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daveybaby
2023-05-10
Great review.
Why Palantir Is My Top Holding
daveybaby
2023-02-28
Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.
Warren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer
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","listText":"Great review. ","text":"Great review.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970091558","repostId":"2334224872","repostType":2,"repost":{"id":"2334224872","pubTimestamp":1683690005,"share":"https://ttm.financial/m/news/2334224872?lang=&edition=fundamental","pubTime":"2023-05-10 11:40","market":"us","language":"en","title":"Why Palantir Is My Top Holding","url":"https://stock-news.laohu8.com/highlight/detail?id=2334224872","media":"Seekingalpha","summary":"SummarySome people ask why I've been buying Palantir hand over fist during the recent meltdown.Palan","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Some people ask why I've been buying Palantir hand over fist during the recent meltdown.</p></li><li><p>Palantir is a unique, market-leading, highly undervalued company relative to its revenue growth and profitability potential.</p></li><li><p>Moreover, while Palantir still has a relatively insignificant market cap, it may be on its way to becoming one of the most influential tech companies globally.</p></li><li><p>Therefore, Palantir's stock should appreciate considerably as the company becomes more profitable in the coming years.</p></li><li><p>Palantir remains my number one stock pick and the single most extensive portfolio holding for 2023.</p></li></ul><p>I've accumulated a significant position in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> during the recent bottoming process. The company's stock accounts for approximately 6% of my All-Weather Portfolio holdings, making it the most significant single asset I now own. Moreover, I'm not selling a single share, especially not after Palantir's stellar earnings. Furthermore, it's not simply about the better-than-anticipated top and bottom line numbers with Palantir. This company is going places with its advanced, market-leading technologies and highly talented workforce. Therefore, while Palantir is around $8-$10 here, it should be a $50 stock in 2-3 years. Palantir should become increasingly profitable as the company's revenues expand, leading to a much higher stock price in the coming years.</p><h2>Technically - Palantir Should Go Much Higher</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/192adc1df33cd494d675b8a712af9478\" alt=\"PLTR (stockcharts.com)\" title=\"PLTR (stockcharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>PLTR (stockcharts.com)</span></p><p>Quite remarkably, nearly three years after going public, Palantir's stock is still trading around its IPO range. Yes, the stock had a meteoric rise around the height of the tech bubble, becoming irrationally overbought. However, Palantir's stock experienced an epic 87% peak-to-trough drop in the current bear market. The technical image is highly positive, and Palantir's stock should start another long-term uptrend soon. Also, the downside appears limited, and the stock may not drop to the $6-$7 range again. Therefore, any pullbacks from here should be considered buying opportunities, in my view.</p><h2>Say Hello to The Palantir Crew</h2><p>The "Palantir Pack" includes - co-founder Joe Lonsdale, first employee Alex Moore, 10th hire Garry Tan, and others. All three gentlemen mentioned have been founders and are now founders of an alumni network for Palantir.</p><p>Palantir is an elite workplace and appears similar to young, up-and-coming Tesla (TSLA) or SpaceX. Harvard called Palantir a unicorn in 2015, and the company's been attracting the top talent in Silicon Valley for years. Its alumni network is remarkable for a relatively young company with multi-billion dollar financial institution founders, defense contractor founders, and much more making the list.</p><h2>Palantir - Alumni's Top Companies</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5765ece068d1717df675c1e84c315e6e\" alt=\"Palantir alumni's top companies (protocol.com)\" title=\"Palantir alumni's top companies (protocol.com)\" tg-width=\"640\" tg-height=\"523\"/><span>Palantir alumni's top companies (protocol.com)</span></p><p>Therefore, while Palantir may appear like a boring defense contractor, it's one of the most influential technology companies globally. Palantir's valuation remains around $16 billion, but could be around $18 billion after the bell. However, provided the company's top talent, global network, market leadership, and other distinct advantages, its valuation should be much higher and could reach $50-$100 billion in the coming years (2-3). Also, Palantir is at the cutting edge of AI, and its revenue growth should remain substantial for several years (5-10), enabling the company to become increasingly profitable in the coming years.</p><h2>Palantir - On the Cutting Edge of AI</h2><p>Palantir is essentially integrating AI into the U.S. military's decision-making process. The company recently launched an AI platform designed to help with drone surveillance, generating attack plans, and jamming enemy communications. Other companies aren't typically involved in such ventures, as Palantir needs more competitors to provide similar comprehensive solutions. Thus, Palantir has immense potential to grow, expanding market share in its government and commercial segments long term.</p><h2>The Recent Earnings - Excellent</h2><p>While many companies seem to be struggling, Palantir is doing well. The company reported Non-GAAP EPS of 5 cents, beating by 1 cent (20%). Not that counting pennies is important here, but the results are excellent. Revenues came in at $525.2 million in Q1, topping estimates by $20 million, showing an 18% YoY gain. Moreover, the U.S. commercial revenue grew by 26% YoY to $107 million. U.S. government revenues expanded nicely by about 22% to $230 million.</p><p>Furthermore, Palantir's customer count increased by 41% YoY and 7% QoQ. U.S. commercial customer count expanded by about 50% YoY to 155 customers in Q1 2023. For the full-year 2023, the company guided to revenues of $2.185-$2.235 billion vs. $2.2B, the consensus. The company also guided to adjusted income from operations of $506-$556 million and GAAP profitability each quarter in 2023.</p><p>This dynamic provides a high probability for a full-year beat over the current depressed consensus estimates. Therefore, as we advance, we should see higher revisions concerning Palantir's growth prospects and profitability potential.</p><h3>Income Statement</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ffb8f34d3dc889bcc3242bed52a8d1a\" alt=\"Income statement (investors.palantir.com)\" title=\"Income statement (investors.palantir.com)\" tg-width=\"640\" tg-height=\"197\"/><span>Income statement (investors.palantir.com)</span></p><p>We see an extremely high gross margin of roughly 80% for the last quarter (including SBC). Moreover, we see revenue growth eclipsing the growth of operating expenses, leading to GAAP profitability in the previous quarter. Palantir provided a net income of $17 million compared to a loss of more than $100 million in the same quarter last year. Therefore, we see Palantir growing more profitable as its revenues increase, and this dynamic should continue, leading to higher-than-anticipated profitability and EPS in the coming years.</p><h3>Palantir's Earnings Estimates to Rise</h3><h4>Revenue Projections - Too Low Now</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c93e9e5758f37aeeb5776f2811d4038\" alt=\"PLTR (seekingalpha.com)\" title=\"PLTR (seekingalpha.com)\" tg-width=\"640\" tg-height=\"200\"/><span>PLTR (seekingalpha.com)</span></p><p>Palantir's 2023 consensus revenue estimate is $2.2B, with a high-end target of $2.24B. Palantir just announced it should see between $2.185-$2.235B. The company's target could raise the average estimate to about $2.21 billion, and higher-end estimates could now expand to $2.3B. Furthermore, Palantir has surpassed estimates providing its second consecutive GAAP positive quarter, and promises more profits ahead. Therefore, we should see Palantir's profitability metrics also rise soon.</p><h3>EPS Projections - Likely to Increase</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/106ea3017694a71aa5d422667f8959f3\" alt=\"EPS (seekingalpha.com)\" title=\"EPS (seekingalpha.com)\" tg-width=\"640\" tg-height=\"202\"/><span>EPS (seekingalpha.com)</span></p><p>Consensus EPS estimates are 20 cents this year and about 25 cents for 2024. However, provided that Palantir surpassed consensus EPS figures in the past two quarters, we should see outperformance as Palantir advances. Palantir is a high-margin/high-profitability company, and it should get increasingly profitable as its revenues increase in the coming years.</p><p><strong>Here's where Palantir's stock could be in the future:</strong></p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year</strong></p></td><td style=\"text-align:left;\"><p><strong>2023</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$2.3</p></td><td style=\"text-align:left;\"><p>$3</p></td><td style=\"text-align:left;\"><p>$3.6</p></td><td style=\"text-align:left;\"><p>$4.64</p></td><td style=\"text-align:left;\"><p>$5.95</p></td><td style=\"text-align:left;\"><p>$7.55</p></td><td style=\"text-align:left;\"><p>$9.5</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>23%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>29%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>27%</p></td><td style=\"text-align:left;\"><p>25%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$.20</p></td><td style=\"text-align:left;\"><p>$.30</p></td><td style=\"text-align:left;\"><p>$.45</p></td><td style=\"text-align:left;\"><p>$.65</p></td><td style=\"text-align:left;\"><p>$.94</p></td><td style=\"text-align:left;\"><p>$1.31</p></td><td style=\"text-align:left;\"><p>1.77</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>N/A</p></td><td style=\"text-align:left;\"><p>50%</p></td><td style=\"text-align:left;\"><p>50%</p></td><td style=\"text-align:left;\"><p>47%</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>40%</p></td><td style=\"text-align:left;\"><p>35%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>27</p></td><td style=\"text-align:left;\"><p>30</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>35</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>30</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$8</p></td><td style=\"text-align:left;\"><p>$14</p></td><td style=\"text-align:left;\"><p>$21</p></td><td style=\"text-align:left;\"><p>$33</p></td><td style=\"text-align:left;\"><p>$52</p></td><td style=\"text-align:left;\"><p>$59</p></td><td style=\"text-align:left;\"><p>$70</p></td></tr></tbody></table><p>Source: The Financial Prophet</p><p>While my estimates seem bullish, they could be modest as Palantir could become profitable quicker than anticipated. Furthermore, the company could experience more demand and provide higher revenue growth in future years. Also, Palantir's multiple can expand more than expected, and the company's share price may appreciate more rapidly than my projections suggest.</p><h2>Nevertheless - There are Risks to Consider</h2><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. The company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head lower. Also, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. So, please carefully consider these and other risks before you invest in Palantir.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Is My Top Holding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Is My Top Holding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-10 11:40 GMT+8 <a href=https://seekingalpha.com/article/4601938-why-palantir-is-my-top-holding><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySome people ask why I've been buying Palantir hand over fist during the recent meltdown.Palantir is a unique, market-leading, highly undervalued company relative to its revenue growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4601938-why-palantir-is-my-top-holding\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4601938-why-palantir-is-my-top-holding","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2334224872","content_text":"SummarySome people ask why I've been buying Palantir hand over fist during the recent meltdown.Palantir is a unique, market-leading, highly undervalued company relative to its revenue growth and profitability potential.Moreover, while Palantir still has a relatively insignificant market cap, it may be on its way to becoming one of the most influential tech companies globally.Therefore, Palantir's stock should appreciate considerably as the company becomes more profitable in the coming years.Palantir remains my number one stock pick and the single most extensive portfolio holding for 2023.I've accumulated a significant position in Palantir during the recent bottoming process. The company's stock accounts for approximately 6% of my All-Weather Portfolio holdings, making it the most significant single asset I now own. Moreover, I'm not selling a single share, especially not after Palantir's stellar earnings. Furthermore, it's not simply about the better-than-anticipated top and bottom line numbers with Palantir. This company is going places with its advanced, market-leading technologies and highly talented workforce. Therefore, while Palantir is around $8-$10 here, it should be a $50 stock in 2-3 years. Palantir should become increasingly profitable as the company's revenues expand, leading to a much higher stock price in the coming years.Technically - Palantir Should Go Much HigherPLTR (stockcharts.com)Quite remarkably, nearly three years after going public, Palantir's stock is still trading around its IPO range. Yes, the stock had a meteoric rise around the height of the tech bubble, becoming irrationally overbought. However, Palantir's stock experienced an epic 87% peak-to-trough drop in the current bear market. The technical image is highly positive, and Palantir's stock should start another long-term uptrend soon. Also, the downside appears limited, and the stock may not drop to the $6-$7 range again. Therefore, any pullbacks from here should be considered buying opportunities, in my view.Say Hello to The Palantir CrewThe \"Palantir Pack\" includes - co-founder Joe Lonsdale, first employee Alex Moore, 10th hire Garry Tan, and others. All three gentlemen mentioned have been founders and are now founders of an alumni network for Palantir.Palantir is an elite workplace and appears similar to young, up-and-coming Tesla (TSLA) or SpaceX. Harvard called Palantir a unicorn in 2015, and the company's been attracting the top talent in Silicon Valley for years. Its alumni network is remarkable for a relatively young company with multi-billion dollar financial institution founders, defense contractor founders, and much more making the list.Palantir - Alumni's Top CompaniesPalantir alumni's top companies (protocol.com)Therefore, while Palantir may appear like a boring defense contractor, it's one of the most influential technology companies globally. Palantir's valuation remains around $16 billion, but could be around $18 billion after the bell. However, provided the company's top talent, global network, market leadership, and other distinct advantages, its valuation should be much higher and could reach $50-$100 billion in the coming years (2-3). Also, Palantir is at the cutting edge of AI, and its revenue growth should remain substantial for several years (5-10), enabling the company to become increasingly profitable in the coming years.Palantir - On the Cutting Edge of AIPalantir is essentially integrating AI into the U.S. military's decision-making process. The company recently launched an AI platform designed to help with drone surveillance, generating attack plans, and jamming enemy communications. Other companies aren't typically involved in such ventures, as Palantir needs more competitors to provide similar comprehensive solutions. Thus, Palantir has immense potential to grow, expanding market share in its government and commercial segments long term.The Recent Earnings - ExcellentWhile many companies seem to be struggling, Palantir is doing well. The company reported Non-GAAP EPS of 5 cents, beating by 1 cent (20%). Not that counting pennies is important here, but the results are excellent. Revenues came in at $525.2 million in Q1, topping estimates by $20 million, showing an 18% YoY gain. Moreover, the U.S. commercial revenue grew by 26% YoY to $107 million. U.S. government revenues expanded nicely by about 22% to $230 million.Furthermore, Palantir's customer count increased by 41% YoY and 7% QoQ. U.S. commercial customer count expanded by about 50% YoY to 155 customers in Q1 2023. For the full-year 2023, the company guided to revenues of $2.185-$2.235 billion vs. $2.2B, the consensus. The company also guided to adjusted income from operations of $506-$556 million and GAAP profitability each quarter in 2023.This dynamic provides a high probability for a full-year beat over the current depressed consensus estimates. Therefore, as we advance, we should see higher revisions concerning Palantir's growth prospects and profitability potential.Income StatementIncome statement (investors.palantir.com)We see an extremely high gross margin of roughly 80% for the last quarter (including SBC). Moreover, we see revenue growth eclipsing the growth of operating expenses, leading to GAAP profitability in the previous quarter. Palantir provided a net income of $17 million compared to a loss of more than $100 million in the same quarter last year. Therefore, we see Palantir growing more profitable as its revenues increase, and this dynamic should continue, leading to higher-than-anticipated profitability and EPS in the coming years.Palantir's Earnings Estimates to RiseRevenue Projections - Too Low NowPLTR (seekingalpha.com)Palantir's 2023 consensus revenue estimate is $2.2B, with a high-end target of $2.24B. Palantir just announced it should see between $2.185-$2.235B. The company's target could raise the average estimate to about $2.21 billion, and higher-end estimates could now expand to $2.3B. Furthermore, Palantir has surpassed estimates providing its second consecutive GAAP positive quarter, and promises more profits ahead. Therefore, we should see Palantir's profitability metrics also rise soon.EPS Projections - Likely to IncreaseEPS (seekingalpha.com)Consensus EPS estimates are 20 cents this year and about 25 cents for 2024. However, provided that Palantir surpassed consensus EPS figures in the past two quarters, we should see outperformance as Palantir advances. Palantir is a high-margin/high-profitability company, and it should get increasingly profitable as its revenues increase in the coming years.Here's where Palantir's stock could be in the future:Year2023202420252026202720282029Revenue Bs$2.3$3$3.6$4.64$5.95$7.55$9.5Revenue growth23%28%20%29%28%27%25%EPS$.20$.30$.45$.65$.94$1.311.77EPS growthN/A50%50%47%45%40%35%Forward P/E27303335343330Stock price$8$14$21$33$52$59$70Source: The Financial ProphetWhile my estimates seem bullish, they could be modest as Palantir could become profitable quicker than anticipated. Furthermore, the company could experience more demand and provide higher revenue growth in future years. Also, Palantir's multiple can expand more than expected, and the company's share price may appreciate more rapidly than my projections suggest.Nevertheless - There are Risks to ConsiderDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. The company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head lower. Also, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. So, please carefully consider these and other risks before you invest in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957745934,"gmtCreate":1677570376228,"gmtModify":1677570911776,"author":{"id":"4139474158792692","authorId":"4139474158792692","name":"daveybaby","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139474158792692","authorIdStr":"4139474158792692"},"themes":[],"htmlText":"Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.","listText":"Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.","text":"Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957745934","repostId":"2314596890","repostType":2,"repost":{"id":"2314596890","pubTimestamp":1677566718,"share":"https://ttm.financial/m/news/2314596890?lang=&edition=fundamental","pubTime":"2023-02-28 14:45","market":"us","language":"en","title":"Warren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer","url":"https://stock-news.laohu8.com/highlight/detail?id=2314596890","media":"Motley Fool","summary":"The Oracle of Omaha's secret to success is surprisingly simple.","content":"<html><head></head><body><p>Investors don't have to look to the best-seller lists to find great ideas. Every year, they can read wisdom shared by one of the greatest investors of all time -- for free. I'm referring to Warren Buffett's annual letter to <b>Berkshire Hathaway</b> (BRK.A -0.15%) (BRK.B -0.04%) shareholders. It's a virtual treasure trove of fantastic insight for anyone interested in investing.</p><p>Buffett's latest letter was released over the weekend. And it didn't disappoint. While it was, as usual, chock-full of great things for investors to know, there was one part that especially stood out to me. Buffett revealed what he called his "secret sauce." And he wrote a 10-word sentence that can make you richer.</p><p><img src=\"https://static.tigerbbs.com/4bfe54804b96f1d1592346af94917d87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: The Motley Fool.</p><h2>Buffett's secret sauce</h2><p>Four pages into Buffett's recent letter to Berkshire Hathaway shareholders is a section titled "The Secret Sauce." Sure enough, the legendary investor laid out in only six paragraphs the secret to how he's become unbelievably wealthy.</p><p>But Buffett was able to sum up his secret sauce in only 10 words. Here they are: "The weeds wither away in significance as the flowers bloom."</p><p>The "weeds" are stocks that Buffett has bought for Berkshire's portfolio through the years that didn't generate significant returns. There have been plenty of those during the Oracle of Omaha's long career. He readily admitted in the latest letter to shareholders, "Over the years, I have made many mistakes."</p><p>Buffett has also had some "flowers" along the way. These are stocks that performed extraordinarily well. As time passed, they made up an increasingly larger part of Berkshire's portfolio while the weeds became a much smaller part of the portfolio. Of course, Buffett sometimes plucked some of those weeds out of his garden.</p><p>That's Buffett's secret sauce in a nutshell. He let his winners run. Over the long term, they made well more than enough money to offset all of the mediocre performers.</p><h2>Specific examples</h2><p>Is that really Buffett's secret to success? Actually, yes. He even provided a few examples in the letter to back up up his case.</p><p>Buffett noted that in 1994 Berkshire completed a series of purchases of <b>The Coca-Cola Company</b> that stretched out over a seven-year period. During that time, Berkshire bought 400 million shares of Coca-Cola for a total of $1.3 billion. In 2022, Coca-Cola paid Berkshire $704 million in dividends -- more than half the initial purchase price.</p><p><b>American Express</b> is another long-term holding in Berkshire's portfolio. Buffett & Co. also invested roughly $1.3 billion in the financial services giant back in the '90s. Amex paid dividends totaling $302 million to Berkshire in 2022.</p><p>At the end of last year, Berkshire's investments in Coca-Cola and American Express were worth around $25 billion and $22 billion, respectively. The two rank among six stocks that make up a whopping 79% of Berkshire's total portfolio today. The flowers bloomed.</p><h2>Making you richer</h2><p>I could talk about Buffett's stocks that haven't performed so well. There are plenty of them. But the negative impact they made on Berkshire's portfolio pale in comparison to the successes that stocks like Coca-Cola and American Express have achieved.</p><p>The truth is that Buffett's buy-and-hold investing strategy has made him one of the wealthiest people in the world. And it has done so with a surprisingly few big winners. In fact, Buffett wrote in his latest letter to Berkshire shareholders, "Our satisfactory results have been the product of about a dozen truly good decisions."</p><p>This approach can make you richer, too. Buffett said it best in his latest letter, "Over time, it takes just a few winners to work wonders." The stocks that hold the potential to make you wealthier over the long term won't necessarily be the same ones that did the trick for Buffett and Berkshire, but the secret sauce is the same. Don't worry about the stocks you buy that don't pan out. Hold onto your winners. Those weeds will wither as your flowers bloom.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 14:45 GMT+8 <a href=https://www.fool.com/investing/2023/02/27/warren-buffett-reveals-his-secret-sauce-10-words/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors don't have to look to the best-seller lists to find great ideas. Every year, they can read wisdom shared by one of the greatest investors of all time -- for free. I'm referring to Warren ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/27/warren-buffett-reveals-his-secret-sauce-10-words/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU1861217088.USD":"贝莱德金融科技A2","AXP":"美国运通","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0251142724.SGD":"Fidelity America A-SGD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4166":"消费信贷","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4588":"碎股","BK4550":"红杉资本持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BRK.B":"伯克希尔B","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BRK.A":"伯克希尔","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4504":"桥水持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4176":"多领域控股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","KO":"可口可乐","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4532":"文艺复兴科技持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SG9999002232.USD":"Allianz Global High Payout USD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4177":"软饮料","BK4585":"ETF&股票定投概念","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2023/02/27/warren-buffett-reveals-his-secret-sauce-10-words/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314596890","content_text":"Investors don't have to look to the best-seller lists to find great ideas. Every year, they can read wisdom shared by one of the greatest investors of all time -- for free. I'm referring to Warren Buffett's annual letter to Berkshire Hathaway (BRK.A -0.15%) (BRK.B -0.04%) shareholders. It's a virtual treasure trove of fantastic insight for anyone interested in investing.Buffett's latest letter was released over the weekend. And it didn't disappoint. While it was, as usual, chock-full of great things for investors to know, there was one part that especially stood out to me. Buffett revealed what he called his \"secret sauce.\" And he wrote a 10-word sentence that can make you richer.Image source: The Motley Fool.Buffett's secret sauceFour pages into Buffett's recent letter to Berkshire Hathaway shareholders is a section titled \"The Secret Sauce.\" Sure enough, the legendary investor laid out in only six paragraphs the secret to how he's become unbelievably wealthy.But Buffett was able to sum up his secret sauce in only 10 words. Here they are: \"The weeds wither away in significance as the flowers bloom.\"The \"weeds\" are stocks that Buffett has bought for Berkshire's portfolio through the years that didn't generate significant returns. There have been plenty of those during the Oracle of Omaha's long career. He readily admitted in the latest letter to shareholders, \"Over the years, I have made many mistakes.\"Buffett has also had some \"flowers\" along the way. These are stocks that performed extraordinarily well. As time passed, they made up an increasingly larger part of Berkshire's portfolio while the weeds became a much smaller part of the portfolio. Of course, Buffett sometimes plucked some of those weeds out of his garden.That's Buffett's secret sauce in a nutshell. He let his winners run. Over the long term, they made well more than enough money to offset all of the mediocre performers.Specific examplesIs that really Buffett's secret to success? Actually, yes. He even provided a few examples in the letter to back up up his case.Buffett noted that in 1994 Berkshire completed a series of purchases of The Coca-Cola Company that stretched out over a seven-year period. During that time, Berkshire bought 400 million shares of Coca-Cola for a total of $1.3 billion. In 2022, Coca-Cola paid Berkshire $704 million in dividends -- more than half the initial purchase price.American Express is another long-term holding in Berkshire's portfolio. Buffett & Co. also invested roughly $1.3 billion in the financial services giant back in the '90s. Amex paid dividends totaling $302 million to Berkshire in 2022.At the end of last year, Berkshire's investments in Coca-Cola and American Express were worth around $25 billion and $22 billion, respectively. The two rank among six stocks that make up a whopping 79% of Berkshire's total portfolio today. The flowers bloomed.Making you richerI could talk about Buffett's stocks that haven't performed so well. There are plenty of them. But the negative impact they made on Berkshire's portfolio pale in comparison to the successes that stocks like Coca-Cola and American Express have achieved.The truth is that Buffett's buy-and-hold investing strategy has made him one of the wealthiest people in the world. And it has done so with a surprisingly few big winners. In fact, Buffett wrote in his latest letter to Berkshire shareholders, \"Our satisfactory results have been the product of about a dozen truly good decisions.\"This approach can make you richer, too. Buffett said it best in his latest letter, \"Over time, it takes just a few winners to work wonders.\" The stocks that hold the potential to make you wealthier over the long term won't necessarily be the same ones that did the trick for Buffett and Berkshire, but the secret sauce is the same. Don't worry about the stocks you buy that don't pan out. Hold onto your winners. Those weeds will wither as your flowers bloom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"wimpy","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274689532367","authorIdStr":"3479274689532367"},"content":"Ai, it's a little bit difficult for me to understand this kind of thing, would you mind disclosuring futher details about your question above?","text":"Ai, it's a little bit difficult for me to understand this kind of thing, would you mind disclosuring futher details about your question above?","html":"Ai, it's a little bit difficult for me to understand this kind of thing, would you mind disclosuring futher details about your question above?"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9957745934,"gmtCreate":1677570376228,"gmtModify":1677570911776,"author":{"id":"4139474158792692","authorId":"4139474158792692","name":"daveybaby","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139474158792692","authorIdStr":"4139474158792692"},"themes":[],"htmlText":"Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.","listText":"Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.","text":"Was the world in as bad a condition in the 90s as it is today. I wonder would he have the same outcomes if he started today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957745934","repostId":"2314596890","repostType":2,"repost":{"id":"2314596890","pubTimestamp":1677566718,"share":"https://ttm.financial/m/news/2314596890?lang=&edition=fundamental","pubTime":"2023-02-28 14:45","market":"us","language":"en","title":"Warren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer","url":"https://stock-news.laohu8.com/highlight/detail?id=2314596890","media":"Motley Fool","summary":"The Oracle of Omaha's secret to success is surprisingly simple.","content":"<html><head></head><body><p>Investors don't have to look to the best-seller lists to find great ideas. Every year, they can read wisdom shared by one of the greatest investors of all time -- for free. I'm referring to Warren Buffett's annual letter to <b>Berkshire Hathaway</b> (BRK.A -0.15%) (BRK.B -0.04%) shareholders. It's a virtual treasure trove of fantastic insight for anyone interested in investing.</p><p>Buffett's latest letter was released over the weekend. And it didn't disappoint. While it was, as usual, chock-full of great things for investors to know, there was one part that especially stood out to me. Buffett revealed what he called his "secret sauce." And he wrote a 10-word sentence that can make you richer.</p><p><img src=\"https://static.tigerbbs.com/4bfe54804b96f1d1592346af94917d87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: The Motley Fool.</p><h2>Buffett's secret sauce</h2><p>Four pages into Buffett's recent letter to Berkshire Hathaway shareholders is a section titled "The Secret Sauce." Sure enough, the legendary investor laid out in only six paragraphs the secret to how he's become unbelievably wealthy.</p><p>But Buffett was able to sum up his secret sauce in only 10 words. Here they are: "The weeds wither away in significance as the flowers bloom."</p><p>The "weeds" are stocks that Buffett has bought for Berkshire's portfolio through the years that didn't generate significant returns. There have been plenty of those during the Oracle of Omaha's long career. He readily admitted in the latest letter to shareholders, "Over the years, I have made many mistakes."</p><p>Buffett has also had some "flowers" along the way. These are stocks that performed extraordinarily well. As time passed, they made up an increasingly larger part of Berkshire's portfolio while the weeds became a much smaller part of the portfolio. Of course, Buffett sometimes plucked some of those weeds out of his garden.</p><p>That's Buffett's secret sauce in a nutshell. He let his winners run. Over the long term, they made well more than enough money to offset all of the mediocre performers.</p><h2>Specific examples</h2><p>Is that really Buffett's secret to success? Actually, yes. He even provided a few examples in the letter to back up up his case.</p><p>Buffett noted that in 1994 Berkshire completed a series of purchases of <b>The Coca-Cola Company</b> that stretched out over a seven-year period. During that time, Berkshire bought 400 million shares of Coca-Cola for a total of $1.3 billion. In 2022, Coca-Cola paid Berkshire $704 million in dividends -- more than half the initial purchase price.</p><p><b>American Express</b> is another long-term holding in Berkshire's portfolio. Buffett & Co. also invested roughly $1.3 billion in the financial services giant back in the '90s. Amex paid dividends totaling $302 million to Berkshire in 2022.</p><p>At the end of last year, Berkshire's investments in Coca-Cola and American Express were worth around $25 billion and $22 billion, respectively. The two rank among six stocks that make up a whopping 79% of Berkshire's total portfolio today. The flowers bloomed.</p><h2>Making you richer</h2><p>I could talk about Buffett's stocks that haven't performed so well. There are plenty of them. But the negative impact they made on Berkshire's portfolio pale in comparison to the successes that stocks like Coca-Cola and American Express have achieved.</p><p>The truth is that Buffett's buy-and-hold investing strategy has made him one of the wealthiest people in the world. And it has done so with a surprisingly few big winners. In fact, Buffett wrote in his latest letter to Berkshire shareholders, "Our satisfactory results have been the product of about a dozen truly good decisions."</p><p>This approach can make you richer, too. Buffett said it best in his latest letter, "Over time, it takes just a few winners to work wonders." The stocks that hold the potential to make you wealthier over the long term won't necessarily be the same ones that did the trick for Buffett and Berkshire, but the secret sauce is the same. Don't worry about the stocks you buy that don't pan out. Hold onto your winners. Those weeds will wither as your flowers bloom.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Reveals His Secret Sauce: 10 Words That Can Make You Richer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 14:45 GMT+8 <a href=https://www.fool.com/investing/2023/02/27/warren-buffett-reveals-his-secret-sauce-10-words/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors don't have to look to the best-seller lists to find great ideas. Every year, they can read wisdom shared by one of the greatest investors of all time -- for free. I'm referring to Warren ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/27/warren-buffett-reveals-his-secret-sauce-10-words/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU1861217088.USD":"贝莱德金融科技A2","AXP":"美国运通","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0251142724.SGD":"Fidelity America A-SGD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4166":"消费信贷","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4588":"碎股","BK4550":"红杉资本持仓","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BRK.B":"伯克希尔B","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BRK.A":"伯克希尔","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4504":"桥水持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4176":"多领域控股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","KO":"可口可乐","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4532":"文艺复兴科技持仓","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SG9999002232.USD":"Allianz Global High Payout USD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4177":"软饮料","BK4585":"ETF&股票定投概念","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2023/02/27/warren-buffett-reveals-his-secret-sauce-10-words/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314596890","content_text":"Investors don't have to look to the best-seller lists to find great ideas. Every year, they can read wisdom shared by one of the greatest investors of all time -- for free. I'm referring to Warren Buffett's annual letter to Berkshire Hathaway (BRK.A -0.15%) (BRK.B -0.04%) shareholders. It's a virtual treasure trove of fantastic insight for anyone interested in investing.Buffett's latest letter was released over the weekend. And it didn't disappoint. While it was, as usual, chock-full of great things for investors to know, there was one part that especially stood out to me. Buffett revealed what he called his \"secret sauce.\" And he wrote a 10-word sentence that can make you richer.Image source: The Motley Fool.Buffett's secret sauceFour pages into Buffett's recent letter to Berkshire Hathaway shareholders is a section titled \"The Secret Sauce.\" Sure enough, the legendary investor laid out in only six paragraphs the secret to how he's become unbelievably wealthy.But Buffett was able to sum up his secret sauce in only 10 words. Here they are: \"The weeds wither away in significance as the flowers bloom.\"The \"weeds\" are stocks that Buffett has bought for Berkshire's portfolio through the years that didn't generate significant returns. There have been plenty of those during the Oracle of Omaha's long career. He readily admitted in the latest letter to shareholders, \"Over the years, I have made many mistakes.\"Buffett has also had some \"flowers\" along the way. These are stocks that performed extraordinarily well. As time passed, they made up an increasingly larger part of Berkshire's portfolio while the weeds became a much smaller part of the portfolio. Of course, Buffett sometimes plucked some of those weeds out of his garden.That's Buffett's secret sauce in a nutshell. He let his winners run. Over the long term, they made well more than enough money to offset all of the mediocre performers.Specific examplesIs that really Buffett's secret to success? Actually, yes. He even provided a few examples in the letter to back up up his case.Buffett noted that in 1994 Berkshire completed a series of purchases of The Coca-Cola Company that stretched out over a seven-year period. During that time, Berkshire bought 400 million shares of Coca-Cola for a total of $1.3 billion. In 2022, Coca-Cola paid Berkshire $704 million in dividends -- more than half the initial purchase price.American Express is another long-term holding in Berkshire's portfolio. Buffett & Co. also invested roughly $1.3 billion in the financial services giant back in the '90s. Amex paid dividends totaling $302 million to Berkshire in 2022.At the end of last year, Berkshire's investments in Coca-Cola and American Express were worth around $25 billion and $22 billion, respectively. The two rank among six stocks that make up a whopping 79% of Berkshire's total portfolio today. The flowers bloomed.Making you richerI could talk about Buffett's stocks that haven't performed so well. There are plenty of them. But the negative impact they made on Berkshire's portfolio pale in comparison to the successes that stocks like Coca-Cola and American Express have achieved.The truth is that Buffett's buy-and-hold investing strategy has made him one of the wealthiest people in the world. And it has done so with a surprisingly few big winners. In fact, Buffett wrote in his latest letter to Berkshire shareholders, \"Our satisfactory results have been the product of about a dozen truly good decisions.\"This approach can make you richer, too. Buffett said it best in his latest letter, \"Over time, it takes just a few winners to work wonders.\" The stocks that hold the potential to make you wealthier over the long term won't necessarily be the same ones that did the trick for Buffett and Berkshire, but the secret sauce is the same. Don't worry about the stocks you buy that don't pan out. Hold onto your winners. Those weeds will wither as your flowers bloom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"wimpy","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274689532367","authorIdStr":"3479274689532367"},"content":"Ai, it's a little bit difficult for me to understand this kind of thing, would you mind disclosuring futher details about your question above?","text":"Ai, it's a little bit difficult for me to understand this kind of thing, would you mind disclosuring futher details about your question above?","html":"Ai, it's a little bit difficult for me to understand this kind of thing, would you mind disclosuring futher details about your question above?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970091558,"gmtCreate":1683690479874,"gmtModify":1683690500486,"author":{"id":"4139474158792692","authorId":"4139474158792692","name":"daveybaby","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139474158792692","authorIdStr":"4139474158792692"},"themes":[],"htmlText":"Great review. ","listText":"Great review. ","text":"Great review.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970091558","repostId":"2334224872","repostType":2,"repost":{"id":"2334224872","pubTimestamp":1683690005,"share":"https://ttm.financial/m/news/2334224872?lang=&edition=fundamental","pubTime":"2023-05-10 11:40","market":"us","language":"en","title":"Why Palantir Is My Top Holding","url":"https://stock-news.laohu8.com/highlight/detail?id=2334224872","media":"Seekingalpha","summary":"SummarySome people ask why I've been buying Palantir hand over fist during the recent meltdown.Palan","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Some people ask why I've been buying Palantir hand over fist during the recent meltdown.</p></li><li><p>Palantir is a unique, market-leading, highly undervalued company relative to its revenue growth and profitability potential.</p></li><li><p>Moreover, while Palantir still has a relatively insignificant market cap, it may be on its way to becoming one of the most influential tech companies globally.</p></li><li><p>Therefore, Palantir's stock should appreciate considerably as the company becomes more profitable in the coming years.</p></li><li><p>Palantir remains my number one stock pick and the single most extensive portfolio holding for 2023.</p></li></ul><p>I've accumulated a significant position in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> during the recent bottoming process. The company's stock accounts for approximately 6% of my All-Weather Portfolio holdings, making it the most significant single asset I now own. Moreover, I'm not selling a single share, especially not after Palantir's stellar earnings. Furthermore, it's not simply about the better-than-anticipated top and bottom line numbers with Palantir. This company is going places with its advanced, market-leading technologies and highly talented workforce. Therefore, while Palantir is around $8-$10 here, it should be a $50 stock in 2-3 years. Palantir should become increasingly profitable as the company's revenues expand, leading to a much higher stock price in the coming years.</p><h2>Technically - Palantir Should Go Much Higher</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/192adc1df33cd494d675b8a712af9478\" alt=\"PLTR (stockcharts.com)\" title=\"PLTR (stockcharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>PLTR (stockcharts.com)</span></p><p>Quite remarkably, nearly three years after going public, Palantir's stock is still trading around its IPO range. Yes, the stock had a meteoric rise around the height of the tech bubble, becoming irrationally overbought. However, Palantir's stock experienced an epic 87% peak-to-trough drop in the current bear market. The technical image is highly positive, and Palantir's stock should start another long-term uptrend soon. Also, the downside appears limited, and the stock may not drop to the $6-$7 range again. Therefore, any pullbacks from here should be considered buying opportunities, in my view.</p><h2>Say Hello to The Palantir Crew</h2><p>The "Palantir Pack" includes - co-founder Joe Lonsdale, first employee Alex Moore, 10th hire Garry Tan, and others. All three gentlemen mentioned have been founders and are now founders of an alumni network for Palantir.</p><p>Palantir is an elite workplace and appears similar to young, up-and-coming Tesla (TSLA) or SpaceX. Harvard called Palantir a unicorn in 2015, and the company's been attracting the top talent in Silicon Valley for years. Its alumni network is remarkable for a relatively young company with multi-billion dollar financial institution founders, defense contractor founders, and much more making the list.</p><h2>Palantir - Alumni's Top Companies</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5765ece068d1717df675c1e84c315e6e\" alt=\"Palantir alumni's top companies (protocol.com)\" title=\"Palantir alumni's top companies (protocol.com)\" tg-width=\"640\" tg-height=\"523\"/><span>Palantir alumni's top companies (protocol.com)</span></p><p>Therefore, while Palantir may appear like a boring defense contractor, it's one of the most influential technology companies globally. Palantir's valuation remains around $16 billion, but could be around $18 billion after the bell. However, provided the company's top talent, global network, market leadership, and other distinct advantages, its valuation should be much higher and could reach $50-$100 billion in the coming years (2-3). Also, Palantir is at the cutting edge of AI, and its revenue growth should remain substantial for several years (5-10), enabling the company to become increasingly profitable in the coming years.</p><h2>Palantir - On the Cutting Edge of AI</h2><p>Palantir is essentially integrating AI into the U.S. military's decision-making process. The company recently launched an AI platform designed to help with drone surveillance, generating attack plans, and jamming enemy communications. Other companies aren't typically involved in such ventures, as Palantir needs more competitors to provide similar comprehensive solutions. Thus, Palantir has immense potential to grow, expanding market share in its government and commercial segments long term.</p><h2>The Recent Earnings - Excellent</h2><p>While many companies seem to be struggling, Palantir is doing well. The company reported Non-GAAP EPS of 5 cents, beating by 1 cent (20%). Not that counting pennies is important here, but the results are excellent. Revenues came in at $525.2 million in Q1, topping estimates by $20 million, showing an 18% YoY gain. Moreover, the U.S. commercial revenue grew by 26% YoY to $107 million. U.S. government revenues expanded nicely by about 22% to $230 million.</p><p>Furthermore, Palantir's customer count increased by 41% YoY and 7% QoQ. U.S. commercial customer count expanded by about 50% YoY to 155 customers in Q1 2023. For the full-year 2023, the company guided to revenues of $2.185-$2.235 billion vs. $2.2B, the consensus. The company also guided to adjusted income from operations of $506-$556 million and GAAP profitability each quarter in 2023.</p><p>This dynamic provides a high probability for a full-year beat over the current depressed consensus estimates. Therefore, as we advance, we should see higher revisions concerning Palantir's growth prospects and profitability potential.</p><h3>Income Statement</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ffb8f34d3dc889bcc3242bed52a8d1a\" alt=\"Income statement (investors.palantir.com)\" title=\"Income statement (investors.palantir.com)\" tg-width=\"640\" tg-height=\"197\"/><span>Income statement (investors.palantir.com)</span></p><p>We see an extremely high gross margin of roughly 80% for the last quarter (including SBC). Moreover, we see revenue growth eclipsing the growth of operating expenses, leading to GAAP profitability in the previous quarter. Palantir provided a net income of $17 million compared to a loss of more than $100 million in the same quarter last year. Therefore, we see Palantir growing more profitable as its revenues increase, and this dynamic should continue, leading to higher-than-anticipated profitability and EPS in the coming years.</p><h3>Palantir's Earnings Estimates to Rise</h3><h4>Revenue Projections - Too Low Now</h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c93e9e5758f37aeeb5776f2811d4038\" alt=\"PLTR (seekingalpha.com)\" title=\"PLTR (seekingalpha.com)\" tg-width=\"640\" tg-height=\"200\"/><span>PLTR (seekingalpha.com)</span></p><p>Palantir's 2023 consensus revenue estimate is $2.2B, with a high-end target of $2.24B. Palantir just announced it should see between $2.185-$2.235B. The company's target could raise the average estimate to about $2.21 billion, and higher-end estimates could now expand to $2.3B. Furthermore, Palantir has surpassed estimates providing its second consecutive GAAP positive quarter, and promises more profits ahead. Therefore, we should see Palantir's profitability metrics also rise soon.</p><h3>EPS Projections - Likely to Increase</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/106ea3017694a71aa5d422667f8959f3\" alt=\"EPS (seekingalpha.com)\" title=\"EPS (seekingalpha.com)\" tg-width=\"640\" tg-height=\"202\"/><span>EPS (seekingalpha.com)</span></p><p>Consensus EPS estimates are 20 cents this year and about 25 cents for 2024. However, provided that Palantir surpassed consensus EPS figures in the past two quarters, we should see outperformance as Palantir advances. Palantir is a high-margin/high-profitability company, and it should get increasingly profitable as its revenues increase in the coming years.</p><p><strong>Here's where Palantir's stock could be in the future:</strong></p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year</strong></p></td><td style=\"text-align:left;\"><p><strong>2023</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$2.3</p></td><td style=\"text-align:left;\"><p>$3</p></td><td style=\"text-align:left;\"><p>$3.6</p></td><td style=\"text-align:left;\"><p>$4.64</p></td><td style=\"text-align:left;\"><p>$5.95</p></td><td style=\"text-align:left;\"><p>$7.55</p></td><td style=\"text-align:left;\"><p>$9.5</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>23%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>20%</p></td><td style=\"text-align:left;\"><p>29%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>27%</p></td><td style=\"text-align:left;\"><p>25%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$.20</p></td><td style=\"text-align:left;\"><p>$.30</p></td><td style=\"text-align:left;\"><p>$.45</p></td><td style=\"text-align:left;\"><p>$.65</p></td><td style=\"text-align:left;\"><p>$.94</p></td><td style=\"text-align:left;\"><p>$1.31</p></td><td style=\"text-align:left;\"><p>1.77</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>N/A</p></td><td style=\"text-align:left;\"><p>50%</p></td><td style=\"text-align:left;\"><p>50%</p></td><td style=\"text-align:left;\"><p>47%</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>40%</p></td><td style=\"text-align:left;\"><p>35%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>27</p></td><td style=\"text-align:left;\"><p>30</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>35</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>30</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$8</p></td><td style=\"text-align:left;\"><p>$14</p></td><td style=\"text-align:left;\"><p>$21</p></td><td style=\"text-align:left;\"><p>$33</p></td><td style=\"text-align:left;\"><p>$52</p></td><td style=\"text-align:left;\"><p>$59</p></td><td style=\"text-align:left;\"><p>$70</p></td></tr></tbody></table><p>Source: The Financial Prophet</p><p>While my estimates seem bullish, they could be modest as Palantir could become profitable quicker than anticipated. Furthermore, the company could experience more demand and provide higher revenue growth in future years. Also, Palantir's multiple can expand more than expected, and the company's share price may appreciate more rapidly than my projections suggest.</p><h2>Nevertheless - There are Risks to Consider</h2><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. The company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head lower. Also, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. So, please carefully consider these and other risks before you invest in Palantir.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Is My Top Holding</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir Is My Top Holding\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-10 11:40 GMT+8 <a href=https://seekingalpha.com/article/4601938-why-palantir-is-my-top-holding><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySome people ask why I've been buying Palantir hand over fist during the recent meltdown.Palantir is a unique, market-leading, highly undervalued company relative to its revenue growth and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4601938-why-palantir-is-my-top-holding\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4601938-why-palantir-is-my-top-holding","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2334224872","content_text":"SummarySome people ask why I've been buying Palantir hand over fist during the recent meltdown.Palantir is a unique, market-leading, highly undervalued company relative to its revenue growth and profitability potential.Moreover, while Palantir still has a relatively insignificant market cap, it may be on its way to becoming one of the most influential tech companies globally.Therefore, Palantir's stock should appreciate considerably as the company becomes more profitable in the coming years.Palantir remains my number one stock pick and the single most extensive portfolio holding for 2023.I've accumulated a significant position in Palantir during the recent bottoming process. The company's stock accounts for approximately 6% of my All-Weather Portfolio holdings, making it the most significant single asset I now own. Moreover, I'm not selling a single share, especially not after Palantir's stellar earnings. Furthermore, it's not simply about the better-than-anticipated top and bottom line numbers with Palantir. This company is going places with its advanced, market-leading technologies and highly talented workforce. Therefore, while Palantir is around $8-$10 here, it should be a $50 stock in 2-3 years. Palantir should become increasingly profitable as the company's revenues expand, leading to a much higher stock price in the coming years.Technically - Palantir Should Go Much HigherPLTR (stockcharts.com)Quite remarkably, nearly three years after going public, Palantir's stock is still trading around its IPO range. Yes, the stock had a meteoric rise around the height of the tech bubble, becoming irrationally overbought. However, Palantir's stock experienced an epic 87% peak-to-trough drop in the current bear market. The technical image is highly positive, and Palantir's stock should start another long-term uptrend soon. Also, the downside appears limited, and the stock may not drop to the $6-$7 range again. Therefore, any pullbacks from here should be considered buying opportunities, in my view.Say Hello to The Palantir CrewThe \"Palantir Pack\" includes - co-founder Joe Lonsdale, first employee Alex Moore, 10th hire Garry Tan, and others. All three gentlemen mentioned have been founders and are now founders of an alumni network for Palantir.Palantir is an elite workplace and appears similar to young, up-and-coming Tesla (TSLA) or SpaceX. Harvard called Palantir a unicorn in 2015, and the company's been attracting the top talent in Silicon Valley for years. Its alumni network is remarkable for a relatively young company with multi-billion dollar financial institution founders, defense contractor founders, and much more making the list.Palantir - Alumni's Top CompaniesPalantir alumni's top companies (protocol.com)Therefore, while Palantir may appear like a boring defense contractor, it's one of the most influential technology companies globally. Palantir's valuation remains around $16 billion, but could be around $18 billion after the bell. However, provided the company's top talent, global network, market leadership, and other distinct advantages, its valuation should be much higher and could reach $50-$100 billion in the coming years (2-3). Also, Palantir is at the cutting edge of AI, and its revenue growth should remain substantial for several years (5-10), enabling the company to become increasingly profitable in the coming years.Palantir - On the Cutting Edge of AIPalantir is essentially integrating AI into the U.S. military's decision-making process. The company recently launched an AI platform designed to help with drone surveillance, generating attack plans, and jamming enemy communications. Other companies aren't typically involved in such ventures, as Palantir needs more competitors to provide similar comprehensive solutions. Thus, Palantir has immense potential to grow, expanding market share in its government and commercial segments long term.The Recent Earnings - ExcellentWhile many companies seem to be struggling, Palantir is doing well. The company reported Non-GAAP EPS of 5 cents, beating by 1 cent (20%). Not that counting pennies is important here, but the results are excellent. Revenues came in at $525.2 million in Q1, topping estimates by $20 million, showing an 18% YoY gain. Moreover, the U.S. commercial revenue grew by 26% YoY to $107 million. U.S. government revenues expanded nicely by about 22% to $230 million.Furthermore, Palantir's customer count increased by 41% YoY and 7% QoQ. U.S. commercial customer count expanded by about 50% YoY to 155 customers in Q1 2023. For the full-year 2023, the company guided to revenues of $2.185-$2.235 billion vs. $2.2B, the consensus. The company also guided to adjusted income from operations of $506-$556 million and GAAP profitability each quarter in 2023.This dynamic provides a high probability for a full-year beat over the current depressed consensus estimates. Therefore, as we advance, we should see higher revisions concerning Palantir's growth prospects and profitability potential.Income StatementIncome statement (investors.palantir.com)We see an extremely high gross margin of roughly 80% for the last quarter (including SBC). Moreover, we see revenue growth eclipsing the growth of operating expenses, leading to GAAP profitability in the previous quarter. Palantir provided a net income of $17 million compared to a loss of more than $100 million in the same quarter last year. Therefore, we see Palantir growing more profitable as its revenues increase, and this dynamic should continue, leading to higher-than-anticipated profitability and EPS in the coming years.Palantir's Earnings Estimates to RiseRevenue Projections - Too Low NowPLTR (seekingalpha.com)Palantir's 2023 consensus revenue estimate is $2.2B, with a high-end target of $2.24B. Palantir just announced it should see between $2.185-$2.235B. The company's target could raise the average estimate to about $2.21 billion, and higher-end estimates could now expand to $2.3B. Furthermore, Palantir has surpassed estimates providing its second consecutive GAAP positive quarter, and promises more profits ahead. Therefore, we should see Palantir's profitability metrics also rise soon.EPS Projections - Likely to IncreaseEPS (seekingalpha.com)Consensus EPS estimates are 20 cents this year and about 25 cents for 2024. However, provided that Palantir surpassed consensus EPS figures in the past two quarters, we should see outperformance as Palantir advances. Palantir is a high-margin/high-profitability company, and it should get increasingly profitable as its revenues increase in the coming years.Here's where Palantir's stock could be in the future:Year2023202420252026202720282029Revenue Bs$2.3$3$3.6$4.64$5.95$7.55$9.5Revenue growth23%28%20%29%28%27%25%EPS$.20$.30$.45$.65$.94$1.311.77EPS growthN/A50%50%47%45%40%35%Forward P/E27303335343330Stock price$8$14$21$33$52$59$70Source: The Financial ProphetWhile my estimates seem bullish, they could be modest as Palantir could become profitable quicker than anticipated. Furthermore, the company could experience more demand and provide higher revenue growth in future years. Also, Palantir's multiple can expand more than expected, and the company's share price may appreciate more rapidly than my projections suggest.Nevertheless - There are Risks to ConsiderDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. The company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head lower. Also, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. So, please carefully consider these and other risks before you invest in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
