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The capacity of short-sellers to endure pain is being examined quite severely by day traders driving up the share prices of meme stocks like <b>AMC</b>(NYSE:<b><u>AMC</u></b>) and <b>GME</b>(NYSE:<b><u>GME</u></b>). However, although these two stocks are trading places for the most popular Reddit stock out there, there are also plenty of penny stocks making waves on subreddits.</p>\n<p>Now you may be thinking if penny stocks are worth the trouble. A penny stock refers to a small company’s stock that trades for less than $5 per share.</p>\n<p>They are not at the top of the list for value investors. Many of the penny stocks are traded over the counter. Thus, the liquidity of the stocks is low.</p>\n<p>In turn, due to the low liquidity, an investor might not be able to cash out at the right time. Furthermore, the low liquidity results in low trading volumes. Even small transactions can have a massive impact on the price of these stocks.</p>\n<p>Still, you will be amazed to find out how many amazing stocks are on this list. None of these companies is an <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) or a <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>).</p>\n<p>However, they are interesting performers that have caught the attention of Reddit users, who have become one of<i>the</i>most potent forces on Wall Street recently.</p>\n<p>So, without further ado, here are seven names that are making a major impact on the message boards recently.</p>\n<ul>\n <li><b>Zomedica</b> (NYSEAMERICAN:<b><u>ZOM</u></b>)</li>\n <li><b>Ideanomics</b> (NASDAQ:<b><u>IDEX</u></b>)</li>\n <li><b>Genius Brands</b> (NASDAQ:<b><u>GNUS</u></b>)</li>\n <li><b>Naked Brand</b> (NASDAQ:<b><u>NAKD</u></b>)</li>\n <li><b>Globalstar</b> (NYSEAMERICAN:<b><u>GSAT</u></b>)</li>\n <li><b>Nokia</b> (NYSE:<b><u>NOK</u></b>)</li>\n <li><b>Applied Genetic Technologies</b> (NASDAQ:<b><u>AGTC</u></b>)</li>\n</ul>\n<p>Now, let’s dive in and take a closer look at each one.</p>\n<p><b>Zomedica (ZOM)</b></p>\n<p>Zomedica is a very interesting company.</p>\n<p>A development stage veterinary diagnostic and pharmaceutical company, it is known for its Truforma platform, a machine allowing veterinarians to conduct in-office diagnoses for common diseases affecting canine and feline companions. As a result of the machine, medical professionals can charge higher fees in quick time, increasing margins and reducing costs.</p>\n<p>The company has made only one sale; to Jason Berg, founder, and president of Guardian Veterinary Specialists, a 29,000-square-foot hospital in Brewster, New York.</p>\n<p>Reddit momentum can only help so much. To that end, it has inked a deal with Miller Veterinary Supply, one of America’s oldest wholesale distributors of pet supplies to veterinarians, to market Truforma.</p>\n<p>At the end of 2020, ZOM stock traded for around 23 cents per share. It went as high as $2.91 per share but is now trading under a buck. However, if last week is any indication, you should not treat this stock lightly.</p>\n<p><b>Ideanomics (IDEX)</b></p>\n<p>Considering the popularity of electric vehicle (EV) stocks from mid-2020 onwards, it is not surprising Ideanomics has made its way onto this list of penny stocks.</p>\n<p>Analyzing the company is a tough task. Professional wrestling scion Shane McMahon founded Ideanomics as a financial technology company in 2004. At that time, it was known as <b>China Broadband</b>. A lot of water has passed under the bridge since then and IDEX has gone through several iterations, pivoting in and out of high growth industries at a rapid pace. This has earned the company an unenviable position.</p>\n<p>Ideanomics operates two main divisions, Mobile Energy Global and Ideanomics Capital. The former helps customers get access to commercial electric vehicles, and the other offers fintech products.</p>\n<p>Again, it’s important to highlight Ideanomics is not a fundamentally sound company. However, considering the areas in which it invests, Reddit users will not lose interest in this one anytime soon.</p>\n<p><b>Genius Brands (GNUS)</b></p>\n<p>CEO Andy Heyward believes Genius Brands can become the <b>Netflix</b> (NASDAQ:<b>NFLX</b>) of children’s TV. That is an ambitious claim. However, if any company can pull it off, it stands to make a substantial amount of money.</p>\n<p>For now, Genius Brands does not have the numbers. What it does have our partnerships and licensing agreements with prominent brand names like Stan Lee, Arnold Schwarzenegger, to name a few. In fact, Schwarzenegger ha sinked an agreement to be a “significant investor,” in the kid’s media company.</p>\n<p>The company has made it a habit of sorts to issue fluff press releases that inevitably leads to a bump in the share price. It’s a classic case of “Sell the Sizzle, Not the Steak.” But in the long run, we need to see some traction on the bottom line.</p>\n<p><b>Naked Brand (NAKD)</b></p>\n<p>Reddit has acted like Santa Claus for a number of companies. However, there are few who will be as thankful as Naked Brand. The New Zealand-based company owes its resurgence largely to the r/WallStreetBets subreddit forum.</p>\n<p>At this point, I was fully expecting the company to desist, but in a show of power, the retail investors have given this intimate apparel retailer a new lease on life. Now, NAKD is back in full force and has put into motion a plan to transform itself into a digital enterprise instead of a brick-and-mortar business in Australia and New Zealand.</p>\n<p>Considering Reddit loved this penny stock even before this initiative, I can only imagine how high the stock can go now that there is a semblance of a story to back their ambitions.</p>\n<p><b>Globalstar (GSAT)</b></p>\n<p>You might have not heard of Globalstar but it’s a pretty solid tech penny stock. It offers two-way voice and data devices such as mobile voice and data satellite communications products.</p>\n<p>There are several names on a typical list of penny stocks that do not offer much of a story. However, that is not the case with Globalstar, it provides products and services that we use in our daily lives such as personal tracking, emergency location, and messaging solutions.</p>\n<p>Even without the Reddit-induced price action, this is a great company to have in your portfolio.</p>\n<p><b>Nokia (NOK)</b></p>\n<p>Many thought the Nokia story was over after it lost its epic smartphone battle with <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>). On the contrary, the Finnish multinational telecommunications company has not transformed itself into a 5G giant.</p>\n<p>In the last decade, Nokia has had several ups and downs. New CEO Pekka Lundmark has said that he wants to work against “complacency and accepting the status quo.” Those are bold words and harken back to the unfortunate circumstances that the multinational had to face as a result of its smartphone business debacle.</p>\n<p>However, investors can rest easy this time around. The company is aggressively buying the 5G spectrum, capital expenditures are healthy and its quarterly earnings are also moving in the right direction.</p>\n<p>Considering all of this, NOK stock becomes one of the safest investments out there.</p>\n<p><b>Applied Genetic Technologies (AGTC)</b></p>\n<p>Applied Genetic Technologies is a biotechnology company that utilizes a proprietary gene therapy platform to produce genetic therapies for patients. It was founded in 1999 and has meandered along since then.</p>\n<p>However, Redditors took an interest in the company recently and pushed up the share price to $9.67 a pop. As I write this, the stock is trading under five bucks again, highlighting the perils of investing in Reddit stocks.</p>\n<p>On a more positive note, the company recently announced additional data from its ongoing X-linked retinitis pigmentosa (XLRP) gene therapy Phase 1/2 trial. The data was positive, indicating an improved, durable response in retinal sensitivity.</p>\n<p>Like most Reddit penny stocks, AGTC is highly sensitive to news releases. So, you need to keep an eye on that section if you want to day trade this one.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Penny Stocks To Watch Before They Pop Due to Reddit Users</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\">\n7 Penny Stocks To Watch Before They Pop Due to Reddit Users\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 13:41 GMT+8 <a href=https://investorplace.com/2021/06/7-reddit-penny-stocks-to-watch-before-they-pop-zom-idex-gnus-nakd-gsat-nok-agtc/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Reddit users really like these small-cap stocks\nSource: Shutterstock\n“Meme stock mania” shows no signs of slowing down. The capacity of short-sellers to endure pain is being examined quite severely by...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-reddit-penny-stocks-to-watch-before-they-pop-zom-idex-gnus-nakd-gsat-nok-agtc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IDEX":"优点互动","NOK":"诺基亚","AGTC":"Applied Genetic Technologies Corporation","GSAT":"全球星","ZOM":"Zomedica Pharmaceuticals Corp."},"source_url":"https://investorplace.com/2021/06/7-reddit-penny-stocks-to-watch-before-they-pop-zom-idex-gnus-nakd-gsat-nok-agtc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149061517","content_text":"Reddit users really like these small-cap stocks\nSource: Shutterstock\n“Meme stock mania” shows no signs of slowing down. The capacity of short-sellers to endure pain is being examined quite severely by day traders driving up the share prices of meme stocks like AMC(NYSE:AMC) and GME(NYSE:GME). However, although these two stocks are trading places for the most popular Reddit stock out there, there are also plenty of penny stocks making waves on subreddits.\nNow you may be thinking if penny stocks are worth the trouble. A penny stock refers to a small company’s stock that trades for less than $5 per share.\nThey are not at the top of the list for value investors. Many of the penny stocks are traded over the counter. Thus, the liquidity of the stocks is low.\nIn turn, due to the low liquidity, an investor might not be able to cash out at the right time. Furthermore, the low liquidity results in low trading volumes. Even small transactions can have a massive impact on the price of these stocks.\nStill, you will be amazed to find out how many amazing stocks are on this list. None of these companies is an Amazon(NASDAQ:AMZN) or a Tesla(NASDAQ:TSLA).\nHowever, they are interesting performers that have caught the attention of Reddit users, who have become one ofthemost potent forces on Wall Street recently.\nSo, without further ado, here are seven names that are making a major impact on the message boards recently.\n\nZomedica (NYSEAMERICAN:ZOM)\nIdeanomics (NASDAQ:IDEX)\nGenius Brands (NASDAQ:GNUS)\nNaked Brand (NASDAQ:NAKD)\nGlobalstar (NYSEAMERICAN:GSAT)\nNokia (NYSE:NOK)\nApplied Genetic Technologies (NASDAQ:AGTC)\n\nNow, let’s dive in and take a closer look at each one.\nZomedica (ZOM)\nZomedica is a very interesting company.\nA development stage veterinary diagnostic and pharmaceutical company, it is known for its Truforma platform, a machine allowing veterinarians to conduct in-office diagnoses for common diseases affecting canine and feline companions. As a result of the machine, medical professionals can charge higher fees in quick time, increasing margins and reducing costs.\nThe company has made only one sale; to Jason Berg, founder, and president of Guardian Veterinary Specialists, a 29,000-square-foot hospital in Brewster, New York.\nReddit momentum can only help so much. To that end, it has inked a deal with Miller Veterinary Supply, one of America’s oldest wholesale distributors of pet supplies to veterinarians, to market Truforma.\nAt the end of 2020, ZOM stock traded for around 23 cents per share. It went as high as $2.91 per share but is now trading under a buck. However, if last week is any indication, you should not treat this stock lightly.\nIdeanomics (IDEX)\nConsidering the popularity of electric vehicle (EV) stocks from mid-2020 onwards, it is not surprising Ideanomics has made its way onto this list of penny stocks.\nAnalyzing the company is a tough task. Professional wrestling scion Shane McMahon founded Ideanomics as a financial technology company in 2004. At that time, it was known as China Broadband. A lot of water has passed under the bridge since then and IDEX has gone through several iterations, pivoting in and out of high growth industries at a rapid pace. This has earned the company an unenviable position.\nIdeanomics operates two main divisions, Mobile Energy Global and Ideanomics Capital. The former helps customers get access to commercial electric vehicles, and the other offers fintech products.\nAgain, it’s important to highlight Ideanomics is not a fundamentally sound company. However, considering the areas in which it invests, Reddit users will not lose interest in this one anytime soon.\nGenius Brands (GNUS)\nCEO Andy Heyward believes Genius Brands can become the Netflix (NASDAQ:NFLX) of children’s TV. That is an ambitious claim. However, if any company can pull it off, it stands to make a substantial amount of money.\nFor now, Genius Brands does not have the numbers. What it does have our partnerships and licensing agreements with prominent brand names like Stan Lee, Arnold Schwarzenegger, to name a few. In fact, Schwarzenegger ha sinked an agreement to be a “significant investor,” in the kid’s media company.\nThe company has made it a habit of sorts to issue fluff press releases that inevitably leads to a bump in the share price. It’s a classic case of “Sell the Sizzle, Not the Steak.” But in the long run, we need to see some traction on the bottom line.\nNaked Brand (NAKD)\nReddit has acted like Santa Claus for a number of companies. However, there are few who will be as thankful as Naked Brand. The New Zealand-based company owes its resurgence largely to the r/WallStreetBets subreddit forum.\nAt this point, I was fully expecting the company to desist, but in a show of power, the retail investors have given this intimate apparel retailer a new lease on life. Now, NAKD is back in full force and has put into motion a plan to transform itself into a digital enterprise instead of a brick-and-mortar business in Australia and New Zealand.\nConsidering Reddit loved this penny stock even before this initiative, I can only imagine how high the stock can go now that there is a semblance of a story to back their ambitions.\nGlobalstar (GSAT)\nYou might have not heard of Globalstar but it’s a pretty solid tech penny stock. It offers two-way voice and data devices such as mobile voice and data satellite communications products.\nThere are several names on a typical list of penny stocks that do not offer much of a story. However, that is not the case with Globalstar, it provides products and services that we use in our daily lives such as personal tracking, emergency location, and messaging solutions.\nEven without the Reddit-induced price action, this is a great company to have in your portfolio.\nNokia (NOK)\nMany thought the Nokia story was over after it lost its epic smartphone battle with Apple(NASDAQ:AAPL). On the contrary, the Finnish multinational telecommunications company has not transformed itself into a 5G giant.\nIn the last decade, Nokia has had several ups and downs. New CEO Pekka Lundmark has said that he wants to work against “complacency and accepting the status quo.” Those are bold words and harken back to the unfortunate circumstances that the multinational had to face as a result of its smartphone business debacle.\nHowever, investors can rest easy this time around. The company is aggressively buying the 5G spectrum, capital expenditures are healthy and its quarterly earnings are also moving in the right direction.\nConsidering all of this, NOK stock becomes one of the safest investments out there.\nApplied Genetic Technologies (AGTC)\nApplied Genetic Technologies is a biotechnology company that utilizes a proprietary gene therapy platform to produce genetic therapies for patients. It was founded in 1999 and has meandered along since then.\nHowever, Redditors took an interest in the company recently and pushed up the share price to $9.67 a pop. As I write this, the stock is trading under five bucks again, highlighting the perils of investing in Reddit stocks.\nOn a more positive note, the company recently announced additional data from its ongoing X-linked retinitis pigmentosa (XLRP) gene therapy Phase 1/2 trial. The data was positive, indicating an improved, durable response in retinal sensitivity.\nLike most Reddit penny stocks, AGTC is highly sensitive to news releases. So, you need to keep an eye on that section if you want to day trade this one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185592632,"gmtCreate":1623658621726,"gmtModify":1704207981440,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185592632","repostId":"2143785982","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369057200,"gmtCreate":1613992000800,"gmtModify":1704886560004,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369057200","repostId":"1149321056","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316345070,"gmtCreate":1611918817790,"gmtModify":1704865776615,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/316345070","repostId":"1107251468","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":316345070,"gmtCreate":1611918817790,"gmtModify":1704865776615,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/316345070","repostId":"1107251468","repostType":4,"repost":{"id":"1107251468","pubTimestamp":1611893118,"share":"https://ttm.financial/m/news/1107251468?lang=&edition=fundamental","pubTime":"2021-01-29 12:05","market":"sg","language":"en","title":"\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates","url":"https://stock-news.laohu8.com/highlight/detail?id=1107251468","media":"Reuters","summary":"NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked rol","content":"<p>NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and potentially create a headache for the broader market, analysts said.</p><p>Market watchers identified dozens of stocks potentially vulnerable to extreme volatility after a buying spree from an army of retail traders in recent days prompted hedge funds to unwind their bets against GameStop and other companies, fueling surges in their share prices in a phenomenon known as a “short squeeze.”</p><p>“Unfortunately, it’s definitely not a one-off thing,” said Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The type of activity that drove that higher, I believe, has caused people to try to duplicate that in other names.”</p><p>J.P. Morgan earlier this week named 45 stocks that may be susceptible to short squeezes and similar “fragility events,” including real estate company Macerich Co, restaurant chain Cheesecake Factory Inc and clothing subscription service Stitch Fix Inc.</p><p>Like GameStop, American Airlines Group Inc, AMC Entertainment Holdings Inc and others that have recently become targets of retail traders in recent days, all the stocks have high short interest ratios.</p><p>That means a large percentage of investors have borrowed the stock to sell it in anticipation that they will be able to buy it back at a lower price and profit on the trade. But if the stock rises sharply, those investors may be forced to buy back the stock at a loss.</p><p>“The unfortunate events in GameStop this week may be building a dangerous precedent for markets whereby retail investors act en masse to leverage their buying powers to spark fragility events,” analysts at J.P. Morgan said in a note.</p><p>Using derivatives and coordinating buying on websites such as the Reddit forum wallstreetbets, retail investors have had an outsize impact on markets in recent months. Hedge funds Melvin Capital Management and Citron Capital closed out short positions in GameStop earlier this week after buying pressure pushed up the company’s shares.</p><p>GameStop shares were recently down 25% on Thursday as retail brokerages Robinhood Markets Inc and Interactive Brokers Inc, restricted purchases of the stock, along with several others that have catapulted in recent days, including AMC Entertainment Group Inc and BlackBerry Ltd.. Even so, the video game retailer’s shares have gained more than 500% since last Thursday.</p><p>Barring wider trading restrictions, similar patterns could play out over several weeks as short sellers unwind their bets, said Michael Purves, chief executive of Tallbacken Capital Advisors.</p><p>Some firms run strategies that involve holding both long and short positions on a stock, he said, and as a result, certain stocks could see a surge and then a sharp drop as those firms adjust their positions. That process could put pressure on stocks more broadly and contribute to market volatility.</p><p>“I do think the contagion risk is real,” Purves said. “Any stock that is heavily shorted is exposed to getting GameStopped.”</p>","source":"lsy1601381805984","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>\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates</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\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 12:05 GMT+8 <a href=https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and ...</p>\n\n<a href=\"https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107251468","content_text":"NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and potentially create a headache for the broader market, analysts said.Market watchers identified dozens of stocks potentially vulnerable to extreme volatility after a buying spree from an army of retail traders in recent days prompted hedge funds to unwind their bets against GameStop and other companies, fueling surges in their share prices in a phenomenon known as a “short squeeze.”“Unfortunately, it’s definitely not a one-off thing,” said Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The type of activity that drove that higher, I believe, has caused people to try to duplicate that in other names.”J.P. Morgan earlier this week named 45 stocks that may be susceptible to short squeezes and similar “fragility events,” including real estate company Macerich Co, restaurant chain Cheesecake Factory Inc and clothing subscription service Stitch Fix Inc.Like GameStop, American Airlines Group Inc, AMC Entertainment Holdings Inc and others that have recently become targets of retail traders in recent days, all the stocks have high short interest ratios.That means a large percentage of investors have borrowed the stock to sell it in anticipation that they will be able to buy it back at a lower price and profit on the trade. But if the stock rises sharply, those investors may be forced to buy back the stock at a loss.“The unfortunate events in GameStop this week may be building a dangerous precedent for markets whereby retail investors act en masse to leverage their buying powers to spark fragility events,” analysts at J.P. Morgan said in a note.Using derivatives and coordinating buying on websites such as the Reddit forum wallstreetbets, retail investors have had an outsize impact on markets in recent months. Hedge funds Melvin Capital Management and Citron Capital closed out short positions in GameStop earlier this week after buying pressure pushed up the company’s shares.GameStop shares were recently down 25% on Thursday as retail brokerages Robinhood Markets Inc and Interactive Brokers Inc, restricted purchases of the stock, along with several others that have catapulted in recent days, including AMC Entertainment Group Inc and BlackBerry Ltd.. Even so, the video game retailer’s shares have gained more than 500% since last Thursday.Barring wider trading restrictions, similar patterns could play out over several weeks as short sellers unwind their bets, said Michael Purves, chief executive of Tallbacken Capital Advisors.Some firms run strategies that involve holding both long and short positions on a stock, he said, and as a result, certain stocks could see a surge and then a sharp drop as those firms adjust their positions. That process could put pressure on stocks more broadly and contribute to market volatility.“I do think the contagion risk is real,” Purves said. “Any stock that is heavily shorted is exposed to getting GameStopped.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369057200,"gmtCreate":1613992000800,"gmtModify":1704886560004,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369057200","repostId":"1149321056","repostType":4,"repost":{"id":"1149321056","pubTimestamp":1613976796,"share":"https://ttm.financial/m/news/1149321056?lang=&edition=fundamental","pubTime":"2021-02-22 14:53","market":"us","language":"en","title":"Palantir: Estimates And Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1149321056","media":"seekingalpha","summary":"Summary\n\nPalantir has all the characteristics of a great business.\nLet's assume Palantir is going to","content":"<p>Summary</p>\n<ul>\n <li>Palantir has all the characteristics of a great business.</li>\n <li>Let's assume Palantir is going to be as successful as the FAANGM companies over the next decade; how should we value Palantir today?</li>\n <li>The market is pricing in a lot of success; it will be difficult for Palantir to exceed investor expectations over the next ten years.</li>\n <li>At a $54 billion market cap, Palantir is offering market-average returns at best while carrying meaningful valuation risk.</li>\n</ul>\n<p>Palantir (PLTR) has all the makings of a successful business. The company has a game-changing product, limited direct competition, the ability to scale efficiently, and a long runway for growth. I have seen multiple analyses that suggest PLTR will be the next FAANGM stock. Let's assume PLTR achieves the levels of success reached by Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG), and Microsoft (MSFT); how should we think about PLTR's valuation today? In this article, I will use the historical performance of the FAANGM stocks to benchmark potential outcomes for PLTR and discussion the company's valuation.</p>\n<p><b>A Quick Overview of Palantir</b></p>\n<p>PLTR has developed a software platform that can generate actionable insights from large, unstructured datasets. The main application of this software thus far has been to provide the United States government and its allies with tools to make strategic military decisions based on data collected in the field. PLTR also services customers in other industries, such as the healthcare, manufacturing, and energy sectors. The company's platform can provide value to any customer with a lot of data and a desire to make better business decisions. As such, PLTR is well positioned to take advantage of growing demand for artificial intelligence, \"Big Data\" solutions, and systematic decision making.</p>\n<p>PLTR has the qualities I look for in an attractive business model. Their platform provides a tangible benefit to their customers, as evidenced by their high-profile book of business. The value derived from PLTR's platform is hard to quantify; how much is preventing a terrorist attack worth to the US government? This is a positive because it allows pricing to be more ambiguous and makes it difficult for other companies to compete on price. When the US military buys bullets, price is the only thing to compete on (beyond a basic level of quality). How do you quantify the exact value of good intelligence? PLTR can charge higher prices for a higher quality product and that provides a competitive advantage over the long term.</p>\n<p>As a software-heavy company, PLTR has the ability to scale efficiently to meet increased demand without needing to invest a lot of new capital into the business.</p>\n<p>Finally, the company has a long runway for growth, with a successful product suite established in the market and a plethora of adjacent industries that could benefit from PLTR's product offering. I am comfortable saying PLTR is a great business. The question is how much should we pay today for the company's shares?</p>\n<p><b>FAANGM Performance as a Benchmark</b></p>\n<p>To get a sense of what a fair valuation for PLTR might be, I wanted to look at some of the most successful technology companies of the last few decades and use them as a benchmark for PLTR's future prospects. If PLTR has the potential to be the next Amazon, Google, or Facebook, I wanted to get more familiar with how those successful companies grew and performed over time and use that information to build a valuation framework for PLTR. I compiled the following data, with a particular focus on compound revenue growth rates over different time periods:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1794cd64edb9d2cf465bd93ca4613257\" tg-width=\"640\" tg-height=\"165\"><span>(Source: Author's Spreadsheet Compiled from Company Filings)</span></p>\n<p>I wanted to look at the company's compound annual growth rate of revenue over a variety of time periods to try and get a sense of how growth rates changed as the companies matured and grew. I settled on the trailing revenue growth rates over the last five and ten years, as well as the growth rate since the company's IPO and the company's first ten years as a public company. I acknowledge that using rates based on IPO date doesn't take into account the size of the company when it went public. I realize that these companies all have different business models and are not perfect comparisons to PLTR. Finally, I understand P/E and P/S ratios are more subjective than the revenue growth values. All that being said, I think looking at the aggregate median values of the FAANGM stocks provides a good starting benchmark for revenue and profitability estimates.</p>\n<p><b>Palantir Valuation Scenarios</b></p>\n<p>Using the data above, we can map out different valuation scenarios for PLTR, assuming that it performs as well as the median FAANGM company. This means we assume that PLTR eventually reaches a net margin of 22%, is awarded a P/E ratio of 36 by the market, and grows revenue at a compound rate between 24-45%. PLTR reported $1.1 billion in revenue for 2020 and at the time of this writing has a market cap of $54 billion. I take a long-term view in the following scenarios and assume an investor holds PLTR for ten years.</p>\n<p>What scenario to choose depends on what stage of growth you believe PLTR is currently in. Given that PLTR went public in the last year, we can start by treating PLTR as an early-stage company and use the FAANGM median growth rate over the first ten years as a public company (45%). In that case, Palantir's expected returns are above-average; an investor today would expect to earn an annual compounded return of 21% over the next ten years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16a98f252b09771038babb2096895962\" tg-width=\"815\" tg-height=\"627\"><span>(Source: Author's Spreadsheet)</span></p>\n<p>Another option is to use the median revenue growth rate since IPO, treating PLTR as a moderately mature company. In this case, we would use an annual revenue growth rate of 35%. Moving from a rate of 45% to 35% drops an investor's annual rate of return down to 12%, much closer to the historical market average.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75d86a5b8ac1fd5b09bdfe1e607580b\" tg-width=\"814\" tg-height=\"625\"><span>(Source: Author's Spreadsheet)</span></p>\n<p>Finally, we could treat PLTR as a mature (but still exceptional) company and use the median 10-year trailing revenue growth rate of 24%. This scenario results in negligible annual return for investors:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63f249ea7966b4bc3fed90d01c49c315\" tg-width=\"817\" tg-height=\"626\"><span>(Source: Author's Spreadsheet)</span></p>\n<p>The primary conclusion that I draw from these scenarios is that the market is pricing a lot of future success into PLTR's current market valuation. If we use the term \"fair value\" to mean the price at which at which a company is expected to deliver average market returns, then the market is saying that PLTR's fair value is that of a middle-aged FAANGM company. The market is already valuing PLTR as though it knows for sure that the company will be as successful as the median FAANGM stock. It is certainly possible that PLTR could exceed even these high expectations, but investors at today's share price need to be clear that the bar for PLTR's future performance is set very high.</p>\n<p><b>Caveats and Risks</b></p>\n<p>There are two major caveats to the valuation scenarios in this article. First, we started with the assumption that PLTR will be as successful as the FAANGM companies. This is a very large assumption and is impacted by hindsight and survivorship bias. It was very difficult for the FAANGM companies to achieve the success they did, and there were many other promising companies that failed to reach that level of success despite early momentum. The valuation scenarios above suggest that even if we take PLTR's success as a given, the company is only expected to generate average or slightly above average returns over the next decade. Acknowledging that PLTR's success is not a given and adding some sort of discounting mechanism implies that the more probable outcome is below-average expected returns over the next decade.</p>\n<p>The second caveat is that market sentiment is going to play an outsized role in the success or failure of a PLTR investment. The median P/E ratio of the FAANGM stocks is 36 today, but the max is a whopping 97 and there is no rule that says the market must assign earnings or sales ratios within any kind of range. I am confident that PTR's won't be earning $1 trillion in revenue by 2030, but I am less confident saying the market won't decide to give PLTR a P/E ratio of 200. On the other side of the coin, there is nothing stopping the market from growing pessimistic on PLTR's prospects and dropping the P/E ratio to 20, which would be a disaster for PLTR investors. All that to say I think it is possible to build a reasonable range of estimates for PLTR's financial performance over the next decade, but I have a much harder time estimating investor sentiment. PLTR shares could get bid up to $100/share next month and I would have no response to offer other than \"I think the market is wrong to be this optimistic.\"</p>\n<p><b>Conclusion</b></p>\n<p>It is a good exercise to translate growth expectations into quantitative valuation scenarios. PLTR has a great business model, but investors should still be wary of overpaying for the company. I think more traditional value investors (myself included) can fall into the trap of not appreciating how great a company can be in the future, even one that looks overvalued on a trailing basis. At the same time, I think growth investors can be too quick to ignore valuations once they have identified a promising company. I think PLTR has a bright future ahead of it, but the valuations above suggest that the stock will produce only slightly above average returns in the best scenarios and risk significant drawdowns if the company hits any bumps along the way or investor sentiment shifts. PLTR could be as big a success as Google or Apple and still disappoint investors over the long term. Despite the potential for above average returns, I don't think the risk/reward profile for PLTR is favorable and I will not be a buyer at the current share price.</p>","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: Estimates And Expectations</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: Estimates And Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 14:53 GMT+8 <a href=https://seekingalpha.com/article/4407785-palantir-estimates-and-expectations><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir has all the characteristics of a great business.\nLet's assume Palantir is going to be as successful as the FAANGM companies over the next decade; how should we value Palantir today?\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4407785-palantir-estimates-and-expectations\">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/4407785-palantir-estimates-and-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149321056","content_text":"Summary\n\nPalantir has all the characteristics of a great business.\nLet's assume Palantir is going to be as successful as the FAANGM companies over the next decade; how should we value Palantir today?\nThe market is pricing in a lot of success; it will be difficult for Palantir to exceed investor expectations over the next ten years.\nAt a $54 billion market cap, Palantir is offering market-average returns at best while carrying meaningful valuation risk.\n\nPalantir (PLTR) has all the makings of a successful business. The company has a game-changing product, limited direct competition, the ability to scale efficiently, and a long runway for growth. I have seen multiple analyses that suggest PLTR will be the next FAANGM stock. Let's assume PLTR achieves the levels of success reached by Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix (NFLX), Google (GOOG), and Microsoft (MSFT); how should we think about PLTR's valuation today? In this article, I will use the historical performance of the FAANGM stocks to benchmark potential outcomes for PLTR and discussion the company's valuation.\nA Quick Overview of Palantir\nPLTR has developed a software platform that can generate actionable insights from large, unstructured datasets. The main application of this software thus far has been to provide the United States government and its allies with tools to make strategic military decisions based on data collected in the field. PLTR also services customers in other industries, such as the healthcare, manufacturing, and energy sectors. The company's platform can provide value to any customer with a lot of data and a desire to make better business decisions. As such, PLTR is well positioned to take advantage of growing demand for artificial intelligence, \"Big Data\" solutions, and systematic decision making.\nPLTR has the qualities I look for in an attractive business model. Their platform provides a tangible benefit to their customers, as evidenced by their high-profile book of business. The value derived from PLTR's platform is hard to quantify; how much is preventing a terrorist attack worth to the US government? This is a positive because it allows pricing to be more ambiguous and makes it difficult for other companies to compete on price. When the US military buys bullets, price is the only thing to compete on (beyond a basic level of quality). How do you quantify the exact value of good intelligence? PLTR can charge higher prices for a higher quality product and that provides a competitive advantage over the long term.\nAs a software-heavy company, PLTR has the ability to scale efficiently to meet increased demand without needing to invest a lot of new capital into the business.\nFinally, the company has a long runway for growth, with a successful product suite established in the market and a plethora of adjacent industries that could benefit from PLTR's product offering. I am comfortable saying PLTR is a great business. The question is how much should we pay today for the company's shares?\nFAANGM Performance as a Benchmark\nTo get a sense of what a fair valuation for PLTR might be, I wanted to look at some of the most successful technology companies of the last few decades and use them as a benchmark for PLTR's future prospects. If PLTR has the potential to be the next Amazon, Google, or Facebook, I wanted to get more familiar with how those successful companies grew and performed over time and use that information to build a valuation framework for PLTR. I compiled the following data, with a particular focus on compound revenue growth rates over different time periods:\n(Source: Author's Spreadsheet Compiled from Company Filings)\nI wanted to look at the company's compound annual growth rate of revenue over a variety of time periods to try and get a sense of how growth rates changed as the companies matured and grew. I settled on the trailing revenue growth rates over the last five and ten years, as well as the growth rate since the company's IPO and the company's first ten years as a public company. I acknowledge that using rates based on IPO date doesn't take into account the size of the company when it went public. I realize that these companies all have different business models and are not perfect comparisons to PLTR. Finally, I understand P/E and P/S ratios are more subjective than the revenue growth values. All that being said, I think looking at the aggregate median values of the FAANGM stocks provides a good starting benchmark for revenue and profitability estimates.\nPalantir Valuation Scenarios\nUsing the data above, we can map out different valuation scenarios for PLTR, assuming that it performs as well as the median FAANGM company. This means we assume that PLTR eventually reaches a net margin of 22%, is awarded a P/E ratio of 36 by the market, and grows revenue at a compound rate between 24-45%. PLTR reported $1.1 billion in revenue for 2020 and at the time of this writing has a market cap of $54 billion. I take a long-term view in the following scenarios and assume an investor holds PLTR for ten years.\nWhat scenario to choose depends on what stage of growth you believe PLTR is currently in. Given that PLTR went public in the last year, we can start by treating PLTR as an early-stage company and use the FAANGM median growth rate over the first ten years as a public company (45%). In that case, Palantir's expected returns are above-average; an investor today would expect to earn an annual compounded return of 21% over the next ten years:\n(Source: Author's Spreadsheet)\nAnother option is to use the median revenue growth rate since IPO, treating PLTR as a moderately mature company. In this case, we would use an annual revenue growth rate of 35%. Moving from a rate of 45% to 35% drops an investor's annual rate of return down to 12%, much closer to the historical market average.\n(Source: Author's Spreadsheet)\nFinally, we could treat PLTR as a mature (but still exceptional) company and use the median 10-year trailing revenue growth rate of 24%. This scenario results in negligible annual return for investors:\n(Source: Author's Spreadsheet)\nThe primary conclusion that I draw from these scenarios is that the market is pricing a lot of future success into PLTR's current market valuation. If we use the term \"fair value\" to mean the price at which at which a company is expected to deliver average market returns, then the market is saying that PLTR's fair value is that of a middle-aged FAANGM company. The market is already valuing PLTR as though it knows for sure that the company will be as successful as the median FAANGM stock. It is certainly possible that PLTR could exceed even these high expectations, but investors at today's share price need to be clear that the bar for PLTR's future performance is set very high.\nCaveats and Risks\nThere are two major caveats to the valuation scenarios in this article. First, we started with the assumption that PLTR will be as successful as the FAANGM companies. This is a very large assumption and is impacted by hindsight and survivorship bias. It was very difficult for the FAANGM companies to achieve the success they did, and there were many other promising companies that failed to reach that level of success despite early momentum. The valuation scenarios above suggest that even if we take PLTR's success as a given, the company is only expected to generate average or slightly above average returns over the next decade. Acknowledging that PLTR's success is not a given and adding some sort of discounting mechanism implies that the more probable outcome is below-average expected returns over the next decade.\nThe second caveat is that market sentiment is going to play an outsized role in the success or failure of a PLTR investment. The median P/E ratio of the FAANGM stocks is 36 today, but the max is a whopping 97 and there is no rule that says the market must assign earnings or sales ratios within any kind of range. I am confident that PTR's won't be earning $1 trillion in revenue by 2030, but I am less confident saying the market won't decide to give PLTR a P/E ratio of 200. On the other side of the coin, there is nothing stopping the market from growing pessimistic on PLTR's prospects and dropping the P/E ratio to 20, which would be a disaster for PLTR investors. All that to say I think it is possible to build a reasonable range of estimates for PLTR's financial performance over the next decade, but I have a much harder time estimating investor sentiment. PLTR shares could get bid up to $100/share next month and I would have no response to offer other than \"I think the market is wrong to be this optimistic.\"\nConclusion\nIt is a good exercise to translate growth expectations into quantitative valuation scenarios. PLTR has a great business model, but investors should still be wary of overpaying for the company. I think more traditional value investors (myself included) can fall into the trap of not appreciating how great a company can be in the future, even one that looks overvalued on a trailing basis. At the same time, I think growth investors can be too quick to ignore valuations once they have identified a promising company. I think PLTR has a bright future ahead of it, but the valuations above suggest that the stock will produce only slightly above average returns in the best scenarios and risk significant drawdowns if the company hits any bumps along the way or investor sentiment shifts. PLTR could be as big a success as Google or Apple and still disappoint investors over the long term. Despite the potential for above average returns, I don't think the risk/reward profile for PLTR is favorable and I will not be a buyer at the current share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185595685,"gmtCreate":1623658677447,"gmtModify":1704207982910,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185595685","repostId":"1149061517","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185592632,"gmtCreate":1623658621726,"gmtModify":1704207981440,"author":{"id":"3560953666963611","authorId":"3560953666963611","authorIdStr":"3560953666963611","name":"Joash","avatar":"https://static.tigerbbs.com/c56351a525cbf56c87b09c8b95724222","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560953666963611"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185592632","repostId":"2143785982","repostType":4,"repost":{"id":"2143785982","pubTimestamp":1623651978,"share":"https://ttm.financial/m/news/2143785982?lang=&edition=fundamental","pubTime":"2021-06-14 14:26","market":"us","language":"en","title":"3 Reasons Roku Will Keep Growing Faster in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2143785982","media":"Motley Fool","summary":"The streaming video platform company has long-term tailwinds.","content":"<p><b>Roku</b>'s (NASDAQ:ROKU) active accounts and streaming hours exploded in 2020 amid the coronavirus pandemic, and its outlook for 2021 is still strong. In Roku's first-quarter letter to shareholders, management wrote, \"we expect net adds of both active accounts and streaming hours to be above pre-COVID-19 levels.\" Management also anticipates an uptick in streaming hours per account over 2020.</p>\n<p>Here are three reasons management is so confident about the company's continued growth even as more out-of-home entertainment options become available again.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec19c2416d561ebc17e5c5ee47f1d17e\" tg-width=\"700\" tg-height=\"417\"><span>Image source: Roku.</span></p>\n<h2><b>1. New streaming services</b></h2>\n<p>Several high-profile streaming services entered the market in late 2019 and 2020. However, <b>Comcast</b>'s Peacock and <b>AT&T</b>'s HBO Max didn't actually show up on Roku devices until late last year.</p>\n<p>On top of that, <b>Discovery</b> launched Discovery+ at the start of this year, and a CNN+ streaming service could be in the works as well.</p>\n<p>This summer, Peacock will stream a large amount of Olympic Games content, which could boost its popularity and draw more users to Roku devices. (As of June, Peacock still doesn't have a deal with Amazon Fire TV.)</p>\n<p>Broadly speaking, media companies are adopting direct-to-consumer streaming and making more of their content available on connected-TV platforms. And Roku is investing in content for its Roku Channel. With more content available to stream than ever before, it should see an increase in user engagement.</p>\n<h2><b>2. International growth</b></h2>\n<p>While Roku is already the most popular connected-TV platform in the U.S., it's still in the early days of its international expansion. Management is following the same playbook in foreign markets as it did domestically: first scale its user base, then increase engagement, and then improve monetization.</p>\n<p>So far, it's working well. In Canada -- <a href=\"https://laohu8.com/S/AONE\">one</a> of the first international markets it pushed into -- it's already the No. 1 smart TV platform. In Mexico, it's No. 2, and has the top-licensed smart TV OS.</p>\n<p>Roku has an additional advantage in international markets: Viewers in those markets are more prone to engage with ad-supported content versus subscription services. Those services are a bigger focus for Roku than they are for its competitors, and The Roku Channel gives it an additional leg up. That streaming service is currently available in Canada and the U.K., as well as the U.S.</p>\n<p>As Roku continues to establish itself in international markets like the U.K. and Brazil, it's well-positioned for strong account growth even compared to a couple of years ago.</p>\n<h2><b>3. The continued shift in media consumption patterns</b></h2>\n<p>Roku operates under the assumption that all TV will become streaming media. That said, Americans spent an average of 3.5 hours per day watching traditional TV in 2020, according to an estimate from eMarketer. The analysts expect TV viewing to decline by 16 minutes per day this year, and about half of that time will be shifted into consuming media on connected devices and platforms like Roku's.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> factors are driving the decline in traditional TV viewing. First is a shift among cable subscribers from watching linear TV to viewing more on-demand streaming content. Second, and more importantly, cord-cutting is on course to accelerate in 2021, and that trend is forecast to continue throughout the decade. Those trends should combine to produce a sustained shift in viewership from traditional TV to streaming programming.</p>\n<p>Also, in 2021, U.S. audiences are likely to have less interest in news programming -- absent a raging pandemic and a presidential election -- and more interest in entertainment, which is best served via streaming. That should produce greater engagement among Roku users regardless, but when you factor in the increased number of streaming options, average engagement on Roku should still climb compared to 2020. Add in the potential for strong international growth, and 2021 should be another year of rapid growth in users and engagement for Roku.</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>3 Reasons Roku Will Keep Growing Faster in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Roku Will Keep Growing Faster in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 14:26 GMT+8 <a href=https://www.fool.com/investing/2021/06/13/3-reasons-roku-will-keep-growing-faster-in-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku's (NASDAQ:ROKU) active accounts and streaming hours exploded in 2020 amid the coronavirus pandemic, and its outlook for 2021 is still strong. In Roku's first-quarter letter to shareholders, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/13/3-reasons-roku-will-keep-growing-faster-in-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2021/06/13/3-reasons-roku-will-keep-growing-faster-in-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143785982","content_text":"Roku's (NASDAQ:ROKU) active accounts and streaming hours exploded in 2020 amid the coronavirus pandemic, and its outlook for 2021 is still strong. In Roku's first-quarter letter to shareholders, management wrote, \"we expect net adds of both active accounts and streaming hours to be above pre-COVID-19 levels.\" Management also anticipates an uptick in streaming hours per account over 2020.\nHere are three reasons management is so confident about the company's continued growth even as more out-of-home entertainment options become available again.\nImage source: Roku.\n1. New streaming services\nSeveral high-profile streaming services entered the market in late 2019 and 2020. However, Comcast's Peacock and AT&T's HBO Max didn't actually show up on Roku devices until late last year.\nOn top of that, Discovery launched Discovery+ at the start of this year, and a CNN+ streaming service could be in the works as well.\nThis summer, Peacock will stream a large amount of Olympic Games content, which could boost its popularity and draw more users to Roku devices. (As of June, Peacock still doesn't have a deal with Amazon Fire TV.)\nBroadly speaking, media companies are adopting direct-to-consumer streaming and making more of their content available on connected-TV platforms. And Roku is investing in content for its Roku Channel. With more content available to stream than ever before, it should see an increase in user engagement.\n2. International growth\nWhile Roku is already the most popular connected-TV platform in the U.S., it's still in the early days of its international expansion. Management is following the same playbook in foreign markets as it did domestically: first scale its user base, then increase engagement, and then improve monetization.\nSo far, it's working well. In Canada -- one of the first international markets it pushed into -- it's already the No. 1 smart TV platform. In Mexico, it's No. 2, and has the top-licensed smart TV OS.\nRoku has an additional advantage in international markets: Viewers in those markets are more prone to engage with ad-supported content versus subscription services. Those services are a bigger focus for Roku than they are for its competitors, and The Roku Channel gives it an additional leg up. That streaming service is currently available in Canada and the U.K., as well as the U.S.\nAs Roku continues to establish itself in international markets like the U.K. and Brazil, it's well-positioned for strong account growth even compared to a couple of years ago.\n3. The continued shift in media consumption patterns\nRoku operates under the assumption that all TV will become streaming media. That said, Americans spent an average of 3.5 hours per day watching traditional TV in 2020, according to an estimate from eMarketer. The analysts expect TV viewing to decline by 16 minutes per day this year, and about half of that time will be shifted into consuming media on connected devices and platforms like Roku's.\nTwo factors are driving the decline in traditional TV viewing. First is a shift among cable subscribers from watching linear TV to viewing more on-demand streaming content. Second, and more importantly, cord-cutting is on course to accelerate in 2021, and that trend is forecast to continue throughout the decade. Those trends should combine to produce a sustained shift in viewership from traditional TV to streaming programming.\nAlso, in 2021, U.S. audiences are likely to have less interest in news programming -- absent a raging pandemic and a presidential election -- and more interest in entertainment, which is best served via streaming. That should produce greater engagement among Roku users regardless, but when you factor in the increased number of streaming options, average engagement on Roku should still climb compared to 2020. Add in the potential for strong international growth, and 2021 should be another year of rapid growth in users and engagement for Roku.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
