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2022-01-04

$Teladoc Health Inc.(TDOC)$hmm

2021-07-29

Cool

Musk confirms Tesla AI Day will be on August 19

2021-07-07

Oh

Dow, S&P 500 fall as financials drag; Nasdaq at record

2021-07-02

Cool

5 Warren Buffett Favorites To Keep An Eye On

2021-07-01

Like

EV Stocks surged in Thursday morning trading

2021-06-29

Nice

3 Stocks To Watch Today Based On High Retail-Investor Interest

2021-06-29

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Palantir: On Building A Dynasty

2021-06-25

Nice!

Nike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate

2021-06-04

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Is It Time to Buy the Dow Jones' 3 Worst Performing May Stocks?

2021-06-02

Wow

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2021-05-09

Cool

US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week

2021-05-09

Cool

Forget Dogecoin -- This Stock Is a Better Buy

2021-04-22

Wow

Wall Street slips off record highs, Tesla drops after fatal crash

2021-04-20

Cool

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2021-04-20

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Inc.(TDOC)$hmm","images":[{"img":"https://static.itradeup.com/news/d73003d4e809974c4bac6ec5cd79aeee","width":"750","height":"2388"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001604355","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":808687683,"gmtCreate":1627574071442,"gmtModify":1703492749350,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808687683","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627572541,"share":"https://ttm.financial/m/news/1179174010?lang=&edition=fundamental","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. 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Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140033646,"gmtCreate":1625618720785,"gmtModify":1703744953215,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140033646","repostId":"1106187901","repostType":4,"repost":{"id":"1106187901","kind":"news","pubTimestamp":1625612872,"share":"https://ttm.financial/m/news/1106187901?lang=&edition=fundamental","pubTime":"2021-07-07 07:07","market":"hk","language":"en","title":"Dow, S&P 500 fall as financials drag; Nasdaq at record","url":"https://stock-news.laohu8.com/highlight/detail?id=1106187901","media":"CNBC","summary":"Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that ma","content":"<div>\n<p>Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that maybe the best of the economic recovery from the pandemic is behind us.\nThe Dow Jones Industrial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.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>Dow, S&P 500 fall as financials drag; Nasdaq at record</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\">\nDow, S&P 500 fall as financials drag; Nasdaq at record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that maybe the best of the economic recovery from the pandemic is behind us.\nThe Dow Jones Industrial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","OEX":"标普100","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","NDAQ":"纳斯达克OMX交易所","SSO":"两倍做多标普500ETF"},"source_url":"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1106187901","content_text":"Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that maybe the best of the economic recovery from the pandemic is behind us.\nThe Dow Jones Industrial Average fell 208.98 points to 34,577.37, dragged down by losses inDow Inc.,Caterpillar,JPMorganandChevron. The S&P 500 dipped 0.2% to 4,343.54 after hitting a record at the open. The 500-stock index snapped a seven-day winning streak, its longest since August. The Nasdaq Composite rose 0.17% to 14,663.64, closing at a new record. U.S. markets were closed for the July 4 Independence Day holiday on Monday.\nAmazonrose 4.7% after the Department of Defensecancelled its $10 billion JEDI cloud contract with Microsoft. Instead, the department is launching a new contract and soliciting proposals from both Amazon and Microsoft. Plus, Andy Jassy officially took over as CEO of Amazon on Monday. Jeff Bezos is now the executive chairman of the board.\nInvestors are juggling several signs that the rapid economic growth from the depths of the pandemic could be peaking. The ISM Services index, a major gauge of the services sector, slowed to 60.1 in June from a record in the prior month, data released Tuesday showed. Economists polled by Dow Jones expected a print of 63.5. This follows Friday’s jobs report, which showed the unemployment raterose back up to 5.9%against the 5.6% expectation.\nBond yields also fell on Monday, with the 10-year Treasury yield below 1.4% — further evidence that investors are doubting the strength of the U.S. economy.\nMany on Wall Street expect smaller and choppier gains from the rest of the year after a strong performance in the first half amid a historic economic reopening. The S&P 500 is up nearly 16% year to date.\n“The U.S. economy is booming, but this is now a known known and asset markets reflect it. What isn’t so clear anymore is at what price this growth will accrue,” Michael Wilson, chief U.S. equity strategist at Morgan Stanley, said in a note. “Higher costs mean lower profits, another reason why the overall equity market has been narrowing... equity markets are likely to take a break this summer as things heat up.”\nWall Street’s consensus year-end target for the S&P 500 stands at 4,276, representing a near 2% loss from the 500-stock average’s current level, according to the CNBC Market Strategist Survey that rounds up 16 top strategists’ forecasts.\n“Everything is perfect and that worries me,” said Sarat Sethi, portfolio manager at DCLA, said on CNBC’s “Squawk Box” on Tuesday. “Since October, we’ve had a 5% correction, that’s it. I do think we’re in a little bit of a euphoria short-term. We do need to be careful and I do think you want to be in secular growth companies, no just chasing the market here because I do think the market’s going to be very picky as to what sectors are going to do well.”\nCiti analysts told clients they are concernedabout central bank policy and see potential that earnings reports, which begin in a few weeks, could fall short of expectations. They suggest July could be “an unsettling month,” due to “loftier inherent expectations” following such strong first-quarter reports.\nU.S. shares of Chinese ride-hailing giantDidi plunged nearly 19.6%after China said new users could not download the app until it conducts a cybersecurity review. The announcement took markets by surprise given that Didi just made its U.S. debut on the NYSE last week.\nWest Texas Intermediate crude rose to asix-year highas a key meeting between oil producer group OPEC and its partners on crude output policyhas been called off. The postponement came as the United Arab Emirates rejected a proposal to extend oil production increase for a second day. At one point on Tuesday, WTI crude hit as high as $76.98, which was the highest price since November 2014, after pulling back before the opening bell. WTI settled at $73.37.\nInvestors await the release of June Federal Open Market Committee meeting minutes due Wednesday for clues about the central bank’s behind-the-scenes discussions on winding down its quantitative easing program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156757263,"gmtCreate":1625238269152,"gmtModify":1703739234116,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156757263","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://ttm.financial/m/news/1196057674?lang=&edition=fundamental","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p>\n<p>Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p>\n<p><b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p>\n<p>Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p>\n<p><b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p>\n<p>Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p>\n<p><b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p>\n<p>Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p>\n<p>Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p>\n<p><b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p>\n<p><b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p>\n<p>A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Warren Buffett Favorites To Keep An Eye On</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\">\n5 Warren Buffett Favorites To Keep An Eye On\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-02 20:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p>\n<p>Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p>\n<p><b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p>\n<p>Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p>\n<p><b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p>\n<p>Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p>\n<p><b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p>\n<p>Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p>\n<p>Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p>\n<p><b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p>\n<p><b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p>\n<p>A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AON":"怡安保险","WFC":"富国银行","AAPL":"苹果","BRK.B":"伯克希尔B","BAC":"美国银行","KO":"可口可乐","MNST":"怪物饮料","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158216826,"gmtCreate":1625150887465,"gmtModify":1703737276553,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158216826","repostId":"1175411154","repostType":4,"repost":{"id":"1175411154","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625146583,"share":"https://ttm.financial/m/news/1175411154?lang=&edition=fundamental","pubTime":"2021-07-01 21:36","market":"us","language":"en","title":"EV Stocks surged in Thursday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1175411154","media":"Tiger Newspress","summary":"EV Stocks surged in Thursday morning trading on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and L","content":"<p>EV Stocks surged in Thursday morning trading&nbsp;on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/a850dc2f94b465cace256883ee0685a8\" tg-width=\"371\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;</p>\n<p>Xpeng&nbsp;delivered&nbsp;6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;</p>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks surged in Thursday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks surged in Thursday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Thursday morning trading&nbsp;on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/a850dc2f94b465cace256883ee0685a8\" tg-width=\"371\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;</p>\n<p>Xpeng&nbsp;delivered&nbsp;6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;</p>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175411154","content_text":"EV Stocks surged in Thursday morning trading on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 6%.\n\nNIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;\nXpeng delivered 6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159836537,"gmtCreate":1624954799629,"gmtModify":1703848742558,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159836537","repostId":"1177242298","repostType":4,"repost":{"id":"1177242298","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624951081,"share":"https://ttm.financial/m/news/1177242298?lang=&edition=fundamental","pubTime":"2021-06-29 15:18","market":"us","language":"en","title":"3 Stocks To Watch Today Based On High Retail-Investor Interest","url":"https://stock-news.laohu8.com/highlight/detail?id=1177242298","media":"Benzinga","summary":"The following three stocks are seeing high interest from retail investors across social media early ","content":"<p>The following three stocks are seeing high interest from retail investors across social media early Tuesday.</p>\n<p><b>Marin Software Inc</b>&nbsp;(NASDAQ:MRIN):</p>\n<p>Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p>\n<p>For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p>\n<p>On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p>\n<p>On the same day, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p>\n<p><b>Workhorse Group Inc</b>(NASDAQ:WKHS):</p>\n<p>In February, Workhorse lost a lucrativeUnited States Postal Service dealafter emerging as a finalist for the contract.</p>\n<p>The company announced a net loss of $120.5 million in Q1 21 compared to a net income of $4.8 million in a similar period last year.</p>\n<p>On Monday, Workhorse emerged as the second&nbsp;most discussed name&nbsp;on r/WallStreetBets or WSB, the Reddit forum best known for short squeezes in&nbsp;<b>GameStop Corporation</b>(NYSE:GME) and&nbsp;<b>AMC Entertainment Holdings Inc</b>(NYSE:AMC).</p>\n<p>On the same day, the company’s shares closed 8.65% higher at $16.96 in the regular session. On a YTD basis, Workhouse shares have fallen 14.3%.</p>\n<p><b>SoFi Technologies Inc</b>(NASDAQ:SOFI):The San Francisco-based personal finance company began trading this month after&nbsp;merging&nbsp;with Chamath Palihapitiya’s Social Capital Hedosophia Holdings V. Palihapitiya’s and SoFi CEO Anthony Noto have known each other for over a decade.</p>\n<p>The company’s products span borrowing, saving, and spending. The company is also naming rights partner of SoFi Stadium, the home of the Los Angeles Chargers and Los Angeles Rams football teams.</p>\n<p>SoFi was the most discussed stock on WallStreetBets on Monday. On the same day, SoFi shares spiked 4.11% to $19.26 in the regular session and rose another 1.25% to $19.50 in the after-hours session.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks To Watch Today Based On High Retail-Investor Interest</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks To Watch Today Based On High Retail-Investor Interest\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-29 15:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>The following three stocks are seeing high interest from retail investors across social media early Tuesday.</p>\n<p><b>Marin Software Inc</b>&nbsp;(NASDAQ:MRIN):</p>\n<p>Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p>\n<p>For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p>\n<p>On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p>\n<p>On the same day, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p>\n<p><b>Workhorse Group Inc</b>(NASDAQ:WKHS):</p>\n<p>In February, Workhorse lost a lucrativeUnited States Postal Service dealafter emerging as a finalist for the contract.</p>\n<p>The company announced a net loss of $120.5 million in Q1 21 compared to a net income of $4.8 million in a similar period last year.</p>\n<p>On Monday, Workhorse emerged as the second&nbsp;most discussed name&nbsp;on r/WallStreetBets or WSB, the Reddit forum best known for short squeezes in&nbsp;<b>GameStop Corporation</b>(NYSE:GME) and&nbsp;<b>AMC Entertainment Holdings Inc</b>(NYSE:AMC).</p>\n<p>On the same day, the company’s shares closed 8.65% higher at $16.96 in the regular session. On a YTD basis, Workhouse shares have fallen 14.3%.</p>\n<p><b>SoFi Technologies Inc</b>(NASDAQ:SOFI):The San Francisco-based personal finance company began trading this month after&nbsp;merging&nbsp;with Chamath Palihapitiya’s Social Capital Hedosophia Holdings V. Palihapitiya’s and SoFi CEO Anthony Noto have known each other for over a decade.</p>\n<p>The company’s products span borrowing, saving, and spending. The company is also naming rights partner of SoFi Stadium, the home of the Los Angeles Chargers and Los Angeles Rams football teams.</p>\n<p>SoFi was the most discussed stock on WallStreetBets on Monday. On the same day, SoFi shares spiked 4.11% to $19.26 in the regular session and rose another 1.25% to $19.50 in the after-hours session.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc.","WKHS":"Workhorse Group, Inc.","MRIN":"Marin Software Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177242298","content_text":"The following three stocks are seeing high interest from retail investors across social media early Tuesday.\nMarin Software Inc (NASDAQ:MRIN):\nLast week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.\nFor the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.\nOn a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.\nOn the same day, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.\nWorkhorse Group Inc(NASDAQ:WKHS):\nIn February, Workhorse lost a lucrativeUnited States Postal Service dealafter emerging as a finalist for the contract.\nThe company announced a net loss of $120.5 million in Q1 21 compared to a net income of $4.8 million in a similar period last year.\nOn Monday, Workhorse emerged as the second most discussed name on r/WallStreetBets or WSB, the Reddit forum best known for short squeezes in GameStop Corporation(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC).\nOn the same day, the company’s shares closed 8.65% higher at $16.96 in the regular session. On a YTD basis, Workhouse shares have fallen 14.3%.\nSoFi Technologies Inc(NASDAQ:SOFI):The San Francisco-based personal finance company began trading this month after merging with Chamath Palihapitiya’s Social Capital Hedosophia Holdings V. Palihapitiya’s and SoFi CEO Anthony Noto have known each other for over a decade.\nThe company’s products span borrowing, saving, and spending. The company is also naming rights partner of SoFi Stadium, the home of the Los Angeles Chargers and Los Angeles Rams football teams.\nSoFi was the most discussed stock on WallStreetBets on Monday. On the same day, SoFi shares spiked 4.11% to $19.26 in the regular session and rose another 1.25% to $19.50 in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159836142,"gmtCreate":1624954785886,"gmtModify":1703848744178,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159836142","repostId":"1115559324","repostType":4,"repost":{"id":"1115559324","kind":"news","pubTimestamp":1624952930,"share":"https://ttm.financial/m/news/1115559324?lang=&edition=fundamental","pubTime":"2021-06-29 15:48","market":"us","language":"en","title":"Palantir: On Building A Dynasty","url":"https://stock-news.laohu8.com/highlight/detail?id=1115559324","media":"seekingalpha","summary":"Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate stayin","content":"<p><b>Summary</b></p>\n<ul>\n <li>Moats are competitive advantages built by businesses to protect profits and generate staying power.</li>\n <li>There are seven types of moats, and great companies generally have two or three. Palantir has all seven.</li>\n <li>These moats will allow Palantir to build an enduringly impactful and profitable business.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361567f2939770c4946a5568ce8dc7e\" tg-width=\"1536\" tg-height=\"1033\"><span>Scott Olson/Getty Images</span></p>\n<p><b>NewsIntroduction: On Building a Dynasty</b></p>\n<p>In the mid 16thcentury, Japan was engaged in all-out civil war.</p>\n<p>Oda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.</p>\n<p>Despite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.</p>\n<p>By the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.</p>\n<p>And so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.</p>\n<p>Despite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.</p>\n<p>So how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?</p>\n<p>A moat, of course.</p>\n<p>Flowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.</p>\n<p>In reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.</p>\n<p><b>Palantir’s Seven Moats</b></p>\n<blockquote>\n <i>Growth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”</i>\n</blockquote>\n<p>-Peter Thiel, Founder &amp; Chairman, Palantir</p>\n<p>In&nbsp;7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.</p>\n<p>Helmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.</p>\n<p>Palantir (PLTR) has all seven.</p>\n<p>I know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.</p>\n<p>No take backs. Palantir has seven moats. Let me show you.</p>\n<p><b>Palantir's Scale Economies</b></p>\n<p><i>The quality of declining unit costs as volume increases</i></p>\n<p>Palantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.</p>\n<p>Gotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”</p>\n<p><b>Acquire</b></p>\n<p>While Palantir<i>is</i>a software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.</p>\n<p>In&nbsp;Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.</p>\n<p><b>Expand</b></p>\n<p>The second phase, Expand, is characterized by<i>value building.</i>Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.</p>\n<p>I know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptor<i>bespoke.</i></p>\n<p>Expand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.</p>\n<p><b>Scale</b></p>\n<p>The word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.</p>\n<blockquote>\n It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.\n</blockquote>\n<p>Source:Palantir S-1</p>\n<p>And also:</p>\n<blockquote>\n <b>We believe that all of our customers will move into the Scale phase over the long term.</b>We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a\n <b>contribution margin during the period of 89%.</b>\n</blockquote>\n<p>Source:Palantir S-1, emphasis mine</p>\n<p>For those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:<b>Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.</b>As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/604faf2a51bd7d6e60abbc5d89663571\" tg-width=\"640\" tg-height=\"378\"><span>Source:Palantir Q4 2020 Business Update</span></p>\n<p><b>Palantir's</b>&nbsp;<b>Network effects</b></p>\n<p><i>The product becomes more valuable as more customers use the product</i></p>\n<p>In Palantir’s S-1, “Generate Network Effects,”&nbsp;is listed&nbsp;within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.</p>\n<blockquote>\n At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.\n</blockquote>\n<p>-Source:Palantir’s S-1</p>\n<p>Imagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).</p>\n<p>As Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.</p>\n<p>I believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.</p>\n<p>The Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended to<i>any</i>pharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.</p>\n<p>This moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.</p>\n<p><b>Palantir's</b>&nbsp;<b>Switching</b>&nbsp;<b>Costs</b></p>\n<p><i>Customers would incur value loss if they switched to a different product supplier</i></p>\n<p>This is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.</p>\n<p>I believe there is a<i>point of no return</i>for customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.</p>\n<p>I believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.</p>\n<p>Palantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.</p>\n<p>Commodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?</p>\n<p><b>Palantir'sBranding</b></p>\n<p><i>The durable attribution of higher value to an objectively identical offering that arises from historical information about the seller</i></p>\n<p>The Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.</p>\n<p>Making this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.</p>\n<p>Palantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.</p>\n<p>This is the publicly traded company the<i>U.S. government hires to manage their nuclear program</i>. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.</p>\n<p>The below press releases were announced over the past two months<i>alone</i>:</p>\n<ul>\n <li>CDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response</li>\n <li>Palantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command</li>\n <li>Palantir and Space Force Expand Partnership</li>\n</ul>\n<p>I don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.</p>\n<p><b>Palantir's</b>&nbsp;<b>Counter-Positioning</b></p>\n<p><i>A newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business</i></p>\n<p>Counter-positioning is a unique moat, I think best represented by Square (SQ) in the&nbsp;digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.</p>\n<p>Palantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.</p>\n<p>For Gotham (Gov’t), the incumbent<i>was</i>the government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.</p>\n<p>DCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70fc6c13c9c0d3ca0b559fd48bdff1da\" tg-width=\"640\" tg-height=\"457\"><span>Source:Palantir S-1 Filing</span></p>\n<p>Palantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.</p>\n<p>Similar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.</p>\n<p>These same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.</p>\n<p>Palantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.</p>\n<p>I have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.</p>\n<p><b>Palantir's</b>&nbsp;<b>Cornered Resources</b></p>\n<p><i>Preferential access at attractive terms to a coveted asset that can independently enhance value</i></p>\n<p>Palantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.</p>\n<blockquote>\n As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”\n</blockquote>\n<p>- Peter Thiel, Co-Founder &amp; Chairman, Palantir,<i>Zero to One</i></p>\n<p>Ten times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.</p>\n<p>Although it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwise<i>never existed</i>. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bd98e9e9f53009b19523de56ceb5dd\" tg-width=\"640\" tg-height=\"384\"><span>Source:Palantir Q4 2020 Business Update</span></p>\n<p>And Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).</p>\n<p>Palantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.</p>\n<p>Palantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.</p>\n<p>As an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:</p>\n<ol>\n <li>Complain about Palantir’s SBC and--</li>\n <li>Argue Palantir does not have a moat of engineering talent</li>\n</ol>\n<p>Palantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.</p>\n<p><b>Palantir's</b>&nbsp;<b>Process Power</b></p>\n<p><i>Embedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment</i></p>\n<p>Process Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.</p>\n<blockquote>\n An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.\n</blockquote>\n<p>-Palantir Q3 2020 Business Update</p>\n<p>Traditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.</p>\n<p>In addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e1a1a03982b19a3b4181802ebb450f6\" tg-width=\"608\" tg-height=\"758\"><span>Source:The Generalist</span></p>\n<p>Palantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033d44206281f6449c0178f2f5943681\" tg-width=\"640\" tg-height=\"402\"><span>Source: Me, with help from Palantir’s S-1 filing</span></p>\n<p>When I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.</p>\n<p>Perhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.</p>\n<p>Said another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.</p>\n<p>Palantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.</p>\n<p><b>Palantir Final Thoughts</b></p>\n<p>I am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.</p>\n<p>Over the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,<i>enduringly valuable</i>. Palantir is building a dynasty.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: On Building A Dynasty</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\">\nPalantir: On Building A Dynasty\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 15:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate staying power.\nThere are seven types of moats, and great companies generally have two or three. Palantir ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115559324","content_text":"Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate staying power.\nThere are seven types of moats, and great companies generally have two or three. Palantir has all seven.\nThese moats will allow Palantir to build an enduringly impactful and profitable business.\n\nScott Olson/Getty Images\nNewsIntroduction: On Building a Dynasty\nIn the mid 16thcentury, Japan was engaged in all-out civil war.\nOda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.\nDespite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.\nBy the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.\nAnd so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.\nDespite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.\nSo how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?\nA moat, of course.\nFlowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.\nIn reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.\nPalantir’s Seven Moats\n\nGrowth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”\n\n-Peter Thiel, Founder & Chairman, Palantir\nIn 7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.\nHelmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.\nPalantir (PLTR) has all seven.\nI know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.\nNo take backs. Palantir has seven moats. Let me show you.\nPalantir's Scale Economies\nThe quality of declining unit costs as volume increases\nPalantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.\nGotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”\nAcquire\nWhile Palantirisa software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.\nIn Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.\nExpand\nThe second phase, Expand, is characterized byvalue building.Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.\nI know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptorbespoke.\nExpand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.\nScale\nThe word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.\n\n It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.\n\nSource:Palantir S-1\nAnd also:\n\nWe believe that all of our customers will move into the Scale phase over the long term.We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a\n contribution margin during the period of 89%.\n\nSource:Palantir S-1, emphasis mine\nFor those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.\nSource:Palantir Q4 2020 Business Update\nPalantir's Network effects\nThe product becomes more valuable as more customers use the product\nIn Palantir’s S-1, “Generate Network Effects,” is listed within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.\n\n At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.\n\n-Source:Palantir’s S-1\nImagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).\nAs Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.\nI believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.\nThe Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended toanypharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.\nThis moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.\nPalantir's Switching Costs\nCustomers would incur value loss if they switched to a different product supplier\nThis is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.\nI believe there is apoint of no returnfor customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.\nI believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.\nPalantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.\nCommodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?\nPalantir'sBranding\nThe durable attribution of higher value to an objectively identical offering that arises from historical information about the seller\nThe Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.\nMaking this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.\nPalantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.\nThis is the publicly traded company theU.S. government hires to manage their nuclear program. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.\nThe below press releases were announced over the past two monthsalone:\n\nCDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response\nPalantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command\nPalantir and Space Force Expand Partnership\n\nI don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.\nPalantir's Counter-Positioning\nA newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business\nCounter-positioning is a unique moat, I think best represented by Square (SQ) in the digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.\nPalantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.\nFor Gotham (Gov’t), the incumbentwasthe government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.\nDCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.\nSource:Palantir S-1 Filing\nPalantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.\nSimilar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.\nThese same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.\nPalantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.\nI have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.\nPalantir's Cornered Resources\nPreferential access at attractive terms to a coveted asset that can independently enhance value\nPalantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.\n\n As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”\n\n- Peter Thiel, Co-Founder & Chairman, Palantir,Zero to One\nTen times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.\nAlthough it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwisenever existed. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.\nSource:Palantir Q4 2020 Business Update\nAnd Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).\nPalantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.\nPalantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.\nAs an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:\n\nComplain about Palantir’s SBC and--\nArgue Palantir does not have a moat of engineering talent\n\nPalantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.\nPalantir's Process Power\nEmbedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment\nProcess Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.\n\n An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.\n\n-Palantir Q3 2020 Business Update\nTraditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.\nIn addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.\nSource:The Generalist\nPalantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.\nSource: Me, with help from Palantir’s S-1 filing\nWhen I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.\nPerhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.\nSaid another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.\nPalantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.\nPalantir Final Thoughts\nI am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.\nOver the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,enduringly valuable. Palantir is building a dynasty.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126547102,"gmtCreate":1624580073006,"gmtModify":1703840736245,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126547102","repostId":"2146023438","repostType":2,"repost":{"id":"2146023438","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624565740,"share":"https://ttm.financial/m/news/2146023438?lang=&edition=fundamental","pubTime":"2021-06-25 04:15","market":"hk","language":"en","title":"Nike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023438","media":"Benzinga","summary":"Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period","content":"<html><body><p>Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period last year.  The company reported quarterly sales of $12.30 billion which beat the analyst consensus estimate of $11.01 billion by 11.72 percent.  This is a 94.84 percent increase over sales of $6.31 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate</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\">\nNike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-25 04:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period last year.  The company reported quarterly sales of $12.30 billion which beat the analyst consensus estimate of $11.01 billion by 11.72 percent.  This is a 94.84 percent increase over sales of $6.31 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://www.benzinga.com/news/earnings/21/06/21713034/nike-q4-eps-0-93-beats-0-51-estimate-sales-12-30b-beat-11-01b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146023438","content_text":"Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period last year.  The company reported quarterly sales of $12.30 billion which beat the analyst consensus estimate of $11.01 billion by 11.72 percent.  This is a 94.84 percent increase over sales of $6.31 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118526059,"gmtCreate":1622740202971,"gmtModify":1704190300631,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118526059","repostId":"2140247164","repostType":4,"repost":{"id":"2140247164","kind":"highlight","pubTimestamp":1622730037,"share":"https://ttm.financial/m/news/2140247164?lang=&edition=fundamental","pubTime":"2021-06-03 22:20","market":"us","language":"en","title":"Is It Time to Buy the Dow Jones' 3 Worst Performing May Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2140247164","media":"Motley Fool","summary":"These are the last three names you want to see weakness from right now.","content":"<p>Most of the time, one stock's single-digit percentage rise or fall in any given month isn't all that interesting. It happens. Stocks are supposed to ebb and flow.</p>\n<p>That's what makes last month's small sell-offs from <b>Apple</b> (NASDAQ:AAPL), <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> (NYSE:V), and<b> Walt Disney </b>(NYSE:DIS) so unremarkable. While these Dow components lost more ground than any of their Dow counterparts, the worst-performing of these -- Apple -- still only fell 5% in May. It remains the king of consumer tech, and plenty of investors are using the pullback as a buying opportunity.</p>\n<p>Before you follow suit, however, take a step back and look at the bigger dynamic. The Dow's three biggest losers in May are not only the names most likely to benefit from a post-pandemic reopening, they're also the same very names that have led the<b> Dow Jones Industrial Average</b> (DJINDICES:^DJI) higher over the course of the past several months. To see these leaders suddenly turn into laggards is a hint of a big shift in investor sentiment that just might work against the broad market for a while.</p>\n<h2>From leaders to laggards</h2>\n<p>Although the Dow advanced 2% last month, Apple, Visa, and Disney shares fell 5%, 4%, and 3%, respectively, in May, holding the Dow Jones Industrial Average back more than any of the other names that make up the index. But all the figures are fairly modest.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7dbf02119c7b8c7af6ed661b0dc7519\" tg-width=\"700\" tg-height=\"495\"><span>Image source: Getty Images.</span></p>\n<p>Read between the lines, though: Something's changed.</p>\n<p>Sure, you could argue that Disney's disappointing subscriber growth for its Disney+ streaming service is the culprit for its weakness. The thing is, Disney shares were already peeling back from their March peak when that news hit last month. Visa's rally lasted all the way through its late-April peak at a record high of $237.50 before it began to weaken, largely in response to last quarter's results. While hardly horrifying, the 2% slide of its top and bottom lines loosely suggests whatever reopening benefit the payment company is going to reap has already been mostly reaped. And as for Apple, its all-time peak came all the way back in January. While its fiscal second-quarter numbers posted at the end of April were nothing less than stellar (sales were up 54% year over year to reach a new Q2 record), the market chose to see the proverbial glass as half empty rather than half full. The company also says it's feeling the impact of the chip shortage.</p>\n<p>Yet none of these are the sorts of challenges that would have dragged these stocks lower in the recent past. To see three of the Dow's very best performers start to lag simultaneously is telling, not so much about these three companies, but about investors' broad perceptions of the market's current health.</p>\n<h2>Right on cue</h2>\n<p>And curiously, these clues are taking shape exactly when you'd expect them to.</p>\n<p>While most long-term investors shouldn't be timing their entries and exits to correspond with what looks like the market's lows and highs, it would be naive to ignore how the major indexes entered this year's \"sell in May\" period well above where they'd normally be. As of the end of April the <b>S&amp;P 500</b> was up 11.5% from the end of 2020, when it would normally be up on the order of 3.4%. Last month's weakness filled in some of that gap, but most of it remains unfilled.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F629163%2F060121-sp500-average.png&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"469\"><span>Data source: Thomson Reuters. Chart by author.</span></p>\n<p>And lest you think this year's bullish start is merely the back end of last year's rebound from a strong sell-off when the coronavirus pandemic began in the United States, it isn't.</p>\n<p>Although the S&amp;P 500 was down as much as 35% in early 2020, it ended that year 16% higher than where it started it. This year's big gains simply move the market deeper into overbought territory, further ripening it for the sort of profit taking we're seeing take shape now. With influential names like Apple and Disney setting the tone, other stocks may soon mirror their weakness.</p>\n<h2>A simple answer</h2>\n<p>So to answer the question, no, the Dow's May laggards aren't buys here -- at least not yet.</p>\n<p>That doesn't necessarily make them sells if you currently own them, particularly if there are tax consequences of selling. All three are still fine companies with a bright future. The red flags waving here are simply pointing to weakness mostly stemming from profit taking, but don't signal the onset of a full-blown bear market.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Buy the Dow Jones' 3 Worst Performing May Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Buy the Dow Jones' 3 Worst Performing May Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/03/is-it-time-to-buy-the-dow-jones-3-worst-performing/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most of the time, one stock's single-digit percentage rise or fall in any given month isn't all that interesting. It happens. Stocks are supposed to ebb and flow.\nThat's what makes last month's small ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/03/is-it-time-to-buy-the-dow-jones-3-worst-performing/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","V":"Visa","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/06/03/is-it-time-to-buy-the-dow-jones-3-worst-performing/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140247164","content_text":"Most of the time, one stock's single-digit percentage rise or fall in any given month isn't all that interesting. It happens. Stocks are supposed to ebb and flow.\nThat's what makes last month's small sell-offs from Apple (NASDAQ:AAPL), Visa (NYSE:V), and Walt Disney (NYSE:DIS) so unremarkable. While these Dow components lost more ground than any of their Dow counterparts, the worst-performing of these -- Apple -- still only fell 5% in May. It remains the king of consumer tech, and plenty of investors are using the pullback as a buying opportunity.\nBefore you follow suit, however, take a step back and look at the bigger dynamic. The Dow's three biggest losers in May are not only the names most likely to benefit from a post-pandemic reopening, they're also the same very names that have led the Dow Jones Industrial Average (DJINDICES:^DJI) higher over the course of the past several months. To see these leaders suddenly turn into laggards is a hint of a big shift in investor sentiment that just might work against the broad market for a while.\nFrom leaders to laggards\nAlthough the Dow advanced 2% last month, Apple, Visa, and Disney shares fell 5%, 4%, and 3%, respectively, in May, holding the Dow Jones Industrial Average back more than any of the other names that make up the index. But all the figures are fairly modest.\nImage source: Getty Images.\nRead between the lines, though: Something's changed.\nSure, you could argue that Disney's disappointing subscriber growth for its Disney+ streaming service is the culprit for its weakness. The thing is, Disney shares were already peeling back from their March peak when that news hit last month. Visa's rally lasted all the way through its late-April peak at a record high of $237.50 before it began to weaken, largely in response to last quarter's results. While hardly horrifying, the 2% slide of its top and bottom lines loosely suggests whatever reopening benefit the payment company is going to reap has already been mostly reaped. And as for Apple, its all-time peak came all the way back in January. While its fiscal second-quarter numbers posted at the end of April were nothing less than stellar (sales were up 54% year over year to reach a new Q2 record), the market chose to see the proverbial glass as half empty rather than half full. The company also says it's feeling the impact of the chip shortage.\nYet none of these are the sorts of challenges that would have dragged these stocks lower in the recent past. To see three of the Dow's very best performers start to lag simultaneously is telling, not so much about these three companies, but about investors' broad perceptions of the market's current health.\nRight on cue\nAnd curiously, these clues are taking shape exactly when you'd expect them to.\nWhile most long-term investors shouldn't be timing their entries and exits to correspond with what looks like the market's lows and highs, it would be naive to ignore how the major indexes entered this year's \"sell in May\" period well above where they'd normally be. As of the end of April the S&P 500 was up 11.5% from the end of 2020, when it would normally be up on the order of 3.4%. Last month's weakness filled in some of that gap, but most of it remains unfilled.\nData source: Thomson Reuters. Chart by author.\nAnd lest you think this year's bullish start is merely the back end of last year's rebound from a strong sell-off when the coronavirus pandemic began in the United States, it isn't.\nAlthough the S&P 500 was down as much as 35% in early 2020, it ended that year 16% higher than where it started it. This year's big gains simply move the market deeper into overbought territory, further ripening it for the sort of profit taking we're seeing take shape now. With influential names like Apple and Disney setting the tone, other stocks may soon mirror their weakness.\nA simple answer\nSo to answer the question, no, the Dow's May laggards aren't buys here -- at least not yet.\nThat doesn't necessarily make them sells if you currently own them, particularly if there are tax consequences of selling. All three are still fine companies with a bright future. The red flags waving here are simply pointing to weakness mostly stemming from profit taking, but don't signal the onset of a full-blown bear market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113269264,"gmtCreate":1622620464258,"gmtModify":1704187452921,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113269264","repostId":"1185336388","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107466066,"gmtCreate":1620530103355,"gmtModify":1704344662011,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107466066","repostId":"1106882084","repostType":4,"repost":{"id":"1106882084","kind":"news","pubTimestamp":1620451121,"share":"https://ttm.financial/m/news/1106882084?lang=&edition=fundamental","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106882084","media":"renaissancecap...","summary":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros","content":"<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance company<b>Enact Holdings</b>(ACT).</p>\n<p>The largest deal of the week,<b>Enact Holdings</b>(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.</p>\n<p>Cross-border e-commerce platform<b>Global-E Online</b>(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.</p>\n<p>Hearing care services provider<b>hear.com</b>(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.</p>\n<p>Brazilian customer experience platform<b>Zenvia</b>(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.</p>\n<p>Israeli web analytics provider<b>Similarweb</b>(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.</p>\n<p>Online hydroponic equipment supplier<b>iPower</b>(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.</p>\n<p>Canadian cannabis products developer<b>Flora Growth</b>(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.</p>\n<p><img src=\"https://static.tigerbbs.com/57e90b667064a33ea39693340582c44c\" tg-width=\"1064\" tg-height=\"646\"></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106882084","content_text":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.\nCross-border e-commerce platformGlobal-E Online(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.\nHearing care services providerhear.com(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.\nBrazilian customer experience platformZenvia(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.\nIsraeli web analytics providerSimilarweb(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.\nOnline hydroponic equipment supplieriPower(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.\nCanadian cannabis products developerFlora Growth(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107468609,"gmtCreate":1620530080301,"gmtModify":1704344661203,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107468609","repostId":"1117194592","repostType":4,"repost":{"id":"1117194592","kind":"news","pubTimestamp":1620443747,"share":"https://ttm.financial/m/news/1117194592?lang=&edition=fundamental","pubTime":"2021-05-08 11:15","market":"us","language":"en","title":"Forget Dogecoin -- This Stock Is a Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1117194592","media":"fool","summary":"It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping t","content":"<p>It's probably a safe bet to say that many of the buyers of&nbsp;<b>Dogecoin</b>&nbsp;did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor something that jumps -- or drops -- 26% in value in the course of a day's trading just becauseElon MuskorMark Cubanmentions it in a tweet.</p><p>Investors looking for a moonshot investment would be better served to take a flier on a company in a sector that promises to create a fundamental shift in an existing industry. Electric vehicle (EV) sales are expected to jump from 1.7 million in 2020 to 8.5 million just by 2025, and to 26 million 10 years from now, according to industry research provider<i>BloombergNEF</i>. And the firm expects EV sales to more than double again in the following 10 years.</p><p>Charging station network leader&nbsp;<b>ChargePoint Holdings</b>(NYSE:CHPT)&nbsp;is established in the business, and investors in this company could ride the explosive EV growth trend.</p><p><b>De-SPAC results</b></p><p>ChargePoint went public on March 1 through a special purpose acquisition company (SPAC) merger. But unlike somede-SPAC companiesin the EV space, the company has so far met its sales expectations and kept its future outlook unchanged. That's because it was already an established business before going public, with more than 4,000 commercial and fleet customers, and more than 132,000 charging locations on its network in North America and Europe.</p><p>There is, and will be, plenty of competition in this space. But ChargePoint exists as one of the largest compared to other domestic and international players. Past and estimated future revenue of several in the sector are shown below.</p><table><tbody><tr><th>Company</th><th>2021 Revenue Estimate (million)</th><th>2020 Revenue (million)</th></tr><tr><td>ChargePoint</td><td>$200</td><td>$146</td></tr><tr><td>EVBox</td><td>$145</td><td>$84</td></tr><tr><td>Volta</td><td>$47</td><td>$25</td></tr><tr><td>EVgo</td><td>$20</td><td>$14</td></tr><tr><td>Blink Charging</td><td>NP*</td><td>$6.2</td></tr></tbody></table><p>DATA SOURCE: COMPANY FINANCIALS. *NOT PROVIDED</p><p><b>ChargePoint is the current favorite</b></p><p>ChargePoint already has a large lead in North America with a 70% share of Level 2 charging networks, which use 240-volt power. Its comprehensive network of offerings also includes more than 2,000 publicly available fast-charging stations. Its suite of products caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities.</p><p>And in a sign of how large the market can grow, President Joe Biden has proposed installing 500,000 new charging stations in the U.S. as part of an infrastructure initiative. He also intends to electrify bus fleets and government vehicle fleets. While ChargePoint supports the infrastructure package, and would almost certainly be a beneficiary of its passage, the company doesn't need that catalyst for its charging network to grow rapidly.</p><p><b>Investors should play the odds and think long-term</b></p><p>Betting on the EV sector is not a short-term strategy. But if the exponential global growth to more than 54 million vehicles by 2040 materializes, today's high valuations in the sector could eventually be more than justified. Just looking at the two with the highest and lowest 2020 revenue, respectively, theprice-to-sales ratiosare about 50 for ChargePoint, but 250 for&nbsp;<b>Blink Charging</b>(NASDAQ:BLNK).</p><p>A bet on the charging network sector has no guarantee of success, of course. It's possible that automakers will try to have proprietary networks similar to&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)supercharger network model. But asautomakersramp up EV production, it would seem to make more sense for them to focus on what they know best, potentially including battery production.</p><p>For an investor wanting to speculate for big gains, charging companies have an established business in a quickly growing sector. Dogecoin keeps going up as Elon Musk or others excite retail trader interest. But if that's the only reason it's rising, it can't continue long term. A charging company like ChargePoint should have better odds at providing long-term gains.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Dogecoin -- This Stock Is a Better Buy</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\">\nForget Dogecoin -- This Stock Is a Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117194592","content_text":"It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor something that jumps -- or drops -- 26% in value in the course of a day's trading just becauseElon MuskorMark Cubanmentions it in a tweet.Investors looking for a moonshot investment would be better served to take a flier on a company in a sector that promises to create a fundamental shift in an existing industry. Electric vehicle (EV) sales are expected to jump from 1.7 million in 2020 to 8.5 million just by 2025, and to 26 million 10 years from now, according to industry research providerBloombergNEF. And the firm expects EV sales to more than double again in the following 10 years.Charging station network leader ChargePoint Holdings(NYSE:CHPT) is established in the business, and investors in this company could ride the explosive EV growth trend.De-SPAC resultsChargePoint went public on March 1 through a special purpose acquisition company (SPAC) merger. But unlike somede-SPAC companiesin the EV space, the company has so far met its sales expectations and kept its future outlook unchanged. That's because it was already an established business before going public, with more than 4,000 commercial and fleet customers, and more than 132,000 charging locations on its network in North America and Europe.There is, and will be, plenty of competition in this space. But ChargePoint exists as one of the largest compared to other domestic and international players. Past and estimated future revenue of several in the sector are shown below.Company2021 Revenue Estimate (million)2020 Revenue (million)ChargePoint$200$146EVBox$145$84Volta$47$25EVgo$20$14Blink ChargingNP*$6.2DATA SOURCE: COMPANY FINANCIALS. *NOT PROVIDEDChargePoint is the current favoriteChargePoint already has a large lead in North America with a 70% share of Level 2 charging networks, which use 240-volt power. Its comprehensive network of offerings also includes more than 2,000 publicly available fast-charging stations. Its suite of products caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities.And in a sign of how large the market can grow, President Joe Biden has proposed installing 500,000 new charging stations in the U.S. as part of an infrastructure initiative. He also intends to electrify bus fleets and government vehicle fleets. While ChargePoint supports the infrastructure package, and would almost certainly be a beneficiary of its passage, the company doesn't need that catalyst for its charging network to grow rapidly.Investors should play the odds and think long-termBetting on the EV sector is not a short-term strategy. But if the exponential global growth to more than 54 million vehicles by 2040 materializes, today's high valuations in the sector could eventually be more than justified. Just looking at the two with the highest and lowest 2020 revenue, respectively, theprice-to-sales ratiosare about 50 for ChargePoint, but 250 for Blink Charging(NASDAQ:BLNK).A bet on the charging network sector has no guarantee of success, of course. It's possible that automakers will try to have proprietary networks similar to Tesla's(NASDAQ:TSLA)supercharger network model. But asautomakersramp up EV production, it would seem to make more sense for them to focus on what they know best, potentially including battery production.For an investor wanting to speculate for big gains, charging companies have an established business in a quickly growing sector. Dogecoin keeps going up as Elon Musk or others excite retail trader interest. But if that's the only reason it's rising, it can't continue long term. A charging company like ChargePoint should have better odds at providing long-term gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378666782,"gmtCreate":1619023991846,"gmtModify":1704718527501,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378666782","repostId":"2128689062","repostType":4,"repost":{"id":"2128689062","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618862511,"share":"https://ttm.financial/m/news/2128689062?lang=&edition=fundamental","pubTime":"2021-04-20 04:01","market":"us","language":"en","title":"Wall Street slips off record highs, Tesla drops after fatal crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2128689062","media":"Reuters","summary":"Tesla falls after fatal crash, bitcoin slumpsGameStop shares jump as CEO exitsCoca-Cola rises as revenue beats estimates. NEW YORK, April 19  - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Satu","content":"<ul><li>Tesla falls after fatal crash, bitcoin slumps</li><li>GameStop shares jump as CEO exits</li><li>Coca-Cola rises as revenue beats estimates</li></ul><p>NEW YORK, April 19 (Reuters) - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.</p><p>The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Saturday north of Houston, killing two occupants.</p><p>The stock was the biggest drag on the S&amp;P 500    and Nasdaq Composite Index   . An 8.4% drop over the weekend in bitcoin   , in which Tesla has an investment, also weighed on its share price.</p><p>The S&amp;P 500 was mostly lower, with Microsoft Corp   , Amazon.com Inc    and Nvidia Corp    also weighing on the benchmark index as analysts await results this week and next that form the bulk of earnings season.</p><p>Corporate outlooks should indicate to what degree the rally from last year's lows can continue. Analysts expect first-quarter earnings to have grown 30.9% from a year ago, according to Refinitiv IBES data.</p><p>The U.S. economy is poised to boom as consumers hold $2 trillion in savings in excess of what they held before the pandemic, said Doug Peta, chief U.S. investment strategist at BCA Research, adding markets are in pause mode.</p><p>\"If indeed we do keep grinding higher that would be healthy, that would suggest that the grinding higher is sustainable,\" Peta said. \"The pullbacks along the way are healthy.\"</p><p>Nvidia fell after the UK government said it would look into the national security implications of Nvidia's purchase of British chip designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>, raising a question mark over the $40 billion deal.</p><p>Coca-Cola Co rose after the beverage maker trounced estimates for quarterly profit and revenue, benefiting from the easing of pandemic curbs and wide vaccine rollouts.</p><p>International Business Machines Corp   , another blue-chip company, slipped ahead of its results due after the market close.</p><p>\"The market has had a huge jump to the upside so it needs to take a little bit of rest,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>\"For now it's just a little bit of profit taking as traders await results from big tech names on Wall Street.\"</p><p>Unofficially, the Dow Jones Industrial Average    fell 0.35% to end at 34,082.44 points, while the S&amp;P 500    lost 0.52% to 4,163.64.</p><p>The Nasdaq Composite dropped 0.98% to 13,914.77.</p><p>A recent retreat in benchmark 10-year Treasury yields&nbsp;from 14-month highs has helped high-flying technology stocks to rebound, while strong economic data has lifted the S&amp;P 500 and the Dow to record levels.</p><p>The S&amp;P 500 has gained the past four weeks, its longest winning streak since August 2020.</p><p>GameStop Corp    jumped on the announcement of its chief executive's resignation.</p><p>Crypto stocks including miners Riot Blockchain    and Marathon Digital    each slumped as bitcoin took a hammering.</p><p>Harley-Davidson Inc    jumped after the motorcycle maker raised it full-year forecast for sales growth.</p><p>(Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Shounak Dasgupta, Bernard Orr and Richard Chang)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street slips off record highs, Tesla drops after fatal crash</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\">\nWall Street slips off record highs, Tesla drops after fatal crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-20 04:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>Tesla falls after fatal crash, bitcoin slumps</li><li>GameStop shares jump as CEO exits</li><li>Coca-Cola rises as revenue beats estimates</li></ul><p>NEW YORK, April 19 (Reuters) - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.</p><p>The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Saturday north of Houston, killing two occupants.</p><p>The stock was the biggest drag on the S&amp;P 500    and Nasdaq Composite Index   . An 8.4% drop over the weekend in bitcoin   , in which Tesla has an investment, also weighed on its share price.</p><p>The S&amp;P 500 was mostly lower, with Microsoft Corp   , Amazon.com Inc    and Nvidia Corp    also weighing on the benchmark index as analysts await results this week and next that form the bulk of earnings season.</p><p>Corporate outlooks should indicate to what degree the rally from last year's lows can continue. Analysts expect first-quarter earnings to have grown 30.9% from a year ago, according to Refinitiv IBES data.</p><p>The U.S. economy is poised to boom as consumers hold $2 trillion in savings in excess of what they held before the pandemic, said Doug Peta, chief U.S. investment strategist at BCA Research, adding markets are in pause mode.</p><p>\"If indeed we do keep grinding higher that would be healthy, that would suggest that the grinding higher is sustainable,\" Peta said. \"The pullbacks along the way are healthy.\"</p><p>Nvidia fell after the UK government said it would look into the national security implications of Nvidia's purchase of British chip designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>, raising a question mark over the $40 billion deal.</p><p>Coca-Cola Co rose after the beverage maker trounced estimates for quarterly profit and revenue, benefiting from the easing of pandemic curbs and wide vaccine rollouts.</p><p>International Business Machines Corp   , another blue-chip company, slipped ahead of its results due after the market close.</p><p>\"The market has had a huge jump to the upside so it needs to take a little bit of rest,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>\"For now it's just a little bit of profit taking as traders await results from big tech names on Wall Street.\"</p><p>Unofficially, the Dow Jones Industrial Average    fell 0.35% to end at 34,082.44 points, while the S&amp;P 500    lost 0.52% to 4,163.64.</p><p>The Nasdaq Composite dropped 0.98% to 13,914.77.</p><p>A recent retreat in benchmark 10-year Treasury yields&nbsp;from 14-month highs has helped high-flying technology stocks to rebound, while strong economic data has lifted the S&amp;P 500 and the Dow to record levels.</p><p>The S&amp;P 500 has gained the past four weeks, its longest winning streak since August 2020.</p><p>GameStop Corp    jumped on the announcement of its chief executive's resignation.</p><p>Crypto stocks including miners Riot Blockchain    and Marathon Digital    each slumped as bitcoin took a hammering.</p><p>Harley-Davidson Inc    jumped after the motorcycle maker raised it full-year forecast for sales growth.</p><p>(Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Shounak Dasgupta, Bernard Orr and Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","HOG":"哈雷戴维森",".SPX":"S&P 500 Index","KO":"可口可乐","SLB":"斯伦贝谢","MARA":"MARA Holdings","IBM":"IBM","HON":"霍尼韦尔","JNJ":"强生","GME":"游戏驿站",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","MSFT":"微软","TSLA":"特斯拉","NVDA":"英伟达","AMZN":"亚马逊","NFLX":"奈飞","RIOT":"Riot Platforms"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128689062","content_text":"Tesla falls after fatal crash, bitcoin slumpsGameStop shares jump as CEO exitsCoca-Cola rises as revenue beats estimatesNEW YORK, April 19 (Reuters) - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Saturday north of Houston, killing two occupants.The stock was the biggest drag on the S&P 500    and Nasdaq Composite Index   . An 8.4% drop over the weekend in bitcoin   , in which Tesla has an investment, also weighed on its share price.The S&P 500 was mostly lower, with Microsoft Corp   , Amazon.com Inc    and Nvidia Corp    also weighing on the benchmark index as analysts await results this week and next that form the bulk of earnings season.Corporate outlooks should indicate to what degree the rally from last year's lows can continue. Analysts expect first-quarter earnings to have grown 30.9% from a year ago, according to Refinitiv IBES data.The U.S. economy is poised to boom as consumers hold $2 trillion in savings in excess of what they held before the pandemic, said Doug Peta, chief U.S. investment strategist at BCA Research, adding markets are in pause mode.\"If indeed we do keep grinding higher that would be healthy, that would suggest that the grinding higher is sustainable,\" Peta said. \"The pullbacks along the way are healthy.\"Nvidia fell after the UK government said it would look into the national security implications of Nvidia's purchase of British chip designer ARM Holdings, raising a question mark over the $40 billion deal.Coca-Cola Co rose after the beverage maker trounced estimates for quarterly profit and revenue, benefiting from the easing of pandemic curbs and wide vaccine rollouts.International Business Machines Corp   , another blue-chip company, slipped ahead of its results due after the market close.\"The market has had a huge jump to the upside so it needs to take a little bit of rest,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.\"For now it's just a little bit of profit taking as traders await results from big tech names on Wall Street.\"Unofficially, the Dow Jones Industrial Average    fell 0.35% to end at 34,082.44 points, while the S&P 500    lost 0.52% to 4,163.64.The Nasdaq Composite dropped 0.98% to 13,914.77.A recent retreat in benchmark 10-year Treasury yields from 14-month highs has helped high-flying technology stocks to rebound, while strong economic data has lifted the S&P 500 and the Dow to record levels.The S&P 500 has gained the past four weeks, its longest winning streak since August 2020.GameStop Corp    jumped on the announcement of its chief executive's resignation.Crypto stocks including miners Riot Blockchain    and Marathon Digital    each slumped as bitcoin took a hammering.Harley-Davidson Inc    jumped after the motorcycle maker raised it full-year forecast for sales growth.(Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Shounak Dasgupta, Bernard Orr and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373719960,"gmtCreate":1618883065150,"gmtModify":1704716303337,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373719960","repostId":"2128903808","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373710657,"gmtCreate":1618883039079,"gmtModify":1704716301717,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373710657","repostId":"2128657813","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":140033646,"gmtCreate":1625618720785,"gmtModify":1703744953215,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/140033646","repostId":"1106187901","repostType":4,"repost":{"id":"1106187901","kind":"news","pubTimestamp":1625612872,"share":"https://ttm.financial/m/news/1106187901?lang=&edition=fundamental","pubTime":"2021-07-07 07:07","market":"hk","language":"en","title":"Dow, S&P 500 fall as financials drag; Nasdaq at record","url":"https://stock-news.laohu8.com/highlight/detail?id=1106187901","media":"CNBC","summary":"Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that ma","content":"<div>\n<p>Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that maybe the best of the economic recovery from the pandemic is behind us.\nThe Dow Jones Industrial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.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>Dow, S&P 500 fall as financials drag; Nasdaq at record</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\">\nDow, S&P 500 fall as financials drag; Nasdaq at record\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that maybe the best of the economic recovery from the pandemic is behind us.\nThe Dow Jones Industrial ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","OEX":"标普100","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","NDAQ":"纳斯达克OMX交易所","SSO":"两倍做多标普500ETF"},"source_url":"https://www.cnbc.com/2021/07/05/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1106187901","content_text":"Stocks stumbled on Tuesday as Wall Street kicked off the holiday-shortened week with concern that maybe the best of the economic recovery from the pandemic is behind us.\nThe Dow Jones Industrial Average fell 208.98 points to 34,577.37, dragged down by losses inDow Inc.,Caterpillar,JPMorganandChevron. The S&P 500 dipped 0.2% to 4,343.54 after hitting a record at the open. The 500-stock index snapped a seven-day winning streak, its longest since August. The Nasdaq Composite rose 0.17% to 14,663.64, closing at a new record. U.S. markets were closed for the July 4 Independence Day holiday on Monday.\nAmazonrose 4.7% after the Department of Defensecancelled its $10 billion JEDI cloud contract with Microsoft. Instead, the department is launching a new contract and soliciting proposals from both Amazon and Microsoft. Plus, Andy Jassy officially took over as CEO of Amazon on Monday. Jeff Bezos is now the executive chairman of the board.\nInvestors are juggling several signs that the rapid economic growth from the depths of the pandemic could be peaking. The ISM Services index, a major gauge of the services sector, slowed to 60.1 in June from a record in the prior month, data released Tuesday showed. Economists polled by Dow Jones expected a print of 63.5. This follows Friday’s jobs report, which showed the unemployment raterose back up to 5.9%against the 5.6% expectation.\nBond yields also fell on Monday, with the 10-year Treasury yield below 1.4% — further evidence that investors are doubting the strength of the U.S. economy.\nMany on Wall Street expect smaller and choppier gains from the rest of the year after a strong performance in the first half amid a historic economic reopening. The S&P 500 is up nearly 16% year to date.\n“The U.S. economy is booming, but this is now a known known and asset markets reflect it. What isn’t so clear anymore is at what price this growth will accrue,” Michael Wilson, chief U.S. equity strategist at Morgan Stanley, said in a note. “Higher costs mean lower profits, another reason why the overall equity market has been narrowing... equity markets are likely to take a break this summer as things heat up.”\nWall Street’s consensus year-end target for the S&P 500 stands at 4,276, representing a near 2% loss from the 500-stock average’s current level, according to the CNBC Market Strategist Survey that rounds up 16 top strategists’ forecasts.\n“Everything is perfect and that worries me,” said Sarat Sethi, portfolio manager at DCLA, said on CNBC’s “Squawk Box” on Tuesday. “Since October, we’ve had a 5% correction, that’s it. I do think we’re in a little bit of a euphoria short-term. We do need to be careful and I do think you want to be in secular growth companies, no just chasing the market here because I do think the market’s going to be very picky as to what sectors are going to do well.”\nCiti analysts told clients they are concernedabout central bank policy and see potential that earnings reports, which begin in a few weeks, could fall short of expectations. They suggest July could be “an unsettling month,” due to “loftier inherent expectations” following such strong first-quarter reports.\nU.S. shares of Chinese ride-hailing giantDidi plunged nearly 19.6%after China said new users could not download the app until it conducts a cybersecurity review. The announcement took markets by surprise given that Didi just made its U.S. debut on the NYSE last week.\nWest Texas Intermediate crude rose to asix-year highas a key meeting between oil producer group OPEC and its partners on crude output policyhas been called off. The postponement came as the United Arab Emirates rejected a proposal to extend oil production increase for a second day. At one point on Tuesday, WTI crude hit as high as $76.98, which was the highest price since November 2014, after pulling back before the opening bell. WTI settled at $73.37.\nInvestors await the release of June Federal Open Market Committee meeting minutes due Wednesday for clues about the central bank’s behind-the-scenes discussions on winding down its quantitative easing program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156757263,"gmtCreate":1625238269152,"gmtModify":1703739234116,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156757263","repostId":"1196057674","repostType":4,"repost":{"id":"1196057674","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625229715,"share":"https://ttm.financial/m/news/1196057674?lang=&edition=fundamental","pubTime":"2021-07-02 20:41","market":"us","language":"en","title":"5 Warren Buffett Favorites To Keep An Eye On","url":"https://stock-news.laohu8.com/highlight/detail?id=1196057674","media":"Benzinga","summary":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc  in the first half of 2021.Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan","content":"<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p>\n<p>Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p>\n<p><b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p>\n<p>Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p>\n<p><b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p>\n<p>Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p>\n<p><b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p>\n<p>Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p>\n<p>Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p>\n<p><b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p>\n<p><b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p>\n<p>A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Warren Buffett Favorites To Keep An Eye On</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\">\n5 Warren Buffett Favorites To Keep An Eye On\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-02 20:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Legendary investor&nbsp;<b>Warren Buffett</b>&nbsp;has posted an impressive 21% year-to-date return for his flagship&nbsp;<b>Berkshire Hathaway Inc</b>(NYSE:BRKA) (NYSE:BRKB)&nbsp;in the first half of 2021.</p>\n<p>Here's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.</p>\n<p><b>1. Aon:</b>Earlier this year, Berkshire Hathaway took an&nbsp;initial position&nbsp;in insurance broker&nbsp;<b>Aon plc</b>(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.</p>\n<p>Aonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.</p>\n<p><b>2. Apple:</b>There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) traded flat in the first half of 2021.</p>\n<p>Apple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker&nbsp;continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.</p>\n<p><b>3. Bank of America:</b>&nbsp;<b>Bank of America Corporation</b>(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in&nbsp;<b>Wells Fargo Co</b>(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.</p>\n<p>Bank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.</p>\n<p>Revenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.</p>\n<p><b>4. Coca-Cola:</b>One of Buffett's favorites&nbsp;is<b>&nbsp;Coca-Cola Co</b>&nbsp;(NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of&nbsp;<b>Monster Beverage Corporation</b>(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.</p>\n<p><b>5. Verizon:</b>Shares of&nbsp;<b>Verizon Communications</b>(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.</p>\n<p>A shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AON":"怡安保险","WFC":"富国银行","AAPL":"苹果","BRK.B":"伯克希尔B","BAC":"美国银行","KO":"可口可乐","MNST":"怪物饮料","BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196057674","content_text":"Legendary investor Warren Buffett has posted an impressive 21% year-to-date return for his flagship Berkshire Hathaway Inc(NYSE:BRKA) (NYSE:BRKB) in the first half of 2021.\nHere's a look at five stocks owned by Buffett and Berkshire Hathaway that could see strong gains in the second half of 2021.\n1. Aon:Earlier this year, Berkshire Hathaway took an initial position in insurance broker Aon plc(NYSE:AON). Shares of the company are up 15% year-to-date, could see more upside and could also be a position Buffett adds to.\nAonreportedfirst-quarter revenue up 10% year-over-year, including organic revenue growth of 6%. The company’s margins improved and earnings per share grew 22% year-over-year. Aon announced a supply chain global protection plan for COVID-19 vaccines that could be a highlight in the next earnings report.\n2. Apple:There have been several rallies for technology stocks in the first half of 2021. Despite the rallies, shares of technology giant Apple Inc(NASDAQ:AAPL) traded flat in the first half of 2021.\nApple makes up the largest stock holding in the Berkshire Hathaway portfolio. The iPhone maker continues to be an innovator and should not be overlooked for more product launches and announcements in the second half of the year that could move shares of the stock higher.\n3. Bank of America: Bank of America Corporation(NYSE:BAC) is a large holding of Buffett's and one of several bank stocks that he has kept. Buffett has significantly lowered the company’s weighting in Wells Fargo Co(NYSE:WFC), a stock it once owned 10% of and started investing in dating back to 1989.\nBank of America could be Buffett's favored banking stock and it comes as the company reported record consumer investment assets and record client balances in thefirst quarter.\nRevenue for the first quarter of $22.8 billion was flat year-over-year but several areas saw strong demand and growth. The company announced it's raising its quarterly dividend from 18 cents to 21 cents in late June and could continue to raise dividends after passing a new bank stress test.\n4. Coca-Cola:One of Buffett's favorites is Coca-Cola Co (NYSE:KO). Shares of the beverage giant are down 1% in the first half of 2021 as many consumer food and beverage companies have seen positive returns. The company could be due to make a bigacquisitionlike that of Monster Beverage Corporation(NASDAQ:MNST) orpushing furtherinto alcoholic beverages.\n5. Verizon:Shares of Verizon Communications(NYSE:VZ) are down around 4% in the first half of 2021. The companyreportedtotal revenue of $32.9 billion in the first quarter, up 4% year-over-year. Several of the company’s core business segments saw single-digit growth.\nA shift to 5G nationwide could help a company like Verizon, which along with a near 5% dividend yield could make the communications giant a stock to watch in the second half of 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159836142,"gmtCreate":1624954785886,"gmtModify":1703848744178,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159836142","repostId":"1115559324","repostType":4,"repost":{"id":"1115559324","kind":"news","pubTimestamp":1624952930,"share":"https://ttm.financial/m/news/1115559324?lang=&edition=fundamental","pubTime":"2021-06-29 15:48","market":"us","language":"en","title":"Palantir: On Building A Dynasty","url":"https://stock-news.laohu8.com/highlight/detail?id=1115559324","media":"seekingalpha","summary":"Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate stayin","content":"<p><b>Summary</b></p>\n<ul>\n <li>Moats are competitive advantages built by businesses to protect profits and generate staying power.</li>\n <li>There are seven types of moats, and great companies generally have two or three. Palantir has all seven.</li>\n <li>These moats will allow Palantir to build an enduringly impactful and profitable business.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361567f2939770c4946a5568ce8dc7e\" tg-width=\"1536\" tg-height=\"1033\"><span>Scott Olson/Getty Images</span></p>\n<p><b>NewsIntroduction: On Building a Dynasty</b></p>\n<p>In the mid 16thcentury, Japan was engaged in all-out civil war.</p>\n<p>Oda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.</p>\n<p>Despite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.</p>\n<p>By the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.</p>\n<p>And so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.</p>\n<p>Despite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.</p>\n<p>So how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?</p>\n<p>A moat, of course.</p>\n<p>Flowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.</p>\n<p>In reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.</p>\n<p><b>Palantir’s Seven Moats</b></p>\n<blockquote>\n <i>Growth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”</i>\n</blockquote>\n<p>-Peter Thiel, Founder &amp; Chairman, Palantir</p>\n<p>In&nbsp;7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.</p>\n<p>Helmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.</p>\n<p>Palantir (PLTR) has all seven.</p>\n<p>I know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.</p>\n<p>No take backs. Palantir has seven moats. Let me show you.</p>\n<p><b>Palantir's Scale Economies</b></p>\n<p><i>The quality of declining unit costs as volume increases</i></p>\n<p>Palantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.</p>\n<p>Gotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”</p>\n<p><b>Acquire</b></p>\n<p>While Palantir<i>is</i>a software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.</p>\n<p>In&nbsp;Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.</p>\n<p><b>Expand</b></p>\n<p>The second phase, Expand, is characterized by<i>value building.</i>Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.</p>\n<p>I know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptor<i>bespoke.</i></p>\n<p>Expand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.</p>\n<p><b>Scale</b></p>\n<p>The word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.</p>\n<blockquote>\n It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.\n</blockquote>\n<p>Source:Palantir S-1</p>\n<p>And also:</p>\n<blockquote>\n <b>We believe that all of our customers will move into the Scale phase over the long term.</b>We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a\n <b>contribution margin during the period of 89%.</b>\n</blockquote>\n<p>Source:Palantir S-1, emphasis mine</p>\n<p>For those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:<b>Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.</b>As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/604faf2a51bd7d6e60abbc5d89663571\" tg-width=\"640\" tg-height=\"378\"><span>Source:Palantir Q4 2020 Business Update</span></p>\n<p><b>Palantir's</b>&nbsp;<b>Network effects</b></p>\n<p><i>The product becomes more valuable as more customers use the product</i></p>\n<p>In Palantir’s S-1, “Generate Network Effects,”&nbsp;is listed&nbsp;within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.</p>\n<blockquote>\n At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.\n</blockquote>\n<p>-Source:Palantir’s S-1</p>\n<p>Imagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).</p>\n<p>As Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.</p>\n<p>I believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.</p>\n<p>The Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended to<i>any</i>pharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.</p>\n<p>This moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.</p>\n<p><b>Palantir's</b>&nbsp;<b>Switching</b>&nbsp;<b>Costs</b></p>\n<p><i>Customers would incur value loss if they switched to a different product supplier</i></p>\n<p>This is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.</p>\n<p>I believe there is a<i>point of no return</i>for customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.</p>\n<p>I believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.</p>\n<p>Palantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.</p>\n<p>Commodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?</p>\n<p><b>Palantir'sBranding</b></p>\n<p><i>The durable attribution of higher value to an objectively identical offering that arises from historical information about the seller</i></p>\n<p>The Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.</p>\n<p>Making this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.</p>\n<p>Palantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.</p>\n<p>This is the publicly traded company the<i>U.S. government hires to manage their nuclear program</i>. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.</p>\n<p>The below press releases were announced over the past two months<i>alone</i>:</p>\n<ul>\n <li>CDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response</li>\n <li>Palantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command</li>\n <li>Palantir and Space Force Expand Partnership</li>\n</ul>\n<p>I don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.</p>\n<p><b>Palantir's</b>&nbsp;<b>Counter-Positioning</b></p>\n<p><i>A newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business</i></p>\n<p>Counter-positioning is a unique moat, I think best represented by Square (SQ) in the&nbsp;digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.</p>\n<p>Palantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.</p>\n<p>For Gotham (Gov’t), the incumbent<i>was</i>the government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.</p>\n<p>DCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70fc6c13c9c0d3ca0b559fd48bdff1da\" tg-width=\"640\" tg-height=\"457\"><span>Source:Palantir S-1 Filing</span></p>\n<p>Palantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.</p>\n<p>Similar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.</p>\n<p>These same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.</p>\n<p>Palantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.</p>\n<p>I have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.</p>\n<p><b>Palantir's</b>&nbsp;<b>Cornered Resources</b></p>\n<p><i>Preferential access at attractive terms to a coveted asset that can independently enhance value</i></p>\n<p>Palantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.</p>\n<blockquote>\n As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”\n</blockquote>\n<p>- Peter Thiel, Co-Founder &amp; Chairman, Palantir,<i>Zero to One</i></p>\n<p>Ten times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.</p>\n<p>Although it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwise<i>never existed</i>. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bd98e9e9f53009b19523de56ceb5dd\" tg-width=\"640\" tg-height=\"384\"><span>Source:Palantir Q4 2020 Business Update</span></p>\n<p>And Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).</p>\n<p>Palantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.</p>\n<p>Palantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.</p>\n<p>As an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:</p>\n<ol>\n <li>Complain about Palantir’s SBC and--</li>\n <li>Argue Palantir does not have a moat of engineering talent</li>\n</ol>\n<p>Palantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.</p>\n<p><b>Palantir's</b>&nbsp;<b>Process Power</b></p>\n<p><i>Embedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment</i></p>\n<p>Process Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.</p>\n<blockquote>\n An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.\n</blockquote>\n<p>-Palantir Q3 2020 Business Update</p>\n<p>Traditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.</p>\n<p>In addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e1a1a03982b19a3b4181802ebb450f6\" tg-width=\"608\" tg-height=\"758\"><span>Source:The Generalist</span></p>\n<p>Palantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/033d44206281f6449c0178f2f5943681\" tg-width=\"640\" tg-height=\"402\"><span>Source: Me, with help from Palantir’s S-1 filing</span></p>\n<p>When I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.</p>\n<p>Perhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.</p>\n<p>Said another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.</p>\n<p>Palantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.</p>\n<p><b>Palantir Final Thoughts</b></p>\n<p>I am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.</p>\n<p>Over the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,<i>enduringly valuable</i>. Palantir is building a dynasty.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: On Building A Dynasty</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\">\nPalantir: On Building A Dynasty\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 15:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate staying power.\nThere are seven types of moats, and great companies generally have two or three. Palantir ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436865-palantir-seven-moats-building-a-dynasty","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115559324","content_text":"Summary\n\nMoats are competitive advantages built by businesses to protect profits and generate staying power.\nThere are seven types of moats, and great companies generally have two or three. Palantir has all seven.\nThese moats will allow Palantir to build an enduringly impactful and profitable business.\n\nScott Olson/Getty Images\nNewsIntroduction: On Building a Dynasty\nIn the mid 16thcentury, Japan was engaged in all-out civil war.\nOda Nobunaga, a samurai regarded as the “Great Unifier” (or “Devil king,” on the battlefield) was emerging as the most powerful samurai warlord in all of Japan. His name had become synonymous with military brilliance, and he had a knack for unseating more powerful opponents.\nDespite the power of Nobunaga, a faction of the Buddhist faith, called the Ikkō (Single Minded) Ikki (League), began consolidating power, building fortresses and accumulating growing numbers of warrior monks. The Ikkō Ikki ultimately established themselves in the fortress of Ishiyama Hongan-ji (Stone Mountain) in what is modern day Osaka.\nBy the 1560’s Nobunaga had defeated all opposing samurai warlords in Japan, and only the Ikkō Ikki stood in the way of Nobunaga blanketing Japan with his hegemony.\nAnd so, in 1570 Nobunaga set out for Ishiyama Hongan-ji with 30,000 troops, many of whom were trained with early versions of rifles known as arquebuses. Nobunaga himself was armed with the Dōjigiri Yasutsuna: Japan’s most famous sword. Legend has it that the Dōjigiri Yasutsuna was used to kill the most terrifying demon of its time: the Shuten-Dōji.\nDespite the considerable weapons at his disposal, Nobunaga’s attack on the fortress of Ishiyama Hongan-ji was unsuccessful. For ten years his forces laid siege to Ishiyama, and for ten years he was repelled. Indeed, when the Ikkō Ikki finally surrendered in 1580, it was at the request of the Imperial Court rather than the fortress being overrun.\nSo how did the Ikkō Ikki fend off the most fearsome shogun in medieval Japan?\nA moat, of course.\nFlowing around the cathedral fortress of Ishiyama was an intricate labyrinth of moats surmounted by featureless walls. As a consequence of the moats, these walls could not be assaulted with siege towers or tunneled through. They could not be climbed or vaulted. It was unassailable.\nIn reference to this medieval structure that could provide defense against attackers for 10 years or more, the word “moat” has since become a common measure of a business’ longevity. I appreciate when history makes sense.\nPalantir’s Seven Moats\n\nGrowth is easy to measure, but durability isn’t. If you focus on near-term growth above all else, you miss the most important question you should be asking: will this business still be around a decade from now? Numbers alone won’t tell you the answer; instead you must think critically about the qualitative characteristics of your business.”\n\n-Peter Thiel, Founder & Chairman, Palantir\nIn 7 Powers, Hamilton Helmer writes about the seven moats a business may employ to guide value-creation efforts. By combining operational excellence with thoughtful moat-building, Helmer argues, a business may be able to make itself enduringly valuable. The seven powers are: Scale Economies, Network Effects, Counter-Positioning, Switching Costs, Branding, Cornered Resources, and Process Power.\nHelmer outlines case studies of these moats represented by modern day enterprises. Pixar had the brain trust (Cornered Resource), Nike(NYSE:NKE)can charge more for a pair of shoes than competitors (Brand), and Netflix’s(NASDAQ:NFLX)content costs less to produce as it gains subscribers (Scale Economies). The most iconic companies in the world have two, maybe three moats.\nPalantir (PLTR) has all seven.\nI know that sounds crazy because Palantir went public nine months ago, and yes, it remains unprofitable. Yes, the stock based compensation is corpulent. Yes, revenue is concentrated and yes, valuation is optimistic. Yes to all of it.\nNo take backs. Palantir has seven moats. Let me show you.\nPalantir's Scale Economies\nThe quality of declining unit costs as volume increases\nPalantir’s sales cycles are perhaps the most misunderstood aspect of their business model. Naysayers argue Palantir is a services company. Bag holders who bought at $35/share argue Palantir is a SaaS company. They’re both right.\nGotham and Foundry drive high margin, recurring software contracts for government and commercial customers alike. Meanwhile, Palantir parachutes in technical consultants to expand and mature these contracts. Palantir describes this sales cycle as “Acquire, Expand, and Scale.”\nAcquire\nWhile Palantirisa software company, it stands quite apart from others who share this label. For example, there are some differences between selling a software like Zoom (ZM) to an enterprise, and selling Foundry. As of Q1 2021, Palantir reported $8.1 million in annual revenue per customer. This staggering product revenue belies the value of Palantir’s offerings, but also underscores the complexity of their sales cycle.\nIn Palantir’s S-1, Acquire customers are described as those enjoying short-term pilot deployments of Palantir’s technology. Palantir operates these accounts at a loss, and notes this selling phase generally lasts 6-9 months on average.\nExpand\nThe second phase, Expand, is characterized byvalue building.Palantir focuses on understanding the customer’s challenges and delivering against them. These are customers who provide larger revenue contracts to Palantir, but also generally represent negative contribution margins.\nI know, two stages in a row of unprofitable product delivery. However, this stage is marked by an almost viral expansion of Palantir’s personalized value creation, informed by 6 – 9 months of data ingestion and customer feedback during the Acquire phase. It is in this stage that Palantir’s offerings begin to merit the descriptorbespoke.\nExpand is fueled by CEO Alex Karp himself, who, prior to the pandemic, spent 250 days a year visiting clients in person. This is perhaps the most ineffaceable contribution of Karp; the CEO served as a salesforce for a company that never had one. Palantir’s customers are whales. Karp is Captain Ahab.\nScale\nThe word “scale” is used a full 44 times in thePalantir S-1, and Palantir defines Scale customers as those contributing mature contracts with a positive contribution margin. During Scale, we witness a reversal of Palantir’s unit economics. As customer accounts mature, Palantir’s investment costs decrease. Customers can now operate independently, building their own applications on top of Foundry or Gotham. This results in new use cases, less services fees, and a greater proportion of high-margin recurring revenue.\n\n It is in the Scale phase of our partnerships with customers that we generally see contribution margin on particular accounts improve. In 2019, we generated $565.7 million in revenue from customers in the Scale phase, with a contribution margin of 55%. In H1 2020, those same customers generated $296.3 million in revenue, with a contribution margin of 68%.\n\nSource:Palantir S-1\nAnd also:\n\nWe believe that all of our customers will move into the Scale phase over the long term.We also believe that contribution margin for Scale phase accounts will increase further as we become more efficient at deploying our software platforms across the entirety of our customers’ operations and at managing and operating our software…In H1 2020, the top 25% of customers by contribution margin in the Scale phase as of the end of 2019 had a\n contribution margin during the period of 89%.\n\nSource:Palantir S-1, emphasis mine\nFor those of you wringing your clammy hands over Palantir’s inability to turn a profit, take notice:Palantir has just begun to leverage this moat to drive astronomical contribution margins approaching 90%.As Palantir converts more customers from Expand to Scale, margins will improve, costs will depress, and revenue concentration will diversify. As Palantir optimizes and in some cases automates software deployment, I expect the Acquire and Expand cycles shorten, allowing this flywheel to spin faster.\nSource:Palantir Q4 2020 Business Update\nPalantir's Network effects\nThe product becomes more valuable as more customers use the product\nIn Palantir’s S-1, “Generate Network Effects,” is listed within the First Principles section. They go on to describe how Palantir’s software becomes more valuable to the customer as more employees use the product.\n\n At a financial services customer, network effects enabled our platforms to scale from a single use case to more than 70 workstreams across compliance, front office, risk, and internal audit desks.\n\n-Source:Palantir’s S-1\nImagine, for a moment, you are a sweater-vest wearing software engineer at Okland Bank, who just agreed to a Foundry pilot. As you sip your oat milk latte, you begin clicking through Foundry information dashboards, and slowly you explore and experiment with the Foundry platform. You realize you can run data-analytics on AI-infused applications, and begin identifying inefficiencies, which are shared with your team and supervisors (making you look quite brilliant).\nAs Foundry is used to identify optimization targets, developers begin building their own application layer on top of Foundry, which identifies new use cases and new applications, and new layers are added. Palantir’s network effects manifest as a digital opera cake; an indelible stack of use cases rising ever higher as utility begets utility. This is the second of Palantir’s moats.\nI believe there are sector-specific network effects in play as well. How much different would Palantir’s software deployment be for Boeing(NYSE:BA)as compared to current Palantir customer Airbus(OTCPK:EADSF)? Not much, I'd wager.\nThe Life Sciences sector, which Palantir identified as a major growth area moving forward is another example. Palantir revealed that a top 5 pharma company is using Foundry to integrate genotyping and lab data across thousands of clinical trials. This experience can be extended toanypharma company, and Palantir’s work with this customer allows foresight into the myriad use cases such companies would benefit from. Foresight here is not intangible; it results in accelerated product expansion at lower cost for each and every additional sector-specific customer who inks a deal with Palantir.\nThis moat is borne out in the numbers, as Palantir’s largest customers continue to expand and renew larger contracts.\nPalantir's Switching Costs\nCustomers would incur value loss if they switched to a different product supplier\nThis is perhaps the easiest moat to highlight for Palantir. If you understand machine learning at a basic level, you might intuit how a data analytics company like Palantir would have high Switching Costs.\nI believe there is apoint of no returnfor customers somewhere in the Expand phase of the sales cycle. At this point, Foundry use cases are multiplying, efficiencies are being realized, and the software is becoming less a service and more the central operating system of the enterprise. In a given organization, petabytes of data have been collated by Palantir and refined into actionable processes, and each day Foundry knows the organizational needs a little bit better. Remember, this is likely 18 months into a customer relationship, and Foundry has become an everyday analytics tool in the company workflow.\nI believe this is the point of no return, because the alternative here is unimaginable. First and foremost, who is this alternative software provider? Bueller? Even if there was a comparable service to Foundry, and there’s not, you would be starting entirely over again. Enterprises want to accelerate, no, hurtle towards a digital, AI-driven future. Try explaining to senior management we have to pull the plug 18 months in on Foundry because the price tag is too steep. You would have to go back to Day 0 with data collection, analysis and refining. It would be a duplication of effort, time and expense of the greatest scale. Somewhere in Expand you’re in too deep – if you turn off the lights, the ice cream melts.\nPalantir’s largest contracts have been customers of Palantir the longest. This is not coincidence. It is a moat, Palantir's third. Switching costs only increase as customers become deeper users of Palantir products.\nCommodity software services will never enjoy the strategic advantage Palantir owns. Would it really be that big of a deal if your company switched from Skype to Zoom?\nPalantir'sBranding\nThe durable attribution of higher value to an objectively identical offering that arises from historical information about the seller\nThe Branding moat is easier to understand in the context of basic consumer products, like Coca-Cola(NYSE:KO). I would probably pay double for a Coca-Cola than a Koka Kola, for example.\nMaking this comparison in data analytics software is challenged because I don’t believe there is an identical offering to Palantir. Hypothetically, however, let’s assume such a company exists.\nPalantir has built an iconic brand since its inception in 2003. Over the past 18 years, Palantir has been funded by the CIA, linked to the identification and killing of Osama Bin Laden, sued the U.S. Army and won, and has carefully curated a narrative of intrigue and ostensibly supernatural analytics capabilities. But this company image is not the Branding moat I aim to highlight here.\nThis is the publicly traded company theU.S. government hires to manage their nuclear program. This is the company the NHS hires to manage PPE inventory and vaccine rollout during the greatest public health crisis of our time. Over the past two decades, Palantir has a track record of coming through in the most extreme circumstances our country faces. To the U.S. government, I would argue, there is no software company that better epitomizes reliability and security than Palantir. That is an enduring brand.\nThe below press releases were announced over the past two monthsalone:\n\nCDC Renews Partnership with Palantir for Disease Monitoring and Outbreak Response\nPalantir Awarded $111m Contract to Provide Mission Command Platform for the United States Special Operations Command\nPalantir and Space Force Expand Partnership\n\nI don’t care how bearish you may be about Palantir’s valuation. There is no software company that has the brand value Palantir does with the U.S. government and her allies abroad. As Palantir expands into commercial vectors with clients evermore concerned about cybersecurity, and data fidelity… what competitor can point to the resume Palantir can? When the margin of error must be zero, and you are looking down the barrel of a no fail scenario, bet on Palantir.\nPalantir's Counter-Positioning\nA newcomer adopts a new, superior business model which the incumbent does not mimic due to anticipated damage to their existing business\nCounter-positioning is a unique moat, I think best represented by Square (SQ) in the digital wallet space. Incumbent banks have moved with all the intention of an ice floe to counter Square’s moves, partly due to regulation, partly due to underestimated competition, but mostly because offering digital wallet solutions could cannibalize banks’ core products. This is the Counter-Positioning moat.\nPalantir’s Counter-Positioning moat is perhaps less obvious. First off, who is the incumbent? Palantir’s technology is so disruptive, it can be challenging to construe a natural competitor.\nFor Gotham (Gov’t), the incumbentwasthe government; the U.S. Army, the DoD, the CIA, etc. Let’s wind back the clocks to 2015. The U.S. Army released a solicitation seeking bids to build the Distributed Common Ground System-Army (DCGS-A). This would be an integrated data analytics framework that could gather data from numerous sources, share data seamlessly across a suite of analytical tools and provide easy-to use visualization for soldiers in the field. Sound familiar? Sounds exactly like Palantir’s Gotham product to me.\nDCGS-A was actually an internal Army project over a decade in the making at a development cost of $3 Billion. Palantir entered into the bidding at a much lower cost, but the Army elected to continue its own internal development. Palantir ultimately filed a lawsuit against the Army, arguing that Gotham provided the exact services the Army was attempting to build, and at a fraction of the cost. In October of 2016, a federal judge ruled in favor of Palantir (§ 2377), and established the precedent that the government must procure commercial services and products to the maximum practical extent. This was appealed by the Army, but later held up in the U.S. Court of Appeals in 2018.\nSource:Palantir S-1 Filing\nPalantir’s landmark lawsuit against the Army surprisingly resulted in a deepening relationship with the U.S. Government. In the year following the lawsuit, Palantir’s Army revenue equaled the sum of the eleven preceding years.\nSimilar to incumbent banks, there is something about size that begets bureaucracy and inertia. The U.S. government, for all its influence and power, either chose to underinvest in data analytics, moved too slowly, or underestimated the pace of innovation in the private sector. It was probably some of each.\nThese same competitive issues are manifesting in the private sector. Massive enterprise software behemoths like Oracle (ORCL) and SAP (SAP) have spent the past decade building out sales teams for ‘good enough’ products. Meanwhile, Palantir has been obsessively proliferating and refining their offerings (more on this later) without a recognizable salesforce. Palantir’s entire focus over the past 18 years was engineering great product, and the incumbents are just now sensing the deep, almost planetary groan of enterprise software culture shifting, the jeremiad of an opportunity missed.\nPalantir is deepening its Counter-Positioning moat by investing in several young, disruptive companies in the data analytics space. In my prior Palantir article,Palantir’s SPACs: Do You See What Karp Sees?, I outlined Palantir’s investments in these companies as opportunities to expand market reach and build a valuable portfolio.\nI have since added another layer to this analysis. These investment companies are not just expanding Palantir’s market reach, they are lighthouses for Palantir’s products, emissaries that may evince the velocity Foundry contributes to product roadmap and go to market pace. By partnering with these companies, Palantir is cementing its technological leadership and demonstrating commitment to the innovative product DNA its reputation is built around.\nPalantir's Cornered Resources\nPreferential access at attractive terms to a coveted asset that can independently enhance value\nPalantir hoards two resources that confer a remarkable advantage over its competitors: technology and talent. I’m going to start with Thiel’s definition of technological advantage. It’s ambitious, but Palantir clears this bar.\n\n As a good rule of thumb, proprietary technology must be at least 10 times better than its closest substitute in some important dimension to lead to a real monopolistic advantage.”\n\n- Peter Thiel, Co-Founder & Chairman, Palantir,Zero to One\nTen times better. When the product offered is 10x better than the alternative, amazing things can happen. SpaceX’s (SPACE) rockets are 10x more efficient than NASA’s, meeting your next boyfriend is 10x easier on Bumble (BMBL) than it is in your local bar, and streaming Lord of the Rings on Netflix (NFLX) is 10x easier than driving to Best Buy (BBY) to wrangle up a set of DVDs.\nAlthough it’s early days, Palantir’s software already appears to be 10x better than competitors in several ways. In Q1 2021, for example, Gotham was used to enable all 11 DoD Combatant Commands to generate integrated strategic decision advantage from intelligence, operations, logistics and supply data. This capability otherwisenever existed. Palantir’s software is so advanced it continues to invent new use cases, which is a testament to the logarithmic improvement these offerings represent.\nSource:Palantir Q4 2020 Business Update\nAnd Palantir continues to out-innovate competitors. In Palantir’s Q4 2020 earning presentation, they provided an update on trajectory towards a DoD Impact Level 6 (IL-6) status. They are one of only four IL-5 companies (Mission Critical Information National Security Systems) in the world, and are targeting IL-6, which would make them the first SaaS for Classified Secret National Security Systems. For frame of reference, IL-2 companies include data analytics giants Snowflake (SNOW) and Google (GOOG).\nPalantir’s data are better because Palantir’s data quality is better. For as much import as we place on data volume in analytics, data quality is even more prized. Gotham has been humming in the mud, in space, and on the ocean floor more than a decade, informed by the harshest and most demanding scenarios. Gotham is battle tested enterprise software.\nPalantir’s second Cornered Resource is talent. Karp’s reported nose for and ability to seduce top engineering talent has resulted in a who’s who roster almost impossible to emulate.\nAs an investor, I am okay with Palantir bears doodling out their diluted cash flow models and how stock based compensation affects it. But these bears cannot in the same breath:\n\nComplain about Palantir’s SBC and--\nArgue Palantir does not have a moat of engineering talent\n\nPalantir is incentivizing engineering and product talent with SBC and an opportunity to change the world. If one NFL team had no salary cap, every position would be filled with the top player in The League. That is what Karp has done.\nPalantir's Process Power\nEmbedded company organization and activity sets enabling lower costs and/or superior product, and which can be matched only by an extended commitment\nProcess Power is Palantir's seventh, and final, moat. The most obvious examples are product deployment speed and the comprehensive nature of Palantir’s offerings.\n\n An energy supermajor deployed our ERP suite in hours. Within two weeks, they generated $57 million of cash savings and expect to generate $1 billion on an annualized basis.\n\n-Palantir Q3 2020 Business Update\nTraditional high touch software solutions offered by competitors are delivered in roadmap fashion, with an ultimate product delivery sometimes months or even years down the road. Palantir’s software can be deployed and benefits realized within hours.\nIn addition, there are no competitors that have the sweeping data analytics offerings Palantir does. This means customers who are not using Palantir are burdened with licensing fees from dozens of separate companies whose software oftentimes doesn’t communicate with each other.\nSource:The Generalist\nPalantir has built a full stack of data analytics applications and continues to do so as needed for clients. The resulting product offering is so compelling and so rapidly delivered that Palantir does not have any direct competitors. In the above chart, Palantir's 19 product applications are outlined, with brief descriptions and which competitors offer a comparable product. Notice that the next most comprehensive offering comes from Tableau, and has only four products overlapping with Palantir.\nSource: Me, with help from Palantir’s S-1 filing\nWhen I initially began writing notes about Palantir’s Process Power, features such as product deployment speed and their comprehensive nature were immediately apparent. However, the more I reflected on Palantir’s business model, the more I began to see a second moat, one that is wider and deeper.\nPerhaps Palantir’s greatest strategic advantage is that its products offer the Process Power moat to its customers.\nSaid another way, Foundry and Gotham allow customers to build their own Process Power moat. If you are a Fortune 100 company using Palantir, your lead over competitors widens as your supply chains achieve resonance, inefficiencies are trimmed and the product roadmap slope goes vertical. Palantir's software allows customers to look into the very seeing stone it was named for.\nPalantir recognized this moat, which is why they are investing aggressively in early data companies – so they might take share in rapidly growing businesses defended by Palantir’s moats.\nPalantir Final Thoughts\nI am fascinated with the concept of building a fortress-like business with the staying power of a dynasty. There are only a few companies that can boast Palantir’s mélange of seven powers, and none exist in the data analytics sector. Palantir’s Scale Economies, Network Effects, Branding, Counter-Positioning, Cornered Resources, and Process Power have set the stage for massive value creation for itself, its investors and its clients.\nOver the coming decades, these moats will pool and interact, driving an evergreen flywheel allowing Palantir to create a business that is, in the words of Helmer,enduringly valuable. Palantir is building a dynasty.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113269264,"gmtCreate":1622620464258,"gmtModify":1704187452921,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113269264","repostId":"1185336388","repostType":4,"repost":{"id":"1185336388","kind":"news","pubTimestamp":1622620258,"share":"https://ttm.financial/m/news/1185336388?lang=&edition=fundamental","pubTime":"2021-06-02 15:50","market":"us","language":"en","title":"C3.ai FQ4 2021 Earnings Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=1185336388","media":"seeking alpha","summary":"C3.ai (NYSE:AI) is scheduled to announce FQ4 earnings results on Wednesday, June 2nd, after market c","content":"<ul><li>C3.ai (NYSE:AI) is scheduled to announce FQ4 earnings results on Wednesday, June 2nd, after market close.</li><li>The consensusEPS Estimate is -$0.27and the consensus Revenue Estimate is $50.6M.</li><li>Over the last 3 months, EPS estimates have seen 1upward revisionand 8 downward. Revenue estimates have seen 8 upward revisions and 0 downward.</li></ul><ul></ul>","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>C3.ai FQ4 2021 Earnings Preview</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\">\nC3.ai FQ4 2021 Earnings Preview\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 15:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3701913-c3ai-fq4-2021-earnings-preview><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>C3.ai (NYSE:AI) is scheduled to announce FQ4 earnings results on Wednesday, June 2nd, after market close.The consensusEPS Estimate is -$0.27and the consensus Revenue Estimate is $50.6M.Over the last 3...</p>\n\n<a href=\"https://seekingalpha.com/news/3701913-c3ai-fq4-2021-earnings-preview\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc."},"source_url":"https://seekingalpha.com/news/3701913-c3ai-fq4-2021-earnings-preview","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185336388","content_text":"C3.ai (NYSE:AI) is scheduled to announce FQ4 earnings results on Wednesday, June 2nd, after market close.The consensusEPS Estimate is -$0.27and the consensus Revenue Estimate is $50.6M.Over the last 3 months, EPS estimates have seen 1upward revisionand 8 downward. Revenue estimates have seen 8 upward revisions and 0 downward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158216826,"gmtCreate":1625150887465,"gmtModify":1703737276553,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158216826","repostId":"1175411154","repostType":4,"repost":{"id":"1175411154","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625146583,"share":"https://ttm.financial/m/news/1175411154?lang=&edition=fundamental","pubTime":"2021-07-01 21:36","market":"us","language":"en","title":"EV Stocks surged in Thursday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1175411154","media":"Tiger Newspress","summary":"EV Stocks surged in Thursday morning trading on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and L","content":"<p>EV Stocks surged in Thursday morning trading&nbsp;on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/a850dc2f94b465cace256883ee0685a8\" tg-width=\"371\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;</p>\n<p>Xpeng&nbsp;delivered&nbsp;6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;</p>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks surged in Thursday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks surged in Thursday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV Stocks surged in Thursday morning trading&nbsp;on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto&nbsp;climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/a850dc2f94b465cace256883ee0685a8\" tg-width=\"371\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;</p>\n<p>Xpeng&nbsp;delivered&nbsp;6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;</p>\n<p>Wall Street expects&nbsp;Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175411154","content_text":"EV Stocks surged in Thursday morning trading on Due to vehicle delivery.Tesla,Nio,Xpeng Motors and Li Auto climbed between 1% and 6%.\n\nNIO delivered 8,083 vehicles in June 2021, increasing by 116.1% year-over-year;\nXpeng delivered 6,565 vehicles in June 2021, a record month with a 617% increase year-over-year;\nWall Street expects Tesla Inc. to report deliveries of roughly 200,000 vehicles in the latest quarter, which would be a milestone for the electric-car makerled by Chief Executive Officer Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808687683,"gmtCreate":1627574071442,"gmtModify":1703492749350,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool&nbsp;","listText":"Cool&nbsp;","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808687683","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627572541,"share":"https://ttm.financial/m/news/1179174010?lang=&edition=fundamental","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk confirms Tesla AI Day will be on August 19</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\">\nMusk confirms Tesla AI Day will be on August 19\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-29 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p>\n<p><img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p>\n<p>While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p>\n<p>The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p>\n<p>Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001604355,"gmtCreate":1641226639330,"gmtModify":1676533585496,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>hmm","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a>hmm","text":"$Teladoc Health Inc.(TDOC)$hmm","images":[{"img":"https://static.itradeup.com/news/d73003d4e809974c4bac6ec5cd79aeee","width":"750","height":"2388"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001604355","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107468609,"gmtCreate":1620530080301,"gmtModify":1704344661203,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107468609","repostId":"1117194592","repostType":4,"repost":{"id":"1117194592","kind":"news","pubTimestamp":1620443747,"share":"https://ttm.financial/m/news/1117194592?lang=&edition=fundamental","pubTime":"2021-05-08 11:15","market":"us","language":"en","title":"Forget Dogecoin -- This Stock Is a Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1117194592","media":"fool","summary":"It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping t","content":"<p>It's probably a safe bet to say that many of the buyers of&nbsp;<b>Dogecoin</b>&nbsp;did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor something that jumps -- or drops -- 26% in value in the course of a day's trading just becauseElon MuskorMark Cubanmentions it in a tweet.</p><p>Investors looking for a moonshot investment would be better served to take a flier on a company in a sector that promises to create a fundamental shift in an existing industry. Electric vehicle (EV) sales are expected to jump from 1.7 million in 2020 to 8.5 million just by 2025, and to 26 million 10 years from now, according to industry research provider<i>BloombergNEF</i>. And the firm expects EV sales to more than double again in the following 10 years.</p><p>Charging station network leader&nbsp;<b>ChargePoint Holdings</b>(NYSE:CHPT)&nbsp;is established in the business, and investors in this company could ride the explosive EV growth trend.</p><p><b>De-SPAC results</b></p><p>ChargePoint went public on March 1 through a special purpose acquisition company (SPAC) merger. But unlike somede-SPAC companiesin the EV space, the company has so far met its sales expectations and kept its future outlook unchanged. That's because it was already an established business before going public, with more than 4,000 commercial and fleet customers, and more than 132,000 charging locations on its network in North America and Europe.</p><p>There is, and will be, plenty of competition in this space. But ChargePoint exists as one of the largest compared to other domestic and international players. Past and estimated future revenue of several in the sector are shown below.</p><table><tbody><tr><th>Company</th><th>2021 Revenue Estimate (million)</th><th>2020 Revenue (million)</th></tr><tr><td>ChargePoint</td><td>$200</td><td>$146</td></tr><tr><td>EVBox</td><td>$145</td><td>$84</td></tr><tr><td>Volta</td><td>$47</td><td>$25</td></tr><tr><td>EVgo</td><td>$20</td><td>$14</td></tr><tr><td>Blink Charging</td><td>NP*</td><td>$6.2</td></tr></tbody></table><p>DATA SOURCE: COMPANY FINANCIALS. *NOT PROVIDED</p><p><b>ChargePoint is the current favorite</b></p><p>ChargePoint already has a large lead in North America with a 70% share of Level 2 charging networks, which use 240-volt power. Its comprehensive network of offerings also includes more than 2,000 publicly available fast-charging stations. Its suite of products caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities.</p><p>And in a sign of how large the market can grow, President Joe Biden has proposed installing 500,000 new charging stations in the U.S. as part of an infrastructure initiative. He also intends to electrify bus fleets and government vehicle fleets. While ChargePoint supports the infrastructure package, and would almost certainly be a beneficiary of its passage, the company doesn't need that catalyst for its charging network to grow rapidly.</p><p><b>Investors should play the odds and think long-term</b></p><p>Betting on the EV sector is not a short-term strategy. But if the exponential global growth to more than 54 million vehicles by 2040 materializes, today's high valuations in the sector could eventually be more than justified. Just looking at the two with the highest and lowest 2020 revenue, respectively, theprice-to-sales ratiosare about 50 for ChargePoint, but 250 for&nbsp;<b>Blink Charging</b>(NASDAQ:BLNK).</p><p>A bet on the charging network sector has no guarantee of success, of course. It's possible that automakers will try to have proprietary networks similar to&nbsp;<b>Tesla</b>'s(NASDAQ:TSLA)supercharger network model. But asautomakersramp up EV production, it would seem to make more sense for them to focus on what they know best, potentially including battery production.</p><p>For an investor wanting to speculate for big gains, charging companies have an established business in a quickly growing sector. Dogecoin keeps going up as Elon Musk or others excite retail trader interest. But if that's the only reason it's rising, it can't continue long term. A charging company like ChargePoint should have better odds at providing long-term gains.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget Dogecoin -- This Stock Is a Better Buy</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\">\nForget Dogecoin -- This Stock Is a Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/07/forget-dogecoin-this-stock-is-a-better-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117194592","content_text":"It's probably a safe bet to say that many of the buyers of Dogecoin did so because they are hoping the meme cryptocurrency will go \"to the moon.\" But it'shard to make a real investment casefor something that jumps -- or drops -- 26% in value in the course of a day's trading just becauseElon MuskorMark Cubanmentions it in a tweet.Investors looking for a moonshot investment would be better served to take a flier on a company in a sector that promises to create a fundamental shift in an existing industry. Electric vehicle (EV) sales are expected to jump from 1.7 million in 2020 to 8.5 million just by 2025, and to 26 million 10 years from now, according to industry research providerBloombergNEF. And the firm expects EV sales to more than double again in the following 10 years.Charging station network leader ChargePoint Holdings(NYSE:CHPT) is established in the business, and investors in this company could ride the explosive EV growth trend.De-SPAC resultsChargePoint went public on March 1 through a special purpose acquisition company (SPAC) merger. But unlike somede-SPAC companiesin the EV space, the company has so far met its sales expectations and kept its future outlook unchanged. That's because it was already an established business before going public, with more than 4,000 commercial and fleet customers, and more than 132,000 charging locations on its network in North America and Europe.There is, and will be, plenty of competition in this space. But ChargePoint exists as one of the largest compared to other domestic and international players. Past and estimated future revenue of several in the sector are shown below.Company2021 Revenue Estimate (million)2020 Revenue (million)ChargePoint$200$146EVBox$145$84Volta$47$25EVgo$20$14Blink ChargingNP*$6.2DATA SOURCE: COMPANY FINANCIALS. *NOT PROVIDEDChargePoint is the current favoriteChargePoint already has a large lead in North America with a 70% share of Level 2 charging networks, which use 240-volt power. Its comprehensive network of offerings also includes more than 2,000 publicly available fast-charging stations. Its suite of products caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities.And in a sign of how large the market can grow, President Joe Biden has proposed installing 500,000 new charging stations in the U.S. as part of an infrastructure initiative. He also intends to electrify bus fleets and government vehicle fleets. While ChargePoint supports the infrastructure package, and would almost certainly be a beneficiary of its passage, the company doesn't need that catalyst for its charging network to grow rapidly.Investors should play the odds and think long-termBetting on the EV sector is not a short-term strategy. But if the exponential global growth to more than 54 million vehicles by 2040 materializes, today's high valuations in the sector could eventually be more than justified. Just looking at the two with the highest and lowest 2020 revenue, respectively, theprice-to-sales ratiosare about 50 for ChargePoint, but 250 for Blink Charging(NASDAQ:BLNK).A bet on the charging network sector has no guarantee of success, of course. It's possible that automakers will try to have proprietary networks similar to Tesla's(NASDAQ:TSLA)supercharger network model. But asautomakersramp up EV production, it would seem to make more sense for them to focus on what they know best, potentially including battery production.For an investor wanting to speculate for big gains, charging companies have an established business in a quickly growing sector. Dogecoin keeps going up as Elon Musk or others excite retail trader interest. But if that's the only reason it's rising, it can't continue long term. A charging company like ChargePoint should have better odds at providing long-term gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373719960,"gmtCreate":1618883065150,"gmtModify":1704716303337,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373719960","repostId":"2128903808","repostType":4,"repost":{"id":"2128903808","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618877880,"share":"https://ttm.financial/m/news/2128903808?lang=&edition=fundamental","pubTime":"2021-04-20 08:18","market":"us","language":"en","title":"Apple stock update: The key numbers you need to look at now","url":"https://stock-news.laohu8.com/highlight/detail?id=2128903808","media":"Dow Jones","summary":"These are the key metrics and stock valuation of the world's largest company.Apple Inc. kicks off a ","content":"<p>These are the key metrics and stock valuation of the world's largest company.</p><p>Apple Inc. kicks off a new snapshot series for the most-searched-for companies on MarketWatch.</p><p>The quarterly review will show comparisons of key metrics to watch and companies' most important issues to help investors makes decisions about whether to own shares.</p><p>The updates will include comparisons of results to competitors. Keep in mind that no two companies are alike -- even rivals don't compete in every space. Any investor needs to do their own research to make informed long-term decisions.</p><p><b>Where Apple fits in</b></p><p>As the largest company in the world, when measured by market capitalization, Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is contrasted with its largest \"big tech\" rivals -- the company remains mostly a hardware maker, while others among the largest tech players are growing sales more quickly and have businesses that center more on intellectual capital and services. But Apple's Services category -- including cloud storage and backup, digital content and payment services -- is growing rapidly and is its second-lagest reported business category.</p><p><b>Key metrics</b></p><p>Apple's fiscal year ends on the last Saturday in September. So its fiscal first quarter ended on Dec. 26. Here are some of the most important numbers that professional investors keep an eye on for the company and its rivals.</p><p><b>Sales growth</b></p><p>The company reports its sales by product/service line and also by geography. With its hardware focus, Apple's business is highly seasonal, so sales in its December quarter made up 38% of sales over the past four reported quarters.</p><p>Here are sales comparisons by product/service category:</p><p>And by geographical segment:</p><p>Apple's greatest sales growth was in China. This segment's sales made up 19.1% of the total during the December quarter, up from 14.8% a year earlier.</p><p><b>Pricing power and profitability</b></p><p>Here are year-over-year comparisons of gross margins and operating margins for Apple and five other large tech-oriented companies. Each company has a unique mix of business lines. This means a direct comparison isn't meaningful. Apple and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are mainly hardware companies. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) is a service company. Microsoft Corp., Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> have all been successful in building large, international corporate cloud-services business -- but all three derive more revenue from other lines.</p><p>Here's a comparison of sales growth figures, gross margins and operating margins for all six companies for their most recent reported quarters and year-earlier quarters.</p><p>A company's gross margin is its sales, less the cost of goods sold, divided by sales. It is a measure of pricing power. An expanding gross margin with growing sales is a good sign. If the gross margin is contracting, it could mean a company is being forced to increase use of discounting to stave off competition. Comparing only two periods may not be especially meaningful, but it is important to understand if there is a trend.</p><p>Apple's holiday-quarter gross margin expanded considerably year-over-year.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>All the listed companies expanded their quarterly operating margins except for Amazon.</p><p><b>Free cash flow</b></p><p>With many companies' businesses tied to intellectual property and services, some professional investors believe a focus on cash-flow generation can be more important in the modern economy than traditional measures of value, such as price-to-book or even price-to-earnings ratios. A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> yield can be calculated by dividing its trailing 12 months' FCF by the current share price.</p><p>For Apple and the five other large tech companies being compared  here, FCF can fluctuate greatly from quarter to quarter.</p><p>Here's a comparison of the six companies' changes in free cash flow per share for the past 12 reported months from the year-earlier 12-month period, along with  trailing 12-month free cash flow yields, based on closing share prices on April 16:</p><p>So Apple has come in second, after Alphabet, for FCF growth over the past 12 months. Apple has the highest FCF yield among this group.</p><p><b>Stock valuation and performance</b></p><p>Here are price-to-earnings (P/E) valuations for the six stocks, based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures through April 16:</p><p>Apple has the second-lowest forward P/E ratio. It has been the best performer among the group for three years and ranks third for five years.</p><p><b>Wall Street's opinion</b></p><p>Here's a summary of opinion among Wall Street analysts polled by FactSet:</p><p>The analysts working for brokerage companies love these stocks. But industry price targets are for only <a href=\"https://laohu8.com/S/AONE\">one</a> year, even though that is a relatively short period for a long-term investor. So the price targets aren't aggressive, despite the positive sentiment. Apple has the lowest percentage of \"buy\" or equivalent ratings but the second-highest implied 12-month upside.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple stock update: The key numbers you need to look at now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple stock update: The key numbers you need to look at now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-20 08:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>These are the key metrics and stock valuation of the world's largest company.</p><p>Apple Inc. kicks off a new snapshot series for the most-searched-for companies on MarketWatch.</p><p>The quarterly review will show comparisons of key metrics to watch and companies' most important issues to help investors makes decisions about whether to own shares.</p><p>The updates will include comparisons of results to competitors. Keep in mind that no two companies are alike -- even rivals don't compete in every space. Any investor needs to do their own research to make informed long-term decisions.</p><p><b>Where Apple fits in</b></p><p>As the largest company in the world, when measured by market capitalization, Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is contrasted with its largest \"big tech\" rivals -- the company remains mostly a hardware maker, while others among the largest tech players are growing sales more quickly and have businesses that center more on intellectual capital and services. But Apple's Services category -- including cloud storage and backup, digital content and payment services -- is growing rapidly and is its second-lagest reported business category.</p><p><b>Key metrics</b></p><p>Apple's fiscal year ends on the last Saturday in September. So its fiscal first quarter ended on Dec. 26. Here are some of the most important numbers that professional investors keep an eye on for the company and its rivals.</p><p><b>Sales growth</b></p><p>The company reports its sales by product/service line and also by geography. With its hardware focus, Apple's business is highly seasonal, so sales in its December quarter made up 38% of sales over the past four reported quarters.</p><p>Here are sales comparisons by product/service category:</p><p>And by geographical segment:</p><p>Apple's greatest sales growth was in China. This segment's sales made up 19.1% of the total during the December quarter, up from 14.8% a year earlier.</p><p><b>Pricing power and profitability</b></p><p>Here are year-over-year comparisons of gross margins and operating margins for Apple and five other large tech-oriented companies. Each company has a unique mix of business lines. This means a direct comparison isn't meaningful. Apple and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> are mainly hardware companies. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) is a service company. Microsoft Corp., Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> have all been successful in building large, international corporate cloud-services business -- but all three derive more revenue from other lines.</p><p>Here's a comparison of sales growth figures, gross margins and operating margins for all six companies for their most recent reported quarters and year-earlier quarters.</p><p>A company's gross margin is its sales, less the cost of goods sold, divided by sales. It is a measure of pricing power. An expanding gross margin with growing sales is a good sign. If the gross margin is contracting, it could mean a company is being forced to increase use of discounting to stave off competition. Comparing only two periods may not be especially meaningful, but it is important to understand if there is a trend.</p><p>Apple's holiday-quarter gross margin expanded considerably year-over-year.</p><p>A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"</p><p>All the listed companies expanded their quarterly operating margins except for Amazon.</p><p><b>Free cash flow</b></p><p>With many companies' businesses tied to intellectual property and services, some professional investors believe a focus on cash-flow generation can be more important in the modern economy than traditional measures of value, such as price-to-book or even price-to-earnings ratios. A company's free cash flow <a href=\"https://laohu8.com/S/FCF\">$(FCF)$</a> yield can be calculated by dividing its trailing 12 months' FCF by the current share price.</p><p>For Apple and the five other large tech companies being compared  here, FCF can fluctuate greatly from quarter to quarter.</p><p>Here's a comparison of the six companies' changes in free cash flow per share for the past 12 reported months from the year-earlier 12-month period, along with  trailing 12-month free cash flow yields, based on closing share prices on April 16:</p><p>So Apple has come in second, after Alphabet, for FCF growth over the past 12 months. Apple has the highest FCF yield among this group.</p><p><b>Stock valuation and performance</b></p><p>Here are price-to-earnings (P/E) valuations for the six stocks, based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures through April 16:</p><p>Apple has the second-lowest forward P/E ratio. It has been the best performer among the group for three years and ranks third for five years.</p><p><b>Wall Street's opinion</b></p><p>Here's a summary of opinion among Wall Street analysts polled by FactSet:</p><p>The analysts working for brokerage companies love these stocks. But industry price targets are for only <a href=\"https://laohu8.com/S/AONE\">one</a> year, even though that is a relatively short period for a long-term investor. So the price targets aren't aggressive, despite the positive sentiment. Apple has the lowest percentage of \"buy\" or equivalent ratings but the second-highest implied 12-month upside.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","GOOGL":"谷歌A","09086":"华夏纳指-U","AMZN":"亚马逊","NVDA":"英伟达","GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128903808","content_text":"These are the key metrics and stock valuation of the world's largest company.Apple Inc. kicks off a new snapshot series for the most-searched-for companies on MarketWatch.The quarterly review will show comparisons of key metrics to watch and companies' most important issues to help investors makes decisions about whether to own shares.The updates will include comparisons of results to competitors. Keep in mind that no two companies are alike -- even rivals don't compete in every space. Any investor needs to do their own research to make informed long-term decisions.Where Apple fits inAs the largest company in the world, when measured by market capitalization, Apple $(AAPL)$ is contrasted with its largest \"big tech\" rivals -- the company remains mostly a hardware maker, while others among the largest tech players are growing sales more quickly and have businesses that center more on intellectual capital and services. But Apple's Services category -- including cloud storage and backup, digital content and payment services -- is growing rapidly and is its second-lagest reported business category.Key metricsApple's fiscal year ends on the last Saturday in September. So its fiscal first quarter ended on Dec. 26. Here are some of the most important numbers that professional investors keep an eye on for the company and its rivals.Sales growthThe company reports its sales by product/service line and also by geography. With its hardware focus, Apple's business is highly seasonal, so sales in its December quarter made up 38% of sales over the past four reported quarters.Here are sales comparisons by product/service category:And by geographical segment:Apple's greatest sales growth was in China. This segment's sales made up 19.1% of the total during the December quarter, up from 14.8% a year earlier.Pricing power and profitabilityHere are year-over-year comparisons of gross margins and operating margins for Apple and five other large tech-oriented companies. Each company has a unique mix of business lines. This means a direct comparison isn't meaningful. Apple and Nvidia Corp. $(NVDA)$ are mainly hardware companies. Facebook Inc. (FB) is a service company. Microsoft Corp., Alphabet Inc. $(GOOGL)$(GOOGL) and Amazon.com Inc. $(AMZN)$ have all been successful in building large, international corporate cloud-services business -- but all three derive more revenue from other lines.Here's a comparison of sales growth figures, gross margins and operating margins for all six companies for their most recent reported quarters and year-earlier quarters.A company's gross margin is its sales, less the cost of goods sold, divided by sales. It is a measure of pricing power. An expanding gross margin with growing sales is a good sign. If the gross margin is contracting, it could mean a company is being forced to increase use of discounting to stave off competition. Comparing only two periods may not be especially meaningful, but it is important to understand if there is a trend.Apple's holiday-quarter gross margin expanded considerably year-over-year.A company's operating margin is its earnings before interest, taxes and depreciation divided by net sales. It can be considered \"return on sales.\"All the listed companies expanded their quarterly operating margins except for Amazon.Free cash flowWith many companies' businesses tied to intellectual property and services, some professional investors believe a focus on cash-flow generation can be more important in the modern economy than traditional measures of value, such as price-to-book or even price-to-earnings ratios. A company's free cash flow $(FCF)$ yield can be calculated by dividing its trailing 12 months' FCF by the current share price.For Apple and the five other large tech companies being compared  here, FCF can fluctuate greatly from quarter to quarter.Here's a comparison of the six companies' changes in free cash flow per share for the past 12 reported months from the year-earlier 12-month period, along with  trailing 12-month free cash flow yields, based on closing share prices on April 16:So Apple has come in second, after Alphabet, for FCF growth over the past 12 months. Apple has the highest FCF yield among this group.Stock valuation and performanceHere are price-to-earnings (P/E) valuations for the six stocks, based on consensus earnings estimates for the next 12 months among analysts polled by FactSet, along with total return figures through April 16:Apple has the second-lowest forward P/E ratio. It has been the best performer among the group for three years and ranks third for five years.Wall Street's opinionHere's a summary of opinion among Wall Street analysts polled by FactSet:The analysts working for brokerage companies love these stocks. But industry price targets are for only one year, even though that is a relatively short period for a long-term investor. So the price targets aren't aggressive, despite the positive sentiment. Apple has the lowest percentage of \"buy\" or equivalent ratings but the second-highest implied 12-month upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159836537,"gmtCreate":1624954799629,"gmtModify":1703848742558,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159836537","repostId":"1177242298","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126547102,"gmtCreate":1624580073006,"gmtModify":1703840736245,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126547102","repostId":"2146023438","repostType":2,"repost":{"id":"2146023438","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624565740,"share":"https://ttm.financial/m/news/2146023438?lang=&edition=fundamental","pubTime":"2021-06-25 04:15","market":"hk","language":"en","title":"Nike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023438","media":"Benzinga","summary":"Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period","content":"<html><body><p>Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period last year.  The company reported quarterly sales of $12.30 billion which beat the analyst consensus estimate of $11.01 billion by 11.72 percent.  This is a 94.84 percent increase over sales of $6.31 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate</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\">\nNike Q4 EPS $0.93 Beats $0.51 Estimate, Sales $12.30B Beat $11.01B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-25 04:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period last year.  The company reported quarterly sales of $12.30 billion which beat the analyst consensus estimate of $11.01 billion by 11.72 percent.  This is a 94.84 percent increase over sales of $6.31 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://www.benzinga.com/news/earnings/21/06/21713034/nike-q4-eps-0-93-beats-0-51-estimate-sales-12-30b-beat-11-01b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146023438","content_text":"Nike (NYSE:NKE) reported quarterly earnings of $0.93 per share which beat the analyst consensus estimate of $0.51 by 82.35 percent. This is a 282.35 percent increase over losses of $(0.51) per share from the same period last year.  The company reported quarterly sales of $12.30 billion which beat the analyst consensus estimate of $11.01 billion by 11.72 percent.  This is a 94.84 percent increase over sales of $6.31 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118526059,"gmtCreate":1622740202971,"gmtModify":1704190300631,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118526059","repostId":"2140247164","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107466066,"gmtCreate":1620530103355,"gmtModify":1704344662011,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/107466066","repostId":"1106882084","repostType":4,"repost":{"id":"1106882084","kind":"news","pubTimestamp":1620451121,"share":"https://ttm.financial/m/news/1106882084?lang=&edition=fundamental","pubTime":"2021-05-08 13:18","market":"us","language":"en","title":"US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1106882084","media":"renaissancecap...","summary":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros","content":"<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance company<b>Enact Holdings</b>(ACT).</p>\n<p>The largest deal of the week,<b>Enact Holdings</b>(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.</p>\n<p>Cross-border e-commerce platform<b>Global-E Online</b>(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.</p>\n<p>Hearing care services provider<b>hear.com</b>(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.</p>\n<p>Brazilian customer experience platform<b>Zenvia</b>(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.</p>\n<p>Israeli web analytics provider<b>Similarweb</b>(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.</p>\n<p>Online hydroponic equipment supplier<b>iPower</b>(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.</p>\n<p>Canadian cannabis products developer<b>Flora Growth</b>(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.</p>\n<p><img src=\"https://static.tigerbbs.com/57e90b667064a33ea39693340582c44c\" tg-width=\"1064\" tg-height=\"646\"></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Mortgage insurance and cross-border e-commerce lead a 7 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/81602/US-IPO-Week-Ahead-Mortgage-insurance-and-cross-border-e-commerce-lead-a-7-I","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106882084","content_text":"Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings(ACT).\nThe largest deal of the week,Enact Holdings(ACT) plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.\nCross-border e-commerce platformGlobal-E Online(GLBE) plans to raise $360 million at a $4.0 billion market cap. The company states that it has built the world’s leading platform to enable and accelerate global, direct-to-consumer cross-border e-commerce. Fast growing and profitable in 2020, Global-E has over 400 merchants on its platform and currently supports transactions in over 200 markets worldwide.\nHearing care services providerhear.com(HCG) plans to raise $300 million at a $2.1 billion market cap. The company’s data-driven approach to hearing care enables them to deliver a personalized experience and respond to customer needs in real time. While its conversion rate fell slightly in the FY20, hear.com saw 25%+ increases in both appointments and total customer sales.\nBrazilian customer experience platformZenvia(ZENV) plans to raise $213 million at a $607 million market cap. The company’s software platform facilitated the flow of communication for more than 9,400 customers throughout Latin America as of December 31, 2020. While it achieved a standalone net revenue expansion rate of over 110%, Zenvia’s EBIT turned negative in 2020.\nIsraeli web analytics providerSimilarweb(SMWB) plans to raise $160 million at a $1.7 billion market cap. The company has blue-chip customers across a variety of industries, and they include marketers, strategy teams, salespeople, analysts, and investors. Similarweb has demonstrated growth, though it remains small and unprofitable with widening losses.\nOnline hydroponic equipment supplieriPower(IPW) plans to raise $24 million at a $202 million market cap. Fast growing and profitable, the company sells equipment that enables its customers to grow fruits, vegetables, flowers, and other plants, including cannabis, through its own website and third party retailers like Amazon, eBay, and Walmart.\nCanadian cannabis products developerFlora Growth(FLGC) plans to raise $15 million at a $221 million market cap. Flora Growth cultivates and processes medical-grade cannabis oil and other cannabis derived products in Colombia. Flora Growth is highly unprofitable, and it just began generating revenues this past August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378666782,"gmtCreate":1619023991846,"gmtModify":1704718527501,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378666782","repostId":"2128689062","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373710657,"gmtCreate":1618883039079,"gmtModify":1704716301717,"author":{"id":"3578269551303318","authorId":"3578269551303318","name":"Pusheen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578269551303318","authorIdStr":"3578269551303318"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373710657","repostId":"2128657813","repostType":4,"repost":{"id":"2128657813","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618875709,"share":"https://ttm.financial/m/news/2128657813?lang=&edition=fundamental","pubTime":"2021-04-20 07:41","market":"fut","language":"en","title":"U.S. live cattle futures extend slide; lean hogs rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2128657813","media":"Reuters","summary":"CHICAGO, April 19 (Reuters) - CME Group live cattle futures fell on Monday, extending their slide to","content":"<p>CHICAGO, April 19 (Reuters) - CME Group live cattle futures fell on Monday, extending their slide to eight straight sessions on long liquidation and signs that surging wholesale beef prices may have reached a seasonal top, analysts said.</p>\n<p>Feeder cattle futures felt additional pressure from a jump in Chicago Board of Trade corn futures, a sign of rising feed costs.</p>\n<p>CME June live cattle settled down 0.575 cent on Monday at 118.600 cents per pound, and August feeder cattle futures fell 1.775 cents to end at 152.775 cents per pound.</p>\n<p>The June live cattle contract has been in retreat since setting a life-of-contract high on April 8, buoyed by rising beef prices tied to the approach of the summer grilling season and optimism about the U.S. economy.</p>\n<p>However, the U.S. Department of Agriculture reported a drop in wholesale prices for choice cuts of beef on Friday, and the reading barely budged on Monday, rising $0.12 to $276.17 per cwt, according to government data.</p>\n<p>\"The boxed beef feels like it's topping out. I think the bullish news got dialed in too quickly,\" said Don Roose, president of Iowa-based U.S. Commodities.</p>\n<p>In the hog market, CME June lean hog futures surged 2.625 cents to settle at 104.325 cents per pound, nearly erasing Friday's sell-off. The contract bounced on bargain-buying after tumbling more than 6.6% last week and dipping to its lowest since March 23.</p>\n<p>Robust cash hog prices and firming wholesale pork prices supported the market. The U.S. pork cutout, an indication of wholesale pork prices, rose $1.99 to $114.08 per cwt on Monday afternoon.</p>\n<p>\"We overdid it to the downside, technically, fundamentally - and now we are getting a bounce-back,\" Roose said.</p>\n<p>(Reporting by Julie Ingwersen; Editing by Sam Holmes)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. live cattle futures extend slide; lean hogs rebound</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\">\nU.S. live cattle futures extend slide; lean hogs rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-20 07:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CHICAGO, April 19 (Reuters) - CME Group live cattle futures fell on Monday, extending their slide to eight straight sessions on long liquidation and signs that surging wholesale beef prices may have reached a seasonal top, analysts said.</p>\n<p>Feeder cattle futures felt additional pressure from a jump in Chicago Board of Trade corn futures, a sign of rising feed costs.</p>\n<p>CME June live cattle settled down 0.575 cent on Monday at 118.600 cents per pound, and August feeder cattle futures fell 1.775 cents to end at 152.775 cents per pound.</p>\n<p>The June live cattle contract has been in retreat since setting a life-of-contract high on April 8, buoyed by rising beef prices tied to the approach of the summer grilling season and optimism about the U.S. economy.</p>\n<p>However, the U.S. Department of Agriculture reported a drop in wholesale prices for choice cuts of beef on Friday, and the reading barely budged on Monday, rising $0.12 to $276.17 per cwt, according to government data.</p>\n<p>\"The boxed beef feels like it's topping out. I think the bullish news got dialed in too quickly,\" said Don Roose, president of Iowa-based U.S. Commodities.</p>\n<p>In the hog market, CME June lean hog futures surged 2.625 cents to settle at 104.325 cents per pound, nearly erasing Friday's sell-off. The contract bounced on bargain-buying after tumbling more than 6.6% last week and dipping to its lowest since March 23.</p>\n<p>Robust cash hog prices and firming wholesale pork prices supported the market. The U.S. pork cutout, an indication of wholesale pork prices, rose $1.99 to $114.08 per cwt on Monday afternoon.</p>\n<p>\"We overdid it to the downside, technically, fundamentally - and now we are getting a bounce-back,\" Roose said.</p>\n<p>(Reporting by Julie Ingwersen; Editing by Sam Holmes)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128657813","content_text":"CHICAGO, April 19 (Reuters) - CME Group live cattle futures fell on Monday, extending their slide to eight straight sessions on long liquidation and signs that surging wholesale beef prices may have reached a seasonal top, analysts said.\nFeeder cattle futures felt additional pressure from a jump in Chicago Board of Trade corn futures, a sign of rising feed costs.\nCME June live cattle settled down 0.575 cent on Monday at 118.600 cents per pound, and August feeder cattle futures fell 1.775 cents to end at 152.775 cents per pound.\nThe June live cattle contract has been in retreat since setting a life-of-contract high on April 8, buoyed by rising beef prices tied to the approach of the summer grilling season and optimism about the U.S. economy.\nHowever, the U.S. Department of Agriculture reported a drop in wholesale prices for choice cuts of beef on Friday, and the reading barely budged on Monday, rising $0.12 to $276.17 per cwt, according to government data.\n\"The boxed beef feels like it's topping out. I think the bullish news got dialed in too quickly,\" said Don Roose, president of Iowa-based U.S. Commodities.\nIn the hog market, CME June lean hog futures surged 2.625 cents to settle at 104.325 cents per pound, nearly erasing Friday's sell-off. The contract bounced on bargain-buying after tumbling more than 6.6% last week and dipping to its lowest since March 23.\nRobust cash hog prices and firming wholesale pork prices supported the market. The U.S. pork cutout, an indication of wholesale pork prices, rose $1.99 to $114.08 per cwt on Monday afternoon.\n\"We overdid it to the downside, technically, fundamentally - and now we are getting a bounce-back,\" Roose said.\n(Reporting by Julie Ingwersen; Editing by Sam Holmes)","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}