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2021-06-20

Feature me please

2021-06-05

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Shopify Is An Expensive Stock That Keeps Delivering The Goods

2021-05-27

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Cathie Wood Loads Up Another $292K In SpaceX

2021-05-24

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2021-05-10

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What ARK Invest CEO Cathie Wood Thinks Of Apple Stock

2021-05-10

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The New IBM Chip Just Got a Boost from Biden Bill

2021-05-10

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Weibo EPS beats by $0.09, beats on revenue; provides outlook

2021-05-10

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The New IBM Chip Just Got a Boost from Biden Bill

2021-05-05

$Asia Broadband, Inc.(AABB)$Where is the dividend?

2021-04-22

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Why Welbilt Stock Jumped Over 30% Today

2021-04-22

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Is Square the Long-Term Stock for You?

2021-04-19

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What Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?

2021-04-19

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me please&nbsp;","listText":"Feature me please&nbsp;","text":"Feature me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165200245","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112085113,"gmtCreate":1622824975232,"gmtModify":1704192052343,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112085113","repostId":"1167651093","repostType":4,"repost":{"id":"1167651093","kind":"news","pubTimestamp":1622820402,"share":"https://ttm.financial/m/news/1167651093?lang=&edition=fundamental","pubTime":"2021-06-04 23:26","market":"us","language":"en","title":"Shopify Is An Expensive Stock That Keeps Delivering The Goods","url":"https://stock-news.laohu8.com/highlight/detail?id=1167651093","media":"seekingalpha","summary":"Summary\n\nShopify has consistently delivered for long-term investors who have kept faith with the com","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shopify has consistently delivered for long-term investors who have kept faith with the company despite its high valuations.</li>\n <li>The company has multiple growth drivers in Payments, and International markets to further drive its growth story.</li>\n <li>Its technical picture also shows a stock that has always been strongly supported along its long-term uptrend.</li>\n <li>I attempt to discuss the key aspects of its operating performances and why investors should also focus on international expansion as a key aspect of e-commerce growth.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52317e0f54753da09429856ece6bc6b5\" tg-width=\"768\" tg-height=\"512\"><span>Photo by JHVEPhoto/iStock Editorial via Getty ImagesInvestment Thesis</span></p>\n<p>Shopify (SHOP) is one of the most hotly debated e-commerce stocks because of its explosive revenue growth rates and its high valuations. The company continues to demonstrate both stellar topline and bottomline growth while also improving its cash flow margins. The management’s ability to monetize its merchants through Shopify Payments and its suite of merchant solutions is a masterstroke that shows the capability of the management to be able to continue executing its high growth strategies with aplomb moving forward. Despite its relatively high valuation levels, it also remains a very strong stock from the technical point of view, so bullish investors may consider adding it at the next dip.</p>\n<p><b>Shopify: Defying Amazon’s Valuation Logic</b></p>\n<p>Shopify’s critics have often questioned the logic of investing in Shopify when you can invest in Amazon (AMZN) for a fraction of its expensive valuation. Yet, investors in SHOP continue to defy “common valuation logic” by pointing to Shopify’s incredible growth rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2dcffad535b32122075c2b0af38ff14\" tg-width=\"1280\" tg-height=\"818\"><span>SHOP and AMZN LTM Revenue Growth Trend. Data Source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d799fb8dc581602cf953723e8439b3\" tg-width=\"1280\" tg-height=\"710\"><span>AMZN and SHOP LTM Revenue YoY Growth &amp; Revenue 3Y CAGR. Data Source: S&amp;P Capital IQ</span></p>\n<p>Over the last 5 years, SHOP’s revenue growth has easily surpassed AMZN at every reporting quarter, and the pandemic fueled e-commerce tailwind also drove higher growth to SHOP as its LTM revenue YoY growth read 99.6% as compared to AMZN’s “meagre” 41.5%. Moreover, SHOP’s revenue 3Y CAGR of 63.3% also easily bested AMZN’s 3Y CAGR of 29.5%. So clearly, SHOP’s growth has been truly phenomenal.</p>\n<p><b>Shopify's Compelling Merchant Solutions Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/530e31580ddf7319700509d7bb77eadf\" tg-width=\"979\" tg-height=\"605\"><span>Shopify Revenue Segments. Data Source: Company Filings</span></p>\n<p>In recent years, we could see that even though Shopify’s revenue growth has been pretty much broad-based, its merchant solutions segment has been taking up an increasingly large contribution in the company’s revenue base and have transformed itself into Shopify’s most important revenue driver, accounting for 67.6% of Q1’21 revenue. The shift towards increasing the revenue base of merchant solutions has seen the company continuing to roll out multiple new merchant solutions initiatives and services to further monetize the company’s merchant base and improve the strength of its ecosystem, therefore enhancing its “stickiness” and retention over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e25591146598f17356e29c09b22ee48a\" tg-width=\"873\" tg-height=\"540\"><span>Shopify Subscription Solutions and Merchant Solutions YoY Growth. Data Source: Company Filings</span></p>\n<p>Investors should be careful not to get too excited with the pulled forward growth as a result of the COVID-19 pandemic that we observed in FY 20 as seen above. The management has already strongly emphasized in their guidance that they do not expect this to repeat, and&nbsp;expects YoY growth to normalize&nbsp;to levels seen before the pandemic, which in this case is estimated to be somewhere north of 50%. Even though growth is expected to normalize moving forward, it’s not as if SHOP has been growing slowly and more importantly the pulled forward growth last year has allowed SHOP to dramatically increase its merchants growth onto its platform for future monetization within Shopify’s robust ecosystem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a81297d610a91d9faaac76cab97c2a46\" tg-width=\"914\" tg-height=\"566\"><span>Shopify Segment Gross Margins. Data Source: Company Filings</span></p>\n<p>Although Q1’21’s gross margin was higher than recent historical trends, we should not expect this to carry on moving forward. The management pointed out clearly that the company is focusing its efforts to continue improving its robust ecosystem for its merchants such as developing the Shopify Fulfillment Network [SFN], as it expects that the&nbsp;merchant solutions segment to continue driving its revenue growth&nbsp;even if it means lesser gross margins moving forward.</p>\n<p><b>Shopify Payments is the Key to Unlock the Benefits from GMV Growth</b></p>\n<p>Despite that, the company clarified that as Shopify Payments continue to see increased adoption and usage among its merchants, the company expects to see significant improvement to its SG&amp;A efficiencies as Shopify Payments has a much lesser impact on SG&amp;A margins, therefore leading to improvement on operating efficiencies as Shopify Payments scale up further.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96f95af102893b8aa172d3bbb38e04e5\" tg-width=\"1280\" tg-height=\"724\"><span>SHOP EBIT Margin, SG&amp;A Margin, R&amp;D Margin, Gross Margin. Data Source: S&amp;P Capital IQ</span></p>\n<p>Clearly, investors could see that despite posting a relatively high LTM gross margin profile in Q1’21: 53.5%, it has only recently turned LTM EBIT profitable (Q1’21: 10.5%), thanks to the company’s solid improvement with its operating efficiencies even though the gross margin profile has remained stable over time, even with the pulled forward growth from COVID-19 last year.</p>\n<p>We could see a consistently declining LTM SG&amp;A margin trend reaching 24.8% in Q1’21 from a high of 44.1% in Q4’16, signifying a huge improvement. Therefore, I’m confident that SHOP would continue to deliver improved operating efficiencies as it scales up its SFN to further strengthen its ecosystem, creating even more value and synergies for its merchants and their customers.</p>\n<p><b>SHOP’s GMV and GPV Analysis. Data Source: Company Filings</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6f4cabe3fd5b28627f459fb7c38d30d\" tg-width=\"600\" tg-height=\"371\"><span>SHOP’s GMV and GPV YoY Growth. Data Source: Company Filings</span></p>\n<p>We could clearly see the increasingly important role of Shopify Payments for its merchants as more and more merchants are using Shopify Payments over time as GPV growth has outpaced GMV growth consistently, with Q1’21 reading coming in at 137% YoY growth and 114.4% YoY growth, respectively.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2221628cdde154ad2c8a97a321036aa9\" tg-width=\"600\" tg-height=\"371\"><span>SHOP GPV as a % of GMV. Data Source: Company Filings</span></p>\n<p>With the increased adoption and usage of Shopify Payments, in Q1’21 GPV formed 46.4% of GMV, from a low of 37.5% of GMV just 3 years ago. I believe Shopify is moving in the right direction to continue driving more and more merchants towards Shopify Payments as it creates a powerful flywheel to unlock even more and more of the expected massive GMV growth moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0258ae827634f290dfe0d7d81fd92809\" tg-width=\"600\" tg-height=\"371\"><span>Shopify MRR. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2376f5f19c5f4a4cb9e4f4bb797fcb64\" tg-width=\"600\" tg-height=\"371\"><span>Shopify MRR YoY Growth. Data Source: Company Filings</span></p>\n<p>The sustained improvement in GPV growth has come at an important juncture as SHOP had already been experiencing slower MRR growth pre-pandemic (from 36% in Q1’19 to 21% in Q2’20). Therefore, by strategically being able to monetize its merchants in other areas has helped to manage this slowdown, while at the same time opened up many new revenue opportunities for Merchant Solutions to help drive the company’s future growth.</p>\n<p><b>The Importance of International Expansion</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26d7cd04a66b877c2669945d4f9a68ef\" tg-width=\"1280\" tg-height=\"775\"><span>Shopify Revenue by Merchant Location. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31774ad4abd47199de636274620d5302\" tg-width=\"807\" tg-height=\"499\"><span>Shopify Revenue by Merchant Location YoY Growth. Data Source: Company Filings</span></p>\n<p>Although U.S. merchants continue to be SHOP’s most important revenue driver (66.7% of FY 20 revenue), the company has also experienced rapid growth in other geographical markets, particularly in its Rest of World segment. As we can observe from the above chart, U.S. growth has already been trending down pre-pandemic, while Rest of World growth has continued to grow rapidly and consistently.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39fd8a089cc64ae41da56ef8a8ddafe3\" tg-width=\"966\" tg-height=\"597\"><span>Amazon Revenue Segments YoY Growth. Data Source: Company Filings</span></p>\n<p>We also observed this from AMZN’s International segment growth where although it has been somewhat of a laggard in previous quarters, it has started to outpace North America’s growth for the last 2 quarters, culminating in Q1’21 YoY growth of 60.4% for the International segment against 39.5% for the North America segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7909e7fdd6bf5972121d1a9a70f75a46\" tg-width=\"600\" tg-height=\"371\"><span>U.S. Retail e-commerce revenue 2017 to 2025. Data Source: Statista</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c99e9a30fb46d3d1f22e77b72c40740\" tg-width=\"600\" tg-height=\"371\"><span>U.S. Retail e-commerce revenue YoY Growth. Data Source: Statista</span></p>\n<p>We could see from the above why ramping up growth internationally is so important for Shopify to continue delivering its expected spectacular growth rates. Even though Shopify merchants sell internationally, the fact that the SFN currently serves only businesses whosell to U.S. customersindicates the significance of the U.S. consumers to Shopify’s ecommerce revenues. However, as the growth of U.S. retail e-commerce revenue is expected to slow down over time (from 8.7% YoY in 2021 to 2.7% YoY by 2025), companies like Shopify who rely on high growth to justify its valuation must either take market share away from its key competitors or look for growth outside of the United States.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e60f4fcd9254552bdd46a6d9c613384d\" tg-width=\"600\" tg-height=\"371\"><span>Value of Southeast Asia e-commerce market. Data Source: Google, Temasek Holdings, Bain &amp; Company</span></p>\n<p>For example, if we look across to Southeast Asia, and compare the growth rates of the Southeast Asian market (expected 5Y CAGR for 2020 to 2025: 22.6%) and the United States market (expected 5Y CAGR for 2020 to 2025: 3.73%), it’s easy to see which market will be the key driver of e-commerce growth in the near future. There’s no doubt that the U.S. market remains an extremely important market given its size, however much of the future growth will likely come from overseas markets. Therefore, it’s important that Shopify continues to drive growth across other geographical markets.</p>\n<p><b>Let's Bring in Sea Limited</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40fe31435cdc50217df4172982b7354\" tg-width=\"1280\" tg-height=\"821\"><span>Sea Limited &amp; SHOP EBIT Margin, Gross Margin. Data Source: S&amp;P Capital IQ</span></p>\n<p>In order to look at Shopify’s growth opportunities in the Southeast Asian market, I thought it would be important to first consider the most important e-commerce player in that region: Sea Limited (SE), which I had previouslycovered in detail in an article hererecently.</p>\n<p>It’s easy to see how SHOP’s more profitable business model on relying on subscriptions and merchant solutions drove a much higher EBIT margin as compared to SE’s online marketplace platform: Shopee, which is currently being supported by the company’s profitable Garena gaming segment.</p>\n<p>Despite that, Sea has still been able to drive significant revenue growth and operating efficiencies such that its EBIT margins have seen remarkable improvement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/788d4d4399cbdeb497792a1f90868e47\" tg-width=\"1280\" tg-height=\"714\"><span>EBIT Margin Forecast. Data Source: S&amp;P Capital IQ</span></p>\n<p>When we modelled SE and SHOP’s EBIT margins moving forward, we could see how both companies’ improving cost efficiencies, notably from the reduction in SG&amp;A margins, would help both companies to continue improving their operating margins over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f94e62035fe5fc04eaeb95b7d760df28\" tg-width=\"1280\" tg-height=\"703\"><span>SE and SHOP Projected Unlevered FCF Margin. Data Source: S&amp;P Capital IQ</span></p>\n<p>This is where their SE is expected to pull ahead. In modelling their FCF, SE is expected to generate so much FCF from its revenue growth and operating profits that the company looks increasingly like a massive cash flow machine moving forward. It’s not as if SHOP looks sloppy, but when compared to SE’s FCF margins, they certainly don’t look as impressive though.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa625e12090dfc0f64e439c278b5b9d0\" tg-width=\"1280\" tg-height=\"649\"><span>SE and SHOP Projected Revenue CAGR (5Y, 10Y), 10Y Projected Av. Unlevered FCF Margin, EV / FY+1 Rev. Data Source: S&amp;P Capital IQ</span></p>\n<p>More importantly, when we bring their current valuation levels into the picture (EV / FY+1 Rev), we could see that SE’s current valuation (16.3x) looks so much more attractive than SHOP’s (32.7x), while being able to convert that rapid revenue growth into higher FCF margins. It should also be noted that I have modelled both companies to continue their blockbuster performances: SE (5Y CAGR of 44.3%, 10Y CAGR of 26.7%), SHOP (5Y CAGR 41.4%, 10Y CAGR 32.3%).</p>\n<p>Therefore, for investors who would like a share of that rapid international growth in the Southeast Asian market coupled with a leading cash flow generating gaming segment, you should look no further than SE.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4df93eabc2cf51bdca0056071317076a\" tg-width=\"600\" tg-height=\"371\"><span>Market share of e-commerce software platforms in the U.S. in 2021 Data Source: Builtwith</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2485bbbc639e9512e106f6dd1ab48ff\" tg-width=\"600\" tg-height=\"371\"><span>Unique visitors to the most popular online retailers in SEA in 2020. Data Source: iPrice Group, SimilarWeb, Marketing in Asia</span></p>\n<p>When we consider the competitive economics in the U.S. against Southeast Asia, it becomes very clear. Shopify faces strong competition within its software platform segment, without accounting for Amazon’s prowess as well. Even though I expect Shopify to continue its rapid expansion, I believe that it faces more intensive competitive threats than Sea Limited as the pie in the U.S. is expected to grow slower over time. SHOP needs almost perfect execution every quarter to justify its lofty valuations.</p>\n<p>As compared to SE, it is clearly the dominant online marketplace now in Southeast Asia by a fairly large margin, and its prowess and scale is also growing, further stretching the distance from its competitors. Coupled with its ShopeePay payments platform, it also creates a flywheel effect similar to what Shopify Payments does for Shopify. The leadership in Southeast Asia is surely Sea’s to lose, and there’s so much potential growth that the company can capture in this region as the undisputed leader. When we consider Shopify’s valuations against SE’s it looks quite clear SE’s valuation looks more attractive now, with stronger market leadership and arguably higher potential growth.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a9782afa86bafbd3d2e54e41e0c1d13\" tg-width=\"1280\" tg-height=\"794\"><span>Source: TradingView</span></p>\n<p>SHOP’s price action has been stuck somewhat in a large consolidation phase since Oct 20, with the bull trap set in Feb 21 at around the $1500 level. Support was found at around the $1000 level, with further support at around the $835 level for investors who wish to add further into SHOP. It’s important to note that despite SHOP’s lofty valuations, its long term uptrend bias has never been threatened, and I expect this to carry on moving forward.</p>\n<p><b>Wrapping it all up</b></p>\n<p>Although Shopify is one of the most expensive high quality e-commerce stocks right now, it’s also expected to generate rapid growth ahead with its ever improving ecosystem for its merchants. Coupled with one of the strongest long term uptrend biases that I have seen for stocks (It didn’t lose its key support levels even during the COVID-19 bear market), I believe this puts SHOP in a strong position as a stock to add aggressively at the next big dip.</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>Shopify Is An Expensive Stock That Keeps Delivering The Goods</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\">\nShopify Is An Expensive Stock That Keeps Delivering The Goods\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433111-shopify-an-expensive-stock-that-keeps-delivering><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShopify has consistently delivered for long-term investors who have kept faith with the company despite its high valuations.\nThe company has multiple growth drivers in Payments, and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433111-shopify-an-expensive-stock-that-keeps-delivering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/article/4433111-shopify-an-expensive-stock-that-keeps-delivering","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167651093","content_text":"Summary\n\nShopify has consistently delivered for long-term investors who have kept faith with the company despite its high valuations.\nThe company has multiple growth drivers in Payments, and International markets to further drive its growth story.\nIts technical picture also shows a stock that has always been strongly supported along its long-term uptrend.\nI attempt to discuss the key aspects of its operating performances and why investors should also focus on international expansion as a key aspect of e-commerce growth.\n\nPhoto by JHVEPhoto/iStock Editorial via Getty ImagesInvestment Thesis\nShopify (SHOP) is one of the most hotly debated e-commerce stocks because of its explosive revenue growth rates and its high valuations. The company continues to demonstrate both stellar topline and bottomline growth while also improving its cash flow margins. The management’s ability to monetize its merchants through Shopify Payments and its suite of merchant solutions is a masterstroke that shows the capability of the management to be able to continue executing its high growth strategies with aplomb moving forward. Despite its relatively high valuation levels, it also remains a very strong stock from the technical point of view, so bullish investors may consider adding it at the next dip.\nShopify: Defying Amazon’s Valuation Logic\nShopify’s critics have often questioned the logic of investing in Shopify when you can invest in Amazon (AMZN) for a fraction of its expensive valuation. Yet, investors in SHOP continue to defy “common valuation logic” by pointing to Shopify’s incredible growth rates.\nSHOP and AMZN LTM Revenue Growth Trend. Data Source: S&P Capital IQ\nAMZN and SHOP LTM Revenue YoY Growth & Revenue 3Y CAGR. Data Source: S&P Capital IQ\nOver the last 5 years, SHOP’s revenue growth has easily surpassed AMZN at every reporting quarter, and the pandemic fueled e-commerce tailwind also drove higher growth to SHOP as its LTM revenue YoY growth read 99.6% as compared to AMZN’s “meagre” 41.5%. Moreover, SHOP’s revenue 3Y CAGR of 63.3% also easily bested AMZN’s 3Y CAGR of 29.5%. So clearly, SHOP’s growth has been truly phenomenal.\nShopify's Compelling Merchant Solutions Growth Drivers\nShopify Revenue Segments. Data Source: Company Filings\nIn recent years, we could see that even though Shopify’s revenue growth has been pretty much broad-based, its merchant solutions segment has been taking up an increasingly large contribution in the company’s revenue base and have transformed itself into Shopify’s most important revenue driver, accounting for 67.6% of Q1’21 revenue. The shift towards increasing the revenue base of merchant solutions has seen the company continuing to roll out multiple new merchant solutions initiatives and services to further monetize the company’s merchant base and improve the strength of its ecosystem, therefore enhancing its “stickiness” and retention over time.\nShopify Subscription Solutions and Merchant Solutions YoY Growth. Data Source: Company Filings\nInvestors should be careful not to get too excited with the pulled forward growth as a result of the COVID-19 pandemic that we observed in FY 20 as seen above. The management has already strongly emphasized in their guidance that they do not expect this to repeat, and expects YoY growth to normalize to levels seen before the pandemic, which in this case is estimated to be somewhere north of 50%. Even though growth is expected to normalize moving forward, it’s not as if SHOP has been growing slowly and more importantly the pulled forward growth last year has allowed SHOP to dramatically increase its merchants growth onto its platform for future monetization within Shopify’s robust ecosystem.\nShopify Segment Gross Margins. Data Source: Company Filings\nAlthough Q1’21’s gross margin was higher than recent historical trends, we should not expect this to carry on moving forward. The management pointed out clearly that the company is focusing its efforts to continue improving its robust ecosystem for its merchants such as developing the Shopify Fulfillment Network [SFN], as it expects that the merchant solutions segment to continue driving its revenue growth even if it means lesser gross margins moving forward.\nShopify Payments is the Key to Unlock the Benefits from GMV Growth\nDespite that, the company clarified that as Shopify Payments continue to see increased adoption and usage among its merchants, the company expects to see significant improvement to its SG&A efficiencies as Shopify Payments has a much lesser impact on SG&A margins, therefore leading to improvement on operating efficiencies as Shopify Payments scale up further.\nSHOP EBIT Margin, SG&A Margin, R&D Margin, Gross Margin. Data Source: S&P Capital IQ\nClearly, investors could see that despite posting a relatively high LTM gross margin profile in Q1’21: 53.5%, it has only recently turned LTM EBIT profitable (Q1’21: 10.5%), thanks to the company’s solid improvement with its operating efficiencies even though the gross margin profile has remained stable over time, even with the pulled forward growth from COVID-19 last year.\nWe could see a consistently declining LTM SG&A margin trend reaching 24.8% in Q1’21 from a high of 44.1% in Q4’16, signifying a huge improvement. Therefore, I’m confident that SHOP would continue to deliver improved operating efficiencies as it scales up its SFN to further strengthen its ecosystem, creating even more value and synergies for its merchants and their customers.\nSHOP’s GMV and GPV Analysis. Data Source: Company Filings\nSHOP’s GMV and GPV YoY Growth. Data Source: Company Filings\nWe could clearly see the increasingly important role of Shopify Payments for its merchants as more and more merchants are using Shopify Payments over time as GPV growth has outpaced GMV growth consistently, with Q1’21 reading coming in at 137% YoY growth and 114.4% YoY growth, respectively.\nSHOP GPV as a % of GMV. Data Source: Company Filings\nWith the increased adoption and usage of Shopify Payments, in Q1’21 GPV formed 46.4% of GMV, from a low of 37.5% of GMV just 3 years ago. I believe Shopify is moving in the right direction to continue driving more and more merchants towards Shopify Payments as it creates a powerful flywheel to unlock even more and more of the expected massive GMV growth moving forward.\nShopify MRR. Data Source: Company Filings\nShopify MRR YoY Growth. Data Source: Company Filings\nThe sustained improvement in GPV growth has come at an important juncture as SHOP had already been experiencing slower MRR growth pre-pandemic (from 36% in Q1’19 to 21% in Q2’20). Therefore, by strategically being able to monetize its merchants in other areas has helped to manage this slowdown, while at the same time opened up many new revenue opportunities for Merchant Solutions to help drive the company’s future growth.\nThe Importance of International Expansion\nShopify Revenue by Merchant Location. Data Source: Company Filings\nShopify Revenue by Merchant Location YoY Growth. Data Source: Company Filings\nAlthough U.S. merchants continue to be SHOP’s most important revenue driver (66.7% of FY 20 revenue), the company has also experienced rapid growth in other geographical markets, particularly in its Rest of World segment. As we can observe from the above chart, U.S. growth has already been trending down pre-pandemic, while Rest of World growth has continued to grow rapidly and consistently.\nAmazon Revenue Segments YoY Growth. Data Source: Company Filings\nWe also observed this from AMZN’s International segment growth where although it has been somewhat of a laggard in previous quarters, it has started to outpace North America’s growth for the last 2 quarters, culminating in Q1’21 YoY growth of 60.4% for the International segment against 39.5% for the North America segment.\nU.S. Retail e-commerce revenue 2017 to 2025. Data Source: Statista\nU.S. Retail e-commerce revenue YoY Growth. Data Source: Statista\nWe could see from the above why ramping up growth internationally is so important for Shopify to continue delivering its expected spectacular growth rates. Even though Shopify merchants sell internationally, the fact that the SFN currently serves only businesses whosell to U.S. customersindicates the significance of the U.S. consumers to Shopify’s ecommerce revenues. However, as the growth of U.S. retail e-commerce revenue is expected to slow down over time (from 8.7% YoY in 2021 to 2.7% YoY by 2025), companies like Shopify who rely on high growth to justify its valuation must either take market share away from its key competitors or look for growth outside of the United States.\nValue of Southeast Asia e-commerce market. Data Source: Google, Temasek Holdings, Bain & Company\nFor example, if we look across to Southeast Asia, and compare the growth rates of the Southeast Asian market (expected 5Y CAGR for 2020 to 2025: 22.6%) and the United States market (expected 5Y CAGR for 2020 to 2025: 3.73%), it’s easy to see which market will be the key driver of e-commerce growth in the near future. There’s no doubt that the U.S. market remains an extremely important market given its size, however much of the future growth will likely come from overseas markets. Therefore, it’s important that Shopify continues to drive growth across other geographical markets.\nLet's Bring in Sea Limited\nSea Limited & SHOP EBIT Margin, Gross Margin. Data Source: S&P Capital IQ\nIn order to look at Shopify’s growth opportunities in the Southeast Asian market, I thought it would be important to first consider the most important e-commerce player in that region: Sea Limited (SE), which I had previouslycovered in detail in an article hererecently.\nIt’s easy to see how SHOP’s more profitable business model on relying on subscriptions and merchant solutions drove a much higher EBIT margin as compared to SE’s online marketplace platform: Shopee, which is currently being supported by the company’s profitable Garena gaming segment.\nDespite that, Sea has still been able to drive significant revenue growth and operating efficiencies such that its EBIT margins have seen remarkable improvement.\nEBIT Margin Forecast. Data Source: S&P Capital IQ\nWhen we modelled SE and SHOP’s EBIT margins moving forward, we could see how both companies’ improving cost efficiencies, notably from the reduction in SG&A margins, would help both companies to continue improving their operating margins over time.\nSE and SHOP Projected Unlevered FCF Margin. Data Source: S&P Capital IQ\nThis is where their SE is expected to pull ahead. In modelling their FCF, SE is expected to generate so much FCF from its revenue growth and operating profits that the company looks increasingly like a massive cash flow machine moving forward. It’s not as if SHOP looks sloppy, but when compared to SE’s FCF margins, they certainly don’t look as impressive though.\nSE and SHOP Projected Revenue CAGR (5Y, 10Y), 10Y Projected Av. Unlevered FCF Margin, EV / FY+1 Rev. Data Source: S&P Capital IQ\nMore importantly, when we bring their current valuation levels into the picture (EV / FY+1 Rev), we could see that SE’s current valuation (16.3x) looks so much more attractive than SHOP’s (32.7x), while being able to convert that rapid revenue growth into higher FCF margins. It should also be noted that I have modelled both companies to continue their blockbuster performances: SE (5Y CAGR of 44.3%, 10Y CAGR of 26.7%), SHOP (5Y CAGR 41.4%, 10Y CAGR 32.3%).\nTherefore, for investors who would like a share of that rapid international growth in the Southeast Asian market coupled with a leading cash flow generating gaming segment, you should look no further than SE.\nMarket share of e-commerce software platforms in the U.S. in 2021 Data Source: Builtwith\nUnique visitors to the most popular online retailers in SEA in 2020. Data Source: iPrice Group, SimilarWeb, Marketing in Asia\nWhen we consider the competitive economics in the U.S. against Southeast Asia, it becomes very clear. Shopify faces strong competition within its software platform segment, without accounting for Amazon’s prowess as well. Even though I expect Shopify to continue its rapid expansion, I believe that it faces more intensive competitive threats than Sea Limited as the pie in the U.S. is expected to grow slower over time. SHOP needs almost perfect execution every quarter to justify its lofty valuations.\nAs compared to SE, it is clearly the dominant online marketplace now in Southeast Asia by a fairly large margin, and its prowess and scale is also growing, further stretching the distance from its competitors. Coupled with its ShopeePay payments platform, it also creates a flywheel effect similar to what Shopify Payments does for Shopify. The leadership in Southeast Asia is surely Sea’s to lose, and there’s so much potential growth that the company can capture in this region as the undisputed leader. When we consider Shopify’s valuations against SE’s it looks quite clear SE’s valuation looks more attractive now, with stronger market leadership and arguably higher potential growth.\nPrice Action and Technical Analysis\nSource: TradingView\nSHOP’s price action has been stuck somewhat in a large consolidation phase since Oct 20, with the bull trap set in Feb 21 at around the $1500 level. Support was found at around the $1000 level, with further support at around the $835 level for investors who wish to add further into SHOP. It’s important to note that despite SHOP’s lofty valuations, its long term uptrend bias has never been threatened, and I expect this to carry on moving forward.\nWrapping it all up\nAlthough Shopify is one of the most expensive high quality e-commerce stocks right now, it’s also expected to generate rapid growth ahead with its ever improving ecosystem for its merchants. Coupled with one of the strongest long term uptrend biases that I have seen for stocks (It didn’t lose its key support levels even during the COVID-19 bear market), I believe this puts SHOP in a strong position as a stock to add aggressively at the next big dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132581909,"gmtCreate":1622099188501,"gmtModify":1704179444550,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132581909","repostId":"1156849069","repostType":4,"repost":{"id":"1156849069","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622098615,"share":"https://ttm.financial/m/news/1156849069?lang=&edition=fundamental","pubTime":"2021-05-27 14:56","market":"us","language":"en","title":"Cathie Wood Loads Up Another $292K In SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=1156849069","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC Jaws Spitfire Acquisition CorpSPFR 0.4%which is set to take 3D printing company Velo3D public.The ArkAutonomous Technology & Robotics ETF bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.Velo3D is a 3D printer supplier for SpaceX, the space exploration company led by Tesla Inc TSLA 2.39%CE","content":"<p>Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC&nbsp;<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.4%which is set to take 3D printing company Velo3D public.</p>\n<p>The&nbsp;<b>ArkAutonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.</p>\n<p>Velo3D&nbsp;is a 3D printer supplier for SpaceX,&nbsp;the space exploration company led by&nbsp;<b>Tesla Inc</b>&nbsp;TSLA 2.39%CEO Elon Musk. It expects for the deal with Jaws Spitfire to close in the second half of the year and list under the \"VLD\" ticker on the New York Stock Exchange.</p>\n<p>The company was founded by billionaire Barry Sternlicht, the chairman of Miami-based investment firm Starwood Capital Group, which has about $80 billion worth of assets under management.</p>\n<p>Ark&nbsp;also holds 714,990 shares, worth about $7.1 million, of the companybackedby tennis player Serena Williams via the&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX).</p>\n<p>The investment firm’s&nbsp;<b>3D Printing ETF</b>(BATS:PRNT) is dedicated to the 3D printing industry. PRNT has grown about 22% and has&nbsp;<b>3D Systems Corp</b>DDD 8.82%as its top holdings among a total of 56 stocks.</p>\n<p>Some of the other key Ark Invest sells included&nbsp;<b>Guardant Health Inc</b>&nbsp;GH 0.49%,&nbsp;<b>Syros Pharmaceuticals Inc</b>&nbsp;SYRS 10.91%, and buys included&nbsp;<b>908 Devices Inc</b>&nbsp;MASS 1.23%.</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>Cathie Wood Loads Up Another $292K In SpaceX</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 Loads Up Another $292K In SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-27 14:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC&nbsp;<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.4%which is set to take 3D printing company Velo3D public.</p>\n<p>The&nbsp;<b>ArkAutonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.</p>\n<p>Velo3D&nbsp;is a 3D printer supplier for SpaceX,&nbsp;the space exploration company led by&nbsp;<b>Tesla Inc</b>&nbsp;TSLA 2.39%CEO Elon Musk. It expects for the deal with Jaws Spitfire to close in the second half of the year and list under the \"VLD\" ticker on the New York Stock Exchange.</p>\n<p>The company was founded by billionaire Barry Sternlicht, the chairman of Miami-based investment firm Starwood Capital Group, which has about $80 billion worth of assets under management.</p>\n<p>Ark&nbsp;also holds 714,990 shares, worth about $7.1 million, of the companybackedby tennis player Serena Williams via the&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX).</p>\n<p>The investment firm’s&nbsp;<b>3D Printing ETF</b>(BATS:PRNT) is dedicated to the 3D printing industry. PRNT has grown about 22% and has&nbsp;<b>3D Systems Corp</b>DDD 8.82%as its top holdings among a total of 56 stocks.</p>\n<p>Some of the other key Ark Invest sells included&nbsp;<b>Guardant Health Inc</b>&nbsp;GH 0.49%,&nbsp;<b>Syros Pharmaceuticals Inc</b>&nbsp;SYRS 10.91%, and buys included&nbsp;<b>908 Devices Inc</b>&nbsp;MASS 1.23%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156849069","content_text":"Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC Jaws Spitfire Acquisition CorpSPFR 0.4%which is set to take 3D printing company Velo3D public.\nThe ArkAutonomous Technology & Robotics ETF(BATS:ARKQ) bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.\nVelo3D is a 3D printer supplier for SpaceX, the space exploration company led by Tesla Inc TSLA 2.39%CEO Elon Musk. It expects for the deal with Jaws Spitfire to close in the second half of the year and list under the \"VLD\" ticker on the New York Stock Exchange.\nThe company was founded by billionaire Barry Sternlicht, the chairman of Miami-based investment firm Starwood Capital Group, which has about $80 billion worth of assets under management.\nArk also holds 714,990 shares, worth about $7.1 million, of the companybackedby tennis player Serena Williams via the Ark Space Exploration & Innovation ETF(BATS:ARKX).\nThe investment firm’s 3D Printing ETF(BATS:PRNT) is dedicated to the 3D printing industry. PRNT has grown about 22% and has 3D Systems CorpDDD 8.82%as its top holdings among a total of 56 stocks.\nSome of the other key Ark Invest sells included Guardant Health Inc GH 0.49%, Syros Pharmaceuticals Inc SYRS 10.91%, and buys included 908 Devices Inc MASS 1.23%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577164655493669","authorId":"3577164655493669","name":"Leo_T","avatar":"https://static.tigerbbs.com/4639e7c3fcdc38b65d6833798171bf2d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577164655493669","authorIdStr":"3577164655493669"},"content":"well well","text":"well well","html":"well well"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131387812,"gmtCreate":1621828619836,"gmtModify":1704362915645,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Yo","listText":"Yo","text":"Yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131387812","repostId":"1128354126","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190460930,"gmtCreate":1620644674120,"gmtModify":1704346017352,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190460930","repostId":"1118102058","repostType":4,"repost":{"id":"1118102058","kind":"news","pubTimestamp":1620639931,"share":"https://ttm.financial/m/news/1118102058?lang=&edition=fundamental","pubTime":"2021-05-10 17:45","market":"us","language":"en","title":"What ARK Invest CEO Cathie Wood Thinks Of Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102058","media":"The Street","summary":"Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cup","content":"<blockquote>\n Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cupertino company’s shares, and when she might buy more of them.\n</blockquote>\n<p>One of the rock-star investment managers of the past 12 to 18 months has been ARK Invest’s CEO and CIO Cathie Wood. Her firm is generally associated with equity bets on tech disrupters that present high growth potential: from autonomous systems to genomics to energy storage.</p>\n<p>Few know, however, that ARK also invests in Apple stock (ticker $AAPL) – a mega-cap name that is much more scaled than most tech companies that Cathie Wood’s team invests in. Today, the Apple Maven reviews ARK Invest’s positions in shares of the Cupertino company, and what ARK’s CEO thinks of the stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/139e2a5d8b36e470faa948db319d918d\" tg-width=\"1200\" tg-height=\"812\"><span>Figure 1: Cathie Wood, ARK Invest CEO.</span></p>\n<p><b>ARK’s positions in Apple stock</b></p>\n<p>ARK Invest runs ten investment strategies, from next-gen internet to cryptocurrencies, packaged as different product types that include mutual funds and managed accounts. Eight of the ten are available to the public as ETFs in the United States. Among those, one owns Apple stock in the portfolio.</p>\n<p>ARK Fintech Innovation is an ETF that holds $4.2 billion in net assets and features Square (ticker $SQ) as its largest holding, at an allocation size of 10%. Apple is probably included here for its digital wallet and mobile payments platform.</p>\n<p>However, Apple stock is only the 24thlargest position in the portfolio. It accounts for less than 2% of the fund’s market value.</p>\n<p><b>Why ARK might buy more Apple stock</b></p>\n<p>I asked Twitter if they saw Apple as an agent of disruptive innovation, a badge that could earn the stock a prominent spot in one or more of ARK’s ETFs. The answers have been leaning towards “yes” (see below). However, Apple stock is currently only a small component of the investment firm’s portfolios.</p>\n<p><img src=\"https://static.tigerbbs.com/9b2a3b2556307a0ec17b454ce1d3a1ba\" tg-width=\"600\" tg-height=\"357\"></p>\n<p>Cathie Wood herselfexplainedwhy her funds do not usually favor FAAMG stocks.</p>\n<blockquote>\n “We are not saying that they are bad stocks at all, and they were a part of our portfolios in the early days. But as they were scaling into the trillion-dollar category, we believed that our research would be focused better on ‘the next set of FAAMGs’.”\n</blockquote>\n<p>Put in different words, stocks like Apple and even peer Amazon (ticker $AMZN) might be too large and too established for Cathie Wood and her team to consider them a core holding in ARK Invest’s funds. But this does not necessarily have to be the case going forward.</p>\n<p>Ms. Wood sees one way in which Apple stock and others like it could become a bigger piece of her firm’s strategy. The reasoning, however, was a bit unexpected to me:</p>\n<blockquote>\n “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.”\n</blockquote>\n<p>In simpler terms, Cathie Wood would invest in the likes of Apple if her core holdings became too expensive, at which point she would choose to put money on the sidelines. Sidelines for ARK Invest would not be cash or bonds, but more established and slower-moving tech stocks.</p>\n<p>Since offering the insight above, in December 2020, Ms. Wood saw her main fund ARK Innovation ETF (ticker $ARKK) climb to a February peak, then drop a painful 30% in less than three months. Logically, with the price of high-growth stocks having returned to late 2020 levels, it is more likely that Cathie Wood would find it better to stick to her stock picks than to buy into FAAMG at this point.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What ARK Invest CEO Cathie Wood Thinks Of Apple Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat ARK Invest CEO Cathie Wood Thinks Of Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/what-ark-invest-ceo-cathie-wood-thinks-of-apple-stock><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cupertino company’s shares, and when she might buy more of them.\n\nOne of the rock-star investment ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/what-ark-invest-ceo-cathie-wood-thinks-of-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/what-ark-invest-ceo-cathie-wood-thinks-of-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102058","content_text":"Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cupertino company’s shares, and when she might buy more of them.\n\nOne of the rock-star investment managers of the past 12 to 18 months has been ARK Invest’s CEO and CIO Cathie Wood. Her firm is generally associated with equity bets on tech disrupters that present high growth potential: from autonomous systems to genomics to energy storage.\nFew know, however, that ARK also invests in Apple stock (ticker $AAPL) – a mega-cap name that is much more scaled than most tech companies that Cathie Wood’s team invests in. Today, the Apple Maven reviews ARK Invest’s positions in shares of the Cupertino company, and what ARK’s CEO thinks of the stock.\nFigure 1: Cathie Wood, ARK Invest CEO.\nARK’s positions in Apple stock\nARK Invest runs ten investment strategies, from next-gen internet to cryptocurrencies, packaged as different product types that include mutual funds and managed accounts. Eight of the ten are available to the public as ETFs in the United States. Among those, one owns Apple stock in the portfolio.\nARK Fintech Innovation is an ETF that holds $4.2 billion in net assets and features Square (ticker $SQ) as its largest holding, at an allocation size of 10%. Apple is probably included here for its digital wallet and mobile payments platform.\nHowever, Apple stock is only the 24thlargest position in the portfolio. It accounts for less than 2% of the fund’s market value.\nWhy ARK might buy more Apple stock\nI asked Twitter if they saw Apple as an agent of disruptive innovation, a badge that could earn the stock a prominent spot in one or more of ARK’s ETFs. The answers have been leaning towards “yes” (see below). However, Apple stock is currently only a small component of the investment firm’s portfolios.\n\nCathie Wood herselfexplainedwhy her funds do not usually favor FAAMG stocks.\n\n “We are not saying that they are bad stocks at all, and they were a part of our portfolios in the early days. But as they were scaling into the trillion-dollar category, we believed that our research would be focused better on ‘the next set of FAAMGs’.”\n\nPut in different words, stocks like Apple and even peer Amazon (ticker $AMZN) might be too large and too established for Cathie Wood and her team to consider them a core holding in ARK Invest’s funds. But this does not necessarily have to be the case going forward.\nMs. Wood sees one way in which Apple stock and others like it could become a bigger piece of her firm’s strategy. The reasoning, however, was a bit unexpected to me:\n\n “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.”\n\nIn simpler terms, Cathie Wood would invest in the likes of Apple if her core holdings became too expensive, at which point she would choose to put money on the sidelines. Sidelines for ARK Invest would not be cash or bonds, but more established and slower-moving tech stocks.\nSince offering the insight above, in December 2020, Ms. Wood saw her main fund ARK Innovation ETF (ticker $ARKK) climb to a February peak, then drop a painful 30% in less than three months. Logically, with the price of high-growth stocks having returned to late 2020 levels, it is more likely that Cathie Wood would find it better to stick to her stock picks than to buy into FAAMG at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190487263,"gmtCreate":1620644651852,"gmtModify":1704346016220,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190487263","repostId":"1192177885","repostType":4,"repost":{"id":"1192177885","kind":"news","pubTimestamp":1620640220,"share":"https://ttm.financial/m/news/1192177885?lang=&edition=fundamental","pubTime":"2021-05-10 17:50","market":"us","language":"en","title":"The New IBM Chip Just Got a Boost from Biden Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=1192177885","media":"InvestorPlace","summary":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and ","content":"<blockquote>\n IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n</blockquote>\n<p>What’s new with IBM stock?<b>IBM</b>(NYSE:<b><u>IBM</u></b>) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.</p>\n<p>On top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.</p>\n<p>Here’s what you should know about IBM stock and the larger scene.</p>\n<p><b>The Details: IBM Stock and the ‘Tech Trifecta’</b></p>\n<p>Demand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.</p>\n<ul>\n <li><b>Better performance and energy efficiency.</b>IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.</li>\n <li><b>Push for more U.S. chip manufacturing amidst a global chip shortage.</b>The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.</li>\n</ul>\n<ul>\n <li><b>Covid-19 teaches us it’s time to focus on American science.</b>IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?</li>\n</ul>\n<p><b>IBM Stock News: How to Get an Edge</b></p>\n<ul>\n <li><b>Buy semi equipment manufacturers on the dip.</b>Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.</li>\n <li><b>Get an early start and invest in AI.</b>New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.</li>\n <li><b>Wait before jumping back into auto stocks.</b>While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, with<b>Ford</b>(NYSE:<b><u>F</u></b>),<b>General Motors</b>(NYSE:<b><u>GM</u></b>) and others having all cited problems. However, not everyone felt the impact equally this quarter.</li>\n</ul>\n<p><b>The Bottom Line</b></p>\n<p>IBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.</p>\n<p>Growth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The New IBM Chip Just Got a Boost from Biden Bill</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\">\nThe New IBM Chip Just Got a Boost from Biden Bill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing ...</p>\n\n<a href=\"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192177885","content_text":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.\nOn top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.\nHere’s what you should know about IBM stock and the larger scene.\nThe Details: IBM Stock and the ‘Tech Trifecta’\nDemand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.\n\nBetter performance and energy efficiency.IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.\nPush for more U.S. chip manufacturing amidst a global chip shortage.The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.\n\n\nCovid-19 teaches us it’s time to focus on American science.IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?\n\nIBM Stock News: How to Get an Edge\n\nBuy semi equipment manufacturers on the dip.Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.\nGet an early start and invest in AI.New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.\nWait before jumping back into auto stocks.While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, withFord(NYSE:F),General Motors(NYSE:GM) and others having all cited problems. However, not everyone felt the impact equally this quarter.\n\nThe Bottom Line\nIBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.\nGrowth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190487376,"gmtCreate":1620644628695,"gmtModify":1704346016059,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190487376","repostId":"1112709254","repostType":4,"repost":{"id":"1112709254","kind":"news","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":1620640528,"share":"https://ttm.financial/m/news/1112709254?lang=&edition=fundamental","pubTime":"2021-05-10 17:55","market":"us","language":"en","title":"Weibo EPS beats by $0.09, beats on revenue; provides outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1112709254","media":"Tiger Newspress","summary":"Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, toda","content":"<p>Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, today announced its unaudited financial results for first quarter ended March 31, 2021.</p><p>\"We started the year of 2021 with a strong quarter,\" saidGaofei Wang, CEO of Weibo. \"Weibo's user base and engagement continued to grow from prior quarter, leveraging our effective channel investments, enriched video offerings and our strength in social distribution and hot trends. On the monetization front, we are glad to see broad-based year-over-year growth across industries and robust momentum with certain differentiated ad products, demonstrating our competitiveness in fulfilling advertiser's increasing brand plus performance needs.\"Mr. Wangconcluded.</p><ul><li>Weibo Q1 Non-GAAP EPS of $0.57beats by $0.09; GAAP EPS of $0.22misses by $0.20.</li><li>Revenue of $458.9M (+41.9% Y/Y)beats by $25.06M.</li><li>Adjusted EBITDA of $256.73M vs. consensus of $$116.5M.</li><li>Advertising and marketing revenue of $390.0M (+42% Y/Y)&nbsp;&nbsp;vs. estimate $369.1M; VAS revenue of $68.9M (+44% Y/Y)&nbsp;&nbsp;vs.&nbsp;estimate $59.7M.</li><li>For the<b>second quarter of 2021</b>, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis, reflecting Weibo's current and preliminary view, which is subject to change.</li></ul><p>Weibo&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarketing&nbsp;trading.<img src=\"https://static.tigerbbs.com/47b8e16c16e9a384ac2d300f7e9c1391\" tg-width=\"789\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p><b>First Quarter 2021 Highlights</b></p><ul><li>Net revenues were $458.9 million, an increase of 42% year-over-year or an increase of 31% year-over-year on a constant currency basis[1].</li><li>Advertising and marketing revenues were $390.0 million, an increase of 42% year-over-year.</li><li>Value-added service (\"VAS\") revenues were $68.9 million, an increase of 44% year-over-year.</li><li>Income from operations was $108.6 million, representing an operating margin of 24%.</li><li>Non-GAAP income from operations was $137.5 million, representing a non-GAAP operating margin of 30%.</li><li>Net income attributable to Weibo was $49.8 million and diluted net income per share was $0.22.</li><li>Non-GAAP net income attributable to Weibo was $130.7 million and non-GAAP diluted net income per share was $0.57.</li><li>Monthly active users (\"MAUs\") were 530 million in March 2021, a decrease of 4% year-over-year and an increase of 2% quarter-over-quarter. Mobile MAUs represented 94% of MAUs.</li><li>Average daily active users (\"DAUs\") were 230 million in March 2021, a decrease of 5% year-over-year and an increase of 2% quarter-over-quarter.</li></ul><p><b>First Quarter 2021 Financial Results</b></p><p>For the first quarter of 2021, Weibo's total net revenues were $458.9 million, an increase of 42% compared to $323.4 million for the same period last year.</p><p>Advertising and marketing revenues for the first quarter of 2021 were $390.0 million, an increase of 42% compared to $275.4 million for the same period last year. Advertising and marketing revenues excluding ad revenues from Alibaba were $356.7 million, an increase of 44% compared to $247.9 million for the same period last year, primarily attributable to broad-based robust growth of ad spend across industries from the trough for the same period last year.</p><p>VAS revenues for the first quarter of 2021 were $68.9 million, an increase of 44% year-over-year compared to $48.0 million for the same period last year, mainly attributable to revenues derived from the interactive entertainment company acquired in November 2020.</p><p>Costs and expenses for the first quarter of 2021 totaled $350.3 million, an increase of 32% compared to $265.4 million for the same period last year. The increase was primarily due to increased marketing expense and higher personal related cost.</p><p>Income from operations for the first quarter of 2021 was $108.6 million, compared to $58.0 million for the same period last year. Operating margin was 24%, compared to 18% last year. Non-GAAP income from operations was $137.5 million, compared to $74.1 million for the same period last year. Non-GAAP operating margin was 30%, compared to 23% last year.</p><p>Non-operating loss for the first quarter of 2021 was $44.7million, compared to an income of $10.0 million for the same period last year. Non-operating loss for the first quarter of 2021 mainly included (i) a $58.2 million net loss on sale of and fair value change of investments, which is excluded under non-GAAP measures; and (ii) a $13.5 million net interest and other income.</p><p>Income tax expense were $14.9 million, compared to $15.9 million for the same period last year.</p><p>Net income attributable to Weibo for the first quarter of 2021 was $49.8 million, compared to $52.1 million for the same period last year. Diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.22, at similar level for the same period last year. Non-GAAP net income attributable to Weibo for the first quarter of 2021 was $130.7 million, compared to $67.4 million for the same period last year. Non-GAAP diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.57, compared to $0.30 for the same period last year.</p><p>As of March 31, 2021, Weibo's cash, cash equivalents and short-term investments totaled $3.41 billion. For the first quarter of 2021, cash provided by operating activities was $244.3 million, capital expenditures totaled $6.0 million, and depreciation and amortization expenses amounted to $12.4 million.</p><p><b>Appointment of Independent Director</b></p><p>The Company announced that its board of directors has appointed Mr.Yan Wangas an independent director of the Company.Mr. Wangserved as a director of SINA Corporation, the parent of the Company from May 2003 to March 2021 and also held various executive roles in SINA since its inception. The appointment is effective immediately.</p><p><b>Business Outlook</b></p><p>For the second quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change.</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>Weibo EPS beats by $0.09, beats on revenue; provides outlook</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\">\nWeibo EPS beats by $0.09, beats on revenue; provides outlook\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\">2021-05-10 17:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, today announced its unaudited financial results for first quarter ended March 31, 2021.</p><p>\"We started the year of 2021 with a strong quarter,\" saidGaofei Wang, CEO of Weibo. \"Weibo's user base and engagement continued to grow from prior quarter, leveraging our effective channel investments, enriched video offerings and our strength in social distribution and hot trends. On the monetization front, we are glad to see broad-based year-over-year growth across industries and robust momentum with certain differentiated ad products, demonstrating our competitiveness in fulfilling advertiser's increasing brand plus performance needs.\"Mr. Wangconcluded.</p><ul><li>Weibo Q1 Non-GAAP EPS of $0.57beats by $0.09; GAAP EPS of $0.22misses by $0.20.</li><li>Revenue of $458.9M (+41.9% Y/Y)beats by $25.06M.</li><li>Adjusted EBITDA of $256.73M vs. consensus of $$116.5M.</li><li>Advertising and marketing revenue of $390.0M (+42% Y/Y)&nbsp;&nbsp;vs. estimate $369.1M; VAS revenue of $68.9M (+44% Y/Y)&nbsp;&nbsp;vs.&nbsp;estimate $59.7M.</li><li>For the<b>second quarter of 2021</b>, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis, reflecting Weibo's current and preliminary view, which is subject to change.</li></ul><p>Weibo&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarketing&nbsp;trading.<img src=\"https://static.tigerbbs.com/47b8e16c16e9a384ac2d300f7e9c1391\" tg-width=\"789\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p><b>First Quarter 2021 Highlights</b></p><ul><li>Net revenues were $458.9 million, an increase of 42% year-over-year or an increase of 31% year-over-year on a constant currency basis[1].</li><li>Advertising and marketing revenues were $390.0 million, an increase of 42% year-over-year.</li><li>Value-added service (\"VAS\") revenues were $68.9 million, an increase of 44% year-over-year.</li><li>Income from operations was $108.6 million, representing an operating margin of 24%.</li><li>Non-GAAP income from operations was $137.5 million, representing a non-GAAP operating margin of 30%.</li><li>Net income attributable to Weibo was $49.8 million and diluted net income per share was $0.22.</li><li>Non-GAAP net income attributable to Weibo was $130.7 million and non-GAAP diluted net income per share was $0.57.</li><li>Monthly active users (\"MAUs\") were 530 million in March 2021, a decrease of 4% year-over-year and an increase of 2% quarter-over-quarter. Mobile MAUs represented 94% of MAUs.</li><li>Average daily active users (\"DAUs\") were 230 million in March 2021, a decrease of 5% year-over-year and an increase of 2% quarter-over-quarter.</li></ul><p><b>First Quarter 2021 Financial Results</b></p><p>For the first quarter of 2021, Weibo's total net revenues were $458.9 million, an increase of 42% compared to $323.4 million for the same period last year.</p><p>Advertising and marketing revenues for the first quarter of 2021 were $390.0 million, an increase of 42% compared to $275.4 million for the same period last year. Advertising and marketing revenues excluding ad revenues from Alibaba were $356.7 million, an increase of 44% compared to $247.9 million for the same period last year, primarily attributable to broad-based robust growth of ad spend across industries from the trough for the same period last year.</p><p>VAS revenues for the first quarter of 2021 were $68.9 million, an increase of 44% year-over-year compared to $48.0 million for the same period last year, mainly attributable to revenues derived from the interactive entertainment company acquired in November 2020.</p><p>Costs and expenses for the first quarter of 2021 totaled $350.3 million, an increase of 32% compared to $265.4 million for the same period last year. The increase was primarily due to increased marketing expense and higher personal related cost.</p><p>Income from operations for the first quarter of 2021 was $108.6 million, compared to $58.0 million for the same period last year. Operating margin was 24%, compared to 18% last year. Non-GAAP income from operations was $137.5 million, compared to $74.1 million for the same period last year. Non-GAAP operating margin was 30%, compared to 23% last year.</p><p>Non-operating loss for the first quarter of 2021 was $44.7million, compared to an income of $10.0 million for the same period last year. Non-operating loss for the first quarter of 2021 mainly included (i) a $58.2 million net loss on sale of and fair value change of investments, which is excluded under non-GAAP measures; and (ii) a $13.5 million net interest and other income.</p><p>Income tax expense were $14.9 million, compared to $15.9 million for the same period last year.</p><p>Net income attributable to Weibo for the first quarter of 2021 was $49.8 million, compared to $52.1 million for the same period last year. Diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.22, at similar level for the same period last year. Non-GAAP net income attributable to Weibo for the first quarter of 2021 was $130.7 million, compared to $67.4 million for the same period last year. Non-GAAP diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.57, compared to $0.30 for the same period last year.</p><p>As of March 31, 2021, Weibo's cash, cash equivalents and short-term investments totaled $3.41 billion. For the first quarter of 2021, cash provided by operating activities was $244.3 million, capital expenditures totaled $6.0 million, and depreciation and amortization expenses amounted to $12.4 million.</p><p><b>Appointment of Independent Director</b></p><p>The Company announced that its board of directors has appointed Mr.Yan Wangas an independent director of the Company.Mr. Wangserved as a director of SINA Corporation, the parent of the Company from May 2003 to March 2021 and also held various executive roles in SINA since its inception. The appointment is effective immediately.</p><p><b>Business Outlook</b></p><p>For the second quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112709254","content_text":"Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, today announced its unaudited financial results for first quarter ended March 31, 2021.\"We started the year of 2021 with a strong quarter,\" saidGaofei Wang, CEO of Weibo. \"Weibo's user base and engagement continued to grow from prior quarter, leveraging our effective channel investments, enriched video offerings and our strength in social distribution and hot trends. On the monetization front, we are glad to see broad-based year-over-year growth across industries and robust momentum with certain differentiated ad products, demonstrating our competitiveness in fulfilling advertiser's increasing brand plus performance needs.\"Mr. Wangconcluded.Weibo Q1 Non-GAAP EPS of $0.57beats by $0.09; GAAP EPS of $0.22misses by $0.20.Revenue of $458.9M (+41.9% Y/Y)beats by $25.06M.Adjusted EBITDA of $256.73M vs. consensus of $$116.5M.Advertising and marketing revenue of $390.0M (+42% Y/Y)  vs. estimate $369.1M; VAS revenue of $68.9M (+44% Y/Y)  vs. estimate $59.7M.For thesecond quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis, reflecting Weibo's current and preliminary view, which is subject to change.Weibo rose more than 3% in premarketing trading.First Quarter 2021 HighlightsNet revenues were $458.9 million, an increase of 42% year-over-year or an increase of 31% year-over-year on a constant currency basis[1].Advertising and marketing revenues were $390.0 million, an increase of 42% year-over-year.Value-added service (\"VAS\") revenues were $68.9 million, an increase of 44% year-over-year.Income from operations was $108.6 million, representing an operating margin of 24%.Non-GAAP income from operations was $137.5 million, representing a non-GAAP operating margin of 30%.Net income attributable to Weibo was $49.8 million and diluted net income per share was $0.22.Non-GAAP net income attributable to Weibo was $130.7 million and non-GAAP diluted net income per share was $0.57.Monthly active users (\"MAUs\") were 530 million in March 2021, a decrease of 4% year-over-year and an increase of 2% quarter-over-quarter. Mobile MAUs represented 94% of MAUs.Average daily active users (\"DAUs\") were 230 million in March 2021, a decrease of 5% year-over-year and an increase of 2% quarter-over-quarter.First Quarter 2021 Financial ResultsFor the first quarter of 2021, Weibo's total net revenues were $458.9 million, an increase of 42% compared to $323.4 million for the same period last year.Advertising and marketing revenues for the first quarter of 2021 were $390.0 million, an increase of 42% compared to $275.4 million for the same period last year. Advertising and marketing revenues excluding ad revenues from Alibaba were $356.7 million, an increase of 44% compared to $247.9 million for the same period last year, primarily attributable to broad-based robust growth of ad spend across industries from the trough for the same period last year.VAS revenues for the first quarter of 2021 were $68.9 million, an increase of 44% year-over-year compared to $48.0 million for the same period last year, mainly attributable to revenues derived from the interactive entertainment company acquired in November 2020.Costs and expenses for the first quarter of 2021 totaled $350.3 million, an increase of 32% compared to $265.4 million for the same period last year. The increase was primarily due to increased marketing expense and higher personal related cost.Income from operations for the first quarter of 2021 was $108.6 million, compared to $58.0 million for the same period last year. Operating margin was 24%, compared to 18% last year. Non-GAAP income from operations was $137.5 million, compared to $74.1 million for the same period last year. Non-GAAP operating margin was 30%, compared to 23% last year.Non-operating loss for the first quarter of 2021 was $44.7million, compared to an income of $10.0 million for the same period last year. Non-operating loss for the first quarter of 2021 mainly included (i) a $58.2 million net loss on sale of and fair value change of investments, which is excluded under non-GAAP measures; and (ii) a $13.5 million net interest and other income.Income tax expense were $14.9 million, compared to $15.9 million for the same period last year.Net income attributable to Weibo for the first quarter of 2021 was $49.8 million, compared to $52.1 million for the same period last year. Diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.22, at similar level for the same period last year. Non-GAAP net income attributable to Weibo for the first quarter of 2021 was $130.7 million, compared to $67.4 million for the same period last year. Non-GAAP diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.57, compared to $0.30 for the same period last year.As of March 31, 2021, Weibo's cash, cash equivalents and short-term investments totaled $3.41 billion. For the first quarter of 2021, cash provided by operating activities was $244.3 million, capital expenditures totaled $6.0 million, and depreciation and amortization expenses amounted to $12.4 million.Appointment of Independent DirectorThe Company announced that its board of directors has appointed Mr.Yan Wangas an independent director of the Company.Mr. Wangserved as a director of SINA Corporation, the parent of the Company from May 2003 to March 2021 and also held various executive roles in SINA since its inception. The appointment is effective immediately.Business OutlookFor the second quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190484425,"gmtCreate":1620644608567,"gmtModify":1704346015411,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190484425","repostId":"1192177885","repostType":4,"repost":{"id":"1192177885","kind":"news","pubTimestamp":1620640220,"share":"https://ttm.financial/m/news/1192177885?lang=&edition=fundamental","pubTime":"2021-05-10 17:50","market":"us","language":"en","title":"The New IBM Chip Just Got a Boost from Biden Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=1192177885","media":"InvestorPlace","summary":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and ","content":"<blockquote>\n IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n</blockquote>\n<p>What’s new with IBM stock?<b>IBM</b>(NYSE:<b><u>IBM</u></b>) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.</p>\n<p>On top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.</p>\n<p>Here’s what you should know about IBM stock and the larger scene.</p>\n<p><b>The Details: IBM Stock and the ‘Tech Trifecta’</b></p>\n<p>Demand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.</p>\n<ul>\n <li><b>Better performance and energy efficiency.</b>IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.</li>\n <li><b>Push for more U.S. chip manufacturing amidst a global chip shortage.</b>The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.</li>\n</ul>\n<ul>\n <li><b>Covid-19 teaches us it’s time to focus on American science.</b>IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?</li>\n</ul>\n<p><b>IBM Stock News: How to Get an Edge</b></p>\n<ul>\n <li><b>Buy semi equipment manufacturers on the dip.</b>Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.</li>\n <li><b>Get an early start and invest in AI.</b>New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.</li>\n <li><b>Wait before jumping back into auto stocks.</b>While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, with<b>Ford</b>(NYSE:<b><u>F</u></b>),<b>General Motors</b>(NYSE:<b><u>GM</u></b>) and others having all cited problems. However, not everyone felt the impact equally this quarter.</li>\n</ul>\n<p><b>The Bottom Line</b></p>\n<p>IBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.</p>\n<p>Growth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The New IBM Chip Just Got a Boost from Biden Bill</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\">\nThe New IBM Chip Just Got a Boost from Biden Bill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing ...</p>\n\n<a href=\"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192177885","content_text":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.\nOn top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.\nHere’s what you should know about IBM stock and the larger scene.\nThe Details: IBM Stock and the ‘Tech Trifecta’\nDemand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.\n\nBetter performance and energy efficiency.IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.\nPush for more U.S. chip manufacturing amidst a global chip shortage.The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.\n\n\nCovid-19 teaches us it’s time to focus on American science.IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?\n\nIBM Stock News: How to Get an Edge\n\nBuy semi equipment manufacturers on the dip.Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.\nGet an early start and invest in AI.New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.\nWait before jumping back into auto stocks.While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, withFord(NYSE:F),General Motors(NYSE:GM) and others having all cited problems. However, not everyone felt the impact equally this quarter.\n\nThe Bottom Line\nIBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.\nGrowth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102669982,"gmtCreate":1620207225046,"gmtModify":1704340180143,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AABB\">$Asia Broadband, Inc.(AABB)$</a>Where is the dividend?","listText":"<a href=\"https://laohu8.com/S/AABB\">$Asia Broadband, Inc.(AABB)$</a>Where is the dividend?","text":"$Asia Broadband, Inc.(AABB)$Where is the dividend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102669982","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378658710,"gmtCreate":1619028576230,"gmtModify":1704718551608,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Commend","listText":"Commend","text":"Commend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/378658710","repostId":"2129774288","repostType":4,"repost":{"id":"2129774288","kind":"highlight","pubTimestamp":1619019000,"share":"https://ttm.financial/m/news/2129774288?lang=&edition=fundamental","pubTime":"2021-04-21 23:30","market":"us","language":"en","title":"Why Welbilt Stock Jumped Over 30% Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2129774288","media":"Motley Fool","summary":"The commercial foodservice company is being acquired by a larger competitor.","content":"<h2>What happened</h2>\n<p>Shares of commercial foodservice company <b>Welbilt</b> (NYSE:WBT) soared Wednesday morning after it announced plans to be acquired by larger competitor <b>Middleby</b> (NASDAQ:MIDD). Investors think the combination that will create a kitchen equipment supply leader in the commercial foodservice space is a good <a href=\"https://laohu8.com/S/AONE\">one</a> for shareholders of both companies. As of 10:55 a.m. EDT, shares of Welbilt were up about 36% and those of Middleby were trading about 3.4% higher.</p>\n<h2>So what</h2>\n<p>Middleby will purchase Welbilt in an all-stock transaction for an amount equal to $4.3 billion, including debt. The figure represents a 28% premium to Welbilt's 30-day average share price. Once closed, Middleby shareholders will own approximately 76%, and Welbilt shareholders will own approximately 24% of the combined company.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622284%2Fmiddlebyviking.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Middleby.</p>\n<h2>Now what</h2>\n<p>Welbilt has been in the food industry for 85 years, and was spun off from industrial conglomerate <b>Manitowic</b>&nbsp;in 2016. The company will join the commercial foodservice segment of Middleby. Combined, the companies had total sales of $3.7 billion in 2020, with 73% coming from that foodservice segment. Middleby also has a food processing group, and residential kitchen equipment that includes the Viking brand.</p>\n<p>Middleby's strategy has been to acquire related businesses and integrate them to expand its technologies and offerings to customers, while lowering operating costs. Since 2018, Middleby has made more than 20 acquisitions. The company said within three years of completing the Welbilt acquisition, the company will be able to realized $100 million in annual savings.</p>\n<p>Investors seem to like the potential savings and opportunities the combined companies will have to grow. The all-stock structure will also give Middleby flexibility to spend on research and development or future acquisitions. Investors don't seem to mind the added dilution, with Middleby shares also rising today.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Welbilt Stock Jumped Over 30% Today</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 Welbilt Stock Jumped Over 30% Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/why-welbilt-stock-jumped-over-30-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of commercial foodservice company Welbilt (NYSE:WBT) soared Wednesday morning after it announced plans to be acquired by larger competitor Middleby (NASDAQ:MIDD). Investors think ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/why-welbilt-stock-jumped-over-30-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MIDD":"The Middleby Corporation"},"source_url":"https://www.fool.com/investing/2021/04/21/why-welbilt-stock-jumped-over-30-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129774288","content_text":"What happened\nShares of commercial foodservice company Welbilt (NYSE:WBT) soared Wednesday morning after it announced plans to be acquired by larger competitor Middleby (NASDAQ:MIDD). Investors think the combination that will create a kitchen equipment supply leader in the commercial foodservice space is a good one for shareholders of both companies. As of 10:55 a.m. EDT, shares of Welbilt were up about 36% and those of Middleby were trading about 3.4% higher.\nSo what\nMiddleby will purchase Welbilt in an all-stock transaction for an amount equal to $4.3 billion, including debt. The figure represents a 28% premium to Welbilt's 30-day average share price. Once closed, Middleby shareholders will own approximately 76%, and Welbilt shareholders will own approximately 24% of the combined company.\n\nImage source: Middleby.\nNow what\nWelbilt has been in the food industry for 85 years, and was spun off from industrial conglomerate Manitowic in 2016. The company will join the commercial foodservice segment of Middleby. Combined, the companies had total sales of $3.7 billion in 2020, with 73% coming from that foodservice segment. Middleby also has a food processing group, and residential kitchen equipment that includes the Viking brand.\nMiddleby's strategy has been to acquire related businesses and integrate them to expand its technologies and offerings to customers, while lowering operating costs. Since 2018, Middleby has made more than 20 acquisitions. The company said within three years of completing the Welbilt acquisition, the company will be able to realized $100 million in annual savings.\nInvestors seem to like the potential savings and opportunities the combined companies will have to grow. The all-stock structure will also give Middleby flexibility to spend on research and development or future acquisitions. Investors don't seem to mind the added dilution, with Middleby shares also rising today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378658134,"gmtCreate":1619028477328,"gmtModify":1704718551125,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"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/378658134","repostId":"1182476779","repostType":4,"repost":{"id":"1182476779","kind":"news","pubTimestamp":1619019304,"share":"https://ttm.financial/m/news/1182476779?lang=&edition=fundamental","pubTime":"2021-04-21 23:35","market":"us","language":"en","title":"Is Square the Long-Term Stock for You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182476779","media":"Motley Fool","summary":"The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelmi","content":"<p>The digital payments company is just getting started.</p>\n<p><b>Square</b>&nbsp;(NYSE:SQ)&nbsp;came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. But the bigger story is that the&nbsp;fintech company's long-term potential became more apparent as the year went on, and the market rewarded shareholders with roughly 350% gains over the course of the year. ARK Invest chief Cathie Wood, whose investment decisions are watched by growth investors everywhere, has made Square&nbsp;one of her largest holdings. Is it the right long-term stock for you?</p>\n<p><b>The cashless society is coming</b></p>\n<p>Square operates two ecosystems: one for sellers, which caters to the small and medium-sized business clients that use its fintech solutions, and Cash App, which individuals use to send payments and related functions. In many ways, it's similar to fintech leader&nbsp;<b>PayPal</b>, which offers similar products and services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec52b2852a019a71e28772d69a6c0bc\" tg-width=\"2000\" tg-height=\"1488\"><span>IMAGE SOURCE: SQUARE.</span></p>\n<p>As would be expected, the seller division was mixed during the pandemic. Physical small businesses suffered during lockdowns, but many with digital capabilities flourished. Square sees a $100 billion addressable market, of which it has less than 3%.</p>\n<p>Cash App, though, was a high performer during the pandemic as people stayed home and relied on mobile wallets to send and receive money. The company also expanded features for Cash App, such as stock and&nbsp;<b>Bitcoin</b>&nbsp;trading, as well as Cash Card and a rewards program. More than a million Cash App users bought Bitcoin for the first time in Q4, and the cryptocurrency was traded two and a half times more than in Q4 2019. Square itself bought $230 million of Bitcoin recently as it steers itself toward an expanded digital payment ecosystem.</p>\n<p>CashApp users increased 50% over the prior year in the fourth quarter to 36 million, and Cash App revenue increased more than 500%. A little bit of context is necessary here: Square records Bitcoin volume as revenue, and Bitcoin accounted for 80% of Cash App revenue in the fourth quarter and more than half of total revenue. Without Bitcoin, though, Cash App still grew 137%.</p>\n<p>According to a McKinsey survey, digital penetration reached 78% in 2020, and that includes 93% for ages 13-34. People using more than one type of digital payment increased to 58%. More than half of survey respondents said they shifted to online shopping during the pandemic, and more than a third said they would increase that. The pandemic accelerated what was already a shift to digital payments, and that's good news for Square.</p>\n<p><b>The power of the mobile wallet</b></p>\n<p>Square is poised to benefit from the move to digital wallets, and that means increased revenue from a growing and engaged user base. A Cash App account is simpler to use than a bank account, and the \"ecosystem\" aspect of Cash App as a peer-to-peer payments account and trading account is a very attractive feature. As we become more cashless, Square's investments in its platform are likely to yield more customers, higher engagement, and increased revenue.</p>\n<p>Cash App is also becoming more profitable, with gross profit per user up 70% year over year in Q4. Square became profitable for the first time in 2018, and it's been posting more consistent profits over the past two years. Q4 earnings of $294 million were a 24% decrease year over year, but as the seller business gets back up to speed, that should increase.</p>\n<p>Square sees a more than $60 billion addressable market for Cash App, of which it has less than 2%. In the near term, it's planning to gain market share by expanding the Cash App product line and improving customer service. But it has strong tailwinds that will continue to accelerate digital payment adoption as we move away from the pandemic.</p>\n<p>If you're looking for a growth stock that offers potential in the short and long term, Square is a candidate for you. Square stock has gained more than 1,500% over the past five years, but there is much more opportunity ahead, and the company is making moves to harness its potential.</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>Is Square the Long-Term Stock for You?</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\">\nIs Square the Long-Term Stock for You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182476779","content_text":"The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. But the bigger story is that the fintech company's long-term potential became more apparent as the year went on, and the market rewarded shareholders with roughly 350% gains over the course of the year. ARK Invest chief Cathie Wood, whose investment decisions are watched by growth investors everywhere, has made Square one of her largest holdings. Is it the right long-term stock for you?\nThe cashless society is coming\nSquare operates two ecosystems: one for sellers, which caters to the small and medium-sized business clients that use its fintech solutions, and Cash App, which individuals use to send payments and related functions. In many ways, it's similar to fintech leader PayPal, which offers similar products and services.\nIMAGE SOURCE: SQUARE.\nAs would be expected, the seller division was mixed during the pandemic. Physical small businesses suffered during lockdowns, but many with digital capabilities flourished. Square sees a $100 billion addressable market, of which it has less than 3%.\nCash App, though, was a high performer during the pandemic as people stayed home and relied on mobile wallets to send and receive money. The company also expanded features for Cash App, such as stock and Bitcoin trading, as well as Cash Card and a rewards program. More than a million Cash App users bought Bitcoin for the first time in Q4, and the cryptocurrency was traded two and a half times more than in Q4 2019. Square itself bought $230 million of Bitcoin recently as it steers itself toward an expanded digital payment ecosystem.\nCashApp users increased 50% over the prior year in the fourth quarter to 36 million, and Cash App revenue increased more than 500%. A little bit of context is necessary here: Square records Bitcoin volume as revenue, and Bitcoin accounted for 80% of Cash App revenue in the fourth quarter and more than half of total revenue. Without Bitcoin, though, Cash App still grew 137%.\nAccording to a McKinsey survey, digital penetration reached 78% in 2020, and that includes 93% for ages 13-34. People using more than one type of digital payment increased to 58%. More than half of survey respondents said they shifted to online shopping during the pandemic, and more than a third said they would increase that. The pandemic accelerated what was already a shift to digital payments, and that's good news for Square.\nThe power of the mobile wallet\nSquare is poised to benefit from the move to digital wallets, and that means increased revenue from a growing and engaged user base. A Cash App account is simpler to use than a bank account, and the \"ecosystem\" aspect of Cash App as a peer-to-peer payments account and trading account is a very attractive feature. As we become more cashless, Square's investments in its platform are likely to yield more customers, higher engagement, and increased revenue.\nCash App is also becoming more profitable, with gross profit per user up 70% year over year in Q4. Square became profitable for the first time in 2018, and it's been posting more consistent profits over the past two years. Q4 earnings of $294 million were a 24% decrease year over year, but as the seller business gets back up to speed, that should increase.\nSquare sees a more than $60 billion addressable market for Cash App, of which it has less than 2%. In the near term, it's planning to gain market share by expanding the Cash App product line and improving customer service. But it has strong tailwinds that will continue to accelerate digital payment adoption as we move away from the pandemic.\nIf you're looking for a growth stock that offers potential in the short and long term, Square is a candidate for you. Square stock has gained more than 1,500% over the past five years, but there is much more opportunity ahead, and the company is making moves to harness its potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379580717,"gmtCreate":1618761994339,"gmtModify":1704714665524,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"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/379580717","repostId":"2128280868","repostType":4,"repost":{"id":"2128280868","kind":"news","pubTimestamp":1618739140,"share":"https://ttm.financial/m/news/2128280868?lang=&edition=fundamental","pubTime":"2021-04-18 17:45","market":"us","language":"en","title":"What Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128280868","media":"Simply Wall St.","summary":"A look at the shareholders of fuboTV Inc. (NYSE:FUBO) can tell us which group is most powerful. Inst","content":"<p>A look at the shareholders of <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> (NYSE:FUBO) can tell us which group is most powerful. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.</p>\n<p>fuboTV isn't enormous, but it's not particularly small either. It has a market capitalization of US$839m, which means it would generally expect to see some institutions on the share registry. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about fuboTV.</p>\n<p> View our latest analysis for fuboTV </p>\n<p><img src=\"https://static.tigerbbs.com/47699d702ab117ff4da5b395a14ba28c\" tg-width=\"821\" tg-height=\"270\" referrerpolicy=\"no-referrer\">NYSE:FUBO Ownership Breakdown April 18th 2021</p>\n<h3>What Does The Institutional Ownership Tell Us About fuboTV?</h3>\n<p>Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.</p>\n<p>As you can see, institutional investors have a fair amount of stake in fuboTV. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see fuboTV's historic earnings and revenue below, but keep in mind there's always more to the story.</p>\n<p><img src=\"https://static.tigerbbs.com/daee646288b3af9c6be73c03d7134222\" tg-width=\"821\" tg-height=\"524\" referrerpolicy=\"no-referrer\">NYSE:FUBO Earnings and Revenue Growth April 18th 2021</p>\n<p>Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in fuboTV. John Textor is currently the company's largest shareholder with 5.8% of shares outstanding. Sky Ventures is the second largest shareholder owning 5.0% of common stock, and Northzone Ventures holds about 4.9% of the company stock. Furthermore, CEO David Gandler is the owner of 2.1% of the company's shares.</p>\n<p>Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 17 shareholders, meaning that no single shareholder has a majority interest in the ownership.</p>\n<p>Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.</p>\n<h3>Insider Ownership Of fuboTV</h3>\n<p>While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.</p>\n<p>I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.</p>\n<p>Our most recent data indicates that insiders own a reasonable proportion of fuboTV Inc.. Insiders have a US$93m stake in this US$839m business. It is great to see insiders so invested in the business. It might be worth checking if those insiders have been buying recently.</p>\n<h3>General Public Ownership</h3>\n<p>The general public, with a 32% stake in the company, will not easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.</p>\n<h3>Private Company Ownership</h3>\n<p>We can see that Private Companies own 3.2%, of the shares on issue. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.</p>\n<h3>Next Steps:</h3>\n<p>It's always worth thinking about the different groups who own shares in a company. But to understand fuboTV better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted <b> 4 warning signs for fuboTV </b> (of which 1 doesn't sit too well with us!) you should know about.</p>\n<p>But ultimately <b> it is the future</b>, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.</p>\n<p>NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-18 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/percentage-fubotv-inc-nyse-fubo-094540838.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A look at the shareholders of fuboTV Inc. (NYSE:FUBO) can tell us which group is most powerful. Institutions often own shares in more established companies, while it's not unusual to see insiders own ...</p>\n\n<a href=\"https://finance.yahoo.com/news/percentage-fubotv-inc-nyse-fubo-094540838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCT":"Cricut, Inc.","FUBO":"fuboTV Inc.","TERN":"Terns Pharmaceuticals, Inc."},"source_url":"https://finance.yahoo.com/news/percentage-fubotv-inc-nyse-fubo-094540838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2128280868","content_text":"A look at the shareholders of fuboTV Inc. (NYSE:FUBO) can tell us which group is most powerful. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.\nfuboTV isn't enormous, but it's not particularly small either. It has a market capitalization of US$839m, which means it would generally expect to see some institutions on the share registry. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about fuboTV.\n View our latest analysis for fuboTV \nNYSE:FUBO Ownership Breakdown April 18th 2021\nWhat Does The Institutional Ownership Tell Us About fuboTV?\nInstitutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.\nAs you can see, institutional investors have a fair amount of stake in fuboTV. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see fuboTV's historic earnings and revenue below, but keep in mind there's always more to the story.\nNYSE:FUBO Earnings and Revenue Growth April 18th 2021\nInstitutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in fuboTV. John Textor is currently the company's largest shareholder with 5.8% of shares outstanding. Sky Ventures is the second largest shareholder owning 5.0% of common stock, and Northzone Ventures holds about 4.9% of the company stock. Furthermore, CEO David Gandler is the owner of 2.1% of the company's shares.\nLooking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 17 shareholders, meaning that no single shareholder has a majority interest in the ownership.\nResearching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.\nInsider Ownership Of fuboTV\nWhile the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.\nI generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.\nOur most recent data indicates that insiders own a reasonable proportion of fuboTV Inc.. Insiders have a US$93m stake in this US$839m business. It is great to see insiders so invested in the business. It might be worth checking if those insiders have been buying recently.\nGeneral Public Ownership\nThe general public, with a 32% stake in the company, will not easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.\nPrivate Company Ownership\nWe can see that Private Companies own 3.2%, of the shares on issue. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.\nNext Steps:\nIt's always worth thinking about the different groups who own shares in a company. But to understand fuboTV better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted  4 warning signs for fuboTV  (of which 1 doesn't sit too well with us!) you should know about.\nBut ultimately  it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.\nNB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379580458,"gmtCreate":1618761962774,"gmtModify":1704714665201,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Lollll","listText":"Lollll","text":"Lollll","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379580458","repostId":"1175692875","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":132581909,"gmtCreate":1622099188501,"gmtModify":1704179444550,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/132581909","repostId":"1156849069","repostType":4,"repost":{"id":"1156849069","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1622098615,"share":"https://ttm.financial/m/news/1156849069?lang=&edition=fundamental","pubTime":"2021-05-27 14:56","market":"us","language":"en","title":"Cathie Wood Loads Up Another $292K In SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=1156849069","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC Jaws Spitfire Acquisition CorpSPFR 0.4%which is set to take 3D printing company Velo3D public.The ArkAutonomous Technology & Robotics ETF bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.Velo3D is a 3D printer supplier for SpaceX, the space exploration company led by Tesla Inc TSLA 2.39%CE","content":"<p>Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC&nbsp;<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.4%which is set to take 3D printing company Velo3D public.</p>\n<p>The&nbsp;<b>ArkAutonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.</p>\n<p>Velo3D&nbsp;is a 3D printer supplier for SpaceX,&nbsp;the space exploration company led by&nbsp;<b>Tesla Inc</b>&nbsp;TSLA 2.39%CEO Elon Musk. It expects for the deal with Jaws Spitfire to close in the second half of the year and list under the \"VLD\" ticker on the New York Stock Exchange.</p>\n<p>The company was founded by billionaire Barry Sternlicht, the chairman of Miami-based investment firm Starwood Capital Group, which has about $80 billion worth of assets under management.</p>\n<p>Ark&nbsp;also holds 714,990 shares, worth about $7.1 million, of the companybackedby tennis player Serena Williams via the&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX).</p>\n<p>The investment firm’s&nbsp;<b>3D Printing ETF</b>(BATS:PRNT) is dedicated to the 3D printing industry. PRNT has grown about 22% and has&nbsp;<b>3D Systems Corp</b>DDD 8.82%as its top holdings among a total of 56 stocks.</p>\n<p>Some of the other key Ark Invest sells included&nbsp;<b>Guardant Health Inc</b>&nbsp;GH 0.49%,&nbsp;<b>Syros Pharmaceuticals Inc</b>&nbsp;SYRS 10.91%, and buys included&nbsp;<b>908 Devices Inc</b>&nbsp;MASS 1.23%.</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>Cathie Wood Loads Up Another $292K In SpaceX</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 Loads Up Another $292K In SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-05-27 14:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC&nbsp;<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.4%which is set to take 3D printing company Velo3D public.</p>\n<p>The&nbsp;<b>ArkAutonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.</p>\n<p>Velo3D&nbsp;is a 3D printer supplier for SpaceX,&nbsp;the space exploration company led by&nbsp;<b>Tesla Inc</b>&nbsp;TSLA 2.39%CEO Elon Musk. It expects for the deal with Jaws Spitfire to close in the second half of the year and list under the \"VLD\" ticker on the New York Stock Exchange.</p>\n<p>The company was founded by billionaire Barry Sternlicht, the chairman of Miami-based investment firm Starwood Capital Group, which has about $80 billion worth of assets under management.</p>\n<p>Ark&nbsp;also holds 714,990 shares, worth about $7.1 million, of the companybackedby tennis player Serena Williams via the&nbsp;<b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX).</p>\n<p>The investment firm’s&nbsp;<b>3D Printing ETF</b>(BATS:PRNT) is dedicated to the 3D printing industry. PRNT has grown about 22% and has&nbsp;<b>3D Systems Corp</b>DDD 8.82%as its top holdings among a total of 56 stocks.</p>\n<p>Some of the other key Ark Invest sells included&nbsp;<b>Guardant Health Inc</b>&nbsp;GH 0.49%,&nbsp;<b>Syros Pharmaceuticals Inc</b>&nbsp;SYRS 10.91%, and buys included&nbsp;<b>908 Devices Inc</b>&nbsp;MASS 1.23%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156849069","content_text":"Cathie Wood-led Ark Investment Management on Wednesday bought 29,301 shares, estimated to be worth about $292,131, in the SPAC Jaws Spitfire Acquisition CorpSPFR 0.4%which is set to take 3D printing company Velo3D public.\nThe ArkAutonomous Technology & Robotics ETF(BATS:ARKQ) bought 11,325 shares of Jaws Spitfire on Tuesday. ARKQ held 25,49,348 shares, worth about $25.3 million, ahead of Wednesday's trade.\nVelo3D is a 3D printer supplier for SpaceX, the space exploration company led by Tesla Inc TSLA 2.39%CEO Elon Musk. It expects for the deal with Jaws Spitfire to close in the second half of the year and list under the \"VLD\" ticker on the New York Stock Exchange.\nThe company was founded by billionaire Barry Sternlicht, the chairman of Miami-based investment firm Starwood Capital Group, which has about $80 billion worth of assets under management.\nArk also holds 714,990 shares, worth about $7.1 million, of the companybackedby tennis player Serena Williams via the Ark Space Exploration & Innovation ETF(BATS:ARKX).\nThe investment firm’s 3D Printing ETF(BATS:PRNT) is dedicated to the 3D printing industry. PRNT has grown about 22% and has 3D Systems CorpDDD 8.82%as its top holdings among a total of 56 stocks.\nSome of the other key Ark Invest sells included Guardant Health Inc GH 0.49%, Syros Pharmaceuticals Inc SYRS 10.91%, and buys included 908 Devices Inc MASS 1.23%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577164655493669","authorId":"3577164655493669","name":"Leo_T","avatar":"https://static.tigerbbs.com/4639e7c3fcdc38b65d6833798171bf2d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577164655493669","authorIdStr":"3577164655493669"},"content":"well well","text":"well well","html":"well well"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131387812,"gmtCreate":1621828619836,"gmtModify":1704362915645,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Yo","listText":"Yo","text":"Yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131387812","repostId":"1128354126","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378658710,"gmtCreate":1619028576230,"gmtModify":1704718551608,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Commend","listText":"Commend","text":"Commend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/378658710","repostId":"2129774288","repostType":4,"repost":{"id":"2129774288","kind":"highlight","pubTimestamp":1619019000,"share":"https://ttm.financial/m/news/2129774288?lang=&edition=fundamental","pubTime":"2021-04-21 23:30","market":"us","language":"en","title":"Why Welbilt Stock Jumped Over 30% Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2129774288","media":"Motley Fool","summary":"The commercial foodservice company is being acquired by a larger competitor.","content":"<h2>What happened</h2>\n<p>Shares of commercial foodservice company <b>Welbilt</b> (NYSE:WBT) soared Wednesday morning after it announced plans to be acquired by larger competitor <b>Middleby</b> (NASDAQ:MIDD). Investors think the combination that will create a kitchen equipment supply leader in the commercial foodservice space is a good <a href=\"https://laohu8.com/S/AONE\">one</a> for shareholders of both companies. As of 10:55 a.m. EDT, shares of Welbilt were up about 36% and those of Middleby were trading about 3.4% higher.</p>\n<h2>So what</h2>\n<p>Middleby will purchase Welbilt in an all-stock transaction for an amount equal to $4.3 billion, including debt. The figure represents a 28% premium to Welbilt's 30-day average share price. Once closed, Middleby shareholders will own approximately 76%, and Welbilt shareholders will own approximately 24% of the combined company.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622284%2Fmiddlebyviking.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Middleby.</p>\n<h2>Now what</h2>\n<p>Welbilt has been in the food industry for 85 years, and was spun off from industrial conglomerate <b>Manitowic</b>&nbsp;in 2016. The company will join the commercial foodservice segment of Middleby. Combined, the companies had total sales of $3.7 billion in 2020, with 73% coming from that foodservice segment. Middleby also has a food processing group, and residential kitchen equipment that includes the Viking brand.</p>\n<p>Middleby's strategy has been to acquire related businesses and integrate them to expand its technologies and offerings to customers, while lowering operating costs. Since 2018, Middleby has made more than 20 acquisitions. The company said within three years of completing the Welbilt acquisition, the company will be able to realized $100 million in annual savings.</p>\n<p>Investors seem to like the potential savings and opportunities the combined companies will have to grow. The all-stock structure will also give Middleby flexibility to spend on research and development or future acquisitions. Investors don't seem to mind the added dilution, with Middleby shares also rising today.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Welbilt Stock Jumped Over 30% Today</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 Welbilt Stock Jumped Over 30% Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/why-welbilt-stock-jumped-over-30-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of commercial foodservice company Welbilt (NYSE:WBT) soared Wednesday morning after it announced plans to be acquired by larger competitor Middleby (NASDAQ:MIDD). Investors think ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/why-welbilt-stock-jumped-over-30-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MIDD":"The Middleby Corporation"},"source_url":"https://www.fool.com/investing/2021/04/21/why-welbilt-stock-jumped-over-30-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129774288","content_text":"What happened\nShares of commercial foodservice company Welbilt (NYSE:WBT) soared Wednesday morning after it announced plans to be acquired by larger competitor Middleby (NASDAQ:MIDD). Investors think the combination that will create a kitchen equipment supply leader in the commercial foodservice space is a good one for shareholders of both companies. As of 10:55 a.m. EDT, shares of Welbilt were up about 36% and those of Middleby were trading about 3.4% higher.\nSo what\nMiddleby will purchase Welbilt in an all-stock transaction for an amount equal to $4.3 billion, including debt. The figure represents a 28% premium to Welbilt's 30-day average share price. Once closed, Middleby shareholders will own approximately 76%, and Welbilt shareholders will own approximately 24% of the combined company.\n\nImage source: Middleby.\nNow what\nWelbilt has been in the food industry for 85 years, and was spun off from industrial conglomerate Manitowic in 2016. The company will join the commercial foodservice segment of Middleby. Combined, the companies had total sales of $3.7 billion in 2020, with 73% coming from that foodservice segment. Middleby also has a food processing group, and residential kitchen equipment that includes the Viking brand.\nMiddleby's strategy has been to acquire related businesses and integrate them to expand its technologies and offerings to customers, while lowering operating costs. Since 2018, Middleby has made more than 20 acquisitions. The company said within three years of completing the Welbilt acquisition, the company will be able to realized $100 million in annual savings.\nInvestors seem to like the potential savings and opportunities the combined companies will have to grow. The all-stock structure will also give Middleby flexibility to spend on research and development or future acquisitions. Investors don't seem to mind the added dilution, with Middleby shares also rising today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112085113,"gmtCreate":1622824975232,"gmtModify":1704192052343,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112085113","repostId":"1167651093","repostType":4,"repost":{"id":"1167651093","kind":"news","pubTimestamp":1622820402,"share":"https://ttm.financial/m/news/1167651093?lang=&edition=fundamental","pubTime":"2021-06-04 23:26","market":"us","language":"en","title":"Shopify Is An Expensive Stock That Keeps Delivering The Goods","url":"https://stock-news.laohu8.com/highlight/detail?id=1167651093","media":"seekingalpha","summary":"Summary\n\nShopify has consistently delivered for long-term investors who have kept faith with the com","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shopify has consistently delivered for long-term investors who have kept faith with the company despite its high valuations.</li>\n <li>The company has multiple growth drivers in Payments, and International markets to further drive its growth story.</li>\n <li>Its technical picture also shows a stock that has always been strongly supported along its long-term uptrend.</li>\n <li>I attempt to discuss the key aspects of its operating performances and why investors should also focus on international expansion as a key aspect of e-commerce growth.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52317e0f54753da09429856ece6bc6b5\" tg-width=\"768\" tg-height=\"512\"><span>Photo by JHVEPhoto/iStock Editorial via Getty ImagesInvestment Thesis</span></p>\n<p>Shopify (SHOP) is one of the most hotly debated e-commerce stocks because of its explosive revenue growth rates and its high valuations. The company continues to demonstrate both stellar topline and bottomline growth while also improving its cash flow margins. The management’s ability to monetize its merchants through Shopify Payments and its suite of merchant solutions is a masterstroke that shows the capability of the management to be able to continue executing its high growth strategies with aplomb moving forward. Despite its relatively high valuation levels, it also remains a very strong stock from the technical point of view, so bullish investors may consider adding it at the next dip.</p>\n<p><b>Shopify: Defying Amazon’s Valuation Logic</b></p>\n<p>Shopify’s critics have often questioned the logic of investing in Shopify when you can invest in Amazon (AMZN) for a fraction of its expensive valuation. Yet, investors in SHOP continue to defy “common valuation logic” by pointing to Shopify’s incredible growth rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2dcffad535b32122075c2b0af38ff14\" tg-width=\"1280\" tg-height=\"818\"><span>SHOP and AMZN LTM Revenue Growth Trend. Data Source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d799fb8dc581602cf953723e8439b3\" tg-width=\"1280\" tg-height=\"710\"><span>AMZN and SHOP LTM Revenue YoY Growth &amp; Revenue 3Y CAGR. Data Source: S&amp;P Capital IQ</span></p>\n<p>Over the last 5 years, SHOP’s revenue growth has easily surpassed AMZN at every reporting quarter, and the pandemic fueled e-commerce tailwind also drove higher growth to SHOP as its LTM revenue YoY growth read 99.6% as compared to AMZN’s “meagre” 41.5%. Moreover, SHOP’s revenue 3Y CAGR of 63.3% also easily bested AMZN’s 3Y CAGR of 29.5%. So clearly, SHOP’s growth has been truly phenomenal.</p>\n<p><b>Shopify's Compelling Merchant Solutions Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/530e31580ddf7319700509d7bb77eadf\" tg-width=\"979\" tg-height=\"605\"><span>Shopify Revenue Segments. Data Source: Company Filings</span></p>\n<p>In recent years, we could see that even though Shopify’s revenue growth has been pretty much broad-based, its merchant solutions segment has been taking up an increasingly large contribution in the company’s revenue base and have transformed itself into Shopify’s most important revenue driver, accounting for 67.6% of Q1’21 revenue. The shift towards increasing the revenue base of merchant solutions has seen the company continuing to roll out multiple new merchant solutions initiatives and services to further monetize the company’s merchant base and improve the strength of its ecosystem, therefore enhancing its “stickiness” and retention over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e25591146598f17356e29c09b22ee48a\" tg-width=\"873\" tg-height=\"540\"><span>Shopify Subscription Solutions and Merchant Solutions YoY Growth. Data Source: Company Filings</span></p>\n<p>Investors should be careful not to get too excited with the pulled forward growth as a result of the COVID-19 pandemic that we observed in FY 20 as seen above. The management has already strongly emphasized in their guidance that they do not expect this to repeat, and&nbsp;expects YoY growth to normalize&nbsp;to levels seen before the pandemic, which in this case is estimated to be somewhere north of 50%. Even though growth is expected to normalize moving forward, it’s not as if SHOP has been growing slowly and more importantly the pulled forward growth last year has allowed SHOP to dramatically increase its merchants growth onto its platform for future monetization within Shopify’s robust ecosystem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a81297d610a91d9faaac76cab97c2a46\" tg-width=\"914\" tg-height=\"566\"><span>Shopify Segment Gross Margins. Data Source: Company Filings</span></p>\n<p>Although Q1’21’s gross margin was higher than recent historical trends, we should not expect this to carry on moving forward. The management pointed out clearly that the company is focusing its efforts to continue improving its robust ecosystem for its merchants such as developing the Shopify Fulfillment Network [SFN], as it expects that the&nbsp;merchant solutions segment to continue driving its revenue growth&nbsp;even if it means lesser gross margins moving forward.</p>\n<p><b>Shopify Payments is the Key to Unlock the Benefits from GMV Growth</b></p>\n<p>Despite that, the company clarified that as Shopify Payments continue to see increased adoption and usage among its merchants, the company expects to see significant improvement to its SG&amp;A efficiencies as Shopify Payments has a much lesser impact on SG&amp;A margins, therefore leading to improvement on operating efficiencies as Shopify Payments scale up further.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96f95af102893b8aa172d3bbb38e04e5\" tg-width=\"1280\" tg-height=\"724\"><span>SHOP EBIT Margin, SG&amp;A Margin, R&amp;D Margin, Gross Margin. Data Source: S&amp;P Capital IQ</span></p>\n<p>Clearly, investors could see that despite posting a relatively high LTM gross margin profile in Q1’21: 53.5%, it has only recently turned LTM EBIT profitable (Q1’21: 10.5%), thanks to the company’s solid improvement with its operating efficiencies even though the gross margin profile has remained stable over time, even with the pulled forward growth from COVID-19 last year.</p>\n<p>We could see a consistently declining LTM SG&amp;A margin trend reaching 24.8% in Q1’21 from a high of 44.1% in Q4’16, signifying a huge improvement. Therefore, I’m confident that SHOP would continue to deliver improved operating efficiencies as it scales up its SFN to further strengthen its ecosystem, creating even more value and synergies for its merchants and their customers.</p>\n<p><b>SHOP’s GMV and GPV Analysis. Data Source: Company Filings</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6f4cabe3fd5b28627f459fb7c38d30d\" tg-width=\"600\" tg-height=\"371\"><span>SHOP’s GMV and GPV YoY Growth. Data Source: Company Filings</span></p>\n<p>We could clearly see the increasingly important role of Shopify Payments for its merchants as more and more merchants are using Shopify Payments over time as GPV growth has outpaced GMV growth consistently, with Q1’21 reading coming in at 137% YoY growth and 114.4% YoY growth, respectively.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2221628cdde154ad2c8a97a321036aa9\" tg-width=\"600\" tg-height=\"371\"><span>SHOP GPV as a % of GMV. Data Source: Company Filings</span></p>\n<p>With the increased adoption and usage of Shopify Payments, in Q1’21 GPV formed 46.4% of GMV, from a low of 37.5% of GMV just 3 years ago. I believe Shopify is moving in the right direction to continue driving more and more merchants towards Shopify Payments as it creates a powerful flywheel to unlock even more and more of the expected massive GMV growth moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0258ae827634f290dfe0d7d81fd92809\" tg-width=\"600\" tg-height=\"371\"><span>Shopify MRR. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2376f5f19c5f4a4cb9e4f4bb797fcb64\" tg-width=\"600\" tg-height=\"371\"><span>Shopify MRR YoY Growth. Data Source: Company Filings</span></p>\n<p>The sustained improvement in GPV growth has come at an important juncture as SHOP had already been experiencing slower MRR growth pre-pandemic (from 36% in Q1’19 to 21% in Q2’20). Therefore, by strategically being able to monetize its merchants in other areas has helped to manage this slowdown, while at the same time opened up many new revenue opportunities for Merchant Solutions to help drive the company’s future growth.</p>\n<p><b>The Importance of International Expansion</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26d7cd04a66b877c2669945d4f9a68ef\" tg-width=\"1280\" tg-height=\"775\"><span>Shopify Revenue by Merchant Location. Data Source: Company Filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31774ad4abd47199de636274620d5302\" tg-width=\"807\" tg-height=\"499\"><span>Shopify Revenue by Merchant Location YoY Growth. Data Source: Company Filings</span></p>\n<p>Although U.S. merchants continue to be SHOP’s most important revenue driver (66.7% of FY 20 revenue), the company has also experienced rapid growth in other geographical markets, particularly in its Rest of World segment. As we can observe from the above chart, U.S. growth has already been trending down pre-pandemic, while Rest of World growth has continued to grow rapidly and consistently.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39fd8a089cc64ae41da56ef8a8ddafe3\" tg-width=\"966\" tg-height=\"597\"><span>Amazon Revenue Segments YoY Growth. Data Source: Company Filings</span></p>\n<p>We also observed this from AMZN’s International segment growth where although it has been somewhat of a laggard in previous quarters, it has started to outpace North America’s growth for the last 2 quarters, culminating in Q1’21 YoY growth of 60.4% for the International segment against 39.5% for the North America segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7909e7fdd6bf5972121d1a9a70f75a46\" tg-width=\"600\" tg-height=\"371\"><span>U.S. Retail e-commerce revenue 2017 to 2025. Data Source: Statista</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c99e9a30fb46d3d1f22e77b72c40740\" tg-width=\"600\" tg-height=\"371\"><span>U.S. Retail e-commerce revenue YoY Growth. Data Source: Statista</span></p>\n<p>We could see from the above why ramping up growth internationally is so important for Shopify to continue delivering its expected spectacular growth rates. Even though Shopify merchants sell internationally, the fact that the SFN currently serves only businesses whosell to U.S. customersindicates the significance of the U.S. consumers to Shopify’s ecommerce revenues. However, as the growth of U.S. retail e-commerce revenue is expected to slow down over time (from 8.7% YoY in 2021 to 2.7% YoY by 2025), companies like Shopify who rely on high growth to justify its valuation must either take market share away from its key competitors or look for growth outside of the United States.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e60f4fcd9254552bdd46a6d9c613384d\" tg-width=\"600\" tg-height=\"371\"><span>Value of Southeast Asia e-commerce market. Data Source: Google, Temasek Holdings, Bain &amp; Company</span></p>\n<p>For example, if we look across to Southeast Asia, and compare the growth rates of the Southeast Asian market (expected 5Y CAGR for 2020 to 2025: 22.6%) and the United States market (expected 5Y CAGR for 2020 to 2025: 3.73%), it’s easy to see which market will be the key driver of e-commerce growth in the near future. There’s no doubt that the U.S. market remains an extremely important market given its size, however much of the future growth will likely come from overseas markets. Therefore, it’s important that Shopify continues to drive growth across other geographical markets.</p>\n<p><b>Let's Bring in Sea Limited</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40fe31435cdc50217df4172982b7354\" tg-width=\"1280\" tg-height=\"821\"><span>Sea Limited &amp; SHOP EBIT Margin, Gross Margin. Data Source: S&amp;P Capital IQ</span></p>\n<p>In order to look at Shopify’s growth opportunities in the Southeast Asian market, I thought it would be important to first consider the most important e-commerce player in that region: Sea Limited (SE), which I had previouslycovered in detail in an article hererecently.</p>\n<p>It’s easy to see how SHOP’s more profitable business model on relying on subscriptions and merchant solutions drove a much higher EBIT margin as compared to SE’s online marketplace platform: Shopee, which is currently being supported by the company’s profitable Garena gaming segment.</p>\n<p>Despite that, Sea has still been able to drive significant revenue growth and operating efficiencies such that its EBIT margins have seen remarkable improvement.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/788d4d4399cbdeb497792a1f90868e47\" tg-width=\"1280\" tg-height=\"714\"><span>EBIT Margin Forecast. Data Source: S&amp;P Capital IQ</span></p>\n<p>When we modelled SE and SHOP’s EBIT margins moving forward, we could see how both companies’ improving cost efficiencies, notably from the reduction in SG&amp;A margins, would help both companies to continue improving their operating margins over time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f94e62035fe5fc04eaeb95b7d760df28\" tg-width=\"1280\" tg-height=\"703\"><span>SE and SHOP Projected Unlevered FCF Margin. Data Source: S&amp;P Capital IQ</span></p>\n<p>This is where their SE is expected to pull ahead. In modelling their FCF, SE is expected to generate so much FCF from its revenue growth and operating profits that the company looks increasingly like a massive cash flow machine moving forward. It’s not as if SHOP looks sloppy, but when compared to SE’s FCF margins, they certainly don’t look as impressive though.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa625e12090dfc0f64e439c278b5b9d0\" tg-width=\"1280\" tg-height=\"649\"><span>SE and SHOP Projected Revenue CAGR (5Y, 10Y), 10Y Projected Av. Unlevered FCF Margin, EV / FY+1 Rev. Data Source: S&amp;P Capital IQ</span></p>\n<p>More importantly, when we bring their current valuation levels into the picture (EV / FY+1 Rev), we could see that SE’s current valuation (16.3x) looks so much more attractive than SHOP’s (32.7x), while being able to convert that rapid revenue growth into higher FCF margins. It should also be noted that I have modelled both companies to continue their blockbuster performances: SE (5Y CAGR of 44.3%, 10Y CAGR of 26.7%), SHOP (5Y CAGR 41.4%, 10Y CAGR 32.3%).</p>\n<p>Therefore, for investors who would like a share of that rapid international growth in the Southeast Asian market coupled with a leading cash flow generating gaming segment, you should look no further than SE.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4df93eabc2cf51bdca0056071317076a\" tg-width=\"600\" tg-height=\"371\"><span>Market share of e-commerce software platforms in the U.S. in 2021 Data Source: Builtwith</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2485bbbc639e9512e106f6dd1ab48ff\" tg-width=\"600\" tg-height=\"371\"><span>Unique visitors to the most popular online retailers in SEA in 2020. Data Source: iPrice Group, SimilarWeb, Marketing in Asia</span></p>\n<p>When we consider the competitive economics in the U.S. against Southeast Asia, it becomes very clear. Shopify faces strong competition within its software platform segment, without accounting for Amazon’s prowess as well. Even though I expect Shopify to continue its rapid expansion, I believe that it faces more intensive competitive threats than Sea Limited as the pie in the U.S. is expected to grow slower over time. SHOP needs almost perfect execution every quarter to justify its lofty valuations.</p>\n<p>As compared to SE, it is clearly the dominant online marketplace now in Southeast Asia by a fairly large margin, and its prowess and scale is also growing, further stretching the distance from its competitors. Coupled with its ShopeePay payments platform, it also creates a flywheel effect similar to what Shopify Payments does for Shopify. The leadership in Southeast Asia is surely Sea’s to lose, and there’s so much potential growth that the company can capture in this region as the undisputed leader. When we consider Shopify’s valuations against SE’s it looks quite clear SE’s valuation looks more attractive now, with stronger market leadership and arguably higher potential growth.</p>\n<p><b>Price Action and Technical Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a9782afa86bafbd3d2e54e41e0c1d13\" tg-width=\"1280\" tg-height=\"794\"><span>Source: TradingView</span></p>\n<p>SHOP’s price action has been stuck somewhat in a large consolidation phase since Oct 20, with the bull trap set in Feb 21 at around the $1500 level. Support was found at around the $1000 level, with further support at around the $835 level for investors who wish to add further into SHOP. It’s important to note that despite SHOP’s lofty valuations, its long term uptrend bias has never been threatened, and I expect this to carry on moving forward.</p>\n<p><b>Wrapping it all up</b></p>\n<p>Although Shopify is one of the most expensive high quality e-commerce stocks right now, it’s also expected to generate rapid growth ahead with its ever improving ecosystem for its merchants. Coupled with one of the strongest long term uptrend biases that I have seen for stocks (It didn’t lose its key support levels even during the COVID-19 bear market), I believe this puts SHOP in a strong position as a stock to add aggressively at the next big dip.</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>Shopify Is An Expensive Stock That Keeps Delivering The Goods</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\">\nShopify Is An Expensive Stock That Keeps Delivering The Goods\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433111-shopify-an-expensive-stock-that-keeps-delivering><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShopify has consistently delivered for long-term investors who have kept faith with the company despite its high valuations.\nThe company has multiple growth drivers in Payments, and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433111-shopify-an-expensive-stock-that-keeps-delivering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/article/4433111-shopify-an-expensive-stock-that-keeps-delivering","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167651093","content_text":"Summary\n\nShopify has consistently delivered for long-term investors who have kept faith with the company despite its high valuations.\nThe company has multiple growth drivers in Payments, and International markets to further drive its growth story.\nIts technical picture also shows a stock that has always been strongly supported along its long-term uptrend.\nI attempt to discuss the key aspects of its operating performances and why investors should also focus on international expansion as a key aspect of e-commerce growth.\n\nPhoto by JHVEPhoto/iStock Editorial via Getty ImagesInvestment Thesis\nShopify (SHOP) is one of the most hotly debated e-commerce stocks because of its explosive revenue growth rates and its high valuations. The company continues to demonstrate both stellar topline and bottomline growth while also improving its cash flow margins. The management’s ability to monetize its merchants through Shopify Payments and its suite of merchant solutions is a masterstroke that shows the capability of the management to be able to continue executing its high growth strategies with aplomb moving forward. Despite its relatively high valuation levels, it also remains a very strong stock from the technical point of view, so bullish investors may consider adding it at the next dip.\nShopify: Defying Amazon’s Valuation Logic\nShopify’s critics have often questioned the logic of investing in Shopify when you can invest in Amazon (AMZN) for a fraction of its expensive valuation. Yet, investors in SHOP continue to defy “common valuation logic” by pointing to Shopify’s incredible growth rates.\nSHOP and AMZN LTM Revenue Growth Trend. Data Source: S&P Capital IQ\nAMZN and SHOP LTM Revenue YoY Growth & Revenue 3Y CAGR. Data Source: S&P Capital IQ\nOver the last 5 years, SHOP’s revenue growth has easily surpassed AMZN at every reporting quarter, and the pandemic fueled e-commerce tailwind also drove higher growth to SHOP as its LTM revenue YoY growth read 99.6% as compared to AMZN’s “meagre” 41.5%. Moreover, SHOP’s revenue 3Y CAGR of 63.3% also easily bested AMZN’s 3Y CAGR of 29.5%. So clearly, SHOP’s growth has been truly phenomenal.\nShopify's Compelling Merchant Solutions Growth Drivers\nShopify Revenue Segments. Data Source: Company Filings\nIn recent years, we could see that even though Shopify’s revenue growth has been pretty much broad-based, its merchant solutions segment has been taking up an increasingly large contribution in the company’s revenue base and have transformed itself into Shopify’s most important revenue driver, accounting for 67.6% of Q1’21 revenue. The shift towards increasing the revenue base of merchant solutions has seen the company continuing to roll out multiple new merchant solutions initiatives and services to further monetize the company’s merchant base and improve the strength of its ecosystem, therefore enhancing its “stickiness” and retention over time.\nShopify Subscription Solutions and Merchant Solutions YoY Growth. Data Source: Company Filings\nInvestors should be careful not to get too excited with the pulled forward growth as a result of the COVID-19 pandemic that we observed in FY 20 as seen above. The management has already strongly emphasized in their guidance that they do not expect this to repeat, and expects YoY growth to normalize to levels seen before the pandemic, which in this case is estimated to be somewhere north of 50%. Even though growth is expected to normalize moving forward, it’s not as if SHOP has been growing slowly and more importantly the pulled forward growth last year has allowed SHOP to dramatically increase its merchants growth onto its platform for future monetization within Shopify’s robust ecosystem.\nShopify Segment Gross Margins. Data Source: Company Filings\nAlthough Q1’21’s gross margin was higher than recent historical trends, we should not expect this to carry on moving forward. The management pointed out clearly that the company is focusing its efforts to continue improving its robust ecosystem for its merchants such as developing the Shopify Fulfillment Network [SFN], as it expects that the merchant solutions segment to continue driving its revenue growth even if it means lesser gross margins moving forward.\nShopify Payments is the Key to Unlock the Benefits from GMV Growth\nDespite that, the company clarified that as Shopify Payments continue to see increased adoption and usage among its merchants, the company expects to see significant improvement to its SG&A efficiencies as Shopify Payments has a much lesser impact on SG&A margins, therefore leading to improvement on operating efficiencies as Shopify Payments scale up further.\nSHOP EBIT Margin, SG&A Margin, R&D Margin, Gross Margin. Data Source: S&P Capital IQ\nClearly, investors could see that despite posting a relatively high LTM gross margin profile in Q1’21: 53.5%, it has only recently turned LTM EBIT profitable (Q1’21: 10.5%), thanks to the company’s solid improvement with its operating efficiencies even though the gross margin profile has remained stable over time, even with the pulled forward growth from COVID-19 last year.\nWe could see a consistently declining LTM SG&A margin trend reaching 24.8% in Q1’21 from a high of 44.1% in Q4’16, signifying a huge improvement. Therefore, I’m confident that SHOP would continue to deliver improved operating efficiencies as it scales up its SFN to further strengthen its ecosystem, creating even more value and synergies for its merchants and their customers.\nSHOP’s GMV and GPV Analysis. Data Source: Company Filings\nSHOP’s GMV and GPV YoY Growth. Data Source: Company Filings\nWe could clearly see the increasingly important role of Shopify Payments for its merchants as more and more merchants are using Shopify Payments over time as GPV growth has outpaced GMV growth consistently, with Q1’21 reading coming in at 137% YoY growth and 114.4% YoY growth, respectively.\nSHOP GPV as a % of GMV. Data Source: Company Filings\nWith the increased adoption and usage of Shopify Payments, in Q1’21 GPV formed 46.4% of GMV, from a low of 37.5% of GMV just 3 years ago. I believe Shopify is moving in the right direction to continue driving more and more merchants towards Shopify Payments as it creates a powerful flywheel to unlock even more and more of the expected massive GMV growth moving forward.\nShopify MRR. Data Source: Company Filings\nShopify MRR YoY Growth. Data Source: Company Filings\nThe sustained improvement in GPV growth has come at an important juncture as SHOP had already been experiencing slower MRR growth pre-pandemic (from 36% in Q1’19 to 21% in Q2’20). Therefore, by strategically being able to monetize its merchants in other areas has helped to manage this slowdown, while at the same time opened up many new revenue opportunities for Merchant Solutions to help drive the company’s future growth.\nThe Importance of International Expansion\nShopify Revenue by Merchant Location. Data Source: Company Filings\nShopify Revenue by Merchant Location YoY Growth. Data Source: Company Filings\nAlthough U.S. merchants continue to be SHOP’s most important revenue driver (66.7% of FY 20 revenue), the company has also experienced rapid growth in other geographical markets, particularly in its Rest of World segment. As we can observe from the above chart, U.S. growth has already been trending down pre-pandemic, while Rest of World growth has continued to grow rapidly and consistently.\nAmazon Revenue Segments YoY Growth. Data Source: Company Filings\nWe also observed this from AMZN’s International segment growth where although it has been somewhat of a laggard in previous quarters, it has started to outpace North America’s growth for the last 2 quarters, culminating in Q1’21 YoY growth of 60.4% for the International segment against 39.5% for the North America segment.\nU.S. Retail e-commerce revenue 2017 to 2025. Data Source: Statista\nU.S. Retail e-commerce revenue YoY Growth. Data Source: Statista\nWe could see from the above why ramping up growth internationally is so important for Shopify to continue delivering its expected spectacular growth rates. Even though Shopify merchants sell internationally, the fact that the SFN currently serves only businesses whosell to U.S. customersindicates the significance of the U.S. consumers to Shopify’s ecommerce revenues. However, as the growth of U.S. retail e-commerce revenue is expected to slow down over time (from 8.7% YoY in 2021 to 2.7% YoY by 2025), companies like Shopify who rely on high growth to justify its valuation must either take market share away from its key competitors or look for growth outside of the United States.\nValue of Southeast Asia e-commerce market. Data Source: Google, Temasek Holdings, Bain & Company\nFor example, if we look across to Southeast Asia, and compare the growth rates of the Southeast Asian market (expected 5Y CAGR for 2020 to 2025: 22.6%) and the United States market (expected 5Y CAGR for 2020 to 2025: 3.73%), it’s easy to see which market will be the key driver of e-commerce growth in the near future. There’s no doubt that the U.S. market remains an extremely important market given its size, however much of the future growth will likely come from overseas markets. Therefore, it’s important that Shopify continues to drive growth across other geographical markets.\nLet's Bring in Sea Limited\nSea Limited & SHOP EBIT Margin, Gross Margin. Data Source: S&P Capital IQ\nIn order to look at Shopify’s growth opportunities in the Southeast Asian market, I thought it would be important to first consider the most important e-commerce player in that region: Sea Limited (SE), which I had previouslycovered in detail in an article hererecently.\nIt’s easy to see how SHOP’s more profitable business model on relying on subscriptions and merchant solutions drove a much higher EBIT margin as compared to SE’s online marketplace platform: Shopee, which is currently being supported by the company’s profitable Garena gaming segment.\nDespite that, Sea has still been able to drive significant revenue growth and operating efficiencies such that its EBIT margins have seen remarkable improvement.\nEBIT Margin Forecast. Data Source: S&P Capital IQ\nWhen we modelled SE and SHOP’s EBIT margins moving forward, we could see how both companies’ improving cost efficiencies, notably from the reduction in SG&A margins, would help both companies to continue improving their operating margins over time.\nSE and SHOP Projected Unlevered FCF Margin. Data Source: S&P Capital IQ\nThis is where their SE is expected to pull ahead. In modelling their FCF, SE is expected to generate so much FCF from its revenue growth and operating profits that the company looks increasingly like a massive cash flow machine moving forward. It’s not as if SHOP looks sloppy, but when compared to SE’s FCF margins, they certainly don’t look as impressive though.\nSE and SHOP Projected Revenue CAGR (5Y, 10Y), 10Y Projected Av. Unlevered FCF Margin, EV / FY+1 Rev. Data Source: S&P Capital IQ\nMore importantly, when we bring their current valuation levels into the picture (EV / FY+1 Rev), we could see that SE’s current valuation (16.3x) looks so much more attractive than SHOP’s (32.7x), while being able to convert that rapid revenue growth into higher FCF margins. It should also be noted that I have modelled both companies to continue their blockbuster performances: SE (5Y CAGR of 44.3%, 10Y CAGR of 26.7%), SHOP (5Y CAGR 41.4%, 10Y CAGR 32.3%).\nTherefore, for investors who would like a share of that rapid international growth in the Southeast Asian market coupled with a leading cash flow generating gaming segment, you should look no further than SE.\nMarket share of e-commerce software platforms in the U.S. in 2021 Data Source: Builtwith\nUnique visitors to the most popular online retailers in SEA in 2020. Data Source: iPrice Group, SimilarWeb, Marketing in Asia\nWhen we consider the competitive economics in the U.S. against Southeast Asia, it becomes very clear. Shopify faces strong competition within its software platform segment, without accounting for Amazon’s prowess as well. Even though I expect Shopify to continue its rapid expansion, I believe that it faces more intensive competitive threats than Sea Limited as the pie in the U.S. is expected to grow slower over time. SHOP needs almost perfect execution every quarter to justify its lofty valuations.\nAs compared to SE, it is clearly the dominant online marketplace now in Southeast Asia by a fairly large margin, and its prowess and scale is also growing, further stretching the distance from its competitors. Coupled with its ShopeePay payments platform, it also creates a flywheel effect similar to what Shopify Payments does for Shopify. The leadership in Southeast Asia is surely Sea’s to lose, and there’s so much potential growth that the company can capture in this region as the undisputed leader. When we consider Shopify’s valuations against SE’s it looks quite clear SE’s valuation looks more attractive now, with stronger market leadership and arguably higher potential growth.\nPrice Action and Technical Analysis\nSource: TradingView\nSHOP’s price action has been stuck somewhat in a large consolidation phase since Oct 20, with the bull trap set in Feb 21 at around the $1500 level. Support was found at around the $1000 level, with further support at around the $835 level for investors who wish to add further into SHOP. It’s important to note that despite SHOP’s lofty valuations, its long term uptrend bias has never been threatened, and I expect this to carry on moving forward.\nWrapping it all up\nAlthough Shopify is one of the most expensive high quality e-commerce stocks right now, it’s also expected to generate rapid growth ahead with its ever improving ecosystem for its merchants. Coupled with one of the strongest long term uptrend biases that I have seen for stocks (It didn’t lose its key support levels even during the COVID-19 bear market), I believe this puts SHOP in a strong position as a stock to add aggressively at the next big dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190460930,"gmtCreate":1620644674120,"gmtModify":1704346017352,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190460930","repostId":"1118102058","repostType":4,"repost":{"id":"1118102058","kind":"news","pubTimestamp":1620639931,"share":"https://ttm.financial/m/news/1118102058?lang=&edition=fundamental","pubTime":"2021-05-10 17:45","market":"us","language":"en","title":"What ARK Invest CEO Cathie Wood Thinks Of Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102058","media":"The Street","summary":"Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cup","content":"<blockquote>\n Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cupertino company’s shares, and when she might buy more of them.\n</blockquote>\n<p>One of the rock-star investment managers of the past 12 to 18 months has been ARK Invest’s CEO and CIO Cathie Wood. Her firm is generally associated with equity bets on tech disrupters that present high growth potential: from autonomous systems to genomics to energy storage.</p>\n<p>Few know, however, that ARK also invests in Apple stock (ticker $AAPL) – a mega-cap name that is much more scaled than most tech companies that Cathie Wood’s team invests in. Today, the Apple Maven reviews ARK Invest’s positions in shares of the Cupertino company, and what ARK’s CEO thinks of the stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/139e2a5d8b36e470faa948db319d918d\" tg-width=\"1200\" tg-height=\"812\"><span>Figure 1: Cathie Wood, ARK Invest CEO.</span></p>\n<p><b>ARK’s positions in Apple stock</b></p>\n<p>ARK Invest runs ten investment strategies, from next-gen internet to cryptocurrencies, packaged as different product types that include mutual funds and managed accounts. Eight of the ten are available to the public as ETFs in the United States. Among those, one owns Apple stock in the portfolio.</p>\n<p>ARK Fintech Innovation is an ETF that holds $4.2 billion in net assets and features Square (ticker $SQ) as its largest holding, at an allocation size of 10%. Apple is probably included here for its digital wallet and mobile payments platform.</p>\n<p>However, Apple stock is only the 24thlargest position in the portfolio. It accounts for less than 2% of the fund’s market value.</p>\n<p><b>Why ARK might buy more Apple stock</b></p>\n<p>I asked Twitter if they saw Apple as an agent of disruptive innovation, a badge that could earn the stock a prominent spot in one or more of ARK’s ETFs. The answers have been leaning towards “yes” (see below). However, Apple stock is currently only a small component of the investment firm’s portfolios.</p>\n<p><img src=\"https://static.tigerbbs.com/9b2a3b2556307a0ec17b454ce1d3a1ba\" tg-width=\"600\" tg-height=\"357\"></p>\n<p>Cathie Wood herselfexplainedwhy her funds do not usually favor FAAMG stocks.</p>\n<blockquote>\n “We are not saying that they are bad stocks at all, and they were a part of our portfolios in the early days. But as they were scaling into the trillion-dollar category, we believed that our research would be focused better on ‘the next set of FAAMGs’.”\n</blockquote>\n<p>Put in different words, stocks like Apple and even peer Amazon (ticker $AMZN) might be too large and too established for Cathie Wood and her team to consider them a core holding in ARK Invest’s funds. But this does not necessarily have to be the case going forward.</p>\n<p>Ms. Wood sees one way in which Apple stock and others like it could become a bigger piece of her firm’s strategy. The reasoning, however, was a bit unexpected to me:</p>\n<blockquote>\n “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.”\n</blockquote>\n<p>In simpler terms, Cathie Wood would invest in the likes of Apple if her core holdings became too expensive, at which point she would choose to put money on the sidelines. Sidelines for ARK Invest would not be cash or bonds, but more established and slower-moving tech stocks.</p>\n<p>Since offering the insight above, in December 2020, Ms. Wood saw her main fund ARK Innovation ETF (ticker $ARKK) climb to a February peak, then drop a painful 30% in less than three months. Logically, with the price of high-growth stocks having returned to late 2020 levels, it is more likely that Cathie Wood would find it better to stick to her stock picks than to buy into FAAMG at this point.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What ARK Invest CEO Cathie Wood Thinks Of Apple Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat ARK Invest CEO Cathie Wood Thinks Of Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/what-ark-invest-ceo-cathie-wood-thinks-of-apple-stock><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cupertino company’s shares, and when she might buy more of them.\n\nOne of the rock-star investment ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/what-ark-invest-ceo-cathie-wood-thinks-of-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/what-ark-invest-ceo-cathie-wood-thinks-of-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102058","content_text":"Cathie Wood’s ARK Invest owns some Apple stock, but not much. Here is what the CEO thinks of the Cupertino company’s shares, and when she might buy more of them.\n\nOne of the rock-star investment managers of the past 12 to 18 months has been ARK Invest’s CEO and CIO Cathie Wood. Her firm is generally associated with equity bets on tech disrupters that present high growth potential: from autonomous systems to genomics to energy storage.\nFew know, however, that ARK also invests in Apple stock (ticker $AAPL) – a mega-cap name that is much more scaled than most tech companies that Cathie Wood’s team invests in. Today, the Apple Maven reviews ARK Invest’s positions in shares of the Cupertino company, and what ARK’s CEO thinks of the stock.\nFigure 1: Cathie Wood, ARK Invest CEO.\nARK’s positions in Apple stock\nARK Invest runs ten investment strategies, from next-gen internet to cryptocurrencies, packaged as different product types that include mutual funds and managed accounts. Eight of the ten are available to the public as ETFs in the United States. Among those, one owns Apple stock in the portfolio.\nARK Fintech Innovation is an ETF that holds $4.2 billion in net assets and features Square (ticker $SQ) as its largest holding, at an allocation size of 10%. Apple is probably included here for its digital wallet and mobile payments platform.\nHowever, Apple stock is only the 24thlargest position in the portfolio. It accounts for less than 2% of the fund’s market value.\nWhy ARK might buy more Apple stock\nI asked Twitter if they saw Apple as an agent of disruptive innovation, a badge that could earn the stock a prominent spot in one or more of ARK’s ETFs. The answers have been leaning towards “yes” (see below). However, Apple stock is currently only a small component of the investment firm’s portfolios.\n\nCathie Wood herselfexplainedwhy her funds do not usually favor FAAMG stocks.\n\n “We are not saying that they are bad stocks at all, and they were a part of our portfolios in the early days. But as they were scaling into the trillion-dollar category, we believed that our research would be focused better on ‘the next set of FAAMGs’.”\n\nPut in different words, stocks like Apple and even peer Amazon (ticker $AMZN) might be too large and too established for Cathie Wood and her team to consider them a core holding in ARK Invest’s funds. But this does not necessarily have to be the case going forward.\nMs. Wood sees one way in which Apple stock and others like it could become a bigger piece of her firm’s strategy. The reasoning, however, was a bit unexpected to me:\n\n “What would encourage us to move back [into FAAMG] is a continuation of what we are seeing now, so that some of our valuations become stretched beyond our minimum hurdle rate of return. We would move back into some of the FAAMGs because we would be treating them essentially as cash-like instruments for our strategy.”\n\nIn simpler terms, Cathie Wood would invest in the likes of Apple if her core holdings became too expensive, at which point she would choose to put money on the sidelines. Sidelines for ARK Invest would not be cash or bonds, but more established and slower-moving tech stocks.\nSince offering the insight above, in December 2020, Ms. Wood saw her main fund ARK Innovation ETF (ticker $ARKK) climb to a February peak, then drop a painful 30% in less than three months. Logically, with the price of high-growth stocks having returned to late 2020 levels, it is more likely that Cathie Wood would find it better to stick to her stock picks than to buy into FAAMG at this point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190484425,"gmtCreate":1620644608567,"gmtModify":1704346015411,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190484425","repostId":"1192177885","repostType":4,"repost":{"id":"1192177885","kind":"news","pubTimestamp":1620640220,"share":"https://ttm.financial/m/news/1192177885?lang=&edition=fundamental","pubTime":"2021-05-10 17:50","market":"us","language":"en","title":"The New IBM Chip Just Got a Boost from Biden Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=1192177885","media":"InvestorPlace","summary":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and ","content":"<blockquote>\n IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n</blockquote>\n<p>What’s new with IBM stock?<b>IBM</b>(NYSE:<b><u>IBM</u></b>) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.</p>\n<p>On top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.</p>\n<p>Here’s what you should know about IBM stock and the larger scene.</p>\n<p><b>The Details: IBM Stock and the ‘Tech Trifecta’</b></p>\n<p>Demand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.</p>\n<ul>\n <li><b>Better performance and energy efficiency.</b>IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.</li>\n <li><b>Push for more U.S. chip manufacturing amidst a global chip shortage.</b>The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.</li>\n</ul>\n<ul>\n <li><b>Covid-19 teaches us it’s time to focus on American science.</b>IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?</li>\n</ul>\n<p><b>IBM Stock News: How to Get an Edge</b></p>\n<ul>\n <li><b>Buy semi equipment manufacturers on the dip.</b>Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.</li>\n <li><b>Get an early start and invest in AI.</b>New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.</li>\n <li><b>Wait before jumping back into auto stocks.</b>While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, with<b>Ford</b>(NYSE:<b><u>F</u></b>),<b>General Motors</b>(NYSE:<b><u>GM</u></b>) and others having all cited problems. However, not everyone felt the impact equally this quarter.</li>\n</ul>\n<p><b>The Bottom Line</b></p>\n<p>IBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.</p>\n<p>Growth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The New IBM Chip Just Got a Boost from Biden Bill</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\">\nThe New IBM Chip Just Got a Boost from Biden Bill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing ...</p>\n\n<a href=\"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192177885","content_text":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.\nOn top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.\nHere’s what you should know about IBM stock and the larger scene.\nThe Details: IBM Stock and the ‘Tech Trifecta’\nDemand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.\n\nBetter performance and energy efficiency.IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.\nPush for more U.S. chip manufacturing amidst a global chip shortage.The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.\n\n\nCovid-19 teaches us it’s time to focus on American science.IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?\n\nIBM Stock News: How to Get an Edge\n\nBuy semi equipment manufacturers on the dip.Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.\nGet an early start and invest in AI.New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.\nWait before jumping back into auto stocks.While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, withFord(NYSE:F),General Motors(NYSE:GM) and others having all cited problems. However, not everyone felt the impact equally this quarter.\n\nThe Bottom Line\nIBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.\nGrowth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165200245,"gmtCreate":1624143587387,"gmtModify":1703829234693,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Feature me please&nbsp;","listText":"Feature me please&nbsp;","text":"Feature me please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165200245","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190487263,"gmtCreate":1620644651852,"gmtModify":1704346016220,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190487263","repostId":"1192177885","repostType":4,"repost":{"id":"1192177885","kind":"news","pubTimestamp":1620640220,"share":"https://ttm.financial/m/news/1192177885?lang=&edition=fundamental","pubTime":"2021-05-10 17:50","market":"us","language":"en","title":"The New IBM Chip Just Got a Boost from Biden Bill","url":"https://stock-news.laohu8.com/highlight/detail?id=1192177885","media":"InvestorPlace","summary":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and ","content":"<blockquote>\n IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n</blockquote>\n<p>What’s new with IBM stock?<b>IBM</b>(NYSE:<b><u>IBM</u></b>) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.</p>\n<p>On top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.</p>\n<p>Here’s what you should know about IBM stock and the larger scene.</p>\n<p><b>The Details: IBM Stock and the ‘Tech Trifecta’</b></p>\n<p>Demand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.</p>\n<ul>\n <li><b>Better performance and energy efficiency.</b>IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.</li>\n <li><b>Push for more U.S. chip manufacturing amidst a global chip shortage.</b>The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.</li>\n</ul>\n<ul>\n <li><b>Covid-19 teaches us it’s time to focus on American science.</b>IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?</li>\n</ul>\n<p><b>IBM Stock News: How to Get an Edge</b></p>\n<ul>\n <li><b>Buy semi equipment manufacturers on the dip.</b>Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.</li>\n <li><b>Get an early start and invest in AI.</b>New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.</li>\n <li><b>Wait before jumping back into auto stocks.</b>While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, with<b>Ford</b>(NYSE:<b><u>F</u></b>),<b>General Motors</b>(NYSE:<b><u>GM</u></b>) and others having all cited problems. However, not everyone felt the impact equally this quarter.</li>\n</ul>\n<p><b>The Bottom Line</b></p>\n<p>IBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.</p>\n<p>Growth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The New IBM Chip Just Got a Boost from Biden Bill</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\">\nThe New IBM Chip Just Got a Boost from Biden Bill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 17:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing ...</p>\n\n<a href=\"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/05/new-ibm-chip-just-got-boost-from-biden-bill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192177885","content_text":"IBM stock stands to benefit from the Endless Frontier Act and increased investment in Cloud, AI and IoT.\n\nWhat’s new with IBM stock?IBM(NYSE:IBM) announced amilestonein semiconductor manufacturing yesterday. Now, the company is able to produce chips that are just 2 nanometers thick.\nOn top of that, IBM CEO Arvind Krishna recently joined the White House and members of Congress in endorsing theEndless Frontier Act. The bill would direct some $100 billion in spending to the National Science Foundation as the U.S. responds tocompetition from Chinaand Russia.\nHere’s what you should know about IBM stock and the larger scene.\nThe Details: IBM Stock and the ‘Tech Trifecta’\nDemand for increased chip performance and energy efficiency continues to rise. What’s driving it? The “tech trifecta”: Cloud, AI (Artificial Intelligence), and IoT (Internet of Things). IBM’s new 2nm chip technology helps address this growing demand, though it is still several years away from full-scale manufacturing. Ultra-low nanometer chips consume less power, take up less space and reduce cost.\n\nBetter performance and energy efficiency.IBM’s 2-nanometer chip improves performance by 45% over today’s 7-nanometer designs and uses 75% less energy.\nPush for more U.S. chip manufacturing amidst a global chip shortage.The mandate: boost American chip manufacturing to protect national security and economic competitiveness. A global chip shortage highlights the importance of the U.S. having its own domestic capacity. This way it can rely less on foundries in China and Taiwan.\n\n\nCovid-19 teaches us it’s time to focus on American science.IBM endorsed theEndless Frontier Act, recently re-introduced by hometown denizen and Senate Majority Leader Chuck Schumer (D-NY) and Todd Young (R-IN). The goal?\n\nIBM Stock News: How to Get an Edge\n\nBuy semi equipment manufacturers on the dip.Coming out of a two-year downturn, the industry under-invested in back-end equipment. Now the semiconductor cycle is about to heat up. Companies that specialize in back-end semiconductor and electronics assembly equipment are going to be the first to ride a massive demand wave. New equipment is needed to manufacture ultra-low nanometer chips. This includes extreme ultraviolet (EUV) lithography and new deposition, etch, inspection and metrology technologies.\nGet an early start and invest in AI.New processors from IBM and others will be an important ingredient inAI accelerators, specialized hardware designed to speed up AI applications. These include speech and natural language processing and speech-to-text. Look for broader deployment of AI in unconventional areas like financial services, where it can be used for fraud detection. The best stocks to buy are those with proprietary tech in machine learning and neural networks.\nWait before jumping back into auto stocks.While having bounced from pandemic lows, the chip shortage has caused a recent pullback in auto stocks, withFord(NYSE:F),General Motors(NYSE:GM) and others having all cited problems. However, not everyone felt the impact equally this quarter.\n\nThe Bottom Line\nIBM stock represents an innovative push toward efficient, ultra-low nanometer chips. However, this recent development also signals a bigger push into the technology trifecta of AI, IoT and Cloud.\nGrowth investors: don’t miss out on these multi-year investment cycles. Microsoft remains my favorite large-cap AI play, but there are plenty of small- and mid-cap ideas across all three areas. This is also a great time to buy semi equipment manufacturers on the recent selloff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190487376,"gmtCreate":1620644628695,"gmtModify":1704346016059,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190487376","repostId":"1112709254","repostType":4,"repost":{"id":"1112709254","kind":"news","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":1620640528,"share":"https://ttm.financial/m/news/1112709254?lang=&edition=fundamental","pubTime":"2021-05-10 17:55","market":"us","language":"en","title":"Weibo EPS beats by $0.09, beats on revenue; provides outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1112709254","media":"Tiger Newspress","summary":"Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, toda","content":"<p>Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, today announced its unaudited financial results for first quarter ended March 31, 2021.</p><p>\"We started the year of 2021 with a strong quarter,\" saidGaofei Wang, CEO of Weibo. \"Weibo's user base and engagement continued to grow from prior quarter, leveraging our effective channel investments, enriched video offerings and our strength in social distribution and hot trends. On the monetization front, we are glad to see broad-based year-over-year growth across industries and robust momentum with certain differentiated ad products, demonstrating our competitiveness in fulfilling advertiser's increasing brand plus performance needs.\"Mr. Wangconcluded.</p><ul><li>Weibo Q1 Non-GAAP EPS of $0.57beats by $0.09; GAAP EPS of $0.22misses by $0.20.</li><li>Revenue of $458.9M (+41.9% Y/Y)beats by $25.06M.</li><li>Adjusted EBITDA of $256.73M vs. consensus of $$116.5M.</li><li>Advertising and marketing revenue of $390.0M (+42% Y/Y)&nbsp;&nbsp;vs. estimate $369.1M; VAS revenue of $68.9M (+44% Y/Y)&nbsp;&nbsp;vs.&nbsp;estimate $59.7M.</li><li>For the<b>second quarter of 2021</b>, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis, reflecting Weibo's current and preliminary view, which is subject to change.</li></ul><p>Weibo&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarketing&nbsp;trading.<img src=\"https://static.tigerbbs.com/47b8e16c16e9a384ac2d300f7e9c1391\" tg-width=\"789\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p><b>First Quarter 2021 Highlights</b></p><ul><li>Net revenues were $458.9 million, an increase of 42% year-over-year or an increase of 31% year-over-year on a constant currency basis[1].</li><li>Advertising and marketing revenues were $390.0 million, an increase of 42% year-over-year.</li><li>Value-added service (\"VAS\") revenues were $68.9 million, an increase of 44% year-over-year.</li><li>Income from operations was $108.6 million, representing an operating margin of 24%.</li><li>Non-GAAP income from operations was $137.5 million, representing a non-GAAP operating margin of 30%.</li><li>Net income attributable to Weibo was $49.8 million and diluted net income per share was $0.22.</li><li>Non-GAAP net income attributable to Weibo was $130.7 million and non-GAAP diluted net income per share was $0.57.</li><li>Monthly active users (\"MAUs\") were 530 million in March 2021, a decrease of 4% year-over-year and an increase of 2% quarter-over-quarter. Mobile MAUs represented 94% of MAUs.</li><li>Average daily active users (\"DAUs\") were 230 million in March 2021, a decrease of 5% year-over-year and an increase of 2% quarter-over-quarter.</li></ul><p><b>First Quarter 2021 Financial Results</b></p><p>For the first quarter of 2021, Weibo's total net revenues were $458.9 million, an increase of 42% compared to $323.4 million for the same period last year.</p><p>Advertising and marketing revenues for the first quarter of 2021 were $390.0 million, an increase of 42% compared to $275.4 million for the same period last year. Advertising and marketing revenues excluding ad revenues from Alibaba were $356.7 million, an increase of 44% compared to $247.9 million for the same period last year, primarily attributable to broad-based robust growth of ad spend across industries from the trough for the same period last year.</p><p>VAS revenues for the first quarter of 2021 were $68.9 million, an increase of 44% year-over-year compared to $48.0 million for the same period last year, mainly attributable to revenues derived from the interactive entertainment company acquired in November 2020.</p><p>Costs and expenses for the first quarter of 2021 totaled $350.3 million, an increase of 32% compared to $265.4 million for the same period last year. The increase was primarily due to increased marketing expense and higher personal related cost.</p><p>Income from operations for the first quarter of 2021 was $108.6 million, compared to $58.0 million for the same period last year. Operating margin was 24%, compared to 18% last year. Non-GAAP income from operations was $137.5 million, compared to $74.1 million for the same period last year. Non-GAAP operating margin was 30%, compared to 23% last year.</p><p>Non-operating loss for the first quarter of 2021 was $44.7million, compared to an income of $10.0 million for the same period last year. Non-operating loss for the first quarter of 2021 mainly included (i) a $58.2 million net loss on sale of and fair value change of investments, which is excluded under non-GAAP measures; and (ii) a $13.5 million net interest and other income.</p><p>Income tax expense were $14.9 million, compared to $15.9 million for the same period last year.</p><p>Net income attributable to Weibo for the first quarter of 2021 was $49.8 million, compared to $52.1 million for the same period last year. Diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.22, at similar level for the same period last year. Non-GAAP net income attributable to Weibo for the first quarter of 2021 was $130.7 million, compared to $67.4 million for the same period last year. Non-GAAP diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.57, compared to $0.30 for the same period last year.</p><p>As of March 31, 2021, Weibo's cash, cash equivalents and short-term investments totaled $3.41 billion. For the first quarter of 2021, cash provided by operating activities was $244.3 million, capital expenditures totaled $6.0 million, and depreciation and amortization expenses amounted to $12.4 million.</p><p><b>Appointment of Independent Director</b></p><p>The Company announced that its board of directors has appointed Mr.Yan Wangas an independent director of the Company.Mr. Wangserved as a director of SINA Corporation, the parent of the Company from May 2003 to March 2021 and also held various executive roles in SINA since its inception. The appointment is effective immediately.</p><p><b>Business Outlook</b></p><p>For the second quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change.</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>Weibo EPS beats by $0.09, beats on revenue; provides outlook</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\">\nWeibo EPS beats by $0.09, beats on revenue; provides outlook\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\">2021-05-10 17:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, today announced its unaudited financial results for first quarter ended March 31, 2021.</p><p>\"We started the year of 2021 with a strong quarter,\" saidGaofei Wang, CEO of Weibo. \"Weibo's user base and engagement continued to grow from prior quarter, leveraging our effective channel investments, enriched video offerings and our strength in social distribution and hot trends. On the monetization front, we are glad to see broad-based year-over-year growth across industries and robust momentum with certain differentiated ad products, demonstrating our competitiveness in fulfilling advertiser's increasing brand plus performance needs.\"Mr. Wangconcluded.</p><ul><li>Weibo Q1 Non-GAAP EPS of $0.57beats by $0.09; GAAP EPS of $0.22misses by $0.20.</li><li>Revenue of $458.9M (+41.9% Y/Y)beats by $25.06M.</li><li>Adjusted EBITDA of $256.73M vs. consensus of $$116.5M.</li><li>Advertising and marketing revenue of $390.0M (+42% Y/Y)&nbsp;&nbsp;vs. estimate $369.1M; VAS revenue of $68.9M (+44% Y/Y)&nbsp;&nbsp;vs.&nbsp;estimate $59.7M.</li><li>For the<b>second quarter of 2021</b>, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis, reflecting Weibo's current and preliminary view, which is subject to change.</li></ul><p>Weibo&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarketing&nbsp;trading.<img src=\"https://static.tigerbbs.com/47b8e16c16e9a384ac2d300f7e9c1391\" tg-width=\"789\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p><p><b>First Quarter 2021 Highlights</b></p><ul><li>Net revenues were $458.9 million, an increase of 42% year-over-year or an increase of 31% year-over-year on a constant currency basis[1].</li><li>Advertising and marketing revenues were $390.0 million, an increase of 42% year-over-year.</li><li>Value-added service (\"VAS\") revenues were $68.9 million, an increase of 44% year-over-year.</li><li>Income from operations was $108.6 million, representing an operating margin of 24%.</li><li>Non-GAAP income from operations was $137.5 million, representing a non-GAAP operating margin of 30%.</li><li>Net income attributable to Weibo was $49.8 million and diluted net income per share was $0.22.</li><li>Non-GAAP net income attributable to Weibo was $130.7 million and non-GAAP diluted net income per share was $0.57.</li><li>Monthly active users (\"MAUs\") were 530 million in March 2021, a decrease of 4% year-over-year and an increase of 2% quarter-over-quarter. Mobile MAUs represented 94% of MAUs.</li><li>Average daily active users (\"DAUs\") were 230 million in March 2021, a decrease of 5% year-over-year and an increase of 2% quarter-over-quarter.</li></ul><p><b>First Quarter 2021 Financial Results</b></p><p>For the first quarter of 2021, Weibo's total net revenues were $458.9 million, an increase of 42% compared to $323.4 million for the same period last year.</p><p>Advertising and marketing revenues for the first quarter of 2021 were $390.0 million, an increase of 42% compared to $275.4 million for the same period last year. Advertising and marketing revenues excluding ad revenues from Alibaba were $356.7 million, an increase of 44% compared to $247.9 million for the same period last year, primarily attributable to broad-based robust growth of ad spend across industries from the trough for the same period last year.</p><p>VAS revenues for the first quarter of 2021 were $68.9 million, an increase of 44% year-over-year compared to $48.0 million for the same period last year, mainly attributable to revenues derived from the interactive entertainment company acquired in November 2020.</p><p>Costs and expenses for the first quarter of 2021 totaled $350.3 million, an increase of 32% compared to $265.4 million for the same period last year. The increase was primarily due to increased marketing expense and higher personal related cost.</p><p>Income from operations for the first quarter of 2021 was $108.6 million, compared to $58.0 million for the same period last year. Operating margin was 24%, compared to 18% last year. Non-GAAP income from operations was $137.5 million, compared to $74.1 million for the same period last year. Non-GAAP operating margin was 30%, compared to 23% last year.</p><p>Non-operating loss for the first quarter of 2021 was $44.7million, compared to an income of $10.0 million for the same period last year. Non-operating loss for the first quarter of 2021 mainly included (i) a $58.2 million net loss on sale of and fair value change of investments, which is excluded under non-GAAP measures; and (ii) a $13.5 million net interest and other income.</p><p>Income tax expense were $14.9 million, compared to $15.9 million for the same period last year.</p><p>Net income attributable to Weibo for the first quarter of 2021 was $49.8 million, compared to $52.1 million for the same period last year. Diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.22, at similar level for the same period last year. Non-GAAP net income attributable to Weibo for the first quarter of 2021 was $130.7 million, compared to $67.4 million for the same period last year. Non-GAAP diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.57, compared to $0.30 for the same period last year.</p><p>As of March 31, 2021, Weibo's cash, cash equivalents and short-term investments totaled $3.41 billion. For the first quarter of 2021, cash provided by operating activities was $244.3 million, capital expenditures totaled $6.0 million, and depreciation and amortization expenses amounted to $12.4 million.</p><p><b>Appointment of Independent Director</b></p><p>The Company announced that its board of directors has appointed Mr.Yan Wangas an independent director of the Company.Mr. Wangserved as a director of SINA Corporation, the parent of the Company from May 2003 to March 2021 and also held various executive roles in SINA since its inception. The appointment is effective immediately.</p><p><b>Business Outlook</b></p><p>For the second quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112709254","content_text":"Weibo Corporation (WB) (\"Weibo\" or the \"Company\") (NASDAQ: WB), a leading social media inChina, today announced its unaudited financial results for first quarter ended March 31, 2021.\"We started the year of 2021 with a strong quarter,\" saidGaofei Wang, CEO of Weibo. \"Weibo's user base and engagement continued to grow from prior quarter, leveraging our effective channel investments, enriched video offerings and our strength in social distribution and hot trends. On the monetization front, we are glad to see broad-based year-over-year growth across industries and robust momentum with certain differentiated ad products, demonstrating our competitiveness in fulfilling advertiser's increasing brand plus performance needs.\"Mr. Wangconcluded.Weibo Q1 Non-GAAP EPS of $0.57beats by $0.09; GAAP EPS of $0.22misses by $0.20.Revenue of $458.9M (+41.9% Y/Y)beats by $25.06M.Adjusted EBITDA of $256.73M vs. consensus of $$116.5M.Advertising and marketing revenue of $390.0M (+42% Y/Y)  vs. estimate $369.1M; VAS revenue of $68.9M (+44% Y/Y)  vs. estimate $59.7M.For thesecond quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis, reflecting Weibo's current and preliminary view, which is subject to change.Weibo rose more than 3% in premarketing trading.First Quarter 2021 HighlightsNet revenues were $458.9 million, an increase of 42% year-over-year or an increase of 31% year-over-year on a constant currency basis[1].Advertising and marketing revenues were $390.0 million, an increase of 42% year-over-year.Value-added service (\"VAS\") revenues were $68.9 million, an increase of 44% year-over-year.Income from operations was $108.6 million, representing an operating margin of 24%.Non-GAAP income from operations was $137.5 million, representing a non-GAAP operating margin of 30%.Net income attributable to Weibo was $49.8 million and diluted net income per share was $0.22.Non-GAAP net income attributable to Weibo was $130.7 million and non-GAAP diluted net income per share was $0.57.Monthly active users (\"MAUs\") were 530 million in March 2021, a decrease of 4% year-over-year and an increase of 2% quarter-over-quarter. Mobile MAUs represented 94% of MAUs.Average daily active users (\"DAUs\") were 230 million in March 2021, a decrease of 5% year-over-year and an increase of 2% quarter-over-quarter.First Quarter 2021 Financial ResultsFor the first quarter of 2021, Weibo's total net revenues were $458.9 million, an increase of 42% compared to $323.4 million for the same period last year.Advertising and marketing revenues for the first quarter of 2021 were $390.0 million, an increase of 42% compared to $275.4 million for the same period last year. Advertising and marketing revenues excluding ad revenues from Alibaba were $356.7 million, an increase of 44% compared to $247.9 million for the same period last year, primarily attributable to broad-based robust growth of ad spend across industries from the trough for the same period last year.VAS revenues for the first quarter of 2021 were $68.9 million, an increase of 44% year-over-year compared to $48.0 million for the same period last year, mainly attributable to revenues derived from the interactive entertainment company acquired in November 2020.Costs and expenses for the first quarter of 2021 totaled $350.3 million, an increase of 32% compared to $265.4 million for the same period last year. The increase was primarily due to increased marketing expense and higher personal related cost.Income from operations for the first quarter of 2021 was $108.6 million, compared to $58.0 million for the same period last year. Operating margin was 24%, compared to 18% last year. Non-GAAP income from operations was $137.5 million, compared to $74.1 million for the same period last year. Non-GAAP operating margin was 30%, compared to 23% last year.Non-operating loss for the first quarter of 2021 was $44.7million, compared to an income of $10.0 million for the same period last year. Non-operating loss for the first quarter of 2021 mainly included (i) a $58.2 million net loss on sale of and fair value change of investments, which is excluded under non-GAAP measures; and (ii) a $13.5 million net interest and other income.Income tax expense were $14.9 million, compared to $15.9 million for the same period last year.Net income attributable to Weibo for the first quarter of 2021 was $49.8 million, compared to $52.1 million for the same period last year. Diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.22, at similar level for the same period last year. Non-GAAP net income attributable to Weibo for the first quarter of 2021 was $130.7 million, compared to $67.4 million for the same period last year. Non-GAAP diluted net income per share attributable to Weibo for the first quarter of 2021 was $0.57, compared to $0.30 for the same period last year.As of March 31, 2021, Weibo's cash, cash equivalents and short-term investments totaled $3.41 billion. For the first quarter of 2021, cash provided by operating activities was $244.3 million, capital expenditures totaled $6.0 million, and depreciation and amortization expenses amounted to $12.4 million.Appointment of Independent DirectorThe Company announced that its board of directors has appointed Mr.Yan Wangas an independent director of the Company.Mr. Wangserved as a director of SINA Corporation, the parent of the Company from May 2003 to March 2021 and also held various executive roles in SINA since its inception. The appointment is effective immediately.Business OutlookFor the second quarter of 2021, Weibo estimates its net revenues to increase by 25% to 30% year-over-year on a constant currency basis. This forecast reflects Weibo's current and preliminary view, which is subject to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102669982,"gmtCreate":1620207225046,"gmtModify":1704340180143,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AABB\">$Asia Broadband, Inc.(AABB)$</a>Where is the dividend?","listText":"<a href=\"https://laohu8.com/S/AABB\">$Asia Broadband, Inc.(AABB)$</a>Where is the dividend?","text":"$Asia Broadband, Inc.(AABB)$Where is the dividend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102669982","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378658134,"gmtCreate":1619028477328,"gmtModify":1704718551125,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"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/378658134","repostId":"1182476779","repostType":4,"repost":{"id":"1182476779","kind":"news","pubTimestamp":1619019304,"share":"https://ttm.financial/m/news/1182476779?lang=&edition=fundamental","pubTime":"2021-04-21 23:35","market":"us","language":"en","title":"Is Square the Long-Term Stock for You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182476779","media":"Motley Fool","summary":"The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelmi","content":"<p>The digital payments company is just getting started.</p>\n<p><b>Square</b>&nbsp;(NYSE:SQ)&nbsp;came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. But the bigger story is that the&nbsp;fintech company's long-term potential became more apparent as the year went on, and the market rewarded shareholders with roughly 350% gains over the course of the year. ARK Invest chief Cathie Wood, whose investment decisions are watched by growth investors everywhere, has made Square&nbsp;one of her largest holdings. Is it the right long-term stock for you?</p>\n<p><b>The cashless society is coming</b></p>\n<p>Square operates two ecosystems: one for sellers, which caters to the small and medium-sized business clients that use its fintech solutions, and Cash App, which individuals use to send payments and related functions. In many ways, it's similar to fintech leader&nbsp;<b>PayPal</b>, which offers similar products and services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec52b2852a019a71e28772d69a6c0bc\" tg-width=\"2000\" tg-height=\"1488\"><span>IMAGE SOURCE: SQUARE.</span></p>\n<p>As would be expected, the seller division was mixed during the pandemic. Physical small businesses suffered during lockdowns, but many with digital capabilities flourished. Square sees a $100 billion addressable market, of which it has less than 3%.</p>\n<p>Cash App, though, was a high performer during the pandemic as people stayed home and relied on mobile wallets to send and receive money. The company also expanded features for Cash App, such as stock and&nbsp;<b>Bitcoin</b>&nbsp;trading, as well as Cash Card and a rewards program. More than a million Cash App users bought Bitcoin for the first time in Q4, and the cryptocurrency was traded two and a half times more than in Q4 2019. Square itself bought $230 million of Bitcoin recently as it steers itself toward an expanded digital payment ecosystem.</p>\n<p>CashApp users increased 50% over the prior year in the fourth quarter to 36 million, and Cash App revenue increased more than 500%. A little bit of context is necessary here: Square records Bitcoin volume as revenue, and Bitcoin accounted for 80% of Cash App revenue in the fourth quarter and more than half of total revenue. Without Bitcoin, though, Cash App still grew 137%.</p>\n<p>According to a McKinsey survey, digital penetration reached 78% in 2020, and that includes 93% for ages 13-34. People using more than one type of digital payment increased to 58%. More than half of survey respondents said they shifted to online shopping during the pandemic, and more than a third said they would increase that. The pandemic accelerated what was already a shift to digital payments, and that's good news for Square.</p>\n<p><b>The power of the mobile wallet</b></p>\n<p>Square is poised to benefit from the move to digital wallets, and that means increased revenue from a growing and engaged user base. A Cash App account is simpler to use than a bank account, and the \"ecosystem\" aspect of Cash App as a peer-to-peer payments account and trading account is a very attractive feature. As we become more cashless, Square's investments in its platform are likely to yield more customers, higher engagement, and increased revenue.</p>\n<p>Cash App is also becoming more profitable, with gross profit per user up 70% year over year in Q4. Square became profitable for the first time in 2018, and it's been posting more consistent profits over the past two years. Q4 earnings of $294 million were a 24% decrease year over year, but as the seller business gets back up to speed, that should increase.</p>\n<p>Square sees a more than $60 billion addressable market for Cash App, of which it has less than 2%. In the near term, it's planning to gain market share by expanding the Cash App product line and improving customer service. But it has strong tailwinds that will continue to accelerate digital payment adoption as we move away from the pandemic.</p>\n<p>If you're looking for a growth stock that offers potential in the short and long term, Square is a candidate for you. Square stock has gained more than 1,500% over the past five years, but there is much more opportunity ahead, and the company is making moves to harness its potential.</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>Is Square the Long-Term Stock for You?</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\">\nIs Square the Long-Term Stock for You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/04/21/is-square-the-long-term-stock-for-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182476779","content_text":"The digital payments company is just getting started.\nSquare (NYSE:SQ) came back from an underwhelming first half of 2020 with big increases in revenue and gross payment volume in the fourth quarter. But the bigger story is that the fintech company's long-term potential became more apparent as the year went on, and the market rewarded shareholders with roughly 350% gains over the course of the year. ARK Invest chief Cathie Wood, whose investment decisions are watched by growth investors everywhere, has made Square one of her largest holdings. Is it the right long-term stock for you?\nThe cashless society is coming\nSquare operates two ecosystems: one for sellers, which caters to the small and medium-sized business clients that use its fintech solutions, and Cash App, which individuals use to send payments and related functions. In many ways, it's similar to fintech leader PayPal, which offers similar products and services.\nIMAGE SOURCE: SQUARE.\nAs would be expected, the seller division was mixed during the pandemic. Physical small businesses suffered during lockdowns, but many with digital capabilities flourished. Square sees a $100 billion addressable market, of which it has less than 3%.\nCash App, though, was a high performer during the pandemic as people stayed home and relied on mobile wallets to send and receive money. The company also expanded features for Cash App, such as stock and Bitcoin trading, as well as Cash Card and a rewards program. More than a million Cash App users bought Bitcoin for the first time in Q4, and the cryptocurrency was traded two and a half times more than in Q4 2019. Square itself bought $230 million of Bitcoin recently as it steers itself toward an expanded digital payment ecosystem.\nCashApp users increased 50% over the prior year in the fourth quarter to 36 million, and Cash App revenue increased more than 500%. A little bit of context is necessary here: Square records Bitcoin volume as revenue, and Bitcoin accounted for 80% of Cash App revenue in the fourth quarter and more than half of total revenue. Without Bitcoin, though, Cash App still grew 137%.\nAccording to a McKinsey survey, digital penetration reached 78% in 2020, and that includes 93% for ages 13-34. People using more than one type of digital payment increased to 58%. More than half of survey respondents said they shifted to online shopping during the pandemic, and more than a third said they would increase that. The pandemic accelerated what was already a shift to digital payments, and that's good news for Square.\nThe power of the mobile wallet\nSquare is poised to benefit from the move to digital wallets, and that means increased revenue from a growing and engaged user base. A Cash App account is simpler to use than a bank account, and the \"ecosystem\" aspect of Cash App as a peer-to-peer payments account and trading account is a very attractive feature. As we become more cashless, Square's investments in its platform are likely to yield more customers, higher engagement, and increased revenue.\nCash App is also becoming more profitable, with gross profit per user up 70% year over year in Q4. Square became profitable for the first time in 2018, and it's been posting more consistent profits over the past two years. Q4 earnings of $294 million were a 24% decrease year over year, but as the seller business gets back up to speed, that should increase.\nSquare sees a more than $60 billion addressable market for Cash App, of which it has less than 2%. In the near term, it's planning to gain market share by expanding the Cash App product line and improving customer service. But it has strong tailwinds that will continue to accelerate digital payment adoption as we move away from the pandemic.\nIf you're looking for a growth stock that offers potential in the short and long term, Square is a candidate for you. Square stock has gained more than 1,500% over the past five years, but there is much more opportunity ahead, and the company is making moves to harness its potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379580717,"gmtCreate":1618761994339,"gmtModify":1704714665524,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"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/379580717","repostId":"2128280868","repostType":4,"repost":{"id":"2128280868","kind":"news","pubTimestamp":1618739140,"share":"https://ttm.financial/m/news/2128280868?lang=&edition=fundamental","pubTime":"2021-04-18 17:45","market":"us","language":"en","title":"What Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128280868","media":"Simply Wall St.","summary":"A look at the shareholders of fuboTV Inc. (NYSE:FUBO) can tell us which group is most powerful. Inst","content":"<p>A look at the shareholders of <a href=\"https://laohu8.com/S/FUBO\">fuboTV Inc.</a> (NYSE:FUBO) can tell us which group is most powerful. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.</p>\n<p>fuboTV isn't enormous, but it's not particularly small either. It has a market capitalization of US$839m, which means it would generally expect to see some institutions on the share registry. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about fuboTV.</p>\n<p> View our latest analysis for fuboTV </p>\n<p><img src=\"https://static.tigerbbs.com/47699d702ab117ff4da5b395a14ba28c\" tg-width=\"821\" tg-height=\"270\" referrerpolicy=\"no-referrer\">NYSE:FUBO Ownership Breakdown April 18th 2021</p>\n<h3>What Does The Institutional Ownership Tell Us About fuboTV?</h3>\n<p>Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.</p>\n<p>As you can see, institutional investors have a fair amount of stake in fuboTV. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see fuboTV's historic earnings and revenue below, but keep in mind there's always more to the story.</p>\n<p><img src=\"https://static.tigerbbs.com/daee646288b3af9c6be73c03d7134222\" tg-width=\"821\" tg-height=\"524\" referrerpolicy=\"no-referrer\">NYSE:FUBO Earnings and Revenue Growth April 18th 2021</p>\n<p>Institutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in fuboTV. John Textor is currently the company's largest shareholder with 5.8% of shares outstanding. Sky Ventures is the second largest shareholder owning 5.0% of common stock, and Northzone Ventures holds about 4.9% of the company stock. Furthermore, CEO David Gandler is the owner of 2.1% of the company's shares.</p>\n<p>Looking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 17 shareholders, meaning that no single shareholder has a majority interest in the ownership.</p>\n<p>Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.</p>\n<h3>Insider Ownership Of fuboTV</h3>\n<p>While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.</p>\n<p>I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.</p>\n<p>Our most recent data indicates that insiders own a reasonable proportion of fuboTV Inc.. Insiders have a US$93m stake in this US$839m business. It is great to see insiders so invested in the business. It might be worth checking if those insiders have been buying recently.</p>\n<h3>General Public Ownership</h3>\n<p>The general public, with a 32% stake in the company, will not easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.</p>\n<h3>Private Company Ownership</h3>\n<p>We can see that Private Companies own 3.2%, of the shares on issue. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.</p>\n<h3>Next Steps:</h3>\n<p>It's always worth thinking about the different groups who own shares in a company. But to understand fuboTV better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted <b> 4 warning signs for fuboTV </b> (of which 1 doesn't sit too well with us!) you should know about.</p>\n<p>But ultimately <b> it is the future</b>, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.</p>\n<p>NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Percentage Of fuboTV Inc. (NYSE:FUBO) Shares Do Insiders Own?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-18 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/percentage-fubotv-inc-nyse-fubo-094540838.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A look at the shareholders of fuboTV Inc. (NYSE:FUBO) can tell us which group is most powerful. Institutions often own shares in more established companies, while it's not unusual to see insiders own ...</p>\n\n<a href=\"https://finance.yahoo.com/news/percentage-fubotv-inc-nyse-fubo-094540838.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCT":"Cricut, Inc.","FUBO":"fuboTV Inc.","TERN":"Terns Pharmaceuticals, Inc."},"source_url":"https://finance.yahoo.com/news/percentage-fubotv-inc-nyse-fubo-094540838.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2128280868","content_text":"A look at the shareholders of fuboTV Inc. (NYSE:FUBO) can tell us which group is most powerful. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.\nfuboTV isn't enormous, but it's not particularly small either. It has a market capitalization of US$839m, which means it would generally expect to see some institutions on the share registry. In the chart below, we can see that institutional investors have bought into the company. We can zoom in on the different ownership groups, to learn more about fuboTV.\n View our latest analysis for fuboTV \nNYSE:FUBO Ownership Breakdown April 18th 2021\nWhat Does The Institutional Ownership Tell Us About fuboTV?\nInstitutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.\nAs you can see, institutional investors have a fair amount of stake in fuboTV. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see fuboTV's historic earnings and revenue below, but keep in mind there's always more to the story.\nNYSE:FUBO Earnings and Revenue Growth April 18th 2021\nInstitutional investors own over 50% of the company, so together than can probably strongly influence board decisions. We note that hedge funds don't have a meaningful investment in fuboTV. John Textor is currently the company's largest shareholder with 5.8% of shares outstanding. Sky Ventures is the second largest shareholder owning 5.0% of common stock, and Northzone Ventures holds about 4.9% of the company stock. Furthermore, CEO David Gandler is the owner of 2.1% of the company's shares.\nLooking at the shareholder registry, we can see that 50% of the ownership is controlled by the top 17 shareholders, meaning that no single shareholder has a majority interest in the ownership.\nResearching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.\nInsider Ownership Of fuboTV\nWhile the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.\nI generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.\nOur most recent data indicates that insiders own a reasonable proportion of fuboTV Inc.. Insiders have a US$93m stake in this US$839m business. It is great to see insiders so invested in the business. It might be worth checking if those insiders have been buying recently.\nGeneral Public Ownership\nThe general public, with a 32% stake in the company, will not easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.\nPrivate Company Ownership\nWe can see that Private Companies own 3.2%, of the shares on issue. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.\nNext Steps:\nIt's always worth thinking about the different groups who own shares in a company. But to understand fuboTV better, we need to consider many other factors. Like risks, for instance. Every company has them, and we've spotted  4 warning signs for fuboTV  (of which 1 doesn't sit too well with us!) you should know about.\nBut ultimately  it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.\nNB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379580458,"gmtCreate":1618761962774,"gmtModify":1704714665201,"author":{"id":"3571374794365493","authorId":"3571374794365493","name":"RichardChan","avatar":"https://static.tigerbbs.com/64d5734e0b23f1d7188c4305c41dbc4b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571374794365493","authorIdStr":"3571374794365493"},"themes":[],"htmlText":"Lollll","listText":"Lollll","text":"Lollll","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379580458","repostId":"1175692875","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}