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Niceguy99

Niceguy99

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2023-08-23

Great ariticle, would you like to share it?

@ToughCoyote:Last week, $Bilibili Inc.(BILI)$ and $BILIBILI-W(09626)$ released its financial report. Advertising revenue as one of the few highlights has aroused heated discussion and even some visions for the future. However, investment is to vote with money, and it is useless to use a mouth. The reality is reflected in the stock price of the small broken station. I have been saying before that don't pay too much attention to/analyze the quarterly performance of a stock. The first element of investment is the business model, not whether the enterprise has made more money in a few months. So, is the business model of the small broken station good? Let's st

2023-08-23

Great ariticle, would you like to share it?

@Bull stock starting point:(Analyze ~ AMD) Trend Interval Evaluation

2023-08-23

Great ariticle, would you like to share it?

@Bull stock starting point:(Analyze ~ AMD) Trend Interval Evaluation

2023-08-23

Great ariticle, would you like to share it?

@HueFin News: Unveiling The Ultimate Nvidia Stock Trade Ahead Of Earnings - NVDA Stock Prediction

2023-08-23

Great ariticle, would you like to share it?

@TigerOptions:☕ Is this Brewing Challenges or Success?

2023-08-23

👍🏻👍🏻👍🏻

2022-04-11

Awhile say buy then awhile say sell. Shit post lol

2 Reasons to Sell AMC Entertainment

2021-09-23

Can we see $30 soon?

2021-09-23

$BEST Inc(BEST)$To the moon

2021-09-23

$BEST Inc(BEST)$Best best best

2021-09-19

Huat huat

2021-09-14

Suddenly Chiong

2021-09-14

$Tesla Motors(TSLA)$Gogogo

2021-09-14

$DiDi Global Inc.(DIDI)$When u going up?

2021-09-12

Stonk

2021-09-12

Like pls

Why Apple’s Risk Is Limited

2021-09-10

:):):)

2021-09-09

$BEST Inc(BEST)$Up up up

2021-09-06

$Walt Disney(DIS)$Thank you tiger

2021-09-06

$GEO ENERGY RESOURCES LIMITED(RE4.SI)$:3

Go to Tiger App to see more news

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However, investment is to vote with money, and it is useless to use a mouth. The reality is reflected in the stock price of the small broken station. I have been saying before that don't pay too much attention to/analyze the quarterly performance of a stock. The first element of investment is the business model, not whether the enterprise has made more money in a few months. So, is the business model of the small broken station good? Let's st","text":"Last week, $Bilibili Inc.(BILI)$ and $BILIBILI-W(09626)$ released its financial report. Advertising revenue as one of the few highlights has aroused heated discussion and even some visions for the future. However, investment is to vote with money, and it is useless to use a mouth. The reality is reflected in the stock price of the small broken station. I have been saying before that don't pay too much attention to/analyze the quarterly performance of a stock. 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Let's st","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211359511687424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211939917783160,"gmtCreate":1692774180773,"gmtModify":1692774184265,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211939917783160","repostId":"211766905843848","repostType":1,"repost":{"id":211766905843848,"gmtCreate":1692731794099,"gmtModify":1692739133766,"author":{"id":"4155754641235502","authorId":"4155754641235502","name":"Bull stock starting point","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155754641235502","idStr":"4155754641235502"},"themes":[],"title":"(Analyze ~ AMD) Trend Interval Evaluation","htmlText":"AMD AMD, short for Advanced Micro Devices, is an American semiconductor manufacturing company that mainly produces processors, graphics cards and other electronic devices. Here are the trends for AMD: 1. Technological innovation: AMD has made many technological breakthroughs in the field of processors and graphics cards, such as the launch of the first 7nm process processor and the latest RDNA graphics card architecture. These innovations allow AMD to offer higher-performance, lower-power products against rivals Intel and NVIDIA. 2. Market share growth: AMD has gained market share in the processor market in recent years. Its Ryzen series processors are well received, achieving performance and reliability comparable to Intel. This has allowed AMD to achieve some success in the consumer and","listText":"AMD AMD, short for Advanced Micro Devices, is an American semiconductor manufacturing company that mainly produces processors, graphics cards and other electronic devices. Here are the trends for AMD: 1. 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Technological innovation: AMD has made many technological breakthroughs in the field of processors and graphics cards, such as the launch of the first 7nm process processor and the latest RDNA graphics card architecture. These innovations allow AMD to offer higher-performance, lower-power products against rivals Intel and NVIDIA. 2. Market share growth: AMD has gained market share in the processor market in recent years. Its Ryzen series processors are well received, achieving performance and reliability comparable to Intel. This has allowed AMD to achieve some success in the consumer and","images":[{"img":"https://community-static.tradeup.com/news/4387870424ff0eb314f070282b2d3c0f","width":"714","height":"354"},{"img":"https://community-static.tradeup.com/news/9b325ccbbbe704d6709b52171891e8ee","width":"1550","height":"753"},{"img":"https://community-static.tradeup.com/news/40bf6f093b49e53506fb1d39588a321f","width":"1564","height":"757"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211766905843848","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2773,"gmtBegin":1692731794083,"gmtEnd":1693336433880,"type":1,"upper":1,"title":"Your opinion","choices":[{"id":10363,"sort":1,"name":"1.Continue to rise","userSize":43,"voted":false},{"id":10364,"sort":2,"name":"2. 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Technological innovation: AMD has made many technological breakthroughs in the field of processors and graphics cards, such as the launch of the first 7nm process processor and the latest RDNA graphics card architecture. These innovations allow AMD to offer higher-performance, lower-power products against rivals Intel and NVIDIA. 2. Market share growth: AMD has gained market share in the processor market in recent years. Its Ryzen series processors are well received, achieving performance and reliability comparable to Intel. This has allowed AMD to achieve some success in the consumer and","text":"AMD AMD, short for Advanced Micro Devices, is an American semiconductor manufacturing company that mainly produces processors, graphics cards and other electronic devices. Here are the trends for AMD: 1. Technological innovation: AMD has made many technological breakthroughs in the field of processors and graphics cards, such as the launch of the first 7nm process processor and the latest RDNA graphics card architecture. These innovations allow AMD to offer higher-performance, lower-power products against rivals Intel and NVIDIA. 2. Market share growth: AMD has gained market share in the processor market in recent years. Its Ryzen series processors are well received, achieving performance and reliability comparable to Intel. 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Oscillating down","userSize":22,"voted":false}]},"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211939843240192,"gmtCreate":1692774165827,"gmtModify":1692774169187,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211939843240192","repostId":"211471529934880","repostType":1,"repost":{"id":211471529934880,"gmtCreate":1692652376094,"gmtModify":1692654305364,"author":{"id":"10000000000010714","authorId":"10000000000010714","name":"HueFin News","avatar":"https://community-static.tradeup.com/news/525ab01de57ae269d24770433c37e0ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010714","idStr":"10000000000010714"},"themes":[],"htmlText":"\n \n \n  Unveiling The Ultimate Nvidia Stock Trade Ahead Of Earnings - NVDA Stock Prediction\n \n","listText":"Unveiling The Ultimate Nvidia Stock Trade Ahead Of Earnings - NVDA Stock Prediction","text":"Unveiling The Ultimate Nvidia Stock Trade Ahead Of Earnings - NVDA Stock Prediction","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211471529934880","isVote":1,"tweetType":2,"object":{"id":"1db853f1e26d4c0dbfb66afc26597cc2","tweetId":"211471529934880","title":"Unveiling The Ultimate Nvidia Stock Trade Ahead Of Earnings - NVDA Stock Prediction","videoUrl":"http://v.tigerbbs.com/16926523701539fa4320edc779053aa12cc325e0ef586.mp4","poster":"https://static.tigerbbs.com/1504a3bc4e24e1adeb615d349ca21b10","shareLink":"http://v.tigerbbs.com/16926523701539fa4320edc779053aa12cc325e0ef586.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211940420284520,"gmtCreate":1692774153289,"gmtModify":1692774156911,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211940420284520","repostId":"211358650155136","repostType":1,"repost":{"id":211358650155136,"gmtCreate":1692632121191,"gmtModify":1692633383911,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"☕ Is this Brewing Challenges or Success?","htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$Starbucks(SBUX)$</a>, a global coffee giant, is a prominent player in the fast-casual dining scene. With recent courtroom battles and commendable financial achievements, the coffee giant's journey through highs and lows showcases its resilience and strategic prowess. Let’s delve into Starbucks' legal challenges and financial triumphs, shedding light on its ability to navigate a complex business landscape. Starbucks Ordered to Pay $2.7 Million in Damages A recent court ruling has dealt Starbucks a financial blow. Stemming from a racially charged incident in 2018, the company was ordered to pay an additional $2.7 million in lost wages and tax damages to a former regional manager, Shannon Phillips, who alleged racial discrimination. This decision follow","listText":"<a href=\"https://ttm.financial/S/SBUX\">$Starbucks(SBUX)$</a>, a global coffee giant, is a prominent player in the fast-casual dining scene. With recent courtroom battles and commendable financial achievements, the coffee giant's journey through highs and lows showcases its resilience and strategic prowess. Let’s delve into Starbucks' legal challenges and financial triumphs, shedding light on its ability to navigate a complex business landscape. Starbucks Ordered to Pay $2.7 Million in Damages A recent court ruling has dealt Starbucks a financial blow. Stemming from a racially charged incident in 2018, the company was ordered to pay an additional $2.7 million in lost wages and tax damages to a former regional manager, Shannon Phillips, who alleged racial discrimination. This decision follow","text":"$Starbucks(SBUX)$, a global coffee giant, is a prominent player in the fast-casual dining scene. With recent courtroom battles and commendable financial achievements, the coffee giant's journey through highs and lows showcases its resilience and strategic prowess. Let’s delve into Starbucks' legal challenges and financial triumphs, shedding light on its ability to navigate a complex business landscape. Starbucks Ordered to Pay $2.7 Million in Damages A recent court ruling has dealt Starbucks a financial blow. Stemming from a racially charged incident in 2018, the company was ordered to pay an additional $2.7 million in lost wages and tax damages to a former regional manager, Shannon Phillips, who alleged racial discrimination. This decision follow","images":[{"img":"https://community-static.tradeup.com/news/2fe50b063e3f5ee646dfd7de5917261c","width":"604","height":"604"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211358650155136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":211940247846936,"gmtCreate":1692774096249,"gmtModify":1692774101866,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/211940247846936","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014259824,"gmtCreate":1649672898597,"gmtModify":1676534548540,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Awhile say buy then awhile say sell. Shit post lol","listText":"Awhile say buy then awhile say sell. Shit post lol","text":"Awhile say buy then awhile say sell. Shit post lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014259824","repostId":"2226503240","repostType":2,"repost":{"id":"2226503240","pubTimestamp":1649646387,"share":"https://ttm.financial/m/news/2226503240?lang=&edition=fundamental","pubTime":"2022-04-11 11:06","market":"us","language":"en","title":"2 Reasons to Sell AMC Entertainment","url":"https://stock-news.laohu8.com/highlight/detail?id=2226503240","media":"Motley Fool","summary":"This struggling movie theater operator may have more downside ahead.","content":"<html><head></head><body><p>Down by a whopping 31% to $18 year to date, the <b>AMC Entertainment</b> bubble is finally deflating. But the pain may be just beginning. The company&#39;s financials continue to struggle, and management is making questionable decisions with shareholder capital. Let&#39;s dig deeper. </p><h2>1. Management might be losing touch</h2><p>Led by CEO Adam Aron, AMC Entertainment has navigated the coronavirus pandemic, which devastated its operations amid lockdowns and movie release delays in 2020 and 2021. The company has also embraced the community of meme traders who flocked to its stock by accepting volatile assets like <b>Dogecoin</b> and <b>Shiba Inu</b> as payment. But now, management seems to have taken things too far. </p><p>In March, the company purchased a 22% stake in near-bankrupt gold mining company <b>Hycroft Mining</b> for $27.9 million. According to Aron, Hycroft is in a position similar to where AMC was during its crisis, boasting solid assets despite liquidity challenges. Management suggests this deal could be the first of many future investments in distressed assets. But this could be bad news for AMC&#39;s shareholders.  </p><p>AMC is speculating in industries that have nothing to do with its expertise in movie theater operations. So it is unclear what assistance it will be able to give these companies (aside from a hype-driven boost to their share prices). And while management may believe they skirted bankruptcy because of their skill, it arguably has more to do with the meme stock movement that boosted the company&#39;s stock price and gave it leeway to dilute investors for much-needed capital. </p><h2>2. AMC&#39;s financials are still weak</h2><p>AMC&#39;s new strategy is risky, especially considering its weak balance sheet. Despite seeing fourth-quarter revenue rebound from $162.5 million to $1.2 billion year over year, it owes $5.4 billion in corporate borrowings compared to having just $1.6 billion in cash and equivalents. And the company isn&#39;t profitable yet, reporting a net loss of $134 million in the period. </p><p>With pressing challenges in AMC&#39;s core business, it looks foolhardy for the company to use its much-needed cash to invest in inherently risky near-bankrupt companies. Investors could pay the price of this through continued equity dilution, which has already ravaged the company over the last few years. </p><p>AMC&#39;s average shares outstanding soared 237% to roughly 514 million between 2020 and 2021. And the dilution could continue if the company needs to raise capital to fund more investments. Equity dilution can hurt investors by reducing their ownership of the company and their claim to its earnings, especially if the new capital is not used to create value. </p><h2>A meme stock holding company?</h2><p>Inspired by its narrow escape from bankruptcy, AMC may be transitioning to a holding company that invests in distressed stocks in addition to its movie theater business. This strategy looks risky because of AMC&#39;s weak balance sheet and lack of expertise in industries outside of movie theater operations. Investors could face significant equity dilution as management pivots to this questionable new strategy. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons to Sell AMC Entertainment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons to Sell AMC Entertainment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/10/2-reasons-to-sell-amc-entertainment/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down by a whopping 31% to $18 year to date, the AMC Entertainment bubble is finally deflating. But the pain may be just beginning. The company's financials continue to struggle, and management is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/10/2-reasons-to-sell-amc-entertainment/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","AMC":"AMC院线","BK4108":"电影和娱乐"},"source_url":"https://www.fool.com/investing/2022/04/10/2-reasons-to-sell-amc-entertainment/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226503240","content_text":"Down by a whopping 31% to $18 year to date, the AMC Entertainment bubble is finally deflating. But the pain may be just beginning. The company's financials continue to struggle, and management is making questionable decisions with shareholder capital. Let's dig deeper. 1. Management might be losing touchLed by CEO Adam Aron, AMC Entertainment has navigated the coronavirus pandemic, which devastated its operations amid lockdowns and movie release delays in 2020 and 2021. The company has also embraced the community of meme traders who flocked to its stock by accepting volatile assets like Dogecoin and Shiba Inu as payment. But now, management seems to have taken things too far. In March, the company purchased a 22% stake in near-bankrupt gold mining company Hycroft Mining for $27.9 million. According to Aron, Hycroft is in a position similar to where AMC was during its crisis, boasting solid assets despite liquidity challenges. Management suggests this deal could be the first of many future investments in distressed assets. But this could be bad news for AMC's shareholders.  AMC is speculating in industries that have nothing to do with its expertise in movie theater operations. So it is unclear what assistance it will be able to give these companies (aside from a hype-driven boost to their share prices). And while management may believe they skirted bankruptcy because of their skill, it arguably has more to do with the meme stock movement that boosted the company's stock price and gave it leeway to dilute investors for much-needed capital. 2. AMC's financials are still weakAMC's new strategy is risky, especially considering its weak balance sheet. Despite seeing fourth-quarter revenue rebound from $162.5 million to $1.2 billion year over year, it owes $5.4 billion in corporate borrowings compared to having just $1.6 billion in cash and equivalents. And the company isn't profitable yet, reporting a net loss of $134 million in the period. With pressing challenges in AMC's core business, it looks foolhardy for the company to use its much-needed cash to invest in inherently risky near-bankrupt companies. Investors could pay the price of this through continued equity dilution, which has already ravaged the company over the last few years. AMC's average shares outstanding soared 237% to roughly 514 million between 2020 and 2021. And the dilution could continue if the company needs to raise capital to fund more investments. Equity dilution can hurt investors by reducing their ownership of the company and their claim to its earnings, especially if the new capital is not used to create value. A meme stock holding company?Inspired by its narrow escape from bankruptcy, AMC may be transitioning to a holding company that invests in distressed stocks in addition to its movie theater business. This strategy looks risky because of AMC's weak balance sheet and lack of expertise in industries outside of movie theater operations. Investors could face significant equity dilution as management pivots to this questionable new strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863116311,"gmtCreate":1632363570733,"gmtModify":1676530763736,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Can we see $30 soon?","listText":"Can we see $30 soon?","text":"Can we see $30 soon?","images":[{"img":"https://static.tigerbbs.com/645b41b479d81483ebc56dd518ee5fa2","width":"1125","height":"3373"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863116311","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":863118546,"gmtCreate":1632363510485,"gmtModify":1676530763721,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEST\">$BEST Inc(BEST)$</a>To the moon","listText":"<a href=\"https://laohu8.com/S/BEST\">$BEST Inc(BEST)$</a>To the moon","text":"$BEST Inc(BEST)$To the moon","images":[{"img":"https://static.tigerbbs.com/a137589cc69216e230a19714a389e647","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863118546","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":863085025,"gmtCreate":1632335602367,"gmtModify":1676530755766,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEST\">$BEST Inc(BEST)$</a>Best best best&nbsp;","listText":"<a href=\"https://laohu8.com/S/BEST\">$BEST Inc(BEST)$</a>Best best best&nbsp;","text":"$BEST Inc(BEST)$Best best best","images":[{"img":"https://static.tigerbbs.com/55728a836a5911c622ac12be6bbdadaa","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/863085025","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887355128,"gmtCreate":1631981250464,"gmtModify":1676530682043,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Huat huat","listText":"Huat huat","text":"Huat 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Motors(TSLA)$Gogogo","images":[{"img":"https://static.tigerbbs.com/95e1fc91c395aec2605e82d9460ebcb9","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886686201","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886381818,"gmtCreate":1631552481234,"gmtModify":1676530574649,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>When u going up?","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>When u going up?","text":"$DiDi Global Inc.(DIDI)$When u going up?","images":[{"img":"https://static.tigerbbs.com/d4eba62659c91b3cd2774a6ad08e10ac","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886381818","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881464842,"gmtCreate":1631378346486,"gmtModify":1676530538688,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Stonk","listText":"Stonk","text":"Stonk","images":[{"img":"https://static.tigerbbs.com/d518a47f84fb548331e943c507b472ee","width":"1125","height":"3373"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881464842","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":881465817,"gmtCreate":1631378205439,"gmtModify":1676530538666,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/881465817","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</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 Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883340314,"gmtCreate":1631207098338,"gmtModify":1676530497398,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":":):):)","listText":":):):)","text":":):):)","images":[{"img":"https://static.tigerbbs.com/dda3ce2653bea31107b5cc5ae206d552","width":"1125","height":"3115"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883340314","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883307633,"gmtCreate":1631199670622,"gmtModify":1676530495551,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEST\">$BEST Inc(BEST)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/BEST\">$BEST Inc(BEST)$</a>Up up up","text":"$BEST Inc(BEST)$Up up up","images":[{"img":"https://static.tigerbbs.com/dd8941c9aa2a5d9131a4416bd026deca","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883307633","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":817662204,"gmtCreate":1630942506908,"gmtModify":1676530425868,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Thank you tiger&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>Thank you tiger&nbsp;","text":"$Walt Disney(DIS)$Thank you tiger","images":[{"img":"https://static.tigerbbs.com/3396bd05af3ce9cf6f8e6f2586370444","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817662204","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814411455,"gmtCreate":1630858205277,"gmtModify":1676530407224,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580703292112327","idStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RE4.SI\">$GEO ENERGY RESOURCES LIMITED(RE4.SI)$</a>:3","listText":"<a href=\"https://laohu8.com/S/RE4.SI\">$GEO ENERGY RESOURCES LIMITED(RE4.SI)$</a>:3","text":"$GEO ENERGY RESOURCES LIMITED(RE4.SI)$:3","images":[{"img":"https://static.tigerbbs.com/c0fea4057aaf550414e55d82edf3bade","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814411455","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":881465817,"gmtCreate":1631378205439,"gmtModify":1676530538666,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/881465817","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</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 Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170460561,"gmtCreate":1626446126453,"gmtModify":1703760405669,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"Motley Fool is sponsored by Citedel and Melvin Capital, what do you expect?","listText":"Motley Fool is sponsored by Citedel and Melvin Capital, what do you expect?","text":"Motley Fool is sponsored by Citedel and Melvin Capital, what do you expect?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170460561","repostId":"2151450981","repostType":4,"repost":{"id":"2151450981","pubTimestamp":1626442140,"share":"https://ttm.financial/m/news/2151450981?lang=&edition=fundamental","pubTime":"2021-07-16 21:29","market":"us","language":"en","title":"It's Game Over for AMC, but These Stocks Can Still Go to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=2151450981","media":"Motley Fool","summary":"Retail investors looking for businesses with tangible growth prospects should consider buying this trio of companies.","content":"<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.</p>\n<p>The handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain <b>AMC Entertainment</b> (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.</p>\n<h2>Wall Street and investors are wising up to the AMC pump-and-dump scheme</h2>\n<p>Unfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"</p>\n<p>The bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.</p>\n<p>Prior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:</p>\n<ul>\n <li>Nowhere near the peak sales produced before the pandemic.</li>\n <li>Losing money hand over fist, compared to being profitable prior to the pandemic.</li>\n <li>Contending with billions of dollars in additional debt.</li>\n <li>Carrying around $473 million in deferred rental obligations, as of the end of March.</li>\n <li>Clearly losing revenue to streaming competitors (e.g., <b>Walt Disney</b>'s Disney+ garnering $60 million in debut weekend revenue for <i>Black Widow</i>).</li>\n</ul>\n<p>To boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:</p>\n<ul>\n <li>Shares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.</li>\n <li>Buying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.</li>\n</ul>\n<p>It may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.</p>\n<h2>This trio of stocks can go to the moon</h2>\n<p>The good news is that there <i>are</i> companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.</p>\n<h2>Sea Limited</h2>\n<p>Don't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based <b>Sea Limited</b> (NYSE:SE) has three rapidly growing operating segments that could make investors rich.</p>\n<p>For the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.</p>\n<p>Over the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.</p>\n<p>Thirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.</p>\n<h2>Skillz</h2>\n<p>Another high-growth stock that could eventually go to the moon is esports and gaming company <b>Skillz</b> (NYSE:SKLZ).</p>\n<p>Admittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.</p>\n<p>When the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.</p>\n<p>Skillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.</p>\n<p>Though Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A final stock that can go to the moon is U.S. marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF). According to <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.</p>\n<p>Whereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.</p>\n<p>But make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest has a focus on five states, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.</p>\n<p>However, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Game Over for AMC, but These Stocks Can Still Go to the Moon</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\">\nIt's Game Over for AMC, but These Stocks Can Still Go to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","SKLZ":"Skillz Inc","AMC":"AMC院线","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151450981","content_text":"When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.\nThe handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain AMC Entertainment (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.\nWall Street and investors are wising up to the AMC pump-and-dump scheme\nUnfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"\nThe bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.\nPrior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:\n\nNowhere near the peak sales produced before the pandemic.\nLosing money hand over fist, compared to being profitable prior to the pandemic.\nContending with billions of dollars in additional debt.\nCarrying around $473 million in deferred rental obligations, as of the end of March.\nClearly losing revenue to streaming competitors (e.g., Walt Disney's Disney+ garnering $60 million in debut weekend revenue for Black Widow).\n\nTo boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:\n\nShares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.\nBuying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.\n\nIt may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.\nThis trio of stocks can go to the moon\nThe good news is that there are companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.\nSea Limited\nDon't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based Sea Limited (NYSE:SE) has three rapidly growing operating segments that could make investors rich.\nFor the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.\nOver the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.\nThirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.\nSkillz\nAnother high-growth stock that could eventually go to the moon is esports and gaming company Skillz (NYSE:SKLZ).\nAdmittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.\nWhen the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.\nSkillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.\nThough Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.\nTrulieve Cannabis\nA final stock that can go to the moon is U.S. marijuana stock Trulieve Cannabis (OTC:TCNNF). According to New Frontier Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.\nWhereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.\nBut make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator Harvest Health & Recreation (OTC:HRVSF). Harvest has a focus on five states, one of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.\nHowever, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170544561,"gmtCreate":1626444103053,"gmtModify":1703760316790,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"Game over AMC post sponsored by citedal and Melvin capital&nbsp;","listText":"Game over AMC post sponsored by citedal and Melvin capital&nbsp;","text":"Game over AMC post sponsored by citedal and Melvin capital","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/170544561","repostId":"2151450981","repostType":4,"repost":{"id":"2151450981","pubTimestamp":1626442140,"share":"https://ttm.financial/m/news/2151450981?lang=&edition=fundamental","pubTime":"2021-07-16 21:29","market":"us","language":"en","title":"It's Game Over for AMC, but These Stocks Can Still Go to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=2151450981","media":"Motley Fool","summary":"Retail investors looking for businesses with tangible growth prospects should consider buying this trio of companies.","content":"<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.</p>\n<p>The handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain <b>AMC Entertainment</b> (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.</p>\n<h2>Wall Street and investors are wising up to the AMC pump-and-dump scheme</h2>\n<p>Unfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"</p>\n<p>The bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.</p>\n<p>Prior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:</p>\n<ul>\n <li>Nowhere near the peak sales produced before the pandemic.</li>\n <li>Losing money hand over fist, compared to being profitable prior to the pandemic.</li>\n <li>Contending with billions of dollars in additional debt.</li>\n <li>Carrying around $473 million in deferred rental obligations, as of the end of March.</li>\n <li>Clearly losing revenue to streaming competitors (e.g., <b>Walt Disney</b>'s Disney+ garnering $60 million in debut weekend revenue for <i>Black Widow</i>).</li>\n</ul>\n<p>To boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:</p>\n<ul>\n <li>Shares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.</li>\n <li>Buying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.</li>\n</ul>\n<p>It may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.</p>\n<h2>This trio of stocks can go to the moon</h2>\n<p>The good news is that there <i>are</i> companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.</p>\n<h2>Sea Limited</h2>\n<p>Don't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based <b>Sea Limited</b> (NYSE:SE) has three rapidly growing operating segments that could make investors rich.</p>\n<p>For the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.</p>\n<p>Over the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.</p>\n<p>Thirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.</p>\n<h2>Skillz</h2>\n<p>Another high-growth stock that could eventually go to the moon is esports and gaming company <b>Skillz</b> (NYSE:SKLZ).</p>\n<p>Admittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.</p>\n<p>When the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.</p>\n<p>Skillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.</p>\n<p>Though Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.</p>\n<h2>Trulieve Cannabis</h2>\n<p>A final stock that can go to the moon is U.S. marijuana stock <b>Trulieve Cannabis</b> (OTC:TCNNF). According to <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.</p>\n<p>Whereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.</p>\n<p>But make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator <b>Harvest Health &amp; Recreation</b> (OTC:HRVSF). Harvest has a focus on five states, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.</p>\n<p>However, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Game Over for AMC, but These Stocks Can Still Go to the Moon</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\">\nIt's Game Over for AMC, but These Stocks Can Still Go to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCNNF":"Trulieve Cannabis Corporation","SKLZ":"Skillz Inc","AMC":"AMC院线","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/07/16/its-game-over-for-amc-these-stocks-can-go-to-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151450981","content_text":"When 2021 comes to a close, it'll undoubtedly be remembered for the way retail investors made their presence known on Wall Street. Despite putting their money to work in equities for more than a century, retail investors moved stock prices like never before.\nThe handful of companies these retail folks have piled into have come to be known as the \"meme stocks\" -- essentially, companies valued more for the hype they create on social media than their operating performance. At the top of the list for most meme investors is movie theater chain AMC Entertainment (NYSE:AMC), which until this past week was the top-performing stock on a year-to-date basis.\nWall Street and investors are wising up to the AMC pump-and-dump scheme\nUnfortunately, AMC doesn't look as if it'll ever be \"going to the moon.\"\nThe bull thesis for AMC, which disregards virtually all concrete fundamental data, relies on social media hype, constant misinformation, and outright lies to fuel an artificially higher share price. The problem is that Wall Street and investors are wising up to the misinformation and deceptive tactics being employed by AMC's emotionally driven retail investors, known as apes, which has resulted in AMC's shares losing 42% since June 28, with a lot more downside to go.\nPrior to the pandemic, AMC was never worth more than $3.8 billion. Today, with vaccination rates on the rise, AMC is worth $17 billion and it's:\n\nNowhere near the peak sales produced before the pandemic.\nLosing money hand over fist, compared to being profitable prior to the pandemic.\nContending with billions of dollars in additional debt.\nCarrying around $473 million in deferred rental obligations, as of the end of March.\nClearly losing revenue to streaming competitors (e.g., Walt Disney's Disney+ garnering $60 million in debut weekend revenue for Black Widow).\n\nTo boot, virtually all claims made by apes to ignite a rally in AMC's share price can be easily proved as false or misleading. Consider the following as two good examples of ongoing mistruths designed to artificially inflate AMC's share price:\n\nShares sold short have declined from around 102 million at the end of May to about 75.5 million as of the end of June, according to official (not estimated) data. Apes claiming short interest is climbing or \"shorts haven't covered\" are flat out wrong. This also severely dents the idea that \"a short squeeze is coming,\" which you'll hear echoed daily on social media without any proof or basis.\nBuying and short-selling stock has no impact whatsoever on the performance of an underlying business. This disproves the idea that short-selling bankrupts companies (a core and blatantly incorrect thesis of apes), and it also demonstrates that apes didn't save AMC. The capital that saved AMC from immediate bankruptcy came from share sales and debt issuances in 2020 and early January. Operating performance, not buying and selling activity from investors, determines if a company is successful or fails.\n\nIt may be a choppy road lower, but make no mistake about it, the jig is up and we've entered the dump phase of the cycle.\nThis trio of stocks can go to the moon\nThe good news is that there are companies out there with tangible growth potential that really could go to the moon. If you allow your investment thesis to play out, all three of the following stocks can blast off.\nSea Limited\nDon't let anyone tell you large-cap stocks can't go to the moon. Despite its seemingly lofty $144 billion market cap, Singapore-based Sea Limited (NYSE:SE) has three rapidly growing operating segments that could make investors rich.\nFor the moment, Sea is generating all of its positive earnings before interest, taxes, depreciation, and amortization (EBITDA) from its gaming division. The popularity of Sea's mobile games, coupled with the pandemic keeping more people in their homes, pushed the company's quarterly active users higher by 61% in the first quarter to 649 million. More importantly, 12.3% of these users were paying to play, which is considerably higher than the industry average.\nOver the long run, e-commerce platform Shopee is what'll generate the most buzz. For example, the $12.6 billion in gross merchandise value (GMV) that was purchased on Shopee in Q1 2021 handily surpasses total GMV from all of 2018. Shopee is the most downloaded shopping app in Southeast Asia, and it's quickly gaining traction in Brazil.\nThirdly, Sea has a relatively nascent but fast-growing digital financial services segment. When the first quarter came to a close, it had more than 26 million paying mobile wallet customers. Since many of the emerging markets Sea operates in are somewhat underbanked, this digital financial services division could be a sneaky long-term growth driver.\nSkillz\nAnother high-growth stock that could eventually go to the moon is esports and gaming company Skillz (NYSE:SKLZ).\nAdmittedly, gaming is a highly competitive industry. Developing new games is a time-consuming and costly process, and there's no guarantee that a new game will be well-received. It's for all of these reasons that Skillz didn't go the traditional development route. Rather, it operates a gaming platform that allows players to compete against each other for cash prizes. Maintaining this platform doesn't cost an arm and a leg (gross margin has consistently been 95%), and both Skillz and gaming developers get to keep a cut of the cash prizes.\nWhen the first quarter came to a close, Skillz had approximately 467,000 monthly active users (MAUs) that were paying to pay on its platform. That's 17% of its MAU base. According to Wappier Gaming Apps, the conversion rate for paying gamers ranged from 1.6% to 2% in 2020. In other words, Skillz is converting casual gamers to paying members at a considerably higher rate than other gaming companies.\nSkillz also has an incredibly lucrative partnership in its back pocket. In February, it signed a multiyear agreement with the National Football League (NFL). Football is the most popular sport by a long shot in the U.S. The expectation is that we'll see NFL-themed games and competitions hitting the platform by no later than 2022.\nThough Skillz is likely to lose money through 2022 as it beefs up marketing, its insane growth potential and potentially lucrative margins can't be overlooked.\nTrulieve Cannabis\nA final stock that can go to the moon is U.S. marijuana stock Trulieve Cannabis (OTC:TCNNF). According to New Frontier Data, the U.S. pot industry could be generating north of $41 billion in annual sales by 2025.\nWhereas most U.S. multistate operators are angling to have a presence in as many legalized markets as possible, Trulieve has taken on a strategy that looked odd at first, but has paid off incredibly well. Of the 91 dispensaries it had open in early July, 85 of them were located in medical marijuana-legal Florida. By absolutely saturating the Sunshine State, Trulieve has effectively gobbled up around half of all dried cannabis flower and oils market share. At the same time, its marketing costs have been kept low, pushing the company to 13 consecutive quarters of profitability.\nBut make no mistake about it, Trulieve does have aspirations of moving beyond Florida. For instance, it recently announced the largest U.S. cannabis acquisition in history -- a $2.1 billion all-stock deal to acquire multistate operator Harvest Health & Recreation (OTC:HRVSF). Harvest has a focus on five states, one of which is Florida. This means Trulieve's presence in the Sunshine State will soon get even bigger.\nHowever, the real lure of this deal is the 15 dispensaries Harvest Health operates in its home market of Arizona, a state that legalized recreational weed in November. Trulieve shouldn't have any problem taking its Florida blueprint and applying it in other key markets. This gives it a good chance to go to the moon in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121325140,"gmtCreate":1624454843180,"gmtModify":1703837171441,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"Please like my comment ?","listText":"Please like my comment ?","text":"Please like my comment ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/121325140","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</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>Why I Believe NIO Will Beat Out Tesla</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 I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890611495,"gmtCreate":1628111608717,"gmtModify":1703501279582,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Not looking good&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Not looking good&nbsp;","text":"$AMC Entertainment(AMC)$Not looking good","images":[{"img":"https://static.tigerbbs.com/2b481f0ce4a9d2afb4d5816457a32b1d","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/890611495","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567885920148022","authorId":"3567885920148022","name":"kvlyc","avatar":"https://static.tigerbbs.com/f38d121bceca27b58c733a5028e3d1bb","crmLevel":2,"crmLevelSwitch":0,"idStr":"3567885920148022","authorIdStr":"3567885920148022"},"content":"selling at loss will look worse.","text":"selling at loss will look worse.","html":"selling at loss will look worse."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802311587,"gmtCreate":1627717617749,"gmtModify":1703495169968,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"Wow nice","listText":"Wow nice","text":"Wow nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802311587","repostId":"1137888611","repostType":4,"repost":{"id":"1137888611","pubTimestamp":1627688479,"share":"https://ttm.financial/m/news/1137888611?lang=&edition=fundamental","pubTime":"2021-07-31 07:41","market":"us","language":"en","title":"Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1137888611","media":"The Street","summary":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-","content":"<blockquote>\n NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n</blockquote>\n<p>Chinese electric vehicle stocks, including NIO&nbsp;(<b>NIO</b>) , Li Auto&nbsp;(<b>LI</b>) and Xpeng&nbsp;(<b>XPEV</b>) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.</p>\n<p>Nio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.</p>\n<p>Fear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.</p>\n<p>So it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.</p>\n<p>When it comes to U.S. EV stocks, Tesla&nbsp;(<b>TSLA</b>) -Get Report&nbsp;is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.</p>\n<p>The companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.</p>\n<p>Chief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.</p>\n<p>Volume growth will depend on the availability of other parts in the global supply chain, he said.</p>\n<p>Musk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".</p>\n<p>Tesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.</p>","source":"lsy1610613172068","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>Nio, XPeng, Li Shares Rise, as China EV Stocks Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio, XPeng, Li Shares Rise, as China EV Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"https://www.thestreet.com/investing/china-ev-stocks-rebound-nio-xpeng-li","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137888611","content_text":"NIO, Li Auto and Xpeng continued the recovery from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\n\nChinese electric vehicle stocks, including NIO (NIO) , Li Auto (LI) and Xpeng (XPEV) , continued the rebound from their July 21-27 drop Friday, even as other U.S.-listed China stocks fell.\nNio gained 4% to $44.50, Li 11% to $33.97 and Xpeng 9% to $41.38. Meanwhile, Alibaba BABA slid 2% to $195.19 and Didi DIDI 3% to $9.57.\nFear of stringent Chinese regulation is depressing non-EV stocks. But China hasn’t made much noise about cracking down on EV makers. It’s an industry the government would like to dominate.\nSo it may have no desire to put the hammer down on EV companies, and that’s likely buttressing their shares Friday.\nWhen it comes to U.S. EV stocks, Tesla (TSLA) -Get Report is the big daddy, of course. Its shares are up 5% to $677.75 Friday, leaving them up 8% for the past five days.\nThe companyposted stronger-than-expected earningsfor the second quarter Monday and said it's on track to build the first Model Y sedans from new facilities in Austin and Berlin before year-end.\nChief Executive Elon Musk, however, added in an investor call following the earnings report that the global shortage in semiconductor supplies remains \"quite serious\" and could impact production rates over the second half of the year.\nVolume growth will depend on the availability of other parts in the global supply chain, he said.\nMusk also said he would no longer participate in regular earnings calls, unless he had \"something really important to say\".\nTesla said adjusted profit for the latest quarter was $1.45 per share, creaming analysts’ consensus forecast of 98 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571959390768435","authorId":"3571959390768435","name":"stormlee","avatar":"https://static.tigerbbs.com/80629ef9648273c0d6465aee66dbd98a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571959390768435","authorIdStr":"3571959390768435"},"content":"Like and comment please","text":"Like and comment please","html":"Like and comment please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178897003,"gmtCreate":1626795615602,"gmtModify":1703765435927,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Keep holding","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Keep holding","text":"$AMC Entertainment(AMC)$Keep holding","images":[{"img":"https://static.tigerbbs.com/e3e2284ad3b950697267a6b07b644233","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178897003","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897467671,"gmtCreate":1628964192793,"gmtModify":1676529900557,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Sian","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Sian","text":"$NIO Inc.(NIO)$Sian","images":[{"img":"https://static.tigerbbs.com/2cb6271b1ba6547b07c587ed0e150aac","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897467671","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805960911,"gmtCreate":1627843218333,"gmtModify":1703496440568,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>No choice lo.&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>No choice lo.&nbsp;","text":"$DiDi Global Inc.(DIDI)$No choice lo.","images":[{"img":"https://static.tigerbbs.com/019c5cb1631f1f51f9dcb7a09ce952bc","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805960911","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157657668,"gmtCreate":1625581380754,"gmtModify":1703744336138,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>So sad lol","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>So sad lol","text":"$DiDi Global Inc.(DIDI)$So sad lol","images":[{"img":"https://static.tigerbbs.com/205b81783c5658bc69a80491be859a97","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157657668","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088560573229260","authorId":"4088560573229260","name":"66666好的","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088560573229260","authorIdStr":"4088560573229260"},"content":"It's hard to get up. Maybe it's been banned by the state all the time","text":"It's hard to get up. Maybe it's been banned by the state all the time","html":"It's hard to get up. Maybe it's been banned by the state all the time"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836684314,"gmtCreate":1629476410838,"gmtModify":1676530055340,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Sad sad","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Sad sad","text":"$Histogenics(OCGN)$Sad sad","images":[{"img":"https://static.tigerbbs.com/ea188fb2e3679b652b452af4867a121d","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836684314","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":894830568,"gmtCreate":1628815357454,"gmtModify":1676529862476,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>????","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>????","text":"$Tesla Motors(TSLA)$????","images":[{"img":"https://static.tigerbbs.com/9c3663d21064b1cb7f88955aee4b2653","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894830568","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895852560,"gmtCreate":1628734993550,"gmtModify":1676529836382,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>What happened when u try to catch a falling knife","listText":"<a href=\"https://laohu8.com/S/EDU\">$New Oriental Education &amp; Technology(EDU)$</a>What happened when u try to catch a falling knife","text":"$New Oriental Education & Technology(EDU)$What happened when u try to catch a falling knife","images":[{"img":"https://static.tigerbbs.com/29bcbbd14bee1780e44c953413da82b8","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/895852560","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494475084548793","authorId":"3494475084548793","name":"菜虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494475084548793","authorIdStr":"3494475084548793"},"content":"Will be cut? ?","text":"Will be cut? ?","html":"Will be cut? ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899288898,"gmtCreate":1628200541814,"gmtModify":1703502870944,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"I will be a happy man if this reach $9","listText":"I will be a happy man if this reach $9","text":"I will be a happy man if this reach $9","images":[{"img":"https://static.tigerbbs.com/ca5321878699e22ece2ae0bd17fb6d48","width":"1125","height":"3454"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/899288898","isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"I'll b happy for u if it reaches $9 ?","text":"I'll b happy for u if it reaches $9 ?","html":"I'll b happy for u if it reaches $9 ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155854868,"gmtCreate":1625404739054,"gmtModify":1703741354197,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155854868","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","pubTimestamp":1625363433,"share":"https://ttm.financial/m/news/1189605893?lang=&edition=fundamental","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","source":"lsy1610680873436","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>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</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\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896068029,"gmtCreate":1628541411361,"gmtModify":1703507729867,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Finally see some green","listText":"<a href=\"https://laohu8.com/S/OCGN\">$Histogenics(OCGN)$</a>Finally see some green","text":"$Histogenics(OCGN)$Finally see some 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green","images":[{"img":"https://static.tigerbbs.com/ddc36cfcb41d162853f7c8e0e6b822aa","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802318032","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"me too love green ?","text":"me too love green ?","html":"me too love green ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178894667,"gmtCreate":1626795586059,"gmtModify":1703765435279,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"GameStop&nbsp;","listText":"GameStop&nbsp;","text":"GameStop","images":[{"img":"https://static.tigerbbs.com/d2440cc337502d9b2df9bcbd9469e8e1","width":"1125","height":"3196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178894667","isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":145395398,"gmtCreate":1626188861114,"gmtModify":1703755231677,"author":{"id":"3580703292112327","authorId":"3580703292112327","name":"Niceguy99","avatar":"https://static.tigerbbs.com/e32316f3c51cc89477c494ecc8a20a65","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580703292112327","authorIdStr":"3580703292112327"},"themes":[],"htmlText":"<a 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