巴特菲2021 personal page - To The Moon

巴特菲2021

巴特菲2021

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2023-03-25

$SIIC ENVIRONMENT HOLDINGS LTD.(BHK.SI)$

2022-07-27

Yaya

2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist

2022-06-27

Yaya

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

2022-06-29

$REX INTERNATIONAL HOLDING LTD(5WH.SI)$down.....down....

2022-12-04

Yaua

2022-12-04

Gogogo

2022-12-04

Yaya

2022-12-03

Go go go , Tiger world cup.

2022-12-03

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-07-06

Yaya

@Daily_Discussion:🔥[6th Jul]Trading plans that you can't miss from Tiger users

2022-07-03

$Exxon Mobil(XOM)$gogogogo

Go to Tiger App to see more news

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go go , Tiger world cup.","listText":"Go go go , Tiger world cup.","text":"Go go go , Tiger world cup.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964918361","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964918924,"gmtCreate":1670048950368,"gmtModify":1676538295767,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575877386336075","authorIdStr":"3575877386336075"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964918924","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" 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While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909413086,"gmtCreate":1658902384845,"gmtModify":1676536226915,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575877386336075","authorIdStr":"3575877386336075"},"themes":[],"htmlText":"Yaya&nbsp;","listText":"Yaya&nbsp;","text":"Yaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9909413086","repostId":"2254584635","repostType":4,"repost":{"id":"2254584635","kind":"highlight","pubTimestamp":1658881714,"share":"https://ttm.financial/m/news/2254584635?lang=&edition=fundamental","pubTime":"2022-07-27 08:28","market":"us","language":"en","title":"2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2254584635","media":"Motley Fool","summary":"Money managers were buying these stocks even as the market was sinking in the first quarter.","content":"<html><head></head><body><p>Currently, the <b>Nasdaq Composite</b> is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.</p><p>Despite that turbulence, some of the world&#39;s wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.</p><h2><b>1. Datadog</b></h2><p>John Overdeck of Two Sigma Investments has a sizable stake in <b>Datadog</b>. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.</p><p>Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.</p><p>Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.</p><p>In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.</p><p>In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.</p><p>Currently, shares trade at 25 times sales, which certainly isn&#39;t cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.</p><h2>2. Salesforce</h2><p>Robert Shafir of Sculptor Capital has amassed a sizable stake in <b>Salesforce</b>. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.</p><p>Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.</p><p>CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.</p><p>In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.</p><p>Management puts its total addressable market at $248 billion by 2025, and the company&#39;s capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.</p><p>Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir&#39;s lead and buy this growth stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254584635","content_text":"Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.Despite that turbulence, some of the world's wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.1. DatadogJohn Overdeck of Two Sigma Investments has a sizable stake in Datadog. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.Currently, shares trade at 25 times sales, which certainly isn't cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.2. SalesforceRobert Shafir of Sculptor Capital has amassed a sizable stake in Salesforce. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.Management puts its total addressable market at $248 billion by 2025, and the company's capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir's lead and buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070733789,"gmtCreate":1657104269441,"gmtModify":1676535949847,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575877386336075","authorIdStr":"3575877386336075"},"themes":[],"htmlText":"Yaya&nbsp;","listText":"Yaya&nbsp;","text":"Yaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070733789","repostId":"9070560697","repostType":1,"repost":{"id":9070560697,"gmtCreate":1657075408126,"gmtModify":1676535945253,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🔥[6th Jul]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not inve","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not inve","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not inve","images":[{"img":"https://community-static.tradeup.com/news/444fc775f57243a9fe038a07f1253cc0","width":"664","height":"402"},{"img":"https://community-static.tradeup.com/news/688c29a0cce9529241b8e5003b78cbb3","width":"524","height":"240"},{"img":"https://community-static.tradeup.com/news/e9d690db4973446aaf4cfb7dce98c315","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070560697","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047063478,"gmtCreate":1656830213794,"gmtModify":1676535901712,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575877386336075","authorIdStr":"3575877386336075"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$</a>gogogogo","listText":"<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$</a>gogogogo","text":"$Exxon Mobil(XOM)$gogogogo","images":[{"img":"https://community-static.tradeup.com/news/bfb83eea8e50bf8185eac1c106f40d9f","width":"1080","height":"1969"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047063478","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9042643163,"gmtCreate":1656472021352,"gmtModify":1676535836430,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575877386336075","authorIdStr":"3575877386336075"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>down.....down....","listText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>down.....down....","text":"$REX INTERNATIONAL HOLDING LTD(5WH.SI)$down.....down....","images":[{"img":"https://community-static.tradeup.com/news/39a1f7f4df6a34f22c60fa5b256ce18e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042643163","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046042133,"gmtCreate":1656286947622,"gmtModify":1676535797592,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575877386336075","authorIdStr":"3575877386336075"},"themes":[],"htmlText":"Yaya","listText":"Yaya","text":"Yaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046042133","repostId":"1134361631","repostType":4,"repost":{"id":"1134361631","kind":"news","pubTimestamp":1656239754,"share":"https://ttm.financial/m/news/1134361631?lang=&edition=fundamental","pubTime":"2022-06-26 18:35","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1134361631","media":"Motley Fool","summary":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advan","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Meta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.</li><li>Micron trades near multiyear low multiples of its book value.</li><li>Bank of America can weather any storm and benefits from higher rates.</li></ul><p>In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.</p><p>In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.</p><p>Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></p><p>Warren Buffett once said, &#34;You pay a high price for a cheery consensus,&#34; and you couldn&#39;t get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that&#39;s why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.</p><p>Meta&#39;s problems are many. Last year&#39;s iOS changes to Apple&#39;s Identity for Advertisers made Facebook&#39;s ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook&#39;s price per ad, since ads in these areas will be less targeted.</p><p>Then there&#39;s the TikTok threat. The ascendant short-video app has been eating into teenagers&#39; online engagement, at the expense of Facebook and Instagram. Meta&#39;s response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok&#39;s messaging functionality.</p><p>Finally, investors have also soured on the company&#39;s metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.</p><p>Yet if one is really looking out years, Meta&#39;s stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company&#39;s losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta&#39;s huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok&#39;s recent success.</p><p>Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook&#39;s new Reels feature actually finds success, just as Stories eventually defended Meta&#39;s platform against Snap. If that happens, shares could go significantly higher, as long as we don&#39;t have a long and deep recession.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></p><p>Micron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today&#39;s most leading-edge nodes before rivals.</p><p>Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That&#39;s the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron&#39;s cyclicality means its low P/E ratio doesn&#39;t tell us much. However, Micron&#39;s price-to-book ratio is now in the neighborhood of previous troughs.</p><p>Not only that, but as you can see, Micron&#39;s price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.</p><p>Not only that, but Micron&#39;s book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it&#39;s expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron&#39;s book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.</p><p>No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></p><p>Another stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett&#39;s favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of &#34;smart growth,&#34; selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA&#39;s balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.</p><p>Moreover, Bank of America&#39;s lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank&#39;s revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank&#39;s investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.</p><p>The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year&#39;s first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.</p><p>In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 18:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","META":"Meta Platforms, Inc.","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134361631","content_text":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any storm and benefits from higher rates.In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.Meta PlatformsWarren Buffett once said, \"You pay a high price for a cheery consensus,\" and you couldn't get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that's why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.Meta's problems are many. Last year's iOS changes to Apple's Identity for Advertisers made Facebook's ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook's price per ad, since ads in these areas will be less targeted.Then there's the TikTok threat. The ascendant short-video app has been eating into teenagers' online engagement, at the expense of Facebook and Instagram. Meta's response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok's messaging functionality.Finally, investors have also soured on the company's metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.Yet if one is really looking out years, Meta's stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company's losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta's huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok's recent success.Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook's new Reels feature actually finds success, just as Stories eventually defended Meta's platform against Snap. If that happens, shares could go significantly higher, as long as we don't have a long and deep recession.Micron TechnologyMicron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today's most leading-edge nodes before rivals.Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That's the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron's cyclicality means its low P/E ratio doesn't tell us much. However, Micron's price-to-book ratio is now in the neighborhood of previous troughs.Not only that, but as you can see, Micron's price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.Not only that, but Micron's book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it's expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron's book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.Bank of AmericaAnother stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett's favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of \"smart growth,\" selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA's balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.Moreover, Bank of America's lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank's revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank's investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year's first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943787613,"gmtCreate":1679724316933,"gmtModify":1679724319818,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BHK.SI\">$SIIC ENVIRONMENT HOLDINGS LTD.(BHK.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/BHK.SI\">$SIIC ENVIRONMENT HOLDINGS LTD.(BHK.SI)$ &nbsp;</a>","text":"$SIIC ENVIRONMENT HOLDINGS LTD.(BHK.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943787613","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909413086,"gmtCreate":1658902384845,"gmtModify":1676536226915,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"Yaya&nbsp;","listText":"Yaya&nbsp;","text":"Yaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9909413086","repostId":"2254584635","repostType":4,"repost":{"id":"2254584635","kind":"highlight","pubTimestamp":1658881714,"share":"https://ttm.financial/m/news/2254584635?lang=&edition=fundamental","pubTime":"2022-07-27 08:28","market":"us","language":"en","title":"2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2254584635","media":"Motley Fool","summary":"Money managers were buying these stocks even as the market was sinking in the first quarter.","content":"<html><head></head><body><p>Currently, the <b>Nasdaq Composite</b> is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.</p><p>Despite that turbulence, some of the world&#39;s wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.</p><h2><b>1. Datadog</b></h2><p>John Overdeck of Two Sigma Investments has a sizable stake in <b>Datadog</b>. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.</p><p>Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.</p><p>Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.</p><p>In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.</p><p>In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.</p><p>Currently, shares trade at 25 times sales, which certainly isn&#39;t cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.</p><h2>2. Salesforce</h2><p>Robert Shafir of Sculptor Capital has amassed a sizable stake in <b>Salesforce</b>. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.</p><p>Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.</p><p>CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.</p><p>In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.</p><p>Management puts its total addressable market at $248 billion by 2025, and the company&#39;s capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.</p><p>Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir&#39;s lead and buy this growth stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254584635","content_text":"Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.Despite that turbulence, some of the world's wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.1. DatadogJohn Overdeck of Two Sigma Investments has a sizable stake in Datadog. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.Currently, shares trade at 25 times sales, which certainly isn't cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.2. SalesforceRobert Shafir of Sculptor Capital has amassed a sizable stake in Salesforce. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.Management puts its total addressable market at $248 billion by 2025, and the company's capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir's lead and buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046042133,"gmtCreate":1656286947622,"gmtModify":1676535797592,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"Yaya","listText":"Yaya","text":"Yaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046042133","repostId":"1134361631","repostType":4,"repost":{"id":"1134361631","kind":"news","pubTimestamp":1656239754,"share":"https://ttm.financial/m/news/1134361631?lang=&edition=fundamental","pubTime":"2022-06-26 18:35","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1134361631","media":"Motley Fool","summary":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advan","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Meta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.</li><li>Micron trades near multiyear low multiples of its book value.</li><li>Bank of America can weather any storm and benefits from higher rates.</li></ul><p>In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.</p><p>In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.</p><p>Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.</p><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></p><p>Warren Buffett once said, &#34;You pay a high price for a cheery consensus,&#34; and you couldn&#39;t get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that&#39;s why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.</p><p>Meta&#39;s problems are many. Last year&#39;s iOS changes to Apple&#39;s Identity for Advertisers made Facebook&#39;s ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook&#39;s price per ad, since ads in these areas will be less targeted.</p><p>Then there&#39;s the TikTok threat. The ascendant short-video app has been eating into teenagers&#39; online engagement, at the expense of Facebook and Instagram. Meta&#39;s response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok&#39;s messaging functionality.</p><p>Finally, investors have also soured on the company&#39;s metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.</p><p>Yet if one is really looking out years, Meta&#39;s stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company&#39;s losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta&#39;s huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok&#39;s recent success.</p><p>Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook&#39;s new Reels feature actually finds success, just as Stories eventually defended Meta&#39;s platform against Snap. If that happens, shares could go significantly higher, as long as we don&#39;t have a long and deep recession.</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></p><p>Micron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today&#39;s most leading-edge nodes before rivals.</p><p>Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That&#39;s the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron&#39;s cyclicality means its low P/E ratio doesn&#39;t tell us much. However, Micron&#39;s price-to-book ratio is now in the neighborhood of previous troughs.</p><p>Not only that, but as you can see, Micron&#39;s price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.</p><p>Not only that, but Micron&#39;s book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it&#39;s expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron&#39;s book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.</p><p>No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></p><p>Another stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett&#39;s favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of &#34;smart growth,&#34; selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA&#39;s balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.</p><p>Moreover, Bank of America&#39;s lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank&#39;s revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank&#39;s investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.</p><p>The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year&#39;s first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.</p><p>In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buy and Hold These 3 Value Stocks for Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 18:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","META":"Meta Platforms, Inc.","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/06/26/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134361631","content_text":"KEY POINTSMeta Platforms has a lot of problems, but its stock is too cheap given its scale and advantages.Micron trades near multiyear low multiples of its book value.Bank of America can weather any storm and benefits from higher rates.In tough times, buying stocks with staying power at low prices can help you sleep at night and hold for the long term.In a brutal bear market, one of the things that may allow you to sleep well at night is investing in value stocks. Value is a somewhat relative term, but generally, it denotes low-priced stocks based on a multiple of earnings or book value. While high-flying growth stocks trading at lofty multiples have huge downside potential if sentiment changes around their prospects, value stocks have a more solid ground on which to stand.Right now, the following high-quality stocks have fallen to bargain levels. While their prices could fall further from here and results could suffer in the near term, these are resilient companies that should bounce back eventually, making them solid long-term picks for your portfolio today.Meta PlatformsWarren Buffett once said, \"You pay a high price for a cheery consensus,\" and you couldn't get a less cheery consensus than investors have on Meta Platforms (META 7.19%) right now. Perhaps that's why the dominant social media platform with outstanding financial characteristics trades at less than 12 times earnings.Meta's problems are many. Last year's iOS changes to Apple's Identity for Advertisers made Facebook's ad targeting less precise; ditto for a recent settlement with federal housing officials on Tuesday, by which Facebook will have to change its algorithms on housing, employment, and credit, to exclude certain characteristics around race, religion, and sex. These new regulations threaten Facebook's price per ad, since ads in these areas will be less targeted.Then there's the TikTok threat. The ascendant short-video app has been eating into teenagers' online engagement, at the expense of Facebook and Instagram. Meta's response? To make its app look more like TikTok. Management has been rolling out new changes to Facebook, which include showing more TikTok-like Reels, specifically from creators and not just immediate friends and family. A final change includes reintegrating Messenger into Facebook to mimic TikTok's messaging functionality.Finally, investors have also soured on the company's metaverse bet; if we are in fact going into a slowdown or recession, as some predict, then spending tens of billions of dollars with no payoff for five or 10 years is not what investors want to see.Yet if one is really looking out years, Meta's stock seems awfully cheap, and it has a history of successfully adapting its platform to counter rivals. In fact, backing out the company's losses from its Reality Labs metaverse segment, and operating profits would have been about 25% higher last quarter. That essentially means if the company stopped investing in the metaverse, it would trade around 10 times earnings. Meanwhile, Meta still had $44 billion in cash on its balance sheet, and it continues to repurchase stock. Meta's huge cash flows should also allow it to outspend TikTok in attracting creators to make more high-quality Reels for Facebook to counter TikTok's recent success.Meanwhile, the overall digital advertising segment is still growing strongly, so even if Meta loses market share, it should still grow. And of course, there is always the possibility Facebook's new Reels feature actually finds success, just as Stories eventually defended Meta's platform against Snap. If that happens, shares could go significantly higher, as long as we don't have a long and deep recession.Micron TechnologyMicron Technology is one of only three manufacturers of DRAM memory and one of five manufacturers of NAND flash storage chips, with huge barriers to entry in this capital and research-intensive sector. Furthermore, the memory industry is set to grow over the long term, as memory use is growing not only in PCs an smartphones, but increasingly in memory-hungry data centers, industrial applications, and electric and autonomous vehicles. Moreover, Micron has been outperforming the industry in recent years, reaching today's most leading-edge nodes before rivals.Yet when fears of a recession are in the air, Micron tends to sell off to very cheap levels. That's the case today, with the stock at around 1.3 times book value, and just seven times trailing earnings. Of course, since the price of memory fluctuates, Micron's cyclicality means its low P/E ratio doesn't tell us much. However, Micron's price-to-book ratio is now in the neighborhood of previous troughs.Not only that, but as you can see, Micron's price-to-book valuation tends to bottom out at a higher level with each passing cycle. This is because greater and greater scale, consolidation among top memory producers over time, and the increasing difficulty of producing leading-edge supply has made memory companies more profitable, with margins reaching higher highs and lows through each cycle.Not only that, but Micron's book value is also understated at the moment. The company is set to report its fiscal third-quarter earnings on June 30, in which it's expected to earn $2.46 per share. Subtracting out its $0.10 dividend, Micron should probably add about $2.36 to its book value per share, which would probably bring Micron's book value to around $45 at present. That means the current price-to-book ratio is really around 1.25.No doubt, the next few quarters could be rough. But for long-term investors, this valuation could end up being a nice entry point, given the long-term growth trajectory for memory chips.Bank of AmericaAnother stock that has cratered on cyclical fears is Bank of America (BAC 0.72%), which is Buffett's favorite bank. Bank of America currently trades at just 9.3 times earnings because of fears of an oncoming recession; however, the company is well positioned to ride out any particular storm. CEO Brian Moynihan has pursued a strategy of \"smart growth,\" selectively growing the business while keeping risk low. Charge-offs are currently near historic lows for the bank, and BofA's balance sheet is sound, with a Common Equity Tier 1 ratio of 10.4%.Moreover, Bank of America's lending-centric model is more interest rate sensitive than most other large banks. Management said in its first-quarter presentation that a 100-basis-point parallel increase in rates would add about $5.4 billion in net interest income to the bank's revenues over 12 months, a 12% increase over its trailing 12-month figure. As mortgages and other rates have climbed recently, Bank of America should benefit, as that extra interest income will fall to its bottom line. While the bank's investment banking wing is currently suffering from a lack of new IPOs and debt issuances, Bank of America is less exposed there than are other large money-center banks.The company also continues to wring costs out of its system, with non-financial expenses decreasing 1% compared with last year's first quarter, despite an increase in salaries. This has been a pleasant ongoing theme, as Bank of America continues to benefit from lower costs brought on through digital transformation. These cost reductions occurred even as the bank continued to grow its loan book 10% last quarter.In all, Bank of America looks really cheap, but even if the worst happens, it looks as if it can weather the storm. Meanwhile, shareholders will continue to receive its 2.6% and growing dividend, along with share repurchases while they wait for the economic cycle to turn more positive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042643163,"gmtCreate":1656472021352,"gmtModify":1676535836430,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>down.....down....","listText":"<a href=\"https://ttm.financial/S/5WH.SI\">$REX INTERNATIONAL HOLDING LTD(5WH.SI)$</a>down.....down....","text":"$REX INTERNATIONAL HOLDING 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go go , Tiger world cup.","listText":"Go go go , Tiger world cup.","text":"Go go go , Tiger world cup.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964918361","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964918924,"gmtCreate":1670048950368,"gmtModify":1676538295767,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964918924","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070733789,"gmtCreate":1657104269441,"gmtModify":1676535949847,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"Yaya&nbsp;","listText":"Yaya&nbsp;","text":"Yaya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070733789","repostId":"9070560697","repostType":1,"repost":{"id":9070560697,"gmtCreate":1657075408126,"gmtModify":1676535945253,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667621665671","idStr":"3527667621665671"},"themes":[],"title":"🔥[6th Jul]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not inve","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not inve","text":"Hi, Tigers!Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not inve","images":[{"img":"https://community-static.tradeup.com/news/444fc775f57243a9fe038a07f1253cc0","width":"664","height":"402"},{"img":"https://community-static.tradeup.com/news/688c29a0cce9529241b8e5003b78cbb3","width":"524","height":"240"},{"img":"https://community-static.tradeup.com/news/e9d690db4973446aaf4cfb7dce98c315","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070560697","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047063478,"gmtCreate":1656830213794,"gmtModify":1676535901712,"author":{"id":"3575877386336075","authorId":"3575877386336075","name":"巴特菲2021","avatar":"https://static.tigerbbs.com/3f359d60a65242b63882431568c8436a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575877386336075","idStr":"3575877386336075"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$</a>gogogogo","listText":"<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$</a>gogogogo","text":"$Exxon Mobil(XOM)$gogogogo","images":[{"img":"https://community-static.tradeup.com/news/bfb83eea8e50bf8185eac1c106f40d9f","width":"1080","height":"1969"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047063478","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}