Palantir Stock Embodies the Perils of Buying Growth

InvestorPlace2022-02-10

Palantir Technologies(NYSE:PLTR) is a growth stock. When growth stocks were in fashion, it was a winner. When they ceased to be in fashion, investors lost.After writing about its data analysis ...

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精彩评论

  • BleuNovember
    2022-02-10
    BleuNovember
    This article is probably more in line with what the market currently thinks about the stock. Just think about the customer acquisition and then conversion between tiers - from existing to become a higher paying customer - that is not that easy. I'd use the company for one specific project purpose and beyond that, I may not need it for more. That single project may exist and it may be for the long run, but converting to a higher paying tier, I must have something else that i need Palantir to do for me. I don't see that happening. So all Palantir can do is to spend high marketing costs acquiring new customers who will need its services - which may not be as scalable as it seems. Each customer is unique in its requirements so set up costs cannot be scaled out of the equation wh
    • PorterLamb: 
      I quite agree with you. Using cloud services or B2B will indeed increase the number of customers, but what really needs to be adjusted is the operation and marketing management behind it.
    • NinaEmmie: 
      I think it is difficult to obtain new customers and continuously tap the value of existing customers. If I have to make a choice, I think the former will be more difficult.
    • EvelynHoover: 
      You're right. Sometimes managers may have many considerations that make their decisions different from what we think.
    • MamieBenson: 
      Great point of view! How to expand and retain customers is a problem worth studying.
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