Hims and Palantir Will Make Millionaires.

About this Video

• Video Title: Hims and Palantir Will Make Millionaires.
• Channel: Antonio Linares
• Speakers: Antonio Linares
• Duration: 00:23:26

Introduction

This video discusses the investment potential of Hims and Palantir Technologies. The speaker, who claims significant returns on previous investments, analyzes these companies' operational algorithms, comparing them to successful companies like Costco and Nvidia. He argues that a long-term perspective is crucial for understanding their potential for substantial returns.

Key Takeaways

• Costco Algorithm: The speaker identifies a "Costco algorithm" where companies prioritize delivering more value to customers per dollar spent, leading to exponential top-line growth and significant shareholder returns over the long term. Hims is presented as an example of a company employing this algorithm.
• Nvidia Algorithm: The speaker describes an "Nvidia algorithm" where companies focus on mastering a specific technology for years, then leverage a technological shift to exponentially expand applications and drive significant returns. Palantir is presented as an example of this algorithm.
• Long-Term Investing: The core message emphasizes the importance of long-term thinking in investing, contrasting it with short-term market fluctuations and focusing instead on value creation and fundamental business growth.
• Hims Analysis: Hims's success is attributed to its focus on the Costco algorithm, offering more healthcare verticals, lower prices, and personalized treatment within its platform, while facing challenges to replication. The speaker believes its free cash flow growth showcases its potential for substantial returns.
• Palantir Analysis: Palantir's success is linked to the Nvidia algorithm, building its digital twin technology over time, waiting for a technological shift (AI/LLMs) to increase ease of distribution and drive exponential growth. The speaker believes it is evolving into a network of digital twins, and has significant long-term growth potential.