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RWRW
2021-03-27
$Netflix(NFLX)$
fang
RWRW
2021-04-02
$Netflix(NFLX)$
finally
RWRW
2021-03-31
Ops
Credit Suisse comes under pressure as Archegos fall adds to Greensill failure
RWRW
2021-03-31
Wowow
Analysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’
RWRW
2021-03-16
$Netflix(NFLX)$
like and comment
RWRW
2021-04-05
$Netflix(NFLX)$
king
RWRW
2021-04-05
Okayyyyy
RWRW
2021-04-04
Okk*kkk
RWRW
2021-04-01
$Netflix(NFLX)$
Patience
RWRW
2021-03-31
$Netflix(NFLX)$
fang go go
RWRW
2021-03-31
Okkkay
RWRW
2021-03-31
OK
Coursera: The Education Disruptor Goes Public
RWRW
2021-03-30
$Netflix(NFLX)$
still holding
RWRW
2021-03-28
This is crazy
Suez Canal blockage is delaying an estimated $400 million an hour in goods
RWRW
2021-03-28
Like this thanks
Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.
RWRW
2021-03-28
Okkkk
Go to Tiger App to see more news
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23:25","market":"us","language":"en","title":"Analysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’","url":"https://stock-news.laohu8.com/highlight/detail?id=1189684251","media":"cnbc","summary":"Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high o","content":"<div>\n<p>Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high on Monday, highlighting tail winds in the advertising space, while Truist analysts upgradedTwitterto ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’</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\">\nAnalysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 23:25 GMT+8 <a href=https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high on Monday, highlighting tail winds in the advertising space, while Truist analysts upgradedTwitterto ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5a3b7b2bdd3ab9f803f408004776e72","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189684251","content_text":"Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high on Monday, highlighting tail winds in the advertising space, while Truist analysts upgradedTwitterto a buy on what they view as the \"most exciting product roadmap\" they've seen from the company.\nBut, the regulatory overhang persists. The CEOs of Facebook, Google and Twittertestified in front of Congress last week at a hearing on misinformation. Platforms have been criticized for not holding themselves' accountable for their content, especially false information, and for whether they either suppress or promote different voices.\nGina Sanchez, CEO of Chantico Global and chief market strategist at Lido Advisors, said Capitol Hill's next move should be a very real concern for investors in these stocks.\n\"The question really comes around how Congress decides to act on this question of Section 230 of the Communications Decency Act and that can potentially change the business model,\" Sanchez told CNBC's \"Trading Nation\" on Monday.\nWhile issues of regulation for big tech companies has been present for many years, Sanchez said it has emerged as more of an immediate threat for social stocks.\n\"Congress today is probably even more invigorated because both sides of the aisle have something to be angry about. … You have both conservatives and liberals who both feel that they've been in some ways harmed by the actions of the company. That's just not a good outlook, and I think that this is coming to a boiling point, probably in the next year or two,\" said Sanchez.\nAri Wald, head of technical analysis at Oppenheimer, is more constructive on the stocks.\n\"We do see opportunity and I think in general the industry, because it has been so soft in recent months, it's made it attractive versus the rest of the market that's really run up a bit. I think there is some rotation potential here,\" Wald said during the same segment.\nFacebook, for example, looks to have potential for some upside. The stock is the second-best performer among the FAANG stocks so far this year behindAlphabet– its 6% gain is better than the declines forAmazon,AppleandNetflix.\n“It more or less has been range-bound over the last six months and it’s created a symmetrical triangle pattern,” said Wald. “The stock is now breaking through this consolidation pattern to the upside. Here are the levels to know – there’s support at $270, that’s the prior breakout point. As long as that holds, we see upside to $310. That would be the height of the prior range measured from the breakout point.”\nFacebook traded at $290 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354953496,"gmtCreate":1617120825315,"gmtModify":1704696196847,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"Ops","listText":"Ops","text":"Ops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354953496","repostId":"1120257160","repostType":4,"repost":{"id":"1120257160","kind":"news","pubTimestamp":1617119304,"share":"https://ttm.financial/m/news/1120257160?lang=&edition=fundamental","pubTime":"2021-03-30 23:48","market":"us","language":"en","title":"Credit Suisse comes under pressure as Archegos fall adds to Greensill failure","url":"https://stock-news.laohu8.com/highlight/detail?id=1120257160","media":"seekingalpha","summary":"While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's c","content":"<p>While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's collapse, Credit Suisse(CS-3.2%)stockcontinues to come under pressure, with some see its dividend and stock buyback plans at risk.</p>\n<p>And this comes as the Swiss bank is mopping up from the collapse of Greensill Capital, which triggered the winding down of CS's supply chain finance funds.</p>\n<p>Credit Suissse also may face regulatory demands for larger capital buffer as it incurs higher borrowing costs, one debt investor told Reuters. That investor doesn't expect that CS will be able to resume its buyback program before 2023.</p>\n<p>CS had expected tobuy back at least CHF 1B of stockthis year.</p>\n<p>The bank may also consider paring down its private banking operations, the same investor told Reuters.</p>\n<p>\"We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk,\" Eoin Mullany at Berenberg said.</p>\n<p>Ethos, a foundation that advises shareholders on corporate governance, recommends that CS shareholders vote against board and executive pay at its upcoming annual meeting.</p>\n<p>\"These new cases add up to an incredible number of governance failures,\" Ethos Foundation Chief Executive Vincent Kaufman said.</p>\n<p>Citi analysts estimate CS's pretax losses at ~$3.5B. Meanwhile, Nomura Holdings said itmay incur a lossof ~$2B from transactions with a U.S. client; Mitsubishi UFJ Financial saidits loss related to ArchegosCapital may be ~$300M.</p>\n<p>SeeCS's stock performance over the past six monthsvs. NMR, MUFG, and the S&P 500:</p>\n<p><img src=\"https://static.tigerbbs.com/aebe7780a819bbe360c84b5bfe96ef38\" tg-width=\"886\" tg-height=\"403\"></p>\n<p></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse comes under pressure as Archegos fall adds to Greensill failure</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\">\nCredit Suisse comes under pressure as Archegos fall adds to Greensill failure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 23:48 GMT+8 <a href=https://seekingalpha.com/news/3677661-credit-suisse-comes-under-pressure-as-archegos-fall-adds-to-greensill-failure><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's collapse, Credit Suisse(CS-3.2%)stockcontinues to come under pressure, with some see its dividend and...</p>\n\n<a href=\"https://seekingalpha.com/news/3677661-credit-suisse-comes-under-pressure-as-archegos-fall-adds-to-greensill-failure\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3957154ffb461512e6e195413fc956a3","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3677661-credit-suisse-comes-under-pressure-as-archegos-fall-adds-to-greensill-failure","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120257160","content_text":"While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's collapse, Credit Suisse(CS-3.2%)stockcontinues to come under pressure, with some see its dividend and stock buyback plans at risk.\nAnd this comes as the Swiss bank is mopping up from the collapse of Greensill Capital, which triggered the winding down of CS's supply chain finance funds.\nCredit Suissse also may face regulatory demands for larger capital buffer as it incurs higher borrowing costs, one debt investor told Reuters. That investor doesn't expect that CS will be able to resume its buyback program before 2023.\nCS had expected tobuy back at least CHF 1B of stockthis year.\nThe bank may also consider paring down its private banking operations, the same investor told Reuters.\n\"We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk,\" Eoin Mullany at Berenberg said.\nEthos, a foundation that advises shareholders on corporate governance, recommends that CS shareholders vote against board and executive pay at its upcoming annual meeting.\n\"These new cases add up to an incredible number of governance failures,\" Ethos Foundation Chief Executive Vincent Kaufman said.\nCiti analysts estimate CS's pretax losses at ~$3.5B. Meanwhile, Nomura Holdings said itmay incur a lossof ~$2B from transactions with a U.S. client; Mitsubishi UFJ Financial saidits loss related to ArchegosCapital may be ~$300M.\nSeeCS's stock performance over the past six monthsvs. NMR, MUFG, and the S&P 500:","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354953543,"gmtCreate":1617120810982,"gmtModify":1704696196521,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354953543","repostId":"1163996400","repostType":4,"repost":{"id":"1163996400","kind":"news","pubTimestamp":1617094880,"share":"https://ttm.financial/m/news/1163996400?lang=&edition=fundamental","pubTime":"2021-03-30 17:01","market":"us","language":"en","title":"Coursera: The Education Disruptor Goes Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1163996400","media":"seekingalpha","summary":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic","content":"<p><b>Summary</b></p><ul><li>The company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.</li><li>It is operating in a huge addressable market that is likely to grow for the foreseeable future.</li><li>Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.</li><li>Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.</li><li>However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.</li></ul><p>Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.</p><p>Ng’sshareholder letter in the S-1articulated clearly just what the company is about:</p><blockquote>“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”</blockquote><p>The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).</p><p><b>Operating Results</b></p><p>The company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.</p><p>The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.</p><p>At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.</p><p><b>The Strategy and Market Opportunity</b></p><p>Coursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.</p><p>The platform offers a number of education tracks, for example:</p><ul><li>Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.</li><li>MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.</li><li>Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.</li><li>Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.</li></ul><p>In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).</p><p>The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.</p><p>A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.</p><p>Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.</p><p>The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.</p><p>In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.</p><p>The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.</p><p>Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.</p><p>With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.</p><p><b>Conclusion</b></p><p>Coursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coursera: The Education Disruptor Goes Public</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\">\nCoursera: The Education Disruptor Goes Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 17:01 GMT+8 <a href=https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future.C...</p>\n\n<a href=\"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cedd6cbf23bbe97eaec389fb0773ed6","relate_stocks":{"COUR":"Coursera, Inc."},"source_url":"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163996400","content_text":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future.Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.Ng’sshareholder letter in the S-1articulated clearly just what the company is about:“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).Operating ResultsThe company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.The Strategy and Market OpportunityCoursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.The platform offers a number of education tracks, for example:Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.ConclusionCoursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354937403,"gmtCreate":1617117499702,"gmtModify":1704696138287,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>still holding","listText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>still holding","text":"$Netflix(NFLX)$still holding","images":[{"img":"https://static.tigerbbs.com/f20126369b7764dee00544188f9ce105","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354937403","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352607144,"gmtCreate":1616942032588,"gmtModify":1704800109840,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"This is crazy","listText":"This is crazy","text":"This is crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352607144","repostId":"1198593189","repostType":4,"repost":{"id":"1198593189","kind":"news","pubTimestamp":1616769468,"share":"https://ttm.financial/m/news/1198593189?lang=&edition=fundamental","pubTime":"2021-03-26 22:37","market":"fut","language":"en","title":"Suez Canal blockage is delaying an estimated $400 million an hour in goods","url":"https://stock-news.laohu8.com/highlight/detail?id=1198593189","media":"cnbc","summary":"KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the can","content":"<div>\n<p>KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Suez Canal blockage is delaying an estimated $400 million an hour in goods</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuez Canal blockage is delaying an estimated $400 million an hour in goods\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:37 GMT+8 <a href=https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198593189","content_text":"KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a day.\nThe blockage is further stressing an already strained supply chain.\n\nThe stranded mega-container vessel, Ever Given in the Suez Canal, is holding up an estimated $400 million an hour in trade, based on the approximate value of goods that are moved through the Suez every day, according to shipping data and news company Lloyd’s List.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a day. The blockage is further stressing an already strained supply chain, said Jon Gold, vice president of supply chain and customs policy for the National Retail Federation.\n“Every day that the vessel remains wedged across the canal adds delays to normal cargo flows,” he said, adding that the trade group’s members are actively working with carriers to monitor the situation and determine the best mitigation strategies. “Many companies continue to struggle with supply chain congestion and delays stemming from the pandemic. There is no doubt the delays will ripple through the supply chain and cause additional challenges.”\nA satellite image shows stranded container ship Ever Given after it ran aground in Suez Canal, Egypt March 25, 2021.\nThe Suez Canal, which separates Africa from Asia, is one of the busiest trade routes in the world, with approximately 12% of total global trade moving through it. Energy exports like liquified natural gas, Crude oil, and refined oil make up 5% to 10% of global shipments. The rest of the traffic is largely consumer products ranging from fire pits to clothing, furniture, manufacturing, auto parts and exercise equipment.\n“The key to this problem hinges on how much longer it will take to move the Ever Given,” explained Alan Baer, President of logistics provider, OL USA LLC. “USA importers face arrival delays of three days right now and this will continue to grow as long as the disruption continues.”\nHorn of Africa\nThe Suez has provided some relief for global importers as they increasingly relied on it last year to avoid massive congestion at West Coast ports in the U.S. that added days, if not weeks, to some deliveries coming from Asia.\nBaer, who has containers on vessels stuck in both lanes of the Suez Canal, said if it stays closed, vessels will be diverted and go around the horn of Africa, which adds an additional seven to nine days to a trip.\nAccording to BIMCO, the largest of the international shipping associations representing shipowners, the bottleneck will only continue to grow and impact supplies.\n“Everyone is making contingency plans as we speak,” said Peter Sand, chief shipping analyst at BIMCO.\nBIMCO\n“Carriers run a third of their Asia trade strings to the U.S. East Coast via the Suez and two-thirds via Panama Canal,” said Baer. “Disruption is also hitting the import trade from India as well as the Middle East.”\nClearing the backlog\nAccording to the World Shipping Council, the Suez canal’s daily vessel throughput capacity is 106. If the canal is closed for two days, it will then take two additional days after re-opening to clear the backlog. The longer the delay, the longer it will take to move out the vessels.\nLars Jensen, CEO of Sea Intelligence Consulting, tells CNBC the schedule reliability for container vessels is already in disarray as a result of the pandemic.\n“Right now two out of three container vessels arrive late,” he explained. “And when they are late, they are on average five days late,” he said, adding that a two-day delay isn’t a major problem. “However, the longer this drags out, the worse it gets because you are then talking about effectively removing vessel capacity as well as containers at a point in time where they are already in short supply.”\nStranded container ship Ever Given, one of the world’s largest container ships, is seen after it ran aground, in Suez Canal, Egypt March 25, 2021.\nInventory impact\nIn addition to delaying thousands of containers loaded with consumer items, the stranded ship has also tied up empty containers, which are key for Chinese exports.\n“Containers are already scarce in China and the backup in the Suez will further stress the inventory,” explained Jon Monroe, maritime trade and logistics consultant with Jon Monroe Consulting. “We are back to a pre-Chinese New Year environment where factories are running at full steam and are struggling to find containers as well as space for their finished goods.”\nThis delay will impact the arrival of U.S. imports that fill store shelves as well as U.S. manufacturing components.\n“Before the Suez Canal disruption, we were expecting the container situation to get worse in April because we were already seeing the scarcity of containers,” said Monroe. “This canal closure will not help. You will start to see product piling up on factory floors.”\nConsumer demand\nChinese manufacturers are responding to the tremendous global orders for their goods. Pandemic lockdowns have fueled consumer demand over the last year. As a result, a continuous historic flow of vessels holding millions of containers is clogging ports and slowing down processing. The delays have been costly.\nNikealong with retailersCrocs,Gap,Peloton,Footlocker,Five Below,William Sonoma,Steve Madden,Whirlpool,Urban Outfitters, and Tesla all cited supply chain problems impacting their business this quarter.\nBrian Bourke, Chief Growth Officer of SEKO Logistics tells CNBC, the blockage is creating the perfect storm for retailers who are struggling to restock.\n“The timing of this could not be worse,” he said. “You have stimulus checks going into the hands of consumers. After every stimulus check, we have seen a huge surge in product volume. We are talking to businesses that are running out of inventory. How can you have a stimulus if you can’t buy anything? Your wait for your couch can be longer than three months.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352607065,"gmtCreate":1616941984557,"gmtModify":1704800109677,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"Like this thanks","listText":"Like this thanks","text":"Like this thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352607065","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://ttm.financial/m/news/1111192234?lang=&edition=fundamental","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.</p>","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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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 Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8 <a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352605796,"gmtCreate":1616941836615,"gmtModify":1704800108205,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"Okkkk","listText":"Okkkk","text":"Okkkk","images":[{"img":"https://static.tigerbbs.com/f23d84dad32eef957e6a66568a3eaf90","width":"1080","height":"2101"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352605796","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356590910,"gmtCreate":1616785843930,"gmtModify":1704799047453,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>like and comment","text":"$Netflix(NFLX)$like and comment","images":[{"img":"https://static.tigerbbs.com/180a81de4b377edab2d07c0eb7fce43e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325292333","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":356590910,"gmtCreate":1616785843930,"gmtModify":1704799047453,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>fang","listText":"<a 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href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>finally","text":"$Netflix(NFLX)$finally","images":[{"img":"https://static.tigerbbs.com/ebc74d17f226089a943609e088e5c4ef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340836293","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":354953496,"gmtCreate":1617120825315,"gmtModify":1704696196847,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"Ops","listText":"Ops","text":"Ops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354953496","repostId":"1120257160","repostType":4,"repost":{"id":"1120257160","kind":"news","pubTimestamp":1617119304,"share":"https://ttm.financial/m/news/1120257160?lang=&edition=fundamental","pubTime":"2021-03-30 23:48","market":"us","language":"en","title":"Credit Suisse comes under pressure as Archegos fall adds to Greensill failure","url":"https://stock-news.laohu8.com/highlight/detail?id=1120257160","media":"seekingalpha","summary":"While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's c","content":"<p>While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's collapse, Credit Suisse(CS-3.2%)stockcontinues to come under pressure, with some see its dividend and stock buyback plans at risk.</p>\n<p>And this comes as the Swiss bank is mopping up from the collapse of Greensill Capital, which triggered the winding down of CS's supply chain finance funds.</p>\n<p>Credit Suissse also may face regulatory demands for larger capital buffer as it incurs higher borrowing costs, one debt investor told Reuters. That investor doesn't expect that CS will be able to resume its buyback program before 2023.</p>\n<p>CS had expected tobuy back at least CHF 1B of stockthis year.</p>\n<p>The bank may also consider paring down its private banking operations, the same investor told Reuters.</p>\n<p>\"We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk,\" Eoin Mullany at Berenberg said.</p>\n<p>Ethos, a foundation that advises shareholders on corporate governance, recommends that CS shareholders vote against board and executive pay at its upcoming annual meeting.</p>\n<p>\"These new cases add up to an incredible number of governance failures,\" Ethos Foundation Chief Executive Vincent Kaufman said.</p>\n<p>Citi analysts estimate CS's pretax losses at ~$3.5B. Meanwhile, Nomura Holdings said itmay incur a lossof ~$2B from transactions with a U.S. client; Mitsubishi UFJ Financial saidits loss related to ArchegosCapital may be ~$300M.</p>\n<p>SeeCS's stock performance over the past six monthsvs. NMR, MUFG, and the S&P 500:</p>\n<p><img src=\"https://static.tigerbbs.com/aebe7780a819bbe360c84b5bfe96ef38\" tg-width=\"886\" tg-height=\"403\"></p>\n<p></p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse comes under pressure as Archegos fall adds to Greensill failure</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse comes under pressure as Archegos fall adds to Greensill failure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 23:48 GMT+8 <a href=https://seekingalpha.com/news/3677661-credit-suisse-comes-under-pressure-as-archegos-fall-adds-to-greensill-failure><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's collapse, Credit Suisse(CS-3.2%)stockcontinues to come under pressure, with some see its dividend and...</p>\n\n<a href=\"https://seekingalpha.com/news/3677661-credit-suisse-comes-under-pressure-as-archegos-fall-adds-to-greensill-failure\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3957154ffb461512e6e195413fc956a3","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3677661-credit-suisse-comes-under-pressure-as-archegos-fall-adds-to-greensill-failure","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120257160","content_text":"While many bank stocks are rebounding from yesterday's decline triggered by the Archegos Capital's collapse, Credit Suisse(CS-3.2%)stockcontinues to come under pressure, with some see its dividend and stock buyback plans at risk.\nAnd this comes as the Swiss bank is mopping up from the collapse of Greensill Capital, which triggered the winding down of CS's supply chain finance funds.\nCredit Suissse also may face regulatory demands for larger capital buffer as it incurs higher borrowing costs, one debt investor told Reuters. That investor doesn't expect that CS will be able to resume its buyback program before 2023.\nCS had expected tobuy back at least CHF 1B of stockthis year.\nThe bank may also consider paring down its private banking operations, the same investor told Reuters.\n\"We believe Credit Suisse will need to suspend its share buyback while in the longer term we believe it will lead to it reassessing the way it takes and manages risk,\" Eoin Mullany at Berenberg said.\nEthos, a foundation that advises shareholders on corporate governance, recommends that CS shareholders vote against board and executive pay at its upcoming annual meeting.\n\"These new cases add up to an incredible number of governance failures,\" Ethos Foundation Chief Executive Vincent Kaufman said.\nCiti analysts estimate CS's pretax losses at ~$3.5B. Meanwhile, Nomura Holdings said itmay incur a lossof ~$2B from transactions with a U.S. client; Mitsubishi UFJ Financial saidits loss related to ArchegosCapital may be ~$300M.\nSeeCS's stock performance over the past six monthsvs. NMR, MUFG, and the S&P 500:","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354951155,"gmtCreate":1617120846977,"gmtModify":1704696197496,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"Wowow","listText":"Wowow","text":"Wowow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354951155","repostId":"1189684251","repostType":4,"repost":{"id":"1189684251","kind":"news","pubTimestamp":1617117951,"share":"https://ttm.financial/m/news/1189684251?lang=&edition=fundamental","pubTime":"2021-03-30 23:25","market":"us","language":"en","title":"Analysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’","url":"https://stock-news.laohu8.com/highlight/detail?id=1189684251","media":"cnbc","summary":"Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high o","content":"<div>\n<p>Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high on Monday, highlighting tail winds in the advertising space, while Truist analysts upgradedTwitterto ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’</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; 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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\">\nAnalysts get bullish on Facebook and Twitter, but trader warns of one headwind coming to a ‘boiling point’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 23:25 GMT+8 <a href=https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high on Monday, highlighting tail winds in the advertising space, while Truist analysts upgradedTwitterto ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5a3b7b2bdd3ab9f803f408004776e72","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.cnbc.com/2021/03/30/facebook-twitter-stock-trader-warns-congress-at-a-boiling-point.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189684251","content_text":"Social stocks are in the spotlight.\nDeutsche Bank boosted itsFacebookprice target to a Street high on Monday, highlighting tail winds in the advertising space, while Truist analysts upgradedTwitterto a buy on what they view as the \"most exciting product roadmap\" they've seen from the company.\nBut, the regulatory overhang persists. The CEOs of Facebook, Google and Twittertestified in front of Congress last week at a hearing on misinformation. Platforms have been criticized for not holding themselves' accountable for their content, especially false information, and for whether they either suppress or promote different voices.\nGina Sanchez, CEO of Chantico Global and chief market strategist at Lido Advisors, said Capitol Hill's next move should be a very real concern for investors in these stocks.\n\"The question really comes around how Congress decides to act on this question of Section 230 of the Communications Decency Act and that can potentially change the business model,\" Sanchez told CNBC's \"Trading Nation\" on Monday.\nWhile issues of regulation for big tech companies has been present for many years, Sanchez said it has emerged as more of an immediate threat for social stocks.\n\"Congress today is probably even more invigorated because both sides of the aisle have something to be angry about. … You have both conservatives and liberals who both feel that they've been in some ways harmed by the actions of the company. That's just not a good outlook, and I think that this is coming to a boiling point, probably in the next year or two,\" said Sanchez.\nAri Wald, head of technical analysis at Oppenheimer, is more constructive on the stocks.\n\"We do see opportunity and I think in general the industry, because it has been so soft in recent months, it's made it attractive versus the rest of the market that's really run up a bit. I think there is some rotation potential here,\" Wald said during the same segment.\nFacebook, for example, looks to have potential for some upside. The stock is the second-best performer among the FAANG stocks so far this year behindAlphabet– its 6% gain is better than the declines forAmazon,AppleandNetflix.\n“It more or less has been range-bound over the last six months and it’s created a symmetrical triangle pattern,” said Wald. “The stock is now breaking through this consolidation pattern to the upside. Here are the levels to know – there’s support at $270, that’s the prior breakout point. As long as that holds, we see upside to $310. That would be the height of the prior range measured from the breakout point.”\nFacebook traded at $290 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325292333,"gmtCreate":1615900646722,"gmtModify":1704788158306,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>like and comment","listText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>like and comment","text":"$Netflix(NFLX)$like and 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href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>Patience ","listText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>Patience ","text":"$Netflix(NFLX)$Patience","images":[{"img":"https://static.tigerbbs.com/3976ae7c968f1b9e686fff26ecac9d26","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357209468","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":354747281,"gmtCreate":1617203557043,"gmtModify":1704697292957,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>fang go go","listText":"<a 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17:01","market":"us","language":"en","title":"Coursera: The Education Disruptor Goes Public","url":"https://stock-news.laohu8.com/highlight/detail?id=1163996400","media":"seekingalpha","summary":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic","content":"<p><b>Summary</b></p><ul><li>The company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.</li><li>It is operating in a huge addressable market that is likely to grow for the foreseeable future.</li><li>Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.</li><li>Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.</li><li>However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.</li></ul><p>Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.</p><p>Ng’sshareholder letter in the S-1articulated clearly just what the company is about:</p><blockquote>“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”</blockquote><p>The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).</p><p><b>Operating Results</b></p><p>The company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.</p><p>The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.</p><p>At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.</p><p><b>The Strategy and Market Opportunity</b></p><p>Coursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.</p><p>The platform offers a number of education tracks, for example:</p><ul><li>Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.</li><li>MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.</li><li>Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.</li><li>Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.</li></ul><p>In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).</p><p>The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.</p><p>A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.</p><p>Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.</p><p>The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.</p><p>In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.</p><p>The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.</p><p>Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.</p><p>With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.</p><p><b>Conclusion</b></p><p>Coursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coursera: The Education Disruptor Goes Public</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\">\nCoursera: The Education Disruptor Goes Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 17:01 GMT+8 <a href=https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future.C...</p>\n\n<a href=\"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cedd6cbf23bbe97eaec389fb0773ed6","relate_stocks":{"COUR":"Coursera, Inc."},"source_url":"https://seekingalpha.com/article/4413745-coursera-education-disruptor-goes-public","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163996400","content_text":"SummaryThe company is growing rapidly as a result of secular trends as well as the Covid-19 pandemic.It is operating in a huge addressable market that is likely to grow for the foreseeable future.Coursera enjoys many competitive advantages, among them a large, existing user base, price-to-cost advantages, and the ability to personalize content as a result of its trove of data.Given its scale, and competitive advantages, the company should win an outsized share of its market opportunity.However, because the company has not turned a profit, there is a chance that its stock may be too volatile in the near term. Buying when the company turns a profit is the safer bet.Coursera (COURS), the online learning platform founded in 2012 by former Stanford University computer science professors Daphne Koller and Andrew Ng, filed itsIPO prospectuswith the Securities and Exchange Commission (SEC). The Mountain View, California-based company offers individuals access to over 4,000 Massive Open Online Courses (MOOCs) from 200 educational institutions and corporations. The company also offers over two dozen degree programs at prices lower than what a learner would pay at a traditional, in-person institution. As the company grows its offering, it will be able to compete head-to-head with other “online program management” (OPM) providers, such as 2U(NASDAQ:TWOU), which is already publicly traded, and Noodle Partners.Ng’sshareholder letter in the S-1articulated clearly just what the company is about:“We believe that education is the source of human progress. In today’s economy in which the skills needed to succeed are rapidly evolving, education is becoming more important than ever. As automation and digital disruption are poised to replace unprecedented numbers of jobs worldwide, giving workers the opportunity to upskill and reskill will be crucial to raising global living standards and increasing social equity. Online education will play a critical role, enabling anyone, anywhere, to gain the valuable skills they need to earn a living in an increasingly digital economy.”The filing lists Morgan Stanley, Goldman Sachs and Citigroup as underwriters. The number of shares and the price range of the proposed offering are yet to be determined.According to PitchBook data, Coursera’s most recent valuation in the private markets was $2.5 billion. To date, the company has raised $464 million in venture capital, most recently,$130 million in a Series F roundlast July. Coursera’s biggest institutional shareholders are New Enterprise Associates (18.3% of company stock), G Squared (15.9%) and Kleiner Perkins (9.2%).Operating ResultsThe company earned $293 million in revenues for the fiscal year ended December 31, 2020, up 59% from 2019. Net losses widened by about $20 million year-on-year, reaching $66.8 million in 2020. Revenues shot up as a result of the Covid-19 pandemic’s effect on traditional education. In tandem with rising demand, operating costs associated with the company’s services rose, largely driven by the freemium content and marketing expenses. Coursera added over 12,000 new degree learners across the two years ended December 31, 2020 at an average acquisition cost of just below $2,000. The number of registered users rose by 65% year-on-year in 2020. Coursera’s accumulated deficit since its founding stood at $343.6 million as of December 31, 2020. The company does not expect to turn a profit in the foreseeable future.The company’sCoursera for Campus,launched in late 2019to enable colleges to offer its library of MOOCs to their students, has been a key driver of recent revenue growth. At the start of the pandemic, Coursera made the program free to tertiary institutions until Sept. 30, 2020. Over 4,000 tertiary institutions from across the world signed up for the program, which, according to the company’s S-1 filing, makes it, “one of our fastest growing offerings”. As of December 31, 2020, over 130 tertiary institutions were paying for it.At this point, it is hard to predict what the end of the pandemic would have on the company’s operating results.The Strategy and Market OpportunityCoursera is one of the most disruptive firms in the world. It has a flywheel approach to value creation, with significant price-to-cost advantages versus its competition. The company reported that about half of its new degree students in 2020 had been previously registered with Coursera and that its average student acquisition cost was less than $2,000. Its average student acquisition cost is lower than the industry standard. The edu-tech platform is able to efficiently acquire learners at scale because of the huge number of free, high-quality courses that it offers in partnership with top educational institutions and corporations; its ability to personalize content based on its wealth of data; the strength of word-of-mouth promotion by learners; the profitability of its affiliate paid marketing channel.The platform offers a number of education tracks, for example:Specializations: A learner can pay between $39 and $99 a month for job-specific content across over 500 categories.MasterTrack Certificates: For a quarter to a year, a learner can earn a certificate issued by a university-issued certificate. Prices range from $2,000 to $6,000.Bachelor’s or Master’s Degrees: Fees range from $9,000 to $45,000.Coursera for Enterprise: Through this platform, businesses, educational institutions and governments can deploy content to their learners.In response to the Covid-19 pandemic, Coursera partnered with over 330 government agencies across 30 U.S. states and cities and 70 countries as part of itsCoursera Workforce Recovery Initiative, which gave governments the chance to offer unemployed workers free access to thousands of business, data science, and technology courses from companies such as Amazon(NASDAQ:AMZN)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL).The company has 77 million registered learners, as well as over 2,000 businesses (including 25% of Fortune 500 companies) and 100 government agencies who paid for its enterprise offerings. The majority of its revenue (51%) was earned outside of the United States. Converting only a fraction of its 77 million registered users into paid users would change the economics of customer acquisition. The company’s present scale is a huge competitive advantage in the market.A learner’s curriculum is designed to be “stackable”, which is to say that a learner can go through a domain in an incremental fashion. The company is able to leverage the huge volume of data it has accumulated from its over 220 million enrollments to personalize content. So, for example, Coursera’s Skills Graphs can suggest paths for job skills.Coursera uses technology to drive down distribution costs, make content more affordable, extend access to less economically-endowed regions, help learners keep abreast of emerging skills, and grow its market opportunity. The Covid-19 pandemic has only accelerated secular trends towards the use of technology in education.The size of the addressable market is massive and it’s easy to see why.An August 2020 study by the United Nationsdemonstrates the degree of disruption brought on by the Covid-19 pandemic: of the 1.6 billion students in 190 countries covered in the report, or 94% of the world’s students, were prevented from going to school because of Covid-19 pandemic related school closures.In 2017, the World Bank indicated thatof the 200 million college students in the world, many do not have job-specific skills.The Covid-19 pandemic and prior secular trends suggest that the future of education is in blended classrooms, job-specific education and continuous, lifelong education. Online learning platforms like Coursera will be the primary means through which educational content is delivered.Globally, spending on higher education in 2019 was $2.2 trillion,according to HolonIQ. Spending on online degrees was $36 billion and is predicted to reach $74 billion by 2025.With a huge, existing learner base; a strong brand; and the significant advantages detailed above, Coursera is likely to grab a significant amount of the market’s growth. Of thescenarios for the future of education, it seems that Coursera will continue to grow.ConclusionCoursera seems poised to meet the challenges of a changing education landscape. With its vast, existing user base, its flywheel model, its competitive advantages, and its existence in a huge and growing addressable market, the company is likely to do very well. The company’s value proposition is compelling. However, long run success does not equate to a good investment in the short run. An unprofitable company like Coursera is likely to be very volatile on the markets until it reaches profitability. It is better to wait for Coursera to turn a profit before investing in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354937403,"gmtCreate":1617117499702,"gmtModify":1704696138287,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>still holding","listText":"<a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>still holding","text":"$Netflix(NFLX)$still holding","images":[{"img":"https://static.tigerbbs.com/f20126369b7764dee00544188f9ce105","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354937403","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":352607144,"gmtCreate":1616942032588,"gmtModify":1704800109840,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"This is crazy","listText":"This is crazy","text":"This is crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352607144","repostId":"1198593189","repostType":4,"repost":{"id":"1198593189","kind":"news","pubTimestamp":1616769468,"share":"https://ttm.financial/m/news/1198593189?lang=&edition=fundamental","pubTime":"2021-03-26 22:37","market":"fut","language":"en","title":"Suez Canal blockage is delaying an estimated $400 million an hour in goods","url":"https://stock-news.laohu8.com/highlight/detail?id=1198593189","media":"cnbc","summary":"KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the can","content":"<div>\n<p>KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Suez Canal blockage is delaying an estimated $400 million an hour in goods</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuez Canal blockage is delaying an estimated $400 million an hour in goods\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:37 GMT+8 <a href=https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/03/25/suez-canal-blockage-is-delaying-an-estimated-400-million-an-hour-in-goods.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198593189","content_text":"KEY POINTS\n\nLloyd’s List calculates blockage is costing $400 million an hour.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a day.\nThe blockage is further stressing an already strained supply chain.\n\nThe stranded mega-container vessel, Ever Given in the Suez Canal, is holding up an estimated $400 million an hour in trade, based on the approximate value of goods that are moved through the Suez every day, according to shipping data and news company Lloyd’s List.\nLloyd’s values the canal’s westbound traffic at roughly $5.1 billion a day, and eastbound traffic at around $4.5 billion a day. The blockage is further stressing an already strained supply chain, said Jon Gold, vice president of supply chain and customs policy for the National Retail Federation.\n“Every day that the vessel remains wedged across the canal adds delays to normal cargo flows,” he said, adding that the trade group’s members are actively working with carriers to monitor the situation and determine the best mitigation strategies. “Many companies continue to struggle with supply chain congestion and delays stemming from the pandemic. There is no doubt the delays will ripple through the supply chain and cause additional challenges.”\nA satellite image shows stranded container ship Ever Given after it ran aground in Suez Canal, Egypt March 25, 2021.\nThe Suez Canal, which separates Africa from Asia, is one of the busiest trade routes in the world, with approximately 12% of total global trade moving through it. Energy exports like liquified natural gas, Crude oil, and refined oil make up 5% to 10% of global shipments. The rest of the traffic is largely consumer products ranging from fire pits to clothing, furniture, manufacturing, auto parts and exercise equipment.\n“The key to this problem hinges on how much longer it will take to move the Ever Given,” explained Alan Baer, President of logistics provider, OL USA LLC. “USA importers face arrival delays of three days right now and this will continue to grow as long as the disruption continues.”\nHorn of Africa\nThe Suez has provided some relief for global importers as they increasingly relied on it last year to avoid massive congestion at West Coast ports in the U.S. that added days, if not weeks, to some deliveries coming from Asia.\nBaer, who has containers on vessels stuck in both lanes of the Suez Canal, said if it stays closed, vessels will be diverted and go around the horn of Africa, which adds an additional seven to nine days to a trip.\nAccording to BIMCO, the largest of the international shipping associations representing shipowners, the bottleneck will only continue to grow and impact supplies.\n“Everyone is making contingency plans as we speak,” said Peter Sand, chief shipping analyst at BIMCO.\nBIMCO\n“Carriers run a third of their Asia trade strings to the U.S. East Coast via the Suez and two-thirds via Panama Canal,” said Baer. “Disruption is also hitting the import trade from India as well as the Middle East.”\nClearing the backlog\nAccording to the World Shipping Council, the Suez canal’s daily vessel throughput capacity is 106. If the canal is closed for two days, it will then take two additional days after re-opening to clear the backlog. The longer the delay, the longer it will take to move out the vessels.\nLars Jensen, CEO of Sea Intelligence Consulting, tells CNBC the schedule reliability for container vessels is already in disarray as a result of the pandemic.\n“Right now two out of three container vessels arrive late,” he explained. “And when they are late, they are on average five days late,” he said, adding that a two-day delay isn’t a major problem. “However, the longer this drags out, the worse it gets because you are then talking about effectively removing vessel capacity as well as containers at a point in time where they are already in short supply.”\nStranded container ship Ever Given, one of the world’s largest container ships, is seen after it ran aground, in Suez Canal, Egypt March 25, 2021.\nInventory impact\nIn addition to delaying thousands of containers loaded with consumer items, the stranded ship has also tied up empty containers, which are key for Chinese exports.\n“Containers are already scarce in China and the backup in the Suez will further stress the inventory,” explained Jon Monroe, maritime trade and logistics consultant with Jon Monroe Consulting. “We are back to a pre-Chinese New Year environment where factories are running at full steam and are struggling to find containers as well as space for their finished goods.”\nThis delay will impact the arrival of U.S. imports that fill store shelves as well as U.S. manufacturing components.\n“Before the Suez Canal disruption, we were expecting the container situation to get worse in April because we were already seeing the scarcity of containers,” said Monroe. “This canal closure will not help. You will start to see product piling up on factory floors.”\nConsumer demand\nChinese manufacturers are responding to the tremendous global orders for their goods. Pandemic lockdowns have fueled consumer demand over the last year. As a result, a continuous historic flow of vessels holding millions of containers is clogging ports and slowing down processing. The delays have been costly.\nNikealong with retailersCrocs,Gap,Peloton,Footlocker,Five Below,William Sonoma,Steve Madden,Whirlpool,Urban Outfitters, and Tesla all cited supply chain problems impacting their business this quarter.\nBrian Bourke, Chief Growth Officer of SEKO Logistics tells CNBC, the blockage is creating the perfect storm for retailers who are struggling to restock.\n“The timing of this could not be worse,” he said. “You have stimulus checks going into the hands of consumers. After every stimulus check, we have seen a huge surge in product volume. We are talking to businesses that are running out of inventory. How can you have a stimulus if you can’t buy anything? Your wait for your couch can be longer than three months.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352607065,"gmtCreate":1616941984557,"gmtModify":1704800109677,"author":{"id":"3575775447152697","authorId":"3575775447152697","name":"RWRW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575775447152697","authorIdStr":"3575775447152697"},"themes":[],"htmlText":"Like this thanks","listText":"Like this thanks","text":"Like this thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352607065","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://ttm.financial/m/news/1111192234?lang=&edition=fundamental","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.</p>","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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</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 Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8 <a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. 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