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Maxangelos

Maxangelos

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2022-09-06

Oh no

EV Stocks Slumped in Morning Trading, With Faraday Future Sliding Over 7% and XPeng Sliding Nearly 3%

2022-09-02

Oh no

Sorry, the original content has been removed

2022-08-07

Nice!

Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge

2022-08-05

Oh no

Dow Falls 200 Points After Strong July Jobs Report Points to More Aggressive Fed

2022-08-05

Nice

Stocks Have Rallied, but July ETF Buying Showed "Lack of Conviction" as Thematic Funds Bled

2022-08-02

Yes

Einhorn's Greenlight Takes Twitter Stake, Expecting Musk Deal Is Probable Outcome

2022-07-29

Yayyy

Sorry, the original content has been removed

2022-07-21

Exactly

Palantir Shares Climbed 4% in Morning Trading

2022-07-20

Depends on what Musk do in the future

Tesla: The Gold Standard For Mission-Driven Companies

2022-07-17

Hahah

Elon Musk Seeks to Block Twitter's Request for Expedited Trial

2022-07-11

Oh no

Sorry, the original content has been removed

2022-07-02

Let's go!

Sorry, the original content has been removed

2022-06-30

Agree

Apple: Don't Fight Against The Market

2022-06-28

Nio is good but the ear must stop.

NIO: A Volatile But Very Profitable Road Ahead

2022-06-27

Yes!

Hot Chinese ADRs Took off in Premarket Trading, With Bilibili and Netease Rising Over 3%

2022-06-27

Great

Got $5,000? Buy and Hold These 3 Value Stocks for Years

2022-06-16

Oh no 😅

Sorry, the original content has been removed

2022-06-15

Nice!

Crypto Stocks Rebounded in Morning Trading, With Block and Coinbase Rising Around 4%

2022-06-15

Hope the fall will be smooth

Nio Stock Jumps, It's Not Just About a New Car

2022-06-03

Too wild

Tesla Stock: A Wild Card

Go to Tiger App to see more news

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no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931274365","repostId":"1137412758","repostType":4,"repost":{"id":"1137412758","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662474268,"share":"https://www.laohu8.com/m/news/1137412758?lang=&edition=full","pubTime":"2022-09-06 22:24","market":"us","language":"en","title":"EV Stocks Slumped in Morning Trading, With Faraday Future Sliding Over 7% and XPeng Sliding Nearly 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137412758","media":"Tiger 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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; 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22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks slumped in morning trading, with Faraday Future sliding over 7% and XPeng sliding nearly 3%.<img src=\"https://static.tigerbbs.com/5d4efc1aba59b3f836d180e209b20317\" tg-width=\"261\" tg-height=\"433\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFIE":"Faraday Future","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137412758","content_text":"EV stocks slumped in morning trading, with Faraday Future sliding over 7% and XPeng sliding nearly 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939516704,"gmtCreate":1662131067708,"gmtModify":1676537004877,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh 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10:17","market":"us","language":"en","title":"Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge","url":"https://stock-news.laohu8.com/highlight/detail?id=1140000941","media":"Benzinga","summary":"ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 6","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Why PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.</li><li>As Ethereum&#39;s upcoming Merge draws near, groups are making plans for forks to run the old version of Ethereum using miners.</li></ul><p>In &#34;GE Stock Is a Buy as Breakup Looms,&#34; Barron&#39;s Al Root writes that after more than 20 years of decline, <b>General Electric Co</b> is entering the final stages of a dismantling process that will leave just three parts remaining.</p><p>&#34;Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up,&#34; by Barron&#39;s Carleton English, explores why <b>PayPal Holdings Inc</b> may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.</p><p>&#34;Shale Drillers Warn of Higher Costs as They Report Record Profits,&#34; by The Wall Street Journal&#39;s Benoît Morenne, says that shale companies, like <b>Pioneer Natural Resources Co</b> and <b>Continental Resources Inc</b> are reporting exponentially higher profits but are warning that inflation is leading to increased spending.</p><p>In The Wall Street Journal&#39;s &#34;At Ford, Quality Is Now Problem 1,&#34; Nora Eckert writes about the steps being taken by <b>Josh Halliburton</b>, the newly hired executive director of quality at <b>Ford Motor Co</b>, to help improve the automaker&#39;s quality record.</p><p>&#34;Fed’s Bowman Backs More Large Rate Hikes Until Inflation Eases,&#34; by Bloomberg&#39;s Jonnelle Marte, explains why Fed Governor <b>Michelle Bowman</b> says the Federal Reserve should remain open to large interest rate hikes similar to the 75 basis-point increase in July.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge</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; 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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\">\nWeekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.As Ethereum's upcoming Merge draws near, groups are making plans for...</p>\n\n<a href=\"https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GE":"GE航空航天","PYPL":"PayPal"},"source_url":"https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140000941","content_text":"ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.As Ethereum's upcoming Merge draws near, groups are making plans for forks to run the old version of Ethereum using miners.In \"GE Stock Is a Buy as Breakup Looms,\" Barron's Al Root writes that after more than 20 years of decline, General Electric Co is entering the final stages of a dismantling process that will leave just three parts remaining.\"Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up,\" by Barron's Carleton English, explores why PayPal Holdings Inc may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.\"Shale Drillers Warn of Higher Costs as They Report Record Profits,\" by The Wall Street Journal's Benoît Morenne, says that shale companies, like Pioneer Natural Resources Co and Continental Resources Inc are reporting exponentially higher profits but are warning that inflation is leading to increased spending.In The Wall Street Journal's \"At Ford, Quality Is Now Problem 1,\" Nora Eckert writes about the steps being taken by Josh Halliburton, the newly hired executive director of quality at Ford Motor Co, to help improve the automaker's quality record.\"Fed’s Bowman Backs More Large Rate Hikes Until Inflation Eases,\" by Bloomberg's Jonnelle Marte, explains why Fed Governor Michelle Bowman says the Federal Reserve should remain open to large interest rate hikes similar to the 75 basis-point increase in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902220458,"gmtCreate":1659710079876,"gmtModify":1704709319949,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902220458","repostId":"1160932424","repostType":4,"repost":{"id":"1160932424","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659706226,"share":"https://www.laohu8.com/m/news/1160932424?lang=&edition=full","pubTime":"2022-08-05 21:30","market":"us","language":"en","title":"Dow Falls 200 Points After Strong July Jobs Report Points to More Aggressive Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1160932424","media":"Tiger Newspress","summary":"Stocks fell Friday after the July jobs report was much better than expected, showing a strong labor ","content":"<html><head></head><body><p>Stocks fell Friday after the July jobs report was much better than expected, showing a strong labor market that will likely mean more interest rate hikes from the Federal Reserve.</p><p>The Dow Jones Industrial Average fell 217 points or 0.66%. The S&amp;P 500 slipped 0.96% and the Nasdaq Composite shed 1.36%.</p><p>The labor market added 528,000 jobs in July, easily beating a Dow Jones estimate of a 258,000 increase. The unemployment rate also ticked down to 3.5%, below the 3.6% estimate. Wage growth also ticked up more than estimated, up 0.5% for the month and 5.2% higher than a year ago, signaling that high inflation is likely still a problem.</p><p>“Anybody that jumped on the ‘Fed is going to pivot next year and start cutting rates’ is going to have to get off at the next station, because that’s not in the cards,” said Art Hogan, chief market strategist at B. Riley Financial. “It is clearly a situation where the economy is not screeching or heading into a recession here and now.”</p><p>Job growth was expected to slow as the Fed continues to hike interest rates to tame surging inflation, but this report shows a labor market still running hot. The report is a crucial one as it’s one of two the central bank will see before it decides how much to raise rates at its September meeting.</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>Dow Falls 200 Points After Strong July Jobs Report Points to More Aggressive Fed</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\">\nDow Falls 200 Points After Strong July Jobs Report Points to More Aggressive Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-05 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Friday after the July jobs report was much better than expected, showing a strong labor market that will likely mean more interest rate hikes from the Federal Reserve.</p><p>The Dow Jones Industrial Average fell 217 points or 0.66%. The S&amp;P 500 slipped 0.96% and the Nasdaq Composite shed 1.36%.</p><p>The labor market added 528,000 jobs in July, easily beating a Dow Jones estimate of a 258,000 increase. The unemployment rate also ticked down to 3.5%, below the 3.6% estimate. Wage growth also ticked up more than estimated, up 0.5% for the month and 5.2% higher than a year ago, signaling that high inflation is likely still a problem.</p><p>“Anybody that jumped on the ‘Fed is going to pivot next year and start cutting rates’ is going to have to get off at the next station, because that’s not in the cards,” said Art Hogan, chief market strategist at B. Riley Financial. “It is clearly a situation where the economy is not screeching or heading into a recession here and now.”</p><p>Job growth was expected to slow as the Fed continues to hike interest rates to tame surging inflation, but this report shows a labor market still running hot. The report is a crucial one as it’s one of two the central bank will see before it decides how much to raise rates at its September meeting.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160932424","content_text":"Stocks fell Friday after the July jobs report was much better than expected, showing a strong labor market that will likely mean more interest rate hikes from the Federal Reserve.The Dow Jones Industrial Average fell 217 points or 0.66%. The S&P 500 slipped 0.96% and the Nasdaq Composite shed 1.36%.The labor market added 528,000 jobs in July, easily beating a Dow Jones estimate of a 258,000 increase. The unemployment rate also ticked down to 3.5%, below the 3.6% estimate. Wage growth also ticked up more than estimated, up 0.5% for the month and 5.2% higher than a year ago, signaling that high inflation is likely still a problem.“Anybody that jumped on the ‘Fed is going to pivot next year and start cutting rates’ is going to have to get off at the next station, because that’s not in the cards,” said Art Hogan, chief market strategist at B. Riley Financial. “It is clearly a situation where the economy is not screeching or heading into a recession here and now.”Job growth was expected to slow as the Fed continues to hike interest rates to tame surging inflation, but this report shows a labor market still running hot. The report is a crucial one as it’s one of two the central bank will see before it decides how much to raise rates at its September meeting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902858130,"gmtCreate":1659673544723,"gmtModify":1705057706667,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902858130","repostId":"2257073185","repostType":4,"repost":{"id":"2257073185","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659666696,"share":"https://www.laohu8.com/m/news/2257073185?lang=&edition=full","pubTime":"2022-08-05 10:31","market":"us","language":"en","title":"Stocks Have Rallied, but July ETF Buying Showed \"Lack of Conviction\" as Thematic Funds Bled","url":"https://stock-news.laohu8.com/highlight/detail?id=2257073185","media":"Dow Jones","summary":"Stocks have been rallying, but investors in exchange-traded funds aren't exactly clamoring for equit","content":"<html><head></head><body><p>Stocks have been rallying, but investors in exchange-traded funds aren&#39;t exactly clamoring for equities.</p><p>&#34;The overarching theme continues to be a risk-off tone,&#34; said Matthew Bartolini, head of SPDR Americas research for State Street Global Advisors, in a phone interview. &#34;Buying behavior sentiment did not align&#34; with July&#39;s strong stock-market gains, he said, pointing to &#34;a lack of conviction&#34; in buying the rally.</p><p>Equity ETF inflows last month were 64% below their typical monthly average, attracting just $14 billion, according to Bartolini&#39;s report tracking U.S.-listed exchange-traded fund flows in July. Investors favored defensive sectors -- which saw a record ninth straight month of inflows -- while broadly pulling capital from thematic ETFs for a third consecutive month.</p><p>A significant portion of stocks held by thematic funds are unprofitable, making them riskier bets at a time of economic uncertainty as investors worry about high inflation and the potential for a recession as the U.S. economy slows, according to Bartolini.</p><p>Those funds tend to hold &#34;growth stocks,&#34; he said, an area of the market <a href=\"https://laohu8.com/S/IWO\">$(IWO)$</a>(IWF) that has been badly bruised this year but surged in July. Slightly more than half of U.S.-listed thematic ETFs beat the S&amp;P 500 last month, compared to just 13% so far in 2022, his research found.</p><p>Thematic ETFs, which invest in &#34;NextGen&#34; trends, had outflows in July in all but two of the 13 sectors broken out by State Street under the category. Investors added capital to broad innovation and advanced healthcare themes, also the only two areas with inflows over the trailing three months, the report shows.</p><p><img src=\"https://static.tigerbbs.com/704982f892786a3fe12dd6ae788f6d97\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/>Broad innovation funds have also seen inflows so far this year, attracting $1.9 billion, the above table in State Street&#39;s report shows.</p><p>The SPDR S&amp;P Kensho New Economies Composite ETF <a href=\"https://laohu8.com/S/KOMP\">$(KOMP)$</a>, which holds more than 500 stocks and falls under the broad innovation category, has had inflows every month this year even as thematic funds have been under pressure, according to Bartolini. The fund gained 10.7% in July but for 2022 remained down 21.7% through Wednesday, FactSet data show.</p><h2>Sector flows point to &#39;risk-off&#39;</h2><p>Meanwhile, investors last month contributed to ETFs focused on traditionally defensive sectors of the stock market: healthcare, consumer staples and utilities, according to State Street. But sector funds overall saw a net $5 billion of outflows in July,  with investors pulling capital from the category for a third straight month.</p><p><img src=\"https://static.tigerbbs.com/d7c7e6a1be654cef8c4a5202b26f9c45\" tg-width=\"700\" tg-height=\"303\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>“Sectors really paint a picture of risk-off, a lack of willingness to express risk in this market,” said Bartolini.</p><p>Investors also got defensive by adding to $12 billion to government bond ETFs, a large portion of the total $26 billion flowing into fixed income last month, the State Street report shows.</p><p>Karen Veraa, head of U.S. <a href=\"https://laohu8.com/S/EMDI\">iShares</a> fixed-income strategy at BlackRock, said by phone that the asset manager has seen a &#34;pretty big&#34; uptick in interest from financial advisors about iBonds ETFs, which span across Treasurys, municipal debt, investment-grade corporate bonds and high-yield.</p><p>Investors may use iBonds as a fixed-income allocation or to build ladders across bond maturities in their portfolios.</p><p>Now that the Federal Reserve has raised interest rates, &#34;the yield has come back to the market,&#34; said Veraa, spurring increased demand. She said BlackRock&#39;s iBonds had about $3.8 billion of inflows across the suite this year&#34; through Aug. 1, up from $1.8 billion in 2021.</p><p>&#34;The investment-grade corporate bonds are the most popular,&#34; followed by Treasurys, said Veraa. &#34;People are just a little bit worried about recession risk.&#34;</p><p>U.S. stocks were trading mixed Thursday afternoon after a Labor Department report showed initial jobless claims climbed by 6,000 to 260,000 in the week ended July 30  to remain around a nine-month high. The Dow Jones Industrial Average  was down 0.2%, while the S&amp;P 500  slipped less than 0.1% and the technology-laden Nasdaq Composite  gained 0.4%, according to FactSet data, at last check.</p><p>As usual, here&#39;s your weekly look at the bottom and top ETF performers over the past week through Wednesday.</p><h2>The good...</h2><p><img src=\"https://static.tigerbbs.com/915cb1c0485d497e2a65b6a2eed4cd02\" tg-width=\"786\" tg-height=\"272\" width=\"100%\" height=\"auto\"/></p><h2>...and the bad</h2><p><img src=\"https://static.tigerbbs.com/74a68f2f9b766782c7d7d7bdfd873606\" tg-width=\"778\" tg-height=\"237\" width=\"100%\" height=\"auto\"/></p><h2>New ETFs</h2><p>Schwab Asset Management, the asset management arm of Charles Schwab Corp., announced July 29 that it was launching the Schwab Crypto Thematic ETF STCE to provide exposure to companies that may benefit from the development or use of cryptocurrencies and other digital assets. The new fund began trading Thursday.</p><p>Sprott Asset Management announced on Aug. 2 that it launched the Sprott ESG Gold ETF SESG to invest in gold bullion that meets the environmental, social, and governance criteria developed by the firm.</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>Stocks Have Rallied, but July ETF Buying Showed \"Lack of Conviction\" as Thematic Funds Bled</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\">\nStocks Have Rallied, but July ETF Buying Showed \"Lack of Conviction\" as Thematic Funds Bled\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-05 10:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks have been rallying, but investors in exchange-traded funds aren&#39;t exactly clamoring for equities.</p><p>&#34;The overarching theme continues to be a risk-off tone,&#34; said Matthew Bartolini, head of SPDR Americas research for State Street Global Advisors, in a phone interview. &#34;Buying behavior sentiment did not align&#34; with July&#39;s strong stock-market gains, he said, pointing to &#34;a lack of conviction&#34; in buying the rally.</p><p>Equity ETF inflows last month were 64% below their typical monthly average, attracting just $14 billion, according to Bartolini&#39;s report tracking U.S.-listed exchange-traded fund flows in July. Investors favored defensive sectors -- which saw a record ninth straight month of inflows -- while broadly pulling capital from thematic ETFs for a third consecutive month.</p><p>A significant portion of stocks held by thematic funds are unprofitable, making them riskier bets at a time of economic uncertainty as investors worry about high inflation and the potential for a recession as the U.S. economy slows, according to Bartolini.</p><p>Those funds tend to hold &#34;growth stocks,&#34; he said, an area of the market <a href=\"https://laohu8.com/S/IWO\">$(IWO)$</a>(IWF) that has been badly bruised this year but surged in July. Slightly more than half of U.S.-listed thematic ETFs beat the S&amp;P 500 last month, compared to just 13% so far in 2022, his research found.</p><p>Thematic ETFs, which invest in &#34;NextGen&#34; trends, had outflows in July in all but two of the 13 sectors broken out by State Street under the category. Investors added capital to broad innovation and advanced healthcare themes, also the only two areas with inflows over the trailing three months, the report shows.</p><p><img src=\"https://static.tigerbbs.com/704982f892786a3fe12dd6ae788f6d97\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/>Broad innovation funds have also seen inflows so far this year, attracting $1.9 billion, the above table in State Street&#39;s report shows.</p><p>The SPDR S&amp;P Kensho New Economies Composite ETF <a href=\"https://laohu8.com/S/KOMP\">$(KOMP)$</a>, which holds more than 500 stocks and falls under the broad innovation category, has had inflows every month this year even as thematic funds have been under pressure, according to Bartolini. The fund gained 10.7% in July but for 2022 remained down 21.7% through Wednesday, FactSet data show.</p><h2>Sector flows point to &#39;risk-off&#39;</h2><p>Meanwhile, investors last month contributed to ETFs focused on traditionally defensive sectors of the stock market: healthcare, consumer staples and utilities, according to State Street. But sector funds overall saw a net $5 billion of outflows in July,  with investors pulling capital from the category for a third straight month.</p><p><img src=\"https://static.tigerbbs.com/d7c7e6a1be654cef8c4a5202b26f9c45\" tg-width=\"700\" tg-height=\"303\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>“Sectors really paint a picture of risk-off, a lack of willingness to express risk in this market,” said Bartolini.</p><p>Investors also got defensive by adding to $12 billion to government bond ETFs, a large portion of the total $26 billion flowing into fixed income last month, the State Street report shows.</p><p>Karen Veraa, head of U.S. <a href=\"https://laohu8.com/S/EMDI\">iShares</a> fixed-income strategy at BlackRock, said by phone that the asset manager has seen a &#34;pretty big&#34; uptick in interest from financial advisors about iBonds ETFs, which span across Treasurys, municipal debt, investment-grade corporate bonds and high-yield.</p><p>Investors may use iBonds as a fixed-income allocation or to build ladders across bond maturities in their portfolios.</p><p>Now that the Federal Reserve has raised interest rates, &#34;the yield has come back to the market,&#34; said Veraa, spurring increased demand. She said BlackRock&#39;s iBonds had about $3.8 billion of inflows across the suite this year&#34; through Aug. 1, up from $1.8 billion in 2021.</p><p>&#34;The investment-grade corporate bonds are the most popular,&#34; followed by Treasurys, said Veraa. &#34;People are just a little bit worried about recession risk.&#34;</p><p>U.S. stocks were trading mixed Thursday afternoon after a Labor Department report showed initial jobless claims climbed by 6,000 to 260,000 in the week ended July 30  to remain around a nine-month high. The Dow Jones Industrial Average  was down 0.2%, while the S&amp;P 500  slipped less than 0.1% and the technology-laden Nasdaq Composite  gained 0.4%, according to FactSet data, at last check.</p><p>As usual, here&#39;s your weekly look at the bottom and top ETF performers over the past week through Wednesday.</p><h2>The good...</h2><p><img src=\"https://static.tigerbbs.com/915cb1c0485d497e2a65b6a2eed4cd02\" tg-width=\"786\" tg-height=\"272\" width=\"100%\" height=\"auto\"/></p><h2>...and the bad</h2><p><img src=\"https://static.tigerbbs.com/74a68f2f9b766782c7d7d7bdfd873606\" tg-width=\"778\" tg-height=\"237\" width=\"100%\" height=\"auto\"/></p><h2>New ETFs</h2><p>Schwab Asset Management, the asset management arm of Charles Schwab Corp., announced July 29 that it was launching the Schwab Crypto Thematic ETF STCE to provide exposure to companies that may benefit from the development or use of cryptocurrencies and other digital assets. The new fund began trading Thursday.</p><p>Sprott Asset Management announced on Aug. 2 that it launched the Sprott ESG Gold ETF SESG to invest in gold bullion that meets the environmental, social, and governance criteria developed by the firm.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","STT":"道富银行","BK4581":"高盛持仓","IWF":"罗素1000成长指数ETF-iShares","BK4135":"资产管理与托管银行","IWO":"罗素2000成长股指数ETF","BK4544":"ARK ETF合集","KOMP":"SPDR S&P Kensho New Economies Composite ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257073185","content_text":"Stocks have been rallying, but investors in exchange-traded funds aren't exactly clamoring for equities.\"The overarching theme continues to be a risk-off tone,\" said Matthew Bartolini, head of SPDR Americas research for State Street Global Advisors, in a phone interview. \"Buying behavior sentiment did not align\" with July's strong stock-market gains, he said, pointing to \"a lack of conviction\" in buying the rally.Equity ETF inflows last month were 64% below their typical monthly average, attracting just $14 billion, according to Bartolini's report tracking U.S.-listed exchange-traded fund flows in July. Investors favored defensive sectors -- which saw a record ninth straight month of inflows -- while broadly pulling capital from thematic ETFs for a third consecutive month.A significant portion of stocks held by thematic funds are unprofitable, making them riskier bets at a time of economic uncertainty as investors worry about high inflation and the potential for a recession as the U.S. economy slows, according to Bartolini.Those funds tend to hold \"growth stocks,\" he said, an area of the market $(IWO)$(IWF) that has been badly bruised this year but surged in July. Slightly more than half of U.S.-listed thematic ETFs beat the S&P 500 last month, compared to just 13% so far in 2022, his research found.Thematic ETFs, which invest in \"NextGen\" trends, had outflows in July in all but two of the 13 sectors broken out by State Street under the category. Investors added capital to broad innovation and advanced healthcare themes, also the only two areas with inflows over the trailing three months, the report shows.Broad innovation funds have also seen inflows so far this year, attracting $1.9 billion, the above table in State Street's report shows.The SPDR S&P Kensho New Economies Composite ETF $(KOMP)$, which holds more than 500 stocks and falls under the broad innovation category, has had inflows every month this year even as thematic funds have been under pressure, according to Bartolini. The fund gained 10.7% in July but for 2022 remained down 21.7% through Wednesday, FactSet data show.Sector flows point to 'risk-off'Meanwhile, investors last month contributed to ETFs focused on traditionally defensive sectors of the stock market: healthcare, consumer staples and utilities, according to State Street. But sector funds overall saw a net $5 billion of outflows in July,  with investors pulling capital from the category for a third straight month.“Sectors really paint a picture of risk-off, a lack of willingness to express risk in this market,” said Bartolini.Investors also got defensive by adding to $12 billion to government bond ETFs, a large portion of the total $26 billion flowing into fixed income last month, the State Street report shows.Karen Veraa, head of U.S. iShares fixed-income strategy at BlackRock, said by phone that the asset manager has seen a \"pretty big\" uptick in interest from financial advisors about iBonds ETFs, which span across Treasurys, municipal debt, investment-grade corporate bonds and high-yield.Investors may use iBonds as a fixed-income allocation or to build ladders across bond maturities in their portfolios.Now that the Federal Reserve has raised interest rates, \"the yield has come back to the market,\" said Veraa, spurring increased demand. She said BlackRock's iBonds had about $3.8 billion of inflows across the suite this year\" through Aug. 1, up from $1.8 billion in 2021.\"The investment-grade corporate bonds are the most popular,\" followed by Treasurys, said Veraa. \"People are just a little bit worried about recession risk.\"U.S. stocks were trading mixed Thursday afternoon after a Labor Department report showed initial jobless claims climbed by 6,000 to 260,000 in the week ended July 30  to remain around a nine-month high. The Dow Jones Industrial Average  was down 0.2%, while the S&P 500  slipped less than 0.1% and the technology-laden Nasdaq Composite  gained 0.4%, according to FactSet data, at last check.As usual, here's your weekly look at the bottom and top ETF performers over the past week through Wednesday.The good......and the badNew ETFsSchwab Asset Management, the asset management arm of Charles Schwab Corp., announced July 29 that it was launching the Schwab Crypto Thematic ETF STCE to provide exposure to companies that may benefit from the development or use of cryptocurrencies and other digital assets. The new fund began trading Thursday.Sprott Asset Management announced on Aug. 2 that it launched the Sprott ESG Gold ETF SESG to invest in gold bullion that meets the environmental, social, and governance criteria developed by the firm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908556366,"gmtCreate":1659405995655,"gmtModify":1705980022820,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908556366","repostId":"2256677426","repostType":4,"repost":{"id":"2256677426","pubTimestamp":1659395616,"share":"https://www.laohu8.com/m/news/2256677426?lang=&edition=full","pubTime":"2022-08-02 07:13","market":"us","language":"en","title":"Einhorn's Greenlight Takes Twitter Stake, Expecting Musk Deal Is Probable Outcome","url":"https://stock-news.laohu8.com/highlight/detail?id=2256677426","media":"seekingalpha","summary":"David Einhorn's Greenlight Capital hedge fund took a new stake in Twitter (NYSE:TWTR) last month, ba","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/98d8dbda6d6095d64be05f90c46ffa39\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>David Einhorn&#39;s Greenlight Capital hedge fund took a new stake in Twitter (NYSE:TWTR) last month, banking on the odds that the company is likely to prevail in its battle with multibillionaire purported buyer Elon Musk.</p><p>In Greenlight&#39;s quarterly letter, Einhorn said the fund paid an average $37.24 per share. Musk&#39;s deal to acquire Twitter is priced at $54.20 per share; having hit today&#39;s session low, Twitter stock (TWTR) is down 2.6% to $40.55.</p><p>At Greenlight&#39;s $37.24 per-share average, &#34;there is a $17 per share of upside if TWTR prevails in court and we believe about $17 per share of downside, if the deal breaks,&#34; Einhorn and Greenlight told investors.</p><p>&#34;So we are getting 50-50 odds on something that should happen 95%+ of the time,&#34; the letter continued.</p><p>Friday brought a deadline in Twitter&#39;s case against Musk to force him to go through with the deal after he said he was terminating it. The two are set for a five-day trial starting Oct. 17. Musk counter-sued Twitter late Friday with a filing sealed from the public.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Einhorn's Greenlight Takes Twitter Stake, Expecting Musk Deal Is Probable Outcome</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\">\nEinhorn's Greenlight Takes Twitter Stake, Expecting Musk Deal Is Probable Outcome\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3863923-einhorns-greenlight-takes-twitter-stake-expecting-musk-deal-is-probable-outcome><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>David Einhorn's Greenlight Capital hedge fund took a new stake in Twitter (NYSE:TWTR) last month, banking on the odds that the company is likely to prevail in its battle with multibillionaire ...</p>\n\n<a href=\"https://seekingalpha.com/news/3863923-einhorns-greenlight-takes-twitter-stake-expecting-musk-deal-is-probable-outcome\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4579":"人工智能","TWTR":"Twitter","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4077":"互动媒体与服务","BK4516":"特朗普概念","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4508":"社交媒体","BK4527":"明星科技股","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/news/3863923-einhorns-greenlight-takes-twitter-stake-expecting-musk-deal-is-probable-outcome","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2256677426","content_text":"David Einhorn's Greenlight Capital hedge fund took a new stake in Twitter (NYSE:TWTR) last month, banking on the odds that the company is likely to prevail in its battle with multibillionaire purported buyer Elon Musk.In Greenlight's quarterly letter, Einhorn said the fund paid an average $37.24 per share. Musk's deal to acquire Twitter is priced at $54.20 per share; having hit today's session low, Twitter stock (TWTR) is down 2.6% to $40.55.At Greenlight's $37.24 per-share average, \"there is a $17 per share of upside if TWTR prevails in court and we believe about $17 per share of downside, if the deal breaks,\" Einhorn and Greenlight told investors.\"So we are getting 50-50 odds on something that should happen 95%+ of the time,\" the letter continued.Friday brought a deadline in Twitter's case against Musk to force him to go through with the deal after he said he was terminating it. The two are set for a five-day trial starting Oct. 17. Musk counter-sued Twitter late Friday with a filing sealed from the public.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903726708,"gmtCreate":1659079582804,"gmtModify":1676536255148,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yayyy","listText":"Yayyy","text":"Yayyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903726708","repostId":"1176798714","repostType":4,"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074768770,"gmtCreate":1658412629890,"gmtModify":1676536154865,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Exactly","listText":"Exactly","text":"Exactly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074768770","repostId":"1152188512","repostType":4,"repost":{"id":"1152188512","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658411739,"share":"https://www.laohu8.com/m/news/1152188512?lang=&edition=full","pubTime":"2022-07-21 21:55","market":"us","language":"en","title":"Palantir Shares Climbed 4% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152188512","media":"Tiger Newspress","summary":"Palantir shares climbed 4% in morning tradingasRaymond James initiated Palantir as strong buy.Raymond James analyst Brian Gesuale initiated coverage of Palantir Technologies with a Strong Buy rating and $20 price target.The company's software platform unifies, manages, and secures data across the enterprise, supporting low code/no code environment that connects business functions to operators, Gesuale tells investors in a research note. After falling 75% from its early 2021 peak, the stock's ris","content":"<html><head></head><body><p>Palantir shares climbed 4% in morning trading as Raymond James initiated Palantir as strong buy.</p><p><img src=\"https://static.tigerbbs.com/5eaa1ae817e73b807056ba7f0a5c25ce\" tg-width=\"856\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>Raymond James analyst Brian Gesuale initiated coverage of Palantir Technologies with a Strong Buy rating and $20 price target.</p><p>The company&#39;s software platform unifies, manages, and secures data across the enterprise, supporting low code/no code environment that connects business functions to operators, Gesuale tells investors in a research note. After falling 75% from its early 2021 peak, the stock&#39;s risk/reward is &#34;compelling&#34; for a software business with a 30% growth rate, gross margin structure in the 80% range with escalating contribution margins, and a balanced commercial and government customer mix, says the analyst. Gesuale says Palantir has a $120B total addressable market, equally split between commercial and government markets.</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>Palantir Shares Climbed 4% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Shares Climbed 4% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-21 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares climbed 4% in morning trading as Raymond James initiated Palantir as strong buy.</p><p><img src=\"https://static.tigerbbs.com/5eaa1ae817e73b807056ba7f0a5c25ce\" tg-width=\"856\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>Raymond James analyst Brian Gesuale initiated coverage of Palantir Technologies with a Strong Buy rating and $20 price target.</p><p>The company&#39;s software platform unifies, manages, and secures data across the enterprise, supporting low code/no code environment that connects business functions to operators, Gesuale tells investors in a research note. After falling 75% from its early 2021 peak, the stock&#39;s risk/reward is &#34;compelling&#34; for a software business with a 30% growth rate, gross margin structure in the 80% range with escalating contribution margins, and a balanced commercial and government customer mix, says the analyst. Gesuale says Palantir has a $120B total addressable market, equally split between commercial and government markets.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152188512","content_text":"Palantir shares climbed 4% in morning trading as Raymond James initiated Palantir as strong buy.Raymond James analyst Brian Gesuale initiated coverage of Palantir Technologies with a Strong Buy rating and $20 price target.The company's software platform unifies, manages, and secures data across the enterprise, supporting low code/no code environment that connects business functions to operators, Gesuale tells investors in a research note. After falling 75% from its early 2021 peak, the stock's risk/reward is \"compelling\" for a software business with a 30% growth rate, gross margin structure in the 80% range with escalating contribution margins, and a balanced commercial and government customer mix, says the analyst. Gesuale says Palantir has a $120B total addressable market, equally split between commercial and government markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074352035,"gmtCreate":1658302334827,"gmtModify":1676536137897,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Depends on what Musk do in the future&nbsp;","listText":"Depends on what Musk do in the future&nbsp;","text":"Depends on what Musk do in the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074352035","repostId":"1180458878","repostType":4,"repost":{"id":"1180458878","pubTimestamp":1658296438,"share":"https://www.laohu8.com/m/news/1180458878?lang=&edition=full","pubTime":"2022-07-20 13:53","market":"us","language":"en","title":"Tesla: The Gold Standard For Mission-Driven Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=1180458878","media":"Seeking Alpha","summary":"SummaryTesla’s mission is to accelerate the world’s transition to sustainable energy.There are count","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla’s mission is to accelerate the world’s transition to sustainable energy.</li><li>There are countless examples of decisions Tesla has taken to achieve this inspirational mission.</li><li>Perhaps most impressively, these decisions have also enhanced Tesla’s business performance at the same time.</li><li>If Tesla continues to be mission-driven, and I believe it will, then I think shareholders will reap the rewards over the upcoming decade.</li></ul><p><b>Overview</b></p><p>Most companies in the world today will have mission statements, which are supposed to be the north star of any company. Any employee should be able to look at whatever they&#39;re working on, and think &#39;yeah, this is helping us to achieve our mission&#39;. Often, mission-driven companies end up being more successful than their counterparts, as they attract and retain high-quality employees, customers, and long-term investors who can all get behind the mission.</p><p>But not all mission statements are created equal, and not all companies live up to this. I&#39;ll give a couple of examples.</p><p>&#39;To responsibly lead the transition of adult smokers to a smoke-free future&#39; is the mission statement of cigarette manufacturer Altria (MO), formerly Philip Morris. Can an employee coming up with the latest marketing strategy to sell their Marlboro cigarettes look at that mission statement and think they&#39;re achieving that? Absolutely not. It sounds like a great mission statement, but it is quite frankly ridiculous.</p><p>How does &#39;To provide the highest level of service, the broadest selection of products and the most competitive prices&#39; sound? I mean… this could be applied to literally <i>any</i> retailer; it&#39;s an awful mission statement, and certainly isn&#39;t going to inspire any employees. 10 points for whoever can guess the company behind this terrible mission statement in the comments.</p><p>Done correctly, a mission statement should be simple and inspirational whilst also being a north star that a company can look at to ensure it&#39;s on the road to accomplishing all that it wishes to achieve. Here&#39;s an example of a brilliant mission statement:</p><blockquote>To accelerate the world&#39;s transition to sustainable energy</blockquote><p>This, of course, is the mission statement of Tesla (NASDAQ:TSLA). It is simple (any employee would be able to recite it), inspirational (doing good for the planet), and can also be used as a north star, even as Tesla has diversified across industries (cars, energy, AI). As we saw with Altria, some companies have mission statements that sound great, but are not a &#39;north star&#39; - yet with Tesla, we have a company that does everything with its mission statement in mind, and I think that investors will reap the rewards over the years ahead.</p><p><img src=\"https://static.tigerbbs.com/b8fd7ca96fa95b86d3d2eb7f59ee23ee\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2021 Impact Report</p><p><b>Unmistakably Mission-Driven</b></p><p>There are numerous examples of Tesla taking actions that are not only mission-driven but have also been beneficial to the business. Some investors think that taking a mission-driven approach and trying to do some good in the world is just a company being &#39;woke&#39;, but Tesla proves that taking actions to accelerate the world&#39;s transition to sustainable energy can also drive business performance to new heights.</p><p>Back in June 2014, CEO Elon Musk wrote a blog post entitled All Our Patent Are Belong To You, and I&#39;m sure the phrasing is a pop-culture reference that I&#39;m missing.</p><p>In doing so, he announced that Tesla would apply an open source philosophy to its patents for the advancement of electric vehicle technology. Tesla vowed not to initiate patent lawsuits against anyone who, in good faith, wanted to use its technology for their own development of electric vehicles. This is primarily because Tesla saw its main competition as the number of ICE vehicles on the road - not electric car programs from major car manufacturers.</p><p>This decision made 8 years ago clearly has not harmed Tesla, but it successfully contributed to their mission. In fact, the company also calls out that it isn&#39;t patents that will continue to give them a competitive advantage:</p><blockquote>Technology leadership is not defined by patents, which history has repeatedly shown to be small protection indeed against a determined competitor, but rather by the ability of a company to attract and motivate the world&#39;s most talented engineers. We believe that applying the open source philosophy to our patents will strengthen rather than diminish Tesla&#39;s position in this regard.</blockquote><p>Turns out, they were absolutely right - but this is only the start.</p><p>In 2017, Tesla Motors changed its name to Tesla, reflecting the company&#39;s expansion beyond cars into batteries and solar energy. Clearly a jump into different industries, but once again with the aim of achieving its mission - particularly thanks to the 2016 acquisition of SolarCity.</p><p>Nowadays, Tesla offers a range of additional products for solar energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home; Megapack, an energy storage solution for much larger facilities; and Solar Roof, which is well... a solar powered roof. By making this change to the company, Tesla opened up a whole new avenue in which it can generate value for shareholders, all whilst taking another step closer to achieving its mission. In fact, Tesla solar panels have generated more electricity than has been consumed by its vehicles and factories from 2012 through to 2021.</p><p><img src=\"https://static.tigerbbs.com/3c2c54c669e95988bd15f525540cb1ea\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2021 Impact Report</p><p>These are just a few examples of Tesla expanding the business to both achieve its mission and also deliver shareholder value. Others include:</p><ul><li><b>Open Supercharger Network</b>: More cars using these superchargers provide additional revenue for Tesla, plus it also enables greater efficiency and broader expansion opportunities.</li><li><b>Autonomous Driving</b>: Gives an additional incentive to use Tesla cars, and the opportunity for robotaxis will clearly result in more Tesla EVs on the road.</li><li><b>Battery Recycling</b>: Creates less waste in the supply chain but also enables Tesla to repurpose components of old batteries when creating new ones, particularly when it comes to harder-to-obtain minerals such as lithium.</li><li><b>Production &amp; Supply Chain Localisation</b>: Reduces emissions whilst also reducing the cost of transporting finished goods across the globe.</li></ul><p><img src=\"https://static.tigerbbs.com/77d85854f1b29142e8c3048597793a9e\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2020 Impact Report</p><p><b>Why Does It Matter?</b></p><p>We can see past instances where Tesla&#39;s mission-driven approach has led to changes in the company, but what are the implications for shareholders?</p><p>Firstly, there&#39;s no denying that one of Tesla&#39;s strongest economic moats is its brand. Whilst this is in part driven by its technical expertise, Tesla has also managed to appeal to the ever-more conscientious consumer who cares about this transition to sustainable energy.</p><p>The company&#39;s eco-friendly mission has accelerated the value of Tesla&#39;s brand substantially, with Tesla now being the world&#39;s 29th most valuable brand according to Kantar BrandZ- notably, the highest rating for a car brand, with its closest competitor being Toyota, ranked 66th.</p><p><img src=\"https://static.tigerbbs.com/e415859215c77612da6b58c6605441d4\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p>Kantar BrandZ Most Valuable Global Brands 2022</p><p>Strong brands have a history of delivering impressive shareholder returns, and Tesla has been no different. Its ability to deliver on its inspirational mission should only further help to supercharge growth for the company.</p><p>But it&#39;s not just about enhancing the brand; Tesla&#39;s mission-driven approach will continue to drive the company forward in ways that cannot yet be foreseen - although perhaps there is one aspect that we can dive into further.</p><p>Tesla recently announced that it was piloting an open Supercharger network throughout some European countries. On the face of it, this decision will take Tesla one step closer to achieving its mission but will be detrimental to the company. I believe that another smaller economic moat possessed by Tesla relates to its switching costs for the Supercharger network - without a Tesla, you cannot access it - and it feels like Tesla might be forgoing this moat in the name of its mission, thereby weakening the business.</p><p>But dig a little deeper, and the potential switch away from a closed Supercharger network makes a lot of sense. As it stands, Tesla is somewhat limited in the amount of Supercharger stations that it can build - is there any point building out some if there are just 100 Teslas in a town? Yet... what if there are 100 Teslas, but 1,000 electric or hybrid vehicles? Tesla&#39;s Superchargers are the best in the business according to JD Power, and so the demand would be there from non-Tesla owners to utilise these rapid charging stations.</p><p>Then take it one step further and consider the direction the world is heading in. We will all be driving electric vehicles eventually, whether that&#39;s in 10, 20, or 50 years, and these EV charging stations will be the norm, just as gas stations are today. But could you imagine General Motors (GM) owning a bunch of gas stations at which you could only refuel GM cars? It would seem silly and inefficient, and I believe this is what the Tesla Supercharger network would turn into if it failed to open up.</p><p>This is just one example of something that is only being piloted right now, but it shows how Tesla&#39;s mission statement combined with the tailwinds driving the transition to sustainable energy can result in this company being ahead of the game - as it always has been, and I hope it will continue to do so.</p><p><b>Tailwinds Pushing This Mission Forward</b></p><p>Let&#39;s reiterate once again: Tesla&#39;s mission statement is to accelerate the world&#39;s transition to sustainable energy.</p><p>Another aspect shareholders should love about this mission statement is the number of tailwinds behind it. Governments across the globe are incentivised to transition from fossil fuels to sustainable energy sources, and there is more and more pressure being put on these governments to take action. This should only help Tesla&#39;s growth to accelerate - but don&#39;t just take my word for it.</p><p>According toFacts and Factors, the global EV market is expected to grow from a size of $185B in 2021 to $980B in 2028, implying a 24.5% CAGR.</p><p>According to Precedence Research, the global solar power market is poised to grow at a 7.2% CAGR from 2021 through to 2030, reaching a size of $368B.</p><p><img src=\"https://static.tigerbbs.com/b024f31dfd3427917a0089dcb41f086b\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Precedence Research</p><p>Finally, according to Fortune Business Insights, the EV charging station market is expected to grow at a 30.26% CAGR from 2021 through to 2028, achieving an overall market size of $111.9B.</p><p>What&#39;s the takeaway? Not only is Tesla able to improve its business performance by achieving its mission, but the mission-driven avenues that this company is exploring are growing market opportunities.</p><p>This is a perfect mission to inspire employees and create customer loyalty, but it is also a brilliant mission when it comes to expanding the business into new, emerging trends and potentially huge market opportunities. Talk about a win-win!</p><p><img src=\"https://static.tigerbbs.com/ce7e089ac5fe9ffb0abace40d439c26a\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2021 Impact Report</p><p><b>Valuation</b></p><p>I know, I know… I had to ruin it by talking about valuation. Yet Tesla&#39;s valuation may not be as unreasonable as some in the financial media like to make out. I explained the full rationale behind my valuation model in my previous article, and nothing has changed since (apart from the current market capitalisation).</p><p><img src=\"https://static.tigerbbs.com/837632439f7d611f8cf8f9ff348af656\" tg-width=\"640\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>Tesla SEC Filings/Excel</p><p>Basically, I think shares are reasonably priced, particularly if you believe that Tesla can achieve a revenue CAGR of over 28% through to 2026 (spoiler alert - I do).</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>Tesla: The Gold Standard For Mission-Driven Companies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: The Gold Standard For Mission-Driven Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524281-tesla-tsla-gold-standard-for-mission-driven-companies?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla’s mission is to accelerate the world’s transition to sustainable energy.There are countless examples of decisions Tesla has taken to achieve this inspirational mission.Perhaps most ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524281-tesla-tsla-gold-standard-for-mission-driven-companies?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4524281-tesla-tsla-gold-standard-for-mission-driven-companies?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180458878","content_text":"SummaryTesla’s mission is to accelerate the world’s transition to sustainable energy.There are countless examples of decisions Tesla has taken to achieve this inspirational mission.Perhaps most impressively, these decisions have also enhanced Tesla’s business performance at the same time.If Tesla continues to be mission-driven, and I believe it will, then I think shareholders will reap the rewards over the upcoming decade.OverviewMost companies in the world today will have mission statements, which are supposed to be the north star of any company. Any employee should be able to look at whatever they're working on, and think 'yeah, this is helping us to achieve our mission'. Often, mission-driven companies end up being more successful than their counterparts, as they attract and retain high-quality employees, customers, and long-term investors who can all get behind the mission.But not all mission statements are created equal, and not all companies live up to this. I'll give a couple of examples.'To responsibly lead the transition of adult smokers to a smoke-free future' is the mission statement of cigarette manufacturer Altria (MO), formerly Philip Morris. Can an employee coming up with the latest marketing strategy to sell their Marlboro cigarettes look at that mission statement and think they're achieving that? Absolutely not. It sounds like a great mission statement, but it is quite frankly ridiculous.How does 'To provide the highest level of service, the broadest selection of products and the most competitive prices' sound? I mean… this could be applied to literally any retailer; it's an awful mission statement, and certainly isn't going to inspire any employees. 10 points for whoever can guess the company behind this terrible mission statement in the comments.Done correctly, a mission statement should be simple and inspirational whilst also being a north star that a company can look at to ensure it's on the road to accomplishing all that it wishes to achieve. Here's an example of a brilliant mission statement:To accelerate the world's transition to sustainable energyThis, of course, is the mission statement of Tesla (NASDAQ:TSLA). It is simple (any employee would be able to recite it), inspirational (doing good for the planet), and can also be used as a north star, even as Tesla has diversified across industries (cars, energy, AI). As we saw with Altria, some companies have mission statements that sound great, but are not a 'north star' - yet with Tesla, we have a company that does everything with its mission statement in mind, and I think that investors will reap the rewards over the years ahead.Tesla 2021 Impact ReportUnmistakably Mission-DrivenThere are numerous examples of Tesla taking actions that are not only mission-driven but have also been beneficial to the business. Some investors think that taking a mission-driven approach and trying to do some good in the world is just a company being 'woke', but Tesla proves that taking actions to accelerate the world's transition to sustainable energy can also drive business performance to new heights.Back in June 2014, CEO Elon Musk wrote a blog post entitled All Our Patent Are Belong To You, and I'm sure the phrasing is a pop-culture reference that I'm missing.In doing so, he announced that Tesla would apply an open source philosophy to its patents for the advancement of electric vehicle technology. Tesla vowed not to initiate patent lawsuits against anyone who, in good faith, wanted to use its technology for their own development of electric vehicles. This is primarily because Tesla saw its main competition as the number of ICE vehicles on the road - not electric car programs from major car manufacturers.This decision made 8 years ago clearly has not harmed Tesla, but it successfully contributed to their mission. In fact, the company also calls out that it isn't patents that will continue to give them a competitive advantage:Technology leadership is not defined by patents, which history has repeatedly shown to be small protection indeed against a determined competitor, but rather by the ability of a company to attract and motivate the world's most talented engineers. We believe that applying the open source philosophy to our patents will strengthen rather than diminish Tesla's position in this regard.Turns out, they were absolutely right - but this is only the start.In 2017, Tesla Motors changed its name to Tesla, reflecting the company's expansion beyond cars into batteries and solar energy. Clearly a jump into different industries, but once again with the aim of achieving its mission - particularly thanks to the 2016 acquisition of SolarCity.Nowadays, Tesla offers a range of additional products for solar energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home; Megapack, an energy storage solution for much larger facilities; and Solar Roof, which is well... a solar powered roof. By making this change to the company, Tesla opened up a whole new avenue in which it can generate value for shareholders, all whilst taking another step closer to achieving its mission. In fact, Tesla solar panels have generated more electricity than has been consumed by its vehicles and factories from 2012 through to 2021.Tesla 2021 Impact ReportThese are just a few examples of Tesla expanding the business to both achieve its mission and also deliver shareholder value. Others include:Open Supercharger Network: More cars using these superchargers provide additional revenue for Tesla, plus it also enables greater efficiency and broader expansion opportunities.Autonomous Driving: Gives an additional incentive to use Tesla cars, and the opportunity for robotaxis will clearly result in more Tesla EVs on the road.Battery Recycling: Creates less waste in the supply chain but also enables Tesla to repurpose components of old batteries when creating new ones, particularly when it comes to harder-to-obtain minerals such as lithium.Production & Supply Chain Localisation: Reduces emissions whilst also reducing the cost of transporting finished goods across the globe.Tesla 2020 Impact ReportWhy Does It Matter?We can see past instances where Tesla's mission-driven approach has led to changes in the company, but what are the implications for shareholders?Firstly, there's no denying that one of Tesla's strongest economic moats is its brand. Whilst this is in part driven by its technical expertise, Tesla has also managed to appeal to the ever-more conscientious consumer who cares about this transition to sustainable energy.The company's eco-friendly mission has accelerated the value of Tesla's brand substantially, with Tesla now being the world's 29th most valuable brand according to Kantar BrandZ- notably, the highest rating for a car brand, with its closest competitor being Toyota, ranked 66th.Kantar BrandZ Most Valuable Global Brands 2022Strong brands have a history of delivering impressive shareholder returns, and Tesla has been no different. Its ability to deliver on its inspirational mission should only further help to supercharge growth for the company.But it's not just about enhancing the brand; Tesla's mission-driven approach will continue to drive the company forward in ways that cannot yet be foreseen - although perhaps there is one aspect that we can dive into further.Tesla recently announced that it was piloting an open Supercharger network throughout some European countries. On the face of it, this decision will take Tesla one step closer to achieving its mission but will be detrimental to the company. I believe that another smaller economic moat possessed by Tesla relates to its switching costs for the Supercharger network - without a Tesla, you cannot access it - and it feels like Tesla might be forgoing this moat in the name of its mission, thereby weakening the business.But dig a little deeper, and the potential switch away from a closed Supercharger network makes a lot of sense. As it stands, Tesla is somewhat limited in the amount of Supercharger stations that it can build - is there any point building out some if there are just 100 Teslas in a town? Yet... what if there are 100 Teslas, but 1,000 electric or hybrid vehicles? Tesla's Superchargers are the best in the business according to JD Power, and so the demand would be there from non-Tesla owners to utilise these rapid charging stations.Then take it one step further and consider the direction the world is heading in. We will all be driving electric vehicles eventually, whether that's in 10, 20, or 50 years, and these EV charging stations will be the norm, just as gas stations are today. But could you imagine General Motors (GM) owning a bunch of gas stations at which you could only refuel GM cars? It would seem silly and inefficient, and I believe this is what the Tesla Supercharger network would turn into if it failed to open up.This is just one example of something that is only being piloted right now, but it shows how Tesla's mission statement combined with the tailwinds driving the transition to sustainable energy can result in this company being ahead of the game - as it always has been, and I hope it will continue to do so.Tailwinds Pushing This Mission ForwardLet's reiterate once again: Tesla's mission statement is to accelerate the world's transition to sustainable energy.Another aspect shareholders should love about this mission statement is the number of tailwinds behind it. Governments across the globe are incentivised to transition from fossil fuels to sustainable energy sources, and there is more and more pressure being put on these governments to take action. This should only help Tesla's growth to accelerate - but don't just take my word for it.According toFacts and Factors, the global EV market is expected to grow from a size of $185B in 2021 to $980B in 2028, implying a 24.5% CAGR.According to Precedence Research, the global solar power market is poised to grow at a 7.2% CAGR from 2021 through to 2030, reaching a size of $368B.Precedence ResearchFinally, according to Fortune Business Insights, the EV charging station market is expected to grow at a 30.26% CAGR from 2021 through to 2028, achieving an overall market size of $111.9B.What's the takeaway? Not only is Tesla able to improve its business performance by achieving its mission, but the mission-driven avenues that this company is exploring are growing market opportunities.This is a perfect mission to inspire employees and create customer loyalty, but it is also a brilliant mission when it comes to expanding the business into new, emerging trends and potentially huge market opportunities. Talk about a win-win!Tesla 2021 Impact ReportValuationI know, I know… I had to ruin it by talking about valuation. Yet Tesla's valuation may not be as unreasonable as some in the financial media like to make out. I explained the full rationale behind my valuation model in my previous article, and nothing has changed since (apart from the current market capitalisation).Tesla SEC Filings/ExcelBasically, I think shares are reasonably priced, particularly if you believe that Tesla can achieve a revenue CAGR of over 28% through to 2026 (spoiler alert - I do).","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072543427,"gmtCreate":1658071130069,"gmtModify":1676536100920,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hahah","listText":"Hahah","text":"Hahah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072543427","repostId":"2251464222","repostType":4,"repost":{"id":"2251464222","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657929818,"share":"https://www.laohu8.com/m/news/2251464222?lang=&edition=full","pubTime":"2022-07-16 08:03","market":"us","language":"en","title":"Elon Musk Seeks to Block Twitter's Request for Expedited Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=2251464222","media":"Reuters","summary":"Elon Musk filed a motion on Friday opposing Twitter Inc's    request to fast-track a trial over his ","content":"<html><head></head><body><p>Elon Musk filed a motion on Friday opposing <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc&#39;s    request to fast-track a trial over his plan to terminate his $44 billion deal for the social media firm.</p><p>Musk&#39;s lawyers, in papers filed with the Delaware Chancery Court, said Twitter&#39;s &#34;unjustifiable request to rush this $44 billion merger case to trial in just two months&#34; should be rejected.</p><p>&#34;Twitter&#39;s sudden request for warp speed after two months of foot-dragging and obfuscation is its latest tactic to shroud the truth about spam accounts long enough to railroad defendants into closing,&#34; the filing said.</p><p>The lawyers argued that the core dispute over false and spam accounts is fundamental to Twitter&#39;s value, is extremely fact- and expert-intensive, and will require substantial time for discovery.</p><p>The lawyers have requested a trial date on or after Feb. 13 next year.</p><p>Twitter declined to comment.</p><p>Shares of Twitter were down 0.69% in extended trading.<img src=\"https://static.tigerbbs.com/2cfcd9ac089326e5fa29fb329cfa8da6\" tg-width=\"840\" tg-height=\"843\" width=\"100%\" height=\"auto\"/></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>Elon Musk Seeks to Block Twitter's Request for Expedited Trial</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\">\nElon Musk Seeks to Block Twitter's Request for Expedited Trial\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-16 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk filed a motion on Friday opposing <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc&#39;s    request to fast-track a trial over his plan to terminate his $44 billion deal for the social media firm.</p><p>Musk&#39;s lawyers, in papers filed with the Delaware Chancery Court, said Twitter&#39;s &#34;unjustifiable request to rush this $44 billion merger case to trial in just two months&#34; should be rejected.</p><p>&#34;Twitter&#39;s sudden request for warp speed after two months of foot-dragging and obfuscation is its latest tactic to shroud the truth about spam accounts long enough to railroad defendants into closing,&#34; the filing said.</p><p>The lawyers argued that the core dispute over false and spam accounts is fundamental to Twitter&#39;s value, is extremely fact- and expert-intensive, and will require substantial time for discovery.</p><p>The lawyers have requested a trial date on or after Feb. 13 next year.</p><p>Twitter declined to comment.</p><p>Shares of Twitter were down 0.69% in extended trading.<img src=\"https://static.tigerbbs.com/2cfcd9ac089326e5fa29fb329cfa8da6\" tg-width=\"840\" tg-height=\"843\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4527":"明星科技股","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251464222","content_text":"Elon Musk filed a motion on Friday opposing Twitter Inc's    request to fast-track a trial over his plan to terminate his $44 billion deal for the social media firm.Musk's lawyers, in papers filed with the Delaware Chancery Court, said Twitter's \"unjustifiable request to rush this $44 billion merger case to trial in just two months\" should be rejected.\"Twitter's sudden request for warp speed after two months of foot-dragging and obfuscation is its latest tactic to shroud the truth about spam accounts long enough to railroad defendants into closing,\" the filing said.The lawyers argued that the core dispute over false and spam accounts is fundamental to Twitter's value, is extremely fact- and expert-intensive, and will require substantial time for discovery.The lawyers have requested a trial date on or after Feb. 13 next year.Twitter declined to comment.Shares of Twitter were down 0.69% in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071204656,"gmtCreate":1657531588975,"gmtModify":1676536021077,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071204656","repostId":"1103442229","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044675968,"gmtCreate":1656756632854,"gmtModify":1676535890180,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Let's go!","listText":"Let's go!","text":"Let's go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044675968","repostId":"2248897596","repostType":4,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045947730,"gmtCreate":1656554455920,"gmtModify":1676535852900,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045947730","repostId":"2247102405","repostType":4,"repost":{"id":"2247102405","pubTimestamp":1656554022,"share":"https://www.laohu8.com/m/news/2247102405?lang=&edition=full","pubTime":"2022-06-30 09:53","market":"us","language":"en","title":"Apple: Don't Fight Against The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2247102405","media":"Seekingalpha","summary":"Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) st","content":"<html><head></head><body><h2>Price Action Thesis</h2><p>We follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the last sell-off. Notably, it formed a validated bear trap (significant rejection of selling momentum), corroborating its May bottom.</p><p>However, another June sell-off soon took out its May lows, which invalidated its bear trap. As a result, we revisited our price action thesis and realized we had been wrong on AAPL stock. We revised our rating to Buy too early in 2022, as AAPL formed a double top bull trap (significant rejection of buying momentum) at the end of March.</p><p>Therefore, instead of turning cautious due to its double top, we kept our Buy rating and executed poorly. Consequently, we are reminded again by the market never to ignore the presence of double tops, as they often portend early warning signals to significant trend reversals.</p><p>Notwithstanding, AAPL is still holding its June lows. However, we are not convinced that the digestion from its double top has been completed. Also, our reverse cash flow model indicates that AAPL could underperform the market even at the current levels.</p><p>Accordingly, we believe revising our rating from Buy to Hold is appropriate.</p><h2>AAPL - Trend Has Turned Decisively Bearish</h2><p><img src=\"https://static.tigerbbs.com/38a3910949c6058150395b757a3503a6\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL price chart (monthly) (TradingView)</p><p>Despite the steep sell-off from its March double top, AAPL is still in a long-term uptrend. Therefore, we believe some long-term AAPL investors remain unperturbed.</p><p>However, we urge caution as AAPL&#39;s surge from its COVID bottom was too fast, helping the stock outperform the market significantly over the past two years. However, such a massive surge is unsustainable unless the company can continue delivering on massive earnings or free cash flow growth from highly challenging comps.</p><p>Furthermore, AAPL&#39;s price action looks extended. As a result, we believe that the digestion from the double top has not been completed, with steeper sell-offs moving forward.</p><p><img src=\"https://static.tigerbbs.com/9a076eb75f450583b6ab364ebde40ad8\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AAPL price chart (weekly) (TradingView)</p><p>Moving into its weekly chart, we can glean the double top at the end of March. Even though AAPL staged a validated bear trap in May as expected, it has already been invalidated by June&#39;s sell-off. Investors are reminded to accord higher precedence to double top price action. Initial bear traps following a double top are usually unreliable.</p><p>Notwithstanding, AAPL is still holding its June lows, but its momentum has already turned decisively bearish. Therefore, AAPL&#39;s bias continues to the downside if it cannot retake its near-term resistance convincingly.</p><p>Therefore, we will be watching its price action closely. Investors should be prepared for a steep sell-off if it fails its near-term resistance re-test and forms a bull trap.</p><h2>Apple Could Significantly Underperform The Market</h2><p><img src=\"https://static.tigerbbs.com/41ba9d7cfac4a1b1c26f3d4535b442fd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple revenue change % and GAAP EPS change % consensus estimates (S&amp;P Cap IQ)</p><p>Apple still deserves plaudits for its impressive EPS growth, as seen above. Despite tepid revenue growth metrics, it has consistently posted more robust EPS growth, supported by its stock repurchase programs.</p><p>Notwithstanding, Apple&#39;s revenue growth is expected to moderate significantly over the next few years. Moreover, its EPS growth is projected to slow considerably as it laps increasingly challenging comps. Hence, unless Apple can deliver something massive that can move the needle (Apple car?), it&#39;s challenging to expect Apple to outperform the market moving forward.</p><p><img src=\"https://static.tigerbbs.com/55cbe4a98a878e9069e764c8bfc38786\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Apple EBIT margins % and FCF margins % consensus estimates (S&amp;P Cap IQ)</p><p>Notwithstanding, Apple is a massive cash flow machine, converting most of its EBIT profitability into free cash flow (FCF), as seen above. As a result, it&#39;s expected to continue underpinning its robust FCF margins despite the slowdown in revenue growth.</p><table><tbody><tr><td>Stock</td><td>AAPL</td></tr><tr><td>Assumed entry level</td><td>$129</td></tr><tr><td>Hurdle rate (CAGR)</td><td>22.98%</td></tr><tr><td>Projection through</td><td>CQ4&#39;26</td></tr><tr><td>Required FCF yield in CQ4&#39;26</td><td>7.14%</td></tr><tr><td>Assumed TTM FCF margin in CQ4&#39;26</td><td>27%</td></tr><tr><td>Implied TTM revenue by CQ4&#39;26</td><td>$1.4T</td></tr></tbody></table><p><i>AAPL reverse cash flow valuation model. Data source: S&amp;P Cap IQ, author</i></p><p>AAPL has outperformed the Invesco QQQ <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (QQQ) over the past five to ten years. It delivered a 5Y total return CAGR of 31.84% (Vs. QQQ&#39;s 15.99%). It also posted a 10Y total return CAGR of 22.98% (Vs. QQQ&#39;s 17.52%).</p><p>Therefore, to make sense of whether the market expects AAPL to outperform moving ahead, we used an assumed entry price of $129 (near-term support). We also applied a hurdle rate of 22.98% (equivalent to its 10Y average performance) and used the 10Y mean of its FCF yield of 7.14%.</p><p>As a result, we require Apple to post revenue of $1.4T by CQ4&#39;26, which is &#34;impossible,&#34; based on the current consensus estimates. Hence, we believe the market is likely pricing in further weakness in AAPL as it could significantly underperform the market.</p><p>Investors should note that AAPL traded at FCF yields as high as 11.8% over the past ten years. So, its current FCF yield of 4.64% is nowhere near those levels.</p><h2>Is AAPL Stock A Buy, Sell, Or Hold?</h2><p><i>We revise our rating on AAPL from Buy to Hold.</i> While AAPL could maintain its near-term support and hold its June lows, we are convinced it could underperform the market.</p><p>Therefore, it&#39;s better to reallocate capital to other well-beaten down tech stocks that could outperform, given the prolonged bear market in growth stocks.</p><p>Also, our price action analysis indicates that AAPL has moved decisively into a bearish bias. Therefore, the market could use its current consolidation to distribute the stock further before setting up another bull trap to force a steeper sell-off.</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>Apple: Don't Fight Against The Market</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\">\nApple: Don't Fight Against The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4520995-apple-dont-fight-against-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247102405","content_text":"Price Action ThesisWe follow up with a detailed price action analysis of Apple Inc. (NASDAQ:AAPL) stock. We posited in our previous update in May that AAPL could bottom soon, given the extent of the last sell-off. Notably, it formed a validated bear trap (significant rejection of selling momentum), corroborating its May bottom.However, another June sell-off soon took out its May lows, which invalidated its bear trap. As a result, we revisited our price action thesis and realized we had been wrong on AAPL stock. We revised our rating to Buy too early in 2022, as AAPL formed a double top bull trap (significant rejection of buying momentum) at the end of March.Therefore, instead of turning cautious due to its double top, we kept our Buy rating and executed poorly. Consequently, we are reminded again by the market never to ignore the presence of double tops, as they often portend early warning signals to significant trend reversals.Notwithstanding, AAPL is still holding its June lows. However, we are not convinced that the digestion from its double top has been completed. Also, our reverse cash flow model indicates that AAPL could underperform the market even at the current levels.Accordingly, we believe revising our rating from Buy to Hold is appropriate.AAPL - Trend Has Turned Decisively BearishAAPL price chart (monthly) (TradingView)Despite the steep sell-off from its March double top, AAPL is still in a long-term uptrend. Therefore, we believe some long-term AAPL investors remain unperturbed.However, we urge caution as AAPL's surge from its COVID bottom was too fast, helping the stock outperform the market significantly over the past two years. However, such a massive surge is unsustainable unless the company can continue delivering on massive earnings or free cash flow growth from highly challenging comps.Furthermore, AAPL's price action looks extended. As a result, we believe that the digestion from the double top has not been completed, with steeper sell-offs moving forward.AAPL price chart (weekly) (TradingView)Moving into its weekly chart, we can glean the double top at the end of March. Even though AAPL staged a validated bear trap in May as expected, it has already been invalidated by June's sell-off. Investors are reminded to accord higher precedence to double top price action. Initial bear traps following a double top are usually unreliable.Notwithstanding, AAPL is still holding its June lows, but its momentum has already turned decisively bearish. Therefore, AAPL's bias continues to the downside if it cannot retake its near-term resistance convincingly.Therefore, we will be watching its price action closely. Investors should be prepared for a steep sell-off if it fails its near-term resistance re-test and forms a bull trap.Apple Could Significantly Underperform The MarketApple revenue change % and GAAP EPS change % consensus estimates (S&P Cap IQ)Apple still deserves plaudits for its impressive EPS growth, as seen above. Despite tepid revenue growth metrics, it has consistently posted more robust EPS growth, supported by its stock repurchase programs.Notwithstanding, Apple's revenue growth is expected to moderate significantly over the next few years. Moreover, its EPS growth is projected to slow considerably as it laps increasingly challenging comps. Hence, unless Apple can deliver something massive that can move the needle (Apple car?), it's challenging to expect Apple to outperform the market moving forward.Apple EBIT margins % and FCF margins % consensus estimates (S&P Cap IQ)Notwithstanding, Apple is a massive cash flow machine, converting most of its EBIT profitability into free cash flow (FCF), as seen above. As a result, it's expected to continue underpinning its robust FCF margins despite the slowdown in revenue growth.StockAAPLAssumed entry level$129Hurdle rate (CAGR)22.98%Projection throughCQ4'26Required FCF yield in CQ4'267.14%Assumed TTM FCF margin in CQ4'2627%Implied TTM revenue by CQ4'26$1.4TAAPL reverse cash flow valuation model. Data source: S&P Cap IQ, authorAAPL has outperformed the Invesco QQQ Pacer Swan SOS Fund of Funds ETF|ETF (QQQ) over the past five to ten years. It delivered a 5Y total return CAGR of 31.84% (Vs. QQQ's 15.99%). It also posted a 10Y total return CAGR of 22.98% (Vs. QQQ's 17.52%).Therefore, to make sense of whether the market expects AAPL to outperform moving ahead, we used an assumed entry price of $129 (near-term support). We also applied a hurdle rate of 22.98% (equivalent to its 10Y average performance) and used the 10Y mean of its FCF yield of 7.14%.As a result, we require Apple to post revenue of $1.4T by CQ4'26, which is \"impossible,\" based on the current consensus estimates. Hence, we believe the market is likely pricing in further weakness in AAPL as it could significantly underperform the market.Investors should note that AAPL traded at FCF yields as high as 11.8% over the past ten years. So, its current FCF yield of 4.64% is nowhere near those levels.Is AAPL Stock A Buy, Sell, Or Hold?We revise our rating on AAPL from Buy to Hold. While AAPL could maintain its near-term support and hold its June lows, we are convinced it could underperform the market.Therefore, it's better to reallocate capital to other well-beaten down tech stocks that could outperform, given the prolonged bear market in growth stocks.Also, our price action analysis indicates that AAPL has moved decisively into a bearish bias. Therefore, the market could use its current consolidation to distribute the stock further before setting up another bull trap to force a steeper sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042085034,"gmtCreate":1656404167428,"gmtModify":1676535822262,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nio is good but the ear must stop.","listText":"Nio is good but the ear must stop.","text":"Nio is good but the ear must stop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042085034","repostId":"2246206338","repostType":4,"repost":{"id":"2246206338","pubTimestamp":1656399806,"share":"https://www.laohu8.com/m/news/2246206338?lang=&edition=full","pubTime":"2022-06-28 15:03","market":"hk","language":"en","title":"NIO: A Volatile But Very Profitable Road Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2246206338","media":"Seekingalpha","summary":"There's a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several ne","content":"<html><head></head><body><p>There&#39;s a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several negative catalysts that drove the price down to as low as $11.67 on May 12. Since then, it has doubled as I write, making it a terrific performer for those that got in near the low.</p><p>The quick jump in price does make me believe there will be an eventual sell-off as investors take some profits off the table, which could further drop if temporary bad news hits the stock near the time of a sell-off; the most likely being another shutdown in Shanghai.</p><p>But even in that worst-case scenario, the downward pressure on the price of NIO would only be temporary because the narrative surrounding the company has been consistently improving over the last month or so.</p><p>I believe the worst is behind NIO because the negative catalysts have already been baked into its share price. For that reason, it should enjoy steady and consistent growth going forward, although it will likely be a bumpy ride. Patient investors should generate some solid returns over the next couple of years and further out if there are no macro-economic or significant geopolitical events that impact the global economy and the EV sector.</p><h2>How to view the temporary macro challenges NIO faces</h2><p>I always ask myself two questions when looking at a company that appears to have been oversold like NIO, and they&#39;re these: has anything changed in the fundamentals of the sector, or has anything changed in the fundamentals of the company? The answer to both of these questions for NIO is no.</p><p>The EV sector is on a long-term growth trajectory, and NIO has positioned itself, through the increase of its production capacity and the introduction of new models, to take advantage of the EV trend.</p><p>Even with chips shortages, government shutdowns in China, temporary negative sentiment concerning China-based companies in general, the weakening global economy, delisting concerns in the U.S., and some inflationary pressure on commodities and chips, NIO is still managing to work its way out of short-term delivery challenges as demand for its vehicles continue to remain high.</p><p>Concerning things it has control over, it is raising prices and boosting production in order to mitigate increasing prices for commodities and chips. It has also listed on the Main Board of the Singapore Exchange to assuage concerns over possibly being delisted in the U.S.</p><p>It also continues to enlarge its charging and swapping network. At the end of the first quarter, it had over 960 battery swapping stations installed in 197 cities. It has &#34;829 supercharging stations and 1,140 destination chargers.&#34;</p><p>As for chip shortages, management stated in its latest earnings report that the chip shortage in June is related less to previous chip supply constraints and more to the boost in production capacity; for that reason the company believes chip supplies can be managed.</p><h2>Positive catalysts for NIO</h2><p>Among the positive catalysts for the company are the attractive valuation as a result of being oversold, increasing deliveries, expanding model portfolio, its boost in production, and the growth of its battery swap stations.</p><p>Initial response to the company&#39;s latest earnings report was a sell-off, as investors reacted to contracting margins coming from higher commodity and chip prices. But once the market absorbed the overall report and more numbers have come in, investors started looking at deliveries and the expected increase in production going forward.</p><p>For example, in May NIO boosted deliveries to 7,024, bring its total for the year to 37,866, up almost 12 percent year-over-year. Revenue jumped to $1.56 billion, a gain of 24 percent from 1Q 2021.</p><p>The point here is investors are starting to look at revenue and deliveries more than the past negative catalysts, as I mentioned earlier, have been already baked into the share price of NIO.</p><p>Other positive catalysts include the recent launch of its highly anticipated ES7. Deliveries for the crossover are scheduled for August 28th. China&#39;s Ministry of Industry and Information Technology (MIIT) stated in a symposium that it is researching ways to boost its manufacturing sector as a result of the impact from COVID-19 restrictions. It is believed the EV sector in China will be a beneficiary of the new policies.</p><p>Last, China&#39;s State Council is expected to retain tax breaks already in place in order to stimulate demand for EV sales. Council members believe the tax cuts would generate $29.8 billion in consumer spending on the sector.</p><p>All of these things are tailwinds for NIO as it continues growth momentum.</p><h2>Probable taking of profits from NIO stock</h2><p>If we see any negative catalyst that spooks NIO shareholders, I believe we&#39;ll see a fairly quick sell-off in shares in order to protect profits. To get an idea of the type of numbers we&#39;re looking at in a sell-off, we&#39;ll look at the last couple of months when the share price of NIO corrected.</p><p>On May 4 traded at a little over $18.00 per share as a high, and by May 12 dropped to a 52-week low of $11.67. On May 20 it traded at a high of around $17.50, and by May 25 fell to $14.00 per share. More recently, on June 8 it traded at close to $20.45, and on June 13 dropped to a little under $16.00 per share. Since it dropped to about $16.00 per share on June 13, the price has soared to over $23.00 per share on June 23. Since May 12 the share price of NIO has about doubled.</p><p>My thought here is anything that causes the market to produce fear will result in some quick offloading of shares in NIO. If there is a negative catalyst combined with taking profits, the share price will take a significant hit, but I don&#39;t see it lingering for long. I believe NIO has turned the corner and any negative news will only have a temporal effect on the company. As mentioned above, everything negative has already been priced into the share price of NIO, and the only thing that will potentially disrupt its momentum is another prolonged shutdown of Shanghai in response to a COVID outbreak. But again, this does nothing to change the fundamentals of the EV market, neither the fundamentals of NIO as a company.</p><p>I&#39;m bringing this up because shareholders shouldn&#39;t be too concerned about this in any way. My point of view is NIO is in no danger in the short or long term, and the only thing that negative catalysts can do is extend the time it takes for the company to resume extraordinary growth.</p><h2>Conclusion</h2><p>Since I see NIO&#39;s share price being disproportionately punished in response to macroeconomic and geopolitical events and concerns, it is very likely to outperform its peers in the near term as it moves back into alignment with its strong fundamentals.</p><p>Further out, it is wisely building out production capacity as it introduces new models, positioning itself for a strong growth spurt as consumers start to spend again.</p><p>With supply chains improving and the company boosting the price of its models in response to increase in the price of commodities and chips, it is improving its margins and bottom line under difficult circumstances. That said, some of its pre-orders in the past will take a hit until the company works through its inventory and fills those orders.</p><p>My thesis is it&#39;s not a matter of if, but when NIO starts to regain strong growth momentum as it increases deliveries from strong consumer demand and larger production capacity.</p><p>As we&#39;ve seen after it hit its 52-week low on May 12, it has already doubled from that level. Once market sentiment improves even more, it&#39;s going to go a lot higher in the long haul.</p><p>The key to me is to ignore the volatility in the EV sector and NIO&#39;s share price, focusing rather on the way the company has positioned itself to grow long into the future.</p><p>There is no doubt in my mind that patient investors are going to be handsomely rewarded.</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>NIO: A Volatile But Very Profitable Road Ahead</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\">\nNIO: A Volatile But Very Profitable Road Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520117-nio-volatile-profitable-road-ahead><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several negative catalysts that drove the price down to as low as $11.67 on May 12. Since then, it has doubled...</p>\n\n<a href=\"https://seekingalpha.com/article/4520117-nio-volatile-profitable-road-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4520117-nio-volatile-profitable-road-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246206338","content_text":"There's a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several negative catalysts that drove the price down to as low as $11.67 on May 12. Since then, it has doubled as I write, making it a terrific performer for those that got in near the low.The quick jump in price does make me believe there will be an eventual sell-off as investors take some profits off the table, which could further drop if temporary bad news hits the stock near the time of a sell-off; the most likely being another shutdown in Shanghai.But even in that worst-case scenario, the downward pressure on the price of NIO would only be temporary because the narrative surrounding the company has been consistently improving over the last month or so.I believe the worst is behind NIO because the negative catalysts have already been baked into its share price. For that reason, it should enjoy steady and consistent growth going forward, although it will likely be a bumpy ride. Patient investors should generate some solid returns over the next couple of years and further out if there are no macro-economic or significant geopolitical events that impact the global economy and the EV sector.How to view the temporary macro challenges NIO facesI always ask myself two questions when looking at a company that appears to have been oversold like NIO, and they're these: has anything changed in the fundamentals of the sector, or has anything changed in the fundamentals of the company? The answer to both of these questions for NIO is no.The EV sector is on a long-term growth trajectory, and NIO has positioned itself, through the increase of its production capacity and the introduction of new models, to take advantage of the EV trend.Even with chips shortages, government shutdowns in China, temporary negative sentiment concerning China-based companies in general, the weakening global economy, delisting concerns in the U.S., and some inflationary pressure on commodities and chips, NIO is still managing to work its way out of short-term delivery challenges as demand for its vehicles continue to remain high.Concerning things it has control over, it is raising prices and boosting production in order to mitigate increasing prices for commodities and chips. It has also listed on the Main Board of the Singapore Exchange to assuage concerns over possibly being delisted in the U.S.It also continues to enlarge its charging and swapping network. At the end of the first quarter, it had over 960 battery swapping stations installed in 197 cities. It has \"829 supercharging stations and 1,140 destination chargers.\"As for chip shortages, management stated in its latest earnings report that the chip shortage in June is related less to previous chip supply constraints and more to the boost in production capacity; for that reason the company believes chip supplies can be managed.Positive catalysts for NIOAmong the positive catalysts for the company are the attractive valuation as a result of being oversold, increasing deliveries, expanding model portfolio, its boost in production, and the growth of its battery swap stations.Initial response to the company's latest earnings report was a sell-off, as investors reacted to contracting margins coming from higher commodity and chip prices. But once the market absorbed the overall report and more numbers have come in, investors started looking at deliveries and the expected increase in production going forward.For example, in May NIO boosted deliveries to 7,024, bring its total for the year to 37,866, up almost 12 percent year-over-year. Revenue jumped to $1.56 billion, a gain of 24 percent from 1Q 2021.The point here is investors are starting to look at revenue and deliveries more than the past negative catalysts, as I mentioned earlier, have been already baked into the share price of NIO.Other positive catalysts include the recent launch of its highly anticipated ES7. Deliveries for the crossover are scheduled for August 28th. China's Ministry of Industry and Information Technology (MIIT) stated in a symposium that it is researching ways to boost its manufacturing sector as a result of the impact from COVID-19 restrictions. It is believed the EV sector in China will be a beneficiary of the new policies.Last, China's State Council is expected to retain tax breaks already in place in order to stimulate demand for EV sales. Council members believe the tax cuts would generate $29.8 billion in consumer spending on the sector.All of these things are tailwinds for NIO as it continues growth momentum.Probable taking of profits from NIO stockIf we see any negative catalyst that spooks NIO shareholders, I believe we'll see a fairly quick sell-off in shares in order to protect profits. To get an idea of the type of numbers we're looking at in a sell-off, we'll look at the last couple of months when the share price of NIO corrected.On May 4 traded at a little over $18.00 per share as a high, and by May 12 dropped to a 52-week low of $11.67. On May 20 it traded at a high of around $17.50, and by May 25 fell to $14.00 per share. More recently, on June 8 it traded at close to $20.45, and on June 13 dropped to a little under $16.00 per share. Since it dropped to about $16.00 per share on June 13, the price has soared to over $23.00 per share on June 23. Since May 12 the share price of NIO has about doubled.My thought here is anything that causes the market to produce fear will result in some quick offloading of shares in NIO. If there is a negative catalyst combined with taking profits, the share price will take a significant hit, but I don't see it lingering for long. I believe NIO has turned the corner and any negative news will only have a temporal effect on the company. As mentioned above, everything negative has already been priced into the share price of NIO, and the only thing that will potentially disrupt its momentum is another prolonged shutdown of Shanghai in response to a COVID outbreak. But again, this does nothing to change the fundamentals of the EV market, neither the fundamentals of NIO as a company.I'm bringing this up because shareholders shouldn't be too concerned about this in any way. My point of view is NIO is in no danger in the short or long term, and the only thing that negative catalysts can do is extend the time it takes for the company to resume extraordinary growth.ConclusionSince I see NIO's share price being disproportionately punished in response to macroeconomic and geopolitical events and concerns, it is very likely to outperform its peers in the near term as it moves back into alignment with its strong fundamentals.Further out, it is wisely building out production capacity as it introduces new models, positioning itself for a strong growth spurt as consumers start to spend again.With supply chains improving and the company boosting the price of its models in response to increase in the price of commodities and chips, it is improving its margins and bottom line under difficult circumstances. That said, some of its pre-orders in the past will take a hit until the company works through its inventory and fills those orders.My thesis is it's not a matter of if, but when NIO starts to regain strong growth momentum as it increases deliveries from strong consumer demand and larger production capacity.As we've seen after it hit its 52-week low on May 12, it has already doubled from that level. Once market sentiment improves even more, it's going to go a lot higher in the long haul.The key to me is to ignore the volatility in the EV sector and NIO's share price, focusing rather on the way the company has positioned itself to grow long into the future.There is no doubt in my mind that patient investors are going to be handsomely rewarded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046175222,"gmtCreate":1656320907766,"gmtModify":1676535805620,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes!&nbsp;","listText":"Yes!&nbsp;","text":"Yes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046175222","repostId":"1159156645","repostType":4,"repost":{"id":"1159156645","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656317747,"share":"https://www.laohu8.com/m/news/1159156645?lang=&edition=full","pubTime":"2022-06-27 16:15","market":"us","language":"en","title":"Hot Chinese ADRs Took off in Premarket Trading, With Bilibili and Netease Rising Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159156645","media":"Tiger Newspress","summary":"Hot Chinese ADRs took off in premarket trading, with Bilibili and Netease rising over 3%.","content":"<html><head></head><body><p>Hot Chinese ADRs took off in premarket trading, with Bilibili and Netease rising over 3%.<img src=\"https://static.tigerbbs.com/759c8a19f16a419225cd13117ace9046\" tg-width=\"266\" tg-height=\"438\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Took off in Premarket Trading, With Bilibili and Netease Rising Over 3%</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\">\nHot Chinese ADRs Took off in Premarket Trading, With Bilibili and Netease Rising Over 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-27 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs took off in premarket trading, with Bilibili and Netease rising over 3%.<img src=\"https://static.tigerbbs.com/759c8a19f16a419225cd13117ace9046\" tg-width=\"266\" tg-height=\"438\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","NTES":"网易"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159156645","content_text":"Hot Chinese ADRs took off in premarket trading, with Bilibili and Netease rising over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048729707,"gmtCreate":1656264343109,"gmtModify":1676535794348,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048729707","repostId":"1134361631","repostType":4,"repost":{"id":"1134361631","pubTimestamp":1656239754,"share":"https://www.laohu8.com/m/news/1134361631?lang=&edition=full","pubTime":"2022-06-26 18:35","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1134361631","media":"Motley Fool","summary":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advan","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Meta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.</li><li>Micron trades near multiyear low multiples of its book value.</li><li>Bank of America can weather any storm and benefits from higher rates.</li></ul><p>In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.</p><p>In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.</p><p>Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></p><p>Warren Buffett once said, &#34;You pay a high price for a cheery consensus,&#34; and you couldn&#39;t get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that&#39;s why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.</p><p>Meta&#39;s problems are many. Last year&#39;s iOS changes to Apple&#39;s Identity for Advertisers made Facebook&#39;s ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook&#39;s price per ad, since ads in these areas will be less targeted.</p><p>Then there&#39;s the TikTok threat. The ascendant short-video app has been eating into teenagers&#39; online engagement, at the expense of Facebook and Instagram. Meta&#39;s response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok&#39;s messaging functionality.</p><p>Finally, investors have also soured on the company&#39;s metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.</p><p>Yet if one is really looking out years, Meta&#39;s stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company&#39;s losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta&#39;s huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok&#39;s recent success.</p><p>Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook&#39;s new Reels feature actually finds success, just as Stories eventually defended Meta&#39;s platform against Snap. If that happens, shares could go significantly higher, as long as we don&#39;t have a long and deep recession.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></p><p>Micron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today&#39;s most leading-edge nodes before rivals.</p><p>Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That&#39;s the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron&#39;s cyclicality means its low P/E ratio doesn&#39;t tell us much. However, Micron&#39;s price-to-book ratio is now in the neighborhood of previous troughs.</p><p>Not only that, but as you can see, Micron&#39;s price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.</p><p>Not only that, but Micron&#39;s book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it&#39;s expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron&#39;s book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.</p><p>No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></p><p>Another stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett&#39;s favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of &#34;smart growth,&#34; selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA&#39;s balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.</p><p>Moreover, Bank of America&#39;s lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank&#39;s revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank&#39;s investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.</p><p>The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year&#39;s first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.</p><p>In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 18:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MU":"美光科技","META":"Meta Platforms"},"source_url":"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134361631","content_text":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any storm and benefits from higher rates.In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.Meta PlatformsWarren Buffett once said, \"You pay a high price for a cheery consensus,\" and you couldn't get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that's why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.Meta's problems are many. Last year's iOS changes to Apple's Identity for Advertisers made Facebook's ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook's price per ad, since ads in these areas will be less targeted.Then there's the TikTok threat. The ascendant short-video app has been eating into teenagers' online engagement, at the expense of Facebook and Instagram. Meta's response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok's messaging functionality.Finally, investors have also soured on the company's metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.Yet if one is really looking out years, Meta's stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company's losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta's huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok's recent success.Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook's new Reels feature actually finds success, just as Stories eventually defended Meta's platform against Snap. If that happens, shares could go significantly higher, as long as we don't have a long and deep recession.Micron TechnologyMicron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today's most leading-edge nodes before rivals.Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That's the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron's cyclicality means its low P/E ratio doesn't tell us much. However, Micron's price-to-book ratio is now in the neighborhood of previous troughs.Not only that, but as you can see, Micron's price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.Not only that, but Micron's book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it's expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron's book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.Bank of AmericaAnother stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett's favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of \"smart growth,\" selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA's balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.Moreover, Bank of America's lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank's revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank's investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year's first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054669229,"gmtCreate":1655383408961,"gmtModify":1676535626904,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no 😅","listText":"Oh no 😅","text":"Oh no 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054669229","repostId":"1138301646","repostType":4,"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055421387,"gmtCreate":1655304089749,"gmtModify":1676535608594,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055421387","repostId":"1191760329","repostType":4,"repost":{"id":"1191760329","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655301884,"share":"https://www.laohu8.com/m/news/1191760329?lang=&edition=full","pubTime":"2022-06-15 22:04","market":"us","language":"en","title":"Crypto Stocks Rebounded in Morning Trading, With Block and Coinbase Rising Around 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191760329","media":"Tiger Newspress","summary":"Crypto stocks rebounded in morning trading, with Block and Coinbase rising around 4%.","content":"<html><head></head><body><p>Crypto stocks rebounded in morning trading, with Block and Coinbase rising around 4%.<img src=\"https://static.tigerbbs.com/0462f893129400e3337b7f260c618579\" tg-width=\"322\" tg-height=\"234\" width=\"100%\" height=\"auto\"/></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>Crypto Stocks Rebounded in Morning Trading, With Block and Coinbase Rising Around 4%</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\">\nCrypto Stocks Rebounded in Morning Trading, With Block and Coinbase Rising Around 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-15 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks rebounded in morning trading, with Block and Coinbase rising around 4%.<img src=\"https://static.tigerbbs.com/0462f893129400e3337b7f260c618579\" tg-width=\"322\" tg-height=\"234\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","SQ":"Block"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191760329","content_text":"Crypto stocks rebounded in morning trading, with Block and Coinbase rising around 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055626017,"gmtCreate":1655267086039,"gmtModify":1676535600917,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hope the fall will be smooth","listText":"Hope the fall will be smooth","text":"Hope the fall will be smooth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055626017","repostId":"2243698842","repostType":4,"repost":{"id":"2243698842","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1655265051,"share":"https://www.laohu8.com/m/news/2243698842?lang=&edition=full","pubTime":"2022-06-15 11:50","market":"us","language":"en","title":"Nio Stock Jumps, It's Not Just About a New Car","url":"https://stock-news.laohu8.com/highlight/detail?id=2243698842","media":"Dow Jones","summary":"Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, ho","content":"<html><head></head><body><p>Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, however, may have more to do with hopes for the Chinese economy than any individual car.</p><p>Nio stock has gained 16.7% to $18.66 on Tuesday ahead of a launch event on Wednesday. The company is expected to reveal its much-anticipated ES7 SUV -- it teased a video of something -- and the hope is that it will help drive new sales through 2022.<img src=\"https://static.tigerbbs.com/575b819e58c7c0e8e60bcf3b213fea91\" tg-width=\"841\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/>But Nio is also benefiting from what looks to be a reassessment of Chinese stocks by investors. While the S&amp;P 500 has fallen 0.3% and the Dow Jones Industrial Average is off 0.5%, the iShares MSCI China ETF has gained 3.1%. That&#39;s helped boost not only Nio, but <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, which is up 10.9%, <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, which has risen 7.52%, and <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holdings</a>, which is up 6.8%.</p><p>What&#39;s brought Chinese stocks, which have gotten pummeled, back into favor, at least for one day. After another series of near-total Covid-19 lockdowns, the economy has started to reopen, while policy makers are starting to take steps to ease monetary conditions at a time when the U.S. Federal Reserve is set to raise interest rates by the most since the 1990s.</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>Nio Stock Jumps, It's Not Just About a New Car</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\">\nNio Stock Jumps, It's Not Just About a New Car\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-15 11:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, however, may have more to do with hopes for the Chinese economy than any individual car.</p><p>Nio stock has gained 16.7% to $18.66 on Tuesday ahead of a launch event on Wednesday. The company is expected to reveal its much-anticipated ES7 SUV -- it teased a video of something -- and the hope is that it will help drive new sales through 2022.<img src=\"https://static.tigerbbs.com/575b819e58c7c0e8e60bcf3b213fea91\" tg-width=\"841\" tg-height=\"664\" referrerpolicy=\"no-referrer\"/>But Nio is also benefiting from what looks to be a reassessment of Chinese stocks by investors. While the S&amp;P 500 has fallen 0.3% and the Dow Jones Industrial Average is off 0.5%, the iShares MSCI China ETF has gained 3.1%. That&#39;s helped boost not only Nio, but <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, which is up 10.9%, <a href=\"https://laohu8.com/S/XPEV\">XPeng</a>, which has risen 7.52%, and <a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holdings</a>, which is up 6.8%.</p><p>What&#39;s brought Chinese stocks, which have gotten pummeled, back into favor, at least for one day. After another series of near-total Covid-19 lockdowns, the economy has started to reopen, while policy makers are starting to take steps to ease monetary conditions at a time when the U.S. Federal Reserve is set to raise interest rates by the most since the 1990s.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243698842","content_text":"Nio stock was soaring after the Chinese electric-vehicle maker announced a new car. The big move, however, may have more to do with hopes for the Chinese economy than any individual car.Nio stock has gained 16.7% to $18.66 on Tuesday ahead of a launch event on Wednesday. The company is expected to reveal its much-anticipated ES7 SUV -- it teased a video of something -- and the hope is that it will help drive new sales through 2022.But Nio is also benefiting from what looks to be a reassessment of Chinese stocks by investors. While the S&P 500 has fallen 0.3% and the Dow Jones Industrial Average is off 0.5%, the iShares MSCI China ETF has gained 3.1%. That's helped boost not only Nio, but Li Auto, which is up 10.9%, XPeng, which has risen 7.52%, and Alibaba Group Holdings, which is up 6.8%.What's brought Chinese stocks, which have gotten pummeled, back into favor, at least for one day. After another series of near-total Covid-19 lockdowns, the economy has started to reopen, while policy makers are starting to take steps to ease monetary conditions at a time when the U.S. Federal Reserve is set to raise interest rates by the most since the 1990s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050723193,"gmtCreate":1654245876712,"gmtModify":1676535419698,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Too wild","listText":"Too wild","text":"Too wild","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050723193","repostId":"2240660477","repostType":4,"repost":{"id":"2240660477","pubTimestamp":1654235519,"share":"https://www.laohu8.com/m/news/2240660477?lang=&edition=full","pubTime":"2022-06-03 13:51","market":"us","language":"en","title":"Tesla Stock: A Wild Card","url":"https://stock-news.laohu8.com/highlight/detail?id=2240660477","media":"Seekingalpha","summary":"We've heard multiple arguments regarding the valuation of Tesla (NASDAQ:TSLA) stock. Some argue that","content":"<html><head></head><body><p>We&#39;ve heard multiple arguments regarding the valuation of Tesla (NASDAQ:TSLA) stock. Some argue that it is overvalued, others say that the current price is a steal. Reputable institutions also can&#39;t seem to agree on the valuation of this absolute wild card of a stock. At the time of writing this article, Credit Suisse and Berenberg have price targets of $1025 and $900 respectively, while JPMorgan and Barclays both have price targets of $325. There is a huge difference in how people and institutions value this stock; much more so compared to other company stocks. In this article, I take a deeper dive into Tesla&#39;s business model and future prospects, after which I will be concluding with my personal valuation analysis for Tesla stock.</p><h2>Why Tesla can be a front-runner in the future</h2><p>The company itself is on a very optimistic trajectory, and could expand at an impressive rate in the near future. We must also consider the rapid expansion of the EV market in general.</p><h3>Explosive growth in financials</h3><p>Tesla has shown explosive growth in multiple areas. Its first-quarter earnings results, which were reported this month, showed an 87% YoY increase in automotive revenue ($16.9B) and a 68% surge in deliveries (310048). In addition, its net cash flow from operating activities saw an increase of over 143%, and it currently stands at just under $4B. It is no question that the company is on an upward trajectory in terms of its growth. The statistics reflect that the company is producing and selling more vehicles at an alarming pace. Its operating cash flows are also increasing massively, which indicates that the company&#39;s core business activities (in this case, the manufacturing of electric vehicles) are doing extremely well.</p><p></p><p><img src=\"https://static.tigerbbs.com/08130a3ae96a853b5227a128fe52208e\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Tesla&#39;s quarterly vehicle sales growth (2012-2021) (CleanTechnica, Tesla)</p><p>We can see from the chart above that the growth in vehicle sales over the past few years has been on a strong and consistent upward trajectory. There is no doubt that the company&#39;s growth rates in revenue and deliveries indicate that it will remain a huge player in the vehicle industry. Another good point to make is that the company&#39;s free cash flow has been up tremendously - the company has turned a negative free cash flow of ($221.71m) in 2018 to a whopping $4.98b in 2021. This is due to the substantial increase in operating cash flows over the years. An article on NASDAQ has suggested that based on analyst estimates of future sales and free cash flow margins, we could see free cash flow reach $17.86b by the end of 2023 - that&#39;s over three times of what it did last year.</p><h3>Self-developed chips</h3><p>One extremely impressive quality of Tesla is that the company develops its own chips. It is known that Tesla writes its own software through the company&#39;s competent engineers, and hence, does not need to source its chips from external suppliers. This gives the company a huge competitive edge over its counterparts. An article from CBS News stated clearly that despite the global chip shortage, Tesla reported record Q4 and FY2022 earnings due to a huge rise in deliveries. Tesla&#39;s self-sufficiency in this area is a good reason to believe in the company, especially in the long run where chip shortages may get worse. In comparison, many Chinese EV makers and well-known vehicle companies like General Motors (GM) and Ford (F) have been hit hard by the chip shortage due to their over-reliance on global chip supply, with some of them having to close down their factories. Tesla&#39;s ability to create its own computer chip supply chain puts it in a significantly more advantageous position as compared to its competitors.</p><h2>Concerns about Tesla</h2><p>While the company has many merits, there are several factors which need to be considered before investing in Tesla stock.</p><h3>Vulnerable to supply chain constraints</h3><p>Although Tesla makes its own chips, we need to acknowledge that any EV company is still extremely vulnerable to supply chain issues, especially after the Russia-Ukraine crisis took the world by storm. According to a recent article by Barron&#39;s,</p><blockquote>A basket of metals that go into lithium-ion batteries was up about 40% year to date before Russia invaded Ukraine. It has risen another 13% since then as the war makes inflation worse.&#34;</blockquote><p>The drastic increase in price of such factor inputs means horrible news for the EV industry, especially for major players like Tesla. The same article also highlights a more serious problem about this supply chain - its over-reliance on China, which is responsible for the global production of about 80% of such inputs. Elon Musk himself has said that supply chain issues would be affecting output numbers to a significant extent in 2022. The company has even delayed two vehicle releases (namely the Cybertruck and the Roadster) as a result of such constraints. As such, <a href=\"https://laohu8.com/S/AONE.U\">one</a> cannot underestimate supply chain concerns which arise for EV companies, and it is evident that Tesla has been affected by these issues. The most recent report about Tesla&#39;s sales in April this year is further justification that the supply chain issue cannot be neglected. Whether the company navigates these roadblocks remain something to be proven, and persistence of such issues could lead to a bump in the current exponential growth that the company is experiencing, possibly resulting in lower forecasted sales, revenue, and free cash flows. These considerations will be made in the valuation section of this article.</p><h3>Financial ratios and metrics</h3><p>While Tesla boasts explosive growth numbers, there are a few metrics and ratios we may need to be concerned about.</p><h4>Price-to-earnings in comparison to competitors</h4><p>According to a report by Barron&#39;s, Ford and General Motors beat Tesla significantly (in sales) in the fourth quarter of 2021, having sales of $37.7 billion and $33.5 billion respectively, compared to Tesla&#39;s $25 billion. Yet, we see that Ford and General Motors are currently trading at lesser than 10 times earnings. In comparison, Tesla trades at about 90 times earnings. However, analysts do expect the P/E ratio to be 46.86 in 2024, which is much more reasonable. Some may also argue that Tesla has an edge over normal car companies for the fact that they have their own software architecture, and should hence be valued at a higher multiple.</p><h4>Share dilution</h4><p>Tesla has been consistently issuing shares over the past few years - The company has gone from 852.63m diluted shares outstanding in 2018 to 1.13b diluted shares outstanding in 2021, reflecting a net overall change of 32.5%. There also seems to be no sign of a share buyback, even after a Tesla investor famously demanded for one and got featured on CNBC. The rationale behind this was sound - the stock price has tanked a lot relative to its all-time high. It was even flirting with the low $600s not long ago, yet we have yet to see any action on the company&#39;s part. The constant issuing of shares dilutes investors by reducing their stake in the company.</p><h3>Competition from China</h3><p>The EV industry is highly competitive, especially in China. In particular, NIO (NIO), Li Auto (LI), XPeng (XPEV), and BYD (OTCPK:BYDDY) have taken the EV market by storm and are all growing at exponential rates.</p><p></p><p><img src=\"https://static.tigerbbs.com/407ff92f946818922b3568665d0b216c\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p>Sales in the Chinese premium EV market (EqualOcean)</p><p>We can see from the chart above that Tesla is attempting to break into the Chinese market, with a good amount of growth in sales in this particular area. Understandably, with China&#39;s growing middle class and rising demand, it is indeed a lucrative decision to get a share of this pie. However, we cannot overlook the strong competition presented by the other Chinese EV giants. We can see that BYD leads the race in sales, with Tesla as a close second. However, NIO, Li Auto, and XPeng are also on a strong upward trajectory. We need to take into account that these three up-and-coming companies have huge room to grow in market share and sales compared to Tesla, and their performance in terms of deliveries and financials over the past few years have been impressive.</p><p></p><p><img src=\"https://static.tigerbbs.com/d575e31edd67a64988eb43fc01ee0c20\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>NIO&#39;s quarterly deliveries (CNEVPOST)</p><p>Let&#39;s take a look at NIO and their quarterly deliveries. We can see that year-over-year deliveries are up tremendously, which is a good indicator of the growth potential of an EV company. In addition, NIO still has much room for growth if it continues producing high-quality electric cars and expanding into different markets. To put things into perspective, Tesla&#39;s market capitalization is about 27 times more than NIO&#39;s - yes, it&#39;s that much bigger. The point is that Tesla is not the only player in the market, though it is undoubtedly one of the biggest, and most well-known. The company faces strong competition from its Chinese counterparts, and their exponential growth could seriously threaten Tesla&#39;s future profitability. Tesla has yet to show that the ability to capture majority of the Chinese market, despite it being one of the biggest EV names in the world.</p><h2>Valuation analysis</h2><p>I will be using a discounted cash flow model, with a weighted average cost of capital of 8.8%, to estimate the intrinsic value of Tesla&#39;s stock price. I will also introduce three scenarios: Bear, Base, and Bull.</p><h3>Financials and forecasts</h3><p>Before we go into the analyses, let&#39;s analyze a few metrics. Firstly, let&#39;s look at Tesla&#39;s free cash flows. The company&#39;s free cash flow growth numbers in 2018, 2019, 2020, and 2021 were 94.65%, 538.85%, 178.62%, and 83.81% respectively. Next, let&#39;s observe Tesla&#39;s diluted shares outstanding. The company has gone from 852.63m diluted shares outstanding in 2018 to 1.13b diluted shares outstanding in 2021, reflecting a net overall change of 32.5%. This is an approximate average 10% increase in diluted shares outstanding every year. Note that the analyst consensus is for Tesla to reach free cash flow numbers of $17.86 billion in 2023, as stated earlier in this article.</p><h4>Bear case</h4><p>For our Bear case, I&#39;ve used a perpetuity growth rate of 3.5%, a 55% average annual growth in free cash flow and a 10% annual growth in shares outstanding. This growth rate leads to an approximate $12b in free cash flows in 2023, which is significantly lower than analyst estimates. I&#39;ve set these conditions based on a bearish scenario where Tesla would continue encountering the supply chain issues I&#39;ve mentioned, which would significantly slow down deliveries. In addition, big Chinese EV names could seriously rival Tesla in the Chinese market. As such, I&#39;ve gone below analyst estimates (by quite a bit), and expect a much slower but consistent growth in sales, operating cash flow, and free cash flow. As for the shares outstanding, I&#39;ve decided to assume that it will grow similar to its average growth rate in recent history.</p><p></p><p><img src=\"https://static.tigerbbs.com/fe01643d4f8bd01fe14f64141392c6ab\" tg-width=\"640\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>Discounted Cash Flow Model for Tesla (Bear) (Prepared by author)</p><p></p><p>We&#39;ve come to a price target of about $335.30, putting this estimate on par with the price targets issued by JPMorgan and Barclays, which are both $325.</p><h4>Base case</h4><p>For our Base case, I&#39;ve used a perpetuity growth rate of 3.6%, a 65% average annual growth in free cash flow and a 10% annual growth in shares outstanding. This is my personal projection of the company. These metrics would still lead to a significantly lower free cash flow in 2023 compared to analyst estimates (about $13.56b compared to a forecasted $17.86b). I&#39;ve gone lower because I expect the supply chain issue to persist over the next few years. While Tesla is able to make its own chips, I&#39;ve yet to be convinced that it is able to smoothly overcome the other supply shortages plaguing the market, especially after its April deliveries. Yet, I do believe that it would see decent growth in sales, operating cash flows, and free cash flow, and there is a good chance that it will maintain its competitiveness in China. As for the shares outstanding, I&#39;ve decided to assume that it will grow similar to its average growth rate in recent history.</p><p></p><p><img src=\"https://static.tigerbbs.com/5f26136fd86fb52e15bceb7ae3fcfb77\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><p>Discounted Cash Flow Model for Tesla (Base) (Prepared by author)</p><p></p><p>We&#39;ve come to a price target of about $470.90. I consider this estimate to still be on the conservative side, but it&#39;s definitely significantly more optimistic than the Bear case.</p><h4>Bull case</h4><p>For our Bull case, I&#39;ve used a perpetuity growth rate of 3.6%, an 80% average annual growth in free cash flow and a 3% annual growth in shares outstanding. This would lead to $16.14b in free cash flow in 2023, which is much closer to the analyst estimate of $17.86b. This case assumes that Tesla is able to perfectly continue on its upward trajectory, and is also able to withstand the Chinese competition and maintain or increase its share in the Chinese EV market. However, it&#39;s important to note that I have still gone slightly lower than analyst estimates, factoring in the supply chain issues that the company is currently facing. However, this case assumes that this issue is a short-term one that the company will be able to resolve through other methods of sourcing, a change in global supply chains or its own innovation. I&#39;ve gone on to assume that the company, having earned a tremendous amount of free cash flow, would either issue lesser shares or use it to buy back shares to benefit Tesla investors. As such, I believe that the company would issue shares at a slower rate.</p><p></p><p><img src=\"https://static.tigerbbs.com/6a78487a262914029aee632fd2df1562\" tg-width=\"640\" tg-height=\"177\" referrerpolicy=\"no-referrer\"/></p><p>Discounted Cash Flow Model for Tesla (Bull) (Prepared by author)</p><p>We&#39;ve come to a price target of about $1016.80, putting this estimate on par with the price target issued by Credit Suisse, which is $1025.</p><h2>Conclusion</h2><p>I&#39;ve taken the average of the above three cases to arrive at a price target of $607.66, similar to Cowen&#39;s price target of $660. This is lower than the current price at which Tesla is trading at, though the price was near this level not too long ago. I believe that this company can be described as a wild card - it could bring huge returns if things go to plan, but if they don&#39;t, it could be ridiculously overvalued. It&#39;s imperative that you do further due diligence and invest with caution, as there&#39;s huge uncertainty when it comes to such companies. I will conclude my analysis with a price target of $607.66, and a &#39;Hold&#39; rating.</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>Tesla Stock: A Wild Card</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\">\nTesla Stock: A Wild Card\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4515886-tesla-stock-a-wild-card><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We've heard multiple arguments regarding the valuation of Tesla (NASDAQ:TSLA) stock. Some argue that it is overvalued, others say that the current price is a steal. Reputable institutions also can't ...</p>\n\n<a href=\"https://seekingalpha.com/article/4515886-tesla-stock-a-wild-card\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4515886-tesla-stock-a-wild-card","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240660477","content_text":"We've heard multiple arguments regarding the valuation of Tesla (NASDAQ:TSLA) stock. Some argue that it is overvalued, others say that the current price is a steal. Reputable institutions also can't seem to agree on the valuation of this absolute wild card of a stock. At the time of writing this article, Credit Suisse and Berenberg have price targets of $1025 and $900 respectively, while JPMorgan and Barclays both have price targets of $325. There is a huge difference in how people and institutions value this stock; much more so compared to other company stocks. In this article, I take a deeper dive into Tesla's business model and future prospects, after which I will be concluding with my personal valuation analysis for Tesla stock.Why Tesla can be a front-runner in the futureThe company itself is on a very optimistic trajectory, and could expand at an impressive rate in the near future. We must also consider the rapid expansion of the EV market in general.Explosive growth in financialsTesla has shown explosive growth in multiple areas. Its first-quarter earnings results, which were reported this month, showed an 87% YoY increase in automotive revenue ($16.9B) and a 68% surge in deliveries (310048). In addition, its net cash flow from operating activities saw an increase of over 143%, and it currently stands at just under $4B. It is no question that the company is on an upward trajectory in terms of its growth. The statistics reflect that the company is producing and selling more vehicles at an alarming pace. Its operating cash flows are also increasing massively, which indicates that the company's core business activities (in this case, the manufacturing of electric vehicles) are doing extremely well.Tesla's quarterly vehicle sales growth (2012-2021) (CleanTechnica, Tesla)We can see from the chart above that the growth in vehicle sales over the past few years has been on a strong and consistent upward trajectory. There is no doubt that the company's growth rates in revenue and deliveries indicate that it will remain a huge player in the vehicle industry. Another good point to make is that the company's free cash flow has been up tremendously - the company has turned a negative free cash flow of ($221.71m) in 2018 to a whopping $4.98b in 2021. This is due to the substantial increase in operating cash flows over the years. An article on NASDAQ has suggested that based on analyst estimates of future sales and free cash flow margins, we could see free cash flow reach $17.86b by the end of 2023 - that's over three times of what it did last year.Self-developed chipsOne extremely impressive quality of Tesla is that the company develops its own chips. It is known that Tesla writes its own software through the company's competent engineers, and hence, does not need to source its chips from external suppliers. This gives the company a huge competitive edge over its counterparts. An article from CBS News stated clearly that despite the global chip shortage, Tesla reported record Q4 and FY2022 earnings due to a huge rise in deliveries. Tesla's self-sufficiency in this area is a good reason to believe in the company, especially in the long run where chip shortages may get worse. In comparison, many Chinese EV makers and well-known vehicle companies like General Motors (GM) and Ford (F) have been hit hard by the chip shortage due to their over-reliance on global chip supply, with some of them having to close down their factories. Tesla's ability to create its own computer chip supply chain puts it in a significantly more advantageous position as compared to its competitors.Concerns about TeslaWhile the company has many merits, there are several factors which need to be considered before investing in Tesla stock.Vulnerable to supply chain constraintsAlthough Tesla makes its own chips, we need to acknowledge that any EV company is still extremely vulnerable to supply chain issues, especially after the Russia-Ukraine crisis took the world by storm. According to a recent article by Barron's,A basket of metals that go into lithium-ion batteries was up about 40% year to date before Russia invaded Ukraine. It has risen another 13% since then as the war makes inflation worse.\"The drastic increase in price of such factor inputs means horrible news for the EV industry, especially for major players like Tesla. The same article also highlights a more serious problem about this supply chain - its over-reliance on China, which is responsible for the global production of about 80% of such inputs. Elon Musk himself has said that supply chain issues would be affecting output numbers to a significant extent in 2022. The company has even delayed two vehicle releases (namely the Cybertruck and the Roadster) as a result of such constraints. As such, one cannot underestimate supply chain concerns which arise for EV companies, and it is evident that Tesla has been affected by these issues. The most recent report about Tesla's sales in April this year is further justification that the supply chain issue cannot be neglected. Whether the company navigates these roadblocks remain something to be proven, and persistence of such issues could lead to a bump in the current exponential growth that the company is experiencing, possibly resulting in lower forecasted sales, revenue, and free cash flows. These considerations will be made in the valuation section of this article.Financial ratios and metricsWhile Tesla boasts explosive growth numbers, there are a few metrics and ratios we may need to be concerned about.Price-to-earnings in comparison to competitorsAccording to a report by Barron's, Ford and General Motors beat Tesla significantly (in sales) in the fourth quarter of 2021, having sales of $37.7 billion and $33.5 billion respectively, compared to Tesla's $25 billion. Yet, we see that Ford and General Motors are currently trading at lesser than 10 times earnings. In comparison, Tesla trades at about 90 times earnings. However, analysts do expect the P/E ratio to be 46.86 in 2024, which is much more reasonable. Some may also argue that Tesla has an edge over normal car companies for the fact that they have their own software architecture, and should hence be valued at a higher multiple.Share dilutionTesla has been consistently issuing shares over the past few years - The company has gone from 852.63m diluted shares outstanding in 2018 to 1.13b diluted shares outstanding in 2021, reflecting a net overall change of 32.5%. There also seems to be no sign of a share buyback, even after a Tesla investor famously demanded for one and got featured on CNBC. The rationale behind this was sound - the stock price has tanked a lot relative to its all-time high. It was even flirting with the low $600s not long ago, yet we have yet to see any action on the company's part. The constant issuing of shares dilutes investors by reducing their stake in the company.Competition from ChinaThe EV industry is highly competitive, especially in China. In particular, NIO (NIO), Li Auto (LI), XPeng (XPEV), and BYD (OTCPK:BYDDY) have taken the EV market by storm and are all growing at exponential rates.Sales in the Chinese premium EV market (EqualOcean)We can see from the chart above that Tesla is attempting to break into the Chinese market, with a good amount of growth in sales in this particular area. Understandably, with China's growing middle class and rising demand, it is indeed a lucrative decision to get a share of this pie. However, we cannot overlook the strong competition presented by the other Chinese EV giants. We can see that BYD leads the race in sales, with Tesla as a close second. However, NIO, Li Auto, and XPeng are also on a strong upward trajectory. We need to take into account that these three up-and-coming companies have huge room to grow in market share and sales compared to Tesla, and their performance in terms of deliveries and financials over the past few years have been impressive.NIO's quarterly deliveries (CNEVPOST)Let's take a look at NIO and their quarterly deliveries. We can see that year-over-year deliveries are up tremendously, which is a good indicator of the growth potential of an EV company. In addition, NIO still has much room for growth if it continues producing high-quality electric cars and expanding into different markets. To put things into perspective, Tesla's market capitalization is about 27 times more than NIO's - yes, it's that much bigger. The point is that Tesla is not the only player in the market, though it is undoubtedly one of the biggest, and most well-known. The company faces strong competition from its Chinese counterparts, and their exponential growth could seriously threaten Tesla's future profitability. Tesla has yet to show that the ability to capture majority of the Chinese market, despite it being one of the biggest EV names in the world.Valuation analysisI will be using a discounted cash flow model, with a weighted average cost of capital of 8.8%, to estimate the intrinsic value of Tesla's stock price. I will also introduce three scenarios: Bear, Base, and Bull.Financials and forecastsBefore we go into the analyses, let's analyze a few metrics. Firstly, let's look at Tesla's free cash flows. The company's free cash flow growth numbers in 2018, 2019, 2020, and 2021 were 94.65%, 538.85%, 178.62%, and 83.81% respectively. Next, let's observe Tesla's diluted shares outstanding. The company has gone from 852.63m diluted shares outstanding in 2018 to 1.13b diluted shares outstanding in 2021, reflecting a net overall change of 32.5%. This is an approximate average 10% increase in diluted shares outstanding every year. Note that the analyst consensus is for Tesla to reach free cash flow numbers of $17.86 billion in 2023, as stated earlier in this article.Bear caseFor our Bear case, I've used a perpetuity growth rate of 3.5%, a 55% average annual growth in free cash flow and a 10% annual growth in shares outstanding. This growth rate leads to an approximate $12b in free cash flows in 2023, which is significantly lower than analyst estimates. I've set these conditions based on a bearish scenario where Tesla would continue encountering the supply chain issues I've mentioned, which would significantly slow down deliveries. In addition, big Chinese EV names could seriously rival Tesla in the Chinese market. As such, I've gone below analyst estimates (by quite a bit), and expect a much slower but consistent growth in sales, operating cash flow, and free cash flow. As for the shares outstanding, I've decided to assume that it will grow similar to its average growth rate in recent history.Discounted Cash Flow Model for Tesla (Bear) (Prepared by author)We've come to a price target of about $335.30, putting this estimate on par with the price targets issued by JPMorgan and Barclays, which are both $325.Base caseFor our Base case, I've used a perpetuity growth rate of 3.6%, a 65% average annual growth in free cash flow and a 10% annual growth in shares outstanding. This is my personal projection of the company. These metrics would still lead to a significantly lower free cash flow in 2023 compared to analyst estimates (about $13.56b compared to a forecasted $17.86b). I've gone lower because I expect the supply chain issue to persist over the next few years. While Tesla is able to make its own chips, I've yet to be convinced that it is able to smoothly overcome the other supply shortages plaguing the market, especially after its April deliveries. Yet, I do believe that it would see decent growth in sales, operating cash flows, and free cash flow, and there is a good chance that it will maintain its competitiveness in China. As for the shares outstanding, I've decided to assume that it will grow similar to its average growth rate in recent history.Discounted Cash Flow Model for Tesla (Base) (Prepared by author)We've come to a price target of about $470.90. I consider this estimate to still be on the conservative side, but it's definitely significantly more optimistic than the Bear case.Bull caseFor our Bull case, I've used a perpetuity growth rate of 3.6%, an 80% average annual growth in free cash flow and a 3% annual growth in shares outstanding. This would lead to $16.14b in free cash flow in 2023, which is much closer to the analyst estimate of $17.86b. This case assumes that Tesla is able to perfectly continue on its upward trajectory, and is also able to withstand the Chinese competition and maintain or increase its share in the Chinese EV market. However, it's important to note that I have still gone slightly lower than analyst estimates, factoring in the supply chain issues that the company is currently facing. However, this case assumes that this issue is a short-term one that the company will be able to resolve through other methods of sourcing, a change in global supply chains or its own innovation. I've gone on to assume that the company, having earned a tremendous amount of free cash flow, would either issue lesser shares or use it to buy back shares to benefit Tesla investors. As such, I believe that the company would issue shares at a slower rate.Discounted Cash Flow Model for Tesla (Bull) (Prepared by author)We've come to a price target of about $1016.80, putting this estimate on par with the price target issued by Credit Suisse, which is $1025.ConclusionI've taken the average of the above three cases to arrive at a price target of $607.66, similar to Cowen's price target of $660. This is lower than the current price at which Tesla is trading at, though the price was near this level not too long ago. I believe that this company can be described as a wild card - it could bring huge returns if things go to plan, but if they don't, it could be ridiculously overvalued. It's imperative that you do further due diligence and invest with caution, as there's huge uncertainty when it comes to such companies. I will conclude my analysis with a price target of $607.66, and a 'Hold' rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9011524867,"gmtCreate":1648887848226,"gmtModify":1676534418436,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hopefully it'll be better next quarter!!!","listText":"Hopefully it'll be better next quarter!!!","text":"Hopefully it'll be better next quarter!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011524867","repostId":"1148940081","repostType":4,"repost":{"id":"1148940081","pubTimestamp":1648863658,"share":"https://www.laohu8.com/m/news/1148940081?lang=&edition=full","pubTime":"2022-04-02 09:40","market":"us","language":"en","title":"US IPO Weekly Recap: The 1Q22 IPO Market Closes Out with SPACs and Pipeline News","url":"https://stock-news.laohu8.com/highlight/detail?id=1148940081","media":"renaissancecap...","summary":"The 1Q22 IPO market ended with another quiet week. Just two SPACs priced.The most notable news came ","content":"<html><head></head><body><p>The 1Q22 IPO market ended with another quiet week. Just two SPACs priced.</p><p>The most notable news came from the IPO pipeline. Four IPOs and two direct listings submitted initial filings, led by AIG carve-out SAFG Retirement Services (SAFG), which could raise up to $3 billion. Four issuers also refreshed their filings with updated financials, including billion-dollar deal Bausch + Lomb (BLCO).</p><p>The week’s only pricings came from energy SPAC Redwood Acquisition (RWODU) and growth-focused SPAC Metal Sky Star Acquisition (MSSAU), both of which raised $100 million.</p><p>While not counted below, two other deals came to market: Railway safety micro-cap Rail Vision (RVSN) raised $16 million in a warrants-attached IPO, and nano-cap Expion360 (XPON) raised $15 million at a market cap less than Renaissance Capital’s $50 million cutoff.</p><p><img src=\"https://static.tigerbbs.com/c81a42a3fbcced037ad41f9b49385ffa\" tg-width=\"705\" tg-height=\"145\" referrerpolicy=\"no-referrer\"/>The pipeline saw some activity during the week. SAFG (Corebridge) (SAFG) filed for an estimated $3 billion IPO. Chinese IoT solutions provider Wuxin Technology Holdings (WXT) filed to raise $41 million, early-stage alfalfa producer African Agriculture (AAGR) filed to raise $40 million, and facilities services provider Primech Holdings (PMEC) filed to raise $23 million. Healthcare-focused Strawberry Fields REIT (STRW) and federally-authorized cannabis provider Bright Green (BGXX) both filed to direct list on the Nasdaq.</p><p>Two SPACs also submitted initial filings. A SPAC II Acquisition (ASCBU) filed to raise $185 million to target new economy sectors, and Chenghe Acquisition (CHEA.U) filed to raise $100 million to target fintech in Asia.</p><p><img src=\"https://static.tigerbbs.com/190091d9803b1f15c3ef22bcee28b374\" tg-width=\"700\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/>IPO Market Snapshot</p><p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 3/31/2022, the Renaissance IPO Index was down 23.9% year-to-date, while the S&amp;P 500 was down 4.6%. Renaissance Capital&#39;s IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include <a href=\"https://laohu8.com/S/UBER\">Uber Technologies </a> and <a href=\"https://laohu8.com/S/SNOW\">Snowflake </a>. The Renaissance International IPO Index was down 21.9% year-to-date, while the ACWX was down 5.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Volvo Car Group and Kuaishou.</p></body></html>","source":"lsy1619493174116","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>US IPO Weekly Recap: The 1Q22 IPO Market Closes Out with SPACs and Pipeline News</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\">\nUS IPO Weekly Recap: The 1Q22 IPO Market Closes Out with SPACs and Pipeline News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/91817/US-IPO-Weekly-Recap-The-1Q22-IPO-market-closes-out-with-SPACs-and-pipeline-><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 1Q22 IPO market ended with another quiet week. Just two SPACs priced.The most notable news came from the IPO pipeline. Four IPOs and two direct listings submitted initial filings, led by AIG carve...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/91817/US-IPO-Weekly-Recap-The-1Q22-IPO-market-closes-out-with-SPACs-and-pipeline-\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/91817/US-IPO-Weekly-Recap-The-1Q22-IPO-market-closes-out-with-SPACs-and-pipeline-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148940081","content_text":"The 1Q22 IPO market ended with another quiet week. Just two SPACs priced.The most notable news came from the IPO pipeline. Four IPOs and two direct listings submitted initial filings, led by AIG carve-out SAFG Retirement Services (SAFG), which could raise up to $3 billion. Four issuers also refreshed their filings with updated financials, including billion-dollar deal Bausch + Lomb (BLCO).The week’s only pricings came from energy SPAC Redwood Acquisition (RWODU) and growth-focused SPAC Metal Sky Star Acquisition (MSSAU), both of which raised $100 million.While not counted below, two other deals came to market: Railway safety micro-cap Rail Vision (RVSN) raised $16 million in a warrants-attached IPO, and nano-cap Expion360 (XPON) raised $15 million at a market cap less than Renaissance Capital’s $50 million cutoff.The pipeline saw some activity during the week. SAFG (Corebridge) (SAFG) filed for an estimated $3 billion IPO. Chinese IoT solutions provider Wuxin Technology Holdings (WXT) filed to raise $41 million, early-stage alfalfa producer African Agriculture (AAGR) filed to raise $40 million, and facilities services provider Primech Holdings (PMEC) filed to raise $23 million. Healthcare-focused Strawberry Fields REIT (STRW) and federally-authorized cannabis provider Bright Green (BGXX) both filed to direct list on the Nasdaq.Two SPACs also submitted initial filings. A SPAC II Acquisition (ASCBU) filed to raise $185 million to target new economy sectors, and Chenghe Acquisition (CHEA.U) filed to raise $100 million to target fintech in Asia.IPO Market SnapshotThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 3/31/2022, the Renaissance IPO Index was down 23.9% year-to-date, while the S&P 500 was down 4.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies  and Snowflake . The Renaissance International IPO Index was down 21.9% year-to-date, while the ACWX was down 5.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Volvo Car Group and Kuaishou.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005176192,"gmtCreate":1642214568761,"gmtModify":1676533693631,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005176192","repostId":"1167122618","repostType":4,"repost":{"id":"1167122618","pubTimestamp":1642212214,"share":"https://www.laohu8.com/m/news/1167122618?lang=&edition=full","pubTime":"2022-01-15 10:03","market":"us","language":"en","title":"Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012","url":"https://stock-news.laohu8.com/highlight/detail?id=1167122618","media":"Seeking Alpha","summary":"While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 19","content":"<html><head></head><body><ul><li>While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 199 employees as new managing directors, a person with knowledge on the matter told Bloomberg.</li><li>This is up from 171 last year and 130 in 2020, Bloomberg reports. The U.S. region counts for 64% of the promotions, with 23% in Europe, the Middle East and Africa, and 14% in Asia.</li><li>A third of the new managing directors are women, the person told Bloomberg. This means 23% of the bank&#39;s managing directors are female, a new record, Bloomberg notes.</li><li>Recall Goldman Sachs(NYSE:GS)recently said it plans to boost hiring in Latin America after a record year.</li><li>Previously, (Jan. 4, 2021) Morgan Stanley inked a lease for BlackRock&#39;sheadquarters in New York City.</li></ul></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>Morgan Stanley Promotes Biggest Class of Managing Directors Since 2012</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\">\nMorgan Stanley Promotes Biggest Class of Managing Directors Since 2012\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-15 10:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3788415-morgan-stanley-promotes-most-staff-to-managing-directors-since-2012-bloomberg><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 199 employees as new managing directors, a person with knowledge on the matter told Bloomberg.This is ...</p>\n\n<a href=\"https://seekingalpha.com/news/3788415-morgan-stanley-promotes-most-staff-to-managing-directors-since-2012-bloomberg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://seekingalpha.com/news/3788415-morgan-stanley-promotes-most-staff-to-managing-directors-since-2012-bloomberg","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167122618","content_text":"While efforts to hire and retain workers pick up across Wall Street, Morgan Stanley(NYSE:MS)names 199 employees as new managing directors, a person with knowledge on the matter told Bloomberg.This is up from 171 last year and 130 in 2020, Bloomberg reports. The U.S. region counts for 64% of the promotions, with 23% in Europe, the Middle East and Africa, and 14% in Asia.A third of the new managing directors are women, the person told Bloomberg. This means 23% of the bank's managing directors are female, a new record, Bloomberg notes.Recall Goldman Sachs(NYSE:GS)recently said it plans to boost hiring in Latin America after a record year.Previously, (Jan. 4, 2021) Morgan Stanley inked a lease for BlackRock'sheadquarters in New York City.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063930930,"gmtCreate":1651380865223,"gmtModify":1676534899162,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063930930","repostId":"1111010049","repostType":4,"repost":{"id":"1111010049","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651370179,"share":"https://www.laohu8.com/m/news/1111010049?lang=&edition=full","pubTime":"2022-05-01 09:56","market":"us","language":"en","title":"Berkshire Meeting: Talk About Investments, Inflation, Markets, and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1111010049","media":"Tiger Newspress","summary":"The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, af","content":"<html><head></head><body><p>The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, after a two-year pandemic hiatus moved the so-called “Woodstock for Capitalists” online. Warren Buffett addressed the company’s massive stock purchases in the first quarter, the performance of its collection of businesses, and added his signature folksy anecdotes and life advice.</p><p>Tens of thousands of Buffett devoteeswere back in Omaha to hear fromthe legendary investorand Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO, scoop up discounts at a shareholder-only shopping day, and swap stories of their experiences following Berkshire over the years.</p><h3><b>Warren Buffett says inflation &#34;swindles almost everybody&#34;</b></h3><p>Berkshire Hathaway Chairman Warren Buffett on Saturday put fresh money behind Activision and Chevron and doled out sharp criticism against speculation in the market.</p><p>Speaking at Berkshire Hathaway&#39;s first in-person annual meeting since 2019, Buffett went so far as to say the market&#39;s turned into a &#34;gambling parlor.&#34;</p><p>The Oracle of Omaha also commented on inflation, building on prior remarks he has made. Buffett had previously said that inflation &#34;swindles&#34; equity investors, but noted Saturday that it &#34;swindles the bond investor, too. It swindles the person who keeps their cash under their mattress. It swindles almost everybody.&#34;</p><h3><b>Berkshire’s first-quarter results</b></h3><p>Buffett proceeded with an overview of Berkshire’s first-quarter financial results, which were released on Saturday morning. Operating earnings after taxes rose less than 1% from the year-earlier period, to about $7 billion. The company reduced the pace of its stock buybacks, but Berkshire was active in purchasing other companies’ shares.</p><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, and bought $51.9 billion in other equities. The company also sold $10.3 billion worth of non-Berkshire shares. Berkshire ended the period with $102.7 billion in cash and U.S. Treasury bills.</p><p>“We will always have a lot of cash on hand,” Buffett said.</p><p>A question addressed the performance of Berkshire’s Geico and BNSF Railway subsidiaries relative to competitors. Buffett kicked it over to Jain, who oversees Berkshire’s insurance operations, and Abel, who oversees non-insurance operations.</p><p>Jain admitted that lately Progressive (PGR) has done better than Geico in terms of its profit margin and growth rate. He attributed that to the Berkshire subsidiary’s later entry into telematics, or usage-based insurance, which adjusts customers’ rates based on how they drive. Progressive has years of additional data and experience in the business, but Jain said that Geico was seeing promising early results from its telematics policies, branded as DriveEasy.</p><p>Abel defended the approach of BNSF, which hasn’t been able to embrace precision-scheduled railroading as much of the railroad industry has.</p><h3><b>Berkshire is buying other companies’ stocks again</b></h3><p>The first question of the meeting was about Berkshire quickly becoming more active in the stock market. In Buffett’s 2021 annual shareholder letter, dated Feb. 26, he wrote that there were few attractive opportunities out there. Since then, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion, and scooped up billions of dollars of shares of <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and <a href=\"https://laohu8.com/S/HPQ\">HP</a>.</p><p>Asked what changed, Munger said: “We found some things we preferred owning to Treasury bills.” Buffett added, “As usual, Charlie has given the full answer, but I’ll still talk more and say less.”</p><p>Buffett explained that Occidental’s capital-return plans and higher oil prices in the wake of Russia’s invasion of Ukraine made the stock a buy, and that Alleghany was a natural fit for Berkshire’s insurance operations.</p><p>Buffett also said that Berkshire bought additional Apple stock in the first quarter. The company owned about 911 million shares of the iPhone maker at the end of March, versus 907.6 million at the end of 2021.</p><p>In February, Berkshire said that it owned about 14.7 million shares of Activision Blizzard (ATVI), which were acquired in October and November 2021. On Saturday, Buffett said that Berkshire now owns about 9.5% of Activision, or some 74 million shares—which were worth about $5.6 billion at Friday’s close. Microsoft (MSFT) has agreed to purchase the video-game developer for $95 per share, while shares have been trading in the high $70s and low $80s in recent months. Buffett expects the deal to go through—and for that gap to close.</p><h3><b>Berkshire isn’t buying back as much stock</b></h3><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, down from $6.9 billion in the fourth quarter and $27 billion for all of 2021. Buffett and Munger repurchase shares when they determine that their price is below Berkshire’s intrinsic value.</p><p>Buffett nonetheless extolled the virtues of stock buybacks for shareholders, pointing out that Berkshire’s stake in American Express had grown to about 20%, from 11%, over the years—without Berkshire buying any additional stock.</p><p>“Imagine you owned a farm and had 640 acres, farmed it every year, made a little money on it, enjoyed farming, and somehow 20 years later it turned into 1,100 or 1,200 acres,” Buffett said. “If you do it at the right price, there’s nothing better than buying back part of your own business.”</p><h3><b>Buffett isn’t trying to predict future inflation</b></h3><p>“It’s extraordinary how much [inflation] we’ve seen,” Buffett said, referring to increasing prices at Nebraska Furniture Mart and other Berkshire subsidiaries.</p><p>Buffett believes that the best defense against inflation is to be skilled at what you do, and to produce a good or service that will remain in demand which people will be willing to pay for.</p><p>“The best protection against inflation is your own personal earning power…No one can take your talent away from you,” Buffett said. “If you do something valuable and good for society, it doesn’t matter what the U.S. dollar does.”</p><p>Buffett said that predicting future inflation is a fool’s game, and that no one can really know how much inflation there will be over the next 10 years, or 12 months, or four weeks. “Inflation swindles almost everybody,” Buffett said, whether they are a stock investor, a bond investor, or a “cash-under-the-mattress person.”</p><h3><b>Warren Buffett rips Wall Street for turning the stock market into ‘a gambling parlor’</b></h3><p>Berkshire Hathaway CEO Warren Buffett lambasted Wall Street for encouraging speculative behavior in the stock market, effectively turning it into a “gambling parlor.”</p><p>Buffett, 91, spoke at length during his annual shareholder meeting Saturday about one of his favorite targets for criticism: investment banks and brokerages.</p><p>“Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,” Buffett said. “They don’t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.”</p><h3><b>Corporations shouldn’t take political positions, Buffett believes</b></h3><p>The first question of the afternoon session had to do with companies engaging in the political realm—and whether they should take official stances on controversial issues.</p><p>“I don’t put my citizenship in a blind trust when I take the job as CEO of Berkshire,” Buffett said. “But I’ve also learned that you can make a whole lot more people sustainably mad, than temporarily happy, on a variety of subjects.”</p><p>People who get upset may take it out on Berkshire’s subsidiaries and employees, Buffett noted, which isn’t fair to those workers. “I’ve come to the conclusion that the answer is ‘No,&#39;” Buffett said.</p><p>Berkshire stock has climbed about 7% so far this year, versus a 13% decline for the S&amp;P 500.</p><h3><b>Buffett gives his most expansive explanation for why he doesn’t believe in bitcoin</b></h3><p>Bitcoin has steadily been gaining acceptance from the traditional finance and investment world in recent years but Warren Buffett is sticking to his skeptical stance onbitcoin.</p><p>He said at the Berkshire Hathaway Annual Shareholder meeting Saturday that it’s not a productive asset and it doesn’t produce anything tangible. Despite a shift in public perception about the cryptocurrency, Buffett still wouldn’t buy it.</p><p>“Whether it goes up or down in the next year, or five or 10 years, I don’t know. But the one thing I’m pretty sure of is that it doesn’t produce anything,” Buffett said. “It’s got a magic to it and people have attached magics to lots of things.”</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Meeting: Talk About Investments, Inflation, Markets, and more</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\">\nBerkshire Meeting: Talk About Investments, Inflation, Markets, and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-01 09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, after a two-year pandemic hiatus moved the so-called “Woodstock for Capitalists” online. Warren Buffett addressed the company’s massive stock purchases in the first quarter, the performance of its collection of businesses, and added his signature folksy anecdotes and life advice.</p><p>Tens of thousands of Buffett devoteeswere back in Omaha to hear fromthe legendary investorand Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO, scoop up discounts at a shareholder-only shopping day, and swap stories of their experiences following Berkshire over the years.</p><h3><b>Warren Buffett says inflation &#34;swindles almost everybody&#34;</b></h3><p>Berkshire Hathaway Chairman Warren Buffett on Saturday put fresh money behind Activision and Chevron and doled out sharp criticism against speculation in the market.</p><p>Speaking at Berkshire Hathaway&#39;s first in-person annual meeting since 2019, Buffett went so far as to say the market&#39;s turned into a &#34;gambling parlor.&#34;</p><p>The Oracle of Omaha also commented on inflation, building on prior remarks he has made. Buffett had previously said that inflation &#34;swindles&#34; equity investors, but noted Saturday that it &#34;swindles the bond investor, too. It swindles the person who keeps their cash under their mattress. It swindles almost everybody.&#34;</p><h3><b>Berkshire’s first-quarter results</b></h3><p>Buffett proceeded with an overview of Berkshire’s first-quarter financial results, which were released on Saturday morning. Operating earnings after taxes rose less than 1% from the year-earlier period, to about $7 billion. The company reduced the pace of its stock buybacks, but Berkshire was active in purchasing other companies’ shares.</p><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, and bought $51.9 billion in other equities. The company also sold $10.3 billion worth of non-Berkshire shares. Berkshire ended the period with $102.7 billion in cash and U.S. Treasury bills.</p><p>“We will always have a lot of cash on hand,” Buffett said.</p><p>A question addressed the performance of Berkshire’s Geico and BNSF Railway subsidiaries relative to competitors. Buffett kicked it over to Jain, who oversees Berkshire’s insurance operations, and Abel, who oversees non-insurance operations.</p><p>Jain admitted that lately Progressive (PGR) has done better than Geico in terms of its profit margin and growth rate. He attributed that to the Berkshire subsidiary’s later entry into telematics, or usage-based insurance, which adjusts customers’ rates based on how they drive. Progressive has years of additional data and experience in the business, but Jain said that Geico was seeing promising early results from its telematics policies, branded as DriveEasy.</p><p>Abel defended the approach of BNSF, which hasn’t been able to embrace precision-scheduled railroading as much of the railroad industry has.</p><h3><b>Berkshire is buying other companies’ stocks again</b></h3><p>The first question of the meeting was about Berkshire quickly becoming more active in the stock market. In Buffett’s 2021 annual shareholder letter, dated Feb. 26, he wrote that there were few attractive opportunities out there. Since then, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion, and scooped up billions of dollars of shares of <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and <a href=\"https://laohu8.com/S/HPQ\">HP</a>.</p><p>Asked what changed, Munger said: “We found some things we preferred owning to Treasury bills.” Buffett added, “As usual, Charlie has given the full answer, but I’ll still talk more and say less.”</p><p>Buffett explained that Occidental’s capital-return plans and higher oil prices in the wake of Russia’s invasion of Ukraine made the stock a buy, and that Alleghany was a natural fit for Berkshire’s insurance operations.</p><p>Buffett also said that Berkshire bought additional Apple stock in the first quarter. The company owned about 911 million shares of the iPhone maker at the end of March, versus 907.6 million at the end of 2021.</p><p>In February, Berkshire said that it owned about 14.7 million shares of Activision Blizzard (ATVI), which were acquired in October and November 2021. On Saturday, Buffett said that Berkshire now owns about 9.5% of Activision, or some 74 million shares—which were worth about $5.6 billion at Friday’s close. Microsoft (MSFT) has agreed to purchase the video-game developer for $95 per share, while shares have been trading in the high $70s and low $80s in recent months. Buffett expects the deal to go through—and for that gap to close.</p><h3><b>Berkshire isn’t buying back as much stock</b></h3><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, down from $6.9 billion in the fourth quarter and $27 billion for all of 2021. Buffett and Munger repurchase shares when they determine that their price is below Berkshire’s intrinsic value.</p><p>Buffett nonetheless extolled the virtues of stock buybacks for shareholders, pointing out that Berkshire’s stake in American Express had grown to about 20%, from 11%, over the years—without Berkshire buying any additional stock.</p><p>“Imagine you owned a farm and had 640 acres, farmed it every year, made a little money on it, enjoyed farming, and somehow 20 years later it turned into 1,100 or 1,200 acres,” Buffett said. “If you do it at the right price, there’s nothing better than buying back part of your own business.”</p><h3><b>Buffett isn’t trying to predict future inflation</b></h3><p>“It’s extraordinary how much [inflation] we’ve seen,” Buffett said, referring to increasing prices at Nebraska Furniture Mart and other Berkshire subsidiaries.</p><p>Buffett believes that the best defense against inflation is to be skilled at what you do, and to produce a good or service that will remain in demand which people will be willing to pay for.</p><p>“The best protection against inflation is your own personal earning power…No one can take your talent away from you,” Buffett said. “If you do something valuable and good for society, it doesn’t matter what the U.S. dollar does.”</p><p>Buffett said that predicting future inflation is a fool’s game, and that no one can really know how much inflation there will be over the next 10 years, or 12 months, or four weeks. “Inflation swindles almost everybody,” Buffett said, whether they are a stock investor, a bond investor, or a “cash-under-the-mattress person.”</p><h3><b>Warren Buffett rips Wall Street for turning the stock market into ‘a gambling parlor’</b></h3><p>Berkshire Hathaway CEO Warren Buffett lambasted Wall Street for encouraging speculative behavior in the stock market, effectively turning it into a “gambling parlor.”</p><p>Buffett, 91, spoke at length during his annual shareholder meeting Saturday about one of his favorite targets for criticism: investment banks and brokerages.</p><p>“Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,” Buffett said. “They don’t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.”</p><h3><b>Corporations shouldn’t take political positions, Buffett believes</b></h3><p>The first question of the afternoon session had to do with companies engaging in the political realm—and whether they should take official stances on controversial issues.</p><p>“I don’t put my citizenship in a blind trust when I take the job as CEO of Berkshire,” Buffett said. “But I’ve also learned that you can make a whole lot more people sustainably mad, than temporarily happy, on a variety of subjects.”</p><p>People who get upset may take it out on Berkshire’s subsidiaries and employees, Buffett noted, which isn’t fair to those workers. “I’ve come to the conclusion that the answer is ‘No,&#39;” Buffett said.</p><p>Berkshire stock has climbed about 7% so far this year, versus a 13% decline for the S&amp;P 500.</p><h3><b>Buffett gives his most expansive explanation for why he doesn’t believe in bitcoin</b></h3><p>Bitcoin has steadily been gaining acceptance from the traditional finance and investment world in recent years but Warren Buffett is sticking to his skeptical stance onbitcoin.</p><p>He said at the Berkshire Hathaway Annual Shareholder meeting Saturday that it’s not a productive asset and it doesn’t produce anything tangible. Despite a shift in public perception about the cryptocurrency, Buffett still wouldn’t buy it.</p><p>“Whether it goes up or down in the next year, or five or 10 years, I don’t know. But the one thing I’m pretty sure of is that it doesn’t produce anything,” Buffett said. “It’s got a magic to it and people have attached magics to lots of things.”</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111010049","content_text":"The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, after a two-year pandemic hiatus moved the so-called “Woodstock for Capitalists” online. Warren Buffett addressed the company’s massive stock purchases in the first quarter, the performance of its collection of businesses, and added his signature folksy anecdotes and life advice.Tens of thousands of Buffett devoteeswere back in Omaha to hear fromthe legendary investorand Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO, scoop up discounts at a shareholder-only shopping day, and swap stories of their experiences following Berkshire over the years.Warren Buffett says inflation \"swindles almost everybody\"Berkshire Hathaway Chairman Warren Buffett on Saturday put fresh money behind Activision and Chevron and doled out sharp criticism against speculation in the market.Speaking at Berkshire Hathaway's first in-person annual meeting since 2019, Buffett went so far as to say the market's turned into a \"gambling parlor.\"The Oracle of Omaha also commented on inflation, building on prior remarks he has made. Buffett had previously said that inflation \"swindles\" equity investors, but noted Saturday that it \"swindles the bond investor, too. It swindles the person who keeps their cash under their mattress. It swindles almost everybody.\"Berkshire’s first-quarter resultsBuffett proceeded with an overview of Berkshire’s first-quarter financial results, which were released on Saturday morning. Operating earnings after taxes rose less than 1% from the year-earlier period, to about $7 billion. The company reduced the pace of its stock buybacks, but Berkshire was active in purchasing other companies’ shares.Berkshire spent $3.2 billion on share repurchases in the first quarter, and bought $51.9 billion in other equities. The company also sold $10.3 billion worth of non-Berkshire shares. Berkshire ended the period with $102.7 billion in cash and U.S. Treasury bills.“We will always have a lot of cash on hand,” Buffett said.A question addressed the performance of Berkshire’s Geico and BNSF Railway subsidiaries relative to competitors. Buffett kicked it over to Jain, who oversees Berkshire’s insurance operations, and Abel, who oversees non-insurance operations.Jain admitted that lately Progressive (PGR) has done better than Geico in terms of its profit margin and growth rate. He attributed that to the Berkshire subsidiary’s later entry into telematics, or usage-based insurance, which adjusts customers’ rates based on how they drive. Progressive has years of additional data and experience in the business, but Jain said that Geico was seeing promising early results from its telematics policies, branded as DriveEasy.Abel defended the approach of BNSF, which hasn’t been able to embrace precision-scheduled railroading as much of the railroad industry has.Berkshire is buying other companies’ stocks againThe first question of the meeting was about Berkshire quickly becoming more active in the stock market. In Buffett’s 2021 annual shareholder letter, dated Feb. 26, he wrote that there were few attractive opportunities out there. Since then, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion, and scooped up billions of dollars of shares of Chevron, Occidental Petroleum, and HP.Asked what changed, Munger said: “We found some things we preferred owning to Treasury bills.” Buffett added, “As usual, Charlie has given the full answer, but I’ll still talk more and say less.”Buffett explained that Occidental’s capital-return plans and higher oil prices in the wake of Russia’s invasion of Ukraine made the stock a buy, and that Alleghany was a natural fit for Berkshire’s insurance operations.Buffett also said that Berkshire bought additional Apple stock in the first quarter. The company owned about 911 million shares of the iPhone maker at the end of March, versus 907.6 million at the end of 2021.In February, Berkshire said that it owned about 14.7 million shares of Activision Blizzard (ATVI), which were acquired in October and November 2021. On Saturday, Buffett said that Berkshire now owns about 9.5% of Activision, or some 74 million shares—which were worth about $5.6 billion at Friday’s close. Microsoft (MSFT) has agreed to purchase the video-game developer for $95 per share, while shares have been trading in the high $70s and low $80s in recent months. Buffett expects the deal to go through—and for that gap to close.Berkshire isn’t buying back as much stockBerkshire spent $3.2 billion on share repurchases in the first quarter, down from $6.9 billion in the fourth quarter and $27 billion for all of 2021. Buffett and Munger repurchase shares when they determine that their price is below Berkshire’s intrinsic value.Buffett nonetheless extolled the virtues of stock buybacks for shareholders, pointing out that Berkshire’s stake in American Express had grown to about 20%, from 11%, over the years—without Berkshire buying any additional stock.“Imagine you owned a farm and had 640 acres, farmed it every year, made a little money on it, enjoyed farming, and somehow 20 years later it turned into 1,100 or 1,200 acres,” Buffett said. “If you do it at the right price, there’s nothing better than buying back part of your own business.”Buffett isn’t trying to predict future inflation“It’s extraordinary how much [inflation] we’ve seen,” Buffett said, referring to increasing prices at Nebraska Furniture Mart and other Berkshire subsidiaries.Buffett believes that the best defense against inflation is to be skilled at what you do, and to produce a good or service that will remain in demand which people will be willing to pay for.“The best protection against inflation is your own personal earning power…No one can take your talent away from you,” Buffett said. “If you do something valuable and good for society, it doesn’t matter what the U.S. dollar does.”Buffett said that predicting future inflation is a fool’s game, and that no one can really know how much inflation there will be over the next 10 years, or 12 months, or four weeks. “Inflation swindles almost everybody,” Buffett said, whether they are a stock investor, a bond investor, or a “cash-under-the-mattress person.”Warren Buffett rips Wall Street for turning the stock market into ‘a gambling parlor’Berkshire Hathaway CEO Warren Buffett lambasted Wall Street for encouraging speculative behavior in the stock market, effectively turning it into a “gambling parlor.”Buffett, 91, spoke at length during his annual shareholder meeting Saturday about one of his favorite targets for criticism: investment banks and brokerages.“Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,” Buffett said. “They don’t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.”Corporations shouldn’t take political positions, Buffett believesThe first question of the afternoon session had to do with companies engaging in the political realm—and whether they should take official stances on controversial issues.“I don’t put my citizenship in a blind trust when I take the job as CEO of Berkshire,” Buffett said. “But I’ve also learned that you can make a whole lot more people sustainably mad, than temporarily happy, on a variety of subjects.”People who get upset may take it out on Berkshire’s subsidiaries and employees, Buffett noted, which isn’t fair to those workers. “I’ve come to the conclusion that the answer is ‘No,'” Buffett said.Berkshire stock has climbed about 7% so far this year, versus a 13% decline for the S&P 500.Buffett gives his most expansive explanation for why he doesn’t believe in bitcoinBitcoin has steadily been gaining acceptance from the traditional finance and investment world in recent years but Warren Buffett is sticking to his skeptical stance onbitcoin.He said at the Berkshire Hathaway Annual Shareholder meeting Saturday that it’s not a productive asset and it doesn’t produce anything tangible. Despite a shift in public perception about the cryptocurrency, Buffett still wouldn’t buy it.“Whether it goes up or down in the next year, or five or 10 years, I don’t know. But the one thing I’m pretty sure of is that it doesn’t produce anything,” Buffett said. “It’s got a magic to it and people have attached magics to lots of things.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903726708,"gmtCreate":1659079582804,"gmtModify":1676536255148,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yayyy","listText":"Yayyy","text":"Yayyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903726708","repostId":"1176798714","repostType":4,"repost":{"id":"1176798714","pubTimestamp":1659075356,"share":"https://www.laohu8.com/m/news/1176798714?lang=&edition=full","pubTime":"2022-07-29 14:15","market":"us","language":"en","title":"Options Are a Great Way to Lose Money, Unless You're the One Selling Them","url":"https://stock-news.laohu8.com/highlight/detail?id=1176798714","media":"Financial Post","summary":"Peter Hodson: The seller of options wins 95% of the timeA trader works on the floor of the New York ","content":"<html><head></head><body><p>Peter Hodson: The seller of options wins 95% of the time</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0748a1e2612a79a2a4415a77a6b9dd73\" tg-width=\"1128\" tg-height=\"846\" referrerpolicy=\"no-referrer\"/><span>A trader works on the floor of the New York Stock Exchange. PHOTO BY REUTERS/BRENDAN MCDERMID FILES</span></p><p>When I first started in the investment world, I quickly discovered the joy — and pain — of trading options. At first, like most traders, I thought buying calls and puts was the key to quick riches. But after multiple losses as a 21-year-old, it became very clear to me that the riches were to be obtained from selling options, not buying them. Now, years later, I continue to sell options — mostly covered calls — to supplement my income.</p><p>Selling a covered call gives you a premium (the option premium) and gives another investor the “option” to buy your stock at a fixed defined price, at a fixed expiry date in the future. For example, an option seller might get $2 to sell a $50 September call option on XYZ when XYZ shares are trading at $45. If XYZ goes above $50 before the expiry date (the third Saturday of each month), then the seller is obligated to sell their stock at $50. If XYZ fails to hit $50, he keeps his stock. Either way, the option seller keeps the $2 premium (options trade in 100 share contracts). So the potential upside is $7/share ($50 minus $45, plus $2 premium). The minimum return is $2/share. If XYZ declines, the maximum potential loss is whatever the stock goes to, minus the $2 call option premium received. Why do I think covered calls are an interesting strategy these days? Well, here are five reasons:</p><p><b>The</b> <b><i>seller</i></b> <b>of options wins 95 per cent of the time</b></p><p>Like being the owner of a casino in Vegas, when you sell options, the odds are in your favour. But in the options market you have even better odds than a casino. Practically every option buyer loses money. Why then, does the options market continue to exist? Well, there is of course a legitimate hedging need for options. But the main reason is … greed. When an options buyer is right, the leverage is miraculous. One can buy a short-term $0.50 option, at times, and see it go to $10, once in a while. Quick fortunes can be made if the market moves quickly and sharply. But, that is not the norm. The majority of options buyers — despite dreams of riches in their heads — typically just see their investment expire worthless. The option seller just keeps their money, thank you very much.</p><p><b>Time is guaranteed</b></p><p>The market is a risky place, as investors have clearly been reminded in 2022. Nothing is guaranteed. Can the biggest company in Canada decline 75 per cent in six months? It just did. But one thing that is guaranteed is time. Sure as sunrise, each day clicks by, and each day every option is worth less in time value. As options tick by to expiration, the option seller is guaranteed that less time is available before expiry. Thus, time is the only real guarantee in the investment world. When you sell options, you are not necessarily trading stocks — you are selling <i>time</i>.</p><p><b>Premiums are treated as capital gains</b></p><p>Unless you are an extremely active trader and your main source of income is options trading, and you are a professional, the CRA treats options income as capital gains. Thus, for most investors, this means the lowest tax rate on income possible. Thus, one can supplement their income and keep more of their money. If a stock does move higher and is about to be called away, an investor can always buy back the option to cancel it, and the loss on that trade can be deducted from capital gains.</p><p><b>Bear markets are ‘slightly’ less painful</b></p><p>The extra income from call options can reduce the pain a bit in a bear market. Sure, your stock might have declined from $75 to $50 in the past six months, but you might have picked up $10 or so in options premiums during that time. You have still lost money (on paper) of course, but the income still makes the bear market a little more BEARable (sorry, couldn’t resist). In addition, when markets are volatile, options premiums also increase in value, so in a roller-coaster market your option premium income can increase nicely. Still not great, but again, the higher income makes the weaker market slightly less painful.</p><p><b>Investors overestimate short-term stock market volatility</b></p><p>Options premiums can range wildly, depending on the underlying company, its volatility, dividends, balance sheet risk, sector and other factors. I prefer to only utilize one-month options for one reason: investors tend to overestimate stock volatility. In a 30 to 35-day period, the average stock simply does not move too much. But there are always investors who seem willing to bet on individual stock moves. Some stocks can provide call option premiums of five per cent to seven per cent,<i>per month</i>. Sure, sometimes markets will move a lot, and option sellers will have to sell a stock once in a while. But if an investor sells covered calls on 10 positions or so, it is not likely that many will move enough to get called away. And if they do, so what? If the option strike price is higher than the current price, investors still make lots of money — just less than they would if they had done nothing. But making money in the current market is tough. Are we really going to complain about making less money in a bear market?</p></body></html>","source":"lsy1647907663456","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>Options Are a Great Way to Lose Money, Unless You're the One Selling Them</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\">\nOptions Are a Great Way to Lose Money, Unless You're the One Selling Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://financialpost.com/investing/peter-hodson-options-are-a-great-way-to-lose-money-unless-youre-the-one-selling-them><strong>Financial Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Peter Hodson: The seller of options wins 95% of the timeA trader works on the floor of the New York Stock Exchange. PHOTO BY REUTERS/BRENDAN MCDERMID FILESWhen I first started in the investment world,...</p>\n\n<a href=\"https://financialpost.com/investing/peter-hodson-options-are-a-great-way-to-lose-money-unless-youre-the-one-selling-them\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://financialpost.com/investing/peter-hodson-options-are-a-great-way-to-lose-money-unless-youre-the-one-selling-them","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176798714","content_text":"Peter Hodson: The seller of options wins 95% of the timeA trader works on the floor of the New York Stock Exchange. PHOTO BY REUTERS/BRENDAN MCDERMID FILESWhen I first started in the investment world, I quickly discovered the joy — and pain — of trading options. At first, like most traders, I thought buying calls and puts was the key to quick riches. But after multiple losses as a 21-year-old, it became very clear to me that the riches were to be obtained from selling options, not buying them. Now, years later, I continue to sell options — mostly covered calls — to supplement my income.Selling a covered call gives you a premium (the option premium) and gives another investor the “option” to buy your stock at a fixed defined price, at a fixed expiry date in the future. For example, an option seller might get $2 to sell a $50 September call option on XYZ when XYZ shares are trading at $45. If XYZ goes above $50 before the expiry date (the third Saturday of each month), then the seller is obligated to sell their stock at $50. If XYZ fails to hit $50, he keeps his stock. Either way, the option seller keeps the $2 premium (options trade in 100 share contracts). So the potential upside is $7/share ($50 minus $45, plus $2 premium). The minimum return is $2/share. If XYZ declines, the maximum potential loss is whatever the stock goes to, minus the $2 call option premium received. Why do I think covered calls are an interesting strategy these days? Well, here are five reasons:The seller of options wins 95 per cent of the timeLike being the owner of a casino in Vegas, when you sell options, the odds are in your favour. But in the options market you have even better odds than a casino. Practically every option buyer loses money. Why then, does the options market continue to exist? Well, there is of course a legitimate hedging need for options. But the main reason is … greed. When an options buyer is right, the leverage is miraculous. One can buy a short-term $0.50 option, at times, and see it go to $10, once in a while. Quick fortunes can be made if the market moves quickly and sharply. But, that is not the norm. The majority of options buyers — despite dreams of riches in their heads — typically just see their investment expire worthless. The option seller just keeps their money, thank you very much.Time is guaranteedThe market is a risky place, as investors have clearly been reminded in 2022. Nothing is guaranteed. Can the biggest company in Canada decline 75 per cent in six months? It just did. But one thing that is guaranteed is time. Sure as sunrise, each day clicks by, and each day every option is worth less in time value. As options tick by to expiration, the option seller is guaranteed that less time is available before expiry. Thus, time is the only real guarantee in the investment world. When you sell options, you are not necessarily trading stocks — you are selling time.Premiums are treated as capital gainsUnless you are an extremely active trader and your main source of income is options trading, and you are a professional, the CRA treats options income as capital gains. Thus, for most investors, this means the lowest tax rate on income possible. Thus, one can supplement their income and keep more of their money. If a stock does move higher and is about to be called away, an investor can always buy back the option to cancel it, and the loss on that trade can be deducted from capital gains.Bear markets are ‘slightly’ less painfulThe extra income from call options can reduce the pain a bit in a bear market. Sure, your stock might have declined from $75 to $50 in the past six months, but you might have picked up $10 or so in options premiums during that time. You have still lost money (on paper) of course, but the income still makes the bear market a little more BEARable (sorry, couldn’t resist). In addition, when markets are volatile, options premiums also increase in value, so in a roller-coaster market your option premium income can increase nicely. Still not great, but again, the higher income makes the weaker market slightly less painful.Investors overestimate short-term stock market volatilityOptions premiums can range wildly, depending on the underlying company, its volatility, dividends, balance sheet risk, sector and other factors. I prefer to only utilize one-month options for one reason: investors tend to overestimate stock volatility. In a 30 to 35-day period, the average stock simply does not move too much. But there are always investors who seem willing to bet on individual stock moves. Some stocks can provide call option premiums of five per cent to seven per cent,per month. Sure, sometimes markets will move a lot, and option sellers will have to sell a stock once in a while. But if an investor sells covered calls on 10 positions or so, it is not likely that many will move enough to get called away. And if they do, so what? If the option strike price is higher than the current price, investors still make lots of money — just less than they would if they had done nothing. But making money in the current market is tough. Are we really going to complain about making less money in a bear market?","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139956869,"gmtCreate":1621586650551,"gmtModify":1704360108618,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Gogogo","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Gogogo","text":"$Tiger Brokers(TIGR)$Gogogo","images":[{"img":"https://static.tigerbbs.com/69158764585dde3ecac2db283eb7a06d","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/139956869","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150389455,"gmtCreate":1624887416277,"gmtModify":1703847056164,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150389455","repostId":"1170953229","repostType":4,"repost":{"id":"1170953229","pubTimestamp":1624885060,"share":"https://www.laohu8.com/m/news/1170953229?lang=&edition=full","pubTime":"2021-06-28 20:57","market":"us","language":"en","title":"Cloudflare: High-Quality Business, But Not Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1170953229","media":"seekingalpha","summary":"Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and","content":"<p><b>Summary</b></p>\n<ul>\n <li>Cloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.</li>\n <li>Cloudflare's gross margins are very high, reaching the high 70s%.</li>\n <li>Cloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7cd9332f245bbb2907015fd86c5ff20\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>imaginima/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Cloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.</p>\n<p>Having said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.</p>\n<p><b>Voting Machine vs Weighing Machine</b></p>\n<p>Cloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c97ad60d00f39022413a4453bb38d2d\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>This time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.</p>\n<p>Investors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.</p>\n<p>As a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:<i>many shall berestoredthat now are fallen and many shall fall that now are in honor.</i></p>\n<p>Having said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.</p>\n<p><b>Cloudflare is a High-Quality Business</b></p>\n<p>Cloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.</p>\n<p><img src=\"https://static.tigerbbs.com/161c2d74e08d4ccf531ab30182bd8a62\" tg-width=\"747\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p>As a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.</p>\n<p>On the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in at<i>a negative 4%</i>. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a369e8d30ed6115c1e05ca0b8310f0a\" tg-width=\"516\" tg-height=\"237\"><span>Source: Long-Term Model</span></p>\n<p>Nevertheless, to go from<i>negative 4% to positive +20% in operating margins is a very steep climb</i>. So, investors should be cautious and take this guide with a pinch of salt.</p>\n<p>Moving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.</p>\n<p>This insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:</p>\n<p><img src=\"https://static.tigerbbs.com/6a4e8e1944ecc73a022a5710a3dc07ad\" tg-width=\"640\" tg-height=\"559\" referrerpolicy=\"no-referrer\"></p>\n<p>Revenue Growth Rates: Strong and Stable</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdc3dff42f73ccfdfc3b2b4f9a0eb65a\" tg-width=\"640\" tg-height=\"285\"><span>Source: author's calculations; **company guidance</span></p>\n<p>Next, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.</p>\n<p>Furthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.</p>\n<p>Nonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.</p>\n<p><b>Valuation - Not Cheap</b></p>\n<p>Cloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.</p>\n<p>The obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.</p>\n<p><b>The Bottom Line</b></p>\n<p>Cloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.</p>\n<p>Having said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cloudflare: High-Quality Business, But Not Cheap</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\">\nCloudflare: High-Quality Business, But Not Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 20:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.\nCloudflare's gross margins are very high, reaching the high 70s%.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://seekingalpha.com/article/4436906-cloudflare-high-quality-business-but-not-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170953229","content_text":"Summary\n\nCloudflare is a high-performance CDN. Its paying customers continue to rapidly increase and show no signs of slowing down.\nCloudflare's gross margins are very high, reaching the high 70s%.\nCloudflare is priced at 53x forward sales, making it one of the most expensive SaaS names.\n\nimaginima/E+ via Getty Images\nInvestment Thesis\nCloudflare(NYSE:NET)is Content Delivery Network (''CDN''). As the world continues to rapidly digitize, the demand for high-quality and fast internet networks continues to increase. To this end, it's perhaps no surprise that investors have long ago understood these prospects and reflected this belief into Cloudflare's share price. In fact, Cloudflare is now priced at 53x forward sales making it one of the most expensive SaaS names.\nHaving said that, Cloudflare's growth rates continue to be persistently high and stable. Investors interested in Cloudflare will have to adopt a firm buy-and-hold strategy.\nVoting Machine vs Weighing Machine\nCloudflare is a Content Delivery Network (''CDN''). Its mission is to make the internet secure, faster, and more reliable.\nData by YCharts\nThis time last year, investors were passionately clamoring for Fastly (FSLY). It was viewed by many as a company that could do no wrong. This year, it's a dramatically different setup as the graph above depicts. Fastly has fallen by the wayside, while Cloudflare is now the reigning champion.\nInvestors are voting with their feet to exit Fastly and they are now piling in around Cloudflare.\nAs a value investor, I would normally argue that this is likely to once again revert. Here is a quote from Horace that legendary investor Benjamin Graham's investment philosophy was based on:many shall berestoredthat now are fallen and many shall fall that now are in honor.\nHaving said that, for every snapping one-liner an investor might put out, the real investor's prospects lie in doing the work and attempting to discern the underlying opportunity.\nCloudflare is a High-Quality Business\nCloudflare's non-GAAP gross margins are not only incredibly high, but they are highly stable too.\n\nAs a reminder, this compares with Fastly's60.1%as of Q1 2021. On the surface, this is incredibly alluring and is a typical indicator of a high-quality business.\nOn the other hand, as we look out to Cloudflare's full-year guidance, its non-GAAP operating margins are expected to come in ata negative 4%. Of course, this is a substantial improvement from the negative 8% from 2020 and puts Cloudflare very close to breakeven.\nSource: Long-Term Model\nNevertheless, to go fromnegative 4% to positive +20% in operating margins is a very steep climb. So, investors should be cautious and take this guide with a pinch of salt.\nMoving on, its latest sets of results put Cloudflare's dollar-based net retention at 123%. This is an important metric because it not only shows that the company's customer base is sticky but reminds us that Cloudflare is capable of upselling 23% more services to its customers y/y.\nThis insight, together with the fact that Cloudflare's paying customers continue to increase, should provide investors with confidence that Cloudflare's business is very healthy, as its revenues are increasing by a mixture of increasing customers and higher prices:\n\nRevenue Growth Rates: Strong and Stable\nSource: author's calculations; **company guidance\nNext, we can see above that Cloudflare continues to guide investors for mid-40s% CAGR - at least in the near term.\nFurthermore, knowing how conservative this management is, I suspect that Cloudflare will easily beat these targets and will perhaps even raise its guidance over the coming year.\nNonetheless, we have to keep in mind that we are still discussing a company that's likely to finish 2021 with close to $600 million in revenues. In other words, growing at mid 40s% while the company is at sub $1 billion in revenues, and continuing to grow at mid-40s% at higher than $1 billion in revenues, it's quite a different feat. At some point, size takes a toll.\nValuation - Not Cheap\nCloudflare is priced at 53x forward sales. This implies that optimism towards Cloudflare is incredibly high. Even amongst SaaS names, I believe this is an outlier. I follow many companies in this space and I don't know of any that are priced as richly as this.\nThe obvious comparison here is Fastly which is priced at 18x forward sales. But even amongst the cybersecurity names, a sector that is wildly known for its exuberant valuations the likes of CrowdStrike (CRWD) is priced at 42x sales.\nThe Bottom Line\nCloudflare is remarkably stable and growing at a rapid rate. Its valuation is not cheap at 53x sales, but there again high-quality companies rarely are. Investors intent on taking a position here may consider buying in dips.\nHaving said that, I prefer to stick to companies with more hairs on them and more cheaply valued. Happy investing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132730716,"gmtCreate":1622113852935,"gmtModify":1704179690586,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>Hopefully today will be a good day for Mara!","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>Hopefully today will be a good day for Mara!","text":"$Marathon Digital Holdings Inc(MARA)$Hopefully today will be a good day for Mara!","images":[{"img":"https://static.tigerbbs.com/dd18cd53e92eddf779452cc474370576","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132730716","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9044675968,"gmtCreate":1656756632854,"gmtModify":1676535890180,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Let's go!","listText":"Let's go!","text":"Let's go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044675968","repostId":"2248897596","repostType":4,"repost":{"id":"2248897596","pubTimestamp":1656718142,"share":"https://www.laohu8.com/m/news/2248897596?lang=&edition=full","pubTime":"2022-07-02 07:29","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2248897596","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a proven moneymaking strategy.","content":"<html><head></head><body><p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate <b>Berkshire Hathaway</b> in 1965, the Oracle of Omaha, as he&#39;s come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.</p><p>Even though Buffett isn&#39;t infallible, riding his coattails has been a proven recipe to outperform the benchmark <b>S&amp;P 500</b> for more than a half-century.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p><p>As we push into the second half of what&#39;s been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.</p><h2>Bank of America</h2><p>The first Buffett stock that&#39;s begging to be bought in July is money-center giant <b>Bank of America</b>.</p><p>Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It&#39;s the first time ever that the U.S.&#39;s central bank has aggressively raised interest rates into a plunging stock market.</p><p>Under normal circumstances, we&#39;d expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.</p><p>Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022&#39;s end, we could see a 300-basis-point (or higher) jump in the fed funds rate.</p><p>Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It&#39;s this digital push that&#39;s allowed BofA to consolidate some of its branches to lower its noninterest expenses.</p><p>If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA&#39;s earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street&#39;s forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett&#39;s entire portfolio.</p><h2>Activision Blizzard</h2><p>A second Warren Buffett stock investors can confidently scoop up in July is gaming giant <b>Activision Blizzard</b>.</p><p>Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision&#39;s case, it&#39;s faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.</p><p>To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game <i>Overwatch 2</i> and action role-playing game <i>Diablo IV </i>had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.</p><p>However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company&#39;s litigation should be resolved soon.</p><p>Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of <i>Candy Crush</i>, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.</p><p>Even more important is the fact that <b>Microsoft</b> has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.</p><p>Thus far, it doesn&#39;t appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard&#39;s stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett&#39;s company purchased a roughly 9.5% stake in Activision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfef5e9062efb34674bebd076d991a15\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.</span></p><h2>General Motors</h2><p>A third and final Warren Buffett stock to buy hand over fist in July is automaker <b>General Motors</b>.</p><p>You could say that what can go wrong <i>has</i> gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.</p><p>After many years of waiting on the next big organic growth opportunity for auto stocks, it&#39;s finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.</p><p>For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.</p><p>Initial figures suggest there&#39;s a lot of interest in GM&#39;s EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.</p><p>General Motors also has a real shot to become a key player in China&#39;s EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.</p><p>With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street&#39;s forecast earnings for 2022 and 2023.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in July</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","ATVI":"动视暴雪","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/07/01/3-warren-buffett-stocks-buy-hand-over-fist-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248897596","content_text":"Few investors have a nose for making money quite like billionaire Warren Buffett. Since becoming CEO of conglomerate Berkshire Hathaway in 1965, the Oracle of Omaha, as he's come to be known, has created more than $610 billion in value for shareholders and delivered an aggregate return on his company's Class A shares (BRK.A) of 3,641,613%, through Dec. 31, 2021.Even though Buffett isn't infallible, riding his coattails has been a proven recipe to outperform the benchmark S&P 500 for more than a half-century.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.As we push into the second half of what's been an exceptionally volatile and challenging year for investors, several Berkshire Hathaway holdings stand out as amazing values. The following three Warren Buffett stocks can all be confidently bought hand over fist in July.Bank of AmericaThe first Buffett stock that's begging to be bought in July is money-center giant Bank of America.Usually, bank stocks are an industry to avoid when the broader market is mired in a double-digit decline. However, this time is different. It's the first time ever that the U.S.'s central bank has aggressively raised interest rates into a plunging stock market.Under normal circumstances, we'd expect the Federal Reserve to lower interest rates in order to spur lending and support the U.S. economy and stock market. Doing so lowers the net-interest-income-earning potential for bank stocks like BofA. But with the Fed increasing its fed funds target rate by 150 basis points in just the past three meetings, bank stocks are poised to benefit from a significant uptick in net-interest income.Among big-bank stocks, none is more interest-sensitive than Bank of America. In April, when the company reported its first-quarter operating results, BofA noted it would generate an estimated $5.4 billion in added net-interest income with a 100-basis-point parallel shift in the interest rate yield curve. By 2022's end, we could see a 300-basis-point (or higher) jump in the fed funds rate.Bank of America has also benefited from its consistent investments in technology and digitization. Over a three-year stretch, the number of active digital users has grown by 5 million to 42 million. More importantly, 53% of all first-quarter loan sales were completed online or via mobile app, which is up from 30% in the comparable quarter in 2019. Digital sales are considerably cheaper for the company than in-person or phone-based interactions. It's this digital push that's allowed BofA to consolidate some of its branches to lower its noninterest expenses.If you need one more good reason to sink your teeth into Bank of America, take a closer look at its valuation. Whereas most companies are likely to endure a near-term earnings decline, BofA's earnings per share could grow by close to 20% in 2023. With shares trading close to book value and roughly eight times Wall Street's forecast earnings for the upcoming year, Bank of America just might be the best deal in Buffett's entire portfolio.Activision BlizzardA second Warren Buffett stock investors can confidently scoop up in July is gaming giant Activision Blizzard.Like most tech stocks, Activision has a cloud of uncertainty following it. However, it has its own unique set of concerns beyond just historically high inflation, the rising prospect of a domestic recession, and rising interest rates closing off access to historically cheap capital. In Activision's case, it's faced multiple lawsuits covering allegations of discrimination and sexual harassment in the workplace.To make matters worse, the company delayed the release of a number of key games expected to drive new users into its ecosystem. First-person shooter game Overwatch 2 and action role-playing game Diablo IV had their respective release dates pushed back to the fourth quarter of 2022 and sometime in 2023.However, these snafus have arguably rolled out the red carpet for opportunistic investors. For instance, the company's litigation should be resolved soon.Activision ended March with 372 million monthly active users (MAUs). Although down from the year-ago period, MAUs tied to its King subsidiary, the home of Candy Crush, have held up particularly well. The upcoming releases of key games in the second half of 2022 and into 2023 should reignite MAU growth in the Activision segment.Even more important is the fact that Microsoft has made a $68.7 billion all-cash offer to acquire Activision Blizzard at $95 a share. Aside from becoming even more influential in the gaming space with this deal, Microsoft plans to use Activision as a launching point to further its metaverse ambitions. The metaverse is the next iteration of the internet, which allows connected users to interact with each other and their surroundings in 3D virtual worlds.Thus far, it doesn't appear that Activision and Microsoft have run into snags with U.S. regulators regarding the deal. This is noteworthy given that Activision Blizzard's stock ended last week below $78 a share. If Microsoft closes this deal in 2022, as anticipated, Activision shareholders could nab a quick 22% arbitrage opportunity. This is precisely why Warren Buffett's company purchased a roughly 9.5% stake in Activision.The Wuling Hong Guang Mini Cabrio EV. Image source: General Motors.General MotorsA third and final Warren Buffett stock to buy hand over fist in July is automaker General Motors.You could say that what can go wrong has gone wrong for the auto industry in 2022. Semiconductor chip shortages and COVID-19 lockdowns in select international markets, such as China, have disrupted supply chains. Historically high inflation on the materials used to make vehicles is eating into auto margins. Yet in spite of these headwinds, GM has the drive to make long-term investors richer.After many years of waiting on the next big organic growth opportunity for auto stocks, it's finally arrived. The electrification of automobiles should result in consumers and businesses changing or upgrading vehicles for decades to come.For its part, General Motors has spared no expense. The company anticipates spending an aggregate of $35 billion through 2025 on electric vehicles (EVs), autonomous vehicles, and batteries. It expects to have two fully dedicated battery plants up and running by the end of next year, with a goal of producing at least 1 million EVs annually in North America by 2025. In total, 30 new EVs are expected to be launched globally by the end of 2025.Initial figures suggest there's a lot of interest in GM's EV products. When GM released its first-quarter operating results on April 26, CEO Mary Barra noted in her letter to shareholders that approximately 140,000 retail reservations for the Chevy Silverado EV had already been placed. The Silverado EV was only introduced by Barra in January 2022.General Motors also has a real shot to become a key player in China's EV market. China is the largest auto market in the world. Aside from the fact that GM has an established presence in China -- it delivered 2.9 million vehicles in both 2020 and 2021 -- it and its joint venture partners already have the best-selling EV in the country, the Wuling Hong Guang Mini EV.With an extensive growth opportunity on its doorstep, General Motors is an incredible deal at only five times Wall Street's forecast earnings for 2022 and 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054669229,"gmtCreate":1655383408961,"gmtModify":1676535626904,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh no 😅","listText":"Oh no 😅","text":"Oh no 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054669229","repostId":"1138301646","repostType":4,"repost":{"id":"1138301646","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655380468,"share":"https://www.laohu8.com/m/news/1138301646?lang=&edition=full","pubTime":"2022-06-16 19:54","market":"us","language":"en","title":"Pre-Bell｜Dow Futures Tumbled Over 500 Points; Tesla Slid Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138301646","media":"Tiger Newspress","summary":"U.S. stock index futures were under pressure Thursday, putting the major averages to give up the sol","content":"<html><head></head><body><p>U.S. stock index futures were under pressure Thursday, putting the major averages to give up the solid gains made in the previous session.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 527 points, or 1.72%, S&amp;P 500 e-minis were down 81.5 points, or 2.15%, and Nasdaq 100 e-minis were down 301.75 points, or 2.59%.</p><p><img src=\"https://static.tigerbbs.com/c50dd43fbbaa701de68f242b4406e05f\" tg-width=\"312\" tg-height=\"126\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/JBL\">Jabil Circuit</a></b> – The contract electronics manufacturer saw its stock rise 1.2% in premarket trading after beating top and bottom-line estimates for its latest quarter. Jabil earned an adjusted $1.72 per share, 10 cents above estimates, and said it continued to see solid demand from its customers.</p><p><b><a href=\"https://laohu8.com/S/CMC\">Commercial Metals</a></b> – The metal products manufacturer reported an adjusted quarterly profit of $2.61 per share, beating the $2.02 consensus estimate, and revenue also topped Wall Street forecasts. Commercial Metals also said it was anticipating upbeat financial performance for the current quarter amid a strong construction market. The stock rallied 4.6% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> – Tesla fell 3.8% in premarket trading after Reuters reported that Tesla has increased prices on its U.S. models amid a jump in the price of raw materials and supply chain snags.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> – Twitter gained 2.3% in premarket action following a Wall Street Journal report that Elon Musk will reiterate his desire to own Twitter at an all-hands meeting today. Musk has threatened to pull out of his Twitter buyout deal, accusing the company of withholding information on spam accounts.</p><p><b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b> – The media company’s stock slid 4% in the premarket after J.P. Morgan rated the stock “neutral,” citing a macroeconomic environment that could impact ad spending.</p><p><b><a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a></b> – The maker of semiconductors and electronics equipment said it expected an adjusted current-quarter profit of $4.93 to $6.03 per share, compared with the $5.50 consensus estimate. It also announced a $6 billion share repurchase program and a 24% dividend hike ahead of its 2022 Investor Day.</p><p><b><a href=\"https://laohu8.com/S/REV\">Revlon</a></b> – Revlon filed for Chapter 11 bankruptcy protection as the cosmetics maker deals with a debt load of roughly $3.3 billion. Shares slid 4.4% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b> – Amazon said its annual “Prime Day” shopping event would be held from July 12 to 13. Last year’s “Prime Day” event generated an estimated $3.5 billion in sales. Amazon fell 2.8% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a></b> – Abbott said it was halting production of its EleCare specialty baby formula at its Sturgis, Michigan plant after severe storms flooded areas of the plant. Abbott said the flooding would likely delay production and distribution for a few weeks, and its stock fell 2% in the premarket.</p><p><b>Market News</b></p><p>Elon Musk on Wednesday appealed a judge&#39;s refusal to end his 2018 agreement with the U.S. Securities and Exchange Commission requiring a Tesla Inc lawyer to vet some of his posts on <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>.</p><p><b><a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a></b> Chief Executive Officer Daniel Ek informed the staff via email on Wednesday that the audio streaming company would reduce its hiring by 25%, according to a source familiar with the contents of the email. Ek said Spotify would continue hiring, though it would slow the pace &#34;and be a bit more prudent&#34; of over the next few quarters.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month. The price hike comes as costs of raw materials have surged, including aluminium that is used in cars.</p><p>The European Union&#39;s second-highest court scrapped a EUR997 million ($1.04 billion) fine that the bloc&#39;s antitrust regulator had levied on <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b>  over payments it made to Apple Inc. for the iPhone maker&#39;s exclusive use of Qualcomm chips.</p><p>Health experts advising U.S. health regulators backed giving Covid-19 vaccines from <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> and from <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b> to children as young as 6 months old. The panel voted 21 to 0 in a pair of votes on Wednesday in support of expanding access to the vaccines.</p><p>Top executives of <b><a href=\"https://laohu8.com/S/GM\">General Motors</a></b> and <b><a href=\"https://laohu8.com/S/F\">Ford</a></b> said on Wednesday U.S. consumer demand for cars and trucks remains strong, despite rising interest rates and record-high gas prices.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> has pushed back its original itinerary of moving around 2,000 workers at its Parks, Experience, and Product division to its new campus in the Orlando community of Lake Nona, from the end of this year to 2026, the Hollywood Reporter reported, citing a Disney spokesperson&#39;s statement.</p><p>Toshiba, <b><a href=\"https://laohu8.com/S/SONY\">Sony</a></b> and Samsung Electronics on Thursday lost their court fight against an EU cartel fine levied seven years ago for colluding in procurement tenders for optical disc drives.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nPre-Bell｜Dow Futures Tumbled Over 500 Points; Tesla Slid Nearly 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-16 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures were under pressure Thursday, putting the major averages to give up the solid gains made in the previous session.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 527 points, or 1.72%, S&amp;P 500 e-minis were down 81.5 points, or 2.15%, and Nasdaq 100 e-minis were down 301.75 points, or 2.59%.</p><p><img src=\"https://static.tigerbbs.com/c50dd43fbbaa701de68f242b4406e05f\" tg-width=\"312\" tg-height=\"126\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/JBL\">Jabil Circuit</a></b> – The contract electronics manufacturer saw its stock rise 1.2% in premarket trading after beating top and bottom-line estimates for its latest quarter. Jabil earned an adjusted $1.72 per share, 10 cents above estimates, and said it continued to see solid demand from its customers.</p><p><b><a href=\"https://laohu8.com/S/CMC\">Commercial Metals</a></b> – The metal products manufacturer reported an adjusted quarterly profit of $2.61 per share, beating the $2.02 consensus estimate, and revenue also topped Wall Street forecasts. Commercial Metals also said it was anticipating upbeat financial performance for the current quarter amid a strong construction market. The stock rallied 4.6% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> – Tesla fell 3.8% in premarket trading after Reuters reported that Tesla has increased prices on its U.S. models amid a jump in the price of raw materials and supply chain snags.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> – Twitter gained 2.3% in premarket action following a Wall Street Journal report that Elon Musk will reiterate his desire to own Twitter at an all-hands meeting today. Musk has threatened to pull out of his Twitter buyout deal, accusing the company of withholding information on spam accounts.</p><p><b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b> – The media company’s stock slid 4% in the premarket after J.P. Morgan rated the stock “neutral,” citing a macroeconomic environment that could impact ad spending.</p><p><b><a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a></b> – The maker of semiconductors and electronics equipment said it expected an adjusted current-quarter profit of $4.93 to $6.03 per share, compared with the $5.50 consensus estimate. It also announced a $6 billion share repurchase program and a 24% dividend hike ahead of its 2022 Investor Day.</p><p><b><a href=\"https://laohu8.com/S/REV\">Revlon</a></b> – Revlon filed for Chapter 11 bankruptcy protection as the cosmetics maker deals with a debt load of roughly $3.3 billion. Shares slid 4.4% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a></b> – Amazon said its annual “Prime Day” shopping event would be held from July 12 to 13. Last year’s “Prime Day” event generated an estimated $3.5 billion in sales. Amazon fell 2.8% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a></b> – Abbott said it was halting production of its EleCare specialty baby formula at its Sturgis, Michigan plant after severe storms flooded areas of the plant. Abbott said the flooding would likely delay production and distribution for a few weeks, and its stock fell 2% in the premarket.</p><p><b>Market News</b></p><p>Elon Musk on Wednesday appealed a judge&#39;s refusal to end his 2018 agreement with the U.S. Securities and Exchange Commission requiring a Tesla Inc lawyer to vet some of his posts on <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>.</p><p><b><a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a></b> Chief Executive Officer Daniel Ek informed the staff via email on Wednesday that the audio streaming company would reduce its hiring by 25%, according to a source familiar with the contents of the email. Ek said Spotify would continue hiring, though it would slow the pace &#34;and be a bit more prudent&#34; of over the next few quarters.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month. The price hike comes as costs of raw materials have surged, including aluminium that is used in cars.</p><p>The European Union&#39;s second-highest court scrapped a EUR997 million ($1.04 billion) fine that the bloc&#39;s antitrust regulator had levied on <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b>  over payments it made to Apple Inc. for the iPhone maker&#39;s exclusive use of Qualcomm chips.</p><p>Health experts advising U.S. health regulators backed giving Covid-19 vaccines from <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> and from <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b> to children as young as 6 months old. The panel voted 21 to 0 in a pair of votes on Wednesday in support of expanding access to the vaccines.</p><p>Top executives of <b><a href=\"https://laohu8.com/S/GM\">General Motors</a></b> and <b><a href=\"https://laohu8.com/S/F\">Ford</a></b> said on Wednesday U.S. consumer demand for cars and trucks remains strong, despite rising interest rates and record-high gas prices.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> has pushed back its original itinerary of moving around 2,000 workers at its Parks, Experience, and Product division to its new campus in the Orlando community of Lake Nona, from the end of this year to 2026, the Hollywood Reporter reported, citing a Disney spokesperson&#39;s statement.</p><p>Toshiba, <b><a href=\"https://laohu8.com/S/SONY\">Sony</a></b> and Samsung Electronics on Thursday lost their court fight against an EU cartel fine levied seven years ago for colluding in procurement tenders for optical disc drives.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138301646","content_text":"U.S. stock index futures were under pressure Thursday, putting the major averages to give up the solid gains made in the previous session.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 527 points, or 1.72%, S&P 500 e-minis were down 81.5 points, or 2.15%, and Nasdaq 100 e-minis were down 301.75 points, or 2.59%.Pre-Market MoversJabil Circuit – The contract electronics manufacturer saw its stock rise 1.2% in premarket trading after beating top and bottom-line estimates for its latest quarter. Jabil earned an adjusted $1.72 per share, 10 cents above estimates, and said it continued to see solid demand from its customers.Commercial Metals – The metal products manufacturer reported an adjusted quarterly profit of $2.61 per share, beating the $2.02 consensus estimate, and revenue also topped Wall Street forecasts. Commercial Metals also said it was anticipating upbeat financial performance for the current quarter amid a strong construction market. The stock rallied 4.6% in the premarket.Tesla Motors – Tesla fell 3.8% in premarket trading after Reuters reported that Tesla has increased prices on its U.S. models amid a jump in the price of raw materials and supply chain snags.Twitter – Twitter gained 2.3% in premarket action following a Wall Street Journal report that Elon Musk will reiterate his desire to own Twitter at an all-hands meeting today. Musk has threatened to pull out of his Twitter buyout deal, accusing the company of withholding information on spam accounts.Warner Bros. Discovery – The media company’s stock slid 4% in the premarket after J.P. Morgan rated the stock “neutral,” citing a macroeconomic environment that could impact ad spending.KLA-Tencor – The maker of semiconductors and electronics equipment said it expected an adjusted current-quarter profit of $4.93 to $6.03 per share, compared with the $5.50 consensus estimate. It also announced a $6 billion share repurchase program and a 24% dividend hike ahead of its 2022 Investor Day.Revlon – Revlon filed for Chapter 11 bankruptcy protection as the cosmetics maker deals with a debt load of roughly $3.3 billion. Shares slid 4.4% in the premarket.Amazon.com – Amazon said its annual “Prime Day” shopping event would be held from July 12 to 13. Last year’s “Prime Day” event generated an estimated $3.5 billion in sales. Amazon fell 2.8% in premarket trading.Abbott Laboratories – Abbott said it was halting production of its EleCare specialty baby formula at its Sturgis, Michigan plant after severe storms flooded areas of the plant. Abbott said the flooding would likely delay production and distribution for a few weeks, and its stock fell 2% in the premarket.Market NewsElon Musk on Wednesday appealed a judge's refusal to end his 2018 agreement with the U.S. Securities and Exchange Commission requiring a Tesla Inc lawyer to vet some of his posts on Twitter.Spotify Technology S.A. Chief Executive Officer Daniel Ek informed the staff via email on Wednesday that the audio streaming company would reduce its hiring by 25%, according to a source familiar with the contents of the email. Ek said Spotify would continue hiring, though it would slow the pace \"and be a bit more prudent\" of over the next few quarters.Tesla Motors increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month. The price hike comes as costs of raw materials have surged, including aluminium that is used in cars.The European Union's second-highest court scrapped a EUR997 million ($1.04 billion) fine that the bloc's antitrust regulator had levied on Qualcomm  over payments it made to Apple Inc. for the iPhone maker's exclusive use of Qualcomm chips.Health experts advising U.S. health regulators backed giving Covid-19 vaccines from Pfizer and BioNTech SE and from Moderna, Inc. to children as young as 6 months old. The panel voted 21 to 0 in a pair of votes on Wednesday in support of expanding access to the vaccines.Top executives of General Motors and Ford said on Wednesday U.S. consumer demand for cars and trucks remains strong, despite rising interest rates and record-high gas prices.Walt Disney has pushed back its original itinerary of moving around 2,000 workers at its Parks, Experience, and Product division to its new campus in the Orlando community of Lake Nona, from the end of this year to 2026, the Hollywood Reporter reported, citing a Disney spokesperson's statement.Toshiba, Sony and Samsung Electronics on Thursday lost their court fight against an EU cartel fine levied seven years ago for colluding in procurement tenders for optical disc drives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028064267,"gmtCreate":1653120212759,"gmtModify":1676535228001,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes they should","listText":"Yes they should","text":"Yes they should","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028064267","repostId":"2236012808","repostType":4,"repost":{"id":"2236012808","pubTimestamp":1653089869,"share":"https://www.laohu8.com/m/news/2236012808?lang=&edition=full","pubTime":"2022-05-21 07:37","market":"us","language":"en","title":"It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236012808","media":"Motley Fool","summary":"As the broader market continues to fall, some investors may view the EV leader's stock slump as a buying opportunity. Are they right?","content":"<html><head></head><body><p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut <b>Tesla</b> have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed&#39;s consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.</p><p>Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk&#39;s move to potentially acquire <b>Twitter</b> certainly hasn&#39;t aided the company&#39;s case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.</p><p>But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb47944e9c0966d2182e999d9a81cba\"/><span>Image source: Getty Images.</span></p><h2>Fundamentals aren&#39;t the problem</h2><p>In a quarter when investors weren&#39;t sure what to expect due to COVID-19-related shutdowns at Tesla&#39;s Shanghai factory, the EV leader delivered, and it delivered big. The company&#39;s $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.</p><p>To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management&#39;s guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.</p><p>Amid such incredible growth, the company&#39;s balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the &#34;cash is king&#34; mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.</p><h2>Tesla&#39;s valuation is still high</h2><p>Even without context, though, Tesla&#39;s valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.</p><p>Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors <b>General Motors </b>(GM 0.81%), <b>Ford</b> (F 0.55%), and <b>Toyota </b>(TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it&#39;s rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4664e23d164238b9ae09f5957b8e89b9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><h2>Should investors buy the stock now?</h2><p>Tesla&#39;s pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company&#39;s valuation isn&#39;t exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there&#39;s surely a chance it&#39;ll continue on a downward path in the periods ahead.</p><p>While it&#39;s a fantastic company and a sure winner in the EV space, I don&#39;t suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236012808","content_text":"After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed's consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk's move to potentially acquire Twitter certainly hasn't aided the company's case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?Image source: Getty Images.Fundamentals aren't the problemIn a quarter when investors weren't sure what to expect due to COVID-19-related shutdowns at Tesla's Shanghai factory, the EV leader delivered, and it delivered big. The company's $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management's guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.Amid such incredible growth, the company's balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the \"cash is king\" mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.Tesla's valuation is still highEven without context, though, Tesla's valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors General Motors (GM 0.81%), Ford (F 0.55%), and Toyota (TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it's rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.TSLA PE Ratio data by YChartsShould investors buy the stock now?Tesla's pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company's valuation isn't exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there's surely a chance it'll continue on a downward path in the periods ahead.While it's a fantastic company and a sure winner in the EV space, I don't suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063348053,"gmtCreate":1651415795070,"gmtModify":1676534903242,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063348053","repostId":"2231688225","repostType":4,"repost":{"id":"2231688225","pubTimestamp":1651373092,"share":"https://www.laohu8.com/m/news/2231688225?lang=&edition=full","pubTime":"2022-05-01 10:44","market":"us","language":"en","title":"2 Stocks That Can Thrive During Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2231688225","media":"Motley Fool","summary":"These companies have done well despite inflation, and both have the power to keep pushing higher.","content":"<html><head></head><body><p>The U.S. Bureau of Labor Statistics measures the change in price for a basket of goods that the average urban American might buy. This is called the Consumer Price Index (CPI), which gives rough estimates as to what inflation is every month. For March, the Bureau reported that the CPI rose 8.5% year over year, signifying that there is roughly 8.5% inflation in the U.S. economy today.</p><p>While this way of estimating inflation might not be the end-all and be-all, it still gives consumers and investors a look behind the curtain on rising prices and inflation. With such a high number, it is becoming clear that inflation could be around for a while.</p><p>In that case, investors might want to add some stocks that will not only survive during these times but thrive. This is why I think these two inflation-beating companies, <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill </a> and <a href=\"https://laohu8.com/S/WM\">Waste Management </a>, are worth buying right now.</p><h2>1. <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a></h2><p>Almost everyone knows about Chipotle&#39;s great-tasting burritos and bowls. It would be surprising if there <i>wasn&#39;t </i>a restaurant close to you if you live in the U.S. The company has over 3,000 restaurants in the U.S., Canada, Germany, France, and the U.K.</p><p>Aside from its great-tasting menu, there are other aspects of the business that stand out, the first being its focus on digital ordering. While it might seem small, ordering digitally is much more efficient for stores and can result in much better profitability. After all, if nobody needs to cash you out, take your order, or ask you other questions about what you would like in your burrito, the ordering process is much cheaper and faster.</p><p>For these reasons, the company is pushing forward the rise of digital ordering. Digital sales represented 42% of food revenue in the first quarter, and out of the 51 stores it opened this quarter, 42 of them had Chipotlanes -- drive-thru lanes for those who order online.</p><p>Offering rewards through the app also reinforces customer loyalty. This has been one of the ways Chipotle has built its robust brand name. How has the company used this brand name to thrive during inflation? It raised prices to push those inflationary costs onto consumers. At the end of Q1, the company raised prices by 4%. This was on top of another price hike the company enacted in December, which demonstrates the company&#39;s ability to raise prices when needed.</p><p>As a result of these price hikes, Chipotle was able to keep its financial picture strong. Despite input costs jumping year over year, the company reported a restaurant-level operating margin of 20.7% in Q1  and generated tons of cash. Its net income was $158 million and it generated $187 million in free cash flow in Q1.</p><p>If inflation continues to rise or stagnate, Chipotle&#39;s management is prepared as well. The company noted that while it doesn&#39;t want to, it has the power to continue increasing prices for consumers. While the company won&#39;t be able to raise prices forever, this shows just how durable Chipotle&#39;s brand name is. Because of this unique ability to thrive during inflation, I think Chipotle should be a bellwether in your portfolio.</p><h2>2. <a href=\"https://laohu8.com/S/WM\">Waste Management</a></h2><p>Although Waste Management&#39;s brand reputation might not be as strong to most Americans as Chipotle&#39;s, the company still has incredible brand power that has pushed it through these tough times. Waste Management is the leader in the U.S. trash market with 29% of all the country&#39;s landfill volume.</p><p>Unfortunately, trash isn&#39;t immune to inflation. The company&#39;s overall collection and disposal expenses jumped due to growing inflation in the U.S. That being said, the company enacted price increases over the past year, which helped them maneuver the inflationary environment.</p><p>This helped the top line grow over 13% while net income jumped 22% year over year in Q1. The company&#39;s free cash flow dragged slightly from $850 million in the year-ago period to $840 million in Q1 2022, but this was for good reason. Waste Management spent $47 million on sustainability investments in its renewable energy and recycling operations. The company plans on investing $550 million in 2022 as a whole in these sustainability initiatives, so free cash flow will likely continue to stagnate this year.</p><p>However, these investments are good for the long term. The company&#39;s focus on sustainability shows management&#39;s forward thinking, which could allow it to thrive in the coming years and decades. Waste Management holds a lot of keys: It is a powerful top dog with an eye on the future and decent pricing power. This position could allow investors to see impressive returns over the long term -- and while shares are expensive at 39.5 times earnings, I think Waste Management is a worthy investment today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks That Can Thrive During Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks That Can Thrive During Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-01 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/30/2-stocks-that-can-thrive-during-inflation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. Bureau of Labor Statistics measures the change in price for a basket of goods that the average urban American might buy. This is called the Consumer Price Index (CPI), which gives rough ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/30/2-stocks-that-can-thrive-during-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤","WM":"美国废物管理"},"source_url":"https://www.fool.com/investing/2022/04/30/2-stocks-that-can-thrive-during-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231688225","content_text":"The U.S. Bureau of Labor Statistics measures the change in price for a basket of goods that the average urban American might buy. This is called the Consumer Price Index (CPI), which gives rough estimates as to what inflation is every month. For March, the Bureau reported that the CPI rose 8.5% year over year, signifying that there is roughly 8.5% inflation in the U.S. economy today.While this way of estimating inflation might not be the end-all and be-all, it still gives consumers and investors a look behind the curtain on rising prices and inflation. With such a high number, it is becoming clear that inflation could be around for a while.In that case, investors might want to add some stocks that will not only survive during these times but thrive. This is why I think these two inflation-beating companies, Chipotle Mexican Grill  and Waste Management , are worth buying right now.1. Chipotle Mexican GrillAlmost everyone knows about Chipotle's great-tasting burritos and bowls. It would be surprising if there wasn't a restaurant close to you if you live in the U.S. The company has over 3,000 restaurants in the U.S., Canada, Germany, France, and the U.K.Aside from its great-tasting menu, there are other aspects of the business that stand out, the first being its focus on digital ordering. While it might seem small, ordering digitally is much more efficient for stores and can result in much better profitability. After all, if nobody needs to cash you out, take your order, or ask you other questions about what you would like in your burrito, the ordering process is much cheaper and faster.For these reasons, the company is pushing forward the rise of digital ordering. Digital sales represented 42% of food revenue in the first quarter, and out of the 51 stores it opened this quarter, 42 of them had Chipotlanes -- drive-thru lanes for those who order online.Offering rewards through the app also reinforces customer loyalty. This has been one of the ways Chipotle has built its robust brand name. How has the company used this brand name to thrive during inflation? It raised prices to push those inflationary costs onto consumers. At the end of Q1, the company raised prices by 4%. This was on top of another price hike the company enacted in December, which demonstrates the company's ability to raise prices when needed.As a result of these price hikes, Chipotle was able to keep its financial picture strong. Despite input costs jumping year over year, the company reported a restaurant-level operating margin of 20.7% in Q1  and generated tons of cash. Its net income was $158 million and it generated $187 million in free cash flow in Q1.If inflation continues to rise or stagnate, Chipotle's management is prepared as well. The company noted that while it doesn't want to, it has the power to continue increasing prices for consumers. While the company won't be able to raise prices forever, this shows just how durable Chipotle's brand name is. Because of this unique ability to thrive during inflation, I think Chipotle should be a bellwether in your portfolio.2. Waste ManagementAlthough Waste Management's brand reputation might not be as strong to most Americans as Chipotle's, the company still has incredible brand power that has pushed it through these tough times. Waste Management is the leader in the U.S. trash market with 29% of all the country's landfill volume.Unfortunately, trash isn't immune to inflation. The company's overall collection and disposal expenses jumped due to growing inflation in the U.S. That being said, the company enacted price increases over the past year, which helped them maneuver the inflationary environment.This helped the top line grow over 13% while net income jumped 22% year over year in Q1. The company's free cash flow dragged slightly from $850 million in the year-ago period to $840 million in Q1 2022, but this was for good reason. Waste Management spent $47 million on sustainability investments in its renewable energy and recycling operations. The company plans on investing $550 million in 2022 as a whole in these sustainability initiatives, so free cash flow will likely continue to stagnate this year.However, these investments are good for the long term. The company's focus on sustainability shows management's forward thinking, which could allow it to thrive in the coming years and decades. Waste Management holds a lot of keys: It is a powerful top dog with an eye on the future and decent pricing power. This position could allow investors to see impressive returns over the long term -- and while shares are expensive at 39.5 times earnings, I think Waste Management is a worthy investment today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082428796,"gmtCreate":1650593202349,"gmtModify":1676534760325,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082428796","repostId":"1169473599","repostType":4,"repost":{"id":"1169473599","pubTimestamp":1650591757,"share":"https://www.laohu8.com/m/news/1169473599?lang=&edition=full","pubTime":"2022-04-22 09:42","market":"us","language":"en","title":"Dear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30","url":"https://stock-news.laohu8.com/highlight/detail?id=1169473599","media":"InvestorPlace","summary":"Calpers is in favor of replacing Berkshire Hathaway chair Warren Buffett","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> (NYSE:<b><u>BRK-A</u></b>, NYSE:<b><u>BRK-B</u></b>) is in the spotlight today as a management shakeup may be at play. Currently, shares of Berkshire Hathaway stock are up 14% year-to-date (YTD). That massively outperforms the <b>S&amp;P 500’s</b> YTD loss of more than 7%.</p><p>Recently, the California Public Employees’ Retirement System, or Calpers, stated that it was in favor of replacing Warren Buffett’s position as Chair of Berkshire Hathaway. Calpers is a significant shareholder of the company, owning a $2.3 billion stake.</p><p>This idea was originally posed by the National Legal and Policy Center (NLPC), which says the chair should be independent from management. The NLPC explained, “Having the same person hold both roles weakens corporate governance.” The NLPC has also filed similar proposals to five other companies, including <b>Home Depot</b> (NYSE:<b><u>HD</u></b>) and <b>Goldman Sachs</b> (NYSE:<b><u>GS</u></b>).</p><p>Buffett is currently both the CEO and Chairman of Berkshire Hathaway. However, Buffett alone has a 32% voting interest and a 16% equity interest in the company. As such, the proposal “likely faces long odds.”</p><p><b>Berkshire Hathaway Stock: Buffett Could Be Ousted as Chair</b></p><p>This proposal will be considered at Berkshire’s annual meeting on April 30. Meanwhile, Berkshire’s board has responded, saying it’s against the measure. The board argues Buffett should serve as Chair until retirement. When that happens, the board then plans to bring on someone not already a part of Berkshire management. Specifically, Howard Buffett — Warren Buffett’s son — is slated to become non-executive chair after his father retires. Vice Chairman Greg Abel is also expected to become CEO. As<i>Reuters</i>notes, “Shareholder proposals that Berkshire opposes are generally defeated by large or overwhelming margins.”</p><p>That’s not all, however. In addition to the new Chair proposal, Calpers has also co-sponsored another proposal asking for more information on how Berkshire manages climate risks. Pension funds in New Jersey and Quebec are in favor of the proposal. Calpers claims the “company’s existing disclosures are insufficient” and plans on withholding votes for board members Susan Decker and Meryl Whitmer in response.</p><p>This isn’t the first time that Calpers has butted heads with Warren Buffett. In 2004, it argued against the legendary investor’s election to <b>Coca-Cola’s</b> (NYSE:<b><u>KO</u></b>) board. That opposition was unsuccessful, although Buffett eventually stepped down from the board in 2006.</p><p>Right now, Berkshire Hathaway stock is down about 1% for the day.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30</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\">\nDear Berkshire Hathaway Stock Fans, Mark Your Calendars for a Huge Catalyst on April 30\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/dear-berkshire-hathaway-stock-fans-mark-your-calendars-for-a-huge-catalyst-on-april-30/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) is in the spotlight today as a management shakeup may be at play. Currently, shares of Berkshire Hathaway stock are up 14% year-to-date (YTD). That ...</p>\n\n<a href=\"https://investorplace.com/2022/04/dear-berkshire-hathaway-stock-fans-mark-your-calendars-for-a-huge-catalyst-on-april-30/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://investorplace.com/2022/04/dear-berkshire-hathaway-stock-fans-mark-your-calendars-for-a-huge-catalyst-on-april-30/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169473599","content_text":"Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B) is in the spotlight today as a management shakeup may be at play. Currently, shares of Berkshire Hathaway stock are up 14% year-to-date (YTD). That massively outperforms the S&P 500’s YTD loss of more than 7%.Recently, the California Public Employees’ Retirement System, or Calpers, stated that it was in favor of replacing Warren Buffett’s position as Chair of Berkshire Hathaway. Calpers is a significant shareholder of the company, owning a $2.3 billion stake.This idea was originally posed by the National Legal and Policy Center (NLPC), which says the chair should be independent from management. The NLPC explained, “Having the same person hold both roles weakens corporate governance.” The NLPC has also filed similar proposals to five other companies, including Home Depot (NYSE:HD) and Goldman Sachs (NYSE:GS).Buffett is currently both the CEO and Chairman of Berkshire Hathaway. However, Buffett alone has a 32% voting interest and a 16% equity interest in the company. As such, the proposal “likely faces long odds.”Berkshire Hathaway Stock: Buffett Could Be Ousted as ChairThis proposal will be considered at Berkshire’s annual meeting on April 30. Meanwhile, Berkshire’s board has responded, saying it’s against the measure. The board argues Buffett should serve as Chair until retirement. When that happens, the board then plans to bring on someone not already a part of Berkshire management. Specifically, Howard Buffett — Warren Buffett’s son — is slated to become non-executive chair after his father retires. Vice Chairman Greg Abel is also expected to become CEO. AsReutersnotes, “Shareholder proposals that Berkshire opposes are generally defeated by large or overwhelming margins.”That’s not all, however. In addition to the new Chair proposal, Calpers has also co-sponsored another proposal asking for more information on how Berkshire manages climate risks. Pension funds in New Jersey and Quebec are in favor of the proposal. Calpers claims the “company’s existing disclosures are insufficient” and plans on withholding votes for board members Susan Decker and Meryl Whitmer in response.This isn’t the first time that Calpers has butted heads with Warren Buffett. In 2004, it argued against the legendary investor’s election to Coca-Cola’s (NYSE:KO) board. That opposition was unsuccessful, although Buffett eventually stepped down from the board in 2006.Right now, Berkshire Hathaway stock is down about 1% for the day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083005121,"gmtCreate":1650040101249,"gmtModify":1676534634835,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083005121","repostId":"1177672330","repostType":4,"repost":{"id":"1177672330","pubTimestamp":1650037214,"share":"https://www.laohu8.com/m/news/1177672330?lang=&edition=full","pubTime":"2022-04-15 23:40","market":"us","language":"en","title":"3 Undervalued S&P 500 Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1177672330","media":"marketbeat","summary":"These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investi","content":"<html><head></head><body><p>These 3 S&amp;P Stocks Could Be Bargains</p><p>One of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right opportunities in the market at the right time is easier said than done. That’s particularly true with all of the volatility and market-moving headlines that have been occurring thus far in 2022. With many companies being completely re-priced thanks to factors like rising interest rates, finding undervalued stocks that you can feel comfortable holding over the long term can be a real challenge.</p><p>With that said, there are always some attractive deals to be found in the market if you know where to look. A good starting place is the S&amp;P 500 index, which tracks the performance of 500 large companies listed on stock exchanges in the United States and contains some of the biggest businesses in the world. While not all companies in the index are worthy of your hard-earned capital, a few names stand out as potentially great buys at this time. That’s why we’ve put together the following list of 3 undervalued S&amp;P 500 stocks to buy now.</p><p>Let’s take a further look below.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></p><p>After several quarters of outperformance, semiconductor stocks like Qualcomm have fallen from grace in recent months. Seeing semi stocks get hammered is certainly not a good look for the overall market, as many investors consider this group to be the heartbeat of the tech sector. With that said, long-term investors that are interested in high-quality S&amp;P 500 stocks at reasonable valuations should be very interested in Qualcomm at this time. It’s a company that develops and licenses wireless technology and designs chips for smartphones, which means investors get exposure to some of the most exciting trends in tech.</p><p>Whether it’s the Internet of Things, smartphones, or cloud-connected automotive platforms, it’s safe to say that this company is a true innovator. Qualcomm also stands out given how it receives royalty revenue on most of the 3G, 4G, and 5G handsets that are sold today, which means its earnings could continue to grow as more people use smartphones around the world. The company posted Q1 sales of $10.7 billion, up 30% year-over-year, and trades at a reasonable 15.51 P/E ratio at this time, making it a great option for investors that are interested in exposure to tech.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></p><p>Another potentially undervalued area of the S&amp;P 500 index to look at is the financial sector, which has been facing heavy selling pressure in recent weeks. Goldman Sachs is without a doubt one of the strongest companies to consider in the sector, and with a P/E ratio of 5.4 at this time, shares could be a bargain. It’s a leading investment banking, securities, and investment management firm that offers a variety of services to corporations, financial institutions, governments, and high-net-worth individuals.</p><p>The company posted a big year in 2021, which included record net revenues of $59.34 billion, record net earnings of $21.64 billion, and record diluted EPS of $59.45. These numbers speak volumes about the quality of the Goldman Sachs brand and how strong its business model is, and the market share gains the company made last year should lead to continued success. There’s also a lot to like about the 2.49% dividend yield here, which is perfect for income investors. Keep an eye out on how investors react to the company’s Q1 earnings report when it is announced on April 14th.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a></p><p>Investors might have gotten a bit ahead of themselves in bidding up shares of Home Depot to the $400&#39;s at the end of 2021, but with the stock pulling back over 26% year-to-date it could be a great buy-the-dip candidate. Shares are now trading at a discount to the S&amp;P 500 with a 19.77 P/E ratio, and investors that have been interested in adding exposure to the world’s largest home improvement might want to start building a position. Home Depot stands out as a great company for several reasons, including its massive scale that makes it easier to bargain with vendors, a firm commitment to returning capital to shareholders, and loyal customers thanks to low prices.</p><p>There’s also a lot to like about how home improvement retailers don’t have to worry about a lot of competition in the e-commerce space, as most homeowners want to buy their goods in person and be able to ask specific questions to employees. Home Depot also reported Q4 EPS of $3.21, up 21% year-over-year, and boosted its dividend by 15%, which are both additional reasons to consider adding shares. Keep in mind that the company faces tough comparisons to last year’s earnings, but that shouldn’t hold you back from owning shares of this fantastic blue-chip stock after the recent selloff.</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>3 Undervalued S&P 500 Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Undervalued S&P 500 Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/><strong>marketbeat</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right ...</p>\n\n<a href=\"https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","HD":"家得宝","GS":"高盛"},"source_url":"https://www.marketbeat.com/originals/3-undervalued-s-and-p-500-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177672330","content_text":"These 3 S&P Stocks Could Be BargainsOne of the most common pieces of advice when it comes to investing is to “buy low and sell high”. While this definitely sounds good on paper, finding the right opportunities in the market at the right time is easier said than done. That’s particularly true with all of the volatility and market-moving headlines that have been occurring thus far in 2022. With many companies being completely re-priced thanks to factors like rising interest rates, finding undervalued stocks that you can feel comfortable holding over the long term can be a real challenge.With that said, there are always some attractive deals to be found in the market if you know where to look. A good starting place is the S&P 500 index, which tracks the performance of 500 large companies listed on stock exchanges in the United States and contains some of the biggest businesses in the world. While not all companies in the index are worthy of your hard-earned capital, a few names stand out as potentially great buys at this time. That’s why we’ve put together the following list of 3 undervalued S&P 500 stocks to buy now.Let’s take a further look below.QualcommAfter several quarters of outperformance, semiconductor stocks like Qualcomm have fallen from grace in recent months. Seeing semi stocks get hammered is certainly not a good look for the overall market, as many investors consider this group to be the heartbeat of the tech sector. With that said, long-term investors that are interested in high-quality S&P 500 stocks at reasonable valuations should be very interested in Qualcomm at this time. It’s a company that develops and licenses wireless technology and designs chips for smartphones, which means investors get exposure to some of the most exciting trends in tech.Whether it’s the Internet of Things, smartphones, or cloud-connected automotive platforms, it’s safe to say that this company is a true innovator. Qualcomm also stands out given how it receives royalty revenue on most of the 3G, 4G, and 5G handsets that are sold today, which means its earnings could continue to grow as more people use smartphones around the world. The company posted Q1 sales of $10.7 billion, up 30% year-over-year, and trades at a reasonable 15.51 P/E ratio at this time, making it a great option for investors that are interested in exposure to tech.Goldman SachsAnother potentially undervalued area of the S&P 500 index to look at is the financial sector, which has been facing heavy selling pressure in recent weeks. Goldman Sachs is without a doubt one of the strongest companies to consider in the sector, and with a P/E ratio of 5.4 at this time, shares could be a bargain. It’s a leading investment banking, securities, and investment management firm that offers a variety of services to corporations, financial institutions, governments, and high-net-worth individuals.The company posted a big year in 2021, which included record net revenues of $59.34 billion, record net earnings of $21.64 billion, and record diluted EPS of $59.45. These numbers speak volumes about the quality of the Goldman Sachs brand and how strong its business model is, and the market share gains the company made last year should lead to continued success. There’s also a lot to like about the 2.49% dividend yield here, which is perfect for income investors. Keep an eye out on how investors react to the company’s Q1 earnings report when it is announced on April 14th.Home DepotInvestors might have gotten a bit ahead of themselves in bidding up shares of Home Depot to the $400's at the end of 2021, but with the stock pulling back over 26% year-to-date it could be a great buy-the-dip candidate. Shares are now trading at a discount to the S&P 500 with a 19.77 P/E ratio, and investors that have been interested in adding exposure to the world’s largest home improvement might want to start building a position. Home Depot stands out as a great company for several reasons, including its massive scale that makes it easier to bargain with vendors, a firm commitment to returning capital to shareholders, and loyal customers thanks to low prices.There’s also a lot to like about how home improvement retailers don’t have to worry about a lot of competition in the e-commerce space, as most homeowners want to buy their goods in person and be able to ask specific questions to employees. Home Depot also reported Q4 EPS of $3.21, up 21% year-over-year, and boosted its dividend by 15%, which are both additional reasons to consider adding shares. Keep in mind that the company faces tough comparisons to last year’s earnings, but that shouldn’t hold you back from owning shares of this fantastic blue-chip stock after the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089656650,"gmtCreate":1649989454665,"gmtModify":1676534623765,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Let's go!","listText":"Let's go!","text":"Let's go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089656650","repostId":"1143171275","repostType":4,"repost":{"id":"1143171275","pubTimestamp":1649987184,"share":"https://www.laohu8.com/m/news/1143171275?lang=&edition=full","pubTime":"2022-04-15 09:46","market":"us","language":"en","title":"Twitter Is Worth More Than Elon Musk's $54 Per Share Offer","url":"https://stock-news.laohu8.com/highlight/detail?id=1143171275","media":"Seeking Alpha","summary":"SummaryTwitter has struggled to grow into profitability but is now turning a corner.Musk's interest ","content":"<html><head></head><body><p>Summary</p><ul><li>Twitter has struggled to grow into profitability but is now turning a corner.</li><li>Musk&#39;s interest shows the value of the business is real and growing.</li><li>But if he&#39;s right - why should shareholders give away all the upside to one buyer?</li></ul><p>I&#39;ve been an active Twitter (NYSE:TWTR) user for years, but I was never a shareholder. Notable users such as Donald Trump (currently banned from the platform) and Elon Musk have made extremely productive use of the platform and used it to expand their reach and influence. In this article, I&#39;ll explain why there are two big questions that matter for the decision to own stock in Twitter:</p><p>- Can it be made profitable?</p><p>- Will being profitable ruin the company?</p><p>Elon Musk&#39;s offer to buy Twitter for $54.20 per share confirms that the answer to the first question is &#34;yes,&#34; and the answer to the second question is &#34;no.&#34; So now that the stock is effectively &#34;de-risked,&#34; shareholders should hold on and not be willing to sell at this price or anything less than say $100 per share.</p><p><b>Twitter&#39;s History in a Nutshell</b></p><p>Twitter started as a &#34;micro-blogging&#34; site in 2006 by Evan Williams, Jack Dorsey and others. The site became more and more well-known over time, and reached 100 million users per day in 2012. Although growing, it was something of a corporate curiosity: the company was not profitable, and unusual for these situations, founder Jack Dorsey basically left to start another company &#34;Square&#34;, now known as &#34;Block&#34; (SQ).</p><p>After some internal intrigues, Dorsey returned as CEO in 2015 but without giving up his role at Square/Block. Twitter went public in 2013 at an &#34;IPO price&#34; of $25 but traded that day up to $44 per share. Investors have suffered poor returns ever since as the company struggled to obtain profitability:</p><p><img src=\"https://static.tigerbbs.com/cb94f60a78c5ab5cb73a019721a717db\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Share Price and Profits (Koyfin, Author)</p><p>So over the last nine years, Twitter became one of the most influential companies and mediums of communication on Earth. But no one could be sure what it meant to own stock in the company. In November, Dorsey stepped away from his role as CEO and Twitter executive Parag Agrawal took over.</p><p>Can Twitter Make Money? Yes.</p><p>As you can see in the chart above, around halfway through the Trump administration Twitter found a way to produce net income on flat revenue. The last year&#39;s lack of net income is actually marred by the one-time event of an $800 million lawsuit settlement, so it&#39;s actually more profitable than it appears.</p><p>The incredible strength of software and tech business models lies in their ability to not only grow earnings without additional capital but also in the increasing returns to scale of additional revenues. The cost of running Twitter for say 110 million users isn&#39;t much greater than the cost to run it for 100 million users, so any additional revenue &#34;drops straight to the bottom line.&#34; (This is an oversimplification, but it&#39;s still useful.)</p><p>To see what I mean, look at the Income Statement from Twitter&#39;s Shareholder Letter:</p><p><img src=\"https://static.tigerbbs.com/651814d49f5de822d55066b4689f1781\" tg-width=\"640\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter Income Statement (Twitter)</p><p>We clearly see the $765 million line item for Twitter&#39;s share of the settlement mentioned above. So without that settlement, &#34;Total Costs and Expenses&#34; were $4,805 million in 2021 compared to $3,690 million in 2021 - so <i>costs increased of 30%</i>. At the same time, revenue increased year over from $3,716 million to $5,077 million for a<i>gain in revenues of 36%</i>. To the extent that this trend can keep growing, future profitability is far greater than the $272 million income from operations (without the lawsuit) we see in last year&#39;s numbers.</p><p>Even if Twitter had reported net income of $250 million instead of a loss of $221 million, it would still seem expensive at a market cap of $37 billion times earnings (148x earnings). Buying at those prices indicates expectations of much higher profitability in the future, and I think that&#39;s very reasonable.</p><p>But will Twitter Stay Fun? Yes.</p><p>Now that we know Twitter can begin earning net income, the next question is whether or not &#34;the magic&#34; of Twitter will remain and keep it such an essential part of the marketplace. After all, others have talked about starting alternative social networks geared to conservative voices such as the &#34;Truth Social&#34; offering of Digital World Acquisition (DWAC) and the growing reach of TikTok (owned by ByteDance).</p><p>Despite a number of challenges, it seems like Twitter is staying relevant and vital. Twitter suspended Donald Trump (its most influential!)user on January 8, 2021, but as you can see from this chart in the company&#39;s Shareholder Letter, both revenue and the number of users have increased from the fourth quarter of 2020 (when Trump was still on the platform) to the fourth quarter of 2022 (when he&#39;d been off for almost a year). So Twitter&#39;s business is clearly bigger and more durable than just the effect Trump had on its growth.</p><p><img src=\"https://static.tigerbbs.com/c7e97ffbd971155113d753a6748ff21b\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter Year-over-Year results (Twitter Shareholder Letter)</p><p>Musk has also become an increasingly active user of the platform, as you can see in this article from Visual Capitalist, which also reviews some of his best-known Tweets:</p><p><img src=\"https://static.tigerbbs.com/48877c257e17a678562789221605573c\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Elon Musk&#39;s Tweets by Year (VisualCapitalist.com, Carmen Ang)</p><p>While looking at Musk&#39;s activity alone doesn&#39;t prove anything, it seems like there are plenty of reasons to think Twitter remains vital. This article explains what Twitter means to marketing customers, so you can see that even though WhatsApp (owned by Facebook/Meta (FB)) or other social media apps may be gaining, Twitter&#39;s level of engagement and value to customers remains high.</p><p>Armchair strategists have had ideas for how to make Twitter bigger, more successful and more relevant for years (see for example this article from 2016). Many have been critical, but throughout it all - the company keeps growing. So I don&#39;t know of any other way to answer the question than to say, &#34;Yes, Twitter keeps being fun and that&#39;s why people use it.&#34;</p><p>What Does Musk&#39;s Offer Mean for Shareholders</p><p>Musk, of course, has a pretty storied history with Twitter, including offering to buyout Tesla for $420 per share(pre-split) and another tweet which got him sued for libel. Last month, he bought 9% of the company&#39;s stock, planned to take a seat on the board of directors, and then withdrew from consideration.</p><p>Now Musk has made an offer to buy the whole company, and it&#39;s worth reading the whole test of his filing with the SEC:</p><p><img src=\"https://static.tigerbbs.com/1556fe029f6438ac238ca752b1d3d7b1\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Musk&#39;s Offer to buy Twitter (SEC)</p><p>Musk has been selling stock in Tesla(TSLA) recently, but his 17% stake is still worth approximately $175 billion - so he should be &#34;good for&#34; the $40 billion or so required to buy the rest of Twitter. (Recall that he already owns 9% of the company).</p><p>There are a few ways to think about his offer:</p><p>1. He wants to take over the company and run it</p><p>2. He wants to draw attention to his ideas about how to run Twitter</p><p>3. He&#39;s bluffing about buying Twitter and just wants attention</p><p>I&#39;ll skip over analyzing number 3 because it requires an assumption of bad faith I&#39;m not willing to make, and focus on 1 and 2. If 1 is true and Musk thinks the company is valuable, then maybe someone else can unlock that value and shareholders&#39; gains don&#39;t have to &#34;top out&#34; at the offer price of $54.20?</p><p>If 2 is true and Musk wants to draw attention to the way he would run Twitter, this is something of the &#34;best of all possible&#34; worlds for Twitter shareholders. They&#39;ll get the benefit of Musk&#39;s ideas, but they won&#39;t give up any upside. This is also a great strategy for Musk himself. He can bring the focus of executives, directors and shareholders to his strategy, and possibly gain influence or place someone in the C-Suite or board of directors - but he doesn&#39;t have to pay a buy-out premium. He gets the benefit of forcing the company&#39;s hand to increase the value of his investment, but he doesn&#39;t have to pay a premium for it!</p><p>Shareholders Can Sit Pretty - Don&#39;t Sell!</p><p>For the reasons described above, I think it&#39;s clear that the value of Twitter is starting to poke out from under the surface. It remains to be seen whether the current management team can deliver, or whether it will require Musk&#39;s influence to make changes. In either case, there&#39;s little reason for outside shareholders to give up future upside by selling their shares in the market, or by supporting Musk&#39;s buyout offer.</p><p>If Musk&#39;s offer is not accepted, I would expect shares to fall in price for the time being. But that doesn&#39;t mean the value of the business has declined. I would consider that a good time to buy.</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>Twitter Is Worth More Than Elon Musk's $54 Per Share Offer</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\">\nTwitter Is Worth More Than Elon Musk's $54 Per Share Offer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501410-twitter-is-worth-more-than-musks-offer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTwitter has struggled to grow into profitability but is now turning a corner.Musk's interest shows the value of the business is real and growing.But if he's right - why should shareholders give...</p>\n\n<a href=\"https://seekingalpha.com/article/4501410-twitter-is-worth-more-than-musks-offer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4501410-twitter-is-worth-more-than-musks-offer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143171275","content_text":"SummaryTwitter has struggled to grow into profitability but is now turning a corner.Musk's interest shows the value of the business is real and growing.But if he's right - why should shareholders give away all the upside to one buyer?I've been an active Twitter (NYSE:TWTR) user for years, but I was never a shareholder. Notable users such as Donald Trump (currently banned from the platform) and Elon Musk have made extremely productive use of the platform and used it to expand their reach and influence. In this article, I'll explain why there are two big questions that matter for the decision to own stock in Twitter:- Can it be made profitable?- Will being profitable ruin the company?Elon Musk's offer to buy Twitter for $54.20 per share confirms that the answer to the first question is \"yes,\" and the answer to the second question is \"no.\" So now that the stock is effectively \"de-risked,\" shareholders should hold on and not be willing to sell at this price or anything less than say $100 per share.Twitter's History in a NutshellTwitter started as a \"micro-blogging\" site in 2006 by Evan Williams, Jack Dorsey and others. The site became more and more well-known over time, and reached 100 million users per day in 2012. Although growing, it was something of a corporate curiosity: the company was not profitable, and unusual for these situations, founder Jack Dorsey basically left to start another company \"Square\", now known as \"Block\" (SQ).After some internal intrigues, Dorsey returned as CEO in 2015 but without giving up his role at Square/Block. Twitter went public in 2013 at an \"IPO price\" of $25 but traded that day up to $44 per share. Investors have suffered poor returns ever since as the company struggled to obtain profitability:Share Price and Profits (Koyfin, Author)So over the last nine years, Twitter became one of the most influential companies and mediums of communication on Earth. But no one could be sure what it meant to own stock in the company. In November, Dorsey stepped away from his role as CEO and Twitter executive Parag Agrawal took over.Can Twitter Make Money? Yes.As you can see in the chart above, around halfway through the Trump administration Twitter found a way to produce net income on flat revenue. The last year's lack of net income is actually marred by the one-time event of an $800 million lawsuit settlement, so it's actually more profitable than it appears.The incredible strength of software and tech business models lies in their ability to not only grow earnings without additional capital but also in the increasing returns to scale of additional revenues. The cost of running Twitter for say 110 million users isn't much greater than the cost to run it for 100 million users, so any additional revenue \"drops straight to the bottom line.\" (This is an oversimplification, but it's still useful.)To see what I mean, look at the Income Statement from Twitter's Shareholder Letter:Twitter Income Statement (Twitter)We clearly see the $765 million line item for Twitter's share of the settlement mentioned above. So without that settlement, \"Total Costs and Expenses\" were $4,805 million in 2021 compared to $3,690 million in 2021 - so costs increased of 30%. At the same time, revenue increased year over from $3,716 million to $5,077 million for again in revenues of 36%. To the extent that this trend can keep growing, future profitability is far greater than the $272 million income from operations (without the lawsuit) we see in last year's numbers.Even if Twitter had reported net income of $250 million instead of a loss of $221 million, it would still seem expensive at a market cap of $37 billion times earnings (148x earnings). Buying at those prices indicates expectations of much higher profitability in the future, and I think that's very reasonable.But will Twitter Stay Fun? Yes.Now that we know Twitter can begin earning net income, the next question is whether or not \"the magic\" of Twitter will remain and keep it such an essential part of the marketplace. After all, others have talked about starting alternative social networks geared to conservative voices such as the \"Truth Social\" offering of Digital World Acquisition (DWAC) and the growing reach of TikTok (owned by ByteDance).Despite a number of challenges, it seems like Twitter is staying relevant and vital. Twitter suspended Donald Trump (its most influential!)user on January 8, 2021, but as you can see from this chart in the company's Shareholder Letter, both revenue and the number of users have increased from the fourth quarter of 2020 (when Trump was still on the platform) to the fourth quarter of 2022 (when he'd been off for almost a year). So Twitter's business is clearly bigger and more durable than just the effect Trump had on its growth.Twitter Year-over-Year results (Twitter Shareholder Letter)Musk has also become an increasingly active user of the platform, as you can see in this article from Visual Capitalist, which also reviews some of his best-known Tweets:Elon Musk's Tweets by Year (VisualCapitalist.com, Carmen Ang)While looking at Musk's activity alone doesn't prove anything, it seems like there are plenty of reasons to think Twitter remains vital. This article explains what Twitter means to marketing customers, so you can see that even though WhatsApp (owned by Facebook/Meta (FB)) or other social media apps may be gaining, Twitter's level of engagement and value to customers remains high.Armchair strategists have had ideas for how to make Twitter bigger, more successful and more relevant for years (see for example this article from 2016). Many have been critical, but throughout it all - the company keeps growing. So I don't know of any other way to answer the question than to say, \"Yes, Twitter keeps being fun and that's why people use it.\"What Does Musk's Offer Mean for ShareholdersMusk, of course, has a pretty storied history with Twitter, including offering to buyout Tesla for $420 per share(pre-split) and another tweet which got him sued for libel. Last month, he bought 9% of the company's stock, planned to take a seat on the board of directors, and then withdrew from consideration.Now Musk has made an offer to buy the whole company, and it's worth reading the whole test of his filing with the SEC:Musk's Offer to buy Twitter (SEC)Musk has been selling stock in Tesla(TSLA) recently, but his 17% stake is still worth approximately $175 billion - so he should be \"good for\" the $40 billion or so required to buy the rest of Twitter. (Recall that he already owns 9% of the company).There are a few ways to think about his offer:1. He wants to take over the company and run it2. He wants to draw attention to his ideas about how to run Twitter3. He's bluffing about buying Twitter and just wants attentionI'll skip over analyzing number 3 because it requires an assumption of bad faith I'm not willing to make, and focus on 1 and 2. If 1 is true and Musk thinks the company is valuable, then maybe someone else can unlock that value and shareholders' gains don't have to \"top out\" at the offer price of $54.20?If 2 is true and Musk wants to draw attention to the way he would run Twitter, this is something of the \"best of all possible\" worlds for Twitter shareholders. They'll get the benefit of Musk's ideas, but they won't give up any upside. This is also a great strategy for Musk himself. He can bring the focus of executives, directors and shareholders to his strategy, and possibly gain influence or place someone in the C-Suite or board of directors - but he doesn't have to pay a buy-out premium. He gets the benefit of forcing the company's hand to increase the value of his investment, but he doesn't have to pay a premium for it!Shareholders Can Sit Pretty - Don't Sell!For the reasons described above, I think it's clear that the value of Twitter is starting to poke out from under the surface. It remains to be seen whether the current management team can deliver, or whether it will require Musk's influence to make changes. In either case, there's little reason for outside shareholders to give up future upside by selling their shares in the market, or by supporting Musk's buyout offer.If Musk's offer is not accepted, I would expect shares to fall in price for the time being. But that doesn't mean the value of the business has declined. I would consider that a good time to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015591853,"gmtCreate":1649504949407,"gmtModify":1676534522526,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pltr is better for sure!","listText":"Pltr is better for sure!","text":"Pltr is better for sure!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015591853","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","pubTimestamp":1649469608,"share":"https://www.laohu8.com/m/news/1179777825?lang=&edition=full","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">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.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905800273,"gmtCreate":1659843638394,"gmtModify":1703767025929,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905800273","repostId":"1140000941","repostType":4,"repost":{"id":"1140000941","pubTimestamp":1659838665,"share":"https://www.laohu8.com/m/news/1140000941?lang=&edition=full","pubTime":"2022-08-07 10:17","market":"us","language":"en","title":"Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge","url":"https://stock-news.laohu8.com/highlight/detail?id=1140000941","media":"Benzinga","summary":"ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 6","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Why PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.</li><li>As Ethereum&#39;s upcoming Merge draws near, groups are making plans for forks to run the old version of Ethereum using miners.</li></ul><p>In &#34;GE Stock Is a Buy as Breakup Looms,&#34; Barron&#39;s Al Root writes that after more than 20 years of decline, <b>General Electric Co</b> is entering the final stages of a dismantling process that will leave just three parts remaining.</p><p>&#34;Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up,&#34; by Barron&#39;s Carleton English, explores why <b>PayPal Holdings Inc</b> may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.</p><p>&#34;Shale Drillers Warn of Higher Costs as They Report Record Profits,&#34; by The Wall Street Journal&#39;s Benoît Morenne, says that shale companies, like <b>Pioneer Natural Resources Co</b> and <b>Continental Resources Inc</b> are reporting exponentially higher profits but are warning that inflation is leading to increased spending.</p><p>In The Wall Street Journal&#39;s &#34;At Ford, Quality Is Now Problem 1,&#34; Nora Eckert writes about the steps being taken by <b>Josh Halliburton</b>, the newly hired executive director of quality at <b>Ford Motor Co</b>, to help improve the automaker&#39;s quality record.</p><p>&#34;Fed’s Bowman Backs More Large Rate Hikes Until Inflation Eases,&#34; by Bloomberg&#39;s Jonnelle Marte, explains why Fed Governor <b>Michelle Bowman</b> says the Federal Reserve should remain open to large interest rate hikes similar to the 75 basis-point increase in July.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge</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; 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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\">\nWeekend Stock Spotlight: PayPal, General Electric, Ford And How Ethereum Miners Are Fighting The Merge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.As Ethereum's upcoming Merge draws near, groups are making plans for...</p>\n\n<a href=\"https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GE":"GE航空航天","PYPL":"PayPal"},"source_url":"https://www.benzinga.com/news/large-cap/22/08/28387359/weekend-stock-spotlight","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140000941","content_text":"ZINGER KEY POINTSWhy PayPal may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.As Ethereum's upcoming Merge draws near, groups are making plans for forks to run the old version of Ethereum using miners.In \"GE Stock Is a Buy as Breakup Looms,\" Barron's Al Root writes that after more than 20 years of decline, General Electric Co is entering the final stages of a dismantling process that will leave just three parts remaining.\"Buy PayPal Stock. The Battered Payments Company Is Starting to Perk Up,\" by Barron's Carleton English, explores why PayPal Holdings Inc may have reached at an attractive level to buy the stock after falling 68% from its high of around $308.\"Shale Drillers Warn of Higher Costs as They Report Record Profits,\" by The Wall Street Journal's Benoît Morenne, says that shale companies, like Pioneer Natural Resources Co and Continental Resources Inc are reporting exponentially higher profits but are warning that inflation is leading to increased spending.In The Wall Street Journal's \"At Ford, Quality Is Now Problem 1,\" Nora Eckert writes about the steps being taken by Josh Halliburton, the newly hired executive director of quality at Ford Motor Co, to help improve the automaker's quality record.\"Fed’s Bowman Backs More Large Rate Hikes Until Inflation Eases,\" by Bloomberg's Jonnelle Marte, explains why Fed Governor Michelle Bowman says the Federal Reserve should remain open to large interest rate hikes similar to the 75 basis-point increase in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074352035,"gmtCreate":1658302334827,"gmtModify":1676536137897,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Depends on what Musk do in the future&nbsp;","listText":"Depends on what Musk do in the future&nbsp;","text":"Depends on what Musk do in the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074352035","repostId":"1180458878","repostType":4,"repost":{"id":"1180458878","pubTimestamp":1658296438,"share":"https://www.laohu8.com/m/news/1180458878?lang=&edition=full","pubTime":"2022-07-20 13:53","market":"us","language":"en","title":"Tesla: The Gold Standard For Mission-Driven Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=1180458878","media":"Seeking Alpha","summary":"SummaryTesla’s mission is to accelerate the world’s transition to sustainable energy.There are count","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla’s mission is to accelerate the world’s transition to sustainable energy.</li><li>There are countless examples of decisions Tesla has taken to achieve this inspirational mission.</li><li>Perhaps most impressively, these decisions have also enhanced Tesla’s business performance at the same time.</li><li>If Tesla continues to be mission-driven, and I believe it will, then I think shareholders will reap the rewards over the upcoming decade.</li></ul><p><b>Overview</b></p><p>Most companies in the world today will have mission statements, which are supposed to be the north star of any company. Any employee should be able to look at whatever they&#39;re working on, and think &#39;yeah, this is helping us to achieve our mission&#39;. Often, mission-driven companies end up being more successful than their counterparts, as they attract and retain high-quality employees, customers, and long-term investors who can all get behind the mission.</p><p>But not all mission statements are created equal, and not all companies live up to this. I&#39;ll give a couple of examples.</p><p>&#39;To responsibly lead the transition of adult smokers to a smoke-free future&#39; is the mission statement of cigarette manufacturer Altria (MO), formerly Philip Morris. Can an employee coming up with the latest marketing strategy to sell their Marlboro cigarettes look at that mission statement and think they&#39;re achieving that? Absolutely not. It sounds like a great mission statement, but it is quite frankly ridiculous.</p><p>How does &#39;To provide the highest level of service, the broadest selection of products and the most competitive prices&#39; sound? I mean… this could be applied to literally <i>any</i> retailer; it&#39;s an awful mission statement, and certainly isn&#39;t going to inspire any employees. 10 points for whoever can guess the company behind this terrible mission statement in the comments.</p><p>Done correctly, a mission statement should be simple and inspirational whilst also being a north star that a company can look at to ensure it&#39;s on the road to accomplishing all that it wishes to achieve. Here&#39;s an example of a brilliant mission statement:</p><blockquote>To accelerate the world&#39;s transition to sustainable energy</blockquote><p>This, of course, is the mission statement of Tesla (NASDAQ:TSLA). It is simple (any employee would be able to recite it), inspirational (doing good for the planet), and can also be used as a north star, even as Tesla has diversified across industries (cars, energy, AI). As we saw with Altria, some companies have mission statements that sound great, but are not a &#39;north star&#39; - yet with Tesla, we have a company that does everything with its mission statement in mind, and I think that investors will reap the rewards over the years ahead.</p><p><img src=\"https://static.tigerbbs.com/b8fd7ca96fa95b86d3d2eb7f59ee23ee\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2021 Impact Report</p><p><b>Unmistakably Mission-Driven</b></p><p>There are numerous examples of Tesla taking actions that are not only mission-driven but have also been beneficial to the business. Some investors think that taking a mission-driven approach and trying to do some good in the world is just a company being &#39;woke&#39;, but Tesla proves that taking actions to accelerate the world&#39;s transition to sustainable energy can also drive business performance to new heights.</p><p>Back in June 2014, CEO Elon Musk wrote a blog post entitled All Our Patent Are Belong To You, and I&#39;m sure the phrasing is a pop-culture reference that I&#39;m missing.</p><p>In doing so, he announced that Tesla would apply an open source philosophy to its patents for the advancement of electric vehicle technology. Tesla vowed not to initiate patent lawsuits against anyone who, in good faith, wanted to use its technology for their own development of electric vehicles. This is primarily because Tesla saw its main competition as the number of ICE vehicles on the road - not electric car programs from major car manufacturers.</p><p>This decision made 8 years ago clearly has not harmed Tesla, but it successfully contributed to their mission. In fact, the company also calls out that it isn&#39;t patents that will continue to give them a competitive advantage:</p><blockquote>Technology leadership is not defined by patents, which history has repeatedly shown to be small protection indeed against a determined competitor, but rather by the ability of a company to attract and motivate the world&#39;s most talented engineers. We believe that applying the open source philosophy to our patents will strengthen rather than diminish Tesla&#39;s position in this regard.</blockquote><p>Turns out, they were absolutely right - but this is only the start.</p><p>In 2017, Tesla Motors changed its name to Tesla, reflecting the company&#39;s expansion beyond cars into batteries and solar energy. Clearly a jump into different industries, but once again with the aim of achieving its mission - particularly thanks to the 2016 acquisition of SolarCity.</p><p>Nowadays, Tesla offers a range of additional products for solar energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home; Megapack, an energy storage solution for much larger facilities; and Solar Roof, which is well... a solar powered roof. By making this change to the company, Tesla opened up a whole new avenue in which it can generate value for shareholders, all whilst taking another step closer to achieving its mission. In fact, Tesla solar panels have generated more electricity than has been consumed by its vehicles and factories from 2012 through to 2021.</p><p><img src=\"https://static.tigerbbs.com/3c2c54c669e95988bd15f525540cb1ea\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2021 Impact Report</p><p>These are just a few examples of Tesla expanding the business to both achieve its mission and also deliver shareholder value. Others include:</p><ul><li><b>Open Supercharger Network</b>: More cars using these superchargers provide additional revenue for Tesla, plus it also enables greater efficiency and broader expansion opportunities.</li><li><b>Autonomous Driving</b>: Gives an additional incentive to use Tesla cars, and the opportunity for robotaxis will clearly result in more Tesla EVs on the road.</li><li><b>Battery Recycling</b>: Creates less waste in the supply chain but also enables Tesla to repurpose components of old batteries when creating new ones, particularly when it comes to harder-to-obtain minerals such as lithium.</li><li><b>Production &amp; Supply Chain Localisation</b>: Reduces emissions whilst also reducing the cost of transporting finished goods across the globe.</li></ul><p><img src=\"https://static.tigerbbs.com/77d85854f1b29142e8c3048597793a9e\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2020 Impact Report</p><p><b>Why Does It Matter?</b></p><p>We can see past instances where Tesla&#39;s mission-driven approach has led to changes in the company, but what are the implications for shareholders?</p><p>Firstly, there&#39;s no denying that one of Tesla&#39;s strongest economic moats is its brand. Whilst this is in part driven by its technical expertise, Tesla has also managed to appeal to the ever-more conscientious consumer who cares about this transition to sustainable energy.</p><p>The company&#39;s eco-friendly mission has accelerated the value of Tesla&#39;s brand substantially, with Tesla now being the world&#39;s 29th most valuable brand according to Kantar BrandZ- notably, the highest rating for a car brand, with its closest competitor being Toyota, ranked 66th.</p><p><img src=\"https://static.tigerbbs.com/e415859215c77612da6b58c6605441d4\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p>Kantar BrandZ Most Valuable Global Brands 2022</p><p>Strong brands have a history of delivering impressive shareholder returns, and Tesla has been no different. Its ability to deliver on its inspirational mission should only further help to supercharge growth for the company.</p><p>But it&#39;s not just about enhancing the brand; Tesla&#39;s mission-driven approach will continue to drive the company forward in ways that cannot yet be foreseen - although perhaps there is one aspect that we can dive into further.</p><p>Tesla recently announced that it was piloting an open Supercharger network throughout some European countries. On the face of it, this decision will take Tesla one step closer to achieving its mission but will be detrimental to the company. I believe that another smaller economic moat possessed by Tesla relates to its switching costs for the Supercharger network - without a Tesla, you cannot access it - and it feels like Tesla might be forgoing this moat in the name of its mission, thereby weakening the business.</p><p>But dig a little deeper, and the potential switch away from a closed Supercharger network makes a lot of sense. As it stands, Tesla is somewhat limited in the amount of Supercharger stations that it can build - is there any point building out some if there are just 100 Teslas in a town? Yet... what if there are 100 Teslas, but 1,000 electric or hybrid vehicles? Tesla&#39;s Superchargers are the best in the business according to JD Power, and so the demand would be there from non-Tesla owners to utilise these rapid charging stations.</p><p>Then take it one step further and consider the direction the world is heading in. We will all be driving electric vehicles eventually, whether that&#39;s in 10, 20, or 50 years, and these EV charging stations will be the norm, just as gas stations are today. But could you imagine General Motors (GM) owning a bunch of gas stations at which you could only refuel GM cars? It would seem silly and inefficient, and I believe this is what the Tesla Supercharger network would turn into if it failed to open up.</p><p>This is just one example of something that is only being piloted right now, but it shows how Tesla&#39;s mission statement combined with the tailwinds driving the transition to sustainable energy can result in this company being ahead of the game - as it always has been, and I hope it will continue to do so.</p><p><b>Tailwinds Pushing This Mission Forward</b></p><p>Let&#39;s reiterate once again: Tesla&#39;s mission statement is to accelerate the world&#39;s transition to sustainable energy.</p><p>Another aspect shareholders should love about this mission statement is the number of tailwinds behind it. Governments across the globe are incentivised to transition from fossil fuels to sustainable energy sources, and there is more and more pressure being put on these governments to take action. This should only help Tesla&#39;s growth to accelerate - but don&#39;t just take my word for it.</p><p>According toFacts and Factors, the global EV market is expected to grow from a size of $185B in 2021 to $980B in 2028, implying a 24.5% CAGR.</p><p>According to Precedence Research, the global solar power market is poised to grow at a 7.2% CAGR from 2021 through to 2030, reaching a size of $368B.</p><p><img src=\"https://static.tigerbbs.com/b024f31dfd3427917a0089dcb41f086b\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Precedence Research</p><p>Finally, according to Fortune Business Insights, the EV charging station market is expected to grow at a 30.26% CAGR from 2021 through to 2028, achieving an overall market size of $111.9B.</p><p>What&#39;s the takeaway? Not only is Tesla able to improve its business performance by achieving its mission, but the mission-driven avenues that this company is exploring are growing market opportunities.</p><p>This is a perfect mission to inspire employees and create customer loyalty, but it is also a brilliant mission when it comes to expanding the business into new, emerging trends and potentially huge market opportunities. Talk about a win-win!</p><p><img src=\"https://static.tigerbbs.com/ce7e089ac5fe9ffb0abace40d439c26a\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Tesla 2021 Impact Report</p><p><b>Valuation</b></p><p>I know, I know… I had to ruin it by talking about valuation. Yet Tesla&#39;s valuation may not be as unreasonable as some in the financial media like to make out. I explained the full rationale behind my valuation model in my previous article, and nothing has changed since (apart from the current market capitalisation).</p><p><img src=\"https://static.tigerbbs.com/837632439f7d611f8cf8f9ff348af656\" tg-width=\"640\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>Tesla SEC Filings/Excel</p><p>Basically, I think shares are reasonably priced, particularly if you believe that Tesla can achieve a revenue CAGR of over 28% through to 2026 (spoiler alert - I do).</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>Tesla: The Gold Standard For Mission-Driven Companies</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\">\nTesla: The Gold Standard For Mission-Driven Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524281-tesla-tsla-gold-standard-for-mission-driven-companies?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla’s mission is to accelerate the world’s transition to sustainable energy.There are countless examples of decisions Tesla has taken to achieve this inspirational mission.Perhaps most ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524281-tesla-tsla-gold-standard-for-mission-driven-companies?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4524281-tesla-tsla-gold-standard-for-mission-driven-companies?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180458878","content_text":"SummaryTesla’s mission is to accelerate the world’s transition to sustainable energy.There are countless examples of decisions Tesla has taken to achieve this inspirational mission.Perhaps most impressively, these decisions have also enhanced Tesla’s business performance at the same time.If Tesla continues to be mission-driven, and I believe it will, then I think shareholders will reap the rewards over the upcoming decade.OverviewMost companies in the world today will have mission statements, which are supposed to be the north star of any company. Any employee should be able to look at whatever they're working on, and think 'yeah, this is helping us to achieve our mission'. Often, mission-driven companies end up being more successful than their counterparts, as they attract and retain high-quality employees, customers, and long-term investors who can all get behind the mission.But not all mission statements are created equal, and not all companies live up to this. I'll give a couple of examples.'To responsibly lead the transition of adult smokers to a smoke-free future' is the mission statement of cigarette manufacturer Altria (MO), formerly Philip Morris. Can an employee coming up with the latest marketing strategy to sell their Marlboro cigarettes look at that mission statement and think they're achieving that? Absolutely not. It sounds like a great mission statement, but it is quite frankly ridiculous.How does 'To provide the highest level of service, the broadest selection of products and the most competitive prices' sound? I mean… this could be applied to literally any retailer; it's an awful mission statement, and certainly isn't going to inspire any employees. 10 points for whoever can guess the company behind this terrible mission statement in the comments.Done correctly, a mission statement should be simple and inspirational whilst also being a north star that a company can look at to ensure it's on the road to accomplishing all that it wishes to achieve. Here's an example of a brilliant mission statement:To accelerate the world's transition to sustainable energyThis, of course, is the mission statement of Tesla (NASDAQ:TSLA). It is simple (any employee would be able to recite it), inspirational (doing good for the planet), and can also be used as a north star, even as Tesla has diversified across industries (cars, energy, AI). As we saw with Altria, some companies have mission statements that sound great, but are not a 'north star' - yet with Tesla, we have a company that does everything with its mission statement in mind, and I think that investors will reap the rewards over the years ahead.Tesla 2021 Impact ReportUnmistakably Mission-DrivenThere are numerous examples of Tesla taking actions that are not only mission-driven but have also been beneficial to the business. Some investors think that taking a mission-driven approach and trying to do some good in the world is just a company being 'woke', but Tesla proves that taking actions to accelerate the world's transition to sustainable energy can also drive business performance to new heights.Back in June 2014, CEO Elon Musk wrote a blog post entitled All Our Patent Are Belong To You, and I'm sure the phrasing is a pop-culture reference that I'm missing.In doing so, he announced that Tesla would apply an open source philosophy to its patents for the advancement of electric vehicle technology. Tesla vowed not to initiate patent lawsuits against anyone who, in good faith, wanted to use its technology for their own development of electric vehicles. This is primarily because Tesla saw its main competition as the number of ICE vehicles on the road - not electric car programs from major car manufacturers.This decision made 8 years ago clearly has not harmed Tesla, but it successfully contributed to their mission. In fact, the company also calls out that it isn't patents that will continue to give them a competitive advantage:Technology leadership is not defined by patents, which history has repeatedly shown to be small protection indeed against a determined competitor, but rather by the ability of a company to attract and motivate the world's most talented engineers. We believe that applying the open source philosophy to our patents will strengthen rather than diminish Tesla's position in this regard.Turns out, they were absolutely right - but this is only the start.In 2017, Tesla Motors changed its name to Tesla, reflecting the company's expansion beyond cars into batteries and solar energy. Clearly a jump into different industries, but once again with the aim of achieving its mission - particularly thanks to the 2016 acquisition of SolarCity.Nowadays, Tesla offers a range of additional products for solar energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home; Megapack, an energy storage solution for much larger facilities; and Solar Roof, which is well... a solar powered roof. By making this change to the company, Tesla opened up a whole new avenue in which it can generate value for shareholders, all whilst taking another step closer to achieving its mission. In fact, Tesla solar panels have generated more electricity than has been consumed by its vehicles and factories from 2012 through to 2021.Tesla 2021 Impact ReportThese are just a few examples of Tesla expanding the business to both achieve its mission and also deliver shareholder value. Others include:Open Supercharger Network: More cars using these superchargers provide additional revenue for Tesla, plus it also enables greater efficiency and broader expansion opportunities.Autonomous Driving: Gives an additional incentive to use Tesla cars, and the opportunity for robotaxis will clearly result in more Tesla EVs on the road.Battery Recycling: Creates less waste in the supply chain but also enables Tesla to repurpose components of old batteries when creating new ones, particularly when it comes to harder-to-obtain minerals such as lithium.Production & Supply Chain Localisation: Reduces emissions whilst also reducing the cost of transporting finished goods across the globe.Tesla 2020 Impact ReportWhy Does It Matter?We can see past instances where Tesla's mission-driven approach has led to changes in the company, but what are the implications for shareholders?Firstly, there's no denying that one of Tesla's strongest economic moats is its brand. Whilst this is in part driven by its technical expertise, Tesla has also managed to appeal to the ever-more conscientious consumer who cares about this transition to sustainable energy.The company's eco-friendly mission has accelerated the value of Tesla's brand substantially, with Tesla now being the world's 29th most valuable brand according to Kantar BrandZ- notably, the highest rating for a car brand, with its closest competitor being Toyota, ranked 66th.Kantar BrandZ Most Valuable Global Brands 2022Strong brands have a history of delivering impressive shareholder returns, and Tesla has been no different. Its ability to deliver on its inspirational mission should only further help to supercharge growth for the company.But it's not just about enhancing the brand; Tesla's mission-driven approach will continue to drive the company forward in ways that cannot yet be foreseen - although perhaps there is one aspect that we can dive into further.Tesla recently announced that it was piloting an open Supercharger network throughout some European countries. On the face of it, this decision will take Tesla one step closer to achieving its mission but will be detrimental to the company. I believe that another smaller economic moat possessed by Tesla relates to its switching costs for the Supercharger network - without a Tesla, you cannot access it - and it feels like Tesla might be forgoing this moat in the name of its mission, thereby weakening the business.But dig a little deeper, and the potential switch away from a closed Supercharger network makes a lot of sense. As it stands, Tesla is somewhat limited in the amount of Supercharger stations that it can build - is there any point building out some if there are just 100 Teslas in a town? Yet... what if there are 100 Teslas, but 1,000 electric or hybrid vehicles? Tesla's Superchargers are the best in the business according to JD Power, and so the demand would be there from non-Tesla owners to utilise these rapid charging stations.Then take it one step further and consider the direction the world is heading in. We will all be driving electric vehicles eventually, whether that's in 10, 20, or 50 years, and these EV charging stations will be the norm, just as gas stations are today. But could you imagine General Motors (GM) owning a bunch of gas stations at which you could only refuel GM cars? It would seem silly and inefficient, and I believe this is what the Tesla Supercharger network would turn into if it failed to open up.This is just one example of something that is only being piloted right now, but it shows how Tesla's mission statement combined with the tailwinds driving the transition to sustainable energy can result in this company being ahead of the game - as it always has been, and I hope it will continue to do so.Tailwinds Pushing This Mission ForwardLet's reiterate once again: Tesla's mission statement is to accelerate the world's transition to sustainable energy.Another aspect shareholders should love about this mission statement is the number of tailwinds behind it. Governments across the globe are incentivised to transition from fossil fuels to sustainable energy sources, and there is more and more pressure being put on these governments to take action. This should only help Tesla's growth to accelerate - but don't just take my word for it.According toFacts and Factors, the global EV market is expected to grow from a size of $185B in 2021 to $980B in 2028, implying a 24.5% CAGR.According to Precedence Research, the global solar power market is poised to grow at a 7.2% CAGR from 2021 through to 2030, reaching a size of $368B.Precedence ResearchFinally, according to Fortune Business Insights, the EV charging station market is expected to grow at a 30.26% CAGR from 2021 through to 2028, achieving an overall market size of $111.9B.What's the takeaway? Not only is Tesla able to improve its business performance by achieving its mission, but the mission-driven avenues that this company is exploring are growing market opportunities.This is a perfect mission to inspire employees and create customer loyalty, but it is also a brilliant mission when it comes to expanding the business into new, emerging trends and potentially huge market opportunities. Talk about a win-win!Tesla 2021 Impact ReportValuationI know, I know… I had to ruin it by talking about valuation. Yet Tesla's valuation may not be as unreasonable as some in the financial media like to make out. I explained the full rationale behind my valuation model in my previous article, and nothing has changed since (apart from the current market capitalisation).Tesla SEC Filings/ExcelBasically, I think shares are reasonably priced, particularly if you believe that Tesla can achieve a revenue CAGR of over 28% through to 2026 (spoiler alert - I do).","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048729707,"gmtCreate":1656264343109,"gmtModify":1676535794348,"author":{"id":"3570960659889242","authorId":"3570960659889242","name":"Maxangelos","avatar":"https://static.tigerbbs.com/ccba3d2f1a7d2b8a82607de96d5c732b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048729707","repostId":"1134361631","repostType":4,"repost":{"id":"1134361631","pubTimestamp":1656239754,"share":"https://www.laohu8.com/m/news/1134361631?lang=&edition=full","pubTime":"2022-06-26 18:35","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1134361631","media":"Motley Fool","summary":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advan","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Meta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.</li><li>Micron trades near multiyear low multiples of its book value.</li><li>Bank of America can weather any storm and benefits from higher rates.</li></ul><p>In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.</p><p>In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.</p><p>Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></p><p>Warren Buffett once said, &#34;You pay a high price for a cheery consensus,&#34; and you couldn&#39;t get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that&#39;s why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.</p><p>Meta&#39;s problems are many. Last year&#39;s iOS changes to Apple&#39;s Identity for Advertisers made Facebook&#39;s ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook&#39;s price per ad, since ads in these areas will be less targeted.</p><p>Then there&#39;s the TikTok threat. The ascendant short-video app has been eating into teenagers&#39; online engagement, at the expense of Facebook and Instagram. Meta&#39;s response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok&#39;s messaging functionality.</p><p>Finally, investors have also soured on the company&#39;s metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.</p><p>Yet if one is really looking out years, Meta&#39;s stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company&#39;s losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta&#39;s huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok&#39;s recent success.</p><p>Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook&#39;s new Reels feature actually finds success, just as Stories eventually defended Meta&#39;s platform against Snap. If that happens, shares could go significantly higher, as long as we don&#39;t have a long and deep recession.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></p><p>Micron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today&#39;s most leading-edge nodes before rivals.</p><p>Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That&#39;s the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron&#39;s cyclicality means its low P/E ratio doesn&#39;t tell us much. However, Micron&#39;s price-to-book ratio is now in the neighborhood of previous troughs.</p><p>Not only that, but as you can see, Micron&#39;s price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.</p><p>Not only that, but Micron&#39;s book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it&#39;s expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron&#39;s book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.</p><p>No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></p><p>Another stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett&#39;s favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of &#34;smart growth,&#34; selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA&#39;s balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.</p><p>Moreover, Bank of America&#39;s lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank&#39;s revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank&#39;s investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.</p><p>The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year&#39;s first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.</p><p>In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 18:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","MU":"美光科技","META":"Meta Platforms"},"source_url":"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134361631","content_text":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any storm and benefits from higher rates.In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.Meta PlatformsWarren Buffett once said, \"You pay a high price for a cheery consensus,\" and you couldn't get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that's why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.Meta's problems are many. Last year's iOS changes to Apple's Identity for Advertisers made Facebook's ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook's price per ad, since ads in these areas will be less targeted.Then there's the TikTok threat. The ascendant short-video app has been eating into teenagers' online engagement, at the expense of Facebook and Instagram. Meta's response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok's messaging functionality.Finally, investors have also soured on the company's metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.Yet if one is really looking out years, Meta's stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company's losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta's huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok's recent success.Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook's new Reels feature actually finds success, just as Stories eventually defended Meta's platform against Snap. If that happens, shares could go significantly higher, as long as we don't have a long and deep recession.Micron TechnologyMicron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today's most leading-edge nodes before rivals.Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That's the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron's cyclicality means its low P/E ratio doesn't tell us much. However, Micron's price-to-book ratio is now in the neighborhood of previous troughs.Not only that, but as you can see, Micron's price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.Not only that, but Micron's book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it's expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron's book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.Bank of AmericaAnother stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett's favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of \"smart growth,\" selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA's balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.Moreover, Bank of America's lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank's revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank's investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year's first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}