This could be next Palantir‼️

About this Video

• Video Title: This could be next Palantir‼️
• Channel: Financial Education
• Speakers: Jeremy (main speaker), Tom Lee (mentioned)
• Duration: 57:12

Introduction

This video discusses several stocks, analyzing their potential as investment opportunities. The speaker focuses on evaluating companies based on their financial statements, growth potential, and valuation, contrasting growth with valuation challenges seen in companies like Palantir. He also shares his market outlook and predictions.

Key Takeaways

• Dutch Bros (BROS): Shows incredible growth but trades at a sky-high valuation (PE ratio over 100), similar to Palantir's past valuation challenges. The speaker is hesitant to invest due to the high valuation despite liking the business model. A key difference highlighted is that Palantir is a Software-as-a-Service (SaaS) company, where incremental revenue directly impacts the bottom line, unlike a retailer like Dutch Bros with higher operational costs.
• Trade Desk (TTD): Experienced a significant drop (nearly 40%) after disappointing Q2 results and downgrades from analysts like Bank of America. Concerns revolve around increasing competition from Amazon's DSP platform and questions about sustaining high long-term growth.
• Snowflake (SNOW): Has underperformed since its 2020 IPO, down over 20%. The speaker suggests it might become an interesting opportunity in the future due to projected profitability increases. He needs to conduct further research before considering an investment.
• Adobe (ADBE): Down significantly this year but considered a "buy" by the speaker due to positive projections based on modest growth scenarios. He believes the company will ultimately benefit from AI advancements, despite potential disruptions.
• Market Outlook: The speaker anticipates a potential market correction, emphasizing the importance of valuation in a prolonged bull market. He discusses the possibility of a rally through September, similar to 2018, which could lead to increased risk-taking. He suggests that the current market conditions might warrant even more careful attention to valuations.
• Public Account Performance: The speaker discusses his public investment account, which has recently hit a new all-time high, and speculates on its potential to reach $4-5 million before the next market correction. He stresses a long-term perspective rather than trying to time the market.