This could be next Palantir‼️

About this Video

• Video Title: This could be next Palantir‼️
• Channel: Financial Education
• Speakers: Jeremy (primary speaker), Tom Lee (mentioned)
• Duration: 00:57:12

Introduction

This video discusses various stocks, analyzing their potential as investment opportunities. The primary focus is on Dutch Bros, comparing its valuation and growth to Palantir. The video also covers The Trade Desk, Snowflake, and Adobe, offering the speaker's perspective on each company's prospects. Additionally, the video includes a market outlook, reacting to Tom Lee's CNBC appearance and discussing the speaker's view on the public count's trajectory.

Key Takeaways

• Dutch Bros (BRO): Shows incredible growth but has a sky-high valuation (140 trailing 12-month PE, 108 forward PE), similar to Palantir's valuation challenges. The speaker highlights the difference between Dutch Bros' retail model and Palantir's Software-as-a-Service (SaaS) model, impacting profitability and valuation.
• The Trade Desk (TTD): Experienced a significant drop (nearly 40%) after disappointing Q2 results, receiving multiple downgrades due to execution issues and increased competition from Amazon's DSP. The speaker expresses concern about TTD's future growth rates due to Amazon's competitive pressure.
• Snowflake (SNOW): Down over 20% since its 2020 IPO. The speaker suggests that despite its high valuation, Snowflake's profitability may increase rapidly in the next few years, making it a potentially intriguing investment. More analysis is needed before considering a purchase.
• Adobe (ADBE): Down 20%+ this year. The speaker presents a bullish outlook, based on modest projections suggesting strong future growth (17-23% CAGR) and recommends buying the stock.
• Market Outlook: The speaker shares a positive outlook, suggesting a potential further rise in the S&P 500, comparing the current market conditions to those of 2018, and cautioning against short-term market timing.