Within this video, Christian explains his thesis on Palantir, specifically in relation to Q4 2022 results. This video is solely for Darntons Premium members. Join Darntons Premium today, to get access to all of the following benefits: Exclusive Wall Street Investment Notes Premium Articles & Research Behind The Scenes Footage Private Podcasts & Videos Weekly Palantir Institutional Level Newsletter Discord Access Insight Into Christin’s 6 FIGURE Stock Porfolio Palantir earnings released within the past few days, revealing some positive progress, yet also concerning negative outlook for the future of the company. Today, I want to go over the most important principles I look at when computing success of the Palantir business model. Whilst the quarter, and the year, specifically from a financial perspective has been steady – if somewhat disappointing – the underlying business is chugging along nicely. Whilst there is limited exponentiality present this year, and specifically for the final quarter, the underlying business is steady. I believe that to compute success of an early stage company, qualitative variables are often required in order to compute success. Whilst I am not trivialising financial metrics, fundamentally over a short period of time, often these fail to present the full picture. I...
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