Forget Palantir, This Government-Focused Software Company Is Growing MUCH Faster | $AXON Earnings

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Long Term Mindset

Long Term Mindset

2 ай бұрын

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Пікірлер: 37
@stoffelbrian
@stoffelbrian 2 ай бұрын
To be clear, I've got nothing against Palantir -- but the similarities (gov't clients, software-focused) and the fact that they both reported today made it a fair comparison in terms. of investor awareness
@nickname8668
@nickname8668 2 ай бұрын
The appeal of palantir is that they will scale to non-government clients. The ceiling of government facing company is quite limited tbh.
@JimMcNutty
@JimMcNutty 2 ай бұрын
People will come to your house with pitchforks if you talk badly about PLTR. On KZfaq stay away from dissing them and TSLA. It’s kind of funny. Watch out Brian
@sal748
@sal748 2 ай бұрын
@JimMcNutty You're right it's comical how how some take a stock so personal. Like you're insulting a family member.
@JimMcNutty
@JimMcNutty 2 ай бұрын
Only a few companies bring this level of devotion. Look up any video saying anything negative about PLTR, you will find angry people on all these videos. They must do something right…I still think it’s funny though.
@SuperReyand
@SuperReyand 2 ай бұрын
@@JimMcNutty I myself have PLTR shares but level of fanboyism in this company is hiarious!
@Jens640
@Jens640 2 ай бұрын
Solid results i think about adding a bit to my axon position.
@chrono9428
@chrono9428 2 ай бұрын
Think tasers and bulletproof vests and looking at the world as it is today, AXON is a no brainer. However, the valuation is a tad high. I think if it goes down below 235 (61.6%) , I might consider a nibble.
@DeeAy09
@DeeAy09 2 ай бұрын
Axon and Palantir have barely similar business models, not sure why it was compared?
@MeBee-fl2ow
@MeBee-fl2ow 2 ай бұрын
I would appreciate more critical view on their SBC. Massive. I hold shares for 3 years now, but I dislike that they are mostly FCF Negative!
@mattinterweb
@mattinterweb 2 ай бұрын
Yeah its just glossed over. It's important.
@kaustubhphatak2350
@kaustubhphatak2350 2 ай бұрын
"If we take out stock-based compensation", all employees will leave!!! Tech salaries tend to have ~50% of total compensation through stock-based compensation at mid-senior levels. @min 2:05
@johno1104
@johno1104 2 ай бұрын
How do they have that share price with less than half the market cap of Palantir?
@jsedge2473
@jsedge2473 2 ай бұрын
Shares outstanding. Market cap = share price x shares outstanding
@stefankalisch424
@stefankalisch424 2 ай бұрын
Axon - 1st time I hear about that company.
@MatthewWiesinger
@MatthewWiesinger 2 ай бұрын
What ab9ut acquisition?
@drmsgp
@drmsgp 2 ай бұрын
Would be interesting to see how DDOG is compared to PLTR? Don't think AXON can be compared to PLTR, totally different use case
@kevinl9839
@kevinl9839 2 ай бұрын
Why is stock based compensation going into "Cost of sale"?!
@jsedge2473
@jsedge2473 2 ай бұрын
Getting plugged as a salary expense perhaps
@mattinterweb
@mattinterweb 2 ай бұрын
Curious why a company like this has such high stock based comp?
@dynamitetortilla7519
@dynamitetortilla7519 2 ай бұрын
Executives have to get paid too
@mattinterweb
@mattinterweb 2 ай бұрын
@@dynamitetortilla7519 plenty of companies outside the tech space that don't have such high stock based comp. It's not good for investors.
@JimMcNutty
@JimMcNutty 2 ай бұрын
How do you get to 420 million in free cash? What is the equation or what do you look at?
@hukphinn3413
@hukphinn3413 2 ай бұрын
I'd like to better understand this as well.
@luishaderer4662
@luishaderer4662 2 ай бұрын
Probably 25% of ttm sales
@stoffelbrian
@stoffelbrian 2 ай бұрын
@@luishaderer4662 Exactly. That was **assuming** a 25% FCF margin
@druiz012
@druiz012 2 ай бұрын
Axon is great. I'll keep both companies. 😂
@Milad_Morgan
@Milad_Morgan 2 ай бұрын
Too expensive 😢
@bartw.3974
@bartw.3974 2 ай бұрын
Thats a nasty call-out on Palantir
@jonatanhernandez7677
@jonatanhernandez7677 2 ай бұрын
I don't understand this comparison. PLTR and AXON do not have the same business, Even though they have participation in the military and defense market, they don't do the same thing in any way. As a recommendation it is fine, but they have very little similarity.
@platoscavealum902
@platoscavealum902 2 ай бұрын
ℹ️
@zenastronomy
@zenastronomy 2 ай бұрын
you bought in 2017 but never bothered to make a video till now. interesting motivation
@stoffelbrian
@stoffelbrian 2 ай бұрын
There have been many videos
@ronaldoalv17
@ronaldoalv17 2 ай бұрын
Just wait for Apple to copy cat them if there's enough market size if not then just won't grow up that much
@sal748
@sal748 2 ай бұрын
Interesting take, just like Apple will take over the EV market.
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