$PLTR Bull Thesis 03 – Great Financials Wow, earnings season is always brutal. Palantir's ($PLTR) earnings call was yesterday and even though they beat analyst expectations for earnings per share and revenue, the stock dropped close to 10% right at market open. As of yesterday's...
Bull Thesis on $PATH – Part 01 $PATH is a software company that focuses on “RPA”, or #robotics process #automation. UiPath defines #RPA as “a software technology that makes it easy to build, deploy, and manage software robots that emulate human actions interacting...
$PINS Bull Thesis Explained If you think that $PINS is a social media company, you are wrong about Pinterest. Think about how you use traditional social media. You log in, scroll down through your feed, add reactions and comments few things here and there. Maybe you update your status...
$TSLA Bull Thesis Part 01 – The Gigafactories Tesla is one of the most difficult companies to really understand and even more difficult to value. It's not a car company, it's not an energy company, and it's not a software company. Despite climbing by well over 500% percent in the...
$PLTR Bull Thesis Part 01 – The Future Will Be Awesome There is a lot to talk about when it comes to Palantir ($PLTR) and its three platforms: Gotham, Foundry, and Apollo. One thing many investors may not realize is that Palantir also invests in other companies, both with money and...
