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Techaktien
@Techaktien
1Mo·

Podcast episode 121 "Buy High. Sell Low" Subscribe to the podcast to keep Silver and Rheini shooting.

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open.spotify.com#121 Rheinmetall, Silber, DroneShield, Trader werden
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3 Commentaires
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Leon@Investingyoung
1Mo
I find it exciting that you describe rheinmetall as hype and say they have made 1700% in 5 years etc.. But Palantir is not hype?
Ps: no hate am myself in the #PLTRgang and patreon since nem year
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Techaktien@Techaktien
4Sem.
@Investingyoung Palantir does not have that many European military customers who may cancel orders again in the future.
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Daffy@Daffy
2Sem.
@Techaktien This is a steep thesis, as Palantir generates around 60% of its sales with government or government-related organizations, which are no less volatile. Especially as Palantir is a software company that hardly owns any physical "assets" such as production facilities or land, unlike Rheinmetall. In addition, Rheinmetall has had full order books for decades, which Palantir still has to prove with a P/E ratio of over 400. Conclusion: For me, Palantir is clearly the bigger hype than Rheinnetall and therefore also significantly riskier.
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