In this long awaited conversation with @TomNashTV, Tom and I go back and forth sharing thoughts on the current state of Palantir, how we see it in today’s market, and where we foresee the business and stock in the future. Timestamps are below. Enjoy!

Watch the full Palantir Vision Podcast playlist:    • Palantir Vision Podcast  

TIMESTAMPS:
Intro 00:00
Present Thoughts on Palantir 01:25
Appreciating PLTR's Past 08:40
Palantir's Competition 09:45
Similarities to Tesla 12:13
Staying 5 Years Ahead 15:33
Insider Selling FUD 16:44
Class F Voting Rights 17:22
Q2 Expectations 20:34
Long Term Guidance 25:45
Moving Downmarket 27:34
Timeline for Consumer Product 30:13
Building Sales Team for B2C 32:01
Q/A: Correctly Modeling PLTR w/ DCF 32:42
Real Financial Talk About Palantir 35:03
The Tangible Value/ROI of Foundry 38:23
Highest Conviction Stock 41:00
Getting Alex Karp On the Channel 42:01
Thoughts on Ark Invest 42:20
Understanding Risks 43:04
Where is Tom Nash? 44:19
Closing Thoughts 44:42

Huge shoutout to Tom Nash and his work:
Twitter—  / iamtomnash  
YouTube—   / tomnashtv  

Zero to One Link: https://amzn.to/3qBfHQk

TAGS: #Palantir #PLTR #TomNash

Until next time,
Jackson

Disclaimer: This is not financial advice, please invest responsibly.