CCY1 personal page - To The Moon

CCY1

CCY1

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2023-02-18

Agree. Proven with decades of results.

A Once-in-a-Decade Investing Opportunity Is Here. 2 Vanguard ETFs to Buy Now.

2022-11-04

PYPL still fundamentally strong. I will buy while it islow.

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2022-05-21

Good stock seldom cheap.

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2022-05-21

$Pfizer(PFE)$strange performance

2022-05-15

PayPal still in my portfolio despites loosing 60%. Hope its business fundamental remains and recover.

Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?

2022-05-08

I still believe Tesla has much more growth than other FAAMG. Tesla is not only automobile but energy,software company.

Tesla: Overvalued By 85.26% And Not A Technology Company

2022-05-08

Hope this move will not impact Amazon. [Sweats]

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2022-05-03

Still early...Perhaps after the 2Q result and whetherthe forecast is good.

Down 70% From Its High, Is PayPal Stock a Buy Now?

2022-04-23

Great recommendations!👍

Got $1,000? 5 Buffett Stocks to Buy and Hold Forever

2022-04-17

Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle depreciate immediately when one drive back home. Tesla value also in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.

Is Tesla a Safe Stock to Buy Now?

2022-04-15

Impressive!

Buffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life

2022-04-15

Nonetheless, it is still cyclical in nature although semiconductor sector is most likely better than othersectors.

Nvidia Stock: Here's Why It Could Jump 70%

2022-04-06

It make sense to focus on markets which have strong confidence during this challenging economy conditions.

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2022-02-06

I think PayPal around $120 would be a good buy.

3 No-Brainer Stocks to Buy With $1,000 Right Now

2021-12-31

Yup, I am still holding it and will DCA going forward.

Sea Limited Shares Jumped More Than 4% in Morning Trading

2021-12-29

Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]

4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street

2021-12-23

Another reason to buy more.

Tesla, authorities submit documents for German plant approval

2021-08-14

Flying to the moon

2021-06-10

Impressive growth

Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022

2021-05-19

Such a negative news.

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Go to Tiger App to see more news

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Though the market has rebounded slightly over the last several weeks, many stocks are ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/once-in-a-decade-investing-vanguard-etfs-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VUG":"成长股指数ETF-Vanguard MSCI","VOO":"Vanguard标普500ETF"},"source_url":"https://www.fool.com/investing/2023/02/17/once-in-a-decade-investing-vanguard-etfs-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312325628","content_text":"The past year has been rough for investors, but there's a silver lining: Now is a more affordable time to invest. Though the market has rebounded slightly over the last several weeks, many stocks are still well below their all-time highs -- making it the perfect chance to load up on quality investments for a fraction of the cost.Choosing the right investments is critical, though, and there are two Vanguard ETFs that could be great buys right now.Is now a smart time to invest?The market has experienced a phenomenal bull run over the past decade, which is good for your portfolio but not for your wallet. Stock prices have soared in the years following the Great Recession, making it a wildly expensive time to buy.But now that the market is in a slump, this may be your best chance to save money on normally high-priced stocks. Once the market recovers, it could be years before stocks are priced at such steep discounts again.The key, though, is to invest in the right places and hold those investments for the long term. No one can say how the market will perform in the near term, but by investing in quality stocks or funds during the market's low points and waiting for the rebound, you could make lots of money.2 ETFs to stock up on right now1. Vanguard S&P 500 ETFThe Vanguard S&P 500 ETF tracks the S&P 500 and aims to mirror the index's performance. This fund includes stocks from 500 of the largest companies in the U.S., many of which are behemoth corporations and household names.Because this fund is comprised only of the strongest stocks, it's far more likely to rebound from downturns and experience consistent growth over time.The Vanguard S&P 500 ETF has earned an average annual return of 12.64% over the past 10 years, and its largest holdings include Apple, Microsoft, and Amazon. If you're nervous about the stock market or simply want a safe ETF you can count on to perform well over time, this is a fantastic option.An additional perk is that this ETF has an incredibly low expense ratio of just 0.03%. This is substantially lower than that of the average fund and over decades, could save you thousands of dollars in fees.2. Vanguard Growth ETFThe Vanguard Growth ETF contains 253 stocks with the potential for faster-than-average growth and attempts to beat the market over time. This investment is unique among growth ETFs because it balances risk and reward.Roughly half of the fund is made up of blue chip stocks like Apple, Visa, and Home Depot. Many of these stocks still experience above-average growth but are also industry giants that carry less risk.In addition to those stocks, this ETF also includes many smaller companies that have the potential for explosive returns. These under-the-radar stocks may be higher risk than the blue chips, but if any of them take off, you could see lucrative returns.If you're willing to take on more risk for the chance of beating the market, right now may be your best time to buy. Growth stocks have been pummeled during this downturn, and by investing now, you'll be well-positioned to take advantage of the upswing.The stock market can be daunting, but right now may be a once-in-a-decade buying opportunity. By investing in the right places and riding out the storm, you could earn more than you might think when the market inevitably recovers.","news_type":1,"symbols_score_info":{"VOO":0.76,"VUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984193634,"gmtCreate":1667554533128,"gmtModify":1676537936987,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"PYPL still fundamentally strong. I will buy while it islow.&nbsp;","listText":"PYPL still fundamentally strong. I will buy while it islow.&nbsp;","text":"PYPL still fundamentally strong. I will buy while it islow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984193634","repostId":"2280395520","repostType":2,"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021756023,"gmtCreate":1653105801362,"gmtModify":1676535225751,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Good stock seldom cheap.&nbsp;","listText":"Good stock seldom cheap.&nbsp;","text":"Good stock seldom cheap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021756023","repostId":"2236012808","repostType":2,"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021270549,"gmtCreate":1653067632881,"gmtModify":1676535217933,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a>strange performance&nbsp;","listText":"<a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a>strange performance&nbsp;","text":"$Pfizer(PFE)$strange performance","images":[{"img":"https://community-static.tradeup.com/news/35f8c39b1d25722955d9c1e6ab61b109","width":"1125","height":"3544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021270549","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9020809028,"gmtCreate":1652595003564,"gmtModify":1676535126977,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"PayPal still in my portfolio despites loosing 60%. Hope its business&nbsp;fundamental remains and recover.&nbsp;","listText":"PayPal still in my portfolio despites loosing 60%. Hope its business&nbsp;fundamental remains and recover.&nbsp;","text":"PayPal still in my portfolio despites loosing 60%. Hope its business fundamental remains and recover.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020809028","repostId":"2235748594","repostType":2,"repost":{"id":"2235748594","kind":"highlight","pubTimestamp":1652578501,"share":"https://ttm.financial/m/news/2235748594?lang=en_US&edition=fundamental","pubTime":"2022-05-15 09:35","market":"us","language":"en","title":"Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2235748594","media":"Motley Fool","summary":"The sellers seem to have overshot their targets with certain stocks, pricing in a scenario that's unlikely to happen.","content":"<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">Source Link</a>\n\n</div>\n","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>Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?</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\">\nShould You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-15 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235748594","content_text":"If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.What went wrongIf you're wondering, the biggest losers among the S&P 500's tickers so far this year are PayPal (PYPL 6.11%), Align Technology (ALGN 6.16%), Etsy (ETSY 4.80%), and Netflix (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like Amazon, as well as empowering, DIY e-commerce platforms like those offered by Shopify. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.In other words, the wrong kind of surprise can wreak havoc on a stock.As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.OverzealousOn the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.Except, that may not quite be the case.Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.Image source: Getty Images.The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.Shock also distracts people from looking at the future rather than the past, when they should be doing just that.Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.Think bigger-pictureThe question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by Wix to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SDS":0.6,"UPRO":0.6,"SPXU":0.6,"OEF":0.6,"SPY":1,"OEX":0.6,"SSO":0.6,"SH":0.6,".SPX":0.6,"ESmain":0.6,"IVV":0.6}},"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062914222,"gmtCreate":1651986567666,"gmtModify":1676535009579,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"I still believe Tesla has&nbsp;much more growth than other FAAMG. Tesla&nbsp;is not only&nbsp;automobile but energy,software company.&nbsp;","listText":"I still believe Tesla has&nbsp;much more growth than other FAAMG. Tesla&nbsp;is not only&nbsp;automobile but energy,software company.&nbsp;","text":"I still believe Tesla has much more growth than other FAAMG. Tesla is not only automobile but energy,software company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062914222","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","kind":"news","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=en_US&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Overvalued By 85.26% And Not A Technology Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062911677,"gmtCreate":1651986086599,"gmtModify":1676535009456,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Hope this move will not impact Amazon.&nbsp;[Sweats]&nbsp;","listText":"Hope this move will not impact Amazon.&nbsp;[Sweats]&nbsp;","text":"Hope this move will not impact Amazon. [Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062911677","repostId":"2233979582","repostType":2,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061105268,"gmtCreate":1651581148948,"gmtModify":1676534930135,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Still early...Perhaps after the 2Q result and whetherthe forecast is good.&nbsp;","listText":"Still early...Perhaps after the 2Q result and whetherthe forecast is good.&nbsp;","text":"Still early...Perhaps after the 2Q result and whetherthe forecast is good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061105268","repostId":"2232059034","repostType":2,"repost":{"id":"2232059034","kind":"highlight","pubTimestamp":1651580804,"share":"https://ttm.financial/m/news/2232059034?lang=en_US&edition=fundamental","pubTime":"2022-05-03 20:26","market":"us","language":"en","title":"Down 70% From Its High, Is PayPal Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232059034","media":"Motley Fool","summary":"This fintech company is battling a tough macroeconomic environment.","content":"<div>\n<p>PayPal Holdings recently announced first-quarter earnings. The results were roughly in line with expectations, but growth is slowing and management lowered full-year guidance. The deteriorating ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/\">Source Link</a>\n\n</div>\n","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>Down 70% From Its High, Is PayPal Stock a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 70% From Its High, Is PayPal Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 20:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PayPal Holdings recently announced first-quarter earnings. The results were roughly in line with expectations, but growth is slowing and management lowered full-year guidance. The deteriorating ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","PYPL":"PayPal","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232059034","content_text":"PayPal Holdings recently announced first-quarter earnings. The results were roughly in line with expectations, but growth is slowing and management lowered full-year guidance. The deteriorating macroeconomic environment and the loss of eBay's business continue to weigh heavily on the fintech company, and the stock has fallen over 70% from its all-time high.Does that make PayPal a bargain? Let's dive in.Dominant market positionPayPal operates one of the largest payments networks in the world, connecting 394 million consumers with 35 million merchants. Its portfolio comprises a wide range of financial products, including digital wallets and shopping tools for individual consumers, and payment processing, fraud prevention, and financing services for businesses. The company also provides point-of-sale hardware and software to help merchants manage stores across physical and digital channels.Image source: Getty Images.Collectively, PayPal's scale and breadth have made its brand synonymous with digital payments, helping it become the most accepted digital wallet in North America and Europe. Management puts its addressable market at $110 trillion. For context, PayPal handled about $1.3 trillion in total payment volume in the past year, or just over 1% of its market opportunity.Disappointing financial resultsPayPal's financial performance has been underwhelming lately. In the first quarter, revenue rose just 7% to $6.5 billion, and non-GAAP earnings dropped 28% to $0.88 per diluted share. During the earnings call, management noted that supply chain disruptions and high inflation were a drag on the top and bottom lines, but PayPal is also struggling with the loss of a big customer.In 2018, eBay began to migrate away from PayPal, partnering instead with payment processor Adyen. That transition has taken place more quickly than management anticipated, and it has been a significant headwind for the business. Case in point: Excluding eBay, PayPal grew revenue by 15% in Q1 2022 and non-GAAP earnings fell just 11%. It's also worth noting that non-GAAP earnings rose 84% in Q1 2021, meaning the company faced a very tough year-over-year comparison.Fortunately, PayPal will lap the worst of the eBay impact this quarter, meaning it won't be a significant headwind in the second half of 2022. But management still lowered full-year guidance, the midpoint of which now calls for a 12% increase in revenue and a 16% drop in non-GAAP earnings. But once PayPal gets over that hump, top- and bottom-line growth could reaccelerate in 2023. To help make that happen, the company is working to expand its ecosystem of products and services.Strong growth strategyLast September, PayPal introduced its redesigned digital wallet, which now supports crypto trading, in-store QR code payments, and shopping rewards, as well as \"buy now, pay later\" and bill pay features. During the Q1 earnings call, management provided upbeat insight, noting that \"users are engaging with more features and driving incremental average revenue per account.\" To reinforce that trend, PayPal is currently adding a high-yield savings product to the digital wallet, and it plans to introduce additional financial services and commerce features in the coming quarters. That's particularly timely, because the number of consumers using a digital wallet is expected to double between 2021 and 2025, according to Juniper Research.PayPal is also taking steps to monetize Venmo (its other consumer-facing digital wallet) more effectively. In the last two years, it has debuted the Venmo credit card, enabled in-store QR code payments, and launched crypto trading on the platform. Additionally, consumers can now use Venmo to make purchases from a growing number of online retailers, including DoorDash and Revolve, and Venmo payments are coming to Amazon later this year.Is PayPal stock a buy?PayPal isn't out of the woods yet, but the future looks brighter. The growing popularity of digital payments and online shopping should be a tailwind for its business, and despite a string of disappointing financial results, the company still benefits from a strong competitive position in a massive market. From that perspective, with the stock trading at four times sales -- its cheapest valuation since going public in 2015 -- PayPal does indeed look like a bargain buy right now.","news_type":1,"symbols_score_info":{"PYPL":1}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085615007,"gmtCreate":1650687105410,"gmtModify":1676534777598,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Great recommendations!👍","listText":"Great recommendations!👍","text":"Great recommendations!👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085615007","repostId":"2229168533","repostType":2,"repost":{"id":"2229168533","kind":"highlight","pubTimestamp":1650672182,"share":"https://ttm.financial/m/news/2229168533?lang=en_US&edition=fundamental","pubTime":"2022-04-23 08:03","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2229168533","media":"Motley Fool","summary":"These industry leaders have Buffett's stamp of approval and are on track for more big wins.","content":"<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4207":"综合性银行","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4501":"段永平概念","SNOW":"Snowflake","BK4116":"互联网服务与基础架构","BK4550":"红杉资本持仓","BK4571":"数字音乐概念","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4576":"AR","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","AAPL":"苹果","BK4176":"多领域控股","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4505":"高瓴资本持仓","BRK.A":"伯克希尔","VZ":"Verizon Comms","BK4535":"淡马锡持仓","ORCL":"甲骨文","BK4515":"5G概念","BK4504":"桥水持仓","BAC":"美国银行","BK4559":"巴菲特持仓","BK4538":"云计算","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229168533","content_text":"If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world's largest companies, and The Oracle of Omaha's ability to identify promising businesses worth holding long term has played a big role in getting there.While Berkshire's massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.1. AmazonEven with current holdings worth roughly $1.8 billion, Amazon ranks as just the 21st-largest overall stock holding in Berkshire's portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant's stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as \"an idiot\" for not buying shares at an earlier stage.With gains of roughly 21,680% over the last 20 years, it's not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon's e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.2. SnowflakeWhile the Oracle of Omaha is best known as a value investing guru, that doesn't mean that he and the Berkshire team don't sometimes see great value in highly growth-dependent stocks. Snowflake provides a data-warehousing platform that can be used to combine and analyze information from Amazon, Alphabet, and Microsoft's respective cloud platforms, and surging demand for its services is translating to rapid business expansion.Image source: Snowflake.Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most \"expensive\" stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn't be surprised at all if it winds up being one of the investment conglomerate's best-performing stocks over the next decade.3. VerizonWith the largest wireless network in the U.S., highly rated service, and strong customer loyalty, Verizon stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what's possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.Verizon's business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company's payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year's expected earnings.4. Bank of AmericaBerkshire Hathaway's holdings in Bank of America stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire's second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.There will always be a need for banking and financial services, and Bank of America's incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there's a good chance that investors can look forward to more payout growth.BAC Dividend data by YCharts5. AppleBuffett has said that Apple is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire's portfolio, representing roughly 46% of its total stock holdings.Apple has the world's most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that's helping to power new growth stages for the company.With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company's core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"SNOW":0.9,"VZ":0.9,"AMZN":0.9,"BAC":0.9,"BRK.B":0.9,"AAPL":0.88,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081912151,"gmtCreate":1650179409569,"gmtModify":1676534664545,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle&nbsp;depreciate immediately when one&nbsp;drive&nbsp;back home. Tesla value also&nbsp;in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.&nbsp;","listText":"Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle&nbsp;depreciate immediately when one&nbsp;drive&nbsp;back home. Tesla value also&nbsp;in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.&nbsp;","text":"Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle depreciate immediately when one drive back home. Tesla value also in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081912151","repostId":"2227986491","repostType":2,"repost":{"id":"2227986491","kind":"highlight","pubTimestamp":1650153489,"share":"https://ttm.financial/m/news/2227986491?lang=en_US&edition=fundamental","pubTime":"2022-04-17 07:58","market":"us","language":"en","title":"Is Tesla a Safe Stock to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986491","media":"Motley Fool","summary":"Tesla as a company has good prospects, but owning the stock comes with some risks.","content":"<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Source Link</a>\n\n</div>\n","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>Is Tesla a Safe Stock to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla a Safe Stock to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4527":"明星科技股","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986491","content_text":"Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.Image source: Getty Images.1. Is Tesla a durable business?Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.But note that the last paragraph started out by using the word \"lately.\" It's useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like General Motors and Ford Motor Company have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like BYD and Nio. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is one thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.2. Does Tesla stock offer a margin of safety?Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.So is Tesla's stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors' P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.Back to the original question: Is Tesla stock safe to buy?There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.Still, I don't think it's safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585472615131217","authorId":"3585472615131217","name":"DLWK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3585472615131217","idStr":"3585472615131217"},"content":",,, so.，，，，，， ，，。","text":",,, so.，，，，，， ，，。","html":",,, so.，，，，，， ，，。"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089583502,"gmtCreate":1650004716458,"gmtModify":1676534627929,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Impressive!","listText":"Impressive!","text":"Impressive!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089583502","repostId":"1199010965","repostType":4,"repost":{"id":"1199010965","kind":"news","pubTimestamp":1649987726,"share":"https://ttm.financial/m/news/1199010965?lang=en_US&edition=fundamental","pubTime":"2022-04-15 09:55","market":"us","language":"en","title":"Buffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life","url":"https://stock-news.laohu8.com/highlight/detail?id=1199010965","media":"Barrons","summary":"Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hath","content":"<html><head></head><body><p>Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hathaway as he eagerly anticipates what could be a record turnout at the company’s annual meeting on April 30.</p><p>The 91-year-old Buffett, in an interview running an hour and 14 minutes with Charlie Rose released Thursday, said that he “couldn’t be in better health.” Asked about a successor, Buffett said there is one in place—an apparent reference to Berkshire Hathaway (ticker BRK.A and BRK.B) executive Greg Abel—and said: “He’s not warming up. I’m still in overtime, but I’m out there.”</p><p>Buffett said there could be 40,000 attendees at Berkshire’s annual meeting later this month, noting it “could be the largest group coming to Omaha ever.”</p><p>The meeting is the first in-person Berkshire gathering, what Buffett calls a “Woodstock for Capitalists,” since 2019 and many Berkshire shareholders are eager to see Buffett and Vice Chairman Charlie Munger, 98, at what could be one of their last annual meetings together.</p><p>Wearing a blue blazer, gray slacks and a red tie, and taking sips of a Coke, Buffett said he loves his job, calling it the “most interesting job in the world” for him. Buffett said he gets up before 7 a.m., each morning, watches the news and CNBC and arrives at Berkshire’s headquarters in Omaha before the stock market opens at 8:30 local time. Even when he’s not at the office, Berkshire is on his mind, saying   “I’m always on the clock” for Berkshire.</p><p>He said that a Berkshire trader who sits near him at the office can execute billions of dollars of trades in a day and that the company regularly buys $5 billion of Treasury bills a week, making it potentially the largest regular buyer of them. Berkshire holds the bulk of its nearly $150 billion in cash in ultrasafe T-bills because Buffett takes no chances with the company’s huge liquidity pool.</p><p>Buffett acknowledged that age is taking some toll on him, saying he “forgets names and can’t read as fast” as he once did. He called himself a “decaying machine” but said he still “feels wonderful.” The Berkshire CEO remains extraordinarily sharp with a remarkable memory.</p><p>He praised Apple CEO Tim Cook as a “great manager and human being,” and noted that Apple (AAPL) produces only about 25% in the world’s smartphones. “But Apple produces the one that is most useful to people—the most aspirational product.” Apple is the largest equity holding at Berkshire. Buffett joked about his own technology limitations saying “I literally don’t know how to send an email.”</p><p>Buffett also marveled at Tesla (TSLA) CEO Elon Musk, noting that he took on General Motors (GM), Ford Motor (F), and the rest of the auto industry with “an idea and he’s winning.”</p><p>“That’s America. You can’t dream it up.”</p><p>Buffett acknowledged that he can’t earn the kind of returns now at Berkshire, with its $760 billion market value, than he could when he started the Buffett investment partnership in 1956 with $105,100. “If I do something brilliant with $5 billion, it’s 1% of the net worth” of Berkshire, which has about $500 billion of shareholder equity.</p><p>Buffett recounted his first equity purchase, made on March 11, 1942 at age 11, when he bought three shares of Cities Services preferred stock for $114.75. Before then, Buffett had prepared for the investment. “I had read every book in the Omaha public library about the stock market” by age 11. “I read books on technical analysis—I read everything.” That investment proved to be a winner—the start of many more.</p><p>It wasn’t until he was 18 or 19 and discovered the writings of his mentor Benjamin Graham that he realized he was focused on the wrong thing. He had been buying stocks, rather than pieces of businesses.</p><p>‘Since March 11, 1942, I’ve never had less than 80% of my money in American business,” Buffett said.</p><p>Buffett told Rose that he had just seen the musical <i>The Music Man</i> on Broadway with his longtime friend Carol Loomis, 92, a former Fortune writer who has long edited his annual shareholder letter.</p></body></html>","source":"lsy1601382232898","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>Buffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life</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\">\nBuffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/warren-buffett-says-he-is-in-great-health-with-no-plans-to-step-down-as-berkshire-ceo-51649972734><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hathaway as he eagerly anticipates what could be a record turnout at the company’s annual meeting on ...</p>\n\n<a href=\"https://www.barrons.com/articles/warren-buffett-says-he-is-in-great-health-with-no-plans-to-step-down-as-berkshire-ceo-51649972734\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔","AAPL":"苹果","BRK.B":"伯克希尔B"},"source_url":"https://www.barrons.com/articles/warren-buffett-says-he-is-in-great-health-with-no-plans-to-step-down-as-berkshire-ceo-51649972734","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199010965","content_text":"Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hathaway as he eagerly anticipates what could be a record turnout at the company’s annual meeting on April 30.The 91-year-old Buffett, in an interview running an hour and 14 minutes with Charlie Rose released Thursday, said that he “couldn’t be in better health.” Asked about a successor, Buffett said there is one in place—an apparent reference to Berkshire Hathaway (ticker BRK.A and BRK.B) executive Greg Abel—and said: “He’s not warming up. I’m still in overtime, but I’m out there.”Buffett said there could be 40,000 attendees at Berkshire’s annual meeting later this month, noting it “could be the largest group coming to Omaha ever.”The meeting is the first in-person Berkshire gathering, what Buffett calls a “Woodstock for Capitalists,” since 2019 and many Berkshire shareholders are eager to see Buffett and Vice Chairman Charlie Munger, 98, at what could be one of their last annual meetings together.Wearing a blue blazer, gray slacks and a red tie, and taking sips of a Coke, Buffett said he loves his job, calling it the “most interesting job in the world” for him. Buffett said he gets up before 7 a.m., each morning, watches the news and CNBC and arrives at Berkshire’s headquarters in Omaha before the stock market opens at 8:30 local time. Even when he’s not at the office, Berkshire is on his mind, saying   “I’m always on the clock” for Berkshire.He said that a Berkshire trader who sits near him at the office can execute billions of dollars of trades in a day and that the company regularly buys $5 billion of Treasury bills a week, making it potentially the largest regular buyer of them. Berkshire holds the bulk of its nearly $150 billion in cash in ultrasafe T-bills because Buffett takes no chances with the company’s huge liquidity pool.Buffett acknowledged that age is taking some toll on him, saying he “forgets names and can’t read as fast” as he once did. He called himself a “decaying machine” but said he still “feels wonderful.” The Berkshire CEO remains extraordinarily sharp with a remarkable memory.He praised Apple CEO Tim Cook as a “great manager and human being,” and noted that Apple (AAPL) produces only about 25% in the world’s smartphones. “But Apple produces the one that is most useful to people—the most aspirational product.” Apple is the largest equity holding at Berkshire. Buffett joked about his own technology limitations saying “I literally don’t know how to send an email.”Buffett also marveled at Tesla (TSLA) CEO Elon Musk, noting that he took on General Motors (GM), Ford Motor (F), and the rest of the auto industry with “an idea and he’s winning.”“That’s America. You can’t dream it up.”Buffett acknowledged that he can’t earn the kind of returns now at Berkshire, with its $760 billion market value, than he could when he started the Buffett investment partnership in 1956 with $105,100. “If I do something brilliant with $5 billion, it’s 1% of the net worth” of Berkshire, which has about $500 billion of shareholder equity.Buffett recounted his first equity purchase, made on March 11, 1942 at age 11, when he bought three shares of Cities Services preferred stock for $114.75. Before then, Buffett had prepared for the investment. “I had read every book in the Omaha public library about the stock market” by age 11. “I read books on technical analysis—I read everything.” That investment proved to be a winner—the start of many more.It wasn’t until he was 18 or 19 and discovered the writings of his mentor Benjamin Graham that he realized he was focused on the wrong thing. He had been buying stocks, rather than pieces of businesses.‘Since March 11, 1942, I’ve never had less than 80% of my money in American business,” Buffett said.Buffett told Rose that he had just seen the musical The Music Man on Broadway with his longtime friend Carol Loomis, 92, a former Fortune writer who has long edited his annual shareholder letter.","news_type":1,"symbols_score_info":{"BRK.A":0,"AAPL":0,"TSLA":0,"BRK.B":0}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089580142,"gmtCreate":1650004218641,"gmtModify":1676534627865,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Nonetheless,&nbsp;it is still cyclical in nature although semiconductor sector is most likely better than othersectors.&nbsp;","listText":"Nonetheless,&nbsp;it is still cyclical in nature although semiconductor sector is most likely better than othersectors.&nbsp;","text":"Nonetheless, it is still cyclical in nature although semiconductor sector is most likely better than othersectors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089580142","repostId":"1155880636","repostType":2,"repost":{"id":"1155880636","kind":"news","pubTimestamp":1649992211,"share":"https://ttm.financial/m/news/1155880636?lang=en_US&edition=fundamental","pubTime":"2022-04-15 11:10","market":"us","language":"en","title":"Nvidia Stock: Here's Why It Could Jump 70%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155880636","media":"TheStreet","summary":"Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Stre","content":"<html><head></head><body><p>Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Street analysts remains super bullish.</p><p>Down almost 30% year-to-date, Nvidia has been suffering from headwinds mainly in the gaming sector. But the tone among Wall Street experts remains super bullish for the long term.</p><p>Bank of America analysts recently reinforced their bullishness on Nvidia stock ahead of the recent sell-off and forecast a strong upside ahead. Let&#39;s look further.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92beae3b41aea6b63c124e65549aa992\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"/><span>Figure 1: Here&#39;s Why Nvidia Stock Could Nearly 70%</span></p><p><b>BoA Is Super-Bullish on NVIDIA</b></p><p>Bank of America Securities analyst Vivek Arya recently reiterated his bullishness on Nvidia. He has set a buy recommendation with a price target of $375. This implies a potential upside of 69%, based on the recent price of $222.</p><p>According to Arya, Nvidia&#39;s recent weakness — including the sharp decline we&#39;ve seen since the end of March — is exaggerated. Investors are worried about headwinds linked to the gaming business, wich accounts for 44% of Nvidia&#39;s sales. The company may face a slowdown in demand in Europe and China due to the war in Russia and the COVID lockdowns.</p><p>Also, Ethereum is switching to a proof-of-stake model. Because this method of validating transactions doesn&#39;t require graphics cards, this could impact Nvidia&#39;s business.</p><p>However, Arya thinks that investors are overlooking more favorable trends, such as the strength of Nvidia&#39;s data center business and professional design visualization; the upcoming new 2H gaming-based Hopper product cycle; and the low inventory of gaming channels.</p><p><b>Has the Semiconductor Industry Peaked?</b></p><p>According to some Wall Street experts, growth in the PC and gaming hardware segments is expected to slow in 2023.</p><p>Some Wall Street firms like Morgan Stanley and Barclays have beendowngradingstocks like HP, AMD and Dell as recently as March. But this has less to do with the recent financial performance of these companies than with their longer-term outlook.</p><p>Goldman Sachs also recently gave its opinion regarding the slowdown in the semiconductor space. According to Goldman&#39;s team, the macroeconomic environment is likely to deteriorate, with skyrocketing inflation and rising interest rates negatively impacting consumer behavior.</p><p>Because Nvidia is one of the biggest players in this industry, its performance has naturally influenced the pessimism of big Wall Street firms. That&#39;s especially the case, considering the high multiples that the stock currently trades for. Nvidia&#39;s P/E is currently 49 times, more than 152% above the semiconductor sector average.</p><p>However, the recent slowdown in the PC, gaming, and crypto markets tend to be a momentary headwind and not a matter of lack of demand. Sectors such as data center, gaming, and autonomous vehicles, in which Nvidia is a major player, should continue to be in a super demand trend for the long term.</p><p>Because Nvidia has a business with robust margins, cutting-edge technology, and fast development pace in very promising sectors, the bullish tone for the long term in Nvidia should remain the consensus on Wall Street.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Here's Why It Could Jump 70%</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\">\nNvidia Stock: Here's Why It Could Jump 70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/heres-why-nvidia-stock-could-rise-nearly-70><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Street analysts remains super bullish.Down almost 30% year-to-date, Nvidia has been suffering from ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/heres-why-nvidia-stock-could-rise-nearly-70\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/heres-why-nvidia-stock-could-rise-nearly-70","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155880636","content_text":"Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Street analysts remains super bullish.Down almost 30% year-to-date, Nvidia has been suffering from headwinds mainly in the gaming sector. But the tone among Wall Street experts remains super bullish for the long term.Bank of America analysts recently reinforced their bullishness on Nvidia stock ahead of the recent sell-off and forecast a strong upside ahead. Let's look further.Figure 1: Here's Why Nvidia Stock Could Nearly 70%BoA Is Super-Bullish on NVIDIABank of America Securities analyst Vivek Arya recently reiterated his bullishness on Nvidia. He has set a buy recommendation with a price target of $375. This implies a potential upside of 69%, based on the recent price of $222.According to Arya, Nvidia's recent weakness — including the sharp decline we've seen since the end of March — is exaggerated. Investors are worried about headwinds linked to the gaming business, wich accounts for 44% of Nvidia's sales. The company may face a slowdown in demand in Europe and China due to the war in Russia and the COVID lockdowns.Also, Ethereum is switching to a proof-of-stake model. Because this method of validating transactions doesn't require graphics cards, this could impact Nvidia's business.However, Arya thinks that investors are overlooking more favorable trends, such as the strength of Nvidia's data center business and professional design visualization; the upcoming new 2H gaming-based Hopper product cycle; and the low inventory of gaming channels.Has the Semiconductor Industry Peaked?According to some Wall Street experts, growth in the PC and gaming hardware segments is expected to slow in 2023.Some Wall Street firms like Morgan Stanley and Barclays have beendowngradingstocks like HP, AMD and Dell as recently as March. But this has less to do with the recent financial performance of these companies than with their longer-term outlook.Goldman Sachs also recently gave its opinion regarding the slowdown in the semiconductor space. According to Goldman's team, the macroeconomic environment is likely to deteriorate, with skyrocketing inflation and rising interest rates negatively impacting consumer behavior.Because Nvidia is one of the biggest players in this industry, its performance has naturally influenced the pessimism of big Wall Street firms. That's especially the case, considering the high multiples that the stock currently trades for. Nvidia's P/E is currently 49 times, more than 152% above the semiconductor sector average.However, the recent slowdown in the PC, gaming, and crypto markets tend to be a momentary headwind and not a matter of lack of demand. Sectors such as data center, gaming, and autonomous vehicles, in which Nvidia is a major player, should continue to be in a super demand trend for the long term.Because Nvidia has a business with robust margins, cutting-edge technology, and fast development pace in very promising sectors, the bullish tone for the long term in Nvidia should remain the consensus on Wall Street.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016483788,"gmtCreate":1649219031816,"gmtModify":1676534472796,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"It make sense to focus on markets which have strong&nbsp;confidence during&nbsp;this challenging economy conditions.&nbsp;","listText":"It make sense to focus on markets which have strong&nbsp;confidence during&nbsp;this challenging economy conditions.&nbsp;","text":"It make sense to focus on markets which have strong confidence during this challenging economy conditions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016483788","repostId":"2225886665","repostType":2,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098652106,"gmtCreate":1644120249540,"gmtModify":1676533892402,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"I think PayPal around&nbsp;$120 would be a good buy.&nbsp;","listText":"I think PayPal around&nbsp;$120 would be a good buy.&nbsp;","text":"I think PayPal around $120 would be a good buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098652106","repostId":"2208317024","repostType":2,"repost":{"id":"2208317024","kind":"highlight","pubTimestamp":1644039774,"share":"https://ttm.financial/m/news/2208317024?lang=en_US&edition=fundamental","pubTime":"2022-02-05 13:42","market":"us","language":"en","title":"3 No-Brainer Stocks to Buy With $1,000 Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2208317024","media":"Motley Fool","summary":"These outstanding companies have the potential to generate market-crushing returns.","content":"<div>\n<p>The S&P 500 has had a cold start to the new year, down 6% in the month of January. This situation might be scaring investors out of the market entirely, as the downward trend could continue with ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks to Buy With $1,000 Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Stocks to Buy With $1,000 Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has had a cold start to the new year, down 6% in the month of January. This situation might be scaring investors out of the market entirely, as the downward trend could continue with ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4202":"服装、服饰与奢侈品","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","AMZN":"亚马逊","PYPL":"PayPal","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","LULU":"lululemon athletica","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","NFLX":"奈飞","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208317024","content_text":"The S&P 500 has had a cold start to the new year, down 6% in the month of January. This situation might be scaring investors out of the market entirely, as the downward trend could continue with uncertainty about inflation, the Fed's pending rate hikes, and the ongoing pandemic adding to the worries. But if you're an investor with a long time horizon, like me, then now could be the perfect time to add fresh capital to your portfolio. When the market seems overly pessimistic and full of fear is usually the best time to be aggressive. With $1,000 to invest, look no further than Lululemon (NASDAQ:LULU), Netflix (NASDAQ:NFLX), and PayPal (NASDAQ:PYPL) as worthy additions to your portfolio. Image source: Getty Images.1. Lululemon Since February 2017, Lululemon's stock has soared 390%, an outstanding investment if you got in at that time. This performance can be attributed to Lululemon's impressive sales and profit growth of 166% and 175%, respectively, over the past five years. Expanding the store footprint, now at 552 locations, also helped. This burgeoning apparel brand sports a better gross margin, at 57.2%, than industry leader Nike. A higher metric generally indicates customers' propensity to pay premium prices for a company's products. In Lululemon's case, having a strong direct-to-consumer presence -- a channel that represented 40% of sales in the most recent quarter -- is crucial for brand relevance. The business first gained popularity as a seller of yoga pants to women, but it has now become a major men's outfitter. The men's segment increased revenue 44% year over year in the fiscal 2021 third quarter, while the women's segment grew 25%. Diversification of revenue sources is a positive sign. Lululemon shares have lost 30% in value over the past three months as the threat of higher interest rates negatively impacts high-multiple, high-growth stocks. Consequently, investors are presented with a great opportunity to buy shares in this thriving retailer at a meaningful pullback. 2. Netflix This top streaming stock reported fourth-quarter 2021 financial results on Jan. 20 that disappointed investors. Management guided to 2.5 million net new subscribers in the current quarter, far less than the 6.9 million Wall Street was expecting. But despite the stock being down 17% since that announcement, Netflix has been a massive winner, rising 200% over the past five years. Quarterly membership growth has certainly been irregular and unpredictable after the pandemic started in the spring of 2020, but the secular shift away from traditional cable TV and toward streaming is not going away. According to data from S&P Global, there were 1.1 billion households worldwide with a cable TV subscription in 2020. This means that Netflix, with its 221.8 million customers today, still has a large runway for expansion in the years ahead.  Billionaire hedge fund manager Bill Ackman, through his firm Pershing Square Capital Management, took advantage of the market souring on Netflix by scooping up 3.1 million shares. His firm is now a top-20 shareholder in the company. Ackman has a proven track record of pouncing on attractive investment opportunities when the time is right. That's a great endorsement for why you might want to consider owning Netflix stock as well.  3. PayPalAnother major historical winner is fintech behemoth PayPal. Its stock has climbed 379% since the business was spun off from eBay in July 2015. PayPal has long been a pioneer in the digital payments space, and it now counts an impressive 426 million active accounts, of which 34 million are merchants. I think there are three main factors that make PayPal a special business. For starters, the company's brand exemplifies a relentless focus on security and ease of use. These characteristics, along with massive scale to the tune of $1.25 trillion in total payment volume in 2021, are probably why e-commerce giant Amazon chose to partner with PayPal's Venmo starting this year. Additionally, PayPal possesses remarkable financial metrics. In 2021, the company's non-generally accepted accounting principles (GAAP) operating margin of 24.8% was stellar. And the business continued to prove that it's a cash machine, generating $5.4 billion in free cash flow during the 12-month period. Lastly, the company is not done growing. Along with the Amazon partnership, initiatives to bolster the PayPal mobile app and an acquisition like that of Japanese buy now, pay later specialist Paidy showcase management's huge ambition to one day have 1 billion daily active users. PayPal's shares are off more than 50% from their recent high set in July 2021. The stock currently trades for a lower and more attractive price-to-earnings (P/E) ratio of below 40, making it a solid investment right now.","news_type":1,"symbols_score_info":{"PYPL":1,"NFLX":0.6,"LULU":1,"AMZN":0.81}},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003362927,"gmtCreate":1640880276975,"gmtModify":1676533550813,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Yup, I am still holding it and will DCA going forward.&nbsp;","listText":"Yup, I am still holding it and will DCA going forward.&nbsp;","text":"Yup, I am still holding it and will DCA going forward.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003362927","repostId":"1106092668","repostType":2,"repost":{"id":"1106092668","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":1640876653,"share":"https://ttm.financial/m/news/1106092668?lang=en_US&edition=fundamental","pubTime":"2021-12-30 23:04","market":"us","language":"en","title":"Sea Limited Shares Jumped More Than 4% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1106092668","media":"Tiger Newspress","summary":"Sea Limited shares jumped more than 4% in morning trading.Also Read:Sea Limited: A Deep Dive To Unde","content":"<html><head></head><body><p>Sea Limited shares jumped more than 4% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/448dcc7d589843674730e046aa6ef96a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Also Read:</b><b>Sea Limited: A Deep Dive To Understand The Recent Selloff</b></p><p><b>Summary</b></p><ul><li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li><li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li><li>I consider Sea one of my ten highest conviction investments.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>A by-parts analysis of Sea Limited&#39;s (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p><p><b>Introduction</b></p><p>I recently wrote an article highlighting my top 10 stock picks for 2022. I&#39;d already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p><p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don&#39;t speculate on short-term market movements, but I personally added to my Sea shares recently. It&#39;s one of my only losing positions that I didn&#39;t sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p><p>It&#39;s also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it&#39;s the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p><p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p><p><b>Gaming</b></p><p>Sea Limited&#39;s gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p><p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it&#39;s particularly popular in emerging markets like SEA, LATAM, and India, where it&#39;s been the highest-grossing mobile game for over two years.</p><p>With the game having been popular for a long time already, there&#39;s some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p><p>Regardless, Garena is a critical part of Sea because it&#39;s the only profitable segment and it doubles a social platform that provides free advertising for Sea&#39;s non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p><p>Thus, one reason for Sea&#39;s recent selloff could be the Q4 guidance implied for Garena.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Source: Earnings Call Presentation</span></p><p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p><p>While 20% isn&#39;t a terrible deceleration, 0% certainly is. Even 20% growth isn&#39;t spectacular compared to the historic levels. At the 10% midpoint, Garena&#39;s growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p><p>Garena&#39;s implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I&#39;ll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today&#39;s market.</p><p>This means Garena is worth $23.5B based on the high end of management&#39;s guidance.</p><p>I believe this valuation is actually conservative for a few reasons:</p><ul><li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li><li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li><li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li><li>Although I&#39;d obviously prefer that Garena develops more games in house, in the meantime it&#39;s still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena&#39;s revenue.</li></ul><p><b>E-Commerce</b></p><p>Sea&#39;s e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p><p>There&#39;s always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba&#39;s (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don&#39;t publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn&#39;t published explicit revenue numbers for some countries like Brazil.</p><p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from Alexa</span></p><p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from AppAnnie</span></p><p>On the mobile side, there&#39;s no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p><p>Of course, traffic doesn&#39;t always translate to GMV. But for a shopping app where most people will use the app to buy something, it&#39;s a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It&#39;s Shopee&#39;s dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p><p>So why would a company with so much potential sell off?</p><p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it&#39;s bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO&#39;s comments that they don&#39;t have a concrete measure of success in these earlier stage countries won&#39;t help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they&#39;re successful, then it could drive even more unexpected growth in the future.</p><p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it&#39;s hard to complain when the overall sales increased a lot despite a decrease in basket size.</p><p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That&#39;s 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon&#39;s $340B in 2020 e-commerce sales, Shopee looks like it&#39;s just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA&#39;s.</p><p>Despite being in a blue skies industry, it&#39;s more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee&#39;s success is not guaranteed because it&#39;s not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p><p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it&#39;s difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it&#39;s worth noting that despite being unprofitable, Sea&#39;s Rule of 40 score of 104 is better than most SaaS companies&#39;, and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p><p>To understand Shopee&#39;s terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon&#39;s high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p><p>If Shopee keeps doubling revenue over the next couple of years (which it&#39;s easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon&#39;s P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p><p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee&#39;s mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment&#39;s future. I recognize that it&#39;s currently an unprofitable and thus risky segment, but I also see the massive potential.</p><p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p><p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let&#39;s look at the other parts of Sea.</p><p><b>FinTech &amp; Investments</b></p><p>The easiest addition to my computed valuation is Sea&#39;s $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won&#39;t be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p><p>Then there is Sea&#39;s FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a &#34;take rate&#34; of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I&#39;m not worried about SeaMoney losing money while it scales.</p><p>Despite SeaMoney being a small segment, it&#39;s now reaching a point where it can be factored into the valuation. Maybe it&#39;s only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea&#39;s sales would today be worth more than the gaming segment. But Sea&#39;s management - combined with Garena&#39;s ability to fund new segments and drive their viral adoption - made it happen. It&#39;s certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p><p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre&#39;s revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa&#39;s, Mastercard&#39;s (NYSE:MA), and Affirm&#39;s (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies&#39;, but we don&#39;t even need to speculate about what a fair multiple is, since we can reach Sea&#39;s current valuation by using 16x P/S in my model valuation.</p><p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started &#34;early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.&#34; These guys sure know how to hop on the latest high growth trend.</p><p>Finally, there&#39;s the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There&#39;s strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea&#39;s investment arm is very early stage, so I don&#39;t include it in my valuation model. But it doesn&#39;t have to be factored in to justify the current share price. It&#39;s just one more area that might be worth a large part of Sea one day.</p><p><b>Conclusion</b></p><p>Looking at each of Sea&#39;s segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn&#39;t account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea&#39;s business. With the FinTech segment currently growing at 818% year over year, it doesn&#39;t take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p><p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven&#39;t been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today&#39;s prices. It&#39;s a steep drop for sure, but most companies in today&#39;s market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p><p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It&#39;s one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited Shares Jumped More Than 4% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited Shares Jumped More Than 4% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea Limited shares jumped more than 4% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/448dcc7d589843674730e046aa6ef96a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Also Read:</b><b>Sea Limited: A Deep Dive To Understand The Recent Selloff</b></p><p><b>Summary</b></p><ul><li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li><li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li><li>I consider Sea one of my ten highest conviction investments.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>A by-parts analysis of Sea Limited&#39;s (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p><p><b>Introduction</b></p><p>I recently wrote an article highlighting my top 10 stock picks for 2022. I&#39;d already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p><p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don&#39;t speculate on short-term market movements, but I personally added to my Sea shares recently. It&#39;s one of my only losing positions that I didn&#39;t sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p><p>It&#39;s also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it&#39;s the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p><p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p><p><b>Gaming</b></p><p>Sea Limited&#39;s gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p><p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it&#39;s particularly popular in emerging markets like SEA, LATAM, and India, where it&#39;s been the highest-grossing mobile game for over two years.</p><p>With the game having been popular for a long time already, there&#39;s some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p><p>Regardless, Garena is a critical part of Sea because it&#39;s the only profitable segment and it doubles a social platform that provides free advertising for Sea&#39;s non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p><p>Thus, one reason for Sea&#39;s recent selloff could be the Q4 guidance implied for Garena.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Source: Earnings Call Presentation</span></p><p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p><p>While 20% isn&#39;t a terrible deceleration, 0% certainly is. Even 20% growth isn&#39;t spectacular compared to the historic levels. At the 10% midpoint, Garena&#39;s growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p><p>Garena&#39;s implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I&#39;ll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today&#39;s market.</p><p>This means Garena is worth $23.5B based on the high end of management&#39;s guidance.</p><p>I believe this valuation is actually conservative for a few reasons:</p><ul><li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li><li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li><li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li><li>Although I&#39;d obviously prefer that Garena develops more games in house, in the meantime it&#39;s still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena&#39;s revenue.</li></ul><p><b>E-Commerce</b></p><p>Sea&#39;s e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p><p>There&#39;s always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba&#39;s (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don&#39;t publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn&#39;t published explicit revenue numbers for some countries like Brazil.</p><p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from Alexa</span></p><p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from AppAnnie</span></p><p>On the mobile side, there&#39;s no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p><p>Of course, traffic doesn&#39;t always translate to GMV. But for a shopping app where most people will use the app to buy something, it&#39;s a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It&#39;s Shopee&#39;s dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p><p>So why would a company with so much potential sell off?</p><p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it&#39;s bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO&#39;s comments that they don&#39;t have a concrete measure of success in these earlier stage countries won&#39;t help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they&#39;re successful, then it could drive even more unexpected growth in the future.</p><p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it&#39;s hard to complain when the overall sales increased a lot despite a decrease in basket size.</p><p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That&#39;s 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon&#39;s $340B in 2020 e-commerce sales, Shopee looks like it&#39;s just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA&#39;s.</p><p>Despite being in a blue skies industry, it&#39;s more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee&#39;s success is not guaranteed because it&#39;s not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p><p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it&#39;s difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it&#39;s worth noting that despite being unprofitable, Sea&#39;s Rule of 40 score of 104 is better than most SaaS companies&#39;, and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p><p>To understand Shopee&#39;s terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon&#39;s high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p><p>If Shopee keeps doubling revenue over the next couple of years (which it&#39;s easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon&#39;s P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p><p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee&#39;s mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment&#39;s future. I recognize that it&#39;s currently an unprofitable and thus risky segment, but I also see the massive potential.</p><p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p><p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let&#39;s look at the other parts of Sea.</p><p><b>FinTech &amp; Investments</b></p><p>The easiest addition to my computed valuation is Sea&#39;s $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won&#39;t be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p><p>Then there is Sea&#39;s FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a &#34;take rate&#34; of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I&#39;m not worried about SeaMoney losing money while it scales.</p><p>Despite SeaMoney being a small segment, it&#39;s now reaching a point where it can be factored into the valuation. Maybe it&#39;s only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea&#39;s sales would today be worth more than the gaming segment. But Sea&#39;s management - combined with Garena&#39;s ability to fund new segments and drive their viral adoption - made it happen. It&#39;s certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p><p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre&#39;s revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa&#39;s, Mastercard&#39;s (NYSE:MA), and Affirm&#39;s (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies&#39;, but we don&#39;t even need to speculate about what a fair multiple is, since we can reach Sea&#39;s current valuation by using 16x P/S in my model valuation.</p><p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started &#34;early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.&#34; These guys sure know how to hop on the latest high growth trend.</p><p>Finally, there&#39;s the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There&#39;s strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea&#39;s investment arm is very early stage, so I don&#39;t include it in my valuation model. But it doesn&#39;t have to be factored in to justify the current share price. It&#39;s just one more area that might be worth a large part of Sea one day.</p><p><b>Conclusion</b></p><p>Looking at each of Sea&#39;s segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn&#39;t account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea&#39;s business. With the FinTech segment currently growing at 818% year over year, it doesn&#39;t take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p><p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven&#39;t been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today&#39;s prices. It&#39;s a steep drop for sure, but most companies in today&#39;s market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p><p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It&#39;s one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106092668","content_text":"Sea Limited shares jumped more than 4% in morning trading.Also Read:Sea Limited: A Deep Dive To Understand The Recent SelloffSummarySea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.I dive into each of its segments to understand the recent selloff and justify the current valuation.I consider Sea one of my ten highest conviction investments.kokkai/iStock Unreleased via Getty ImagesThesisA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.IntroductionI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.GamingSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.Source: Earnings Call PresentationIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.This means Garena is worth $23.5B based on the high end of management's guidance.I believe this valuation is actually conservative for a few reasons:Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.E-CommerceSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.Source: The Author, compiled from AlexaShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.Source: The Author, compiled from AppAnnieOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.So why would a company with so much potential sell off?After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.FinTech & InvestmentsThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.ConclusionLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009418147,"gmtCreate":1640753382690,"gmtModify":1676533539333,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]&nbsp;","listText":"Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]&nbsp;","text":"Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009418147","repostId":"2194074487","repostType":4,"repost":{"id":"2194074487","kind":"highlight","pubTimestamp":1640749814,"share":"https://ttm.financial/m/news/2194074487?lang=en_US&edition=fundamental","pubTime":"2021-12-29 11:50","market":"us","language":"en","title":"4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2194074487","media":"Motley Fool","summary":"Select analysts and investment banks believe these fast-paced companies can catapult higher by 107% to 240% next year.","content":"<div>\n<p>In just a few days we'll close the book on what's been another great year for the broad-market indexes. Through the holiday-shortened week, the benchmark S&P 500 had hit 68 record-closing highs for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/\">Source Link</a>\n\n</div>\n","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>4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street</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\">\n4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In just a few days we'll close the book on what's been another great year for the broad-market indexes. Through the holiday-shortened week, the benchmark S&P 500 had hit 68 record-closing highs for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4085":"互动家庭娱乐","BK4504":"桥水持仓","TDOC":"Teladoc Health Inc.","BK4167":"医疗保健技术","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4107":"财产与意外伤害保险","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","ROOT":"Root, Inc.","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","SE":"Sea Ltd","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194074487","content_text":"In just a few days we'll close the book on what's been another great year for the broad-market indexes. Through the holiday-shortened week, the benchmark S&P 500 had hit 68 record-closing highs for the year and was up by 26%.\nYet, in spite of this above-average performance, select Wall Street analysts and investment banks still see incredible value from a quartet of growth stocks. Based on the high-water price target on Wall Street for each respective company, these four stocks are expected to skyrocket between 107% and 240% in 2022.\nImage source: Getty Images.\nTeladoc Health: Implied upside of 126%\nIt's been a wild ride for telehealth kingpin Teladoc Health (NYSE:TDOC). After more than doubling in 2020 amid the coronavirus pandemic, the virtual visit platform has been more than halved this year. But if analyst Sean Dodge of RBC Capital proves accurate in his estimate, Teladoc could rocket 126% higher to a price target of $215 in 2022.\nWhile critics would argue that Teladoc's sales growth in 2020 was a flash in the pan, the company's growth prior to the pandemic suggests otherwise. In the six years leading up to the pandemic, it grew sales by an annual average of 74%.\nThe fact is that Teladoc is changing the face of personalized care. Its virtual visit platform is more convenient for patients and can allow physicians to keep closer tabs on chronically ill people. This should ultimately result in improved patient outcomes and lower costs for health insurers. This latter is particularly important since it means insurers will promote the use of telemedicine, when applicable.\nTeladoc's supercharged growth also comes on the heels of its acquisition of leading applied health signals company Livongo Health a year ago. Livongo uses artificial intelligence to send tips and nudges to its enrolled members with chronic illnesses, such as diabetes and hypertension. The ability for Teladoc and Livongo to cross-sell should help the company maintain jaw-dropping growth potential.\nImage source: Getty Images.\nTrulieve Cannabis: Implied upside of 169%\nIf there's an industry where Wall Street's price targets are consistently well above where the underlying stocks are currently trading, it's cannabis -- specifically U.S. cannabis. If the prognostication of Cantor Fitzgerald analyst Pablo Zuanic proves correct, marijuana stock Trulieve Cannabis (OTC:TCNNF) could hit $72 in 2022.  That represents upside of 169%, relative to where shares closed last week.\nLike most multi-state operators (MSO), Trulieve is letting its retail operations do most of the work. But Trulieve took a different path to growth than most MSOs. Instead of trying to plant its proverbial flag in as many legalized states as possible, Trulieve focused most of its attention on saturating medical marijuana-legal Florida. Less than a week ago, it opened its 112th dispensary in the Sunshine State, which compares to 47 outside of Florida.\nFocusing on a single high-dollar market has its perks. Since Trulieve controls well over a quarter of all statewide dispensaries in Florida, it doesn't have to spend much on marketing. Not having to budget a lot of money to build up its brands has resulted in three consecutive years of profitability for the company.\nThe next exciting step for Trulieve is inorganic growth. In October, it closed the biggest deal in U.S. cannabis history by purchasing MSO Harvest Health & Recreation. Harvest has a dominant presence in its home market of Arizona, which legalized adult-use weed in November 2020. With a huge presence in Florida and now other high-dollar markets, Trulieve's shares do appear inexpensive.\nImage source: Getty Images.\nRoot: Implied upside of 240%\nSmall-cap stocks are expected to get in on the action, too. Following an abysmal year that's seen shares of insurance company Root (NASDAQ:ROOT) decline by 79%, at least one investment bank is expecting a big rebound. Based on Wall Street's high price target of $11, Root offers upside of 240% in 2022.\nFor decades, the auto insurance industry has used an assortment of metrics, such as credit scores, age, and marital status, to determine how much their members should pay each month. Unfortunately, these figures don't actually tell insurance companies how well or poor of a driver someone is. Root is aiming to disrupt this stodgy industry by relying on telematics.\nIn simple terms, Root is using highly sensitive equipment found in smartphones to detect G-forces while a driver brakes, accelerates, and turns. Utilizing true driving data, as well as driving trends within a state or region, should allow the company to accurately price policies up front for new members.\nOn the downside, Root is a relatively new player, which means it's going to have to spend aggressively to build up its brand (i.e., expect sizable losses to continue). However, initial accident loss ratios have been mostly encouraging. With gross accident period loss ratios coming in below 100% for much of the past two years -- a figure below 100% implies a profitably written policy -- the data suggests a telematics-based approach can be successful.\nRoot is a very risky investment, but it does offer incredible reward potential.\nImage source: Getty Images.\nSea Limited: Implied upside of 107%\nWall Street also sees big things happening for Singapore-based company Sea Limited (NYSE:SE), which has been in a precipitous downtrend over the past two months. If the $460 price target from Goldman Sachs analyst Piyush Mubayi is correct, megacap stock Sea could more than double in value next year.\nThe lure of Sea Limited is that it has a trio of rapidly growing and diversified operating segments.\nFor the moment, the company's digital entertainment division is the only one of the three generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea's mobile game, Free Fire, continues to be a worldwide hit. In the September-ended quarter, 12.8% of its 729 million gamers were paying to play.  That's a pay-to-play conversion ratio that's many multiples higher than the industry average.\nSecondly, Sea's nascent digital financial services segment is gaining traction. There are now more than 39 million people using the company's digital wallet services, with payment volume hitting $4.6 billion in the third quarter.\nThe third fast-growing segment, and arguably what has investors so excited about Sea, is e-commerce platform Shopee. Shopee is consistently the most-downloaded shopping app in Southeastern Asia, and it's gained plenty of appeal in Brazil. Since it's primarily targeting emerging market countries with burgeoning middle classes, growth is off the scale. The $16.8 billion in gross merchandise value (GMV) on Shopee in Q3 2021 is more than the $10 billion in GMV for all of 2018, just to give you an idea of how quickly this segment is growing.\nWhile $460 in 2022 might be asking a bit much, upside does seem warranted.","news_type":1,"symbols_score_info":{"MSO":0.9,"ROOT":0.9,"TDOC":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000299244,"gmtCreate":1640189071319,"gmtModify":1676533505828,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Another reason to buy more.&nbsp;","listText":"Another reason to buy more.&nbsp;","text":"Another reason to buy more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000299244","repostId":"2193192720","repostType":2,"repost":{"id":"2193192720","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640185119,"share":"https://ttm.financial/m/news/2193192720?lang=en_US&edition=fundamental","pubTime":"2021-12-22 22:58","market":"us","language":"en","title":"Tesla, authorities submit documents for German plant approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2193192720","media":"Reuters","summary":"BERLIN, Dec 22  - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.The approval process is still ongoing, the ministry said.Tesla could not be immediately reached for comment.Due to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Die","content":"<p>BERLIN, Dec 22 (Reuters) - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.</p>\n<p>The approval process is still ongoing, the ministry said.</p>\n<p>Tesla could not be immediately reached for comment.</p>\n<p>Due to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Dietmar Woidke had recently suggested a decision might come in early 2022.</p>\n<p>Tesla has repeatedly had to push back the expected opening of the factory and Chief Executive Elon Musk has regularly travelled to Germany to check on the plant's progress, criticising German bureaucracy for slowing down construction.</p>\n<p>Since Tesla expanded its original proposal to include a battery factory, the construction plans had to undergo a renewed process of public consultation which ended on Nov. 22.</p>\n<p>The response to all objections raised in that consultation is a prerequisite for a final building permit.</p>\n<p>Currently, Tesla is only working on the factory on the basis of preliminary building permits.</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>Tesla, authorities submit documents for German plant approval</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, authorities submit documents for German plant approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-22 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERLIN, Dec 22 (Reuters) - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.</p>\n<p>The approval process is still ongoing, the ministry said.</p>\n<p>Tesla could not be immediately reached for comment.</p>\n<p>Due to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Dietmar Woidke had recently suggested a decision might come in early 2022.</p>\n<p>Tesla has repeatedly had to push back the expected opening of the factory and Chief Executive Elon Musk has regularly travelled to Germany to check on the plant's progress, criticising German bureaucracy for slowing down construction.</p>\n<p>Since Tesla expanded its original proposal to include a battery factory, the construction plans had to undergo a renewed process of public consultation which ended on Nov. 22.</p>\n<p>The response to all objections raised in that consultation is a prerequisite for a final building permit.</p>\n<p>Currently, Tesla is only working on the factory on the basis of preliminary building permits.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4550":"红杉资本持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193192720","content_text":"BERLIN, Dec 22 (Reuters) - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.\nThe approval process is still ongoing, the ministry said.\nTesla could not be immediately reached for comment.\nDue to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Dietmar Woidke had recently suggested a decision might come in early 2022.\nTesla has repeatedly had to push back the expected opening of the factory and Chief Executive Elon Musk has regularly travelled to Germany to check on the plant's progress, criticising German bureaucracy for slowing down construction.\nSince Tesla expanded its original proposal to include a battery factory, the construction plans had to undergo a renewed process of public consultation which ended on Nov. 22.\nThe response to all objections raised in that consultation is a prerequisite for a final building permit.\nCurrently, Tesla is only working on the factory on the basis of preliminary building permits.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897282586,"gmtCreate":1628923524545,"gmtModify":1676529894907,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Flying to the moon","listText":"Flying to the moon","text":"Flying to the moon","images":[{"img":"https://static.tigerbbs.com/75563671ce7b64394cecc596e18581c3","width":"1125","height":"2802"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897282586","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":183538703,"gmtCreate":1623335205802,"gmtModify":1704201222321,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Impressive growth&nbsp;","listText":"Impressive growth&nbsp;","text":"Impressive growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183538703","repostId":"1193863762","repostType":4,"repost":{"id":"1193863762","kind":"news","pubTimestamp":1623334800,"share":"https://ttm.financial/m/news/1193863762?lang=en_US&edition=fundamental","pubTime":"2021-06-10 22:20","market":"us","language":"en","title":"Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193863762","media":"seekingalpha","summary":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer","content":"<p>(June 10)&nbsp;Semiconductor&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><a href=\"https://laohu8.com/NW/1163875762\" target=\"_blank\"><b>Related:&nbsp;Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom</b></a><b></b></p>\n<p><img src=\"https://static.tigerbbs.com/eb703ee8165d2dc48c5550db47dfebc7\" tg-width=\"303\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>According to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.</p>\n<p>The most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.</p>\n<p>In 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.</p>\n<p>For 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.</p>\n<p>Related stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI)&nbsp;+24.7%, On Semiconducter(NASDAQ:ON)&nbsp;+14.85%, Intel(NASDAQ:INTC)&nbsp;+14.4%,&nbsp; and, TSMC(NYSE:TSM)&nbsp;+6.3%.</p>\n<p>ETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.</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>Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022</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\">\nGlobal Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","ON":"安森美半导体","NXPI":"恩智浦","TSM":"台积电"},"source_url":"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193863762","content_text":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.\nThe most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.\nIn 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.\nFor 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.\nRelated stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI) +24.7%, On Semiconducter(NASDAQ:ON) +14.85%, Intel(NASDAQ:INTC) +14.4%,  and, TSMC(NYSE:TSM) +6.3%.\nETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.","news_type":1,"symbols_score_info":{"INTC":0.9,"TSM":0.9,"NXPI":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197030732,"gmtCreate":1621408910626,"gmtModify":1704357141461,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Such a negative news.&nbsp;","listText":"Such a negative news.&nbsp;","text":"Such a negative news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197030732","repostId":"1147082881","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573940971050145","authorId":"3573940971050145","name":"Michi","avatar":"https://static.tigerbbs.com/09c5b92ee759e13a58ffa83771d01f4f","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3573940971050145","idStr":"3573940971050145"},"content":"Sometimes negative news can makes the price up too.","text":"Sometimes negative news can makes the price up too.","html":"Sometimes negative news can makes the price up too."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9984193634,"gmtCreate":1667554533128,"gmtModify":1676537936987,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"PYPL still fundamentally strong. I will buy while it islow.&nbsp;","listText":"PYPL still fundamentally strong. I will buy while it islow.&nbsp;","text":"PYPL still fundamentally strong. I will buy while it islow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984193634","repostId":"2280395520","repostType":2,"isVote":1,"tweetType":1,"viewCount":2062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061105268,"gmtCreate":1651581148948,"gmtModify":1676534930135,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Still early...Perhaps after the 2Q result and whetherthe forecast is good.&nbsp;","listText":"Still early...Perhaps after the 2Q result and whetherthe forecast is good.&nbsp;","text":"Still early...Perhaps after the 2Q result and whetherthe forecast is good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061105268","repostId":"2232059034","repostType":2,"repost":{"id":"2232059034","kind":"highlight","pubTimestamp":1651580804,"share":"https://ttm.financial/m/news/2232059034?lang=en_US&edition=fundamental","pubTime":"2022-05-03 20:26","market":"us","language":"en","title":"Down 70% From Its High, Is PayPal Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232059034","media":"Motley Fool","summary":"This fintech company is battling a tough macroeconomic environment.","content":"<div>\n<p>PayPal Holdings recently announced first-quarter earnings. The results were roughly in line with expectations, but growth is slowing and management lowered full-year guidance. The deteriorating ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/\">Source Link</a>\n\n</div>\n","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>Down 70% From Its High, Is PayPal Stock a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 70% From Its High, Is PayPal Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 20:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PayPal Holdings recently announced first-quarter earnings. The results were roughly in line with expectations, but growth is slowing and management lowered full-year guidance. The deteriorating ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4524":"宅经济概念","PYPL":"PayPal","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/05/03/down-70-from-its-high-is-paypal-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232059034","content_text":"PayPal Holdings recently announced first-quarter earnings. The results were roughly in line with expectations, but growth is slowing and management lowered full-year guidance. The deteriorating macroeconomic environment and the loss of eBay's business continue to weigh heavily on the fintech company, and the stock has fallen over 70% from its all-time high.Does that make PayPal a bargain? Let's dive in.Dominant market positionPayPal operates one of the largest payments networks in the world, connecting 394 million consumers with 35 million merchants. Its portfolio comprises a wide range of financial products, including digital wallets and shopping tools for individual consumers, and payment processing, fraud prevention, and financing services for businesses. The company also provides point-of-sale hardware and software to help merchants manage stores across physical and digital channels.Image source: Getty Images.Collectively, PayPal's scale and breadth have made its brand synonymous with digital payments, helping it become the most accepted digital wallet in North America and Europe. Management puts its addressable market at $110 trillion. For context, PayPal handled about $1.3 trillion in total payment volume in the past year, or just over 1% of its market opportunity.Disappointing financial resultsPayPal's financial performance has been underwhelming lately. In the first quarter, revenue rose just 7% to $6.5 billion, and non-GAAP earnings dropped 28% to $0.88 per diluted share. During the earnings call, management noted that supply chain disruptions and high inflation were a drag on the top and bottom lines, but PayPal is also struggling with the loss of a big customer.In 2018, eBay began to migrate away from PayPal, partnering instead with payment processor Adyen. That transition has taken place more quickly than management anticipated, and it has been a significant headwind for the business. Case in point: Excluding eBay, PayPal grew revenue by 15% in Q1 2022 and non-GAAP earnings fell just 11%. It's also worth noting that non-GAAP earnings rose 84% in Q1 2021, meaning the company faced a very tough year-over-year comparison.Fortunately, PayPal will lap the worst of the eBay impact this quarter, meaning it won't be a significant headwind in the second half of 2022. But management still lowered full-year guidance, the midpoint of which now calls for a 12% increase in revenue and a 16% drop in non-GAAP earnings. But once PayPal gets over that hump, top- and bottom-line growth could reaccelerate in 2023. To help make that happen, the company is working to expand its ecosystem of products and services.Strong growth strategyLast September, PayPal introduced its redesigned digital wallet, which now supports crypto trading, in-store QR code payments, and shopping rewards, as well as \"buy now, pay later\" and bill pay features. During the Q1 earnings call, management provided upbeat insight, noting that \"users are engaging with more features and driving incremental average revenue per account.\" To reinforce that trend, PayPal is currently adding a high-yield savings product to the digital wallet, and it plans to introduce additional financial services and commerce features in the coming quarters. That's particularly timely, because the number of consumers using a digital wallet is expected to double between 2021 and 2025, according to Juniper Research.PayPal is also taking steps to monetize Venmo (its other consumer-facing digital wallet) more effectively. In the last two years, it has debuted the Venmo credit card, enabled in-store QR code payments, and launched crypto trading on the platform. Additionally, consumers can now use Venmo to make purchases from a growing number of online retailers, including DoorDash and Revolve, and Venmo payments are coming to Amazon later this year.Is PayPal stock a buy?PayPal isn't out of the woods yet, but the future looks brighter. The growing popularity of digital payments and online shopping should be a tailwind for its business, and despite a string of disappointing financial results, the company still benefits from a strong competitive position in a massive market. From that perspective, with the stock trading at four times sales -- its cheapest valuation since going public in 2015 -- PayPal does indeed look like a bargain buy right now.","news_type":1,"symbols_score_info":{"PYPL":1}},"isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957096040,"gmtCreate":1676714600081,"gmtModify":1676714605007,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Agree. Proven with decades of results.&nbsp;","listText":"Agree. Proven with decades of results.&nbsp;","text":"Agree. Proven with decades of results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957096040","repostId":"2312325628","repostType":2,"repost":{"id":"2312325628","kind":"highlight","pubTimestamp":1676687632,"share":"https://ttm.financial/m/news/2312325628?lang=en_US&edition=fundamental","pubTime":"2023-02-18 10:33","market":"us","language":"en","title":"A Once-in-a-Decade Investing Opportunity Is Here. 2 Vanguard ETFs to Buy Now.","url":"https://stock-news.laohu8.com/highlight/detail?id=2312325628","media":"Motley Fool","summary":"These ETFs could be poised for serious growth.","content":"<div>\n<p>The past year has been rough for investors, but there's a silver lining: Now is a more affordable time to invest. Though the market has rebounded slightly over the last several weeks, many stocks are ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/once-in-a-decade-investing-vanguard-etfs-buy-now/\">Source Link</a>\n\n</div>\n","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>A Once-in-a-Decade Investing Opportunity Is Here. 2 Vanguard ETFs to Buy Now.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Once-in-a-Decade Investing Opportunity Is Here. 2 Vanguard ETFs to Buy Now.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-18 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/17/once-in-a-decade-investing-vanguard-etfs-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past year has been rough for investors, but there's a silver lining: Now is a more affordable time to invest. Though the market has rebounded slightly over the last several weeks, many stocks are ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/once-in-a-decade-investing-vanguard-etfs-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VUG":"成长股指数ETF-Vanguard MSCI","VOO":"Vanguard标普500ETF"},"source_url":"https://www.fool.com/investing/2023/02/17/once-in-a-decade-investing-vanguard-etfs-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312325628","content_text":"The past year has been rough for investors, but there's a silver lining: Now is a more affordable time to invest. Though the market has rebounded slightly over the last several weeks, many stocks are still well below their all-time highs -- making it the perfect chance to load up on quality investments for a fraction of the cost.Choosing the right investments is critical, though, and there are two Vanguard ETFs that could be great buys right now.Is now a smart time to invest?The market has experienced a phenomenal bull run over the past decade, which is good for your portfolio but not for your wallet. Stock prices have soared in the years following the Great Recession, making it a wildly expensive time to buy.But now that the market is in a slump, this may be your best chance to save money on normally high-priced stocks. Once the market recovers, it could be years before stocks are priced at such steep discounts again.The key, though, is to invest in the right places and hold those investments for the long term. No one can say how the market will perform in the near term, but by investing in quality stocks or funds during the market's low points and waiting for the rebound, you could make lots of money.2 ETFs to stock up on right now1. Vanguard S&P 500 ETFThe Vanguard S&P 500 ETF tracks the S&P 500 and aims to mirror the index's performance. This fund includes stocks from 500 of the largest companies in the U.S., many of which are behemoth corporations and household names.Because this fund is comprised only of the strongest stocks, it's far more likely to rebound from downturns and experience consistent growth over time.The Vanguard S&P 500 ETF has earned an average annual return of 12.64% over the past 10 years, and its largest holdings include Apple, Microsoft, and Amazon. If you're nervous about the stock market or simply want a safe ETF you can count on to perform well over time, this is a fantastic option.An additional perk is that this ETF has an incredibly low expense ratio of just 0.03%. This is substantially lower than that of the average fund and over decades, could save you thousands of dollars in fees.2. Vanguard Growth ETFThe Vanguard Growth ETF contains 253 stocks with the potential for faster-than-average growth and attempts to beat the market over time. This investment is unique among growth ETFs because it balances risk and reward.Roughly half of the fund is made up of blue chip stocks like Apple, Visa, and Home Depot. Many of these stocks still experience above-average growth but are also industry giants that carry less risk.In addition to those stocks, this ETF also includes many smaller companies that have the potential for explosive returns. These under-the-radar stocks may be higher risk than the blue chips, but if any of them take off, you could see lucrative returns.If you're willing to take on more risk for the chance of beating the market, right now may be your best time to buy. Growth stocks have been pummeled during this downturn, and by investing now, you'll be well-positioned to take advantage of the upswing.The stock market can be daunting, but right now may be a once-in-a-decade buying opportunity. By investing in the right places and riding out the storm, you could earn more than you might think when the market inevitably recovers.","news_type":1,"symbols_score_info":{"VOO":0.76,"VUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081912151,"gmtCreate":1650179409569,"gmtModify":1676534664545,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle&nbsp;depreciate immediately when one&nbsp;drive&nbsp;back home. Tesla value also&nbsp;in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.&nbsp;","listText":"Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle&nbsp;depreciate immediately when one&nbsp;drive&nbsp;back home. Tesla value also&nbsp;in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.&nbsp;","text":"Totally disagree to compare Tesla stock vs real vehicle. Buying real vehicle depreciate immediately when one drive back home. Tesla value also in FSD, battery, new models in pipeline and playing a main role in transforming to a more green society.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081912151","repostId":"2227986491","repostType":2,"repost":{"id":"2227986491","kind":"highlight","pubTimestamp":1650153489,"share":"https://ttm.financial/m/news/2227986491?lang=en_US&edition=fundamental","pubTime":"2022-04-17 07:58","market":"us","language":"en","title":"Is Tesla a Safe Stock to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986491","media":"Motley Fool","summary":"Tesla as a company has good prospects, but owning the stock comes with some risks.","content":"<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Source Link</a>\n\n</div>\n","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>Is Tesla a Safe Stock to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla a Safe Stock to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4527":"明星科技股","BK4511":"特斯拉概念","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986491","content_text":"Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.Image source: Getty Images.1. Is Tesla a durable business?Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.But note that the last paragraph started out by using the word \"lately.\" It's useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like General Motors and Ford Motor Company have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like BYD and Nio. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is one thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.2. Does Tesla stock offer a margin of safety?Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.So is Tesla's stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors' P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.Back to the original question: Is Tesla stock safe to buy?There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.Still, I don't think it's safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585472615131217","authorId":"3585472615131217","name":"DLWK","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3585472615131217","idStr":"3585472615131217"},"content":",,, so.，，，，，， ，，。","text":",,, so.，，，，，， ，，。","html":",,, so.，，，，，， ，，。"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089583502,"gmtCreate":1650004716458,"gmtModify":1676534627929,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Impressive!","listText":"Impressive!","text":"Impressive!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089583502","repostId":"1199010965","repostType":4,"repost":{"id":"1199010965","kind":"news","pubTimestamp":1649987726,"share":"https://ttm.financial/m/news/1199010965?lang=en_US&edition=fundamental","pubTime":"2022-04-15 09:55","market":"us","language":"en","title":"Buffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life","url":"https://stock-news.laohu8.com/highlight/detail?id=1199010965","media":"Barrons","summary":"Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hath","content":"<html><head></head><body><p>Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hathaway as he eagerly anticipates what could be a record turnout at the company’s annual meeting on April 30.</p><p>The 91-year-old Buffett, in an interview running an hour and 14 minutes with Charlie Rose released Thursday, said that he “couldn’t be in better health.” Asked about a successor, Buffett said there is one in place—an apparent reference to Berkshire Hathaway (ticker BRK.A and BRK.B) executive Greg Abel—and said: “He’s not warming up. I’m still in overtime, but I’m out there.”</p><p>Buffett said there could be 40,000 attendees at Berkshire’s annual meeting later this month, noting it “could be the largest group coming to Omaha ever.”</p><p>The meeting is the first in-person Berkshire gathering, what Buffett calls a “Woodstock for Capitalists,” since 2019 and many Berkshire shareholders are eager to see Buffett and Vice Chairman Charlie Munger, 98, at what could be one of their last annual meetings together.</p><p>Wearing a blue blazer, gray slacks and a red tie, and taking sips of a Coke, Buffett said he loves his job, calling it the “most interesting job in the world” for him. Buffett said he gets up before 7 a.m., each morning, watches the news and CNBC and arrives at Berkshire’s headquarters in Omaha before the stock market opens at 8:30 local time. Even when he’s not at the office, Berkshire is on his mind, saying   “I’m always on the clock” for Berkshire.</p><p>He said that a Berkshire trader who sits near him at the office can execute billions of dollars of trades in a day and that the company regularly buys $5 billion of Treasury bills a week, making it potentially the largest regular buyer of them. Berkshire holds the bulk of its nearly $150 billion in cash in ultrasafe T-bills because Buffett takes no chances with the company’s huge liquidity pool.</p><p>Buffett acknowledged that age is taking some toll on him, saying he “forgets names and can’t read as fast” as he once did. He called himself a “decaying machine” but said he still “feels wonderful.” The Berkshire CEO remains extraordinarily sharp with a remarkable memory.</p><p>He praised Apple CEO Tim Cook as a “great manager and human being,” and noted that Apple (AAPL) produces only about 25% in the world’s smartphones. “But Apple produces the one that is most useful to people—the most aspirational product.” Apple is the largest equity holding at Berkshire. Buffett joked about his own technology limitations saying “I literally don’t know how to send an email.”</p><p>Buffett also marveled at Tesla (TSLA) CEO Elon Musk, noting that he took on General Motors (GM), Ford Motor (F), and the rest of the auto industry with “an idea and he’s winning.”</p><p>“That’s America. You can’t dream it up.”</p><p>Buffett acknowledged that he can’t earn the kind of returns now at Berkshire, with its $760 billion market value, than he could when he started the Buffett investment partnership in 1956 with $105,100. “If I do something brilliant with $5 billion, it’s 1% of the net worth” of Berkshire, which has about $500 billion of shareholder equity.</p><p>Buffett recounted his first equity purchase, made on March 11, 1942 at age 11, when he bought three shares of Cities Services preferred stock for $114.75. Before then, Buffett had prepared for the investment. “I had read every book in the Omaha public library about the stock market” by age 11. “I read books on technical analysis—I read everything.” That investment proved to be a winner—the start of many more.</p><p>It wasn’t until he was 18 or 19 and discovered the writings of his mentor Benjamin Graham that he realized he was focused on the wrong thing. He had been buying stocks, rather than pieces of businesses.</p><p>‘Since March 11, 1942, I’ve never had less than 80% of my money in American business,” Buffett said.</p><p>Buffett told Rose that he had just seen the musical <i>The Music Man</i> on Broadway with his longtime friend Carol Loomis, 92, a former Fortune writer who has long edited his annual shareholder letter.</p></body></html>","source":"lsy1601382232898","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>Buffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life</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\">\nBuffett Interview: Talk About Apple, Musk, Berkshire Hathaway, His Work and Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/warren-buffett-says-he-is-in-great-health-with-no-plans-to-step-down-as-berkshire-ceo-51649972734><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hathaway as he eagerly anticipates what could be a record turnout at the company’s annual meeting on ...</p>\n\n<a href=\"https://www.barrons.com/articles/warren-buffett-says-he-is-in-great-health-with-no-plans-to-step-down-as-berkshire-ceo-51649972734\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔","AAPL":"苹果","BRK.B":"伯克希尔B"},"source_url":"https://www.barrons.com/articles/warren-buffett-says-he-is-in-great-health-with-no-plans-to-step-down-as-berkshire-ceo-51649972734","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199010965","content_text":"Warren Buffett says he is in excellent health and has no plans to step down as CEO of Berkshire Hathaway as he eagerly anticipates what could be a record turnout at the company’s annual meeting on April 30.The 91-year-old Buffett, in an interview running an hour and 14 minutes with Charlie Rose released Thursday, said that he “couldn’t be in better health.” Asked about a successor, Buffett said there is one in place—an apparent reference to Berkshire Hathaway (ticker BRK.A and BRK.B) executive Greg Abel—and said: “He’s not warming up. I’m still in overtime, but I’m out there.”Buffett said there could be 40,000 attendees at Berkshire’s annual meeting later this month, noting it “could be the largest group coming to Omaha ever.”The meeting is the first in-person Berkshire gathering, what Buffett calls a “Woodstock for Capitalists,” since 2019 and many Berkshire shareholders are eager to see Buffett and Vice Chairman Charlie Munger, 98, at what could be one of their last annual meetings together.Wearing a blue blazer, gray slacks and a red tie, and taking sips of a Coke, Buffett said he loves his job, calling it the “most interesting job in the world” for him. Buffett said he gets up before 7 a.m., each morning, watches the news and CNBC and arrives at Berkshire’s headquarters in Omaha before the stock market opens at 8:30 local time. Even when he’s not at the office, Berkshire is on his mind, saying   “I’m always on the clock” for Berkshire.He said that a Berkshire trader who sits near him at the office can execute billions of dollars of trades in a day and that the company regularly buys $5 billion of Treasury bills a week, making it potentially the largest regular buyer of them. Berkshire holds the bulk of its nearly $150 billion in cash in ultrasafe T-bills because Buffett takes no chances with the company’s huge liquidity pool.Buffett acknowledged that age is taking some toll on him, saying he “forgets names and can’t read as fast” as he once did. He called himself a “decaying machine” but said he still “feels wonderful.” The Berkshire CEO remains extraordinarily sharp with a remarkable memory.He praised Apple CEO Tim Cook as a “great manager and human being,” and noted that Apple (AAPL) produces only about 25% in the world’s smartphones. “But Apple produces the one that is most useful to people—the most aspirational product.” Apple is the largest equity holding at Berkshire. Buffett joked about his own technology limitations saying “I literally don’t know how to send an email.”Buffett also marveled at Tesla (TSLA) CEO Elon Musk, noting that he took on General Motors (GM), Ford Motor (F), and the rest of the auto industry with “an idea and he’s winning.”“That’s America. You can’t dream it up.”Buffett acknowledged that he can’t earn the kind of returns now at Berkshire, with its $760 billion market value, than he could when he started the Buffett investment partnership in 1956 with $105,100. “If I do something brilliant with $5 billion, it’s 1% of the net worth” of Berkshire, which has about $500 billion of shareholder equity.Buffett recounted his first equity purchase, made on March 11, 1942 at age 11, when he bought three shares of Cities Services preferred stock for $114.75. Before then, Buffett had prepared for the investment. “I had read every book in the Omaha public library about the stock market” by age 11. “I read books on technical analysis—I read everything.” That investment proved to be a winner—the start of many more.It wasn’t until he was 18 or 19 and discovered the writings of his mentor Benjamin Graham that he realized he was focused on the wrong thing. He had been buying stocks, rather than pieces of businesses.‘Since March 11, 1942, I’ve never had less than 80% of my money in American business,” Buffett said.Buffett told Rose that he had just seen the musical The Music Man on Broadway with his longtime friend Carol Loomis, 92, a former Fortune writer who has long edited his annual shareholder letter.","news_type":1,"symbols_score_info":{"BRK.A":0,"AAPL":0,"TSLA":0,"BRK.B":0}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016483788,"gmtCreate":1649219031816,"gmtModify":1676534472796,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"It make sense to focus on markets which have strong&nbsp;confidence during&nbsp;this challenging economy conditions.&nbsp;","listText":"It make sense to focus on markets which have strong&nbsp;confidence during&nbsp;this challenging economy conditions.&nbsp;","text":"It make sense to focus on markets which have strong confidence during this challenging economy conditions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016483788","repostId":"2225886665","repostType":2,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009418147,"gmtCreate":1640753382690,"gmtModify":1676533539333,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]&nbsp;","listText":"Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]&nbsp;","text":"Pick up SEA during high time with average price $287. Don’t know when can recover costs….[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009418147","repostId":"2194074487","repostType":4,"repost":{"id":"2194074487","kind":"highlight","pubTimestamp":1640749814,"share":"https://ttm.financial/m/news/2194074487?lang=en_US&edition=fundamental","pubTime":"2021-12-29 11:50","market":"us","language":"en","title":"4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2194074487","media":"Motley Fool","summary":"Select analysts and investment banks believe these fast-paced companies can catapult higher by 107% to 240% next year.","content":"<div>\n<p>In just a few days we'll close the book on what's been another great year for the broad-market indexes. Through the holiday-shortened week, the benchmark S&P 500 had hit 68 record-closing highs for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/\">Source Link</a>\n\n</div>\n","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>4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street</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\">\n4 Growth Stocks Expected to Skyrocket in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In just a few days we'll close the book on what's been another great year for the broad-market indexes. Through the holiday-shortened week, the benchmark S&P 500 had hit 68 record-closing highs for ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4085":"互动家庭娱乐","BK4504":"桥水持仓","TDOC":"Teladoc Health Inc.","BK4167":"医疗保健技术","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4107":"财产与意外伤害保险","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","ROOT":"Root, Inc.","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","SE":"Sea Ltd","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2021/12/28/4-growth-stocks-skyrocket-in-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194074487","content_text":"In just a few days we'll close the book on what's been another great year for the broad-market indexes. Through the holiday-shortened week, the benchmark S&P 500 had hit 68 record-closing highs for the year and was up by 26%.\nYet, in spite of this above-average performance, select Wall Street analysts and investment banks still see incredible value from a quartet of growth stocks. Based on the high-water price target on Wall Street for each respective company, these four stocks are expected to skyrocket between 107% and 240% in 2022.\nImage source: Getty Images.\nTeladoc Health: Implied upside of 126%\nIt's been a wild ride for telehealth kingpin Teladoc Health (NYSE:TDOC). After more than doubling in 2020 amid the coronavirus pandemic, the virtual visit platform has been more than halved this year. But if analyst Sean Dodge of RBC Capital proves accurate in his estimate, Teladoc could rocket 126% higher to a price target of $215 in 2022.\nWhile critics would argue that Teladoc's sales growth in 2020 was a flash in the pan, the company's growth prior to the pandemic suggests otherwise. In the six years leading up to the pandemic, it grew sales by an annual average of 74%.\nThe fact is that Teladoc is changing the face of personalized care. Its virtual visit platform is more convenient for patients and can allow physicians to keep closer tabs on chronically ill people. This should ultimately result in improved patient outcomes and lower costs for health insurers. This latter is particularly important since it means insurers will promote the use of telemedicine, when applicable.\nTeladoc's supercharged growth also comes on the heels of its acquisition of leading applied health signals company Livongo Health a year ago. Livongo uses artificial intelligence to send tips and nudges to its enrolled members with chronic illnesses, such as diabetes and hypertension. The ability for Teladoc and Livongo to cross-sell should help the company maintain jaw-dropping growth potential.\nImage source: Getty Images.\nTrulieve Cannabis: Implied upside of 169%\nIf there's an industry where Wall Street's price targets are consistently well above where the underlying stocks are currently trading, it's cannabis -- specifically U.S. cannabis. If the prognostication of Cantor Fitzgerald analyst Pablo Zuanic proves correct, marijuana stock Trulieve Cannabis (OTC:TCNNF) could hit $72 in 2022.  That represents upside of 169%, relative to where shares closed last week.\nLike most multi-state operators (MSO), Trulieve is letting its retail operations do most of the work. But Trulieve took a different path to growth than most MSOs. Instead of trying to plant its proverbial flag in as many legalized states as possible, Trulieve focused most of its attention on saturating medical marijuana-legal Florida. Less than a week ago, it opened its 112th dispensary in the Sunshine State, which compares to 47 outside of Florida.\nFocusing on a single high-dollar market has its perks. Since Trulieve controls well over a quarter of all statewide dispensaries in Florida, it doesn't have to spend much on marketing. Not having to budget a lot of money to build up its brands has resulted in three consecutive years of profitability for the company.\nThe next exciting step for Trulieve is inorganic growth. In October, it closed the biggest deal in U.S. cannabis history by purchasing MSO Harvest Health & Recreation. Harvest has a dominant presence in its home market of Arizona, which legalized adult-use weed in November 2020. With a huge presence in Florida and now other high-dollar markets, Trulieve's shares do appear inexpensive.\nImage source: Getty Images.\nRoot: Implied upside of 240%\nSmall-cap stocks are expected to get in on the action, too. Following an abysmal year that's seen shares of insurance company Root (NASDAQ:ROOT) decline by 79%, at least one investment bank is expecting a big rebound. Based on Wall Street's high price target of $11, Root offers upside of 240% in 2022.\nFor decades, the auto insurance industry has used an assortment of metrics, such as credit scores, age, and marital status, to determine how much their members should pay each month. Unfortunately, these figures don't actually tell insurance companies how well or poor of a driver someone is. Root is aiming to disrupt this stodgy industry by relying on telematics.\nIn simple terms, Root is using highly sensitive equipment found in smartphones to detect G-forces while a driver brakes, accelerates, and turns. Utilizing true driving data, as well as driving trends within a state or region, should allow the company to accurately price policies up front for new members.\nOn the downside, Root is a relatively new player, which means it's going to have to spend aggressively to build up its brand (i.e., expect sizable losses to continue). However, initial accident loss ratios have been mostly encouraging. With gross accident period loss ratios coming in below 100% for much of the past two years -- a figure below 100% implies a profitably written policy -- the data suggests a telematics-based approach can be successful.\nRoot is a very risky investment, but it does offer incredible reward potential.\nImage source: Getty Images.\nSea Limited: Implied upside of 107%\nWall Street also sees big things happening for Singapore-based company Sea Limited (NYSE:SE), which has been in a precipitous downtrend over the past two months. If the $460 price target from Goldman Sachs analyst Piyush Mubayi is correct, megacap stock Sea could more than double in value next year.\nThe lure of Sea Limited is that it has a trio of rapidly growing and diversified operating segments.\nFor the moment, the company's digital entertainment division is the only one of the three generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). Sea's mobile game, Free Fire, continues to be a worldwide hit. In the September-ended quarter, 12.8% of its 729 million gamers were paying to play.  That's a pay-to-play conversion ratio that's many multiples higher than the industry average.\nSecondly, Sea's nascent digital financial services segment is gaining traction. There are now more than 39 million people using the company's digital wallet services, with payment volume hitting $4.6 billion in the third quarter.\nThe third fast-growing segment, and arguably what has investors so excited about Sea, is e-commerce platform Shopee. Shopee is consistently the most-downloaded shopping app in Southeastern Asia, and it's gained plenty of appeal in Brazil. Since it's primarily targeting emerging market countries with burgeoning middle classes, growth is off the scale. The $16.8 billion in gross merchandise value (GMV) on Shopee in Q3 2021 is more than the $10 billion in GMV for all of 2018, just to give you an idea of how quickly this segment is growing.\nWhile $460 in 2022 might be asking a bit much, upside does seem warranted.","news_type":1,"symbols_score_info":{"MSO":0.9,"ROOT":0.9,"TDOC":0.9,"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085615007,"gmtCreate":1650687105410,"gmtModify":1676534777598,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Great recommendations!👍","listText":"Great recommendations!👍","text":"Great recommendations!👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085615007","repostId":"2229168533","repostType":2,"repost":{"id":"2229168533","kind":"highlight","pubTimestamp":1650672182,"share":"https://ttm.financial/m/news/2229168533?lang=en_US&edition=fundamental","pubTime":"2022-04-23 08:03","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2229168533","media":"Motley Fool","summary":"These industry leaders have Buffett's stamp of approval and are on track for more big wins.","content":"<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4207":"综合性银行","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4501":"段永平概念","SNOW":"Snowflake","BK4116":"互联网服务与基础架构","BK4550":"红杉资本持仓","BK4571":"数字音乐概念","BRK.B":"伯克希尔B","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4576":"AR","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","AAPL":"苹果","BK4176":"多领域控股","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4505":"高瓴资本持仓","BRK.A":"伯克希尔","VZ":"Verizon Comms","BK4535":"淡马锡持仓","ORCL":"甲骨文","BK4515":"5G概念","BK4504":"桥水持仓","BAC":"美国银行","BK4559":"巴菲特持仓","BK4538":"云计算","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229168533","content_text":"If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world's largest companies, and The Oracle of Omaha's ability to identify promising businesses worth holding long term has played a big role in getting there.While Berkshire's massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.1. AmazonEven with current holdings worth roughly $1.8 billion, Amazon ranks as just the 21st-largest overall stock holding in Berkshire's portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant's stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as \"an idiot\" for not buying shares at an earlier stage.With gains of roughly 21,680% over the last 20 years, it's not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon's e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.2. SnowflakeWhile the Oracle of Omaha is best known as a value investing guru, that doesn't mean that he and the Berkshire team don't sometimes see great value in highly growth-dependent stocks. Snowflake provides a data-warehousing platform that can be used to combine and analyze information from Amazon, Alphabet, and Microsoft's respective cloud platforms, and surging demand for its services is translating to rapid business expansion.Image source: Snowflake.Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most \"expensive\" stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn't be surprised at all if it winds up being one of the investment conglomerate's best-performing stocks over the next decade.3. VerizonWith the largest wireless network in the U.S., highly rated service, and strong customer loyalty, Verizon stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what's possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.Verizon's business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company's payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year's expected earnings.4. Bank of AmericaBerkshire Hathaway's holdings in Bank of America stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire's second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.There will always be a need for banking and financial services, and Bank of America's incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there's a good chance that investors can look forward to more payout growth.BAC Dividend data by YCharts5. AppleBuffett has said that Apple is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire's portfolio, representing roughly 46% of its total stock holdings.Apple has the world's most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that's helping to power new growth stages for the company.With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company's core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"SNOW":0.9,"VZ":0.9,"AMZN":0.9,"BAC":0.9,"BRK.B":0.9,"AAPL":0.88,"ORCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183538703,"gmtCreate":1623335205802,"gmtModify":1704201222321,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Impressive growth&nbsp;","listText":"Impressive growth&nbsp;","text":"Impressive growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183538703","repostId":"1193863762","repostType":4,"repost":{"id":"1193863762","kind":"news","pubTimestamp":1623334800,"share":"https://ttm.financial/m/news/1193863762?lang=en_US&edition=fundamental","pubTime":"2021-06-10 22:20","market":"us","language":"en","title":"Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1193863762","media":"seekingalpha","summary":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer","content":"<p>(June 10)&nbsp;Semiconductor&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><a href=\"https://laohu8.com/NW/1163875762\" target=\"_blank\"><b>Related:&nbsp;Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom</b></a><b></b></p>\n<p><img src=\"https://static.tigerbbs.com/eb703ee8165d2dc48c5550db47dfebc7\" tg-width=\"303\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>According to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.</p>\n<p>The most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.</p>\n<p>In 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.</p>\n<p>For 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.</p>\n<p>Related stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI)&nbsp;+24.7%, On Semiconducter(NASDAQ:ON)&nbsp;+14.85%, Intel(NASDAQ:INTC)&nbsp;+14.4%,&nbsp; and, TSMC(NYSE:TSM)&nbsp;+6.3%.</p>\n<p>ETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.</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>Global Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022</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\">\nGlobal Semiconductor annual sales projected to increase 19.7% in 2021, 8.8% in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","ON":"安森美半导体","NXPI":"恩智浦","TSM":"台积电"},"source_url":"https://seekingalpha.com/news/3704878-global-semiconductor-annual-sales-projected-to-increase-about-20-percentage-in-2021-and-9-percentage-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193863762","content_text":"(June 10) Semiconductor stocks rose in morning trading.\nRelated: Semiconductor Watchlist: Jim Cramer Says to Own Nvidia, AMD and Broadcom\n\nAccording to World Semiconductor Trade Statistics estimates, the global semiconductor market will rise from 6.8% in 2020 to 19.7% thisyear to ~$527B.\nThe most significant growth contributors are Memory with 31.7%, followed by Sensors with 22.4% and, Analog with 21.7%. All other major product categories are also expected to show double-digit growth rates, except Optoelectronics with 9.8% and MOS Micro with 8.1%.\nIn 2021, Asia Pacific (incl. China) is forecasted to show the most robust growth rate with 23.5%, followed by Europe with 21.1%, Japan 12.7%, and the Americas with 11.1%.\nFor 2022, the global semiconductor market is projected to grow by 8.8% to $573B, driven by double-digit growth of the Memory category. All regions are expected again to show favorable growth rates.\nRelated stocks YTD returns: NXP Semiconductor(NASDAQ:NXPI) +24.7%, On Semiconducter(NASDAQ:ON) +14.85%, Intel(NASDAQ:INTC) +14.4%,  and, TSMC(NYSE:TSM) +6.3%.\nETFs:SMH,SOXL,SOXX,XSD,USD,SOXS,PSI,FTXL,SSG.","news_type":1,"symbols_score_info":{"INTC":0.9,"TSM":0.9,"NXPI":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062914222,"gmtCreate":1651986567666,"gmtModify":1676535009579,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"I still believe Tesla has&nbsp;much more growth than other FAAMG. Tesla&nbsp;is not only&nbsp;automobile but energy,software company.&nbsp;","listText":"I still believe Tesla has&nbsp;much more growth than other FAAMG. Tesla&nbsp;is not only&nbsp;automobile but energy,software company.&nbsp;","text":"I still believe Tesla has much more growth than other FAAMG. Tesla is not only automobile but energy,software company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062914222","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","kind":"news","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=en_US&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Overvalued By 85.26% And Not A Technology Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089580142,"gmtCreate":1650004218641,"gmtModify":1676534627865,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Nonetheless,&nbsp;it is still cyclical in nature although semiconductor sector is most likely better than othersectors.&nbsp;","listText":"Nonetheless,&nbsp;it is still cyclical in nature although semiconductor sector is most likely better than othersectors.&nbsp;","text":"Nonetheless, it is still cyclical in nature although semiconductor sector is most likely better than othersectors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089580142","repostId":"1155880636","repostType":2,"repost":{"id":"1155880636","kind":"news","pubTimestamp":1649992211,"share":"https://ttm.financial/m/news/1155880636?lang=en_US&edition=fundamental","pubTime":"2022-04-15 11:10","market":"us","language":"en","title":"Nvidia Stock: Here's Why It Could Jump 70%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155880636","media":"TheStreet","summary":"Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Stre","content":"<html><head></head><body><p>Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Street analysts remains super bullish.</p><p>Down almost 30% year-to-date, Nvidia has been suffering from headwinds mainly in the gaming sector. But the tone among Wall Street experts remains super bullish for the long term.</p><p>Bank of America analysts recently reinforced their bullishness on Nvidia stock ahead of the recent sell-off and forecast a strong upside ahead. Let&#39;s look further.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92beae3b41aea6b63c124e65549aa992\" tg-width=\"1240\" tg-height=\"696\" width=\"100%\" height=\"auto\"/><span>Figure 1: Here&#39;s Why Nvidia Stock Could Nearly 70%</span></p><p><b>BoA Is Super-Bullish on NVIDIA</b></p><p>Bank of America Securities analyst Vivek Arya recently reiterated his bullishness on Nvidia. He has set a buy recommendation with a price target of $375. This implies a potential upside of 69%, based on the recent price of $222.</p><p>According to Arya, Nvidia&#39;s recent weakness — including the sharp decline we&#39;ve seen since the end of March — is exaggerated. Investors are worried about headwinds linked to the gaming business, wich accounts for 44% of Nvidia&#39;s sales. The company may face a slowdown in demand in Europe and China due to the war in Russia and the COVID lockdowns.</p><p>Also, Ethereum is switching to a proof-of-stake model. Because this method of validating transactions doesn&#39;t require graphics cards, this could impact Nvidia&#39;s business.</p><p>However, Arya thinks that investors are overlooking more favorable trends, such as the strength of Nvidia&#39;s data center business and professional design visualization; the upcoming new 2H gaming-based Hopper product cycle; and the low inventory of gaming channels.</p><p><b>Has the Semiconductor Industry Peaked?</b></p><p>According to some Wall Street experts, growth in the PC and gaming hardware segments is expected to slow in 2023.</p><p>Some Wall Street firms like Morgan Stanley and Barclays have beendowngradingstocks like HP, AMD and Dell as recently as March. But this has less to do with the recent financial performance of these companies than with their longer-term outlook.</p><p>Goldman Sachs also recently gave its opinion regarding the slowdown in the semiconductor space. According to Goldman&#39;s team, the macroeconomic environment is likely to deteriorate, with skyrocketing inflation and rising interest rates negatively impacting consumer behavior.</p><p>Because Nvidia is one of the biggest players in this industry, its performance has naturally influenced the pessimism of big Wall Street firms. That&#39;s especially the case, considering the high multiples that the stock currently trades for. Nvidia&#39;s P/E is currently 49 times, more than 152% above the semiconductor sector average.</p><p>However, the recent slowdown in the PC, gaming, and crypto markets tend to be a momentary headwind and not a matter of lack of demand. Sectors such as data center, gaming, and autonomous vehicles, in which Nvidia is a major player, should continue to be in a super demand trend for the long term.</p><p>Because Nvidia has a business with robust margins, cutting-edge technology, and fast development pace in very promising sectors, the bullish tone for the long term in Nvidia should remain the consensus on Wall Street.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Here's Why It Could Jump 70%</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\">\nNvidia Stock: Here's Why It Could Jump 70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/heres-why-nvidia-stock-could-rise-nearly-70><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Street analysts remains super bullish.Down almost 30% year-to-date, Nvidia has been suffering from ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/heres-why-nvidia-stock-could-rise-nearly-70\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/heres-why-nvidia-stock-could-rise-nearly-70","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155880636","content_text":"Nvidia shares have been suffering since the beginning of the year. But the consensus among Wall Street analysts remains super bullish.Down almost 30% year-to-date, Nvidia has been suffering from headwinds mainly in the gaming sector. But the tone among Wall Street experts remains super bullish for the long term.Bank of America analysts recently reinforced their bullishness on Nvidia stock ahead of the recent sell-off and forecast a strong upside ahead. Let's look further.Figure 1: Here's Why Nvidia Stock Could Nearly 70%BoA Is Super-Bullish on NVIDIABank of America Securities analyst Vivek Arya recently reiterated his bullishness on Nvidia. He has set a buy recommendation with a price target of $375. This implies a potential upside of 69%, based on the recent price of $222.According to Arya, Nvidia's recent weakness — including the sharp decline we've seen since the end of March — is exaggerated. Investors are worried about headwinds linked to the gaming business, wich accounts for 44% of Nvidia's sales. The company may face a slowdown in demand in Europe and China due to the war in Russia and the COVID lockdowns.Also, Ethereum is switching to a proof-of-stake model. Because this method of validating transactions doesn't require graphics cards, this could impact Nvidia's business.However, Arya thinks that investors are overlooking more favorable trends, such as the strength of Nvidia's data center business and professional design visualization; the upcoming new 2H gaming-based Hopper product cycle; and the low inventory of gaming channels.Has the Semiconductor Industry Peaked?According to some Wall Street experts, growth in the PC and gaming hardware segments is expected to slow in 2023.Some Wall Street firms like Morgan Stanley and Barclays have beendowngradingstocks like HP, AMD and Dell as recently as March. But this has less to do with the recent financial performance of these companies than with their longer-term outlook.Goldman Sachs also recently gave its opinion regarding the slowdown in the semiconductor space. According to Goldman's team, the macroeconomic environment is likely to deteriorate, with skyrocketing inflation and rising interest rates negatively impacting consumer behavior.Because Nvidia is one of the biggest players in this industry, its performance has naturally influenced the pessimism of big Wall Street firms. That's especially the case, considering the high multiples that the stock currently trades for. Nvidia's P/E is currently 49 times, more than 152% above the semiconductor sector average.However, the recent slowdown in the PC, gaming, and crypto markets tend to be a momentary headwind and not a matter of lack of demand. Sectors such as data center, gaming, and autonomous vehicles, in which Nvidia is a major player, should continue to be in a super demand trend for the long term.Because Nvidia has a business with robust margins, cutting-edge technology, and fast development pace in very promising sectors, the bullish tone for the long term in Nvidia should remain the consensus on Wall Street.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098652106,"gmtCreate":1644120249540,"gmtModify":1676533892402,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"I think PayPal around&nbsp;$120 would be a good buy.&nbsp;","listText":"I think PayPal around&nbsp;$120 would be a good buy.&nbsp;","text":"I think PayPal around $120 would be a good buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098652106","repostId":"2208317024","repostType":2,"repost":{"id":"2208317024","kind":"highlight","pubTimestamp":1644039774,"share":"https://ttm.financial/m/news/2208317024?lang=en_US&edition=fundamental","pubTime":"2022-02-05 13:42","market":"us","language":"en","title":"3 No-Brainer Stocks to Buy With $1,000 Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2208317024","media":"Motley Fool","summary":"These outstanding companies have the potential to generate market-crushing returns.","content":"<div>\n<p>The S&P 500 has had a cold start to the new year, down 6% in the month of January. This situation might be scaring investors out of the market entirely, as the downward trend could continue with ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks to Buy With $1,000 Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Stocks to Buy With $1,000 Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 13:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has had a cold start to the new year, down 6% in the month of January. This situation might be scaring investors out of the market entirely, as the downward trend could continue with ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4202":"服装、服饰与奢侈品","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","AMZN":"亚马逊","PYPL":"PayPal","BK4561":"索罗斯持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","LULU":"lululemon athletica","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","NFLX":"奈飞","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/04/3-no-brainer-stocks-to-buy-with-1000-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208317024","content_text":"The S&P 500 has had a cold start to the new year, down 6% in the month of January. This situation might be scaring investors out of the market entirely, as the downward trend could continue with uncertainty about inflation, the Fed's pending rate hikes, and the ongoing pandemic adding to the worries. But if you're an investor with a long time horizon, like me, then now could be the perfect time to add fresh capital to your portfolio. When the market seems overly pessimistic and full of fear is usually the best time to be aggressive. With $1,000 to invest, look no further than Lululemon (NASDAQ:LULU), Netflix (NASDAQ:NFLX), and PayPal (NASDAQ:PYPL) as worthy additions to your portfolio. Image source: Getty Images.1. Lululemon Since February 2017, Lululemon's stock has soared 390%, an outstanding investment if you got in at that time. This performance can be attributed to Lululemon's impressive sales and profit growth of 166% and 175%, respectively, over the past five years. Expanding the store footprint, now at 552 locations, also helped. This burgeoning apparel brand sports a better gross margin, at 57.2%, than industry leader Nike. A higher metric generally indicates customers' propensity to pay premium prices for a company's products. In Lululemon's case, having a strong direct-to-consumer presence -- a channel that represented 40% of sales in the most recent quarter -- is crucial for brand relevance. The business first gained popularity as a seller of yoga pants to women, but it has now become a major men's outfitter. The men's segment increased revenue 44% year over year in the fiscal 2021 third quarter, while the women's segment grew 25%. Diversification of revenue sources is a positive sign. Lululemon shares have lost 30% in value over the past three months as the threat of higher interest rates negatively impacts high-multiple, high-growth stocks. Consequently, investors are presented with a great opportunity to buy shares in this thriving retailer at a meaningful pullback. 2. Netflix This top streaming stock reported fourth-quarter 2021 financial results on Jan. 20 that disappointed investors. Management guided to 2.5 million net new subscribers in the current quarter, far less than the 6.9 million Wall Street was expecting. But despite the stock being down 17% since that announcement, Netflix has been a massive winner, rising 200% over the past five years. Quarterly membership growth has certainly been irregular and unpredictable after the pandemic started in the spring of 2020, but the secular shift away from traditional cable TV and toward streaming is not going away. According to data from S&P Global, there were 1.1 billion households worldwide with a cable TV subscription in 2020. This means that Netflix, with its 221.8 million customers today, still has a large runway for expansion in the years ahead.  Billionaire hedge fund manager Bill Ackman, through his firm Pershing Square Capital Management, took advantage of the market souring on Netflix by scooping up 3.1 million shares. His firm is now a top-20 shareholder in the company. Ackman has a proven track record of pouncing on attractive investment opportunities when the time is right. That's a great endorsement for why you might want to consider owning Netflix stock as well.  3. PayPalAnother major historical winner is fintech behemoth PayPal. Its stock has climbed 379% since the business was spun off from eBay in July 2015. PayPal has long been a pioneer in the digital payments space, and it now counts an impressive 426 million active accounts, of which 34 million are merchants. I think there are three main factors that make PayPal a special business. For starters, the company's brand exemplifies a relentless focus on security and ease of use. These characteristics, along with massive scale to the tune of $1.25 trillion in total payment volume in 2021, are probably why e-commerce giant Amazon chose to partner with PayPal's Venmo starting this year. Additionally, PayPal possesses remarkable financial metrics. In 2021, the company's non-generally accepted accounting principles (GAAP) operating margin of 24.8% was stellar. And the business continued to prove that it's a cash machine, generating $5.4 billion in free cash flow during the 12-month period. Lastly, the company is not done growing. Along with the Amazon partnership, initiatives to bolster the PayPal mobile app and an acquisition like that of Japanese buy now, pay later specialist Paidy showcase management's huge ambition to one day have 1 billion daily active users. PayPal's shares are off more than 50% from their recent high set in July 2021. The stock currently trades for a lower and more attractive price-to-earnings (P/E) ratio of below 40, making it a solid investment right now.","news_type":1,"symbols_score_info":{"PYPL":1,"NFLX":0.6,"LULU":1,"AMZN":0.81}},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197030732,"gmtCreate":1621408910626,"gmtModify":1704357141461,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Such a negative news.&nbsp;","listText":"Such a negative news.&nbsp;","text":"Such a negative news.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/197030732","repostId":"1147082881","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573940971050145","authorId":"3573940971050145","name":"Michi","avatar":"https://static.tigerbbs.com/09c5b92ee759e13a58ffa83771d01f4f","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3573940971050145","idStr":"3573940971050145"},"content":"Sometimes negative news can makes the price up too.","text":"Sometimes negative news can makes the price up too.","html":"Sometimes negative news can makes the price up too."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003362927,"gmtCreate":1640880276975,"gmtModify":1676533550813,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Yup, I am still holding it and will DCA going forward.&nbsp;","listText":"Yup, I am still holding it and will DCA going forward.&nbsp;","text":"Yup, I am still holding it and will DCA going forward.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003362927","repostId":"1106092668","repostType":2,"repost":{"id":"1106092668","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":1640876653,"share":"https://ttm.financial/m/news/1106092668?lang=en_US&edition=fundamental","pubTime":"2021-12-30 23:04","market":"us","language":"en","title":"Sea Limited Shares Jumped More Than 4% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1106092668","media":"Tiger Newspress","summary":"Sea Limited shares jumped more than 4% in morning trading.Also Read:Sea Limited: A Deep Dive To Unde","content":"<html><head></head><body><p>Sea Limited shares jumped more than 4% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/448dcc7d589843674730e046aa6ef96a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Also Read:</b><b>Sea Limited: A Deep Dive To Understand The Recent Selloff</b></p><p><b>Summary</b></p><ul><li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li><li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li><li>I consider Sea one of my ten highest conviction investments.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>A by-parts analysis of Sea Limited&#39;s (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p><p><b>Introduction</b></p><p>I recently wrote an article highlighting my top 10 stock picks for 2022. I&#39;d already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p><p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don&#39;t speculate on short-term market movements, but I personally added to my Sea shares recently. It&#39;s one of my only losing positions that I didn&#39;t sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p><p>It&#39;s also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it&#39;s the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p><p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p><p><b>Gaming</b></p><p>Sea Limited&#39;s gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p><p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it&#39;s particularly popular in emerging markets like SEA, LATAM, and India, where it&#39;s been the highest-grossing mobile game for over two years.</p><p>With the game having been popular for a long time already, there&#39;s some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p><p>Regardless, Garena is a critical part of Sea because it&#39;s the only profitable segment and it doubles a social platform that provides free advertising for Sea&#39;s non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p><p>Thus, one reason for Sea&#39;s recent selloff could be the Q4 guidance implied for Garena.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Source: Earnings Call Presentation</span></p><p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p><p>While 20% isn&#39;t a terrible deceleration, 0% certainly is. Even 20% growth isn&#39;t spectacular compared to the historic levels. At the 10% midpoint, Garena&#39;s growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p><p>Garena&#39;s implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I&#39;ll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today&#39;s market.</p><p>This means Garena is worth $23.5B based on the high end of management&#39;s guidance.</p><p>I believe this valuation is actually conservative for a few reasons:</p><ul><li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li><li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li><li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li><li>Although I&#39;d obviously prefer that Garena develops more games in house, in the meantime it&#39;s still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena&#39;s revenue.</li></ul><p><b>E-Commerce</b></p><p>Sea&#39;s e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p><p>There&#39;s always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba&#39;s (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don&#39;t publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn&#39;t published explicit revenue numbers for some countries like Brazil.</p><p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from Alexa</span></p><p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from AppAnnie</span></p><p>On the mobile side, there&#39;s no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p><p>Of course, traffic doesn&#39;t always translate to GMV. But for a shopping app where most people will use the app to buy something, it&#39;s a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It&#39;s Shopee&#39;s dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p><p>So why would a company with so much potential sell off?</p><p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it&#39;s bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO&#39;s comments that they don&#39;t have a concrete measure of success in these earlier stage countries won&#39;t help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they&#39;re successful, then it could drive even more unexpected growth in the future.</p><p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it&#39;s hard to complain when the overall sales increased a lot despite a decrease in basket size.</p><p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That&#39;s 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon&#39;s $340B in 2020 e-commerce sales, Shopee looks like it&#39;s just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA&#39;s.</p><p>Despite being in a blue skies industry, it&#39;s more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee&#39;s success is not guaranteed because it&#39;s not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p><p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it&#39;s difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it&#39;s worth noting that despite being unprofitable, Sea&#39;s Rule of 40 score of 104 is better than most SaaS companies&#39;, and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p><p>To understand Shopee&#39;s terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon&#39;s high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p><p>If Shopee keeps doubling revenue over the next couple of years (which it&#39;s easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon&#39;s P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p><p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee&#39;s mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment&#39;s future. I recognize that it&#39;s currently an unprofitable and thus risky segment, but I also see the massive potential.</p><p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p><p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let&#39;s look at the other parts of Sea.</p><p><b>FinTech &amp; Investments</b></p><p>The easiest addition to my computed valuation is Sea&#39;s $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won&#39;t be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p><p>Then there is Sea&#39;s FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a &#34;take rate&#34; of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I&#39;m not worried about SeaMoney losing money while it scales.</p><p>Despite SeaMoney being a small segment, it&#39;s now reaching a point where it can be factored into the valuation. Maybe it&#39;s only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea&#39;s sales would today be worth more than the gaming segment. But Sea&#39;s management - combined with Garena&#39;s ability to fund new segments and drive their viral adoption - made it happen. It&#39;s certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p><p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre&#39;s revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa&#39;s, Mastercard&#39;s (NYSE:MA), and Affirm&#39;s (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies&#39;, but we don&#39;t even need to speculate about what a fair multiple is, since we can reach Sea&#39;s current valuation by using 16x P/S in my model valuation.</p><p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started &#34;early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.&#34; These guys sure know how to hop on the latest high growth trend.</p><p>Finally, there&#39;s the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There&#39;s strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea&#39;s investment arm is very early stage, so I don&#39;t include it in my valuation model. But it doesn&#39;t have to be factored in to justify the current share price. It&#39;s just one more area that might be worth a large part of Sea one day.</p><p><b>Conclusion</b></p><p>Looking at each of Sea&#39;s segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn&#39;t account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea&#39;s business. With the FinTech segment currently growing at 818% year over year, it doesn&#39;t take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p><p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven&#39;t been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today&#39;s prices. It&#39;s a steep drop for sure, but most companies in today&#39;s market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p><p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It&#39;s one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited Shares Jumped More Than 4% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited Shares Jumped More Than 4% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea Limited shares jumped more than 4% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/448dcc7d589843674730e046aa6ef96a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>Also Read:</b><b>Sea Limited: A Deep Dive To Understand The Recent Selloff</b></p><p><b>Summary</b></p><ul><li>Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.</li><li>I dive into each of its segments to understand the recent selloff and justify the current valuation.</li><li>I consider Sea one of my ten highest conviction investments.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>A by-parts analysis of Sea Limited&#39;s (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.</p><p><b>Introduction</b></p><p>I recently wrote an article highlighting my top 10 stock picks for 2022. I&#39;d already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.</p><p>Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don&#39;t speculate on short-term market movements, but I personally added to my Sea shares recently. It&#39;s one of my only losing positions that I didn&#39;t sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.</p><p>It&#39;s also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it&#39;s the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.</p><p>Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.</p><p><b>Gaming</b></p><p>Sea Limited&#39;s gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.</p><p>The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it&#39;s particularly popular in emerging markets like SEA, LATAM, and India, where it&#39;s been the highest-grossing mobile game for over two years.</p><p>With the game having been popular for a long time already, there&#39;s some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.</p><p>Regardless, Garena is a critical part of Sea because it&#39;s the only profitable segment and it doubles a social platform that provides free advertising for Sea&#39;s non-gaming products. Cross-promotion is a huge competitive advantage for Sea.</p><p>Thus, one reason for Sea&#39;s recent selloff could be the Q4 guidance implied for Garena.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e299727cc28a887a36d88831aec8f53\" tg-width=\"640\" tg-height=\"334\" width=\"100%\" height=\"auto\"/><span>Source: Earnings Call Presentation</span></p><p>In Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.</p><p>While 20% isn&#39;t a terrible deceleration, 0% certainly is. Even 20% growth isn&#39;t spectacular compared to the historic levels. At the 10% midpoint, Garena&#39;s growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).</p><p>Garena&#39;s implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I&#39;ll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today&#39;s market.</p><p>This means Garena is worth $23.5B based on the high end of management&#39;s guidance.</p><p>I believe this valuation is actually conservative for a few reasons:</p><ul><li>Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.</li><li>The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.</li><li>Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.</li><li>Although I&#39;d obviously prefer that Garena develops more games in house, in the meantime it&#39;s still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena&#39;s revenue.</li></ul><p><b>E-Commerce</b></p><p>Sea&#39;s e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.</p><p>There&#39;s always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba&#39;s (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don&#39;t publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn&#39;t published explicit revenue numbers for some countries like Brazil.</p><p>One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180367a2b64bccebf243c5b6d8fb776a\" tg-width=\"455\" tg-height=\"353\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from Alexa</span></p><p>Shopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6544f014a5d70d13ee14dab0ac8b6782\" tg-width=\"422\" tg-height=\"403\" width=\"100%\" height=\"auto\"/><span>Source: The Author, compiled from AppAnnie</span></p><p>On the mobile side, there&#39;s no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.</p><p>Of course, traffic doesn&#39;t always translate to GMV. But for a shopping app where most people will use the app to buy something, it&#39;s a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It&#39;s Shopee&#39;s dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.</p><p>So why would a company with so much potential sell off?</p><p>After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it&#39;s bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO&#39;s comments that they don&#39;t have a concrete measure of success in these earlier stage countries won&#39;t help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they&#39;re successful, then it could drive even more unexpected growth in the future.</p><p>Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it&#39;s hard to complain when the overall sales increased a lot despite a decrease in basket size.</p><p>The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That&#39;s 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon&#39;s $340B in 2020 e-commerce sales, Shopee looks like it&#39;s just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA&#39;s.</p><p>Despite being in a blue skies industry, it&#39;s more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee&#39;s success is not guaranteed because it&#39;s not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.</p><p>For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it&#39;s difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it&#39;s worth noting that despite being unprofitable, Sea&#39;s Rule of 40 score of 104 is better than most SaaS companies&#39;, and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).</p><p>To understand Shopee&#39;s terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon&#39;s high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.</p><p>If Shopee keeps doubling revenue over the next couple of years (which it&#39;s easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon&#39;s P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.</p><p>Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee&#39;s mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment&#39;s future. I recognize that it&#39;s currently an unprofitable and thus risky segment, but I also see the massive potential.</p><p>So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.</p><p>Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let&#39;s look at the other parts of Sea.</p><p><b>FinTech &amp; Investments</b></p><p>The easiest addition to my computed valuation is Sea&#39;s $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won&#39;t be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.</p><p>Then there is Sea&#39;s FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a &#34;take rate&#34; of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I&#39;m not worried about SeaMoney losing money while it scales.</p><p>Despite SeaMoney being a small segment, it&#39;s now reaching a point where it can be factored into the valuation. Maybe it&#39;s only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea&#39;s sales would today be worth more than the gaming segment. But Sea&#39;s management - combined with Garena&#39;s ability to fund new segments and drive their viral adoption - made it happen. It&#39;s certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.</p><p>If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre&#39;s revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa&#39;s, Mastercard&#39;s (NYSE:MA), and Affirm&#39;s (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies&#39;, but we don&#39;t even need to speculate about what a fair multiple is, since we can reach Sea&#39;s current valuation by using 16x P/S in my model valuation.</p><p>One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started &#34;early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.&#34; These guys sure know how to hop on the latest high growth trend.</p><p>Finally, there&#39;s the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There&#39;s strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea&#39;s investment arm is very early stage, so I don&#39;t include it in my valuation model. But it doesn&#39;t have to be factored in to justify the current share price. It&#39;s just one more area that might be worth a large part of Sea one day.</p><p><b>Conclusion</b></p><p>Looking at each of Sea&#39;s segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn&#39;t account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea&#39;s business. With the FinTech segment currently growing at 818% year over year, it doesn&#39;t take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.</p><p>This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven&#39;t been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today&#39;s prices. It&#39;s a steep drop for sure, but most companies in today&#39;s market would be looking at such a decline if one were to use the most conservative valuation standards possible.</p><p>Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It&#39;s one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106092668","content_text":"Sea Limited shares jumped more than 4% in morning trading.Also Read:Sea Limited: A Deep Dive To Understand The Recent SelloffSummarySea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.I dive into each of its segments to understand the recent selloff and justify the current valuation.I consider Sea one of my ten highest conviction investments.kokkai/iStock Unreleased via Getty ImagesThesisA by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise to the upside and drive very strong returns for years to come.IntroductionI recently wrote an article highlighting my top 10 stock picks for 2022. I'd already done an in-depth analysis of my other nine picks in other Seeking Alpha articles, so I thought it would be good to close out the year with an article about Sea.Furthermore, with shares down significantly over the past couple of months (but still slightly up for the year), I believe this article may prove timely. I don't speculate on short-term market movements, but I personally added to my Sea shares recently. It's one of my only losing positions that I didn't sell out of temporarily for tax-loss harvesting, and in this article, I will explain why Sea is such a high conviction holding for me.It's also worth noting that many professional investors seem to share this opinion. Sea is the 121st largest company in the world, but it's the16thmost popular holding among hedge funds. This implies that big money is overweight Sea, with 71% of shares held by institutions.Because Sea operates in many different areas, I will do a separate analysis of each of its operating segments to justify its current valuation and explain how that valuation could drive unexpectedly strong returns for years.GamingSea Limited's gaming segment Garena is best known for Free Fire, a mobile battle royale game that was developed in-house.The game was released in 2017 and has been very popular ever since. It currently has the second most monthly active users among all Android games globally. The game is available worldwide, but it's particularly popular in emerging markets like SEA, LATAM, and India, where it's been the highest-grossing mobile game for over two years.With the game having been popular for a long time already, there's some concern that gamers will move on to the next big thing. Although there are some mobile games that are older than Free Fire and still very popular - like Roblox, Clash of Clans, and Pokemon Go - there are many more that have been forgotten. Until Garena releases more games and proves that it can be successful with them too, there will always be questions about whether its studio is a one-hit wonder.Regardless, Garena is a critical part of Sea because it's the only profitable segment and it doubles a social platform that provides free advertising for Sea's non-gaming products. Cross-promotion is a huge competitive advantage for Sea.Thus, one reason for Sea's recent selloff could be the Q4 guidance implied for Garena.Source: Earnings Call PresentationIn Q2 this year, Garena raised its guidance to $4.5B-$4.7B for 2021 bookings (up from $4.3B-$4.5B). With the first three quarters already totaling $3.5B, this implies that Q4 bookings will come in at $1.0B-$1.2B, up between 0% and 20% year over year, and likely down sequentially. This is compared to 29% growth in the most recent quarter and 44% projected growth for the full year.While 20% isn't a terrible deceleration, 0% certainly is. Even 20% growth isn't spectacular compared to the historic levels. At the 10% midpoint, Garena's growth looks more similar to that of a mature company like Activision (NASDAQ:ATVI) or Zynga (NASDAQ:ZNGA) than a fast-growing company like Roblox (NYSE:RBLX).Garena's implied valuation should - and did - suffer as a result. While a fast-growing company like Roblox can command a high double-digit P/S multiple, Activision and Zynga trade at an average P/S multiple of just 4. Garena is slightly more profitable than them and probably has more risk to the upside, so I'll use a P/S multiple of 5 for my implied valuation. This implies a P/E of about 10 for a business growing at around 10%, which is very reasonable in today's market.This means Garena is worth $23.5B based on the high end of management's guidance.I believe this valuation is actually conservative for a few reasons:Next year has tough comps and growth could re-accelerate in the following years or even next year, especially if Garena releases a new hit game. The growth rate past next quarter is not based on explicit guidance from the company, only industry forecasts.The peer valuations I used are from companies also trading at the lower end of their valuation range for the past year.Garena has a good track record and is continuing to invest in Free Fire. One example of this is the recently released Free Fire MAX, which improves the experience for users with higher-end phones and even adds a metaverse-like customizable map called Craftland. To me, this implies that Garena believes Free Fire is still in the earlier part of its lifecycle.Although I'd obviously prefer that Garena develops more games in house, in the meantime it's still not a one-trick pony. In addition to Free Fire, Garena distributes games from third-party developers like Tencent (OTCMKTS:OTCPK:TCEHY). These are popular titles like League of Legends and Call of Duty, which meaningfully diversify Garena's revenue.E-CommerceSea's e-commerce platform Shopee is currently its big growth driver. This platform is often considered the Amazon (NASDAQ:AMZN) of Southeast Asia, and it recently expanded into more markets including Brazil.There's always some debate about who is really the Amazon of a region. Shopee certainly has competition, including from Alibaba's (NYSE:BABA) Lazada, Tokopedia in Indonesia, MercadoLibre (MELI) in Brazil, and even Amazon itself. With most of the competition being private or tucked away into a larger company, many of the competitors don't publish exact revenue numbers, which makes it difficult to measure the competition. Even Sea hasn't published explicit revenue numbers for some countries like Brazil.One neutral source that can be assessed is the Alexa site rank, which as its name suggests ranks sites by their popularity. Keep in mind that these are ranks, so a lower score is better.Source: The Author, compiled from AlexaShopee is very mobile-focused, but the above table only considers the website. To check App Store app ranks for the shopping category, we can use App Annie.Source: The Author, compiled from AppAnnieOn the mobile side, there's no need to look at the competition because Shopee is consistently the number one shopping app in every country listed. In a mobile-first world, this bodes very well. Even on the web side, Shopee wins out except in a few specific regions like LATAM and (barely) Indonesia, which have more local competitors.Of course, traffic doesn't always translate to GMV. But for a shopping app where most people will use the app to buy something, it's a decent proxy. A third party estimates that Shopee accounts for57%of all e-commerce in Southeast Asia. It's Shopee's dominance in the mobile app ranks and market share that make me consider it the Amazon of Southeast Asia.So why would a company with so much potential sell off?After the recent earnings report, some analysts expressed concern that Shopee is branching out into other countries like Poland and Mexico before validating its business model in the current markets. In these countries, Shopee has less of a presence; it's bounced between the 3-5 spots on the Mexico App Store for shopping apps, and between spots 1 and 3 in Poland. Although analysts hate uncertainty - and the CEO's comments that they don't have a concrete measure of success in these earlier stage countries won't help with that - Shopee has a history of entering new countries successfully and I am willing to give management some time to try expanding more. After all, if they're successful, then it could drive even more unexpected growth in the future.Another complaint from analysts was that the basket size (average purchase size) is trending down. While that could also have contributed to the recent selloff, it's hard to complain when the overall sales increased a lot despite a decrease in basket size.The company raised its guidance for e-commerce again in Q3, now guiding for $5.0B-$5.2B in 2021 e-commerce revenue. That's 75%-100% growth in Q4 and about 135% growth for the year. These are much more exciting numbers than the gaming side, although the guidance still implies a slight deceleration in Q4. But compared to Amazon's $340B in 2020 e-commerce sales, Shopee looks like it's just scratched the surface. E-commerce is at only11%penetration in Southeast Asia compared to18.7%in the USA, and Southeast Asia economies are generally growing faster than the USA's.Despite being in a blue skies industry, it's more difficult to value the e-commerce segment because it operates at a loss (whereas the gaming segment is highly profitable). Shopee's success is not guaranteed because it's not clear at this point whether the platform can become profitable while retaining its market share. Stocks like this tend to experience more volatility, which could partially explain the recent selloff.For unprofitable software companies, I like to use the Rule of 40 to assess the business. But it's difficult to apply this rule to a more cyclical e-commerce company with naturally lower margins. Even so, it's worth noting that despite being unprofitable, Sea's Rule of 40 score of 104 is better than most SaaS companies', and also better than e-commerce peers Amazon (21), MercadoLibre (73), and Alibaba (43).To understand Shopee's terminal valuation once it becomes profitable, we can look at industry peers. Amazon is one profitable and slower-growing peer, and it trades at 4x P/S. AWS pushes this number up, but Amazon's high exposure to first-party sales offsets that. Other e-commerce marketplace peers trade at similar valuations: Alibaba at 3x P/S, MercadoLibre at 9x P/S. All of these valuations are basically all-time lows.If Shopee keeps doubling revenue over the next couple of years (which it's easily done every year since 2016), becomes profitable (which scaling up tends to help with), and will have Amazon's P/S multiple in two years, then at 16 P/S today it would trade flat for two years. But if it keeps growing much faster than Amazon over a longer period like a decade, and/or if the overall industry multiples expand to more normal historical levels, then even at 16x P/S this segment has potential upside. On the other hand, if it stops growing or never becomes profitable then investors will be very disappointed at any P/S.Given this wide range of outcomes, each person is going to have their own way of valuing this segment. For me, when I look at Shopee's mobile dominance, relatively small current size, the funding coming in from Garena, and the precedent set by Amazon, Alibaba, and MercadoLibre for the sustainable long-term success of this business model, I am optimistic about this segment's future. I recognize that it's currently an unprofitable and thus risky segment, but I also see the massive potential.So I am happy paying a 16x P/S multiple, which values the e-commerce segment at $83.2B. Some people will call that way too high, and those people will probably never get a chance to invest in this company, for better or for worse.Thus, with just Garena and Shopee, I have Sea being worth $106.7B. Its current market cap is $123.1B. To account for the difference, let's look at the other parts of Sea.FinTech & InvestmentsThe easiest addition to my computed valuation is Sea's $12B cash pile, partially offset by $4B in debt. This adds some nice optionality to the company and ensures that it won't be bankrupt any time soon despite losing money with Shopee. Adding in the $8B cash difference puts my computed valuation at $114.7B, just $8.4B short of the actual valuation.Then there is Sea's FinTech arm, SeaMoney. The main product here is a mobile wallet, which was responsible for $4.6B in payment volume in the last quarter (~$20B over a year). This segment accounted for $132 million in Q3 revenue, up a whopping 818% year over year. This implies a \"take rate\" of 2.9%, which is even better than established FinTech companies like Visa (V). Because of this high take rate, I'm not worried about SeaMoney losing money while it scales.Despite SeaMoney being a small segment, it's now reaching a point where it can be factored into the valuation. Maybe it's only worth a couple of billion, but this is just the start. Five years ago, nobody would have expected that an e-commerce platform accounting for 5% of Sea's sales would today be worth more than the gaming segment. But Sea's management - combined with Garena's ability to fund new segments and drive their viral adoption - made it happen. It's certainly not guaranteed that Sea will have the same success with FinTech, but there is precedent for it.If one day this segment is worth a third or more of Sea (in 2020, FinTech accounted for 36% of MercadoLibre's revenue) then getting it for just 7% of the business today will be well worth it, even if that implies a somewhat high 16x P/S multiple for the segment today. Actually, this multiple is already lower than Visa's, Mastercard's (NYSE:MA), and Affirm's (NASDAQ:AFRM). Realistically, a segment growing at 818% year over year should probably get a higher multiple than these slower-growing companies', but we don't even need to speculate about what a fair multiple is, since we can reach Sea's current valuation by using 16x P/S in my model valuation.One way this segment could grow even more is through the introduction of more products besides the mobile wallet. Sea noted in their recent earnings that they have started \"early initiatives in other digital financial services such as buy now pay later, digital bank, and insurtech.\" These guys sure know how to hop on the latest high growth trend.Finally, there's the investments arm. Sea is investing in early-stage tech companies, especially in Southeast Asia. There's strong precedent for companies like Tencent (which is itself an investor in Sea) and Shopify (NYSE:SHOP) managing successful investment portfolios that ultimately factor meaningfully into their valuation. Right now Sea's investment arm is very early stage, so I don't include it in my valuation model. But it doesn't have to be factored in to justify the current share price. It's just one more area that might be worth a large part of Sea one day.ConclusionLooking at each of Sea's segments, my valuation model indicates that Sea is fairly valued today. However, my model doesn't account for the significant optionality of the newer segments. Just like e-commerce did over the last five years, FinTech (and/or investments) could grow to become a very large part of Sea's business. With the FinTech segment currently growing at 818% year over year, it doesn't take much imagination to see how this happens. Just another year or two of growth at something close to that rate will make the FinTech arm impossible for investors to ignore.This optionality combined general strength in each business has allowed Sea to post an average revenue beat of 7% over the past year. Earnings haven't been as strong, and I expect that to be the main point of contention with my valuation model, as is the case for most unprofitable companies. In particular, I expect some readers will disagree with my valuation of the e-commerce segment. But even if you drop e-commerce all the way down to 5x P/S (a multiple seen today by much slower growing e-commerce companies) that implies 54% downside from today's prices. It's a steep drop for sure, but most companies in today's market would be looking at such a decline if one were to use the most conservative valuation standards possible.Only fast-growing companies like Sea can quickly offset such a decline with revenue growth. As a result, the businesses with the most long-term potential will hardly ever trade at the most conservative valuation possible. And Sea certainly has long-term potential. It's one of the few high-growth companies I own that I could see reaching a trillion-dollar market cap this decade.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021756023,"gmtCreate":1653105801362,"gmtModify":1676535225751,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Good stock seldom cheap.&nbsp;","listText":"Good stock seldom cheap.&nbsp;","text":"Good stock seldom cheap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021756023","repostId":"2236012808","repostType":2,"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020809028,"gmtCreate":1652595003564,"gmtModify":1676535126977,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"PayPal still in my portfolio despites loosing 60%. Hope its business&nbsp;fundamental remains and recover.&nbsp;","listText":"PayPal still in my portfolio despites loosing 60%. Hope its business&nbsp;fundamental remains and recover.&nbsp;","text":"PayPal still in my portfolio despites loosing 60%. Hope its business fundamental remains and recover.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020809028","repostId":"2235748594","repostType":2,"repost":{"id":"2235748594","kind":"highlight","pubTimestamp":1652578501,"share":"https://ttm.financial/m/news/2235748594?lang=en_US&edition=fundamental","pubTime":"2022-05-15 09:35","market":"us","language":"en","title":"Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2235748594","media":"Motley Fool","summary":"The sellers seem to have overshot their targets with certain stocks, pricing in a scenario that's unlikely to happen.","content":"<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">Source Link</a>\n\n</div>\n","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>Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?</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\">\nShould You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-15 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","OEX":"标普100","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235748594","content_text":"If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.What went wrongIf you're wondering, the biggest losers among the S&P 500's tickers so far this year are PayPal (PYPL 6.11%), Align Technology (ALGN 6.16%), Etsy (ETSY 4.80%), and Netflix (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like Amazon, as well as empowering, DIY e-commerce platforms like those offered by Shopify. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.In other words, the wrong kind of surprise can wreak havoc on a stock.As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.OverzealousOn the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.Except, that may not quite be the case.Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.Image source: Getty Images.The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.Shock also distracts people from looking at the future rather than the past, when they should be doing just that.Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.Think bigger-pictureThe question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by Wix to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SDS":0.6,"UPRO":0.6,"SPXU":0.6,"OEF":0.6,"SPY":1,"OEX":0.6,"SSO":0.6,"SH":0.6,".SPX":0.6,"ESmain":0.6,"IVV":0.6}},"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000299244,"gmtCreate":1640189071319,"gmtModify":1676533505828,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Another reason to buy more.&nbsp;","listText":"Another reason to buy more.&nbsp;","text":"Another reason to buy more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000299244","repostId":"2193192720","repostType":2,"repost":{"id":"2193192720","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640185119,"share":"https://ttm.financial/m/news/2193192720?lang=en_US&edition=fundamental","pubTime":"2021-12-22 22:58","market":"us","language":"en","title":"Tesla, authorities submit documents for German plant approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2193192720","media":"Reuters","summary":"BERLIN, Dec 22  - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.The approval process is still ongoing, the ministry said.Tesla could not be immediately reached for comment.Due to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Die","content":"<p>BERLIN, Dec 22 (Reuters) - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.</p>\n<p>The approval process is still ongoing, the ministry said.</p>\n<p>Tesla could not be immediately reached for comment.</p>\n<p>Due to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Dietmar Woidke had recently suggested a decision might come in early 2022.</p>\n<p>Tesla has repeatedly had to push back the expected opening of the factory and Chief Executive Elon Musk has regularly travelled to Germany to check on the plant's progress, criticising German bureaucracy for slowing down construction.</p>\n<p>Since Tesla expanded its original proposal to include a battery factory, the construction plans had to undergo a renewed process of public consultation which ended on Nov. 22.</p>\n<p>The response to all objections raised in that consultation is a prerequisite for a final building permit.</p>\n<p>Currently, Tesla is only working on the factory on the basis of preliminary building permits.</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>Tesla, authorities submit documents for German plant approval</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, authorities submit documents for German plant approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-22 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERLIN, Dec 22 (Reuters) - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.</p>\n<p>The approval process is still ongoing, the ministry said.</p>\n<p>Tesla could not be immediately reached for comment.</p>\n<p>Due to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Dietmar Woidke had recently suggested a decision might come in early 2022.</p>\n<p>Tesla has repeatedly had to push back the expected opening of the factory and Chief Executive Elon Musk has regularly travelled to Germany to check on the plant's progress, criticising German bureaucracy for slowing down construction.</p>\n<p>Since Tesla expanded its original proposal to include a battery factory, the construction plans had to undergo a renewed process of public consultation which ended on Nov. 22.</p>\n<p>The response to all objections raised in that consultation is a prerequisite for a final building permit.</p>\n<p>Currently, Tesla is only working on the factory on the basis of preliminary building permits.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4099":"汽车制造商","BK4550":"红杉资本持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193192720","content_text":"BERLIN, Dec 22 (Reuters) - Tesla and relevant authorities have submitted all the documents necessary for the approval process for its planned factory near Berlin, the environment ministry of the German state of Brandenburg said on Wednesday.\nThe approval process is still ongoing, the ministry said.\nTesla could not be immediately reached for comment.\nDue to environmental resistance and red tape, it remained unclear when the first vehicles will roll off the production line at the site. Brandenburg premier Dietmar Woidke had recently suggested a decision might come in early 2022.\nTesla has repeatedly had to push back the expected opening of the factory and Chief Executive Elon Musk has regularly travelled to Germany to check on the plant's progress, criticising German bureaucracy for slowing down construction.\nSince Tesla expanded its original proposal to include a battery factory, the construction plans had to undergo a renewed process of public consultation which ended on Nov. 22.\nThe response to all objections raised in that consultation is a prerequisite for a final building permit.\nCurrently, Tesla is only working on the factory on the basis of preliminary building permits.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062911677,"gmtCreate":1651986086599,"gmtModify":1676535009456,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Hope this move will not impact Amazon.&nbsp;[Sweats]&nbsp;","listText":"Hope this move will not impact Amazon.&nbsp;[Sweats]&nbsp;","text":"Hope this move will not impact Amazon. [Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062911677","repostId":"2233979582","repostType":2,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352828780,"gmtCreate":1616932404340,"gmtModify":1704800049480,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Top up when low","listText":"Top up when low","text":"Top up when low","images":[{"img":"https://static.tigerbbs.com/94a2f21a826828400543f71bb17ee671","width":"1125","height":"3290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352828780","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359038971,"gmtCreate":1616298982593,"gmtModify":1704792730644,"author":{"id":"3572253010790617","authorId":"3572253010790617","name":"CCY1","avatar":"https://static.tigerbbs.com/db8ccabf0e022e7ee3d2b4d6e9d97166","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572253010790617","idStr":"3572253010790617"},"themes":[],"htmlText":"Dividend ETF","listText":"Dividend ETF","text":"Dividend ETF","images":[{"img":"https://static.tigerbbs.com/ae46b27493c5a6ccf80b486774004188","width":"1125","height":"3290"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359038971","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}