MASSIVE GROWTH? Palantir Stock
Summary
TLDRThis 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
📈 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.
🛫 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.
🏎️ 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.
Mindmap
Keywords
💡Growth Stock
💡Long-Term Investor
💡Revenue Growth
💡Profits
💡Health Care
💡Cost Controls
💡Airline Industry
💡Inefficiencies
💡Legacy Auto
💡Profitability
💡Shareholders
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
if you want to see all my buys and paler
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[Music]
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