Interviewing A Geophysicist On Why He's LONG Palantir

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Thanks to Sachin Sharma for coming on the channel - he is the founder of IndustriaNX and a Energy Strategy & Digital, advisor to ESG & PE Funds, private Investor, and a geophysicist.

His channel: https://www.youtube.com/c/IndustriaNX

Timestamps:
00:00 - Intro
02:30 - What is Strategy Consulting?
03:31 - Why Palantir?
06:34 - Interaction With Palantir Team Members
08:15 - When Did You Buy Palantir?
09:24 - Why Are You Long Palantir?
13:47 - Why Palantir's Sale Process Is More Complex
17:30 - Palantir's Relationship With Data
18:56 - What Stops Palantir From Being Copied?
23:00 - Snowflake vs. Palantir
28:28 - Why Does Wall Street Hate Palantir?
32:16 - Does Dilution Scare You?
35:50 - Is Cathie Wood Right About Palantir Being Deep Value?
44:10 - MBA's Missed on Tesla & They Act The Same With Palantir

Palantir SPAC Thesis: https://www.youtube.com/watch?v=V5drxN7aXrE
Why Wall Street Doesn't Get Palantir: https://www.youtube.com/watch?v=xE55CD9cUME&t=14s

If you'd like to listen to the audio version of all these videos, you can check out my startup - it's basically a youtube of audio and trying to disrupt the audio space.

Website: audea.io
App: https://apple.co/3CbQwZE / Search "daily business show" once downloaded to find my content!
Learn more about the startup on my second channel: https://www.youtube.com/watch?v=AO_baE2hF5I

PLTR discord: https://discord.gg/3mhmBrRXF4

WHO AM I:
Hey! I’m Amit and this is my channel where I talk about stocks, investing, and finance. I love analyzing the market, understanding trends within the global macro economy, and above all communicating in a way that is meaningful for people to consume this type of information.

GET IN TOUCH:
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DISCLAIMER:
This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.
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