Not against it, but just why i not investing in Palantir, other then it is still an unprofitable buisness:
- very complex buisness to understand
- Limited addressable market. Currently main source $$$ come from the govt. i believe it is very limited despite what other had claim.
- B2B buisness model. The buisness dont grow organic, like fb, amzn, msft..... they need a sale team to go out and do the sales
Think of palantir is like Singapore Technologies Engineering, same type of buisness model, main buisness is the govt. It will definately grow but i wont be investing in it at least until it turn profitable.
Not against it, but just why i not investing in Palantir, other then it is still an unprofitable buisness:
Think of palantir is like Singapore Technologies Engineering, same type of buisness model, main buisness is the govt. It will definately grow but i wont be investing in it at least until it turn profitable.