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2021-06-04

$Palantir Technologies Inc.(PLTR)$Wont sell till this is 100%

2021-04-27

Looks like selling more might backlash which could benefit the smaller EV players like XPEV

Tesla and EV stocks on watch as supply chain issues weighed

2021-04-27

Nice

AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?

2021-07-09

Unleash the red dragon

China cuts reserve requirement ratio for all banks

2021-06-26

Time to go Ali with baba

Alibaba: Can BABA Get Back To $300? Yes, It Can

2021-05-06

Getting in now seems like catching a falling knife

Peloton to recall treadmills after reports of injuries, one death

2021-09-17

This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon

Why Palantir Shares Are Trading Higher Today

2021-08-25

$KINGSOFT(03888)$Shag balls

2021-07-30

Nice

Palantir Technologies Aspires To Be God Emperor of Data Analysis

2021-06-24

$Alibaba(BABA)$Yes ! The green has finallyarrived

2021-05-02

Nice

Berkshire Hathaway Annual Meeting 2021: Highlights and storylines

2021-07-19

Woah

Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session

2021-07-15

Nice ! Like and comment please

Cramer calls this stock a 'coiled spring' and a bet on a travel recovery without buying airlines

2021-06-13

$Kingsoft Cloud Holdings Ltd(KC)$So soft !Get hard soon

2021-05-20

I would include the up and coming palantir as well.

Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years

2021-05-04

$Palantir Technologies Inc.(PLTR)$Buying more

2021-04-23

$Village Farms International Inc(VFF)$Have faith with the bis

2022-08-12

All the way

Sorry, the original content has been removed

2022-06-02

Buy buy buy

Sorry, the original content has been removed

2021-08-25

Oh man

Sorry, the original content has been removed

Go to Tiger App to see more news

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10:31","market":"us","language":"en","title":"Palantir: The Good, The Bad And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1105994220","media":"seekingalpha","summary":"SummaryPalantir is a leader in advanced software for organizations and military applications.The com","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir is a leader in advanced software for organizations and military applications.</li><li>The company missed EPS estimates for Q2, which sent the stock spiraling down.</li><li>Commercial Revenue generated strong growth, up 120% year over year.</li><li>Palantir has a fortress balance sheet with $2.4 billion in cash and cash equivalents with no debt.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3945f4b15bd9c432ba37b20f7fa6ef9\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Andreas Rentz</span></p><p>Originally backed by the CIA, Palantir (NYSE:PLTR) is a global software company that has created a suite of gold standard products for large organizations, governments and military customers. The company is poised to ride the growth in the &#34;BigData&#34; industry which is forecasted to be worth $273 billion by 2026. In addition, the recent Ukraine-Russia conflict has heightened geopolitical tensions and made the company&#39;s software even more appealing.</p><p>In my previous post on Palantir stock, I highlighted the stock as having a &#34;Fair value of $10 per share&#34; and stated at the time when the stock was trading at $7/share it was 32% undervalued. Since that post the stock price popped by ~42%, so congratulations to those who invested. However, the company has recently announced muted financials for the second quarter of 2022 and highlighted slowing revenue growth. Thus in this post I&#39;m going to breakdown the latest financials and revisit my valuation with the lower growth rates taken into account, let&#39;s dive in.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be20bcd04086540035b52475cede4661\" tg-width=\"1280\" tg-height=\"802\" width=\"100%\" height=\"auto\"/><span>PLTR data by YCharts</span></p><p><b>Gold Standard Software</b></p><p>There is a lot of mystery around what exactly Palantir does and I personally believe many investors do not fully understand the business, as very few people have explained it simply. Therefore here is a quick overview of its main products;</p><p><b>Foundry</b></p><p>This is dubbed &#34;The Operating System for the Modern Enterprise &#39;&#39;. Enterprises (large Organizations) tend to have siloed data across multiple business units and require a system that can bring this data together in a safe, secure and intelligent way. Data is only as powerful as the ability to use it, but when siloed it cannot be used effectively for overall business intelligence. Foundry can also use this data to create &#34;Digital Twins&#34; of manufacturing and logistics setups, which is a great way to plan changes and capture data in real time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8eee9f6d33c2b22ac2626af77b9e16\" tg-width=\"640\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Palantir Foundry (Palantir)</span></p><p><b>Gotham</b></p><p>Gotham has been dubbed &#34;The Operating System for Global Decision Making&#34;. This platform enables complex situations with multiple reacting entities to be simulated with real time data feeds to enable faster decisions. A key example, is with the US Army and tracking Battleships around the coast. The Army generals can see the action in real time and setup automated scouting drones to fly to areas for surveillance, should there be any unusual activity in a region.</p><p>Given the Russia-Ukraine War and increased political uncertainty, the need for militaries from around the world to have software like this is becoming even more vital. Their tagline is &#34;Thousands of Users, Millions of Sensors, A Single Pane of Glass&#34;, basically this means a single dashboard to monitor real time operations.</p><p><b>Apollo</b></p><p>The Apollo platform is used for managing production software across major organizations across multiple industries from Airbus to Hyundai and even Rio Tinto, one of the largest mining companies in the world. The sheer range of industries automatically expands the total addressable market for Palantir&#39;s software and thus makes the future growth runway huge.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59da6851f565be219d049cbce43ad71f\" tg-width=\"640\" tg-height=\"351\" width=\"100%\" height=\"auto\"/><span>Palantir Products (Q2 Earnings Report)</span></p><p><b>MetaConstellation</b></p><p>The MetaConstellation product enables the power of Satellite constellations to be harnessed on earth. This even enables Artificial Intelligence models to be leveraged in Orbit, which truly is the next frontier of business intelligence. Space is the next battleground for businesses from Elon Musk&#39;s Starlink to SpaceX and even Bezos Blue Origin. Palantir has recently scored a partnership with Satellogic a leader in Satellite Sub-Meter resolution imaging. &#34;Sub-Meter&#34; effectively means each pixel from a Satellite photograph is less than a meter in width and thus enables the monitoring and tracking of activities on earth. Applications include crop monitoring, disaster relief, military surveillance and even National Security. For all you traders, Satellite imagery has even been used to track oil reserves in containers and thus it can be used to calculate the supply/demand balance and then oil prices. Google also has a Satellite play called &#34;SkyBox&#34;, which it acquired for $500 million a few years back. Google&#39;s platform seems to be focused on improving it&#39;s mapping than for national security applications, like with the Palantir product.</p><p><b>High Retention Rate - Competitive Advantage</b></p><p>Palantir had a net dollar retention rate of 119% as of the second quarter. This means customers are staying with the company and spending more through upsells. In the second quarter conference call, Palantir Founder and CEO Alex Karp spoke in detail about the &#34;stickiness&#34; of Palantir&#39;s products with customers. He states that;</p><blockquote>&#34;In the end, all software products actually have to be measured by is this replaceable, how easy could it be replaced, is the underlying platform durable or fleeting, and could a third party highly technical with massive distribution disrupt these products?</blockquote><blockquote>It would take many, many years of the world&#39;s best engineers to build them -- and you would be building them as we&#39;ve improved them and as we capture the market.&#34; - Palantir CEO Alex Karp</blockquote><p><b>Slowing Second Quarter</b></p><p>Palantir released mixed financial results for the second quarter of 2022. Revenue increased by 26% year over year to $473 million. Now although growth rates were slower than prior quarters such as 30% YoY in Q1, they actually beat analyst estimates by $1.29 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53639040a30e10857c4d577d3acb4b58\" tg-width=\"640\" tg-height=\"280\" width=\"100%\" height=\"auto\"/><span>US Revenue (Q2 earnings report)</span></p><p>US only revenue popped by 45% year over year to $290 million and commercial revenue also grew a rapid 46% year over year. US commercial revenue was the shining light, as this increased by a blistering 120% year over year. With US Commercial customer count increasing by 250% year over year. This is a big deal as the company had just 34 US commercial customers in Q2 2021 and grew this to 119 customers by Q2 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40e7b1b024186667b53b85e60ca74bde\" tg-width=\"640\" tg-height=\"418\" width=\"100%\" height=\"auto\"/><span>US Commercial Customers (Q2 Report)</span></p><p>Palantir&#39;s Healthcare segment also showed rapid growth of 267% year over year, from $42 million to $153 million in revenue. The company has previous scored partnerships with the National Health Service (NHS) in the UK.</p><p>As a software company, Palantir has an extremely high adjusted gross margin of 81%, which has stayed fairly constant (only dipping by 1% percentage point year over year).</p><p>However, the company did produce a heavy loss of $42 million in Q2,22. Earnings Per Share (EPS) was -$0.01, which missed estimates by $0.04. This may seem terrible, but the company states it was driven primarily by losses in Marketable securities. This is a common trend I have seen across earnings reports for companies, as the rising interest rate environment is squeezing the multiples of growth stocks. The good news is Adjusted free cash flow was $61 million, which represents a 13% margin and the seventh consecutive quarter of positive free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5ece7c19769fe1edd7bfd16b12e3cdf\" tg-width=\"640\" tg-height=\"286\" width=\"100%\" height=\"auto\"/><span>Free Cash Flow (Palantir Q2)</span></p><p>The company also has a fortress balance sheet with $2.4 billion in cash and cash equivalents and no debt. In July the company expanded its revolving credit facility by adding $450 million in term loan facility and the option for an additional $950 million if required.</p><p><b>Revised Guidance</b></p><p>Management has revised its guidance down to $1.9 billion for FY22, this would represent just a 23% growth rate year over year. This is a far cry from the 41% growth rate achieved in the year FY21. CEO Alex Karp stated, this lower guidance was due to the &#34;uncertainty toward the end of the year&#34; and goes onto say;</p><blockquote>&#34;As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations, gaps our software can solve. In the short term, this means less revenue now. But on longer time horizons, it accelerates our business&#34; - Palantir CEO Alex Karp</blockquote><p>However, Karp remains &#34;very optimistic that the next three years will look a lot like the last three years&#34;.</p><p><b>Advanced Valuation</b></p><p>In order to value Palantir I have plugged the latest financials into my valuation model, which uses the discounted cash flow method of valuation. I have revised down my prior Revenue estimates of 30% to a 23% growth rate for next year and 28% over the next two to five years. As I believe high inflation won&#39;t last forever and the macroeconomic situation will improve. In addition, I suspect management may be &#34;sandbagging&#34; slightly to lower expectations and then surpass them.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8d04beb678f88f509d0a855cb26660f\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Palantir Stock Valuation 1 (created by author Ben at Motivation 2 invest)</span></p><p>I have also forecasted its operating margin to increase to 28% over the next 6 years, as the company benefits from high operating leverage from its software platform. In addition, to the high customer retention and upsells mentioned previously.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/411a99d5ee1786e88e1f18c60a8a4399\" tg-width=\"640\" tg-height=\"673\" width=\"100%\" height=\"auto\"/><span>Palantir Stock Valuation 2 (created by author Ben at Motivation 2 Invest)</span></p><p>Given these factors I get a fair value of $9.43 per share, the stock is trading at ~$9.62 and thus is fairly valued at the time of writing.</p><p>As an extra data point Palantir has seen its Price to Sales Ratio compress substantially from over 30 in 2021, to approximately 10 at the time of writing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c31ecac9f324df08a74f01ce45c826\" tg-width=\"1280\" tg-height=\"802\" width=\"100%\" height=\"auto\"/><span>PLTR PS Ratio (Forward) data by YCharts</span></p><p><b>Risks</b></p><p><b>Macroeconomic uncertainty</b></p><p>The high inflation and rising interest rate environment has caused many analysts to forecast a &#34;Recession&#34;. We have already seen multiple companies start to cut costs and although I believe a lot of this is fear driven, it can lengthen the sales cycle for Business to Business product adoption.</p><p><b>Stock Based Compensation</b></p><p>Palantir states a lot of their earnings are &#34;Adjusted&#34;. In fact the word &#34;Adjusted&#34; is used a staggering 35 times in their recent press release. This Adjustment excludes &#34;Stock Based Compensation&#34; which was a staggering $146 million in Q2,22 or a whopping 30% of its $473 million in revenue. Now although this is having improved since the $233 million in Q2, 2021, it is a substantial expense which is overlooked. On a positive note, recruiting high quality talent is extremely challenging these days and thus companies must offer lucrative stock compensation packages to attract the best. As long as the amount of stock based compensation relative to total revenue declines over time, then this can be an effective strategy and thus it&#39;s an indicator to watch.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d43f9f6458b1a630d0427473b23dca\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>Palantir Stock based Compensation (created by author Ben at Motivation 2 Invest)</span></p><p><b>Final Thoughts</b></p><p>Palantir is a best in class leader in software for enterprises and national security applications. The founder led company is growing its commercial revenue strong and has a large TAM to attack. However, the slowing growth, &#34;fair&#34; valuation and monstrous stock compensation makes this stock speculative in the short term, therefore I have labeled the stock as a &#34;Hold&#34;.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Good, The Bad And The Ugly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Good, The Bad And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532988-palantir-good-bad-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is a leader in advanced software for organizations and military applications.The company missed EPS estimates for Q2, which sent the stock spiraling down.Commercial Revenue generated ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532988-palantir-good-bad-ugly\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4532988-palantir-good-bad-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105994220","content_text":"SummaryPalantir is a leader in advanced software for organizations and military applications.The company missed EPS estimates for Q2, which sent the stock spiraling down.Commercial Revenue generated strong growth, up 120% year over year.Palantir has a fortress balance sheet with $2.4 billion in cash and cash equivalents with no debt.Andreas RentzOriginally backed by the CIA, Palantir (NYSE:PLTR) is a global software company that has created a suite of gold standard products for large organizations, governments and military customers. The company is poised to ride the growth in the \"BigData\" industry which is forecasted to be worth $273 billion by 2026. In addition, the recent Ukraine-Russia conflict has heightened geopolitical tensions and made the company's software even more appealing.In my previous post on Palantir stock, I highlighted the stock as having a \"Fair value of $10 per share\" and stated at the time when the stock was trading at $7/share it was 32% undervalued. Since that post the stock price popped by ~42%, so congratulations to those who invested. However, the company has recently announced muted financials for the second quarter of 2022 and highlighted slowing revenue growth. Thus in this post I'm going to breakdown the latest financials and revisit my valuation with the lower growth rates taken into account, let's dive in.PLTR data by YChartsGold Standard SoftwareThere is a lot of mystery around what exactly Palantir does and I personally believe many investors do not fully understand the business, as very few people have explained it simply. Therefore here is a quick overview of its main products;FoundryThis is dubbed \"The Operating System for the Modern Enterprise ''. Enterprises (large Organizations) tend to have siloed data across multiple business units and require a system that can bring this data together in a safe, secure and intelligent way. Data is only as powerful as the ability to use it, but when siloed it cannot be used effectively for overall business intelligence. Foundry can also use this data to create \"Digital Twins\" of manufacturing and logistics setups, which is a great way to plan changes and capture data in real time.Palantir Foundry (Palantir)GothamGotham has been dubbed \"The Operating System for Global Decision Making\". This platform enables complex situations with multiple reacting entities to be simulated with real time data feeds to enable faster decisions. A key example, is with the US Army and tracking Battleships around the coast. The Army generals can see the action in real time and setup automated scouting drones to fly to areas for surveillance, should there be any unusual activity in a region.Given the Russia-Ukraine War and increased political uncertainty, the need for militaries from around the world to have software like this is becoming even more vital. Their tagline is \"Thousands of Users, Millions of Sensors, A Single Pane of Glass\", basically this means a single dashboard to monitor real time operations.ApolloThe Apollo platform is used for managing production software across major organizations across multiple industries from Airbus to Hyundai and even Rio Tinto, one of the largest mining companies in the world. The sheer range of industries automatically expands the total addressable market for Palantir's software and thus makes the future growth runway huge.Palantir Products (Q2 Earnings Report)MetaConstellationThe MetaConstellation product enables the power of Satellite constellations to be harnessed on earth. This even enables Artificial Intelligence models to be leveraged in Orbit, which truly is the next frontier of business intelligence. Space is the next battleground for businesses from Elon Musk's Starlink to SpaceX and even Bezos Blue Origin. Palantir has recently scored a partnership with Satellogic a leader in Satellite Sub-Meter resolution imaging. \"Sub-Meter\" effectively means each pixel from a Satellite photograph is less than a meter in width and thus enables the monitoring and tracking of activities on earth. Applications include crop monitoring, disaster relief, military surveillance and even National Security. For all you traders, Satellite imagery has even been used to track oil reserves in containers and thus it can be used to calculate the supply/demand balance and then oil prices. Google also has a Satellite play called \"SkyBox\", which it acquired for $500 million a few years back. Google's platform seems to be focused on improving it's mapping than for national security applications, like with the Palantir product.High Retention Rate - Competitive AdvantagePalantir had a net dollar retention rate of 119% as of the second quarter. This means customers are staying with the company and spending more through upsells. In the second quarter conference call, Palantir Founder and CEO Alex Karp spoke in detail about the \"stickiness\" of Palantir's products with customers. He states that;\"In the end, all software products actually have to be measured by is this replaceable, how easy could it be replaced, is the underlying platform durable or fleeting, and could a third party highly technical with massive distribution disrupt these products?It would take many, many years of the world's best engineers to build them -- and you would be building them as we've improved them and as we capture the market.\" - Palantir CEO Alex KarpSlowing Second QuarterPalantir released mixed financial results for the second quarter of 2022. Revenue increased by 26% year over year to $473 million. Now although growth rates were slower than prior quarters such as 30% YoY in Q1, they actually beat analyst estimates by $1.29 million.US Revenue (Q2 earnings report)US only revenue popped by 45% year over year to $290 million and commercial revenue also grew a rapid 46% year over year. US commercial revenue was the shining light, as this increased by a blistering 120% year over year. With US Commercial customer count increasing by 250% year over year. This is a big deal as the company had just 34 US commercial customers in Q2 2021 and grew this to 119 customers by Q2 2022.US Commercial Customers (Q2 Report)Palantir's Healthcare segment also showed rapid growth of 267% year over year, from $42 million to $153 million in revenue. The company has previous scored partnerships with the National Health Service (NHS) in the UK.As a software company, Palantir has an extremely high adjusted gross margin of 81%, which has stayed fairly constant (only dipping by 1% percentage point year over year).However, the company did produce a heavy loss of $42 million in Q2,22. Earnings Per Share (EPS) was -$0.01, which missed estimates by $0.04. This may seem terrible, but the company states it was driven primarily by losses in Marketable securities. This is a common trend I have seen across earnings reports for companies, as the rising interest rate environment is squeezing the multiples of growth stocks. The good news is Adjusted free cash flow was $61 million, which represents a 13% margin and the seventh consecutive quarter of positive free cash flow.Free Cash Flow (Palantir Q2)The company also has a fortress balance sheet with $2.4 billion in cash and cash equivalents and no debt. In July the company expanded its revolving credit facility by adding $450 million in term loan facility and the option for an additional $950 million if required.Revised GuidanceManagement has revised its guidance down to $1.9 billion for FY22, this would represent just a 23% growth rate year over year. This is a far cry from the 41% growth rate achieved in the year FY21. CEO Alex Karp stated, this lower guidance was due to the \"uncertainty toward the end of the year\" and goes onto say;\"As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations, gaps our software can solve. In the short term, this means less revenue now. But on longer time horizons, it accelerates our business\" - Palantir CEO Alex KarpHowever, Karp remains \"very optimistic that the next three years will look a lot like the last three years\".Advanced ValuationIn order to value Palantir I have plugged the latest financials into my valuation model, which uses the discounted cash flow method of valuation. I have revised down my prior Revenue estimates of 30% to a 23% growth rate for next year and 28% over the next two to five years. As I believe high inflation won't last forever and the macroeconomic situation will improve. In addition, I suspect management may be \"sandbagging\" slightly to lower expectations and then surpass them.Palantir Stock Valuation 1 (created by author Ben at Motivation 2 invest)I have also forecasted its operating margin to increase to 28% over the next 6 years, as the company benefits from high operating leverage from its software platform. In addition, to the high customer retention and upsells mentioned previously.Palantir Stock Valuation 2 (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $9.43 per share, the stock is trading at ~$9.62 and thus is fairly valued at the time of writing.As an extra data point Palantir has seen its Price to Sales Ratio compress substantially from over 30 in 2021, to approximately 10 at the time of writing.PLTR PS Ratio (Forward) data by YChartsRisksMacroeconomic uncertaintyThe high inflation and rising interest rate environment has caused many analysts to forecast a \"Recession\". We have already seen multiple companies start to cut costs and although I believe a lot of this is fear driven, it can lengthen the sales cycle for Business to Business product adoption.Stock Based CompensationPalantir states a lot of their earnings are \"Adjusted\". In fact the word \"Adjusted\" is used a staggering 35 times in their recent press release. This Adjustment excludes \"Stock Based Compensation\" which was a staggering $146 million in Q2,22 or a whopping 30% of its $473 million in revenue. Now although this is having improved since the $233 million in Q2, 2021, it is a substantial expense which is overlooked. On a positive note, recruiting high quality talent is extremely challenging these days and thus companies must offer lucrative stock compensation packages to attract the best. As long as the amount of stock based compensation relative to total revenue declines over time, then this can be an effective strategy and thus it's an indicator to watch.Palantir Stock based Compensation (created by author Ben at Motivation 2 Invest)Final ThoughtsPalantir is a best in class leader in software for enterprises and national security applications. The founder led company is growing its commercial revenue strong and has a large TAM to attack. However, the slowing growth, \"fair\" valuation and monstrous stock compensation makes this stock speculative in the short term, therefore I have labeled the stock as a \"Hold\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990802792,"gmtCreate":1660317408618,"gmtModify":1676533450406,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"nothin smells like \"buy buy buy\" than pltr","listText":"nothin smells like \"buy buy buy\" than pltr","text":"nothin smells like \"buy buy buy\" than pltr","images":[{"img":"https://community-static.tradeup.com/news/1a2f30d7b8aabbc54432cb2d0bce274e","width":"1170","height":"2780"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990802792","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9990802184,"gmtCreate":1660317348450,"gmtModify":1676533450390,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990802184","repostId":"1190571853","repostType":2,"repost":{"id":"1190571853","pubTimestamp":1660308827,"share":"https://ttm.financial/m/news/1190571853?lang=&edition=fundamental","pubTime":"2022-08-12 20:53","market":"us","language":"en","title":"Palantir: Utter Disaster","url":"https://stock-news.laohu8.com/highlight/detail?id=1190571853","media":"Seeking Alpha","summary":"SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on t","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>There is no faith in Palantir right now.</li><li>Headline results were mixed at best.</li><li>Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.</li><li>The pace of growth is clearly slowing, and that is a major issue for an earnings-light company.</li></ul><p>So, Palantir Technologies Inc. (NYSE:PLTR) stock has been one of the best trading stocks you can ask for. It moves with extreme swings higher and lower, our traders have made a bundle, especially by selling premium (i.e., puts and calls). We have stood behind the technology as a gamechanger. This is truly an innovative and disruptive company that has massive reach to both the commercial and government sectors.</p><p>The company is operating in the most important currency of our lifetimes: big data. And while the company innovates, and helps its clients understand data and make decisions, as an investment this has been complete trash, really an utter disaster. That may not be a technical finance term in the literature, but it is a term you hear often at hedge funds and trading floors. Frankly, while we believe in the ability of the company to deliver long-term, and we own some of it, it has been an utter disaster for longs that are not trading in and out. While we are up off the bottom, there are still so many retail &#34;bag-holders&#34; out there.</p><p><b>Trading not investing</b></p><p>The only ones making money in this stock are trading in and out. You can make good money holding a core investment and selling calls, or even selling puts, due to the volatility. Those who scalp nickels and dimes are doing well. Those who are caught near the bottom are hit hard. But investing here requires extreme patience, and frankly, while we get the win on the trades over and over, we recognize that investors are getting slammed here.</p><p><b>Pressure mounts</b></p><p>Unfortunately, despite a market rally, this remains a trader&#39;s market right now, and we think that is the best way to handle Palantir for now. That said, we think you can hold a small core position for the long-term, but with all of the issues facing the company from dilution to a questionable management team, the economic picture has been poor for the company, making matters worse. Governments are spending less. Businesses are tightening up. While we think you can see business recognize the money saving potential of decision making algorithms, company capex on things like this tends to get cut first when businesses tighten their belt. This is a near-term issue, while things like dilution are longer-term. The thing is, we think you should trade this name. We hate to see investors lose money, and we know it can be painful, but it&#39;s been complete trash, in our humble opinion. Is all hope lost here?</p><p><b>Companies like Palantir tend to be expensive before they finally sustain earnings</b></p><p>Companies like Palantir are indeed often extremely expensive in the early stages. Granted, this company has been around for a long time, but is newly public, barely two years old here public. You really cannot value them on an earnings basis because there are no or very little earnings often as they ramp up. Palantir, as we mentioned has that massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. The last few weeks have seen a huge tech rally, and Palantir stock began to see a big bid up, until this week.</p><p><b>Little faith in Palantir</b></p><p>Investors are now starting to see that Palantir may lose money or breakeven for years. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously, but even that pace of growth is slowing, and that is a huge risk. If you believe in the tech (we do) you can add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion, but it may take years to get a return. It is just easier to make 5,6,7, even 10% on this name by trading over and over. Investing requires patience and belief that things will improve. Right now, this is a tall order for this company and management. There is no, or very little faith.</p><p>While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits. However, the most recent quarter was also &#34;trash,&#34; as we say.</p><p><b>Headline earnings figures mixed</b></p><p>In the just-reported quarter, performance was pretty mixed on the top and bottom lines with revenue just a touch ahead of consensus estimates, and earnings missing horribly. Total revenue grew 25.9% year-over-year to $473.0 million, beating estimates by just over $1 million. However, its profitability was lower than expected by $0.04, and worse, guidance was far less than consensus. That crushed the stock&#39;s momentum that it had going for it. Now revenues are only growing in the 20% range, versus 30+. Ouch. Further, most expected the company to make a tiny profit this quarter, and instead it lost money. Ouch.</p><p><b>Palantir&#39;s Government and Commercial sectors both showing growth</b></p><p>As you likely are aware, Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results seem to be slowing. There is a ton of disagreement out there on whether the somewhat shaky economy will help or hurt, but we think it definitely slows both sectors, especially government.</p><p>Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. The revenues did rise 26% from last year, and the company&#39;s customer count increased to 304, up from 169 a year ago, but sequentially customer growth seems to be slowing. Palantir added 27 net new customers in the second quarter, with 19 net new commercial customers. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q2, it rose 46% year-over-year. That said, each earnings report it seems the year-over-year growth is a little less. Not great.</p><p>The government business growth has just stalled. Here government revenue expanded to $263 million in revenue in Q2, rising 9% quarter-over-quarter. One positive is that health care (both in government and also commercial) has become a substantial and rapidly growing business, generating approximately $153 million in revenue in the first half of 2022, up from $42 million in the first half of 2020. Decent growth.</p><p><b>Margins show good news</b></p><p>For as much as the company seemed to have whiffed, there has been pockets of good news. Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering here. Adjusted gross margin, (these are the margins which excludes the horrible dilutive stock-based compensation expenses) was 81%. The adjusted income from operations, excluding stock-based compensation and related employer payroll taxes, was $108 million, representing adjusted operating margin of 23% ahead of management&#39;s prior guidance of 20%.</p><p>Palantir expenses are on the rise but cash flow is positive.</p><p>While margins were solid, adjusted expenses are on the rise. Expenses were $365 million, up 11% sequentially. With the revenue number and higher expenses however, despite margins, led to a loss in the quarter. As mentioned adjusted earnings per share was a loss of $0.01. Some of this was that there was a $0.05 impact driven primarily by losses on securities held.</p><p>The company also generated $62 million in cash from operations, and the adjusted free cash flow was $61 million. That was the seventh consecutive quarter of positive free cash flow. Over the last year Palantir generated $314 million in adjusted free cash flow. The balance sheet is anything but trash. The company still has a solid $2.4 billion in cash and cash equivalents and absolutely no debt. Now that said, the company did decide a few weeks ago to expand its revolving credit facility by adding a $450 million new incremental delayed draw term loan facility. Long story short, the company has liquidity if needed. Overall, they have an additional liquidity source up to $950 million and it remains entirely undrawn.</p><p>The reason we explain that is this company is in no danger of any sort of bankruptcies. The investment might be horrible as sustained positive EPS remains elusive, but the balance sheet is nice.</p><p><b>Palantir stock valuation</b></p><p>When we look at the valuation of Palantir stock, the bottom line is the stock is expensive to own. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 170X FWD EPS. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples here in 2022. Keep that in mind. At 10.4X sales, the stock is relatively cheaper than it has ever been, but it is still not &#34;cheap&#34; by any stretch at all. We like the cash flow metrics, though the price to cash flow is still about 70X.</p><p><b>Guidance was more than disappointing</b></p><p>The biggest concern right now is not valuation, or the Q2 earnings results. Nor is it the fact that the stock has been a trash investment. The biggest issue right now is also not the never ending dilution (which stinks). It is not the broader market risk either. The largest issue is a slowdown in performance, the slowing growth of revenues, and continued reduced guidance including here in Q3. The Q3 guidance was pretty weak. For Q3 2022, the company &#34;expects revenue of between $474 million to $475 million&#34; which was way below consensus of $505 million. For the year, we are looking at nearly 5% lower revenues than expected. Ouch. For the year management guided &#34;revenue of $1.9 billion&#34; vs. consensus of $1.98 billion. Adjusted income from operations should be $341 million to $343 million.</p><p>So, what is our take?</p><p>We would be selling calls here on the next pop. The volatility is high here and premiums are hefty. On the next big downturn, sell puts a month or two out and out of the money. If assigned, turn right around and sell calls. Trade around the position. Palantir&#39;s growth is slowly fading, though still strong. We also think profitability is elusive. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. Stick to trading the name, or buy a few shares and come back in 10 years.</p><p><b>Take home</b></p><p>We love that the company operates with no debt and has nice positive free cash flow. The company offers amazing solutions for government and businesses by using big data and using analytics to improve operations. But, investments in the stock have been trashed. Traders have won over and over again. While growth will continue, and the balance sheet is solid, we have to keep an eye on the pace of customer growth and contract values. On the next drawdown to the $8 range, we would be buyers.</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>Palantir: Utter Disaster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Utter Disaster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533226-palantir-utter-disaster><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.The pace of growth is clearly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533226-palantir-utter-disaster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4533226-palantir-utter-disaster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190571853","content_text":"SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.The pace of growth is clearly slowing, and that is a major issue for an earnings-light company.So, Palantir Technologies Inc. (NYSE:PLTR) stock has been one of the best trading stocks you can ask for. It moves with extreme swings higher and lower, our traders have made a bundle, especially by selling premium (i.e., puts and calls). We have stood behind the technology as a gamechanger. This is truly an innovative and disruptive company that has massive reach to both the commercial and government sectors.The company is operating in the most important currency of our lifetimes: big data. And while the company innovates, and helps its clients understand data and make decisions, as an investment this has been complete trash, really an utter disaster. That may not be a technical finance term in the literature, but it is a term you hear often at hedge funds and trading floors. Frankly, while we believe in the ability of the company to deliver long-term, and we own some of it, it has been an utter disaster for longs that are not trading in and out. While we are up off the bottom, there are still so many retail \"bag-holders\" out there.Trading not investingThe only ones making money in this stock are trading in and out. You can make good money holding a core investment and selling calls, or even selling puts, due to the volatility. Those who scalp nickels and dimes are doing well. Those who are caught near the bottom are hit hard. But investing here requires extreme patience, and frankly, while we get the win on the trades over and over, we recognize that investors are getting slammed here.Pressure mountsUnfortunately, despite a market rally, this remains a trader's market right now, and we think that is the best way to handle Palantir for now. That said, we think you can hold a small core position for the long-term, but with all of the issues facing the company from dilution to a questionable management team, the economic picture has been poor for the company, making matters worse. Governments are spending less. Businesses are tightening up. While we think you can see business recognize the money saving potential of decision making algorithms, company capex on things like this tends to get cut first when businesses tighten their belt. This is a near-term issue, while things like dilution are longer-term. The thing is, we think you should trade this name. We hate to see investors lose money, and we know it can be painful, but it's been complete trash, in our humble opinion. Is all hope lost here?Companies like Palantir tend to be expensive before they finally sustain earningsCompanies like Palantir are indeed often extremely expensive in the early stages. Granted, this company has been around for a long time, but is newly public, barely two years old here public. You really cannot value them on an earnings basis because there are no or very little earnings often as they ramp up. Palantir, as we mentioned has that massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. The last few weeks have seen a huge tech rally, and Palantir stock began to see a big bid up, until this week.Little faith in PalantirInvestors are now starting to see that Palantir may lose money or breakeven for years. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously, but even that pace of growth is slowing, and that is a huge risk. If you believe in the tech (we do) you can add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion, but it may take years to get a return. It is just easier to make 5,6,7, even 10% on this name by trading over and over. Investing requires patience and belief that things will improve. Right now, this is a tall order for this company and management. There is no, or very little faith.While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits. However, the most recent quarter was also \"trash,\" as we say.Headline earnings figures mixedIn the just-reported quarter, performance was pretty mixed on the top and bottom lines with revenue just a touch ahead of consensus estimates, and earnings missing horribly. Total revenue grew 25.9% year-over-year to $473.0 million, beating estimates by just over $1 million. However, its profitability was lower than expected by $0.04, and worse, guidance was far less than consensus. That crushed the stock's momentum that it had going for it. Now revenues are only growing in the 20% range, versus 30+. Ouch. Further, most expected the company to make a tiny profit this quarter, and instead it lost money. Ouch.Palantir's Government and Commercial sectors both showing growthAs you likely are aware, Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results seem to be slowing. There is a ton of disagreement out there on whether the somewhat shaky economy will help or hurt, but we think it definitely slows both sectors, especially government.Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. The revenues did rise 26% from last year, and the company's customer count increased to 304, up from 169 a year ago, but sequentially customer growth seems to be slowing. Palantir added 27 net new customers in the second quarter, with 19 net new commercial customers. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q2, it rose 46% year-over-year. That said, each earnings report it seems the year-over-year growth is a little less. Not great.The government business growth has just stalled. Here government revenue expanded to $263 million in revenue in Q2, rising 9% quarter-over-quarter. One positive is that health care (both in government and also commercial) has become a substantial and rapidly growing business, generating approximately $153 million in revenue in the first half of 2022, up from $42 million in the first half of 2020. Decent growth.Margins show good newsFor as much as the company seemed to have whiffed, there has been pockets of good news. Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering here. Adjusted gross margin, (these are the margins which excludes the horrible dilutive stock-based compensation expenses) was 81%. The adjusted income from operations, excluding stock-based compensation and related employer payroll taxes, was $108 million, representing adjusted operating margin of 23% ahead of management's prior guidance of 20%.Palantir expenses are on the rise but cash flow is positive.While margins were solid, adjusted expenses are on the rise. Expenses were $365 million, up 11% sequentially. With the revenue number and higher expenses however, despite margins, led to a loss in the quarter. As mentioned adjusted earnings per share was a loss of $0.01. Some of this was that there was a $0.05 impact driven primarily by losses on securities held.The company also generated $62 million in cash from operations, and the adjusted free cash flow was $61 million. That was the seventh consecutive quarter of positive free cash flow. Over the last year Palantir generated $314 million in adjusted free cash flow. The balance sheet is anything but trash. The company still has a solid $2.4 billion in cash and cash equivalents and absolutely no debt. Now that said, the company did decide a few weeks ago to expand its revolving credit facility by adding a $450 million new incremental delayed draw term loan facility. Long story short, the company has liquidity if needed. Overall, they have an additional liquidity source up to $950 million and it remains entirely undrawn.The reason we explain that is this company is in no danger of any sort of bankruptcies. The investment might be horrible as sustained positive EPS remains elusive, but the balance sheet is nice.Palantir stock valuationWhen we look at the valuation of Palantir stock, the bottom line is the stock is expensive to own. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 170X FWD EPS. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples here in 2022. Keep that in mind. At 10.4X sales, the stock is relatively cheaper than it has ever been, but it is still not \"cheap\" by any stretch at all. We like the cash flow metrics, though the price to cash flow is still about 70X.Guidance was more than disappointingThe biggest concern right now is not valuation, or the Q2 earnings results. Nor is it the fact that the stock has been a trash investment. The biggest issue right now is also not the never ending dilution (which stinks). It is not the broader market risk either. The largest issue is a slowdown in performance, the slowing growth of revenues, and continued reduced guidance including here in Q3. The Q3 guidance was pretty weak. For Q3 2022, the company \"expects revenue of between $474 million to $475 million\" which was way below consensus of $505 million. For the year, we are looking at nearly 5% lower revenues than expected. Ouch. For the year management guided \"revenue of $1.9 billion\" vs. consensus of $1.98 billion. Adjusted income from operations should be $341 million to $343 million.So, what is our take?We would be selling calls here on the next pop. The volatility is high here and premiums are hefty. On the next big downturn, sell puts a month or two out and out of the money. If assigned, turn right around and sell calls. Trade around the position. Palantir's growth is slowly fading, though still strong. We also think profitability is elusive. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. Stick to trading the name, or buy a few shares and come back in 10 years.Take homeWe love that the company operates with no debt and has nice positive free cash flow. The company offers amazing solutions for government and businesses by using big data and using analytics to improve operations. But, investments in the stock have been trashed. Traders have won over and over again. While growth will continue, and the balance sheet is solid, we have to keep an eye on the pace of customer growth and contract values. On the next drawdown to the $8 range, we would be buyers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990808848,"gmtCreate":1660317255487,"gmtModify":1676533450341,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"More upside&nbsp;","listText":"More upside&nbsp;","text":"More upside","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990808848","repostId":"2258660745","repostType":2,"repost":{"id":"2258660745","pubTimestamp":1660308672,"share":"https://ttm.financial/m/news/2258660745?lang=&edition=fundamental","pubTime":"2022-08-12 20:51","market":"us","language":"en","title":"Sea Limited (SE) to Report Q2 Earnings: What's in Store?","url":"https://stock-news.laohu8.com/highlight/detail?id=2258660745","media":"Zacks","summary":"Sea Limited SE is set to release second-quarter 2022 results on Aug 16.The Zacks Consensus Estimate ","content":"<html><body><p><strong>Sea Limited</strong> SE is set to release second-quarter 2022 results on Aug 16.<br/><br/>The Zacks Consensus Estimate for loss has widened by 1 cent to 92 cents per share over the past 30 days. Sea Limited reported a loss of 61 cents per share in the year-ago quarter.<br/><br/>The consensus mark for revenues is currently pegged at $3.05 billion, indicating 25.02% growth from the year-ago quarter’s reported figure.<br/><br/>The company’s earnings missed the Zacks Consensus Estimate in two of the trailing four quarters while beating the same in the remaining, the earnings surprise being -37.88%.<br/> <br/><br/><br/><br/><br/><br/><br/></p>\n<div>\n<h3>Sea Limited Sponsored ADR Price and EPS Surprise</h3>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/Ah_iDC1Q4OOZOgSbPw24SA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/abe8b716f2fb6ebcb1e571f06d413070\" title=\"\"/>\n<p>Sea Limited Sponsored ADR price-eps-surprise | Sea Limited Sponsored ADR Quote</p>\n</div>\n<p>Let’s see how things have shaped up prior to this announcement.</p>\n<h3>Factors at Play for Q2 Results</h3>\n<p>Sea Limited’s digital entertainment (Garena) and e-commerce businesses are expected to have been the driving factor in the second quarter.<br/><br/>Garena is likely to have benefited from stabilizing the player base of <em>Free Fire</em>.<br/><br/>The company’s e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Increasing monthly active users and improving engagement reflected by growing total time spent bode well for Shopee in the to-be-reported quarter.<br/><br/>In the first quarter, Shopee was the top-ranked app in the Shopping category across both iOS and Google Play by average monthly active users and total time spent in the app in each of Southeast Asia, Taiwan and Indonesia, per data.ai. The momentum is expected to have continued in the to-be-reported quarter.<br/><br/>Additionally, SeaMoney’s strengthening integration with Shopee is expected to have aided Sea’s digital financial services business.<br/><br/>Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company’s mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.<br/><br/><br/><br/><br/><br/><br/><br/><br/><br/></p>\n<h3>What Our Model Indicates</h3>\n<p>Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.<br/><br/>Sea Limited has an Earnings ESP of -2.72% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.<br/><br/></p>\n<h3>Stocks to Consider</h3>\n<p>Here are a couple of companies worth considering as our model shows that they have the right combination of elements to beat on earnings this reporting cycle:<br/><br/><strong>Keysight</strong> KEYS has an Earnings ESP of +1.23% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.<br/><br/>The company is scheduled to release third-quarter fiscal 2022 results on Aug 17.<br/><br/>KEYS’ shares have fallen 19.3% in the year-to-date period compared with the Zacks Computer and Technology sector, which witnessed a fall of 21.2% over the same time frame.<br/><br/><strong>Hewlett Packard Enterprise</strong> HPE has an Earnings ESP of +2.89% and a Zacks Rank #3.<br/><br/>HPE is scheduled to release third-quarter fiscal 2022 results on Aug 30. Hewlett Packard’s shares are down 7% in the year-to-date period.<br/><br/><strong>Dell Technologies</strong> DELL has an Earnings ESP of +3.07% and a Zacks Rank #3.<br/><br/>DELL is scheduled to release second-quarter fiscal 2023 results on Aug 25. Dell’s shares are down 15.3% in the year-to-date period.<br/><br/>Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.<br/><br/><br/><br/><br/><br/><br/><br/><br/><br/><br/><br/><br/><br/><br/><br/></p>\n<br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n<br/> \n<br/>\nDell Technologies Inc. (DELL) : Free Stock Analysis Report\n<br/> \n<br/>\nSea Limited Sponsored ADR (SE) : Free Stock Analysis Report\n<br/> \n<br/>\n<a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies Inc</a>. (KEYS) : Free Stock Analysis Report\n<br/> \n<br/>\nHewlett Packard Enterprise Company (HPE) : Free Stock Analysis Report\n<br/> \n<br/>\nTo read this article on Zacks.com click here.\n<br/> \n<br/>\nZacks Investment Research\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/>\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited (SE) to Report Q2 Earnings: What's in Store?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited (SE) to Report Q2 Earnings: What's in Store?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 20:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/sea-limited-se-report-q2-125112408.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited SE is set to release second-quarter 2022 results on Aug 16.The Zacks Consensus Estimate for loss has widened by 1 cent to 92 cents per share over the past 30 days. Sea Limited reported a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/sea-limited-se-report-q2-125112408.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/lxbuko894MD3adGXslNlFg--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/VF_SRl4xf0ux8H066BqYsA--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/98052cf5fdceea66a1471d0e850bb4b6","relate_stocks":{"BGNE":"百济神州","QTWO":"Q2 Holdings Inc","SE":"Sea Ltd","DELL":"戴尔","HPE":"慧与科技"},"source_url":"https://finance.yahoo.com/news/sea-limited-se-report-q2-125112408.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2258660745","content_text":"Sea Limited SE is set to release second-quarter 2022 results on Aug 16.The Zacks Consensus Estimate for loss has widened by 1 cent to 92 cents per share over the past 30 days. Sea Limited reported a loss of 61 cents per share in the year-ago quarter.The consensus mark for revenues is currently pegged at $3.05 billion, indicating 25.02% growth from the year-ago quarter’s reported figure.The company’s earnings missed the Zacks Consensus Estimate in two of the trailing four quarters while beating the same in the remaining, the earnings surprise being -37.88%. \n\nSea Limited Sponsored ADR Price and EPS Surprise\n\nSea Limited Sponsored ADR price-eps-surprise | Sea Limited Sponsored ADR Quote\n\nLet’s see how things have shaped up prior to this announcement.\nFactors at Play for Q2 Results\nSea Limited’s digital entertainment (Garena) and e-commerce businesses are expected to have been the driving factor in the second quarter.Garena is likely to have benefited from stabilizing the player base of Free Fire.The company’s e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Increasing monthly active users and improving engagement reflected by growing total time spent bode well for Shopee in the to-be-reported quarter.In the first quarter, Shopee was the top-ranked app in the Shopping category across both iOS and Google Play by average monthly active users and total time spent in the app in each of Southeast Asia, Taiwan and Indonesia, per data.ai. The momentum is expected to have continued in the to-be-reported quarter.Additionally, SeaMoney’s strengthening integration with Shopee is expected to have aided Sea’s digital financial services business.Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company’s mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.\nWhat Our Model Indicates\nPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.Sea Limited has an Earnings ESP of -2.72% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.\nStocks to Consider\nHere are a couple of companies worth considering as our model shows that they have the right combination of elements to beat on earnings this reporting cycle:Keysight KEYS has an Earnings ESP of +1.23% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.The company is scheduled to release third-quarter fiscal 2022 results on Aug 17.KEYS’ shares have fallen 19.3% in the year-to-date period compared with the Zacks Computer and Technology sector, which witnessed a fall of 21.2% over the same time frame.Hewlett Packard Enterprise HPE has an Earnings ESP of +2.89% and a Zacks Rank #3.HPE is scheduled to release third-quarter fiscal 2022 results on Aug 30. Hewlett Packard’s shares are down 7% in the year-to-date period.Dell Technologies DELL has an Earnings ESP of +3.07% and a Zacks Rank #3.DELL is scheduled to release second-quarter fiscal 2023 results on Aug 25. Dell’s shares are down 15.3% in the year-to-date period.Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n \n\nDell Technologies Inc. (DELL) : Free Stock Analysis Report\n \n\nSea Limited Sponsored ADR (SE) : Free Stock Analysis Report\n \n\nKeysight Technologies Inc. (KEYS) : Free Stock Analysis Report\n \n\nHewlett Packard Enterprise Company (HPE) : Free Stock Analysis Report\n \n\nTo read this article on Zacks.com click here.\n \n\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990801412,"gmtCreate":1660317199840,"gmtModify":1676533450324,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"All the way&nbsp;","listText":"All the way&nbsp;","text":"All the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990801412","repostId":"1164455277","repostType":2,"repost":{"id":"1164455277","pubTimestamp":1660314148,"share":"https://ttm.financial/m/news/1164455277?lang=&edition=fundamental","pubTime":"2022-08-12 22:22","market":"hk","language":"en","title":"This World's Largest Hedge Fund Buys More Nio, XPeng Shares In Q2, Takes Fresh Positions In 2 U.S. EV Startups","url":"https://stock-news.laohu8.com/highlight/detail?id=1164455277","media":"Benzinga","summary":"ZINGER KEY POINTSRay Dalio's Bridgewater adds more shares of Nio and Xpeng in the second quarter.Bri","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Ray Dalio&#39;s Bridgewater adds more shares of Nio and Xpeng in the second quarter.</li><li>Bridgewater more than doubles its stake in Ford to 4.62 million shares.</li></ul><p>Ray Dalio-founded hedge fund <b>Bridgewater Associates</b> may have disposed of its entire holdings in most Chinese tech stocks, but it still swears by the country&#39;s electric vehicle startups.</p><p><b>What Happened:</b> Bridgewater added to its positions in <b>Nio Inc ADR</b> and <b>XPeng Inc - ADR</b>, a 13F filing by the fund revealed. Although the nearly 50-year-old firm took some money off the table by selling a small stake in <b>Li Auto Inc</b>, it still has a significant position in the company.</p><p><b>Here are Bridgewater&#39;s positions at the end of the second quarter:</b></p><p><b>Nio:</b>5.53 million (up from 5.32 million in the first quarter)</p><p><b>XPeng</b>: 2.16 million (up from 2.15 million in the first quarter)</p><p><b>Li Auto</b>: 3.27 million (down from 3.36 million in the first quarter)</p><p><b>U.S. EV Holdings:</b> Bridgewater took fresh positions in two U.S. EV startups. The firm bought 62,818 shares of <b>Rivian Automotive Inc</b> and 285,791 shares of <b>Lucid Group Inc</b>.</p><p>Incidentally, the firm does not own any stock in market leader <b>Tesla Inc</b>.</p><p>Bridgewater also doubled down on <b>Ford Motor Company</b>. At the end of the second quarter, it had 4.62 million Ford shares, up from 2.2 million at the end of the first quarter.</p><p>Bridgewater is the world&#39;s largest hedge fund, with about $150 billion in assets under management.</p></body></html>","source":"lsy1606299360108","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>This World's Largest Hedge Fund Buys More Nio, XPeng Shares In Q2, Takes Fresh Positions In 2 U.S. EV Startups</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\">\nThis World's Largest Hedge Fund Buys More Nio, XPeng Shares In Q2, Takes Fresh Positions In 2 U.S. EV Startups\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/asia/22/08/28469792/this-worlds-largest-hedge-fund-buys-more-nio-xpeng-shares-in-q2-takes-fresh-positions-in-these-2-u-s><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSRay Dalio's Bridgewater adds more shares of Nio and Xpeng in the second quarter.Bridgewater more than doubles its stake in Ford to 4.62 million shares.Ray Dalio-founded hedge fund ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/08/28469792/this-worlds-largest-hedge-fund-buys-more-nio-xpeng-shares-in-q2-takes-fresh-positions-in-these-2-u-s\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.benzinga.com/markets/asia/22/08/28469792/this-worlds-largest-hedge-fund-buys-more-nio-xpeng-shares-in-q2-takes-fresh-positions-in-these-2-u-s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164455277","content_text":"ZINGER KEY POINTSRay Dalio's Bridgewater adds more shares of Nio and Xpeng in the second quarter.Bridgewater more than doubles its stake in Ford to 4.62 million shares.Ray Dalio-founded hedge fund Bridgewater Associates may have disposed of its entire holdings in most Chinese tech stocks, but it still swears by the country's electric vehicle startups.What Happened: Bridgewater added to its positions in Nio Inc ADR and XPeng Inc - ADR, a 13F filing by the fund revealed. Although the nearly 50-year-old firm took some money off the table by selling a small stake in Li Auto Inc, it still has a significant position in the company.Here are Bridgewater's positions at the end of the second quarter:Nio:5.53 million (up from 5.32 million in the first quarter)XPeng: 2.16 million (up from 2.15 million in the first quarter)Li Auto: 3.27 million (down from 3.36 million in the first quarter)U.S. EV Holdings: Bridgewater took fresh positions in two U.S. EV startups. The firm bought 62,818 shares of Rivian Automotive Inc and 285,791 shares of Lucid Group Inc.Incidentally, the firm does not own any stock in market leader Tesla Inc.Bridgewater also doubled down on Ford Motor Company. At the end of the second quarter, it had 4.62 million Ford shares, up from 2.2 million at the end of the first quarter.Bridgewater is the world's largest hedge fund, with about $150 billion in assets under management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902020687,"gmtCreate":1659615713852,"gmtModify":1705982183513,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902020687","repostId":"1138406144","repostType":2,"repost":{"id":"1138406144","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":1659614261,"share":"https://ttm.financial/m/news/1138406144?lang=&edition=fundamental","pubTime":"2022-08-04 19:57","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138406144","media":"Tiger Newspress","summary":"U.S. stock futures edged higher Thursday. U.S. jobless claims rise 6,000 to 260,000 in week of July ","content":"<html><head></head><body><p>U.S. stock futures edged higher Thursday. </p><p>U.S. jobless claims rise 6,000 to 260,000 in week of July 30.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were up 12 points, or 0.04%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were up 10 points, or 0.08%.</p><p><img src=\"https://static.tigerbbs.com/c54906b64f32182e1263f7f91117ba5d\" tg-width=\"480\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> – Shares of the China-based e-commerce giant jumped 4% in premarket trading after better-than-expected quarterly results. That came despite flat revenue growth for the first time ever, due to Covid-19-related lockdowns in China.</p><p><a href=\"https://laohu8.com/S/CI\">Cigna</a> – The insurance company reported better-than-expected profit and revenue for the second quarter and raised its full-year outlook. Cigna was helped by lower costs resulting from a slow rebound in non-urgent medical procedures. Cigna rose 2.6% in premarket trading.</p><p><a href=\"https://laohu8.com/S/QSR\">Restaurant Brands</a> – The parent of Popeyes, Tim Hortons and Burger King beat top- and bottom-line estimates for its latest quarter, with comparable restaurant sales also rising more than expected. Restaurant Brands added 1.8% in premarket action.</p><p><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> – Paramount fell 4% in the premarket despite better-than-expected quarterly results, which got a boost from the success of “Top Gun: Maverick.” Paramount did note that it spent more on its direct-to-consumer services during the quarter, with its flagship Paramount+ streaming service gaining 4.9 million subscribers.</p><p><a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a> – The restaurant chain’s shares slid 5.7% in the premarket despite avoiding an expected loss with a breakeven quarter on an adjusted basis. Shake Shake’s revenue missed Wall Street forecast, and the company said June sales were below its expectations after April and May sales came in as expected.</p><p><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> – The parent of Priceline and other travel services reported better-than-expected quarterly profit, but revenue missed forecasts and the company said travel difficulties like flight cancellations cut into its July growth. Booking Holdings fell 3.1% in the premarket.</p><p><a href=\"https://laohu8.com/S/CLX\">Clorox</a> – Clorox shares slid 5.9% in premarket trading as higher costs offset price hikes for the company’s consumer products in its latest quarter. Revenue fell slightly below estimates, though earnings did match Wall Street forecasts.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> – The automaker’s shares fell 3.5% in premarket action after it reported a 42% drop in profit from a year ago for its latest quarter. Toyota was impacted by supply chain issues and rising costs, which prevented it from producing as many cars as it had intended.</p><h2><b>Market News</b></h2><h3>Bank of England Raises Key Rate By 50 Basis Points to 1.75%</h3><p>As expected, the Bank of England raised its benchmark interest rate by 50 basis points on Thursday to 1.75% from 1.25%, representing its largest hike in 27 years as it seeks to tamp down inflationary pressures.</p><p>Like other major central banks, the policymakers are emphasizing their determination to bring inflation down to their goal in the medium term. In the BOE&#39;s case, that goal is 2% inflation.</p><h3>Lilly Quarterly Results Miss Estimates</h3><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly </a> reported quarterly earnings of $1.25 per share which missed the analyst consensus estimate of $1.69 by 26.04 percent. This is a 33.16 percent decrease over earnings of $1.87 per share from the same period last year.</p><p>The company reported quarterly sales of $6.49 billion which missed the analyst consensus estimate of $6.70 billion by 3.16 percent.  This is a 3.74 percent decrease over sales of $6.74 billion the same period last year.</p><h3>Li Ka-shing’s CK to Sell AMTD Stake After Unit Soars 14,000%</h3><p>Billionaire Li Ka-shing’s CK Group is selling its remaining stake in <a href=\"https://laohu8.com/S/AMTD\">AMTD Group Co.</a>, the parent of the financial firm whose shares soared more than 14,000% after listing less than three weeks ago.</p><p>CK currently holds less than 4% of AMTD Group, according to a statement Thursday. It’s not invested in AMTD Digital Inc., the company whose market cap has surpassed that of most financial giants.</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>Pre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%</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\">\nPre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%\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\">2022-08-04 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures edged higher Thursday. </p><p>U.S. jobless claims rise 6,000 to 260,000 in week of July 30.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were up 12 points, or 0.04%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were up 10 points, or 0.08%.</p><p><img src=\"https://static.tigerbbs.com/c54906b64f32182e1263f7f91117ba5d\" tg-width=\"480\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> – Shares of the China-based e-commerce giant jumped 4% in premarket trading after better-than-expected quarterly results. That came despite flat revenue growth for the first time ever, due to Covid-19-related lockdowns in China.</p><p><a href=\"https://laohu8.com/S/CI\">Cigna</a> – The insurance company reported better-than-expected profit and revenue for the second quarter and raised its full-year outlook. Cigna was helped by lower costs resulting from a slow rebound in non-urgent medical procedures. Cigna rose 2.6% in premarket trading.</p><p><a href=\"https://laohu8.com/S/QSR\">Restaurant Brands</a> – The parent of Popeyes, Tim Hortons and Burger King beat top- and bottom-line estimates for its latest quarter, with comparable restaurant sales also rising more than expected. Restaurant Brands added 1.8% in premarket action.</p><p><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> – Paramount fell 4% in the premarket despite better-than-expected quarterly results, which got a boost from the success of “Top Gun: Maverick.” Paramount did note that it spent more on its direct-to-consumer services during the quarter, with its flagship Paramount+ streaming service gaining 4.9 million subscribers.</p><p><a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a> – The restaurant chain’s shares slid 5.7% in the premarket despite avoiding an expected loss with a breakeven quarter on an adjusted basis. Shake Shake’s revenue missed Wall Street forecast, and the company said June sales were below its expectations after April and May sales came in as expected.</p><p><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> – The parent of Priceline and other travel services reported better-than-expected quarterly profit, but revenue missed forecasts and the company said travel difficulties like flight cancellations cut into its July growth. Booking Holdings fell 3.1% in the premarket.</p><p><a href=\"https://laohu8.com/S/CLX\">Clorox</a> – Clorox shares slid 5.9% in premarket trading as higher costs offset price hikes for the company’s consumer products in its latest quarter. Revenue fell slightly below estimates, though earnings did match Wall Street forecasts.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> – The automaker’s shares fell 3.5% in premarket action after it reported a 42% drop in profit from a year ago for its latest quarter. Toyota was impacted by supply chain issues and rising costs, which prevented it from producing as many cars as it had intended.</p><h2><b>Market News</b></h2><h3>Bank of England Raises Key Rate By 50 Basis Points to 1.75%</h3><p>As expected, the Bank of England raised its benchmark interest rate by 50 basis points on Thursday to 1.75% from 1.25%, representing its largest hike in 27 years as it seeks to tamp down inflationary pressures.</p><p>Like other major central banks, the policymakers are emphasizing their determination to bring inflation down to their goal in the medium term. In the BOE&#39;s case, that goal is 2% inflation.</p><h3>Lilly Quarterly Results Miss Estimates</h3><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly </a> reported quarterly earnings of $1.25 per share which missed the analyst consensus estimate of $1.69 by 26.04 percent. This is a 33.16 percent decrease over earnings of $1.87 per share from the same period last year.</p><p>The company reported quarterly sales of $6.49 billion which missed the analyst consensus estimate of $6.70 billion by 3.16 percent.  This is a 3.74 percent decrease over sales of $6.74 billion the same period last year.</p><h3>Li Ka-shing’s CK to Sell AMTD Stake After Unit Soars 14,000%</h3><p>Billionaire Li Ka-shing’s CK Group is selling its remaining stake in <a href=\"https://laohu8.com/S/AMTD\">AMTD Group Co.</a>, the parent of the financial firm whose shares soared more than 14,000% after listing less than three weeks ago.</p><p>CK currently holds less than 4% of AMTD Group, according to a statement Thursday. It’s not invested in AMTD Digital Inc., the company whose market cap has surpassed that of most financial giants.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138406144","content_text":"U.S. stock futures edged higher Thursday. U.S. jobless claims rise 6,000 to 260,000 in week of July 30.Market SnapshotAt 8:00 a.m. ET, Dow e-minis were up 12 points, or 0.04%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were up 10 points, or 0.08%.Pre-Market MoversAlibaba – Shares of the China-based e-commerce giant jumped 4% in premarket trading after better-than-expected quarterly results. That came despite flat revenue growth for the first time ever, due to Covid-19-related lockdowns in China.Cigna – The insurance company reported better-than-expected profit and revenue for the second quarter and raised its full-year outlook. Cigna was helped by lower costs resulting from a slow rebound in non-urgent medical procedures. Cigna rose 2.6% in premarket trading.Restaurant Brands – The parent of Popeyes, Tim Hortons and Burger King beat top- and bottom-line estimates for its latest quarter, with comparable restaurant sales also rising more than expected. Restaurant Brands added 1.8% in premarket action.Paramount Global – Paramount fell 4% in the premarket despite better-than-expected quarterly results, which got a boost from the success of “Top Gun: Maverick.” Paramount did note that it spent more on its direct-to-consumer services during the quarter, with its flagship Paramount+ streaming service gaining 4.9 million subscribers.Shake Shack – The restaurant chain’s shares slid 5.7% in the premarket despite avoiding an expected loss with a breakeven quarter on an adjusted basis. Shake Shake’s revenue missed Wall Street forecast, and the company said June sales were below its expectations after April and May sales came in as expected.Booking Holdings – The parent of Priceline and other travel services reported better-than-expected quarterly profit, but revenue missed forecasts and the company said travel difficulties like flight cancellations cut into its July growth. Booking Holdings fell 3.1% in the premarket.Clorox – Clorox shares slid 5.9% in premarket trading as higher costs offset price hikes for the company’s consumer products in its latest quarter. Revenue fell slightly below estimates, though earnings did match Wall Street forecasts.Toyota Motor – The automaker’s shares fell 3.5% in premarket action after it reported a 42% drop in profit from a year ago for its latest quarter. Toyota was impacted by supply chain issues and rising costs, which prevented it from producing as many cars as it had intended.Market NewsBank of England Raises Key Rate By 50 Basis Points to 1.75%As expected, the Bank of England raised its benchmark interest rate by 50 basis points on Thursday to 1.75% from 1.25%, representing its largest hike in 27 years as it seeks to tamp down inflationary pressures.Like other major central banks, the policymakers are emphasizing their determination to bring inflation down to their goal in the medium term. In the BOE's case, that goal is 2% inflation.Lilly Quarterly Results Miss EstimatesEli Lilly  reported quarterly earnings of $1.25 per share which missed the analyst consensus estimate of $1.69 by 26.04 percent. This is a 33.16 percent decrease over earnings of $1.87 per share from the same period last year.The company reported quarterly sales of $6.49 billion which missed the analyst consensus estimate of $6.70 billion by 3.16 percent.  This is a 3.74 percent decrease over sales of $6.74 billion the same period last year.Li Ka-shing’s CK to Sell AMTD Stake After Unit Soars 14,000%Billionaire Li Ka-shing’s CK Group is selling its remaining stake in AMTD Group Co., the parent of the financial firm whose shares soared more than 14,000% after listing less than three weeks ago.CK currently holds less than 4% of AMTD Group, according to a statement Thursday. It’s not invested in AMTD Digital Inc., the company whose market cap has surpassed that of most financial giants.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050108667,"gmtCreate":1654139872059,"gmtModify":1676535401822,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050108667","repostId":"2240428023","repostType":2,"repost":{"id":"2240428023","pubTimestamp":1654136346,"share":"https://ttm.financial/m/news/2240428023?lang=&edition=fundamental","pubTime":"2022-06-02 10:19","market":"us","language":"en","title":"Why Shares of Palantir Fell 16.5% in May","url":"https://stock-news.laohu8.com/highlight/detail?id=2240428023","media":"Motley Fool","summary":"Quarterly results failed to inspire.","content":"<html><head></head><body><h2>What happened</h2><p>First-quarter results from <b>Palantir Technologies </b>failed to live up to investors&#39; lofty expectations. The stock fell as a result, with the shares down 16.5% for May, according to data provided by S&amp;P Global Market Intelligence.</p><h2>So what</h2><p>Palantir provides data analytics for government and commercial customers. It is best known for its defense contractor side, which famously was said to be involved in the capture of Osama bin Laden. The stock was a huge initial success following its September 2020 public debut, rising as much as 300% in the months that followed its IPO, but has steadily been losing steam over the past year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05c1b76fcf92266562239856a90a3482\" tg-width=\"700\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>The company&#39;s first-quarter results in early May did little to stem the bleeding. Palantir reported earnings of $0.02 per share, short of the $0.04 per-share consensus, on revenue that at $446.4 million slightly beat expectations. The company said it continues to see annual revenue growth of 30% or greater through 2025.</p><p>Alas, investors wanted more. Palantir lost nearly one-third of its value in the days following the earnings release in part due to several skeptical notes from Wall Street analysts. Although Palantir is forecasting continued growth, that growth appears to be decelerating. Palantir&#39;s government business slowed for a fifth consecutive quarter, and commercial revenue would have decelerated if not for business booked from companies that Palantir has invested in.</p><p>RBC Capital downgraded Palantir to underperform, from sector perform, and cut its price target in half, with analyst Rishi Jaluria expressing &#34;decreased confidence&#34; that the company will hit its growth targets. At least two other banks lowered their price targets for Palantir shares.</p><h2>Now what</h2><p>The issue isn&#39;t whether Palantir has impressive technology, or whether it has the potential to be a solid, profitable company. On those metrics, Palantir scores well. The issue is what the market is willing to pay for that business. Initial enthusiasm about the company&#39;s tech and its ability to conquer new worlds led to the post-IPO soaring stock price, but with each passing quarter expectations have come a little more back to Earth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f00c717413dc531e58a97e701e88e2a6\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>PS Ratio data by YCharts</span></p><p>To be fair, its hard to say exactly how Palantir should be valued. Trading at more than 10 times sales, Palantir looks expensive compared to government IT specialist <b>Booz Allen Hamilton </b>but cheap compared to commercial data analysis vendor <b>Snowflake</b>. Government customers accounted for 54% of Palantir&#39;s revenue in the most recent quarter, and although commercial is growing slightly faster it will take years, if ever, for Palantir&#39;s book of business to resemble Snowflake&#39;s.</p><p>So, although Palantir, the business, is healthy, Palantir the stock has had few catalysts to push it higher. May&#39;s earnings report failed to excite, and the stock traded off as a result.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Shares of Palantir Fell 16.5% in May</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\">\nWhy Shares of Palantir Fell 16.5% in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/01/why-shares-of-palantir-fell-in-may/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedFirst-quarter results from Palantir Technologies failed to live up to investors' lofty expectations. The stock fell as a result, with the shares down 16.5% for May, according to data ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/01/why-shares-of-palantir-fell-in-may/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/06/01/why-shares-of-palantir-fell-in-may/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240428023","content_text":"What happenedFirst-quarter results from Palantir Technologies failed to live up to investors' lofty expectations. The stock fell as a result, with the shares down 16.5% for May, according to data provided by S&P Global Market Intelligence.So whatPalantir provides data analytics for government and commercial customers. It is best known for its defense contractor side, which famously was said to be involved in the capture of Osama bin Laden. The stock was a huge initial success following its September 2020 public debut, rising as much as 300% in the months that followed its IPO, but has steadily been losing steam over the past year.Image source: Getty Images.The company's first-quarter results in early May did little to stem the bleeding. Palantir reported earnings of $0.02 per share, short of the $0.04 per-share consensus, on revenue that at $446.4 million slightly beat expectations. The company said it continues to see annual revenue growth of 30% or greater through 2025.Alas, investors wanted more. Palantir lost nearly one-third of its value in the days following the earnings release in part due to several skeptical notes from Wall Street analysts. Although Palantir is forecasting continued growth, that growth appears to be decelerating. Palantir's government business slowed for a fifth consecutive quarter, and commercial revenue would have decelerated if not for business booked from companies that Palantir has invested in.RBC Capital downgraded Palantir to underperform, from sector perform, and cut its price target in half, with analyst Rishi Jaluria expressing \"decreased confidence\" that the company will hit its growth targets. At least two other banks lowered their price targets for Palantir shares.Now whatThe issue isn't whether Palantir has impressive technology, or whether it has the potential to be a solid, profitable company. On those metrics, Palantir scores well. The issue is what the market is willing to pay for that business. Initial enthusiasm about the company's tech and its ability to conquer new worlds led to the post-IPO soaring stock price, but with each passing quarter expectations have come a little more back to Earth.PS Ratio data by YChartsTo be fair, its hard to say exactly how Palantir should be valued. Trading at more than 10 times sales, Palantir looks expensive compared to government IT specialist Booz Allen Hamilton but cheap compared to commercial data analysis vendor Snowflake. Government customers accounted for 54% of Palantir's revenue in the most recent quarter, and although commercial is growing slightly faster it will take years, if ever, for Palantir's book of business to resemble Snowflake's.So, although Palantir, the business, is healthy, Palantir the stock has had few catalysts to push it higher. May's earnings report failed to excite, and the stock traded off as a result.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095259024,"gmtCreate":1644935264522,"gmtModify":1676533976958,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"To the moon&nbsp;","listText":"To the moon&nbsp;","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095259024","repostId":"1188489965","repostType":2,"repost":{"id":"1188489965","pubTimestamp":1644884966,"share":"https://ttm.financial/m/news/1188489965?lang=&edition=fundamental","pubTime":"2022-02-15 08:29","market":"us","language":"en","title":"Is PLTR Stock a Buy Right Now? 3 Analysts Weigh In on Palantir Price Predictions.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188489965","media":"InvestorPlace","summary":"Palantir(NYSE:PLTR) stock has not exactly been having a great year, down more than 25% year to date.","content":"<html><head></head><body><p><b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) stock has not exactly been having a great year, down more than 25% year to date. With the tech sector’s poor price performance in 2022 thus far, Palantir is currently trading close to its 52-week low of $11.75. Does this mean that PLTR stock is a buy right now?</p><p>Palantir willreport earningsfor the fourth quarter on Feb. 17. Ahead of time, the company has provided guidance of 30% annual growth for the next 5 years, which would equate to revenue of at least $6 billion by 2026. However, many investors are concerned about a slowdown in commercial growth. Excluding revenue from special purpose acquisition companies (SPACs), Palantir’s Q3 commercial revenue grew by22% year over year(YOY). This revenue growth rate represents a decline from Q2’s 25% YOY growth.</p><p>Furthermore, CEO Alex Karp released his annual shareholder letter today. The letter addresses several themes, such as the prevalence of software, the company’s relationship with the U.S. government, and the problems that Palantir seeks to address. While no financial updates were provided, investors will surely receive more clarity when Palantir reports earnings.</p><p>With Palantir expected to report earnings soon, investors are wondering how Wall Street feels about PLTR stock price predictions. Let’s take a look.</p><p>PLTR Stock: 3 Analysts Weigh In On Palantir Price Predictions</p><ul><li>Credit Suisse has a price target of $25. Analyst Phil Winslow believes that Palantir’s Foundry platform could create “significant value” within commercial businesses. Winslow adds that Palantir’s biggest risk is customer concentration. Finally, the analyst notes that he would like to see evidence on the “evolution of Palantir’s go-to-market model to acquire new commercial clients” to become more bullish on the company.</li><li>Jefferies has a price target of $21. Analyst Brent Thill believes that fourth-quarter revenue will increase by 30% YOY. In addition, while acknowledging Palantir’s recent commercial revenue slowdown, the analyst believes that the “next leg of growth will likely be driven by further acceleration from the commercial business.”</li><li>William Blair has a price target between $12 and $16. Analyst Kamil Mielczarek notes that Palantir did not win any significant “new work” during the quarter that ended Sept. 30. Like Thill, Mielczarek is concerned about a slowdown in commercial growth.</li></ul></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is PLTR Stock a Buy Right Now? 3 Analysts Weigh In on Palantir Price Predictions.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs PLTR Stock a Buy Right Now? 3 Analysts Weigh In on Palantir Price Predictions.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/is-pltr-stock-a-buy-right-now-3-analysts-weigh-in-on-palantir-price-predictions/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir(NYSE:PLTR) stock has not exactly been having a great year, down more than 25% year to date. With the tech sector’s poor price performance in 2022 thus far, Palantir is currently trading close...</p>\n\n<a href=\"https://investorplace.com/2022/02/is-pltr-stock-a-buy-right-now-3-analysts-weigh-in-on-palantir-price-predictions/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/02/is-pltr-stock-a-buy-right-now-3-analysts-weigh-in-on-palantir-price-predictions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188489965","content_text":"Palantir(NYSE:PLTR) stock has not exactly been having a great year, down more than 25% year to date. With the tech sector’s poor price performance in 2022 thus far, Palantir is currently trading close to its 52-week low of $11.75. Does this mean that PLTR stock is a buy right now?Palantir willreport earningsfor the fourth quarter on Feb. 17. Ahead of time, the company has provided guidance of 30% annual growth for the next 5 years, which would equate to revenue of at least $6 billion by 2026. However, many investors are concerned about a slowdown in commercial growth. Excluding revenue from special purpose acquisition companies (SPACs), Palantir’s Q3 commercial revenue grew by22% year over year(YOY). This revenue growth rate represents a decline from Q2’s 25% YOY growth.Furthermore, CEO Alex Karp released his annual shareholder letter today. The letter addresses several themes, such as the prevalence of software, the company’s relationship with the U.S. government, and the problems that Palantir seeks to address. While no financial updates were provided, investors will surely receive more clarity when Palantir reports earnings.With Palantir expected to report earnings soon, investors are wondering how Wall Street feels about PLTR stock price predictions. Let’s take a look.PLTR Stock: 3 Analysts Weigh In On Palantir Price PredictionsCredit Suisse has a price target of $25. Analyst Phil Winslow believes that Palantir’s Foundry platform could create “significant value” within commercial businesses. Winslow adds that Palantir’s biggest risk is customer concentration. Finally, the analyst notes that he would like to see evidence on the “evolution of Palantir’s go-to-market model to acquire new commercial clients” to become more bullish on the company.Jefferies has a price target of $21. Analyst Brent Thill believes that fourth-quarter revenue will increase by 30% YOY. In addition, while acknowledging Palantir’s recent commercial revenue slowdown, the analyst believes that the “next leg of growth will likely be driven by further acceleration from the commercial business.”William Blair has a price target between $12 and $16. Analyst Kamil Mielczarek notes that Palantir did not win any significant “new work” during the quarter that ended Sept. 30. Like Thill, Mielczarek is concerned about a slowdown in commercial growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099221810,"gmtCreate":1643371136833,"gmtModify":1676533812187,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"No brainer for a regular savings plan&nbsp;","listText":"No brainer for a regular savings plan&nbsp;","text":"No brainer for a regular savings plan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099221810","repostId":"1196333346","repostType":2,"repost":{"id":"1196333346","pubTimestamp":1643251456,"share":"https://ttm.financial/m/news/1196333346?lang=&edition=fundamental","pubTime":"2022-01-27 10:44","market":"us","language":"en","title":"Why Palantir Stock Rose Before Turning Negative","url":"https://stock-news.laohu8.com/highlight/detail?id=1196333346","media":"Motley Fool","summary":"What happenedPalantir Technologies(NYSE:PLTR)had a roller-coaster session on the stock market Wednes","content":"<html><head></head><body><p><b>What happened</b></p><p><b>Palantir Technologies</b>(NYSE:PLTR)had a roller-coaster session on the stock market Wednesday. The data management tech company&#39;s shares popped nearly 6% higher in the morning following a key personnel announcement, but then cooled off significantly to end the day more than 2% lower.</p><p><b>So what</b></p><p>Wednesday morning, Palantir announced that it has tapped a new executive to head its efforts in the sprawling Europe, Middle East, and Africa (EMEA) region. This is Philippe Mathieu, who will serve as the regional president for the company. Palantir did not specify when he would formally begin this job.</p><p>While Palantir has made numerous inroads into the public sector in the U.S., it is still very much focused on its native country. The company quoted its COO Shyam Sankar as saying that Mathieu &#34;is an experienced leader with demonstrated success at building and scaling sales teams across large markets.&#34;</p><p>Sankar added that the incoming EMEA president should help Palantir &#34;fuel the fellowship across the region.&#34;</p><p>Mathieu appears to be quite a good fit for the job. Palantir was quick to point out that he has more than 25 years of experience as a tech industry executive, which includes a 15-year stint at <b>Oracle</b>, where he most recently served in a similar capacity as executive vice president of the EMEA and Japan and Asia-Pacific regions.</p><p><b>Now what</b></p><p>While Mathieu&#39;s hiring certainly feels opportunistic and is likely a big win for Palantir, the company is still dogged by investor skittishness around what are considered to be the more speculative tech stocks. But for those considering the company&#39;s shares as an investment, the price slump could provide a nice opening to load up on this very promising niche player at a relative discount.</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>Why Palantir Stock Rose Before Turning Negative</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\">\nWhy Palantir Stock Rose Before Turning Negative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/why-palantir-stock-rose-before-turning-negative-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedPalantir Technologies(NYSE:PLTR)had a roller-coaster session on the stock market Wednesday. The data management tech company's shares popped nearly 6% higher in the morning following a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/why-palantir-stock-rose-before-turning-negative-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/26/why-palantir-stock-rose-before-turning-negative-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196333346","content_text":"What happenedPalantir Technologies(NYSE:PLTR)had a roller-coaster session on the stock market Wednesday. The data management tech company's shares popped nearly 6% higher in the morning following a key personnel announcement, but then cooled off significantly to end the day more than 2% lower.So whatWednesday morning, Palantir announced that it has tapped a new executive to head its efforts in the sprawling Europe, Middle East, and Africa (EMEA) region. This is Philippe Mathieu, who will serve as the regional president for the company. Palantir did not specify when he would formally begin this job.While Palantir has made numerous inroads into the public sector in the U.S., it is still very much focused on its native country. The company quoted its COO Shyam Sankar as saying that Mathieu \"is an experienced leader with demonstrated success at building and scaling sales teams across large markets.\"Sankar added that the incoming EMEA president should help Palantir \"fuel the fellowship across the region.\"Mathieu appears to be quite a good fit for the job. Palantir was quick to point out that he has more than 25 years of experience as a tech industry executive, which includes a 15-year stint at Oracle, where he most recently served in a similar capacity as executive vice president of the EMEA and Japan and Asia-Pacific regions.Now whatWhile Mathieu's hiring certainly feels opportunistic and is likely a big win for Palantir, the company is still dogged by investor skittishness around what are considered to be the more speculative tech stocks. But for those considering the company's shares as an investment, the price slump could provide a nice opening to load up on this very promising niche player at a relative discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099221180,"gmtCreate":1643371094477,"gmtModify":1676533812161,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"I'm afraid this is the last chance to double down&nbsp;","listText":"I'm afraid this is the last chance to double down&nbsp;","text":"I'm afraid this is the last chance to double down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099221180","repostId":"1173858664","repostType":2,"repost":{"id":"1173858664","pubTimestamp":1643253213,"share":"https://ttm.financial/m/news/1173858664?lang=&edition=fundamental","pubTime":"2022-01-27 11:13","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting With These 3 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1173858664","media":"Motley Fool","summary":"Technology stocks have continued to see heavy selling activity in 2022. Cathie Wood has been buying the dip in three names in particular.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Technology stocks are experiencing substantial valuation compression as investors resort to cash.</li><li>Palantir, Coinbase, and Teladoc are all trading near all-time lows.</li><li>Cathie Wood is doubling down on her conviction in these innovative companies.</li></ul><p>During the final months of 2021, the stock market witnessed significant selling activity in many growth companies, particularly in the technology sector. These sell-offs were driven by factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax loss harvesting. As valuation multiples have compressed, it&#39;s become increasingly challenging for investors to navigate which stocks may be worth exploring for 2022.</p><p>Cathie Wood, the CEO of ARK Invest, has made a name for herself for making bold predictions about high-growth, innovative technology companies. As the sell-offs continue into 2022, Wood has shown her conviction as she&#39;s been increasing positions in three companies in particular.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc70d1aa01a1f9f4fc4cbb22a1ad7a09\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Palantir</b></p><p>Businesses are increasingly relying on data to deliver value. According to IDC, more than 80% of an organization&#39;s data will be unstructured by 2025. This means that important documents such as customer records, legal files, and more are siloed in irrelevant systems, which presents a big challenge for traditional business intelligence and analytics solutions. As a result, companies could spend years working with high-cost consulting firms attempting to build an in-house solution. But more often than not, these efforts do not lead to much progress. Subsequently, executives are pressured to find a flexible, scalable, and cost-effective solution to integrate with their current business.</p><p>After spending nearly two decades as a private company and raising billions of dollars in venture capital, <b>Palantir Technologies</b> (NYSE:PLTR)is showcasing that the adoption of its premier software platform, Foundry, is a superior market solution. As companies invest more into digital transformation, it is becoming more clear that the modern digital enterprise will need to rely on more than hosting records of data and producing metric-filled dashboards. As data becomes more complex, Palantir is attempting to pave the way to synthesize and analyze this data efficiently.</p><p>In its third-quarter 2021 financials, Palantir reported $392 million in revenue, representing 36% year-over-year growth. The company concluded Q3 earnings by guiding for full-year 2021 revenue growth of 40% and outlining a commitment to grow revenue by 30% or more for the next four years. Given the impressive financial results and the importance of Palantir&#39;s technology, it is not surprising that Wood has been accumulating shares in this innovative leader.</p><p>Over the last 12 months, Wood has increased her position in Palantir from roughly 1.9 million shares in January 2021 to 33.4 million shares today. Palantir has not been immune to the pullback in technology stocks as the company is down 30% in the last month alone. Wood has been taking advantage of this price movement, as she has added 2.7 million additional shares just in January.</p><p><b>Teladoc</b></p><p><b>Teladoc Health</b> (NYSE:TDOC) operates in two industries that are constantly innovating:technology and healthcare. For the full fiscal year ended Dec. 31, 2020, Teladoc saw its revenue soar by 98%. The company quickly became a household name and a pandemic stock darling, and investors were rewarded with a 130% stock price increase. However, 2021 was a different story. Despite the company forecasting 80% revenue growth, the stock price plummeted as investors fear that Teladoc&#39;s growth is unsustainable and primarily fueled by the pandemic.</p><p>The massive sell-offs continued into 2022; the stock price is already down 23% year to date. One silver lining is that Wood has doubled down on her conviction and has been adding to Teladoc in droves. During the first three weeks of 2022, Wood has added over 270,000 shares in Teladoc. And this was<i>after</i>significant buying activity throughout the final months of 2021. It should be no surprise that Teladoc represents a top-10 position in each of the following exchange-traded funds (ETFs) managed by Wood:<b>ARK Innovation ETF</b>, <b>ARK Next Generation Internet ETF</b>, <b>ARK Fintech Innovation ETF</b>, and <b>ARK Genomic Revolution ETF</b>.</p><p><b>Coinbase</b></p><p><b>Coinbase Global</b> (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy. The company primarily serves as a broker through its marketplace on which users can buy and sell crypto assets.</p><p>Heavy selling activity has mutated beyond stocks as cryptocurrencies are the latest asset to experience valuation compression. After reaching record highs in November 2021,<b>Bitcoin</b> and <b>Ethereum</b> began 2022 in a downward spiral. During the first week of January, Bitcoin experienced its longest continuous price decline since 2018. Moreover, leading cryptocurrencies Ethereum and <b>Solana</b> have fallen over 20% since the beginning of the year.</p><p>Coinbase&#39;s business is heavily reliant on transaction fees associated with buying and selling crypto. This means that in some ways Coinbase&#39;s stock price will move with the volatility of cryptocurrencies. The company is now trading at 52-week lows as investors continue moving out of stocks and crypto and more toward cash.</p><p>Despite the decline in stock price, Coinbase has been working diligently to diversify its business. Namely, the company announced that it will be creating its own non-fungible token (NFT) platform. As Coinbase looks to build the market leader powering the crypto economy, Wood has continued to buy shares in the company. Coinbase holds the top position in two of her exchange-traded funds: ARK Next Generation Internet ETF and ARK Fintech Innovation ETF.</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>Cathie Wood Goes Bargain Hunting With 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\">\nCathie Wood Goes Bargain Hunting With These 3 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/cathie-wood-goes-bargain-hunting-with-these-3-stoc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsTechnology stocks are experiencing substantial valuation compression as investors resort to cash.Palantir, Coinbase, and Teladoc are all trading near all-time lows.Cathie Wood is doubling ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/cathie-wood-goes-bargain-hunting-with-these-3-stoc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKG":"ARK Genomic Revolution ETF","COIN":"Coinbase Global, Inc.","ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc.","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/01/26/cathie-wood-goes-bargain-hunting-with-these-3-stoc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173858664","content_text":"Key PointsTechnology stocks are experiencing substantial valuation compression as investors resort to cash.Palantir, Coinbase, and Teladoc are all trading near all-time lows.Cathie Wood is doubling down on her conviction in these innovative companies.During the final months of 2021, the stock market witnessed significant selling activity in many growth companies, particularly in the technology sector. These sell-offs were driven by factors including slowing growth in stay-at-home stocks, lingering fears of inflation, and tax loss harvesting. As valuation multiples have compressed, it's become increasingly challenging for investors to navigate which stocks may be worth exploring for 2022.Cathie Wood, the CEO of ARK Invest, has made a name for herself for making bold predictions about high-growth, innovative technology companies. As the sell-offs continue into 2022, Wood has shown her conviction as she's been increasing positions in three companies in particular.IMAGE SOURCE: GETTY IMAGES.PalantirBusinesses are increasingly relying on data to deliver value. According to IDC, more than 80% of an organization's data will be unstructured by 2025. This means that important documents such as customer records, legal files, and more are siloed in irrelevant systems, which presents a big challenge for traditional business intelligence and analytics solutions. As a result, companies could spend years working with high-cost consulting firms attempting to build an in-house solution. But more often than not, these efforts do not lead to much progress. Subsequently, executives are pressured to find a flexible, scalable, and cost-effective solution to integrate with their current business.After spending nearly two decades as a private company and raising billions of dollars in venture capital, Palantir Technologies (NYSE:PLTR)is showcasing that the adoption of its premier software platform, Foundry, is a superior market solution. As companies invest more into digital transformation, it is becoming more clear that the modern digital enterprise will need to rely on more than hosting records of data and producing metric-filled dashboards. As data becomes more complex, Palantir is attempting to pave the way to synthesize and analyze this data efficiently.In its third-quarter 2021 financials, Palantir reported $392 million in revenue, representing 36% year-over-year growth. The company concluded Q3 earnings by guiding for full-year 2021 revenue growth of 40% and outlining a commitment to grow revenue by 30% or more for the next four years. Given the impressive financial results and the importance of Palantir's technology, it is not surprising that Wood has been accumulating shares in this innovative leader.Over the last 12 months, Wood has increased her position in Palantir from roughly 1.9 million shares in January 2021 to 33.4 million shares today. Palantir has not been immune to the pullback in technology stocks as the company is down 30% in the last month alone. Wood has been taking advantage of this price movement, as she has added 2.7 million additional shares just in January.TeladocTeladoc Health (NYSE:TDOC) operates in two industries that are constantly innovating:technology and healthcare. For the full fiscal year ended Dec. 31, 2020, Teladoc saw its revenue soar by 98%. The company quickly became a household name and a pandemic stock darling, and investors were rewarded with a 130% stock price increase. However, 2021 was a different story. Despite the company forecasting 80% revenue growth, the stock price plummeted as investors fear that Teladoc's growth is unsustainable and primarily fueled by the pandemic.The massive sell-offs continued into 2022; the stock price is already down 23% year to date. One silver lining is that Wood has doubled down on her conviction and has been adding to Teladoc in droves. During the first three weeks of 2022, Wood has added over 270,000 shares in Teladoc. And this wasaftersignificant buying activity throughout the final months of 2021. It should be no surprise that Teladoc represents a top-10 position in each of the following exchange-traded funds (ETFs) managed by Wood:ARK Innovation ETF, ARK Next Generation Internet ETF, ARK Fintech Innovation ETF, and ARK Genomic Revolution ETF.CoinbaseCoinbase Global (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy. The company primarily serves as a broker through its marketplace on which users can buy and sell crypto assets.Heavy selling activity has mutated beyond stocks as cryptocurrencies are the latest asset to experience valuation compression. After reaching record highs in November 2021,Bitcoin and Ethereum began 2022 in a downward spiral. During the first week of January, Bitcoin experienced its longest continuous price decline since 2018. Moreover, leading cryptocurrencies Ethereum and Solana have fallen over 20% since the beginning of the year.Coinbase's business is heavily reliant on transaction fees associated with buying and selling crypto. This means that in some ways Coinbase's stock price will move with the volatility of cryptocurrencies. The company is now trading at 52-week lows as investors continue moving out of stocks and crypto and more toward cash.Despite the decline in stock price, Coinbase has been working diligently to diversify its business. Namely, the company announced that it will be creating its own non-fungible token (NFT) platform. As Coinbase looks to build the market leader powering the crypto economy, Wood has continued to buy shares in the company. Coinbase holds the top position in two of her exchange-traded funds: ARK Next Generation Internet ETF and ARK Fintech Innovation ETF.","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099221044,"gmtCreate":1643371054083,"gmtModify":1676533812162,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"I am afraid this is the last chance to double down #betterthanblackfriday","listText":"I am afraid this is the last chance to double down #betterthanblackfriday","text":"I am afraid this is the last chance to double down #betterthanblackfriday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099221044","repostId":"1173858664","repostType":2,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004779026,"gmtCreate":1642714263792,"gmtModify":1676533737703,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"At least I know where to direct my disposable income for the next few months&nbsp;","listText":"At least I know where to direct my disposable income for the next few months&nbsp;","text":"At least I know where to direct my disposable income for the next few months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004779026","repostId":"1114732808","repostType":2,"repost":{"id":"1114732808","pubTimestamp":1641995536,"share":"https://ttm.financial/m/news/1114732808?lang=&edition=fundamental","pubTime":"2022-01-12 21:52","market":"us","language":"en","title":"Palantir: Worth $10, But I'll Buy At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=1114732808","media":"seekingalpha","summary":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look strong","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.</li><li>I see improved profitability in the future and a service that competitors will struggle to replicate.</li><li>Macro headwinds are a challenge, but just.</li><li>At worst, Palantir is worth $10, but I&#39;d definitely add at $15. There&#39;s still plenty of room for the company to surprise investors.</li></ul><p><b>Thesis Summary</b></p><p>Palantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.</p><p>Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.</p><p>What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.</p><p><b>Palantir does have a moat (for now)</b></p><p>One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.</p><p>Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.</p><p>Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.</p><p>It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.</p><p><b>Economies of scale are happening</b></p><p>The other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.</p><p>But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&amp;A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.</p><p><b>How much is Palantir worth now and in the future?</b></p><p>With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.</p><p>In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f751d9a2d6909956f9ca75d692d1eb3\" tg-width=\"717\" tg-height=\"261\" width=\"100%\" height=\"auto\"/><span>Palantir Growth</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c17b0966870585d0f4bc51a488ddb\" tg-width=\"728\" tg-height=\"759\" width=\"100%\" height=\"auto\"/><span>Palantir Shares</span></p><p>The projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.</p><p>With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.</p><p>In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.</p><p>Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.</p><p>Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.</p><p><b>Other considerations</b></p><p>I think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.</p><p>As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.</p><p><b>Takeaway</b></p><p>Certainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Worth $10, But I'll Buy At $15</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Worth $10, But I'll Buy At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle...</p>\n\n<a href=\"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114732808","content_text":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle to replicate.Macro headwinds are a challenge, but just.At worst, Palantir is worth $10, but I'd definitely add at $15. There's still plenty of room for the company to surprise investors.Thesis SummaryPalantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.Palantir does have a moat (for now)One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.Economies of scale are happeningThe other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.How much is Palantir worth now and in the future?With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.Palantir GrowthPalantir SharesThe projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.Other considerationsI think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.TakeawayCertainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004747200,"gmtCreate":1642713852840,"gmtModify":1676533737663,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"$5.. buy ... $10 buy ...&nbsp;","listText":"$5.. buy ... $10 buy ...&nbsp;","text":"$5.. buy ... $10 buy ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004747200","repostId":"1189278661","repostType":2,"repost":{"id":"1189278661","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=&edition=fundamental","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</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>Palantir: A Defense Of My $5 Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004747196,"gmtCreate":1642713672637,"gmtModify":1676533737639,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004747196","repostId":"1190271564","repostType":4,"repost":{"id":"1190271564","pubTimestamp":1642663422,"share":"https://ttm.financial/m/news/1190271564?lang=&edition=fundamental","pubTime":"2022-01-20 15:23","market":"us","language":"en","title":"Got $3,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1190271564","media":"Motley Fool","summary":"These Berkshire Hathaway-backed winners could supercharge your portfolio.","content":"<html><head></head><body><p>Warren Buffett stands atop the pantheon of history&#39;s most successful investors. If you were lucky enough to own a $3,000 stake in <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) when he took control of the company in 1965, that position would now be worth nearly $81 million.</p><p>The Oracle of Omaha&#39;s knack for finding high-quality long-term investment opportunities has led to market-crushing results, and his storied performance means the investing world tends to keep a close eye on his company&#39;s holdings. Let&#39;s take a closer look at five top stocks backed by Berkshire Hathaway that are worth buying and holding for the long term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a99bd55ae86722cb44e242a3e8fcd151\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: THE MOTLEY FOOL.</span></p><p><b>1. Apple</b></p><p>With <b>Apple</b>&#39;s (NASDAQ:AAPL) share price having surged roughly 32.1% over the last year and the company currently sporting a market capitalization of more than $2.76 trillion, it&#39;s not unreasonable to look at the stock with a bit of a cautious eye. On the other hand, there&#39;s basically never been a bad time for<i>long-term</i>investors to buy the stock in the company&#39;s history.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/807818ed8a5e4c2574220b38b5cf3a64\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>AAPL DATA BY YCHARTS</span></p><p>Apple stands as the largest stock holding in the Berkshire portfolio, by far. Based on the last 13F filing from Buffett&#39;s company, the iPhone-maker accounts for nearly 43% of the investment conglomerate&#39;s stock holdings. That signifies an incredible vote of confidence from the modern era&#39;s most successful investor.</p><p>Between its market-leading mobile hardware and fast-growing software and services ecosystem, Apple&#39;s core businesses continue to look very strong, and it&#39;s likely that the company will also score wins in some exciting new fields. The California-based tech giant is already a leader in the wearable technology space, and it has huge opportunities in augmented reality hardware, autonomous electric vehicles, and other emerging product categories. The recent run-up in valuation means investors may want todollar-cost averageinto Apple stock, but the company looks well-positioned to continue growing over the long term.</p><p><b>2. Verizon</b></p><p>With a multi-billion-dollar investment in the fourth quarter of 2020, Berkshire Hathaway quickly made <b>Verizon Communications</b> (NYSE:VZ) one of its largest stock holdings. Internet communications are at the heart of modern business operations, and the telecom giant&#39;s top-rated service and infrastructure advantages should help it continue to be a category leader.</p><p>Verizon has been spending big to secure spectrum band and build out infrastructure for5G, but it&#39;s still in the early stages of benefiting from the rollout of the next-generation network technology. In addition to offering consumers a major leap forward with upload and download speeds, Verizon&#39;s 5G service will likely also help boost sales and earnings in the enterprise market.</p><p>With shares trading at roughly 10 times this year&#39;s expected earnings and sporting a 4.8% dividend yield, Verizon stock continues to look attractively valued. Investors even have a chance to buy the stock at prices lower than Berkshire got in at.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b30d6f848f83c57969cb29b9d24b3d1b\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>VZ DATA BY YCHARTS.</span></p><p><b>3. Snowflake</b></p><p>As a cloud software-as-a-service stock that trades at lofty price-to-sales multiple,<b>Snowflake</b> (NYSE:SNOW) is one of the more unusual companies in the Berkshire Hathaway portfolio. While the investment conglomerate has gradually been shifting more of its portfolio weight toward the technology sector, it&#39;s still pretty eye-catching to see Buffett get behind a company that trades at roughly 83 times this year&#39;s expected sales.</p><p>It&#39;s clear that the Oracle of Omaha and the investment team at Berkshire see something special in the data warehousing and analytics player. Snowflake&#39;s platform allows data to be gathered and analyzed from otherwise walled-off sources, enabling applications to have quick and easy access to a much wider spectrum of valuable information. The company offers category-leading service in its niche, and with more customers joining its platform and bringing along valuable data, it&#39;s benefiting from a network effect that could produce a powerful long-term moat.</p><p><b>4. Amazon</b></p><p>Perhaps more so than any other company,<b>Amazon</b>(NASDAQ:AMZN) is built to win the future. The company&#39;s core e-commerce and cloud infrastructure businesses look poised for strong growth over the long term as these industries continue to grow, and its core business pillars should provide the foundation for new growth bets that help the company continue to expand.</p><p>With a market cap of more than $1.6 trillion, Amazon is already a massive company, but it still has plenty of room for growth over the long term. The company&#39;s strength in e-commerce and cloud services has helped it rapidly build its position in the digital advertising market, and Amazon&#39;s excellent collection of resources and proven penchant for innovation suggest that it will be able to continue scoring wins in new categories that drive growth and complement its existing businesses.</p><p><b>5. Berkshire Hathaway</b></p><p>If you want to invest like Buffett, why limit yourself to picking just a handful of stocks in the Berkshire portfolio? Particularly when you can buy shares in Berkshire Hathaway directly and get exposure to all of the stocks in the company&#39;s portfolio, its subsidiaries, and its real estate, insurance, and energy businesses. In addition to Apple, Verizon, Amazon, and Snowflake, Berkshire Hathaway also owns substantial stakes in companies including <b>Bank of America</b>,<b>American Express</b>,<b>Coca-Cola</b>, and other industry-leading names.</p><p>Even after buying back more than $20 billion worth of its own stock last year, the investment conglomerate has a massive pool of resources and ended its third quarter with a record $149 billion in cash on the books. Owning Berkshire Hathaway stock means that when Buffett and his team of analysts go shopping with that money, your own portfolio gets exposure to those buys before they&#39;re made known to the public.</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>Got $3,000? 5 Buffett Stocks to Buy and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $3,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 15:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/19/got-3000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett stands atop the pantheon of history's most successful investors. If you were lucky enough to own a $3,000 stake in Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) when he took control of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/19/got-3000-5-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","BRK.B":"伯克希尔B","AMZN":"亚马逊","BRK.A":"伯克希尔","SNOW":"Snowflake","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/01/19/got-3000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190271564","content_text":"Warren Buffett stands atop the pantheon of history's most successful investors. If you were lucky enough to own a $3,000 stake in Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) when he took control of the company in 1965, that position would now be worth nearly $81 million.The Oracle of Omaha's knack for finding high-quality long-term investment opportunities has led to market-crushing results, and his storied performance means the investing world tends to keep a close eye on his company's holdings. Let's take a closer look at five top stocks backed by Berkshire Hathaway that are worth buying and holding for the long term.IMAGE SOURCE: THE MOTLEY FOOL.1. AppleWith Apple's (NASDAQ:AAPL) share price having surged roughly 32.1% over the last year and the company currently sporting a market capitalization of more than $2.76 trillion, it's not unreasonable to look at the stock with a bit of a cautious eye. On the other hand, there's basically never been a bad time forlong-terminvestors to buy the stock in the company's history.AAPL DATA BY YCHARTSApple stands as the largest stock holding in the Berkshire portfolio, by far. Based on the last 13F filing from Buffett's company, the iPhone-maker accounts for nearly 43% of the investment conglomerate's stock holdings. That signifies an incredible vote of confidence from the modern era's most successful investor.Between its market-leading mobile hardware and fast-growing software and services ecosystem, Apple's core businesses continue to look very strong, and it's likely that the company will also score wins in some exciting new fields. The California-based tech giant is already a leader in the wearable technology space, and it has huge opportunities in augmented reality hardware, autonomous electric vehicles, and other emerging product categories. The recent run-up in valuation means investors may want todollar-cost averageinto Apple stock, but the company looks well-positioned to continue growing over the long term.2. VerizonWith a multi-billion-dollar investment in the fourth quarter of 2020, Berkshire Hathaway quickly made Verizon Communications (NYSE:VZ) one of its largest stock holdings. Internet communications are at the heart of modern business operations, and the telecom giant's top-rated service and infrastructure advantages should help it continue to be a category leader.Verizon has been spending big to secure spectrum band and build out infrastructure for5G, but it's still in the early stages of benefiting from the rollout of the next-generation network technology. In addition to offering consumers a major leap forward with upload and download speeds, Verizon's 5G service will likely also help boost sales and earnings in the enterprise market.With shares trading at roughly 10 times this year's expected earnings and sporting a 4.8% dividend yield, Verizon stock continues to look attractively valued. Investors even have a chance to buy the stock at prices lower than Berkshire got in at.VZ DATA BY YCHARTS.3. SnowflakeAs a cloud software-as-a-service stock that trades at lofty price-to-sales multiple,Snowflake (NYSE:SNOW) is one of the more unusual companies in the Berkshire Hathaway portfolio. While the investment conglomerate has gradually been shifting more of its portfolio weight toward the technology sector, it's still pretty eye-catching to see Buffett get behind a company that trades at roughly 83 times this year's expected sales.It's clear that the Oracle of Omaha and the investment team at Berkshire see something special in the data warehousing and analytics player. Snowflake's platform allows data to be gathered and analyzed from otherwise walled-off sources, enabling applications to have quick and easy access to a much wider spectrum of valuable information. The company offers category-leading service in its niche, and with more customers joining its platform and bringing along valuable data, it's benefiting from a network effect that could produce a powerful long-term moat.4. AmazonPerhaps more so than any other company,Amazon(NASDAQ:AMZN) is built to win the future. The company's core e-commerce and cloud infrastructure businesses look poised for strong growth over the long term as these industries continue to grow, and its core business pillars should provide the foundation for new growth bets that help the company continue to expand.With a market cap of more than $1.6 trillion, Amazon is already a massive company, but it still has plenty of room for growth over the long term. The company's strength in e-commerce and cloud services has helped it rapidly build its position in the digital advertising market, and Amazon's excellent collection of resources and proven penchant for innovation suggest that it will be able to continue scoring wins in new categories that drive growth and complement its existing businesses.5. Berkshire HathawayIf you want to invest like Buffett, why limit yourself to picking just a handful of stocks in the Berkshire portfolio? Particularly when you can buy shares in Berkshire Hathaway directly and get exposure to all of the stocks in the company's portfolio, its subsidiaries, and its real estate, insurance, and energy businesses. In addition to Apple, Verizon, Amazon, and Snowflake, Berkshire Hathaway also owns substantial stakes in companies including Bank of America,American Express,Coca-Cola, and other industry-leading names.Even after buying back more than $20 billion worth of its own stock last year, the investment conglomerate has a massive pool of resources and ended its third quarter with a record $149 billion in cash on the books. Owning Berkshire Hathaway stock means that when Buffett and his team of analysts go shopping with that money, your own portfolio gets exposure to those buys before they're made known to the public.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885413871,"gmtCreate":1631810632993,"gmtModify":1676530643147,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon","listText":"This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon","text":"This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885413871","repostId":"1187895428","repostType":2,"repost":{"id":"1187895428","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":1631805240,"share":"https://ttm.financial/m/news/1187895428?lang=&edition=fundamental","pubTime":"2021-09-16 23:14","market":"us","language":"en","title":"Why Palantir Shares Are Trading Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1187895428","media":"Benzinga","summary":"Palantir Technologies is trading higher Thursday morning on above-average volume amid increased retail investor interest in the stock on social media.The average session volume is about 42 million over a 100-day period. Palantir's daily trading volume was already approaching 30 million less than an hour into trading Thursday.Palantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over","content":"<p><b>Palantir Technologies</b>&nbsp;is trading higher Thursday morning on above-average volume&nbsp;amid increased retail investor interest in the stock on social media.</p>\n<p><img src=\"https://static.tigerbbs.com/8ab0249e536a33b1fd6c306c047556b8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>The average session volume is about 42 million&nbsp;over a 100-day period. Palantir's daily trading volume was already approaching 30&nbsp;million less than an hour into trading Thursday.</p>\n<p>Palantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over the last 24 hours.</p>\n<p>Palantir has continually said that it expects&nbsp;revenue growth of 30% or greater&nbsp;through 2025.</p>\n<p>The company makes products for human-driven analysis of real-world data.</p>\n<p><b>PLTR Price Action:</b>Palantir has traded as high as $45 and as low as $8.90 over a 52-week period.</p>\n<p>The stock was up 5% at $28.45 at time of publication.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Shares Are Trading Higher Today</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\">\nWhy Palantir Shares Are Trading Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-16 23:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Palantir Technologies</b>&nbsp;is trading higher Thursday morning on above-average volume&nbsp;amid increased retail investor interest in the stock on social media.</p>\n<p><img src=\"https://static.tigerbbs.com/8ab0249e536a33b1fd6c306c047556b8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>The average session volume is about 42 million&nbsp;over a 100-day period. Palantir's daily trading volume was already approaching 30&nbsp;million less than an hour into trading Thursday.</p>\n<p>Palantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over the last 24 hours.</p>\n<p>Palantir has continually said that it expects&nbsp;revenue growth of 30% or greater&nbsp;through 2025.</p>\n<p>The company makes products for human-driven analysis of real-world data.</p>\n<p><b>PLTR Price Action:</b>Palantir has traded as high as $45 and as low as $8.90 over a 52-week period.</p>\n<p>The stock was up 5% at $28.45 at time of publication.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187895428","content_text":"Palantir Technologies is trading higher Thursday morning on above-average volume amid increased retail investor interest in the stock on social media.\n\nThe average session volume is about 42 million over a 100-day period. Palantir's daily trading volume was already approaching 30 million less than an hour into trading Thursday.\nPalantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over the last 24 hours.\nPalantir has continually said that it expects revenue growth of 30% or greater through 2025.\nThe company makes products for human-driven analysis of real-world data.\nPLTR Price Action:Palantir has traded as high as $45 and as low as $8.90 over a 52-week period.\nThe stock was up 5% at $28.45 at time of publication.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818484991,"gmtCreate":1630426690513,"gmtModify":1676530301593,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>The tough question “how greedy should I be”","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>The tough question “how greedy should I be”","text":"$Palantir Technologies Inc.(PLTR)$The tough question “how greedy should I be”","images":[{"img":"https://static.tigerbbs.com/6751ad11eda924825e10fff0857fd2b8","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818484991","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":818482403,"gmtCreate":1630426610002,"gmtModify":1676530301554,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818482403","repostId":"2163319158","repostType":4,"repost":{"id":"2163319158","pubTimestamp":1630403312,"share":"https://ttm.financial/m/news/2163319158?lang=&edition=fundamental","pubTime":"2021-08-31 17:48","market":"us","language":"en","title":"Singapore Has a New Richest Person With $20 Billion Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=2163319158","media":"Bloomberg","summary":"(Bloomberg) -- Forrest Li, Sea Ltd.’s billionaire co-founder, chairman and chief executive officer, ","content":"<p>(Bloomberg) -- Forrest Li, <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.’s billionaire co-founder, chairman and chief executive officer, has become Singapore’s richest person as shares of his company surged.</p>\n<p>Li, who was born in China and later became a Singapore citizen, is now worth $19.8 billion, according to the Bloomberg Billionaires Index, after Sea’s American depositary receipts rose 67% this year. The city-state’s second-richest person, paint tycoon Goh Cheng Liang, has a net worth of $17.7 billion.</p>\n<p>It’s another example of how tech billionaires are climbing up the wealth rankings in countries across Asia. Earlier this year, Brian Kim, the founder of messaging giant Kakao Corp., became South Korea’s richest person.</p>\n<p>Sea, Southeast Asia’s most valuable company, has been turning to fintech for further growth beyond gaming and e-commerce, while also expanding beyond the region. It won a digital-banking license in Singapore in December and acquired Indonesia’s PT Bank Kesejahteraan Ekonomi, better known as Bank BKE, people familiar with the matter said in January.</p>\n<p>Both moves “should allow the group to grow its SeaMoney business beyond payments to include lending, insurance, wealth management and other financial services,” said Nathan Naidu, an analyst with Bloomberg Intelligence.</p>\n<p>SeaMoney, the company’s digital-payments and financial-services business, saw total payments using its mobile-wallet services rise to more than $4.1 billion in the second quarter, up almost 150% from a year earlier, Li said on Sea’s earnings call on Aug. 17. Sea’s revenue rose 159% to $2.3 billion in the period.</p>\n<p>Sea’s broader success has been founded on its mobile game Free Fire, which has exceeded 1 billion downloads on Google Play. It’s also been driven by its e-commerce platform, Shopee, which has become the second-most downloaded shopping app on Android and iOS globally, Li said on the earnings call, citing App Annie data.</p>\n<p>Sea’s three founders, Li, Gang Ye, and David Chen, started the company in 2009. Ye, chief operating officer, is worth $10.8 billion, while Chen, Shopee’s chief product officer, has a net worth of $3.6 billion.</p>\n<p>Sea declined to comment on the executives’ wealth valuations. In late March, the company gave a gift of S$50 million ($37.1 million) to the National University of Singapore to advance research in artificial intelligence and machine learning.</p>\n<p>Bloomberg Intelligence analyst Naidu said he remains positive about Sea’s prospects, even after the stock surged more than 20-fold since listing in 2017. He said he expects demand for the company’s services to hold strong after being boosted by the pandemic, and pointed to Shopee’s expansion into Latin American markets including Brazil.</p>\n<p>“After Covid, people have warmed up to digital services and online platforms,” he said. “I don’t think they will completely give up the convenience being offered.”</p>","source":"yahoofinance","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 Has a New Richest Person With $20 Billion Fortune</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 Has a New Richest Person With $20 Billion Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/singapore-richest-person-20-billion-011732356.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Forrest Li, Sea Ltd.’s billionaire co-founder, chairman and chief executive officer, has become Singapore’s richest person as shares of his company surged.\nLi, who was born in China and...</p>\n\n<a href=\"https://finance.yahoo.com/news/singapore-richest-person-20-billion-011732356.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","SE":"Sea Ltd","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/singapore-richest-person-20-billion-011732356.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2163319158","content_text":"(Bloomberg) -- Forrest Li, Sea Ltd.’s billionaire co-founder, chairman and chief executive officer, has become Singapore’s richest person as shares of his company surged.\nLi, who was born in China and later became a Singapore citizen, is now worth $19.8 billion, according to the Bloomberg Billionaires Index, after Sea’s American depositary receipts rose 67% this year. The city-state’s second-richest person, paint tycoon Goh Cheng Liang, has a net worth of $17.7 billion.\nIt’s another example of how tech billionaires are climbing up the wealth rankings in countries across Asia. Earlier this year, Brian Kim, the founder of messaging giant Kakao Corp., became South Korea’s richest person.\nSea, Southeast Asia’s most valuable company, has been turning to fintech for further growth beyond gaming and e-commerce, while also expanding beyond the region. It won a digital-banking license in Singapore in December and acquired Indonesia’s PT Bank Kesejahteraan Ekonomi, better known as Bank BKE, people familiar with the matter said in January.\nBoth moves “should allow the group to grow its SeaMoney business beyond payments to include lending, insurance, wealth management and other financial services,” said Nathan Naidu, an analyst with Bloomberg Intelligence.\nSeaMoney, the company’s digital-payments and financial-services business, saw total payments using its mobile-wallet services rise to more than $4.1 billion in the second quarter, up almost 150% from a year earlier, Li said on Sea’s earnings call on Aug. 17. Sea’s revenue rose 159% to $2.3 billion in the period.\nSea’s broader success has been founded on its mobile game Free Fire, which has exceeded 1 billion downloads on Google Play. It’s also been driven by its e-commerce platform, Shopee, which has become the second-most downloaded shopping app on Android and iOS globally, Li said on the earnings call, citing App Annie data.\nSea’s three founders, Li, Gang Ye, and David Chen, started the company in 2009. Ye, chief operating officer, is worth $10.8 billion, while Chen, Shopee’s chief product officer, has a net worth of $3.6 billion.\nSea declined to comment on the executives’ wealth valuations. In late March, the company gave a gift of S$50 million ($37.1 million) to the National University of Singapore to advance research in artificial intelligence and machine learning.\nBloomberg Intelligence analyst Naidu said he remains positive about Sea’s prospects, even after the stock surged more than 20-fold since listing in 2017. He said he expects demand for the company’s services to hold strong after being boosted by the pandemic, and pointed to Shopee’s expansion into Latin American markets including Brazil.\n“After Covid, people have warmed up to digital services and online platforms,” he said. “I don’t think they will completely give up the convenience being offered.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819564493,"gmtCreate":1630078338612,"gmtModify":1676530219956,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Xpev ftw","listText":"Xpev ftw","text":"Xpev ftw","images":[{"img":"https://static.tigerbbs.com/1515512b76a0af8e95b83855e1833d8d","width":"1125","height":"2389"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819564493","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819565586,"gmtCreate":1630078267145,"gmtModify":1676530219933,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFF\">$Village Farms International Inc(VFF)$</a>Where is my high&nbsp;","listText":"<a href=\"https://laohu8.com/S/VFF\">$Village Farms International Inc(VFF)$</a>Where is my high&nbsp;","text":"$Village Farms International Inc(VFF)$Where is my high","images":[{"img":"https://static.tigerbbs.com/15182ec07a90d5e0e3da1bf9eaadff06","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819565586","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819565853,"gmtCreate":1630078245372,"gmtModify":1676530219933,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819565853","repostId":"2162029055","repostType":2,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":116661710,"gmtCreate":1622796845030,"gmtModify":1704191367635,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Wont sell till this is 100%","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Wont sell till this is 100%","text":"$Palantir Technologies Inc.(PLTR)$Wont sell till this is 100%","images":[{"img":"https://static.tigerbbs.com/58e00d2ccdb0bc0cf305575f39b974e9","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/116661710","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377588861,"gmtCreate":1619535801853,"gmtModify":1704725629532,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Looks like selling more might backlash which could benefit the smaller EV players like XPEV","listText":"Looks like selling more might backlash which could benefit the smaller EV players like XPEV","text":"Looks like selling more might backlash which could benefit the smaller EV players like XPEV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/377588861","repostId":"1119653987","repostType":4,"repost":{"id":"1119653987","pubTimestamp":1619534562,"share":"https://ttm.financial/m/news/1119653987?lang=&edition=fundamental","pubTime":"2021-04-27 22:42","market":"us","language":"en","title":"Tesla and EV stocks on watch as supply chain issues weighed","url":"https://stock-news.laohu8.com/highlight/detail?id=1119653987","media":"seekingalpha","summary":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficult","content":"<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p>\n<p>A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p>\n<p>Turning back to Tesla, the sell-side reaction to the EV Mother Ship's&nbsp;earnings report is pouring in.</p>\n<p>Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p>\n<p>Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p>\n<p>Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&amp;D/capex endeavors in this EV arms race for the next decade.\"</p>\n<p>Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and EV stocks on watch as supply chain issues weighed</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 and EV stocks on watch as supply chain issues weighed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge ...</p>\n\n<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">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/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377581114,"gmtCreate":1619535700838,"gmtModify":1704725628235,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/377581114","repostId":"2130522345","repostType":4,"repost":{"id":"2130522345","pubTimestamp":1619484161,"share":"https://ttm.financial/m/news/2130522345?lang=&edition=fundamental","pubTime":"2021-04-27 08:42","market":"us","language":"en","title":"AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2130522345","media":"MarketWatch","summary":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined. AMD first launched the EPYC family of server chips in 2017. AMD. Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.AMD $$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $$ reported results last week, the market-share leader","content":"<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615a522a230f802ea7b3c7554e6a350b\" tg-width=\"1259\" tg-height=\"709\"><span>AMD first launched the EPYC family of server chips in 2017. AMD</span></p>\n<p>Advanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.</p>\n<p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.</p>\n<p>Analysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel</p>\n<p>Wall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .</p>\n<p>This all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.</p>\n<p>AMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.</p>\n<p>In early April, shareholders from AMD and Xilinx Inc.&nbsp;approved a $35 billion wrap-up between the two companies. In March, the company announced a&nbsp;new gaming card.</p>\n<p><b>What to expect</b></p>\n<p>Earnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.</p>\n<p>Revenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.</p>\n<p>Stock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&amp;P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.</p>\n<p><b>What analysts are saying</b></p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.</p>\n<p>\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"</p>\n<p>Moore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and Sony Group Corp.'s gaming consoles.</p>\n<p>\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.</p>\n<p>B of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"</p>\n<p>For AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"</p>\n<p>Of the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.</p>","source":"lsy1603348471595","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>AMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?</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\">\nAMD earnings: Are data center owners ‘digesting’ or just not buying Intel chips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced ...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page\">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.marketwatch.com/story/amd-earnings-are-data-center-owners-digesting-or-just-not-buying-intel-chips-11619473180?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130522345","content_text":"AMD segment that includes data-center sales expected to almost triple in revenue after biggest rival's server sales declined\nAMD first launched the EPYC family of server chips in 2017. AMD\nAdvanced Micro Devices Inc. earnings will serve as an indication if the data-center market is truly in a \"digestion\" phase, as Intel Corp. reported.\nAMD $(AMD)$ is scheduled to report its first-quarter earnings on Tuesday after the close of markets. When Intel $(INTC)$ reported results last week, the market-share leader noted that the market was just bottoming from a \"digestion phase\" as its data-center sales dropped 20% year-over-year.\nAnalysts questioned that characterization of a \"digestion phase,\" however, asking instead if AMD was taking share away from Intel\nWall Street, on average, expects AMD to report $1.3 billion in enterprise, embedded, and semi-custom sales, the segment containing data-center and gaming-console chips, nearly triple the $348 million the company reported in the year-ago period .\nThis all comes amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers chip designs use, work to clear waiting lists that span several months.\nAMD said in its last earnings report that it expected data-center and gaming sales growth to continue well into 2021. AMD is forecast to report $1.89 billion in computing and graphics sales, a relatively modest 31% rise from a year ago.\nIn early April, shareholders from AMD and Xilinx Inc. approved a $35 billion wrap-up between the two companies. In March, the company announced a new gaming card.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 44 cents a share, up from 35 cents a share expected at the beginning of the quarter and 18 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 48 cents a share.\nRevenue: Back in January, AMD predicted first-quarter sales between $3.1 billion and $3.3 billion, while analysts on average had forecast revenue of $2.68 billion at the time. Now, 31 analysts, on average, expect revenue of $3.18 billion, up from the $1.79 billion reported in the year-ago quarter. Estimize expects revenue of $3.25 billion.\nStock movement: In the first quarter, AMD shares fell 14.4%. In contrast, the PHLX Semiconductor Index gained 11.8%, the S&P 500 index gained 5.8%, and the tech-heavy Nasdaq Composite Index rose 2.8%.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $115 price target on AMD, said PC and graphics processing unit checks point to continued strong demand in the first quarter.\n\"While many believe upside is capped by capacity constraints, we believe AMD is quickly becoming [Taiwan Semiconductor Manufacturing Co.'s (2330.TW)] preferred 'CPU' partner, as Intel's IDM 2.0 strategy appears increasingly competitive to thefoundry,\" Rolland said. \"Therefore, we would not be surprised to see AMD receive more than enough wafers to track toward full-year guidance and perhaps beyond.\"\nMorgan Stanley analyst Joseph Moore, who just reinstated estimates for AMD, said he expects strong earnings above the consensus from AMD with \"strong demand across the board, and supply constraints due to substrates and to a lesser extent wafers.\"\nMoore expects fab priority to keep going to high margin products like servers and \"enthusiast desktop microprocessors\" and \"lowest-margin customers that are strategic and sole sourced\" like Microsoft Corp.'s $(MSFT)$ and Sony Group Corp.'s gaming consoles.\n\"With competitors also dealing with supply constraints, overall pricing should be healthy,\" Moore said. The analysts expects AMD fiscal earnings of $2.04 a share in 2021, $2.59 a share in 2022, and $2.90 a share in 2023, while analysts surveyed by FactSet expect per-share earnings of $1.95, $2.51, and $3.23, respectively.\nB of A Securities analyst Vivek Arya, who has a $100 price target, said of the larger chip market that \"Supply constraints could limit Q1 outperformance/Q2 outlook, but extend cycle into CY22\"\nFor AMD, \"can it obtain enough incremental supply from TSMC to beat its already robust 37% YoY sales outlook for CY21 while firmly convincing investors around INTC share gains?\"\nOf the 36 analysts who cover AMD, 21 have buy or overweight ratings, 12 have hold ratings and three have sell ratings, with an average price target of $100.50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555885399977455","authorId":"3555885399977455","authorIdStr":"3555885399977455","name":"ookezy","avatar":"https://static.tigerbbs.com/7cf7be0a2cca939f4c77c7bcceb6f1d6","crmLevel":7,"crmLevelSwitch":1,"idStr":"3555885399977455"},"content":"Comment and like","text":"Comment and like","html":"Comment and like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141373700,"gmtCreate":1625840462800,"gmtModify":1703749661949,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Unleash the red dragon&nbsp;","listText":"Unleash the red dragon&nbsp;","text":"Unleash the red dragon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141373700","repostId":"2150779473","repostType":4,"repost":{"id":"2150779473","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":1625839507,"share":"https://ttm.financial/m/news/2150779473?lang=&edition=fundamental","pubTime":"2021-07-09 22:05","market":"us","language":"en","title":"China cuts reserve requirement ratio for all banks","url":"https://stock-news.laohu8.com/highlight/detail?id=2150779473","media":"Reuters","summary":"LONDON, July 9 (Reuters) - China has cut the reserve requirement ratio $(RRR)$ for all banks by 50 b","content":"<p>LONDON, July 9 (Reuters) - China has cut the reserve requirement ratio <a href=\"https://laohu8.com/S/RRR\">$(RRR)$</a> for all banks by 50 bps, releasing around 1 trillion yuan ($154 billion) in long-term liquidity to underpin a post-COVID economic recovery that is starting to lose momentum.</p>\n<p>Below are analysts' views on the move:</p>\n<p>MANIK NARAIN, HEAD OF EM STRATEGY, UBS, LONDON</p>\n<p>\"It is not clear at all that it is opening the floodgates of liquidity into the system - I think it is, however, China showing the world that there is a limit to how much tightening (in the money markets) it will allow.\"</p>\n<p>\"China was first in, first out (with COVID policy support) - it effectively started tightening (monetary policy) in Q3 last year - so now it is possible that the message is, if you are thinking about global significance, that the PBOC is showing that economies are still somewhat fragile and inflation is not likely to be too damaging over the medium term.\"</p>\n<p>ZHIWEI ZHANG, CHIEF ECONOMIST, PINPOINT ASSET MANAGEMENT, HONG KONG</p>\n<p>\"Some market analysts expect a targeted RRR cut for part of the banking sector, but the PBOC cut across the board for all banks. We continue to expect June macro data to show further slowdown, particularly in consumption. Retail sales already disappointed in April and May.\"</p>\n<p>\"Moreover, China’s unbalanced recovery paints a worrying picture for other countries who just started to recover from the pandemic. The new normal of economic growth may be slower than the pre-COVID period, and this may last much longer than expected.\"</p>\n<p>GUSTAVO MEDEIROS, DEPUTY HEAD OF RESEARCH, ASHMORE GROUP, LONDON</p>\n<p>\"The 50-bps cut in reserve requirement ratio came slightly earlier than most expected. China is likely to ease monetary policy via RRR cuts and OMO operations in order to allow for more local government bond issuance. This will support strategic infrastructure investment such as railways and 5G rollout. We expect fiscal policy to remain focused on specific sectors most affected by the pandemic like small companies. We also expect macro prudential tightening on the property market to remain in place.\"</p>\n<p>RAYMOND YEUNG, CHIEF ECONOMIST GREATER CHINA, ANZ, HONG KONG</p>\n<p>\"We believe the PBOC’s move today is intended to demonstrate that China has a variety of policy tools to conduct monetary policy. The authorities continue to emphasise that their policy stance is flexible.\"</p>\n<p>\"Today's RRR cut is almost equivalent to a broad-based easing, as it will release about 1 trillion Chinese yuan in funds. We see today’s cut as a move to offset the increased need for liquidity seen hitherto in July, which has caused market volatility recently.\"</p>\n<p>JULIAN EVANS-PRITCHARD, <a href=\"https://laohu8.com/S/SNR.UK\">SENIOR</a> CHINA ECONOMIST, CAPITAL ECONOMICS</p>\n<p>\"Our assessment is that the PBOC is trying to nudge banks to lower lending rates without shifting its broader policy settings, such as its quantitative controls on credit. If we are right, then the near-term economic implications of the RRR cut are likely to be small. History suggests that China’s economic performance is much more sensitive to the quantity of credit available rather than its price.\"</p>\n<p>\"The bond market appears to be responding to this turn in the cycle by pricing in lower interest rates over the medium term, which is something we’d been expecting. Even prior to the RRR announcement, hints earlier this week that a cut was coming led China’s 10-year government bond yield to post its biggest weekly decline this year.\"</p>\n<p>LOUIS KUIJS, HEAD OF ASIAN ECONOMICS, OXFORD ECONOMICS, HONG KONG</p>\n<p>\"The PBOC followed up on the State Council’s call 2 days earlier to cut the RRR... By itself, the 50 bps decrease implies a sizeable injection of liquidity.\"</p>\n<p>\"However, the PBOC’s language around the cut is telling. It describes it as needed to compensate for the impact of the expiration of tranches of its MLF facility in July and August. This indicates that, as we expected, the central bank wants to see this largely as a liquidity management operation, not a move heralding a shift towards an easier overall monetary policy stance.\"</p>\n<p>ELWIN DE GROOT, HEAD OF MACRO STRATEGY, RABOBANK, AMSTERDAM</p>\n<p>\"I see it as more or less a fine-tuning rather than a signal that there is more monetary easing coming.\"</p>\n<p>\"It was already signalled to some extent because we had seen some tightening in Chinese money markets, and this is basically to alleviate these pressures.\"</p>\n<p>LAURA WANG, CHIEF CHINA EQUITY STRATEGIST, MORGAN STANLEY, HONG KONG</p>\n<p>\"We think the broad-based 50 bps RRR cut announced by the PBOC should help stabilize investor sentiment, after days of heightened volatility following the July 6 capital market announcement which had caused major concerns over ADRs and offshore Chinese listings.\"</p>\n<p>\"We reiterate our strong preference for the A-share market within Chinese equities broadly. We believe the sentiment and liquidity support from the RRR cut would be the biggest for the A-share market. We still do not recommend broad-based bottom-fishing, particularly in the segments still facing regulatory uncertainty (data-heavy tech companies, ADRs, etc.).\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China cuts reserve requirement ratio for all banks</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\">\nChina cuts reserve requirement ratio for all banks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-09 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, July 9 (Reuters) - China has cut the reserve requirement ratio <a href=\"https://laohu8.com/S/RRR\">$(RRR)$</a> for all banks by 50 bps, releasing around 1 trillion yuan ($154 billion) in long-term liquidity to underpin a post-COVID economic recovery that is starting to lose momentum.</p>\n<p>Below are analysts' views on the move:</p>\n<p>MANIK NARAIN, HEAD OF EM STRATEGY, UBS, LONDON</p>\n<p>\"It is not clear at all that it is opening the floodgates of liquidity into the system - I think it is, however, China showing the world that there is a limit to how much tightening (in the money markets) it will allow.\"</p>\n<p>\"China was first in, first out (with COVID policy support) - it effectively started tightening (monetary policy) in Q3 last year - so now it is possible that the message is, if you are thinking about global significance, that the PBOC is showing that economies are still somewhat fragile and inflation is not likely to be too damaging over the medium term.\"</p>\n<p>ZHIWEI ZHANG, CHIEF ECONOMIST, PINPOINT ASSET MANAGEMENT, HONG KONG</p>\n<p>\"Some market analysts expect a targeted RRR cut for part of the banking sector, but the PBOC cut across the board for all banks. We continue to expect June macro data to show further slowdown, particularly in consumption. Retail sales already disappointed in April and May.\"</p>\n<p>\"Moreover, China’s unbalanced recovery paints a worrying picture for other countries who just started to recover from the pandemic. The new normal of economic growth may be slower than the pre-COVID period, and this may last much longer than expected.\"</p>\n<p>GUSTAVO MEDEIROS, DEPUTY HEAD OF RESEARCH, ASHMORE GROUP, LONDON</p>\n<p>\"The 50-bps cut in reserve requirement ratio came slightly earlier than most expected. China is likely to ease monetary policy via RRR cuts and OMO operations in order to allow for more local government bond issuance. This will support strategic infrastructure investment such as railways and 5G rollout. We expect fiscal policy to remain focused on specific sectors most affected by the pandemic like small companies. We also expect macro prudential tightening on the property market to remain in place.\"</p>\n<p>RAYMOND YEUNG, CHIEF ECONOMIST GREATER CHINA, ANZ, HONG KONG</p>\n<p>\"We believe the PBOC’s move today is intended to demonstrate that China has a variety of policy tools to conduct monetary policy. The authorities continue to emphasise that their policy stance is flexible.\"</p>\n<p>\"Today's RRR cut is almost equivalent to a broad-based easing, as it will release about 1 trillion Chinese yuan in funds. We see today’s cut as a move to offset the increased need for liquidity seen hitherto in July, which has caused market volatility recently.\"</p>\n<p>JULIAN EVANS-PRITCHARD, <a href=\"https://laohu8.com/S/SNR.UK\">SENIOR</a> CHINA ECONOMIST, CAPITAL ECONOMICS</p>\n<p>\"Our assessment is that the PBOC is trying to nudge banks to lower lending rates without shifting its broader policy settings, such as its quantitative controls on credit. If we are right, then the near-term economic implications of the RRR cut are likely to be small. History suggests that China’s economic performance is much more sensitive to the quantity of credit available rather than its price.\"</p>\n<p>\"The bond market appears to be responding to this turn in the cycle by pricing in lower interest rates over the medium term, which is something we’d been expecting. Even prior to the RRR announcement, hints earlier this week that a cut was coming led China’s 10-year government bond yield to post its biggest weekly decline this year.\"</p>\n<p>LOUIS KUIJS, HEAD OF ASIAN ECONOMICS, OXFORD ECONOMICS, HONG KONG</p>\n<p>\"The PBOC followed up on the State Council’s call 2 days earlier to cut the RRR... By itself, the 50 bps decrease implies a sizeable injection of liquidity.\"</p>\n<p>\"However, the PBOC’s language around the cut is telling. It describes it as needed to compensate for the impact of the expiration of tranches of its MLF facility in July and August. This indicates that, as we expected, the central bank wants to see this largely as a liquidity management operation, not a move heralding a shift towards an easier overall monetary policy stance.\"</p>\n<p>ELWIN DE GROOT, HEAD OF MACRO STRATEGY, RABOBANK, AMSTERDAM</p>\n<p>\"I see it as more or less a fine-tuning rather than a signal that there is more monetary easing coming.\"</p>\n<p>\"It was already signalled to some extent because we had seen some tightening in Chinese money markets, and this is basically to alleviate these pressures.\"</p>\n<p>LAURA WANG, CHIEF CHINA EQUITY STRATEGIST, MORGAN STANLEY, HONG KONG</p>\n<p>\"We think the broad-based 50 bps RRR cut announced by the PBOC should help stabilize investor sentiment, after days of heightened volatility following the July 6 capital market announcement which had caused major concerns over ADRs and offshore Chinese listings.\"</p>\n<p>\"We reiterate our strong preference for the A-share market within Chinese equities broadly. We believe the sentiment and liquidity support from the RRR cut would be the biggest for the A-share market. We still do not recommend broad-based bottom-fishing, particularly in the segments still facing regulatory uncertainty (data-heavy tech companies, ADRs, etc.).\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150779473","content_text":"LONDON, July 9 (Reuters) - China has cut the reserve requirement ratio $(RRR)$ for all banks by 50 bps, releasing around 1 trillion yuan ($154 billion) in long-term liquidity to underpin a post-COVID economic recovery that is starting to lose momentum.\nBelow are analysts' views on the move:\nMANIK NARAIN, HEAD OF EM STRATEGY, UBS, LONDON\n\"It is not clear at all that it is opening the floodgates of liquidity into the system - I think it is, however, China showing the world that there is a limit to how much tightening (in the money markets) it will allow.\"\n\"China was first in, first out (with COVID policy support) - it effectively started tightening (monetary policy) in Q3 last year - so now it is possible that the message is, if you are thinking about global significance, that the PBOC is showing that economies are still somewhat fragile and inflation is not likely to be too damaging over the medium term.\"\nZHIWEI ZHANG, CHIEF ECONOMIST, PINPOINT ASSET MANAGEMENT, HONG KONG\n\"Some market analysts expect a targeted RRR cut for part of the banking sector, but the PBOC cut across the board for all banks. We continue to expect June macro data to show further slowdown, particularly in consumption. Retail sales already disappointed in April and May.\"\n\"Moreover, China’s unbalanced recovery paints a worrying picture for other countries who just started to recover from the pandemic. The new normal of economic growth may be slower than the pre-COVID period, and this may last much longer than expected.\"\nGUSTAVO MEDEIROS, DEPUTY HEAD OF RESEARCH, ASHMORE GROUP, LONDON\n\"The 50-bps cut in reserve requirement ratio came slightly earlier than most expected. China is likely to ease monetary policy via RRR cuts and OMO operations in order to allow for more local government bond issuance. This will support strategic infrastructure investment such as railways and 5G rollout. We expect fiscal policy to remain focused on specific sectors most affected by the pandemic like small companies. We also expect macro prudential tightening on the property market to remain in place.\"\nRAYMOND YEUNG, CHIEF ECONOMIST GREATER CHINA, ANZ, HONG KONG\n\"We believe the PBOC’s move today is intended to demonstrate that China has a variety of policy tools to conduct monetary policy. The authorities continue to emphasise that their policy stance is flexible.\"\n\"Today's RRR cut is almost equivalent to a broad-based easing, as it will release about 1 trillion Chinese yuan in funds. We see today’s cut as a move to offset the increased need for liquidity seen hitherto in July, which has caused market volatility recently.\"\nJULIAN EVANS-PRITCHARD, SENIOR CHINA ECONOMIST, CAPITAL ECONOMICS\n\"Our assessment is that the PBOC is trying to nudge banks to lower lending rates without shifting its broader policy settings, such as its quantitative controls on credit. If we are right, then the near-term economic implications of the RRR cut are likely to be small. History suggests that China’s economic performance is much more sensitive to the quantity of credit available rather than its price.\"\n\"The bond market appears to be responding to this turn in the cycle by pricing in lower interest rates over the medium term, which is something we’d been expecting. Even prior to the RRR announcement, hints earlier this week that a cut was coming led China’s 10-year government bond yield to post its biggest weekly decline this year.\"\nLOUIS KUIJS, HEAD OF ASIAN ECONOMICS, OXFORD ECONOMICS, HONG KONG\n\"The PBOC followed up on the State Council’s call 2 days earlier to cut the RRR... By itself, the 50 bps decrease implies a sizeable injection of liquidity.\"\n\"However, the PBOC’s language around the cut is telling. It describes it as needed to compensate for the impact of the expiration of tranches of its MLF facility in July and August. This indicates that, as we expected, the central bank wants to see this largely as a liquidity management operation, not a move heralding a shift towards an easier overall monetary policy stance.\"\nELWIN DE GROOT, HEAD OF MACRO STRATEGY, RABOBANK, AMSTERDAM\n\"I see it as more or less a fine-tuning rather than a signal that there is more monetary easing coming.\"\n\"It was already signalled to some extent because we had seen some tightening in Chinese money markets, and this is basically to alleviate these pressures.\"\nLAURA WANG, CHIEF CHINA EQUITY STRATEGIST, MORGAN STANLEY, HONG KONG\n\"We think the broad-based 50 bps RRR cut announced by the PBOC should help stabilize investor sentiment, after days of heightened volatility following the July 6 capital market announcement which had caused major concerns over ADRs and offshore Chinese listings.\"\n\"We reiterate our strong preference for the A-share market within Chinese equities broadly. We believe the sentiment and liquidity support from the RRR cut would be the biggest for the A-share market. We still do not recommend broad-based bottom-fishing, particularly in the segments still facing regulatory uncertainty (data-heavy tech companies, ADRs, etc.).\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124990269,"gmtCreate":1624715644651,"gmtModify":1703844037761,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Time to go Ali with baba","listText":"Time to go Ali with baba","text":"Time to go Ali with baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124990269","repostId":"1164137597","repostType":2,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Can BABA Get Back To $300? Yes, It Can</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: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102460410,"gmtCreate":1620231459330,"gmtModify":1704340583281,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Getting in now seems like catching a falling knife&nbsp;","listText":"Getting in now seems like catching a falling knife&nbsp;","text":"Getting in now seems like catching a falling knife","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/102460410","repostId":"2133525366","repostType":4,"repost":{"id":"2133525366","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":1620224674,"share":"https://ttm.financial/m/news/2133525366?lang=&edition=fundamental","pubTime":"2021-05-05 22:24","market":"us","language":"en","title":"Peloton to recall treadmills after reports of injuries, one death","url":"https://stock-news.laohu8.com/highlight/detail?id=2133525366","media":"Reuters","summary":"May 5 (Reuters) - Exercise equipment maker Peloton Interactive Inc    is recalling its Tread+ and Tr","content":"<p>May 5 (Reuters) - Exercise equipment maker Peloton Interactive Inc    is recalling its Tread+ and Tread treadmill machines after injuries and a death, according to a statement by the United States Consumer Product Safety Commission.</p><p>The recall comes more than a month after Peloton Chief Executive Officer John Foley asked owners of its treadmills to check safety warnings after a child died in an accident involving the company's exercise equipment.</p><p>\"I want to be clear, Peloton made a mistake in our initial response to the Consumer Product Safety Commission's request that we recall the Tread+,\" Foley said in a statement</p><p>\"We should have engaged more productively with them from the outset. For that, I apologize\".</p><p>The agency said Peloton has also stopped sale and distribution of the Tread+ and continues to work on additional hardware modifications.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton to recall treadmills after reports of injuries, one death</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\">\nPeloton to recall treadmills after reports of injuries, one death\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-05 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 5 (Reuters) - Exercise equipment maker Peloton Interactive Inc    is recalling its Tread+ and Tread treadmill machines after injuries and a death, according to a statement by the United States Consumer Product Safety Commission.</p><p>The recall comes more than a month after Peloton Chief Executive Officer John Foley asked owners of its treadmills to check safety warnings after a child died in an accident involving the company's exercise equipment.</p><p>\"I want to be clear, Peloton made a mistake in our initial response to the Consumer Product Safety Commission's request that we recall the Tread+,\" Foley said in a statement</p><p>\"We should have engaged more productively with them from the outset. For that, I apologize\".</p><p>The agency said Peloton has also stopped sale and distribution of the Tread+ and continues to work on additional hardware modifications.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133525366","content_text":"May 5 (Reuters) - Exercise equipment maker Peloton Interactive Inc    is recalling its Tread+ and Tread treadmill machines after injuries and a death, according to a statement by the United States Consumer Product Safety Commission.The recall comes more than a month after Peloton Chief Executive Officer John Foley asked owners of its treadmills to check safety warnings after a child died in an accident involving the company's exercise equipment.\"I want to be clear, Peloton made a mistake in our initial response to the Consumer Product Safety Commission's request that we recall the Tread+,\" Foley said in a statement\"We should have engaged more productively with them from the outset. For that, I apologize\".The agency said Peloton has also stopped sale and distribution of the Tread+ and continues to work on additional hardware modifications.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885413871,"gmtCreate":1631810632993,"gmtModify":1676530643147,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon","listText":"This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon","text":"This stock is sure funny. It goes down with good news and goes up with no news . It’s a good funny though #tothemoon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/885413871","repostId":"1187895428","repostType":2,"repost":{"id":"1187895428","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":1631805240,"share":"https://ttm.financial/m/news/1187895428?lang=&edition=fundamental","pubTime":"2021-09-16 23:14","market":"us","language":"en","title":"Why Palantir Shares Are Trading Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1187895428","media":"Benzinga","summary":"Palantir Technologies is trading higher Thursday morning on above-average volume amid increased retail investor interest in the stock on social media.The average session volume is about 42 million over a 100-day period. Palantir's daily trading volume was already approaching 30 million less than an hour into trading Thursday.Palantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over","content":"<p><b>Palantir Technologies</b>&nbsp;is trading higher Thursday morning on above-average volume&nbsp;amid increased retail investor interest in the stock on social media.</p>\n<p><img src=\"https://static.tigerbbs.com/8ab0249e536a33b1fd6c306c047556b8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>The average session volume is about 42 million&nbsp;over a 100-day period. Palantir's daily trading volume was already approaching 30&nbsp;million less than an hour into trading Thursday.</p>\n<p>Palantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over the last 24 hours.</p>\n<p>Palantir has continually said that it expects&nbsp;revenue growth of 30% or greater&nbsp;through 2025.</p>\n<p>The company makes products for human-driven analysis of real-world data.</p>\n<p><b>PLTR Price Action:</b>Palantir has traded as high as $45 and as low as $8.90 over a 52-week period.</p>\n<p>The stock was up 5% at $28.45 at time of publication.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Palantir Shares Are Trading Higher Today</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\">\nWhy Palantir Shares Are Trading Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-16 23:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Palantir Technologies</b>&nbsp;is trading higher Thursday morning on above-average volume&nbsp;amid increased retail investor interest in the stock on social media.</p>\n<p><img src=\"https://static.tigerbbs.com/8ab0249e536a33b1fd6c306c047556b8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>The average session volume is about 42 million&nbsp;over a 100-day period. Palantir's daily trading volume was already approaching 30&nbsp;million less than an hour into trading Thursday.</p>\n<p>Palantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over the last 24 hours.</p>\n<p>Palantir has continually said that it expects&nbsp;revenue growth of 30% or greater&nbsp;through 2025.</p>\n<p>The company makes products for human-driven analysis of real-world data.</p>\n<p><b>PLTR Price Action:</b>Palantir has traded as high as $45 and as low as $8.90 over a 52-week period.</p>\n<p>The stock was up 5% at $28.45 at time of publication.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187895428","content_text":"Palantir Technologies is trading higher Thursday morning on above-average volume amid increased retail investor interest in the stock on social media.\n\nThe average session volume is about 42 million over a 100-day period. Palantir's daily trading volume was already approaching 30 million less than an hour into trading Thursday.\nPalantir was one the top two trending stocks on Stocktwits at publication time. The stock was among the top five most mentioned stocks on the subreddit r/wallstreetbets over the last 24 hours.\nPalantir has continually said that it expects revenue growth of 30% or greater through 2025.\nThe company makes products for human-driven analysis of real-world data.\nPLTR Price Action:Palantir has traded as high as $45 and as low as $8.90 over a 52-week period.\nThe stock was up 5% at $28.45 at time of publication.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837193719,"gmtCreate":1629861716931,"gmtModify":1676530155311,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03888\">$KINGSOFT(03888)$</a>Shag balls&nbsp;","listText":"<a href=\"https://laohu8.com/S/03888\">$KINGSOFT(03888)$</a>Shag balls&nbsp;","text":"$KINGSOFT(03888)$Shag balls","images":[{"img":"https://static.tigerbbs.com/7b37e2726034feee69bd2061a75c7ceb","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/837193719","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581646166640580","authorId":"3581646166640580","authorIdStr":"3581646166640580","name":"心态崩溃了","avatar":"https://static.tigerbbs.com/104c5c40738aa1cf1a07a089ec0d7e50","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581646166640580"},"content":"Why is this happening? Is the semi-annual report coming out","text":"Why is this happening? Is the semi-annual report coming out","html":"Why is this happening? Is the semi-annual report coming out"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806230465,"gmtCreate":1627656644957,"gmtModify":1703494301816,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806230465","repostId":"1155019271","repostType":2,"repost":{"id":"1155019271","pubTimestamp":1627649979,"share":"https://ttm.financial/m/news/1155019271?lang=&edition=fundamental","pubTime":"2021-07-30 20:59","market":"us","language":"en","title":"Palantir Technologies Aspires To Be God Emperor of Data Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=1155019271","media":"InvestorPlace","summary":"Controversy over executives' politics obscures the fact that PLTR stock seems to have cracked the co","content":"<p>Controversy over executives' politics obscures the fact that PLTR stock seems to have cracked the code on high-end data analysis</p>\n<p><b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) is a belief stock. Since its IPO last September, at $10 a share, the stock has more than doubled investors’ money. PLTR stock looks set to end the month at about $22 a share, it traded as high as $35 in January. Its current market cap is $41.7 billion.</p>\n<p>Believing in Palantir means believing in its data analysis products, called Gotham and Foundry. It also means believing in its controversial CEO,Alex Karp, who took home&nbsp;$1.1 billion&nbsp;in stock options and grants home last year.</p>\n<p>Co-founder Peter Thiel objects to being called“emperor for life,”based on Class F shares giving the co-founders a half-interest in any decision. But you’re buying them, too.</p>\n<p>Palantir had revenue of about $1.1 billion last year. Its March earnings indicate it’s on a path toward&nbsp;$1.6 billion this year.You need belief to pay almost 40 times revenue for anything.</p>\n<p><b>Taking Data Down Market</b></p>\n<p>Palantir started with high-end software for governments and big corporations. Government contracts are still an important metric of its success. The$169 millionfrom civilian and military agencies is important but no more so than for what it says about the software’s acceptance — and penetration — in enterprise markets.</p>\n<p>Foundry for Builders&nbsp;will try to capitalize on this acceptance in smaller, and self-service, markets. The subscription service was enough for our Luke Lango to put out&nbsp;a bullish call&nbsp;on Palantir recently.</p>\n<p>The stock has been&nbsp;buffeted&nbsp;this year by meme investors. Many abandoned it as the pandemic ebbed. But it now has some analysts sending it&nbsp;to the Moon, with an eventual $1 trillion valuation. They see government contracts giving it a moat within that market. They see Palantir’s own&nbsp;investments in SPACs, deploying its cash as a Private Investor in Public Equity (PIPE), as an additional bullish signal for the corporate market.</p>\n<p>Interestingly, of the exchange-traded funds that are holding PLTR stock in their portfolios, among the largest holders are social sentiment-themed funds. The shares are in the top 10 holdings of both&nbsp;<b>VanEck Vectors Social Sentiment ETF</b>(NYSEARCA:<b><u>BUZZ</u></b>),at 2.94% of assets, and&nbsp;<b>SoFi Social 50 ETF</b>(NYSEARCA:<b><u>SFYF</u></b>),at 3.46%.</p>\n<p><b>Have They Cracked the Code?</b></p>\n<p>Many big companies have come-and-gone with big data analysis tools.</p>\n<p><b>Cloudera</b>, which is built on Hadoop, was recently taken privateat $5.3 billionafter flailing in the public market.<b>International Business Machines</b>(NYSE:<b><u>IBM</u></b>) has downsized expectations for Watson, which put a friendly front-end on Hadoop.</p>\n<p>Palantir says Foundry works by&nbsp;integrating&nbsp;back-end data management and front-end analysis. Gotham turns this integration into a&nbsp;virtual operating system, pulling data from multiple sources, integrating them into a single model.</p>\n<p>Palantir next reports results Aug. 10. Analysts are expecting a small profit, 4 cents per share, on revenue of&nbsp;$357 million.&nbsp;That would be only slightly ahead of the March quarter’s $341 million. The expectations for slower growth are bringing out&nbsp;some bears. About&nbsp;13% of the shares&nbsp;were recently being held short.</p>\n<p>To our Alex Sirois, this makes&nbsp;July the perfect time to buy Palantir.If it can show even a small profit the stock could move ahead.</p>\n<p><b>PLTR Stock Valuation Flashes ‘Highly Speculative’</b></p>\n<p>Looking at PLTR stock’s valuation, I see a sign flashing “highly speculative.” It’s trading at&nbsp;34.3 times salesand near 170x forward earnings.</p>\n<p>Yet, what makes it a<i>reasonable</i>speculation is that Palantir is cracking a data analysis code that has frustrated even the Cloud Czars. If Palantir can maintain that expertise, and bring that leadership into the wider enterprise market, this could be a great company.</p>\n<p>Our Chris Markoch says&nbsp;both bulls and bears have it wrong on Palantir, and I agree.</p>\n<p>The politics of Thiel and Karp, and their iron-fisted control of the company, have some investors underestimating the tool. Its positive free cash flow may have some bulls overestimating its value.</p>\n<p>At its current price, however, Palantir is a dirt-cheap speculation. Don’t throw any cash at it that you can’t afford to lose. But if you’ve earned profits elsewhere, and are looking for the next big thing, this may be worth nibbling on.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies Aspires To Be God Emperor of Data 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\">\nPalantir Technologies Aspires To Be God Emperor of Data Analysis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 20:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/palantir-technologies-aspires-to-be-god-emperor-of-data-analysis/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Controversy over executives' politics obscures the fact that PLTR stock seems to have cracked the code on high-end data analysis\nPalantir Technologies(NYSE:PLTR) is a belief stock. Since its IPO last ...</p>\n\n<a href=\"https://investorplace.com/2021/07/palantir-technologies-aspires-to-be-god-emperor-of-data-analysis/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/07/palantir-technologies-aspires-to-be-god-emperor-of-data-analysis/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155019271","content_text":"Controversy over executives' politics obscures the fact that PLTR stock seems to have cracked the code on high-end data analysis\nPalantir Technologies(NYSE:PLTR) is a belief stock. Since its IPO last September, at $10 a share, the stock has more than doubled investors’ money. PLTR stock looks set to end the month at about $22 a share, it traded as high as $35 in January. Its current market cap is $41.7 billion.\nBelieving in Palantir means believing in its data analysis products, called Gotham and Foundry. It also means believing in its controversial CEO,Alex Karp, who took home $1.1 billion in stock options and grants home last year.\nCo-founder Peter Thiel objects to being called“emperor for life,”based on Class F shares giving the co-founders a half-interest in any decision. But you’re buying them, too.\nPalantir had revenue of about $1.1 billion last year. Its March earnings indicate it’s on a path toward $1.6 billion this year.You need belief to pay almost 40 times revenue for anything.\nTaking Data Down Market\nPalantir started with high-end software for governments and big corporations. Government contracts are still an important metric of its success. The$169 millionfrom civilian and military agencies is important but no more so than for what it says about the software’s acceptance — and penetration — in enterprise markets.\nFoundry for Builders will try to capitalize on this acceptance in smaller, and self-service, markets. The subscription service was enough for our Luke Lango to put out a bullish call on Palantir recently.\nThe stock has been buffeted this year by meme investors. Many abandoned it as the pandemic ebbed. But it now has some analysts sending it to the Moon, with an eventual $1 trillion valuation. They see government contracts giving it a moat within that market. They see Palantir’s own investments in SPACs, deploying its cash as a Private Investor in Public Equity (PIPE), as an additional bullish signal for the corporate market.\nInterestingly, of the exchange-traded funds that are holding PLTR stock in their portfolios, among the largest holders are social sentiment-themed funds. The shares are in the top 10 holdings of both VanEck Vectors Social Sentiment ETF(NYSEARCA:BUZZ),at 2.94% of assets, and SoFi Social 50 ETF(NYSEARCA:SFYF),at 3.46%.\nHave They Cracked the Code?\nMany big companies have come-and-gone with big data analysis tools.\nCloudera, which is built on Hadoop, was recently taken privateat $5.3 billionafter flailing in the public market.International Business Machines(NYSE:IBM) has downsized expectations for Watson, which put a friendly front-end on Hadoop.\nPalantir says Foundry works by integrating back-end data management and front-end analysis. Gotham turns this integration into a virtual operating system, pulling data from multiple sources, integrating them into a single model.\nPalantir next reports results Aug. 10. Analysts are expecting a small profit, 4 cents per share, on revenue of $357 million. That would be only slightly ahead of the March quarter’s $341 million. The expectations for slower growth are bringing out some bears. About 13% of the shares were recently being held short.\nTo our Alex Sirois, this makes July the perfect time to buy Palantir.If it can show even a small profit the stock could move ahead.\nPLTR Stock Valuation Flashes ‘Highly Speculative’\nLooking at PLTR stock’s valuation, I see a sign flashing “highly speculative.” It’s trading at 34.3 times salesand near 170x forward earnings.\nYet, what makes it areasonablespeculation is that Palantir is cracking a data analysis code that has frustrated even the Cloud Czars. If Palantir can maintain that expertise, and bring that leadership into the wider enterprise market, this could be a great company.\nOur Chris Markoch says both bulls and bears have it wrong on Palantir, and I agree.\nThe politics of Thiel and Karp, and their iron-fisted control of the company, have some investors underestimating the tool. Its positive free cash flow may have some bulls overestimating its value.\nAt its current price, however, Palantir is a dirt-cheap speculation. Don’t throw any cash at it that you can’t afford to lose. But if you’ve earned profits elsewhere, and are looking for the next big thing, this may be worth nibbling on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126956858,"gmtCreate":1624542933474,"gmtModify":1703839871149,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Yes ! The green has finallyarrived&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Yes ! The green has finallyarrived&nbsp;","text":"$Alibaba(BABA)$Yes ! The green has finallyarrived","images":[{"img":"https://static.tigerbbs.com/f57a53721d388cb7f26bba7fb752e0fa","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126956858","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108099466,"gmtCreate":1619955841255,"gmtModify":1704336751721,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108099466","repostId":"1103106179","repostType":4,"repost":{"id":"1103106179","pubTimestamp":1619917622,"share":"https://ttm.financial/m/news/1103106179?lang=&edition=fundamental","pubTime":"2021-05-02 09:07","market":"us","language":"en","title":"Berkshire Hathaway Annual Meeting 2021: Highlights and storylines","url":"https://stock-news.laohu8.com/highlight/detail?id=1103106179","media":"Tiger Newspress","summary":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world","content":"<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AM</p><p>Warren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\"><b>Playback Live Here！</b></a></p><p>In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.</p><p>In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.</p><p>Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.</p><p>Here were some of the highlights from the event.</p><p>—</p><p>Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.</p><p>\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"</p><p>\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.</p><p>—</p><p>Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.</p><p>“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"</p><p>\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”</p><p>—</p><p>Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.</p><p>\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"</p><p>Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&amp;T Bank Corp (MTB).</p><p>\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"</p><p>—</p><p>A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.</p><p>\"This is an easy one. No thank you, I’ll pass,\" Jain said.</p><p>“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”</p><p>—</p><p>Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"</p><p>\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"</p><p>Munger, however, issued a more direct attack.</p><p>\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"</p><p>—</p><p>Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.</p><p>\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"</p><p>\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"</p><p>Munger offered a similar view.</p><p>\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"</p><p>—</p><p>Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.</p><p>\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"</p><p>\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"</p><p>—</p><p>Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.</p><p>\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.</p><p>\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"</p><p>\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.</p><p>—</p><p>Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.</p><p>\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"</p><p>\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"</p><p>Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.</p><p>—</p><p>A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.</p><p>\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"</p><p>\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"</p><p>\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"</p><p>—</p><p>One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.</p><p>\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"</p><p>\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"</p><p>\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"</p><p>\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"</p><p>Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"</p><p>\"The people who ask the questions think they know the answer. We're just more modest.\"</p><p>—</p><p>Most investors would benefit from simply purchasing an S&amp;P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.</p><p>\"I recommend the S&amp;P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&amp;P 500 index fund.\"</p><p>\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"</p><p>Charlie Munger, on the other hand, had a different perspective.</p><p>\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"</p><p>—</p><p>Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.</p><p>But only a couple hundred years ago, the U.S. looked like the underdog.</p><p>\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"</p><p>\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"</p><p>—</p><p>In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.</p><p>\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"</p><p>He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.</p><p>\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"</p><p>—</p><p>The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.</p><p>\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"</p><p>\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"</p><p>See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.</p><p>—</p><p>Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.</p><p>Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.</p><p>Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\">If you want to watch the full live video, please click here.</a></p>","source":"yahoofinance_sg","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>Berkshire Hathaway Annual Meeting 2021: Highlights and storylines</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway Annual Meeting 2021: Highlights and storylines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-02 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-...</p>\n\n<a href=\"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103106179","content_text":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.Here were some of the highlights from the event.—Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.—Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”—Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&T Bank Corp (MTB).\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"—A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.\"This is an easy one. No thank you, I’ll pass,\" Jain said.“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”—Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"Munger, however, issued a more direct attack.\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"—Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"Munger offered a similar view.\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"—Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"—Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.—Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.—A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"—One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"\"The people who ask the questions think they know the answer. We're just more modest.\"—Most investors would benefit from simply purchasing an S&P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.\"I recommend the S&P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&P 500 index fund.\"\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"Charlie Munger, on the other hand, had a different perspective.\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"—Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.But only a couple hundred years ago, the U.S. looked like the underdog.\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"—In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"—The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.—Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.If you want to watch the full live video, please click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171372350,"gmtCreate":1626709310970,"gmtModify":1703763847925,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Woah&nbsp;","listText":"Woah&nbsp;","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171372350","repostId":"1184844987","repostType":4,"repost":{"id":"1184844987","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":1626708855,"share":"https://ttm.financial/m/news/1184844987?lang=&edition=fundamental","pubTime":"2021-07-19 23:34","market":"us","language":"en","title":"Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session","url":"https://stock-news.laohu8.com/highlight/detail?id=1184844987","media":"Benzinga","summary":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult a","content":"<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p>\n<p>Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p>\n<p>Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p>\n<p><img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session</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\">\nPeloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-19 23:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p>\n<p>Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p>\n<p>Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p>\n<p><img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184844987","content_text":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.\nBenzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.\nStop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144646440,"gmtCreate":1626285930880,"gmtModify":1703757176347,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"Nice ! Like and comment please&nbsp;","listText":"Nice ! Like and comment please&nbsp;","text":"Nice ! Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144646440","repostId":"1156677537","repostType":4,"repost":{"id":"1156677537","pubTimestamp":1626275803,"share":"https://ttm.financial/m/news/1156677537?lang=&edition=fundamental","pubTime":"2021-07-14 23:16","market":"us","language":"en","title":"Cramer calls this stock a 'coiled spring' and a bet on a travel recovery without buying airlines","url":"https://stock-news.laohu8.com/highlight/detail?id=1156677537","media":"CNBC","summary":"Investors who want to bet on the return of Americans traveling abroad after a coronavirus-driven hal","content":"<div>\n<p>Investors who want to bet on the return of Americans traveling abroad after a coronavirus-driven halt can do so without buying airline stocks, CNBC’s Jim Cramersaid Wednesday.\nInstead, Cramer pointed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/cramer-calls-this-stock-a-coiled-spring-and-a-bet-on-a-travel-recovery.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cramer calls this stock a 'coiled spring' and a bet on a travel recovery without buying airlines</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCramer calls this stock a 'coiled spring' and a bet on a travel recovery without buying airlines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/14/cramer-calls-this-stock-a-coiled-spring-and-a-bet-on-a-travel-recovery.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who want to bet on the return of Americans traveling abroad after a coronavirus-driven halt can do so without buying airline stocks, CNBC’s Jim Cramersaid Wednesday.\nInstead, Cramer pointed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/cramer-calls-this-stock-a-coiled-spring-and-a-bet-on-a-travel-recovery.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AXP":"美国运通"},"source_url":"https://www.cnbc.com/2021/07/14/cramer-calls-this-stock-a-coiled-spring-and-a-bet-on-a-travel-recovery.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156677537","content_text":"Investors who want to bet on the return of Americans traveling abroad after a coronavirus-driven halt can do so without buying airline stocks, CNBC’s Jim Cramersaid Wednesday.\nInstead, Cramer pointed them in the direction of a financial services firm he called a “coiled spring,” even as the company’s shares trade near all-time highs.\nAmerican Expressis doing “incredibly well just with domestic, including small- and medium-sized business. Can you imagine when you get international? That’s the stock to own. You buy it now,” anticipating more overseas travel in the coming months, Cramer said on“Squawk on the Street.”\n“I do believe that that is the stock to buy if you believe Europe is going to come back,” the“Mad Money”host added.\nLast month, the European Unionmade it easier for Americans to travel to its 27 member countries by adding the U.S. to itssafe travel list. Previously, nonessential travel had been restricted due to the coronavirus pandemic.\nMajor airlines havebeen working to add back lucrative trans-Atlantic routes, hoping to capture the pent-up demand from U.S. residents hankering for a vacation abroad.\nIt is also good for American Express. While travel is important for American Express in general, cross-boarder payments have higher margins than domestic ones.\nIn its first-quarter earnings report, released in April, American Express CEO Stephen Squeri said the company was seeing positive signs around domestic travel, “increasing our confidence” that the recovery will continue.\nHowever, Squeri said at the time, “Card member spending, excluding travel and entertainment categories, was 11 percent higher on an FX-adjusted basis than it was in the first quarter of 2019, and continues to represent the majority of spend on our network.”\nAmerican Express is set to release second-quarter results July 23, which may offer more insight into recent travel spending trends.\nShares of American Express are up around 43% year to date and more than 80% in the past 12 months. The stock traded just under $173 apiece Wednesday, narrowly below its all-time high of $174.76 on July 7.\nEven so, Cramer said he likes the set-up for investors, as more travel restrictions ease and people feel more comfortable with the level of coronavirus risk.\n“I still think American Express, which has got a great chart, is a coiled spring,” Cramer said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182488134,"gmtCreate":1623598443028,"gmtModify":1704206809472,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$Kingsoft Cloud Holdings Ltd(KC)$</a>So soft !Get hard soon&nbsp;","listText":"<a href=\"https://laohu8.com/S/KC\">$Kingsoft Cloud Holdings Ltd(KC)$</a>So soft !Get hard soon&nbsp;","text":"$Kingsoft Cloud Holdings Ltd(KC)$So soft !Get hard soon","images":[{"img":"https://static.tigerbbs.com/f4d961b41f74211b67ed45c5df529728","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/182488134","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130852643,"gmtCreate":1621525522982,"gmtModify":1704359154650,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"I would include the up and coming palantir as well.&nbsp;","listText":"I would include the up and coming palantir as well.&nbsp;","text":"I would include the up and coming palantir as well.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/130852643","repostId":"1114639105","repostType":4,"repost":{"id":"1114639105","pubTimestamp":1621524985,"share":"https://ttm.financial/m/news/1114639105?lang=&edition=fundamental","pubTime":"2021-05-20 23:36","market":"us","language":"en","title":"Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1114639105","media":"Motley Fool","summary":"These tech giants might multiply your $5,000 investment substantially in the coming years.The Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.Advanced Micro Devices  stock has done even bet","content":"<p>These tech giants might multiply your $5,000 investment substantially in the coming years.</p>\n<p>The&nbsp;<b>Nasdaq-100 Technology Sector</b>&nbsp;index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.</p>\n<p><b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist&nbsp;<b>NVIDIA</b>(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c65cfc8b2918e175d465448db6ae7c\" tg-width=\"2000\" tg-height=\"1427\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. Advanced Micro Devices</b></p>\n<p>AMD's fortunes have&nbsp;changed big time&nbsp;over the past five years. A competitive product lineup has allowed it to&nbsp;take market share away&nbsp;from&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;in the x86 processor market, a trend that's expected to continue in the next five years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c49fb00a03d9fc043669c6253b537fc8\" tg-width=\"720\" tg-height=\"387\"><span>AMD DATA BY YCHARTS</span></p>\n<p>AMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data&nbsp;from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.</p>\n<p>Meanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to&nbsp;jump as high as 50%&nbsp;in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage&nbsp;AMD enjoys over Intel, as well as&nbsp;Chipzilla's troubles&nbsp;with getting its latest chips out of the gate.</p>\n<p>AMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to&nbsp;power 50% more models&nbsp;this year and pave the way for more market share gains.</p>\n<p>Meanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the&nbsp;arrival of the EPYC chips&nbsp;has given it a big shot in the arm. AMD is poised to&nbsp;take away more market share&nbsp;from Intel in servers in the coming years and could make billions of dollars from this space.</p>\n<p>On the other hand, the arrival of the latest gaming consoles from&nbsp;<b>Sony</b>&nbsp;and&nbsp;<b>Microsoft</b>&nbsp;that are powered by AMD's chips is&nbsp;moving the needle in a big way&nbsp;for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected&nbsp;to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.</p>\n<p>What's more, AMD is reportedly getting&nbsp;80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect&nbsp;AMD to deliver almost 30% annual earnings growth over the next five years -- making it a&nbsp;top growth stock&nbsp;where one can park $5,000 right now, given that it is trading at less than 28 times&nbsp;forward earnings.</p>\n<p><b>2. NVIDIA</b></p>\n<p>NVIDIA has come a long way in the past five years. The chipmaker has&nbsp;branched out into&nbsp;several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and&nbsp;5G wireless networks&nbsp;from supplying graphics cards for gaming PCs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60ad2c7070e39d4c3cca24654ff15c3d\" tg-width=\"720\" tg-height=\"387\"><span>NVDA DATA BY YCHARTS</span></p>\n<p>Gaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a&nbsp;massive upgrade cycle.</p>\n<p>NVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a&nbsp;huge performance bump&nbsp;at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards&nbsp;stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).</p>\n<p>The latest Ampere-based GPUs recorded&nbsp;an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released&nbsp;five years ago.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/248662e56d72ba00757a9c18076ebd6b\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>So, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates&nbsp;that 41.5 million discrete GPUs were sold in 2020, and NVIDIA&nbsp;dominated this market&nbsp;with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party&nbsp;estimates.</p>\n<p>Beyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins&nbsp;worth $8 billion&nbsp;for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.</p>\n<p>Throw in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.</p>\n<p>It recently announced&nbsp;the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion&nbsp;by 2023.</p>\n<p>So, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times&nbsp;forward earnings as compared to 2020's average multiple of 46.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Today's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToday's Tech Sell-Off: Where to Invest $5,000 for the Next 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NDX":"纳斯达克100指数","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/05/20/tech-sell-off-where-invest-5000-for-next-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114639105","content_text":"These tech giants might multiply your $5,000 investment substantially in the coming years.\nThe Nasdaq-100 Technology Sector index has retreated more than 7% in the past month, bringing down the valuations of some fast-growing names in tech that were considered overvalued earlier. But one shouldn't forget that this same index has jumped more than 240% in the past five years, which means that a $5,000 investment in the index would be worth $17,000 now.\nAdvanced Micro Devices (NASDAQ:AMD) stock has done even better over five years, rising over 1,850% and turning $5,000 into nearly $100,000. Rival graphics card specialist NVIDIA(NASDAQ:NVDA)has soared over 1,200% over a similar period. Both stocks have pulled back thanks to the tech sell-off, but these two stocks could deliver outsized gains over the next five years as well, thanks to the catalysts they are sitting on. Let's find out why.\nIMAGE SOURCE: GETTY IMAGES.\n1. Advanced Micro Devices\nAMD's fortunes have changed big time over the past five years. A competitive product lineup has allowed it to take market share away from Intel (NASDAQ:INTC) in the x86 processor market, a trend that's expected to continue in the next five years.\nAMD DATA BY YCHARTS\nAMD has made solid progress in the PC market through its Ryzen CPUs (central processing units) and Radeon GPUs (graphics processing units). According to the latest data from Steam Hardware Survey for April, AMD now controls almost 29.5% of the PC CPU space. It controlled 25% of the market in December 2020, with Intel holding the rest. Steam data is a credible source for PC market share information, as the platform is used by 120 million monthly active users worldwide.\nMeanwhile, Mercury Research estimates that AMD's desktop PC market share increased to 19.3% at the end of the first quarter, up from just 11.4% four years ago. It also holds 18% of the mobile CPU market. AMD's CPU market share is expected to jump as high as 50% in 2021 as per Wall Street. This doesn't seem surprising given thetechnology advantage AMD enjoys over Intel, as well as Chipzilla's troubles with getting its latest chips out of the gate.\nAMD has also turned on the heat in the laptop market. The company's Ryzen 5000 mobile processors are expected to power 50% more models this year and pave the way for more market share gains.\nMeanwhile, AMD has made solid progress in the server processor market, finishing Q1 with an 8.9% share. It was nowhere to be seen in server processors four years ago, but the arrival of the EPYC chips has given it a big shot in the arm. AMD is poised to take away more market share from Intel in servers in the coming years and could make billions of dollars from this space.\nOn the other hand, the arrival of the latest gaming consoles from Sony and Microsoft that are powered by AMD's chips is moving the needle in a big way for the chipmaker. The PlayStation 5 has sold 7.8 million units so far. It is expected to sell over 200 million units over its lifetime, according to an analyst at Japanese firm Rakuten Securities, as compared to 116 million units of the previous generation PS4.\nWhat's more, AMD is reportedly getting 80% more revenue from each unit of the PS5 over the PS4. So, a combination of higher shipments and stronger revenue from each gaming console should unlock a massive revenue opportunity for the company in the long run. Not surprisingly, analysts expect AMD to deliver almost 30% annual earnings growth over the next five years -- making it a top growth stock where one can park $5,000 right now, given that it is trading at less than 28 times forward earnings.\n2. NVIDIA\nNVIDIA has come a long way in the past five years. The chipmaker has branched out into several fast-growing applications such as data centers, artificial intelligence, autonomous cars, and 5G wireless networks from supplying graphics cards for gaming PCs.\nNVDA DATA BY YCHARTS\nGaming continues to be NVIDIA's biggest source of revenue, accounting for 46% of its top line last fiscal year. The segment's revenue was up 41% in fiscal 2021 to $7.7 billion, thanks to the launch of NVIDIA's new RTX 30 series graphics cards, which have set the sales charts on fire by triggering a massive upgrade cycle.\nNVIDIA estimates that 85% of its installed base is yet to upgrade to the RTX series cards, which pack a huge performance bump at aggressive price points over prior generation cards. That's a huge opportunity, as NVIDIA's installed base of gaming graphics cards stands at 140 million. More importantly, the company's new GPUs are driving an increase in the average selling price (ASP).\nThe latest Ampere-based GPUs recorded an ASP of $360 in the first six months of their launch thanks to an increase in the proportion of customers buying higher-priced cards. That's 20% higher than the previous generation Turing cards that had an ASP of $300 in the initial six months, and well above the $245 ASP of the Pascal cards that were released five years ago.\nIMAGE SOURCE: GETTY IMAGES.\nSo, NVIDIA's gaming business could keep growing at a terrific pace over the next five years thanks to a combination of strong volumes and improved pricing. Jon Peddie Research estimates that 41.5 million discrete GPUs were sold in 2020, and NVIDIA dominated this market with a share of 82% at the end of the year. This bodes well for NVIDIA's future, as the GPU market is expected to clock annual growth of nearly 34% through 2027 as per third-party estimates.\nBeyond gaming, NVIDIA is sitting on huge opportunities in nascent markets such as self-driving cars. The company has struck several partnerships in this space and has already lined up automotive design wins worth $8 billion for the next five years. This figure could keep growing thanks to NVIDIA's solid product roadmap, which indicates that it is working on more powerful self-driving platforms that should hit the market in the coming years.\nThrow in the fact that NVIDIA's terrific growth in the data center market won't be fading any time soon, and investors will have one more reason to hold on to this tech titan. The data center business generated $6.7 billion in revenue in FY21, up 124% year over year. It accounted for 40% of the total revenue. NVIDIA is now branching out into new areas to ensure that this business keeps growing at elevated rates.\nIt recently announced the Grace CPU, a server processor that's expected to go on sale in 2023. This would be new territory for NVIDIA, and success here could supercharge the company's data center business, as the server processor market is expected to be worth $19 billion by 2023.\nSo, NVIDIA still has a lot of room for growth. Analysts forecast 20%-plus annual earnings growth for the next five years, though NVIDIA could do better if the new opportunities it is attacking bear fruit. In all, NVIDIA looks like a top stock where investors can park $5,000, as it is set for multi-year growth and trades at an attractive 36 times forward earnings as compared to 2020's average multiple of 46.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108745655,"gmtCreate":1620058030377,"gmtModify":1704338070559,"author":{"id":"3580382876614706","authorId":"3580382876614706","authorIdStr":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580382876614706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Buying more&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Buying more&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$Buying 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man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/834440069","repostId":"2162084199","repostType":2,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}