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gks788

gks788

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11-08

I like UOB. It has the potential to move higher.

08-23

$XIAOMI-W(01810)$ Yes, it will hit HKD20 Soon

07-19

The bull run starting now!!!

2023-12-11

Good argument.

Alibaba: At $72 Per Share Makes No Sense

2023-06-27

Lighting up soooooooon

2023-06-26

No more letters thank God

2023-06-25

Ending soon, hurry up

2023-06-24

The game is ending soon

2023-06-23

Happy anniversary tiger

2023-06-22

Money money money, where's the money

2023-06-21

Nice game, ending soon

2023-06-20

I need more points please

2023-06-19

Trying trying again

2023-06-18

Thanks, finally got lighten up

2023-06-17

Trying trying trying again

2023-06-16

Finally lighted up hurray!?

2023-06-15

I am going to win !!!

2023-06-14

Stuck in Hong Kong.

2023-06-13

More letters thank you

2023-06-12

Wa, getting more difficult now

Go to Tiger App to see more news

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like UOB. It has the&nbsp;potential to move higher.","listText":"I like UOB. It has the&nbsp;potential to move higher.","text":"I like UOB. It has the potential to move higher.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368600933728512","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341423155077376,"gmtCreate":1724377208020,"gmtModify":1724377211731,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> Yes, it will hit HKD20 Soon&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> Yes, it will hit HKD20 Soon&nbsp;","text":"$XIAOMI-W(01810)$ Yes, it will hit HKD20 Soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341423155077376","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329036312219704,"gmtCreate":1721356221949,"gmtModify":1721356230139,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"The bull run starting now!!!","listText":"The bull run starting now!!!","text":"The bull run starting now!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329036312219704","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250985462050920,"gmtCreate":1702283934789,"gmtModify":1702283939264,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Good argument.&nbsp;","listText":"Good argument.&nbsp;","text":"Good argument.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250985462050920","repostId":"2390038948","repostType":2,"repost":{"id":"2390038948","kind":"highlight","pubTimestamp":1702281600,"share":"https://ttm.financial/m/news/2390038948?lang=&edition=fundamental","pubTime":"2023-12-11 16:00","market":"hk","language":"en","title":"Alibaba: At $72 Per Share Makes No Sense","url":"https://stock-news.laohu8.com/highlight/detail?id=2390038948","media":"Seeking Alpha","summary":"Alibaba's stock price has significantly declined, making it an attractive investment opportunity.The company's fundamentals remain strong, with solid revenue growth and positive free cash flow.The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.   Wang He/Getty Images News Would you ever buy a company with these characteristics?","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s stock price has significantly declined, making it an attractive investment opportunity.</p></li><li><p>The company&#39;s fundamentals remain strong, with solid revenue growth and positive free cash flow.</p></li><li><p>The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4e34484205aece11ef5f5308044f00e\" alt=\"Wang He/Getty Images News\" title=\"Wang He/Getty Images News\" tg-width=\"750\" tg-height=\"522\"/><span>Wang He/Getty Images News</span></p><p>Would you ever buy a company with these characteristics?</p><ul style=\"\"><li><p>5-year free cash flow growth of 11%; free cash flow margin of 19.60%.</p></li><li><p>5-year revenue growth of about 20%.</p></li><li><p>Net debt of -$51.48 billion and market capitalization of only $184 billion.</p></li><li><p>NTM Market Cap / Free Cash Flow of 7.26x; NTM Price / Normalized Earnings (P/E) of 7.61x.</p></li></ul><p>Probably, if this company was headquartered in New York now you would all run to buy it. Unfortunately, it is located on the other side of the world, in Hangzhou, China. It is exactly this aspect that I want to leverage in this article since the issues of this company are not about the business itself but about the country in which it resides. As you might have guessed, I am talking about the much-discussed Alibaba (NYSE:BABA).</p><h2 id=\"id_2600538427\">Context</h2><p>Before assessing the current situation, I think it is useful to give a brief recap of what has happened so far since November 2020, which is when Alibaba&#39;s meltdown began. In these three years, virtually everything has happened.</p><p>At the end of October 2020, there was great optimism around Alibaba and it was steadily trading around $280-$300 per share. At the time, it was pretty much done for the IPO of Ant Group, which is the company that owns the world&#39;s largest mobile payment platform, Alipay. Alibaba owns 33% of the group, so it had every interest in making the biggest IPO of all time go through. However, when everything seemed to be going right, some statements by Jack Ma about the Chinese financial system caught the attention of the Chinese authorities and after a few days, the IPO was cancelled. According to the authorities&#39; statements, the reason was that Ant Group&#39;s structure did not reflect the anti-monopoly rules. After years of turbulence, the worst seems to be behind us, but not without consequences:</p><ul style=\"\"><li><p>Ant Group was fined $985 million, one of the highest fines ever imposed by Chinese regulators.</p></li><li><p>The ownership structure has been completely turned upside down: Jack Ma owned 53.46% of the voting shares, today only 6.20%. Thus, no shareholder, alone or in agreement with other parties, will have control.</p></li></ul><p>Overall, after these three years, Ant Group comes out weakened, and indirectly so does Alibaba. Be that as it may, this was only the first hiccup.</p><p>Following the suspension of the IPO, Chinese regulators fined the country&#39;s major big tech companies for antitrust violations: in 2021 Alibaba was fined $2.80 billion. In addition, a few months later, the company said it would participate in <em>common prosperity</em> initiatives by investing $15.50 billion through 2025. The goal was to benefit from the economic growth of the entire country:</p><blockquote><p><em>Alibaba is a beneficiary of the strong social and economic progress in China over the past 22 years. We firmly believe that if society is doing well and the economy is doing well, then Alibaba will do well.</em></p><p><em>Former Alibaba CEO Daniel Zhang</em></p></blockquote><p>Needless to say, the market saw these investments as yet another fine to pay, and from that point on, the stock began to sink. Although by 2022 the fines were over, the S&amp;P 500 (SP500) in a downward trend was yet another excuse to fuel Alibaba&#39;s collapse. From $319 per share in October 2020 today the stock is trading at about $72 per share: an absolute disaster.</p><p>Coming to this point, after all this news, you may be wondering why Alibaba is a strong buy. The reason is that the current price per share is so low that in my opinion, it has already discounted the most negative scenario ever. Over the past three years, everything was a pretext to sell Alibaba and we have reached a point where it is really hard to make things worse. Making an analogy with the U.S. economy, this is Alibaba&#39;s 2008 and it is much easier to restart from here than to sink further.</p><p>At the moment the major problems with Chinese regulators are behind us, but I don&#39;t doubt that there may be new complications in the future, and that is what worries the market. While I understand investors&#39; concern, I also believe that one should not be overly pessimistic either. I doubt that it is in China&#39;s interest to destroy one of their best companies ever. Tencent (OTCPK:TCEHY) and PDD Holdings (PDD) have also been fined, but they have already made up some of the lost ground.</p><p>My impression is that sentiment is still extremely negative for Alibaba compared to the other Chinese big tech companies, which is why it will have to prove something more to attract investors. Still, it really took very little to go from being one of the best companies in the world to being one of the most avoided: Mr. Market is often too emotional.</p><h2 id=\"id_1220477199\">Analysis of the Chinese economy</h2><p>As already anticipated, since Alibaba&#39;s performance is affected by any news that has to do with China, I think the first thing to analyze is the macroeconomic environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea6e9ffd14ac6e328b95d870f99a6636\" alt=\"World Bank\" title=\"World Bank\" tg-width=\"640\" tg-height=\"569\"/><span>World Bank</span></p><p>Since the mid-1960s China&#39;s economic growth has been unrestrained and GDP used to increase in double digits. Since 2010, year-on-year growth has slowed down but remains higher than European and U.S. growth. The Chinese government&#39;s goal is to grow on average between 4.50-5% per year, which has failed in recent years due to a number of issues.</p><ul style=\"\"><li><p>The first was the pandemic. In China, the lockdowns lasted longer and were also much more stringent.</p></li><li><p>The second is that China&#39;s real estate market is facing a tough time, which is extremely relevant since it contributes about 30% of GDP. China&#39;s housing boom seems to have come to an end and is now paying for the excessive borrowing and construction done over the past decades. The population has stopped growing as it did in the past, and demand for new housing has dropped dramatically to the point where it has created ghost towns.</p></li></ul><p>The beginning of the real estate crisis dates back to 2021 when the China Evergrande Group (OTC:EGRNQ), once the second-largest real estate developer in the country, declared bankruptcy. Later, it was the turn of other prominent real estate developers such as Country Garden (OTCPK:CTRYF). In any case, we have been talking about this crisis for at least two years, and in my opinion, the Chinese equity market has already discounted this issue. This is nothing new.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b92b823c28ac1982fb4ffa0940a435a\" alt=\"Federal Reserve Bank of St. Louis\" title=\"Federal Reserve Bank of St. Louis\" tg-width=\"640\" tg-height=\"219\"/><span>Federal Reserve Bank of St. Louis</span></p><p>In fact, it has been since 2021 that the price of Chinese residential property has been plummeting, but as of mid-year, there seems to be a basis for a recovery. Proportionally, the slump in recent years has been greater than during the great financial crisis.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81dcc4209a4bb6b46695f1df06b401db\" alt=\"CEIC Data\" title=\"CEIC Data\" tg-width=\"640\" tg-height=\"367\"/><span>CEIC Data</span></p><p>Moreover, taking a look at the average price of Chinese properties in RMB/sq m, after a violent slump starting in 2021, a new bullish trend has already begun since the beginning of the following year. In short, I believe that overall the worst of the real estate bubble has now already been discounted by the market and China has faced its 2008. We often forget that the Hang Seng (HSI) has collapsed more than 50% from its all-time high: how much further down can it go?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5af84d3249c1ec37ea03166164b3124e\" alt=\"GuruFocus\" title=\"GuruFocus\" tg-width=\"640\" tg-height=\"336\"/><span>GuruFocus</span></p><p>The median of the Hang Seng P/E ratio is 10.20x, today we are at only 7.80x, more than one standard deviation below. In the last 20 years hardly has this index been so depressed.</p><p>So, in addition to the problems with Chinese regulators, Alibaba&#39;s price per share has also been affected by the tightening of the Chinese economic environment, which is why I think it has also discounted a potential recession in China. In general, at current prices, I think the Chinese stock market is much more attractive than the U.S. stock market, and Alibaba is probably one of the companies that will benefit most from China&#39;s economic rebound.</p><p>While the United States is struggling with high interest rates, rising default rates, and banks reluctant to lend money, China is currently in the opposite situation: interest rates are declining and the Chinese government is also poised to increase fiscal spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f859051f8593bfa6dbdfaa9c074c823\" alt=\"TRADING ECONOMICS\" title=\"TRADING ECONOMICS\" tg-width=\"640\" tg-height=\"479\"/><span>TRADING ECONOMICS</span></p><p>The Prime Rate Loan has already decreased twice since the beginning of the year and China&#39;s budget deficit ratio will be raised to about 3.80% of GDP following the issuance of CNY 1 trillion sovereign bonds ($137 billion).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed44ccec7a7b6e21a3158b88a5bc687\" alt=\"YCharts\" title=\"YCharts\" tg-width=\"640\" tg-height=\"259\"/><span>YCharts</span></p><p>Since China is currently fighting deflation, I would not be surprised if rates were reduced further and fiscal spending increased. During the 2008 crisis, the Chinese government made immediate efforts to avoid a financial meltdown, and about two months after the Lehman Brothers bankruptcy it had a stimulus package worth CNY 4 trillion ready.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b25f78185160015652a365cc8250ecd5\" alt=\"International Monetary Fund\" title=\"International Monetary Fund\" tg-width=\"640\" tg-height=\"192\"/><span>International Monetary Fund</span></p><p>Since China remains one of the main economic powers with the lowest debt-GDP ratio, about 77%, I expect that in case of a worse-than-expected real estate crisis, a decision will be made to increase economic stimulus: there is room to do so. Finally, at least for the time being, GDP growth estimates in 2023 and 2024 are sound, 5.20% and 4.10%, respectively.</p><p>In light of all these considerations, I believe that the Chinese stock market has already discounted the worst and as early as next year may begin its comeback. Typically, the market bottom is reached when the following conditions occur:</p><ul style=\"\"><li><p>Pessimism is extreme.</p></li><li><p>There are deflationary pressures.</p></li><li><p>The government begins to stimulate the economy.</p></li><li><p>Interest rates fall.</p></li></ul><p>China currently meets all the conditions; the U.S. does not even have one since it is coming from years of strong expansion. Therefore, I would not be surprised if in 2024 the performance of these two countries is opposite: Hang Seng rising and S&amp;P500 declining.</p><p>Alibaba was among the hardest hit companies in the Hang Seng Index, so I expect it will be one of the companies to benefit the most when the trend reverses. After all, its fundamentals are still solid.</p><h2 id=\"id_832139716\">Alibaba is not dead</h2><p>When a company loses 77% in three years, we expect at the very least that its core business has been disrupted for the worse. Other times collapses of this magnitude raise assumptions of bankruptcy or permanent damage to the company. In the case of Alibaba, the company has simply encountered two years of stagnation after a decade of strong growth. Even the best companies in the world have difficult times to overcome: take a look at Apple between 2012 and 2014.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4211aefeb6a3498338bb03bd09c4da2b\" alt=\"Chart based on Seeking Alpha data\" title=\"Chart based on Seeking Alpha data\" tg-width=\"640\" tg-height=\"288\"/><span>Chart based on Seeking Alpha data</span></p><p>As we can see, until FY2021 growth never had any problems; they started the following year. As already widely discussed, pandemic, fines, and real estate crisis made FY2022 and FY2023 hell, and yet Alibaba came out with its head held high. The company in the last 12 months generated a net income of $18.16 billion, cash from operations of $29.21 billion, and revenues declined minimally. In addition, it should be noted that these figures were impacted by an unfavorable exchange rate effect. Since the Fed is implementing a restrictive monetary policy and China&#39;s central bank an expansionary monetary policy, the CNY/USD exchange rate has changed significantly. In any case, performance over the past 12 months has been significantly better than in FY2022 and FY2023, suggesting that a comeback is underway.</p><p>In particular, the first six months of FY2024 are showing improvement in all business segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c739f0f03ceec0e5dc4c1c44b3d9c1\" alt=\"Alibaba Group September Quarter 2023 Results\" title=\"Alibaba Group September Quarter 2023 Results\" tg-width=\"640\" tg-height=\"482\"/><span>Alibaba Group September Quarter 2023 Results</span></p><p>Taobao and Tmall generated revenues of RMB 212.60 billion, up 8% from the previous year. This may seem like a slightly disappointing result, but one must consider the macroeconomic environment in which Alibaba is operating. It is not easy to grow during a deflationary period; in fact, even competitor JD (JD) has struggled.</p><p>International commerce had sensational growth, +47% or RMB 14.86 billion more than last year. This growth comes mainly from the retail segment. This is in my opinion a strong result and a proof of the ease with which Alibaba is expanding overseas through AliExpress.</p><p>Local Services, Digital media, and Cainiao all grew more than 20% over H1 FY2023.</p><p>Cloud had only 3% growth and generated revenues of RMB 52.71 billion; Alibaba continues to have the third largest cloud computing platform globally. The market did not take management&#39;s decision to give up the spinoff well, but I personally find it a correct choice. How much capital could Alibaba have gotten from a business segment growing at low-single digits today? For the time being, the focus is to get the Cloud growing again and only then to think about the IPO.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fc17be9235ca0cf453892450ee58cca\" alt=\"Alibaba Group September Quarter 2023 Results\" title=\"Alibaba Group September Quarter 2023 Results\" tg-width=\"640\" tg-height=\"359\"/><span>Alibaba Group September Quarter 2023 Results</span></p><p>Anyway, in terms of profitability the Cloud has improved: compared to H1 FY2023 EBITA improved by 26%. Cainiao is no longer at a loss and Local Services and Digital Media have significantly reduced losses. Overall, income from operations improved by 52%.</p><p>In light of these results, it is clear that Alibaba is not a dying company contrary to what the price per share would have you believe.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fa259ec2337c1610a606e589f00301\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"262\"/><span>Seeking Alpha</span></p><p>Street Estimates, despite pessimism toward this company, are in favor of steady growth in the future, albeit not at the same rate as in the past decade. After all, Alibaba today is a behemoth and logically cannot sustain the growth rates of the past.</p><p>Finally, the last aspect I would like to cover in this section is shareholder remuneration.</p><p>Alibaba has also officially become a dividend company since a dividend of $2.50 billion will be issued in 2024. The current dividend yield is very low, only 1.38%, but think of its growth potential. This company can easily generate an annual free cash flow of $30 billion over the next few years, so its growth rate could be substantial. The increase in dividend per share will be fueled by the huge buybacks that management is implementing. In the last quarter, treasury stock worth $1.70 billion was purchased and another $14.60 billion remains on hand.</p><p>Personally, on shareholder compensation, I slightly disagree with management&#39;s choices: that $2.50 billion I would have preferred if it had been used to increase the buyback. In any case, I understand that this choice was made more to attract new investors than anything else. I expect the buyback to be leveraged as much as possible at the current price.</p><h2 id=\"id_1380646998\">Valuation</h2><p>We came to the centerpiece of the article, which is the valuation of Alibaba. I have written hundreds of articles on Seeking Alpha but honestly, I have never found a company so undervalued. At the current price, Alibaba does not make sense and now I will explain why.</p><p>First of all, net debt is -$51.48 billion and free cash flow for the past 12 months was $24.51 billion (and Alibaba has not yet fully recovered). Subtracting net debt from the current market capitalization of $184 billion, in five and a half years free cash flow (assuming 0% growth) manages to cover the entire capitalization. For comparison, it is as if Apple (AAPL) were trading at $35 per share.</p><p>By creating a discounted cash flow model this undervaluation is even more evident. This model takes into account the following assumptions:</p><ul style=\"\"><li><p>2023-2028 free cash flow was calculated from previous Street Estimates and multiplied by the free cash flow margin for the last 12 months, 19.60%. From 2029-2032 I applied a CAGR of 5% and finally a perpetual growth rate of 2.50%.</p></li><li><p>The discount rate used is 12%. Using the CAPM the rate would have been under 10%, so to make my estimate more conservative I arbitrarily increased it.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f5f5eab483f2bf0d63af89c745d285\" alt=\"Discounted cash flow\" title=\"Discounted cash flow\" tg-width=\"640\" tg-height=\"237\"/><span>Discounted cash flow</span></p><p>With these assumptions, Alibaba&#39;s fair value is $157.27 per share, more than double the current price. But there is more.</p><p>For the fair value to align with the current price, the RRR would have to be about 25%, effectively making Alibaba almost 10x in 10 years. Thus, investing $1,000 today in 2033 will become $10,000. Anyway, 10x or not, unless the financials are distorted (and I have no reason to believe that) at today&#39;s price Alibaba I think is a bargain, potentially the best in 2024.</p><p>With Alibaba, we can have fun making even the most absurd assumptions, but there is no way to make it overvalued.</p><p>Let&#39;s assume that all analysts are wrong and Alibaba will never grow again for some strange reason. So, the expected free cash flow in 2023 will have a growth rate of 0% and a perpetual growth rate of 0%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f7ad8f76f4a13b9bda104bca587a5a\" alt=\"Discounted cash flow\" title=\"Discounted cash flow\" tg-width=\"640\" tg-height=\"236\"/><span>Discounted cash flow</span></p><p>Again, Alibaba is undervalued since the fair value is $106.28 per share, a 47% difference from the current price. All this, still considering an RRR of 12%, is so quite high.</p><p>Let us now assume that Chinese regulators wake up one morning and decide for no reason to fine Alibaba $30 billion. Also, let us assume that the growth rate is -2% as well as the perpetual growth rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647e566fe5b9a5e2ce6ab20df240030\" alt=\"Discounted cash flow\" title=\"Discounted cash flow\" tg-width=\"640\" tg-height=\"240\"/><span>Discounted cash flow</span></p><p>Once again, Alibaba is undervalued since its fair value would be $82.17 per share. In short, even in the face of a doomsday scenario, this company continues to be undervalued. Based on its financial results there is basically no way for it to be overvalued.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8dadb1c9a9c9192d47c4dde0aecb9f9a\" alt=\"TIKR.com\" title=\"TIKR.com\" tg-width=\"640\" tg-height=\"272\"/><span>TIKR.com</span></p><p>After all, this is to be expected given that its valuation ratios are incredibly low. No company with such high growth prospects and margins is trading at an NTM market cap/FCF of 7.26x; the same goes for the NTM P/E of 7.61x. Their average values since 2015 are 22.54x and 23.97x, respectively, 3 times as high as they are today.</p><h3 id=\"id_2857271186\">An unusual comparison</h3><p>With due differences, in terms of valuation, the current situation of Alibaba reminds me of that of Meta (META) last year. Since mid-2022, I started writing a series of strong buy articles on Meta even though the price kept collapsing. The rhetoric at the time was that Meta was wasting money on the Reality Labs segment and that no one was using Facebook anymore. That distorted perception of reality is what left many panicked investors without earnings. Even, staying on the Meta/Alibaba parallel, in one of my articles I hypothesized a 0% growth scenario for Meta, just as I did earlier with Alibaba.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8e13113643f1ca6520c743fe04f74df\" alt=\"My article on Seeking Alpha\" title=\"My article on Seeking Alpha\" tg-width=\"640\" tg-height=\"411\"/><span>My article on Seeking Alpha</span></p><p>Even then Meta was undervalued, yet the price collapsed another 50% before recovering all the lost ground in about a year. I also wrote strong buy articles when the price was around $100 per share, but at that point, pessimism was at its peak and few wanted to buy.</p><p>With these remarks, I do not want to create false hope since Meta and Alibaba are different companies, but I want to point out how in the market &#34;nonsense prices&#34; sometimes exist and can affect even established and internationally dominant companies. In my opinion, Alibaba&#39;s current price per share is completely irrational, just as Meta was at $90 per share. Sometimes the market takes big oversights, and when the numbers are on our side it may be the right time to take advantage of them.</p><h2 id=\"id_3107685505\">Risks and final considerations</h2><p>The fact that Alibaba seems undervalued based on its numbers does not necessarily mean that it will be a bargain and everyone should buy it. It is obvious that there are risks to be evaluated and, in this case, they are quite high given the potential returns.</p><p>Certainly, there is competition that could make future performance less rosy. JD is the main competitor, but when you invest in a Chinese company you have to do some different thinking. Typically, we are used to thinking that the competitors are just other companies, but in this case, there is mainly the Chinese authorities to factor in.</p><p>Chinese big tech companies do not have the same flexibility as Western ones and have to adhere to a set of rules designed for the common good. For example, previously we saw that Alibaba, in addition to being fined, decided to invest $15.50 billion in common prosperity out of thin air. Although wise, this choice seems rather questionable. Just imagine if Apple had done the same: shareholders would not have been happy.</p><p>So, investing in Alibaba means being aware that from one day to the next news could turn the company upside down and that shareholders will not always be put first. At the same time, however, you are buying a company that has no debt, generates $24 billion a year in free cash flow, and has a PE of about 8x. In other words, you must accept some compromises if you want to buy one of the best companies in the world at a ridiculous price: there are no free meals in finance. Finally, the extent of the real estate crisis within the country is still unknown, and this could lead the Chinese stock market to collapse further. In my estimation, even in the event of revenue decline Alibaba is undervalued, but this does not detract from the fact that the situation should be monitored.</p><p>In light of these considerations, it is clear that Alibaba is not an investment for everyone but only for those who believe in China&#39;s long-term growth without being influenced by the daily news. If you continually watch the performance of your portfolio and volatility scares you, Alibaba is the last company to invest in. Above all, you need some confidence in the Chinese government&#39;s choices and that it will not limit the growth of its big tech too much. The dividend issue could attract new investors, but even then, you need a long-term view since the dividend yield is still too low.</p><p>I realize that many people are not willing to accept that a company operates in such a complex environment, but as far as I am concerned Alibaba is so undervalued that I am willing to pass on it at $72 per share: I think the potential upside is definitely greater than the potential downside. Of course, one should not make the mistake of overweighting it within the portfolio. For the more risk-averse, it might make sense to consider some ETFs where Alibaba occupies one of the prominent positions. After all, China&#39;s goal is generalized growth and an ETF would greatly reduce specific risks while still remaining exposed to the country&#39;s growth. There is no right or wrong choice a priori, it all depends on how much you are willing to risk and what your goal is.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: At $72 Per Share Makes No Sense</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: At $72 Per Share Makes No Sense\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4657089-alibaba-at-72-per-share-makes-no-sense><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's stock price has significantly declined, making it an attractive investment opportunity.The company's fundamentals remain strong, with solid revenue growth and positive free cash flow.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4657089-alibaba-at-72-per-share-makes-no-sense\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4551":"寇图资本持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BABA":"阿里巴巴","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4512":"苹果概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","09988":"阿里巴巴-W","BK4587":"ChatGPT概念","BK4024":"房地产开发","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4575":"芯片概念","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4515":"5G概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0048580855.USD":"富达大中华区A","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0072462426.USD":"贝莱德全球配置 A2","BK4576":"AR","LU0056508442.USD":"贝莱德世界科技基金A2","BK4558":"双十一"},"source_url":"https://seekingalpha.com/article/4657089-alibaba-at-72-per-share-makes-no-sense","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2390038948","content_text":"Alibaba's stock price has significantly declined, making it an attractive investment opportunity.The company's fundamentals remain strong, with solid revenue growth and positive free cash flow.The Chinese stock market has already discounted the worst-case scenarios, making Alibaba undervalued and potentially poised for a rebound.Wang He/Getty Images NewsWould you ever buy a company with these characteristics?5-year free cash flow growth of 11%; free cash flow margin of 19.60%.5-year revenue growth of about 20%.Net debt of -$51.48 billion and market capitalization of only $184 billion.NTM Market Cap / Free Cash Flow of 7.26x; NTM Price / Normalized Earnings (P/E) of 7.61x.Probably, if this company was headquartered in New York now you would all run to buy it. Unfortunately, it is located on the other side of the world, in Hangzhou, China. It is exactly this aspect that I want to leverage in this article since the issues of this company are not about the business itself but about the country in which it resides. As you might have guessed, I am talking about the much-discussed Alibaba (NYSE:BABA).ContextBefore assessing the current situation, I think it is useful to give a brief recap of what has happened so far since November 2020, which is when Alibaba's meltdown began. In these three years, virtually everything has happened.At the end of October 2020, there was great optimism around Alibaba and it was steadily trading around $280-$300 per share. At the time, it was pretty much done for the IPO of Ant Group, which is the company that owns the world's largest mobile payment platform, Alipay. Alibaba owns 33% of the group, so it had every interest in making the biggest IPO of all time go through. However, when everything seemed to be going right, some statements by Jack Ma about the Chinese financial system caught the attention of the Chinese authorities and after a few days, the IPO was cancelled. According to the authorities' statements, the reason was that Ant Group's structure did not reflect the anti-monopoly rules. After years of turbulence, the worst seems to be behind us, but not without consequences:Ant Group was fined $985 million, one of the highest fines ever imposed by Chinese regulators.The ownership structure has been completely turned upside down: Jack Ma owned 53.46% of the voting shares, today only 6.20%. Thus, no shareholder, alone or in agreement with other parties, will have control.Overall, after these three years, Ant Group comes out weakened, and indirectly so does Alibaba. Be that as it may, this was only the first hiccup.Following the suspension of the IPO, Chinese regulators fined the country's major big tech companies for antitrust violations: in 2021 Alibaba was fined $2.80 billion. In addition, a few months later, the company said it would participate in common prosperity initiatives by investing $15.50 billion through 2025. The goal was to benefit from the economic growth of the entire country:Alibaba is a beneficiary of the strong social and economic progress in China over the past 22 years. We firmly believe that if society is doing well and the economy is doing well, then Alibaba will do well.Former Alibaba CEO Daniel ZhangNeedless to say, the market saw these investments as yet another fine to pay, and from that point on, the stock began to sink. Although by 2022 the fines were over, the S&P 500 (SP500) in a downward trend was yet another excuse to fuel Alibaba's collapse. From $319 per share in October 2020 today the stock is trading at about $72 per share: an absolute disaster.Coming to this point, after all this news, you may be wondering why Alibaba is a strong buy. The reason is that the current price per share is so low that in my opinion, it has already discounted the most negative scenario ever. Over the past three years, everything was a pretext to sell Alibaba and we have reached a point where it is really hard to make things worse. Making an analogy with the U.S. economy, this is Alibaba's 2008 and it is much easier to restart from here than to sink further.At the moment the major problems with Chinese regulators are behind us, but I don't doubt that there may be new complications in the future, and that is what worries the market. While I understand investors' concern, I also believe that one should not be overly pessimistic either. I doubt that it is in China's interest to destroy one of their best companies ever. Tencent (OTCPK:TCEHY) and PDD Holdings (PDD) have also been fined, but they have already made up some of the lost ground.My impression is that sentiment is still extremely negative for Alibaba compared to the other Chinese big tech companies, which is why it will have to prove something more to attract investors. Still, it really took very little to go from being one of the best companies in the world to being one of the most avoided: Mr. Market is often too emotional.Analysis of the Chinese economyAs already anticipated, since Alibaba's performance is affected by any news that has to do with China, I think the first thing to analyze is the macroeconomic environment.World BankSince the mid-1960s China's economic growth has been unrestrained and GDP used to increase in double digits. Since 2010, year-on-year growth has slowed down but remains higher than European and U.S. growth. The Chinese government's goal is to grow on average between 4.50-5% per year, which has failed in recent years due to a number of issues.The first was the pandemic. In China, the lockdowns lasted longer and were also much more stringent.The second is that China's real estate market is facing a tough time, which is extremely relevant since it contributes about 30% of GDP. China's housing boom seems to have come to an end and is now paying for the excessive borrowing and construction done over the past decades. The population has stopped growing as it did in the past, and demand for new housing has dropped dramatically to the point where it has created ghost towns.The beginning of the real estate crisis dates back to 2021 when the China Evergrande Group (OTC:EGRNQ), once the second-largest real estate developer in the country, declared bankruptcy. Later, it was the turn of other prominent real estate developers such as Country Garden (OTCPK:CTRYF). In any case, we have been talking about this crisis for at least two years, and in my opinion, the Chinese equity market has already discounted this issue. This is nothing new.Federal Reserve Bank of St. LouisIn fact, it has been since 2021 that the price of Chinese residential property has been plummeting, but as of mid-year, there seems to be a basis for a recovery. Proportionally, the slump in recent years has been greater than during the great financial crisis.CEIC DataMoreover, taking a look at the average price of Chinese properties in RMB/sq m, after a violent slump starting in 2021, a new bullish trend has already begun since the beginning of the following year. In short, I believe that overall the worst of the real estate bubble has now already been discounted by the market and China has faced its 2008. We often forget that the Hang Seng (HSI) has collapsed more than 50% from its all-time high: how much further down can it go?GuruFocusThe median of the Hang Seng P/E ratio is 10.20x, today we are at only 7.80x, more than one standard deviation below. In the last 20 years hardly has this index been so depressed.So, in addition to the problems with Chinese regulators, Alibaba's price per share has also been affected by the tightening of the Chinese economic environment, which is why I think it has also discounted a potential recession in China. In general, at current prices, I think the Chinese stock market is much more attractive than the U.S. stock market, and Alibaba is probably one of the companies that will benefit most from China's economic rebound.While the United States is struggling with high interest rates, rising default rates, and banks reluctant to lend money, China is currently in the opposite situation: interest rates are declining and the Chinese government is also poised to increase fiscal spending.TRADING ECONOMICSThe Prime Rate Loan has already decreased twice since the beginning of the year and China's budget deficit ratio will be raised to about 3.80% of GDP following the issuance of CNY 1 trillion sovereign bonds ($137 billion).YChartsSince China is currently fighting deflation, I would not be surprised if rates were reduced further and fiscal spending increased. During the 2008 crisis, the Chinese government made immediate efforts to avoid a financial meltdown, and about two months after the Lehman Brothers bankruptcy it had a stimulus package worth CNY 4 trillion ready.International Monetary FundSince China remains one of the main economic powers with the lowest debt-GDP ratio, about 77%, I expect that in case of a worse-than-expected real estate crisis, a decision will be made to increase economic stimulus: there is room to do so. Finally, at least for the time being, GDP growth estimates in 2023 and 2024 are sound, 5.20% and 4.10%, respectively.In light of all these considerations, I believe that the Chinese stock market has already discounted the worst and as early as next year may begin its comeback. Typically, the market bottom is reached when the following conditions occur:Pessimism is extreme.There are deflationary pressures.The government begins to stimulate the economy.Interest rates fall.China currently meets all the conditions; the U.S. does not even have one since it is coming from years of strong expansion. Therefore, I would not be surprised if in 2024 the performance of these two countries is opposite: Hang Seng rising and S&P500 declining.Alibaba was among the hardest hit companies in the Hang Seng Index, so I expect it will be one of the companies to benefit the most when the trend reverses. After all, its fundamentals are still solid.Alibaba is not deadWhen a company loses 77% in three years, we expect at the very least that its core business has been disrupted for the worse. Other times collapses of this magnitude raise assumptions of bankruptcy or permanent damage to the company. In the case of Alibaba, the company has simply encountered two years of stagnation after a decade of strong growth. Even the best companies in the world have difficult times to overcome: take a look at Apple between 2012 and 2014.Chart based on Seeking Alpha dataAs we can see, until FY2021 growth never had any problems; they started the following year. As already widely discussed, pandemic, fines, and real estate crisis made FY2022 and FY2023 hell, and yet Alibaba came out with its head held high. The company in the last 12 months generated a net income of $18.16 billion, cash from operations of $29.21 billion, and revenues declined minimally. In addition, it should be noted that these figures were impacted by an unfavorable exchange rate effect. Since the Fed is implementing a restrictive monetary policy and China's central bank an expansionary monetary policy, the CNY/USD exchange rate has changed significantly. In any case, performance over the past 12 months has been significantly better than in FY2022 and FY2023, suggesting that a comeback is underway.In particular, the first six months of FY2024 are showing improvement in all business segments.Alibaba Group September Quarter 2023 ResultsTaobao and Tmall generated revenues of RMB 212.60 billion, up 8% from the previous year. This may seem like a slightly disappointing result, but one must consider the macroeconomic environment in which Alibaba is operating. It is not easy to grow during a deflationary period; in fact, even competitor JD (JD) has struggled.International commerce had sensational growth, +47% or RMB 14.86 billion more than last year. This growth comes mainly from the retail segment. This is in my opinion a strong result and a proof of the ease with which Alibaba is expanding overseas through AliExpress.Local Services, Digital media, and Cainiao all grew more than 20% over H1 FY2023.Cloud had only 3% growth and generated revenues of RMB 52.71 billion; Alibaba continues to have the third largest cloud computing platform globally. The market did not take management's decision to give up the spinoff well, but I personally find it a correct choice. How much capital could Alibaba have gotten from a business segment growing at low-single digits today? For the time being, the focus is to get the Cloud growing again and only then to think about the IPO.Alibaba Group September Quarter 2023 ResultsAnyway, in terms of profitability the Cloud has improved: compared to H1 FY2023 EBITA improved by 26%. Cainiao is no longer at a loss and Local Services and Digital Media have significantly reduced losses. Overall, income from operations improved by 52%.In light of these results, it is clear that Alibaba is not a dying company contrary to what the price per share would have you believe.Seeking AlphaStreet Estimates, despite pessimism toward this company, are in favor of steady growth in the future, albeit not at the same rate as in the past decade. After all, Alibaba today is a behemoth and logically cannot sustain the growth rates of the past.Finally, the last aspect I would like to cover in this section is shareholder remuneration.Alibaba has also officially become a dividend company since a dividend of $2.50 billion will be issued in 2024. The current dividend yield is very low, only 1.38%, but think of its growth potential. This company can easily generate an annual free cash flow of $30 billion over the next few years, so its growth rate could be substantial. The increase in dividend per share will be fueled by the huge buybacks that management is implementing. In the last quarter, treasury stock worth $1.70 billion was purchased and another $14.60 billion remains on hand.Personally, on shareholder compensation, I slightly disagree with management's choices: that $2.50 billion I would have preferred if it had been used to increase the buyback. In any case, I understand that this choice was made more to attract new investors than anything else. I expect the buyback to be leveraged as much as possible at the current price.ValuationWe came to the centerpiece of the article, which is the valuation of Alibaba. I have written hundreds of articles on Seeking Alpha but honestly, I have never found a company so undervalued. At the current price, Alibaba does not make sense and now I will explain why.First of all, net debt is -$51.48 billion and free cash flow for the past 12 months was $24.51 billion (and Alibaba has not yet fully recovered). Subtracting net debt from the current market capitalization of $184 billion, in five and a half years free cash flow (assuming 0% growth) manages to cover the entire capitalization. For comparison, it is as if Apple (AAPL) were trading at $35 per share.By creating a discounted cash flow model this undervaluation is even more evident. This model takes into account the following assumptions:2023-2028 free cash flow was calculated from previous Street Estimates and multiplied by the free cash flow margin for the last 12 months, 19.60%. From 2029-2032 I applied a CAGR of 5% and finally a perpetual growth rate of 2.50%.The discount rate used is 12%. Using the CAPM the rate would have been under 10%, so to make my estimate more conservative I arbitrarily increased it.Discounted cash flowWith these assumptions, Alibaba's fair value is $157.27 per share, more than double the current price. But there is more.For the fair value to align with the current price, the RRR would have to be about 25%, effectively making Alibaba almost 10x in 10 years. Thus, investing $1,000 today in 2033 will become $10,000. Anyway, 10x or not, unless the financials are distorted (and I have no reason to believe that) at today's price Alibaba I think is a bargain, potentially the best in 2024.With Alibaba, we can have fun making even the most absurd assumptions, but there is no way to make it overvalued.Let's assume that all analysts are wrong and Alibaba will never grow again for some strange reason. So, the expected free cash flow in 2023 will have a growth rate of 0% and a perpetual growth rate of 0%.Discounted cash flowAgain, Alibaba is undervalued since the fair value is $106.28 per share, a 47% difference from the current price. All this, still considering an RRR of 12%, is so quite high.Let us now assume that Chinese regulators wake up one morning and decide for no reason to fine Alibaba $30 billion. Also, let us assume that the growth rate is -2% as well as the perpetual growth rate.Discounted cash flowOnce again, Alibaba is undervalued since its fair value would be $82.17 per share. In short, even in the face of a doomsday scenario, this company continues to be undervalued. Based on its financial results there is basically no way for it to be overvalued.TIKR.comAfter all, this is to be expected given that its valuation ratios are incredibly low. No company with such high growth prospects and margins is trading at an NTM market cap/FCF of 7.26x; the same goes for the NTM P/E of 7.61x. Their average values since 2015 are 22.54x and 23.97x, respectively, 3 times as high as they are today.An unusual comparisonWith due differences, in terms of valuation, the current situation of Alibaba reminds me of that of Meta (META) last year. Since mid-2022, I started writing a series of strong buy articles on Meta even though the price kept collapsing. The rhetoric at the time was that Meta was wasting money on the Reality Labs segment and that no one was using Facebook anymore. That distorted perception of reality is what left many panicked investors without earnings. Even, staying on the Meta/Alibaba parallel, in one of my articles I hypothesized a 0% growth scenario for Meta, just as I did earlier with Alibaba.My article on Seeking AlphaEven then Meta was undervalued, yet the price collapsed another 50% before recovering all the lost ground in about a year. I also wrote strong buy articles when the price was around $100 per share, but at that point, pessimism was at its peak and few wanted to buy.With these remarks, I do not want to create false hope since Meta and Alibaba are different companies, but I want to point out how in the market \"nonsense prices\" sometimes exist and can affect even established and internationally dominant companies. In my opinion, Alibaba's current price per share is completely irrational, just as Meta was at $90 per share. Sometimes the market takes big oversights, and when the numbers are on our side it may be the right time to take advantage of them.Risks and final considerationsThe fact that Alibaba seems undervalued based on its numbers does not necessarily mean that it will be a bargain and everyone should buy it. It is obvious that there are risks to be evaluated and, in this case, they are quite high given the potential returns.Certainly, there is competition that could make future performance less rosy. JD is the main competitor, but when you invest in a Chinese company you have to do some different thinking. Typically, we are used to thinking that the competitors are just other companies, but in this case, there is mainly the Chinese authorities to factor in.Chinese big tech companies do not have the same flexibility as Western ones and have to adhere to a set of rules designed for the common good. For example, previously we saw that Alibaba, in addition to being fined, decided to invest $15.50 billion in common prosperity out of thin air. Although wise, this choice seems rather questionable. Just imagine if Apple had done the same: shareholders would not have been happy.So, investing in Alibaba means being aware that from one day to the next news could turn the company upside down and that shareholders will not always be put first. At the same time, however, you are buying a company that has no debt, generates $24 billion a year in free cash flow, and has a PE of about 8x. In other words, you must accept some compromises if you want to buy one of the best companies in the world at a ridiculous price: there are no free meals in finance. Finally, the extent of the real estate crisis within the country is still unknown, and this could lead the Chinese stock market to collapse further. In my estimation, even in the event of revenue decline Alibaba is undervalued, but this does not detract from the fact that the situation should be monitored.In light of these considerations, it is clear that Alibaba is not an investment for everyone but only for those who believe in China's long-term growth without being influenced by the daily news. If you continually watch the performance of your portfolio and volatility scares you, Alibaba is the last company to invest in. Above all, you need some confidence in the Chinese government's choices and that it will not limit the growth of its big tech too much. The dividend issue could attract new investors, but even then, you need a long-term view since the dividend yield is still too low.I realize that many people are not willing to accept that a company operates in such a complex environment, but as far as I am concerned Alibaba is so undervalued that I am willing to pass on it at $72 per share: I think the potential upside is definitely greater than the potential downside. Of course, one should not make the mistake of overweighting it within the portfolio. For the more risk-averse, it might make sense to consider some ETFs where Alibaba occupies one of the prominent positions. After all, China's goal is generalized growth and an ETF would greatly reduce specific risks while still remaining exposed to the country's growth. There is no right or wrong choice a priori, it all depends on how much you are willing to risk and what your goal is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191873563254792,"gmtCreate":1687852781164,"gmtModify":1687852784666,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Lighting up soooooooon","listText":"Lighting up soooooooon","text":"Lighting up 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tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190264696733744","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190009156927752,"gmtCreate":1687414687245,"gmtModify":1687414692157,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Money money money, where's the money&nbsp;","listText":"Money money money, where's the money&nbsp;","text":"Money money money, where's the money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190009156927752","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189591549444344,"gmtCreate":1687312725081,"gmtModify":1687312728679,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Nice game, ending soon&nbsp;","listText":"Nice game, ending soon&nbsp;","text":"Nice game, ending soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189591549444344","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189239513890944,"gmtCreate":1687226575967,"gmtModify":1687226579423,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"I need more points please&nbsp;","listText":"I need more points please&nbsp;","text":"I need more points please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189239513890944","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188864195018896,"gmtCreate":1687134946009,"gmtModify":1687134949476,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Trying trying again&nbsp;","listText":"Trying trying again&nbsp;","text":"Trying trying again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/188864195018896","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188509901664376,"gmtCreate":1687048446161,"gmtModify":1687048449669,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Thanks, finally got lighten up","listText":"Thanks, finally got lighten up","text":"Thanks, finally got lighten up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188509901664376","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188159342653592,"gmtCreate":1686962863158,"gmtModify":1686962866887,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Trying trying trying again&nbsp;","listText":"Trying trying trying again&nbsp;","text":"Trying trying trying again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188159342653592","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187787197976680,"gmtCreate":1686874294135,"gmtModify":1686874297730,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Finally lighted up hurray!?&nbsp;","listText":"Finally lighted up hurray!?&nbsp;","text":"Finally lighted up hurray!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187787197976680","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187460808741016,"gmtCreate":1686794656391,"gmtModify":1686794660302,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"I am going to win !!!&nbsp;","listText":"I am going to win !!!&nbsp;","text":"I am going to win !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187460808741016","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187032022827112,"gmtCreate":1686701394754,"gmtModify":1686701398460,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Stuck in Hong Kong.&nbsp;","listText":"Stuck in Hong Kong.&nbsp;","text":"Stuck in Hong Kong.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187032022827112","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186680186097792,"gmtCreate":1686615499835,"gmtModify":1686615503693,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"More letters thank you&nbsp;","listText":"More letters thank you&nbsp;","text":"More letters thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186680186097792","isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186348946407432,"gmtCreate":1686534622052,"gmtModify":1686534625776,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Wa, getting more difficult now&nbsp;","listText":"Wa, getting more difficult now&nbsp;","text":"Wa, getting more difficult now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186348946407432","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9952589396,"gmtCreate":1674811468416,"gmtModify":1676538960269,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"I believe Google also has similar technology like chatgpt, given it's vast technical resources. Also, it has been crawling the web for many years , it should have&nbsp;more complete information for any topics compare to&nbsp;chatgpt. The question is what is the business model for AI tools like chatgpt. Is it going to be ad, usage&nbsp;or subscription based?","listText":"I believe Google also has similar technology like chatgpt, given it's vast technical resources. Also, it has been crawling the web for many years , it should have&nbsp;more complete information for any topics compare to&nbsp;chatgpt. The question is what is the business model for AI tools like chatgpt. Is it going to be ad, usage&nbsp;or subscription based?","text":"I believe Google also has similar technology like chatgpt, given it's vast technical resources. Also, it has been crawling the web for many years , it should have more complete information for any topics compare to chatgpt. The question is what is the business model for AI tools like chatgpt. Is it going to be ad, usage or subscription based?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9952589396","repostId":"2306939104","repostType":4,"repost":{"id":"2306939104","kind":"highlight","pubTimestamp":1674805205,"share":"https://ttm.financial/m/news/2306939104?lang=&edition=fundamental","pubTime":"2023-01-27 15:40","market":"us","language":"en","title":"How Google’s Long Period of Online Dominance Could End","url":"https://stock-news.laohu8.com/highlight/detail?id=2306939104","media":"CNN Business","summary":"Washington (CNN) — For the better part of 15 years, Google has seemed like an unstoppable force, pow","content":"<html><head></head><body><p><b>Washington</b><b> (</b><b>CNN) —</b> For the better part of 15 years, Google has seemed like an unstoppable force, powered by the strength of its online search engine and digital advertising business. But both now look increasingly vulnerable.</p><p>This week, the Justice Department accused Google of running an illegal monopoly in its online advertising business and called for parts of it to be broken up. The case comes a couple of years after the Trump administration filed a similar suit going after the tech giant’s dominance in search.</p><p>Google said the Justice Department is “doubling down on a flawed argument” and that the latest suit “attempts to pick winners and losers in the highly competitive advertising technology sector.” If successful, however, both blockbuster cases could upend a business model that’s made Google the most powerful advertising company on the internet. It would be the most consequential antitrust victory against a tech giant since the US government took on Microsoft more than 20 years ago.</p><p>But even though the lawsuits drive at the heart of Google’s revenue machine, they could take years to play out. In the meantime, two other thorny issues are poised to determine Google’s future on a potentially shorter timeframe: The rise of generative artificial intelligence and what appears to be an accelerating decline in Google’s online ad marketshare.</p><p>Just days before the DOJ suit, Google announced plans to cut 12,000 employees amid a dramatic slowdown in its revenue growth, and as it works to refocus its efforts partly around AI.</p><h2>A new threat to search</h2><p>Google has long been synonymous with online searches; it was one of the first modern tech companies whose name would become a verb. But a new threat emerged late last year when OpenAI, an artificial intelligence research company, publicly released a viral new AI chatbot tool called ChatGPT.</p><p>Users of ChatGPT have showcased the bot’s ability to create poetry, draft legal documents, write code and explain complex ideas, with little more than a simple prompt. Trained on a vast amount of online data, ChatGPT can generate lengthy responses to open-ended questions, though it’s prone to some errors, or answer simple questions – “Who was the 25th president of the United States?” – which one might have previously had to scroll through search results on Google to find.</p><p>ChatGPT is trained on vast amounts of data and uses this to generate responses to user prompts. While ChatGPT’s underlying technology has existed for some time, the fact that anyone can create an account and experiment with the tool has led to loads of hype for generative AI and made the technology’s potential instantly understandable to millions in a way that was only abstract before. It has also reportedly prompted Google’s management to declare a “code red” situation for its search business.</p><p>“Google may be only a year or two away from total disruption. AI will eliminate the Search Engine Result Page, which is where they make most of their money,” Paul Buchheit, one of the creators of Gmail, tweeted last year. “Even if they catch up on AI, they can’t fully deploy it without destroying the most valuable part of their business!”</p><p>If more users begin to rely on AI for their information needs, the argument goes, it could undercut Google’s search advertising, which is part of a $149 billion business segment at the company. Media coverage of ChatGPT has doubled down on this notion, with some outlets pitting ChatGPT against Google in head-to-head tests.</p><h2>Not necessarily a nightmare scenario</h2><p>There are some reasons to doubt this nightmare scenario might play out for Google.</p><p>For one thing, Google operates at a vastly different scale. In November, Google’s website received more than 86 billion visits, compared to less than 300 million for ChatGPT, according to the traffic analysis website SimilarWeb. (ChatGPT was released publicly in late November.) For another, even in a world where Google provides specific, AI-generated responses to user queries, it could still analyze the queries to provide search advertising, just as it does today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c45b88688c10f0f0aa87c4edd1c1c36e\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>A bicyclist rides along a path at Google&#39;s Bay View campus in Mountain View, California on June 27, 2022.</span></p><p>Google has its own investments in highly sophisticated artificial intelligence. One of its AI-driven chat programs, LaMDA, even became a flashpoint last year after an engineer at the company claimed it had achieved sentience. (Google has disputed the claim and fired the engineer for breaches of company policy.)</p><p>Google CEO Sundar Pichai has reportedly told employees that even though Google has similar capabilities to ChatGPT, the company has yet to commit to giving out AI-generated search responses because of the risk of providing inaccurate information, which could be detrimental to Google in the long run.</p><p>Google’s stance highlights both its incredible influence, as the most trusted search engine on earth, and one of the core problems of generative AI: Due to the technology’s black-box design, it’s virtually impossible to find out how the technology arrived at a specific result. For many people, and for many years to come, being able to evaluate different sources of information for themselves may trump the convenience of receiving a single answer.</p><h2>An ad sales machine under pressure</h2><p>All this has taken place against the backdrop of what seems to be an extended, multi-year decline in Google’s online advertising marketshare. Google’s position in digital advertising peaked in 2017 with 34.7% of the US market, according to third-party industry estimates, and is on pace to account for 28.8% this year.</p><p>Google isn’t the only advertising giant to experience this trend. One-off factors like the pandemic and the war in Ukraine, as well as fears of a looming recession, have broadly affected the online advertising industry. Others, like Facebook-parent Meta, have been particularly susceptible to systemic changes such as Apple’s app privacy updates restricting the amount of information marketers can access about iOS users.</p><p>But the decline also comes as Google faces new competition in the market. Rivals including Amazon, TikTok and even Apple have been attracting an increasing share of the digital advertising pie.</p><p>Whatever the cause, Google’s advertising business, which is still massive, seems to face growing headwinds. And those headwinds could be exacerbated if some of the predictions about generative AI come to pass, or if the Justice Department’s lawsuits ultimately weaken Google’s grip on digital advertising.</p><p>As part of the case, the US government has asked a federal court to unwind two acquisitions that allegedly helped cement a Google monopoly in advertising. Dismantling Google’s tightly integrated ads machine will restore competition and make it harder for Google to extract monopoly profits, according to the US government.</p><p>This and other antitrust suits — though threatening in their own right — simply add pressure to the broader dilemma facing Google as it stares down a new era of potentially tumultuous technological change.</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Google’s Long Period of Online Dominance Could End</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Google’s Long Period of Online Dominance Could End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-27 15:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2023/01/26/tech/google-antitrust><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Washington (CNN) — For the better part of 15 years, Google has seemed like an unstoppable force, powered by the strength of its online search engine and digital advertising business. But both now look...</p>\n\n<a href=\"https://edition.cnn.com/2023/01/26/tech/google-antitrust\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","GOOGL":"谷歌A","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4576":"AR","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4538":"云计算","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4551":"寇图资本持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4561":"索罗斯持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0861579265.USD":"联博低波幅策略股票基金A","BK4504":"桥水持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4528":"SaaS概念","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","GOOG":"谷歌"},"source_url":"https://edition.cnn.com/2023/01/26/tech/google-antitrust","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306939104","content_text":"Washington (CNN) — For the better part of 15 years, Google has seemed like an unstoppable force, powered by the strength of its online search engine and digital advertising business. But both now look increasingly vulnerable.This week, the Justice Department accused Google of running an illegal monopoly in its online advertising business and called for parts of it to be broken up. The case comes a couple of years after the Trump administration filed a similar suit going after the tech giant’s dominance in search.Google said the Justice Department is “doubling down on a flawed argument” and that the latest suit “attempts to pick winners and losers in the highly competitive advertising technology sector.” If successful, however, both blockbuster cases could upend a business model that’s made Google the most powerful advertising company on the internet. It would be the most consequential antitrust victory against a tech giant since the US government took on Microsoft more than 20 years ago.But even though the lawsuits drive at the heart of Google’s revenue machine, they could take years to play out. In the meantime, two other thorny issues are poised to determine Google’s future on a potentially shorter timeframe: The rise of generative artificial intelligence and what appears to be an accelerating decline in Google’s online ad marketshare.Just days before the DOJ suit, Google announced plans to cut 12,000 employees amid a dramatic slowdown in its revenue growth, and as it works to refocus its efforts partly around AI.A new threat to searchGoogle has long been synonymous with online searches; it was one of the first modern tech companies whose name would become a verb. But a new threat emerged late last year when OpenAI, an artificial intelligence research company, publicly released a viral new AI chatbot tool called ChatGPT.Users of ChatGPT have showcased the bot’s ability to create poetry, draft legal documents, write code and explain complex ideas, with little more than a simple prompt. Trained on a vast amount of online data, ChatGPT can generate lengthy responses to open-ended questions, though it’s prone to some errors, or answer simple questions – “Who was the 25th president of the United States?” – which one might have previously had to scroll through search results on Google to find.ChatGPT is trained on vast amounts of data and uses this to generate responses to user prompts. While ChatGPT’s underlying technology has existed for some time, the fact that anyone can create an account and experiment with the tool has led to loads of hype for generative AI and made the technology’s potential instantly understandable to millions in a way that was only abstract before. It has also reportedly prompted Google’s management to declare a “code red” situation for its search business.“Google may be only a year or two away from total disruption. AI will eliminate the Search Engine Result Page, which is where they make most of their money,” Paul Buchheit, one of the creators of Gmail, tweeted last year. “Even if they catch up on AI, they can’t fully deploy it without destroying the most valuable part of their business!”If more users begin to rely on AI for their information needs, the argument goes, it could undercut Google’s search advertising, which is part of a $149 billion business segment at the company. Media coverage of ChatGPT has doubled down on this notion, with some outlets pitting ChatGPT against Google in head-to-head tests.Not necessarily a nightmare scenarioThere are some reasons to doubt this nightmare scenario might play out for Google.For one thing, Google operates at a vastly different scale. In November, Google’s website received more than 86 billion visits, compared to less than 300 million for ChatGPT, according to the traffic analysis website SimilarWeb. (ChatGPT was released publicly in late November.) For another, even in a world where Google provides specific, AI-generated responses to user queries, it could still analyze the queries to provide search advertising, just as it does today.A bicyclist rides along a path at Google's Bay View campus in Mountain View, California on June 27, 2022.Google has its own investments in highly sophisticated artificial intelligence. One of its AI-driven chat programs, LaMDA, even became a flashpoint last year after an engineer at the company claimed it had achieved sentience. (Google has disputed the claim and fired the engineer for breaches of company policy.)Google CEO Sundar Pichai has reportedly told employees that even though Google has similar capabilities to ChatGPT, the company has yet to commit to giving out AI-generated search responses because of the risk of providing inaccurate information, which could be detrimental to Google in the long run.Google’s stance highlights both its incredible influence, as the most trusted search engine on earth, and one of the core problems of generative AI: Due to the technology’s black-box design, it’s virtually impossible to find out how the technology arrived at a specific result. For many people, and for many years to come, being able to evaluate different sources of information for themselves may trump the convenience of receiving a single answer.An ad sales machine under pressureAll this has taken place against the backdrop of what seems to be an extended, multi-year decline in Google’s online advertising marketshare. Google’s position in digital advertising peaked in 2017 with 34.7% of the US market, according to third-party industry estimates, and is on pace to account for 28.8% this year.Google isn’t the only advertising giant to experience this trend. One-off factors like the pandemic and the war in Ukraine, as well as fears of a looming recession, have broadly affected the online advertising industry. Others, like Facebook-parent Meta, have been particularly susceptible to systemic changes such as Apple’s app privacy updates restricting the amount of information marketers can access about iOS users.But the decline also comes as Google faces new competition in the market. Rivals including Amazon, TikTok and even Apple have been attracting an increasing share of the digital advertising pie.Whatever the cause, Google’s advertising business, which is still massive, seems to face growing headwinds. And those headwinds could be exacerbated if some of the predictions about generative AI come to pass, or if the Justice Department’s lawsuits ultimately weaken Google’s grip on digital advertising.As part of the case, the US government has asked a federal court to unwind two acquisitions that allegedly helped cement a Google monopoly in advertising. Dismantling Google’s tightly integrated ads machine will restore competition and make it harder for Google to extract monopoly profits, according to the US government.This and other antitrust suits — though threatening in their own right — simply add pressure to the broader dilemma facing Google as it stares down a new era of potentially tumultuous technological change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127847106,"gmtCreate":1624844449105,"gmtModify":1703845969500,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Charging takes too much tine. Don't think it is sustainable in the long run.&nbsp;","listText":"Charging takes too much tine. Don't think it is sustainable in the long run.&nbsp;","text":"Charging takes too much tine. Don't think it is sustainable in the long run.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/127847106","repostId":"1103605275","repostType":4,"repost":{"id":"1103605275","kind":"news","pubTimestamp":1624842412,"share":"https://ttm.financial/m/news/1103605275?lang=&edition=fundamental","pubTime":"2021-06-28 09:06","market":"us","language":"en","title":"Here’s an infrastructure-based way to play the electric vehicle takeover in the next decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1103605275","media":"CNBC","summary":"Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the ","content":"<div>\n<p>Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s an infrastructure-based way to play the electric vehicle takeover in the next decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere’s an infrastructure-based way to play the electric vehicle takeover in the next decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 09:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.cnbc.com/2021/06/27/stocks-to-buy-jefferies-likes-this-infrastructure-play-on-the-ev-takeover.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1103605275","content_text":"Electric vehicle sales are rising, which will spur a buildout of charging infrastructure across the U.S. – along with an opportunity for investors, according to Jefferies.\nAnalysts led by David Kelley expect the U.S. charging station market to grow more than 30% annually each year to 2030, noting that “to avoid the highway to hell, EV infrastructure build-out is key to the electrified future.”\nIndeed, the firm said that at present in the U.S. there are 84,000 Level 2 charging stations and 18,000 DC Fast Charging stations, which they envision rising to one million by 2030 and more than 2.4 million by 2035.\nTo that effect, Jefferies initiated coverage onChargePointwith a buy rating, saying that the company’s position as a leader in the space should result in further gains ahead.\n“We expect CHPT leverages scale and integrated hardware, software, & services features to drive +57% sales CAGR [compound annual growth rate],” the firm wrote in a note to clients.\n“We expect charging build out will become a heightened government focus point globally given increasing demand for clean energy and electrification to combat climate change,” the firm said. President Joe Biden’s initial infrastructure bill included $174 billion for spending around electric vehicles, also the most recent proposal calls for just $15 billion in spending. Still, the initiative signals the administration’s position on encouraging greater adoption.\nChargePoint is a vertically integrated pure-play EV charging name, selling charging hardware to customers, which it then turns into recurring revenue through a cloud-based software support system. The company provides charges across commercial, fleet and the residential segments, with Facebook, Whole Foods and FedEx among its customers.\nIn September the company, which was founded in 2007,announced its plan to go publicthrough a reverse merger with special purpose acquisition company Switchback Energy Acquisition Corporation. The deal closed on Feb. 26.\n“Europe and fleet expansion provide significant greenfield growth opportunities outside core commercial volumes...as CHPT aims to leverage core hardware, software & services integration, as well as tech expertise,” Kelley said. He also pointed to the company’s asset-light model — it doesn’t own the charging infrastructure — as fueling upside into the future.\nJefferies has a $40 target on the stock, which is 26% above where shares closed on Friday.\nThe stock has gained 3% since the merger was completed at the end of February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582764273979695","authorId":"3582764273979695","name":"WCS1981","avatar":"https://static.tigerbbs.com/f98e28d5b1695429dd1657ecc78f93f5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3582764273979695","authorIdStr":"3582764273979695"},"content":"Ya lor. The waiting time much longer than topping ip fuel. Will be great if they can make all lots like wireless charging pads. This way, charging is done wIthout driver wasting time. ?","text":"Ya lor. The waiting time much longer than topping ip fuel. Will be great if they can make all lots like wireless charging pads. This way, charging is done wIthout driver wasting time. ?","html":"Ya lor. The waiting time much longer than topping ip fuel. Will be great if they can make all lots like wireless charging pads. This way, charging is done wIthout driver wasting time. ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065909001,"gmtCreate":1652137449903,"gmtModify":1676535035323,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"May be good time to buy","listText":"May be good time to buy","text":"May be good time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065909001","repostId":"2234504685","repostType":4,"repost":{"id":"2234504685","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1652137046,"share":"https://ttm.financial/m/news/2234504685?lang=&edition=fundamental","pubTime":"2022-05-10 06:57","market":"us","language":"en","title":"Upstart Stock Plunges 44% after Earnings as Company Cuts Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2234504685","media":"Dow Jones","summary":"Shares of Upstart Holdings Inc. plunged more than 44% in after-hours trading Monday after the compan","content":"<html><head></head><body><p>Shares of Upstart Holdings Inc. plunged more than 44% in after-hours trading Monday after the company cut its forecast for the full year, warning that the current macroeconomic climate is expected to weigh on loan volume.</p><p><img src=\"https://static.tigerbbs.com/f45b30054141d4bccadc7f2cfe8a6611\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>The company, which uses artificial intelligence in lending decisions, now expects 2022 revenue of roughly $1.25 billion. Its prior forecast was for about $1.4 billion in revenue.</p><p>The rise in consumer interest rates means that &#34;on the margin, a whole bunch of people that would have been approved are no longer approved,&#34; Chief Executive Dave Girouard said on Upstart&#39;s earnings call.</p><p>&#34;So there&#39;s a whole bunch of loans that just never happened at all, and there&#39;s a bunch of people that are still approved, but the interest rate is a few percentage points higher, and a certain fraction of them are going to decide that&#39;s not the product that they want,&#34; he said, especially citing the case of discretionary purchases.</p><p>Additionally, Chief Financial Officer Sanjay Datta noted that while delinquencies were &#34;unnaturally low&#34; for about 18 months, the trend has reversed given the absence of government stimulus activity.</p><p>Delinquency dynamics also contribute to higher interest rates quoted to consumers, he said, though Upstart has seen a stabilization in delinquency trends over the past 60 days.</p><p>&#34;Given the general macro uncertainties and the emerging prospects of a recession later this year, we have deemed it prudent to reflect a higher degree of conservatism in our forward expectations,&#34; Datta said on Upstart&#39;s earnings call.</p><p>For the second quarter, Upstart anticipates revenue of $295 million to $305 million, while analysts had been expecting $335 million.</p><p>The bleaker forecast overshadowed better-than-expected results for Upstart&#39;s most recent quarter, as revenue jumped to $310 million from $121 million, while analysts had been expecting $300 million.</p><p>The company generated $314 million in fee revenue, up 170% from a year prior, whereas the FactSet consensus was for $287 million</p><p>Upstart also reported first-quarter net income of $32.7 million, or 34 cents a share, compared with $10.1 million, or 11 cents a share, in the year-earlier period. After adjusting for stock-based compensation and other expenses, Upstart earned 61 cents a share, up from 22 cents a share a year prior and ahead of the FactSet consensus, which was for 53 cents a share.</p><p>&#34;We are actually quite pleased and quite happy with the results,&#34; Girouard said on the earnings call. While he appreciates &#34;that 2022 is a complicated year in the economy,&#34; he emphasized that he&#39;s &#34;exceptionally confident in the strength of the business and is optimistic about our future, as we have been.&#34;</p><p>Shares of Upstart have lost 31% over the past three months as the S&amp;P 500  has fallen 13%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Upstart Stock Plunges 44% after Earnings as Company Cuts Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpstart Stock Plunges 44% after Earnings as Company Cuts Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-10 06:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Upstart Holdings Inc. plunged more than 44% in after-hours trading Monday after the company cut its forecast for the full year, warning that the current macroeconomic climate is expected to weigh on loan volume.</p><p><img src=\"https://static.tigerbbs.com/f45b30054141d4bccadc7f2cfe8a6611\" tg-width=\"841\" tg-height=\"619\" width=\"100%\" height=\"auto\"/></p><p>The company, which uses artificial intelligence in lending decisions, now expects 2022 revenue of roughly $1.25 billion. Its prior forecast was for about $1.4 billion in revenue.</p><p>The rise in consumer interest rates means that &#34;on the margin, a whole bunch of people that would have been approved are no longer approved,&#34; Chief Executive Dave Girouard said on Upstart&#39;s earnings call.</p><p>&#34;So there&#39;s a whole bunch of loans that just never happened at all, and there&#39;s a bunch of people that are still approved, but the interest rate is a few percentage points higher, and a certain fraction of them are going to decide that&#39;s not the product that they want,&#34; he said, especially citing the case of discretionary purchases.</p><p>Additionally, Chief Financial Officer Sanjay Datta noted that while delinquencies were &#34;unnaturally low&#34; for about 18 months, the trend has reversed given the absence of government stimulus activity.</p><p>Delinquency dynamics also contribute to higher interest rates quoted to consumers, he said, though Upstart has seen a stabilization in delinquency trends over the past 60 days.</p><p>&#34;Given the general macro uncertainties and the emerging prospects of a recession later this year, we have deemed it prudent to reflect a higher degree of conservatism in our forward expectations,&#34; Datta said on Upstart&#39;s earnings call.</p><p>For the second quarter, Upstart anticipates revenue of $295 million to $305 million, while analysts had been expecting $335 million.</p><p>The bleaker forecast overshadowed better-than-expected results for Upstart&#39;s most recent quarter, as revenue jumped to $310 million from $121 million, while analysts had been expecting $300 million.</p><p>The company generated $314 million in fee revenue, up 170% from a year prior, whereas the FactSet consensus was for $287 million</p><p>Upstart also reported first-quarter net income of $32.7 million, or 34 cents a share, compared with $10.1 million, or 11 cents a share, in the year-earlier period. After adjusting for stock-based compensation and other expenses, Upstart earned 61 cents a share, up from 22 cents a share a year prior and ahead of the FactSet consensus, which was for 53 cents a share.</p><p>&#34;We are actually quite pleased and quite happy with the results,&#34; Girouard said on the earnings call. While he appreciates &#34;that 2022 is a complicated year in the economy,&#34; he emphasized that he&#39;s &#34;exceptionally confident in the strength of the business and is optimistic about our future, as we have been.&#34;</p><p>Shares of Upstart have lost 31% over the past three months as the S&amp;P 500  has fallen 13%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234504685","content_text":"Shares of Upstart Holdings Inc. plunged more than 44% in after-hours trading Monday after the company cut its forecast for the full year, warning that the current macroeconomic climate is expected to weigh on loan volume.The company, which uses artificial intelligence in lending decisions, now expects 2022 revenue of roughly $1.25 billion. Its prior forecast was for about $1.4 billion in revenue.The rise in consumer interest rates means that \"on the margin, a whole bunch of people that would have been approved are no longer approved,\" Chief Executive Dave Girouard said on Upstart's earnings call.\"So there's a whole bunch of loans that just never happened at all, and there's a bunch of people that are still approved, but the interest rate is a few percentage points higher, and a certain fraction of them are going to decide that's not the product that they want,\" he said, especially citing the case of discretionary purchases.Additionally, Chief Financial Officer Sanjay Datta noted that while delinquencies were \"unnaturally low\" for about 18 months, the trend has reversed given the absence of government stimulus activity.Delinquency dynamics also contribute to higher interest rates quoted to consumers, he said, though Upstart has seen a stabilization in delinquency trends over the past 60 days.\"Given the general macro uncertainties and the emerging prospects of a recession later this year, we have deemed it prudent to reflect a higher degree of conservatism in our forward expectations,\" Datta said on Upstart's earnings call.For the second quarter, Upstart anticipates revenue of $295 million to $305 million, while analysts had been expecting $335 million.The bleaker forecast overshadowed better-than-expected results for Upstart's most recent quarter, as revenue jumped to $310 million from $121 million, while analysts had been expecting $300 million.The company generated $314 million in fee revenue, up 170% from a year prior, whereas the FactSet consensus was for $287 millionUpstart also reported first-quarter net income of $32.7 million, or 34 cents a share, compared with $10.1 million, or 11 cents a share, in the year-earlier period. After adjusting for stock-based compensation and other expenses, Upstart earned 61 cents a share, up from 22 cents a share a year prior and ahead of the FactSet consensus, which was for 53 cents a share.\"We are actually quite pleased and quite happy with the results,\" Girouard said on the earnings call. While he appreciates \"that 2022 is a complicated year in the economy,\" he emphasized that he's \"exceptionally confident in the strength of the business and is optimistic about our future, as we have been.\"Shares of Upstart have lost 31% over the past three months as the S&P 500  has fallen 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092194727,"gmtCreate":1644548069423,"gmtModify":1676533940053,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Still too high.","listText":"Still too high.","text":"Still too high.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092194727","repostId":"2210598518","repostType":4,"repost":{"id":"2210598518","kind":"news","pubTimestamp":1644547874,"share":"https://ttm.financial/m/news/2210598518?lang=&edition=fundamental","pubTime":"2022-02-11 10:51","market":"us","language":"en","title":"Is Nvidia Stock a Buy Ahead of Earnings? This Is What You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2210598518","media":"TipRanks","summary":"Nvidia (NVDA) investors find themselves in uncharted territory in 2022. Despite clawing back some lo","content":"<div>\n<p>Nvidia (NVDA) investors find themselves in uncharted territory in 2022. Despite clawing back some losses recently, the shares sit 11% into the red, and yet to fully recover from January’s bloodbath....</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-nvidia-stock-a-buy-ahead-of-earnings-this-is-what-you-need-to-know/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Stock a Buy Ahead of Earnings? This Is What You Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Stock a Buy Ahead of Earnings? This Is What You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-nvidia-stock-a-buy-ahead-of-earnings-this-is-what-you-need-to-know/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) investors find themselves in uncharted territory in 2022. Despite clawing back some losses recently, the shares sit 11% into the red, and yet to fully recover from January’s bloodbath....</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-nvidia-stock-a-buy-ahead-of-earnings-this-is-what-you-need-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb7f47ff61e4e4f994802c5fd60477f5","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.tipranks.com/news/article/is-nvidia-stock-a-buy-ahead-of-earnings-this-is-what-you-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210598518","content_text":"Nvidia (NVDA) investors find themselves in uncharted territory in 2022. Despite clawing back some losses recently, the shares sit 11% into the red, and yet to fully recover from January’s bloodbath.Investors will be hoping that when the company delivers F4Q22’s (January quarter) report - after the bell on February 16 – Nvidia can once again bring the goods.While Susquehanna’s Christopher Rolland expects the chip giant to do so, he also thinks that as the stock has underperformed the SOX over the past few months (a rare occurrence), expectations might be lowered this time around.“From a high level, we expect another beat-and-raise driven by continued GPU demand and a robust DC environment,” said the 5-star analyst. “However, we don’t yet know the market's reaction to a decelerating 2022 outlook. WFH PC “hangover” also a concern, but DC should rise.”Based on Intel DCG’s display, which boosted by strong Enterprise/Government demand, came in +9.6 pp above expectations and AMD’s “near-perfect scenario,” Rolland thinks that heading into the report the DC environment appears “constructive.” The analyst also thinks the A100 – the company’s all-powerful data center GPU - is now “ramping beyond hyperscalers and into enterprises.”For Nvidia’s main breadwinner, Gaming, Rolland expects “another record quarter” but anticipates the growth to “plateau.” While demand remains robust, and the January quarter should get a boost from a “stronger-than-expected” holiday season, the April quarter’s tough comps will be hard to beat. As the graphics card markup has dropped to “just” ~80% premium to MSRP compared to almost 130% in mid-May, Rolland notes “modest signs of a demand slowdown vs. the ‘white hot peak’ of 2Q21.”“Overall,” the analyst summed up, “We expect strong results and guide from NVIDIA, but note signs of a potential deceleration vs. the white-hot results of 2021’s +60% YOY growth. Interestingly, 2022 could be the year that Datacenter top-line surpasses Gaming’s, though tight and we give the edge to Gaming.”Overall, Rolland believes this is a stock worth holding on to. The analyst rates NVDA shares a Buy, and his $360 price target suggests a solid upside potential of ~38%. Rolland’s objective is only just above the Street’s price target of $353.26. Most analysts are backing Nvidia’s continued success; the stock’s Strong Buy consensus rating is based on 23 Buys vs. 3 Holds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063533720,"gmtCreate":1651489191574,"gmtModify":1676534915128,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Look like a good buy.","listText":"Look like a good buy.","text":"Look like a good buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063533720","repostId":"1104589761","repostType":4,"repost":{"id":"1104589761","kind":"news","pubTimestamp":1651481984,"share":"https://ttm.financial/m/news/1104589761?lang=&edition=fundamental","pubTime":"2022-05-02 16:59","market":"us","language":"en","title":"Why Warren Buffett’s Berkshire Is Buying Activision Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1104589761","media":"tipranks","summary":"Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’","content":"<html><head></head><body><p>Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’s Berkshire Hathaway (BRK.B) conglomerate. Activision agreed to be acquired by Microsoft (MSFT) in an all-cash transaction valuing it at $68.7 billion.</p><p>At Berkshire’s 2022 annual shareholder meeting on April 30, Buffett revealed a stake of about 9.5% in Activision. The investment reflects a bet that the Microsoft-Activision deal will be completed. Activision shares closed at $75.60 on April 29, about 20% below Microsoft’s proposed buyout price of $95 per share. With Activision stock trading at a discount to Microsoft’s buyout offer, Buffett sees an arbitrage opportunity.</p><p>“If the deal goes through, we make some money, and if the deal doesn’t go through, who knows what happens,” CNBC quoted Buffett as telling Berkshire shareholders.</p><h2>When Will the Microsoft-Activision Deal Close?</h2><p>Microsoft expects to close the Activision acquisition by July 2023. The deal needs to obtain regulatory approvals in the U.S., the EU, and other jurisdictions before it can be completed. Buffett told shareholders that he does not know what the regulators will do, but he knows that Microsoft has the money to complete the transaction.</p><p>Microsoft expects the Activision acquisition to bolster its metaverse ambitions. It said that buying Activision would provide it with the metaverse building blocks. Investment bank Citigroup estimates that the metaverse economic opportunity could reach as much as $13 trillion by 2030.</p><h2>Activision Shareholders Give Their Blessing to the Microsoft Deal</h2><p>Activision shareholders voted on April 28 to approve the Microsoft buyout deal. More than 98% of shareholders voted in favor of the transaction. However, Activision’s shares trading below the buyout price indicates that some investors doubt the deal will be completed.</p><h2>Wall Street’s Take</h2><p>The rest of the Street is cautiously optimistic about Activision stock with a Moderate Buy consensus rating based on six Buys versus three Holds. The average Activision Blizzard price target of $95.56 implies 26.4% upside potential to current levels. Shares have increased 12.8% year-to-date.</p><h2>Blogger Opinions</h2><p>TipRanks data shows that financial blogger opinions are 90% Bullish on ATVI, compared to a sector average of 68%.</p><h2>Key Takeaways</h2><p>The arbitrage opportunity in Activision Blizzard looks attractive for investors buying the stock at the current levels. However, even if the merger were to fall through, Activision still has bright prospects, considering that the video gaming industry is expected to continue to grow.</p><p>Discover new investment ideas with data you can trust.</p></body></html>","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Warren Buffett’s Berkshire Is Buying Activision Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Warren Buffett’s Berkshire Is Buying Activision Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/why-warren-buffetts-berkshire-is-buying-activision-shares/><strong>tipranks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’s Berkshire Hathaway (BRK.B) conglomerate. Activision agreed to be acquired by Microsoft (MSFT) in ...</p>\n\n<a href=\"https://www.tipranks.com/news/why-warren-buffetts-berkshire-is-buying-activision-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.tipranks.com/news/why-warren-buffetts-berkshire-is-buying-activision-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104589761","content_text":"Videogame developer Activision Blizzard (ATVI) has become a merger arbitrage bet for Warren Buffett’s Berkshire Hathaway (BRK.B) conglomerate. Activision agreed to be acquired by Microsoft (MSFT) in an all-cash transaction valuing it at $68.7 billion.At Berkshire’s 2022 annual shareholder meeting on April 30, Buffett revealed a stake of about 9.5% in Activision. The investment reflects a bet that the Microsoft-Activision deal will be completed. Activision shares closed at $75.60 on April 29, about 20% below Microsoft’s proposed buyout price of $95 per share. With Activision stock trading at a discount to Microsoft’s buyout offer, Buffett sees an arbitrage opportunity.“If the deal goes through, we make some money, and if the deal doesn’t go through, who knows what happens,” CNBC quoted Buffett as telling Berkshire shareholders.When Will the Microsoft-Activision Deal Close?Microsoft expects to close the Activision acquisition by July 2023. The deal needs to obtain regulatory approvals in the U.S., the EU, and other jurisdictions before it can be completed. Buffett told shareholders that he does not know what the regulators will do, but he knows that Microsoft has the money to complete the transaction.Microsoft expects the Activision acquisition to bolster its metaverse ambitions. It said that buying Activision would provide it with the metaverse building blocks. Investment bank Citigroup estimates that the metaverse economic opportunity could reach as much as $13 trillion by 2030.Activision Shareholders Give Their Blessing to the Microsoft DealActivision shareholders voted on April 28 to approve the Microsoft buyout deal. More than 98% of shareholders voted in favor of the transaction. However, Activision’s shares trading below the buyout price indicates that some investors doubt the deal will be completed.Wall Street’s TakeThe rest of the Street is cautiously optimistic about Activision stock with a Moderate Buy consensus rating based on six Buys versus three Holds. The average Activision Blizzard price target of $95.56 implies 26.4% upside potential to current levels. Shares have increased 12.8% year-to-date.Blogger OpinionsTipRanks data shows that financial blogger opinions are 90% Bullish on ATVI, compared to a sector average of 68%.Key TakeawaysThe arbitrage opportunity in Activision Blizzard looks attractive for investors buying the stock at the current levels. However, even if the merger were to fall through, Activision still has bright prospects, considering that the video gaming industry is expected to continue to grow.Discover new investment ideas with data you can trust.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092194076,"gmtCreate":1644547806672,"gmtModify":1676533940037,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"No wonder the share price suddenly shot up.","listText":"No wonder the share price suddenly shot up.","text":"No wonder the share price suddenly shot up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092194076","repostId":"2210233561","repostType":4,"repost":{"id":"2210233561","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644545875,"share":"https://ttm.financial/m/news/2210233561?lang=&edition=fundamental","pubTime":"2022-02-11 10:17","market":"us","language":"en","title":"MSCI to Add Grab, 20 Stocks to Global Index","url":"https://stock-news.laohu8.com/highlight/detail?id=2210233561","media":"Reuters","summary":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to ","content":"<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MSCI to Add Grab, 20 Stocks to Global Index</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMSCI to Add Grab, 20 Stocks to Global Index\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-11 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.</p><p>Eleven securities will be removed from MSCI&#39;s ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.</p><p>The changes will take effect from market close on Feb. 28.</p><p>MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.</p><p>China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China&#39;s biggest public share offering in a decade.</p><p>Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.</p><p>Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE&#39;s aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.</p><p>The results of MSCI&#39;s next index review will be announced on May 12.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KIM":"金科","BK4112":"金融交易所和数据","MSCI":"MSCI Inc","AER":"Aercap飞机租赁","00941":"中国移动","GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210233561","content_text":"HONG KONG, Feb 10 (Reuters) - MSCI will add Singaporean ride hailer Grab and 20 other securities to its flagship global index in a quarterly review, the equity index compiler said in a statement late Wednesday.Eleven securities will be removed from MSCI's ACWI Index, which tracks stocks from 23 developed markets and 25 emerging markets.The changes will take effect from market close on Feb. 28.MSCI also made changes to several other indexes, including adding China Mobile to its MSCI China A Onshore Index, which tracks large- and mid-cap stocks listed in Shenzhen and Shanghai.China Mobile, which is also listed in Hong Kong, raised $7.64 billion in its Shanghai listing last month, China's biggest public share offering in a decade.Grab debuted on the Nasdaq in December after a $40 billion merger with a special purpose acquisition company.Other additions to the global index include Irish aircraft leasing company AerCap, which last year said it would buy GE's aircraft leasing unit in a $30 billion deal and U.S. Real Estate Investment Trust Kimco Realty Corp.The results of MSCI's next index review will be announced on May 12.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091848089,"gmtCreate":1643845649519,"gmtModify":1676533861985,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Don't think podcast will be a big money spinner.","listText":"Don't think podcast will be a big money spinner.","text":"Don't think podcast will be a big money spinner.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091848089","repostId":"2208364753","repostType":4,"repost":{"id":"2208364753","kind":"news","pubTimestamp":1643843665,"share":"https://ttm.financial/m/news/2208364753?lang=&edition=fundamental","pubTime":"2022-02-03 07:14","market":"us","language":"en","title":"Spotify Stock Sinks on Weaker-Than-Expected First Quarter Subscriber Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2208364753","media":"Reuters","summary":"(Reuters) -Spotify on Wednesday forecast current quarter subscribers lower than Wall Street expectat","content":"<html><head></head><body><p> (Reuters) -Spotify on Wednesday forecast current quarter subscribers lower than Wall Street expectations, sending its shares down 10% in late trading.</p><p><img src=\"https://static.tigerbbs.com/9cc454947fac98397c118046933b9b2c\" tg-width=\"885\" tg-height=\"635\" width=\"100%\" height=\"auto\"/></p><p>The outlook overshadowed fourth-quarter revenue, which came in higher than analysts&#39; estimates, as the music streaming company sold more advertisements and newer services such as podcasts, while recording a healthy 16% increase in paid subscribers for its premium service.</p><p>Total monthly active users rose 18% to a record 406 million.</p><p>The company, however, forecast current-quarter paid subscribers of 183 million, below expectations of 184 million. Revenue is expected to meet estimates of 2.60 billion euros.</p><p>Spotify said it would no longer offer annual guidance on subscribers.</p><p>&#34;While we have not given full year guidance anymore on subscribers ... we don&#39;t expect a material difference in the net additions for either users or subscribers in 2022 relative to 2021,&#34; Chief Financial Officer Paul Vogel told Reuters.</p><p>&#34;So if you look at &#39;21 as a sort of proxy for kind of net additions that 2022 will be good, not materially different.&#34;</p><p>The subscription music streaming service has invested over a $1 billion in the podcasting business, led by marquee exclusive shows such as The Joe Rogan <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a>.</p><p>But the allure of the podcast star also drew condemnation after his show aired controversial views around COVID-19, drawing protests from artists Neil Young and Joni Mitchell.</p><p>Rogan, a popular internet commentator, has since apologized and Spotify said it would start adding content advisories to episodes discussing COVID.</p><p>Chief Executive Officer Daniel Ek said the company already has a &#34;sizable&#34; content moderation team in place. &#34;We have taken action on more than 20,000 podcasts since the start of the pandemic,&#34; Ek told Reuters. &#34;So that tells you something about the scale of this operation. It&#39;s truly a global operation.&#34;</p><p>Spotify said podcast&#39;s share of overall consumption hours on its platform reached an all-time high and it expanded its paid podcast subscriptions in 33 more markets and enabled podcasts for users in Russia, Egypt and Saudi Arabia.</p><p>Premium subscribers, which account for most of the company&#39;s revenue, rose to 180 million, beating analysts&#39; expectations of 179.9 million.</p><p>Quarterly revenue rose to 2.69 billion euros ($3.04 billion) for the quarter from 2.17 billion a year earlier, and above the 2.65 billion euros expected by analysts, according to IBES data from Refinitiv.</p><p>Revenue from users who hear advertisements rose 40% to 394 million euros or 15% of total revenue.</p><p>&#34;Investors largely ignored Spotify&#39;s advertising business during Spotify&#39;s first few years as a public company, with subscriber growth dominating the narrative,&#34; LightShed Partners analyst Richard Greenfield said in a note.</p><p>&#34;As Spotify moved from a music platform to an audio platform (podcasting, live audio, audiobooks), it has unlocked the potential for a robust advertising business that is now too large for investors to ignore.&#34;</p><p>Spotify ventured into podcasts in 2018 with a series of acquisitions to compete with Apple Inc. Since then it has launched a paid subscription platform for podcasters in the U.S., opened it up for advertising, and became the largest podcaster dethroning Apple.</p><p>Unlike the music business, which is largely commoditized and low margin as it pays out a part of the revenue to the rights holders, podcasts engage listeners for hours on end, creating valuable advertising inventory that has underpinned the optimism by Wall Street over its long term future.</p><p>($1 = 0.8843 euros)</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Spotify Stock Sinks on Weaker-Than-Expected First Quarter Subscriber Numbers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpotify Stock Sinks on Weaker-Than-Expected First Quarter Subscriber Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/spotifys-podcast-bet-lures-users-210247073.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Spotify on Wednesday forecast current quarter subscribers lower than Wall Street expectations, sending its shares down 10% in late trading.The outlook overshadowed fourth-quarter revenue, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/spotifys-podcast-bet-lures-users-210247073.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","SPOT":"Spotify Technology S.A.","BK4548":"巴美列捷福持仓"},"source_url":"https://finance.yahoo.com/news/spotifys-podcast-bet-lures-users-210247073.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2208364753","content_text":"(Reuters) -Spotify on Wednesday forecast current quarter subscribers lower than Wall Street expectations, sending its shares down 10% in late trading.The outlook overshadowed fourth-quarter revenue, which came in higher than analysts' estimates, as the music streaming company sold more advertisements and newer services such as podcasts, while recording a healthy 16% increase in paid subscribers for its premium service.Total monthly active users rose 18% to a record 406 million.The company, however, forecast current-quarter paid subscribers of 183 million, below expectations of 184 million. Revenue is expected to meet estimates of 2.60 billion euros.Spotify said it would no longer offer annual guidance on subscribers.\"While we have not given full year guidance anymore on subscribers ... we don't expect a material difference in the net additions for either users or subscribers in 2022 relative to 2021,\" Chief Financial Officer Paul Vogel told Reuters.\"So if you look at '21 as a sort of proxy for kind of net additions that 2022 will be good, not materially different.\"The subscription music streaming service has invested over a $1 billion in the podcasting business, led by marquee exclusive shows such as The Joe Rogan Experience.But the allure of the podcast star also drew condemnation after his show aired controversial views around COVID-19, drawing protests from artists Neil Young and Joni Mitchell.Rogan, a popular internet commentator, has since apologized and Spotify said it would start adding content advisories to episodes discussing COVID.Chief Executive Officer Daniel Ek said the company already has a \"sizable\" content moderation team in place. \"We have taken action on more than 20,000 podcasts since the start of the pandemic,\" Ek told Reuters. \"So that tells you something about the scale of this operation. It's truly a global operation.\"Spotify said podcast's share of overall consumption hours on its platform reached an all-time high and it expanded its paid podcast subscriptions in 33 more markets and enabled podcasts for users in Russia, Egypt and Saudi Arabia.Premium subscribers, which account for most of the company's revenue, rose to 180 million, beating analysts' expectations of 179.9 million.Quarterly revenue rose to 2.69 billion euros ($3.04 billion) for the quarter from 2.17 billion a year earlier, and above the 2.65 billion euros expected by analysts, according to IBES data from Refinitiv.Revenue from users who hear advertisements rose 40% to 394 million euros or 15% of total revenue.\"Investors largely ignored Spotify's advertising business during Spotify's first few years as a public company, with subscriber growth dominating the narrative,\" LightShed Partners analyst Richard Greenfield said in a note.\"As Spotify moved from a music platform to an audio platform (podcasting, live audio, audiobooks), it has unlocked the potential for a robust advertising business that is now too large for investors to ignore.\"Spotify ventured into podcasts in 2018 with a series of acquisitions to compete with Apple Inc. Since then it has launched a paid subscription platform for podcasters in the U.S., opened it up for advertising, and became the largest podcaster dethroning Apple.Unlike the music business, which is largely commoditized and low margin as it pays out a part of the revenue to the rights holders, podcasts engage listeners for hours on end, creating valuable advertising inventory that has underpinned the optimism by Wall Street over its long term future.($1 = 0.8843 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912178060,"gmtCreate":1664782912151,"gmtModify":1676537507658,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5DD.SI\">$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$</a>good stock. Is time to buy.","listText":"<a href=\"https://ttm.financial/S/5DD.SI\">$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$</a>good stock. Is time to buy.","text":"$MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$good stock. Is time to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912178060","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575026812405763","authorId":"3575026812405763","name":"khorsoo","avatar":"https://static.tigerbbs.com/b1eed93c63ec07eabff3f71d1a91125b","crmLevel":4,"crmLevelSwitch":1,"idStr":"3575026812405763","authorIdStr":"3575026812405763"},"content":"yeah good stock. many people don't understand what they do. they build equipment to support manufacture of semiconductors besides doing testing. with US trying to bring back manufacturing of semiconductors there is huge potential for $MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$","text":"yeah good stock. many people don't understand what they do. they build equipment to support manufacture of semiconductors besides doing testing. with US trying to bring back manufacturing of semiconductors there is huge potential for $MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$","html":"yeah good stock. many people don't understand what they do. they build equipment to support manufacture of semiconductors besides doing testing. with US trying to bring back manufacturing of semiconductors there is huge potential for $MICRO-MECHANICS (HOLDINGS) LTD(5DD.SI)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075882120,"gmtCreate":1658186921260,"gmtModify":1676536117270,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Valuation so much different from different analyst.","listText":"Valuation so much different from different analyst.","text":"Valuation so much different from different analyst.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075882120","repostId":"2252232973","repostType":4,"repost":{"id":"2252232973","kind":"highlight","pubTimestamp":1658158558,"share":"https://ttm.financial/m/news/2252232973?lang=&edition=fundamental","pubTime":"2022-07-18 23:35","market":"us","language":"en","title":"Don't Forget, Tesla Has a Big Bitcoin Charge Coming This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2252232973","media":"Barrons","summary":"Tesla has been buffeted by concerns over Elon Musk's battle with Twitter, its high valuation, China'","content":"<html><head></head><body><p>Tesla has been buffeted by concerns over Elon Musk&#39;s battle with Twitter, its high valuation, China&#39;s Covid lockdowns, and the market&#39;s recent disdain for high valuation growth stocks. Now, investors can add bitcoin to that list of woe.</p><p>Barclay&#39;s Brian Johnson said recently that Tesla&#39;s (ticker: TSLA) bitcoin holdings could result in a $460 million hit to second quarter earnings.</p><p>Tesla invested  $1.5 billion in Bitcoin back in January 2021. Bitcoin was north of $30,000 back then. After a few gains and losses, Tesla&#39;s carrying value on the roughly 42,000 coins held was about $1.26 billion at the end of the first quarter of 2022.</p><p>Bitcoin ended the second quarter at $18,731.30, giving the auto maker a loss of roughly $11,270 a coin or $460 million in aggregate.</p><p>When bitcoin falls below its holding value, just like many other assets, companies are required to take a charge. Accounting rules require companies to hold many assets at the lower of the value they purchased them at, or the market value. That is the category bitcoin falls into.</p><p>Tesla investors, of course, know what&#39;s been going on with bitcoin lately so there shouldn&#39;t be any surprise. Still, investors should be ready to see a bigger than usual difference between adjusted earnings and earnings based on generally accepted accounting principles, or GAAP.</p><p>Wall Street currently expects Tesla to report second quarter adjusted earnings per share of about $1.80, down from EPS of $3.20 reported in the first quarter of 2022. Covid lockdowns in China constrained production. Tesla delivered about 255,000 units in the second quarter, down from about 310,000 units in the first quarter.</p><p>Tesla is due to report second quarter numbers on Wednesday, July 20. A conference call will follow the release at 4:30 p.m. eastern time.</p><p>Coming into Monday trading, Tesla stock is down about 32% year to date.</p><p>The bitcoin charge isn&#39;t impacting the stock Monday. Shares are up about 2.1% in premarket trading. Johnson actually took his target price to $380 from $370 a share. He still rates Tesla share Sell. Deutsche Bank analyst Emmanuel Rosner also put a &#34;catalyst call: buy idea&#34; on Tesla stock to start the week.</p><p>That means it&#39;s a timely buy call because he expects the stock to move higher in coming days or weeks. Rosner rates Tesla stock Buy and has a $1,125 price target.</p><p>S&amp;P 500 and Dow Jones Industrial Average futures are both up about 1%.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Forget, Tesla Has a Big Bitcoin Charge Coming This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Forget, Tesla Has a Big Bitcoin Charge Coming This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-bitcoin-charge-crypto-musk-51658148720?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has been buffeted by concerns over Elon Musk's battle with Twitter, its high valuation, China's Covid lockdowns, and the market's recent disdain for high valuation growth stocks. Now, investors ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-bitcoin-charge-crypto-musk-51658148720?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-bitcoin-charge-crypto-musk-51658148720?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252232973","content_text":"Tesla has been buffeted by concerns over Elon Musk's battle with Twitter, its high valuation, China's Covid lockdowns, and the market's recent disdain for high valuation growth stocks. Now, investors can add bitcoin to that list of woe.Barclay's Brian Johnson said recently that Tesla's (ticker: TSLA) bitcoin holdings could result in a $460 million hit to second quarter earnings.Tesla invested  $1.5 billion in Bitcoin back in January 2021. Bitcoin was north of $30,000 back then. After a few gains and losses, Tesla's carrying value on the roughly 42,000 coins held was about $1.26 billion at the end of the first quarter of 2022.Bitcoin ended the second quarter at $18,731.30, giving the auto maker a loss of roughly $11,270 a coin or $460 million in aggregate.When bitcoin falls below its holding value, just like many other assets, companies are required to take a charge. Accounting rules require companies to hold many assets at the lower of the value they purchased them at, or the market value. That is the category bitcoin falls into.Tesla investors, of course, know what's been going on with bitcoin lately so there shouldn't be any surprise. Still, investors should be ready to see a bigger than usual difference between adjusted earnings and earnings based on generally accepted accounting principles, or GAAP.Wall Street currently expects Tesla to report second quarter adjusted earnings per share of about $1.80, down from EPS of $3.20 reported in the first quarter of 2022. Covid lockdowns in China constrained production. Tesla delivered about 255,000 units in the second quarter, down from about 310,000 units in the first quarter.Tesla is due to report second quarter numbers on Wednesday, July 20. A conference call will follow the release at 4:30 p.m. eastern time.Coming into Monday trading, Tesla stock is down about 32% year to date.The bitcoin charge isn't impacting the stock Monday. Shares are up about 2.1% in premarket trading. Johnson actually took his target price to $380 from $370 a share. He still rates Tesla share Sell. Deutsche Bank analyst Emmanuel Rosner also put a \"catalyst call: buy idea\" on Tesla stock to start the week.That means it's a timely buy call because he expects the stock to move higher in coming days or weeks. Rosner rates Tesla stock Buy and has a $1,125 price target.S&P 500 and Dow Jones Industrial Average futures are both up about 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091847958,"gmtCreate":1643846120734,"gmtModify":1676533862121,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Should have invested earlier.","listText":"Should have invested earlier.","text":"Should have invested earlier.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091847958","repostId":"1148099483","repostType":4,"repost":{"id":"1148099483","kind":"news","pubTimestamp":1643845161,"share":"https://ttm.financial/m/news/1148099483?lang=&edition=fundamental","pubTime":"2022-02-03 07:39","market":"us","language":"en","title":"If You Invested $1,000 In Google Stock After Last Stock Split, Here's How Much You'd Have Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1148099483","media":"Benzinga","summary":"A leading technology company is making headlines Wednesday after announcing quarterly earnings and a","content":"<html><head></head><body><p>A leading technology company is making headlines Wednesday after announcing quarterly earnings and announcing a stock split. Here’s how its last stock split paid off for investors.</p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> announced fourth-quarter revenue of $75.3 billion, up 32% year-over-year. The total came in ahead of a consensus estimate of $72.1 billion. The company also beat estimates for quarterly earnings per share with a total of $30.69 EPS. Search revenue hit $43.3 billion in the fourth quarter along with YouTube advertising revenue, which hit $8.6 billion.</p><p>The strong results from Alphabet led to shares to go higher in the after-hours trading session Tuesday.</p><p><b>Another reason for investor excitement was likely the announcement by the company of a stock split.</b></p><p>Alphabet announced it would do a 20-for-1 stock split, paid out as a one-time special stock dividend for Class A, Class B and Class C shares of the company.</p><p>If the stock split is approved, it will be effective with a record date of close of business on July 1, 2022. The dividend will be payable at the close of business on July 15, 2022.</p><p><b>The 2014 Stock Split:</b> The lastsplitdone by Alphabet was back in 2014 and is noted as one of the most controversial stock splits of the time.</p><p><b>Alphabet announced a stock split in 2012, but instead of a traditional stock split that awards additional shares of the same stock, the split was set to create a new class of shares.</b></p><p>The new class of shares (Class C) came with no voting power, something that led to a lawsuit by shareholders. The lawsuit was settled in 2013 with provisions put in place to reward shareholders if the gap between the value of Class A and Class C shares became too large.</p><p>On March 27, 2014, Alphabet split its shares with every shareholder getting a share of Class C for each Class A share they owned.</p><p><b>Share Performance:</b> Shares of GOOG (Class C) traded at a price of $566.44 on March 27, 2014, after the split took place.</p><p><b>A $1,000 investment at the time of the split could have purchased 1.77 shares of GOOG. The $1,000 investment would be worth $5,196.10 today based on a price of $2,935.65 at the time of writing.</b></p><p>Investors who bought shares of GOOG at the time of the last Google stock split have enjoyed a return of 420%, or around 52.5% annually for the past eight years.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Invested $1,000 In Google Stock After Last Stock Split, Here's How Much You'd Have Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIf You Invested $1,000 In Google Stock After Last Stock Split, Here's How Much You'd Have Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/02/25372028/if-you-invested-1-000-in-google-stock-after-last-stock-split-heres-how-much-youd-have-now><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A leading technology company is making headlines Wednesday after announcing quarterly earnings and announcing a stock split. Here’s how its last stock split paid off for investors.Alphabet announced ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/02/25372028/if-you-invested-1-000-in-google-stock-after-last-stock-split-heres-how-much-youd-have-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.benzinga.com/news/22/02/25372028/if-you-invested-1-000-in-google-stock-after-last-stock-split-heres-how-much-youd-have-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148099483","content_text":"A leading technology company is making headlines Wednesday after announcing quarterly earnings and announcing a stock split. Here’s how its last stock split paid off for investors.Alphabet announced fourth-quarter revenue of $75.3 billion, up 32% year-over-year. The total came in ahead of a consensus estimate of $72.1 billion. The company also beat estimates for quarterly earnings per share with a total of $30.69 EPS. Search revenue hit $43.3 billion in the fourth quarter along with YouTube advertising revenue, which hit $8.6 billion.The strong results from Alphabet led to shares to go higher in the after-hours trading session Tuesday.Another reason for investor excitement was likely the announcement by the company of a stock split.Alphabet announced it would do a 20-for-1 stock split, paid out as a one-time special stock dividend for Class A, Class B and Class C shares of the company.If the stock split is approved, it will be effective with a record date of close of business on July 1, 2022. The dividend will be payable at the close of business on July 15, 2022.The 2014 Stock Split: The lastsplitdone by Alphabet was back in 2014 and is noted as one of the most controversial stock splits of the time.Alphabet announced a stock split in 2012, but instead of a traditional stock split that awards additional shares of the same stock, the split was set to create a new class of shares.The new class of shares (Class C) came with no voting power, something that led to a lawsuit by shareholders. The lawsuit was settled in 2013 with provisions put in place to reward shareholders if the gap between the value of Class A and Class C shares became too large.On March 27, 2014, Alphabet split its shares with every shareholder getting a share of Class C for each Class A share they owned.Share Performance: Shares of GOOG (Class C) traded at a price of $566.44 on March 27, 2014, after the split took place.A $1,000 investment at the time of the split could have purchased 1.77 shares of GOOG. The $1,000 investment would be worth $5,196.10 today based on a price of $2,935.65 at the time of writing.Investors who bought shares of GOOG at the time of the last Google stock split have enjoyed a return of 420%, or around 52.5% annually for the past eight years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935142627,"gmtCreate":1663055168070,"gmtModify":1676537192652,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Going a full circle.","listText":"Going a full circle.","text":"Going a full circle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935142627","repostId":"2267432025","repostType":4,"repost":{"id":"2267432025","kind":"highlight","pubTimestamp":1663051806,"share":"https://ttm.financial/m/news/2267432025?lang=&edition=fundamental","pubTime":"2022-09-13 14:50","market":"us","language":"en","title":"Netflix Considers Ditching a Key Feature","url":"https://stock-news.laohu8.com/highlight/detail?id=2267432025","media":"TheStreet","summary":"Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental ","content":"<html><head></head><body><p>Netflix spent the ‘10s as a unicorn.</p><p>After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been the same since.</p><p>Eventually, television fans got used to watching entire seasons of shows, both new and comfort classics like “Parks And Recreation,” in one sitting, and the company made aggressive moves to develop its own library of television shows and films, as it became well-aware it wouldn’t have access to catalog shows like “The Office” and “Friends” forever.</p><p>For a while, it seemed like Netflix  (<b>NFLX</b>)  couldn’t stop growing. It also seemed like it couldn’t stop spending money on content.</p><p>Sometimes, that content was visionary films like “The Irishman,” or era-defining hits like “Stranger Things.” And a lot of the time, that content was… just kind of there, neither great nor terrible, just something the streamer put up so you won’t notice that now HBO Max  (<b>WBD</b>)  has “Friends” and all the Batman films.</p><p>The problem is that quantity is no substitute for quality, and eventually the sheer glut of Netflix made people begin to tune out, just as other companies began aggressively entering the streaming market.</p><p>Nothing lasts forever, and Unicorns don’t really exist. Netflix had a great run as the king of streaming, and it still boasts the most worldwide subscribers at 220.67 million, even if Disney  (<b>DIS</b>)  expects that its streaming service Disney+ will take the title by the middle of this decade.</p><p>After hitting what may not come to be viewed as its natural ceiling of subscriber numbers during the pandemic, Netflix has begun losing subscribers this year, and it has laid off 450 employees this year while seeing its stock value tumble.</p><p>In response, the once invincible, and arguably inflexible, streaming giant has begun signaling that maybe it needs to rethink a few things, including, perhaps, one of its defining features.</p><h2>Netflix Contemplates Dumping This</h2><p>Netflix co-founder Reed Hastings is considering moving away from its standard model of releasing new seasons of television all at once, as revealed in a profile by Puck News.</p><p>That model has more or less been Netflix’s standard move since it first began making its own television programs in 2012 with the show “Lilyhammer,” and really began getting noticed with “Orange is the New Black,” and “House of Cards” in 2013.</p><p>When rival streaming services began chasing Netflix’s audience, they tried different approaches. Disney generally sticks to a weekly drop schedule for its Star Wars shows like “The Mandalorian” or its Marvel shows like “Moon Knight.”</p><p>Hulu tends to premiere new seasons of popular seasons of popular shows like “The Handmaid&#39;s Tale” by releasing a few episodes at once, and then switching back to a week-to-week model.  while Amazon recently shifted strategies for its Emmy-winning drama “The Marvelous Mrs. Maisel,” which used to drop all at once, but this year released two episodes a week. (Though both companies have still used the all-at-once model occasionally, mainly for smaller-scale dramas like “The Bear” and “As We See It.”)</p><p>The argument that many critics had against the all-at-once drop is that subscribers might watch an entire season in a week, and then will stop talking about it, which means a drastic decline in all-important social media and critical chatter.</p><p>Every streaming service lives in fear of subscriber churn, which is the practice of canceling a plan once you’ve watched the entire season of whatever show you signed up for, only to switch to a different service in the next month. In theory, stringing along a TV show over several months could potentially reduce churn. Earlier this summer, Netflix split its highly anticipated new season of “Stranger Things,” into two parts, though that was partly, it seems, as a way to goose ratings.</p><p>The profile notes that  “Netflix says there’s no hard evidence that week-to-week episodes reduce subscriber churn, but the Netflix churn rate has been inching higher, and it is now the only streamer with a default all-at-once strategy,” and is now considering switching up its approach.</p><h2>Netflix Has Been Doing a Lot Of Rethinking Lately</h2><p>Possibly moving away from its all-at-once strategy isn’t the once-unthinkable change Netflix has signaled that it’s open to, as it finds out ways to adapt to the new streaming marketplace.</p><p>After spending the second half of the ‘10s in a spending war to become the first streaming service with an Oscar-winning film, only to lose to Apple’s “<a href=\"https://laohu8.com/S/COD.AU\">Coda</a>,” this year, the company has indicated it will be much more selective with the films it spends money on, as the days of blank checks to auteurs is at an end.</p><p>And after years of insisting that Netflix will never accept advertising, as a way to both drive revenue and offer an ad-supported, cheaper tier, Netflix has now indicated it is in the planning stages of offering such a plan, though plenty of details, such as the exact price or the launching date, are still unknown.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Considers Ditching a Key Feature</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Considers Ditching a Key Feature\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been ...</p>\n\n<a href=\"https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","NFLX":"奈飞","BK4527":"明星科技股","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念"},"source_url":"https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267432025","content_text":"Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been the same since.Eventually, television fans got used to watching entire seasons of shows, both new and comfort classics like “Parks And Recreation,” in one sitting, and the company made aggressive moves to develop its own library of television shows and films, as it became well-aware it wouldn’t have access to catalog shows like “The Office” and “Friends” forever.For a while, it seemed like Netflix  (NFLX)  couldn’t stop growing. It also seemed like it couldn’t stop spending money on content.Sometimes, that content was visionary films like “The Irishman,” or era-defining hits like “Stranger Things.” And a lot of the time, that content was… just kind of there, neither great nor terrible, just something the streamer put up so you won’t notice that now HBO Max  (WBD)  has “Friends” and all the Batman films.The problem is that quantity is no substitute for quality, and eventually the sheer glut of Netflix made people begin to tune out, just as other companies began aggressively entering the streaming market.Nothing lasts forever, and Unicorns don’t really exist. Netflix had a great run as the king of streaming, and it still boasts the most worldwide subscribers at 220.67 million, even if Disney  (DIS)  expects that its streaming service Disney+ will take the title by the middle of this decade.After hitting what may not come to be viewed as its natural ceiling of subscriber numbers during the pandemic, Netflix has begun losing subscribers this year, and it has laid off 450 employees this year while seeing its stock value tumble.In response, the once invincible, and arguably inflexible, streaming giant has begun signaling that maybe it needs to rethink a few things, including, perhaps, one of its defining features.Netflix Contemplates Dumping ThisNetflix co-founder Reed Hastings is considering moving away from its standard model of releasing new seasons of television all at once, as revealed in a profile by Puck News.That model has more or less been Netflix’s standard move since it first began making its own television programs in 2012 with the show “Lilyhammer,” and really began getting noticed with “Orange is the New Black,” and “House of Cards” in 2013.When rival streaming services began chasing Netflix’s audience, they tried different approaches. Disney generally sticks to a weekly drop schedule for its Star Wars shows like “The Mandalorian” or its Marvel shows like “Moon Knight.”Hulu tends to premiere new seasons of popular seasons of popular shows like “The Handmaid's Tale” by releasing a few episodes at once, and then switching back to a week-to-week model.  while Amazon recently shifted strategies for its Emmy-winning drama “The Marvelous Mrs. Maisel,” which used to drop all at once, but this year released two episodes a week. (Though both companies have still used the all-at-once model occasionally, mainly for smaller-scale dramas like “The Bear” and “As We See It.”)The argument that many critics had against the all-at-once drop is that subscribers might watch an entire season in a week, and then will stop talking about it, which means a drastic decline in all-important social media and critical chatter.Every streaming service lives in fear of subscriber churn, which is the practice of canceling a plan once you’ve watched the entire season of whatever show you signed up for, only to switch to a different service in the next month. In theory, stringing along a TV show over several months could potentially reduce churn. Earlier this summer, Netflix split its highly anticipated new season of “Stranger Things,” into two parts, though that was partly, it seems, as a way to goose ratings.The profile notes that  “Netflix says there’s no hard evidence that week-to-week episodes reduce subscriber churn, but the Netflix churn rate has been inching higher, and it is now the only streamer with a default all-at-once strategy,” and is now considering switching up its approach.Netflix Has Been Doing a Lot Of Rethinking LatelyPossibly moving away from its all-at-once strategy isn’t the once-unthinkable change Netflix has signaled that it’s open to, as it finds out ways to adapt to the new streaming marketplace.After spending the second half of the ‘10s in a spending war to become the first streaming service with an Oscar-winning film, only to lose to Apple’s “Coda,” this year, the company has indicated it will be much more selective with the films it spends money on, as the days of blank checks to auteurs is at an end.And after years of insisting that Netflix will never accept advertising, as a way to both drive revenue and offer an ad-supported, cheaper tier, Netflix has now indicated it is in the planning stages of offering such a plan, though plenty of details, such as the exact price or the launching date, are still unknown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088236010,"gmtCreate":1650346030818,"gmtModify":1676534702297,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Good potential stock but volatile in the short term.","listText":"Good potential stock but volatile in the short term.","text":"Good potential stock but volatile in the short term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088236010","repostId":"1182712708","repostType":4,"repost":{"id":"1182712708","kind":"news","pubTimestamp":1650331094,"share":"https://ttm.financial/m/news/1182712708?lang=&edition=fundamental","pubTime":"2022-04-19 09:18","market":"us","language":"en","title":"It’s Risky to Not Own Shares of SoFi Technologies","url":"https://stock-news.laohu8.com/highlight/detail?id=1182712708","media":"investorplace","summary":"Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regard","content":"<html><head></head><body><p>Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regardless of whether or not you’re a sports fan, SOFI stock is a compelling buy for growth stock bulls looking for a long-term win.</p><p>In the midst of bearish inflationary data, spiking treasury yields and a mixed start to earnings season, stiffer, broad-based losses on Wall Street haven’t been lost on SOFI stock. Geopolitical tensions and a Covid-19 resurgence have contributed as well.</p><p>Shares of the fintech firm lost more than 27% over the past two weeks. Even worse, the price action has also taken out its March bear-market low of $7.74 per share. Today saw more of the same with SOFI stock off another 3%.</p><p>Today though, let’s review what’s going well and what’s not in SoFi stock, and why a bearish sacking still offers a buying opportunity.</p><h2>SoFi Technologies Has the Goods</h2><p>There are SOFI bulls, and then there’s InvestorPlace’s Luke Lango. He has been bullish on SoFi’s future, going so far as to call SOFI stock “the Amazon of Finance.” That would be huge given the reach of the tech giant as well as today’s mid-cap $6.6 billion valuation versus Amazon’s (NASDAQ:AMZN) $1.5 trillion value.</p><p>The thesis is that much like Amazon’s original book business, SoFi Technologies is so much more than its initial student loan business, which has been challenged by a prolonged student loan moratorium put in place at the onset of Covid-19. And there’s definitely something to SOFI stock being more than a one-product pony.</p><p>SoFi has turned itself into a digital-first ecosystem of services and products that has continued to grow smartly. In fact, in 2021, SOFI stock saw revenue climb nearly 73% year-over-year.</p><p>It doesn’t stop there either. SoFi is further building on that reach this year with its long-awaited banking charter approved in January. There’s also its more recent Technisys acquisition, which will allow SoFi to offer multiple standardized and fully-customizable fintech products.</p><p>Toss in a recent seal of approval for CEO Anthony Noto from CNBC’s Jim Cramer as shares fetched roughly $8 a share, and today’s $7 SOFI stock looks like a growth-at-a-discount opportunity.</p><h2>SOFI Stock Less-Than-Perfect Other Truths</h2><p>It’s not just the student loan moratorium that bearish or less enthusiastic SOFI stock investors have been betting against. But on the back of the student loan payment pause extension this past week, management did have to acknowledge its impact. The company reduced its fiscal 2022 revenue outlook from $1.57 billion to $1.47 billion, narrowly below Street estimates of $1.5 billion.</p><p>SOFI’s bears can point out other challenges too. From competition and rising customer acquisition costs to a shakier home loan business amid ramping up mortgage rates, SOFI stock remains a growth play with other less-than-perfect truths. That includes a lack of profitability and negative cash flow.</p><p>Then there’s the SoFi price chart. In the near-term, it may be too soon to expect the fintech’s cheer section to beat back bearish short-interest of 14% and the stock’s days-to-cover ratio of 2.</p><p>Today, shares of SOFI sport a weak-looking Bollinger band structure and bearish stochastics crossover. Coupled with a questionable market environment and a weekly candlestick hinting of a reversal pattern, bullish buyers should expect more pain before seeing long-term gains in SOFI stock.</p><h2>The SOFI Stock Takeaway</h2><p>Not only has the fallout been tough for SoFi the past couple weeks, but it’s also been challenging for all of the company’s long-term stockholders.</p><p>An investor that bought SoFi shares at their all-time-high of $28.26 back in February 2021 is sitting on an open loss of 75%. The good news is that AMZN stock lost upwards of 90% back in the dot-com era before becoming something slightly more important globally.</p><p>Net, I’m a buyer of SOFI in an obviously uncertain market. But I’m more pragmatic about the stock’s trillion-dollar potential — as well as its ability to make a more vomit-inducing decline — if Amazon’s storied past and SOFI’s price chart are any indicators.</p><p>Bottom-line, should today’s starter purchase somehow make bottom-picking appear easy, don’t be quick to take profits. Refer back to SOFI’s price chart and the market for reasons to add strength rather than rely too heavily on much trickier Amazon parallels.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s Risky to Not Own Shares of SoFi Technologies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt’s Risky to Not Own Shares of SoFi Technologies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/its-risky-to-not-own-shares-of-sofi-technologies/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regardless of whether or not you’re a sports fan, SOFI stock is a compelling buy for growth stock bulls ...</p>\n\n<a href=\"https://investorplace.com/2022/04/its-risky-to-not-own-shares-of-sofi-technologies/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2022/04/its-risky-to-not-own-shares-of-sofi-technologies/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182712708","content_text":"Stadium rights have made SoFi Technologies (NASDAQ:SOFI) a fixture in Los Angeles. But today, regardless of whether or not you’re a sports fan, SOFI stock is a compelling buy for growth stock bulls looking for a long-term win.In the midst of bearish inflationary data, spiking treasury yields and a mixed start to earnings season, stiffer, broad-based losses on Wall Street haven’t been lost on SOFI stock. Geopolitical tensions and a Covid-19 resurgence have contributed as well.Shares of the fintech firm lost more than 27% over the past two weeks. Even worse, the price action has also taken out its March bear-market low of $7.74 per share. Today saw more of the same with SOFI stock off another 3%.Today though, let’s review what’s going well and what’s not in SoFi stock, and why a bearish sacking still offers a buying opportunity.SoFi Technologies Has the GoodsThere are SOFI bulls, and then there’s InvestorPlace’s Luke Lango. He has been bullish on SoFi’s future, going so far as to call SOFI stock “the Amazon of Finance.” That would be huge given the reach of the tech giant as well as today’s mid-cap $6.6 billion valuation versus Amazon’s (NASDAQ:AMZN) $1.5 trillion value.The thesis is that much like Amazon’s original book business, SoFi Technologies is so much more than its initial student loan business, which has been challenged by a prolonged student loan moratorium put in place at the onset of Covid-19. And there’s definitely something to SOFI stock being more than a one-product pony.SoFi has turned itself into a digital-first ecosystem of services and products that has continued to grow smartly. In fact, in 2021, SOFI stock saw revenue climb nearly 73% year-over-year.It doesn’t stop there either. SoFi is further building on that reach this year with its long-awaited banking charter approved in January. There’s also its more recent Technisys acquisition, which will allow SoFi to offer multiple standardized and fully-customizable fintech products.Toss in a recent seal of approval for CEO Anthony Noto from CNBC’s Jim Cramer as shares fetched roughly $8 a share, and today’s $7 SOFI stock looks like a growth-at-a-discount opportunity.SOFI Stock Less-Than-Perfect Other TruthsIt’s not just the student loan moratorium that bearish or less enthusiastic SOFI stock investors have been betting against. But on the back of the student loan payment pause extension this past week, management did have to acknowledge its impact. The company reduced its fiscal 2022 revenue outlook from $1.57 billion to $1.47 billion, narrowly below Street estimates of $1.5 billion.SOFI’s bears can point out other challenges too. From competition and rising customer acquisition costs to a shakier home loan business amid ramping up mortgage rates, SOFI stock remains a growth play with other less-than-perfect truths. That includes a lack of profitability and negative cash flow.Then there’s the SoFi price chart. In the near-term, it may be too soon to expect the fintech’s cheer section to beat back bearish short-interest of 14% and the stock’s days-to-cover ratio of 2.Today, shares of SOFI sport a weak-looking Bollinger band structure and bearish stochastics crossover. Coupled with a questionable market environment and a weekly candlestick hinting of a reversal pattern, bullish buyers should expect more pain before seeing long-term gains in SOFI stock.The SOFI Stock TakeawayNot only has the fallout been tough for SoFi the past couple weeks, but it’s also been challenging for all of the company’s long-term stockholders.An investor that bought SoFi shares at their all-time-high of $28.26 back in February 2021 is sitting on an open loss of 75%. The good news is that AMZN stock lost upwards of 90% back in the dot-com era before becoming something slightly more important globally.Net, I’m a buyer of SOFI in an obviously uncertain market. But I’m more pragmatic about the stock’s trillion-dollar potential — as well as its ability to make a more vomit-inducing decline — if Amazon’s storied past and SOFI’s price chart are any indicators.Bottom-line, should today’s starter purchase somehow make bottom-picking appear easy, don’t be quick to take profits. Refer back to SOFI’s price chart and the market for reasons to add strength rather than rely too heavily on much trickier Amazon parallels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098697922,"gmtCreate":1644111887511,"gmtModify":1676533890617,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Alphabet has other investments not considered yet. Many of them have good potential for growth.","listText":"Alphabet has other investments not considered yet. Many of them have good potential for growth.","text":"Alphabet has other investments not considered yet. Many of them have good potential for growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098697922","repostId":"2209479633","repostType":4,"repost":{"id":"2209479633","kind":"highlight","pubTimestamp":1644107801,"share":"https://ttm.financial/m/news/2209479633?lang=&edition=fundamental","pubTime":"2022-02-06 08:36","market":"us","language":"en","title":"3 Reasons to Buy Alphabet Stock Before Its Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2209479633","media":"Motley Fool","summary":"This cash-generating king has more than one trick up its sleeve.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Companies that split stocks tend to perform well over the short run.</li><li>Alphabet has several business segments that are beginning to heat up.</li><li>The amount of cash Alphabet generates and has on its balance sheet is reason enough to invest.</li></ul><p><b>Alphabet </b>(NASDAQ:GOOG) has proven quarter after quarter why it is one of the best businesses on Earth. The Google search engine, YouTube, and Google Cloud parent company has a nearly $2 trillion market cap, making it the third-largest company in the U.S.</p><p>During its fourth-quarter earnings report issued on Feb. 1, Alphabet announced an astounding $75 billion in revenue for the quarter and $257 billion for the entire year. These mind-boggling numbers become even crazier when the 32% quarterly and 41% annual year-over-year growth rates are accounted for.</p><p>Still, these fantastic results were overshadowed by management&#39;s announcement to split the stock 20-for-one. The nearly $3000 stock will begin trading for around $150 after the Fourth of July holiday in 2022. While a stock split does not affect the business, stocks often do well after announcing a split -- just look at <b>Tesla</b>&#39;s and <b>Apple</b>&#39;s performances during August 2020 after each company announced a split.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/668d83a52f9c8d977f6770a0cb627e0d\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>TSLA data by YCharts. (Tesla announced its split on Aug. 11, and Apple during its earnings.)</span></p><p>Despite this potential catalyst, I believe there are three stronger reasons investors should consider buying shares now.</p><h2>1. Cash stockpiles and generation</h2><p>As of Dec. 31, 2021, Alphabet had a jaw-dropping $139.6 billion in cash and marketable securities on its balance sheet and a mere $14.9 billion in debt. Having a war chest sitting around enables Alphabet to purchase whatever it wants. During its Q4 conference call, CEO Sundar Pichai mentioned looking into a blockchain solution for Web3 (which could fuel the metaverse). Alphabet may go shopping for a company to fulfill this desire -- and can make it happen with its resources.</p><p>Should Alphabet blow even half its cash on an acquisition, investors shouldn&#39;t fear; Alphabet will just generate more next year. Throughout 2021, Alphabet converted $67 billion of its $257 billion in revenue into free cash flow. If it doesn&#39;t spend its money on acquisitions, management may repurchase more stock -- they repurchased $50 billion throughout 2021. Regardless of what management decides, Alphabet&#39;s cash hoard and generation make it a fantastic investment.</p><h2>2. The sun is starting to shine through Google&#39;s Cloud</h2><p>In the battle for cloud computing supremacy, Google has not overcome <b>Amazon</b> Web Services&#39; and <b>Microsoft</b> Azure&#39;s leads. However, Google Cloud is far from a lackluster segment. During Q4, its quarterly revenue grew 45% year over year to $5.5 billion and increased at a 47% clip throughout 2021. While Google Cloud still lost $890 million, much can be attributed to costs associated with expanding server infrastructure -- showing Alphabet hasn&#39;t given up on its cloud offering.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50428679d24a6a4fb9171a7372b727c9\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Although Google Cloud may never overtake Azure or AWS, the deals Alphabet saw during Q4 should give investors hope. Management cited &#34;backlog increasing 70% to $51 billion most of which can be attributed to Google Cloud&#34; during its Q4 conference call. Additionally, it saw 80% growth in deal volume and a 65% increase in deals over $1 billion. Google Cloud is picking up steam, and investors should consider owning Alphabet&#39;s stock because of it.</p><h2>3. Google and YouTube are category leaders</h2><p>Alphabet owns two businesses with an insane market share in their respective categories.</p><table border=\"1\"><tbody><tr><th>Segment</th><th>Market Share</th></tr><tr><td>Google Search Engine</td><td>86%</td></tr><tr><td>YouTube</td><td>76%</td></tr></tbody></table><p>Data source: Statista and Datanyze.</p><p>Because of their dominance, advertisers spend heavily on these platforms.</p><table border=\"1\"><tbody><tr><th>Segment</th><th>Q4 2021 Revenue</th><th>YOY Growth</th></tr><tr><td>Google Search</td><td>$43.3 Billion</td><td>36%</td></tr><tr><td>YouTube Ads</td><td>$8.6 Billion</td><td>25%</td></tr></tbody></table><p>Source: Alphabet. YOY stands for (year over year).</p><p>Altogether, Alphabet&#39;s advertising segment brought in $61.2 billion and grew 33% with its Google Network division added in. These numbers lap 2020 COVID-suppressed revenue, and growth numbers will not be as impressive throughout 2022. But, advertising is not going away anytime soon.</p><p>Combined with its &#34;Google other&#34; segment, its services division ran at a 37% operating margin and remained the only profitable segment within Alphabet. Advertisements keep the lights on at Alphabet headquarters, and with two premium advertisement platforms, investors should be confident in these two segments&#39; futures.</p><p>Alphabet is trading at an attractive 26 times earnings -- not too shabby for a company with 32% revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2e31e42eb5f0be47549ec1c5c62701\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>GOOG PE Ratio data by YCharts.</span></p><p>The stock isn&#39;t anywhere near its valuation peak, even though it is close to setting all-time highs. And that should ease fears about buying a stock with inflated valuations, as 26 times earnings is nowhere near expensive for the company.</p><p>Alphabet is a strong buy regardless of which way investors view the stock. Those who hold onto the stock for three to five years will reap the benefits of a stock split, potential stock buybacks, an acquisition or two, and a lot of cash generated. Alphabet is a no-brainer stock. Even though it is near its all-time high, investors of all backgrounds could find a place for Alphabet in their portfolios.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy Alphabet Stock Before Its Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Buy Alphabet Stock Before Its Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 08:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/05/3-reasons-to-buy-alphabet-stock-before-its-stock-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsCompanies that split stocks tend to perform well over the short run.Alphabet has several business segments that are beginning to heat up.The amount of cash Alphabet generates and has on its ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/05/3-reasons-to-buy-alphabet-stock-before-its-stock-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4525":"远程办公概念","BK4514":"搜索引擎","BK4538":"云计算","GOOG":"谷歌","BK4507":"流媒体概念","BK4561":"索罗斯持仓","BK4077":"互动媒体与服务","BK4559":"巴菲特持仓","BK4503":"景林资产持仓","GOOGL":"谷歌A","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/02/05/3-reasons-to-buy-alphabet-stock-before-its-stock-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209479633","content_text":"Key PointsCompanies that split stocks tend to perform well over the short run.Alphabet has several business segments that are beginning to heat up.The amount of cash Alphabet generates and has on its balance sheet is reason enough to invest.Alphabet (NASDAQ:GOOG) has proven quarter after quarter why it is one of the best businesses on Earth. The Google search engine, YouTube, and Google Cloud parent company has a nearly $2 trillion market cap, making it the third-largest company in the U.S.During its fourth-quarter earnings report issued on Feb. 1, Alphabet announced an astounding $75 billion in revenue for the quarter and $257 billion for the entire year. These mind-boggling numbers become even crazier when the 32% quarterly and 41% annual year-over-year growth rates are accounted for.Still, these fantastic results were overshadowed by management's announcement to split the stock 20-for-one. The nearly $3000 stock will begin trading for around $150 after the Fourth of July holiday in 2022. While a stock split does not affect the business, stocks often do well after announcing a split -- just look at Tesla's and Apple's performances during August 2020 after each company announced a split.TSLA data by YCharts. (Tesla announced its split on Aug. 11, and Apple during its earnings.)Despite this potential catalyst, I believe there are three stronger reasons investors should consider buying shares now.1. Cash stockpiles and generationAs of Dec. 31, 2021, Alphabet had a jaw-dropping $139.6 billion in cash and marketable securities on its balance sheet and a mere $14.9 billion in debt. Having a war chest sitting around enables Alphabet to purchase whatever it wants. During its Q4 conference call, CEO Sundar Pichai mentioned looking into a blockchain solution for Web3 (which could fuel the metaverse). Alphabet may go shopping for a company to fulfill this desire -- and can make it happen with its resources.Should Alphabet blow even half its cash on an acquisition, investors shouldn't fear; Alphabet will just generate more next year. Throughout 2021, Alphabet converted $67 billion of its $257 billion in revenue into free cash flow. If it doesn't spend its money on acquisitions, management may repurchase more stock -- they repurchased $50 billion throughout 2021. Regardless of what management decides, Alphabet's cash hoard and generation make it a fantastic investment.2. The sun is starting to shine through Google's CloudIn the battle for cloud computing supremacy, Google has not overcome Amazon Web Services' and Microsoft Azure's leads. However, Google Cloud is far from a lackluster segment. During Q4, its quarterly revenue grew 45% year over year to $5.5 billion and increased at a 47% clip throughout 2021. While Google Cloud still lost $890 million, much can be attributed to costs associated with expanding server infrastructure -- showing Alphabet hasn't given up on its cloud offering.Image source: Getty Images.Although Google Cloud may never overtake Azure or AWS, the deals Alphabet saw during Q4 should give investors hope. Management cited \"backlog increasing 70% to $51 billion most of which can be attributed to Google Cloud\" during its Q4 conference call. Additionally, it saw 80% growth in deal volume and a 65% increase in deals over $1 billion. Google Cloud is picking up steam, and investors should consider owning Alphabet's stock because of it.3. Google and YouTube are category leadersAlphabet owns two businesses with an insane market share in their respective categories.SegmentMarket ShareGoogle Search Engine86%YouTube76%Data source: Statista and Datanyze.Because of their dominance, advertisers spend heavily on these platforms.SegmentQ4 2021 RevenueYOY GrowthGoogle Search$43.3 Billion36%YouTube Ads$8.6 Billion25%Source: Alphabet. YOY stands for (year over year).Altogether, Alphabet's advertising segment brought in $61.2 billion and grew 33% with its Google Network division added in. These numbers lap 2020 COVID-suppressed revenue, and growth numbers will not be as impressive throughout 2022. But, advertising is not going away anytime soon.Combined with its \"Google other\" segment, its services division ran at a 37% operating margin and remained the only profitable segment within Alphabet. Advertisements keep the lights on at Alphabet headquarters, and with two premium advertisement platforms, investors should be confident in these two segments' futures.Alphabet is trading at an attractive 26 times earnings -- not too shabby for a company with 32% revenue growth.GOOG PE Ratio data by YCharts.The stock isn't anywhere near its valuation peak, even though it is close to setting all-time highs. And that should ease fears about buying a stock with inflated valuations, as 26 times earnings is nowhere near expensive for the company.Alphabet is a strong buy regardless of which way investors view the stock. Those who hold onto the stock for three to five years will reap the benefits of a stock split, potential stock buybacks, an acquisition or two, and a lot of cash generated. Alphabet is a no-brainer stock. Even though it is near its all-time high, investors of all backgrounds could find a place for Alphabet in their portfolios.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091772335,"gmtCreate":1643953029846,"gmtModify":1676533875912,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Company has good potential to grow&nbsp;but may not be very ethical in using users'private data.","listText":"Company has good potential to grow&nbsp;but may not be very ethical in using users'private data.","text":"Company has good potential to grow but may not be very ethical in using users'private data.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091772335","repostId":"1180306841","repostType":4,"repost":{"id":"1180306841","kind":"news","pubTimestamp":1643946520,"share":"https://ttm.financial/m/news/1180306841?lang=&edition=fundamental","pubTime":"2022-02-04 11:48","market":"us","language":"en","title":"2 Big Reasons to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1180306841","media":"Motley Fool","summary":"Key PointsThe metaverse could be a $1.6 trillion opportunity by 2030.The opportunity dwarfs the cash","content":"<html><head></head><body><p>Key Points</p><ul><li>The metaverse could be a $1.6 trillion opportunity by 2030.</li><li>The opportunity dwarfs the cash that Meta&#39;s Reality Labs segment is burning trying to build it.</li></ul><p><a href=\"https://laohu8.com/S/FB\"><b>Meta Platforms</b></a>, the parent company of popular social media apps Facebook, Instagram, and WhatsApp, reported its full-year 2021 earnings on Feb. 2. Investors were not at all happy about the significant cash burn in the company&#39;s Reality Labs segment, which is focused on building the metaverse, and in the weaker-than-expected forward guidance.</p><p>Meta&#39;s stock price fell 22% in after-hours trading following the report&#39;s release (and has stayed down), but there are strong arguments in support of investors buying into that weakness. The company&#39;s impeccable track record of financial performance suggests it deserves the benefit of the doubt, especially given the opportunities ahead.</p><p>Here are two key reasons to buy this dip.</p><p><b>1. The huge potential of the metaverse is worth the billions being invested</b></p><p>Meta Platforms is the largest social media company in the world, with its Facebook asset alone used by 2.91 billion people every month -- a startling 36% of the entire global population. But still, the company refuses to slip into complacency, as evidenced by its sizeable (and increasing) investment in the metaverse.</p><p>This new virtual world is being constructed by Meta&#39;s Reality Labs segment, which the company now reports separately from the rest of its platforms. It believes that in the future, its users will exist as virtual avatars of themselves within the metaverse, where they can teleport to different experiences and carry inventories of digital goods. That presents a significant financial opportunity for Meta Platforms, because the metaverse could feature its own self-sustaining economy.</p><p>But when the company revealed its fourth-quarter 2021 result, investors were surprised at just how much money was being spent on this project.</p><p><img src=\"https://static.tigerbbs.com/c8a56d3077c1ad468aa5b988b90d0a6d\" tg-width=\"1065\" tg-height=\"156\" referrerpolicy=\"no-referrer\"/>While it appears the Reality Labs segment is bleeding an increasing amount of red ink, Meta Platforms is playing the long game. One estimate by Bloomberg Intelligence suggests themetaversewill be an $800 billion opportunity by 2024, with a 12.4% compound annual growth rate (CAGR) that could see it double to $1.6 trillion by the end of this decade alone. Therefore, in context, the $10.1 billion Reality Labs lost during 2021 could be a mere drop in the ocean compared to its future revenue potential.</p><p><b>2. The stock is a great value</b></p><p>Despite Meta&#39;s substantial commitment to building the metaverse, the company as a whole is making a significant amount of money. For the 2021 full year, it reported $39.3 billion in operating income, which translated into $13.77 inearnings per share.</p><p>Its stock trades at $239 right now, placing itsprice-to-earnings multipleat just 17.1. That&#39;s 50% cheaper than the technology-centric <b>Nasdaq-100</b> index, which trades at a multiple of 33.7. Meta has a stellar track record of revenue and earnings growth over the last decade, which likely warrants a much richer stock valuation.</p><p><img src=\"https://static.tigerbbs.com/6afeeff414d72fdbfaee8fe2d9fe409f\" tg-width=\"1066\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/>But putting the past aside, the short term might be bumpy as Meta contends with recent changes to user privacy policies for<b>Apple</b>&#39;s iOS and<b>Alphabet</b>&#39;s Google Andriod OS, which are making it harder for advertisers to accurately target their desired audiences. That, combined with lingering supply chain issues hurting businesses&#39; appetite to spend on marketing, prompted Meta to issue conservative guidance for the first quarter of 2022.</p><p>There is another concern. Facebook saw its first sequential quarterly decline in daily active users in company history, and although it was a mere 0.05% contraction in user base, it highlights the difficulty in generating growth for a single platform with over 1.9 billion users. But on the plus side, Meta recorded an average revenue per user of $9.39 for the fourth quarter, its highest in at least two years.</p><p><b>Investor takeaway</b></p><p>Meta is an incredibly innovative company, so issues like ad targeting and short-term supply chain issues will likely be overcome given enough time. It favors a long-term investment approach, especially given the opportunity in the metaverse that lies ahead. If the new virtual world grows as large as some estimates suggest, the company&#39;s future financial performance could trounce anything it has achieved in the past. Therefore, picking up Meta Platforms stock on this dip could be a game-changer for your portfolio.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Big Reasons to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Big Reasons to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/03/2-big-reasons-buy-the-dip-in-meta-platforms-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThe metaverse could be a $1.6 trillion opportunity by 2030.The opportunity dwarfs the cash that Meta's Reality Labs segment is burning trying to build it.Meta Platforms, the parent company ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/03/2-big-reasons-buy-the-dip-in-meta-platforms-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/02/03/2-big-reasons-buy-the-dip-in-meta-platforms-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180306841","content_text":"Key PointsThe metaverse could be a $1.6 trillion opportunity by 2030.The opportunity dwarfs the cash that Meta's Reality Labs segment is burning trying to build it.Meta Platforms, the parent company of popular social media apps Facebook, Instagram, and WhatsApp, reported its full-year 2021 earnings on Feb. 2. Investors were not at all happy about the significant cash burn in the company's Reality Labs segment, which is focused on building the metaverse, and in the weaker-than-expected forward guidance.Meta's stock price fell 22% in after-hours trading following the report's release (and has stayed down), but there are strong arguments in support of investors buying into that weakness. The company's impeccable track record of financial performance suggests it deserves the benefit of the doubt, especially given the opportunities ahead.Here are two key reasons to buy this dip.1. The huge potential of the metaverse is worth the billions being investedMeta Platforms is the largest social media company in the world, with its Facebook asset alone used by 2.91 billion people every month -- a startling 36% of the entire global population. But still, the company refuses to slip into complacency, as evidenced by its sizeable (and increasing) investment in the metaverse.This new virtual world is being constructed by Meta's Reality Labs segment, which the company now reports separately from the rest of its platforms. It believes that in the future, its users will exist as virtual avatars of themselves within the metaverse, where they can teleport to different experiences and carry inventories of digital goods. That presents a significant financial opportunity for Meta Platforms, because the metaverse could feature its own self-sustaining economy.But when the company revealed its fourth-quarter 2021 result, investors were surprised at just how much money was being spent on this project.While it appears the Reality Labs segment is bleeding an increasing amount of red ink, Meta Platforms is playing the long game. One estimate by Bloomberg Intelligence suggests themetaversewill be an $800 billion opportunity by 2024, with a 12.4% compound annual growth rate (CAGR) that could see it double to $1.6 trillion by the end of this decade alone. Therefore, in context, the $10.1 billion Reality Labs lost during 2021 could be a mere drop in the ocean compared to its future revenue potential.2. The stock is a great valueDespite Meta's substantial commitment to building the metaverse, the company as a whole is making a significant amount of money. For the 2021 full year, it reported $39.3 billion in operating income, which translated into $13.77 inearnings per share.Its stock trades at $239 right now, placing itsprice-to-earnings multipleat just 17.1. That's 50% cheaper than the technology-centric Nasdaq-100 index, which trades at a multiple of 33.7. Meta has a stellar track record of revenue and earnings growth over the last decade, which likely warrants a much richer stock valuation.But putting the past aside, the short term might be bumpy as Meta contends with recent changes to user privacy policies forApple's iOS andAlphabet's Google Andriod OS, which are making it harder for advertisers to accurately target their desired audiences. That, combined with lingering supply chain issues hurting businesses' appetite to spend on marketing, prompted Meta to issue conservative guidance for the first quarter of 2022.There is another concern. Facebook saw its first sequential quarterly decline in daily active users in company history, and although it was a mere 0.05% contraction in user base, it highlights the difficulty in generating growth for a single platform with over 1.9 billion users. But on the plus side, Meta recorded an average revenue per user of $9.39 for the fourth quarter, its highest in at least two years.Investor takeawayMeta is an incredibly innovative company, so issues like ad targeting and short-term supply chain issues will likely be overcome given enough time. It favors a long-term investment approach, especially given the opportunity in the metaverse that lies ahead. If the new virtual world grows as large as some estimates suggest, the company's future financial performance could trounce anything it has achieved in the past. Therefore, picking up Meta Platforms stock on this dip could be a game-changer for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122912589,"gmtCreate":1624592550241,"gmtModify":1703841234911,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Playing with fire&nbsp;","listText":"Playing with fire&nbsp;","text":"Playing with fire","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/122912589","repostId":"1147153207","repostType":4,"repost":{"id":"1147153207","kind":"news","pubTimestamp":1624592020,"share":"https://ttm.financial/m/news/1147153207?lang=&edition=fundamental","pubTime":"2021-06-25 11:33","market":"us","language":"en","title":"Meme Stocks: How The Most Popular Have Performed in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1147153207","media":"thestreet","summary":"Meme mania has been one of the most unexpected phenomena in the equities market in an already atypic","content":"<p>Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but instead fueled by momentum and discussions on web forums that catalyze vicious rallies.</p>\n<p>Below, the Wall Street Memes channel lists some of the most popular meme stocks and how each has performed so far in 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac11607753df2d587eff881c858546dd\" tg-width=\"1200\" tg-height=\"798\" referrerpolicy=\"no-referrer\"><span>Figure 1: GameStop store.</span></p>\n<p><b>GME - GameStop Corp.</b></p>\n<ul>\n <li>Largest gain in 2021:<b>1,914%</b></li>\n <li>Largest loss in 2021:<b>-88%</b></li>\n <li>Peak price:<b>$347.51</b></li>\n <li>Current price:<b>$200.18</b>(at last check).</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/cc5e113c20912daf07551e09179fe9f2\" tg-width=\"1200\" tg-height=\"519\" referrerpolicy=\"no-referrer\"><b>AMC - AMC Theaters</b></p>\n<ul>\n <li>Largest gain in 2021:<b>2,850%</b></li>\n <li>Largest loss in 2021:<b>-72%</b></li>\n <li>Peak price:<b>$62.55</b></li>\n <li>Current price:<b>$55.14</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e55df7c82d93174a0b4c088c17946a1\" tg-width=\"1200\" tg-height=\"533\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>BB - BlackBerry Limited</b></p>\n<ul>\n <li>Largest gain in 2021:<b>281%</b></li>\n <li>Largest loss in 2021:<b>-68%</b></li>\n <li>Peak price:<b>$25.10</b></li>\n <li>Current price:<b>$12.82</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00f988c9dcc4545d783ac29b2061f44d\" tg-width=\"1200\" tg-height=\"525\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLNE - Clean Energy Fuels Corp.</b></p>\n<ul>\n <li>Largest gain in 2021:<b>137%</b></li>\n <li>Largest loss in 2021:<b>-59%</b></li>\n <li>Peak price:<b>$18.64</b></li>\n <li>Current price:<b>$11.22</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42e24ea5dd3ca3f186eab5451fa7fcbc\" tg-width=\"1200\" tg-height=\"524\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLOV - Clover Health Investments</b></p>\n<ul>\n <li>Largest gain in 2021:<b>224%</b></li>\n <li>Largest loss in 2021:<b>-56%</b></li>\n <li>Peak price:<b>$22.15</b></li>\n <li>Current price:<b>$12.10</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddfd7742b5b929d9febee80c5926f08f\" tg-width=\"1200\" tg-height=\"507\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>CLF - Cleveland-Cliff</b></p>\n<ul>\n <li>Largest gain in 2021:<b>83%</b></li>\n <li>Largest loss in 2021:<b>-28%</b></li>\n <li>Peak price:<b>$24.44</b></li>\n <li>Current price:<b>$20.75</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c8accc6baf5e68f5a1088eb8a75c4d\" tg-width=\"1200\" tg-height=\"524\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>TLRY - Tilray Pharmaceuticals</b></p>\n<ul>\n <li>Largest gain in 2021:<b>610%</b></li>\n <li>Largest loss in 2021:<b>-78%</b></li>\n <li>Peak price:<b>$63.91</b></li>\n <li>Current price:<b>$17.23</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc9ed19b51e752ceff9a6534d4afd089\" tg-width=\"1200\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>\n<p><b>NOK - Nokia Corporation</b></p>\n<ul>\n <li>Largest gain in 2021:<b>69%</b></li>\n <li>Largest loss in 2021:<b>-41%</b></li>\n <li>Peak price:<b>$6.55</b></li>\n <li>Current price:<b>$5.14</b>(at last check).</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33e920e940ac016540520a46acbcb0d5\" tg-width=\"1200\" tg-height=\"511\" referrerpolicy=\"no-referrer\"><span>Google Finance</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme Stocks: How The Most Popular Have Performed in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme Stocks: How The Most Popular Have Performed in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc.","NOK":"诺基亚","BB":"黑莓","GME":"游戏驿站","AMC":"AMC院线","CLNE":"Clean Energy Fuels Corp","CLOV":"Clover Health Corp","CLF":"克利夫兰克里夫"},"source_url":"https://www.thestreet.com/memestocks/other-memes/meme-stocks-how-the-most-popular-have-performed-in-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147153207","content_text":"Meme mania has been one of the most unexpected phenomena in the equities market in an already atypical pandemic environment. The “meme attacks” have rarely been based on business fundamentals, but instead fueled by momentum and discussions on web forums that catalyze vicious rallies.\nBelow, the Wall Street Memes channel lists some of the most popular meme stocks and how each has performed so far in 2021.\nFigure 1: GameStop store.\nGME - GameStop Corp.\n\nLargest gain in 2021:1,914%\nLargest loss in 2021:-88%\nPeak price:$347.51\nCurrent price:$200.18(at last check).\n\nAMC - AMC Theaters\n\nLargest gain in 2021:2,850%\nLargest loss in 2021:-72%\nPeak price:$62.55\nCurrent price:$55.14(at last check).\n\nGoogle Finance\nBB - BlackBerry Limited\n\nLargest gain in 2021:281%\nLargest loss in 2021:-68%\nPeak price:$25.10\nCurrent price:$12.82(at last check).\n\nGoogle Finance\nCLNE - Clean Energy Fuels Corp.\n\nLargest gain in 2021:137%\nLargest loss in 2021:-59%\nPeak price:$18.64\nCurrent price:$11.22(at last check).\n\nGoogle Finance\nCLOV - Clover Health Investments\n\nLargest gain in 2021:224%\nLargest loss in 2021:-56%\nPeak price:$22.15\nCurrent price:$12.10(at last check).\n\nGoogle Finance\nCLF - Cleveland-Cliff\n\nLargest gain in 2021:83%\nLargest loss in 2021:-28%\nPeak price:$24.44\nCurrent price:$20.75(at last check).\n\nGoogle Finance\nTLRY - Tilray Pharmaceuticals\n\nLargest gain in 2021:610%\nLargest loss in 2021:-78%\nPeak price:$63.91\nCurrent price:$17.23(at last check).\n\nGoogle Finance\nNOK - Nokia Corporation\n\nLargest gain in 2021:69%\nLargest loss in 2021:-41%\nPeak price:$6.55\nCurrent price:$5.14(at last check).\n\nGoogle Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953644895,"gmtCreate":1673251117217,"gmtModify":1676538805648,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Bold and clear prediction. Good to revisit these prediction at the end of the year.","listText":"Bold and clear prediction. Good to revisit these prediction at the end of the year.","text":"Bold and clear prediction. Good to revisit these prediction at the end of the year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953644895","repostId":"2301876021","repostType":4,"repost":{"id":"2301876021","kind":"highlight","pubTimestamp":1673250600,"share":"https://ttm.financial/m/news/2301876021?lang=&edition=fundamental","pubTime":"2023-01-09 15:50","market":"us","language":"en","title":"12 Stock Market Predictions for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2301876021","media":"Motley Fool","summary":"Here's what you can expect from the U.S. economy, the stock market, and some of the most widely held companies in the new year.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>The drumbeat for the U.S. to dip into recession grows louder with each passing day.</li><li>One highly defensive sector is a smart place to put your money to work in 2023.</li><li>Meanwhile, the largest publicly traded company could be in for a rough year.</li></ul><p>Unless you&#39;re a short-seller or were heavily invested in energy stocks, there&#39;s a good chance you, along with most of the investment community, took it on the chin in 2022. When the curtain closed, the iconic <b>Dow Jones Industrial Average</b>, broad-based <b>S&amp;P 500</b>, and growth-focused <b>Nasdaq Composite</b>, ended lower by 9%, 19%, and 33%, respectively. It was the worst performance for the three major U.S. stock indexes since 2008.</p><p>But a new year brings new hope, new opportunities, and of course, new prognostications. What follows are 12 stock market predictions for 2023 covering everything from the performance of specific high-profile stocks to expectations for the U.S. economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a7a948c1edf7bc81f8d3f4dea4a18b4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. We&#39;ll still be in a bear market by year&#39;s end</h2><p>Let&#39;s start with the most front-and-center question on investors&#39; minds: What will the broader market do in 2023? Based on what history tells us, I&#39;d opine that Wall Street will still be firmly in a bear market by the end of the year. Though it&#39;s possible the indexes could end marginally higher, a new bull market won&#39;t be declared.</p><p>Normally, the Federal Reserve lowers interest rates to help out an ailing economy and/or stock market. But with the nation&#39;s central bank tackling historically high inflation, rate cuts are still a long way off. It usually takes the S&amp;P 500 in the neighborhood of a year to find a bottom once rate cuts begin.</p><h2>2. The U.S. will fall into a recession in 2023</h2><p>To somewhat build on the first prediction, it wouldn&#39;t be a surprise to see the U.S. economy dip into a recession this year. The telltale indicator that a recession is likely is the extended inversion of the Treasury bond yield curve. By &#34;inversion,&#34; I mean long-term-maturing bonds having a lower yield than short-term-maturing bonds. Normally, the yield curve slopes up and to the right, with longer-dated bonds sporting higher yields.</p><p>Although not every yield curve inversion is followed by a recession, every recession since World War II has been preceded by a yield curve inversion. The magnitude of the inversion between the 2-year and 10-year Treasury bonds in 2022 was the largest in four decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4c26dc19a126804608440c02c5f2a21\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>10-2 Year Treasury Yield Spread data by YCharts.</span></p><h2>3. The interest rate yield curve will reverse its inversion during the second-half of the year</h2><p>On the other side of the aisle, I fully expect the yield curve inversion to correct itself before crossing the proverbial finish line into 2024. Wall Street and investors tend to be forward-looking, and there should be better clarity of the path forward for the U.S. economy and Federal Reserve monetary policy as we near the end of the year.</p><p>Arguably the biggest beneficiary of the yield curve reversing its inversion would be the mortgage real estate investment trust (REIT) industry. As short-term borrowing costs fall and/or long-term yields rise, mortgage REITs such as <b><a href=\"https://laohu8.com/S/NLY\">Annaly Capital Management</a></b> and <b>AGNC Investment</b> should benefit from beefier net interest margins.</p><h2>4. The U.S. inflation rate ends the year far below expectations</h2><p>If there is a bright spot to possible economic weakness in 2023, it&#39;s that the U.S. inflation rate can more quickly back off the 40-year high of 9.1% registered in June 2021.</p><p>In particular, recessions tend to hit energy commodities pretty hard. With crude oil and natural gas both soaring last year, a significant decline in one or both commodities could substantially reduce the inflation rate.</p><p>But don&#39;t get your hopes up -- a rapid reduction in the inflation rate is unlikely to alter Fed monetary policy. Fed Chair Jerome Powell has been clear that the central bank is willing to sit on higher rates for a longer period to ensure inflation is well under control.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85d6d009683d1e9cac32eebdc796ee83\" tg-width=\"700\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>5. Healthcare will be the top-performing sector in 2023</h2><p>Last year, healthcare stocks were mixed, with COVID-19-driven companies struggling as the worst of the pandemic was put into the rearview mirror. In 2023, expect healthcare stocks to shine as their defensive nature and generally attractive valuations come into play.</p><p>For example, no matter how poorly the U.S. economy or stock market perform, we can&#39;t control when we get sick or what ailment(s) we develop. This creates steady demand for prescription drugs, medical devices, and a variety of healthcare services in any economic environment. In other words, healthcare stocks could be just what the doctor ordered during heightened volatility for equities.</p><h2>6. Gold-mining stocks will be among the best-performing industries</h2><p>In terms of industries, gold stocks can regain their luster in 2023 and vastly outpace the broader market.</p><p>There are a number of potential tailwinds for precious metals and mining stocks this year, including economic uncertainty, historically high inflation (at least during the early portion of the year), and multiple years of unabated money-printing by the U.S. Treasury, which make hard assets like gold appear all the more attractive.</p><p>Something else to consider is that gold stocks tend to perform their best during the very early stages of a bull market. While, in my view, a bull market is unlikely to materialize in 2023, investors may position themselves for a bull market in gold stocks well ahead of an official bull market in the Dow, S&amp;P 500, and Nasdaq Composite.</p><h2>7. Energy stocks will struggle following a strong year</h2><p>On the flipside, energy stocks could have a challenging 2023. As I noted earlier, if a recession were to materialize in the U.S. or globally, demand for energy commodities would decline, which is bad news for crude oil and natural gas spot prices.</p><p>The other consideration is that oil and gas prices already pulled back in the second-half of 2022 without much of a dip in the share prices of oil and gas stocks. When investors wise up to the disassociation between energy commodity prices and oil and gas drillers over the past couple of months, the result could be ugly.</p><h2>8. Apple will fall below $100</h2><p>Last week, the largest publicly traded company by market cap in the U.S., <b>Apple</b>, fell below a $2 trillion valuation and touched its lowest share price ($124) since June 2021. In 2023, I&#39;d look for Apple to return to double-digits and fall below $100.</p><p>Although Apple&#39;s services segment remains strong and the company accounts for a majority of U.S. smartphone market share, Apple&#39;s growth rate has slowed considerably. The iPhone 14 not offering a lot of differentiation from its predecessor, along with overseas supply chain challenges, could be playing a role in that slowdown.</p><p>Additionally, rapidly rising interest rates mean Apple has lost access to the cheap debt it would occasionally use to accelerate share buybacks. With just 3% sales growth expected in 2023 (per Wall Street), a price-to-earnings ratio of nearly 21 simply isn&#39;t that cheap.</p><h2>9. Toyota will close out 2023 as the world&#39;s largest automaker by market cap</h2><p>A little more than a year ago, electric-vehicle (EV) manufacturer <b>Tesla</b> pushed north of a $1 trillion valuation, which was more than every publicly traded legacy automaker <i>combined</i>! As of the closing bell on Jan. 4, Tesla had retraced to a $409 billion market cap. By the end of 2023, I expect Tesla to have taken a back seat to <b>Toyota Motor</b> in market cap (currently $187 billion).</p><p>Investors are waking up the realization that Tesla isn&#39;t immune to the supply chain-, inflationary-, and demand-based headwinds impacting the auto industry. They&#39;re also coming to terms with Elon Musk being an undeniable liability for Tesla in a variety of ways.</p><h2>10. China stocks will vastly outperform U.S. stocks</h2><p>It&#39;s been quite some time since China stocks handily outperformed U.S. equities. My thinking is that changes in 2023.</p><p>Arguably the biggest issue for China for nearly three years has been its handling of the COVID-19 pandemic. The country&#39;s zero-COVID strategy crippled supply chains and sent provinces into seemingly unpredictable lockdowns. With that strategy being abandoned and China effectively pulling off the Band-Aid, short-term pain (i.e., widespread COVID-19 infection) can give way to serious economic growth and opportunity in the second-half of 2023.</p><p>It&#39;s a recipe for cheap Chinese growth stocks like <b>Baidu</b> and <b>JD.com</b> to thrive.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74acf3f9de289770f7570784a7b8df53\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>US Median Price for Existing Single Family Home data by YCharts.</span></p><h2>11. U.S. home prices fall as much as 20%</h2><p>The new year is unlikely to be kind to the housing industry. More than a decade of declining mortgage rates left homebuyers and refinancers effectively spoiled. But with the 30-year mortgage rate skyrocketing last year to a 16-year high of around 7%, the desire to buy homes and refinance slowed to a crawl.  Housing is a supply and-demand-driven industry. If demand plummets, you can almost certainly expect prices to follow. I believe home prices could drop 20% over the next 12 months.</p><p>The silver lining here is if U.S home prices fall 20%, demand should begin to pick up -- at least from cash buyers. This&#39;ll keep the housing industry from suffering a crash similar to 2008.</p><h2>12. A financial crisis will unfold (best guess: subprime auto loans)</h2><p>Last but not least, I do expect some sort of financial crisis or contagion event to materialize in 2023. But given that crises and contagion events aren&#39;t all that uncommon, this isn&#39;t exactly a bold prediction.</p><p>What is a bold prediction is specifying where the crisis will originate. My best guess is among subprime borrowers in the auto loan space. As of October 2022, 5.13% of subprime borrowers were at least 61 days delinquent on their auto payments, which is up from 3.76% in October 2021.  Higher inflation, the prospect of a higher unemployment rate in 2023, and the end of pandemic-related financial assistance programs, are all potential headwinds for folks with poor credit scores in the new year.</p><p>While a subprime auto loan credit crisis would pale in comparison to the financial crisis in 2008, it still would be very bad news for bank stocks and the auto industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>12 Stock Market Predictions for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n12 Stock Market Predictions for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/08/12-stock-market-predictions-for-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe drumbeat for the U.S. to dip into recession grows louder with each passing day.One highly defensive sector is a smart place to put your money to work in 2023.Meanwhile, the largest ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/08/12-stock-market-predictions-for-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","TM":"丰田汽车","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","TSLA":"特斯拉","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4532":"文艺复兴科技持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4571":"数字音乐概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0072462426.USD":"贝莱德全球配置 A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4507":"流媒体概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4575":"芯片概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4501":"段永平概念","BK4527":"明星科技股","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPL":"苹果",".DJI":"道琼斯","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU0109392836.USD":"富兰克林科技股A",".IXIC":"NASDAQ Composite","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC",".SPX":"S&P 500 Index","BK4573":"虚拟现实","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"https://www.fool.com/investing/2023/01/08/12-stock-market-predictions-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301876021","content_text":"KEY POINTSThe drumbeat for the U.S. to dip into recession grows louder with each passing day.One highly defensive sector is a smart place to put your money to work in 2023.Meanwhile, the largest publicly traded company could be in for a rough year.Unless you're a short-seller or were heavily invested in energy stocks, there's a good chance you, along with most of the investment community, took it on the chin in 2022. When the curtain closed, the iconic Dow Jones Industrial Average, broad-based S&P 500, and growth-focused Nasdaq Composite, ended lower by 9%, 19%, and 33%, respectively. It was the worst performance for the three major U.S. stock indexes since 2008.But a new year brings new hope, new opportunities, and of course, new prognostications. What follows are 12 stock market predictions for 2023 covering everything from the performance of specific high-profile stocks to expectations for the U.S. economy.Image source: Getty Images.1. We'll still be in a bear market by year's endLet's start with the most front-and-center question on investors' minds: What will the broader market do in 2023? Based on what history tells us, I'd opine that Wall Street will still be firmly in a bear market by the end of the year. Though it's possible the indexes could end marginally higher, a new bull market won't be declared.Normally, the Federal Reserve lowers interest rates to help out an ailing economy and/or stock market. But with the nation's central bank tackling historically high inflation, rate cuts are still a long way off. It usually takes the S&P 500 in the neighborhood of a year to find a bottom once rate cuts begin.2. The U.S. will fall into a recession in 2023To somewhat build on the first prediction, it wouldn't be a surprise to see the U.S. economy dip into a recession this year. The telltale indicator that a recession is likely is the extended inversion of the Treasury bond yield curve. By \"inversion,\" I mean long-term-maturing bonds having a lower yield than short-term-maturing bonds. Normally, the yield curve slopes up and to the right, with longer-dated bonds sporting higher yields.Although not every yield curve inversion is followed by a recession, every recession since World War II has been preceded by a yield curve inversion. The magnitude of the inversion between the 2-year and 10-year Treasury bonds in 2022 was the largest in four decades.10-2 Year Treasury Yield Spread data by YCharts.3. The interest rate yield curve will reverse its inversion during the second-half of the yearOn the other side of the aisle, I fully expect the yield curve inversion to correct itself before crossing the proverbial finish line into 2024. Wall Street and investors tend to be forward-looking, and there should be better clarity of the path forward for the U.S. economy and Federal Reserve monetary policy as we near the end of the year.Arguably the biggest beneficiary of the yield curve reversing its inversion would be the mortgage real estate investment trust (REIT) industry. As short-term borrowing costs fall and/or long-term yields rise, mortgage REITs such as Annaly Capital Management and AGNC Investment should benefit from beefier net interest margins.4. The U.S. inflation rate ends the year far below expectationsIf there is a bright spot to possible economic weakness in 2023, it's that the U.S. inflation rate can more quickly back off the 40-year high of 9.1% registered in June 2021.In particular, recessions tend to hit energy commodities pretty hard. With crude oil and natural gas both soaring last year, a significant decline in one or both commodities could substantially reduce the inflation rate.But don't get your hopes up -- a rapid reduction in the inflation rate is unlikely to alter Fed monetary policy. Fed Chair Jerome Powell has been clear that the central bank is willing to sit on higher rates for a longer period to ensure inflation is well under control.Image source: Getty Images.5. Healthcare will be the top-performing sector in 2023Last year, healthcare stocks were mixed, with COVID-19-driven companies struggling as the worst of the pandemic was put into the rearview mirror. In 2023, expect healthcare stocks to shine as their defensive nature and generally attractive valuations come into play.For example, no matter how poorly the U.S. economy or stock market perform, we can't control when we get sick or what ailment(s) we develop. This creates steady demand for prescription drugs, medical devices, and a variety of healthcare services in any economic environment. In other words, healthcare stocks could be just what the doctor ordered during heightened volatility for equities.6. Gold-mining stocks will be among the best-performing industriesIn terms of industries, gold stocks can regain their luster in 2023 and vastly outpace the broader market.There are a number of potential tailwinds for precious metals and mining stocks this year, including economic uncertainty, historically high inflation (at least during the early portion of the year), and multiple years of unabated money-printing by the U.S. Treasury, which make hard assets like gold appear all the more attractive.Something else to consider is that gold stocks tend to perform their best during the very early stages of a bull market. While, in my view, a bull market is unlikely to materialize in 2023, investors may position themselves for a bull market in gold stocks well ahead of an official bull market in the Dow, S&P 500, and Nasdaq Composite.7. Energy stocks will struggle following a strong yearOn the flipside, energy stocks could have a challenging 2023. As I noted earlier, if a recession were to materialize in the U.S. or globally, demand for energy commodities would decline, which is bad news for crude oil and natural gas spot prices.The other consideration is that oil and gas prices already pulled back in the second-half of 2022 without much of a dip in the share prices of oil and gas stocks. When investors wise up to the disassociation between energy commodity prices and oil and gas drillers over the past couple of months, the result could be ugly.8. Apple will fall below $100Last week, the largest publicly traded company by market cap in the U.S., Apple, fell below a $2 trillion valuation and touched its lowest share price ($124) since June 2021. In 2023, I'd look for Apple to return to double-digits and fall below $100.Although Apple's services segment remains strong and the company accounts for a majority of U.S. smartphone market share, Apple's growth rate has slowed considerably. The iPhone 14 not offering a lot of differentiation from its predecessor, along with overseas supply chain challenges, could be playing a role in that slowdown.Additionally, rapidly rising interest rates mean Apple has lost access to the cheap debt it would occasionally use to accelerate share buybacks. With just 3% sales growth expected in 2023 (per Wall Street), a price-to-earnings ratio of nearly 21 simply isn't that cheap.9. Toyota will close out 2023 as the world's largest automaker by market capA little more than a year ago, electric-vehicle (EV) manufacturer Tesla pushed north of a $1 trillion valuation, which was more than every publicly traded legacy automaker combined! As of the closing bell on Jan. 4, Tesla had retraced to a $409 billion market cap. By the end of 2023, I expect Tesla to have taken a back seat to Toyota Motor in market cap (currently $187 billion).Investors are waking up the realization that Tesla isn't immune to the supply chain-, inflationary-, and demand-based headwinds impacting the auto industry. They're also coming to terms with Elon Musk being an undeniable liability for Tesla in a variety of ways.10. China stocks will vastly outperform U.S. stocksIt's been quite some time since China stocks handily outperformed U.S. equities. My thinking is that changes in 2023.Arguably the biggest issue for China for nearly three years has been its handling of the COVID-19 pandemic. The country's zero-COVID strategy crippled supply chains and sent provinces into seemingly unpredictable lockdowns. With that strategy being abandoned and China effectively pulling off the Band-Aid, short-term pain (i.e., widespread COVID-19 infection) can give way to serious economic growth and opportunity in the second-half of 2023.It's a recipe for cheap Chinese growth stocks like Baidu and JD.com to thrive.US Median Price for Existing Single Family Home data by YCharts.11. U.S. home prices fall as much as 20%The new year is unlikely to be kind to the housing industry. More than a decade of declining mortgage rates left homebuyers and refinancers effectively spoiled. But with the 30-year mortgage rate skyrocketing last year to a 16-year high of around 7%, the desire to buy homes and refinance slowed to a crawl.  Housing is a supply and-demand-driven industry. If demand plummets, you can almost certainly expect prices to follow. I believe home prices could drop 20% over the next 12 months.The silver lining here is if U.S home prices fall 20%, demand should begin to pick up -- at least from cash buyers. This'll keep the housing industry from suffering a crash similar to 2008.12. A financial crisis will unfold (best guess: subprime auto loans)Last but not least, I do expect some sort of financial crisis or contagion event to materialize in 2023. But given that crises and contagion events aren't all that uncommon, this isn't exactly a bold prediction.What is a bold prediction is specifying where the crisis will originate. My best guess is among subprime borrowers in the auto loan space. As of October 2022, 5.13% of subprime borrowers were at least 61 days delinquent on their auto payments, which is up from 3.76% in October 2021.  Higher inflation, the prospect of a higher unemployment rate in 2023, and the end of pandemic-related financial assistance programs, are all potential headwinds for folks with poor credit scores in the new year.While a subprime auto loan credit crisis would pale in comparison to the financial crisis in 2008, it still would be very bad news for bank stocks and the auto industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080899833,"gmtCreate":1649862802669,"gmtModify":1676534592969,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080899833","repostId":"1194192237","repostType":4,"repost":{"id":"1194192237","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649858205,"share":"https://ttm.financial/m/news/1194192237?lang=&edition=fundamental","pubTime":"2022-04-13 21:56","market":"us","language":"en","title":"PayPal Stock Drops over 3% on News CFO is Leaving to Join Walmart","url":"https://stock-news.laohu8.com/highlight/detail?id=1194192237","media":"Tiger Newspress","summary":"Walmart  announced yesterday that PayPal’s CFO John Rainey will join the company.Rainey serves as Pa","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a> announced yesterday that <a href=\"https://laohu8.com/S/PYPL\">PayPal’s</a> CFO John Rainey will join the company.<img src=\"https://static.tigerbbs.com/aa4b409fcc823060d98350887348b5bd\" tg-width=\"860\" tg-height=\"677\" width=\"100%\" height=\"auto\"/>Rainey serves as PayPal’s head of finances and is expected to take on his role at Walmart on June 6, succeeding Bret Biggs, who announced his decision to step down in November.</p><p>Biggs will step down from his duty in June, though he will remain the company’s advisor through January 31.</p><p>Rainey “has a proven track record of leading change at scale in customer service organizations innovating in their fields,” said Walmart CEO Doug McMillon.</p><p>Before joining PayPal, Rainey served as the CFO of United Airlines.</p><p>“I’m confident that John’s mix of financial and digital acumen, coupled with his experience leading finance in complex, highly competitive industries, will help us deliver for our customers and shareholders as we continue to transform our company,” McMillon said.</p><p>The appointment comes as Walmart continues to identify and unlock new revenue-driving opportunities, such as its plan to expand its third-party marketplace and upgrade its advertising business.</p><p>The retail giant has also recently created and backed a financial technology startup spearheaded by former Goldman Sachs bankers.</p><p>Morgan Stanley analyst Simeon Gutman commented that Rainey is a “high quality hire.”</p><p>“Positives: strong reputation, fintech/tech background, established CFO track record at two large public companies. Negatives: lack of direct Retail experience and omni-channel/store operational expertise,” Gutman said in a client note.</p><p>On the other hand, Gutman’s colleague and PYPL analyst at Morgan Stanley, James Faucette, says that Rainey’s exit is a “mixed update.”</p><p>“John Rainey&#39;s departure may be perceived as negative signaling, and could potentially refresh fears around the company&#39;s ability to sustain above market growth and reach financial targets, which include rapidly accelerating revenue growth throughout 2022 and a medium-term outlook for ~20% revenue growth and ~22% EPS growth. At the same time, there may be some relief among investors as there had been speculation around a change in senior leadership given recent earnings misses and related selloffs of PayPal&#39;s stock,” Faucette wrote in a memo.</p><p>Bank of America analyst Jason Kupferberg is more negative on PYPL than Faucette.</p><p>“Notably, PYPL did not reiterate guidance in today&#39;s announcement, which adds uncertainty heading into earnings on 4/27. Though valuation remains near all-time lows, we see limited visibility on PYPL&#39;s 2H ramp &amp; normalized earnings power,” Kupferberg wrote in a memo.</p><p>The analyst reiterated a Neutral rating as he believes PYPL shares will continue to trade in a range-bound mode until investors can better understand the company’s new strategy.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal Stock Drops over 3% on News CFO is Leaving to Join Walmart</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal Stock Drops over 3% on News CFO is Leaving to Join Walmart\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-13 21:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a> announced yesterday that <a href=\"https://laohu8.com/S/PYPL\">PayPal’s</a> CFO John Rainey will join the company.<img src=\"https://static.tigerbbs.com/aa4b409fcc823060d98350887348b5bd\" tg-width=\"860\" tg-height=\"677\" width=\"100%\" height=\"auto\"/>Rainey serves as PayPal’s head of finances and is expected to take on his role at Walmart on June 6, succeeding Bret Biggs, who announced his decision to step down in November.</p><p>Biggs will step down from his duty in June, though he will remain the company’s advisor through January 31.</p><p>Rainey “has a proven track record of leading change at scale in customer service organizations innovating in their fields,” said Walmart CEO Doug McMillon.</p><p>Before joining PayPal, Rainey served as the CFO of United Airlines.</p><p>“I’m confident that John’s mix of financial and digital acumen, coupled with his experience leading finance in complex, highly competitive industries, will help us deliver for our customers and shareholders as we continue to transform our company,” McMillon said.</p><p>The appointment comes as Walmart continues to identify and unlock new revenue-driving opportunities, such as its plan to expand its third-party marketplace and upgrade its advertising business.</p><p>The retail giant has also recently created and backed a financial technology startup spearheaded by former Goldman Sachs bankers.</p><p>Morgan Stanley analyst Simeon Gutman commented that Rainey is a “high quality hire.”</p><p>“Positives: strong reputation, fintech/tech background, established CFO track record at two large public companies. Negatives: lack of direct Retail experience and omni-channel/store operational expertise,” Gutman said in a client note.</p><p>On the other hand, Gutman’s colleague and PYPL analyst at Morgan Stanley, James Faucette, says that Rainey’s exit is a “mixed update.”</p><p>“John Rainey&#39;s departure may be perceived as negative signaling, and could potentially refresh fears around the company&#39;s ability to sustain above market growth and reach financial targets, which include rapidly accelerating revenue growth throughout 2022 and a medium-term outlook for ~20% revenue growth and ~22% EPS growth. At the same time, there may be some relief among investors as there had been speculation around a change in senior leadership given recent earnings misses and related selloffs of PayPal&#39;s stock,” Faucette wrote in a memo.</p><p>Bank of America analyst Jason Kupferberg is more negative on PYPL than Faucette.</p><p>“Notably, PYPL did not reiterate guidance in today&#39;s announcement, which adds uncertainty heading into earnings on 4/27. Though valuation remains near all-time lows, we see limited visibility on PYPL&#39;s 2H ramp &amp; normalized earnings power,” Kupferberg wrote in a memo.</p><p>The analyst reiterated a Neutral rating as he believes PYPL shares will continue to trade in a range-bound mode until investors can better understand the company’s new strategy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","PYPL":"PayPal"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194192237","content_text":"Walmart  announced yesterday that PayPal’s CFO John Rainey will join the company.Rainey serves as PayPal’s head of finances and is expected to take on his role at Walmart on June 6, succeeding Bret Biggs, who announced his decision to step down in November.Biggs will step down from his duty in June, though he will remain the company’s advisor through January 31.Rainey “has a proven track record of leading change at scale in customer service organizations innovating in their fields,” said Walmart CEO Doug McMillon.Before joining PayPal, Rainey served as the CFO of United Airlines.“I’m confident that John’s mix of financial and digital acumen, coupled with his experience leading finance in complex, highly competitive industries, will help us deliver for our customers and shareholders as we continue to transform our company,” McMillon said.The appointment comes as Walmart continues to identify and unlock new revenue-driving opportunities, such as its plan to expand its third-party marketplace and upgrade its advertising business.The retail giant has also recently created and backed a financial technology startup spearheaded by former Goldman Sachs bankers.Morgan Stanley analyst Simeon Gutman commented that Rainey is a “high quality hire.”“Positives: strong reputation, fintech/tech background, established CFO track record at two large public companies. Negatives: lack of direct Retail experience and omni-channel/store operational expertise,” Gutman said in a client note.On the other hand, Gutman’s colleague and PYPL analyst at Morgan Stanley, James Faucette, says that Rainey’s exit is a “mixed update.”“John Rainey's departure may be perceived as negative signaling, and could potentially refresh fears around the company's ability to sustain above market growth and reach financial targets, which include rapidly accelerating revenue growth throughout 2022 and a medium-term outlook for ~20% revenue growth and ~22% EPS growth. At the same time, there may be some relief among investors as there had been speculation around a change in senior leadership given recent earnings misses and related selloffs of PayPal's stock,” Faucette wrote in a memo.Bank of America analyst Jason Kupferberg is more negative on PYPL than Faucette.“Notably, PYPL did not reiterate guidance in today's announcement, which adds uncertainty heading into earnings on 4/27. Though valuation remains near all-time lows, we see limited visibility on PYPL's 2H ramp & normalized earnings power,” Kupferberg wrote in a memo.The analyst reiterated a Neutral rating as he believes PYPL shares will continue to trade in a range-bound mode until investors can better understand the company’s new strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024566023,"gmtCreate":1653887414862,"gmtModify":1676535358109,"author":{"id":"3583055116998951","authorId":"3583055116998951","name":"gks788","avatar":"https://static.tigerbbs.com/39b52af9255dd635cb7f62249a86438a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583055116998951","authorIdStr":"3583055116998951"},"themes":[],"htmlText":"Good stock to own","listText":"Good stock to own","text":"Good stock to own","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024566023","repostId":"2239940157","repostType":4,"repost":{"id":"2239940157","kind":"highlight","pubTimestamp":1653879196,"share":"https://ttm.financial/m/news/2239940157?lang=&edition=fundamental","pubTime":"2022-05-30 10:53","market":"us","language":"en","title":"Here's Why You Should Approach Walt Disney Stock Like Peter Lynch","url":"https://stock-news.laohu8.com/highlight/detail?id=2239940157","media":"Motley Fool","summary":"The entertainment stock is down 50% from its all-time high. A famed investor's approach can determine whether the company is still a buy.","content":"<html><head></head><body><p>Whether it is through theme parks, shows, movies, or merchandise, <b>Walt Disney</b> is a company built on experiences and memories. One particular investor&#39;s methods, which involve evaluating a company through hands-on experience, are ideally suited for a business like Disney.</p><p>That investor, Peter Lynch, is one of the most successful mutual fund managers of all time. He achieved that success by grasping -- perhaps better than any other investor in history -- the fact that behind every stock lies a business. If you can see that business in action yourself, you can add a layer of understanding on top of fundamental analysis. So: what might it look like to apply Lynch&#39;s strategies to Disney stock? And why might this approach enhance the long-term investment thesis for the company? Let&#39;s take a look to find out.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a4d0e91e441a0430435812c26048c1\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Why Disney is struggling</h2><p>Disney stock is down around 50% from its all-time high. It&#39;s been on a wild ride over the past three years: it dropped to a seven-year low during the peak of the COVID-19 panic, swung up to an all-time high in March 2021, and today sits at around $108 per share. A look at the below chart shows the risk/reward back-and-forth that Disney investors have dealt with recently.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7740567a444bd714c3be4ef76a7a5f92\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>DIS data by YCharts</span></p><p>So why is Disney stock down in the dumps now? Well, a lot of it has to do with timing. Disney was at the top of its game in 2018 and 2019 -- smashing record sales and net income, achieving strong growth, and setting blockbuster records. Then the pandemic took the wind out of Disney&#39;s sails. More recently, <b>Netflix&#39;</b>s subscriber loss and ensuing stock collapse have called into question the dominance of other streaming services, making investors wonder if Disney+ and others will be as successful as initially assumed.</p><p>What&#39;s more, there are doubts about how well Disney&#39;s business will hold up during a period of prolonged inflation and a potential recession. As consumers look to cut discretionary spending, an expensive vacation to a Disney theme park sounds like one of the first things to go. It&#39;s no secret that Wall Street hates uncertainty. And, all told, there is quite a bit of uncertainty surrounding Disney right now.</p><h2>A grassroots look at Disney stock</h2><p>A Peter Lynch approach to a company like Walt Disney would entail hopping on subreddits and forums to get a sense of how folks feel about Disney&#39;s price hikes at its parks. Go on <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>&#39; Facebook or Instagram and see what discussions are being had about Disney&#39;s content and parks. An investor could also go and see a Disney movie like <i>Doctor Strange in the Multiverse of Madness</i> or the upcoming <i>Lightyear</i> to see if Disney&#39;s movies live up to the hype and if others feel the same way. A dedicated investor might consider getting a free trial or subscription to Disney+. Adventurous types could even go to a Disney park. From there, an investor could cross-reference their anecdotal analysis with Disney&#39;s financial statements.</p><p>This March, I conducted this kind of anecdotal analysis and went to all four theme parks at Disney World for the first time in my life. While there, I did some frontline recon: Folks grumbled about higher prices, but most largely accepted them because Disney is improving its parks and adding new rides. All told, business was booming, and Disney&#39;s quarterly numbers backed up what I had seen myself.</p><p>For the second quarter of fiscal 2022, Disney reported $6.65 billion in parks, experiences, and products revenue and $1.76 billion in segment operating income. That is the highest second quarter revenue and operating income for that segment in Disney&#39;s history -- higher than the previous record of $6.17 billion in revenue and $1.51 billion in operating income achieved in Q2 fiscal 2019.</p><p>What&#39;s even more impressive is that Disney achieved these record Q2 results despite the omicron variant denting its domestic park&#39;s performance (especially in January). Disney also booked a $268 million loss from international parks and experiences, mainly due to closures at Shanghai Disneyland and Hong Kong Disneyland.  Once you consider those two headwinds, it makes Disney&#39;s results all the more impressive.</p><p>I also subscribe to Disney+, have watched recent blockbusters, and was both impressed with and surprised by the diversity of content, as there are a lot of options outside of kids&#39; shows. Again, this personal experience is backed up by box office numbers. Disney&#39;s <i>Turning Red</i> was released in March and reached 200 million streaming hours faster than any other title in Disney+ history. Disney&#39;s latest film, <i>Doctor Strange in the Multiverse of Madness</i>, raked in $450 million at the global box office in its opening weekend. And according to Disney, it was its 11th best opening of all time.</p><h2>A powerful brand with room to run</h2><p>By experiencing Disney firsthand, you would probably never guess that the stock is down 50% from its all-time high. Granted, we could see a slowdown in Disney&#39;s business, and probably a lot of that is being priced in. But as of right now, the business seems to be doing great, and is likely to only improve from here over the long term.</p><p>Most importantly, it looks like Disney&#39;s brand is as strong as ever. Diehard <i>Marvel</i> and <i>Star Wars</i> fans seem to be very happy with Disney&#39;s commitment to expanding storylines. The launch of <i>Avatar 2</i> in December could be the biggest film of the year.</p><p>Seeing Disney do well in person is a friendly reminder that the company and the stock price aren&#39;t always the same thing. For investors that think Disney+ will one day be profitable and that Disney will keep improving its parks and making quality content for decades to come, the stock seems like a great buy now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why You Should Approach Walt Disney Stock Like Peter Lynch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why You Should Approach Walt Disney Stock Like Peter Lynch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/29/heres-why-you-should-approach-walt-disney-stock-li/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Whether it is through theme parks, shows, movies, or merchandise, Walt Disney is a company built on experiences and memories. One particular investor's methods, which involve evaluating a company ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/29/heres-why-you-should-approach-walt-disney-stock-li/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/05/29/heres-why-you-should-approach-walt-disney-stock-li/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239940157","content_text":"Whether it is through theme parks, shows, movies, or merchandise, Walt Disney is a company built on experiences and memories. One particular investor's methods, which involve evaluating a company through hands-on experience, are ideally suited for a business like Disney.That investor, Peter Lynch, is one of the most successful mutual fund managers of all time. He achieved that success by grasping -- perhaps better than any other investor in history -- the fact that behind every stock lies a business. If you can see that business in action yourself, you can add a layer of understanding on top of fundamental analysis. So: what might it look like to apply Lynch's strategies to Disney stock? And why might this approach enhance the long-term investment thesis for the company? Let's take a look to find out.Image source: Getty Images.Why Disney is strugglingDisney stock is down around 50% from its all-time high. It's been on a wild ride over the past three years: it dropped to a seven-year low during the peak of the COVID-19 panic, swung up to an all-time high in March 2021, and today sits at around $108 per share. A look at the below chart shows the risk/reward back-and-forth that Disney investors have dealt with recently.DIS data by YChartsSo why is Disney stock down in the dumps now? Well, a lot of it has to do with timing. Disney was at the top of its game in 2018 and 2019 -- smashing record sales and net income, achieving strong growth, and setting blockbuster records. Then the pandemic took the wind out of Disney's sails. More recently, Netflix's subscriber loss and ensuing stock collapse have called into question the dominance of other streaming services, making investors wonder if Disney+ and others will be as successful as initially assumed.What's more, there are doubts about how well Disney's business will hold up during a period of prolonged inflation and a potential recession. As consumers look to cut discretionary spending, an expensive vacation to a Disney theme park sounds like one of the first things to go. It's no secret that Wall Street hates uncertainty. And, all told, there is quite a bit of uncertainty surrounding Disney right now.A grassroots look at Disney stockA Peter Lynch approach to a company like Walt Disney would entail hopping on subreddits and forums to get a sense of how folks feel about Disney's price hikes at its parks. Go on Meta Platforms' Facebook or Instagram and see what discussions are being had about Disney's content and parks. An investor could also go and see a Disney movie like Doctor Strange in the Multiverse of Madness or the upcoming Lightyear to see if Disney's movies live up to the hype and if others feel the same way. A dedicated investor might consider getting a free trial or subscription to Disney+. Adventurous types could even go to a Disney park. From there, an investor could cross-reference their anecdotal analysis with Disney's financial statements.This March, I conducted this kind of anecdotal analysis and went to all four theme parks at Disney World for the first time in my life. While there, I did some frontline recon: Folks grumbled about higher prices, but most largely accepted them because Disney is improving its parks and adding new rides. All told, business was booming, and Disney's quarterly numbers backed up what I had seen myself.For the second quarter of fiscal 2022, Disney reported $6.65 billion in parks, experiences, and products revenue and $1.76 billion in segment operating income. That is the highest second quarter revenue and operating income for that segment in Disney's history -- higher than the previous record of $6.17 billion in revenue and $1.51 billion in operating income achieved in Q2 fiscal 2019.What's even more impressive is that Disney achieved these record Q2 results despite the omicron variant denting its domestic park's performance (especially in January). Disney also booked a $268 million loss from international parks and experiences, mainly due to closures at Shanghai Disneyland and Hong Kong Disneyland.  Once you consider those two headwinds, it makes Disney's results all the more impressive.I also subscribe to Disney+, have watched recent blockbusters, and was both impressed with and surprised by the diversity of content, as there are a lot of options outside of kids' shows. Again, this personal experience is backed up by box office numbers. Disney's Turning Red was released in March and reached 200 million streaming hours faster than any other title in Disney+ history. Disney's latest film, Doctor Strange in the Multiverse of Madness, raked in $450 million at the global box office in its opening weekend. And according to Disney, it was its 11th best opening of all time.A powerful brand with room to runBy experiencing Disney firsthand, you would probably never guess that the stock is down 50% from its all-time high. Granted, we could see a slowdown in Disney's business, and probably a lot of that is being priced in. But as of right now, the business seems to be doing great, and is likely to only improve from here over the long term.Most importantly, it looks like Disney's brand is as strong as ever. Diehard Marvel and Star Wars fans seem to be very happy with Disney's commitment to expanding storylines. The launch of Avatar 2 in December could be the biggest film of the year.Seeing Disney do well in person is a friendly reminder that the company and the stock price aren't always the same thing. For investors that think Disney+ will one day be profitable and that Disney will keep improving its parks and making quality content for decades to come, the stock seems like a great buy now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}