(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).

(02-16-2021, 03:03 PM)fenders53 Wrote:

(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).

 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today?  It's not a new company right?

(02-16-2021, 03:18 PM)vbin Wrote: "Moat is growing" it's not there yet.  A lot of their rev comes from big corps and govt contracts and once these customers sign up they don't go away, dependency gets build up on the software/tech and stays like that for years unless the provider becomes incompetent over years and decades.

These integrations intentionally are designed hard to integrate and hard to decouple. Usually providers will give full support and discount for integration in order to facilitate the "hard to integrate" part and once onboard since these are hard to decouple systems, they stay with the customer for long time.( Think about all the logistics, architecture, training, budgeting, approvals) it takes months and years.

From what I know it was purely an engineer company with little emphasis on sales and that's changing.

The problems they are solving( unstructured data) is very hard to solve etc etc etc. What a lot of people don't realize is that these systems can be deployed in multiple domain and areas and opens up new frontiers for PLTR other then defence contracts. I will suggest some reading on them.

(02-16-2021, 03:22 PM)stockguru Wrote:

(02-16-2021, 03:03 PM)fenders53 Wrote:

(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).

 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today?  It's not a new company right?

This stock has been hyped since day 1 and just about ever board you visit says buy this stock. From buy buy buy its going to $100, to $50 this week lol. They missed earnings and rev estimates. And came in at negative 8 cents compared to 2 cent expected. And based on amortization contracts not sure they deserve a 53 billions market cap already.  It's also a heavily shorted stock as well. Seems expensive even at $28 a share.  They have a bright future but if I had the choice between PLTR and KTOS. My money is on KTOS. Its a name I own. 

Don't get me wrong. PLTR will be a nice company is a few years. There just not there yet. If it gets to $20 I will buy for sure. I played it from $18-34. Hoping to do it again lol

(02-16-2021, 03:22 PM)stockguru Wrote:

(02-16-2021, 03:03 PM)fenders53 Wrote:

(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).

 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today?  It's not a new company right?

This stock has been hyped since day 1 and just about ever board you visit says buy this stock. From buy buy buy its going to $100, to $50 this week lol. They missed earnings and rev estimates. And came in at negative 8 cents compared to 2 cent expected. And based on amortization contracts not sure they deserve a 53 billions market cap already.  It's also a heavily shorted stock as well. Seems expensive even at $28 a share.  They have a bright future but if I had the choice between PLTR and KTOS. My money is on KTOS. Its a name I own. 

Don't get me wrong. PLTR will be a nice company is a few years. There just not there yet. If it gets to $20 I will buy for sure. I played it from $18-34. Hoping to do it again lol

(02-17-2021, 05:49 AM)rayray Wrote: added to bmy

bought two starter positions, mostly to watch and keep a closer eye on--i'll do that buy a few shares 5 or 10 just to watch the equity more closely

stag

twou

(05-07-2020, 11:15 AM)kblake Wrote: bought WFC, GD, FRT, MO, PM and BRK.B

I'm still holding 48% cash for other opportunities

(02-16-2021, 02:09 PM)chascornell Wrote: Thinking about throwing down a F call for next year. What’s peoples thoughts on F? The Fed just announced all their cars will be EV, I think this should increase the stock price over time


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(02-17-2021, 06:44 AM)ken-do-nim Wrote:

(02-17-2021, 05:49 AM)rayray Wrote: added to bmy

bought two starter positions, mostly to watch and keep a closer eye on--i'll do that buy a few shares 5 or 10 just to watch the equity more closely

stag

twou

I've been watching BMY.  EPS negative, price lower than it was 5 years ago and for more than a year just choppy, pretty good dividend but I'm doubtful of its prospects for growth.

STAG looks interesting.