Author: Christian Darnton

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February 24, 2023, marks a depressing anniversary: exactly 12 months since Russia launched a full-scale invasion of Ukraine, initiating what has become one of the most pivotal, period-defining international crises in the post-Cold War era. This week, we hosted an investor call with Bruce Jentleson, the William Preston Few Distinguished Professor of Public Policy at Duke University’s Sanford School of Public Policy and author of the book Sanctions: What Everyone Needs to Know. Today, building on the Raymond James policy research team’s perspectives published this week, we are providing a one-year update on three of the war’s key dimensions: geostrategic…

LI appears to be having robust success in its new product launches: LI used to be a one product company (LI One) and rightly investors were concerned about LI’s ability to design and launch successful new products. So far, LI has proven it can do just that. Since the initial deliveries of L9 last Sep, sales of L9 have been strong and our recent online checks suggested consumer reviews have been generally positive. Deliveries of L8 (upgraded version of original LI One) since last Nov have also been solid and met with positive consumer reviews. In addition, LI has announced…

Alex Karp New Interview: Ukraine Spending Expansion: Palantir Value Report: Alex Karp New Interview: Recently, a new interview with Alex Karp emerged. Below are the most important points, and areas of analysis and further commentary too. Karp said: “In the first days of the war — when the collapse of Ukraine was perceived as imminent — Kyiv looked eerily alone.“ “We have learned much in the last year of bitter fighting — how innovative minds and advanced technology, in particular software and artificial intelligence, can be paired in ways that allow David to beat a modern-day Goliath. How our approach…

“We have learned much in the last year of bitter fighting — how innovative minds and advanced technology, in particular software and artificial intelligence, can be paired in ways that allow David to beat a modern-day Goliath. How our approach to any conflict in the Pacific is being foreshadowed on the eastern plains of Europe. And how private industry has a foundational responsibility to partner with government to defend democratic institutions and the national interest.” Destruction and injustice can take many forms that touch an entire society and cross borders. But we have also witnessed the potential for software to…

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…

Introduction: Commercial: Governmental: Consumption Based Pricing: NDRR: SBC: Profitability: Outlook: Introduction: 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.…

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 Market Portfolio Valuation Models CEO Alex Karp Interview AI & Ukraine: Over the past few days, Alex Karp was featured within interview format at the Responsible AI in Warfare Event 2023. There are some important takeaways I want to reiterate. Firstly, Alex spoke about the use of Artificial Intelligence, and it’s relation to the battlefield. What I…

CEO Alex Karp Interview: Wall Street Summary: Ukraine Expansion: Economist On Palantir: CEO Alex Karp Interview AI & Ukraine: Over the past few days, Alex Karp was featured within interview format at the Responsible AI in Warfare Event 2023. There are some important takeaways I want to reiterate. Firstly, Alex spoke about the use of Artificial Intelligence, and it’s relation to the battlefield. What I want to highlight is the fact that Palantir is most certainly within an incredibly unique position, in which the company has the ability to gain access to “cornered resources”, namely data and insight from the…

Letter To Shareholders: Long Term Vision: There are a few noticeable points I want to analyse in regards to the shareholder letter for the company. One point of mention includes Karp’s opening statements of the letter, in which he restates his long term outlook for the company. “Our commitment to and relentless focus on the long term at times has required patience.”CEO Fundamentally, as noted within the past, I do believe that the obsession from Wall Street and the majority of retail investors upon short term metrics and results is dangerous for true wealth generation capabilities. I have noted in…