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Palantir’s Gold Purchase Signals a Positive Turning Point

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This was largely based on the massive employee stock compensation they offer workers. The practice is highly dilutive to existing PLTR stock holders and will put a damper on near- to mid-term opportunities to generate meaningful earnings per share.</p>\n<p>My conclusion was:</p>\n<blockquote>\n “Themes are great. Growth is great. But investing is about the long-term. And investors require a return on their capital above their cost of capital. The lack of near-to-mid term profitability, the massive ongoing share dilution, and increasing competition make PLTR stock very difficult to invest in now.\n</blockquote>\n<blockquote>\n A price-to-sales ratio of almost 30x does not make it attractive at this time. Patience will be required for a safer entry point at much lower prices than today.”\n</blockquote>\n<p>However, things can change and opinions may reverse course. In this case, Palantir’s latest move has made a difference in my viewpoint.</p>\n<p><b>PLTR Stock Has a <a href=\"https://laohu8.com/S/NGD\">New</a> Catalyst</b></p>\n<p>On Aug. 17, it was reported that the company bought$50.7 billion in gold barsas part of its internal investment strategy.</p>\n<p>In an interview, COO Shyam Sankar stated that the purchase “reflects more of a worldview … You have to be prepared for a future with more black swan events.”</p>\n<p>When a fast-growing high-tech growth stock with a leading data analytics platform invests in a6,000 year old metal, it’s a notable event in my opinion. It seems counter-intuitive and contrarian, which makes the purchase even more attractive.</p>\n<p>$50 million in gold compared to PLTR’s $50 billion market cap may not move the needle in terms of inflation protection, but it’s a start and I expect more precious metal purchases going forward.</p>\n<p><b>The Role of Gold in the Market</b></p>\n<p>Still considered a rare element, gold is a precious metal that has been used for currency, jewelry and industrial applications for thousands of years.</p>\n<p>Gold was used as a standard for monetary policy in the U.S. and other countries for quite some time. But in 1971, this conceptfell out of favorand was replaced with a fiat, or paper, currency system.</p>\n<p>Physical gold and gold mining stocks like leading producer<b><a href=\"https://laohu8.com/S/NEM\">Newmont Mining</a></b>(NYSE:<b><u>NEM</u></b>) are often seen as a hedge against inflation. With inflationat the forefrontof everyone’s mind today, investors are seeking protection from rising prices.</p>\n<p>Gold pricesneared $2,000 per ouncein August 2020 as government stimulus ramped up to fight the negative effects of the Covid pandemic. However, the price recently dropped to about $1,800.</p>\n<p>Many investors are thinking cryptocurrencies might serve as inflation hedges and replace gold, but that has not come to fruition in any meaningful way.</p>\n<p><b>Palantir Saw Strong <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results</b></p>\n<p>Aside from its gold purchases and unique internal investment strategy, business results remain very strong.<a href=\"https://laohu8.com/S/TSS\">Total</a> revenues grew49% from the prior year with commercial revenue growing 90%.</p>\n<p>Cash flow from operations was $23 million, which represented a 6% margin. Adjusted free cash flow was $50 million, which was a 13% margin. Additionally, adjusted earnings per share was 4 cents during the quarter. However, GAAP EPS was a loss of 7 cents when you include stock compensation.</p>\n<p>Palantir closed 62 deals in the quarter that have a value of $1 million or more. 21 of those deals exceed $10 million in value.</p>\n<p>Full-year 2021 guidance was raised to an expected adjusted free cash flow of more than $300 million. That’s a significant increase from prior guidance of $150 million. The company continues to expect annual long-term revenue growth of 30% or greater through 2025.</p>\n<p><b>PLTR Stock Looks More Appealing Now</b></p>\n<p>PLTR stock is a decent buy for its forward-thinking attitude regarding its internal investment policies. I’m still not comfortable with the company’s high levels of stock compensation and lack of near-term profitability. However, continued rapid revenue growth may overcome that serious issue.</p>\n<p>For those looking for more direct gold exposure, Newmont Mining looks good at these levels and is supported by a 3.8% dividend yield.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir’s Gold Purchase Signals a Positive Turning Point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir’s Gold Purchase Signals a Positive Turning Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/pltr-stock-gold-purchase-may-be-a-positive-turning-point/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's purchase of gold sets the company apart from competitors.\n\nWhen Iwroteabout Palantir Technologies Inc. on July 27,I was skepticalof its future stock performance. This was largely based on ...</p>\n\n<a href=\"https://investorplace.com/2021/08/pltr-stock-gold-purchase-may-be-a-positive-turning-point/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/08/pltr-stock-gold-purchase-may-be-a-positive-turning-point/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137274108","content_text":"Palantir's purchase of gold sets the company apart from competitors.\n\nWhen Iwroteabout Palantir Technologies Inc. on July 27,I was skepticalof its future stock performance. This was largely based on the massive employee stock compensation they offer workers. The practice is highly dilutive to existing PLTR stock holders and will put a damper on near- to mid-term opportunities to generate meaningful earnings per share.\nMy conclusion was:\n\n “Themes are great. Growth is great. But investing is about the long-term. And investors require a return on their capital above their cost of capital. The lack of near-to-mid term profitability, the massive ongoing share dilution, and increasing competition make PLTR stock very difficult to invest in now.\n\n\n A price-to-sales ratio of almost 30x does not make it attractive at this time. Patience will be required for a safer entry point at much lower prices than today.”\n\nHowever, things can change and opinions may reverse course. In this case, Palantir’s latest move has made a difference in my viewpoint.\nPLTR Stock Has a New Catalyst\nOn Aug. 17, it was reported that the company bought$50.7 billion in gold barsas part of its internal investment strategy.\nIn an interview, COO Shyam Sankar stated that the purchase “reflects more of a worldview … You have to be prepared for a future with more black swan events.”\nWhen a fast-growing high-tech growth stock with a leading data analytics platform invests in a6,000 year old metal, it’s a notable event in my opinion. It seems counter-intuitive and contrarian, which makes the purchase even more attractive.\n$50 million in gold compared to PLTR’s $50 billion market cap may not move the needle in terms of inflation protection, but it’s a start and I expect more precious metal purchases going forward.\nThe Role of Gold in the Market\nStill considered a rare element, gold is a precious metal that has been used for currency, jewelry and industrial applications for thousands of years.\nGold was used as a standard for monetary policy in the U.S. and other countries for quite some time. But in 1971, this conceptfell out of favorand was replaced with a fiat, or paper, currency system.\nPhysical gold and gold mining stocks like leading producerNewmont Mining(NYSE:NEM) are often seen as a hedge against inflation. With inflationat the forefrontof everyone’s mind today, investors are seeking protection from rising prices.\nGold pricesneared $2,000 per ouncein August 2020 as government stimulus ramped up to fight the negative effects of the Covid pandemic. However, the price recently dropped to about $1,800.\nMany investors are thinking cryptocurrencies might serve as inflation hedges and replace gold, but that has not come to fruition in any meaningful way.\nPalantir Saw Strong Q2 Results\nAside from its gold purchases and unique internal investment strategy, business results remain very strong.Total revenues grew49% from the prior year with commercial revenue growing 90%.\nCash flow from operations was $23 million, which represented a 6% margin. Adjusted free cash flow was $50 million, which was a 13% margin. Additionally, adjusted earnings per share was 4 cents during the quarter. However, GAAP EPS was a loss of 7 cents when you include stock compensation.\nPalantir closed 62 deals in the quarter that have a value of $1 million or more. 21 of those deals exceed $10 million in value.\nFull-year 2021 guidance was raised to an expected adjusted free cash flow of more than $300 million. That’s a significant increase from prior guidance of $150 million. The company continues to expect annual long-term revenue growth of 30% or greater through 2025.\nPLTR Stock Looks More Appealing Now\nPLTR stock is a decent buy for its forward-thinking attitude regarding its internal investment policies. I’m still not comfortable with the company’s high levels of stock compensation and lack of near-term profitability. However, continued rapid revenue growth may overcome that serious issue.\nFor those looking for more direct gold exposure, Newmont Mining looks good at these levels and is supported by a 3.8% dividend yield.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897202103,"gmtCreate":1628918557202,"gmtModify":1631889869700,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Cut off lost?","listText":"Cut off lost?","text":"Cut off lost?","images":[{"img":"https://static.tigerbbs.com/2c7cc8656bde979d9bf58f420d0b1e7b","width":"1080","height":"2591"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897202103","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897206735,"gmtCreate":1628918532927,"gmtModify":1631889869702,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Baba. Chance?","listText":"Baba. Chance?","text":"Baba. 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13:35","market":"us","language":"en","title":"Palantir’s Gold Purchase Signals a Positive Turning Point","url":"https://stock-news.laohu8.com/highlight/detail?id=1137274108","media":"InvestorPlace","summary":"Palantir's purchase of gold sets the company apart from competitors.\n\nWhen Iwroteabout Palantir Tech","content":"<blockquote>\n <b>Palantir's purchase of gold sets the company apart from competitors.</b>\n</blockquote>\n<p>When Iwroteabout&nbsp;<b><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></b> on July 27,I was skepticalof its future stock performance. This was largely based on the massive employee stock compensation they offer workers. The practice is highly dilutive to existing PLTR stock holders and will put a damper on near- to mid-term opportunities to generate meaningful earnings per share.</p>\n<p>My conclusion was:</p>\n<blockquote>\n “Themes are great. Growth is great. But investing is about the long-term. And investors require a return on their capital above their cost of capital. The lack of near-to-mid term profitability, the massive ongoing share dilution, and increasing competition make PLTR stock very difficult to invest in now.\n</blockquote>\n<blockquote>\n A price-to-sales ratio of almost 30x does not make it attractive at this time. Patience will be required for a safer entry point at much lower prices than today.”\n</blockquote>\n<p>However, things can change and opinions may reverse course. In this case, Palantir’s latest move has made a difference in my viewpoint.</p>\n<p><b>PLTR Stock Has a <a href=\"https://laohu8.com/S/NGD\">New</a> Catalyst</b></p>\n<p>On Aug. 17, it was reported that the company bought$50.7 billion in gold barsas part of its internal investment strategy.</p>\n<p>In an interview, COO Shyam Sankar stated that the purchase “reflects more of a worldview … You have to be prepared for a future with more black swan events.”</p>\n<p>When a fast-growing high-tech growth stock with a leading data analytics platform invests in a6,000 year old metal, it’s a notable event in my opinion. It seems counter-intuitive and contrarian, which makes the purchase even more attractive.</p>\n<p>$50 million in gold compared to PLTR’s $50 billion market cap may not move the needle in terms of inflation protection, but it’s a start and I expect more precious metal purchases going forward.</p>\n<p><b>The Role of Gold in the Market</b></p>\n<p>Still considered a rare element, gold is a precious metal that has been used for currency, jewelry and industrial applications for thousands of years.</p>\n<p>Gold was used as a standard for monetary policy in the U.S. and other countries for quite some time. But in 1971, this conceptfell out of favorand was replaced with a fiat, or paper, currency system.</p>\n<p>Physical gold and gold mining stocks like leading producer<b><a href=\"https://laohu8.com/S/NEM\">Newmont Mining</a></b>(NYSE:<b><u>NEM</u></b>) are often seen as a hedge against inflation. With inflationat the forefrontof everyone’s mind today, investors are seeking protection from rising prices.</p>\n<p>Gold pricesneared $2,000 per ouncein August 2020 as government stimulus ramped up to fight the negative effects of the Covid pandemic. However, the price recently dropped to about $1,800.</p>\n<p>Many investors are thinking cryptocurrencies might serve as inflation hedges and replace gold, but that has not come to fruition in any meaningful way.</p>\n<p><b>Palantir Saw Strong <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Results</b></p>\n<p>Aside from its gold purchases and unique internal investment strategy, business results remain very strong.<a href=\"https://laohu8.com/S/TSS\">Total</a> revenues grew49% from the prior year with commercial revenue growing 90%.</p>\n<p>Cash flow from operations was $23 million, which represented a 6% margin. Adjusted free cash flow was $50 million, which was a 13% margin. Additionally, adjusted earnings per share was 4 cents during the quarter. However, GAAP EPS was a loss of 7 cents when you include stock compensation.</p>\n<p>Palantir closed 62 deals in the quarter that have a value of $1 million or more. 21 of those deals exceed $10 million in value.</p>\n<p>Full-year 2021 guidance was raised to an expected adjusted free cash flow of more than $300 million. That’s a significant increase from prior guidance of $150 million. The company continues to expect annual long-term revenue growth of 30% or greater through 2025.</p>\n<p><b>PLTR Stock Looks More Appealing Now</b></p>\n<p>PLTR stock is a decent buy for its forward-thinking attitude regarding its internal investment policies. I’m still not comfortable with the company’s high levels of stock compensation and lack of near-term profitability. However, continued rapid revenue growth may overcome that serious issue.</p>\n<p>For those looking for more direct gold exposure, Newmont Mining looks good at these levels and is supported by a 3.8% dividend yield.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir’s Gold Purchase Signals a Positive Turning Point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir’s Gold Purchase Signals a Positive Turning Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/pltr-stock-gold-purchase-may-be-a-positive-turning-point/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's purchase of gold sets the company apart from competitors.\n\nWhen Iwroteabout Palantir Technologies Inc. on July 27,I was skepticalof its future stock performance. This was largely based on ...</p>\n\n<a href=\"https://investorplace.com/2021/08/pltr-stock-gold-purchase-may-be-a-positive-turning-point/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/08/pltr-stock-gold-purchase-may-be-a-positive-turning-point/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137274108","content_text":"Palantir's purchase of gold sets the company apart from competitors.\n\nWhen Iwroteabout Palantir Technologies Inc. on July 27,I was skepticalof its future stock performance. This was largely based on the massive employee stock compensation they offer workers. The practice is highly dilutive to existing PLTR stock holders and will put a damper on near- to mid-term opportunities to generate meaningful earnings per share.\nMy conclusion was:\n\n “Themes are great. Growth is great. But investing is about the long-term. And investors require a return on their capital above their cost of capital. The lack of near-to-mid term profitability, the massive ongoing share dilution, and increasing competition make PLTR stock very difficult to invest in now.\n\n\n A price-to-sales ratio of almost 30x does not make it attractive at this time. Patience will be required for a safer entry point at much lower prices than today.”\n\nHowever, things can change and opinions may reverse course. In this case, Palantir’s latest move has made a difference in my viewpoint.\nPLTR Stock Has a New Catalyst\nOn Aug. 17, it was reported that the company bought$50.7 billion in gold barsas part of its internal investment strategy.\nIn an interview, COO Shyam Sankar stated that the purchase “reflects more of a worldview … You have to be prepared for a future with more black swan events.”\nWhen a fast-growing high-tech growth stock with a leading data analytics platform invests in a6,000 year old metal, it’s a notable event in my opinion. It seems counter-intuitive and contrarian, which makes the purchase even more attractive.\n$50 million in gold compared to PLTR’s $50 billion market cap may not move the needle in terms of inflation protection, but it’s a start and I expect more precious metal purchases going forward.\nThe Role of Gold in the Market\nStill considered a rare element, gold is a precious metal that has been used for currency, jewelry and industrial applications for thousands of years.\nGold was used as a standard for monetary policy in the U.S. and other countries for quite some time. But in 1971, this conceptfell out of favorand was replaced with a fiat, or paper, currency system.\nPhysical gold and gold mining stocks like leading producerNewmont Mining(NYSE:NEM) are often seen as a hedge against inflation. With inflationat the forefrontof everyone’s mind today, investors are seeking protection from rising prices.\nGold pricesneared $2,000 per ouncein August 2020 as government stimulus ramped up to fight the negative effects of the Covid pandemic. However, the price recently dropped to about $1,800.\nMany investors are thinking cryptocurrencies might serve as inflation hedges and replace gold, but that has not come to fruition in any meaningful way.\nPalantir Saw Strong Q2 Results\nAside from its gold purchases and unique internal investment strategy, business results remain very strong.Total revenues grew49% from the prior year with commercial revenue growing 90%.\nCash flow from operations was $23 million, which represented a 6% margin. Adjusted free cash flow was $50 million, which was a 13% margin. Additionally, adjusted earnings per share was 4 cents during the quarter. However, GAAP EPS was a loss of 7 cents when you include stock compensation.\nPalantir closed 62 deals in the quarter that have a value of $1 million or more. 21 of those deals exceed $10 million in value.\nFull-year 2021 guidance was raised to an expected adjusted free cash flow of more than $300 million. That’s a significant increase from prior guidance of $150 million. The company continues to expect annual long-term revenue growth of 30% or greater through 2025.\nPLTR Stock Looks More Appealing Now\nPLTR stock is a decent buy for its forward-thinking attitude regarding its internal investment policies. I’m still not comfortable with the company’s high levels of stock compensation and lack of near-term profitability. However, continued rapid revenue growth may overcome that serious issue.\nFor those looking for more direct gold exposure, Newmont Mining looks good at these levels and is supported by a 3.8% dividend yield.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897202103,"gmtCreate":1628918557202,"gmtModify":1631889869700,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Cut off lost?","listText":"Cut off lost?","text":"Cut off lost?","images":[{"img":"https://static.tigerbbs.com/2c7cc8656bde979d9bf58f420d0b1e7b","width":"1080","height":"2591"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897202103","isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897206735,"gmtCreate":1628918532927,"gmtModify":1631889869702,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Baba. Chance?","listText":"Baba. Chance?","text":"Baba. Chance?","images":[{"img":"https://static.tigerbbs.com/92c401d50f47b70bfa636c1edb6fa14c","width":"1080","height":"2591"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897206735","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":892920362,"gmtCreate":1628635231656,"gmtModify":1631889869708,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Right","listText":"Right","text":"Right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892920362","repostId":"898378144","repostType":1,"repost":{"id":898378144,"gmtCreate":1628475737388,"gmtModify":1630571342411,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"汽车之家为何获多家大行看多？何时终结“水逆”？","htmlText":"近一年来，中概股经历了“上天入地”颇为魔幻的现实历程，尤其是在最近一个月，在国内共享出行龙头安全审查“蝴蝶效应”、反垄断闸刀落下、教育“双减”政策等持续影响下，中概股受重挫接连几日上演跳水行情，市场甚至喊出了股灾的声音，中概可谓“内外承压”，科技板块堪称大型“蹦极现场”，表现尤为惨烈。图一：近一年美国上市的中概股与A股的表现对比(来源：WIND，平安证券研究所)图二：近一年来美股和港股上市的中国科技企业股价走势(来源：WIND，平安证券研究所)以教育板块为例，近期，受义务教育“双减”政策出台消息影响，新东方、好未来教育、高途等教育类中概股全线重挫，多数公司较年内高位已经跌去约90%。目前正当中报窗口期，尽管中概股市场“草木皆兵”，基本面扎实的标的更受青睐。其中，汽车之家(2518.HK/ATHM.US)在近日接连获得包括中金、德意志银行、Jefferies、汇丰在内的多家大行看多。图三：大行最新评级及目标价(来源：网络公开资料)汽车之家于21年3月完成二次归港上市，并交出了一份亮眼的一季报。财报显示，今年一季度，公司实现总营收为18.4亿元(人民币，单位下同)，同比增长19.1%；调整后净利润为7.3亿元，增长13.7%。具体业务来看，在线营销及其他收入为5.4亿元，同比增长74.0%，其中数据产品收入同比增长64.9%。尽管新能源车产业正处高光时刻，但受到疫情及近期中概股面临的监管不确定性上升，加之“芯片荒”持续，车市整体下行压力犹在，在此背景下，汽车之家港美股均随大市持续下跌。其中，美股股价创近四年来的低点。此时，身处“逆风”中的汽车之家获多家大行看多，背后都有哪些重要的逻辑与判断？其又何时可以迎来翻盘？不妨来简单拆解下：中金认为，虽车市景气度下行，传统业务承压，但数据产品稳中蓄力，且战略升级如期推进。具体而言，在其看来，考虑到主机厂广告预算收紧和市场竞争加剧，预计公司","listText":"近一年来，中概股经历了“上天入地”颇为魔幻的现实历程，尤其是在最近一个月，在国内共享出行龙头安全审查“蝴蝶效应”、反垄断闸刀落下、教育“双减”政策等持续影响下，中概股受重挫接连几日上演跳水行情，市场甚至喊出了股灾的声音，中概可谓“内外承压”，科技板块堪称大型“蹦极现场”，表现尤为惨烈。图一：近一年美国上市的中概股与A股的表现对比(来源：WIND，平安证券研究所)图二：近一年来美股和港股上市的中国科技企业股价走势(来源：WIND，平安证券研究所)以教育板块为例，近期，受义务教育“双减”政策出台消息影响，新东方、好未来教育、高途等教育类中概股全线重挫，多数公司较年内高位已经跌去约90%。目前正当中报窗口期，尽管中概股市场“草木皆兵”，基本面扎实的标的更受青睐。其中，汽车之家(2518.HK/ATHM.US)在近日接连获得包括中金、德意志银行、Jefferies、汇丰在内的多家大行看多。图三：大行最新评级及目标价(来源：网络公开资料)汽车之家于21年3月完成二次归港上市，并交出了一份亮眼的一季报。财报显示，今年一季度，公司实现总营收为18.4亿元(人民币，单位下同)，同比增长19.1%；调整后净利润为7.3亿元，增长13.7%。具体业务来看，在线营销及其他收入为5.4亿元，同比增长74.0%，其中数据产品收入同比增长64.9%。尽管新能源车产业正处高光时刻，但受到疫情及近期中概股面临的监管不确定性上升，加之“芯片荒”持续，车市整体下行压力犹在，在此背景下，汽车之家港美股均随大市持续下跌。其中，美股股价创近四年来的低点。此时，身处“逆风”中的汽车之家获多家大行看多，背后都有哪些重要的逻辑与判断？其又何时可以迎来翻盘？不妨来简单拆解下：中金认为，虽车市景气度下行，传统业务承压，但数据产品稳中蓄力，且战略升级如期推进。具体而言，在其看来，考虑到主机厂广告预算收紧和市场竞争加剧，预计公司","text":"近一年来，中概股经历了“上天入地”颇为魔幻的现实历程，尤其是在最近一个月，在国内共享出行龙头安全审查“蝴蝶效应”、反垄断闸刀落下、教育“双减”政策等持续影响下，中概股受重挫接连几日上演跳水行情，市场甚至喊出了股灾的声音，中概可谓“内外承压”，科技板块堪称大型“蹦极现场”，表现尤为惨烈。图一：近一年美国上市的中概股与A股的表现对比(来源：WIND，平安证券研究所)图二：近一年来美股和港股上市的中国科技企业股价走势(来源：WIND，平安证券研究所)以教育板块为例，近期，受义务教育“双减”政策出台消息影响，新东方、好未来教育、高途等教育类中概股全线重挫，多数公司较年内高位已经跌去约90%。目前正当中报窗口期，尽管中概股市场“草木皆兵”，基本面扎实的标的更受青睐。其中，汽车之家(2518.HK/ATHM.US)在近日接连获得包括中金、德意志银行、Jefferies、汇丰在内的多家大行看多。图三：大行最新评级及目标价(来源：网络公开资料)汽车之家于21年3月完成二次归港上市，并交出了一份亮眼的一季报。财报显示，今年一季度，公司实现总营收为18.4亿元(人民币，单位下同)，同比增长19.1%；调整后净利润为7.3亿元，增长13.7%。具体业务来看，在线营销及其他收入为5.4亿元，同比增长74.0%，其中数据产品收入同比增长64.9%。尽管新能源车产业正处高光时刻，但受到疫情及近期中概股面临的监管不确定性上升，加之“芯片荒”持续，车市整体下行压力犹在，在此背景下，汽车之家港美股均随大市持续下跌。其中，美股股价创近四年来的低点。此时，身处“逆风”中的汽车之家获多家大行看多，背后都有哪些重要的逻辑与判断？其又何时可以迎来翻盘？不妨来简单拆解下：中金认为，虽车市景气度下行，传统业务承压，但数据产品稳中蓄力，且战略升级如期推进。具体而言，在其看来，考虑到主机厂广告预算收紧和市场竞争加剧，预计公司","images":[{"img":"https://static.tigerbbs.com/bd6d20c1f67ff2b8bdef548368121321","width":"370","height":"250"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898378144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172421812,"gmtCreate":1626977185136,"gmtModify":1631889869709,"author":{"id":"3586326413844453","authorId":"3586326413844453","name":"zihaokuek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586326413844453","authorIdStr":"3586326413844453"},"themes":[],"htmlText":"Good...","listText":"Good...","text":"Good...","images":[{"img":"https://static.tigerbbs.com/f1a9aa4e52ffe69bc237875585c819e0","width":"1080","height":"2393"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172421812","isVote":1,"tweetType":1,"viewCount":242,"a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