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The Long Investor
$ETH the move back up to the ATH line at $4875 is on. https://t.co/SzCP2OvDIL
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$ETH the move back up to the ATH line at $4875 is on. https://t.co/SzCP2OvDIL
$ETH tick tock
$ETH is looking ready to make a move https://t.co/cXEyWXlvMz tweet
Offshore
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Daniel
RT @MnkeDaniel: American hedge fund billionaire Bill Ackman is a big fan of self-studying investing.
"You can learn investing by reading books."
Here is the 11-Book-List that he recommends to everyone who wants to learn about Investing👇 https://t.co/BT8hv4tutQ
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RT @MnkeDaniel: American hedge fund billionaire Bill Ackman is a big fan of self-studying investing.
"You can learn investing by reading books."
Here is the 11-Book-List that he recommends to everyone who wants to learn about Investing👇 https://t.co/BT8hv4tutQ
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Offshore
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Dimitry Nakhla | Babylon Capital®
15 Quality Linear Compounders | Normalized EPS 2008 - 2023 | LTM ROIC🧵
#stocks #investing https://t.co/88H7DTH7vY
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15 Quality Linear Compounders | Normalized EPS 2008 - 2023 | LTM ROIC🧵
#stocks #investing https://t.co/88H7DTH7vY
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Q-Cap
It’s so sad to see the Mastercard Foundation sell their Mastercard shares at this rate for the sake of “diversification”. https://t.co/bjY4QL7KBZ
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It’s so sad to see the Mastercard Foundation sell their Mastercard shares at this rate for the sake of “diversification”. https://t.co/bjY4QL7KBZ
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Offshore
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Antonio Linares
$PLTR's contribution margin increased from 55% in Q4 2023 to 60% in Q1 2024.
This means financials are set to improve exponentially over the coming year, because contribution margin is the leading indicator of $PLTR's overall financial performance.
An explanation 👇
$PLTR is rapidly productizing its offerings, best evidenced by a rising contribution margin.
Contribution margin is defined as “revenue less cost of revenue and sales and marketing expenses, excluding stock-based compensation, divided by revenue.”
An increasing contribution margin signals lower deployment costs and therefore improved unit economics.
As a leading indicator of profitability, all other margins follow suit. Contribution margin is thus the most signal-rich metric of the Palantir thesis: if it rises quickly, cash flow production will also increase.
According to my initial thesis, $PLTR's aggregate contribution margin has increased from 54% in FY2022 to 56% in FY2023.
More notably, the metric has risen from 55% in Q1 2023 to 60% in Q1 2024, indicating a significant acceleration in the rate of productization.
This aligns with management’s comments during the latest earnings call:
"So, in one to five days with a bootcamp, we're able to do what used to take three months. And we're seeing customers shortly after bootcamp sign seven-figure deals."
-Ryan Taylor, Palantir CLO, Q1 2024 earnings call.
As the bootcamps themselves are productized—allowing $PLTR to conduct more bootcamps per unit of time—I believe contribution margin will accelerate further.
We can already see this dynamic in this quarter’s acceleration. In Q1 2024, $PLTR launched Build with AIP, which aims to assist in the productization of the bootcamps:
"And we have started rolling out Build with AIP, a series of developer and builder-oriented tutorials and reference implementations that enable builders to ramp quickly on the primitives and power of AIP in practical examples that unlock every employee at every customer."
-Shyam Sankar, Palantir CTO, Q1 2024 earnings call.
This alone is poised to increase $PLTR's cash flow production levels big time.
But, at the current rate of acceleration, the contribution margin will rise above 90% in the coming years, fundamentally transforming $PLTR's business model.
At 90%, seamless deployment will allow $PLTR to dramatically increase the number of customers per vertical, enabling $PLTR to then provide a scalable infrastructure blueprint accessible to companies N+1 and beyond.
This approach liberates each subsequent company from purchasing raw compute, allowing them to acquire computation precisely tailored to their operational objectives.
Similar to how providing wildcatters with industrial drilling equipment revolutionizes extraction, this shift changes how computation is sold in the market.
By positioning $PLTR at the top of the cloud compute funnel, this strategy enables the company to redirect prospective customers to the cloud hyperscalers.
Over time, this should enhance $PLTR's operating capabilities and, consequently, increase free cash flow per share.
tweet
$PLTR's contribution margin increased from 55% in Q4 2023 to 60% in Q1 2024.
This means financials are set to improve exponentially over the coming year, because contribution margin is the leading indicator of $PLTR's overall financial performance.
An explanation 👇
$PLTR is rapidly productizing its offerings, best evidenced by a rising contribution margin.
Contribution margin is defined as “revenue less cost of revenue and sales and marketing expenses, excluding stock-based compensation, divided by revenue.”
An increasing contribution margin signals lower deployment costs and therefore improved unit economics.
As a leading indicator of profitability, all other margins follow suit. Contribution margin is thus the most signal-rich metric of the Palantir thesis: if it rises quickly, cash flow production will also increase.
According to my initial thesis, $PLTR's aggregate contribution margin has increased from 54% in FY2022 to 56% in FY2023.
More notably, the metric has risen from 55% in Q1 2023 to 60% in Q1 2024, indicating a significant acceleration in the rate of productization.
This aligns with management’s comments during the latest earnings call:
"So, in one to five days with a bootcamp, we're able to do what used to take three months. And we're seeing customers shortly after bootcamp sign seven-figure deals."
-Ryan Taylor, Palantir CLO, Q1 2024 earnings call.
As the bootcamps themselves are productized—allowing $PLTR to conduct more bootcamps per unit of time—I believe contribution margin will accelerate further.
We can already see this dynamic in this quarter’s acceleration. In Q1 2024, $PLTR launched Build with AIP, which aims to assist in the productization of the bootcamps:
"And we have started rolling out Build with AIP, a series of developer and builder-oriented tutorials and reference implementations that enable builders to ramp quickly on the primitives and power of AIP in practical examples that unlock every employee at every customer."
-Shyam Sankar, Palantir CTO, Q1 2024 earnings call.
This alone is poised to increase $PLTR's cash flow production levels big time.
But, at the current rate of acceleration, the contribution margin will rise above 90% in the coming years, fundamentally transforming $PLTR's business model.
At 90%, seamless deployment will allow $PLTR to dramatically increase the number of customers per vertical, enabling $PLTR to then provide a scalable infrastructure blueprint accessible to companies N+1 and beyond.
This approach liberates each subsequent company from purchasing raw compute, allowing them to acquire computation precisely tailored to their operational objectives.
Similar to how providing wildcatters with industrial drilling equipment revolutionizes extraction, this shift changes how computation is sold in the market.
By positioning $PLTR at the top of the cloud compute funnel, this strategy enables the company to redirect prospective customers to the cloud hyperscalers.
Over time, this should enhance $PLTR's operating capabilities and, consequently, increase free cash flow per share.
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Offshore
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The Long Investor
$PYPL the consolidation phase is suppose to be long and there is a uncanny resemblance to this market cycle chart.
The price remains on the bullish side above the 200 Day MA, indicating the trend is reversing https://t.co/PHwrBrBRtp
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$PYPL the consolidation phase is suppose to be long and there is a uncanny resemblance to this market cycle chart.
The price remains on the bullish side above the 200 Day MA, indicating the trend is reversing https://t.co/PHwrBrBRtp
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AkhenOsiris
$AMZN $NVDA
Amazon Web Services, the world’s largest cloud computing provider, told the Financial Times that it had “fully transitioned” its previous orders for Nvidia’s Grace Hopper superchip, which was launched in August, and replaced them with its successor Grace Blackwell.
The company said the move “made sense” given “that the window between Grace Hopper and Grace Blackwell was small”.
Nvidia declined to comment ahead of its quarterly earnings report on Wednesday, citing quiet period rules.
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$AMZN $NVDA
Amazon Web Services, the world’s largest cloud computing provider, told the Financial Times that it had “fully transitioned” its previous orders for Nvidia’s Grace Hopper superchip, which was launched in August, and replaced them with its successor Grace Blackwell.
The company said the move “made sense” given “that the window between Grace Hopper and Grace Blackwell was small”.
Nvidia declined to comment ahead of its quarterly earnings report on Wednesday, citing quiet period rules.
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Offshore
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The Long Investor
$BIDU
I want to be clear here:
Any pull back right now is an opportunity buy.
That's it. https://t.co/73PVyilZgY
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$BIDU
I want to be clear here:
Any pull back right now is an opportunity buy.
That's it. https://t.co/73PVyilZgY
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Offshore
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Antonio Linares
RT @alc2022: $HIMS stock can 100X from here.
Operating as a telehealth company, $HIMS connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $HIMS provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat in an industry plagued by rising expenses.
2. Vertical Expansion: $HIMS is consistently broadening its scope, wisely selecting new verticals, which is reflected in its increasing cash flows each quarter.
3. Exceptional Organizational Skills: $HIMS has built an operation from the ground up, integrating software (app) and hardware (pharmacies) within the complex healthcare sector. Its iOS app, ranked #16 in US healthcare just two years after launch, showcases this organizational excellence.
4. AI-Driven Insights: $HIMS leads with the world’s first AI closed loop in healthcare, uniquely using data-derived insights to continuously improve healthcare infrastructure. This positions $HIMS for faster growth compared to its peers.
5. Personalization: By expanding the range of treated conditions, $HIMS aims to lower Customer Acquisition Cost (CAC) and increase Customer Lifetime Value (LTV) through personalized treatments. This enhances $HIMS' indispensability to customers, promoting longer engagement with the platform.
6. Operating Leverage: As $HIMS expands its verticals and optimizes its automated pharmacy operations, its personalized services become harder to replicate at scale. This should lead to improved unit economics over time, as reflected in its strengthening cash flow profile 👇
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RT @alc2022: $HIMS stock can 100X from here.
Operating as a telehealth company, $HIMS connects patients with physicians through an app and automates medication fulfillment via its proprietary pharmacy facilities.
Here are the six key drivers influencing the company's growth:
1. Cost Advantage: $HIMS provides treatments for a growing number of conditions at prices lower than typical insurance-covered costs. This cost efficiency creates a strong competitive moat in an industry plagued by rising expenses.
2. Vertical Expansion: $HIMS is consistently broadening its scope, wisely selecting new verticals, which is reflected in its increasing cash flows each quarter.
3. Exceptional Organizational Skills: $HIMS has built an operation from the ground up, integrating software (app) and hardware (pharmacies) within the complex healthcare sector. Its iOS app, ranked #16 in US healthcare just two years after launch, showcases this organizational excellence.
4. AI-Driven Insights: $HIMS leads with the world’s first AI closed loop in healthcare, uniquely using data-derived insights to continuously improve healthcare infrastructure. This positions $HIMS for faster growth compared to its peers.
5. Personalization: By expanding the range of treated conditions, $HIMS aims to lower Customer Acquisition Cost (CAC) and increase Customer Lifetime Value (LTV) through personalized treatments. This enhances $HIMS' indispensability to customers, promoting longer engagement with the platform.
6. Operating Leverage: As $HIMS expands its verticals and optimizes its automated pharmacy operations, its personalized services become harder to replicate at scale. This should lead to improved unit economics over time, as reflected in its strengthening cash flow profile 👇
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Antonio Linares
Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.
Los que queríais mi tesis en Español, hoy la vais a tener.
🇪🇸📈
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Hoy sale mi podcast con @LocosWallStreet sobre $PLTR.
Los que queríais mi tesis en Español, hoy la vais a tener.
🇪🇸📈
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