赚了就跑22222 personal page - To The Moon

赚了就跑22222

赚了就跑22222

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赚了就跑22222

04-19

$Taiwan Semiconductor Manufacturing(TSM)$ [Smile] always trust

赚了就跑22222

03-22

$Taiwan Semiconductor Manufacturing(TSM)$ Hold for long term. No panic

赚了就跑22222

02-28

$Intel(INTC)$ Wake me up when it back to $50

赚了就跑22222

2022-09-01

$Nano Dimension(NNDM)$💪💪💯💯

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赚了就跑22222

2022-09-01

Sick revenue!

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赚了就跑22222

2022-08-08

$Marin(MRIN)$squeeze

赚了就跑22222

2021-09-23

$AMC Entertainment(AMC)$Squid game?

赚了就跑22222

2021-09-08

Good

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赚了就跑22222

2021-09-01

$Vinco Ventures, Inc.(BBIG)$9.5

赚了就跑22222

2021-09-01

$Vinco Ventures, Inc.(BBIG)$hold or sell

赚了就跑22222

2021-05-28

100

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赚了就跑22222

2021-05-24

NNDM is a good choice

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赚了就跑22222

2021-03-23

Some of these do have potential in the future. Don’t anyhow judge

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赚了就跑22222

2021-03-08

Rest assured! Everything will be fine

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Go to Tiger App to see more news

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$50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278917304439072","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939902273,"gmtCreate":1662037338094,"gmtModify":1676536679131,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$</a>💪💪💯💯","listText":"<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$</a>💪💪💯💯","text":"$Nano Dimension(NNDM)$💪💪💯💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939902273","repostId":"2264938296","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939902925,"gmtCreate":1662037283870,"gmtModify":1676536678717,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sick revenue!","listText":"Sick revenue!","text":"Sick revenue!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939902925","repostId":"2264299804","repostType":2,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904069821,"gmtCreate":1659960864766,"gmtModify":1703476390457,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MRIN\">$Marin(MRIN)$</a>squeeze&nbsp;","listText":"<a 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href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>9.5&nbsp;","listText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>9.5&nbsp;","text":"$Vinco Ventures, Inc.(BBIG)$9.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816234308","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818447865,"gmtCreate":1630440332357,"gmtModify":1676530302601,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>hold or sell","listText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>hold or sell","text":"$Vinco Ventures, Inc.(BBIG)$hold or sell","images":[{"img":"https://static.tigerbbs.com/30e1e48d12f666b807fbd38e3f740820","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/818447865","isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576206717161677","authorId":"3576206717161677","name":"Marcooseee","avatar":"https://static.tigerbbs.com/0bf5b103cb16fd1aaf5b58f29f34e20f","crmLevel":2,"crmLevelSwitch":1},"content":"depends on ur PT no point asking other's opinions. the squeeze is a bonus but im bullish on the company regardless of the squeeze","text":"depends on ur PT no point asking other's opinions. the squeeze is a bonus but im bullish on the company regardless of the squeeze","html":"depends on ur PT no point asking other's opinions. the squeeze is a bonus but im bullish on the company regardless of the squeeze"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134860281,"gmtCreate":1622216033643,"gmtModify":1704181757606,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"100","listText":"100","text":"100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134860281","repostId":"1157072297","repostType":2,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131683637,"gmtCreate":1621854976229,"gmtModify":1704363328810,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"NNDM is a good choice","listText":"NNDM is a good choice","text":"NNDM is a good choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/131683637","repostId":"2137797184","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353890081,"gmtCreate":1616476424343,"gmtModify":1704794590462,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Some of these do have potential in the future. Don’t anyhow judge&nbsp;","listText":"Some of these do have potential in the future. Don’t anyhow judge&nbsp;","text":"Some of these do have potential in the future. Don’t anyhow judge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353890081","repostId":"1108931651","repostType":2,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329378288,"gmtCreate":1615213040044,"gmtModify":1704779630189,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rest assured! Everything will be fine&nbsp;","listText":"Rest assured! Everything will be fine&nbsp;","text":"Rest assured! 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game?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863249743","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889044924,"gmtCreate":1631097310468,"gmtModify":1676530466410,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889044924","repostId":"1122690619","repostType":4,"repost":{"id":"1122690619","pubTimestamp":1631089771,"share":"https://www.laohu8.com/m/news/1122690619?lang=&edition=full","pubTime":"2021-09-08 16:29","market":"us","language":"en","title":"Nano Dimension inks collaboration to develop next generation of 3D printing systems","url":"https://stock-news.laohu8.com/highlight/detail?id=1122690619","media":"seekingalpha","summary":"Nano Dimension Ltd.  announces a collaboration with the Fraunhofer Institute for Manufacturing Engin","content":"<p><a href=\"https://laohu8.com/S/NNDM\">Nano Dimension Ltd.</a> &nbsp;announces&nbsp;a collaboration with the Fraunhofer Institute for Manufacturing Engineering and Automation IPA&nbsp;to develop the next generation of 3D printing systems.</p>\n<p>Under the two-year collaboration plan, Nano Dimension&nbsp;and Fraunhofer will focus on the research and development within the field of autonomous fabrication of electromechanical systems based on 3D freeform printing and the highest precision 3D assembly technologies.</p>\n<p>Further financial details of the collaboration were not disclosed.</p>\n<p>Nano Dimension shares up more than&nbsp;5%&nbsp;in premarket trading&nbsp;Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/f4059c8e1f4086f233c9727254e18227\" tg-width=\"969\" tg-height=\"572\" width=\"100%\" height=\"auto\"></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>Nano Dimension inks collaboration to develop next generation of 3D printing systems</title>\n<style 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}\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\">\nNano Dimension inks collaboration to develop next generation of 3D printing systems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 16:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3737712-nano-dimension-inks-collaboration-to-develop-next-generation-of-3d-printing-systems><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nano Dimension Ltd.  announces a collaboration with the Fraunhofer Institute for Manufacturing Engineering and Automation IPA to develop the next generation of 3D printing systems.\nUnder the two-year ...</p>\n\n<a href=\"https://seekingalpha.com/news/3737712-nano-dimension-inks-collaboration-to-develop-next-generation-of-3d-printing-systems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NNDM":"Nano Dimension Ltd."},"source_url":"https://seekingalpha.com/news/3737712-nano-dimension-inks-collaboration-to-develop-next-generation-of-3d-printing-systems","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122690619","content_text":"Nano Dimension Ltd.  announces a collaboration with the Fraunhofer Institute for Manufacturing Engineering and Automation IPA to develop the next generation of 3D printing systems.\nUnder the two-year collaboration plan, Nano Dimension and Fraunhofer will focus on the research and development within the field of autonomous fabrication of electromechanical systems based on 3D freeform printing and the highest precision 3D assembly technologies.\nFurther financial details of the collaboration were not disclosed.\nNano Dimension shares up more than 5% in premarket trading Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134860281,"gmtCreate":1622216033643,"gmtModify":1704181757606,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"100","listText":"100","text":"100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134860281","repostId":"1157072297","repostType":2,"repost":{"id":"1157072297","pubTimestamp":1622179098,"share":"https://www.laohu8.com/m/news/1157072297?lang=&edition=full","pubTime":"2021-05-28 13:18","market":"us","language":"en","title":"How Much Is Palantir Worth?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072297","media":"seekingalpha","summary":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.T","content":"<p><b>Summary</b></p><ul><li>PLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.</li><li>The company continues to forego GAAP profitability today in order to invest aggressively for the long term.</li><li>What are PLTR shares worth today? We detail our full valuation model.</li></ul><p>Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.</p><p>What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.</p><p><b>1. Qualitative Analysis</b></p><p>For a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:</p><ul><li><i>Strong Government-Backed Moat</i></li></ul><p>PLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.</p><p>In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.</p><p><img src=\"https://static.tigerbbs.com/76849a1437b60ad615d46d63da06e109\" tg-width=\"627\" tg-height=\"621\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>The contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.</p><p>This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:</p><blockquote><i>I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledge</i></blockquote><ul><li><i>Accelerating Foundry Growth</i></li></ul><p>PLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.</p><p>In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:</p><p>(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.</p><p>(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.</p><p>(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.</p><p>(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.</p><p>(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.</p><ul><li><i>Solid Balance Sheet</i></li></ul><p>With billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.</p><ul><li><i>Strong Brain Trust</i></li></ul><p>Operating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.</p><p><b>2. Quantitative Analysis</b></p><p>Now that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.</p><p>The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.</p><p><img src=\"https://static.tigerbbs.com/d5ac0eb66cdb91fcbb57a41107924119\" tg-width=\"448\" tg-height=\"203\" referrerpolicy=\"no-referrer\"><i>source</i></p><p>They view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.</p><p>Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.</p><p>We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.</p><p>While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.</p><p>As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.</p><p>Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.</p><p>Now that we have arrived at a revenue number, let's look at the profitability potential.</p><p>PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.</p><p>As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.</p><p>While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.</p><p>However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.</p><p>In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.</p><p>Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).</p><p>As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:</p><p><i>(1) Operating Margin:</i>The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.</p><p><i>(2) Growth Rates:</i>We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.</p><p>That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.</p><p>While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.</p><p>While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.</p><p>Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.</p><p><b>Investor Takeaway</b></p><p>PLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.</p><p>However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.</p><p>Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.</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>How Much Is Palantir Worth?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Is Palantir Worth?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-28 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4431750-how-much-is-palantir-worth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long...</p>\n\n<a href=\"https://seekingalpha.com/article/4431750-how-much-is-palantir-worth\">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/4431750-how-much-is-palantir-worth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1157072297","content_text":"SummaryPLTR has a wide moat Gotham business, and its Foundry business has massive growth potential.The company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? We detail our full valuation model.Oneof our fewand our highest conviction tech investments, Palantir(NYSE:PLTR)has a wide moat Gotham (government) business and its Foundry (commercial) business has massive growth potential. Despite posting fat adjusted gross margins, the company continues to forego GAAP profitability today in order to invest aggressively for the long term.What are PLTR shares worth today? In the following sections, we will attempt to give an estimate.1. Qualitative AnalysisFor a more thorough appraisal of the qualitative aspects of PLTR, please check out ourfull investment thesis. That said, in order to provide the proper context for our quantitative assumptions and analysis we will briefly outline our qualitative appraisal of the company here:Strong Government-Backed MoatPLTR's high-quality data analytics and artificial intelligence Gotham platform combine with its decades of successful partnership with US and US-aligned government agencies to give it a very strong competitive standing for winning additional government projects. As Big Data and A.I. grow in importance for national security in the years to come, we expect PLTR's share of the pie of government spending to only increase.In fact, itsQ1 resultsshowed exactly that with total government revenue surging by 76% year-over-year and US government business growing by an even faster 83%.sourceThe contracts it is winning include a 5-year contract worth up to $90 million to help protect and manage the U.S. nuclear stockpile, powering all 11 DoD combatant commands for major exercises, servicing other major defense contractors, and - most recently -expanding its Space Force partnership.This robust growth should continue for the foreseeable future as their total government revenue is less than 10 basis points of total US defense spending and senior US government personnel remain thrilled with their product. As Space Force Colonel Krolikowski stated in the wake of the expanded Space Force partnership:I’m excited about this partnership and the work we are doing to provide better data-driven decision making to our leadership. Palantir’s technology and framework has truly accelerated our ability to remove data stovepipes throughout the community and create actionable knowledgeAccelerating Foundry GrowthPLTR's other major platform - Foundry - is seeing accelerating growth in its pursuit of commercial contracts and it is investing aggressively in ensuring that momentum continues. In fact, PLTR expects that their Foundry business may one day become their largest source of revenue.In Q1, US commercial revenue grew by 72% and overall revenue grew by 49% year-over-year fueled by 11 new commercial customers coming on board and 29% growth in revenue per customer. Q2 should see similarly strong growth, with management forecasting 43% year-over-year growth with 30%+ annual growth expected through 2025 as management is pursuing multiple strategic growth initiatives:(1) Afree Foundry trialfor select companies to assist them with re-opening after COVID-19 and hopefully win their long-term business.(2) Investing heavily in growing and enhancing their sales team by adding nearly 50 sales personnel in Q1 with the expectation of growing by over 100 by year-end.(3) Buying equity in some of its smaller clients that it believes will be long-term winners while also creating a symbiotic relationship with them.(4)Exploringways to play a role with Bitcoin and the broader emergence of cryptocurrency.(5) Adapting their product and marketing to attract a wider range of businesses, thereby boosting their qualified pipeline by 2.5 times in the U.S. and U.K.Solid Balance SheetWith billions of dollars in cash on the balance sheet, minimal debt, and adjusted free cash flow positive, PLTR is well-capitalized and sufficiently liquid to continue investing aggressively in its growth initiatives.Strong Brain TrustOperating in a space where technical and innovative capabilities are the name of the game, PLTR is well-positioned to win given its ability to attract and retain the best and brightest minds in the industry.2. Quantitative AnalysisNow that we have established that PLTR is a high-quality company in virtually every respect with strong growth momentum and a lengthy runway, let's dig into numbers to see if we can get a sense of how much it is actually worth.The company is currently valued at an enterprise value of $38.4 billion as its market cap of $40.3 billion includes a substantial net cash position. The company is expected to generate ~$1.5 billion in revenue in 2021 and just over $1.9 billion in 2022. Meanwhile, its EBITDA is expected to come in at $363.2 million in 2021 and $508.3 million in 2022. By 2025, PLTR has an announced goal of achieving $4 billion in revenues.sourceThey view their total addressable market as currently being ~$119 billion and we expect this to grow rapidly as the quantity and role of data and A.I. are increasing quickly and PLTR continues to invest in developing new capabilities which should expand its sphere of addressable operations over time.Their government and commercial addressable markets are both roughly equivalent, and the U.S. government total addressable market is a whopping $26 billion currently. Given that we believe their US government business is by far their strongest, this is an important number for us to latch onto in our projections.We believe that the US will continue to place an ever-increasing amount of trust in PLTR as it desperately strives to defeat China in the A.I. race over the next several decades. Seeing that PLTR has already won some extremely important contracts with the US government, we expect them to be the odds-on favorites to win a large portion of the US total addressable market in the years to come.While we are optimistic that they will capture at least 25% of their current total addressable market from the U.S. government by the end of the decade and will see solid growth in their other business opportunities, they do face some stiff competition in the commercial space from companies like Microsoft (MSFT) and foreign governments - even if US-aligned - may be somewhat cautious of linking their critical government agencies to a US company.As a result, we see them capturing a more conservative 5% of current total addressable market in each of these categories over the next decade (which is quite conservative given that these total addressable markets will likely grow significantly during that span). In fact, the global big data market isexpected to growat a CAGR of 22.4% through 2030, with the North American big data market expected to grow at a 15.6% CAGR and Europe's big data market expected to grow at a CAGR of 19.1%, so they would only need to capture only a few percentage points of the total addressable market at that point to reach $10+ billion in revenue.Using these assumptions means that we expect their revenue to grow from ~$1.5 billion at year-end 2021 to ~$11 billion by the end of 2030. While this might sound ludicrous, we see little reason to expect their growth rate to slow after this year as they are making aggressive investments in their business and are only now starting to really ramp up their sales team while also partnering with vaunted sales teams at companies like IBM (IBM) and with Amazon's (AMZN) Web Services business to facilitate growth. To reach $11 billion by the end of 2030, they would only need to grow at an annualized 25% rate, which we believe is very doable given their aforementioned strengths and initiatives, particularly in the US government business, along with the fact that they are likely to not pay out any dividends or buy back shares over that period and instead continue investing aggressively in their business.Now that we have arrived at a revenue number, let's look at the profitability potential.PLTR demonstrated during Q1 that its operating profitability is improving rapidly. During Q1, they generated earnings-per-share of $0.04 as the adjusted gross margin expanded by 800 basis points year-over-year to 83% and the contribution margin soared by 1900 basis points to 60%.As a result, adjusted operating income improved $133 million year-over-year, coming in at $117 million in Q1 2021 (adjusted operating margin of 34%). Adjusted free cash flow was $151 million in Q1, good for a 44% adjusted free cash flow margin.While these numbers look fantastic as a 34% adjusted operating margin would imply ~$3.75 billion in operating income by 2030 which, given that they will likely still be growing by 20%+ annually at that point under our assumptions, would likely warrant a multiple of ~50x (depending on interest rates and overall macroeconomic conditions). As a result, the company would conservatively be worth ~$190 billion by 2030, making it a near 5x over the next 9 years (which would represent a ~20% CAGR to 2030). Under this assumption, PLTR should be worth an enterprise value of ~$85 billion today (which would represent a 9%-10% CAGR to 2030), which would put the shares at a fair value of between $45 and $50 today.However, this model overlooks one major negative factor that makes the adjusted free cash flow numbers misleading: stock-based compensation. While we do not take issue with this management practice given that it is being used to attract and retain the best talent in the industry without draining the company's cash pile that it needs to invest aggressively to win long-term in the space, it is still important to account for its impact when modeling the company's valuation.In Q1 2021, stock-based compensation and employer payroll taxes related to stock-based compensation totaled a whopping ~$230 million. While this figure will likely grow to some degree as the company continues to grow and add payroll, it will ultimately decline as a percentage of the total revenues as the company continues to grow. Stock-based compensation currently accounts for ~2.3% of the company's total equity valuation and we expect this to decline over time as the company will likely grow faster than its payroll.Therefore, through 2030, we conservatively estimate average annual dilution of ~1.5% from stock-based compensation and estimate it will be at $2 billion annually by 2030. This would leave GAAP operating income at just $1.75 billion in 2030, and, at a 50x multiple would imply the company would be worth just $87.5 billion at that point, making it a mere 2.3x from its present value. Adding in the dilutive impact of 1.5% annualized stock-based compensation and the estimated per-share value in 2030 would be $44, making it a double over a 9-year period (i.e., just a mediocre ~8% CAGR).As a result, it is reasonable to conclude that shares are currently fairly valued. However, at the same time, it is important to realize that there are two factors that will significantly impact this assessment:(1) Operating Margin:The company has significant momentum in improving its operating margins. As they continue to scale rapidly, there is a strong likelihood that operating margins will improve further. Of course, competition will also increase, so there will be pressure on gross margins. Ultimately, we expect them to reach an adjusted operating margin of 40% as rapid scaling should more than offset competitive pressures, especially in their government business, which should enjoy fatter margins than their narrower moat commercial business. This 600 basis point improvement alone would raise their estimated 2030 valuation by a whopping 37% and push their expected shareholder CAGR firmly into the double digits.(2) Growth Rates:We used somewhat conservative growth rate assumptions in our model as we do not want to bank on their commercial business becoming a powerhouse given that competition is likely to be stiff.That said, all of that stock-based compensation is going towards attracting and retaining some of the brightest data analytics, machine learning, and software engineering minds, which should not be underestimated. As a result, we would not be shocked at all to see them gain better headway in the commercial market than our initial model assumes and therefore significantly outperform their 2025 and our 2030 revenue estimates.While it is true that it is easier to sustain a high growth rate at their current (relatively) small size and that the bigger you scale the harder it is to sustain that growth rate, we also know that they are only know really trying to scale their sales team, they are reinvesting aggressively into their business, and the role of data, machine learning, and software is likely to explode exponentially in the coming decade, providing a massive tailwind to their growth.While we assume a 25% annualized growth rate through 2030 from the present, if they can simply increase that to 30%, their revenue will be closer to $16 billion, which in turn would likely lead to even higher operating margins and immensely higher operating income, making their stock-based compensation even a smaller portion of the pie and their upside potential immensely higher than it is perceived to be today.Of course, the downside risk is that their Foundry platform will fail to make any significant headway in the private sector, leading to dramatically declining growth rates and them having to continue leaning heavily on their government business. Such a scenario would lead to mediocre total returns as their revenue would likely only end up in the $8 billion range and - though their stock-based compensation would obviously be lower as well - their operating income would probably wind up being ~$1.5 billion, making the company worth only $75 billion, or presenting a mere mid-single digit CAGR through 2030 which would make it a rather unappealing comparative investment.Investor TakeawayPLTR is a great company and is very likely to remain a mission-critical component of US government technical infrastructure for the foreseeable future. That alone gives the business significant stability concerning its future and will likely lead to strong growth.However, stock-based compensation and lingering uncertainty about the long-term competitive strength of its Foundry platform are the main overhangs weighing on the stock right now. While we believe that the former overhang is a major key to positively resolving the latter uncertainty, only time will tell.Based on our assumptions of 25%+ annualized revenue growth through 2030, 40% adjusted operating margins in 2030, and $2 billion in 2030 stock-based compensation, we expect the company to be worth at least 3x what it is today and generate ~12%-13% annualized returns over that period, making it a buy today and a strong buy at $20 or less.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329378288,"gmtCreate":1615213040044,"gmtModify":1704779630189,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rest assured! Everything will be fine&nbsp;","listText":"Rest assured! Everything will be fine&nbsp;","text":"Rest assured! Everything will be fine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329378288","repostId":"1132314005","repostType":4,"repost":{"id":"1132314005","pubTimestamp":1615211001,"share":"https://www.laohu8.com/m/news/1132314005?lang=&edition=full","pubTime":"2021-03-08 21:43","market":"us","language":"en","title":"How to handle market declines","url":"https://stock-news.laohu8.com/highlight/detail?id=1132314005","media":"Capital Group","summary":"You wouldn’t be human if you didn’t fear loss.\nNobel Prize-winning psychologist Daniel Kahneman demo","content":"<p>You wouldn’t be human if you didn’t fear loss.</p>\n<p>Nobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people feel the pain of losing money more than they enjoy gains. The natural instinct is to flee the market when it starts to plummet, just as greed prompts people to jump back in when stocks are skyrocketing. Both can have negative impacts.</p>\n<p>But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. Here are seven principles that can help fight the urge to make emotional decisions in times of market turmoil.</p>\n<p><b>1. Market declines are part of investing</b></p>\n<p>Stocks have risen steadily for most of the last decade, but history tells us that stock market declines are an inevitable part of investing. The good news is that corrections (defined as a 10% or more decline), bear markets (an extended 20% or more decline) and other challenging patches haven’t lasted forever.</p>\n<p><img src=\"https://static.tigerbbs.com/de01aaa90e8493bebe0ce8650722d2a9\" tg-width=\"916\" tg-height=\"359\"></p>\n<p>The Standard &amp; Poor’s 500 Composite Index has typically dipped at least 10% about once a year, and 20% or more about every six years, according to data from 1950 to 2019. While past results are not predictive of future results, each downturn has been followed by a recovery and a new market high.</p>\n<p><b>2. Time in the market matters, not market timing</b></p>\n<p>No one can accurately predict short-term market moves, and investors who sit on the sidelines risk losing out on periods of meaningful price appreciation that follow downturns.</p>\n<p>Every S&amp;P 500 decline of 15% or more, from 1929 through 2019, has been followed by a recovery. The average return in the first year after each of these declines was 54%.</p>\n<p>Even missing out on just a few trading days can take a toll. A hypothetical investment of $1,000 in the S&amp;P 500 made in 2010 would have grown to more than $2,800 by the end of 2019. But if an investor missed just the 10 best trading days during that period, he or she would have ended up with 33% less.</p>\n<p><img src=\"https://static.tigerbbs.com/5f6b5b3ae6b57cc31f1af5aebbc17fa2\" tg-width=\"916\" tg-height=\"517\"></p>\n<p><b>3. Emotional investing can be hazardous</b></p>\n<p>Kahneman won his Nobel Prize in 2002 for his work in behavioral economics, a field that investigates how individuals make financial decisions. A key finding of behavioral economists is that people often act irrationally when making such choices.</p>\n<p>Emotional reactions to market events are perfectly normal. Investors should expect to feel nervous when markets decline, but it’s the actions taken during such periods that can mean the difference between investment success and shortfall.</p>\n<p><img src=\"https://static.tigerbbs.com/4ce214d221fe60c0d520aa334e3d7be7\" tg-width=\"916\" tg-height=\"448\"></p>\n<p>One way to encourage rational investment decision-making is to understand the fundamentals of&nbsp;behavioral economics. Recognizing behaviors like anchoring, confirmation bias and availability bias may help investors identify potential mistakes before they make them.</p>\n<p><b>4. Make a plan and stick to it</b></p>\n<p>Creating and adhering to a thoughtfully constructed investment plan is another way to avoid making short-sighted investment decisions — particularly when markets move lower. The plan should take into account a number of factors, including risk tolerance and short- and long-term goals.</p>\n<p>One way to avoid futile attempts to time the market is with dollar cost averaging, where a fixed amount of money is invested at regular intervals, regardless of market ups and downs. This approach creates a strategy in which more shares are purchased at lower prices and fewer shares are purchased at higher prices. Over time investors pay less, on average, per share. Regular investing does not ensure a profit or protect against loss. Investors should consider their willingness to keep investing when share prices are declining.</p>\n<p><img src=\"https://static.tigerbbs.com/c40068e959546f5e54c0a77a783a038b\" tg-width=\"916\" tg-height=\"501\"></p>\n<p>Retirement plans, to which investors make automatic contributions with every paycheck, are a prime example of dollar cost averaging.</p>\n<p><b>5. Diversification matters</b></p>\n<p>A diversified portfolio doesn’t guarantee profits or provide assurances that investments won’t decrease in value, but it does help lower risk. By spreading investments across a variety of asset classes, investors can buffer the effects of volatility on their portfolios. Overall returns won’t reach the highest highs of any single investment — but they won’t hit the lowest lows either.</p>\n<p>For investors who want to avoid some of the stress of downturns, diversification can help lower volatility.</p>\n<p><img src=\"https://static.tigerbbs.com/a6b891f36b43c3ca3b7f9285cf8d0ca4\" tg-width=\"916\" tg-height=\"645\"></p>\n<p><b>6. Fixed income can help bring balance</b></p>\n<p>Stocks are important building blocks of a diversified portfolio, but bonds can provide an essential counterbalance. That’s because bonds typically have low correlation to the stock market, meaning that they have tended to zig when the stock market zagged.</p>\n<p><img src=\"https://static.tigerbbs.com/890a63f81150f3bfa535786be314ddea\" tg-width=\"916\" tg-height=\"537\"></p>\n<p>What’s more, bonds with a low equity correlation can potentially help soften the impact of stock market losses on your overall portfolio. Funds providing this diversification can help create durable portfolios, and investors should seek bond funds with strong track records of positive returns through a variety of markets.</p>\n<p>Though bonds may not be able to match the growth potential of stocks, they have often shown resilience in past equity declines. For example, U.S. core bonds were flat or positive in five of the last six corrections.</p>\n<p><b>7. The market tends to reward long-term investors</b></p>\n<p>Is it reasonable to expect 30% returns every year? Of course not. And if stocks have moved lower in recent weeks, you shouldn’t expect that to be the start of a long-term trend, either. Behavioral economics tells us recent events carry an outsized influence on our perceptions and decisions.</p>\n<p>It’s always important to maintain a long-term perspective, but especially when markets are declining. Although stocks rise and fall in the short term, they’ve tended to reward investors over longer periods of time. Even including downturns, the S&amp;P 500’s average annual return over all 10-year periods from 1937 to 2019 was 10.47%.</p>\n<p><img src=\"https://static.tigerbbs.com/9a43c92755d55227a882d674690c39c3\" tg-width=\"795\" tg-height=\"532\"></p>\n<p>It’s natural for emotions to bubble up during periods of volatility. Those investors who can tune out the news and focus on their long-term goals are better positioned to plot out a wise investment strategy.</p>","source":"lsy1615210994562","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to handle market declines</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to handle market declines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 21:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.capitalgroup.com/advisor/insights/articles/handle-market-declines.html><strong>Capital Group</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You wouldn’t be human if you didn’t fear loss.\nNobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people feel the pain of losing money more ...</p>\n\n<a href=\"https://www.capitalgroup.com/advisor/insights/articles/handle-market-declines.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.capitalgroup.com/advisor/insights/articles/handle-market-declines.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132314005","content_text":"You wouldn’t be human if you didn’t fear loss.\nNobel Prize-winning psychologist Daniel Kahneman demonstrated this with his loss aversion theory, showing that people feel the pain of losing money more than they enjoy gains. The natural instinct is to flee the market when it starts to plummet, just as greed prompts people to jump back in when stocks are skyrocketing. Both can have negative impacts.\nBut smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. Here are seven principles that can help fight the urge to make emotional decisions in times of market turmoil.\n1. Market declines are part of investing\nStocks have risen steadily for most of the last decade, but history tells us that stock market declines are an inevitable part of investing. The good news is that corrections (defined as a 10% or more decline), bear markets (an extended 20% or more decline) and other challenging patches haven’t lasted forever.\n\nThe Standard & Poor’s 500 Composite Index has typically dipped at least 10% about once a year, and 20% or more about every six years, according to data from 1950 to 2019. While past results are not predictive of future results, each downturn has been followed by a recovery and a new market high.\n2. Time in the market matters, not market timing\nNo one can accurately predict short-term market moves, and investors who sit on the sidelines risk losing out on periods of meaningful price appreciation that follow downturns.\nEvery S&P 500 decline of 15% or more, from 1929 through 2019, has been followed by a recovery. The average return in the first year after each of these declines was 54%.\nEven missing out on just a few trading days can take a toll. A hypothetical investment of $1,000 in the S&P 500 made in 2010 would have grown to more than $2,800 by the end of 2019. But if an investor missed just the 10 best trading days during that period, he or she would have ended up with 33% less.\n\n3. Emotional investing can be hazardous\nKahneman won his Nobel Prize in 2002 for his work in behavioral economics, a field that investigates how individuals make financial decisions. A key finding of behavioral economists is that people often act irrationally when making such choices.\nEmotional reactions to market events are perfectly normal. Investors should expect to feel nervous when markets decline, but it’s the actions taken during such periods that can mean the difference between investment success and shortfall.\n\nOne way to encourage rational investment decision-making is to understand the fundamentals of behavioral economics. Recognizing behaviors like anchoring, confirmation bias and availability bias may help investors identify potential mistakes before they make them.\n4. Make a plan and stick to it\nCreating and adhering to a thoughtfully constructed investment plan is another way to avoid making short-sighted investment decisions — particularly when markets move lower. The plan should take into account a number of factors, including risk tolerance and short- and long-term goals.\nOne way to avoid futile attempts to time the market is with dollar cost averaging, where a fixed amount of money is invested at regular intervals, regardless of market ups and downs. This approach creates a strategy in which more shares are purchased at lower prices and fewer shares are purchased at higher prices. Over time investors pay less, on average, per share. Regular investing does not ensure a profit or protect against loss. Investors should consider their willingness to keep investing when share prices are declining.\n\nRetirement plans, to which investors make automatic contributions with every paycheck, are a prime example of dollar cost averaging.\n5. Diversification matters\nA diversified portfolio doesn’t guarantee profits or provide assurances that investments won’t decrease in value, but it does help lower risk. By spreading investments across a variety of asset classes, investors can buffer the effects of volatility on their portfolios. Overall returns won’t reach the highest highs of any single investment — but they won’t hit the lowest lows either.\nFor investors who want to avoid some of the stress of downturns, diversification can help lower volatility.\n\n6. Fixed income can help bring balance\nStocks are important building blocks of a diversified portfolio, but bonds can provide an essential counterbalance. That’s because bonds typically have low correlation to the stock market, meaning that they have tended to zig when the stock market zagged.\n\nWhat’s more, bonds with a low equity correlation can potentially help soften the impact of stock market losses on your overall portfolio. Funds providing this diversification can help create durable portfolios, and investors should seek bond funds with strong track records of positive returns through a variety of markets.\nThough bonds may not be able to match the growth potential of stocks, they have often shown resilience in past equity declines. For example, U.S. core bonds were flat or positive in five of the last six corrections.\n7. The market tends to reward long-term investors\nIs it reasonable to expect 30% returns every year? Of course not. And if stocks have moved lower in recent weeks, you shouldn’t expect that to be the start of a long-term trend, either. Behavioral economics tells us recent events carry an outsized influence on our perceptions and decisions.\nIt’s always important to maintain a long-term perspective, but especially when markets are declining. Although stocks rise and fall in the short term, they’ve tended to reward investors over longer periods of time. Even including downturns, the S&P 500’s average annual return over all 10-year periods from 1937 to 2019 was 10.47%.\n\nIt’s natural for emotions to bubble up during periods of volatility. Those investors who can tune out the news and focus on their long-term goals are better positioned to plot out a wise investment strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296782590713928,"gmtCreate":1713494204132,"gmtModify":1713494207989,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Smile]&nbsp;&nbsp;always trust&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>[Smile]&nbsp;&nbsp;always trust&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$ [Smile] always trust","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296782590713928","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286936553386048,"gmtCreate":1711075301796,"gmtModify":1711075305385,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Hold for long term. No panic","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Hold for long term. No panic","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Hold for long term. No panic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286936553386048","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278917304439072,"gmtCreate":1709116511639,"gmtModify":1709116514554,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> Wake me up when it back to $50","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> Wake me up when it back to $50","text":"$Intel(INTC)$ Wake me up when it back to $50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278917304439072","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939902273,"gmtCreate":1662037338094,"gmtModify":1676536679131,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$</a>💪💪💯💯","listText":"<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$</a>💪💪💯💯","text":"$Nano Dimension(NNDM)$💪💪💯💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939902273","repostId":"2264938296","repostType":2,"repost":{"id":"2264938296","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1662030705,"share":"https://www.laohu8.com/m/news/2264938296?lang=&edition=full","pubTime":"2022-09-01 19:11","market":"hk","language":"en","title":"Nano Dimension Q2 Sales $11.10M Up From $811.00K YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=2264938296","media":"Benzinga","summary":"Nano Dimension (NASDAQ:NNDM) reported $11.10 million in sales this quarter. This is a 1.27K percent increase over sales of $811.00 thousand the same period last year.","content":"<html><body><p>Nano Dimension (NASDAQ:NNDM) reported $11.10 million in sales this quarter. This is a 1.27K percent increase over sales of $811.00 thousand the same period last year.</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>Nano Dimension Q2 Sales $11.10M Up From $811.00K YoY</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\">\nNano Dimension Q2 Sales $11.10M Up From $811.00K YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-01 19:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nano Dimension (NASDAQ:NNDM) reported $11.10 million in sales this quarter. This is a 1.27K percent increase over sales of $811.00 thousand the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NNDM":"Nano Dimension Ltd.","QTWO":"Q2 Holdings Inc"},"source_url":"https://www.benzinga.com/news/earnings/22/09/28714278/nano-dimension-q2-sales-11-10m-up-from-811-00k-yoy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264938296","content_text":"Nano Dimension (NASDAQ:NNDM) reported $11.10 million in sales this quarter. This is a 1.27K percent increase over sales of $811.00 thousand the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939902925,"gmtCreate":1662037283870,"gmtModify":1676536678717,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sick revenue!","listText":"Sick revenue!","text":"Sick revenue!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939902925","repostId":"2264299804","repostType":2,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904069821,"gmtCreate":1659960864766,"gmtModify":1703476390457,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MRIN\">$Marin(MRIN)$</a>squeeze&nbsp;","listText":"<a href=\"https://ttm.financial/S/MRIN\">$Marin(MRIN)$</a>squeeze&nbsp;","text":"$Marin(MRIN)$squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904069821","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131683637,"gmtCreate":1621854976229,"gmtModify":1704363328810,"author":{"id":"3570745797362088","authorId":"3570745797362088","name":"赚了就跑22222","avatar":"https://static.tigerbbs.com/32f65c0bce526e53317e7edf641fb7b1","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"NNDM is a good choice","listText":"NNDM is a good choice","text":"NNDM is a good choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/131683637","repostId":"2137797184","repostType":4,"repost":{"id":"2137797184","pubTimestamp":1621850400,"share":"https://www.laohu8.com/m/news/2137797184?lang=&edition=full","pubTime":"2021-05-24 18:00","market":"us","language":"en","title":"These 3 Stocks Are Screaming Buys Amid the Tech Selloff","url":"https://stock-news.laohu8.com/highlight/detail?id=2137797184","media":"Motley Fool","summary":"Take advantage of other investors' fears and go shopping when stocks go on sale.","content":"<p>After an epic rise in 2020, tech stocks have hit a rough patch to kick off 2021. Some companies are running into slowdowns in their growth trajectories, as they start to lap the bump in business they got a year ago when the pandemic started.</p><p>That doesn't mean all of these businesses are spent, though. Far from it: Many have incredibly bright outlooks and are screaming buys after getting caught up in the recent sell-off. Right now, three Fool.com contributors think <b>Wix.com</b> (NASDAQ:WIX), <b>Roku</b> (NASDAQ:ROKU), and <b>Naspers</b> (OTC:NPSNY) are worth a look.</p><h3>Building modern websites for small businesses</h3><p><b>Nicholas Rossolillo (Wix.com):</b> Wix turned in a fantastic start to 2021, but many investors chose to focus on the company's decision to stop disclosing specific user and premium subscriber counts (the service reached 200 million registered users worldwide in February, and nearly 5.5 million premium subscribers at the end of 2020). Sometimes a company will stop divulging metrics that no longer paint a favorable picture, but I don't think that's what's going on here. Wix already boasts a massive following, but user-count growth, and more importantly, user activity on Wix services, are already implied by the company's revenue trajectory.</p><p>And on that front, Wix did exceptionally well in the first quarter of 2021. Revenue increased 41% year over year to $304 million, and management said to expect full-year revenue growth of 29% to 30%, to at least $1.28 billion -- building on top of the 30% gain in sales it notched in 2020. Free cash flow (FCF) is anticipated to be just $62 million to $72 million as the company spends to expand its reach in global e-commerce, an FCF profit margin of about 5%. However, Wix was generating FCF margin of nearly 20% last year, pretty good for a high-growth tech company. Eventually, I expect Wix will return to those profitability levels, and when it does, it will be a much larger business than it was before.</p><p>For now, though, Wix is focusing on the tens of millions of small- and midsize-business relationships it has around the world. Recent product launches -- like Editor X for advertising agencies, and Wix integration with <b>Alphabet</b>'s Google, so businesses can manage their web search presence -- will help it deepen those relationships; so will the acquisition of gift-card and store-credit tech outfit Rise.ai. In fact, Wix's aim is to build out easy-to-use e-commerce capabilities to help small businesses -- from local restaurants to event centers to fitness instructors -- have a quality online presence. CEO Avishai Abrahami said on the Q1 earnings call that the goal is to have <i>half of all new web content</i> created on Wix within the next five to seven years.</p><p>The company is already well on its way toward accomplishing its mission. I think Wix stock is a compelling value, after getting sold off because of myopic views on elimination of user-count metrics. Shares trade for under 11 times full-year revenue expectations, the cheapest they've been since the start of the pandemic, even though the company's growth trajectory hasn't lost any steam. I, for <a href=\"https://laohu8.com/S/AONE\">one</a>, am a buyer at these levels.</p><h3>A surefire winner in the media-streaming wars</h3><p><b>Anders Bylund (Roku):</b> Media-streaming technology expert <b>Roku</b> (NASDAQ:ROKU) skyrocketed 148% higher in 2020 but has struggled to maintain that momentum in 2021. These days, the stock is trading more than 30% below January's all-time highs.</p><p>The thing is, Roku's long-term growth story really hasn't changed. The shifting investor attitude is based on broader market trends, not on any flaws in Roku's business plan.</p><p>This company is crushing analyst targets with astonishing consistency. Roku has delivered positive earnings in the last three quarterly reports, when the Street was expecting negative bottom-line results in every case. Revenue exceeded analyst estimates by an average of 15% over the same period, including a 17% outperformance in the recent first-quarter update.</p><p>Roku is often lumped together with other stocks that rose sharply during the 2020 coronavirus lockdowns. The basic assumption is that Roku's business prospects surely will fade once the health crisis is over, setting the stock up for a massive price drop.</p><p>That's a big mistake. Roku's value as a long-term investment may have seen a modest boost from the pandemic, but the media-streaming market started to boom before COVID-19 came along and will continue to disrupt the global media market for many years to come.</p><p>\"Streaming services are taking advantage of the tools Roku offers to help build audience and make their streaming business successful,\" Roku founder and CEO Anthony Wood said in the first-quarter earnings call. \"We believe the inevitability of streaming is clear and that Roku's business model allows us to optimize streaming for all stakeholders, including viewers, advertisers, and content partners.\"</p><p>In other words, Roku stands to win as media-streaming services supplant cable TV and movie theaters around the world, and it really doesn't matter exactly which streaming services come out on top. All of them depend more and more on Roku's technology platforms and ad-buying services.</p><p>And now I can buy this big winner at a 30% discount. Where do I sign up?</p><h3>A premier large cap at half-price, with a near-term catalyst on the horizon</h3><p><b>Billy Duberstein (Naspers):</b> Chinese internet giant <b>Tencent Holdings</b> (OTC:TCEHY) is down a little more than 20% from its February highs, which is not quite as bad as many software stocks, but still much worse than the FAANG stocks here in the U.S.</p><p>But the really big bargain isn't in Tencent itself: It's in its largest shareholder, Naspers, which owns almost 29% of the Chinese giant through its majority stake in <b>Prosus</b> (OTC:PROSY). Both stocks are down by a similar amount. For those unfamiliar with the company, Naspers invested $32 million for <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of Tencent in 2001. Flash forward to today, and that stake is now worth nearly <i>a quarter of a trillion dollars</i>.</p><p>The problem? Naspers began trading at a huge discount to the value of Tencent alone, never mind its billions in other emerging-market companies across classifieds, fintech, and food delivery. Naspers attributed the growing discount to its being listed on the Johannesburg Stock Exchange (JSE), so in 2019, Naspers created Prosus. That company housed basically all of its investments outside South Africa (including Tencent), and listed itself on the larger Euronext exchange in Amsterdam, selling about 27% of Prosus to the public. But that didn't really work either: Prosus then began selling at a similar discount...and Naspers traded at a discount even to the value of its stake in Prosus.</p><p>So why is Naspers an especially compelling value today? Because Naspers and Prosus have taken three recent actions that could close the discount later this year. First, Prosus announced a $5 billion share repurchase program back in October, divided between both Prosus and Naspers shares, and Naspers just disclosed Prosus had already bought back 3% of shares outstanding in about six months. Repurchasing shares at a massive discount to intrinsic value adds long-term values for shareholders.</p><p>Second, Prosus cashed in about 2% of Tencent in early April, at prices higher than Tencent trades for today, lowering its stake from 31% to roughly 29%. That sale brought in $14.6 billion. Now flush with cash, Prosus can use the windfall to grow its non-Tencent business, and/or continue repurchasing shares.</p><p>Finally, following the partial sale of the Tencent stake, Naspers and Prosus just announced a share swap plan, in which Prosus would swap its less-discounted shares for the more-discounted Naspers shares, with the aim of acquiring 49.5% of Naspers. The thinking is that it would lower Naspers' 23% weighting on the JSE, giving it more \"room\" to grow toward fair value. Meanwhile, Prosus will have a bigger free float, and would therefore get higher weightings in European indexes and exchange-traded funds, which could theoretically close the discount to Tencent. In addition, the company announced the potential for another $5 billion buyback of Prosus shares after the transaction.</p><p>Between the ongoing repurchases, and the potential catalyst of the upcoming share swap (which should occur in the third quarter), investors can get a nice double discount today -- with another potential catalyst on the horizon, after the Tencent/Prosus/Naspers sell-off.</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>These 3 Stocks Are Screaming Buys Amid the Tech Selloff</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\">\nThese 3 Stocks Are Screaming Buys Amid the Tech Selloff\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/23/these-3-stocks-are-screaming-buys-amid-the-tech-se/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After an epic rise in 2020, tech stocks have hit a rough patch to kick off 2021. Some companies are running into slowdowns in their growth trajectories, as they start to lap the bump in business they ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/23/these-3-stocks-are-screaming-buys-amid-the-tech-se/\">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","WIX":"Wix.Com Ltd","NPSNY":"Naspers(腾讯南非大股东)"},"source_url":"https://www.fool.com/investing/2021/05/23/these-3-stocks-are-screaming-buys-amid-the-tech-se/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137797184","content_text":"After an epic rise in 2020, tech stocks have hit a rough patch to kick off 2021. Some companies are running into slowdowns in their growth trajectories, as they start to lap the bump in business they got a year ago when the pandemic started.That doesn't mean all of these businesses are spent, though. Far from it: Many have incredibly bright outlooks and are screaming buys after getting caught up in the recent sell-off. Right now, three Fool.com contributors think Wix.com (NASDAQ:WIX), Roku (NASDAQ:ROKU), and Naspers (OTC:NPSNY) are worth a look.Building modern websites for small businessesNicholas Rossolillo (Wix.com): Wix turned in a fantastic start to 2021, but many investors chose to focus on the company's decision to stop disclosing specific user and premium subscriber counts (the service reached 200 million registered users worldwide in February, and nearly 5.5 million premium subscribers at the end of 2020). Sometimes a company will stop divulging metrics that no longer paint a favorable picture, but I don't think that's what's going on here. Wix already boasts a massive following, but user-count growth, and more importantly, user activity on Wix services, are already implied by the company's revenue trajectory.And on that front, Wix did exceptionally well in the first quarter of 2021. Revenue increased 41% year over year to $304 million, and management said to expect full-year revenue growth of 29% to 30%, to at least $1.28 billion -- building on top of the 30% gain in sales it notched in 2020. Free cash flow (FCF) is anticipated to be just $62 million to $72 million as the company spends to expand its reach in global e-commerce, an FCF profit margin of about 5%. However, Wix was generating FCF margin of nearly 20% last year, pretty good for a high-growth tech company. Eventually, I expect Wix will return to those profitability levels, and when it does, it will be a much larger business than it was before.For now, though, Wix is focusing on the tens of millions of small- and midsize-business relationships it has around the world. Recent product launches -- like Editor X for advertising agencies, and Wix integration with Alphabet's Google, so businesses can manage their web search presence -- will help it deepen those relationships; so will the acquisition of gift-card and store-credit tech outfit Rise.ai. In fact, Wix's aim is to build out easy-to-use e-commerce capabilities to help small businesses -- from local restaurants to event centers to fitness instructors -- have a quality online presence. CEO Avishai Abrahami said on the Q1 earnings call that the goal is to have half of all new web content created on Wix within the next five to seven years.The company is already well on its way toward accomplishing its mission. I think Wix stock is a compelling value, after getting sold off because of myopic views on elimination of user-count metrics. Shares trade for under 11 times full-year revenue expectations, the cheapest they've been since the start of the pandemic, even though the company's growth trajectory hasn't lost any steam. I, for one, am a buyer at these levels.A surefire winner in the media-streaming warsAnders Bylund (Roku): Media-streaming technology expert Roku (NASDAQ:ROKU) skyrocketed 148% higher in 2020 but has struggled to maintain that momentum in 2021. These days, the stock is trading more than 30% below January's all-time highs.The thing is, Roku's long-term growth story really hasn't changed. The shifting investor attitude is based on broader market trends, not on any flaws in Roku's business plan.This company is crushing analyst targets with astonishing consistency. Roku has delivered positive earnings in the last three quarterly reports, when the Street was expecting negative bottom-line results in every case. Revenue exceeded analyst estimates by an average of 15% over the same period, including a 17% outperformance in the recent first-quarter update.Roku is often lumped together with other stocks that rose sharply during the 2020 coronavirus lockdowns. The basic assumption is that Roku's business prospects surely will fade once the health crisis is over, setting the stock up for a massive price drop.That's a big mistake. Roku's value as a long-term investment may have seen a modest boost from the pandemic, but the media-streaming market started to boom before COVID-19 came along and will continue to disrupt the global media market for many years to come.\"Streaming services are taking advantage of the tools Roku offers to help build audience and make their streaming business successful,\" Roku founder and CEO Anthony Wood said in the first-quarter earnings call. \"We believe the inevitability of streaming is clear and that Roku's business model allows us to optimize streaming for all stakeholders, including viewers, advertisers, and content partners.\"In other words, Roku stands to win as media-streaming services supplant cable TV and movie theaters around the world, and it really doesn't matter exactly which streaming services come out on top. All of them depend more and more on Roku's technology platforms and ad-buying services.And now I can buy this big winner at a 30% discount. Where do I sign up?A premier large cap at half-price, with a near-term catalyst on the horizonBilly Duberstein (Naspers): Chinese internet giant Tencent Holdings (OTC:TCEHY) is down a little more than 20% from its February highs, which is not quite as bad as many software stocks, but still much worse than the FAANG stocks here in the U.S.But the really big bargain isn't in Tencent itself: It's in its largest shareholder, Naspers, which owns almost 29% of the Chinese giant through its majority stake in Prosus (OTC:PROSY). Both stocks are down by a similar amount. For those unfamiliar with the company, Naspers invested $32 million for one-third of Tencent in 2001. Flash forward to today, and that stake is now worth nearly a quarter of a trillion dollars.The problem? Naspers began trading at a huge discount to the value of Tencent alone, never mind its billions in other emerging-market companies across classifieds, fintech, and food delivery. Naspers attributed the growing discount to its being listed on the Johannesburg Stock Exchange (JSE), so in 2019, Naspers created Prosus. That company housed basically all of its investments outside South Africa (including Tencent), and listed itself on the larger Euronext exchange in Amsterdam, selling about 27% of Prosus to the public. But that didn't really work either: Prosus then began selling at a similar discount...and Naspers traded at a discount even to the value of its stake in Prosus.So why is Naspers an especially compelling value today? Because Naspers and Prosus have taken three recent actions that could close the discount later this year. First, Prosus announced a $5 billion share repurchase program back in October, divided between both Prosus and Naspers shares, and Naspers just disclosed Prosus had already bought back 3% of shares outstanding in about six months. Repurchasing shares at a massive discount to intrinsic value adds long-term values for shareholders.Second, Prosus cashed in about 2% of Tencent in early April, at prices higher than Tencent trades for today, lowering its stake from 31% to roughly 29%. That sale brought in $14.6 billion. Now flush with cash, Prosus can use the windfall to grow its non-Tencent business, and/or continue repurchasing shares.Finally, following the partial sale of the Tencent stake, Naspers and Prosus just announced a share swap plan, in which Prosus would swap its less-discounted shares for the more-discounted Naspers shares, with the aim of acquiring 49.5% of Naspers. The thinking is that it would lower Naspers' 23% weighting on the JSE, giving it more \"room\" to grow toward fair value. Meanwhile, Prosus will have a bigger free float, and would therefore get higher weightings in European indexes and exchange-traded funds, which could theoretically close the discount to Tencent. In addition, the company announced the potential for another $5 billion buyback of Prosus shares after the transaction.Between the ongoing repurchases, and the potential catalyst of the upcoming share swap (which should occur in the third quarter), investors can get a nice double discount today -- with another potential catalyst on the horizon, after the Tencent/Prosus/Naspers sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}