andrarchy.bsky.social
@andrarchy.bsky.social
Awesome! Love the choice for Hal Jordan!
February 27, 2025 at 5:31 PM
Considering the original poster didn't mention anything about it, it seems reasonable to assume that the poster deleted the tweets.
February 21, 2025 at 4:36 PM
I feel like the Overton Window for letting people out of jail is expanding and that's a good thing!
February 20, 2025 at 4:15 PM
I don't invest in features. I invest in people.
February 13, 2025 at 4:37 PM
This is not investment advice.

I am long PLTR.
February 13, 2025 at 4:01 PM
At one time Amazon had a crazy P/E. So did Tesla.

In my opinion, P/E is one of the most harmful metrics in existence. I've never personally cared about it whatsoever.
February 13, 2025 at 4:01 PM
So yes, Palantir might be a meme stock, but objectively it is also undergoing rapid and healthy growth.
February 13, 2025 at 4:01 PM
That is typically seen as a good company to invest in and that's why if a company scores over a 40 they are seen by SaaS investors as a good investment.

Palantir scores an 81.
February 13, 2025 at 4:01 PM
If you're increasing the rate at which you sell your products, and you make a lot of money on every product you sell, then you are going to make a lot more money in the future than you are currently making.
February 13, 2025 at 4:01 PM
To understand that we need to know 1. how fast are they growing their revenue (revenue growth rate), and 2. how much money do they make when they sell their good?
February 13, 2025 at 4:01 PM
This makes sense right? When we invest in companies we don't really care about how much money they made yesterday, we care about how much money they are going to make tomorrow.
February 13, 2025 at 4:01 PM
A much more useful number is called the "Rule of 40." The idea is that the sum of the revenue growth rate and profit margins should be 40% or higher for a well-performing SaaS company.
February 13, 2025 at 4:01 PM
So any successful startup is marching down a curve starting from infinity downward. It might have a P/E of 1,000,000 on a certain day, that doesn't really mean much.
February 13, 2025 at 4:01 PM
P/E (price/earnings) isn't really useful when you're talking about a company that is still growing rapidly. Think about it, on day 1 a startup has zero earnings, so it's P/E is some positive number divided by 0 which is literally infinity!
February 13, 2025 at 4:01 PM