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06-11

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Mobileye Stock’s Mysterious Move

05-16

Great article, would you like to share it?

What We Learned From the Meme Stock Sequel

2023-08-05

SA already missed the boat.

Sorry, the original content has been removed

2021-06-22

Well done

'I regret any harm:' Short seller compensates target in rare move

2021-06-22

nice

Buyout Group Nears $5.3 Billion Deal for China’s 51job

2021-06-18

So boring... sg stocks sont move

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2021-06-16

I think its a good move!

Sorry, the original content has been removed

Go to Tiger App to see more news

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Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718082900,"share":"https://ttm.financial/m/news/1119574765?lang=&edition=fundamental","pubTime":"2024-06-11 13:15","market":"us","language":"en","title":"Mobileye Stock’s Mysterious Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1119574765","media":"Dow Jones","summary":"Mobileye Global stock has been soaring—and its sudden surge is a mystery investors are still trying to solve.A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer El","content":"<html><head></head><body><p>Mobileye Global stock has been soaring—and its sudden surge is a mystery investors are still trying to solve.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d9d5a5a7bca6bc9a82dec354549c98f8\" alt=\"A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.\" title=\"A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.\" tg-width=\"952\" tg-height=\"629\"/><span>A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.</span></p><p style=\"text-align: start;\">Mobileye stock has gained 2.5% to $32.47 on Monday—the S&amp;P 500 has risen 0.3% and the Nasdaq Composite has gained 0.4%—after shares of the self-driving technology company rose 16% on Friday.</p><p>There were no news releases or upgrades to pin the gains on, nothing that stands out as particularly market moving. Yes, Canaccord analyst George Gianarikas met with management on Friday, but such visits aren’t unusual.</p><p>Most companies visit their shareholders and prospective shareholders, including Wall Street analysts, several times each year. And Gianarikas had no big news to report.</p><p>“The discussion spanned recent and increasing market segmentation, autonomous competition, and the highly topical technical debate regarding the ‘best’ approach to autonomy: neural nets (i.e., Tesla Full Self Driving) or the hybrid approach (Mobileye; Aurora),” wrote Gianarikas in a Monday report.</p><p>Tesla uses cameras and artificial intelligence-trained software in its driver-assistance product, which it calls Full Self Driving. The “hybrid” approach uses AI and machine learning, but relies on traditional software coding, too. The debate isn’t new and there doesn’t have to be only one winner from one self-driving winner.</p><p>Gianarikas rates both Mobileye and Tesla shares Buy. His target price for Mobileye is $37. His target price for Tesla stock is $222.</p><p>If the visit didn’t push Mobileye stock up, then what did? Wall Street data aggregator The Fly reported “bullish option flow” with a lot of buying of call options.</p><p>Call options give the holder the right to buy a stock at a fixed price in the future. It’s a bet that works out if the stock rises above that fixed price.</p><p>When a lot of options are created, it can generate some volatility in the stock. When a broker creates and sells a call option to a client, that amounts to a bearish bet: The broker stands to gain if the stock price doesn’t rise to the level that allows the option holder to cash in.</p><p>But a broker may just want to make money on handling the transaction, rather than making that bet. So sometimes the broker will buy the underlying stock to hedge the position and eliminate the risk of losing money on the call option.</p><p>Options activity might explain some of the gains on Friday.</p><p>Or it might be something else. In a Friday note, Mizuho’s Daniel O’Regan offered a number of possible reasons. First, Intel, which spun off Mobileye, got an investment from Apollo Global Management last week, and may be less likely to sell its remaining stake. Second, it might be a response to general positivity from the sell side, like the research referred to above. Finally, it might have gotten meme-d. Mobileye stock has also been popular with short sellers, and any of the above could have triggered a short squeeze given that short interest was 21% of the float.</p><p>Whatever the reason, Mobileye could use the help. Coming into the week, shares were down about 25% so far this year. Shares dropped about 25% one day in January after the company said customers were working through some inventory, which it said would lead to lower-than-expected sales.</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>Mobileye Stock’s Mysterious Move</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\">\nMobileye Stock’s Mysterious Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-06-11 13:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Mobileye Global stock has been soaring—and its sudden surge is a mystery investors are still trying to solve.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d9d5a5a7bca6bc9a82dec354549c98f8\" alt=\"A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.\" title=\"A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.\" tg-width=\"952\" tg-height=\"629\"/><span>A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.</span></p><p style=\"text-align: start;\">Mobileye stock has gained 2.5% to $32.47 on Monday—the S&amp;P 500 has risen 0.3% and the Nasdaq Composite has gained 0.4%—after shares of the self-driving technology company rose 16% on Friday.</p><p>There were no news releases or upgrades to pin the gains on, nothing that stands out as particularly market moving. Yes, Canaccord analyst George Gianarikas met with management on Friday, but such visits aren’t unusual.</p><p>Most companies visit their shareholders and prospective shareholders, including Wall Street analysts, several times each year. And Gianarikas had no big news to report.</p><p>“The discussion spanned recent and increasing market segmentation, autonomous competition, and the highly topical technical debate regarding the ‘best’ approach to autonomy: neural nets (i.e., Tesla Full Self Driving) or the hybrid approach (Mobileye; Aurora),” wrote Gianarikas in a Monday report.</p><p>Tesla uses cameras and artificial intelligence-trained software in its driver-assistance product, which it calls Full Self Driving. The “hybrid” approach uses AI and machine learning, but relies on traditional software coding, too. The debate isn’t new and there doesn’t have to be only one winner from one self-driving winner.</p><p>Gianarikas rates both Mobileye and Tesla shares Buy. His target price for Mobileye is $37. His target price for Tesla stock is $222.</p><p>If the visit didn’t push Mobileye stock up, then what did? Wall Street data aggregator The Fly reported “bullish option flow” with a lot of buying of call options.</p><p>Call options give the holder the right to buy a stock at a fixed price in the future. It’s a bet that works out if the stock rises above that fixed price.</p><p>When a lot of options are created, it can generate some volatility in the stock. When a broker creates and sells a call option to a client, that amounts to a bearish bet: The broker stands to gain if the stock price doesn’t rise to the level that allows the option holder to cash in.</p><p>But a broker may just want to make money on handling the transaction, rather than making that bet. So sometimes the broker will buy the underlying stock to hedge the position and eliminate the risk of losing money on the call option.</p><p>Options activity might explain some of the gains on Friday.</p><p>Or it might be something else. In a Friday note, Mizuho’s Daniel O’Regan offered a number of possible reasons. First, Intel, which spun off Mobileye, got an investment from Apollo Global Management last week, and may be less likely to sell its remaining stake. Second, it might be a response to general positivity from the sell side, like the research referred to above. Finally, it might have gotten meme-d. Mobileye stock has also been popular with short sellers, and any of the above could have triggered a short squeeze given that short interest was 21% of the float.</p><p>Whatever the reason, Mobileye could use the help. Coming into the week, shares were down about 25% so far this year. Shares dropped about 25% one day in January after the company said customers were working through some inventory, which it said would lead to lower-than-expected sales.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119574765","content_text":"Mobileye Global stock has been soaring—and its sudden surge is a mystery investors are still trying to solve.A BMW sport-utility vehicle with Mobileye autonomous technology is shown at the Consumer Electronics Show in Las Vegas in 2023.Mobileye stock has gained 2.5% to $32.47 on Monday—the S&P 500 has risen 0.3% and the Nasdaq Composite has gained 0.4%—after shares of the self-driving technology company rose 16% on Friday.There were no news releases or upgrades to pin the gains on, nothing that stands out as particularly market moving. Yes, Canaccord analyst George Gianarikas met with management on Friday, but such visits aren’t unusual.Most companies visit their shareholders and prospective shareholders, including Wall Street analysts, several times each year. And Gianarikas had no big news to report.“The discussion spanned recent and increasing market segmentation, autonomous competition, and the highly topical technical debate regarding the ‘best’ approach to autonomy: neural nets (i.e., Tesla Full Self Driving) or the hybrid approach (Mobileye; Aurora),” wrote Gianarikas in a Monday report.Tesla uses cameras and artificial intelligence-trained software in its driver-assistance product, which it calls Full Self Driving. The “hybrid” approach uses AI and machine learning, but relies on traditional software coding, too. The debate isn’t new and there doesn’t have to be only one winner from one self-driving winner.Gianarikas rates both Mobileye and Tesla shares Buy. His target price for Mobileye is $37. His target price for Tesla stock is $222.If the visit didn’t push Mobileye stock up, then what did? Wall Street data aggregator The Fly reported “bullish option flow” with a lot of buying of call options.Call options give the holder the right to buy a stock at a fixed price in the future. It’s a bet that works out if the stock rises above that fixed price.When a lot of options are created, it can generate some volatility in the stock. When a broker creates and sells a call option to a client, that amounts to a bearish bet: The broker stands to gain if the stock price doesn’t rise to the level that allows the option holder to cash in.But a broker may just want to make money on handling the transaction, rather than making that bet. So sometimes the broker will buy the underlying stock to hedge the position and eliminate the risk of losing money on the call option.Options activity might explain some of the gains on Friday.Or it might be something else. In a Friday note, Mizuho’s Daniel O’Regan offered a number of possible reasons. First, Intel, which spun off Mobileye, got an investment from Apollo Global Management last week, and may be less likely to sell its remaining stake. Second, it might be a response to general positivity from the sell side, like the research referred to above. Finally, it might have gotten meme-d. Mobileye stock has also been popular with short sellers, and any of the above could have triggered a short squeeze given that short interest was 21% of the float.Whatever the reason, Mobileye could use the help. Coming into the week, shares were down about 25% so far this year. Shares dropped about 25% one day in January after the company said customers were working through some inventory, which it said would lead to lower-than-expected sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306664698998904,"gmtCreate":1715873150453,"gmtModify":1715873155349,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306664698998904","repostId":"1153454968","repostType":2,"repost":{"id":"1153454968","pubTimestamp":1715871600,"share":"https://ttm.financial/m/news/1153454968?lang=&edition=fundamental","pubTime":"2024-05-16 23:00","market":"us","language":"en","title":"What We Learned From the Meme Stock Sequel","url":"https://stock-news.laohu8.com/highlight/detail?id=1153454968","media":"Bloomberg","summary":"This second iteration of meme stock mania has Wall Street’s fingerprints all over it. While the so-called “Reddit Raiders” that propelled GameStop and AMC “to the moon” in 2021 certainly made a cameo, more sophisticated investors — who use machine-learning and algorithms to trade on momentum, and can even front-run the buying and selling of individual investors — appear to have been in on the action. On Fidelity’s retail trading platform, for instance, users have been placing more sell than buy ","content":"<html><head></head><body><p>Wall Street had a here-we-go-again moment this week, with the sudden return of meme stock euphoria. A two-day rally led investors to rush back into a group of stocks that soared during the pandemic, when individuals teamed up across social media to bet against short-selling hedge funds. Yet things look very different than they did in 2021, when the retail crowd could point to rock-bottom interest rates, benign inflation and surging e-commerce to help justify the stratospheric valuations<em>.</em></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/347c4ae88ce86302ea0a7956f15ac223\" alt=\"A GameStop store in New York.\" title=\"A GameStop store in New York.\" tg-width=\"2000\" tg-height=\"1333\"/><span>A GameStop store in New York.</span></p><h3 id=\"id_3569934289\" style=\"text-align: start;\">Has the frenzy faded already?</h3><p style=\"text-align: start;\">Shares of GameStop Corp., the brick-and-mortar video-game seller — and a favorite meme stock from 2021 — more than tripled at one point this week on no fundamental news. Beleaguered movie theater operator AMC Entertainment Holdings Inc., the other poster child of the 2021 craze, soared 135% in two days. The number of GameStop shares traded was 28-times the average over the past year; more than a billion AMC shares changed hands. Yet as quickly as the stocks — and other downtrodden firms and speculative corners of the market — soared, they reversed course. GameStop shares dropped 19% on May 15 and AMC erased one-fifth of its value.</p><h3 id=\"id_4033275186\" style=\"text-align: start;\">Who is “Roaring Kitty” and what did he do?</h3><p style=\"text-align: start;\">A single post on X Sunday night from Keith Gill, the retail-trading icon who goes by the moniker “Roaring Kitty,” electrified Reddit’s WallStreetBets forum, a range of Discord chats and the popular chatroom StockTwits. The perceived return of the man who drove the original mania — GameStop soared more than 1,000% in a few days back then — was met with enthusiasm on social media, which he disappeared from in June 2021.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15ceb939f878ba778db040f174791223\" tg-width=\"827\" tg-height=\"1071\"/></p><p>Roaring Kitty was one of the characters portrayed in last year’s movie <em>Dumb Money</em>, based on the events of the 2021 short squeeze when a group of retail investors ignored fundamentals and troubled business models and spurred each other into buying certain stocks in a giant bet against the investing professionals of Wall Street. GameStop, AMC, Bed Bath &amp; Beyond and other companies swept up in the craze became known as “meme stocks,” in a nod to the images posted by investors on social media — Gill’s Sunday night post being the latest example.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ece7e6a7cb59aad3d4a3f1f0997429\" tg-width=\"1200\" tg-height=\"675\"/></p><h3 id=\"id_2350153021\">How was this meme stock rally different to the last?</h3><p>This second iteration of meme stock mania has Wall Street’s fingerprints all over it. While the so-called “Reddit Raiders” that propelled GameStop and AMC “to the moon” in 2021 certainly made a cameo, more sophisticated investors — who use machine-learning and algorithms to trade on momentum, and can even front-run the buying and selling of individual investors — appear to have been in on the action. On Fidelity’s retail trading platform, for instance, users have been placing more sell than buy orders since the Roaring Kitty tweet went viral, the company’s website shows. That’s a signal that individuals are actually cashing in on the gains. The number of orders are also a fraction of what they were at 2021’s peak.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/041ac092ea42a1422242544648d9054e\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The staying power of meme stocks is dependent on retaining the attention of the group that triggered the 2021 mania. The sequel may have been shorter-lived in part because the group of homebound investors who flocked to the Robinhood app to trade call options during the pandemic now have other demands on their time — work, school, etc.</p><p>Also, keep in mind that many of the factors that sparked the original meme craze have dissipated. Workers have returned to offices, credit card delinquencies are at decade highs and whatever was left over from those pandemic stimulus checks finally got spent at a Taylor Swift or Beyonce concert. Without individuals flush with cash, ready to buy whatever meme stock they fancy, their ability to defy gravity is largely dependent on Wall Street.</p><h3 id=\"id_1712039263\" style=\"text-align: start;\">How did the short sellers fare this time?</h3><p style=\"text-align: start;\">Another driver of the 2021 craze was the eye-popping short-interest ratios for many of the companies. Skeptical investors took out short positions representing 140% of GameStop’s shares that were freely traded, leaving hedge funds badly burned when the stock rallied. In 2021, Gabe Plotkin’s Melvin Capital Management was shuttered because of losses from the short bet. This time round, the investors who were brave enough to bet against GameStop and AMC faced paper losses of more than $1 billion at one point this month before gravity finally set in. While those mark-to-market losses appear great, the level of pain was far smaller given that closer to one-fifth of shares in the two meme stocks were used for short trades.</p><h3 id=\"id_4197717399\" style=\"text-align: start;\">Have the companies benefited at all?</h3><p style=\"text-align: start;\">AMC managed to capitalize on its latest meme moment, reducing its debt and adding to its balance sheet—all while diluting shareholders. The company took advantage of a fundraising deal known as an at-the-market (ATM) offering, which allowed it to create and sell new shares. After selling them for about $125 million on the open market, AMC then swapped about $164 million of debt for newly-issued stock.</p><p>GameStop did not have such an offering lined up — ditto<em> </em>with many beaten-down companies that also saw<em> </em>their shares soar for no fundamental reason. Such companies may look to complete the necessary paperwork for these offerings in the future since a surge in share price and volume can let them “access a lot of capital in short time,” according to Josh Weismer, head of US equity capital markets at Mizuho Americas.</p><h3 id=\"id_2856478690\" style=\"text-align: start;\">What comes next?</h3><p style=\"text-align: start;\">With trading volumes across the meme stocks tapering through Wednesday alongside declining share prices, the next step will be dependent on whether Roaring Kitty or another player can provide a spark. The meme craze of 2021 — and this latest flurry — were predicated on a mostly quiet market backdrop and a rush of trading volume. In terms of fundamental updates that could draw in more traders, AMC’s annual shareholder meeting is June 5 and GameStop’s quarterly results and investor event are both expected in June.</p><h3 id=\"id_3804841241\" style=\"text-align: start;\">Will there be more meme stock moments?</h3><p style=\"text-align: start;\">Probably. The overall US stock market is at record highs and there’s still cash on the sidelines; fundamental investors say there’s plenty of froth when joke cryptocurrencies keep popping up and Bitcoin is above $65,000. If nothing else, Gill’s latest meme was a reminder that a social media post can trigger a global phenomenon, even if the novelty of the madness seems to be fading.</p><p style=\"text-align: start;\">What the next meme stock is — and how long a frenzy might last — will depend on its ability to capture the attention and imagination of traders. Different companies can also carry the meme-stock baton for stretches of time. Just don’t underestimate the power of the retail crowd, which has pushed into companies such as Hertz Global Holdings Inc. even before Roaring Kitty was a known figure.</p></body></html>","source":"lsy1584095487587","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>What We Learned From the Meme Stock Sequel</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\">\nWhat We Learned From the Meme Stock Sequel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-05-16/gamestop-shares-roaring-kitty-and-the-meme-stock-sequel-what-we-learned?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street had a here-we-go-again moment this week, with the sudden return of meme stock euphoria. A two-day rally led investors to rush back into a group of stocks that soared during the pandemic, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-16/gamestop-shares-roaring-kitty-and-the-meme-stock-sequel-what-we-learned?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-16/gamestop-shares-roaring-kitty-and-the-meme-stock-sequel-what-we-learned?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153454968","content_text":"Wall Street had a here-we-go-again moment this week, with the sudden return of meme stock euphoria. A two-day rally led investors to rush back into a group of stocks that soared during the pandemic, when individuals teamed up across social media to bet against short-selling hedge funds. Yet things look very different than they did in 2021, when the retail crowd could point to rock-bottom interest rates, benign inflation and surging e-commerce to help justify the stratospheric valuations.A GameStop store in New York.Has the frenzy faded already?Shares of GameStop Corp., the brick-and-mortar video-game seller — and a favorite meme stock from 2021 — more than tripled at one point this week on no fundamental news. Beleaguered movie theater operator AMC Entertainment Holdings Inc., the other poster child of the 2021 craze, soared 135% in two days. The number of GameStop shares traded was 28-times the average over the past year; more than a billion AMC shares changed hands. Yet as quickly as the stocks — and other downtrodden firms and speculative corners of the market — soared, they reversed course. GameStop shares dropped 19% on May 15 and AMC erased one-fifth of its value.Who is “Roaring Kitty” and what did he do?A single post on X Sunday night from Keith Gill, the retail-trading icon who goes by the moniker “Roaring Kitty,” electrified Reddit’s WallStreetBets forum, a range of Discord chats and the popular chatroom StockTwits. The perceived return of the man who drove the original mania — GameStop soared more than 1,000% in a few days back then — was met with enthusiasm on social media, which he disappeared from in June 2021.Roaring Kitty was one of the characters portrayed in last year’s movie Dumb Money, based on the events of the 2021 short squeeze when a group of retail investors ignored fundamentals and troubled business models and spurred each other into buying certain stocks in a giant bet against the investing professionals of Wall Street. GameStop, AMC, Bed Bath & Beyond and other companies swept up in the craze became known as “meme stocks,” in a nod to the images posted by investors on social media — Gill’s Sunday night post being the latest example.How was this meme stock rally different to the last?This second iteration of meme stock mania has Wall Street’s fingerprints all over it. While the so-called “Reddit Raiders” that propelled GameStop and AMC “to the moon” in 2021 certainly made a cameo, more sophisticated investors — who use machine-learning and algorithms to trade on momentum, and can even front-run the buying and selling of individual investors — appear to have been in on the action. On Fidelity’s retail trading platform, for instance, users have been placing more sell than buy orders since the Roaring Kitty tweet went viral, the company’s website shows. That’s a signal that individuals are actually cashing in on the gains. The number of orders are also a fraction of what they were at 2021’s peak.The staying power of meme stocks is dependent on retaining the attention of the group that triggered the 2021 mania. The sequel may have been shorter-lived in part because the group of homebound investors who flocked to the Robinhood app to trade call options during the pandemic now have other demands on their time — work, school, etc.Also, keep in mind that many of the factors that sparked the original meme craze have dissipated. Workers have returned to offices, credit card delinquencies are at decade highs and whatever was left over from those pandemic stimulus checks finally got spent at a Taylor Swift or Beyonce concert. Without individuals flush with cash, ready to buy whatever meme stock they fancy, their ability to defy gravity is largely dependent on Wall Street.How did the short sellers fare this time?Another driver of the 2021 craze was the eye-popping short-interest ratios for many of the companies. Skeptical investors took out short positions representing 140% of GameStop’s shares that were freely traded, leaving hedge funds badly burned when the stock rallied. In 2021, Gabe Plotkin’s Melvin Capital Management was shuttered because of losses from the short bet. This time round, the investors who were brave enough to bet against GameStop and AMC faced paper losses of more than $1 billion at one point this month before gravity finally set in. While those mark-to-market losses appear great, the level of pain was far smaller given that closer to one-fifth of shares in the two meme stocks were used for short trades.Have the companies benefited at all?AMC managed to capitalize on its latest meme moment, reducing its debt and adding to its balance sheet—all while diluting shareholders. The company took advantage of a fundraising deal known as an at-the-market (ATM) offering, which allowed it to create and sell new shares. After selling them for about $125 million on the open market, AMC then swapped about $164 million of debt for newly-issued stock.GameStop did not have such an offering lined up — ditto with many beaten-down companies that also saw their shares soar for no fundamental reason. Such companies may look to complete the necessary paperwork for these offerings in the future since a surge in share price and volume can let them “access a lot of capital in short time,” according to Josh Weismer, head of US equity capital markets at Mizuho Americas.What comes next?With trading volumes across the meme stocks tapering through Wednesday alongside declining share prices, the next step will be dependent on whether Roaring Kitty or another player can provide a spark. The meme craze of 2021 — and this latest flurry — were predicated on a mostly quiet market backdrop and a rush of trading volume. In terms of fundamental updates that could draw in more traders, AMC’s annual shareholder meeting is June 5 and GameStop’s quarterly results and investor event are both expected in June.Will there be more meme stock moments?Probably. The overall US stock market is at record highs and there’s still cash on the sidelines; fundamental investors say there’s plenty of froth when joke cryptocurrencies keep popping up and Bitcoin is above $65,000. If nothing else, Gill’s latest meme was a reminder that a social media post can trigger a global phenomenon, even if the novelty of the madness seems to be fading.What the next meme stock is — and how long a frenzy might last — will depend on its ability to capture the attention and imagination of traders. Different companies can also carry the meme-stock baton for stretches of time. Just don’t underestimate the power of the retail crowd, which has pushed into companies such as Hertz Global Holdings Inc. even before Roaring Kitty was a known figure.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205626425962648,"gmtCreate":1691211301829,"gmtModify":1691211305226,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"SA already missed the boat.","listText":"SA already missed the boat.","text":"SA already missed the boat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205626425962648","repostId":"1148120126","repostType":2,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120741807,"gmtCreate":1624339666909,"gmtModify":1703833935531,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120741807","repostId":"2145032477","repostType":4,"repost":{"id":"2145032477","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":1624327535,"share":"https://ttm.financial/m/news/2145032477?lang=&edition=fundamental","pubTime":"2021-06-22 10:05","market":"us","language":"en","title":"'I regret any harm:' Short seller compensates target in rare move","url":"https://stock-news.laohu8.com/highlight/detail?id=2145032477","media":"Reuters","summary":"BOSTON, June 21 (Reuters) - A small Texas investor who caused shares of a real estate investment tru","content":"<p>BOSTON, June 21 (Reuters) - A small Texas investor who caused shares of a real estate investment trust to plunge 39 percent in a day has agreed to pay the company restitution to settle a lawsuit against him, a rare development that could embolden other companies to pursue such claims.</p>\n<p>Quinton Mathews, who published his research on companies online under the pseudonym Rota Fortunae, will pay <a href=\"https://laohu8.com/S/FPI\">Farmland Partners Inc</a> \"a multiple\" of the profits on his short bet in 2018, according to the terms of the legal settlement announced&nbsp;late Sunday. His research had helped wipe as much as $115 million off Farmland's market value.</p>\n<p>The parties declined requests for comment on the exact value of the settlement.</p>\n<p>Mathews conceded that \"many of the key statements\" in a report&nbsp;he published on website Seeking Alpha targeting Farmland - including allegations of dubious related-party transactions and the risk of insolvency - were wrong.</p>\n<p>\"I regret any harm the article and its inaccuracies caused,\" Mathews said in the announcement, which was posted on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and Seeking Alpha.</p>\n<p>Paul Pittman, Farmland's chief executive officer, said in a statement that \"investors already recognize that the company was the victim of a short and distort scheme.\"</p>\n<p>Farmland shares traded around $12.50 on Monday afternoon, up from around $5 after the short campaign. The company has produced trailing total returns of 12.5% over the last three years, about 10 percentage points lower than the specialty REIT sector, according to a Morningstar tracker.</p>\n<p>Jacob Frenkel, an attorney with Dickinson Wright who has defended companies against allegations of stock manipulation and was not involved in the Farmland case, said Mathews' apology and payment could build company confidence to pursue similar claims against short sellers.</p>\n<p>\"It's highly unusual and refreshing to see a company take on this fight, because most will take the short term blow of the attack without pursuing legal vindication,\" Frenkel said.</p>\n<p>George Moriarty, the former executive editor of Seeking Alpha, told Reuters in 2019 that courts had respected the website’s status as a neutral platform, and that its staff vetted all posts (Read more ).</p>\n<p>After the retraction, Seeking Alpha on Monday took down all articles by Mathews, including the original post on Farmland, and blocked his account, according to website representative Abby Estikangi-Carmel.</p>\n<p>Seeking Alpha's policies include author certification that they were not paid to post and, for short reports, that the assertion was run by the target company.</p>\n<p>\"Regardless of the steps you take, a bad actor may decide to defraud us by violating our policies, as evidently happened here,\" Estikangi-Carmel said. \"Thankfully, it appears to be an isolated incident.\"</p>\n<p>Mathews runs a <a href=\"https://laohu8.com/S/AONE\">one</a>-person investigative research business, Dallas area-based QKM LLC, and has published more than a dozen articles on Seeking Alpha.</p>\n<p>Farmland's litigation against a hedge fund firm that paid Mathews for research, Sabrepoint Capital Management LP, continues. Sabrepoint founder George Baxter said his firm had nothing to do with the Seeking Alpha article and that it would \"defend itself and its employees vigorously against Farmland's frivolous claims.\"</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>'I regret any harm:' Short seller compensates target in rare move</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\">\n'I regret any harm:' Short seller compensates target in rare move\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\">2021-06-22 10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BOSTON, June 21 (Reuters) - A small Texas investor who caused shares of a real estate investment trust to plunge 39 percent in a day has agreed to pay the company restitution to settle a lawsuit against him, a rare development that could embolden other companies to pursue such claims.</p>\n<p>Quinton Mathews, who published his research on companies online under the pseudonym Rota Fortunae, will pay <a href=\"https://laohu8.com/S/FPI\">Farmland Partners Inc</a> \"a multiple\" of the profits on his short bet in 2018, according to the terms of the legal settlement announced&nbsp;late Sunday. His research had helped wipe as much as $115 million off Farmland's market value.</p>\n<p>The parties declined requests for comment on the exact value of the settlement.</p>\n<p>Mathews conceded that \"many of the key statements\" in a report&nbsp;he published on website Seeking Alpha targeting Farmland - including allegations of dubious related-party transactions and the risk of insolvency - were wrong.</p>\n<p>\"I regret any harm the article and its inaccuracies caused,\" Mathews said in the announcement, which was posted on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and Seeking Alpha.</p>\n<p>Paul Pittman, Farmland's chief executive officer, said in a statement that \"investors already recognize that the company was the victim of a short and distort scheme.\"</p>\n<p>Farmland shares traded around $12.50 on Monday afternoon, up from around $5 after the short campaign. The company has produced trailing total returns of 12.5% over the last three years, about 10 percentage points lower than the specialty REIT sector, according to a Morningstar tracker.</p>\n<p>Jacob Frenkel, an attorney with Dickinson Wright who has defended companies against allegations of stock manipulation and was not involved in the Farmland case, said Mathews' apology and payment could build company confidence to pursue similar claims against short sellers.</p>\n<p>\"It's highly unusual and refreshing to see a company take on this fight, because most will take the short term blow of the attack without pursuing legal vindication,\" Frenkel said.</p>\n<p>George Moriarty, the former executive editor of Seeking Alpha, told Reuters in 2019 that courts had respected the website’s status as a neutral platform, and that its staff vetted all posts (Read more ).</p>\n<p>After the retraction, Seeking Alpha on Monday took down all articles by Mathews, including the original post on Farmland, and blocked his account, according to website representative Abby Estikangi-Carmel.</p>\n<p>Seeking Alpha's policies include author certification that they were not paid to post and, for short reports, that the assertion was run by the target company.</p>\n<p>\"Regardless of the steps you take, a bad actor may decide to defraud us by violating our policies, as evidently happened here,\" Estikangi-Carmel said. \"Thankfully, it appears to be an isolated incident.\"</p>\n<p>Mathews runs a <a href=\"https://laohu8.com/S/AONE\">one</a>-person investigative research business, Dallas area-based QKM LLC, and has published more than a dozen articles on Seeking Alpha.</p>\n<p>Farmland's litigation against a hedge fund firm that paid Mathews for research, Sabrepoint Capital Management LP, continues. Sabrepoint founder George Baxter said his firm had nothing to do with the Seeking Alpha article and that it would \"defend itself and its employees vigorously against Farmland's frivolous claims.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FPI":"Farmland Partners Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145032477","content_text":"BOSTON, June 21 (Reuters) - A small Texas investor who caused shares of a real estate investment trust to plunge 39 percent in a day has agreed to pay the company restitution to settle a lawsuit against him, a rare development that could embolden other companies to pursue such claims.\nQuinton Mathews, who published his research on companies online under the pseudonym Rota Fortunae, will pay Farmland Partners Inc \"a multiple\" of the profits on his short bet in 2018, according to the terms of the legal settlement announced late Sunday. His research had helped wipe as much as $115 million off Farmland's market value.\nThe parties declined requests for comment on the exact value of the settlement.\nMathews conceded that \"many of the key statements\" in a report he published on website Seeking Alpha targeting Farmland - including allegations of dubious related-party transactions and the risk of insolvency - were wrong.\n\"I regret any harm the article and its inaccuracies caused,\" Mathews said in the announcement, which was posted on Twitter and Seeking Alpha.\nPaul Pittman, Farmland's chief executive officer, said in a statement that \"investors already recognize that the company was the victim of a short and distort scheme.\"\nFarmland shares traded around $12.50 on Monday afternoon, up from around $5 after the short campaign. The company has produced trailing total returns of 12.5% over the last three years, about 10 percentage points lower than the specialty REIT sector, according to a Morningstar tracker.\nJacob Frenkel, an attorney with Dickinson Wright who has defended companies against allegations of stock manipulation and was not involved in the Farmland case, said Mathews' apology and payment could build company confidence to pursue similar claims against short sellers.\n\"It's highly unusual and refreshing to see a company take on this fight, because most will take the short term blow of the attack without pursuing legal vindication,\" Frenkel said.\nGeorge Moriarty, the former executive editor of Seeking Alpha, told Reuters in 2019 that courts had respected the website’s status as a neutral platform, and that its staff vetted all posts (Read more ).\nAfter the retraction, Seeking Alpha on Monday took down all articles by Mathews, including the original post on Farmland, and blocked his account, according to website representative Abby Estikangi-Carmel.\nSeeking Alpha's policies include author certification that they were not paid to post and, for short reports, that the assertion was run by the target company.\n\"Regardless of the steps you take, a bad actor may decide to defraud us by violating our policies, as evidently happened here,\" Estikangi-Carmel said. \"Thankfully, it appears to be an isolated incident.\"\nMathews runs a one-person investigative research business, Dallas area-based QKM LLC, and has published more than a dozen articles on Seeking Alpha.\nFarmland's litigation against a hedge fund firm that paid Mathews for research, Sabrepoint Capital Management LP, continues. Sabrepoint founder George Baxter said his firm had nothing to do with the Seeking Alpha article and that it would \"defend itself and its employees vigorously against Farmland's frivolous claims.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120971417,"gmtCreate":1624294277939,"gmtModify":1703832831346,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120971417","repostId":"2145008251","repostType":4,"repost":{"id":"2145008251","pubTimestamp":1624288049,"share":"https://ttm.financial/m/news/2145008251?lang=&edition=fundamental","pubTime":"2021-06-21 23:07","market":"us","language":"en","title":"Buyout Group Nears $5.3 Billion Deal for China’s 51job","url":"https://stock-news.laohu8.com/highlight/detail?id=2145008251","media":"Bloomberg","summary":"(Bloomberg) -- An investor group led by DCP Capital is nearing a deal to acquire 51job Inc. in a tra","content":"<p>(Bloomberg) -- An investor group led by DCP Capital is nearing a deal to acquire 51job Inc. in a transaction valuing the Chinese recruitment firm at about $5.3 billion, people familiar with the matter said.</p>\n<p>The consortium, which also includes buyout firm Ocean Link and 51job co-founder and Chief Executive Officer Rick Yan, is in advanced talks to buy the New York-listed company for about $79.05 per American depositary share, the people said. An agreement could be announced as soon as Monday, the people said, asking not to be identified because the matter is private.</p>\n<p>A bid at that level would represent a 5.9% premium to 51job’s last close and would be equal to a preliminary proposal made by Beijing-based DCP in September. The deal is set to be <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest buyouts of a U.S.-listed Chinese company this year, according to data compiled by Bloomberg.</p>\n<p>The consortium has secured financing for the acquisition led by Chinese banks, the people said. Japan’s Recruit Holdings Co., which is currently 51job’s biggest shareholder with a 34.8% stake, plans to sell a small portion of its holding and keep the remainder, the people said.</p>\n<p>Yan, who owns about 19.2% of the company, is set to increase his stake to nearly 40%, while DCP and Ocean Link will hold more than 20% combined, the people said. Negotiations are ongoing, and the details and timing of the potential deal could still change, the people said.</p>\n<p>Representatives for 51job, DCP, Ocean Link and Recruit couldn’t immediately be reached for comment.</p>\n<p>Following DCP’s initial takeover approach in September, 51job formed a special board committee to evaluate the offer as well as other strategic alternatives. In May, 51job said it had received an updated proposal from DCP, which had teamed up with Ocean Link and Yan.</p>\n<p>51job, founded in 1998, provides human resources services in China including recruitment, employee retention and other personnel-related assistance. In 2015, it acquired campus recruitment website Yingjiesheng.com.</p>","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>Buyout Group Nears $5.3 Billion Deal for China’s 51job</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\">\nBuyout Group Nears $5.3 Billion Deal for China’s 51job\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/buyout-group-nears-5-3-095129652.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- An investor group led by DCP Capital is nearing a deal to acquire 51job Inc. in a transaction valuing the Chinese recruitment firm at about $5.3 billion, people familiar with the matter...</p>\n\n<a href=\"https://finance.yahoo.com/news/buyout-group-nears-5-3-095129652.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JOBS":"前程无忧"},"source_url":"https://finance.yahoo.com/news/buyout-group-nears-5-3-095129652.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2145008251","content_text":"(Bloomberg) -- An investor group led by DCP Capital is nearing a deal to acquire 51job Inc. in a transaction valuing the Chinese recruitment firm at about $5.3 billion, people familiar with the matter said.\nThe consortium, which also includes buyout firm Ocean Link and 51job co-founder and Chief Executive Officer Rick Yan, is in advanced talks to buy the New York-listed company for about $79.05 per American depositary share, the people said. An agreement could be announced as soon as Monday, the people said, asking not to be identified because the matter is private.\nA bid at that level would represent a 5.9% premium to 51job’s last close and would be equal to a preliminary proposal made by Beijing-based DCP in September. The deal is set to be one of the largest buyouts of a U.S.-listed Chinese company this year, according to data compiled by Bloomberg.\nThe consortium has secured financing for the acquisition led by Chinese banks, the people said. Japan’s Recruit Holdings Co., which is currently 51job’s biggest shareholder with a 34.8% stake, plans to sell a small portion of its holding and keep the remainder, the people said.\nYan, who owns about 19.2% of the company, is set to increase his stake to nearly 40%, while DCP and Ocean Link will hold more than 20% combined, the people said. Negotiations are ongoing, and the details and timing of the potential deal could still change, the people said.\nRepresentatives for 51job, DCP, Ocean Link and Recruit couldn’t immediately be reached for comment.\nFollowing DCP’s initial takeover approach in September, 51job formed a special board committee to evaluate the offer as well as other strategic alternatives. In May, 51job said it had received an updated proposal from DCP, which had teamed up with Ocean Link and Yan.\n51job, founded in 1998, provides human resources services in China including recruitment, employee retention and other personnel-related assistance. In 2015, it acquired campus recruitment website Yingjiesheng.com.","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166019745,"gmtCreate":1623985264087,"gmtModify":1703825654664,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"So boring...&nbsp; sg stocks sont move","listText":"So boring...&nbsp; sg stocks sont move","text":"So boring... sg stocks sont move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166019745","repostId":"1123762950","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163915236,"gmtCreate":1623856466225,"gmtModify":1703821644089,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"I think its a good move!","listText":"I think its a good move!","text":"I think its a good move!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163915236","repostId":"2143792622","repostType":4,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":306664698998904,"gmtCreate":1715873150453,"gmtModify":1715873155349,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306664698998904","repostId":"1153454968","repostType":2,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205626425962648,"gmtCreate":1691211301829,"gmtModify":1691211305226,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"SA already missed the boat.","listText":"SA already missed the boat.","text":"SA already missed the boat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205626425962648","repostId":"1148120126","repostType":2,"repost":{"id":"1148120126","pubTimestamp":1691202311,"share":"https://ttm.financial/m/news/1148120126?lang=&edition=fundamental","pubTime":"2023-08-05 10:25","market":"us","language":"en","title":"Palantir Stock: 3 Reasons To Sell Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1148120126","media":"Seeking Alpha","summary":"SummaryPalantir Technologies stock has been boosted by the company's pivot towards sustainable profitability and the hype around AI.However, we think that PLTR is a sell ahead of its Q2 earnings relea","content":"<html><head></head><body><h2 id=\"id_3954608796\" style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir Technologies stock has been boosted by the company&#39;s pivot towards sustainable profitability and the hype around AI.</p></li><li><p>However, we think that PLTR is a sell ahead of its Q2 earnings release.</p></li><li><p>We share three reasons why.</p></li></ul><p style=\"text-align: left;\">Palantir Technologies stock (NYSE: PLTR) has been on a phenomenal run this year, boosted by the company&#39;s pivot towards sustainable GAAP profitability and the market mania surrounding artificial intelligence.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de7947556bd3da84634dcf7fcea06a5b\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\">This run-up has taken us by surprise, given that the stock has continued to soar higher since we last <a href=\"https://seekingalpha.com/article/4616513-aip-drive-demand-growth-to-justify-palantir-valuation?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"https://seekingalpha.com/article/4616513-aip-drive-demand-growth-to-justify-palantir-valuation\" target=\"_blank\" class=\"paywall-full-content\">covered</a> the stock. In that article, we rated PLTR a Sell, because - while we believe that the AI wave will contribute to PLTR&#39;s growth - it is unlikely to justify its current valuation. Therefore, it is an extremely speculative buy for investors with only the most optimistic expectations for AI-driven growth for PLTR.</p><p style=\"text-align: left;\">While sentiment seems to be exceptionally strong surrounding PLTR stock and many other artificial intelligence stocks right now, we think that investors would be prudent to lock in gains ahead of next week&#39;s earnings report. We believe that it is important to point out that this upcoming earnings report could very possibly be a negative catalyst for the stock as management will likely need to deliver robust growth results or at least offer more concrete guidance numbers on how artificial intelligence will drive significant growth acceleration for PLTR moving forward. We think this will be very difficult for them to do for the following reasons:</p><ol><li><p>The growth of the Foundry (commercial) platform will face headwinds from companies that are facing growing pressures to cut costs in the face of a tight labor market, persistent core inflation, and a slowing economy</p></li><li><p>The growth of the Gotham (government) platform will be difficult to forecast over a short time frame as management has previously stated that government spending on PLTR&#39;s products is very lumpy with unpredictable timing due to the budget-setting and contract awarding process in government agencies.</p></li></ol><p style=\"text-align: left;\">With this potential upcoming negative catalyst in mind, here are three reasons why we think this earnings report will be disappointing:</p><h2 id=\"id_794193800\" style=\"text-align: left;\">#1. PLTR&#39;s Growth Rate Has Been Decelerating</h2><p style=\"text-align: left;\">The biggest reason to be pessimistic of PLTR going into Q2 earnings is that - while the stock price and the hype surrounding the company&#39;s artificial intelligence capabilities seems to be pointing towards rapid growth moving forward - revenues have actually been decelerating. This point is largely reflective of the point we just made about management likely being unable to give the market clear guidance on how artificial intelligence will re-accelerate their revenue growth in the near future.</p><p style=\"text-align: left;\">As the chart below illustrates, since the company went public, its revenue growth rate has declined every single year, with particularly precipitous declines felt in 2022:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99812d6cb62ccee63a0622313bd7a363\" alt=\"PLTR Stock\" title=\"PLTR Stock\" tg-width=\"640\" tg-height=\"384\"/><span>PLTR Stock</span></p><p style=\"text-align: left;\"><strong>PLTR Revenue Growth Rates (TIKR.com)</strong></p><p style=\"text-align: left;\">This dramatic deceleration of growth has prompted management to drop all talk of its original guidance for $4 billion plus in 2025 revenue. Instead, Wall Street analyst consensus is forecasting less than $3.2 billion in 2025 revenue despite still predicting that revenue growth will reaccelerate in 2024 and 2025.</p><p style=\"text-align: left;\">While management is certainly making every effort to hype up its artificial intelligence credentials and capabilities, it is yet to be determined just how much of a boost this will provide to growth. Yes, management has provided anecdotes about a spike in artificial intelligence related growth, stating in a recent interview:</p><blockquote><em>Our customer base is large and - usually we have to go to find people - now we have customers, especially the U.S., just calling us everyday...we have been getting the number of inbound calls that we usually get in a year, in like a month. Then when we are at a conference, there are customers showing potential customers how to use our products.</em></blockquote><p style=\"text-align: left;\">However, it has yet to quantify what this growth looks like on the cash flow statement. If artificial intelligence was truly such a powerful growth tailwind, why hasn&#39;t management provided any updates on its short to medium term revenue growth outlook? Perhaps this will come out on the Q2 earnings call, but until they release this outlook, buying PLTR stock at lofty prices based on the assumption that as-of-yet unquantified growth will come pouring in is a highly speculative investment.</p><p style=\"text-align: left;\">On top of that, PLTR has even admitted that its international business is struggling mightily:</p><blockquote><em>We have America, which is growing around 28%, it is now 64% of our business. Four years ago it was 37% of our business. We are absolutely disrupting in the U.S. of A. International is growing around 10% and that is becoming obviously a smaller part of our business.</em></blockquote><p style=\"text-align: left;\">However, while management claims that the international business - which still occupies a substantial 36% of the business - is growing at around 10%, in Q1 the international commercial business shrank by 7% sequentially and the international government business saw its revenue decline by a whopping 13% sequentially. With over one third of the business struggling to grow, the headline revenue growth rate decelerating for several years running now, management apparently abandoning previous 2025 revenue guidance, and no quantifiable data being provided on what sort of growth tailwind will come from PLTR&#39;s artificial intelligence platform, PLTR looks like its valuation is standing on very shaky ground heading into Q2 earnings.</p><p style=\"text-align: left;\">This likely disconnect between management hype/market sentiment and the disappointing reality of the fundamentals was highlighted in a recent investor note by Monness, Crespi, Hardt&#39;s analyst Brian White, who stated:</p><blockquote><em>We believe the near-term fundamental realities by those promulgating the AI dream will fail to satisfy the market&#39;s voracious appetite.</em></blockquote><h2 id=\"id_3528156312\" style=\"text-align: left;\">#2. PLTR Has Yet To Develop Significant Economies Of Scale</h2><p style=\"text-align: left;\">Another reason to remain highly skeptical of PLTR&#39;s long-term value proposition at its current valuation is that it has struggled to develop significant economies of scale over time. We do not expect Q2 to change this narrative given that their business model has not fundamentally changed and likely will not for some time, if ever.</p><p style=\"text-align: left;\">As the chart below illustrates, PLTR has had pretty choppy EBITDA and net income margins since going public in 2020 despite its revenue more than doubling over that period and the company placing an increased emphasis on profitability:</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b6b5f1300c5098ce3c4ee3efbe279d5\" alt=\"PLTR Stock\" title=\"PLTR Stock\" tg-width=\"640\" tg-height=\"384\"/><span>PLTR Stock</span></p><p style=\"text-align: left;\"><strong>PLTR Profit Margins (TIKR.com)</strong></p><p style=\"text-align: left;\">What that tells me is that PLTR is struggling to unlock meaningful economies of scale. If PLTR were a true software company, it would be seeing its profit margins expand rapidly with scale as once the software is developed, the business becomes extremely capital light and cash generative.</p><p style=\"text-align: left;\">This has led many to question whether or not PLTR is truly a software company and instead view it as more of a hybrid software-consulting firm. While PLTR sells software licenses to generate its revenue, it has considerable consulting services embedded in that license agreement. Given the labor-intensive nature of these consulting services, profit margins remain pretty fixed even as the company scales. The reason these consulting services are so needed is because PLTR&#39;s platforms need to be custom-tailored to fit client needs, requiring considerable expertise and effort from PLTR&#39;s engineers.</p><p style=\"text-align: left;\">Until PLTR can figure out how to make its model less labor-intensive and can begin to increase its profit margins more meaningfully as it grows, PLTR&#39;s intrinsic value growth will be fairly limited.</p><h2 id=\"id_3258485885\" style=\"text-align: left;\">#3. PLTR Stock Is Way Overvalued</h2><p style=\"text-align: left;\">Last, but not least, PLTR&#39;s valuation multiples are incredibly rich right now. On a forward basis, it trades at a P/E ratio of 82.66x, its EV/EBITDA multiple is an incredibly high 66.92x, and its EV/Revenues is 17.23x. If PLTR was enjoying strong economies of scale and seeing its profit margins rapidly expanding with growing revenue, these multiples would make more sense. However, it is simply not doing this. Analysts expect revenue to grow at a 23.7% CAGR through 2027 and they expect normalized earnings per share to grow at a virtually identical 23.6% CAGR through 2027.</p><p style=\"text-align: left;\">Even if PLTR can achieve analyst consensus estimates of $0.50 in earnings per share in 2027, it would still be priced at 38x 2027 earnings if its share price remained constant with where it is today. Keep in mind that earnings per share is expected to be growing at ~20% at that point, making this look like a pretty reasonable assumption of a fair value multiple at that point. That means that there is a very real possibility that PLTR will not generate any total returns over the next three and a half years. The risk-reward profile does not look attractive at all at these prices, with a lot needing to go right for PLTR to generate even close to decently attractive total returns moving forward.</p><h2 id=\"id_1655068901\" style=\"text-align: left;\">Investor Takeaway</h2><p style=\"text-align: left;\">PLTR has been one of the market&#39;s biggest winners this year and appears to have incredible stock price momentum to soar ever higher. However, when taking our eyes off of the scoreboard and looking at the playing field, the long-term outlook looks far less exciting. Yes, PLTR is growing at a solid clip. However, its topline revenue growth has been decelerating since it went public in 2020, its economies of scale are very weak, its international business actually shrunk last quarter and is experiencing anemic growth overall, management has yet to provide quantifiable guidance for how artificial intelligence is going to reaccelerate their revenue growth and seems to have abandoned their original 2025 revenue guidance, and the stock&#39;s valuation multiples appear to be way too high compared to analyst consensus estimates and the business&#39; recent growth rates.</p><p style=\"text-align: left;\">PLTR is definitely an innovative company with strength in a hot, fast-growing industry and could therefore certainly see an explosion of growth moving forward. However, at the current valuation and given its recent performance track record, the risks seem to greatly outweigh the potential rewards heading into Q2 earnings. As a result, we rate it a Sell.</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>Palantir Stock: 3 Reasons To Sell Before Earnings</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\">\nPalantir Stock: 3 Reasons To Sell Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-05 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4623798-palantir-stock-3-reasons-to-sell-before-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies stock has been boosted by the company's pivot towards sustainable profitability and the hype around AI.However, we think that PLTR is a sell ahead of its Q2 earnings ...</p>\n\n<a href=\"https://seekingalpha.com/article/4623798-palantir-stock-3-reasons-to-sell-before-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4623798-palantir-stock-3-reasons-to-sell-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1148120126","content_text":"SummaryPalantir Technologies stock has been boosted by the company's pivot towards sustainable profitability and the hype around AI.However, we think that PLTR is a sell ahead of its Q2 earnings release.We share three reasons why.Palantir Technologies stock (NYSE: PLTR) has been on a phenomenal run this year, boosted by the company's pivot towards sustainable GAAP profitability and the market mania surrounding artificial intelligence.ChartData by YChartsThis run-up has taken us by surprise, given that the stock has continued to soar higher since we last covered the stock. In that article, we rated PLTR a Sell, because - while we believe that the AI wave will contribute to PLTR's growth - it is unlikely to justify its current valuation. Therefore, it is an extremely speculative buy for investors with only the most optimistic expectations for AI-driven growth for PLTR.While sentiment seems to be exceptionally strong surrounding PLTR stock and many other artificial intelligence stocks right now, we think that investors would be prudent to lock in gains ahead of next week's earnings report. We believe that it is important to point out that this upcoming earnings report could very possibly be a negative catalyst for the stock as management will likely need to deliver robust growth results or at least offer more concrete guidance numbers on how artificial intelligence will drive significant growth acceleration for PLTR moving forward. We think this will be very difficult for them to do for the following reasons:The growth of the Foundry (commercial) platform will face headwinds from companies that are facing growing pressures to cut costs in the face of a tight labor market, persistent core inflation, and a slowing economyThe growth of the Gotham (government) platform will be difficult to forecast over a short time frame as management has previously stated that government spending on PLTR's products is very lumpy with unpredictable timing due to the budget-setting and contract awarding process in government agencies.With this potential upcoming negative catalyst in mind, here are three reasons why we think this earnings report will be disappointing:#1. PLTR's Growth Rate Has Been DeceleratingThe biggest reason to be pessimistic of PLTR going into Q2 earnings is that - while the stock price and the hype surrounding the company's artificial intelligence capabilities seems to be pointing towards rapid growth moving forward - revenues have actually been decelerating. This point is largely reflective of the point we just made about management likely being unable to give the market clear guidance on how artificial intelligence will re-accelerate their revenue growth in the near future.As the chart below illustrates, since the company went public, its revenue growth rate has declined every single year, with particularly precipitous declines felt in 2022:PLTR StockPLTR Revenue Growth Rates (TIKR.com)This dramatic deceleration of growth has prompted management to drop all talk of its original guidance for $4 billion plus in 2025 revenue. Instead, Wall Street analyst consensus is forecasting less than $3.2 billion in 2025 revenue despite still predicting that revenue growth will reaccelerate in 2024 and 2025.While management is certainly making every effort to hype up its artificial intelligence credentials and capabilities, it is yet to be determined just how much of a boost this will provide to growth. Yes, management has provided anecdotes about a spike in artificial intelligence related growth, stating in a recent interview:Our customer base is large and - usually we have to go to find people - now we have customers, especially the U.S., just calling us everyday...we have been getting the number of inbound calls that we usually get in a year, in like a month. Then when we are at a conference, there are customers showing potential customers how to use our products.However, it has yet to quantify what this growth looks like on the cash flow statement. If artificial intelligence was truly such a powerful growth tailwind, why hasn't management provided any updates on its short to medium term revenue growth outlook? Perhaps this will come out on the Q2 earnings call, but until they release this outlook, buying PLTR stock at lofty prices based on the assumption that as-of-yet unquantified growth will come pouring in is a highly speculative investment.On top of that, PLTR has even admitted that its international business is struggling mightily:We have America, which is growing around 28%, it is now 64% of our business. Four years ago it was 37% of our business. We are absolutely disrupting in the U.S. of A. International is growing around 10% and that is becoming obviously a smaller part of our business.However, while management claims that the international business - which still occupies a substantial 36% of the business - is growing at around 10%, in Q1 the international commercial business shrank by 7% sequentially and the international government business saw its revenue decline by a whopping 13% sequentially. With over one third of the business struggling to grow, the headline revenue growth rate decelerating for several years running now, management apparently abandoning previous 2025 revenue guidance, and no quantifiable data being provided on what sort of growth tailwind will come from PLTR's artificial intelligence platform, PLTR looks like its valuation is standing on very shaky ground heading into Q2 earnings.This likely disconnect between management hype/market sentiment and the disappointing reality of the fundamentals was highlighted in a recent investor note by Monness, Crespi, Hardt's analyst Brian White, who stated:We believe the near-term fundamental realities by those promulgating the AI dream will fail to satisfy the market's voracious appetite.#2. PLTR Has Yet To Develop Significant Economies Of ScaleAnother reason to remain highly skeptical of PLTR's long-term value proposition at its current valuation is that it has struggled to develop significant economies of scale over time. We do not expect Q2 to change this narrative given that their business model has not fundamentally changed and likely will not for some time, if ever.As the chart below illustrates, PLTR has had pretty choppy EBITDA and net income margins since going public in 2020 despite its revenue more than doubling over that period and the company placing an increased emphasis on profitability:PLTR StockPLTR Profit Margins (TIKR.com)What that tells me is that PLTR is struggling to unlock meaningful economies of scale. If PLTR were a true software company, it would be seeing its profit margins expand rapidly with scale as once the software is developed, the business becomes extremely capital light and cash generative.This has led many to question whether or not PLTR is truly a software company and instead view it as more of a hybrid software-consulting firm. While PLTR sells software licenses to generate its revenue, it has considerable consulting services embedded in that license agreement. Given the labor-intensive nature of these consulting services, profit margins remain pretty fixed even as the company scales. The reason these consulting services are so needed is because PLTR's platforms need to be custom-tailored to fit client needs, requiring considerable expertise and effort from PLTR's engineers.Until PLTR can figure out how to make its model less labor-intensive and can begin to increase its profit margins more meaningfully as it grows, PLTR's intrinsic value growth will be fairly limited.#3. PLTR Stock Is Way OvervaluedLast, but not least, PLTR's valuation multiples are incredibly rich right now. On a forward basis, it trades at a P/E ratio of 82.66x, its EV/EBITDA multiple is an incredibly high 66.92x, and its EV/Revenues is 17.23x. If PLTR was enjoying strong economies of scale and seeing its profit margins rapidly expanding with growing revenue, these multiples would make more sense. However, it is simply not doing this. Analysts expect revenue to grow at a 23.7% CAGR through 2027 and they expect normalized earnings per share to grow at a virtually identical 23.6% CAGR through 2027.Even if PLTR can achieve analyst consensus estimates of $0.50 in earnings per share in 2027, it would still be priced at 38x 2027 earnings if its share price remained constant with where it is today. Keep in mind that earnings per share is expected to be growing at ~20% at that point, making this look like a pretty reasonable assumption of a fair value multiple at that point. That means that there is a very real possibility that PLTR will not generate any total returns over the next three and a half years. The risk-reward profile does not look attractive at all at these prices, with a lot needing to go right for PLTR to generate even close to decently attractive total returns moving forward.Investor TakeawayPLTR has been one of the market's biggest winners this year and appears to have incredible stock price momentum to soar ever higher. However, when taking our eyes off of the scoreboard and looking at the playing field, the long-term outlook looks far less exciting. Yes, PLTR is growing at a solid clip. However, its topline revenue growth has been decelerating since it went public in 2020, its economies of scale are very weak, its international business actually shrunk last quarter and is experiencing anemic growth overall, management has yet to provide quantifiable guidance for how artificial intelligence is going to reaccelerate their revenue growth and seems to have abandoned their original 2025 revenue guidance, and the stock's valuation multiples appear to be way too high compared to analyst consensus estimates and the business' recent growth rates.PLTR is definitely an innovative company with strength in a hot, fast-growing industry and could therefore certainly see an explosion of growth moving forward. However, at the current valuation and given its recent performance track record, the risks seem to greatly outweigh the potential rewards heading into Q2 earnings. As a result, we rate it a Sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120741807,"gmtCreate":1624339666909,"gmtModify":1703833935531,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120741807","repostId":"2145032477","repostType":4,"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120971417,"gmtCreate":1624294277939,"gmtModify":1703832831346,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120971417","repostId":"2145008251","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166019745,"gmtCreate":1623985264087,"gmtModify":1703825654664,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"So boring...&nbsp; sg stocks sont move","listText":"So boring...&nbsp; sg stocks sont move","text":"So boring... sg stocks sont move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166019745","repostId":"1123762950","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315621075255312,"gmtCreate":1718087397592,"gmtModify":1718087401051,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"insider","listText":"insider","text":"insider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315621075255312","repostId":"1119574765","repostType":2,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163915236,"gmtCreate":1623856466225,"gmtModify":1703821644089,"author":{"id":"3557396129396340","authorId":"3557396129396340","authorIdStr":"3557396129396340","name":"YuZhao","avatar":"https://static.tigerbbs.com/25f11e9b628cbbddb008a480e497b950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557396129396340"},"themes":[],"htmlText":"I think its a good move!","listText":"I think its a good move!","text":"I think its a good move!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163915236","repostId":"2143792622","repostType":4,"repost":{"id":"2143792622","pubTimestamp":1623855000,"share":"https://ttm.financial/m/news/2143792622?lang=&edition=fundamental","pubTime":"2021-06-16 22:50","market":"us","language":"en","title":"Do Netflix's Retail Ambitions Make Any Sense?","url":"https://stock-news.laohu8.com/highlight/detail?id=2143792622","media":"Motley Fool","summary":"This surprising move will initially spark comparisons to Disney and Amazon, but the company's real inspiration probably comes from China.","content":"<p><b>Netflix</b> (NASDAQ:NFLX) recently launched Netflix.shop, an online store for apparel and lifestyle products, in a surprising leap into the retail sector.</p>\n<p>Its initial products include streetwear and action figures based on the anime series <i>Yasuke</i> and <i>Eden</i>, as well as limited-edition apparel, and products inspired by <i>Lupin</i> and produced in collaboration with the Louvre. It's also selling anime-inspired collectibles from up-and-coming designers like Nathalie Nguyen, Kristopher Kites, and Jordan Bentley.</p>\n<p>Netflix.shop will also eventually sell exclusive tie-in products for popular series like <i>The Witcher</i> and <i>Stranger Things</i>, as well as Netflix-branded apparel from the Japanese fashion house BEAMS. It will initially launch the marketplace in the U.S. before expanding into other countries.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc4c819061f1fb41dd3e6cc33a8a8ae8\" tg-width=\"700\" tg-height=\"465\"><span>Image source: Netflix.</span></p>\n<p>This doesn't represent Netflix's first attempt at selling tie-in products for its streaming franchises. <b>Target</b>, for example, already carries a wide range of <i>Yasuke</i> products. However, Netflix.shop marks Netflix's first attempt to sell all those tie-in products through its own online marketplace.</p>\n<p>Netflix.shop will spark comparisons to <b>Disney</b> (NYSE:DIS) and <b>Amazon </b>(NASDAQ:AMZN), but is it actually chasing those companies? Or should investors look overseas to understand Netflix's true goals?</p>\n<h2>Could Netflix be responding to Disney and Amazon?</h2>\n<p>Netflix's online store is much smaller than <b>Disney</b>'s (NYSE:DIS) sprawling retail business. At the end of 2020, Disney owned and operated about 200 stores across North America, 60 stores in Europe, 45 stores in Japan, and two stores in China. It also sells its products online and licenses its brands to third-party companies.</p>\n<p>Netflix competes against Disney in the streaming market, but I doubt it will follow Disney's example and open hundreds of brick-and-mortar stores, for three simple reasons.</p>\n<p>First, brick-and-mortar stores are more capital-intensive than online stores. It would be absurd for Netflix, which already plans to spend $17 billion on new streaming content this year, to set aside fresh cash for new physical stores instead of expanding its streaming library.</p>\n<p>Second, physical stores are highly exposed to online competition and the decline of offline shopping. Lastly, Netflix doesn't own as many popular franchises as Disney, which can easily fill its shelves with merchandise from its namesake properties as well as Pixar, Marvel, and Star Wars products.</p>\n<p>Netflix.shop also might seem like an attempt to counter Amazon, which leveraged the strength of its Prime e-commerce ecosystem to tether more viewers to its Prime Video service.</p>\n<p>That strategy would represent a reversal of Amazon's strategy since Netflix would be leveraging its strength in streaming video to expand into the retail market. But I also doubt Netflix plans to pour billions of dollars into challenging Amazon in the cutthroat e-commerce market.</p>\n<h2>So what's Netflix's game plan?</h2>\n<p>Instead of comparing Netflix.shop to Disney or Amazon, investors should look at a Chinese tech company called<b> Bilibili</b> (NASDAQ:BILI) to understand Netflix's angle.</p>\n<p>Bilibili operates a popular streaming-video platform for anime, comics, and gaming (ACG) content in China. It served 223 million monthly active users and 60 million daily active users last quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44f1ed32c2ba2313bed33d9a885d976b\" tg-width=\"700\" tg-height=\"559\"><span>Image source: Getty Images.</span></p>\n<p>Bilibili also operates an e-commerce site that sells tie-in products for its ACG franchises. The site is integrated with <b>Alibaba</b>'s (NYSE:BABA) Taobao marketplace and accounts for most of Bilibili's \"e-commerce and others\" revenue.</p>\n<p>Bilibili's \"e-commerce and others\" revenue <i>more than doubled </i>last year and accounted for nearly 13% of its top line, which indicates a streaming-video platform that specializes in anime can operate a successful online marketplace for tie-in content.</p>\n<p>That's probably why Netflix repeatedly mentioned \"anime\" in its press release for Netflix.shop.</p>\n<p>Netflix has added a lot of anime and gaming-related content to its streaming library in recent years, including <i>Yasuke</i>, <i>Voltron</i>, <i>Castlevania</i>, <i>The Witcher</i>, and its upcoming<i> Assassin's Creed</i> show. All that niche content could support the expansion of its marketplace for tie-in products, which would possibly lock in more viewers and generate additional revenue.</p>\n<p>Netflix could also offer exclusive discounts for its subscribers, which might convince more of its 208 million subscribers to become regular shoppers. That growth could also convince more companies to license its franchises for third-party products.</p>\n<h2>The bottom line</h2>\n<p>Netflix's retail expansion is surprising but not unprecedented. Instead of comparing Netflix.shop to Disney or Amazon, investors would do well to study Bilibili to gauge Netflix's true growth potential.</p>\n<p>This effort won't move the needle for Netflix anytime soon, but it shows the company is thinking out of the box to promote its franchises and enter new markets. These strategies could help Netflix remain competitive as Disney, Amazon, and other challengers all ramp up their streaming investments.</p>","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>Do Netflix's Retail Ambitions Make Any 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; 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\">\nDo Netflix's Retail Ambitions Make Any Sense?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 22:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/do-netflixs-retail-ambitions-make-any-sense/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NASDAQ:NFLX) recently launched Netflix.shop, an online store for apparel and lifestyle products, in a surprising leap into the retail sector.\nIts initial products include streetwear and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/do-netflixs-retail-ambitions-make-any-sense/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","DIS":"迪士尼","03086":"华夏纳指","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/06/16/do-netflixs-retail-ambitions-make-any-sense/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143792622","content_text":"Netflix (NASDAQ:NFLX) recently launched Netflix.shop, an online store for apparel and lifestyle products, in a surprising leap into the retail sector.\nIts initial products include streetwear and action figures based on the anime series Yasuke and Eden, as well as limited-edition apparel, and products inspired by Lupin and produced in collaboration with the Louvre. It's also selling anime-inspired collectibles from up-and-coming designers like Nathalie Nguyen, Kristopher Kites, and Jordan Bentley.\nNetflix.shop will also eventually sell exclusive tie-in products for popular series like The Witcher and Stranger Things, as well as Netflix-branded apparel from the Japanese fashion house BEAMS. It will initially launch the marketplace in the U.S. before expanding into other countries.\nImage source: Netflix.\nThis doesn't represent Netflix's first attempt at selling tie-in products for its streaming franchises. Target, for example, already carries a wide range of Yasuke products. However, Netflix.shop marks Netflix's first attempt to sell all those tie-in products through its own online marketplace.\nNetflix.shop will spark comparisons to Disney (NYSE:DIS) and Amazon (NASDAQ:AMZN), but is it actually chasing those companies? Or should investors look overseas to understand Netflix's true goals?\nCould Netflix be responding to Disney and Amazon?\nNetflix's online store is much smaller than Disney's (NYSE:DIS) sprawling retail business. At the end of 2020, Disney owned and operated about 200 stores across North America, 60 stores in Europe, 45 stores in Japan, and two stores in China. It also sells its products online and licenses its brands to third-party companies.\nNetflix competes against Disney in the streaming market, but I doubt it will follow Disney's example and open hundreds of brick-and-mortar stores, for three simple reasons.\nFirst, brick-and-mortar stores are more capital-intensive than online stores. It would be absurd for Netflix, which already plans to spend $17 billion on new streaming content this year, to set aside fresh cash for new physical stores instead of expanding its streaming library.\nSecond, physical stores are highly exposed to online competition and the decline of offline shopping. Lastly, Netflix doesn't own as many popular franchises as Disney, which can easily fill its shelves with merchandise from its namesake properties as well as Pixar, Marvel, and Star Wars products.\nNetflix.shop also might seem like an attempt to counter Amazon, which leveraged the strength of its Prime e-commerce ecosystem to tether more viewers to its Prime Video service.\nThat strategy would represent a reversal of Amazon's strategy since Netflix would be leveraging its strength in streaming video to expand into the retail market. But I also doubt Netflix plans to pour billions of dollars into challenging Amazon in the cutthroat e-commerce market.\nSo what's Netflix's game plan?\nInstead of comparing Netflix.shop to Disney or Amazon, investors should look at a Chinese tech company called Bilibili (NASDAQ:BILI) to understand Netflix's angle.\nBilibili operates a popular streaming-video platform for anime, comics, and gaming (ACG) content in China. It served 223 million monthly active users and 60 million daily active users last quarter.\nImage source: Getty Images.\nBilibili also operates an e-commerce site that sells tie-in products for its ACG franchises. The site is integrated with Alibaba's (NYSE:BABA) Taobao marketplace and accounts for most of Bilibili's \"e-commerce and others\" revenue.\nBilibili's \"e-commerce and others\" revenue more than doubled last year and accounted for nearly 13% of its top line, which indicates a streaming-video platform that specializes in anime can operate a successful online marketplace for tie-in content.\nThat's probably why Netflix repeatedly mentioned \"anime\" in its press release for Netflix.shop.\nNetflix has added a lot of anime and gaming-related content to its streaming library in recent years, including Yasuke, Voltron, Castlevania, The Witcher, and its upcoming Assassin's Creed show. All that niche content could support the expansion of its marketplace for tie-in products, which would possibly lock in more viewers and generate additional revenue.\nNetflix could also offer exclusive discounts for its subscribers, which might convince more of its 208 million subscribers to become regular shoppers. That growth could also convince more companies to license its franchises for third-party products.\nThe bottom line\nNetflix's retail expansion is surprising but not unprecedented. Instead of comparing Netflix.shop to Disney or Amazon, investors would do well to study Bilibili to gauge Netflix's true growth potential.\nThis effort won't move the needle for Netflix anytime soon, but it shows the company is thinking out of the box to promote its franchises and enter new markets. These strategies could help Netflix remain competitive as Disney, Amazon, and other challengers all ramp up their streaming investments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}