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BNR Investor Panel – Palantir: From defence and AI to indispensable automation

Publication: 04 November 2025 |
BNR Investor Panel – Palantir: From defence and AI to indispensable automation

Alphabet is being rewarded for its investments in AI, while Microsoft and Meta are being penalised. Is the outlook for AI really that uncertain? Meanwhile, Palantir is pulling the strings in defence, AI and seemingly boring automation – and yet it is valued at more than 300 times its expected profit and more than 120 times its turnover. What makes investors so enthusiastic about this?

That and more is discussed in BNR Zakendoen’s Investor Panel.

Panelist

Presenter Thomas van Zijl talks to the Investor Panel, which this time consists of:

  • Simon van Veen, Founder and Portfolio Manager of the Sustainable Dividends Value Fund
  • Arend Jan Kamp, Founder of Stockwatch.nl, known for the podcast Het Beurscafé

Listen to podcast

LISTEN TO PODCAST ON BNR WEBSITE…

Looking for more information on sustainable dividend investing? Keep an eye on our Latest sectionand read more about the Sustainable Dividends Value Fund or subscribe to the newsletter.

Source: BNR

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Testimonials

Harm Welleweerd
Former CEO iwell

Companies that see circular commodities and the clean energy transition as real opportunities have the best chances for successful growth. The Sustainable Dividends Value Fund focuses especially on this type of companies. This offers me greater certainty of returns and the chance to invest equity capital in accelerating the transition into a more sustainable society.

Bart van Asten
CTO of WorldACD Market Data

The Sustainable Dividends Value Fund invests in companies that take sustainability seriously. The fund is run by experienced people whom I have known for a long time and in whom I have great confidence. Those two factors ensure that I have been a participant in the fund for many years with peace of mind.

Milko Brinkman
Founder Brinkman Financial Consultants

The Sustainable Dividends team strives for socially sustainable impact. The world is changing rapidly. From my beach house, I saw Boskalis doing sand replenishment, TKH pulling cables to offshore wind turbines and Fugro mapping the North Sea and coastlines. Ørsted builds offshore wind farms, Vopak takes care of hydrogen storage and LNG, and SKF supplies ball bearings for wind turbines. Investing is that simple, and the Sustainable Dividends Value Fund invests in some of these companies.

Michiel Langezaal
co-founder and CEO Fastned

What really appealed to me about Sustainable Dividends is the story. First, we invest only in sustainable companies. Then, we look for companies that show an upward trend in dividend payments because companies with growing dividends have historically achieved above-average returns. A refreshingly simple and clear strategy that gives me confidence.