If you are a Palantir shareholder….GET READY

Felix & Friends (Goat Academy)
25 Mar 202409:52

TLDRThe video script discusses a groundbreaking announcement from Palanteer, a company that has developed technology for reusable workflows and applications, significantly reducing the time to deliver software from weeks to minutes. This innovation is expected to greatly impact shareholder value by accelerating customer onboarding and enhancing the bottom line. The speaker also promotes an upcoming webinar to teach active trading strategies that have yielded impressive returns, encouraging responsible trading practices.

Takeaways

  • 🚀 The company has made an exciting announcement that could significantly impact shareholder value.
  • 💡 The focus is on the speed of client acquisition and growth, which directly affects shareholder value.
  • 🎓 Felix, formerly an investment banker, now teaches active trading to make money responsibly.
  • 📈 Felix's students achieved a 126% return on capital employed in 2022 and a 105% return in the previous year.
  • 🤖 Palante's technology enables the delivery of reusable workflows and applications, significantly reducing rollout times.
  • 🏥 Palante's technology was developed to help NHS hospitals scale and recover from COVID-19 pressures.
  • ⏱️ The time to deliver software solutions has been reduced from weeks to minutes, and potentially even seconds.
  • 🔧 Palante offers trials of their software, confident in the quality of their product to convert users into customers.
  • 🛠️ The software is designed to be easily implemented with a variety of use cases, from vehicle maintenance to supply chain management.
  • 📊 Palante's approach of sharing their work with every customer can lead to market dominance in their sector.
  • 📈 Expectations are high for Palante to see a significant increase in commercial customers and growth rates in upcoming quarters.

Q & A

  • What is the most exciting announcement mentioned in the transcript?

    -The most exciting announcement is not a major deal or a billion-dollar contract, but something that will significantly impact the bottom line for shareholders.

  • What does Felix emphasize as a better approach to making money in the stock market?

    -Felix emphasizes the importance of actively trading rather than relying on a single stock investment based on hope and luck.

  • What was the reported return on capital employed in the previous year mentioned in the transcript?

    -The reported return on capital employed in the previous year was 105%.

  • How does the speaker describe the Palante software's impact on the NHS during the COVID-19 pandemic?

    -The Palante software was developed to help NHS hospitals scale rollouts and recover from the immense pressure caused by the COVID-19 pandemic.

  • What is the significance of the 8-minute delivery time for AI-powered software solutions mentioned in the transcript?

    -The 8-minute delivery time signifies a drastic improvement in the speed at which software solutions can be deployed, which was previously taking 8 weeks or even longer.

  • What is the main advantage of Palante's reusable workflows technology?

    -The main advantage is that it allows for rapid deployment of software solutions, reducing the time to onboard customers from months to just minutes, potentially leading to faster growth and market dominance.

  • How does the Palante platform facilitate the implementation of software solutions for various industries?

    -The Palante platform provides a range of pre-built applications for different industries, allowing users to select and request access to the specific software they need, such as vehicle maintenance systems or supply chain management tools.

  • What is the 'flywheel effect' mentioned in the transcript?

    -The 'flywheel effect' refers to the momentum that builds up as more and more customers in a particular industry adopt Palante's software, leading to a significant competitive advantage and market dominance.

  • What is the speaker's prediction regarding Palante's growth and stock performance?

    -The speaker predicts that Palante's growth could increase from 20% to 30-40%, which could potentially surpass Wall Street estimates and significantly boost the stock price.

  • What does the speaker suggest for those interested in making smarter investment decisions with less risk and time?

    -The speaker suggests joining him on a Tuesday evening webinar to learn how to make smarter investment decisions with less risk and time, emphasizing responsible trading and active trading strategies.

Outlines

00:00

🚀 Exciting Announcement and Shareholder Value

The speaker shares an exciting announcement from a company they have been following for three years. It's not a major deal or a billion-dollar contract, but something that will significantly impact the bottom line and shareholder value. The focus is on the company's ability to bring in clients and grow rapidly, which is crucial for increasing shareholder value. The speaker also promotes learning active trading strategies for making money, sharing their own successful returns and offering free teaching sessions to the community. They emphasize the importance of responsible trading and the effectiveness of their automated trading system with a high success rate.

05:02

🌟 Palante's Breakthrough in Workflow Efficiency

The speaker discusses Palante's technological innovation that has drastically reduced the time to deliver software from weeks to mere minutes. This development originated from the need to scale up solutions for hospitals in the UK during the COVID-19 pandemic. The speaker highlights the practical applications of Palante's software, such as vehicle maintenance systems and intelligent purchasing for businesses. They also mention the ease with which businesses can implement these solutions, emphasizing the plug-and-play nature of the software. The speaker is optimistic about Palante's market dominance due to its ability to provide tailored solutions to various industries and the potential for rapid customer acquisition.

Mindmap

Keywords

💡Exciting Announcement

The term 'Exciting Announcement' refers to a significant and thrilling update or development made by a company that is expected to positively impact its shareholders. In the context of the video, it is not about a major deal or a billion-dollar contract but something that will be reflected in the company's bottom line, indicating a direct and substantial benefit to the shareholders.

💡Investment Banking

Investment Banking is a financial service that assists corporations, governments, and other large entities in raising capital by underwriting or acting as the client's agent in the issuance of securities. In the video, the speaker used to be an investment banker, suggesting a background in finance that adds credibility to their analysis of the company's announcement.

💡Shareholder Value

Shareholder Value refers to the financial returns and increase in the value of a company's stock that result from corporate actions and strategies. It is a key concern for investors and is often used as a measure of a company's performance. In the video, the speaker emphasizes that the announcement is more about increasing shareholder value than any specific financial deal.

💡Growth

Growth in a business context refers to the increase in size, revenue, or market share of a company. It is often associated with positive developments such as new product launches, market expansion, or increased sales. In the video, the speaker discusses the company's ability to bring in clients quickly, which is indicative of strong growth and beneficial for shareholder value.

💡AI (Artificial Intelligence)

Artificial Intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think, learn, and problem-solve. In the context of the video, AI is used to expedite software delivery, reducing the time from weeks to minutes, which is a significant technological advancement.

💡Reusable Workflows

Reusable Workflows are pre-built sequences of tasks or processes that can be used multiple times for similar projects or purposes. They are designed to save time and effort by avoiding the need to recreate similar processes from scratch. In the video, the company has developed technology that delivers reusable workflows, which is a key innovation in software development.

💡Palante

Palante is the name of the company being discussed in the video. It is a software company that has developed technology to streamline and expedite the delivery of its software products. The company's offerings are designed to be easily customizable and implementable across various industries.

💡Supply Chain Management

Supply Chain Management is the oversight of the flow of goods and services, including sourcing, procurement, production, and delivery to the end customer. It involves the coordination and management of these processes to maximize efficiency and minimize costs. In the video, the company's AI technology is shown to have applications in supply chain management, helping businesses make better purchasing decisions and manage inventory.

💡Customer Trials

Customer Trials refer to the period when potential clients test a company's product or service before committing to a purchase. These trials are often used to demonstrate the effectiveness of a product and to convert potential customers into paying clients. In the video, the company has approximately 800 trials ongoing, indicating a large and engaged potential customer base.

💡Market Dominance

Market Dominance refers to a company's ability to control or significantly influence a market or industry, often due to a strong market share or unique product offerings. In the video, the speaker suggests that Palante's technology and business model could lead to market dominance due to its ability to provide solutions quickly and efficiently.

💡Earnings Call

An Earnings Call is a conference call held by a publicly traded company to discuss its financial performance with investors, analysts, and the media. It typically follows the release of quarterly or annual earnings reports. In the video, the speaker invites viewers to join the next earnings call, suggesting that it will provide important updates on the company's progress and growth.

Highlights

The company has made an exciting announcement that will positively impact the bottom line for shareholders.

The announcement is not about a major deal or a billion-dollar contract, but something more significant for shareholders.

The speaker used to be an investment banker, but the focus is on the company's ability to bring in clients and grow, which affects shareholder value.

The speaker encourages learning to make money through active trading rather than just investing in one stock.

The speaker offers to teach active trading for free and mentions the impressive returns on capital employed in the past years.

The speaker's trading strategy involves automation and a 75% probability of making money.

Palante's technology delivers reusable workflows and applications, which was developed to scale rollouts in hospitals across the NHS during the COVID-19 pandemic.

With AI, Palante can deliver software in minutes instead of weeks, significantly speeding up the process.

The speaker emphasizes the importance of the speed at which Palante can now set up trials, reducing the time from 12 months to potentially just minutes.

There are currently around 800 trials of Palante's software happening, with the company confident in their product's quality.

Palante's system allows businesses to plug and play with software solutions tailored to their needs, such as vehicle maintenance systems for the automotive industry.

The company provides access to customer-built solutions, allowing other customers to implement similar systems.

AI can help businesses make intelligent decisions regarding supply chain management, inventory, and contracts.

Palante's approach of sharing their work with every customer in a particular industry can lead to market dominance.

The speaker predicts that Palante will sign up customers at a much faster rate, which should be evident in the next quarter or two.

The speaker suggests that if Palante does not see a significant increase in commercial customers, hard questions should be asked of the management.

The potential for Palante to increase growth from 20% to 40% is discussed, which could exceed Wall Street estimates and positively impact the stock price.

The speaker invites viewers to join the next earnings call for more exciting updates and to learn about making smarter decisions with less risk and time.