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2022-03-15

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2022-03-10

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Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month

2022-03-21

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2022-03-16

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INSIGHT-House Republicans who challenged Biden's win are losing lots of corporate cash

2022-03-15

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CrowdStrike Stock: Poised For Meteoric Growth, Valuation Is Getting Better

2022-03-07

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The company said earlier this month it was looking into the issue, but it has not given an update.</p> <p>Additionally, Russia's Foreign Ministry charged Meta and Google of \"inciting war\" and urged a system for accountability for the social media platforms as skirmishes between Russia and the companies wages on. </p> <p>On Friday, investment firm Tigress Financial raised its price target on Google parent company Alphabet (GOOG, GOOGL), citing artificial intelligence as a way to drive progress at the tech giant.</p> <p><figure> <picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1146031907/image_1146031907.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>5./15 WEST/iStock Unreleased via Getty Images</p></figcaption> </figure></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Russia warns YouTube to 'stop spreading threats,' running 'anti-Russian ads'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRussia warns YouTube to 'stop spreading threats,' running 'anti-Russian ads'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 02:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3815072-russia-warns-youtube-to-stop-spreading-threats-running-anti-russian-ads><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google's (NASDAQ:GOOG, NASDAQ:GOOGL) YouTube is on the receiving end of a warning from Russian regulator Roskomnadzor, as the regulator warned the video-sharing site on Friday to stop running \"anti-...</p>\n\n<a href=\"https://seekingalpha.com/news/3815072-russia-warns-youtube-to-stop-spreading-threats-running-anti-russian-ads\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4503":"景林资产持仓","GOOG":"谷歌","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","GOOGL":"谷歌A","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4538":"云计算","BK4576":"AR","TWTR":"Twitter","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4077":"互动媒体与服务"},"source_url":"https://seekingalpha.com/news/3815072-russia-warns-youtube-to-stop-spreading-threats-running-anti-russian-ads","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777897","content_text":"Google's (NASDAQ:GOOG, NASDAQ:GOOGL) YouTube is on the receiving end of a warning from Russian regulator Roskomnadzor, as the regulator warned the video-sharing site on Friday to stop running \"anti-Russian\" ads and \"spreading threats\" against its citizens. In a statement posted to its website, Roskomnadzor \"demanded\" that YouTube stop spreading threats against its citizens after it became aware of videos that have commercials to disable the railway communications of Russia and Belarus, following Russia's invasion of Ukraine last month. \"The actions of the YouTube administration are of a terrorist nature and threaten the life and health of Russian citizens,\" a translated version of the statement read. \"The spread of such appeals clearly demonstrates the anti-Russian position of the American company Google LLC,\" the statement continued, adding that the videos should stop being distributed \"as soon as possible.\" Google (GOOG, GOOGL) shares were gaining slightly more than 0.5% to $2,709.06 in mid-day trading on Friday. YouTube and Roskomnadzor could not be immediately reached for comment from Seeking Alpha. Russia recently banned access to Meta Platforms' (FB) Facebook and Instagram in the country, citing restrictions on media, noting it had seen 26 cases of discrimination against Russian media and information resources by Facebook since October 2020. As of this moment, YouTube has not been blocked in Russia, but the Roskomnadzor statement could be seen as a precursor to an eventual blockage. Twitter's (TWTR) service has intermittently stopped working in Russia. The company said earlier this month it was looking into the issue, but it has not given an update. Additionally, Russia's Foreign Ministry charged Meta and Google of \"inciting war\" and urged a system for accountability for the social media platforms as skirmishes between Russia and the companies wages on.  On Friday, investment firm Tigress Financial raised its price target on Google parent company Alphabet (GOOG, GOOGL), citing artificial intelligence as a way to drive progress at the tech giant.     5./15 WEST/iStock Unreleased via Getty Images","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032703826,"gmtCreate":1647437713131,"gmtModify":1676534229722,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032703826","repostId":"2219680737","repostType":2,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032147158,"gmtCreate":1647313760351,"gmtModify":1676534215693,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032147158","repostId":"2219273363","repostType":2,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032144049,"gmtCreate":1647313537040,"gmtModify":1676534215647,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032144049","repostId":"2219027127","repostType":2,"repost":{"id":"2219027127","pubTimestamp":1647310870,"share":"https://ttm.financial/m/news/2219027127?lang=&edition=fundamental","pubTime":"2022-03-15 10:21","market":"us","language":"en","title":"3 Beaten-Down Growth Stocks to Buy Now and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2219027127","media":"Motley Fool","summary":"Technology stocks are down across the board right now, but it's more important than ever for investors to be selective.","content":"<html><head></head><body><p>Global stock markets are suffering through a period of uncertainty that kicked off in November 2021. A mixture of high inflation, rising interest rates, and geopolitical tensions across Europe has suppressed investors&#39; appetite for risk, sending the <b>Nasdaq 100</b> technology index 20% lower, and into a technical bear market.</p><p>But it&#39;s not all bad news. For patient investors, the recent sell-off could mark a long-term buying opportunity. Three Motley Fool contributors think <b><a href=\"https://laohu8.com/S/WK\">Workiva</a></b> (NYSE:WK), <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG), and <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> (NYSE:SQ) are great candidates to buy after their steep declines in stock price. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ca2394d5e3e9741f1cac12ffbc96db5\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>A data unification powerhouse</h2><p><b>Anthony Di Pizio (Workiva): </b>Setting the steep 41% decline in its stock price aside, Workiva continues to deliver strong operational results for investors. The company&#39;s data unification platform is playing a key role in the digital economy, where more organizations are embracing remote work and require innovative tools to maintain smooth workflows.</p><p>Workiva focuses on aggregating data across dozens of different applications. Whether a team is working in <b>Microsoft</b> Office or <b>Alphabet</b>&#39;s Google Cloud, Workiva pulls the data to <a href=\"https://laohu8.com/S/AONE.U\">one</a> central location, providing management with greater visibility over employees who might be in entirely different locations. One use case for this tool is compiling regulatory filings, and Workiva currently supports over 350 Securities and Exchange Commission forms, making it a no-brainer tool for public companies. It&#39;s primarily why eight out of the world&#39;s 10 largest banks are using it.</p><p>But the company has also recently made investments in its environmental, social, and governance (ESG) reporting capabilities, as more organizations are demanding tools to help them track their sustainability initiatives.</p><p>Naturally, Workiva becomes more useful among larger workforces, which is why the company is experiencing the fastest growth among its highest-spending customers. In 2021, the portion of Workiva&#39;s customer base that spends $300,000 or more annually grew by 54% compared to 2020, trouncing the 15% growth in its customer base overall. It led to $443 million in full-year revenue, representing 26% growth from 2020, and analysts expect the company to cross the half-billion dollar mark for the first time ever in 2022.</p><p>Workiva isn&#39;t profitable just yet, because it&#39;s still investing heavily in its business to build scale. For example, it&#39;s spending 40% of its revenue on sales and marketing alone. But the company has the wind at its back when it comes to shifting workplace trends -- more organizations are offering hybrid work arrangements to attract talent, making Workiva&#39;s platform increasingly important.</p><p>In fact, some data suggests 85% of managers expect remote work to become the new normal, and that makes the recent dip in Workiva stock an attractive entry point for the next decade and beyond.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df688c77f8f69f91e1740a90a32b5797\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The leader in observability continues to dominate</h2><p><b>Jamie Louko (Datadog):</b> Shares of Datadog have been on a bumpy ride since September 2021. Shares sunk in January, but after a stellar earnings report, the company popped. However, with the stock market seemingly going nowhere but down, shares gave up those gains and are back down 35% from their all-time highs. However, Datadog&#39;s infrastructure observability and performance monitoring platform is continuing to get quickly adopted, and that did not change in the fourth quarter.</p><p>The company reported incredible revenue growth of 84% year over year in Q4 to $326 million, and this was driven by its large customers and expanding customer relationships. Its customers spending over $1 million annually jumped 114% year over year in Q4, likely helped by the fact that one-third of its customers used four or more products at the end of Q4 2021, which grew from 22% in Q4 2020. This increased engagement and usage demonstrates the major long-term tailwinds at Datadog&#39;s back with the shift to cloud infrastructure.</p><p>Another growth opportunity that Datadog has in the future is expansion into the government sector. In Q4, the company got FedRAMP Authorization, meaning it will now be able to sell its products to government entities and public sector businesses. These customers tend to have deep pockets, which means that Datadog&#39;s large customer pool could continue growing at a fast rate.</p><p>Datadog shares still trade at 38 times sales -- a high valuation, especially after the tech sell-off. Other high-growth cloud stocks like <b>Confluent</b> have slid much more: Confluent&#39;s price-to-sales multiple was in line with Datadog&#39;s in the months before the sell-off, and now its valuation has sunk to 22 times sales. However, that doesn&#39;t mean Datadog isn&#39;t worth buying today. As the cloud becomes more widespread, security and application performance monitoring will quickly become need-to-haves for businesses and government agencies, and with Datadog&#39;s leadership in the space, it will likely benefit immensely over the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0305ac5f1b03c90f270a399dbb3eaa0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Democratizing financial services</h2><p><b>Trevor Jennewine (Block): </b>Traditionally, businesses that wanted to accept payment cards have worked with banks and other financial institutions to get the necessary hardware, software, and services. But those providers almost always bundle products from different companies, which means those systems can be difficult to implement and maintain, especially for smaller businesses that lack a sizable IT team. That&#39;s where Block can make a difference.</p><p>Its Seller ecosystem is a cohesive, self-service suite of hardware, software, and services, comprising all of the tools needed to manage a business across physical and digital channels. That includes everything from point-of-sale (POS) systems and payroll software to banking products like deposit accounts and loans. Not surprisingly, Block&#39;s comprehensive approach to commerce has translated into strong adoption. In fact, sellers using four or more Square products accounted for 38% of gross profit in 2021, up from just 10% in 2016.</p><p>Block&#39;s Cash App ecosystem is built with a similar focus on simplicity, only it&#39;s designed to help consumers manage their money. Cash App blends banking and brokerage services, allowing users to send, spend, and invest money, and file their taxes from a single mobile app. In 2021, monthly active users jumped 22% to 44 million, and more than 31% of those people now use the Cash Card (a debit card linked to the mobile app) on a monthly basis, up from 26% in 2020. That&#39;s noteworthy because Cash App users generate more gross profit with each additional product they adopt.</p><p>Last year, strength across both ecosystems helped Block turn in a solid financial performance. Gross profit soared 62% to $4.4 billion, and free cash flow hit $714 million, up from $35 million in 2020. Better yet, Block is well positioned to maintain that momentum. Mid-market sellers (at least $500,000 in annual sales) now account for 37% of gross payment volume, up from 17% in 2016, and that upmarket movement bodes well for the Square ecosystem, evidencing its growing importance in the commerce industry. At the same time, the Cash App ecosystem allows Block to monetize consumers through digital payments and brokerage services for stocks and <b>Bitcoin</b>, and both should be significant tailwinds for the company.</p><p>Currently, Block is down 63%, and the stock is trading at 2.9 times sales -- its cheapest valuation in the past three years. That&#39;s why now looks like a good time to buy a few shares.</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>3 Beaten-Down Growth Stocks to Buy Now and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Growth Stocks to Buy Now and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-15 10:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/14/3-beaten-down-growth-stocks-buy-now-hold-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Global stock markets are suffering through a period of uncertainty that kicked off in November 2021. A mixture of high inflation, rising interest rates, and geopolitical tensions across Europe has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/14/3-beaten-down-growth-stocks-buy-now-hold-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SQ":"Block","BK4561":"索罗斯持仓","BK4581":"高盛持仓","ESG":"FlexShares STOXX US ESG Select Index Fund","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4106":"数据处理与外包服务","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","WK":"Workiva","BK4534":"瑞士信贷持仓","GOOG":"谷歌","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","DDOG":"Datadog","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/03/14/3-beaten-down-growth-stocks-buy-now-hold-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219027127","content_text":"Global stock markets are suffering through a period of uncertainty that kicked off in November 2021. A mixture of high inflation, rising interest rates, and geopolitical tensions across Europe has suppressed investors' appetite for risk, sending the Nasdaq 100 technology index 20% lower, and into a technical bear market.But it's not all bad news. For patient investors, the recent sell-off could mark a long-term buying opportunity. Three Motley Fool contributors think Workiva (NYSE:WK), Datadog (NASDAQ:DDOG), and Block (NYSE:SQ) are great candidates to buy after their steep declines in stock price. Here's why.Image source: Getty Images.A data unification powerhouseAnthony Di Pizio (Workiva): Setting the steep 41% decline in its stock price aside, Workiva continues to deliver strong operational results for investors. The company's data unification platform is playing a key role in the digital economy, where more organizations are embracing remote work and require innovative tools to maintain smooth workflows.Workiva focuses on aggregating data across dozens of different applications. Whether a team is working in Microsoft Office or Alphabet's Google Cloud, Workiva pulls the data to one central location, providing management with greater visibility over employees who might be in entirely different locations. One use case for this tool is compiling regulatory filings, and Workiva currently supports over 350 Securities and Exchange Commission forms, making it a no-brainer tool for public companies. It's primarily why eight out of the world's 10 largest banks are using it.But the company has also recently made investments in its environmental, social, and governance (ESG) reporting capabilities, as more organizations are demanding tools to help them track their sustainability initiatives.Naturally, Workiva becomes more useful among larger workforces, which is why the company is experiencing the fastest growth among its highest-spending customers. In 2021, the portion of Workiva's customer base that spends $300,000 or more annually grew by 54% compared to 2020, trouncing the 15% growth in its customer base overall. It led to $443 million in full-year revenue, representing 26% growth from 2020, and analysts expect the company to cross the half-billion dollar mark for the first time ever in 2022.Workiva isn't profitable just yet, because it's still investing heavily in its business to build scale. For example, it's spending 40% of its revenue on sales and marketing alone. But the company has the wind at its back when it comes to shifting workplace trends -- more organizations are offering hybrid work arrangements to attract talent, making Workiva's platform increasingly important.In fact, some data suggests 85% of managers expect remote work to become the new normal, and that makes the recent dip in Workiva stock an attractive entry point for the next decade and beyond.Image source: Getty Images.The leader in observability continues to dominateJamie Louko (Datadog): Shares of Datadog have been on a bumpy ride since September 2021. Shares sunk in January, but after a stellar earnings report, the company popped. However, with the stock market seemingly going nowhere but down, shares gave up those gains and are back down 35% from their all-time highs. However, Datadog's infrastructure observability and performance monitoring platform is continuing to get quickly adopted, and that did not change in the fourth quarter.The company reported incredible revenue growth of 84% year over year in Q4 to $326 million, and this was driven by its large customers and expanding customer relationships. Its customers spending over $1 million annually jumped 114% year over year in Q4, likely helped by the fact that one-third of its customers used four or more products at the end of Q4 2021, which grew from 22% in Q4 2020. This increased engagement and usage demonstrates the major long-term tailwinds at Datadog's back with the shift to cloud infrastructure.Another growth opportunity that Datadog has in the future is expansion into the government sector. In Q4, the company got FedRAMP Authorization, meaning it will now be able to sell its products to government entities and public sector businesses. These customers tend to have deep pockets, which means that Datadog's large customer pool could continue growing at a fast rate.Datadog shares still trade at 38 times sales -- a high valuation, especially after the tech sell-off. Other high-growth cloud stocks like Confluent have slid much more: Confluent's price-to-sales multiple was in line with Datadog's in the months before the sell-off, and now its valuation has sunk to 22 times sales. However, that doesn't mean Datadog isn't worth buying today. As the cloud becomes more widespread, security and application performance monitoring will quickly become need-to-haves for businesses and government agencies, and with Datadog's leadership in the space, it will likely benefit immensely over the coming years.Image source: Getty Images.Democratizing financial servicesTrevor Jennewine (Block): Traditionally, businesses that wanted to accept payment cards have worked with banks and other financial institutions to get the necessary hardware, software, and services. But those providers almost always bundle products from different companies, which means those systems can be difficult to implement and maintain, especially for smaller businesses that lack a sizable IT team. That's where Block can make a difference.Its Seller ecosystem is a cohesive, self-service suite of hardware, software, and services, comprising all of the tools needed to manage a business across physical and digital channels. That includes everything from point-of-sale (POS) systems and payroll software to banking products like deposit accounts and loans. Not surprisingly, Block's comprehensive approach to commerce has translated into strong adoption. In fact, sellers using four or more Square products accounted for 38% of gross profit in 2021, up from just 10% in 2016.Block's Cash App ecosystem is built with a similar focus on simplicity, only it's designed to help consumers manage their money. Cash App blends banking and brokerage services, allowing users to send, spend, and invest money, and file their taxes from a single mobile app. In 2021, monthly active users jumped 22% to 44 million, and more than 31% of those people now use the Cash Card (a debit card linked to the mobile app) on a monthly basis, up from 26% in 2020. That's noteworthy because Cash App users generate more gross profit with each additional product they adopt.Last year, strength across both ecosystems helped Block turn in a solid financial performance. Gross profit soared 62% to $4.4 billion, and free cash flow hit $714 million, up from $35 million in 2020. Better yet, Block is well positioned to maintain that momentum. Mid-market sellers (at least $500,000 in annual sales) now account for 37% of gross payment volume, up from 17% in 2016, and that upmarket movement bodes well for the Square ecosystem, evidencing its growing importance in the commerce industry. At the same time, the Cash App ecosystem allows Block to monetize consumers through digital payments and brokerage services for stocks and Bitcoin, and both should be significant tailwinds for the company.Currently, Block is down 63%, and the stock is trading at 2.9 times sales -- its cheapest valuation in the past three years. That's why now looks like a good time to buy a few shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038781237,"gmtCreate":1646917882753,"gmtModify":1676534176720,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038781237","repostId":"1133495712","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031407394,"gmtCreate":1646629805636,"gmtModify":1676534145283,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031407394","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9032144049,"gmtCreate":1647313537040,"gmtModify":1676534215647,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582060276042540","authorIdStr":"3582060276042540"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032144049","repostId":"2219027127","repostType":2,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038781237,"gmtCreate":1646917882753,"gmtModify":1676534176720,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582060276042540","authorIdStr":"3582060276042540"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038781237","repostId":"1133495712","repostType":4,"repost":{"id":"1133495712","pubTimestamp":1646917591,"share":"https://ttm.financial/m/news/1133495712?lang=&edition=fundamental","pubTime":"2022-03-10 21:06","market":"us","language":"en","title":"Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1133495712","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir T","content":"<html><head></head><body><p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm&#39;s swiftest exists from a stock it was bullish on just over a month ago.</p><p>Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration &amp; Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.</p><p>For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.</p><p>The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.</p><p>Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.</p><p>It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.</p><p>“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.</p><p>“It&#39;s an interesting company .. the technology is super interesting and we&#39;re very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”</p><p>Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.</p><p></p><p></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133495712","content_text":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it was bullish on just over a month ago.Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration & Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.“It's an interesting company .. the technology is super interesting and we're very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034103123,"gmtCreate":1647821344409,"gmtModify":1676534268099,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582060276042540","authorIdStr":"3582060276042540"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034103123","repostId":"2220777897","repostType":2,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032703826,"gmtCreate":1647437713131,"gmtModify":1676534229722,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582060276042540","authorIdStr":"3582060276042540"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032703826","repostId":"2219680737","repostType":2,"repost":{"id":"2219680737","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647424800,"share":"https://ttm.financial/m/news/2219680737?lang=&edition=fundamental","pubTime":"2022-03-16 18:00","market":"us","language":"en","title":"INSIGHT-House Republicans who challenged Biden's win are losing lots of corporate cash","url":"https://stock-news.laohu8.com/highlight/detail?id=2219680737","media":"Reuters","summary":"By Jason Lange and Andy Sullivan   WASHINGTON, March 16 (Reuters) - In the days after the Jan. 6, 20","content":"<html><body><p>By Jason Lange and Andy Sullivan</p><p>   WASHINGTON, March 16 (Reuters) - In the days after the Jan. 6, 2021 attack on the U.S. Capitol, dozens of companies said they would suspend political donations to Republican lawmakers who had backed then-President Donald Trump's baseless claims of fraud in the 2020 election.</p><p>   More than <a href=\"https://laohu8.com/S/AONE.U\">one</a> year later, Republicans in the House of Representatives who voted to challenge the election results have so far collected about half as much corporate cash as they did at this point in the previous election cycle, a Reuters analysis of campaign finance records shows.</p><p>   By contrast, corporate donations are up about 10% to House Republicans who voted to certify President Joe Biden's victory over Trump.</p><p>   The results indicate that the corporate boycott is not just limited to the dozens of companies that announced a halt to donations after the attack. Hundreds more have also scaled back their support, the Reuters analysis shows. </p><p>   The shift illustrates the growing gulf between business interests and the right wing of the Republican Party, which under Trump's presidency grew more anti-establishment and more open to curbs on global trade and technology that would have been anathema in previous years.</p><p>   \"You've got members that are increasingly unmoored from commercial corporate interests and are more responsive to either a small number of very wealthy, deep-pocketed donors, or a large number of culture war-activated base voters,\" said Jon Lieber, a former staffer for Senate Republican Leader Mitch McConnell now at the Eurasia Group, an analysis firm.</p><p>   The drop in corporate donations is unlikely to affect Republican prospects in the November congressional elections. The party is favored to win control of the House and possibly the Senate, in part due to Biden's sagging popularity, and because few Republican incumbents face competitive races of their own.</p><p>   Reuters analyzed the 2021 campaign finance disclosures of 142 House Republicans who are running for re-election in November and were in office throughout the last election cycle. The analysis included both re-election funds and those raised by leadership committees, which lawmakers use to finance other political activities. The analysis focused on the House of Representatives where most Republicans voted against certifying Biden's victory, compared to only eight Republicans in the Senate.</p><p>   Fundraising by the House Republicans remains robust - about $200 million in 2021. Both objectors and non-objectors to Biden's win brought in more money than in 2019.</p><p>   Corporate dollars - which don't come directly from company coffers but are contributed by employees to fundraising groups controlled by the corporations - made up about a tenth of that 2021 amount. Their role in campaign finance has diminished over the last decade as the advent of online fundraising has made it easy to solicit donations from rank-and-file voters.</p><p>   Lawmakers who objected to Biden's 2020 victory raised around $9 million from corporate groups in 2021, less than half of the  roughly $19 million raised in 2019. Corporate money raised by those who did not object rose to about $14 million last year from nearly $13 million in 2019.</p><p>   NO REGRETS</p><p>   Even before the Jan. 6 attack, many companies steered clear of some of the most confrontational partisans.</p><p>   Representative Matt Gaetz, who frequently appeared on cable television to praise Trump, raised only about $30,000 from corporate sources in 2019, out of the $1 million he netted in total.</p><p>   He took in no money from corporate political action committees (PACs) in 2021 after voting to challenge the election results - but he raised about $4 million overall. His office did not respond to a request for comment.</p><p>   Others have taken a steeper hit. </p><p>   Representative Mike Kelly, a senior member of the powerful tax-writing Ways and Means Committee, collected about $460,000 in corporate donations in 2019.</p><p>   But after the Pennsylvania Republican launched an unsuccessful lawsuit to overturn Biden's victory in his state and voted against certifying the election result on Jan. 6, he took in just over $110,000 in corporate donations last year - about 75% less. </p><p>   Melanie Brewer, Kelly's campaign manager, said he did not regret his vote.</p><p>   \"While fundraising was difficult for many Republicans in 2021, it was more important that he reflected the values and ideals of his district,\" she said.</p><p>   The chamber's top two Republicans, Kevin McCarthy and Steve Scalise, also saw steep drops in their corporate donations after voting against the Jan. 6 results. Neither responded to a request for comment.</p><p>   However, companies continue to give to Republican election accounts that will help the wider party, helping these accounts keep up with fundraising by Democrats. </p><p>   The National Republican Congressional Committee raised $140 million overall in 2021, on par with the $146 million raised by the Democratic Congressional Campaign Committee. Both groups raised more in 2021 than in 2019.</p><p>   TECH, FINANCE FIRMS CUT OFF SUPPORT</p><p>   The drop in corporate support for those who challenged the election masks significant differences among industries.</p><p>   Eight of the largest corporate donors ahead of the 2020 election have cut off donations entirely to those who challenged the election results, records show. </p><p>   Those companies are all in technology, finance or consumer goods - Alphabet Inc's    Google, Microsoft Corp</p><p> , Lowe's Companies Inc   , <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>   , $Bank of America Corp(BAC-N)$   , <a href=\"https://laohu8.com/S/PJH\">Prudential Financial Inc</a>   , $Citigroup Inc(C-N)$    and General Electric Co   .</p><p>   All either did not respond to a request for comment or declined to comment. Most of them announced in early 2021 they were suspending contributions to those who challenged the election results.</p><p>   Donating to those lawmakers \"could really incite a bunch of their key stakeholders - like employees, suppliers, customers and so on,\" said Russell Crook, an expert on corporate political activity at the University of Tennessee.</p><p>   Some announced boycotts, only to abandon them.</p><p>   Walmart Inc   , which did not make any contributions in 2021 to the objectors, gave them $10,000 in January, split between McCarthy, Scalise and two others who voted against accepting the results.</p><p>   Walmart spokesman Randy Hargrove said the company changed its stance because it felt it could better advocate for its interests \"by engaging with policymakers from both parties.\"</p><p>   By contrast, many defense contractors, whose profits depend on spending decisions made in Congress, have continued their support of all Republicans, whether or not they challenged the election results.  </p><p>   <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> of them - Boeing Co    and <a href=\"https://laohu8.com/S/BAESF\">BAE Systems PLC</a>    - actually increased their donations to those who voted to challenge the election.</p><p>   Boeing did not respond to a request for comment and BAE declined to comment.</p><p>   Rock Holdings Inc, the parent company of mortgage lender Rocket Mortgage, roughly doubled its contribution to objectors in 2021, to at least $97,000. The company did not respond to a request for comment.</p><p>   Boeing, BAE and Rock also increased donations to those who did not object to the election result.</p><p>   Some Republican lawmakers reacted angrily last year when corporate representatives told them they would not get their support, according to a Republican strategist who directs business donations to lawmakers. </p><p>   But those tensions have eased in recent months as Republicans have grown more confident of victory and less interested in picking fights with possible allies, the strategist said, speaking on condition of anonymity.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC - Corporate cash    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Andy Sullivan and Jason Lange, editing by Ross Colvin and Rosalba O'Brien)</p><p>((andy.sullivan@thomsonreuters.com; +1 202 421 5603;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nINSIGHT-House Republicans who challenged Biden's win are losing lots of corporate cash\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-16 18:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Jason Lange and Andy Sullivan</p><p>   WASHINGTON, March 16 (Reuters) - In the days after the Jan. 6, 2021 attack on the U.S. Capitol, dozens of companies said they would suspend political donations to Republican lawmakers who had backed then-President Donald Trump's baseless claims of fraud in the 2020 election.</p><p>   More than <a href=\"https://laohu8.com/S/AONE.U\">one</a> year later, Republicans in the House of Representatives who voted to challenge the election results have so far collected about half as much corporate cash as they did at this point in the previous election cycle, a Reuters analysis of campaign finance records shows.</p><p>   By contrast, corporate donations are up about 10% to House Republicans who voted to certify President Joe Biden's victory over Trump.</p><p>   The results indicate that the corporate boycott is not just limited to the dozens of companies that announced a halt to donations after the attack. Hundreds more have also scaled back their support, the Reuters analysis shows. </p><p>   The shift illustrates the growing gulf between business interests and the right wing of the Republican Party, which under Trump's presidency grew more anti-establishment and more open to curbs on global trade and technology that would have been anathema in previous years.</p><p>   \"You've got members that are increasingly unmoored from commercial corporate interests and are more responsive to either a small number of very wealthy, deep-pocketed donors, or a large number of culture war-activated base voters,\" said Jon Lieber, a former staffer for Senate Republican Leader Mitch McConnell now at the Eurasia Group, an analysis firm.</p><p>   The drop in corporate donations is unlikely to affect Republican prospects in the November congressional elections. The party is favored to win control of the House and possibly the Senate, in part due to Biden's sagging popularity, and because few Republican incumbents face competitive races of their own.</p><p>   Reuters analyzed the 2021 campaign finance disclosures of 142 House Republicans who are running for re-election in November and were in office throughout the last election cycle. The analysis included both re-election funds and those raised by leadership committees, which lawmakers use to finance other political activities. The analysis focused on the House of Representatives where most Republicans voted against certifying Biden's victory, compared to only eight Republicans in the Senate.</p><p>   Fundraising by the House Republicans remains robust - about $200 million in 2021. Both objectors and non-objectors to Biden's win brought in more money than in 2019.</p><p>   Corporate dollars - which don't come directly from company coffers but are contributed by employees to fundraising groups controlled by the corporations - made up about a tenth of that 2021 amount. Their role in campaign finance has diminished over the last decade as the advent of online fundraising has made it easy to solicit donations from rank-and-file voters.</p><p>   Lawmakers who objected to Biden's 2020 victory raised around $9 million from corporate groups in 2021, less than half of the  roughly $19 million raised in 2019. Corporate money raised by those who did not object rose to about $14 million last year from nearly $13 million in 2019.</p><p>   NO REGRETS</p><p>   Even before the Jan. 6 attack, many companies steered clear of some of the most confrontational partisans.</p><p>   Representative Matt Gaetz, who frequently appeared on cable television to praise Trump, raised only about $30,000 from corporate sources in 2019, out of the $1 million he netted in total.</p><p>   He took in no money from corporate political action committees (PACs) in 2021 after voting to challenge the election results - but he raised about $4 million overall. His office did not respond to a request for comment.</p><p>   Others have taken a steeper hit. </p><p>   Representative Mike Kelly, a senior member of the powerful tax-writing Ways and Means Committee, collected about $460,000 in corporate donations in 2019.</p><p>   But after the Pennsylvania Republican launched an unsuccessful lawsuit to overturn Biden's victory in his state and voted against certifying the election result on Jan. 6, he took in just over $110,000 in corporate donations last year - about 75% less. </p><p>   Melanie Brewer, Kelly's campaign manager, said he did not regret his vote.</p><p>   \"While fundraising was difficult for many Republicans in 2021, it was more important that he reflected the values and ideals of his district,\" she said.</p><p>   The chamber's top two Republicans, Kevin McCarthy and Steve Scalise, also saw steep drops in their corporate donations after voting against the Jan. 6 results. Neither responded to a request for comment.</p><p>   However, companies continue to give to Republican election accounts that will help the wider party, helping these accounts keep up with fundraising by Democrats. </p><p>   The National Republican Congressional Committee raised $140 million overall in 2021, on par with the $146 million raised by the Democratic Congressional Campaign Committee. Both groups raised more in 2021 than in 2019.</p><p>   TECH, FINANCE FIRMS CUT OFF SUPPORT</p><p>   The drop in corporate support for those who challenged the election masks significant differences among industries.</p><p>   Eight of the largest corporate donors ahead of the 2020 election have cut off donations entirely to those who challenged the election results, records show. </p><p>   Those companies are all in technology, finance or consumer goods - Alphabet Inc's    Google, Microsoft Corp</p><p> , Lowe's Companies Inc   , <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>   , $Bank of America Corp(BAC-N)$   , <a href=\"https://laohu8.com/S/PJH\">Prudential Financial Inc</a>   , $Citigroup Inc(C-N)$    and General Electric Co   .</p><p>   All either did not respond to a request for comment or declined to comment. Most of them announced in early 2021 they were suspending contributions to those who challenged the election results.</p><p>   Donating to those lawmakers \"could really incite a bunch of their key stakeholders - like employees, suppliers, customers and so on,\" said Russell Crook, an expert on corporate political activity at the University of Tennessee.</p><p>   Some announced boycotts, only to abandon them.</p><p>   Walmart Inc   , which did not make any contributions in 2021 to the objectors, gave them $10,000 in January, split between McCarthy, Scalise and two others who voted against accepting the results.</p><p>   Walmart spokesman Randy Hargrove said the company changed its stance because it felt it could better advocate for its interests \"by engaging with policymakers from both parties.\"</p><p>   By contrast, many defense contractors, whose profits depend on spending decisions made in Congress, have continued their support of all Republicans, whether or not they challenged the election results.  </p><p>   <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> of them - Boeing Co    and <a href=\"https://laohu8.com/S/BAESF\">BAE Systems PLC</a>    - actually increased their donations to those who voted to challenge the election.</p><p>   Boeing did not respond to a request for comment and BAE declined to comment.</p><p>   Rock Holdings Inc, the parent company of mortgage lender Rocket Mortgage, roughly doubled its contribution to objectors in 2021, to at least $97,000. The company did not respond to a request for comment.</p><p>   Boeing, BAE and Rock also increased donations to those who did not object to the election result.</p><p>   Some Republican lawmakers reacted angrily last year when corporate representatives told them they would not get their support, according to a Republican strategist who directs business donations to lawmakers. </p><p>   But those tensions have eased in recent months as Republicans have grown more confident of victory and less interested in picking fights with possible allies, the strategist said, speaking on condition of anonymity.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC - Corporate cash    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Andy Sullivan and Jason Lange, editing by Ross Colvin and Rosalba O'Brien)</p><p>((andy.sullivan@thomsonreuters.com; +1 202 421 5603;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","LHDX":"Lucira Health, Inc.","BK4082":"医疗保健设备","BK4525":"远程办公概念","BK4196":"保健护理服务","GOOG":"谷歌","BK4533":"AQR资本管理(全球第二大对冲基金)","BA":"波音","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4155":"大卖场与超市","BK4581":"高盛持仓","BK4553":"喜马拉雅资本持仓","BK4187":"航天航空与国防","WMT":"沃尔玛","SANA":"Sana Biotechnology, Inc.","BK4532":"文艺复兴科技持仓","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4514":"搜索引擎","BK4564":"太空概念","BK4548":"巴美列捷福持仓","BK4504":"桥水持仓","APR":"Apria, Inc.","LABP":"Landos Biopharma, Inc.","BK4139":"生物科技","BK4007":"制药","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","CGEM":"Cullinan Therapeutics"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219680737","content_text":"By Jason Lange and Andy Sullivan   WASHINGTON, March 16 (Reuters) - In the days after the Jan. 6, 2021 attack on the U.S. Capitol, dozens of companies said they would suspend political donations to Republican lawmakers who had backed then-President Donald Trump's baseless claims of fraud in the 2020 election.   More than one year later, Republicans in the House of Representatives who voted to challenge the election results have so far collected about half as much corporate cash as they did at this point in the previous election cycle, a Reuters analysis of campaign finance records shows.   By contrast, corporate donations are up about 10% to House Republicans who voted to certify President Joe Biden's victory over Trump.   The results indicate that the corporate boycott is not just limited to the dozens of companies that announced a halt to donations after the attack. Hundreds more have also scaled back their support, the Reuters analysis shows.    The shift illustrates the growing gulf between business interests and the right wing of the Republican Party, which under Trump's presidency grew more anti-establishment and more open to curbs on global trade and technology that would have been anathema in previous years.   \"You've got members that are increasingly unmoored from commercial corporate interests and are more responsive to either a small number of very wealthy, deep-pocketed donors, or a large number of culture war-activated base voters,\" said Jon Lieber, a former staffer for Senate Republican Leader Mitch McConnell now at the Eurasia Group, an analysis firm.   The drop in corporate donations is unlikely to affect Republican prospects in the November congressional elections. The party is favored to win control of the House and possibly the Senate, in part due to Biden's sagging popularity, and because few Republican incumbents face competitive races of their own.   Reuters analyzed the 2021 campaign finance disclosures of 142 House Republicans who are running for re-election in November and were in office throughout the last election cycle. The analysis included both re-election funds and those raised by leadership committees, which lawmakers use to finance other political activities. The analysis focused on the House of Representatives where most Republicans voted against certifying Biden's victory, compared to only eight Republicans in the Senate.   Fundraising by the House Republicans remains robust - about $200 million in 2021. Both objectors and non-objectors to Biden's win brought in more money than in 2019.   Corporate dollars - which don't come directly from company coffers but are contributed by employees to fundraising groups controlled by the corporations - made up about a tenth of that 2021 amount. Their role in campaign finance has diminished over the last decade as the advent of online fundraising has made it easy to solicit donations from rank-and-file voters.   Lawmakers who objected to Biden's 2020 victory raised around $9 million from corporate groups in 2021, less than half of the  roughly $19 million raised in 2019. Corporate money raised by those who did not object rose to about $14 million last year from nearly $13 million in 2019.   NO REGRETS   Even before the Jan. 6 attack, many companies steered clear of some of the most confrontational partisans.   Representative Matt Gaetz, who frequently appeared on cable television to praise Trump, raised only about $30,000 from corporate sources in 2019, out of the $1 million he netted in total.   He took in no money from corporate political action committees (PACs) in 2021 after voting to challenge the election results - but he raised about $4 million overall. His office did not respond to a request for comment.   Others have taken a steeper hit.    Representative Mike Kelly, a senior member of the powerful tax-writing Ways and Means Committee, collected about $460,000 in corporate donations in 2019.   But after the Pennsylvania Republican launched an unsuccessful lawsuit to overturn Biden's victory in his state and voted against certifying the election result on Jan. 6, he took in just over $110,000 in corporate donations last year - about 75% less.    Melanie Brewer, Kelly's campaign manager, said he did not regret his vote.   \"While fundraising was difficult for many Republicans in 2021, it was more important that he reflected the values and ideals of his district,\" she said.   The chamber's top two Republicans, Kevin McCarthy and Steve Scalise, also saw steep drops in their corporate donations after voting against the Jan. 6 results. Neither responded to a request for comment.   However, companies continue to give to Republican election accounts that will help the wider party, helping these accounts keep up with fundraising by Democrats.    The National Republican Congressional Committee raised $140 million overall in 2021, on par with the $146 million raised by the Democratic Congressional Campaign Committee. Both groups raised more in 2021 than in 2019.   TECH, FINANCE FIRMS CUT OFF SUPPORT   The drop in corporate support for those who challenged the election masks significant differences among industries.   Eight of the largest corporate donors ahead of the 2020 election have cut off donations entirely to those who challenged the election results, records show.    Those companies are all in technology, finance or consumer goods - Alphabet Inc's    Google, Microsoft Corp , Lowe's Companies Inc   , Morgan Stanley   , $Bank of America Corp(BAC-N)$   , Prudential Financial Inc   , $Citigroup Inc(C-N)$    and General Electric Co   .   All either did not respond to a request for comment or declined to comment. Most of them announced in early 2021 they were suspending contributions to those who challenged the election results.   Donating to those lawmakers \"could really incite a bunch of their key stakeholders - like employees, suppliers, customers and so on,\" said Russell Crook, an expert on corporate political activity at the University of Tennessee.   Some announced boycotts, only to abandon them.   Walmart Inc   , which did not make any contributions in 2021 to the objectors, gave them $10,000 in January, split between McCarthy, Scalise and two others who voted against accepting the results.   Walmart spokesman Randy Hargrove said the company changed its stance because it felt it could better advocate for its interests \"by engaging with policymakers from both parties.\"   By contrast, many defense contractors, whose profits depend on spending decisions made in Congress, have continued their support of all Republicans, whether or not they challenged the election results.   Two of them - Boeing Co    and BAE Systems PLC    - actually increased their donations to those who voted to challenge the election.   Boeing did not respond to a request for comment and BAE declined to comment.   Rock Holdings Inc, the parent company of mortgage lender Rocket Mortgage, roughly doubled its contribution to objectors in 2021, to at least $97,000. The company did not respond to a request for comment.   Boeing, BAE and Rock also increased donations to those who did not object to the election result.   Some Republican lawmakers reacted angrily last year when corporate representatives told them they would not get their support, according to a Republican strategist who directs business donations to lawmakers.    But those tensions have eased in recent months as Republicans have grown more confident of victory and less interested in picking fights with possible allies, the strategist said, speaking on condition of anonymity.    <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ GRAPHIC - Corporate cash       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Reporting by Andy Sullivan and Jason Lange, editing by Ross Colvin and Rosalba O'Brien)((andy.sullivan@thomsonreuters.com; +1 202 421 5603;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032147158,"gmtCreate":1647313760351,"gmtModify":1676534215693,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582060276042540","authorIdStr":"3582060276042540"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032147158","repostId":"2219273363","repostType":2,"repost":{"id":"2219273363","pubTimestamp":1647250681,"share":"https://ttm.financial/m/news/2219273363?lang=&edition=fundamental","pubTime":"2022-03-14 17:38","market":"us","language":"en","title":"CrowdStrike Stock: Poised For Meteoric Growth, Valuation Is Getting Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2219273363","media":"seekingalpha","summary":"Milan_Jovic/E+ via Getty Images Cybersecurity is a growing necessity in our modern day digitally-con","content":"<html><body><p><figure><picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1363872158/image_1363872158.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Milan_Jovic/E+ via Getty Images</p></figcaption></figure></p> <p>Cybersecurity is a growing necessity in our modern day digitally-connected world. Whether it’s the need to secure devices working remotely or to protect pipelines from Russian hackers, Cybersecurity has been called the 4th defensive strategy (Land, Air, Sea, and now Cybersecurity).</p> <p>According to GlobeNewswire, The Cyber Security market globally is forecasted to grow at a 12% CAGR between 2022 and 2028, reaching a size of $366 billion. With the Russia-Ukraine crisis heating up and tensions with China &amp; Taiwan, Cybersecurity is at the forefront of everyone's mind. However, there has been a problem in the Cybersecurity industry, enterprises have clunky on-premise IT setups with little flexibility for instant upgrades and threat detection, this is where CrowdStrike comes in.</p><div></div> <p>CrowdStrike (CRWD) was founded in 2011 with a goal to reinvent Security for the Cloud. They have leading, patent-protected technology, which has seen huge revenue growth of 81% in the prior year and 65% expected moving forward. Their share price is down 31% from its highs in November 2021, as inflation has caused growth stock multiples to compress. In this post, I’m going to dive into the platform, technology, financials, and valuation.</p> <h2>CrowdStrike's <strong>Cutting-Edge Technology</strong> </h2> <p>CrowdStrike offers a leading “Security Cloud\" software, which is on the Department of Homeland Securities approved products list. Their Flagship platform (Falcon) covers multiple large security markets; Cloud Security, Corporate endpoint security, Threat intelligence, Identity protection, and more. Endpoints such as Laptops, Servers, and IoT devices are becoming vulnerable to cyber-attacks, as the world transitions toward remote working and the Cloud.</p> <p>CrowdStrike utilizes the power of Artificial Intelligence (AI) and its proprietary algorithms to detect threats and continuously improve the system as more data becomes available. This offers strong Network effects as more customers equal more big data, equal better AI, and better protection for customers. The business is also protected with 65 issued patents and 102 pending.</p> <p><figure><span><img height=\"589\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471676868360732.png\" vspace=\"6\" width=\"640\"/></span><figcaption><p>CrowdStrike Technology <span>(Investor Presentation 2021)</span></p></figcaption></figure></p> <h2><strong>CrowdStrike Has An Established Customer Base</strong></h2> <p>The firm has an established customer base equating to 254 of the Fortune 500, 65 of the Fortune 100, and 15 of the top 20 banks. Customers include Mercedes-AMG, Virgin Hyperloop, and Goldman Sachs <span>(NYSE:GS)</span>. CrowdStrike is expecting 16,325 subscription customers by the end of 2022, up a further 65% year over year.</p> <p><figure><span><img height=\"354\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471677436978734.png\" vspace=\"6\" width=\"640\"/></span><figcaption><p>CrowdStrike Customers <span>(Investor Presentation)</span></p></figcaption></figure></p><div></div> <h3><strong>Land and Expand Strategy</strong></h3> <p>CrowdStrike uses a “Land and Expand” strategy to win new enterprise customers. They offer a number of modules and “get their foot in the door” with just <a href=\"https://laohu8.com/S/AONE.U\">one</a> or two modules, before easily upselling to more. The beauty of a cloud-based system is they can upsell in a very low friction way, additional cloud modules can easily be activated in real time. The firm also has a direct sales team which offers a very successful trial to pay model. In addition, partners can purchase through the AWS marketplace.</p> <p>Their strategy is working great so far as customers are not just growing, they are sticking around and spending more. A great way of measuring this in Software-as-a-Service (SaaS) companies is via their net dollar retention rate, at CrowdStrike, this equates to above their 124% benchmark, which means the customers are staying and spending more. With 69% of their customers purchasing over 4 modules.</p> <p><figure><span><img height=\"340\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471678098071582.png\" vspace=\"6\" width=\"640\"/></span><figcaption><p>CrowdStrike retention <span>(Investor Presentation)</span></p></figcaption></figure></p> <h2><strong>High Growth Financials</strong></h2> <p>CrowdStrike smashed Wall Street expectations with annual recurring revenue (ARR) coming in at $1.73 billion, which is up an incredible 65% year-over-year, beating analyst expectations of $1.68 billion.</p> <p>The firm also reported an adjusted earnings of 30 cents per share for Q4 2021, equating to $431 million in revenue. This was above analyst expectations of 20 cents and $411 million in revenue. In addition, the company has just become free cash flow positive with a record $442 million for the year.</p> <p>As a software company, Gross margins are super high at 76%, but operating margins are negative as the firm invested heavily in R&amp;D and Sales. Thus, they have a GAAP loss from operations of -$142 million, compared with $92.5 million in the prior year. Personally, I think the R&amp;D and Sales investment is the right strategy, especially as the company is in such an early stage of growth. With $2 billion in cash and $738 million in long-term debt, the firm's balance sheet is fairly healthy, in the short term anyway.</p><div></div> <p><figure><span><img height=\"541\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-1647167900668522.png\" vspace=\"6\" width=\"640\"/></span><figcaption><p>Gross Margins <span>(Investor presentation)</span></p></figcaption></figure></p> <h3><strong>Is CRWD Stock Undervalued?</strong></h3> <p>In order to value CrowdStrike, I have plugged in the latest financials into my discounted cash flow model. I have estimated 60% growth for the next year and 50% for the next 2 to 5 years. In addition, I have predicted margins to expand to 23% as the firm's Sales and R&amp;D bets start to pay off.</p> <p><figure><span><img height=\"238\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471679862414503.png\" vspace=\"6\" width=\"640\"/></span><figcaption><p>Valuation Model <span>(Created by Author at Motivation 2 Invest)</span></p></figcaption></figure><figure><span><img height=\"575\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471680324671173.png\" vspace=\"6\" width=\"640\"/></span><figcaption><p>CrowdStrike <span>(Valuation Model)</span></p></figcaption></figure></p> <p>From these estimates, I get a valuation of $181/share, the stock is trading at $190, and thus 4% overvalued at the time of writing. This shows investors have slightly more bullish estimates than my own predictions baked into the stock. These may come to fruition and the firm has a track record of high growth, however, I like to be conservative for valuation purposes, especially given the current market for growth stocks.</p><div></div> <p>Analyzing the stock's Price to Sales ratio (forward), it is looking “cheap” at PS = 20, relative to historical metrics, Price to Sales of over 50.</p> <p><figure><picture> <img height=\"433\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471680740653205.png\" width=\"635\"/> </picture><figcaption><p>CrowdStrike PS Ratio <span>(Author created)</span></p></figcaption></figure></p> <p>Comparing the Price to Sales ratio to other cybersecurity companies in the space, it’s more expensive than most, but it’s also growing faster than a lot of the other players on this list.</p> <p><figure><picture> <img height=\"484\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471681471091602.png\" width=\"635\"/> </picture><figcaption><p>Price to Sales Cybersecurity stocks <span>(Created by Author)</span></p></figcaption></figure></p> <h2><strong>Founder led</strong></h2> <p>The founder of CrowdStrike is George Kurtz and Dmitri Alperovitch. Kurtz is a veteran of the cybersecurity industry with over 29 years of experience. He was the former Chief Technology Officer at McAfee, CTO at GM, and founder of Foundstone in 1999, a worldwide security company. Kurtz owns 5.3% of the company and thus has “Skin in the Game”.</p> <p>I like to follow the investment strategy of investing into great tech founders who have Skin in the Game, this is the same strategy great investors such as former Hedge Fund Manager Nick Sleep used when investing 40% of his fund into Amazon <span>(NASDAQ:AMZN)</span> stock because of Bezos.</p> <h2><strong>Risks</strong></h2> <h3>Insider Selling</h3> <p>Despite the founder having “Skin in the Game”, I did notice a lot of Insider selling by him at $208 and other board members, in Q4 2021. This is not a great sign to see given the bullish projections of the company.</p><div></div> <p><figure><span><img hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/13/55230498-16471682681616337.png\" vspace=\"6\"/></span><figcaption><p>Insider Selling <span>(Simply Wall St)</span></p></figcaption></figure></p> <h3><strong>Fierce Competition</strong></h3> <p>CrowdStrike has incredible patent-protected technology and superior marketing, however, the firm still faces fierce competition. Alphabet (Google) <span>(NASDAQ:GOOG)</span> <span>(NASDAQ:GOOGL)</span> has recently made headlines by acquiring the Cybersecurity company <a href=\"https://laohu8.com/S/MNDT\">Mandiant</a> (MNDT) for $5.4 billion. Mandiant specializes in Global threat intelligence and has close relationships with the US government. For example, in recent times, the firm was brought into investigate the colonial pipeline cyber-attack.</p> <p>Google acquired the company to strengthen their cloud security and compete with Microsoft <span>(NASDAQ:MSFT)</span>, which developed a strong in-house threat intelligence expertise. In addition, the firm acquired smaller Cybersecurity firms such as RiskIQ and ReFirm Labs.</p> <p>The only consolidation is Google Capital invested $55 million in CrowdStrike in 2015 and $60.7 million in 2017. Although these are “preferred shares” which act like a dividend-paying bond, it may influence Alphabet's competitive mindset.</p> <h2><strong>Final Thoughts</strong></h2> <p>CrowdStrike is a fantastic company and a true leader in the Cloud Security Market for enterprises. The firm's “Land and Expand” sales strategy is working wonders as the company is growing its customer base rapidly. After beating Wall Street expectations and with strong growth projections, the firm is poised for continued growth. The macro conditions of increased remote working and geopolitical uncertainty (Russia, China) should act as growth tailwinds behind the industry and make the purchase a “no brainer” for enterprises. The valuation has gotten “better” and you could say the stock is only slightly “overvalued” if the growth projections play out. However, the high inflation environment and a suspected rise in interest rates are compressing the multiples on all growth stocks, which means there are plenty of opportunities in the market.</p>\n</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike Stock: Poised For Meteoric Growth, Valuation Is Getting Better</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\">\nCrowdStrike Stock: Poised For Meteoric Growth, Valuation Is Getting Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 17:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4495216-crowdstrike-poised-for-meteoric-growth-valuation-is-getting-better><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Milan_Jovic/E+ via Getty Images Cybersecurity is a growing necessity in our modern day digitally-connected world. Whether it’s the need to secure devices working remotely or to protect pipelines from ...</p>\n\n<a href=\"https://seekingalpha.com/article/4495216-crowdstrike-poised-for-meteoric-growth-valuation-is-getting-better\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4543":"AI","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","MNDT":"Mandiant","BK4577":"网络游戏","BK4579":"人工智能","AMZN":"亚马逊","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4097":"系统软件","BK4573":"虚拟现实","BK4561":"索罗斯持仓","GOOG":"谷歌","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4560":"网络安全概念","BK4110":"抵押房地产投资信托","GOOGL":"谷歌A","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4127":"投资银行业与经纪业","MSFT":"微软","GS":"高盛","BK4528":"SaaS概念","ARR":"ARMOUR住宅房地产公司","BK4023":"应用软件","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/article/4495216-crowdstrike-poised-for-meteoric-growth-valuation-is-getting-better","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2219273363","content_text":"Milan_Jovic/E+ via Getty Images Cybersecurity is a growing necessity in our modern day digitally-connected world. Whether it’s the need to secure devices working remotely or to protect pipelines from Russian hackers, Cybersecurity has been called the 4th defensive strategy (Land, Air, Sea, and now Cybersecurity). According to GlobeNewswire, The Cyber Security market globally is forecasted to grow at a 12% CAGR between 2022 and 2028, reaching a size of $366 billion. With the Russia-Ukraine crisis heating up and tensions with China & Taiwan, Cybersecurity is at the forefront of everyone's mind. However, there has been a problem in the Cybersecurity industry, enterprises have clunky on-premise IT setups with little flexibility for instant upgrades and threat detection, this is where CrowdStrike comes in. CrowdStrike (CRWD) was founded in 2011 with a goal to reinvent Security for the Cloud. They have leading, patent-protected technology, which has seen huge revenue growth of 81% in the prior year and 65% expected moving forward. Their share price is down 31% from its highs in November 2021, as inflation has caused growth stock multiples to compress. In this post, I’m going to dive into the platform, technology, financials, and valuation. CrowdStrike's Cutting-Edge Technology  CrowdStrike offers a leading “Security Cloud\" software, which is on the Department of Homeland Securities approved products list. Their Flagship platform (Falcon) covers multiple large security markets; Cloud Security, Corporate endpoint security, Threat intelligence, Identity protection, and more. Endpoints such as Laptops, Servers, and IoT devices are becoming vulnerable to cyber-attacks, as the world transitions toward remote working and the Cloud. CrowdStrike utilizes the power of Artificial Intelligence (AI) and its proprietary algorithms to detect threats and continuously improve the system as more data becomes available. This offers strong Network effects as more customers equal more big data, equal better AI, and better protection for customers. The business is also protected with 65 issued patents and 102 pending. CrowdStrike Technology (Investor Presentation 2021) CrowdStrike Has An Established Customer Base The firm has an established customer base equating to 254 of the Fortune 500, 65 of the Fortune 100, and 15 of the top 20 banks. Customers include Mercedes-AMG, Virgin Hyperloop, and Goldman Sachs (NYSE:GS). CrowdStrike is expecting 16,325 subscription customers by the end of 2022, up a further 65% year over year. CrowdStrike Customers (Investor Presentation) Land and Expand Strategy CrowdStrike uses a “Land and Expand” strategy to win new enterprise customers. They offer a number of modules and “get their foot in the door” with just one or two modules, before easily upselling to more. The beauty of a cloud-based system is they can upsell in a very low friction way, additional cloud modules can easily be activated in real time. The firm also has a direct sales team which offers a very successful trial to pay model. In addition, partners can purchase through the AWS marketplace. Their strategy is working great so far as customers are not just growing, they are sticking around and spending more. A great way of measuring this in Software-as-a-Service (SaaS) companies is via their net dollar retention rate, at CrowdStrike, this equates to above their 124% benchmark, which means the customers are staying and spending more. With 69% of their customers purchasing over 4 modules. CrowdStrike retention (Investor Presentation) High Growth Financials CrowdStrike smashed Wall Street expectations with annual recurring revenue (ARR) coming in at $1.73 billion, which is up an incredible 65% year-over-year, beating analyst expectations of $1.68 billion. The firm also reported an adjusted earnings of 30 cents per share for Q4 2021, equating to $431 million in revenue. This was above analyst expectations of 20 cents and $411 million in revenue. In addition, the company has just become free cash flow positive with a record $442 million for the year. As a software company, Gross margins are super high at 76%, but operating margins are negative as the firm invested heavily in R&D and Sales. Thus, they have a GAAP loss from operations of -$142 million, compared with $92.5 million in the prior year. Personally, I think the R&D and Sales investment is the right strategy, especially as the company is in such an early stage of growth. With $2 billion in cash and $738 million in long-term debt, the firm's balance sheet is fairly healthy, in the short term anyway. Gross Margins (Investor presentation) Is CRWD Stock Undervalued? In order to value CrowdStrike, I have plugged in the latest financials into my discounted cash flow model. I have estimated 60% growth for the next year and 50% for the next 2 to 5 years. In addition, I have predicted margins to expand to 23% as the firm's Sales and R&D bets start to pay off. Valuation Model (Created by Author at Motivation 2 Invest)CrowdStrike (Valuation Model) From these estimates, I get a valuation of $181/share, the stock is trading at $190, and thus 4% overvalued at the time of writing. This shows investors have slightly more bullish estimates than my own predictions baked into the stock. These may come to fruition and the firm has a track record of high growth, however, I like to be conservative for valuation purposes, especially given the current market for growth stocks. Analyzing the stock's Price to Sales ratio (forward), it is looking “cheap” at PS = 20, relative to historical metrics, Price to Sales of over 50.   CrowdStrike PS Ratio (Author created) Comparing the Price to Sales ratio to other cybersecurity companies in the space, it’s more expensive than most, but it’s also growing faster than a lot of the other players on this list.   Price to Sales Cybersecurity stocks (Created by Author) Founder led The founder of CrowdStrike is George Kurtz and Dmitri Alperovitch. Kurtz is a veteran of the cybersecurity industry with over 29 years of experience. He was the former Chief Technology Officer at McAfee, CTO at GM, and founder of Foundstone in 1999, a worldwide security company. Kurtz owns 5.3% of the company and thus has “Skin in the Game”. I like to follow the investment strategy of investing into great tech founders who have Skin in the Game, this is the same strategy great investors such as former Hedge Fund Manager Nick Sleep used when investing 40% of his fund into Amazon (NASDAQ:AMZN) stock because of Bezos. Risks Insider Selling Despite the founder having “Skin in the Game”, I did notice a lot of Insider selling by him at $208 and other board members, in Q4 2021. This is not a great sign to see given the bullish projections of the company. Insider Selling (Simply Wall St) Fierce Competition CrowdStrike has incredible patent-protected technology and superior marketing, however, the firm still faces fierce competition. Alphabet (Google) (NASDAQ:GOOG) (NASDAQ:GOOGL) has recently made headlines by acquiring the Cybersecurity company Mandiant (MNDT) for $5.4 billion. Mandiant specializes in Global threat intelligence and has close relationships with the US government. For example, in recent times, the firm was brought into investigate the colonial pipeline cyber-attack. Google acquired the company to strengthen their cloud security and compete with Microsoft (NASDAQ:MSFT), which developed a strong in-house threat intelligence expertise. In addition, the firm acquired smaller Cybersecurity firms such as RiskIQ and ReFirm Labs. The only consolidation is Google Capital invested $55 million in CrowdStrike in 2015 and $60.7 million in 2017. Although these are “preferred shares” which act like a dividend-paying bond, it may influence Alphabet's competitive mindset. Final Thoughts CrowdStrike is a fantastic company and a true leader in the Cloud Security Market for enterprises. The firm's “Land and Expand” sales strategy is working wonders as the company is growing its customer base rapidly. After beating Wall Street expectations and with strong growth projections, the firm is poised for continued growth. The macro conditions of increased remote working and geopolitical uncertainty (Russia, China) should act as growth tailwinds behind the industry and make the purchase a “no brainer” for enterprises. The valuation has gotten “better” and you could say the stock is only slightly “overvalued” if the growth projections play out. However, the high inflation environment and a suspected rise in interest rates are compressing the multiples on all growth stocks, which means there are plenty of opportunities in the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031407394,"gmtCreate":1646629805636,"gmtModify":1676534145283,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582060276042540","authorIdStr":"3582060276042540"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031407394","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}