MASSIVE GROWTH? Palantir Stock

Summary

This video discusses three sectors with untapped potential for growth and profit, focusing on Palantir as a key player. Healthcare is highlighted as an area in dire need of cost reduction and efficiency improvements, presenting a massive opportunity for Palantir to make an impact. The airline industry is portrayed as inefficient and ripe for disruption, with Palantir potentially aiding in operational improvements. Lastly, the legacy auto industry is seen as a future candidate for Palantir's services, to streamline operations and increase profitability. The speaker emphasizes long-term growth and the importance of investing in companies that can provide sustainable solutions.

Takeaways

• 📈 The speaker considers Palantir a sneaky growth stock with potential for long-term growth based on valuation and revenue/profit generation.
• 🚫 They are not interested in short-term massive gains but rather in sustainable, long-term growth.
• 🏥 Healthcare is identified as the first growth engine due to its potential for improvement and efficiency gains, especially in the US where costs are out of control.
• 👴 The aging population, particularly the Boomers, will increase the demand for healthcare, exacerbating the need for solutions like those Palantir could provide.
• ✈️ The second growth engine is the airline industry, which is considered essential but poorly managed, with inefficiencies and high costs.
• 🛫 The speaker believes that airlines that can improve efficiency and customer experience using Palantir's services will have a competitive advantage.
• 🚗 The third growth engine is the legacy auto industry, which is currently burdened with inefficiencies and in need of restructuring.
• 🔑 Palantir could potentially help legacy auto companies identify inefficiencies and make necessary cuts to streamline operations and increase profitability.
• 💡 The speaker is excited about Palantir's potential to drive profits in the future through these three industries, despite some being further off than others.
• 🔗 There is an emphasis on the importance of liking and subscribing to content creators on YouTube to ensure quality content is promoted and supported.
• 🔗 The speaker also mentions a group membership offering real-time investment insights, courses, and community support for becoming a better investor.

Q & A

What does the speaker believe about Palantir as a growth stock?

The speaker believes that Palantir is a sneaky growth stock and is interested in its massive long-term growth based on valuation, revenue, and profits, rather than short-term gains.

What does the speaker suggest is the first growth engine for Palantir?

The first growth engine suggested is the healthcare sector, which the speaker believes is in need of significant improvement and efficiency gains, presenting a large addressable market (TAM) for Palantir.

Why does the speaker think the healthcare industry is a mess?

The speaker thinks the healthcare industry is a mess due to out-of-control costs, inefficiencies, and the inability of the current systems to manage these issues sustainably.

How does the speaker view the potential for Palantir in the US healthcare market?

The speaker sees a massive potential for Palantir in the US healthcare market, given the need to lower costs for both consumers and providers and the opportunity to improve upon the current broken systems.

What is the second growth engine mentioned by the speaker?

The second growth engine mentioned is the airline industry, which the speaker describes as essential but poorly run, with inefficiencies and high costs that Palantir could help address.

Why does the speaker think the airline industry is poorly run?

The speaker believes the airline industry is poorly run due to inefficiencies, slow adaptation to change, and practices that negatively impact customer experience, such as cutting services and increasing prices.

What opportunity does the speaker see for Palantir in the airline industry?

The speaker sees an opportunity for Palantir to help airlines become more efficient, improve customer experience, and potentially reshape the industry by leveraging data and analytics.

What is the third growth engine discussed in the script?

The third growth engine discussed is the legacy auto industry, which the speaker believes is burdened by inefficiencies and could benefit from Palantir's data analysis and optimization capabilities.

Why does the speaker think the legacy auto industry needs to fail?

The speaker thinks the legacy auto industry needs to fail to get rid of the burdens on their balance sheets, allowing them to restructure and become more competitive, especially in producing electric vehicles (EVs).

How does the speaker envision Palantir's potential impact on the legacy auto industry?

The speaker envisions Palantir helping legacy auto companies identify inefficiencies, cut unnecessary lines, and optimize their operations, potentially transforming the industry if adopted.

What does the speaker offer to viewers interested in their investment insights?

The speaker offers viewers access to their group, which includes real-time buy insights on Palantir, a complete watchlist with price targets, courses, coaching, and participation in a $250 portfolio challenge.

Outlines

00:00

📈 Long-Term Growth Potential of Palantir

The speaker emphasizes their belief in Palantir as a growth stock with sustainable long-term potential, focusing on its valuation and revenue generation. They discuss three key areas for Palantir's future growth: healthcare, the airline industry, and legacy auto. The speaker is critical of the current state of healthcare, highlighting the need for efficiency and cost reduction, and sees Palantir's potential to address these issues. They also mention the importance of engaging with content creators on YouTube to ensure quality content is promoted.

05:00

🛫 Transforming the Airline Industry with Palantir

The speaker outlines the airline industry as a significant opportunity for Palantir, noting the inefficiencies and poor customer experiences that are prevalent. They argue that airlines are essential but poorly managed, with a potential for Palantir to revolutionize operations and customer service. The speaker suggests that an airline embracing Palantir's solutions could lead a significant industry turnaround, offering a more efficient and profitable business model.

10:02

🏎️ Revitalizing the Legacy Auto Industry with Data Insights

The speaker considers the legacy auto industry as a future growth area for Palantir, albeit a distant one. They discuss the need for these companies to fail in order to shed inefficiencies and outdated practices, allowing for a more agile and profitable operation. The speaker believes Palantir could help identify inefficiencies and guide strategic decisions, potentially transforming the auto industry's backend operations and leading to significant profitability improvements.

🚀 Investing and Community Engagement with Palantir

In the final paragraph, the speaker shifts focus to investment strategies and community engagement. They invite viewers to join their group for real-time investment insights, access to courses, and live Q&A sessions. The speaker highlights the group's $250 portfolio challenge and the collective effort to grow portfolios, emphasizing the value of community and shared learning in the investment journey.

Keywords

💡Growth Stock

A growth stock refers to the stock of a company that is expected to grow at an above-average rate compared to the market. In the video, the speaker believes in the long-term growth potential of the company 'Paler' and contrasts it with the short-term gains that some investors might be chasing after.

💡Long-Term Investor

A long-term investor is someone who buys stocks with the intention of holding them for an extended period, typically years, to benefit from the company's growth and dividends. The speaker identifies as a long-term investor and is interested in companies that can deliver sustainable growth over time.

💡Revenue Growth

Revenue growth is the increase in income generated from the sale of goods or services of a company over time. The video discusses three sectors that could potentially drive significant revenue growth for the company 'Paler', indicating that the speaker is looking for companies that can expand their sales and market share.

💡Profits

Profits, or net income, is the amount of money a company makes after deducting all its expenses from its total revenue. The speaker emphasizes the importance of actual revenue and profits as indicators of a company's health and its potential for long-term growth.

💡Health Care

Health care refers to the organized provision of medical services to individuals through various health professionals and allied health fields. In the video, the speaker identifies the health care sector as one of the three growth engines, discussing the inefficiencies and high costs in the U.S. health care system that could be improved by companies like 'Paler'.

💡Cost Controls

Cost controls are strategies or measures taken by a company or government to manage and reduce expenses. The speaker mentions cost controls in the context of government involvement in the health care sector, suggesting that companies that can help reduce costs in this area could be significant winners.

💡Airline Industry

The airline industry comprises companies that provide air transport services for passengers and cargo. The speaker points out the inefficiencies and poor customer service in this sector, suggesting that 'Paler' could help airlines become more efficient and improve their operations.

💡Inefficiencies

Inefficiencies refer to the lack of effectiveness or productivity in a system or process. The speaker identifies inefficiencies in both the health care and airline industries as areas where 'Paler' could potentially provide solutions and drive growth.

💡Legacy Auto

Legacy auto refers to established automobile companies that have been in the industry for a long time, often struggling to adapt to new technologies and market changes. The speaker speculates that 'Paler' could help these companies by identifying inefficiencies and helping them to restructure and become more competitive.

💡Profitability

Profitability is the ability of a business to generate profit. The speaker believes that by addressing inefficiencies and improving operations in sectors like health care, airlines, and legacy auto, 'Paler' can unlock new sources of profitability for these industries.

💡Shareholders

Shareholders are the owners of shares in a company and have a vested interest in its success. The speaker mentions shareholders to emphasize that the potential growth and profitability improvements in various sectors would benefit those who own shares in 'Paler'.

Highlights

Paler is considered a sneaky growth stock with a focus on long-term growth based on valuation and revenue/profit generation.

Investor's interest lies in the massive long-term growth rather than short-term gains.

Three growth engines are identified for driving future revenue and profits: Health Care, Airline industry, and Legacy auto.

Health Care is seen as a vast area for improvement with the potential for efficiency gains and cost reduction.

Health Care systems globally, especially in the US, are described as being in a state of disarray with high and unsustainable costs.

There is a significant market opportunity for companies that can improve Health Care systems and reduce costs.

Aging populations, such as the Boomers, will increase the demand for Health Care, exacerbating the need for solutions.

The Airline industry is essential but poorly run, with inefficiencies and high costs.

Airlines are expected to receive bailouts due to their essential nature to the global economy.

The Airline industry is predicted to be ripe for a major change, with potential for efficiency improvements.

Legacy auto companies are burdened with inefficiencies and need restructuring to compete with newer EV manufacturers like Tesla.

Paler could potentially help Legacy auto companies by identifying inefficiencies and aiding in restructuring.

Investment in Paler is seen as a long-term strategy aimed at significant future profits rather than immediate gains.

The speaker offers real-time investment insights, watch lists, and price targets for Paler and other stocks through a membership group.

Members of the group have access to various resources including courses, coaching, and live Q&A sessions to improve investment strategies.

The group also features a $250 portfolio challenge where members build a portfolio from scratch, sharing buy and sell alerts.

Transcripts

so if you follow this channel for any

length of time you know I believe paler

is a sneaky growth stock and as a

long-term investor I'm not interested in

massive gains tomorrow I ask any paler

investor back in 2021 who got massive

gains how that worked out just a year

later I don't want any part of that I'm

interested in massive long-term growth

in the future that actually is based

upon valuation and bringing in actual

revenue and profits so let's talk about

the three massive growth engines that I

think will bring us exactly that massive

Revenue growth and more importantly

profits to that bottom line in the

future just make sure you like the video

if you like getting the truth without

the hype and if you like content like

this and just make sure you do that for

all the creators that you really enjoy

that is how you let us know you like it

and of course how you actually let

YouTube know that we like it uh when you

don't do that guys unfortunately YouTube

passes the trash that kind of comes up

and kind of hits your feed there so make

sure you're doing that for all the

creators you like not just me everybody

you like make sure you do that for all

of them as quick as possible all right

so number one one is Health Care all

right guys I don't think it's a mystery

that us healthare is a complete mess and

the vast majority of the health care

around the world is stuck in the dark

ages of time there is so much

improvement and so much efficiency to be

gained and unfortunately the systems

around the world and especially here in

the US are breaking costs are out of

control everything's out of control and

you have to be able to lower those costs

not just for us as customers as

consumers people that need the healthare

the businesses as well need the ex exact

same thing so not just us but the

healthcare providers the hospitals the

people that uh you know make everything

that's involved in the healthcare

industry that is just a massive massive

Tam that is going to have a reckoning at

some point in time because the cost

cannot continue to Skyrocket and this be

a sustainable path for everyone I

understand different governments and

handled differently obviously different

parts of the world uh have done a better

job some of them worse than us but here

in the US it is a total mess all the way

around and unfortunately our politicians

neither on either side are going to be

able to solve this problem and I

understand they have some tentacles out

there but there is so much untapped

potential out there to really make this

a because somebody's there's going to be

big Winners whoever the heck figures

this out is going to be a massive winner

in those spaces and is going to be able

to squeeze out a lot more profits than

everybody else as Government gets more

involved in cost controls and stuff like

that and there's actually a government

component to this as well I mean right

here in the US right we have Medicare

Medicaid we all know those are a mess as

well boy they sure as he could use a lot

of paler contracts in order to come in

and fix a lot of the problem I

understand it can't fix all the problems

there I'm not saying it it's the end all

Beall but it can definitely improve a

lot of those sort of things and as

Government budgets and as budgets

overall across the world continue to get

stretched you're going to need Solutions

like pounder provides in order to solve

those problems so although it's not

something that's just massive right now

it is something that I could see

ballooning very quickly in the future to

actually drive huge revenue and huge

profits down to paler and remember with

the Boomers aging and needing a lot more

Health Care than they did before this is

going to further kind of exacerbate the

problem and create a very big need for

what paler offers so again it's just

something I think is great for us as

paler shareholders all the way around

and a huge it's not untapped but there's

still massive amounts more of good that

they can do over in that area so that's

one that's kind of the first area right

there that to me is the most near-term

and it will also Drive huge amounts of

money to paler in the future number two

would be the air airline industry all

right let me be clear and upfront with

this and to kind of set the stage here

with Airlines they are essential we all

hate them we'll get into that here in

just a second as the why but they are

essential the government is going to

consider them essential they are

essential for the running of a global

economy there so we understand that

they're going to get bailouts and a lot

of other things are going to be there

for them in regards to Airlines but they

are horrible horrible run businesses and

outside of kind of the post uh shutdown

uh explosion where where they saw record

profits where they saw you know record

people traveling and everything else

that's starting to die down you're

starting to see that in the earnings for

this year you're seeing a huge softening

and all that sort of stuff and it makes

perfect sense to me as the why I mean

there you kind of uh suppress demand

then you have this explosion of demand

you have this explosion of money that's

put out there of course A lot of it went

to the airlines went to travel went to

experiences all that other stuff like

that but now we're getting back to a

much more normal economy and they're

going right back to sucking because the

businesses suck in general they're

horribly inefficient they are very very

slow to change and they are very quick

to gouge us as customers I mean think

about this when they want to make the

numbers look better although their

numbers outsid of like I said the past

little time period here usually look

pretty bad but when they want to make

them look a little bit better what do

they do they cut services and they

charge us more both of which scream at

you as a customer right or they make the

seats even more cramped and a lot of

other things of that nature every single

thing they do to make these businesses

better absolutely makes the customer

more and more angry I think every one of

us if there was an alternative would

take something else and be willing to

pay more for something else to just not

have to deal with the Airlines and the

airports and the people and the airlines

themselves and the ridiculous things

that they do and everything else

involved in all that the airline that

figures this out and flips The Narrative

to where they actually give us more a

better experience and they're actually

able to operate more efficiently to

where they're able to make more money as

well that Airline is going to be a huge

winner in the future and I know that

some of the airlines have some smaller

contracts with paler now but I'm telling

you right now that the airline that

breaks the bank on that especially if

they break it using paler that is going

to completely reshape the industry

because it's going to be they're going

to get all the business not only are

they going to uh make their routes more

efficient and obviously being able to

give us the right uh risk reward

trade-off in regards to you know what we

spend and in terms of what we get on the

flight they're going to be able to

expand in other folks markets they're

going to be able to go places other

folks aren't able to go because they're

going to look at it you know and kind of

go oh we can't get there we can't do

that it cost us too much money we lose

too much money and this other company is

going to be able to do it and do it

profitably there and I think the airline

industry is ripe for a turnover a change

some sort of a massive ground swell

change and paler could very well provide

now nothing's guaranteed but it could

very well provide that change and of

course you can go to other things like

airport services and the actual airports

themselves and a lot of other things

like that that could get a lot better

and be much more served by being able to

use all the data all the information

that they have and be able to actually

find much more efficient ways of doing

business heck even just a bagage

carousel please at some of these

airports could you guys use paler

because I just don't understand why it

takes 45 minutes for the bag to come

around the baggage carousel it can't be

that hard I understand there's a lot

more Nuance to the argument for that and

I'm I'm just giving you a very ancillary

Grant here but to me the industry is

right for Change and paler can

absolutely be one of the Catalyst that

forces changes in that industry which of

course in the end means a lot of money

to the bottom line which of course

benefits us as shareholders all right

and on to the last one here and this one

I'll be honest with you guys a little

bit further down the line and a little

bit more I won't call it farfetched but

it's definitely um some things are going

to have to break before we see this

particular one happen but when it does

if they choose to go paler way and if

they choose to use paler it's going to

be huge for paler so the third one is

Legacy auto now look I know here in the

US we we honestly in order to really fix

the problem we need them to fail I know

our government both sides aren't going

to let them fail um but we really need

them to fail so so then they can get rid

of all the albatrosses that are around

their necks uh that way they can clean

up their balance sheets that way they

can um restructure how the entire Auto

industry works because that's what's

killing it that's why they can't produce

EVS effectively that's why they can't do

a lot of or profitably excuse me that's

why they can't do a lot of other things

that a newer startup like Tesla can do

very very easily and Tesla can move much

more nimbly not just because of the

talent and a lot of other things like

that but in general even if you're

running those style businesses there's

so many albatrosses that keep you from

being able to do and do the things that

Tesla does even if you took Elon Musk

and plugged him over into GM man he

could change a lot of things he could

definitely make it better but there's no

way he could replicate you know turn GM

into Tesla again without some major

major changes in the actual industry

since I know elon's not going over to GM

and I know that hey they're probably

going to get bailed out at some point in

time how do we kind of bridge that Gap

how do we make them better and I think

that right there is where paler can come

in and kind of create that Niche and

really figure out how to make those

businesses work better I'm sorry a lot

of those companies just need to cut a

bunch of lines but they don't know I

don't think they know specifically which

lines to cut which vehicles to cut I

think that paler would uncover a lot of

that sort of stuff uncover a lot of

inefficiencies uncover a lot of

contracts that they need to let die and

you know create a new contract with a

new vendor all those sort of things like

that that I just believe they have a lot

of data they have a lot of things going

on obviously Legacy auto has you know

the global at that stage there a lot of

different things but I don't believe

they're maximizing um everything

involved in the business there I can

guarantee you there are tons and tons

and tons of extreme inefficiencies in

there that a company like paler could

come in there and unlock a lot of

profitability and a lot of money for

those companies there although I think

it's far off in the future I don't think

there's anything imminent here and it

may never actually work out because they

may just want to do things the old way

forever and ever and ever and ever it

just kind of seems like that's what

Legacy auto does uh but nonetheless if

one of the companies decides hey let's

bring in paler kind of a last shot we're

going to go bankrupt anyways let's bring

them in here try to see if they can

figure this out if they're able to get

in there and really make huge strides it

could really transform the Auto industry

on the back end there so it's in the

future but it's definitely something I

believe pounder could have a huge impact

on and an industry that could have a

huge impact on so those for me are kind

of the three big future growth drivers

that not a lot of folks are talking

about right now but could absolutely

Drive huge profits to the bottom line in

the future which is what I care about

with this stock and why I'm so excited

about this stock over the long term and

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