The Value of a Palantir Substack
And how I'm building a Palantards community ecosystem
I’ve been in the Palantir investors community for more than 2 years. Not only buying the stock and sharing my thoughts on the company but providing some form of content.
These days I’ve had the pleasure of having
in my city, Barcelona, and I’m quite reflective of this great community and the people I have the pleasure of having met and who I speak with every day. I want to collect a couple of thoughts in this article.
Never did I think I could make a living in the Palantir world other than the obvious expectation of the prices going up and, eventually, selling for a profit, when the present would be bright for the stock and I could make my money work out of it and into some other personal project.
This prospect changed when I noticed I was getting a decent amount of interactions due to my findings of Palantir Foundry links, primarily. I decided to collect them into Dossiers and the excitement they produced was a big reason for me to be equally excited. It still is the product that makes me the proudest in this community.
And, of course, one wants to move forward when things work. And I figured I could make something bigger and add value to the community filled with the amazing quality of people that are the content creators (the ones that find and make information digestible) and the consumers (basically the readers and the ones who interact, making one feel accompanied in this journey to Valhalla). Our shared objective is to defend Palantir and their reputation, making us win at the end in the form of having shares with a higher price tag.
I’ve been writing in this Substack weekly, and I intend to keep it that way. Don’t get me wrong, this isn’t some kind of excuse for me to work less, but rather to make you understand, and me in the process of writing this, what value I want to bring to this, our community of Palantards.
I’ll separate everything into 4 main pillars. They form what I see as the “Either_Square ecosystem”.
1. Weekly Articles
They are the main output of digestible information. They represent a service free of charge to everyone who wants to read factual information while also trying to prove a point, backed by some links or other data I have in the DataBase. It also serves as me pitching it to people who may consider subscribing and paying for it.
Don’t worry, the article I had for today will be released tomorrow. I feel this is more important.
2. Twitter
The original and main form of sharing information with everyone. It’s the best way for me to get to as many people as possible and basically the best tool to engage and communicate with everyone I talk to every day. I coordinate with Arny and other Palantards for articles, shared reports or anything that we work together on.
3. DataBase
The platform I’m building that is accessible by paying subscribers. I feel not everyone understands what it is and I’ll simply add a screenshot for you to see its power. It’s a dataset of every link there is, with a lot of information that is daily updated, giving me and everyone with access to it the ability to see actionable insights and valuable data (I share a Google Sheets link to those who decide to support the Substack).
The value I think DataBase has isn’t just in the entities I’ve been able to collect for 2 years, but the fact that its daily updates fill it with real purpose. It isn’t only what we have today; it’s what we can know with the information that we have now for what will come tomorrow. It is very modular and I can change it, adding whatever new functions we can. As you can see in the screenshot, there is plenty of insights to see and dive into.
4. Weekly Reports (and other updates like Foundry_Gap)
I have a Weekly Report that I share every Tuesday, with a summary of all the new Gov and Commercial entities - and more - and a comment explaining where we are now. Also my next plans for the DataBase and any other update I want to let me subscribers know.
Current and future plans
With all these 4 pillars, I’m building an ecosystem that helps me better understand Palantir, helps my investment thesis and also helps people get their hands on to this information, and I have the tremendous luck of having the best paying subscribers. I think they would agree in my assessment that we’ve been able to build a platform that adds value, and I’m obviously talking about the DataBase.
Of course, people could screenshot anything and keep it while unsubbing, but I believe my ways of finding and processing data are strong and that’s why I’m writing about this. Time is proving that our findings in the DataBase are consistent.
I’m considering a series of changes to the way I’m writing and managing this Substack. Not to make anything other than enhancing my offering for anyone who wants to read and, with a bit of luck, leave with more data to base their decisions.
As paying subscribers have known for a while, I want to write about how Palantir is playing an increasingly important role in Geopolitics. Also about how Palantir is more essential than ever before with the current values shortage we have in the West. And I know that’s different than simply providing information on links, that’s why that would have a separate section of its own, with a separate schedule and a different name.
It’s not about knowing everything, but rather having the ability to understand the next move. To be able not only to see every client that uses Foundry, but to understand why. That is a serious and demanding effort. I not only intend to get there, but I’m already getting there with Foundry_Gap and the power we are unleashing with it.
I’m very happy where I am with this Substack and with the amazing Twitter community that has embraced me as your own, but I want to do more.
Some of you may wonder if I’ll ever increase the subscription price, since it’s been at $5 ever since its inception. With the amount of new functions inside DataBase and a new Weekly Palantir - Geopolitical Analysis I’ll probably make it $7 / month, but if that’s the case that will come in the next couple of months. Of course, current paying subscribers will still be paying $5 / month, so I encourage those who are thinking of becoming paying subscribers to do so before I increase the price.
I’d like to end this unusual article with the assurance that this is a one of a kind post. Take it as a declaration of intentions, or as a promise from me to you that when I’m writing about Palantir, or sharing a link, or updating DataBase… It’s serious to me. I’m here to defend their work until my last breath because we, the Free people who live in the West, depend on their success.
The best 🔥
👏🏽👏🏽👏🏽