Emir M | Type-F Capital @_em013L

Independent equity research analyst typefcapital.com Sweden Joined December 2009

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR Palantir’s market cap is now $300 billion

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Emir M | Type-F Capital @em013L

4 months ago

PALANTIR Q1 EARNINGS RECAP - PALANTIR WEEKLY #221 x.com/i/broadcasts/1…

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Emir M | Type-F Capital @em013L

4 months ago

My YouTube mock portfolio is up 42% since launch vs 1% of the S&P500. I show all trades on my Youtube channel completely transparently. All I did was buy high quality companies and try not to touch anything.

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR The Type-F Palantir financial sheet has been updated for Q1; a free update has been sent out to all customers by email! :) Coming soon: - Google sheets version - Web application charting tool Both will be included for free! Don't have it yet? Check replies for link!👇

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Emir M | Type-F Capital @em013L

4 months ago

The financial model (Data and valuation sheet) is available on: typefcapital.com Scroll down to "Palantir financial model"

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Emir M | Type-F Capital @em013L

4 months ago

Okok, i will be making a new account for this: @em013L_jp Enough people would mind, so I will use a separate account

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR I just posted my whole Q1 earnings review where I go through __EVERYTHING__, both reported and calculated. It is an hour long, but timestamped, and it's very thorough. Please go have a watch if you are interested in Palantir! Link in the replies below! 👇👇

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Emir M | Type-F Capital @em013L

4 months ago

Link to the video: youtu.be/awzfugMs1lw

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR Rule of 40 (80) Company reported as well as my preferred rule of 40 for Palantir (FCFF and revenue TTM).

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR International revenue is ever so slightly increasing its growth as well! Driven by international government. 55% Y/Y US growth, 12% Y/Y international growth Q2 and onwards should see this trend continued given the contracts that we have been seeing internationally

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR In the past 25 quarters, revenue only decreased Q/Q 1 time!

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR Segmented revenue growth

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR Average revenue per customer (excluding top 20) increased Q/Q! This is the third time that ARPC sees an increase

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Emir M | Type-F Capital @em013L

4 months ago

$PLTR Total contract value grew 66% Y/Y, accelerating the trend of growth! Keep in mind, Q1 is typically the weakest quarter for TCV, while Q4 is one of the strongest (don't be alarmed it's down from Q4)