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2024-07-02

$Tesla Motors(TSLA)$ Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days

2024-04-05

Guess the winner，Earn Tiger Coins

Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

Guess the winner，Earn Tiger Coins

2024-03-08

$Tesla Motors(TSLA)$

2023-12-29

$Tesla Motors(TSLA)$ High chance will go up depending on current market conditions.

2022-11-12

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2022-11-10

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2022-11-09

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3 Stocks to Avoid This Week

2022-11-07

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2022-10-27

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Adding $200 to These 4 Stocks Would Be a Genius Move Right Now

2022-10-14

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3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market

2022-10-13

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Want to Collect 4% in Dividends Every Month? Buy These 3 Stocks

2022-10-12

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Tesla Q3: Watch Out For $175 Entry Opportunity

2022-10-11

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2022-10-08

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2022-10-06

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Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning

2022-10-05

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2022-09-24

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2022-09-23

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Google Vs. Tesla: Which Stock Has A Better Forecast?

2022-09-21

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Alibaba: The Charlie Munger And Li Lu Divergence

2022-09-19

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Disney’s D23 Event Sends Stock on Multi-Day Decline

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days&nbsp;","text":"$Tesla Motors(TSLA)$ Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322856255000664","isVote":1,"tweetType":1,"viewCount":1809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291903572594904,"gmtCreate":1712291439039,"gmtModify":1712292486293,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CFCOKHIY&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=5b6d08025417145a08833e31c9d7129f&amp;invite=YHRG97&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CFCOKHIY&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=5b6d08025417145a08833e31c9d7129f&amp;invite=YHRG97&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291903572594904","isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":281808243564544,"gmtCreate":1709829350837,"gmtModify":1709829354052,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281808243564544","isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257179657015360,"gmtCreate":1703821886897,"gmtModify":1703821889410,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>High chance will go up depending on current market conditions.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>High chance will go up depending on current market conditions.&nbsp;","text":"$Tesla Motors(TSLA)$ High chance will go up depending on current market 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23:34","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2281607077","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>November got off to a rough start last week. The market sputtered, but the same can't be said for the equities that I figured would be in for a week of hurt. The \"three stocks to avoid\" in my column ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November got off to a rough start last week. The market sputtered, but the same can't be said for the equities that I figured would be in for a week of hurt. The \"three stocks to avoid\" in my column ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YETI":"YETI Holdings Inc.","BLNK":"Blink Charging","RDFN":"Redfin Corp"},"source_url":"https://www.fool.com/investing/2022/11/07/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281607077","content_text":"November got off to a rough start last week. The market sputtered, but the same can't be said for the equities that I figured would be in for a week of hurt. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Cinemark Holdings, CVS Health, and Noodles & Co. -- rose 7.6%, climbed 5.7%, and sank 5.2%, respectively, averaging out to a 2.7% ascent.The S&P 500 experienced a 3.3% move lower. I was wrong. I have still been right in 35 of the past 55 weeks, or 64% of the time.Now let's look at the week ahead. I see Yeti Holdings, Redfin, and Blink Charging as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. Yeti HoldingsThere's no denying the brand appeal of Yeti. If you're going to pay a premium for drinkware or a cooler, it's a fair shot that it will be a Yeti. The next few quarters could still prove challenging, though. The original Yeti, the fictional Himalayan beast, was built for winter, but the same can't be said about Yeti Holdings. We're seeing the economy sputter, and suddenly paying $35 for a 20-ounce Yeti tumbler doesn't seem like such a smart idea. We'll see how the company is holding up when it reports third-quarter results on Thursday morning.Yeti stock plummeted when it last posted fresh financials three months ago. It was a rare miss on both ends of the income statement. Analysts see top-line growth decelerating to 15% this week on negative earnings growth. Declining container costs will help with shipments, but just about everything else -- including, more importantly, consumer demand -- seems to be going the wrong way.William Blair analysts met with Yeti's CEO and CFO in mid-September, walking away encouraged, but less than a week later the CFO surprisingly resigned to find another gig closer to his family's home. The CFO's departure went into effect at the end of October. Why didn't he wait two more weeks to be there for a critical earnings report? The timing was surely a coincidence, but it's not a good look.The long-term potential for Yeti remains strong and the current valuation is attractive. It just has some trends working against it right now. Winter is coming, Yeti.2. RedfinThere's been more \"red\" than \"fin\" to Redfin these days. The stock is now 96% -- yes, 96% -- below the all-time high it hit early last year. Redfin stock is understandably out of favor. The real estate market is cracking from all sides, and Redfin's business is exposed like an unfinished attic.Redfin reports quarterly results on Wednesday afternoon, and it's going to be problematic. Real estate demand has shriveled up as mortgage rates skyrocket, and lower prices are crushing its home-flipping business. With loss projections widening, it's easy to fret about the near-term challenges Redfin is facing. Like Yeti, Redfin has strong long-term upside given its current valuation, but there are too many negative catalysts swirling about to get the stock moving higher for now.3. Blink ChargingAnother low-priced stock reporting earnings this week that's going through a rough patch is Blink Charging. Revenue growth has been strong as it builds out its networking of electric-vehicle charging stations, but the top-line results are still microscopic. We're talking about $35.6 million in trailing revenue. And as far as the stock has fallen, it's still trading for a stiff 19 times trailing revenue.The rub is that Blink Charging is losing a lot of money. It has posted larger-than-expected deficits in back-to-back quarters. Analysts have been widening their projections for red ink. Those same Wall Street pros see Blink Charging at least five years away from profitability. It will gets its say when it announces quarterly results on Tuesday afternoon. It might not have enough juice.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Yeti Holdings, Redfin, and Blink Charging this week.","news_type":1,"symbols_score_info":{"YETI":0.9,"BLNK":0.72,"RDFN":0.9}},"isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987982565,"gmtCreate":1667793006457,"gmtModify":1676537964499,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987982565","repostId":"1187333009","repostType":4,"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986316620,"gmtCreate":1666885703961,"gmtModify":1676537824716,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986316620","repostId":"2278050145","repostType":2,"repost":{"id":"2278050145","kind":"highlight","pubTimestamp":1666884010,"share":"https://ttm.financial/m/news/2278050145?lang=&edition=fundamental","pubTime":"2022-10-27 23:20","market":"us","language":"en","title":"Adding $200 to These 4 Stocks Would Be a Genius Move Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2278050145","media":"Motley Fool","summary":"A reasonably small amount of money can go a long way when invested in game-changing companies.","content":"<div>\n<p>Making money on Wall Street has proved exceptionally difficult in 2022. Since each of the major U.S. stock indexes hit their respective all-time highs between the midpoint of November 2021 and the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adding $200 to These 4 Stocks Would Be a Genius Move Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAdding $200 to These 4 Stocks Would Be a Genius Move Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Making money on Wall Street has proved exceptionally difficult in 2022. Since each of the major U.S. stock indexes hit their respective all-time highs between the midpoint of November 2021 and the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPD":"Enterprise Products Partners L.P","BAC":"美国银行","CRWD":"CrowdStrike Holdings, Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278050145","content_text":"Making money on Wall Street has proved exceptionally difficult in 2022. Since each of the major U.S. stock indexes hit their respective all-time highs between the midpoint of November 2021 and the first week of January 2022, they've all plunged into a bear market. The Nasdaq Composite has fared the worst, with a peak-to-trough decline of as much as 38%.Over short time frames, bear markets can be unnerving. The velocity of downside moves, coupled with unrealized losses, can make even tenured investors question their thesis. Yet history has proved time and again that buying high-quality stocks during double-digit percentage downturns in the broader market is a smart decision.Image source: Getty Images.Best of all, since most online brokerages have eliminated commissions and minimum-deposit requirements, any amount of money -- even $200 -- can be the right amount to put to work during this downturn.If you have $200 ready to invest that won't be needed to cover emergencies or pay bills, adding it to these four stocks would be a genius move right now.Bank of AmericaThe first phenomenal stock that would make for a smart add with $200 is money-center giant Bank of America. Even though bank stocks are cyclical and fears of a recession are brewing in the U.S., BofA has two important trends working in its favor.To begin with, no money-center bank is more interest-sensitive than Bank of America. Normally, this would be a bad thing during a bear market, as we'd expect the Federal Reserve to step in with a variety of monetary easing measures. But that's not the case this time around.With inflation running hotter than at any point in the past four decades, the nation's central bank has no choice but to aggressively raise interest rates. For BofA, this means billions of dollars in added net interest income from its variable-rate outstanding loans. And it doesn't have to do any extra work to generate this extra income.The other oft-overlooked catalyst for Bank of America is its growing digital engagement. Investing heavily in digitization has helped increase its number of active monthly digital users to 43 million as of the end of September. More importantly, 48% of total sales are being completed online or via mobile app, which is up 19 percentage points from the comparable quarter in 2019.  Because digital interactions cost a fraction of what in-person or phone-based interactions run, BofA is able to save money by consolidating some of its physical branches. This is making an already cheap stock that much more attractive.Enterprise Products PartnersAnother genius stock to buy with $200 is midstream oil and gas company Enterprise Products Partners. While some investors might be leery of energy stocks considering the wild ride they were taken on during the initial stages of the pandemic, Enterprise can easily allay these concerns.The important thing for investors to understand about Enterprise Products Partners is that it's a midstream operator. As such, it's a middleman that operates more than 50,000 miles of transmission pipelines and can store up to 14 billion cubic feet of natural gas. Companies that move, store, and process oil and natural gas like Enterprise Products Partners work on long-term fixed-fee or volume-based contracts that produce very predictable operating cash flow. So wild fluctuations in the spot price of oil and natural gas have virtually no impact on the company's cash flow.Another key catalyst for Enterprise Products Partners is the globally broken energy supply chain. For more than two years, the pandemic has discouraged major energy companies from putting money to work due to economic uncertainty. And Russia - Ukraine war has put oil and natural gas transmission to parts of Europe in doubt. With no means to quickly boost worldwide oil and gas supply, energy commodity prices should remain elevated. That'll likely encourage drilling projects in the U.S. and only further increase demand for energy infrastructure.And if that's still not enough, Enterprise Products Partners is yielding 7.6% and has increased its base annual distribution in each of the past 24 years.Image source: Getty Images.Upstart HoldingsA third stock begging to be bought with $200 is cloud-based lending platform Upstart Holdings. Though you're right to suspect that a lending platform would run into some struggles with interest rates climbing, Upstart offers competitive advantages that make it a smart buy even in a challenging environment.What separates Upstart from its competition is the company's artificial intelligence (AI) based platform that shuns traditional credit-score metrics in favor of machine learning. All told, nearly three-quarters of Upstart loan applications are fully automated and approved. That saves time and costs for lending institutions.Furthermore, as I've previously pointed out, Upstart's AI-driven platform has led to a broader mix of applicants being approved for loans. On average, Upstart-approved loans have a lower credit score than traditionally vetted loans. But when compared to each other, delinquency rates have been similar for both types of loans. The takeaway is that the company can increase the customer pool for banks and credit unions without adversely affecting their credit risk.Something else to consider is that Upstart is still very early in its expansion. Throughout most of its young history, it has focused on vetting personal loans. But it's now engaged in auto-loan originations and small-business loans. On a combined basis, auto and small-business loans represent 10 times the loan market value of just personal loans. Upstart has industry disruptor potential written all over it.CrowdStrike HoldingsFinally, cybersecurity company CrowdStrike Holdings would be a genius stock to buy with $200 right now. Although growth stocks with premium valuations have fared poorly in 2022, there are very good reasons CrowdStrike can sustain its premium multiple as it grows.For one, cybersecurity has become a basic necessity. It doesn't matter how well or poorly the U.S. economy is performing; hackers and robots don't take a day off. This need for businesses to protect sensitive data provides a relatively safe demand floor beneath most cybersecurity companies.More specific to CrowdStrike, it has the cloud-native Falcon security platform in its corner. Falcon relies on AI to grow smarter at identifying and responding to potential end-user threats over time. Even though CrowdStrike's cybersecurity services are costlier than some of its competitors, the company's gross retention rate has modestly climbed over the trailing-five-year period.  That's an indication its customers trust the product(s).But what makes CrowdStrike such a surefire investment for growth seekers is its ability to get its existing clients to spend more. While its new-customer acquisition has been impressive, growing the percentage of customers that purchased four or more cloud-module subscriptions from less than 10% to over 70% in a five-year stretch is astounding. If add-on purchases continue at this pace, the company will have no trouble eventually surpassing an 80% adjusted subscription gross margin.","news_type":1,"symbols_score_info":{"CRWD":0.9,"EPD":0.9,"UPST":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980200215,"gmtCreate":1665727210637,"gmtModify":1676537656325,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980200215","repostId":"2275086626","repostType":4,"repost":{"id":"2275086626","kind":"highlight","pubTimestamp":1665719467,"share":"https://ttm.financial/m/news/2275086626?lang=&edition=fundamental","pubTime":"2022-10-14 11:51","market":"us","language":"en","title":"3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2275086626","media":"Motley Fool","summary":"All three companies could stage a dramatic comeback due to the dominance of key niches.","content":"<div>\n<p>Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market</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 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275086626","content_text":"Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that innovation leaders will be the first stocks to emerge from this downturn. If she's correct, Roku, Zoom Video Communications, and Block are three top Ark Innovation ETF holdings that should lead the way.1. RokuTelevision is switching to streaming, and Roku has placed itself in the center of that trend. While it may appear to merely aggregate all the streaming channels on to one platform, its strength from the investor perspective is advertising. Since its site caters most strongly to advertisers, Roku gives programming providers an outlet for revenue generation as broadcast TV transitions to streaming.Cathie Wood recently gave Roku a $605 per-share price target by 2026. However, investors seem to feel differently, as they have sold Roku stock amid the bear market, which has fallen nearly 90% from its February 2021 high. Supply chain constraints regarding equipment and slowing growth in ad spending put further pressure on the stock. Roku forecast just 3% revenue growth in Q3, down from 56% in 2021.But for all the problems, Roku claims a leading 31% market share in global streaming, according to Conviva. Moreover, for the 2022-23 television season, it received over $1 billion in commitments due to deals with all seven major agency holding companies.And investors should note that revenue growth remains positive, rising 23% year over year to $1.5 billion in the first two quarters of 2022.Additionally, the 2.5 price-to-sales (P/S) ratio takes its valuation to a record low. Between that valuation and Roku's increasingly important role in television, buying Roku could become the smartest thing you ever do if it can meet Wood's price target.2. ZoomCathie Wood has stood out for her $1,500 per-share price target by 2026 on Zoom. While that could prove aggressive, Zoom has undoubtedly become the platform of choice, as it continues to claim a 74% market share of the online meeting space, according to Datanyze.And while that dominance made it a significant Cathie Wood investment, it may be the expanding ecosystem that seals the deal. In addition to Zoom Meetings, offerings such as Zoom Phone, Zoom Contact Center, Zoom Webinars, and others could increasingly coalesce to build a formidable communications ecosystem.Zoom Phone, which enables secure voice calls, benefited from record results in its latest quarter (which ended July 31), as accounts of 10,000 or more surged 112% higher year over year. Also, clients such as UCLA and Warner Bros. Discovery have adopted the Zoom Contact Center.Amid this progress, revenue continues to grow -- coming in at $2.2 billion in the first half of the year, up 10%. Also, since the company generated $723 million in free cash flow during the same period, it can continue to invest in itself regardless of interest rates.The stock has fallen nearly 90% from its 2020 high, and competition --  particularly from Microsoft -- will continue to loom large. Nonetheless, its P/S ratio of five is at a record low, and if it can build on its dominance in the meeting space, Zoom has a shot at living up to Wood's expectations.3. BlockJack Dorsey has received a lot of negative reactions from taking Block (formerly known as Square) in a heavily Bitcoin-oriented direction. However, one supporter is Cathie Wood, an early backer of cryptocurrency. Now, with Block eyeing a full-fledged Bitcoin ecosystem, Block could surge much higher if conditions prove Dorsey and Wood right.Moreover, Block's Square ecosystem continues to gain popularity as a financial platform for small and medium-sized businesses in the developed world. This is especially true in the U.S., where it can serve as both a fintech company and traditional bank. Additionally, Cash App has emerged as a popular alternative to PayPal's Venmo social payments platform, growing to more than 80 million users.These ecosystems led to a gross profit for the first half of 2022 of almost $2.8 billion, surging 31% compared with the same time frame last year. Still, amid the falling price of Bitcoin and a bear market, Block's share price has fallen to 2018 levels.However, Block's valuation has also fallen to record lows. While its P/S ratio is just under two, it rises to about three if backing out the 42% of revenue derived from Bitcoin so far this year. That valuation, along with the successes of its Square and Cash App segments, could make it a buy even if one is leery about Wood's and Dorsey's predictions for Bitcoin.","news_type":1,"symbols_score_info":{"ROKU":0.9,"SQ":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980133402,"gmtCreate":1665670539506,"gmtModify":1676537646652,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980133402","repostId":"2274659158","repostType":2,"repost":{"id":"2274659158","kind":"highlight","pubTimestamp":1665674730,"share":"https://ttm.financial/m/news/2274659158?lang=&edition=fundamental","pubTime":"2022-10-13 23:25","market":"us","language":"en","title":"Want to Collect 4% in Dividends Every Month? Buy These 3 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2274659158","media":"Motley Fool","summary":"These stocks pay at different intervals and collectively can ensure you're collecting a dividend payment each month.","content":"<div>\n<p>Investing in dividend stocks is a good way to combat inflation and a bear market. Collecting a recurring dividend payment can strengthen your financial position and improve your portfolio's returns....</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want to Collect 4% in Dividends Every Month? Buy These 3 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\">\nWant to Collect 4% in Dividends Every Month? Buy These 3 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in dividend stocks is a good way to combat inflation and a bear market. Collecting a recurring dividend payment can strengthen your financial position and improve your portfolio's returns....</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"At&T","TRP":"TC Energy","GILD":"吉利德科学"},"source_url":"https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274659158","content_text":"Investing in dividend stocks is a good way to combat inflation and a bear market. Collecting a recurring dividend payment can strengthen your financial position and improve your portfolio's returns.And there are plenty of high-yielding stocks out there that pay much more than the S&P 500 dividend yield of 1.8%. Gilead Sciences, AT&T, and TC Energy all pay more than double that amount. And if you invest in all three, you can ensure that you're collecting a high dividend every month of the year.1. Gilead SciencesHealthcare company Gilead Sciences generates the bulk of its money from HIV medicines, although it also has an oncology business that has been growing. Cancer drug Trodelvy has brought in $305 million in sales through the first six months of the year, representing year-over-year growth of 90%. But it's still in its early stages, as the drug could generate up to $3 billion in revenue at its peak.Overall, the company's revenue after the first two quarters of 2022 has totaled $12.9 billion and is up 2%, thanks to both Trodelvy and HIV sales, which are up 5% year over year. Year-to-date profits of $1.2 billion are down from the $3.3 billion that the company generated a year ago, but that's largely due to in-process research and development impairment of $2.7 billion that Gilead recorded earlier this year, stemming from an acquisition in 2020. The charge is nonrecurring and shouldn't detract investors from what's still a solid business.Gilead's dividend currently yields 4.5%, and the company makes payments every March, June, September, and December.2. AT&TTelecom company AT&T spun off WarnerMedia earlier this year (now part of Warner Bros. Discovery) as it sought to simplify its business. Combining streaming with telecom could have made it difficult for the company to balance both its dividend while also pursuing a growth strategy that would have seen it go up against big names like Walt Disney and Netflix.As a result of the spinoff, AT&T is in the midst of a transition, and investors may be concerned about the dividend. However, management projects that by the end of the year, it can shave more than $4 billion in annualized costs from its books. That would go a long way in making investors feel comfortable about the dividend, which costs the company over $8 billion during a 12-month period.This year, AT&T is projecting a free cash flow of about $14 billion. There is already a buffer between the dividend and free cash flow, but additional cost savings will help make AT&T a more tenable investment for risk-averse investors.There is some risk with AT&T's 7.4% yield, especially after the company said its customers were slower at paying their bills when it last reported earnings in July. But as long as that situation doesn't deteriorate further and if the company can come through on its cost-saving goals for the year, AT&T could make for an underrated, contrarian buy right now. The telecom giant makes dividend payments in February, May, August, and November.3. TC EnergyEnergy infrastructure company TC Energy makes for a safe, solid income investment to own. It transports oil and natural gas on its pipelines, which help connect Canada, the U.S., and Mexico. It also has power-generation facilities that power millions of homes.The company's business has been fairly stable, with TC Energy projecting that this year its comparable earnings per share will be in line with what it reported last year. Through the first six months of the year, TC Energy's comparable earnings total CA$2.1 billion and are down less than 3% from what the business generated a year earlier.The consistency in TC Energy's business makes it a reliable dividend stock to own; in each of the past four years, its annual revenue has been between CA$13 billion and CA$13.7 billion. And at 6.3%, investors can collect a fairly high yield from the stock.TC Energy has also increased its dividend for more than 20 years in a row, averaging a compounded annual growth rate of 7% during that time. The company normally makes dividend payments every January, April, July, and October.","news_type":1,"symbols_score_info":{"GILD":0.9,"TRP":0.9,"T":0.9}},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917563486,"gmtCreate":1665541447645,"gmtModify":1676537624172,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917563486","repostId":"2274509950","repostType":4,"repost":{"id":"2274509950","kind":"news","pubTimestamp":1665527328,"share":"https://ttm.financial/m/news/2274509950?lang=&edition=fundamental","pubTime":"2022-10-12 06:28","market":"us","language":"en","title":"Tesla Q3: Watch Out For $175 Entry Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2274509950","media":"Seeking Alpha","summary":"SummaryBased on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).This article will detail my an","content":"<html><head></head><body><h2>Summary</h2><ul><li>Based on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).</li><li>This article will detail my analysis of these trigger points so investors can better prepare for its incoming Q3 earnings report.</li><li>I see more downside than upside in the near term.</li><li>Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f30162e5d01c89f44270126190415d5e\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>peerapong muangjan/iStock via Getty Images</span></p><h2>Thesis</h2><p>Tesla (NASDAQ:TSLA) experienced its largest one-day selloff recently after the company reported Q3 deliveries that missed consensus expectations. Given the magnitude of such price movements, my view is that the market has already fully bakedits incoming Q3 earnings report (scheduled on Oct. 19, 2022) into the current prices. And as such, I foresee the stock to be range bound between $175 and $250 in the near future. I do not see major catalysts to break this range till its Q4 delivery report.</p><p>This article will detail my analysis of these trigger points so investors can better prepare. Overall, I see more downside (about 22%) than upside (about 12%) in the near term. Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.</p><p>For swing traders, fundamental valuation metrics may be misleading for extremely volatile stocks like TSLA. It is a well-known fact, for such stocks, bottom valuation can occur at the bottom of their near-term cycle and vice versa. Hence, swing traders might find the first chart below more helpful. The stock is currently 46.6% off its recent high. And in the past since 2017, the stock has suffered corrections as large as this current only 3 times: in 2019, 2020, and most recently in 2022. As you can see, in each case, the stock staged a rapid rebound shortly afterward. And the $175 price, if reached due to jitter caused by its Q3 earnings report, would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID fire sale.</p><p>The remainder of this article is more oriented toward long-term holders. A price of $175 would translate into an FW EV/EBITDA of 26.4x, and next, you will see why such an entry valuation creates favorable returns potential in the long term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5603adba6f02bb330db601263275278\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha data</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9369ffd7a8e33867fdda6d2103c79cb0\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Author based on Yahoo data</span></p><h2>Long-term growth potential intact</h2><p>I view the Q3 delivery miss only as a short-term speed bump. To wit, Tesla produced 365,923 vehicles in Q3 and delivered 343,830. These numbers still represent remarkable growth (in the range of 40-50% YOY growth and the range of 30-40% QoQ). However, these numbers missed consensus estimates for deliveries by about 4%.</p><p>First, TSLA still enjoys capital allocation flexibility and is still investing aggressively toward growth. The following chart provides a summary of TSLA maintenance and growth capital spending in the recent past since Jan 2020. Its total depreciation and amortization (&#34;TDA&#34;) are $3.4B. Its CAPEX expenditures are at $7.15B, exceeding its total TDA by $3.75B. In relative terms, its CAPEX expenditures are more than 2x of its TDA.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d6622bf64ea483a455c02f54048b2d6\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha data</span></p><p>And hence, a large part of its CAPEX spending is toward growth CAPEX. If we approximate its maintenance CAPEX by the TDA, then it has been on average $2.57B since 2020 as seen from the top panel above. And its total CAPEX has been on average $4.76B. The difference of $2.19B can then be used to approximate the amount of growth CAPEX it has been reinvesting. In other words, the growth CAPEX is on average about 46% of the total CAPEX spending in recent years. As a result, its owners&#39; earnings (&#34;OE&#34;) are much higher than its accounting EPS because the growth CAPEX should be added back to its owners&#39; earnings, as shown in the chart below.</p><p>The chart below shows TSLA&#39;s true economic earnings compared to its accounting EPS using Greenwald&#39;s method as detailed in my earlier article or his book entitled Value Investing. As seen, TSLA&#39;s OE has systematically exceeded its accounting EPS and also its FCF (free cash flow) since 2018. As of 2021, its OE is about $9 per share compared to an accounting EPS of only ~$2 per share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f59bb85704ef18293970f72f967ebe74\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><h2>Non-linear growth drivers down the road</h2><p>Looking further out, there are longer-term growth drivers that are highly nonlinear. Currently, TSLA is still a &#34;car&#34; company that derives the bulk of its income from manufacturing and selling cars (84.7% of its total revenue as seen in the chart below).</p><p>However, its other segments, the non-manufacturing segments, are growing rapidly. As a notable example, its automotive services now represent 7.06% of its total revenue. With its FSD potential, such services can break all the limitations of hardware manufacturing. It could become totally scalable just like a software platform, and as a result, enjoys higher-order nonlinear growth. As detailed in my earlier article, a few key factors to consider:</p><blockquote><ol><li><i>FSD can lead to more miles driven. For example, researchers at the</i> <i>Institute of Transportationat the University of California began to show that automated or semi-automated vehicles like those TSLA makes, when there are enough of them in operation, can lead to increased vehicle miles traveled (&#34;VMT&#34;).</i></li><li><i>The FSD technology becomes more valuable when more people use it. In the 2022 Annual</i> <i>Meeting of Stockholders</i> <i>(Thursday, August 4, 2022), Musk believes that Tesla&#39;s cumulative production of vehicles will reach 100 million. Meanwhile, its autonomous driving technology is maturing and scaling up rapidly. As of Q2-2022, over 100,000 Tesla drivers in North America had access to Full Self-Driving Beta. And the accumulated miles driven by Full Self-Driving had been expanding exponentially and reached 35 million miles so far.</i></li></ol></blockquote><p>The factors create new strategies for TSLA to monetize in areas like service sales (service income will be proportional to VMT), insurance income (which would be also proportional to VMT but in a different paradigm with large-scale FSD deployment), and also autonomous driving functions and software.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e8ebcb6136fb0b69bfd3b8abd66973\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/><span>BofA data and TSLA presentation</span></p><h2>The near-term headwinds</h2><p>Although in the near term, there is no shortage of headwinds to keep the stock price range bound as mentioned above. And the Q3 delivery miss is a symptom of these ongoing headwinds. These headwinds include limited production and shutdowns at its factory in Shanghai for a large part of 1H 2022 and potential disruptions for the rest of the year also. The company still faces challenges associated with ongoing supply-chain disruptions and labor shortages. At the same, other traditional automakers are investing aggressively in their EV development too and competing fiercely for market share. Also, EV adoption is currently driven primarily by government regulations and subsidies, and these regulations and subsidies could change with short notice.</p><p>These uncertainties are encapsulated in the large variance in the consensus estimates. A total of 31 analysts provided earnings revisions for the last 3 months. And the revisions are close to a perfect split between Up Revisions and Down Revisions. A total of 18 analysts submitted an up revision and 13 a down revision. The revised estimates vary widely too. Even for 2022, the lower end of the consensus EPS is $3.75 and the high end is $6.53, a variance of 74%. And the variance widens further to 112% for 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/333c69cc288ac721e338af33d85b6baf\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><h2>The $175-250 trading range again</h2><p>At its current price level, its valuation is still elevated despite the recent correction. To wit, it is currently valued at around 10.2x EV/sales ratio and 47.8x EV/EBITDA. On an FW basis, the multiples are a bit lower but it is at around 8.3x EV/sales ratio and 33.6x EV/EBITDA. It is expensive both in relative terms and absolute terms in my mind. As a reference point, the overall market is valued at about 3.5x EV/sales and 16x EV/EBITDA. On an absolute scale, leading institutions like BofA Global Research model its near-term valuation around 13x EV/Sales and 55x EV/EBITDA. I think these multiples are way too optimistic given the near-term headwinds and the historical volatility.</p><p>My target valuations are provided in the second chart below. As seen, I am essentially assuming ½ of the valuation provided by BofA in the near term. The lower bound of my price range corresponds to 6.5x FW EV/sales ratio and 26.4x EV/EBITDA. The estimates were made using financial data provided by SA as summarized in the lower part of the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9cbaf099431a293b3dc5d811169c254\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha data</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0decb276cfc925bb3c6b0efa8745e5c5\" tg-width=\"640\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To reiterate, I see Tesla stock price oscillating in a relatively narrow range of $175-$250 trading range till the Q4 delivery report. With the recent large price movements, the market has baked in the Q3 earnings report already. Overall, I see more downside in the near term than upside due to the near-term headwinds. Its Q3 delivery miss is a symptom of these headwinds, including the lingering effects from its Shanghai factor shutdown, ongoing supply-chain disruptions, labor shortages, et al.</p><p>While there might be some interesting opportunities for both swing traders and long-term investors, the $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding. A price of $175 would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID firesale. For long-term-oriented investors, a price of $175 would translate into a 26.4x EV/EBITDA, leaving a large margin of safety. It is about ½ of the multiples used by leading institutes such as BofA (55x) and close to its multi-year bottom of 23.6x observed in early 2020. Such a margin of safety shortens the timeframe for its nonlinear growth potential such as production ramp-up and FSD to catch up with its current valuations.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q3: Watch Out For $175 Entry Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q3: Watch Out For $175 Entry Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 06:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545981-tesla-tsla-watch-out-for-entry-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBased on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).This article will detail my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545981-tesla-tsla-watch-out-for-entry-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4545981-tesla-tsla-watch-out-for-entry-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274509950","content_text":"SummaryBased on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).This article will detail my analysis of these trigger points so investors can better prepare for its incoming Q3 earnings report.I see more downside than upside in the near term.Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.peerapong muangjan/iStock via Getty ImagesThesisTesla (NASDAQ:TSLA) experienced its largest one-day selloff recently after the company reported Q3 deliveries that missed consensus expectations. Given the magnitude of such price movements, my view is that the market has already fully bakedits incoming Q3 earnings report (scheduled on Oct. 19, 2022) into the current prices. And as such, I foresee the stock to be range bound between $175 and $250 in the near future. I do not see major catalysts to break this range till its Q4 delivery report.This article will detail my analysis of these trigger points so investors can better prepare. Overall, I see more downside (about 22%) than upside (about 12%) in the near term. Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.For swing traders, fundamental valuation metrics may be misleading for extremely volatile stocks like TSLA. It is a well-known fact, for such stocks, bottom valuation can occur at the bottom of their near-term cycle and vice versa. Hence, swing traders might find the first chart below more helpful. The stock is currently 46.6% off its recent high. And in the past since 2017, the stock has suffered corrections as large as this current only 3 times: in 2019, 2020, and most recently in 2022. As you can see, in each case, the stock staged a rapid rebound shortly afterward. And the $175 price, if reached due to jitter caused by its Q3 earnings report, would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID fire sale.The remainder of this article is more oriented toward long-term holders. A price of $175 would translate into an FW EV/EBITDA of 26.4x, and next, you will see why such an entry valuation creates favorable returns potential in the long term.Seeking Alpha dataAuthor based on Yahoo dataLong-term growth potential intactI view the Q3 delivery miss only as a short-term speed bump. To wit, Tesla produced 365,923 vehicles in Q3 and delivered 343,830. These numbers still represent remarkable growth (in the range of 40-50% YOY growth and the range of 30-40% QoQ). However, these numbers missed consensus estimates for deliveries by about 4%.First, TSLA still enjoys capital allocation flexibility and is still investing aggressively toward growth. The following chart provides a summary of TSLA maintenance and growth capital spending in the recent past since Jan 2020. Its total depreciation and amortization (\"TDA\") are $3.4B. Its CAPEX expenditures are at $7.15B, exceeding its total TDA by $3.75B. In relative terms, its CAPEX expenditures are more than 2x of its TDA.Seeking Alpha dataAnd hence, a large part of its CAPEX spending is toward growth CAPEX. If we approximate its maintenance CAPEX by the TDA, then it has been on average $2.57B since 2020 as seen from the top panel above. And its total CAPEX has been on average $4.76B. The difference of $2.19B can then be used to approximate the amount of growth CAPEX it has been reinvesting. In other words, the growth CAPEX is on average about 46% of the total CAPEX spending in recent years. As a result, its owners' earnings (\"OE\") are much higher than its accounting EPS because the growth CAPEX should be added back to its owners' earnings, as shown in the chart below.The chart below shows TSLA's true economic earnings compared to its accounting EPS using Greenwald's method as detailed in my earlier article or his book entitled Value Investing. As seen, TSLA's OE has systematically exceeded its accounting EPS and also its FCF (free cash flow) since 2018. As of 2021, its OE is about $9 per share compared to an accounting EPS of only ~$2 per share.Author based on Seeking Alpha dataNon-linear growth drivers down the roadLooking further out, there are longer-term growth drivers that are highly nonlinear. Currently, TSLA is still a \"car\" company that derives the bulk of its income from manufacturing and selling cars (84.7% of its total revenue as seen in the chart below).However, its other segments, the non-manufacturing segments, are growing rapidly. As a notable example, its automotive services now represent 7.06% of its total revenue. With its FSD potential, such services can break all the limitations of hardware manufacturing. It could become totally scalable just like a software platform, and as a result, enjoys higher-order nonlinear growth. As detailed in my earlier article, a few key factors to consider:FSD can lead to more miles driven. For example, researchers at the Institute of Transportationat the University of California began to show that automated or semi-automated vehicles like those TSLA makes, when there are enough of them in operation, can lead to increased vehicle miles traveled (\"VMT\").The FSD technology becomes more valuable when more people use it. In the 2022 Annual Meeting of Stockholders (Thursday, August 4, 2022), Musk believes that Tesla's cumulative production of vehicles will reach 100 million. Meanwhile, its autonomous driving technology is maturing and scaling up rapidly. As of Q2-2022, over 100,000 Tesla drivers in North America had access to Full Self-Driving Beta. And the accumulated miles driven by Full Self-Driving had been expanding exponentially and reached 35 million miles so far.The factors create new strategies for TSLA to monetize in areas like service sales (service income will be proportional to VMT), insurance income (which would be also proportional to VMT but in a different paradigm with large-scale FSD deployment), and also autonomous driving functions and software.BofA data and TSLA presentationThe near-term headwindsAlthough in the near term, there is no shortage of headwinds to keep the stock price range bound as mentioned above. And the Q3 delivery miss is a symptom of these ongoing headwinds. These headwinds include limited production and shutdowns at its factory in Shanghai for a large part of 1H 2022 and potential disruptions for the rest of the year also. The company still faces challenges associated with ongoing supply-chain disruptions and labor shortages. At the same, other traditional automakers are investing aggressively in their EV development too and competing fiercely for market share. Also, EV adoption is currently driven primarily by government regulations and subsidies, and these regulations and subsidies could change with short notice.These uncertainties are encapsulated in the large variance in the consensus estimates. A total of 31 analysts provided earnings revisions for the last 3 months. And the revisions are close to a perfect split between Up Revisions and Down Revisions. A total of 18 analysts submitted an up revision and 13 a down revision. The revised estimates vary widely too. Even for 2022, the lower end of the consensus EPS is $3.75 and the high end is $6.53, a variance of 74%. And the variance widens further to 112% for 2023.Author based on Seeking Alpha dataThe $175-250 trading range againAt its current price level, its valuation is still elevated despite the recent correction. To wit, it is currently valued at around 10.2x EV/sales ratio and 47.8x EV/EBITDA. On an FW basis, the multiples are a bit lower but it is at around 8.3x EV/sales ratio and 33.6x EV/EBITDA. It is expensive both in relative terms and absolute terms in my mind. As a reference point, the overall market is valued at about 3.5x EV/sales and 16x EV/EBITDA. On an absolute scale, leading institutions like BofA Global Research model its near-term valuation around 13x EV/Sales and 55x EV/EBITDA. I think these multiples are way too optimistic given the near-term headwinds and the historical volatility.My target valuations are provided in the second chart below. As seen, I am essentially assuming ½ of the valuation provided by BofA in the near term. The lower bound of my price range corresponds to 6.5x FW EV/sales ratio and 26.4x EV/EBITDA. The estimates were made using financial data provided by SA as summarized in the lower part of the table.Seeking Alpha dataAuthor based on Seeking Alpha dataRisks and final thoughtsTo reiterate, I see Tesla stock price oscillating in a relatively narrow range of $175-$250 trading range till the Q4 delivery report. With the recent large price movements, the market has baked in the Q3 earnings report already. Overall, I see more downside in the near term than upside due to the near-term headwinds. Its Q3 delivery miss is a symptom of these headwinds, including the lingering effects from its Shanghai factor shutdown, ongoing supply-chain disruptions, labor shortages, et al.While there might be some interesting opportunities for both swing traders and long-term investors, the $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding. A price of $175 would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID firesale. For long-term-oriented investors, a price of $175 would translate into a 26.4x EV/EBITDA, leaving a large margin of safety. It is about ½ of the multiples used by leading institutes such as BofA (55x) and close to its multi-year bottom of 23.6x observed in early 2020. Such a margin of safety shortens the timeframe for its nonlinear growth potential such as production ramp-up and FSD to catch up with its current valuations.This article is written by Envision Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917351557,"gmtCreate":1665445774079,"gmtModify":1676537606218,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917351557","repostId":"2274560692","repostType":4,"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914110617,"gmtCreate":1665198423639,"gmtModify":1676537572061,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914110617","repostId":"2273833362","repostType":4,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915631486,"gmtCreate":1665019260045,"gmtModify":1676537545012,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915631486","repostId":"1185723829","repostType":4,"repost":{"id":"1185723829","kind":"news","pubTimestamp":1665016296,"share":"https://ttm.financial/m/news/1185723829?lang=&edition=fundamental","pubTime":"2022-10-06 08:31","market":"fut","language":"en","title":"Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1185723829","media":"Bloomberg","summary":"OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the p","content":"<div>\n<p>OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Extends Rally on OPEC+ Output Cut and Russian Supply Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning\">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.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185723829","content_text":"OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest production cut since 2020 and Russia reiterated a warning that it won’t sell crude to any countries that adopt a price cap.West Texas Intermediate futures traded over $88 a barrel after jumping 10% over the previous three sessions. OPEC+said it would reduce its output by 2 million barrels a day from November, a move that drew a swift rebuke from the US. The Biden administration has previously sought more supply from producers as it battles energy-driven inflation.Goldman Sachs Group Inc.raisedits fourth quarter price forecast for Brent crude to $110 a barrel after the OPEC+ action and said the reduction could prompt the International Energy Agency to coordinate a release of oil reserves. The cut has halted a prolonged slide in crude prices, with the US benchmark capping a 25% loss in the previous quarter.Saudi Arabia’s energy minister said the real-world impact of the cuts will likely be around 1 million to 1.1 million barrels a day given some alliance members are already pumping well below their quotas. That stillequatesto the biggest reduction since the start of the pandemic.Speaking after the OPEC+ announcement, Russian Deputy Prime Minister Alexander Novak said moves to cap the price of his country’s oil will backfire and could lead to a temporary reduction in its output. The European Union on Wednesday approved a fresh package ofsanctionson Moscow that includes the US-led measure to put a price limit on Russian oil.","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912784433,"gmtCreate":1664903118522,"gmtModify":1676537526318,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912784433","repostId":"2272078402","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913203145,"gmtCreate":1663985817687,"gmtModify":1676537375480,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913203145","repostId":"2269457821","repostType":2,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913392901,"gmtCreate":1663906086203,"gmtModify":1676537361246,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913392901","repostId":"2269207122","repostType":4,"repost":{"id":"2269207122","kind":"news","pubTimestamp":1663895275,"share":"https://ttm.financial/m/news/2269207122?lang=&edition=fundamental","pubTime":"2022-09-23 09:07","market":"us","language":"en","title":"Google Vs. Tesla: Which Stock Has A Better Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=2269207122","media":"Seeking Alpha","summary":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Mega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.</li><li>Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?</li><li>What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812c50e2c662e1a9de13588ada8420bf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gorodenkoff</span></p><h2>Article Thesis</h2><p>Mega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we&#39;ll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.</p><h2>How Did Tesla And Google Perform Following Their Recent Stock Splits?</h2><p>Both companies split their shares not too long ago, in a bid to bring down their share prices to a more &#34;normal&#34; level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa75f6003a8a5d8ae349b6c8fe75231\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>So far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla&#39;s shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn&#39;t a great investment approach anyway.</p><h2>Competitors In The Self-Driving Automobile Realm</h2><p>The two companies aren&#39;t competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.</p><p>Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.</p><p>No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.</p><p>The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b26f22348c751bc1e1839280d47756\" tg-width=\"640\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/><span>ca.gov</span></p><p>We see that Google&#39;s Waymo holds the permit in both groups, as do Nuro and GM&#39;s (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is &#34;nothing special&#34;. Many of Tesla&#39;s peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.</p><p>From a regulatory viewpoint, Alphabet&#39;s offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.</p><p>While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet&#39;s apps.</p><p>Of course, there is no guarantee that Alphabet&#39;s lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.</p><h2>Alphabet And Tesla Stock Key Metrics</h2><p>Both companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.</p><p>Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c39d06b8d89aa8f183775878ff7fc9d\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Alphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company&#39;s ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet&#39;s free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.</p><p>The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That&#39;s why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet&#39;s side.</p><p>Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674770fc1359e36cc518d1501437fa47\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla has a $16 billion net cash position, which is quite solid. But that&#39;s less than 2% of Tesla&#39;s market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet&#39;s market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet&#39;s more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash &#34;safety net&#34; much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla&#39;s models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.</p><p>When we account for the net cash positions of both companies, Alphabet&#39;s undemanding valuation drops to an even lower level:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a566129c9826a9725931bb8bff600d\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet&#39;s EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.</p><h2>Is Alphabet Or Tesla The Better Long-Term Buy?</h2><p>Some Tesla bulls mainly are in it for Tesla&#39;s self-driving potential. I don&#39;t think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn&#39;t be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.</p><p>The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn&#39;t very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it&#39;s not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.</p><p>This article is written by Jonathan Weber for reference only.</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>Google Vs. Tesla: Which Stock Has A Better Forecast?</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\">\nGoogle Vs. Tesla: Which Stock Has A Better Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269207122","content_text":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?gorodenkoffArticle ThesisMega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we'll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.How Did Tesla And Google Perform Following Their Recent Stock Splits?Both companies split their shares not too long ago, in a bid to bring down their share prices to a more \"normal\" level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.Data by YChartsSo far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla's shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn't a great investment approach anyway.Competitors In The Self-Driving Automobile RealmThe two companies aren't competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:ca.govWe see that Google's Waymo holds the permit in both groups, as do Nuro and GM's (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is \"nothing special\". Many of Tesla's peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.From a regulatory viewpoint, Alphabet's offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet's apps.Of course, there is no guarantee that Alphabet's lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.Alphabet And Tesla Stock Key MetricsBoth companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:Data by YChartsAlphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company's ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet's free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That's why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet's side.Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.Data by YChartsTesla has a $16 billion net cash position, which is quite solid. But that's less than 2% of Tesla's market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet's market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet's more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash \"safety net\" much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla's models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.When we account for the net cash positions of both companies, Alphabet's undemanding valuation drops to an even lower level:Data by YChartsAt just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet's EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.Is Alphabet Or Tesla The Better Long-Term Buy?Some Tesla bulls mainly are in it for Tesla's self-driving potential. I don't think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn't be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn't very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it's not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.This article is written by Jonathan Weber for reference only.","news_type":1,"symbols_score_info":{"TSLA":1,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919101101,"gmtCreate":1663743019303,"gmtModify":1676537327760,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919101101","repostId":"2268917780","repostType":4,"repost":{"id":"2268917780","kind":"news","pubTimestamp":1663732800,"share":"https://ttm.financial/m/news/2268917780?lang=&edition=fundamental","pubTime":"2022-09-21 12:00","market":"us","language":"en","title":"Alibaba: The Charlie Munger And Li Lu Divergence","url":"https://stock-news.laohu8.com/highlight/detail?id=2268917780","media":"Seeking Alpha","summary":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the mos","content":"<html><head></head><body><h2>Summary</h2><ul><li>Great minds think alike. But what is even more interesting is when they do not.</li><li>Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.</li><li>A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.</li><li>Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.</li><li>Both bears and bulls can benefit from them and make more informed decisions.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0942ec404ebc02752e62408a90fefc89\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>JuSun</span></p><h2>The investment thesis</h2><p>Charlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a &#34;mentor and good friend&#34; (in Li Lu&#39;s own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):</p><blockquote>Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger&#39;s help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.</blockquote><p>It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.</p><h2>Li Lu, BABA, and Civilization 2.5</h2><p>Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0cfbdc8a33a6b476b854ac581dd6f60\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/><span>Source: dataroma.com</span></p><p>You can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).</p><p>However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:</p><blockquote>I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.<i>Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.</i>Therefore, <i>I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.</i>If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science &amp; technology development.</blockquote><p>It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.</p><p>While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger&#39;s thinking and actions immediately below.</p><h2>Munger and BABA</h2><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.</p><p>In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f64d51b9956d82d5a712c375aa004d1\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Yahoo data</span></p><h2>The upgrade to civilization 3.0 and BABA</h2><p>It is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (&#34;CAGR&#34;) of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.</p><p><img src=\"https://static.tigerbbs.com/3e1c49046f66ec88ec7e79914feb0658\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/></p><p>And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:</p><blockquote><i>Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.</i></blockquote><p>Risks and final thoughts</p><p>To recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.</p><p>In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.</p><p>I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c588d4b31a546d6b45775d98e8bd545b\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>This article was written by</span></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>Alibaba: The Charlie Munger And Li Lu Divergence</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\">\nAlibaba: The Charlie Munger And Li Lu Divergence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268917780","content_text":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.Both bears and bulls can benefit from them and make more informed decisions.JuSunThe investment thesisCharlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a \"mentor and good friend\" (in Li Lu's own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger's help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.Li Lu, BABA, and Civilization 2.5Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.Source: dataroma.comYou can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.Therefore, I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science & technology development.It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger's thinking and actions immediately below.Munger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.Source: Author based on Yahoo dataThe upgrade to civilization 3.0 and BABAIt is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (\"CAGR\") of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.Risks and final thoughtsTo recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.This article was written by","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910933849,"gmtCreate":1663546027282,"gmtModify":1676537286171,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910933849","repostId":"1116071481","repostType":4,"repost":{"id":"1116071481","kind":"news","pubTimestamp":1663544963,"share":"https://ttm.financial/m/news/1116071481?lang=&edition=fundamental","pubTime":"2022-09-19 07:49","market":"us","language":"en","title":"Disney’s D23 Event Sends Stock on Multi-Day Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1116071481","media":"TipRanks","summary":"Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. ","content":"<div>\n<p>Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. Demand recovery seems to be strong, but with prices rising and attractions in decline, it’ll be ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Disney’s D23 Event Sends Stock on Multi-Day Decline</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\">\nDisney’s D23 Event Sends Stock on Multi-Day Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. Demand recovery seems to be strong, but with prices rising and attractions in decline, it’ll be ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline\">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"},"source_url":"https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116071481","content_text":"Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. Demand recovery seems to be strong, but with prices rising and attractions in decline, it’ll be interesting to see how long this trend holds out.Entertainment magnate Disney (NYSE:DIS) recently put on its D23 event, revealing upcoming dates and events on the Disney release calendar. However, several unexpected holes emerged and left fans scratching their heads. Most of Disney’s recent losses seem connected to the D23 event. The event revealed that the release of “Star Wars” spin-off movie “Rogue Squadron” had been removed from the slate altogether.Streaming releases of “Star Wars” properties are all still in play. One upcoming release will feature relative newcomer Ahsoka Tano. However, the confirmation that “Rogue Squadron” is out of the running left fans, and investors, clearly disappointed.Disney shares have been declining over the past 12 months until recently. The company is still well below its highs for the year. Last year at this time, Disney shares were just over $183. They spent most of June and July under $100 per share. As July gave way to August, shares began an uncertain rise that has since backed off. Shares currently are just over $108.Disney’s shaky release schedule is doing it few favors. Pushing highly-anticipated content back to the nether realm of “maybe coming eventually” isn’t a great plan. Especially when the planned replacement is “not much.”Back in May, I was bullish on Disney. Now, however, the termites in the House of Mouse seem to be winning. That’s not a good sign for its long-term prospects, so I’m pulling back to neutral.Disney Stock’s Overall Investor Sentiment Trend is Fairly ConfidentInvestors are moving away from Disney based on the declining share price. However, that sentiment isn’t the case everywhere. In fact, much of Disney’s investor sentiment metrics seem to be quiet. Disney has a Smart Score of seven out of 10 on TipRanks currently, which puts it at the highest level of Neutral. That suggests a slightly better than even chance Disney will ultimately outperform the broader market.Disney’s insider trading figures, however, display at least some confidence in the firm. Insider trading at Disney in the last three months is almost entirely buying. For the last three completed months, Disney insiders staged 10 buying transactions and just one selling transaction. However, none of these transactions were informative.To find an informative transaction, you have to go back over a year. Thus, we can only proceed in terms of the aggregate, which does show a marked interest in buying.Over the last 12 months, Disney insiders staged 53 buying transactions and 24 selling transactions. Buyers leading sellers better than two to one demonstrate a clear interest in buying.Dissatisfied and Tight-Fisted Customers Pose Risks for Disney StockDisney’s biggest problem in the near term is that it is almost exclusively a discretionary operation. Granted, the kids will be woefully disappointed if a planned Disney vacation is canceled. Yet, they will not die from a lack of Vitamin Disney. That means Disney-related expenses are likely to be among the first cut in households looking to save money. Especially as gas prices remain high—though somewhat lowered in recent days—and food prices remain catastrophically high.That’s bad enough for Disney. Yet Disney’s response to this is perhaps the most bewildering of all: it’s raising prices almost universally. Just back in August, Disney announced a price hike for Disney+, going from $7.99 per month to $10.99 per month.The company plans to release an ad-supported tier. Yet this is almost a cruel irony; the ad-supported version will cost $7.99 per month. That’s what it previously cost for a version with no ads. The price hikes may be all right here, however, as Disney has clear plans to keep content rolling out.The D23 event revealed several new releases either arriving soon or in the future. Sadly for those waiting for a “Rogue Squadron” spin-off, that movie seems to be pretty much off the table. Multiple scheduling conflicts seem to have emerged, keeping the lid on that one.However, several other Disney releases will land. “Haunted Mansion” is on the list, though it moved from March to August. Meanwhile, Disney’s “Wish” will hit just ahead of Thanksgiving 2023.That’s not all; reports suggest that a Disney vacation will cost “thousands more in 2023.”. As noted by CEO Bob Chapek: “For all visibility we have into the future, we’re not seeing any softening of our demand.” With reports noting that ticket demand is actually above capacity, price hikes are a reasonable response.Disney rolling out new extras like MagicBand+ systems allows for entirely new ways to charge customers to get the “full” experience. Issues of the supply chain hit food prices in the parks every bit as hard—or harder—than they do at the grocery store.However, increasingly disgruntled customers may derail this strategy. Demand will likely fall if this level of dissatisfaction keeps up.Disney guests are increasingly hitting social media to describe troubles at the parks. One report related the nightmarish experience of being stuck on one ride for over an hour. The ride? “It’s a Small World.” Perhaps worst of all, reports note the accompanying song played during that entire hour.That’s hardly the only case, either. Back in July, a car at Splash Mountain reportedly started sinking and required emergency evacuation. Increasingly expensive food is declining in quality, with one report comparing it to “prison food.”It does seem that there’s a resurgence of demand as lockdowns fade and COVID-19 related countermeasures shut down. However, Disney’s combination of rising prices and declining quality doesn’t seem to be a good plan to keep that stratospheric demand high.What is the Target Price for DIS Stock?Turning to Wall Street, Disney has a Strong Buy consensus rating. That’s based on 17 Buys and three Holds assigned in the past three months. The averageDisney price target of $143.94 implies 33.65% upside potential. Analyst price targets range from a low of $120 per share to a high of $229 per share.Conclusion: Disney Stock Looks Attractive, but Discretionary Spending Likely to FallDisney is an attractive buy right now. It’s currently trading just off its lows for the year and significantly under its lowest price targets. That makes its upside potential very attractive. The problem is that Disney needs to be able to achieve that upside potential. Disney is a largely discretionary operation. Current macroeconomic conditions all but assure discretionary funds will be under pressure for some time. That’s not good news for the company.With Disney also relying on suppressed demand to drive performance—even in the face of declining quality—its ability to hike prices on worsening experiences is likely also minimal.That’s why I’m neutral overall on Disney; it’s got a good thing going right now, but how long that good thing can continue is anyone’s guess.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9936068788,"gmtCreate":1662684360344,"gmtModify":1676537116869,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9936068788","repostId":"1157666494","repostType":2,"repost":{"id":"1157666494","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":1662684002,"share":"https://ttm.financial/m/news/1157666494?lang=&edition=fundamental","pubTime":"2022-09-09 08:40","market":"sg","language":"en","title":"Singapore Stocks to Watch: Frasers Property, Del Monte, Oxley, Aspen, Lian Beng","url":"https://stock-news.laohu8.com/highlight/detail?id=1157666494","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Sep 9):</p><p><b>Frasers Property (TQ5):</b> Frasers Property is proposing to offer up to $375 million of five-year fixed rate green notes under its $5 billion multicurrency debt issuance programme. The offer comes with an upsize option of up to $650 million.</p><p>The notes, which are intended to be listed on the Mainboard of the SGX-ST, will be issued by the group’s wholly-owned subsidiary, Frasers Property Treasury and guaranteed by Frasers Property.</p><p>The proposed offer includes a placement to institutional investors and relevant persons, as well as a public offer tranche that will be open to retail investors in Singapore.</p><p><b>Del Monte (D03):</b> Canned food brand Del Monte Pacific on Thursday (Sep 8) posted a net loss of US$30.5 million for the first quarter ended Jul 31, compared to a net profit of US$18.3 million a year ago, after a one-off US$71.9 million expense for the redemption of notes.</p><p>The company said US$26.3 million of the redemption cost was non-cash. Excluding the one-off cost, Del Monte would have generated a 7.2 per cent increase in net profit to US$19.6 million, after US subsidiary Del Monte Foods Inc’s (DMFI) 67 per cent rise in net profit on lower interest expense.</p><p>The company posted a loss per share of 1.65 US cents, compared with an earnings per share of 0.69 US cent a year ago.</p><p><b>Oxley (5UX),</b> <b>Aspen (1F3):</b> Oxley Holdings is proposing to distribute a dividend in specie of shares in Aspen (Group) Holdings held by Oxley, with shareholders receiving 23 Aspen shares for every 1,000 shares they hold.</p><p>Aspen, listed on the Singapore Exchange’s mainboard, is based in Malaysia and engages in property development, glove manufacturing and the restaurant business. Its market capitalisation was S$53.1 million as at Sep 2.</p><p>Oxley currently holds 101.3 million Aspen shares, representing about 9.4 per cent of the total number of issued shares.</p><p><b>Lian Beng (L03):</b> Lian Beng on Thursday (Sep 8) said its wholly owned subsidiary Lian Beng (Joo Chiat) has granted an option to sell a commercial property at 381 Joo Chiat Road to an unrelated third party.</p><p>The option is exercisable by the purchaser within 14 days from the date of the option. The aggregate sale consideration is S$42 million.</p><p>Lian Beng said the disposal is expected to have a postitive impact on the net earnings per share and net tangible assets per share of the group for the current financial year ending May 31, 2023.</p><p>The counter closed flat at S$0.53 on Thursday.</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>Singapore Stocks to Watch: Frasers Property, Del Monte, Oxley, Aspen, Lian Beng</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\">\nSingapore Stocks to Watch: Frasers Property, Del Monte, Oxley, Aspen, Lian Beng\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\">2022-09-09 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Sep 9):</p><p><b>Frasers Property (TQ5):</b> Frasers Property is proposing to offer up to $375 million of five-year fixed rate green notes under its $5 billion multicurrency debt issuance programme. The offer comes with an upsize option of up to $650 million.</p><p>The notes, which are intended to be listed on the Mainboard of the SGX-ST, will be issued by the group’s wholly-owned subsidiary, Frasers Property Treasury and guaranteed by Frasers Property.</p><p>The proposed offer includes a placement to institutional investors and relevant persons, as well as a public offer tranche that will be open to retail investors in Singapore.</p><p><b>Del Monte (D03):</b> Canned food brand Del Monte Pacific on Thursday (Sep 8) posted a net loss of US$30.5 million for the first quarter ended Jul 31, compared to a net profit of US$18.3 million a year ago, after a one-off US$71.9 million expense for the redemption of notes.</p><p>The company said US$26.3 million of the redemption cost was non-cash. Excluding the one-off cost, Del Monte would have generated a 7.2 per cent increase in net profit to US$19.6 million, after US subsidiary Del Monte Foods Inc’s (DMFI) 67 per cent rise in net profit on lower interest expense.</p><p>The company posted a loss per share of 1.65 US cents, compared with an earnings per share of 0.69 US cent a year ago.</p><p><b>Oxley (5UX),</b> <b>Aspen (1F3):</b> Oxley Holdings is proposing to distribute a dividend in specie of shares in Aspen (Group) Holdings held by Oxley, with shareholders receiving 23 Aspen shares for every 1,000 shares they hold.</p><p>Aspen, listed on the Singapore Exchange’s mainboard, is based in Malaysia and engages in property development, glove manufacturing and the restaurant business. Its market capitalisation was S$53.1 million as at Sep 2.</p><p>Oxley currently holds 101.3 million Aspen shares, representing about 9.4 per cent of the total number of issued shares.</p><p><b>Lian Beng (L03):</b> Lian Beng on Thursday (Sep 8) said its wholly owned subsidiary Lian Beng (Joo Chiat) has granted an option to sell a commercial property at 381 Joo Chiat Road to an unrelated third party.</p><p>The option is exercisable by the purchaser within 14 days from the date of the option. The aggregate sale consideration is S$42 million.</p><p>Lian Beng said the disposal is expected to have a postitive impact on the net earnings per share and net tangible assets per share of the group for the current financial year ending May 31, 2023.</p><p>The counter closed flat at S$0.53 on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D03.SI":"德蒙特","TQ5.SI":"星狮地产有限公司","5UX.SI":"豪利","1F3.SI":"Aspen"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157666494","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Sep 9):Frasers Property (TQ5): Frasers Property is proposing to offer up to $375 million of five-year fixed rate green notes under its $5 billion multicurrency debt issuance programme. The offer comes with an upsize option of up to $650 million.The notes, which are intended to be listed on the Mainboard of the SGX-ST, will be issued by the group’s wholly-owned subsidiary, Frasers Property Treasury and guaranteed by Frasers Property.The proposed offer includes a placement to institutional investors and relevant persons, as well as a public offer tranche that will be open to retail investors in Singapore.Del Monte (D03): Canned food brand Del Monte Pacific on Thursday (Sep 8) posted a net loss of US$30.5 million for the first quarter ended Jul 31, compared to a net profit of US$18.3 million a year ago, after a one-off US$71.9 million expense for the redemption of notes.The company said US$26.3 million of the redemption cost was non-cash. Excluding the one-off cost, Del Monte would have generated a 7.2 per cent increase in net profit to US$19.6 million, after US subsidiary Del Monte Foods Inc’s (DMFI) 67 per cent rise in net profit on lower interest expense.The company posted a loss per share of 1.65 US cents, compared with an earnings per share of 0.69 US cent a year ago.Oxley (5UX), Aspen (1F3): Oxley Holdings is proposing to distribute a dividend in specie of shares in Aspen (Group) Holdings held by Oxley, with shareholders receiving 23 Aspen shares for every 1,000 shares they hold.Aspen, listed on the Singapore Exchange’s mainboard, is based in Malaysia and engages in property development, glove manufacturing and the restaurant business. Its market capitalisation was S$53.1 million as at Sep 2.Oxley currently holds 101.3 million Aspen shares, representing about 9.4 per cent of the total number of issued shares.Lian Beng (L03): Lian Beng on Thursday (Sep 8) said its wholly owned subsidiary Lian Beng (Joo Chiat) has granted an option to sell a commercial property at 381 Joo Chiat Road to an unrelated third party.The option is exercisable by the purchaser within 14 days from the date of the option. The aggregate sale consideration is S$42 million.Lian Beng said the disposal is expected to have a postitive impact on the net earnings per share and net tangible assets per share of the group for the current financial year ending May 31, 2023.The counter closed flat at S$0.53 on Thursday.","news_type":1,"symbols_score_info":{"5UX.SI":0.9,"TQ5.SI":0.9,"1F3.SI":0.9,"L03.SI":0.9,"D03.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906716778,"gmtCreate":1659588833096,"gmtModify":1705981980062,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906716778","repostId":"2256999219","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901484268,"gmtCreate":1659245723754,"gmtModify":1676536277154,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901484268","repostId":"2254034642","repostType":4,"repost":{"id":"2254034642","kind":"highlight","pubTimestamp":1659226925,"share":"https://ttm.financial/m/news/2254034642?lang=&edition=fundamental","pubTime":"2022-07-31 08:22","market":"us","language":"en","title":"2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2254034642","media":"Motley Fool","summary":"Stock-split euphoria has taken hold of Wall Street, with a select few stock-split stocks standing out as incredible bargains.","content":"<div>\n<p>It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254034642","content_text":"It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn't need to split in the first place if it wasn't executing on its growth strategy and hadn't seen its share price rise as a result.But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they've ever been and are begging to be bought by patient investors.AlphabetWithout question, the no-brainer buy among this year's stock-split stocks is Alphabet, parent company of internet search engine Google and streaming platform YouTube.Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion's share of the company's sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there's genuine worry that Alphabet could be fighting an uphill battle in coming quarters.However, analyzing Alphabet's operating performance over one or two quarters isn't the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they'd likely realize it's one of Wall Street's top bargains.Take the company's foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it's held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.There's also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don't overlook YouTube's premium subscriptions as a growth driver.But it's Alphabet's cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world's No. 3 cloud service provider by total revenue, and it's been consistently growing by 40% to 50% on an annual basis. Although it's a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company's leading operating cash flow driver by mid-decade.Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street's forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street's forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It's a screaming buy at these levels.AmazonPerhaps unsurprisingly, the second stock-split stock that's historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock Amazon.Amazon rode Alphabet's coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.Consistent with prevailing recessionary fears, Amazon's shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn't help that retail giant Walmart issued a profit warning following the closing bell on July 25.But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won't tell you a lot about where this company is headed. If you really dig in and look at the big picture, you'll see a company where practically everything is going right, even in the wake of historically high inflation.Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company's 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company's sales, it's the ancillary opportunities created from e-commerce, as well as Amazon's other operating segments, that are key to its success.As an example, Amazon's online marketplace has helped the company sign up more than 200 million Prime members worldwide. That's tens of billions of dollars in annual fees the company collects from Prime, which it's able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company's operating cash flow can still soar. That's because it's generating considerably juicier operating margins from advertising, subscriptions, and cloud services.Whereas Google Cloud chimes in as the world's No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon's net sales, it's consistently been the company's leading generator of operating income.Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street's consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to buy right now.","news_type":1,"symbols_score_info":{"AMZN":0.9,"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914110617,"gmtCreate":1665198423639,"gmtModify":1676537572061,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914110617","repostId":"2273833362","repostType":4,"isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987982565,"gmtCreate":1667793006457,"gmtModify":1676537964499,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987982565","repostId":"1187333009","repostType":4,"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915631486,"gmtCreate":1665019260045,"gmtModify":1676537545012,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915631486","repostId":"1185723829","repostType":4,"repost":{"id":"1185723829","kind":"news","pubTimestamp":1665016296,"share":"https://ttm.financial/m/news/1185723829?lang=&edition=fundamental","pubTime":"2022-10-06 08:31","market":"fut","language":"en","title":"Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1185723829","media":"Bloomberg","summary":"OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the p","content":"<div>\n<p>OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","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>Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning</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\">\nOil Extends Rally on OPEC+ Output Cut and Russian Supply Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning\">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.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185723829","content_text":"OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest production cut since 2020 and Russia reiterated a warning that it won’t sell crude to any countries that adopt a price cap.West Texas Intermediate futures traded over $88 a barrel after jumping 10% over the previous three sessions. OPEC+said it would reduce its output by 2 million barrels a day from November, a move that drew a swift rebuke from the US. The Biden administration has previously sought more supply from producers as it battles energy-driven inflation.Goldman Sachs Group Inc.raisedits fourth quarter price forecast for Brent crude to $110 a barrel after the OPEC+ action and said the reduction could prompt the International Energy Agency to coordinate a release of oil reserves. The cut has halted a prolonged slide in crude prices, with the US benchmark capping a 25% loss in the previous quarter.Saudi Arabia’s energy minister said the real-world impact of the cuts will likely be around 1 million to 1.1 million barrels a day given some alliance members are already pumping well below their quotas. That stillequatesto the biggest reduction since the start of the pandemic.Speaking after the OPEC+ announcement, Russian Deputy Prime Minister Alexander Novak said moves to cap the price of his country’s oil will backfire and could lead to a temporary reduction in its output. The European Union on Wednesday approved a fresh package ofsanctionson Moscow that includes the US-led measure to put a price limit on Russian oil.","news_type":1,"symbols_score_info":{"BZmain":0.9,"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908911963,"gmtCreate":1659311723752,"gmtModify":1676536284096,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908911963","repostId":"2256011225","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074399469,"gmtCreate":1658290700451,"gmtModify":1676536136169,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074399469","repostId":"2252224581","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048385762,"gmtCreate":1656140324356,"gmtModify":1676535775905,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Thx","listText":"Thx","text":"Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048385762","repostId":"2246204202","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912784433,"gmtCreate":1664903118522,"gmtModify":1676537526318,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912784433","repostId":"2272078402","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938938750,"gmtCreate":1662538994370,"gmtModify":1676537083480,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938938750","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","kind":"highlight","pubTimestamp":1662564242,"share":"https://ttm.financial/m/news/2265067759?lang=&edition=fundamental","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","MELI":"MercadoLibre"},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1,"symbols_score_info":{"ROKU":0.9,"MELI":0.79}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996339790,"gmtCreate":1661124304612,"gmtModify":1676536454967,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996339790","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=fundamental","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn&#39;t really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That&#39;s a long way from $4.3 billion.</p><p>It wouldn&#39;t be a good idea, though. There isn&#39;t high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn&#39;t much trading volume in those contracts. It&#39;s just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron&#39;s the Tesla put-options position amounted to 0.1% of his portfolio. That isn&#39;t all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn&#39;t a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn&#39;t get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren&#39;t hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn&#39;t consider himself a big Tesla bear. He&#39;s says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What&#39;s more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn&#39;t pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It&#39;s a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That&#39;s almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don&#39;t indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>No, There Is No New Short-Selling Champion in Tesla Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906134351,"gmtCreate":1659494053175,"gmtModify":1705980986895,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906134351","repostId":"1136550734","repostType":4,"repost":{"id":"1136550734","kind":"news","pubTimestamp":1659491750,"share":"https://ttm.financial/m/news/1136550734?lang=&edition=fundamental","pubTime":"2022-08-03 09:55","market":"us","language":"en","title":"S&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1136550734","media":"Seeking Alpha","summary":"SummaryOver the past two weeks, the S&P 500 shrugged off a series of bad news from record CPI print,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Over the past two weeks, the S&amp;P 500 shrugged off a series of bad news from record CPI print, weaker GDP growth data, and a still hawkish Fed.</li><li>Furthermore, relatively weak earnings from the leading companies didn&#39;t bother the market as it continued its recovery. As a result, the market has continued to rally on bad news.</li><li>We also noted robust long-term bottoming signals in Technology, Financials, and Healthcare, which are the most critical sectors in the VOO.</li><li>Therefore, we believe the medium-term bottom in VOO is robust and should sustain its recovery from here. Notwithstanding, it&#39;s technically near-term overbought and should see near-term downside volatility.</li><li>Therefore, we rate VOO as a medium-term Buy. Investors can consider a short-term pullback first before adding exposure.</li></ul><p><b>Thesis</b></p><p>The Vanguard S&amp;P 500 ETF (NYSEARCA:VOO) is at a critical juncture after staging a remarkable recovery from its July lows. Our analysis suggests that it should also form VOO&#39;s medium-term bottom and sustain a robust medium-term recovery for the market.</p><p>The past two weeks of Q2 earnings releases have also demonstrated that the market confidently shrugged off relatively weak performances, as the market is forward-looking.</p><p>Furthermore, the record CPI inflation print of 9.1% YoY in July didn&#39;t dampen the market sentiments further. The market also seems nonchalant about the increasing possibility of a recession. The recent US GDP data indicated that we are arguably already in a technical recession, even though the National Bureau of Economic Research (NBER) has yet to call for one.</p><p>Therefore, the market has &#34;dismissed&#34; these headwinds as it held its July bottom. Consequently, we believe the market had already priced in a significant level of pessimism.</p><p>However, VOO&#39;s price action suggests that it&#39;s technically near-term overbought and testing a critical resistance zone. Therefore, investors should consider waiting for a pullback before adding exposure.</p><p>Notwithstanding, we are confident of the robustness of its July bottom, and therefore, rate VOO as a medium-term Buy.</p><p><b>FANMAG&#39;s Q2 Earnings Demonstrate The Market&#39;s Confidence</b></p><p>The FANMAG collection of companies has completed the release of their Q2 earnings by the end of last week. Were they good? We don&#39;t think so. Were they awful? Meta&#39;s (META) earnings leave much to be desired, as it struggled to cope with weak Reels monetization, cannibalization of Stories, ad industry downturn, and Apple&#39;s (AAPL) IDFA changes. Apple&#39;s earnings suggest that the company&#39;s iPhone growth remains robust, but everything else was relatively weak.</p><p>Amazon (AMZN) is still trying to recover its profitability cadence amid ongoing e-commerce headwinds. Despite robust growth by its AWS segment, we believe the market would have pummeled AMZN in February or April.</p><p>Microsoft&#39;s earnings were robust, as management committed to solid guidance. But, its consumer print was weak, suggesting challenging macro headwinds impacting consumer spending. Likewise, Google&#39;s (GOOGL) (GOOG) card was uninspiring, as growth slowed tremendously while lapping difficult comps.</p><p>Netflix&#39;s (NFLX) earnings suggest that its subscriber churn was &#34;less bad&#34; than expected. The market reaction would have been markedly different on another day in January.</p><p>But, despite a relatively languid Q2 release by the FANMAG group, the market continued its recovery. Why?</p><p><b>The Market Has Been Looking Ahead Since Mid-July</b></p><p>Renowned UC Berkeley economist Barry Eichengreen emphasized that data corroborating a weakening economy provides the necessary impetus for the Fed to consider turning less hawkish moving ahead. He articulated (edited):</p><blockquote>The idea that, in these recessionary circumstances, inflation will remain in the high single digits and the Fed will therefore be forced to continue its tightening cycle is quite daft. So if the economy and inflation weaken, the Fed will pause, and the dollar will reverse direction. -Insider</blockquote><p>Fundstrat&#39;s Tom Lee is even more sanguine, as he projected the S&amp;P 500 to reach new highs by the end of 2022. He accentuated (edited):</p><blockquote>The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence that the bottom is in — the 2022 bear market is over. When bad news doesn&#39;t take down markets, it is time for investors to assess. During Volcker&#39;s war on inflation, equities bottomed on August 1982. This is two months before Volcker abandoned anti-inflation measures. More importantly, stocks recovered the entire 36 month bear market loss in 4 months. -Insider</blockquote><table><tbody><tr><td>Sector</td><td>VOO ETF weighting (as of July 29)</td></tr><tr><td>Tech</td><td>26.8%</td></tr><tr><td>Healthcare</td><td>15.2%</td></tr><tr><td>Financials</td><td>10.8%</td></tr><tr><td>Consumer Discretionary</td><td>10.5%</td></tr><tr><td>Communications Services</td><td>8.9%</td></tr></tbody></table><p><i>VOO ETF sector exposure. Data source: Vanguard</i></p><p>Does the commentary from the macro strategists make sense? We encourage investors to use independent analysis to assess their thesis. Notably, we must first pay attention to Vanguard Tech ETF (VGT), as tech accounted for 26.8% of VOO&#39;s exposure.</p><p><img src=\"https://static.tigerbbs.com/c584f4d0945405ff029e1779b25263bc\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>VGT price chart (monthly)(TradingView)</p><p>On VGT&#39;s long-term chart, we observed a bear trap re-entry price action in July, which is a potent bullish signal. Note that the market uses bear traps to ensnare bearish/pessimistic investors/traders into bearish setups before reversing the selling downside decisively, creating a &#34;false break to the downside&#34; price structure.</p><p>A re-entry signal suggests that such a false break occurred in May but was initially invalidated. A subsequent upside reversal occurred in July and was validated by the end of July&#39;s trading on July 29, corroborating the initial signal. Therefore, we believe VOO&#39;s most critical sector has formed a robust long-term bottom, giving us confidence in VOO&#39;s July bear trap.</p><p><img src=\"https://static.tigerbbs.com/1d66f7aeeeba0e3b4dc332bbb2e3b09a\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>VHT price chart (monthly)(TradingView)</p><p><img src=\"https://static.tigerbbs.com/30a23e0bea42381e808a83ce9937268a\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>VFH price chart (monthly)(TradingView)</p><p>How about the Healthcare ETF (VHT) and Financials ETF (VFH), given the importance of their sectors to VOO&#39;s exposure?</p><p>We also noticed a bear trap re-entry signal in July on VHT&#39;s long-term chart. Notwithstanding, we didn&#39;t observe the potent bullish signal in VFH&#39;s price chart.</p><p>However, we observed that VFH has tested its long-term 50-month moving average (blue line) and saw robust buying support. Therefore, we believe the price action is constructive for Financials as well.</p><p>Hence, we believe the underlying sector ETFs also broadly support the VOO&#39;s buying momentum. Notwithstanding, we must highlight that VOO and its leading sector ETFs are overbought in the near term.</p><p><b>Is VOO ETF A Buy, Sell, Or Hold?</b></p><p><i>We rate VOO as a Buy.</i></p><p>We believe that VOO&#39;s medium-term bottom in July is robust, even though we expect near-term downside volatility as it&#39;s technically overbought.</p><p>Therefore, investors should expect a retracement, which would proffer them an excellent opportunity to add exposure if they missed July&#39;s bottom.</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>S&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)</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\">\nS&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528450-sp-500-this-rally-is-real-and-can-go-on-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the past two weeks, the S&P 500 shrugged off a series of bad news from record CPI print, weaker GDP growth data, and a still hawkish Fed.Furthermore, relatively weak earnings from the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528450-sp-500-this-rally-is-real-and-can-go-on-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4528450-sp-500-this-rally-is-real-and-can-go-on-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136550734","content_text":"SummaryOver the past two weeks, the S&P 500 shrugged off a series of bad news from record CPI print, weaker GDP growth data, and a still hawkish Fed.Furthermore, relatively weak earnings from the leading companies didn't bother the market as it continued its recovery. As a result, the market has continued to rally on bad news.We also noted robust long-term bottoming signals in Technology, Financials, and Healthcare, which are the most critical sectors in the VOO.Therefore, we believe the medium-term bottom in VOO is robust and should sustain its recovery from here. Notwithstanding, it's technically near-term overbought and should see near-term downside volatility.Therefore, we rate VOO as a medium-term Buy. Investors can consider a short-term pullback first before adding exposure.ThesisThe Vanguard S&P 500 ETF (NYSEARCA:VOO) is at a critical juncture after staging a remarkable recovery from its July lows. Our analysis suggests that it should also form VOO's medium-term bottom and sustain a robust medium-term recovery for the market.The past two weeks of Q2 earnings releases have also demonstrated that the market confidently shrugged off relatively weak performances, as the market is forward-looking.Furthermore, the record CPI inflation print of 9.1% YoY in July didn't dampen the market sentiments further. The market also seems nonchalant about the increasing possibility of a recession. The recent US GDP data indicated that we are arguably already in a technical recession, even though the National Bureau of Economic Research (NBER) has yet to call for one.Therefore, the market has \"dismissed\" these headwinds as it held its July bottom. Consequently, we believe the market had already priced in a significant level of pessimism.However, VOO's price action suggests that it's technically near-term overbought and testing a critical resistance zone. Therefore, investors should consider waiting for a pullback before adding exposure.Notwithstanding, we are confident of the robustness of its July bottom, and therefore, rate VOO as a medium-term Buy.FANMAG's Q2 Earnings Demonstrate The Market's ConfidenceThe FANMAG collection of companies has completed the release of their Q2 earnings by the end of last week. Were they good? We don't think so. Were they awful? Meta's (META) earnings leave much to be desired, as it struggled to cope with weak Reels monetization, cannibalization of Stories, ad industry downturn, and Apple's (AAPL) IDFA changes. Apple's earnings suggest that the company's iPhone growth remains robust, but everything else was relatively weak.Amazon (AMZN) is still trying to recover its profitability cadence amid ongoing e-commerce headwinds. Despite robust growth by its AWS segment, we believe the market would have pummeled AMZN in February or April.Microsoft's earnings were robust, as management committed to solid guidance. But, its consumer print was weak, suggesting challenging macro headwinds impacting consumer spending. Likewise, Google's (GOOGL) (GOOG) card was uninspiring, as growth slowed tremendously while lapping difficult comps.Netflix's (NFLX) earnings suggest that its subscriber churn was \"less bad\" than expected. The market reaction would have been markedly different on another day in January.But, despite a relatively languid Q2 release by the FANMAG group, the market continued its recovery. Why?The Market Has Been Looking Ahead Since Mid-JulyRenowned UC Berkeley economist Barry Eichengreen emphasized that data corroborating a weakening economy provides the necessary impetus for the Fed to consider turning less hawkish moving ahead. He articulated (edited):The idea that, in these recessionary circumstances, inflation will remain in the high single digits and the Fed will therefore be forced to continue its tightening cycle is quite daft. So if the economy and inflation weaken, the Fed will pause, and the dollar will reverse direction. -InsiderFundstrat's Tom Lee is even more sanguine, as he projected the S&P 500 to reach new highs by the end of 2022. He accentuated (edited):The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence that the bottom is in — the 2022 bear market is over. When bad news doesn't take down markets, it is time for investors to assess. During Volcker's war on inflation, equities bottomed on August 1982. This is two months before Volcker abandoned anti-inflation measures. More importantly, stocks recovered the entire 36 month bear market loss in 4 months. -InsiderSectorVOO ETF weighting (as of July 29)Tech26.8%Healthcare15.2%Financials10.8%Consumer Discretionary10.5%Communications Services8.9%VOO ETF sector exposure. Data source: VanguardDoes the commentary from the macro strategists make sense? We encourage investors to use independent analysis to assess their thesis. Notably, we must first pay attention to Vanguard Tech ETF (VGT), as tech accounted for 26.8% of VOO's exposure.VGT price chart (monthly)(TradingView)On VGT's long-term chart, we observed a bear trap re-entry price action in July, which is a potent bullish signal. Note that the market uses bear traps to ensnare bearish/pessimistic investors/traders into bearish setups before reversing the selling downside decisively, creating a \"false break to the downside\" price structure.A re-entry signal suggests that such a false break occurred in May but was initially invalidated. A subsequent upside reversal occurred in July and was validated by the end of July's trading on July 29, corroborating the initial signal. Therefore, we believe VOO's most critical sector has formed a robust long-term bottom, giving us confidence in VOO's July bear trap.VHT price chart (monthly)(TradingView)VFH price chart (monthly)(TradingView)How about the Healthcare ETF (VHT) and Financials ETF (VFH), given the importance of their sectors to VOO's exposure?We also noticed a bear trap re-entry signal in July on VHT's long-term chart. Notwithstanding, we didn't observe the potent bullish signal in VFH's price chart.However, we observed that VFH has tested its long-term 50-month moving average (blue line) and saw robust buying support. Therefore, we believe the price action is constructive for Financials as well.Hence, we believe the underlying sector ETFs also broadly support the VOO's buying momentum. Notwithstanding, we must highlight that VOO and its leading sector ETFs are overbought in the near term.Is VOO ETF A Buy, Sell, Or Hold?We rate VOO as a Buy.We believe that VOO's medium-term bottom in July is robust, even though we expect near-term downside volatility as it's technically overbought.Therefore, investors should expect a retracement, which would proffer them an excellent opportunity to add exposure if they missed July's bottom.","news_type":1,"symbols_score_info":{".SPX":0.9,"VOO":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903777482,"gmtCreate":1659087155646,"gmtModify":1676536255990,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"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/9903777482","repostId":"1103274740","repostType":4,"repost":{"id":"1103274740","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":1659084092,"share":"https://ttm.financial/m/news/1103274740?lang=&edition=fundamental","pubTime":"2022-07-29 16:41","market":"us","language":"en","title":"Apple, Amazon And Exxon Mobil: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1103274740","media":"Benzinga","summary":"Wall Street expects The Procter & Gamble Company to report quarterly earnings at $1.23 per share on ","content":"<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble Company</a> to report quarterly earnings at $1.23 per share on revenue of $19.37 billion before the opening bell. Procter &amp; Gamble shares rose 0.4% to $148.65 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> reported better-than-expected results for its fiscal year third-quarter, helped by strong iPhone and iPad sales. iPhone revenue of $40.67 billion came in better than analysts’ estimates of $39.2 billion. Apple shares gained 3% to $162.02 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corporation</a> to have earned $3.74 per share on revenue of $132.70 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 1.6% to $94.13 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> reported better-than-expected results for its second quarter. The company said it expects-third quarter net sales to be in a range of $125 billion to $130 billion, up 13% to 17% year-over-year. Amazon shares jumped 13.6% to $138.94 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/CHTR\">Charter Communications, Inc.</a> to report quarterly earnings at $6.84 per share on revenue of $13.42 billion before the opening bell. Charter Communications shares fell 8.5% to close at $435.58 on Thursday.</li><li><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> reported weaker-than-expected financial results for its second quarter and withdrew its full-year revenue growth guidance. Roku said it expects third-quarter revenue to increase about 3% year-over-year to $700 million. Total gross profit is expected to be around $325 million. Roku shares dipped 25.9% to $63.15 in the after-hours trading session.</li><li>Before the opening bell, <a href=\"https://laohu8.com/S/SONY\">Sony Group Corporation</a> is projected to post quarterly earnings at $1.28 per share on revenue of $18.04 billion. Sony shares rose 1.7% to $89.07 in after-hours trading.</li></ul></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>Apple, Amazon And Exxon Mobil: U.S. Stocks To Watch</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, Amazon And Exxon Mobil: U.S. Stocks To Watch\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\">2022-07-29 16:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble Company</a> to report quarterly earnings at $1.23 per share on revenue of $19.37 billion before the opening bell. Procter &amp; Gamble shares rose 0.4% to $148.65 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> reported better-than-expected results for its fiscal year third-quarter, helped by strong iPhone and iPad sales. iPhone revenue of $40.67 billion came in better than analysts’ estimates of $39.2 billion. Apple shares gained 3% to $162.02 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corporation</a> to have earned $3.74 per share on revenue of $132.70 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 1.6% to $94.13 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> reported better-than-expected results for its second quarter. The company said it expects-third quarter net sales to be in a range of $125 billion to $130 billion, up 13% to 17% year-over-year. Amazon shares jumped 13.6% to $138.94 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/CHTR\">Charter Communications, Inc.</a> to report quarterly earnings at $6.84 per share on revenue of $13.42 billion before the opening bell. Charter Communications shares fell 8.5% to close at $435.58 on Thursday.</li><li><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> reported weaker-than-expected financial results for its second quarter and withdrew its full-year revenue growth guidance. Roku said it expects third-quarter revenue to increase about 3% year-over-year to $700 million. Total gross profit is expected to be around $325 million. Roku shares dipped 25.9% to $63.15 in the after-hours trading session.</li><li>Before the opening bell, <a href=\"https://laohu8.com/S/SONY\">Sony Group Corporation</a> is projected to post quarterly earnings at $1.28 per share on revenue of $18.04 billion. Sony shares rose 1.7% to $89.07 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103274740","content_text":"Wall Street expects The Procter & Gamble Company to report quarterly earnings at $1.23 per share on revenue of $19.37 billion before the opening bell. Procter & Gamble shares rose 0.4% to $148.65 in after-hours trading.Apple Inc reported better-than-expected results for its fiscal year third-quarter, helped by strong iPhone and iPad sales. iPhone revenue of $40.67 billion came in better than analysts’ estimates of $39.2 billion. Apple shares gained 3% to $162.02 in the after-hours trading session.Analysts are expecting Exxon Mobil Corporation to have earned $3.74 per share on revenue of $132.70 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 1.6% to $94.13 in after-hours trading.Amazon.com, Inc. reported better-than-expected results for its second quarter. The company said it expects-third quarter net sales to be in a range of $125 billion to $130 billion, up 13% to 17% year-over-year. Amazon shares jumped 13.6% to $138.94 in the after-hours trading session.Analysts expect Charter Communications, Inc. to report quarterly earnings at $6.84 per share on revenue of $13.42 billion before the opening bell. Charter Communications shares fell 8.5% to close at $435.58 on Thursday.Roku Inc reported weaker-than-expected financial results for its second quarter and withdrew its full-year revenue growth guidance. Roku said it expects third-quarter revenue to increase about 3% year-over-year to $700 million. Total gross profit is expected to be around $325 million. Roku shares dipped 25.9% to $63.15 in the after-hours trading session.Before the opening bell, Sony Group Corporation is projected to post quarterly earnings at $1.28 per share on revenue of $18.04 billion. Sony shares rose 1.7% to $89.07 in after-hours trading.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909434750,"gmtCreate":1658901727770,"gmtModify":1676536226867,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909434750","repostId":"2254584635","repostType":4,"repost":{"id":"2254584635","kind":"highlight","pubTimestamp":1658881714,"share":"https://ttm.financial/m/news/2254584635?lang=&edition=fundamental","pubTime":"2022-07-27 08:28","market":"us","language":"en","title":"2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2254584635","media":"Motley Fool","summary":"Money managers were buying these stocks even as the market was sinking in the first quarter.","content":"<div>\n<p>Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","DDOG":"Datadog"},"source_url":"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254584635","content_text":"Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.Despite that turbulence, some of the world's wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.1. DatadogJohn Overdeck of Two Sigma Investments has a sizable stake in Datadog. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.Currently, shares trade at 25 times sales, which certainly isn't cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.2. SalesforceRobert Shafir of Sculptor Capital has amassed a sizable stake in Salesforce. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.Management puts its total addressable market at $248 billion by 2025, and the company's capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir's lead and buy this growth stock.","news_type":1,"symbols_score_info":{"CRM":0.9,"DDOG":0.9}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257179657015360,"gmtCreate":1703821886897,"gmtModify":1703821889410,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>High chance will go up depending on current market conditions.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>High chance will go up depending on current market conditions.&nbsp;","text":"$Tesla Motors(TSLA)$ High chance will go up depending on current market conditions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/257179657015360","isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919101101,"gmtCreate":1663743019303,"gmtModify":1676537327760,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919101101","repostId":"2268917780","repostType":4,"repost":{"id":"2268917780","kind":"news","pubTimestamp":1663732800,"share":"https://ttm.financial/m/news/2268917780?lang=&edition=fundamental","pubTime":"2022-09-21 12:00","market":"us","language":"en","title":"Alibaba: The Charlie Munger And Li Lu Divergence","url":"https://stock-news.laohu8.com/highlight/detail?id=2268917780","media":"Seeking Alpha","summary":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the mos","content":"<html><head></head><body><h2>Summary</h2><ul><li>Great minds think alike. But what is even more interesting is when they do not.</li><li>Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.</li><li>A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.</li><li>Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.</li><li>Both bears and bulls can benefit from them and make more informed decisions.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0942ec404ebc02752e62408a90fefc89\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>JuSun</span></p><h2>The investment thesis</h2><p>Charlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a &#34;mentor and good friend&#34; (in Li Lu&#39;s own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):</p><blockquote>Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger&#39;s help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.</blockquote><p>It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.</p><h2>Li Lu, BABA, and Civilization 2.5</h2><p>Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0cfbdc8a33a6b476b854ac581dd6f60\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/><span>Source: dataroma.com</span></p><p>You can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).</p><p>However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:</p><blockquote>I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.<i>Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.</i>Therefore, <i>I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.</i>If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science &amp; technology development.</blockquote><p>It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.</p><p>While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger&#39;s thinking and actions immediately below.</p><h2>Munger and BABA</h2><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.</p><p>In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f64d51b9956d82d5a712c375aa004d1\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Yahoo data</span></p><h2>The upgrade to civilization 3.0 and BABA</h2><p>It is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (&#34;CAGR&#34;) of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.</p><p><img src=\"https://static.tigerbbs.com/3e1c49046f66ec88ec7e79914feb0658\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/></p><p>And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:</p><blockquote><i>Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.</i></blockquote><p>Risks and final thoughts</p><p>To recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.</p><p>In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.</p><p>I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c588d4b31a546d6b45775d98e8bd545b\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>This article was written by</span></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>Alibaba: The Charlie Munger And Li Lu Divergence</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\">\nAlibaba: The Charlie Munger And Li Lu Divergence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268917780","content_text":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.Both bears and bulls can benefit from them and make more informed decisions.JuSunThe investment thesisCharlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a \"mentor and good friend\" (in Li Lu's own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger's help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.Li Lu, BABA, and Civilization 2.5Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.Source: dataroma.comYou can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.Therefore, I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science & technology development.It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger's thinking and actions immediately below.Munger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.Source: Author based on Yahoo dataThe upgrade to civilization 3.0 and BABAIt is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (\"CAGR\") of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.Risks and final thoughtsTo recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.This article was written by","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934470766,"gmtCreate":1663294110855,"gmtModify":1676537246188,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934470766","repostId":"1119199835","repostType":4,"repost":{"id":"1119199835","kind":"news","pubTimestamp":1663292610,"share":"https://ttm.financial/m/news/1119199835?lang=&edition=fundamental","pubTime":"2022-09-16 09:43","market":"us","language":"en","title":"Buying Microsoft At Today's Improved Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1119199835","media":"Seeking Alpha","summary":"SummaryMicrosoft  has sold off as growth stocks have substantially underperformed over the past year","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> has sold off as growth stocks have substantially underperformed over the past year.</li><li>MSFT&#39;s valuation has gotten much more attractive.</li><li>The Wall Street consensus outlook is for a 30% gain over the next 12 months.</li><li>The market-implied outlook (calculated from options prices) is bullish, with moderate volatility.</li></ul><p>Over the past 12 months, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> has returned a total of -14.3%, worse than the total return for the S&amp;P 500, -10.7%, but better than the total return for the NASDAQ 100 (QQQ), at -21.5%. On September 13th, after inflation came in higher than expected, MSFT dropped by 5.5%, the worst day for MSFT since September of 2020.</p><p><img src=\"https://static.tigerbbs.com/424cacee51b0b0a92d2c1e353f8e4f49\" tg-width=\"1280\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/>12-Month price history and basic statistics for MSFT above.</p><p>It is not surprising that MSFT has done better than QQQ, or that both have performed worse than the S&amp;P 500, over the past year. Both MSFT and QQQ have a growth tilt (negative loadings on the Fama-French value factor), and growth has substantially underperformed value over the past 12 months. In addition, QQQ has a larger beta in the 3-factor model than MSFT, so we would expect QQQ to perform worse in a market decline.</p><p><img src=\"https://static.tigerbbs.com/2f9db8616bdbe727ac4b74ea0653a962\" tg-width=\"756\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/>3-Factor Fama-French loadings using 36 months of history above.</p><p>To get a sense of just how much worse growth has performed vs. value over the past year, the iShares S&amp;P 500 Growth ETF (IVW) has returned a total of-17.4%vs.-3.7%for the iShares S&amp;P 500 Value ETF (IVE).</p><p>With rising interest rates, we expect value to have an edge of growth because higher rates correspond to higher discount factors applied to future earnings. Growth stocks valuations rely more on earnings that are predicted to occur further into the future, so the effects of compounding disproportionately impact the net present value of growth stocks vs. value stocks. Rising interest rates reduce the net present value of growth stocks more than value stocks.</p><p>Microsoft’s falling share price in 2022 is partly attributable to the fact that earnings in FY Q3 and Q4 were below the Q2 EPS. FY Q3 had the largest quarterly decline in EPS in years, breaking a run of quarters for which EPS was at or above the previous quarter. Even so, it is worth noting that FY Q4 EPS, reported on July 26, 2022, was 2.8% higher than Q4 of last year and Q3 EPS beat Q3 of last year by 9.4%.</p><p><img src=\"https://static.tigerbbs.com/6750add1757035ae15cc4e9670679213\" tg-width=\"1280\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Historical (4 years) and estimated future quarterly EPS for MSFT. Green (red) values are amounts by which EPS beat (missed) the consensus expected value above.</p><p>The consensus outlook for EPS growth is13.2% per yearover the next 3 to 5 years. The TTM and forward P/E ratios arebelow the 5-year averagesand the forward PEG ratio is below its5-year average. MSFT’s P/E is in thehigh range of values over the past 10-12 years, largely due to an upward trend over this period. Earnings haveincreased rapidly, but the share price has gone up even faster. In short, MSFT is not cheap but neither does it look especially expensive given the company’s growth trajectory.</p><p>I last wrote about MSFT onSeptember 15, 2021, a year ago, and I assigned a buy rating to the shares. At that time, the valuation was getting somewhat stretched (forward P/E of 33.8), but the company’s success in growing the cloud segment was encouraging. The Wall Street consensus rating for MSFT was a buy, and the consensus 12-month price target was 10.65% above the share price at that time, for an expected total return of 11.4% over the next year. In analyzing a stock, I also rely on a probabilistic outlook calculated from the prices of call and put options, themarket-implied outlook. As of mid-September, the market-implied outlook for MSFT was bullish to early- and mid-2022. The expected volatility calculated from the market-implied outlook was about 27%-28% (annualized). As a rule of thumb for a buy rating, I look for an expected total return that is at least ½ the expected volatility. Taking the Wall Street consensus price target at face value, MSFT did not meet this threshold (11.4% total return vs. 27%-28% volatility), but the bullish orientation of the market-implied outlooks convinced me to go with a buy rating. As noted earlier, MSFT has underperformed the S&amp;P 500 over the past year but substantially beaten the NASDAQ 100.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommendthis monographpublished by the CFA Institute.</p><p>With a year since my last post on MSFT, I have calculated updated market-implied outlooks and I have compared these with the current Wall Street consensus outlooks in revisiting my rating.</p><h3>Wall Street Consensus Outlook for MSFT</h3><p>ETrade calculates the Wall Street consensus outlook for MSFT by combining the views of 29 ranked analysts who have published ratings and price targets over the past 3 months. The consensus rating is a buy and the consensus 12-month price target is 29.8% above the current share price. This is a dramatic increase in the annual return compared to a year ago.</p><p>Wall Street analyst consensus rating and 12-month price target for MSFT above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 49 analysts who have published ratings and price targets over the past 90 days. The consensus rating is a buy and the consensus 12-month price target is 32.3% above the current share price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33839ddaede55a84bb293e57211fe7a9\" tg-width=\"1280\" tg-height=\"879\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Wall Street analyst consensus rating and 12-month price target for MSFT above.</p><p>Given the large number of analysts who follow MSFT, it is not surprising that the consensus price targets from ETrade and Seeking Alpha are so similar. That said, there is a fair amount of spread in the individual analyst price targets. The consensus price target has predictive value as long as the dispersion in the individual price targets isnot too high. I tend to discount the consensus price target when the ratio of the highest and lowest individual price targets exceeds a factor of 2. MSFT is well below this threshold, with a ratio of 1.5.</p><h3>Market-Implied Outlook for MSFT</h3><p>I have calculated the market-implied outlook for MSFT for the 4.2-month period from now until January 20, 2023 and for the 9-month period from now until June 16, 2023. I selected these two dates to provide a view to the start and middle of 2023, as well as because the options expiring in January and June tend to be among the most liquid.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e45d9ee3560d5d993310c82610d18192\" tg-width=\"966\" tg-height=\"557\" width=\"100%\" height=\"auto\"/><span>Geoff Considine</span></p><p>Market-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023 above.</p><p>The market-implied outlook for the next 4 months has the peak in probability tilted to favor positive returns. The maximum probability corresponds to a price return of +4% over this period. The expected volatility calculated from this distribution is 32% (annualized). This is a reasonable level of volatility, albeit slightly higher than in my analysis from a year ago.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32e334aa378a488a8651d6e3d772ca8\" tg-width=\"896\" tg-height=\"557\" width=\"100%\" height=\"auto\"/><span>Geoff Considine</span></p><p>Market-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view makes it easier to see that the probabilities of positive returns are consistently higher than for negative returns of the same magnitude, across a wide range of the most-probable outcomes (the solid blue line is above the dashed red line over the left ⅔ of the chart above). This is a bullish outlook for MSFT for the next 4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias reinforces the bullish interpretation of this outlook.</p><p>The market-implied outlook for the 9-month period from now until June 16, 2023 is slightly less bullish than the 4.2-month outlook. The expected volatility for the 9-month outlook is 32% (annualized), equal to the value calculated for the next 4.2 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d10024f6ea13346c5e9ea9cfe205fb1\" tg-width=\"896\" tg-height=\"557\" width=\"100%\" height=\"auto\"/><span>Geoff Considine</span></p><p>Market-implied price return probabilities for MSFT for the 9.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlooks to mid-January and to mid-June of 2023 tell a consistent story. The outlook to mid-January is bullish, with expected volatility of 32%. The outlook to mid-June is also bullish, with expected volatility of 32%. These outlooks are similar to those from a year ago, although the current outlook to June of 2023 is slightly more bullish than last-year’s outlook to June of 2022.</p><h3>Summary</h3><p>I started this post by noting that MSFT would be expected to underperform the S&amp;P 500 in the current market conditions because MSFT is a growth stock. This begs the question as to the degree to which the sell-off in MSFT is a reflection of the company’s actual performance, as opposed being pulled down by the broad declines for growth stocks. Granted, MSFT’s valuation was somewhat stretched last year. With the current lower price (as compared to late in 2021), the case for MSFT is considerably stronger. The prevailing view is that the company can maintain earnings growth, albeit at a lower rate than over the past couple of years. </p><p>The Wall Street consensus rating continues to be bullish, and the consensus 12-month price target is now 30% above the current share price. As noted earlier, one of my criteria for a buy rating is an expected 12-month total return than is at least ½ the expected volatility (32% from the market-implied outlook). Even giving the analyst consensus price target a considerable haircut, MSFT will come in above this threshold. The market-implied outlooks to the start and middle of 2023 are consistently bullish. I am maintaining a buy rating on MSFT.</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>Buying Microsoft At Today's Improved Valuation</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\">\nBuying Microsoft At Today's Improved Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541097-microsoft-stock-improved-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft  has sold off as growth stocks have substantially underperformed over the past year.MSFT's valuation has gotten much more attractive.The Wall Street consensus outlook is for a 30% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541097-microsoft-stock-improved-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4541097-microsoft-stock-improved-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119199835","content_text":"SummaryMicrosoft  has sold off as growth stocks have substantially underperformed over the past year.MSFT's valuation has gotten much more attractive.The Wall Street consensus outlook is for a 30% gain over the next 12 months.The market-implied outlook (calculated from options prices) is bullish, with moderate volatility.Over the past 12 months, Microsoft has returned a total of -14.3%, worse than the total return for the S&P 500, -10.7%, but better than the total return for the NASDAQ 100 (QQQ), at -21.5%. On September 13th, after inflation came in higher than expected, MSFT dropped by 5.5%, the worst day for MSFT since September of 2020.12-Month price history and basic statistics for MSFT above.It is not surprising that MSFT has done better than QQQ, or that both have performed worse than the S&P 500, over the past year. Both MSFT and QQQ have a growth tilt (negative loadings on the Fama-French value factor), and growth has substantially underperformed value over the past 12 months. In addition, QQQ has a larger beta in the 3-factor model than MSFT, so we would expect QQQ to perform worse in a market decline.3-Factor Fama-French loadings using 36 months of history above.To get a sense of just how much worse growth has performed vs. value over the past year, the iShares S&P 500 Growth ETF (IVW) has returned a total of-17.4%vs.-3.7%for the iShares S&P 500 Value ETF (IVE).With rising interest rates, we expect value to have an edge of growth because higher rates correspond to higher discount factors applied to future earnings. Growth stocks valuations rely more on earnings that are predicted to occur further into the future, so the effects of compounding disproportionately impact the net present value of growth stocks vs. value stocks. Rising interest rates reduce the net present value of growth stocks more than value stocks.Microsoft’s falling share price in 2022 is partly attributable to the fact that earnings in FY Q3 and Q4 were below the Q2 EPS. FY Q3 had the largest quarterly decline in EPS in years, breaking a run of quarters for which EPS was at or above the previous quarter. Even so, it is worth noting that FY Q4 EPS, reported on July 26, 2022, was 2.8% higher than Q4 of last year and Q3 EPS beat Q3 of last year by 9.4%.Historical (4 years) and estimated future quarterly EPS for MSFT. Green (red) values are amounts by which EPS beat (missed) the consensus expected value above.The consensus outlook for EPS growth is13.2% per yearover the next 3 to 5 years. The TTM and forward P/E ratios arebelow the 5-year averagesand the forward PEG ratio is below its5-year average. MSFT’s P/E is in thehigh range of values over the past 10-12 years, largely due to an upward trend over this period. Earnings haveincreased rapidly, but the share price has gone up even faster. In short, MSFT is not cheap but neither does it look especially expensive given the company’s growth trajectory.I last wrote about MSFT onSeptember 15, 2021, a year ago, and I assigned a buy rating to the shares. At that time, the valuation was getting somewhat stretched (forward P/E of 33.8), but the company’s success in growing the cloud segment was encouraging. The Wall Street consensus rating for MSFT was a buy, and the consensus 12-month price target was 10.65% above the share price at that time, for an expected total return of 11.4% over the next year. In analyzing a stock, I also rely on a probabilistic outlook calculated from the prices of call and put options, themarket-implied outlook. As of mid-September, the market-implied outlook for MSFT was bullish to early- and mid-2022. The expected volatility calculated from the market-implied outlook was about 27%-28% (annualized). As a rule of thumb for a buy rating, I look for an expected total return that is at least ½ the expected volatility. Taking the Wall Street consensus price target at face value, MSFT did not meet this threshold (11.4% total return vs. 27%-28% volatility), but the bullish orientation of the market-implied outlooks convinced me to go with a buy rating. As noted earlier, MSFT has underperformed the S&P 500 over the past year but substantially beaten the NASDAQ 100.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommendthis monographpublished by the CFA Institute.With a year since my last post on MSFT, I have calculated updated market-implied outlooks and I have compared these with the current Wall Street consensus outlooks in revisiting my rating.Wall Street Consensus Outlook for MSFTETrade calculates the Wall Street consensus outlook for MSFT by combining the views of 29 ranked analysts who have published ratings and price targets over the past 3 months. The consensus rating is a buy and the consensus 12-month price target is 29.8% above the current share price. This is a dramatic increase in the annual return compared to a year ago.Wall Street analyst consensus rating and 12-month price target for MSFT above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 49 analysts who have published ratings and price targets over the past 90 days. The consensus rating is a buy and the consensus 12-month price target is 32.3% above the current share price.Seeking AlphaWall Street analyst consensus rating and 12-month price target for MSFT above.Given the large number of analysts who follow MSFT, it is not surprising that the consensus price targets from ETrade and Seeking Alpha are so similar. That said, there is a fair amount of spread in the individual analyst price targets. The consensus price target has predictive value as long as the dispersion in the individual price targets isnot too high. I tend to discount the consensus price target when the ratio of the highest and lowest individual price targets exceeds a factor of 2. MSFT is well below this threshold, with a ratio of 1.5.Market-Implied Outlook for MSFTI have calculated the market-implied outlook for MSFT for the 4.2-month period from now until January 20, 2023 and for the 9-month period from now until June 16, 2023. I selected these two dates to provide a view to the start and middle of 2023, as well as because the options expiring in January and June tend to be among the most liquid.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023 above.The market-implied outlook for the next 4 months has the peak in probability tilted to favor positive returns. The maximum probability corresponds to a price return of +4% over this period. The expected volatility calculated from this distribution is 32% (annualized). This is a reasonable level of volatility, albeit slightly higher than in my analysis from a year ago.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view makes it easier to see that the probabilities of positive returns are consistently higher than for negative returns of the same magnitude, across a wide range of the most-probable outcomes (the solid blue line is above the dashed red line over the left ⅔ of the chart above). This is a bullish outlook for MSFT for the next 4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias reinforces the bullish interpretation of this outlook.The market-implied outlook for the 9-month period from now until June 16, 2023 is slightly less bullish than the 4.2-month outlook. The expected volatility for the 9-month outlook is 32% (annualized), equal to the value calculated for the next 4.2 months.Geoff ConsidineMarket-implied price return probabilities for MSFT for the 9.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlooks to mid-January and to mid-June of 2023 tell a consistent story. The outlook to mid-January is bullish, with expected volatility of 32%. The outlook to mid-June is also bullish, with expected volatility of 32%. These outlooks are similar to those from a year ago, although the current outlook to June of 2023 is slightly more bullish than last-year’s outlook to June of 2022.SummaryI started this post by noting that MSFT would be expected to underperform the S&P 500 in the current market conditions because MSFT is a growth stock. This begs the question as to the degree to which the sell-off in MSFT is a reflection of the company’s actual performance, as opposed being pulled down by the broad declines for growth stocks. Granted, MSFT’s valuation was somewhat stretched last year. With the current lower price (as compared to late in 2021), the case for MSFT is considerably stronger. The prevailing view is that the company can maintain earnings growth, albeit at a lower rate than over the past couple of years. The Wall Street consensus rating continues to be bullish, and the consensus 12-month price target is now 30% above the current share price. As noted earlier, one of my criteria for a buy rating is an expected 12-month total return than is at least ½ the expected volatility (32% from the market-implied outlook). Even giving the analyst consensus price target a considerable haircut, MSFT will come in above this threshold. The market-implied outlooks to the start and middle of 2023 are consistently bullish. I am maintaining a buy rating on MSFT.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992970459,"gmtCreate":1661255409873,"gmtModify":1676536483320,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992970459","repostId":"2261680510","repostType":4,"repost":{"id":"2261680510","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":1661247675,"share":"https://ttm.financial/m/news/2261680510?lang=&edition=fundamental","pubTime":"2022-08-23 17:41","market":"us","language":"en","title":"Explainer: How Meme Stock Darling AMC's New Preferred Shares Work","url":"https://stock-news.laohu8.com/highlight/detail?id=2261680510","media":"Reuters","summary":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have tu","content":"<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</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>Explainer: How Meme Stock Darling AMC's New Preferred Shares Work</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\">\nExplainer: How Meme Stock Darling AMC's New Preferred Shares Work\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\">2022-08-23 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","APE":"AMC Entertainment Preferred"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261680510","content_text":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.Here is what you need to know about AMC's new preferred shares.WHAT ARE THE PREFERRED SHARES?The preferred shares are a new class of shares that were given to holders of AMC's common stock this month as a dividend. One preferred share was issued for each common share.The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC's board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.WHY DID AMC ISSUE THE PREFERRED SHARES?AMC said the new shares will be a \"currency\" that will allow it to raise money to pay down debt and carry out acquisitions and investments.While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares' trading price as a benchmark.AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares' Monday closing price of $6, it would raise $2.9 billion.CAN'T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China's Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.AMC's common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company's future in the wake of peer Cineworld Group Plc's warning of a possible bankruptcy.AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker 'APE', a popular social media reference to meme stock enthusiasts. It also gave investors a free \"I OWN APE\" non-fungible token (NFT).","news_type":1,"symbols_score_info":{"AMC":1,"APE":0.9}},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993371229,"gmtCreate":1660635686264,"gmtModify":1676536369821,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993371229","repostId":"1186715007","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}