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Thiagos
2022-08-28
Ok
Why Investors Should Ignore the Fed, Interest Rates, and Most News
Thiagos
2022-08-21
Don't think so
Will Snowflake Be Worth More Than Alphabet by 2030?
Thiagos
2022-08-18
Huh
Sorry, the original content has been removed
Thiagos
2022-08-06
Hmm?
S&P 500 Ends Down As Jobs Data Rekindles Rate Hike Fear
Thiagos
2022-08-05
Cool!
Sorry, the original content has been removed
Thiagos
2022-08-04
Fly me to the š
Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week
Thiagos
2021-09-07
Cool
Sorry, the original content has been removed
Thiagos
2021-08-23
Not surprising.
Yellen backs reappointing Powell as Fed chair - Bloomberg
Thiagos
2021-08-22
Cool.
Bitcoin rises 5 percent to $49,106
Go to Tiger App to see more news
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08:51","market":"us","language":"en","title":"Why Investors Should Ignore the Fed, Interest Rates, and Most News","url":"https://stock-news.laohu8.com/highlight/detail?id=2262977847","media":"TheStreet","summary":"The stock market often makes big moves based on short-term news. When Jerome Powell mentions that in","content":"<html><head></head><body><p>The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless they don't because people expected worse or assume that the news was already priced into the market.</p><p>It's an inexact science where people make reactionary moves that send markets up or down based on some sort of prevailing wisdom. Basically, people take short-term news and conflate it to have long-term meaning.</p><p>The media -- of which I have been a member for roughly 30 years -- do not generally help calm the short-term hysteria.</p><p>People don't get paid to go on cable-news channels to express<b> </b>reasoned long-term opinions. They're supposed to fire off hot takes, which make it seem as if the Fed's rate move or the monthly jobs number has a huge<b> </b>impact on the stock market.</p><p>In reality, broader economic conditions clearly have an impact on individual stocks, but that's not nearly as simple as people would have you believe.</p><p>For example, a weakening economy might be worse for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> because people might be wary of buying expensive new phones. Or the same economy could benefit Apple because consumers will hold back on vacations, new cars, and other expensive purchases and spend on more-affordable luxuries like streaming TV, music, and fitness, or maybe even a new phone, which is a lot cheaper than many vacations.</p><h2>Short-Term Stock Market Moves Don't Much Matter</h2><p>A lot of people day-trade and try to guess how the market might perform day-to-day or even hour-to-hour. Long-term investors buy good companies and hold them for years. That's how the average person can build wealth, and it's a strategy that does not depend on you trying to figure out what Federal Reserve Chairman Jerome Powell's comment or any Fed move means at a micro level.</p><p>Instead, every news report is a piece of a bigger puzzle. Yes, the country's long-term financial health tells you things about how various companies will perform, but isolated data points generally mean very little.</p><p>If we go back to looking at Apple, for example, the company's quarterly earnings reports often show double-digit growth in every category -- and the stock price falls after the report. Sometimes that's because investors expected more or analysts didn't like the outlook management described. But you can't judge companies based on one quarter.</p><p>When you assess an earnings report, you have to compare it with the company's long-term road map. Did Apple, for example, grow service revenue, something the tech giant has been working on for years? Are long-term sales goals being met even if they're not happening in exactly the way the company thought they might?</p><p>For example, when Apple introduces the new iPhone, in September, sales may be front-loaded or people may wait a few weeks, until the holiday season, before they buy. In a broader sense, many customers may wait until their current phone gets paid off. It's a 12-month cycle where the destination, not how you get there, matters.</p><h2>So Much Noise, So Little News</h2><p>It's a 24-hour/7-day-a-week news cycle, and media outlets tied to that wheelĀ can't tell you that what's happening in the moment is one data point of many, not a meaningful, actionable item on its own.</p><p>Higher interest rates, for example, mean higher mortgage rates, which in turn could slow the housing market and bring prices down (or at least slow their growth).</p><p>That's not a simple equation. Cheaper sale prices with higher mortgage rates might increase affordability for buyers but they also slow wealth creation for sellers.</p><p>Both are interesting data points when you look at lots of different stocks, but evaluating a company's prospects is much more about how its management executes a plan while adjusting for economic conditions.</p><p><a href=\"https://laohu8.com/S/PTON\">Peloton</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, for example,Ā have taken very different approaches to the end of the pandemic-driven boom.</p><p>Netflix always talked about how it was pulling growth forward, warning that at some point there would be quarters with slight drops. The company explained how it would get more efficient with its content spending and focus on new areas like video games to drive growth.</p><p>You can believe that strategy will work -- I'm bullish on more focused content spending and I think games are lighting money on fire. But how the company executes on its clearly explained strategy means a lot more to its future than an interest rate move or whether <a href=\"https://laohu8.com/S/DIS\">Disney</a>Ā has an Avengers movie in theaters at this exact moment.</p><p>Peloton, for its part, has never really articulated a plan for a return to growth after the pandemic pushed forward its customer acquisition. Yes, the broader economy matters more to Peloton than it does to Netflix, but you should buy, sell, or ignore the company's stock based on whether you believe in its long-term business plan, not because the cost of financing a bike just got marginally more expensive.</p><p>The media want to keep things simple. That's why the weatherperson tells you it's going to snow, how much may fall, and what the temperature will be, not the underlying science that leads to those things happening.</p><p>It's easy to conflate single data points to stock market moves because when we get data, the market moves, but those moves don't actually speak to long-term performance.</p><p>When you consider investing in a company or selling a stock you own, look at as many data points as you can, and don't make blanket assumptions that higher interest rates or a weaker economy are bad (or good) for that company.</p><p>Remember that charts, numbers, expert opinions, and everything else are tools to help you understand the bigger picture. No one of them is the last word.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Investors Should Ignore the Fed, Interest Rates, and Most 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\">\nWhy Investors Should Ignore the Fed, Interest Rates, and Most News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 08:51 GMT+8 <a href=https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless ...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news\">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":"éē¼ęÆ",".IXIC":"NASDAQ Composite"},"source_url":"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262977847","content_text":"The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless they don't because people expected worse or assume that the news was already priced into the market.It's an inexact science where people make reactionary moves that send markets up or down based on some sort of prevailing wisdom. Basically, people take short-term news and conflate it to have long-term meaning.The media -- of which I have been a member for roughly 30 years -- do not generally help calm the short-term hysteria.People don't get paid to go on cable-news channels to express reasoned long-term opinions. They're supposed to fire off hot takes, which make it seem as if the Fed's rate move or the monthly jobs number has a huge impact on the stock market.In reality, broader economic conditions clearly have an impact on individual stocks, but that's not nearly as simple as people would have you believe.For example, a weakening economy might be worse for Apple because people might be wary of buying expensive new phones. Or the same economy could benefit Apple because consumers will hold back on vacations, new cars, and other expensive purchases and spend on more-affordable luxuries like streaming TV, music, and fitness, or maybe even a new phone, which is a lot cheaper than many vacations.Short-Term Stock Market Moves Don't Much MatterA lot of people day-trade and try to guess how the market might perform day-to-day or even hour-to-hour. Long-term investors buy good companies and hold them for years. That's how the average person can build wealth, and it's a strategy that does not depend on you trying to figure out what Federal Reserve Chairman Jerome Powell's comment or any Fed move means at a micro level.Instead, every news report is a piece of a bigger puzzle. Yes, the country's long-term financial health tells you things about how various companies will perform, but isolated data points generally mean very little.If we go back to looking at Apple, for example, the company's quarterly earnings reports often show double-digit growth in every category -- and the stock price falls after the report. Sometimes that's because investors expected more or analysts didn't like the outlook management described. But you can't judge companies based on one quarter.When you assess an earnings report, you have to compare it with the company's long-term road map. Did Apple, for example, grow service revenue, something the tech giant has been working on for years? Are long-term sales goals being met even if they're not happening in exactly the way the company thought they might?For example, when Apple introduces the new iPhone, in September, sales may be front-loaded or people may wait a few weeks, until the holiday season, before they buy. In a broader sense, many customers may wait until their current phone gets paid off. It's a 12-month cycle where the destination, not how you get there, matters.So Much Noise, So Little NewsIt's a 24-hour/7-day-a-week news cycle, and media outlets tied to that wheelĀ can't tell you that what's happening in the moment is one data point of many, not a meaningful, actionable item on its own.Higher interest rates, for example, mean higher mortgage rates, which in turn could slow the housing market and bring prices down (or at least slow their growth).That's not a simple equation. Cheaper sale prices with higher mortgage rates might increase affordability for buyers but they also slow wealth creation for sellers.Both are interesting data points when you look at lots of different stocks, but evaluating a company's prospects is much more about how its management executes a plan while adjusting for economic conditions.Peloton and Netflix, for example,Ā have taken very different approaches to the end of the pandemic-driven boom.Netflix always talked about how it was pulling growth forward, warning that at some point there would be quarters with slight drops. The company explained how it would get more efficient with its content spending and focus on new areas like video games to drive growth.You can believe that strategy will work -- I'm bullish on more focused content spending and I think games are lighting money on fire. But how the company executes on its clearly explained strategy means a lot more to its future than an interest rate move or whether DisneyĀ has an Avengers movie in theaters at this exact moment.Peloton, for its part, has never really articulated a plan for a return to growth after the pandemic pushed forward its customer acquisition. Yes, the broader economy matters more to Peloton than it does to Netflix, but you should buy, sell, or ignore the company's stock based on whether you believe in its long-term business plan, not because the cost of financing a bike just got marginally more expensive.The media want to keep things simple. That's why the weatherperson tells you it's going to snow, how much may fall, and what the temperature will be, not the underlying science that leads to those things happening.It's easy to conflate single data points to stock market moves because when we get data, the market moves, but those moves don't actually speak to long-term performance.When you consider investing in a company or selling a stock you own, look at as many data points as you can, and don't make blanket assumptions that higher interest rates or a weaker economy are bad (or good) for that company.Remember that charts, numbers, expert opinions, and everything else are tools to help you understand the bigger picture. No one of them is the last word.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996094041,"gmtCreate":1661071637084,"gmtModify":1676536449179,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Don't think so","listText":"Don't think so","text":"Don't think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996094041","repostId":"2260000093","repostType":4,"repost":{"id":"2260000093","pubTimestamp":1661047111,"share":"https://ttm.financial/m/news/2260000093?lang=&edition=fundamental","pubTime":"2022-08-21 09:58","market":"us","language":"en","title":"Will Snowflake Be Worth More Than Alphabet by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260000093","media":"Motley Fool","summary":"Could this high-growth cloud stock become a cloud king?","content":"<html><head></head><body><p><b>Snowflake</b>Ā has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's <b>Berkshire Hathaway </b>and <b>Salesforce</b>.</p><p>Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F696585%2Fdigital-snowflake-circuit.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.</p><p>Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like <b>Alphabet</b>, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.</p><h2>Why is Snowflake growing so quickly?</h2><p>Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.</p><p>In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created "data silos," which reduced their overall efficiency.</p><p>Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and <b>Microsoft</b>'sĀ Power BI. This approach helps companies make better data-driven decisions.</p><h2>What are Snowflake's long-term plans?</h2><p>Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.</p><p>By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.</p><p>Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.</p><p>Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.</p><h2>But Snowflake won't be worth more than Alphabet</h2><p>Snowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.</p><p>But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.</p><p>But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting <b>Amazon</b>, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.</p><p>Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.</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>Will Snowflake Be Worth More Than Alphabet by 2030?</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\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8 <a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SnowflakeĀ has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"SnowflakeĀ has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft'sĀ Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991851113,"gmtCreate":1660811510135,"gmtModify":1676536404067,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Huh","listText":"Huh","text":"Huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991851113","repostId":"1180260182","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902792867,"gmtCreate":1659751588561,"gmtModify":1703750627224,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Hmm?","listText":"Hmm?","text":"Hmm?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902792867","repostId":"1153913928","repostType":4,"repost":{"id":"1153913928","pubTimestamp":1659741524,"share":"https://ttm.financial/m/news/1153913928?lang=&edition=fundamental","pubTime":"2022-08-06 07:18","market":"us","language":"en","title":"S&P 500 Ends Down As Jobs Data Rekindles Rate Hike Fear","url":"https://stock-news.laohu8.com/highlight/detail?id=1153913928","media":"StreetInsider","summary":"TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a s","content":"<html><head></head><body><p>TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive campaign to reign in decades-high inflation.</p><p>Data showed U.S. employers hired far more workers than expected in July, the 19th straight month of payrolls expansion, with the unemployment rate falling to a pre-pandemic low of 3.5%.</p><p>The report added to recent data painting an upbeat picture of the world's largest economy after it contracted in the first half of the year. That deflated investors' expectations that the Fed might let up in its series of rate hikes aimed at cooling the economy.</p><p>"This is all about the Fed. A very strong jobs report like we had puts pressure on the Fed to tighten for longer," said Adam Sarhan, chief executive of 50 Park Investments. "The market is scared the Fed is going to overshoot again. If they tighten too sharply and too long, that's going to cause a hard landing, a deep recession."</p><p>TeslaĀ tumbled 6.6% and weighed heavily on the S&P 500 and Nasdaq. Facebook-owner Meta Platforms lost 2% and Amazon fell 1.2%, also pulling down the index.</p><p>U.S. Treasury yields climbed as odds increased of a 75-basis-point interest rate hike in September. That helped bank stocks, withJPMorganrising 3%, and helping the Dow Jones Industrial Average stay in positive territory.</p><p>Focus now shifts to inflation data due next week, with U.S. annual consumer prices expected to jump by 8.7% in July after a 9.1% rise in June.</p><p>Several policymakers have this week stuck to an aggressive policy tightening stance until they see strong and long-lasting evidence that inflation was trending toward the Fed's 2% goal.</p><p>Surging inflation, the war in Ukraine, Europe's energy crisis and COVID-19 flare-ups in China have rattled investors this year.</p><p>A largely upbeat second-quarterĀ earningsĀ season has helped the S&P 500 bounce back by about 13% from its mid-June lows after a rough first-half performance.</p><p>The S&P 500 declined 0.16% to end the session at 4,145.19 points.</p><p>The Nasdaq declined 0.50% to 12,657.56 points, while the Dow Jones Industrial Average rose 0.23% to 32,803.47 points.</p><p>For the week, the S&P 500 rose 0.4%, the Dow fell 0.1% and the Nasdaq added 2.2%.</p><p>Lyft Inc surged almost 17% after the ride-hailing firm forecast an adjusted operating profit of $1 billion for 2024 after posting record quarterly earnings.</p><p>Advancing issues outnumbered falling ones within the S&P 500 by a 1.3-to-1 ratio.</p><p>The S&P 500 posted four new highs and 30 new lows; the Nasdaq recorded 60 new highs and 38 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.6 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.</p></body></html>","source":"highlight_streetinsider","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>S&P 500 Ends Down As Jobs Data Rekindles Rate Hike Fear</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\">\nS&P 500 Ends Down As Jobs Data Rekindles Rate Hike Fear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 07:18 GMT+8 <a href=https://www.streetinsider.com/ETFs/S%26P+500+ends+down+as+jobs+data+rekindles+rate+hike+fear/20422400.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive ...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/S%26P+500+ends+down+as+jobs+data+rekindles+rate+hike+fear/20422400.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"éē¼ęÆ",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/ETFs/S%26P+500+ends+down+as+jobs+data+rekindles+rate+hike+fear/20422400.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153913928","content_text":"TheS&P500 ended lower on Friday, weighed down by Tesla and other technology-related stocks after a solid jobs report torpedoed recent optimism that the Federal Reserve might let up its aggressive campaign to reign in decades-high inflation.Data showed U.S. employers hired far more workers than expected in July, the 19th straight month of payrolls expansion, with the unemployment rate falling to a pre-pandemic low of 3.5%.The report added to recent data painting an upbeat picture of the world's largest economy after it contracted in the first half of the year. That deflated investors' expectations that the Fed might let up in its series of rate hikes aimed at cooling the economy.\"This is all about the Fed. A very strong jobs report like we had puts pressure on the Fed to tighten for longer,\" said Adam Sarhan, chief executive of 50 Park Investments. \"The market is scared the Fed is going to overshoot again. If they tighten too sharply and too long, that's going to cause a hard landing, a deep recession.\"TeslaĀ tumbled 6.6% and weighed heavily on the S&P 500 and Nasdaq. Facebook-owner Meta Platforms lost 2% and Amazon fell 1.2%, also pulling down the index.U.S. Treasury yields climbed as odds increased of a 75-basis-point interest rate hike in September. That helped bank stocks, withJPMorganrising 3%, and helping the Dow Jones Industrial Average stay in positive territory.Focus now shifts to inflation data due next week, with U.S. annual consumer prices expected to jump by 8.7% in July after a 9.1% rise in June.Several policymakers have this week stuck to an aggressive policy tightening stance until they see strong and long-lasting evidence that inflation was trending toward the Fed's 2% goal.Surging inflation, the war in Ukraine, Europe's energy crisis and COVID-19 flare-ups in China have rattled investors this year.A largely upbeat second-quarterĀ earningsĀ season has helped the S&P 500 bounce back by about 13% from its mid-June lows after a rough first-half performance.The S&P 500 declined 0.16% to end the session at 4,145.19 points.The Nasdaq declined 0.50% to 12,657.56 points, while the Dow Jones Industrial Average rose 0.23% to 32,803.47 points.For the week, the S&P 500 rose 0.4%, the Dow fell 0.1% and the Nasdaq added 2.2%.Lyft Inc surged almost 17% after the ride-hailing firm forecast an adjusted operating profit of $1 billion for 2024 after posting record quarterly earnings.Advancing issues outnumbered falling ones within the S&P 500 by a 1.3-to-1 ratio.The S&P 500 posted four new highs and 30 new lows; the Nasdaq recorded 60 new highs and 38 new lows.Volume on U.S. exchanges was relatively light, with 10.6 billion shares traded, compared to an average of 10.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902841329,"gmtCreate":1659675084563,"gmtModify":1705065631128,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Cool!","listText":"Cool!","text":"Cool!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902841329","repostId":"1199989661","repostType":4,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902067324,"gmtCreate":1659615451271,"gmtModify":1705982181396,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Fly me to the š","listText":"Fly me to the š","text":"Fly me to the š","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902067324","repostId":"2256275479","repostType":4,"repost":{"id":"2256275479","pubTimestamp":1659625409,"share":"https://ttm.financial/m/news/2256275479?lang=&edition=fundamental","pubTime":"2022-08-04 23:03","market":"us","language":"en","title":"Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256275479","media":"Motley Fool","summary":"There are always bargains to be had if you just know where to look.","content":"<html><head></head><body><p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.</p><p>So what did she buy? Wood's exchange-traded funds (ETFs) added to existing stakes in <b>Roku</b>, <b>Shopify</b>, and <b>Teladoc</b>. Let's see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.</p><h2><a href=\"https://laohu8.com/S/ROKU\">Roku</a></h2><p>There's no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.</p><p>Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn't mean its growth streak is over. Roku's revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.</p><p>Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku's unbroken growth streak. Overlooked by investors was the company's average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.</p><p>Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood's decision to buy shares even as the stock slid.</p><h2><a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p>Another stock that's been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.</p><p>Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.</p><p>While online retail growth has hit a speed bump, it's far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.</p><p>As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.</p><h2><a href=\"https://laohu8.com/S/TDOC\">Teladoc</a></h2><p>There's no doubt that the adoption of telehealth has slowed, weighing on Teladoc's stock price in the process, which is now down 76% from its peak reached early last year. That doesn't mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.</p><p>Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.</p><p>The ease and convenience of telemedicine hasn't changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it's doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.</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>Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 23:03 GMT+8 <a href=https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","TDOC":"Teladoc Health Inc.","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256275479","content_text":"Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.So what did she buy? Wood's exchange-traded funds (ETFs) added to existing stakes in Roku, Shopify, and Teladoc. Let's see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.RokuThere's no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn't mean its growth streak is over. Roku's revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku's unbroken growth streak. Overlooked by investors was the company's average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood's decision to buy shares even as the stock slid.ShopifyAnother stock that's been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.While online retail growth has hit a speed bump, it's far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.TeladocThere's no doubt that the adoption of telehealth has slowed, weighing on Teladoc's stock price in the process, which is now down 76% from its peak reached early last year. That doesn't mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.The ease and convenience of telemedicine hasn't changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it's doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880054776,"gmtCreate":1631003057895,"gmtModify":1676530439519,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/880054776","repostId":"1170182199","repostType":4,"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835951644,"gmtCreate":1629684994688,"gmtModify":1676530098076,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Not surprising.","listText":"Not surprising.","text":"Not surprising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835951644","repostId":"2161741461","repostType":4,"repost":{"id":"2161741461","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":1629679172,"share":"https://ttm.financial/m/news/2161741461?lang=&edition=fundamental","pubTime":"2021-08-23 08:39","market":"us","language":"en","title":"Yellen backs reappointing Powell as Fed chair - Bloomberg","url":"https://stock-news.laohu8.com/highlight/detail?id=2161741461","media":"Reuters","summary":"Aug 21 (Reuters) - U.S. Treasury Secretary Janet Yellen has told senior White House advisers she bac","content":"<p>Aug 21 (Reuters) - U.S. Treasury Secretary Janet Yellen has told senior White House advisers she backs reappointing Jerome Powell as U.S. Federal Reserve Chair, whose term expires in February, a Bloomberg News reporter wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></p>\n<p>President Joe Biden has not made a decision and will likely weigh in around Labor Day in early September, the reporter added in the tweet.</p>\n<p>A spokesperson for the U.S. Treasury Department declined to comment. No comment was immediately available from the White House.</p>\n<p>Powell was elevated to Fed chair by President Donald Trump in 2018, replacing then Fed chair Yellen.</p>\n<p>Republican Senator Steve Daines, a member of the Senate Banking Committee, urged Biden in a letter last week to keep Powell at the helm of the Federal Reserve for another four years to build confidence in an improving economy.</p>\n<p>Renominating Powell \"would send a strong signal to households, businesses, and consumers that the head of the Federal Reserve continues to enjoy broad bipartisan support, and will act as necessary to achieve its dual mandate of price stability and maximum employment,\" he wrote.</p>\n<p>After the coronavirus pandemic prompted widespread shutdowns last year, the Powell-led Fed slashed its benchmark overnight interest rate to near zero and began a massive bond-buying effort. That support is credited with heading off a financial crisis and paving the way for a rapid economic rebound.</p>\n<p>A White House official last month said Biden would soon be engaging his senior economic team in \"a careful and thoughtful process\" about Fed appointments.</p>\n<p>Powell has his share of critics, including members of the climate activist group 350.org, who are calling on Biden to nominate a \"climate leader\" to replace Powell and who plan to protest against Powell's leadership during the Fed's annual central banking conference next week in Jackson Hole, Wyoming.</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>Yellen backs reappointing Powell as Fed chair - Bloomberg</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\">\nYellen backs reappointing Powell as Fed chair - Bloomberg\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-23 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Aug 21 (Reuters) - U.S. Treasury Secretary Janet Yellen has told senior White House advisers she backs reappointing Jerome Powell as U.S. Federal Reserve Chair, whose term expires in February, a Bloomberg News reporter wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></p>\n<p>President Joe Biden has not made a decision and will likely weigh in around Labor Day in early September, the reporter added in the tweet.</p>\n<p>A spokesperson for the U.S. Treasury Department declined to comment. No comment was immediately available from the White House.</p>\n<p>Powell was elevated to Fed chair by President Donald Trump in 2018, replacing then Fed chair Yellen.</p>\n<p>Republican Senator Steve Daines, a member of the Senate Banking Committee, urged Biden in a letter last week to keep Powell at the helm of the Federal Reserve for another four years to build confidence in an improving economy.</p>\n<p>Renominating Powell \"would send a strong signal to households, businesses, and consumers that the head of the Federal Reserve continues to enjoy broad bipartisan support, and will act as necessary to achieve its dual mandate of price stability and maximum employment,\" he wrote.</p>\n<p>After the coronavirus pandemic prompted widespread shutdowns last year, the Powell-led Fed slashed its benchmark overnight interest rate to near zero and began a massive bond-buying effort. That support is credited with heading off a financial crisis and paving the way for a rapid economic rebound.</p>\n<p>A White House official last month said Biden would soon be engaging his senior economic team in \"a careful and thoughtful process\" about Fed appointments.</p>\n<p>Powell has his share of critics, including members of the climate activist group 350.org, who are calling on Biden to nominate a \"climate leader\" to replace Powell and who plan to protest against Powell's leadership during the Fed's annual central banking conference next week in Jackson Hole, Wyoming.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"éē¼ęÆ"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161741461","content_text":"Aug 21 (Reuters) - U.S. Treasury Secretary Janet Yellen has told senior White House advisers she backs reappointing Jerome Powell as U.S. Federal Reserve Chair, whose term expires in February, a Bloomberg News reporter wrote on Twitter\nPresident Joe Biden has not made a decision and will likely weigh in around Labor Day in early September, the reporter added in the tweet.\nA spokesperson for the U.S. Treasury Department declined to comment. No comment was immediately available from the White House.\nPowell was elevated to Fed chair by President Donald Trump in 2018, replacing then Fed chair Yellen.\nRepublican Senator Steve Daines, a member of the Senate Banking Committee, urged Biden in a letter last week to keep Powell at the helm of the Federal Reserve for another four years to build confidence in an improving economy.\nRenominating Powell \"would send a strong signal to households, businesses, and consumers that the head of the Federal Reserve continues to enjoy broad bipartisan support, and will act as necessary to achieve its dual mandate of price stability and maximum employment,\" he wrote.\nAfter the coronavirus pandemic prompted widespread shutdowns last year, the Powell-led Fed slashed its benchmark overnight interest rate to near zero and began a massive bond-buying effort. That support is credited with heading off a financial crisis and paving the way for a rapid economic rebound.\nA White House official last month said Biden would soon be engaging his senior economic team in \"a careful and thoughtful process\" about Fed appointments.\nPowell has his share of critics, including members of the climate activist group 350.org, who are calling on Biden to nominate a \"climate leader\" to replace Powell and who plan to protest against Powell's leadership during the Fed's annual central banking conference next week in Jackson Hole, Wyoming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832185800,"gmtCreate":1629598562400,"gmtModify":1676530076124,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571289035051863","idStr":"3571289035051863"},"themes":[],"htmlText":"Cool.","listText":"Cool.","text":"Cool.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832185800","repostId":"2161149745","repostType":4,"repost":{"id":"2161149745","pubTimestamp":1629498960,"share":"https://ttm.financial/m/news/2161149745?lang=&edition=fundamental","pubTime":"2021-08-21 06:36","market":"us","language":"en","title":"Bitcoin rises 5 percent to $49,106","url":"https://stock-news.laohu8.com/highlight/detail?id=2161149745","media":"StreetInsider","summary":"(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous","content":"<p><img src=\"https://static.tigerbbs.com/e0b53399a7d28656bb2d3f7824cf0bea\" tg-width=\"200\" tg-height=\"135\" referrerpolicy=\"no-referrer\"></p>\n<p>(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous close.</p>\n<p>Bitcoin, the world's biggest and best-known cryptocurrency, is up 77.4% from the year's low of $27,734 on Jan. 4.</p>\n<p>Ether, the coin linked to the ethereum blockchain network, rose 3.03% to $3,281.82 on Friday, adding $96.64 to its previous close.</p>\n<p>(Reporting by Radhika Anilkumar in Bengaluru; Editing by Sonya Hepinstall)</p>","source":"highlight_streetinsider","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>Bitcoin rises 5 percent to $49,106</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; 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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\">\nBitcoin rises 5 percent to $49,106\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 06:36 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18847810><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous close.\nBitcoin, the world's biggest and best-known cryptocurrency, is up 77.4% from the year's low ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18847810\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=18847810","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161149745","content_text":"(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous close.\nBitcoin, the world's biggest and best-known cryptocurrency, is up 77.4% from the year's low of $27,734 on Jan. 4.\nEther, the coin linked to the ethereum blockchain network, rose 3.03% to $3,281.82 on Friday, adding $96.64 to its previous close.\n(Reporting by Radhika Anilkumar in Bengaluru; Editing by Sonya Hepinstall)","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":880054776,"gmtCreate":1631003057895,"gmtModify":1676530439519,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/880054776","repostId":"1170182199","repostType":4,"repost":{"id":"1170182199","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":1631002809,"share":"https://ttm.financial/m/news/1170182199?lang=&edition=fundamental","pubTime":"2021-09-07 16:20","market":"us","language":"en","title":"Some Blockchain stocks gained in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182199","media":"Tiger Newspress","summary":"(Sept 7)Ā SomeĀ Blockchain stocks gained in premarket trading.\n\nEl Salvador has become the first sover","content":"<p>(Sept 7) Some Blockchain stocks gained in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/069e91a058a35635a632888d1018dacd\" tg-width=\"278\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p>\n<p>El Salvador has become the first sovereign nation to stack sats (at least publicly so), with President Nayib Bukele a few hours agoannouncing the purchase of 200 bitcoins. One hour ago, Bukeleannounced the purchase of another200 coins (BTC-USD), bringing the total to 400.</p>\n<p>The buys come ahead of Bitcoin officially becoming legal tender in El Salvador tomorrow.</p>\n<p>The price of bitcoin (BTC-USD) added to weekend gains this evening, rising as high as $52.8K. It's currently changing hands at $52.5K.</p>\n<p>It was three months ago (and with the price at $35K) that Bukele made a surprise appearance at Miami's Bitcoin 2020 conferenceto announce plans to make the crypto legal tender in his country.</p>\n<p><img src=\"https://static.tigerbbs.com/422a502c811d4c935a61130fcf4fcbe1\" tg-width=\"1004\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></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>Some Blockchain stocks gained in premarket 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\">\nSome Blockchain stocks gained in premarket 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\">2021-09-07 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 7) Some Blockchain stocks gained in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/069e91a058a35635a632888d1018dacd\" tg-width=\"278\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p>\n<p>El Salvador has become the first sovereign nation to stack sats (at least publicly so), with President Nayib Bukele a few hours agoannouncing the purchase of 200 bitcoins. One hour ago, Bukeleannounced the purchase of another200 coins (BTC-USD), bringing the total to 400.</p>\n<p>The buys come ahead of Bitcoin officially becoming legal tender in El Salvador tomorrow.</p>\n<p>The price of bitcoin (BTC-USD) added to weekend gains this evening, rising as high as $52.8K. It's currently changing hands at $52.5K.</p>\n<p>It was three months ago (and with the price at $35K) that Bukele made a surprise appearance at Miami's Bitcoin 2020 conferenceto announce plans to make the crypto legal tender in his country.</p>\n<p><img src=\"https://static.tigerbbs.com/422a502c811d4c935a61130fcf4fcbe1\" tg-width=\"1004\" tg-height=\"781\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182199","content_text":"(Sept 7)Ā SomeĀ Blockchain stocks gained in premarket trading.\n\nEl Salvador has become the first sovereign nation to stack sats (at least publicly so), with President Nayib Bukele a few hours agoannouncing the purchase of 200 bitcoins. One hour ago, Bukeleannounced the purchase of another200 coins (BTC-USD), bringing the total to 400.\nThe buys come ahead of Bitcoin officially becoming legal tender in El Salvador tomorrow.\nThe price of bitcoin (BTC-USD) added to weekend gains this evening, rising as high as $52.8K. It's currently changing hands at $52.5K.\nIt was three months ago (and with the price at $35K) that Bukele made a surprise appearance at Miami's Bitcoin 2020 conferenceto announce plans to make the crypto legal tender in his country.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902792867,"gmtCreate":1659751588561,"gmtModify":1703750627224,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Hmm?","listText":"Hmm?","text":"Hmm?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902792867","repostId":"1153913928","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832185800,"gmtCreate":1629598562400,"gmtModify":1676530076124,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Cool.","listText":"Cool.","text":"Cool.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832185800","repostId":"2161149745","repostType":4,"repost":{"id":"2161149745","pubTimestamp":1629498960,"share":"https://ttm.financial/m/news/2161149745?lang=&edition=fundamental","pubTime":"2021-08-21 06:36","market":"us","language":"en","title":"Bitcoin rises 5 percent to $49,106","url":"https://stock-news.laohu8.com/highlight/detail?id=2161149745","media":"StreetInsider","summary":"(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous","content":"<p><img src=\"https://static.tigerbbs.com/e0b53399a7d28656bb2d3f7824cf0bea\" tg-width=\"200\" tg-height=\"135\" referrerpolicy=\"no-referrer\"></p>\n<p>(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous close.</p>\n<p>Bitcoin, the world's biggest and best-known cryptocurrency, is up 77.4% from the year's low of $27,734 on Jan. 4.</p>\n<p>Ether, the coin linked to the ethereum blockchain network, rose 3.03% to $3,281.82 on Friday, adding $96.64 to its previous close.</p>\n<p>(Reporting by Radhika Anilkumar in Bengaluru; Editing by Sonya Hepinstall)</p>","source":"highlight_streetinsider","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>Bitcoin rises 5 percent to $49,106</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\">\nBitcoin rises 5 percent to $49,106\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-21 06:36 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18847810><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous close.\nBitcoin, the world's biggest and best-known cryptocurrency, is up 77.4% from the year's low ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18847810\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=18847810","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161149745","content_text":"(Reuters) - Bitcoin rose 5.01 % to $49,106.4 at 22:04 GMT on Friday, adding $2,342.1 to its previous close.\nBitcoin, the world's biggest and best-known cryptocurrency, is up 77.4% from the year's low of $27,734 on Jan. 4.\nEther, the coin linked to the ethereum blockchain network, rose 3.03% to $3,281.82 on Friday, adding $96.64 to its previous close.\n(Reporting by Radhika Anilkumar in Bengaluru; Editing by Sonya Hepinstall)","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996094041,"gmtCreate":1661071637084,"gmtModify":1676536449179,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Don't think so","listText":"Don't think so","text":"Don't think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996094041","repostId":"2260000093","repostType":4,"repost":{"id":"2260000093","pubTimestamp":1661047111,"share":"https://ttm.financial/m/news/2260000093?lang=&edition=fundamental","pubTime":"2022-08-21 09:58","market":"us","language":"en","title":"Will Snowflake Be Worth More Than Alphabet by 2030?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260000093","media":"Motley Fool","summary":"Could this high-growth cloud stock become a cloud king?","content":"<html><head></head><body><p><b>Snowflake</b>Ā has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's <b>Berkshire Hathaway </b>and <b>Salesforce</b>.</p><p>Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F696585%2Fdigital-snowflake-circuit.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.</p><p>Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like <b>Alphabet</b>, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.</p><h2>Why is Snowflake growing so quickly?</h2><p>Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.</p><p>In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created "data silos," which reduced their overall efficiency.</p><p>Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and <b>Microsoft</b>'sĀ Power BI. This approach helps companies make better data-driven decisions.</p><h2>What are Snowflake's long-term plans?</h2><p>Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.</p><p>By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.</p><p>Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.</p><p>Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.</p><h2>But Snowflake won't be worth more than Alphabet</h2><p>Snowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.</p><p>But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.</p><p>But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting <b>Amazon</b>, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.</p><p>Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.</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>Will Snowflake Be Worth More Than Alphabet by 2030?</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\">\nWill Snowflake Be Worth More Than Alphabet by 2030?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:58 GMT+8 <a href=https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SnowflakeĀ has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245....</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/08/20/will-snowflake-be-worth-more-than-alphabet-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260000093","content_text":"SnowflakeĀ has taken investors on a wild ride since its IPO in September 2020. The cloud-based data warehousing company went public at $120 per share, then more than doubled on its first trade to $245. It attracted so much attention for two reasons: It was growing like a weed, and it was backed by Warren Buffett's Berkshire Hathaway and Salesforce.Snowflake's stock eventually soared to an all-time high of $401.85 last November. But today, it trades at around $170 per share. The high-flying stock dropped back to the earth as investors fretted over its slowing growth, lack of profits, and high valuations -- which made it a soft target for the bears while rising interest rates drove investors toward more conservative investments.Image source: Getty Images.Nevertheless, Snowflake is still growing a lot faster than many of its cloud-based peers -- and it expects that growth to continue through the end of the decade.Snowflake is currently worth about $54 billion, so it's still dwarfed by cloud giants like Alphabet, which has a market cap of nearly $1.6 trillion. But could Snowflake continue growing and become even more valuable than Alphabet by the end of the decade? Let's review Snowflake's business model, growth rates, and valuations to decide.Why is Snowflake growing so quickly?Snowflake's revenue rose 174% in fiscal 2020, 124% in fiscal 2021, and 106% to $1.22 billion in fiscal 2022, which ended this January. The secular expansion of the data warehousing market is driving that rapid growth.In the past, large companies often stored their data on various types of software across different computing platforms. That fragmentation created \"data silos,\" which reduced their overall efficiency.Snowflake breaks down those silos and pulls that data into a centralized cloud-based warehouse, where it can be easily accessed by third-party apps and data visualization platforms like Salesforce's Tableau and Microsoft'sĀ Power BI. This approach helps companies make better data-driven decisions.What are Snowflake's long-term plans?Snowflake generated 94% of its revenue from its product segment last year. It expects its product revenue to grow from $1.14 billion in fiscal 2022 to about $10 billion in fiscal 2029, which implies its top line can grow at a compound annual growth rate (CAGR) of 36% over the next seven years.By fiscal 2029, Snowflake expects approximately 1,400 of its customers to generate over $1 million in trailing 12-month product revenues by fiscal 2029, compared to only 184 million-dollar customers in fiscal 2022. It also expects its annual revenues from that high-value cohort to rise from $3.5 million in fiscal 2022 to $5.5 million in fiscal 2029.Snowflake already served 241 of the Fortune 500 companies and 488 of the Global 2000 companies at the end of fiscal 2022, but it expects to gain even more large customers as they upgrade their aging IT infrastructure.Snowflake is still deeply unprofitable. But between fiscal 2022 and 2029, it expects its adjusted gross product margin to expand from 69% to 78% and for its adjusted operating margin to rise from negative 3% to positive 20%. That forecast implies it can maintain its pricing power as it expands.But Snowflake won't be worth more than AlphabetSnowflake still trades at 27 times this year's sales, and it's doubtful it can maintain that frothy price-to-sales ratio if its annual revenue growth slows down to about 30% to 40%. If Snowflake generates $10 billion in revenue by fiscal 2029 -- and its stock is trading at a more reasonable 15 times forward sales -- it would be worth about $150 billion in calendar 2029.But that would still be less than a tenth of Alphabet's current market cap. Furthermore, Alphabet's valuation could also climb much higher by the end of the decade as its core advertising and cloud businesses continue to expand. Simply put, Snowflake won't come close to matching Alphabet's market cap by 2030, even if it checks off all its long-term goals.But investors shouldn't assume Snowflake can achieve those goals. Snowflake's success is already prompting Amazon, Microsoft, and Google to upgrade their own cloud-based data warehousing services -- which are bundled into their market-leading cloud infrastructure platforms. Snowflake also runs its platform on top of Amazon Web Services (AWS), Azure, and Google Cloud -- so it's still ironically paying service fees to its top competitors. If those cloud giants get serious about challenging Snowflake, they could hike their hosting fees while undercutting Snowflake's prices.Snowflake's stock could double or triple by the end of the decade, even as its growth cools off and its valuations decline. However, it's still expensive after its 50% decline this year, and it could continue to underperform many other cloud stocks which are trading at more reasonable valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991851113,"gmtCreate":1660811510135,"gmtModify":1676536404067,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Huh","listText":"Huh","text":"Huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991851113","repostId":"1180260182","repostType":4,"repost":{"id":"1180260182","pubTimestamp":1660810881,"share":"https://ttm.financial/m/news/1180260182?lang=&edition=fundamental","pubTime":"2022-08-18 16:21","market":"us","language":"en","title":"Bed Bath & Beyond: A Hot Mess","url":"https://stock-news.laohu8.com/highlight/detail?id=1180260182","media":"seekingalpha","summary":"SummaryBBBY shares have gone from $5.03 per share (end of July 2022) to as high as $28.60 per share,","content":"<html><head></head><body><h2>Summary</h2><ul><li>BBBY shares have gone from $5.03 per share (end of July 2022) to as high as $28.60 per share, at yesterday's intraday high. The business hasn't changed at all.</li><li>BBBY's business can only be described as a hot mess, posting massive operating losses, including $288 million during Q1 FY 2022.</li><li>BBBY's 3.75% 8/1/2024 bonds traded institutional size, yesterday, in the low $50s. That is a 40% yield to maturity.</li><li>This idea was discussed in more depth with members of my private investing community, Second Wind Capital .</li></ul><p>Ninety-five percent of my bandwidth and ninety-eight percent of my capital are deployed on the long side. Even though it has become a cottage industry to write doom and gloom, the sky is falling articles (short the overall market) type articles, I don't wasteany bandwidth doing it, as it doesn't lead to generating strong returns. And just to be crystal clear, all of the names in my portfolio are small cap value or special situations. Moreover, I'm very much a contrarian and willing to selectively make a bold call - see my recent four-part series on Carvana Co. (CVNA), as these articles were written from June 21, 2022 to July 16, 2022. Lo and behold, all four articles were written when Carvana shares were trading in the low to mid-twenties. And in case you aren't aware, yesterday, CVNA shares closed north of $54.</p><p>That said, when you are playing Liar's Poker, no question there is always an element of timing and the recent market 'melt up' and extraordinary bearishness towards Carvana was the jet fuel that empowered the big leg up. Had the bearishness not been so extreme, as there were so many people that literally thought Carvana was going to file bankruptcy, like in Q3 2022, the stock wouldn't have ever traded so low and wouldn't have made an explosive 137% move higher.</p><p><img src=\"https://static.tigerbbs.com/bcaf92b23fd91dd869f4134c7406f0be\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha (June 29, 2022)</p><p>So with my background out of the way, the reason for the preamble was to avoid the standard mud throwing in the comments section that the author is just a notorious short seller or the conspiracy theories suggesting that the author has a big short position and therefore an agenda to write this negative piece on Bed Bath & Beyond (NASDAQ:BBBY).</p><p>In fact, the only reason I wrote today's article was to point out that BBBY shares had shifted into "ludicrous mode" and are wildly untethered from their intrinsic value.</p><p>And to be clear, and I discussed the topic a bit, with my group in "live chat" yesterday, when BBBY shares were then trading close to $27, I did buy a few BBBY August 26, 2022 $26 puts. This was a very modestly sized bet, at about 60 Bps of portfolio exposure. The reason I sized it so timidly was that the implied volatility was mid-400%, meaning these puts were crazy expensive. Secondly, we are talking about options that expire in less than two weeks. For perspective, again when BBBY shares were trading at close to $27, I had to pay $7.71 per contract, for the right to sell BBBY shares at $26, on August 26th. As I happened to read the poker table well, at least this time, in less than two hours, BBBY shares crashed from $27 to $21, and actually traded as low as $18. So just to be clear, I closed out my puts, for a modest profit (see below), when BBBY shares were then trading in the mid $21s.</p><p><img src=\"https://static.tigerbbs.com/5372afb54fd5d56de4d52daca7bc63a9\" tg-width=\"640\" tg-height=\"46\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Fidelity Closed Positions</p><h2>Why I'm So Bearish On Bed Bath & Beyond Shares In the Mid-Twenties</h2><p>My strongest bearish argument is BBBY's financials are a hot mess. And a hot mess might be a charitable way to describe the state of affairs of this business.</p><p>Bed Bath & Beyond sales have gone from $11.2 billion in the fiscal year ending February 29, 2020 to $7.9 billion in the fiscal year ending February 26, 2022. Operating losses excluding all special restructuring charges were $509 million in FY 2019, $107 million in FY 2020, and $209 million in FY 2021. For perspective, most healthy retailers posted all-time record profits and cash flow from the second half of calendar 2021 to full year 2022.</p><p>Let's not forget, there were three rounds of stimulus, record low unemployment and a surging housing market. During that period, consumer sentiment was very strong, and this was an amazing time to be a retailer. Yet, despite hiring the former CEO of Target (TGT), Mark Tritton, a person who experienced extraordinary success during his tenure at Target, he couldn't fix it.</p><p><img src=\"https://static.tigerbbs.com/d8171d054e8e9a29a7f999d72fb1a8fa\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bed Bath & Beyond 10-K</p><p>In calendar year 2022, as the economy got much more difficult with the highest inflation in 41 years, record gas prices, the lowest consumer sentiment readings ever (as of June 2022), and housing slowing considerably, BBBY operating losses spiraled, in Q1 FY 2022, the period ending May 28, 2022.</p><p>As you can see, sales were down 25%, YoY, during Q1 FY 2022, and operating losses were $288.2 million, excluding impairment and restructuring addbacks.</p><p><img src=\"https://static.tigerbbs.com/ddf259b1c04a3fa4573bfe7a34cef77a\" tg-width=\"640\" tg-height=\"196\" width=\"100%\" height=\"auto\"/></p><p>Turning to the balance sheet, as BBBY spent an inordinate amount of money on buybacks, that is also a hot mess. A once very strong balance has gone from healthy to very bad.</p><p>Merchandise inventory is way too high on a much lower sales base, cash has shrunk down to $108 million and long-term debt is $1.4 billion.</p><p><img src=\"https://static.tigerbbs.com/8f523c8114706eab4afc89e9ddbedab1\" tg-width=\"640\" tg-height=\"294\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BBBY Q1 FY 2022 10-Q</p><p>Lo and behold, as of yesterday, as a proxy for how pessimistic bond investors are towards a business transformation, BBBY's 3.75% 8/1/2024 bonds were trading institutional sizes at $52. This is a two-year piece of paper, trading at close to 50 cents on the dollar, with a 40% year to maturity.</p><p>Outside of a commodity business at the trough of the cycle or a deeply cyclical industrial business, also at or near the trough of its sector cycle, I can't ever recall two-year bonds trading at 50 cents on the dollar where the business goes on to experience a transformation and there was a miraculous recovery. It can and does happen, but very rarely.</p><p><img src=\"https://static.tigerbbs.com/a3d1ba18eada2cd252da966dc34155d0\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Fidelity</p><p>Lo and behold, today, August 17, 2022, as of 5:19 AM, BBBY shares are bid up, currently changing hands at $26.39, up 28%. Keep in mind, the vast majority of online broker platforms don't enable pre-market trading until 7 AM. So who the heck has traded north of 2 million shares or $50 million worth of stock in the wee hours of the morning?</p><p><img src=\"https://static.tigerbbs.com/a3a0e7c0ae57a1e072a70b28cea1d60d\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"/></p><p>Lastly, we all know that BBBY is a highly shorted stock. However, it has been a highly shorted stock for a long time. Coming into the year, by late January 2022, short interest was just as elevated compared to the most recent July 29, 2022 period.</p><p><img src=\"https://static.tigerbbs.com/dee4f556c0f12b4c9a980f31d0528f22\" tg-width=\"640\" tg-height=\"507\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Nasdaq.com</p><p>The difference now is the Ryan Cohen factor combined with this recent market melt-up, over the past six weeks.</p><p>For perspective, shares of BBBY closed the month of July 2022 at $5.03. They traded as high as $28.60, yesterday. The big notable difference is the volume has become ludicrous. There are only 80 million total shares of BBBY outstanding, and yet, yesterday, nearly 5 times the entire share count changed hands.</p><p>Lo and behold, there wasn't some transformative business update, there was simply news that Ryan Cohen bought more January 2023 $60 to $80 call options. And speaking of Ryan Cohen, if Mark Tritton badly failed to transform BBBY, and I mean crash-and-burn type of failure, what is Ryan Cohen going to do? Is BBBY going to roll out a series of bath towel and bath mat NFTs? If you look at the actual business, you have a high cost structure business, with way too many stores, high prices, and a lousy shopping experience. Moreover, no one gets excited about buying bath towels, shower mats, or bedsheets. Not to mention that you're competing against Amazon (AMZN) with its vast selection, lower prices, and the convenience of Amazon Prime.</p><h2>Putting It All Together</h2><p>If you are looking for a signpost that markets are once again becoming psychedelic, look no further than BBBY shares leaping from $5.03 to as high as $28.60, in a span of 15 days. There are zero tangible signs of any business recovery whatsoever; the macro backdrop continues to be rocky, at best, and housing has fallen off. The bond market has yawned at the five-fold increase in BBBY shares and has simply written it off as a short squeeze.</p><p>Despite being a contrarian that was bold enough to write four articles on Carvana, back when CVNA shares were trading in the low- to mid-twenties, I just don't see the business case, or contrarian case for getting long BBBY.</p><p>Either way, I'm looking forward to seeing BBBY roll out bath towel or bath mat NFTs; I'm sure they will fetch big bucks this fall at Sotheby's or Christie's.</p><p>In terms of my recommendation, I think a very modest short position, sized at no more than 2%, at say $25 per share or higher, can make sense. In terms of puts, they are very expensive, so these are only well suited as short-term trading vehicles only. The only scenario under which I would shift my super-bearish outlook, again, and we are talking about BBBY in the context of its current trading price, changing hands in mid-$20s, would be if they did a monster equity raise and earmarked the proceeds for debt repayment. That said, under that scenario, the relative short interest, as a percentage of available float, would decline and the optionality/ingredients for a monster Cat 5 squeeze would diminish.</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>Bed Bath & Beyond: A Hot Mess</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\">\nBed Bath & Beyond: A Hot Mess\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 16:21 GMT+8 <a href=https://seekingalpha.com/article/4535208-bed-bath-and-beyond-a-hot-mess><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBBBY shares have gone from $5.03 per share (end of July 2022) to as high as $28.60 per share, at yesterday's intraday high. The business hasn't changed at all.BBBY's business can only be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535208-bed-bath-and-beyond-a-hot-mess\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3Bå®¶å± "},"source_url":"https://seekingalpha.com/article/4535208-bed-bath-and-beyond-a-hot-mess","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1180260182","content_text":"SummaryBBBY shares have gone from $5.03 per share (end of July 2022) to as high as $28.60 per share, at yesterday's intraday high. The business hasn't changed at all.BBBY's business can only be described as a hot mess, posting massive operating losses, including $288 million during Q1 FY 2022.BBBY's 3.75% 8/1/2024 bonds traded institutional size, yesterday, in the low $50s. That is a 40% yield to maturity.This idea was discussed in more depth with members of my private investing community, Second Wind Capital .Ninety-five percent of my bandwidth and ninety-eight percent of my capital are deployed on the long side. Even though it has become a cottage industry to write doom and gloom, the sky is falling articles (short the overall market) type articles, I don't wasteany bandwidth doing it, as it doesn't lead to generating strong returns. And just to be crystal clear, all of the names in my portfolio are small cap value or special situations. Moreover, I'm very much a contrarian and willing to selectively make a bold call - see my recent four-part series on Carvana Co. (CVNA), as these articles were written from June 21, 2022 to July 16, 2022. Lo and behold, all four articles were written when Carvana shares were trading in the low to mid-twenties. And in case you aren't aware, yesterday, CVNA shares closed north of $54.That said, when you are playing Liar's Poker, no question there is always an element of timing and the recent market 'melt up' and extraordinary bearishness towards Carvana was the jet fuel that empowered the big leg up. Had the bearishness not been so extreme, as there were so many people that literally thought Carvana was going to file bankruptcy, like in Q3 2022, the stock wouldn't have ever traded so low and wouldn't have made an explosive 137% move higher.Seeking Alpha (June 29, 2022)So with my background out of the way, the reason for the preamble was to avoid the standard mud throwing in the comments section that the author is just a notorious short seller or the conspiracy theories suggesting that the author has a big short position and therefore an agenda to write this negative piece on Bed Bath & Beyond (NASDAQ:BBBY).In fact, the only reason I wrote today's article was to point out that BBBY shares had shifted into \"ludicrous mode\" and are wildly untethered from their intrinsic value.And to be clear, and I discussed the topic a bit, with my group in \"live chat\" yesterday, when BBBY shares were then trading close to $27, I did buy a few BBBY August 26, 2022 $26 puts. This was a very modestly sized bet, at about 60 Bps of portfolio exposure. The reason I sized it so timidly was that the implied volatility was mid-400%, meaning these puts were crazy expensive. Secondly, we are talking about options that expire in less than two weeks. For perspective, again when BBBY shares were trading at close to $27, I had to pay $7.71 per contract, for the right to sell BBBY shares at $26, on August 26th. As I happened to read the poker table well, at least this time, in less than two hours, BBBY shares crashed from $27 to $21, and actually traded as low as $18. So just to be clear, I closed out my puts, for a modest profit (see below), when BBBY shares were then trading in the mid $21s.Fidelity Closed PositionsWhy I'm So Bearish On Bed Bath & Beyond Shares In the Mid-TwentiesMy strongest bearish argument is BBBY's financials are a hot mess. And a hot mess might be a charitable way to describe the state of affairs of this business.Bed Bath & Beyond sales have gone from $11.2 billion in the fiscal year ending February 29, 2020 to $7.9 billion in the fiscal year ending February 26, 2022. Operating losses excluding all special restructuring charges were $509 million in FY 2019, $107 million in FY 2020, and $209 million in FY 2021. For perspective, most healthy retailers posted all-time record profits and cash flow from the second half of calendar 2021 to full year 2022.Let's not forget, there were three rounds of stimulus, record low unemployment and a surging housing market. During that period, consumer sentiment was very strong, and this was an amazing time to be a retailer. Yet, despite hiring the former CEO of Target (TGT), Mark Tritton, a person who experienced extraordinary success during his tenure at Target, he couldn't fix it.Bed Bath & Beyond 10-KIn calendar year 2022, as the economy got much more difficult with the highest inflation in 41 years, record gas prices, the lowest consumer sentiment readings ever (as of June 2022), and housing slowing considerably, BBBY operating losses spiraled, in Q1 FY 2022, the period ending May 28, 2022.As you can see, sales were down 25%, YoY, during Q1 FY 2022, and operating losses were $288.2 million, excluding impairment and restructuring addbacks.Turning to the balance sheet, as BBBY spent an inordinate amount of money on buybacks, that is also a hot mess. A once very strong balance has gone from healthy to very bad.Merchandise inventory is way too high on a much lower sales base, cash has shrunk down to $108 million and long-term debt is $1.4 billion.BBBY Q1 FY 2022 10-QLo and behold, as of yesterday, as a proxy for how pessimistic bond investors are towards a business transformation, BBBY's 3.75% 8/1/2024 bonds were trading institutional sizes at $52. This is a two-year piece of paper, trading at close to 50 cents on the dollar, with a 40% year to maturity.Outside of a commodity business at the trough of the cycle or a deeply cyclical industrial business, also at or near the trough of its sector cycle, I can't ever recall two-year bonds trading at 50 cents on the dollar where the business goes on to experience a transformation and there was a miraculous recovery. It can and does happen, but very rarely.FidelityLo and behold, today, August 17, 2022, as of 5:19 AM, BBBY shares are bid up, currently changing hands at $26.39, up 28%. Keep in mind, the vast majority of online broker platforms don't enable pre-market trading until 7 AM. So who the heck has traded north of 2 million shares or $50 million worth of stock in the wee hours of the morning?Lastly, we all know that BBBY is a highly shorted stock. However, it has been a highly shorted stock for a long time. Coming into the year, by late January 2022, short interest was just as elevated compared to the most recent July 29, 2022 period.Nasdaq.comThe difference now is the Ryan Cohen factor combined with this recent market melt-up, over the past six weeks.For perspective, shares of BBBY closed the month of July 2022 at $5.03. They traded as high as $28.60, yesterday. The big notable difference is the volume has become ludicrous. There are only 80 million total shares of BBBY outstanding, and yet, yesterday, nearly 5 times the entire share count changed hands.Lo and behold, there wasn't some transformative business update, there was simply news that Ryan Cohen bought more January 2023 $60 to $80 call options. And speaking of Ryan Cohen, if Mark Tritton badly failed to transform BBBY, and I mean crash-and-burn type of failure, what is Ryan Cohen going to do? Is BBBY going to roll out a series of bath towel and bath mat NFTs? If you look at the actual business, you have a high cost structure business, with way too many stores, high prices, and a lousy shopping experience. Moreover, no one gets excited about buying bath towels, shower mats, or bedsheets. Not to mention that you're competing against Amazon (AMZN) with its vast selection, lower prices, and the convenience of Amazon Prime.Putting It All TogetherIf you are looking for a signpost that markets are once again becoming psychedelic, look no further than BBBY shares leaping from $5.03 to as high as $28.60, in a span of 15 days. There are zero tangible signs of any business recovery whatsoever; the macro backdrop continues to be rocky, at best, and housing has fallen off. The bond market has yawned at the five-fold increase in BBBY shares and has simply written it off as a short squeeze.Despite being a contrarian that was bold enough to write four articles on Carvana, back when CVNA shares were trading in the low- to mid-twenties, I just don't see the business case, or contrarian case for getting long BBBY.Either way, I'm looking forward to seeing BBBY roll out bath towel or bath mat NFTs; I'm sure they will fetch big bucks this fall at Sotheby's or Christie's.In terms of my recommendation, I think a very modest short position, sized at no more than 2%, at say $25 per share or higher, can make sense. In terms of puts, they are very expensive, so these are only well suited as short-term trading vehicles only. The only scenario under which I would shift my super-bearish outlook, again, and we are talking about BBBY in the context of its current trading price, changing hands in mid-$20s, would be if they did a monster equity raise and earmarked the proceeds for debt repayment. That said, under that scenario, the relative short interest, as a percentage of available float, would decline and the optionality/ingredients for a monster Cat 5 squeeze would diminish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902067324,"gmtCreate":1659615451271,"gmtModify":1705982181396,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Fly me to the š","listText":"Fly me to the š","text":"Fly me to the š","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902067324","repostId":"2256275479","repostType":4,"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902841329,"gmtCreate":1659675084563,"gmtModify":1705065631128,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Cool!","listText":"Cool!","text":"Cool!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902841329","repostId":"1199989661","repostType":4,"repost":{"id":"1199989661","pubTimestamp":1659671359,"share":"https://ttm.financial/m/news/1199989661?lang=&edition=fundamental","pubTime":"2022-08-05 11:49","market":"sg","language":"en","title":"DBS Reports Second-Highest Net Profit on Record: 5 Highlights from the Bankās Latest Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1199989661","media":"The Smart Investor","summary":"DBS Group(SGX: D05) is the last of the big three local banks to report its fiscal 2022 first half (1","content":"<html><head></head><body><p><b>DBS Group</b>(SGX: D05) is the last of the big three local banks to report its fiscal 2022 first half (1H2022) earnings.</p><p>Last week,Ā <b>United Overseas Bank Ltd</b>(SGX: U11)reportedĀ a net profit of S$2 billion for 1H2022 while peerĀ <b>OCBC Ltd</b>(SGX: O39) announced aĀ record net profitĀ of S$2.8 billion for the same period.</p><p>DBS reported a mixed quarter as better net interest income was offset by lower overall fee income.</p><p>Despite this, its second quarter (2Q2022) net profit hit S$1.82 billion, its second-highest on record.</p><p>Here are five interesting highlights from Singaporeās largest bank.</p><p><b>1. A mixed report card</b></p><p>For 2Q2022, the bank saw its net interest income rise 17% year on year to S$2.45 billion fromĀ higher interest ratesĀ and a stronger loan book.</p><p>Net interest income was also 12% higher than the previous quarterās S$2.19 billion.</p><p>However, net fee and commission income fell by 12% year on year to S$768 million while other non-interest income declined by 10% year on year.</p><p>Overall, total income still rose 6% year on year to S$3.8 billion, and profit before allowances crept up 4% year on year to S$2.1 billion as expenses increased by 7% year on year.</p><p>Net profit grew 7% year on year to S$1.8 billion, and annualised return on equity for the lender stood at 13.4%, up from 12.7% in 2Q2021.</p><p>For 1H2022, total income inched up just 1% year on year to S$7.5 billion, but profit before allowances saw a slight 2% year on year dip due to higher expenses.</p><p>Net profit slid 3% year on year to S$3.6 billion from the record-high chalked up in 1H2021.</p><p><b>2. Improved NIMs</b></p><p>DBS finally saw its net interest margin (NIM) rise after three consecutive years of decline.</p><p>For context, 1Q2022 saw NIM inching up to 1.46% from the low of 1.45% in the previous quarter.</p><p>The momentum accelerated in 2Q2022 with NIM clocking in at 1.58%, up 0.12 percentage points.</p><p>As a whole, for 1H2022, NIM stood at 1.52%, up from 1.47% a year ago.</p><p>CEO Piyush Gupta has reported a sanguine outlook as interest rate increases translate to earnings upside in future quarters.</p><p>For every 0.01 percentage point rise in interest rates, DBS will see a net interest income uplift of approximately S$18 million to S$20 million.</p><p>The good news is that Julyās NIM is above 1.8%, pointing to further upside for the lenderās net interest income.</p><p><b>3. A stronger loan book with lower provisions</b></p><p>Customer loans grew 7% year on year in 1H2022 from S$396 billion to S$424.5 billion.</p><p>The increase was contributed by non-trade corporate loans and trade loans.</p><p>DBSās guidance for loan growth for 2022 has been maintained at a mid-single-digit percentage, with the bankās base case assumption thatĀ inflationĀ will be tempered and that there will only be a mildĀ recession.</p><p>Meanwhile, for 2Q2022, provisions declined by 42% year on year to S$46 million and the non-performing loans (NPL) ratio remained stable at 1.3% as new NPLs stayed low.</p><p>Specific allowances stood at just 0.11% of total loans for 1H2022, down from 0.18% for 1H2021.</p><p><b>4. A bout of weakness for fee income</b></p><p>Fee income, though, encountered a bout of weakness during the quarter due to volatile market conditions.</p><p>Gross fee income declined 10.3% year on year to S$917 million for 2Q2022, led by a fall in wealth management fees and to a lesser extent, investment banking fees.</p><p>The latter dipped from S$49 million to S$30 million while the former fell by 17.4% year on year to S$337 million.</p><p>Card fees, however, mitigated the overall decline with an 8.6% year on year rise to S$203 million as consumers spent more with the reopening of borders.</p><p>Despite the weakness, DBS believes that fee income is likely to have bottomed in 2Q2022 and should head up in future periods.</p><p><b>5. A slightly higher interim dividend</b></p><p>DBS has upped its interim dividend by 9.1% year on year to S$0.36 for 2Q2022.</p><p>For 1H2022, the total dividend comes up to S$0.72, with the trailing 12-month dividend coming in at S$1.41.</p><p>The bankās shares offer a trailing dividend yield of 4.4%.</p><p><b>Get Smart: Better days are ahead</b></p><p>DBS has posted an encouraging outlook ā it not only expects full-year loan growth but also believes fee income may have bottomed in 2Q2022.</p><p>The lenderās cost-to-income ratio is also set to improve towards 40% (2Q2022: 43.7%).</p><p>With July NIM already at 1.8% and the prospects of the US Federal Reserve hiking rates further, DBS should enjoy a strong net interest income uplift in future quarters.</p><p>The bank did caution that aggressive rate hikes may lead to a significant Asian slowdown while China also presents risks to its growth.</p><p>Investors need to be mindful of these risks but should feel confident that DBS can weather them successfully.</p></body></html>","source":"lsy1602567310727","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>DBS Reports Second-Highest Net Profit on Record: 5 Highlights from the Bankās Latest Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDBS Reports Second-Highest Net Profit on Record: 5 Highlights from the Bankās Latest Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 11:49 GMT+8 <a href=https://thesmartinvestor.com.sg/dbs-reports-second-highest-net-profit-on-record-5-highlights-from-the-banks-latest-earnings-2/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DBS Group(SGX: D05) is the last of the big three local banks to report its fiscal 2022 first half (1H2022) earnings.Last week,Ā United Overseas Bank Ltd(SGX: U11)reportedĀ a net profit of S$2 billion ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-reports-second-highest-net-profit-on-record-5-highlights-from-the-banks-latest-earnings-2/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"ęå±éå¢ę§č”"},"source_url":"https://thesmartinvestor.com.sg/dbs-reports-second-highest-net-profit-on-record-5-highlights-from-the-banks-latest-earnings-2/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199989661","content_text":"DBS Group(SGX: D05) is the last of the big three local banks to report its fiscal 2022 first half (1H2022) earnings.Last week,Ā United Overseas Bank Ltd(SGX: U11)reportedĀ a net profit of S$2 billion for 1H2022 while peerĀ OCBC Ltd(SGX: O39) announced aĀ record net profitĀ of S$2.8 billion for the same period.DBS reported a mixed quarter as better net interest income was offset by lower overall fee income.Despite this, its second quarter (2Q2022) net profit hit S$1.82 billion, its second-highest on record.Here are five interesting highlights from Singaporeās largest bank.1. A mixed report cardFor 2Q2022, the bank saw its net interest income rise 17% year on year to S$2.45 billion fromĀ higher interest ratesĀ and a stronger loan book.Net interest income was also 12% higher than the previous quarterās S$2.19 billion.However, net fee and commission income fell by 12% year on year to S$768 million while other non-interest income declined by 10% year on year.Overall, total income still rose 6% year on year to S$3.8 billion, and profit before allowances crept up 4% year on year to S$2.1 billion as expenses increased by 7% year on year.Net profit grew 7% year on year to S$1.8 billion, and annualised return on equity for the lender stood at 13.4%, up from 12.7% in 2Q2021.For 1H2022, total income inched up just 1% year on year to S$7.5 billion, but profit before allowances saw a slight 2% year on year dip due to higher expenses.Net profit slid 3% year on year to S$3.6 billion from the record-high chalked up in 1H2021.2. Improved NIMsDBS finally saw its net interest margin (NIM) rise after three consecutive years of decline.For context, 1Q2022 saw NIM inching up to 1.46% from the low of 1.45% in the previous quarter.The momentum accelerated in 2Q2022 with NIM clocking in at 1.58%, up 0.12 percentage points.As a whole, for 1H2022, NIM stood at 1.52%, up from 1.47% a year ago.CEO Piyush Gupta has reported a sanguine outlook as interest rate increases translate to earnings upside in future quarters.For every 0.01 percentage point rise in interest rates, DBS will see a net interest income uplift of approximately S$18 million to S$20 million.The good news is that Julyās NIM is above 1.8%, pointing to further upside for the lenderās net interest income.3. A stronger loan book with lower provisionsCustomer loans grew 7% year on year in 1H2022 from S$396 billion to S$424.5 billion.The increase was contributed by non-trade corporate loans and trade loans.DBSās guidance for loan growth for 2022 has been maintained at a mid-single-digit percentage, with the bankās base case assumption thatĀ inflationĀ will be tempered and that there will only be a mildĀ recession.Meanwhile, for 2Q2022, provisions declined by 42% year on year to S$46 million and the non-performing loans (NPL) ratio remained stable at 1.3% as new NPLs stayed low.Specific allowances stood at just 0.11% of total loans for 1H2022, down from 0.18% for 1H2021.4. A bout of weakness for fee incomeFee income, though, encountered a bout of weakness during the quarter due to volatile market conditions.Gross fee income declined 10.3% year on year to S$917 million for 2Q2022, led by a fall in wealth management fees and to a lesser extent, investment banking fees.The latter dipped from S$49 million to S$30 million while the former fell by 17.4% year on year to S$337 million.Card fees, however, mitigated the overall decline with an 8.6% year on year rise to S$203 million as consumers spent more with the reopening of borders.Despite the weakness, DBS believes that fee income is likely to have bottomed in 2Q2022 and should head up in future periods.5. A slightly higher interim dividendDBS has upped its interim dividend by 9.1% year on year to S$0.36 for 2Q2022.For 1H2022, the total dividend comes up to S$0.72, with the trailing 12-month dividend coming in at S$1.41.The bankās shares offer a trailing dividend yield of 4.4%.Get Smart: Better days are aheadDBS has posted an encouraging outlook ā it not only expects full-year loan growth but also believes fee income may have bottomed in 2Q2022.The lenderās cost-to-income ratio is also set to improve towards 40% (2Q2022: 43.7%).With July NIM already at 1.8% and the prospects of the US Federal Reserve hiking rates further, DBS should enjoy a strong net interest income uplift in future quarters.The bank did caution that aggressive rate hikes may lead to a significant Asian slowdown while China also presents risks to its growth.Investors need to be mindful of these risks but should feel confident that DBS can weather them successfully.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835951644,"gmtCreate":1629684994688,"gmtModify":1676530098076,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Not surprising.","listText":"Not surprising.","text":"Not surprising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835951644","repostId":"2161741461","repostType":4,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994452109,"gmtCreate":1661678845603,"gmtModify":1676536560356,"author":{"id":"3571289035051863","authorId":"3571289035051863","name":"Thiagos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571289035051863","authorIdStr":"3571289035051863"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994452109","repostId":"2262977847","repostType":4,"repost":{"id":"2262977847","pubTimestamp":1661561509,"share":"https://ttm.financial/m/news/2262977847?lang=&edition=fundamental","pubTime":"2022-08-27 08:51","market":"us","language":"en","title":"Why Investors Should Ignore the Fed, Interest Rates, and Most News","url":"https://stock-news.laohu8.com/highlight/detail?id=2262977847","media":"TheStreet","summary":"The stock market often makes big moves based on short-term news. When Jerome Powell mentions that in","content":"<html><head></head><body><p>The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless they don't because people expected worse or assume that the news was already priced into the market.</p><p>It's an inexact science where people make reactionary moves that send markets up or down based on some sort of prevailing wisdom. Basically, people take short-term news and conflate it to have long-term meaning.</p><p>The media -- of which I have been a member for roughly 30 years -- do not generally help calm the short-term hysteria.</p><p>People don't get paid to go on cable-news channels to express<b> </b>reasoned long-term opinions. They're supposed to fire off hot takes, which make it seem as if the Fed's rate move or the monthly jobs number has a huge<b> </b>impact on the stock market.</p><p>In reality, broader economic conditions clearly have an impact on individual stocks, but that's not nearly as simple as people would have you believe.</p><p>For example, a weakening economy might be worse for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> because people might be wary of buying expensive new phones. Or the same economy could benefit Apple because consumers will hold back on vacations, new cars, and other expensive purchases and spend on more-affordable luxuries like streaming TV, music, and fitness, or maybe even a new phone, which is a lot cheaper than many vacations.</p><h2>Short-Term Stock Market Moves Don't Much Matter</h2><p>A lot of people day-trade and try to guess how the market might perform day-to-day or even hour-to-hour. Long-term investors buy good companies and hold them for years. That's how the average person can build wealth, and it's a strategy that does not depend on you trying to figure out what Federal Reserve Chairman Jerome Powell's comment or any Fed move means at a micro level.</p><p>Instead, every news report is a piece of a bigger puzzle. Yes, the country's long-term financial health tells you things about how various companies will perform, but isolated data points generally mean very little.</p><p>If we go back to looking at Apple, for example, the company's quarterly earnings reports often show double-digit growth in every category -- and the stock price falls after the report. Sometimes that's because investors expected more or analysts didn't like the outlook management described. But you can't judge companies based on one quarter.</p><p>When you assess an earnings report, you have to compare it with the company's long-term road map. Did Apple, for example, grow service revenue, something the tech giant has been working on for years? Are long-term sales goals being met even if they're not happening in exactly the way the company thought they might?</p><p>For example, when Apple introduces the new iPhone, in September, sales may be front-loaded or people may wait a few weeks, until the holiday season, before they buy. In a broader sense, many customers may wait until their current phone gets paid off. It's a 12-month cycle where the destination, not how you get there, matters.</p><h2>So Much Noise, So Little News</h2><p>It's a 24-hour/7-day-a-week news cycle, and media outlets tied to that wheelĀ can't tell you that what's happening in the moment is one data point of many, not a meaningful, actionable item on its own.</p><p>Higher interest rates, for example, mean higher mortgage rates, which in turn could slow the housing market and bring prices down (or at least slow their growth).</p><p>That's not a simple equation. Cheaper sale prices with higher mortgage rates might increase affordability for buyers but they also slow wealth creation for sellers.</p><p>Both are interesting data points when you look at lots of different stocks, but evaluating a company's prospects is much more about how its management executes a plan while adjusting for economic conditions.</p><p><a href=\"https://laohu8.com/S/PTON\">Peloton</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, for example,Ā have taken very different approaches to the end of the pandemic-driven boom.</p><p>Netflix always talked about how it was pulling growth forward, warning that at some point there would be quarters with slight drops. The company explained how it would get more efficient with its content spending and focus on new areas like video games to drive growth.</p><p>You can believe that strategy will work -- I'm bullish on more focused content spending and I think games are lighting money on fire. But how the company executes on its clearly explained strategy means a lot more to its future than an interest rate move or whether <a href=\"https://laohu8.com/S/DIS\">Disney</a>Ā has an Avengers movie in theaters at this exact moment.</p><p>Peloton, for its part, has never really articulated a plan for a return to growth after the pandemic pushed forward its customer acquisition. Yes, the broader economy matters more to Peloton than it does to Netflix, but you should buy, sell, or ignore the company's stock based on whether you believe in its long-term business plan, not because the cost of financing a bike just got marginally more expensive.</p><p>The media want to keep things simple. That's why the weatherperson tells you it's going to snow, how much may fall, and what the temperature will be, not the underlying science that leads to those things happening.</p><p>It's easy to conflate single data points to stock market moves because when we get data, the market moves, but those moves don't actually speak to long-term performance.</p><p>When you consider investing in a company or selling a stock you own, look at as many data points as you can, and don't make blanket assumptions that higher interest rates or a weaker economy are bad (or good) for that company.</p><p>Remember that charts, numbers, expert opinions, and everything else are tools to help you understand the bigger picture. No one of them is the last word.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Investors Should Ignore the Fed, Interest Rates, and Most 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\">\nWhy Investors Should Ignore the Fed, Interest Rates, and Most News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 08:51 GMT+8 <a href=https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless ...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news\">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":"éē¼ęÆ",".IXIC":"NASDAQ Composite"},"source_url":"https://www.thestreet.com/investing/why-investors-should-ignore-the-fed-interest-rates-and-most-news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262977847","content_text":"The stock market often makes big moves based on short-term news. When Jerome Powell mentions that interest rates may continue to rise to combat inflation, the Dow and Nasdaq generally drop -- unless they don't because people expected worse or assume that the news was already priced into the market.It's an inexact science where people make reactionary moves that send markets up or down based on some sort of prevailing wisdom. Basically, people take short-term news and conflate it to have long-term meaning.The media -- of which I have been a member for roughly 30 years -- do not generally help calm the short-term hysteria.People don't get paid to go on cable-news channels to express reasoned long-term opinions. They're supposed to fire off hot takes, which make it seem as if the Fed's rate move or the monthly jobs number has a huge impact on the stock market.In reality, broader economic conditions clearly have an impact on individual stocks, but that's not nearly as simple as people would have you believe.For example, a weakening economy might be worse for Apple because people might be wary of buying expensive new phones. Or the same economy could benefit Apple because consumers will hold back on vacations, new cars, and other expensive purchases and spend on more-affordable luxuries like streaming TV, music, and fitness, or maybe even a new phone, which is a lot cheaper than many vacations.Short-Term Stock Market Moves Don't Much MatterA lot of people day-trade and try to guess how the market might perform day-to-day or even hour-to-hour. Long-term investors buy good companies and hold them for years. That's how the average person can build wealth, and it's a strategy that does not depend on you trying to figure out what Federal Reserve Chairman Jerome Powell's comment or any Fed move means at a micro level.Instead, every news report is a piece of a bigger puzzle. Yes, the country's long-term financial health tells you things about how various companies will perform, but isolated data points generally mean very little.If we go back to looking at Apple, for example, the company's quarterly earnings reports often show double-digit growth in every category -- and the stock price falls after the report. Sometimes that's because investors expected more or analysts didn't like the outlook management described. But you can't judge companies based on one quarter.When you assess an earnings report, you have to compare it with the company's long-term road map. Did Apple, for example, grow service revenue, something the tech giant has been working on for years? Are long-term sales goals being met even if they're not happening in exactly the way the company thought they might?For example, when Apple introduces the new iPhone, in September, sales may be front-loaded or people may wait a few weeks, until the holiday season, before they buy. In a broader sense, many customers may wait until their current phone gets paid off. It's a 12-month cycle where the destination, not how you get there, matters.So Much Noise, So Little NewsIt's a 24-hour/7-day-a-week news cycle, and media outlets tied to that wheelĀ can't tell you that what's happening in the moment is one data point of many, not a meaningful, actionable item on its own.Higher interest rates, for example, mean higher mortgage rates, which in turn could slow the housing market and bring prices down (or at least slow their growth).That's not a simple equation. Cheaper sale prices with higher mortgage rates might increase affordability for buyers but they also slow wealth creation for sellers.Both are interesting data points when you look at lots of different stocks, but evaluating a company's prospects is much more about how its management executes a plan while adjusting for economic conditions.Peloton and Netflix, for example,Ā have taken very different approaches to the end of the pandemic-driven boom.Netflix always talked about how it was pulling growth forward, warning that at some point there would be quarters with slight drops. The company explained how it would get more efficient with its content spending and focus on new areas like video games to drive growth.You can believe that strategy will work -- I'm bullish on more focused content spending and I think games are lighting money on fire. But how the company executes on its clearly explained strategy means a lot more to its future than an interest rate move or whether DisneyĀ has an Avengers movie in theaters at this exact moment.Peloton, for its part, has never really articulated a plan for a return to growth after the pandemic pushed forward its customer acquisition. Yes, the broader economy matters more to Peloton than it does to Netflix, but you should buy, sell, or ignore the company's stock based on whether you believe in its long-term business plan, not because the cost of financing a bike just got marginally more expensive.The media want to keep things simple. That's why the weatherperson tells you it's going to snow, how much may fall, and what the temperature will be, not the underlying science that leads to those things happening.It's easy to conflate single data points to stock market moves because when we get data, the market moves, but those moves don't actually speak to long-term performance.When you consider investing in a company or selling a stock you own, look at as many data points as you can, and don't make blanket assumptions that higher interest rates or a weaker economy are bad (or good) for that company.Remember that charts, numbers, expert opinions, and everything else are tools to help you understand the bigger picture. No one of them is the last word.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}