Author Topic: PLTR - Palantir Technologies  (Read 6046 times)

Jurgis

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Re: PLTR - Palantir Technologies
« Reply #20 on: November 25, 2020, 11:00:58 AM »
I guess the voting machine wins over weighing machines this year.

So when are we gonna have Internet crash #2?
Oh wait, it should be in 2021 so it would rhyme with 2001.  8)

No profits stocks going up every day - check. No sales stocks going up every day - check. Overlevered BK stocks going up every day - check. Everyone making 100%+ returns on calls - check. People buying private/angel cos without financials - check. People buying SPACs at huge prices - check. People buying crypto for X00% returns - check.

I know it's wrong thread.  8)
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
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Dalal.Holdings

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Re: PLTR - Palantir Technologies
« Reply #21 on: November 25, 2020, 05:17:53 PM »
Anyone know how the folks over at hedgeye are doing ?

Gregmal

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Re: PLTR - Palantir Technologies
« Reply #22 on: November 27, 2020, 08:27:54 AM »
Hi Andrew Left. Thanks for setting up more shorts to get slaughtered.

Jokes aside a $5-10 pullback wouldn't be out of this world considering the s/t move, which if I had to wager is all Andrew is playing here. He often just likes to put a bow of unnecessary research around his calls when in reality he's just trading; all he needs to do is just emulate Tepper's "I thought it would go up" response for SNAP, and that would be sufficient enough for me, but I guess he has a flair for the dramatic...

bathtime

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Re: PLTR - Palantir Technologies
« Reply #23 on: November 27, 2020, 09:12:02 AM »
Anyone know how the folks over at hedgeye are doing ?

Ha. I pay for one of their services and get value from it in tracking macro markets. But I am sometimes bemused by their analyst conclusions on individual stocks. They reversed on Peloton and Zoom after each had gone up multiples.

Dalal.Holdings

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Re: PLTR - Palantir Technologies
« Reply #24 on: November 27, 2020, 09:26:44 AM »
Anyone know how the folks over at hedgeye are doing ?

Ha. I pay for one of their services and get value from it in tracking macro markets. But I am sometimes bemused by their analyst conclusions on individual stocks. They reversed on Peloton and Zoom after each had gone up multiples.

Andrew Left also was short PTONósaid it was worth $5 when it was $30. Didnít work out too well. His short target for PLTR is $20 which is not all that bearish considering itís 2x first post direct listing price...

arcube

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Re: PLTR - Palantir Technologies
« Reply #25 on: November 27, 2020, 09:37:28 PM »
+1
Anyone know how the folks over at hedgeye are doing ?

Ha. I pay for one of their services and get value from it in tracking macro markets. But I am sometimes bemused by their analyst conclusions on individual stocks. They reversed on Peloton and Zoom after each had gone up multiples.

Andrew Left also was short PTONósaid it was worth $5 when it was $30. Didnít work out too well. His short target for PLTR is $20 which is not all that bearish considering itís 2x first post direct listing price...

Spekulatius

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Re: PLTR - Palantir Technologies
« Reply #26 on: November 28, 2020, 04:44:21 AM »
Anyone know how the folks over at hedgeye are doing ?

Ha. I pay for one of their services and get value from it in tracking macro markets. But I am sometimes bemused by their analyst conclusions on individual stocks. They reversed on Peloton and Zoom after each had gone up multiples.

Andrew Left also was short PTONósaid it was worth $5 when it was $30. Didnít work out too well. His short target for PLTR is $20 which is not all that bearish considering itís 2x first post direct listing price...

The idiots are not the hedgeye folks, but the people paying for this service.
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debtvulture

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Re: PLTR - Palantir Technologies
« Reply #27 on: November 28, 2020, 12:23:53 PM »
A bit off topic, but when are people going to stop buying stock in companies with multiple classes of common stock?  PLTR has three classes of common I believe - A, B and F.  Class A will have 1 vote per share, Class B will have 10 votes per share and Class F will have a variable number of votes per share.  Variable?!?!  WTF. 

Dual or multiple-class ownership structure should be banned in public companies.  Off my soap box now but had to get it off my chest. 

Dalal.Holdings

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Re: PLTR - Palantir Technologies
« Reply #28 on: November 29, 2020, 05:25:47 AM »
A bit off topic, but when are people going to stop buying stock in companies with multiple classes of common stock?  PLTR has three classes of common I believe - A, B and F.  Class A will have 1 vote per share, Class B will have 10 votes per share and Class F will have a variable number of votes per share.  Variable?!?!  WTF. 

Dual or multiple-class ownership structure should be banned in public companies.  Off my soap box now but had to get it off my chest.

As long as the exchanges, groups like ISS, and major indexes allow it, it will continue. Then again, even Berkshire has the B shares...

With a co like PLTR, founders retaining control while they ramp up the business is a good thing IMO. This is also a business that can come under political crosshairs. And founder control is much better than having the risk of some hedge fund or PE group coming in thinking they can run things better...