I am not at all interested in short-term background noise, but I am very interested in company figures. If Palantir suffers a setback - so what? As long as the figures are right, I see no reason to become active. For me, the share is still a clear buy.
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@Charmin Yes, but the figures have to be right in relation to the valuation. That's how you value shares. You take the growth of the last few quarters or years and extrapolate it, then put it in relation to the valuation. And sorry, but paying three hundred times profits and 45 times sales is no longer normal, you can write whatever you want.
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@Leipziger_Jung And that's what the figures do. NVIDIA and Palantir are even exceeding analysts' expectations. The only risk I see: The figures do not meet expectations in the coming quarters (anymore). But I don't see that happening at all with NVIDIA's current line-up, and even less so with Palantir.
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•@Charmin uhhhm, in what world, please? Do you think a P/E ratio of over 300 is appropriate or a P/E ratio of 45. If at least the growth would be right, but they are growing in sales by about 25% YoY
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@Leipziger_Jung An (exorbitantly) high P/E ratio is not unusual for growth stocks. And growth has not only exceeded analysts' expectations (and they didn't float along on the fuel soup, even if I don't put much stock in their opinions => background noise), but rather pulverized them.
But I don't want to convert you. You think Palantir is overvalued, I don't. Can there be a setback? Of course. Would that make me nervous? Not the bean. I'm in it for 5-10 years, maybe even longer. I don't care about short and medium-term price fluctuations. The guidance has to be right. I don't see a problem here, on the contrary.
But I don't want to convert you. You think Palantir is overvalued, I don't. Can there be a setback? Of course. Would that make me nervous? Not the bean. I'm in it for 5-10 years, maybe even longer. I don't care about short and medium-term price fluctuations. The guidance has to be right. I don't see a problem here, on the contrary.
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@Charmin I think it's cool, no fun. There should be more people who hold shares for 10 years and don't always exit immediately after a 100% gain. So, logically, I wish you all the best. As for me, I'm hoping for a 50% correction so that I can get in.
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•@Leipziger_Jung Even if "waiting for the dip" is an often seen strategy: if you invest *long-term*, then "timing the market" is inferior to "time in the market". This is shown by all studies on the subject (just google "time in the market vs. timing the market"). This is one of the reasons why I take this approach.
But: you also have to have a long-term focus, but virtually nobody does that. Everyone wants to get rich, but nobody has the patience.
But: you also have to have a long-term focus, but virtually nobody does that. Everyone wants to get rich, but nobody has the patience.
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•@Charmin PS: Here's an example:
I "lost" up to 40k in the last week. And still slept very well. Because I *know* that I'm investing in good companies.
At the end of the journey, I win.
I "lost" up to 40k in the last week. And still slept very well. Because I *know* that I'm investing in good companies.
At the end of the journey, I win.
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@Charmin I also lost 20k in one day last week when HIMS fell by 25 percent and another 10k the day after. But I also ignore this due to conviction.
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@Leipziger_Jung And then look at it again today: >30k in the plus. In one day. Is that why I'm cheering? Iwo. Background noise, nothing but background noise.
But: In the long, long term ...
Everything will be fine.
But: In the long, long term ...
Everything will be fine.
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