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Mike

@MikeLongTerm

LT Investor
Largest holding $PLTR $AMD $TSLA (75%)
Others $SQ $AMZN $NVDA $LMT $HIMS $BTC $PYPL $META $SNAP $GOOG $PSFE $DIS $FUBO $WING $DKNG $ADBE $BROS $TSM

calendar_today07-07-2020 19:42:13

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Mike
@MikeLongTerm

1 year ago

$PLTR deep dive into Palantir's business model follows 3 phases:
Acquire:Operates at a loss to 'acquire' new customers
Expand:Solves organizations' hardest problems/challenges
Scale:SOFTWARE has been installed, implemented across the entire org, at this stage COR is LOW (1/4)

$PLTR deep dive into Palantir's business model follows 3 phases: Acquire:Operates at a loss to 'acquire' new customers Expand:Solves organizations' hardest problems/challenges Scale:SOFTWARE has been installed, implemented across the entire org, at this stage COR is LOW (1/4)
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