Author: Christian Darnton

Christian Darnton is the Founder of Darntons. Christian invests within public markets, specifically innovative companies and equities. He is also the host of Darntons Podcast on Spotify & YouTube, and hosts the Darntons Show on YouTube weekly.

Microsoft New Product(s): The Best Technology Does Not Always Win: Innovation Stack: Microsoft New Product(s): Microsoft just in the past few hours have released a competitive solution, namely the Supply Chain Management Platform. “Microsoft Supply Chain Platform harmonizes the data estate, introduces “command centre” for enterprise supply chain.” Microsoft seems to have mastered what I call the “strength of the strategy”. Namely, the ability to distribute, and market a product successfully, despite that product perhaps being inferior in capabilities. As will be discussed later, the best technology does not always win. In fact, history proves that strength of the strategy…

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Loonshots Core Business Metaverse Vision Conclusion: Please note: this is part one of a series of writings and research reports on $META. Loonshots: A loonshot is defined as a technological breakthrough that disrupts the fabric of society, however prior to worldwide acclaim has been beaten down, trivialised and demonised. The story of loonshot innovations is scattered throughout history, ranging from the invention of statins, the development of the radar, all the way to the creation of the James Bond franchise. History often rhymes, and within the case of Meta, this could represent a true loonshot innovation that disrupts and improves…

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Introduction: “Study microeconomics, game theory, psychology, persuasion, ethics, mathematics, & computers”. That is a quote from Naval. You see, at the core of societies and humanity lay a few vital principles. These principles make up the basis for human interaction, psychology, and information flows. I am going to argue that China is uninventable, based on their skewed incentive alignment structure, and game theory. Please note – this is only one side of the debate, and I will provide a contrasting argument in the following weeks. Also, this is not to say that China can not produce good companies. However, it…

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Government Acceleration: Clear Shift In GTM Strategy: Total Remaining Deal Value: Commercial Client Count Is Steady: Government Acceleration: For many months now, bear of Palantir have posited forward the notion that the Palantir Governmental business is over and will experience a severe decline. Now whilst there was truth in the fact that this side of the business experienced lumpiness in regarding to contract revenues, it can now be successfully concluded that this lumpiness is due to poor contract cycles from the Government. Other prior theories included the Government deceleration being down to poor product market fit, or even “smaller vendors…

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Firstly, I want to highlight the most important metrics to track currently for Palantir. This will be part 1 of a long series analysing the quarterly figures for Palantir. Customer Aquisition’s US Commercial Revenue Growth Net Dollar Retention Rate Customer Aquisition’s: Customer acquisitions is an important factor to consider as the customer acquisition metric is a leading factor when it comes to future revenues. In other words, the clients Palantir acquires now, will translate into meaningful revenue in the future. The Palantir customer count this quarter rose to a total of 337, in which represents 33 new customer additions for…

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Introduction: Needham’s Question: Life Support: Talent: Incentives: Conclusion: Introduction: Many arguments I have heard regarding the ability of investing into China are mostly very low resolution, and whilst some of these arguments touch the surface, there is a failure to get to the underlying core of China, and deep philosophical and atomic reasons as to why China is bad for investments. I am a proponent of qualitative factors when analysing companies and nation states, and within my recent writings, I have highlighted the importance of understanding qualitative analysis, and why intangible factors are often leading variables of a company’s financials.…

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Introduction: Concentration: Qualitative: Requirements: Concluding Thoughts: Introduction: It is time for a total reimagination of investing, and what investing actually means. Throughout my experience investing, it has become increasingly clear that conventional means of investing are insufficient. At the root of my investment philosophy is the emphasis on asymmetrical returns. I uphold a philosophy of true determinism, with full knowledge that the future is not chance and that the future is not solely a matter of fate. I believe that the future can be predicted, can be changed, and thus should be invested within. Companies are a function or art…

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You can read my analysis of Palantir, and the most important metrics to look out for here: Palantir Earnings Q3 2022: Main Metrics To Look Out For | Darntons Media Palantir is looking to report Q322 earnings on November 7th, before market open. Within this article I want to analyse my expectations of the business this quarter, and fundamentally look back upon vital aspects of the company that are wise to understand in true detail. True nuance is where value is found. Governmental Business: Sales Force Ramp Up: Modularisation: Governmental Business: The Governmental business for Palantir has been weak within…

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Investors should not be expecting ground-breaking results for this quarter, specifically with guidance at $475M revenue, reflecting solely 21% YoY growth. Clearly this is well below the long-term guidance of 30%. Customer Acquisitions: Net Dollar Retention Rate: US Commercial Revenue Growth: Contribution Margin: Palantir Technologies is reported to reveal earnings for the Q322 on Monday, November 7th. It is necessary as investors that we come into earnings with a few main metrics, and principles to look for. Commonly with investments, specifically in the new age of social media, investors fail to approach earnings with the most vital metrics in mind.…

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The following article is from: C4ISRNET, Media for the Intelligence-Age Military | C4ISRNET The United States is playing a game of cat and mouse with adversaries all across the globe. The U.S. Northern Command is maintaining broad situational awareness so it can deter, detect and defeat threats to the homeland. The U.S. Indo-Pacific Command is posturing the Joint Force to fight and win against regional threats, if required. The U.S. European Command supports NATO in deterring Russia and fortifying Euro-Atlantic Security. The U.S. Central Command enables military operations to increase regional security and stability. All of these Geographic Combatant Commands…

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