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  • Writer's pictureAmit Kukreja

Why This Investor Went All-In on Palantir

Sachin Sharma is a frequent guest on the Palantir Weekly podcast - and it makes sense. He in 101% in the company within his US Portfolio (he has separate portfolios internationally). In an interview, Sachin explained his conviction that Palantir is uniquely positioned to tackle problems across a range of verticals, from healthcare to renewable energy to government.

Sachin cited Palantir's "time to value" service, which has the potential to save the oil and gas industry $80 million a day. But that's just the beginning, he said. Palantir's sophisticated software has been developed over 15 years, and can provide clients with the results they need to make high-stakes decisions in complex environments. In Sachin's view, Palantir has no competition in this space.

While acknowledging that there are many good companies in tech, Sachin said that Palantir's ability to solve problems is what sets it apart. He compared the company's software to a CEO's "actionable Intel," providing decision-makers with the information they need to make the right calls.

Sachin's bullish view of Palantir is based on his experience in the industrial sector, where he has seen firsthand the value of advanced software. He noted that Palantir's brand recognition is not as strong as that of some of its competitors, but he believes that the company's software speaks for itself.

Despite Sachin's confidence, there are still challenges for Palantir in terms of productization and brand building, particularly on Wall Street. CEOs are often hesitant to embrace new solutions unless they see their peers doing the same, and Palantir's brand recognition is not as strong as some of its competitors. However, Sachin believes that if Palantir can successfully market its software, it has the potential to "change the world."

Going all-in on a single stock like Palantir is a high-risk move that could potentially backfire. The biggest risk that Sachin took was the lack of diversification in their portfolio. By putting all their eggs in one basket, they have essentially tied the fate of their entire portfolio to the fortunes of a single company. If Palantir's stock were to experience a downturn, Sachin's entire portfolio would suffer.

Another major risk is the volatility of Palantir's stock price. As a relatively new company, Palantir's stock price has been known to experience significant swings in either direction. This could lead to rapid and sudden losses for Sahin if they were to sell at the wrong time. In addition, Palantir's financials are not as transparent as many other publicly traded companies, which could make it more difficult for Sachin to make informed decisions about when to buy or sell the stock.

There is also the risk of overconfidence. Sachin may be convinced that they have done their due diligence and that Palantir is the only company that can deliver the results they are looking for. However, the market is unpredictable, and no amount of research can guarantee success. It's important to remember that even the most successful investors make mistakes, and there is always a chance that Sachin's bet on Palantir could turn out to be a mistake in the long run.

Going all in on Palantir could turn out to be amazing for several reasons. First, the problems they are solving are critical and urgent, particularly in the government and commercial sectors. Palantir's software has already demonstrated its ability to quickly and effectively identify and solve complex problems in these areas, saving millions of dollars and potentially even lives. As the demand for advanced data analysis and decision-making tools continues to grow, Palantir is well-positioned to capitalize on these opportunities and continue to expand its market share.

Another reason why going all in on Palantir could be a smart move is the company's focus on long-term value creation. Palantir has a unique approach to business that prioritizes building long-term relationships with customers and creating sustainable value over short-term gains. This approach has allowed the company to build a loyal customer base and establish itself as a trusted partner in industries where data analysis is critical to success. By continuing to invest in this approach and building out its technology, Palantir has the potential to become an industry leader and generate significant returns for investors over the long term.

Palantir's technology has the potential to disrupt multiple industries and create new revenue streams in the years to come. With its powerful data analysis tools and advanced machine learning capabilities, Palantir has already shown its ability to solve complex problems in industries like oil and gas, healthcare, and renewable energy. As the company continues to expand its capabilities and invest in new areas, it has the potential to disrupt multiple industries and create new revenue streams that could drive significant growth and returns for investors over the long term. Overall, while going all in on one stock is always a risky move, Palantir's unique value proposition and focus on long-term value creation could make it a smart bet for investors looking to capitalize on the growing demand for advanced data analysis and decision-making tools.

Overall, Sachin's bullish view of Palantir reflects a broader trend of companies investing in advanced software solutions to solve complex problems. As the world becomes more complex and data-driven, companies that can provide decision-makers with actionable insights will have a significant advantage. And if Sachin's conviction is correct, Palantir could be the stock that turns phenomenally well.

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