Sops personal page - To The Moon

Sops

Sops

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23Follow

2Followers

0Topic

0Badge

2021-07-19

Ooo [Cool]

2021-06-27

Might be time to enter again [Grin]

2021-06-17

Considering.. Might be time to get in [Smile]

2021-06-16

Oh yay [Miser]

NIO: Buy This Chinese EV Manufacturer While It's Still Cheap

2021-06-16

$Luokung Technology Corp(LKCO)$Stay above 2 [Sly]

2021-06-10

Rise more! [Cool]

Sorry, the original content has been removed

2021-06-09

$China Online Education(COE)$[Wow]

2021-06-08

$Tencent Holding Ltd.(TCEHY)$Waiting patiently [Serious]

2021-06-08

$China Online Education(COE)$Market demand still seems strong, tech is the way to go [Thinking]

2021-06-08

Oh yeah [Cool]

Palantir Is Sandbagging Growth Projections

2021-06-07

Balanced article [Strong]

Palantir: The Good, The Bad And The Ugly

2021-06-05

$E-home Service(EJH)$Keep it going [Happy]

2021-06-04

Pls like and comment, thank you [Smile]

Sorry, the original content has been removed

2021-06-02

Nearly 40! [Surprised]

2021-06-02

$NIO Inc.(NIO)$Pls continue [Grin]

2021-06-01

Up up! [Cool]

2021-06-01

$Pfizer(PFE)$[Cool]

Sorry, the original content has been removed

2021-05-27

$E-home Service(EJH)$Continue to soar! [Cool]

2021-05-25

$NIO Inc.(NIO)$Keep it coming! [Miser]

2021-05-24

For consideration ??

Sorry, the original content has been removed

Go to Tiger App to see more news

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[Cool]&nbsp;","listText":"Ooo [Cool]&nbsp;","text":"Ooo [Cool]","images":[{"img":"https://static.tigerbbs.com/f6a8ec0992ffa417a8b74628c3b6b305","width":"1125","height":"3768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171323431","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124410438,"gmtCreate":1624779037024,"gmtModify":1703845056605,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Might be time to enter again [Grin]&nbsp;","listText":"Might be time to enter again [Grin]&nbsp;","text":"Might be time to enter again [Grin]","images":[{"img":"https://static.tigerbbs.com/92adda46ebf23b69af8ac9a2136e94c9","width":"1125","height":"3407"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124410438","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161939049,"gmtCreate":1623899583281,"gmtModify":1703822998596,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Considering.. Might be time to get in [Smile]&nbsp;","listText":"Considering.. Might be time to get in [Smile]&nbsp;","text":"Considering.. Might be time to get in [Smile]","images":[{"img":"https://static.tigerbbs.com/c366ea45375edffcd644ff5250b42d71","width":"1125","height":"3587"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161939049","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163092909,"gmtCreate":1623852784701,"gmtModify":1703821474568,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh yay [Miser]&nbsp;","listText":"Oh yay [Miser]&nbsp;","text":"Oh yay [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/163092909","repostId":"1146386859","repostType":2,"repost":{"id":"1146386859","pubTimestamp":1623417074,"share":"https://www.laohu8.com/m/news/1146386859?lang=&edition=full","pubTime":"2021-06-11 21:11","market":"us","language":"en","title":"NIO: Buy This Chinese EV Manufacturer While It's Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1146386859","media":"seekingalpha","summary":"NIO is a dominant EV manufacturer in the electric SUV segment in China.Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly spec","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is a dominant EV manufacturer in the electric SUV segment in China.</li>\n <li>Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.</li>\n <li>As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.</li>\n</ul>\n<p>NIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.</p>\n<p><b>Dominating the Chinese Market</b></p>\n<p>Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.</p>\n<p>In recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&amp;P 500 Index.</p>\n<p><img src=\"https://static.tigerbbs.com/23b2ed509a529a876c423f3e9426be3f\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Chart: Seeking Alpha</i></p>\n<p>Despite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.</p>\n<p>One of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.</p>\n<p>On top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.</p>\n<p><img src=\"https://static.tigerbbs.com/71905e5a90565b6a7e8864b3f6b0c226\" tg-width=\"883\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha</i></p>\n<p>At this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.</p>\n<p>All of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.</p>\n<p>Another uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.</p>\n<p>Going forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.</p>\n<p>Considering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.</p>","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>NIO: Buy This Chinese EV Manufacturer While It's Still Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Buy This Chinese EV Manufacturer While It's Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146386859","content_text":"Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.\nAs the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.\n\nNIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.\nDominating the Chinese Market\nFounded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.\nIn recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&P 500 Index.\n\nChart: Seeking Alpha\nDespite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.\nOne of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.\nOn top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.\n\nSource: Seeking Alpha\nAt this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.\nAll of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.\nAnother uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.\nGoing forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.\nConsidering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160728281,"gmtCreate":1623807049343,"gmtModify":1703820009338,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKCO\">$Luokung Technology Corp(LKCO)$</a>Stay above 2 [Sly]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LKCO\">$Luokung Technology Corp(LKCO)$</a>Stay above 2 [Sly]&nbsp;","text":"$Luokung Technology Corp(LKCO)$Stay above 2 [Sly]","images":[{"img":"https://static.tigerbbs.com/54ec1d3753b895c95474a9cf67fbb278","width":"1125","height":"3677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160728281","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":183186518,"gmtCreate":1623314875134,"gmtModify":1704200692930,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rise more! [Cool]&nbsp;","listText":"Rise more! [Cool]&nbsp;","text":"Rise more! [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183186518","repostId":"1115024001","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189374403,"gmtCreate":1623246880002,"gmtModify":1704199254984,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COE\">$China Online Education(COE)$</a>[Wow]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COE\">$China Online Education(COE)$</a>[Wow]&nbsp;","text":"$China Online Education(COE)$[Wow]","images":[{"img":"https://static.tigerbbs.com/e211f03fb7cdbe5d80f3cf513cf2b7f4","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189374403","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117285635,"gmtCreate":1623143806127,"gmtModify":1704196975387,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>Waiting patiently [Serious]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$Tencent Holding Ltd.(TCEHY)$</a>Waiting patiently [Serious]&nbsp;","text":"$Tencent Holding Ltd.(TCEHY)$Waiting patiently [Serious]","images":[{"img":"https://static.tigerbbs.com/199362b4d2dc04ad2c4041e6424bb2ca","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117285635","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117203599,"gmtCreate":1623141215211,"gmtModify":1704196911543,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COE\">$China Online Education(COE)$</a>Market demand still seems strong, tech is the way to go [Thinking]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COE\">$China Online Education(COE)$</a>Market demand still seems strong, tech is the way to go [Thinking]&nbsp;","text":"$China Online Education(COE)$Market demand still seems strong, tech is the way to go [Thinking]","images":[{"img":"https://static.tigerbbs.com/b710d4552c913c6afefa127bfc203ab4","width":"1125","height":"3477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117203599","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117057521,"gmtCreate":1623111378263,"gmtModify":1704196180913,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh yeah [Cool]&nbsp;","listText":"Oh yeah [Cool]&nbsp;","text":"Oh yeah [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117057521","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","pubTimestamp":1623078982,"share":"https://www.laohu8.com/m/news/1133174841?lang=&edition=full","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is Sandbagging Growth Projections</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114124191,"gmtCreate":1623059185813,"gmtModify":1704195207573,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Balanced article&nbsp;[Strong]&nbsp;","listText":"Balanced article&nbsp;[Strong]&nbsp;","text":"Balanced article [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114124191","repostId":"1120676282","repostType":4,"repost":{"id":"1120676282","pubTimestamp":1623056015,"share":"https://www.laohu8.com/m/news/1120676282?lang=&edition=full","pubTime":"2021-06-07 16:53","market":"us","language":"en","title":"Palantir: The Good, The Bad And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1120676282","media":"seekingalpha","summary":"Summary\n\nPalantir is a company with attractive growth prospects due to a growing need for predictive","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations.</li>\n <li>Despite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality.</li>\n <li>Investors need to rein in the greed itch and wait for an entry point with a decent margin of safety.</li>\n</ul>\n<p>Palantir Technologies (NYSE:PLTR) is a favorite stock of ARK Invest and retail investors who see it as the paragon of stocks with exponential growth potential, trading at deep value. Let's take a look at the good, the bad and the ugly side of Palantir with my cynical lens.</p>\n<p><b>The good</b></p>\n<p>The good thing about Palantir is the growth hype as investors see a very large aura of growth potential around this stock. In the absence of a sky-high price target from a guru like Cathie Wood to anchor hype-based investors, people are dreaming about Palantir as the next $1 trillion market cap company with a juicy 25x upside five years down the road.</p>\n<p>As they say, most myths begin with a kernel of truth. Palantir is a data mining analytics company founded back in 2003 which went public in September 2020. The need for data analytics has exploded as companies and governments attempt to leverage the ever-growing amounts of data being collected continuously. As we enter the Age of Data, Palantir has won over intelligence agencies, governments as well as commercial organizations with its tools to make better decisions.</p>\n<p>To put Palantir's growth trajectory into context, its revenue grew at a 5-year CAGR of 25% between 2015 and 2020 and management is guiding that its revenues will grow at 30%+ over the coming five years. Unlike many other nearly two-decade old companies who would experience a gradually decelerating rate of top-line growth, Palantir expects revenue growth to take off in the coming years.</p>\n<p>In my view, hype is a good thing for a stock, but only as long as it does not become too detached from reality.</p>\n<p><b>The bad</b></p>\n<p>The bad thing about Palantir is obviously the value perspective. Given the recent IPO and large retail following, the bullish thesis on Palantir dismisses the methodical discounted cash flow-based valuation process in favor of a more flexible \"vision-based\" valuation with which unsophisticated investors feel at home.</p>\n<p>On January 17th, Palantir touched an intraday high of $45/share before the reflation trade flattened the uptrend in tech stocks. With Palantir trading at around 47% off its high, seemingly a bargain vs. a few months back, there is no dearth of investors afflicted with the greed itch which makes people believe that it's much less risky to invest than to miss out on investing.</p>\n<p><img src=\"https://static.tigerbbs.com/2c01a9b500ac22c7e2ea4f9985fb9b9d\" tg-width=\"640\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p>\n<p><b>The ugly</b></p>\n<p>The ugly things about Palantir are the rude awakening faced by investors about share sales by early investors, its highly dilutive employee compensation structure as well as potential ESG issues in the business model.</p>\n<p>Palantir opted for a direct listing (instead of an initial public offering) under which its employees and early investors sold up to 20% of their holdings directly to the public. The remaining 80% holdings were subject to a lock-up which expired three days after Palantir filed its 2020 financial results on Feb 16th. As soon as the lock-up ended, there were sales by early investors (no surprise) which increased the supply of shares in the market, probably pushing the price down somewhat.</p>\n<p>Stock-based compensation (SBC) has been a raw nerve for Palantir ever since it filed its first set of financial statements for 3Q-2020 where it had a large spike in SBC of which $778 million related to 'accelerated attribution' from the direct listing of the company. During 4Q2020 and 1Q2021, SBC remained elevated vs. pre-listing period (see table below) due to what is characterized as 'overhang' by the management which is likely to normalize over the next couple of years.</p>\n<p><img src=\"https://static.tigerbbs.com/05b0d8492dc6f956371882cb199f3a06\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\"></p>\n<p>In my view, the main issue is Palantir's excessive reliance on dilutive modes of employee compensation like stock options and restricted stock units. Even if we gloss over the blip in SBC for 2020 which is high due to the impact of listing, Palantir's SBC relative to its revenues was much higher than other tech companies for the past several years (see table below).</p>\n<p><img src=\"https://static.tigerbbs.com/b8a66b247fa56f9377c4f0b61587fd92\" tg-width=\"640\" tg-height=\"195\" referrerpolicy=\"no-referrer\"></p>\n<p>Managements of tech companies keep repeating the mantra that SBC is a non-cash expense (routinely added-back to calculate non-GAAP profitability metrics). However, the end result of SBC is dilution by issuing new shares to employees at dirt cheap prices. Later on in this note, I will show how much value SBC is taking away from investors.</p>\n<p>Another ugly facet of Palantir is itsdubious ESG credentialsbecause of its association with the military-industrial complex via the work it does for US Central Intelligence Agency (\"CIA\"), US Department of Defense (\"DoD\") and US Immigration and Customs Enforcement (\"ICE\"). Without passing any judgement on Palantir's business model or the effectiveness of ESG investment style, I think it's safe to say that an ever-growing section of investment funds allocated based on Ethical, Social and Governance (\"ESG\") principals and its predecessor Socially Responsible Investing (\"SRI\") will not fully embrace a company like Palantir.</p>\n<p><b>The worth of Palantir</b></p>\n<p>Beauty lies in the eye of the beholder. In the same way, the worth of Palantir depends on who is looking to invest in it. A hype-based investor HODL-ing glamour stocks is not likely to take the cumbersome route of projecting future cash flows to see if they make any sense vs. the price being paid today. For such investors the future holds a simple promise that 'There shall be showers of blessing.' On the other hand, a value-based investor will invest in Palantir if she sees its DCF-based intrinsic value substantially higher than the current market price and notices triggers for this value gap to be bridged.</p>\n<p>In my view, the worth (or DCF-based intrinsic value) of Palantir is USD20/share, quite a way below its prevailing market price. Despite its cult-like status in the meme stock hall of fame after the post-listing mad-rush, the valuation is obviously not too overstretched, thanks to the sharp correction.</p>\n<p><img src=\"https://static.tigerbbs.com/4e0e4784d2ce8c40af478fcd8a37e4c1\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p>\n<p>I calculate the worth of Palantir as USD20/share based on an explicit cash flow forecast for the next ten years with exponential growth (based on my best-judgement rosy outlook) and a terminal value assuming Palantir matures in ten years and enters a steady state of stable growth.</p>\n<p>Let's unpack the ten-year exponential growth period assumptions. In the first five years, I assume that revenues will grow at an annual growth rate of 30% (per management guidance). From year 6 to year 10, revenue growth gradually tapers offs to an average annual rate of 18% pa.</p>\n<p><img src=\"https://static.tigerbbs.com/268bdff6b275827c80064249dbf785ef\" tg-width=\"640\" tg-height=\"277\" referrerpolicy=\"no-referrer\"></p>\n<p>The favorite profitability metric of Palantir management is Adjusted Operating Margin (which essentially ignores stock-based compensation i.e. Adjusted Operating Profit = EBIT + SBC). For the first year of the exponential growth period, I assumed Adjusted Operating Margin of 23% (management guided to this margin for 2Q-2021 only). From year two onwards, I assumed a gradual expansion in Adjusted Operating Margin thinking that some of the non-SBC costs will be of fixed nature, i.e. Palantir will enjoy some benefit of its growing scale in the form of fixed costs spread out over a bigger revenue base. I've assumed about 9% pt expansion in Adjusted Operating Margin over year two to year ten.</p>\n<p>Some readers with a bearish view could question this assumption as not being realistic. Well, it's just a guess to incorporate potential sticky costs in the analysis although, to be fair, it's next to impossible to quantify the level of stickiness in operating expenses with any degree of accuracy. Nevertheless, there is a clear evidence (see table below) of some sticky costs in the last three years of financial data where the ratio of non-SBC COGS + Opex to revenues has declined with the growth in revenues.</p>\n<p><img src=\"https://static.tigerbbs.com/8fb410b9c18d7d0556aa8db16cd4549e\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"></p>\n<p>The other key assumptions are terminal growth rate and discount rate.</p>\n<p>I've used a terminal growth rate of 3% to grow Palantir's cash flows into perpetuity once it enters a steady state in ten years. Terminal growth rate is a notorious assumption in DCF models. The higher the terminal growth rate assumption, the higher the intrinsic value. This is even more true for Palantir, whose intrinsic value primarily comprises of terminal value while cash flows for the exponential growth period of ten years comprise a very negligible portion of the overall value.</p>\n<p>The discount rate (or Weighted Average Cost of Capital or \"WACC\") is 5.27% derived from CAPM formula. This is the rate that is used to discount the future cash flows to calculate a present value. So unlike a lot of self-taught retail investors who love to assign a target price five years down the road based on valuation multiple, we are moving in the opposite direction by calculating how much the future cash flow stream is worth today and then deciding to buy or sell if the worth today is higher or lower than market price.</p>\n<p><img src=\"https://static.tigerbbs.com/027c8be7a8807317ec42309135a12baa\" tg-width=\"613\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>How dilutive is stock-based compensation?</p>\n<p>A lot has been said about the dilutive impact of the high level of stock-based compensation offered by Palantir to its employees. However, the big question is how do we factor this impact into the valuation to see if the slumping stock price has already reflected the upcoming hit from exercise of stock options and vesting of restricted stock units.</p>\n<p>To set the stage, I turn to the Dean of Valuation,Prof. Aswath Damodaranto gauge the impact of SBC.</p>\n<blockquote>\n The stock-based compensation may not represent cash but it is so only because the company has used a barter system to evade the cash flow effect. Put differently, if the company had issued the options and restricted stock (that it was planning to give employees) to the market and then used the cash proceeds to pay employees, we would have treated it as a cash expense.\n</blockquote>\n<p>According to Prof. Damodaran, there are two impacts of SBC:</p>\n<blockquote>\n Continuing earnings/cash flow impact: If you are valuing a company that is expected to continue paying its employees with options and/or restricted stock, your forecasted earnings and cash flows for the company will be lower than for an otherwise similar company that does not follow the same practice. These lower cash flows will reduce the value of the business and equity today.Deadweight effect of past compensation: If a company has used options in the past to compensate employees and these options are still live, they represent another claim on equity (besides that of the common stockholders) and the value of this claim has to be netted out of the value of equity to arrive at the value of common stock. The latter should then be divided by the actual number of shares outstanding to get to the value per share. (Restricted stock should have no deadweight costs and can just be included in the outstanding shares today).\n</blockquote>\n<p>I've incorporated these two impacts as follows:</p>\n<ul>\n <li>The continuing earnings impact from new options/RSU grants features in with SBC in line with other tech companies starting off with 21% of revenue in 2021 (approx. costs of $300million) gradually declining to 10% in 2030 (approx. cost of $926million).</li>\n <li>The deadweight impact of past SBC is reflected by netting out from the value of equity, my latest estimate of aggregate intrinsic value of all stock options granted by Palantir of $8.4 billion. The company reported this amount as $8.1 billion in note 10 of 1Q-2021 financial statements as at March 31, 2021, when the closing price of Palantir was USD23.29/share. I've simply recalculated it with the last closing price of USD24.05/share. Also, I've added the last reported number of RSUs of 174,534 shares into the share count to calculate my target price.</li>\n</ul>\n<p>Just to demonstrate the scale of dilution caused by SBC, these two adjustments dilute the target price by approx. 23% (from an undiluted target price of USD26/share to a diluted target price of USD20/share).</p>\n<p><b>Takeaways</b></p>\n<p>Palantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations. Despite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality. However, the stock price being off 47% from its highest level since listing does not mean that we are getting a bargain here and there is no surety that the correction is over. Investors need to rein in the greed itch and wait for an entry point with a decent margin of safety.</p>\n<p>Take everything you read with substantial skepticism and a healthy grain of salt. Invest based on your own financial profile and your appetite for volatility. Information discussed here should not be considered as an \"investment advice\" or as a \"recommendation\".</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Good, The Bad And The Ugly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Good, The Bad And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433368-palantir-the-good-the-bad-and-the-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations.\nDespite its entry into the pantheon ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433368-palantir-the-good-the-bad-and-the-ugly\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433368-palantir-the-good-the-bad-and-the-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120676282","content_text":"Summary\n\nPalantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations.\nDespite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality.\nInvestors need to rein in the greed itch and wait for an entry point with a decent margin of safety.\n\nPalantir Technologies (NYSE:PLTR) is a favorite stock of ARK Invest and retail investors who see it as the paragon of stocks with exponential growth potential, trading at deep value. Let's take a look at the good, the bad and the ugly side of Palantir with my cynical lens.\nThe good\nThe good thing about Palantir is the growth hype as investors see a very large aura of growth potential around this stock. In the absence of a sky-high price target from a guru like Cathie Wood to anchor hype-based investors, people are dreaming about Palantir as the next $1 trillion market cap company with a juicy 25x upside five years down the road.\nAs they say, most myths begin with a kernel of truth. Palantir is a data mining analytics company founded back in 2003 which went public in September 2020. The need for data analytics has exploded as companies and governments attempt to leverage the ever-growing amounts of data being collected continuously. As we enter the Age of Data, Palantir has won over intelligence agencies, governments as well as commercial organizations with its tools to make better decisions.\nTo put Palantir's growth trajectory into context, its revenue grew at a 5-year CAGR of 25% between 2015 and 2020 and management is guiding that its revenues will grow at 30%+ over the coming five years. Unlike many other nearly two-decade old companies who would experience a gradually decelerating rate of top-line growth, Palantir expects revenue growth to take off in the coming years.\nIn my view, hype is a good thing for a stock, but only as long as it does not become too detached from reality.\nThe bad\nThe bad thing about Palantir is obviously the value perspective. Given the recent IPO and large retail following, the bullish thesis on Palantir dismisses the methodical discounted cash flow-based valuation process in favor of a more flexible \"vision-based\" valuation with which unsophisticated investors feel at home.\nOn January 17th, Palantir touched an intraday high of $45/share before the reflation trade flattened the uptrend in tech stocks. With Palantir trading at around 47% off its high, seemingly a bargain vs. a few months back, there is no dearth of investors afflicted with the greed itch which makes people believe that it's much less risky to invest than to miss out on investing.\n\nThe ugly\nThe ugly things about Palantir are the rude awakening faced by investors about share sales by early investors, its highly dilutive employee compensation structure as well as potential ESG issues in the business model.\nPalantir opted for a direct listing (instead of an initial public offering) under which its employees and early investors sold up to 20% of their holdings directly to the public. The remaining 80% holdings were subject to a lock-up which expired three days after Palantir filed its 2020 financial results on Feb 16th. As soon as the lock-up ended, there were sales by early investors (no surprise) which increased the supply of shares in the market, probably pushing the price down somewhat.\nStock-based compensation (SBC) has been a raw nerve for Palantir ever since it filed its first set of financial statements for 3Q-2020 where it had a large spike in SBC of which $778 million related to 'accelerated attribution' from the direct listing of the company. During 4Q2020 and 1Q2021, SBC remained elevated vs. pre-listing period (see table below) due to what is characterized as 'overhang' by the management which is likely to normalize over the next couple of years.\n\nIn my view, the main issue is Palantir's excessive reliance on dilutive modes of employee compensation like stock options and restricted stock units. Even if we gloss over the blip in SBC for 2020 which is high due to the impact of listing, Palantir's SBC relative to its revenues was much higher than other tech companies for the past several years (see table below).\n\nManagements of tech companies keep repeating the mantra that SBC is a non-cash expense (routinely added-back to calculate non-GAAP profitability metrics). However, the end result of SBC is dilution by issuing new shares to employees at dirt cheap prices. Later on in this note, I will show how much value SBC is taking away from investors.\nAnother ugly facet of Palantir is itsdubious ESG credentialsbecause of its association with the military-industrial complex via the work it does for US Central Intelligence Agency (\"CIA\"), US Department of Defense (\"DoD\") and US Immigration and Customs Enforcement (\"ICE\"). Without passing any judgement on Palantir's business model or the effectiveness of ESG investment style, I think it's safe to say that an ever-growing section of investment funds allocated based on Ethical, Social and Governance (\"ESG\") principals and its predecessor Socially Responsible Investing (\"SRI\") will not fully embrace a company like Palantir.\nThe worth of Palantir\nBeauty lies in the eye of the beholder. In the same way, the worth of Palantir depends on who is looking to invest in it. A hype-based investor HODL-ing glamour stocks is not likely to take the cumbersome route of projecting future cash flows to see if they make any sense vs. the price being paid today. For such investors the future holds a simple promise that 'There shall be showers of blessing.' On the other hand, a value-based investor will invest in Palantir if she sees its DCF-based intrinsic value substantially higher than the current market price and notices triggers for this value gap to be bridged.\nIn my view, the worth (or DCF-based intrinsic value) of Palantir is USD20/share, quite a way below its prevailing market price. Despite its cult-like status in the meme stock hall of fame after the post-listing mad-rush, the valuation is obviously not too overstretched, thanks to the sharp correction.\n\nI calculate the worth of Palantir as USD20/share based on an explicit cash flow forecast for the next ten years with exponential growth (based on my best-judgement rosy outlook) and a terminal value assuming Palantir matures in ten years and enters a steady state of stable growth.\nLet's unpack the ten-year exponential growth period assumptions. In the first five years, I assume that revenues will grow at an annual growth rate of 30% (per management guidance). From year 6 to year 10, revenue growth gradually tapers offs to an average annual rate of 18% pa.\n\nThe favorite profitability metric of Palantir management is Adjusted Operating Margin (which essentially ignores stock-based compensation i.e. Adjusted Operating Profit = EBIT + SBC). For the first year of the exponential growth period, I assumed Adjusted Operating Margin of 23% (management guided to this margin for 2Q-2021 only). From year two onwards, I assumed a gradual expansion in Adjusted Operating Margin thinking that some of the non-SBC costs will be of fixed nature, i.e. Palantir will enjoy some benefit of its growing scale in the form of fixed costs spread out over a bigger revenue base. I've assumed about 9% pt expansion in Adjusted Operating Margin over year two to year ten.\nSome readers with a bearish view could question this assumption as not being realistic. Well, it's just a guess to incorporate potential sticky costs in the analysis although, to be fair, it's next to impossible to quantify the level of stickiness in operating expenses with any degree of accuracy. Nevertheless, there is a clear evidence (see table below) of some sticky costs in the last three years of financial data where the ratio of non-SBC COGS + Opex to revenues has declined with the growth in revenues.\n\nThe other key assumptions are terminal growth rate and discount rate.\nI've used a terminal growth rate of 3% to grow Palantir's cash flows into perpetuity once it enters a steady state in ten years. Terminal growth rate is a notorious assumption in DCF models. The higher the terminal growth rate assumption, the higher the intrinsic value. This is even more true for Palantir, whose intrinsic value primarily comprises of terminal value while cash flows for the exponential growth period of ten years comprise a very negligible portion of the overall value.\nThe discount rate (or Weighted Average Cost of Capital or \"WACC\") is 5.27% derived from CAPM formula. This is the rate that is used to discount the future cash flows to calculate a present value. So unlike a lot of self-taught retail investors who love to assign a target price five years down the road based on valuation multiple, we are moving in the opposite direction by calculating how much the future cash flow stream is worth today and then deciding to buy or sell if the worth today is higher or lower than market price.\n\nHow dilutive is stock-based compensation?\nA lot has been said about the dilutive impact of the high level of stock-based compensation offered by Palantir to its employees. However, the big question is how do we factor this impact into the valuation to see if the slumping stock price has already reflected the upcoming hit from exercise of stock options and vesting of restricted stock units.\nTo set the stage, I turn to the Dean of Valuation,Prof. Aswath Damodaranto gauge the impact of SBC.\n\n The stock-based compensation may not represent cash but it is so only because the company has used a barter system to evade the cash flow effect. Put differently, if the company had issued the options and restricted stock (that it was planning to give employees) to the market and then used the cash proceeds to pay employees, we would have treated it as a cash expense.\n\nAccording to Prof. Damodaran, there are two impacts of SBC:\n\n Continuing earnings/cash flow impact: If you are valuing a company that is expected to continue paying its employees with options and/or restricted stock, your forecasted earnings and cash flows for the company will be lower than for an otherwise similar company that does not follow the same practice. These lower cash flows will reduce the value of the business and equity today.Deadweight effect of past compensation: If a company has used options in the past to compensate employees and these options are still live, they represent another claim on equity (besides that of the common stockholders) and the value of this claim has to be netted out of the value of equity to arrive at the value of common stock. The latter should then be divided by the actual number of shares outstanding to get to the value per share. (Restricted stock should have no deadweight costs and can just be included in the outstanding shares today).\n\nI've incorporated these two impacts as follows:\n\nThe continuing earnings impact from new options/RSU grants features in with SBC in line with other tech companies starting off with 21% of revenue in 2021 (approx. costs of $300million) gradually declining to 10% in 2030 (approx. cost of $926million).\nThe deadweight impact of past SBC is reflected by netting out from the value of equity, my latest estimate of aggregate intrinsic value of all stock options granted by Palantir of $8.4 billion. The company reported this amount as $8.1 billion in note 10 of 1Q-2021 financial statements as at March 31, 2021, when the closing price of Palantir was USD23.29/share. I've simply recalculated it with the last closing price of USD24.05/share. Also, I've added the last reported number of RSUs of 174,534 shares into the share count to calculate my target price.\n\nJust to demonstrate the scale of dilution caused by SBC, these two adjustments dilute the target price by approx. 23% (from an undiluted target price of USD26/share to a diluted target price of USD20/share).\nTakeaways\nPalantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations. Despite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality. However, the stock price being off 47% from its highest level since listing does not mean that we are getting a bargain here and there is no surety that the correction is over. Investors need to rein in the greed itch and wait for an entry point with a decent margin of safety.\nTake everything you read with substantial skepticism and a healthy grain of salt. Invest based on your own financial profile and your appetite for volatility. Information discussed here should not be considered as an \"investment advice\" or as a \"recommendation\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112664385,"gmtCreate":1622866868347,"gmtModify":1704192749290,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Keep it going [Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Keep it going [Happy]&nbsp;","text":"$E-home Service(EJH)$Keep it going [Happy]","images":[{"img":"https://static.tigerbbs.com/0acda7f694e8e3bef7837e7eb077c918","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/112664385","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":116614986,"gmtCreate":1622795737145,"gmtModify":1704191345248,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like and comment, thank you [Smile]&nbsp;","listText":"Pls like and comment, thank you [Smile]&nbsp;","text":"Pls like and comment, thank you [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/116614986","repostId":"1188106021","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://community-static.tradeup.com/news/59e2bd04cc5de36cce93c966dde9390b","crmLevel":2,"crmLevelSwitch":0},"content":"Please return thks","text":"Please return thks","html":"Please return thks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113291807,"gmtCreate":1622617131509,"gmtModify":1704187400012,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nearly 40! [Surprised]&nbsp;","listText":"Nearly 40! [Surprised]&nbsp;","text":"Nearly 40! [Surprised]","images":[{"img":"https://static.tigerbbs.com/49f6bfaa6dbdb7a8d893977d4435065e","width":"1125","height":"3477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113291807","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":113293460,"gmtCreate":1622617085050,"gmtModify":1704187397887,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Pls continue [Grin]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Pls continue [Grin]&nbsp;","text":"$NIO Inc.(NIO)$Pls continue [Grin]","images":[{"img":"https://static.tigerbbs.com/7c9f78ed7f1b547e4f8f0533d7ab93fb","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113293460","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119686506,"gmtCreate":1622542269005,"gmtModify":1704185945484,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Up up! [Cool]&nbsp;","listText":"Up up! [Cool]&nbsp;","text":"Up up! [Cool]","images":[{"img":"https://static.tigerbbs.com/28211e9607129aac374da5c62beb228d","width":"1125","height":"2964"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119686506","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119349064,"gmtCreate":1622522791558,"gmtModify":1704185581974,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>[Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>[Cool]&nbsp;","text":"$Pfizer(PFE)$[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119349064","repostId":"2139304437","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135940996,"gmtCreate":1622127881715,"gmtModify":1704180035911,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Continue to soar! [Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Continue to soar! [Cool]&nbsp;","text":"$E-home Service(EJH)$Continue to soar! [Cool]","images":[{"img":"https://static.tigerbbs.com/b6611f6ee3d54f0da24aaaaed75c0a38","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/135940996","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":138155638,"gmtCreate":1621919959024,"gmtModify":1704364465811,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Keep it coming! [Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Keep it coming! [Miser]&nbsp;","text":"$NIO Inc.(NIO)$Keep it coming! [Miser]","images":[{"img":"https://static.tigerbbs.com/600266765066eaabd15026e9b0fba2ac","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138155638","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":131106522,"gmtCreate":1621832053266,"gmtModify":1704362996642,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"For consideration ??","listText":"For consideration ??","text":"For consideration ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/131106522","repostId":"1150365141","repostType":4,"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569750028742479","authorId":"3569750028742479","name":"cheekeong","avatar":"https://static.tigerbbs.com/064e35722748144f5c935ee80c48733c","crmLevel":3,"crmLevelSwitch":0},"content":"Response please","text":"Response please","html":"Response please"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":135940996,"gmtCreate":1622127881715,"gmtModify":1704180035911,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Continue to soar! [Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Continue to soar! [Cool]&nbsp;","text":"$E-home Service(EJH)$Continue to soar! [Cool]","images":[{"img":"https://static.tigerbbs.com/b6611f6ee3d54f0da24aaaaed75c0a38","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/135940996","isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":195500314,"gmtCreate":1621299778938,"gmtModify":1704355338615,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome! Like and comment please, thanks","listText":"Awesome! Like and comment please, thanks","text":"Awesome! Like and comment please, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195500314","repostId":"2136954804","repostType":4,"repost":{"id":"2136954804","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621284964,"share":"https://www.laohu8.com/m/news/2136954804?lang=&edition=full","pubTime":"2021-05-18 04:56","market":"us","language":"en","title":"Tencent Music beats profit estimates on subscription growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2136954804","media":"Tiger Newspress","summary":"China's Tencent Music Entertainment Group on Monday beat quarterly profit estimates, driven by stron","content":"<p>China's Tencent Music Entertainment Group on Monday beat quarterly profit estimates, driven by strong growth in subscription revenue and advertising sales from its music streaming platform.</p><p>The company has been expanding its music library through new partnerships and multi-year licensing deals. That, coupled with efforts to diversify its content base through long-form shows and live talk shows have helped lure more paying users to its music platform as well as advertisers.</p><p>Tencent Music and Sony Music Entertainment said on Monday they had signed a multi-year extension of their digital distribution agreement.</p><p>Total revenue of the company, controlled by Chinese tech giant Tencent Holdings Ltd, rose to 7.82 billion yuan ($1.21 billion) in the first quarter from a year earlier. Analysts were expecting revenue of 7.73 billion yuan, according to IBES data from Refinitiv.</p><p>Profit attributable to equity holders of the company rose to 926 million yuan ($143.82 million), from 887 million yuan a year earlier.</p><p>Excluding items, the company earned 69 yuan per American Depository Share (ADS), above estimates of 55 yuan per ADS.</p><p>U.S.-listed shares of Tencent Music were&nbsp;once down &nbsp;more&nbsp;than&nbsp;2% in trading after the bell.</p><p><img src=\"https://static.tigerbbs.com/016ba0b66048d554062aa660b12f8770\" tg-width=\"1293\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent Music beats profit estimates on subscription growth</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\">\nTencent Music beats profit estimates on subscription growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 04:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China's Tencent Music Entertainment Group on Monday beat quarterly profit estimates, driven by strong growth in subscription revenue and advertising sales from its music streaming platform.</p><p>The company has been expanding its music library through new partnerships and multi-year licensing deals. That, coupled with efforts to diversify its content base through long-form shows and live talk shows have helped lure more paying users to its music platform as well as advertisers.</p><p>Tencent Music and Sony Music Entertainment said on Monday they had signed a multi-year extension of their digital distribution agreement.</p><p>Total revenue of the company, controlled by Chinese tech giant Tencent Holdings Ltd, rose to 7.82 billion yuan ($1.21 billion) in the first quarter from a year earlier. Analysts were expecting revenue of 7.73 billion yuan, according to IBES data from Refinitiv.</p><p>Profit attributable to equity holders of the company rose to 926 million yuan ($143.82 million), from 887 million yuan a year earlier.</p><p>Excluding items, the company earned 69 yuan per American Depository Share (ADS), above estimates of 55 yuan per ADS.</p><p>U.S.-listed shares of Tencent Music were&nbsp;once down &nbsp;more&nbsp;than&nbsp;2% in trading after the bell.</p><p><img src=\"https://static.tigerbbs.com/016ba0b66048d554062aa660b12f8770\" tg-width=\"1293\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TME":"腾讯音乐"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136954804","content_text":"China's Tencent Music Entertainment Group on Monday beat quarterly profit estimates, driven by strong growth in subscription revenue and advertising sales from its music streaming platform.The company has been expanding its music library through new partnerships and multi-year licensing deals. That, coupled with efforts to diversify its content base through long-form shows and live talk shows have helped lure more paying users to its music platform as well as advertisers.Tencent Music and Sony Music Entertainment said on Monday they had signed a multi-year extension of their digital distribution agreement.Total revenue of the company, controlled by Chinese tech giant Tencent Holdings Ltd, rose to 7.82 billion yuan ($1.21 billion) in the first quarter from a year earlier. Analysts were expecting revenue of 7.73 billion yuan, according to IBES data from Refinitiv.Profit attributable to equity holders of the company rose to 926 million yuan ($143.82 million), from 887 million yuan a year earlier.Excluding items, the company earned 69 yuan per American Depository Share (ADS), above estimates of 55 yuan per ADS.U.S.-listed shares of Tencent Music were once down  more than 2% in trading after the bell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116614986,"gmtCreate":1622795737145,"gmtModify":1704191345248,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pls like and comment, thank you [Smile]&nbsp;","listText":"Pls like and comment, thank you [Smile]&nbsp;","text":"Pls like and comment, thank you [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/116614986","repostId":"1188106021","repostType":4,"repost":{"id":"1188106021","pubTimestamp":1622777592,"share":"https://www.laohu8.com/m/news/1188106021?lang=&edition=full","pubTime":"2021-06-04 11:33","market":"us","language":"en","title":"5 Growth Stocks To Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1188106021","media":"Nasdaq","summary":"Check Out These 5 Top Growth Stocks In The Stock Market TodayInvesting in growth stocks can be a gre","content":"<p>Check Out These 5 Top Growth Stocks In The Stock Market Today</p><p>Investing in growth stocks can be a great way to make money in thestock market. For many individuals, the key objective is to construct a portfolio to at least beat inflation. But I guess it’s safe to say that most would like to beat the index, generating superior returns compared to the market’s benchmark. That way, you know you are investing right.</p><p>If you are looking for&nbsp;top growth stocks to buy, you should look for companies that could expand their top-line quickly. In general, a strong revenue growth trend may indicate that a company has excellent products that consumers can’t live without. But it’s also equally important to assess whether these companies can keep growing quickly. After all, being able to grow quickly today means nothing if it’s not sustainable over the longer term. With all that being said, let’s look at some of the best growth stocks to watch in thestock market today.</p><p>Best Growth Stocks To Watch Right Now</p><ol><li><b><a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a> Ltd.</b>(NYSE: BB)</li><li><b>Cloudflare Inc.</b>(NYSE: NET)</li><li><b><a href=\"https://laohu8.com/S/SQ\">Square</a> Inc.</b>(NYSE: SQ)</li><li><b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a> Inc.</b>(NASDAQ: ZNGA)</li><li><b><a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc.</a></b>(NYSE: TDOC)</li></ol><p><a href=\"https://laohu8.com/S/BB\">BlackBerry</a></p><p>While a big part of the rally has to do with Redditers pushing up the stock, the company’s development is what attracts me to BB stock. The company has a string of partnerships that would propel BB stock higher in the long run. Recall that the company partnered with <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> (NASDAQ: AMZN) to develop an app store for connected cars. If you believe that its auto app store, IVY, will be a big hit, any weakness in BB stock is an opportunity to scoop up the shares at a discount. Given all these points, would you consider BB stock a long-term investment?</p><p>Cloudflare</p><p>Cloudflare is possibly <a href=\"https://laohu8.com/S/AONE\">one</a> of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.</p><p>From the company’s first-quarter earnings, revenue came in 51% higher year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, NET stock has surged more than 20% over the past month. With such strong fundamentals, should investors buy NET stock right now?</p><p>Square</p><p>Square is another growth stock to watch capitalizing on the fintech megatrend. It combines software with hardware to enable sellers to utilize mobile devices and computing devices for payments and point-of-sale solutions. It has played a vital role in the digital economy and has empowered millions to shift to its digital payment solutions.</p><p>If you have been keeping up with the lateststock market news, you have likely heard of meme stocks. And when it comes tomeme stocks, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> (NYSE: AMC) will most probably be the first to pop up in your mind. But in our article today, we are more interested in BlackBerry as it is at the forefront of two of the biggest trends today, namely IT security and autonomous driving. The meme stocks rally is sending BB stock at least 70% higher over the past week.</p><p>From its first-quarter fiscal earnings, gross profit came in 79% higher year-over-year to $964 million. In detail, Square’s Seller ecosystem generated $468 million in gross profit for the quarter, a 32% increase compared to a year earlier. Also, its Cash App generated a whopping $495 million in gross profit, an increase of 171% year-over-year. <a href=\"https://laohu8.com/S/TSS\">Total</a> net revenue for the quarter was $5.06 billion, up by 266% year-over-year. If anything, the company has also shown commendable resilience. Despite strict lockdowns around the world, its Seller’s gross profit continued to grow. All things considered, will you add SQ stock to your portfolio?</p><p>Zynga</p><p>After Gamestop (NYSE: GME), Zynga is probably the most discussed gaming company among millennials. Zynga is a company behind many successful mobile games, such as<i>Words with Friends</i>and<i>Zynga Poker,</i>just to name a few. Recently, Zynga announced the acquisition of game developer Rollic, which has launched the popular games<i>High Heels!</i>And<i>Blob Runner <a href=\"https://laohu8.com/S/DDD\">3D</a>.</i>In addition, the company has also bought the Echtra game company, which is likely to strengthen Zynga’s development capabilities for future cross-platform projects.</p><p>From its first-quarter earnings, revenue came in 68% higher year-over-year to $680 million. Following strong top-line growth, Zynga went on to raise its full-year 2021 guidance for revenue to $2.7 billion, representing a growth of 37% year-over-year. Considering the strong growth in its revenue, would you say that ZNGA stock is a top growth stock to buy and hold for the long run?</p><p>Teladoc Health</p><p>The last growth stock to watch on this list is Teladoc Health. No doubt, Teladoc did indeed benefit immensely from the pandemic. This came as no surprise seeing that the company’s plethora of telehealth services remain a vital service during the pandemic. Considering it has shed around 50% of its value since peaking in February, many investors are seeing this as an opportunity to buy TDOC stock at great discounts. Teladoc Health reported its first-quarter financials on April 28. In it, it raised full-year guidance as first-quarter revenue came in 151% higher year-over-year to a record $453.7 million.</p><p>One reason why investors are bullish is that Teladoc is slowly creating cheaper remote alternatives to the inconvenient, inefficient health care system we have today. Also, consulting firm McKinsey &amp; Company projects that the U.S. virtual care market could approach $250 billion annually after the pandemic is over. The fact that more players are getting into telemedicine is a validation of the market potential here. Teladoc’s strategic maneuvers in the past years have cemented its position as a leader in its space. Therefore, it seems to me that TDOC stock has a potentially long growth runway ahead.</p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Growth Stocks To Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Growth Stocks To Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/5-growth-stocks-to-watch-this-week-2021-06-03><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Check Out These 5 Top Growth Stocks In The Stock Market TodayInvesting in growth stocks can be a great way to make money in thestock market. For many individuals, the key objective is to construct a ...</p>\n\n<a href=\"https://www.nasdaq.com/articles/5-growth-stocks-to-watch-this-week-2021-06-03\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","SQ":"Block","ZNGA":"Zynga","TDOC":"Teladoc Health Inc.","NET":"Cloudflare, Inc."},"source_url":"https://www.nasdaq.com/articles/5-growth-stocks-to-watch-this-week-2021-06-03","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188106021","content_text":"Check Out These 5 Top Growth Stocks In The Stock Market TodayInvesting in growth stocks can be a great way to make money in thestock market. For many individuals, the key objective is to construct a portfolio to at least beat inflation. But I guess it’s safe to say that most would like to beat the index, generating superior returns compared to the market’s benchmark. That way, you know you are investing right.If you are looking for top growth stocks to buy, you should look for companies that could expand their top-line quickly. In general, a strong revenue growth trend may indicate that a company has excellent products that consumers can’t live without. But it’s also equally important to assess whether these companies can keep growing quickly. After all, being able to grow quickly today means nothing if it’s not sustainable over the longer term. With all that being said, let’s look at some of the best growth stocks to watch in thestock market today.Best Growth Stocks To Watch Right NowBlackBerry Ltd.(NYSE: BB)Cloudflare Inc.(NYSE: NET)Square Inc.(NYSE: SQ)Zynga Inc.(NASDAQ: ZNGA)Teladoc Health Inc.(NYSE: TDOC)BlackBerryWhile a big part of the rally has to do with Redditers pushing up the stock, the company’s development is what attracts me to BB stock. The company has a string of partnerships that would propel BB stock higher in the long run. Recall that the company partnered with Amazon.com (NASDAQ: AMZN) to develop an app store for connected cars. If you believe that its auto app store, IVY, will be a big hit, any weakness in BB stock is an opportunity to scoop up the shares at a discount. Given all these points, would you consider BB stock a long-term investment?CloudflareCloudflare is possibly one of the most exciting cloud companies to look out for if you are investing for the long term. For those unfamiliar with the business, Cloudflare’s aim is to build a better and safer internet. Some of the company’s potential growth drivers include serverless computing, internet of things (IoT), and 5G. These present massive opportunities for the company to tap into. With more businesses moving their operations to the cloud, Cloudflare could see explosive growth in this burgeoning cybersecurity industry. That’s because of its role in safeguarding and speeding up the internet.From the company’s first-quarter earnings, revenue came in 51% higher year-over-year to $138.1 million. The network security and content delivery network (CDN) provider also sees strong large customer growth, with a record addition of roughly 120 large customers in the quarter. More importantly, large customers now represent greater than 50% of revenue. Following these earnings, NET stock has surged more than 20% over the past month. With such strong fundamentals, should investors buy NET stock right now?SquareSquare is another growth stock to watch capitalizing on the fintech megatrend. It combines software with hardware to enable sellers to utilize mobile devices and computing devices for payments and point-of-sale solutions. It has played a vital role in the digital economy and has empowered millions to shift to its digital payment solutions.If you have been keeping up with the lateststock market news, you have likely heard of meme stocks. And when it comes tomeme stocks, AMC Entertainment (NYSE: AMC) will most probably be the first to pop up in your mind. But in our article today, we are more interested in BlackBerry as it is at the forefront of two of the biggest trends today, namely IT security and autonomous driving. The meme stocks rally is sending BB stock at least 70% higher over the past week.From its first-quarter fiscal earnings, gross profit came in 79% higher year-over-year to $964 million. In detail, Square’s Seller ecosystem generated $468 million in gross profit for the quarter, a 32% increase compared to a year earlier. Also, its Cash App generated a whopping $495 million in gross profit, an increase of 171% year-over-year. Total net revenue for the quarter was $5.06 billion, up by 266% year-over-year. If anything, the company has also shown commendable resilience. Despite strict lockdowns around the world, its Seller’s gross profit continued to grow. All things considered, will you add SQ stock to your portfolio?ZyngaAfter Gamestop (NYSE: GME), Zynga is probably the most discussed gaming company among millennials. Zynga is a company behind many successful mobile games, such asWords with FriendsandZynga Poker,just to name a few. Recently, Zynga announced the acquisition of game developer Rollic, which has launched the popular gamesHigh Heels!AndBlob Runner 3D.In addition, the company has also bought the Echtra game company, which is likely to strengthen Zynga’s development capabilities for future cross-platform projects.From its first-quarter earnings, revenue came in 68% higher year-over-year to $680 million. Following strong top-line growth, Zynga went on to raise its full-year 2021 guidance for revenue to $2.7 billion, representing a growth of 37% year-over-year. Considering the strong growth in its revenue, would you say that ZNGA stock is a top growth stock to buy and hold for the long run?Teladoc HealthThe last growth stock to watch on this list is Teladoc Health. No doubt, Teladoc did indeed benefit immensely from the pandemic. This came as no surprise seeing that the company’s plethora of telehealth services remain a vital service during the pandemic. Considering it has shed around 50% of its value since peaking in February, many investors are seeing this as an opportunity to buy TDOC stock at great discounts. Teladoc Health reported its first-quarter financials on April 28. In it, it raised full-year guidance as first-quarter revenue came in 151% higher year-over-year to a record $453.7 million.One reason why investors are bullish is that Teladoc is slowly creating cheaper remote alternatives to the inconvenient, inefficient health care system we have today. Also, consulting firm McKinsey & Company projects that the U.S. virtual care market could approach $250 billion annually after the pandemic is over. The fact that more players are getting into telemedicine is a validation of the market potential here. Teladoc’s strategic maneuvers in the past years have cemented its position as a leader in its space. Therefore, it seems to me that TDOC stock has a potentially long growth runway ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578653033561627","authorId":"3578653033561627","name":"Jefflim","avatar":"https://community-static.tradeup.com/news/59e2bd04cc5de36cce93c966dde9390b","crmLevel":2,"crmLevelSwitch":0},"content":"Please return thks","text":"Please return thks","html":"Please return thks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195025493,"gmtCreate":1621241674812,"gmtModify":1704354487294,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"More will buy <a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>? [Doubt]&nbsp;","listText":"More will buy <a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>? [Doubt]&nbsp;","text":"More will buy $SINGAPORE AIRLINES LTD(C6L.SI)$? [Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/195025493","repostId":"1124849230","repostType":4,"repost":{"id":"1124849230","pubTimestamp":1621240999,"share":"https://www.laohu8.com/m/news/1124849230?lang=&edition=full","pubTime":"2021-05-17 16:43","market":"sg","language":"en","title":"Singapore and Hong Kong to postpone travel bubble again as Covid cases rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1124849230","media":"CNBC","summary":"KEY POINTSSingapore’s transport ministry said in a statement that “in light of the recent increase i","content":"<div>\n<p>KEY POINTSSingapore’s transport ministry said in a statement that “in light of the recent increase in unlinked community cases, Singapore is unable to meet the criteria to start” the travel bubble.The...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/17/singapore-hong-kong-push-back-launch-date-for-air-travel-bubble.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore and Hong Kong to postpone travel bubble again as Covid cases rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore and Hong Kong to postpone travel bubble again as Covid cases rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/17/singapore-hong-kong-push-back-launch-date-for-air-travel-bubble.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSingapore’s transport ministry said in a statement that “in light of the recent increase in unlinked community cases, Singapore is unable to meet the criteria to start” the travel bubble.The...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/17/singapore-hong-kong-push-back-launch-date-for-air-travel-bubble.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","00293":"国泰航空","C6L.SI":"新加坡航空公司"},"source_url":"https://www.cnbc.com/2021/05/17/singapore-hong-kong-push-back-launch-date-for-air-travel-bubble.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1124849230","content_text":"KEY POINTSSingapore’s transport ministry said in a statement that “in light of the recent increase in unlinked community cases, Singapore is unable to meet the criteria to start” the travel bubble.The Hong Kong government said in a statement that further updates will be announced on or before June 13.SINGAPORE — Singapore and Hong Kong have once again pushed back the start date of a long-anticipated air travel bubble arrangement, the two cities announced Monday.The travel bubble, which would have allowed travelers to skip quarantine, had been planned to begin on May 26. The scheme has faced multiple rounds of delays from its initial launch date in November 2020.Singapore’s transport ministry said in a statement that “in light of the recent increase in unlinked community cases, Singapore is unable to meet the criteria to start” the travel bubble.Meanwhile,the Hong Kong government said in a statement that further updates will be announced on or before June 13.Covid-19 cases in Singapore have climbed in the past few days.In a preliminary update on Monday, Singapore’s health ministry said it confirmed an additional 21 locally transmitted infections, of which 11 were not linked to previous cases.That takes Singapore’s cumulative Covid cases to more than 61,600 and 31 deaths, data by the health ministry showed.The rise in locally transmitted cases has led the Singapore government to tighten measures in recent weeks to stem the spread of Covid.Stricter measures that took effect over the weekend include banning all dine-in at food and beverage establishments, as well as limiting public social gatherings to two people. Most schools will be closed and moved online from Wednesday.Both Singapore and Hong Kong are major Asian business hubs with no domestic air travel markets. Their tourism and aviation industries rely heavily on international travel, and have been badly hit by the pandemic.Hong Kong said Monday it detected one additional imported Covid case, taking its total confirmed and probable infections to 11,826, official data showed. The city has reported 210 deaths so far.","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117057521,"gmtCreate":1623111378263,"gmtModify":1704196180913,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh yeah [Cool]&nbsp;","listText":"Oh yeah [Cool]&nbsp;","text":"Oh yeah [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117057521","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","pubTimestamp":1623078982,"share":"https://www.laohu8.com/m/news/1133174841?lang=&edition=full","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is Sandbagging Growth Projections</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163092909,"gmtCreate":1623852784701,"gmtModify":1703821474568,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh yay [Miser]&nbsp;","listText":"Oh yay [Miser]&nbsp;","text":"Oh yay [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/163092909","repostId":"1146386859","repostType":2,"repost":{"id":"1146386859","pubTimestamp":1623417074,"share":"https://www.laohu8.com/m/news/1146386859?lang=&edition=full","pubTime":"2021-06-11 21:11","market":"us","language":"en","title":"NIO: Buy This Chinese EV Manufacturer While It's Still Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1146386859","media":"seekingalpha","summary":"NIO is a dominant EV manufacturer in the electric SUV segment in China.Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly spec","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is a dominant EV manufacturer in the electric SUV segment in China.</li>\n <li>Despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.</li>\n <li>As the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.</li>\n</ul>\n<p>NIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.</p>\n<p><b>Dominating the Chinese Market</b></p>\n<p>Founded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.</p>\n<p>In recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&amp;P 500 Index.</p>\n<p><img src=\"https://static.tigerbbs.com/23b2ed509a529a876c423f3e9426be3f\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Chart: Seeking Alpha</i></p>\n<p>Despite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.</p>\n<p>One of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.</p>\n<p>On top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.</p>\n<p><img src=\"https://static.tigerbbs.com/71905e5a90565b6a7e8864b3f6b0c226\" tg-width=\"883\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: Seeking Alpha</i></p>\n<p>At this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.</p>\n<p>All of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.</p>\n<p>Another uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.</p>\n<p>Going forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.</p>\n<p>Considering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.</p>","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>NIO: Buy This Chinese EV Manufacturer While It's Still Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Buy This Chinese EV Manufacturer While It's Still Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4434085-nio-buy-this-chinese-ev-manufacturer-while-its-still-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146386859","content_text":"Summary\n\nNIO is a dominant EV manufacturer in the electric SUV segment in China.\nDespite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla.\nAs the Chinese EV market will continue to aggressively expand in the upcoming years, we believe that NIO has all the chances to create additional shareholder value in the future.\n\nNIO(NYSE:NIO)is a dominant EV manufacturer in the electric SUV segment in China. It has been constantly increasing its deliveries every quarter, its revenues have been growing at a triple-digit rate in recent years, and despite competing in the luxurious SUV segment, its cars are more affordable in comparison to the cars of its peers such as Tesla(NASDAQ:TSLA). While NIO's stock has depreciated last month, there's every reason to believe that its growth story is far from over, as the Chinese EV market will continue to aggressively expand in the upcoming years and the penetration of electric vehicles on its roads is only going to increase. Considering this, the company has all the chances to create additional shareholder value in the long run.\nDominating the Chinese Market\nFounded in 2014, NIO is an electric vehicle manufacturer that's headquartered in Shanghai, China. The company mostly specializes in the development of luxurious electric SUVs and just likeXPeng(XPEV), it manufactures and sells its cars online and through its showrooms across China. In addition, NIO also offers various energy-related solutions such as home charging stations, mobile charging services, and others to its customers.\nIn recent years, the company has been aggressively growing, as the deliveries of its cars have been steadily increasing quarter after quarter, which led to the appreciation of its stock. However, due to the overall market selloff last month, NIO's stock along with stocks of other EV manufacturers such as XPeng, Tesla, and Li Auto (LI) evaporated most of its YTD gains and are currently underperforming the S&P 500 Index.\n\nChart: Seeking Alpha\nDespite this, there's every reason to believe that NIO's stock will recover, as the company's successful performance in Q1 shows that its growth story is far from over. InQ1alone NIO beat the Street expectations by $160 million and generated $1.22 billion in revenues, which represents an increase of 481.8% Y/Y. In addition, the company's gross profit was $237.3 million, while its vehicle margin was 21.2% against -7.4% a year ago. During the period, NIO has also improved its bottom-line performance, as its net loss was only $68.8 million, and despite the chip shortages and the Chinese New Year its deliveries have also increased by 422.7% Y/Y and by 15.6% Q/Q to 20,060.\nOne of the best things about NIO is that it already has a dominant position in the Chinese EV industry and it also has a solid balance sheet, as its cash reserves at the end of Q1stoodat $7.2 billion, while it had only $1.59 billion in long-term debt. As a result, it can easily reinvest its resources back into the business to drive growth and establish an even stronger foothold in its home market without worrying too much about the current losses.\nOn top of that, while some might say that by trading at a price-to-salesratioof ~13x NIO is overvalued, the reality is that its momentum is not slowing down and there's every reason to believe that the growth story is far from over. Considering that even at the market cap of ~$70 billion NIO still trades below the Streetconsensusprice of $59.24 per share, it's safe to assume that the upside is still there, especially since the current forecasts suggest that the company will increase its revenues from $2.49 billion in FY20 to $8.81 billion in FY22.\n\nSource: Seeking Alpha\nAt this stage, the major competitor of NIO's flagship SUVES8is Tesla's Model X. However, there are several reasons to believe that the ES8 is a more attractive car in comparison to the Model X, and as a result, NIO has all the opportunities to outsell its competitor in China in the long run. First of all, the ES8 has more legroom and headroom than the Model X, it also has a luxurious interior, and it comes with three different battery packages that could last from 415 kilometers to 580 kilometers on a single charge.\nAll of the ES8 SUVs include a proprietary operating system, have advanced navigation software, and most importantly cost ~$70,000 per vehicle in China, which is below the cost of Tesla's Model X, which comes at a price tag of ~$110,000 per vehicle in the region. We believe that this pricing advantage will undoubtedly help NIO to outsell Tesla in the SUV segment, especially since its cars now could bepurchasedat a discount thanks to the new Chinese subsidy program.\nAnother uniqueness of NIO is its battery as a service business model, which allows its customers to swap their batteries in various swapping stations around China if they don't want to charge their cars or are in a hurry. After recently deploying the second version of its Power Swap stations, the swapping of batteries is now done in under three minutes, which is the same as refueling a traditional ICE car, and a single station now could perform up to 312 battery swaps in a single day. NIO now has a network of charging stations across all of China and if the solid-state batteries won't be available by the end of the decade at scale, then the idea of swapping batteries on the go will remain a viable business model in the long run.\nGoing forward, NIO plans to accelerate its deliveries this month in order to meet its Q2 goal of delivering 21,000 to 22,000 vehicles, which represents a growth of 103% Y/Y to 113% Y/Y and plans to generate $1.24 to $1.29 billion in revenues during the period. Despite the semiconductor shortages, NIO already managed to increase its deliveries in April and May to 7,102 vehicles and 6,711 vehicles, respectively, which represents a growth of 125% Y/Y and 95.3% Y/Y, respectively. On top of that, NIO is also on track to deliver 90,000 to 100,000 vehicles this year.\nConsidering this, there's every reason to believe that NIO will continue to be a dominant player in the Chinese EV market and a leader of the luxury EV segment in the region. While the company doesn't have an infrastructure outside China, we don't think that's a downside at all since China is the biggest EV market in the world that's constantly growing and NIO has better chances of creating shareholder value there than abroad. For that reason, we believe that NIO's growth story is far from over and it's likely that as long as its deliveries increase with every quarter, its stock will be rising in value in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191636890,"gmtCreate":1620873862910,"gmtModify":1704349663006,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment please, thank you","listText":"Like and comment please, thank you","text":"Like and comment please, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/191636890","repostId":"2135584610","repostType":4,"repost":{"id":"2135584610","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":1620850937,"share":"https://www.laohu8.com/m/news/2135584610?lang=&edition=full","pubTime":"2021-05-13 04:22","market":"us","language":"en","title":"Wall Street ends with broad sell-off on spiking inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2135584610","media":"Reuters","summary":"* Indexes down: Dow 1.99%, S&P 2.14%, Nasdaq 2.67%. NEW YORK, May 12  - Wall Street closed lower on Wednesday with the S&P suffering its biggest $one$-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.The report was ","content":"<p>* U.S. consumer prices jump most since June 2009</p><p>* Megacap growth stocks weigh heaviest</p><p>* Energy shares gain as crude climbs</p><p>* Indexes down: Dow 1.99%, S&amp;P 2.14%, Nasdaq 2.67%</p><p>NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&amp;P suffering its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.</p><p>All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.</p><p>The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.</p><p>But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.</p><p>\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"</p><p>\"The question is how long will its fires run hot before starting to simmer?\"</p><p>That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.</p><p>\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"</p><p>Core consumer prices <a href=\"https://laohu8.com/S/CPI.UK\">$(CPI.UK)$</a>, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.</p><p>The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&amp;P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 closed in negative territory, with consumer discretionary    down most.</p><p>Energy&nbsp;was the sole gainer, advancing 0.1%, boosted by rising crude prices.</p><p>Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp&nbsp;and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.</p><p>\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"</p><p>The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.</p><p>Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.</p><p>First-quarter earnings season is on the wane, with 456 constituents of the S&amp;P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.</p><p><b><i>Financial&nbsp;Report</i></b></p><p><a href=\"https://laohu8.com/NW/2135975610\" target=\"_blank\">AppLovin stock wobbles following first public quarterly results</a></p><p><a href=\"https://laohu8.com/NW/2135361078\" target=\"_blank\">Wish stock plunges after earnings, is more than half off the IPO price</a></p><p><a href=\"https://laohu8.com/NW/2135610373\" target=\"_blank\">Poshmark Q1 sales rise 42%, but stock tanks after hours</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends with broad sell-off on spiking inflation fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends with broad sell-off on spiking inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-13 04:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. consumer prices jump most since June 2009</p><p>* Megacap growth stocks weigh heaviest</p><p>* Energy shares gain as crude climbs</p><p>* Indexes down: Dow 1.99%, S&amp;P 2.14%, Nasdaq 2.67%</p><p>NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&amp;P suffering its biggest <a href=\"https://laohu8.com/S/AONE\">one</a>-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.</p><p>All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.</p><p>The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.</p><p>But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.</p><p>\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"</p><p>\"The question is how long will its fires run hot before starting to simmer?\"</p><p>That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.</p><p>\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"</p><p>Core consumer prices <a href=\"https://laohu8.com/S/CPI.UK\">$(CPI.UK)$</a>, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.</p><p>The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&amp;P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.</p><p>Of the 11 major sectors in the S&amp;P 500, 10 closed in negative territory, with consumer discretionary    down most.</p><p>Energy&nbsp;was the sole gainer, advancing 0.1%, boosted by rising crude prices.</p><p>Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp&nbsp;and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.</p><p>\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"</p><p>The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.</p><p>Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.</p><p>First-quarter earnings season is on the wane, with 456 constituents of the S&amp;P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.</p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.</p><p><b><i>Financial&nbsp;Report</i></b></p><p><a href=\"https://laohu8.com/NW/2135975610\" target=\"_blank\">AppLovin stock wobbles following first public quarterly results</a></p><p><a href=\"https://laohu8.com/NW/2135361078\" target=\"_blank\">Wish stock plunges after earnings, is more than half off the IPO price</a></p><p><a href=\"https://laohu8.com/NW/2135610373\" target=\"_blank\">Poshmark Q1 sales rise 42%, but stock tanks after hours</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135584610","content_text":"* U.S. consumer prices jump most since June 2009* Megacap growth stocks weigh heaviest* Energy shares gain as crude climbs* Indexes down: Dow 1.99%, S&P 2.14%, Nasdaq 2.67%NEW YORK, May 12 (Reuters) - Wall Street closed lower on Wednesday with the S&P suffering its biggest one-day percentage drop since February, as inflation data fueled concerns over whether interest rate hikes from the Fed could happen sooner than anticipated.All three major U.S. stock indexes ended the session deep in the red following the Labor Department's April consumer prices report, which showed the biggest rise in nearly 12 years.The report was hotly anticipated by market participants who have grown increasingly worried over whether current price jumps will defy the U.S. Federal Reserve's reassurances by morphing into long-term inflation.But pent-up demand from consumers flush with stimulus and savings is colliding with a supply drought, sending commodity prices spiking, while a labor shortage drives wages higher.\"The topic on everyone's mind is obviously inflation,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"It's something the (Fed) has been looking for and they're finally getting their wish.\"\"The question is how long will its fires run hot before starting to simmer?\"That concern is shared by Stuart Cole, head macro economist at Equiti Capital in London.\"Going forward, the big question is just how long can the Fed maintain its dovish stance in opposition to the markets,\" Cole said. \"Particularly if companies begin raising wages to encourage unemployed labor back into the workforce, in turn driving a large hole in the Fed’s transitory inflation argument.\"Core consumer prices $(CPI.UK)$, which exclude volatile food and energy items, grew at 3% year-on-year, shooting above the central bank's average annual 2% inflation growth target.The Dow Jones Industrial Averagefell 681.5 points, or 1.99%, to 33,587.66, the S&P 500    lost 89.06 points, or 2.14%, to 4,063.04 and the Nasdaq Composite    dropped 357.75 points, or 2.67%, to 13,031.68.Of the 11 major sectors in the S&P 500, 10 closed in negative territory, with consumer discretionary    down most.Energy was the sole gainer, advancing 0.1%, boosted by rising crude prices.Market-leading mega-caps, including Amazon.com Inc, Apple Inc, Alphabet In, Microsoft Corp and Tesla Inc, fell between 2% and 3% as investors shied away from what many feel are stretched valuations.\"The CPI number being stronger than expected has led to further weakness in tech stocks,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"Tech investors are concerned that higher rates are going to lead to multiple compression and less attractive valuations for tech names in a higher rate environment.\"The CBOE Volatility index   , a gauge of market anxiety, close at 27.64, its highest level since March 4.Online dating platform Bumble Inc    gained in after-hours trading after posting quarterly results.First-quarter earnings season is on the wane, with 456 constituents of the S&P 500 having reported. Of those, 86.8% have beaten consensus estimates, according to Refinitiv IBES.Declining issues outnumbered advancing ones on the NYSE by a 6.05-to-1 ratio; on Nasdaq, a 3.84-to-1 ratio favored decliners.The S&P 500 posted nine new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 118 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.44 billion average over the last 20 trading days.Financial ReportAppLovin stock wobbles following first public quarterly resultsWish stock plunges after earnings, is more than half off the IPO pricePoshmark Q1 sales rise 42%, but stock tanks after hours","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112664385,"gmtCreate":1622866868347,"gmtModify":1704192749290,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Keep it going [Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>Keep it going [Happy]&nbsp;","text":"$E-home Service(EJH)$Keep it going [Happy]","images":[{"img":"https://static.tigerbbs.com/0acda7f694e8e3bef7837e7eb077c918","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/112664385","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":194795001,"gmtCreate":1621398934003,"gmtModify":1704356997793,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good reference","listText":"Good reference","text":"Good reference","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194795001","repostId":"1176438612","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183186518,"gmtCreate":1623314875134,"gmtModify":1704200692930,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rise more! [Cool]&nbsp;","listText":"Rise more! [Cool]&nbsp;","text":"Rise more! [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183186518","repostId":"1115024001","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113293460,"gmtCreate":1622617085050,"gmtModify":1704187397887,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Pls continue [Grin]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Pls continue [Grin]&nbsp;","text":"$NIO Inc.(NIO)$Pls continue [Grin]","images":[{"img":"https://static.tigerbbs.com/7c9f78ed7f1b547e4f8f0533d7ab93fb","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113293460","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":119349064,"gmtCreate":1622522791558,"gmtModify":1704185581974,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>[Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>[Cool]&nbsp;","text":"$Pfizer(PFE)$[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119349064","repostId":"2139304437","repostType":4,"repost":{"id":"2139304437","pubTimestamp":1622513653,"share":"https://www.laohu8.com/m/news/2139304437?lang=&edition=full","pubTime":"2021-06-01 10:14","market":"us","language":"en","title":"Have $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2139304437","media":"Motley Fool","summary":"Even a modest investment in these unstoppable stocks could reap huge rewards over the next decade.","content":"<p>There's no shame in hunting for bargains when it comes to stocks. While a cheap per-share price in and of itself doesn't necessarily indicate that a stock is a good investment, it also doesn't mean it's a bad <a href=\"https://laohu8.com/S/AONE\">one</a>.</p>\n<p>Here are two low-priced stocks that long-term investors should consider scooping up right now.</p>\n<p><img src=\"https://static.tigerbbs.com/ab4cdcd429fc79807e5230a73da31639\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<h2>1. Jushi Holdings</h2>\n<p>Trading for less than $6 per share at the time of this writing, <b>Jushi Holdings</b> (OTC:JUSHF) is a small-cap company with serious long-term growth potential. The multistate cannabis operator owns a family of marijuana brands including Tasteology, Nira, and The Lab Concentrates. It also runs a chain of retail cannabis stores spread across Pennsylvania, Illinois, California, and Virginia.</p>\n<p>2020 was an extremely profitable, high-growth year for Jushi Holdings. It recorded a nearly 700% spike in revenue, and its gross profits surged by a mouthwatering 760%.</p>\n<p>Jushi Holdings reported a 30% increase in revenue during the first quarter of 2021. But the company's lightning-fast growth isn't hindering its ability to expand its cash position, as it closed the period with a robust $168 million in cash, cash equivalents, and short-term investments.</p>\n<p>The company is also quickly expanding its national presence. In the month of April alone, Jushi Holdings closed its acquisition of a group of marijuana cultivation, manufacturing, and distribution facilities in Nevada and announced more pending deals that are scheduled to close later this year. In Ohio, its purchase of OhiGrow will make Jushi Holdings the owner of <a href=\"https://laohu8.com/S/AONE.U\">one</a> of just 34 licensed cultivators in the state -- a key medical marijuana market. And in Massachusetts, where cannabis is legal for both medical and recreational purposes, Jushi plans to acquire Nature's Remedy, owner of a cultivation and manufacturing facility as well as two retail dispensaries.</p>\n<p>As Jushi Holdings continues to grow its footprint in the coming years, its balance sheet and share price could also be considerably augmented. This is a great time to seize upon this premium pot stock's cheap share price to capitalize on its long-term potential.</p>\n<h2>2. <a href=\"https://laohu8.com/S/PFE\">Pfizer</a></h2>\n<p><b>Pfizer</b> (NYSE:PFE) skyrocketed to rock-star status during the pandemic when BNT162b2 -- which it developed with its German partner, <b>BioNTech </b>-- became the first COVID-19 vaccine to earn emergency use authorization from the U.S. Food and Drug Administration. Despite the massive success of BNT162b2, now being marketed as Comirnaty, not to mention a bulletproof portfolio of other lucrative products that have seen strong sales growth, Pfizer's shares still trade at less than $40.</p>\n<p>Pfizer's coronavirus vaccine is already having a decisive impact on its balance sheet. The company expects to bring in about $26 billion in revenue from Comirnaty in 2021 alone, and it just announced on May 7 that it was filing with the FDA for full approval of the vaccine for use by people 16 and older.</p>\n<p>During the first quarter of 2021, Pfizer reported astonishing revenue growth of 42% year over year. But it has plenty of other products beyond its coronavirus vaccine to rely on for future gains. Even when you factor BNT162b2 out of the picture, the company still reported excellent revenue growth of 8% from the prior-year period.</p>\n<p>In addition to coronavirus vaccine sales, Pfizer's robust top-line expansion during the first quarter was driven by consistent single- to double-digit percentage revenue increases across its core business segments. For example, sales in Pfizer's oncology, internal medicine, and rare disease segments shot up 16%, 10%, and 25%, respectively. Among its top-selling drugs, anticoagulant Eliquis, heart failure medications Vyndaqel and Vyndamax, and rheumatoid arthritis medication Xeljanz recorded sales gains of 25%, 88%, and 18%, respectively. Management is now forecasting full-year revenues in the range of $70.5 billion to $72.5 billion.</p>\n<p>Pfizer's also an attractive option for dividend-seeking investors. The stock yields a healthy 4% at the time of this writing. Moreover, it trades at a mere 20 times trailing earnings. The combination of Pfizer's affordable price tag and the appealing mixture of growth and value it offers investors makes this stock a no-brainer buy in any market environment.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Have $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHave $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/31/have-500-3-absurdly-cheap-healthcare-stocks-that-l/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's no shame in hunting for bargains when it comes to stocks. While a cheap per-share price in and of itself doesn't necessarily indicate that a stock is a good investment, it also doesn't mean it...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/31/have-500-3-absurdly-cheap-healthcare-stocks-that-l/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISBC":"投资者银行"},"source_url":"https://www.fool.com/investing/2021/05/31/have-500-3-absurdly-cheap-healthcare-stocks-that-l/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139304437","content_text":"There's no shame in hunting for bargains when it comes to stocks. While a cheap per-share price in and of itself doesn't necessarily indicate that a stock is a good investment, it also doesn't mean it's a bad one.\nHere are two low-priced stocks that long-term investors should consider scooping up right now.\n\nImage source: Getty Images.\n1. Jushi Holdings\nTrading for less than $6 per share at the time of this writing, Jushi Holdings (OTC:JUSHF) is a small-cap company with serious long-term growth potential. The multistate cannabis operator owns a family of marijuana brands including Tasteology, Nira, and The Lab Concentrates. It also runs a chain of retail cannabis stores spread across Pennsylvania, Illinois, California, and Virginia.\n2020 was an extremely profitable, high-growth year for Jushi Holdings. It recorded a nearly 700% spike in revenue, and its gross profits surged by a mouthwatering 760%.\nJushi Holdings reported a 30% increase in revenue during the first quarter of 2021. But the company's lightning-fast growth isn't hindering its ability to expand its cash position, as it closed the period with a robust $168 million in cash, cash equivalents, and short-term investments.\nThe company is also quickly expanding its national presence. In the month of April alone, Jushi Holdings closed its acquisition of a group of marijuana cultivation, manufacturing, and distribution facilities in Nevada and announced more pending deals that are scheduled to close later this year. In Ohio, its purchase of OhiGrow will make Jushi Holdings the owner of one of just 34 licensed cultivators in the state -- a key medical marijuana market. And in Massachusetts, where cannabis is legal for both medical and recreational purposes, Jushi plans to acquire Nature's Remedy, owner of a cultivation and manufacturing facility as well as two retail dispensaries.\nAs Jushi Holdings continues to grow its footprint in the coming years, its balance sheet and share price could also be considerably augmented. This is a great time to seize upon this premium pot stock's cheap share price to capitalize on its long-term potential.\n2. Pfizer\nPfizer (NYSE:PFE) skyrocketed to rock-star status during the pandemic when BNT162b2 -- which it developed with its German partner, BioNTech -- became the first COVID-19 vaccine to earn emergency use authorization from the U.S. Food and Drug Administration. Despite the massive success of BNT162b2, now being marketed as Comirnaty, not to mention a bulletproof portfolio of other lucrative products that have seen strong sales growth, Pfizer's shares still trade at less than $40.\nPfizer's coronavirus vaccine is already having a decisive impact on its balance sheet. The company expects to bring in about $26 billion in revenue from Comirnaty in 2021 alone, and it just announced on May 7 that it was filing with the FDA for full approval of the vaccine for use by people 16 and older.\nDuring the first quarter of 2021, Pfizer reported astonishing revenue growth of 42% year over year. But it has plenty of other products beyond its coronavirus vaccine to rely on for future gains. Even when you factor BNT162b2 out of the picture, the company still reported excellent revenue growth of 8% from the prior-year period.\nIn addition to coronavirus vaccine sales, Pfizer's robust top-line expansion during the first quarter was driven by consistent single- to double-digit percentage revenue increases across its core business segments. For example, sales in Pfizer's oncology, internal medicine, and rare disease segments shot up 16%, 10%, and 25%, respectively. Among its top-selling drugs, anticoagulant Eliquis, heart failure medications Vyndaqel and Vyndamax, and rheumatoid arthritis medication Xeljanz recorded sales gains of 25%, 88%, and 18%, respectively. Management is now forecasting full-year revenues in the range of $70.5 billion to $72.5 billion.\nPfizer's also an attractive option for dividend-seeking investors. The stock yields a healthy 4% at the time of this writing. Moreover, it trades at a mere 20 times trailing earnings. The combination of Pfizer's affordable price tag and the appealing mixture of growth and value it offers investors makes this stock a no-brainer buy in any market environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114124191,"gmtCreate":1623059185813,"gmtModify":1704195207573,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Balanced article&nbsp;[Strong]&nbsp;","listText":"Balanced article&nbsp;[Strong]&nbsp;","text":"Balanced article [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114124191","repostId":"1120676282","repostType":4,"repost":{"id":"1120676282","pubTimestamp":1623056015,"share":"https://www.laohu8.com/m/news/1120676282?lang=&edition=full","pubTime":"2021-06-07 16:53","market":"us","language":"en","title":"Palantir: The Good, The Bad And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1120676282","media":"seekingalpha","summary":"Summary\n\nPalantir is a company with attractive growth prospects due to a growing need for predictive","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations.</li>\n <li>Despite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality.</li>\n <li>Investors need to rein in the greed itch and wait for an entry point with a decent margin of safety.</li>\n</ul>\n<p>Palantir Technologies (NYSE:PLTR) is a favorite stock of ARK Invest and retail investors who see it as the paragon of stocks with exponential growth potential, trading at deep value. Let's take a look at the good, the bad and the ugly side of Palantir with my cynical lens.</p>\n<p><b>The good</b></p>\n<p>The good thing about Palantir is the growth hype as investors see a very large aura of growth potential around this stock. In the absence of a sky-high price target from a guru like Cathie Wood to anchor hype-based investors, people are dreaming about Palantir as the next $1 trillion market cap company with a juicy 25x upside five years down the road.</p>\n<p>As they say, most myths begin with a kernel of truth. Palantir is a data mining analytics company founded back in 2003 which went public in September 2020. The need for data analytics has exploded as companies and governments attempt to leverage the ever-growing amounts of data being collected continuously. As we enter the Age of Data, Palantir has won over intelligence agencies, governments as well as commercial organizations with its tools to make better decisions.</p>\n<p>To put Palantir's growth trajectory into context, its revenue grew at a 5-year CAGR of 25% between 2015 and 2020 and management is guiding that its revenues will grow at 30%+ over the coming five years. Unlike many other nearly two-decade old companies who would experience a gradually decelerating rate of top-line growth, Palantir expects revenue growth to take off in the coming years.</p>\n<p>In my view, hype is a good thing for a stock, but only as long as it does not become too detached from reality.</p>\n<p><b>The bad</b></p>\n<p>The bad thing about Palantir is obviously the value perspective. Given the recent IPO and large retail following, the bullish thesis on Palantir dismisses the methodical discounted cash flow-based valuation process in favor of a more flexible \"vision-based\" valuation with which unsophisticated investors feel at home.</p>\n<p>On January 17th, Palantir touched an intraday high of $45/share before the reflation trade flattened the uptrend in tech stocks. With Palantir trading at around 47% off its high, seemingly a bargain vs. a few months back, there is no dearth of investors afflicted with the greed itch which makes people believe that it's much less risky to invest than to miss out on investing.</p>\n<p><img src=\"https://static.tigerbbs.com/2c01a9b500ac22c7e2ea4f9985fb9b9d\" tg-width=\"640\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p>\n<p><b>The ugly</b></p>\n<p>The ugly things about Palantir are the rude awakening faced by investors about share sales by early investors, its highly dilutive employee compensation structure as well as potential ESG issues in the business model.</p>\n<p>Palantir opted for a direct listing (instead of an initial public offering) under which its employees and early investors sold up to 20% of their holdings directly to the public. The remaining 80% holdings were subject to a lock-up which expired three days after Palantir filed its 2020 financial results on Feb 16th. As soon as the lock-up ended, there were sales by early investors (no surprise) which increased the supply of shares in the market, probably pushing the price down somewhat.</p>\n<p>Stock-based compensation (SBC) has been a raw nerve for Palantir ever since it filed its first set of financial statements for 3Q-2020 where it had a large spike in SBC of which $778 million related to 'accelerated attribution' from the direct listing of the company. During 4Q2020 and 1Q2021, SBC remained elevated vs. pre-listing period (see table below) due to what is characterized as 'overhang' by the management which is likely to normalize over the next couple of years.</p>\n<p><img src=\"https://static.tigerbbs.com/05b0d8492dc6f956371882cb199f3a06\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\"></p>\n<p>In my view, the main issue is Palantir's excessive reliance on dilutive modes of employee compensation like stock options and restricted stock units. Even if we gloss over the blip in SBC for 2020 which is high due to the impact of listing, Palantir's SBC relative to its revenues was much higher than other tech companies for the past several years (see table below).</p>\n<p><img src=\"https://static.tigerbbs.com/b8a66b247fa56f9377c4f0b61587fd92\" tg-width=\"640\" tg-height=\"195\" referrerpolicy=\"no-referrer\"></p>\n<p>Managements of tech companies keep repeating the mantra that SBC is a non-cash expense (routinely added-back to calculate non-GAAP profitability metrics). However, the end result of SBC is dilution by issuing new shares to employees at dirt cheap prices. Later on in this note, I will show how much value SBC is taking away from investors.</p>\n<p>Another ugly facet of Palantir is itsdubious ESG credentialsbecause of its association with the military-industrial complex via the work it does for US Central Intelligence Agency (\"CIA\"), US Department of Defense (\"DoD\") and US Immigration and Customs Enforcement (\"ICE\"). Without passing any judgement on Palantir's business model or the effectiveness of ESG investment style, I think it's safe to say that an ever-growing section of investment funds allocated based on Ethical, Social and Governance (\"ESG\") principals and its predecessor Socially Responsible Investing (\"SRI\") will not fully embrace a company like Palantir.</p>\n<p><b>The worth of Palantir</b></p>\n<p>Beauty lies in the eye of the beholder. In the same way, the worth of Palantir depends on who is looking to invest in it. A hype-based investor HODL-ing glamour stocks is not likely to take the cumbersome route of projecting future cash flows to see if they make any sense vs. the price being paid today. For such investors the future holds a simple promise that 'There shall be showers of blessing.' On the other hand, a value-based investor will invest in Palantir if she sees its DCF-based intrinsic value substantially higher than the current market price and notices triggers for this value gap to be bridged.</p>\n<p>In my view, the worth (or DCF-based intrinsic value) of Palantir is USD20/share, quite a way below its prevailing market price. Despite its cult-like status in the meme stock hall of fame after the post-listing mad-rush, the valuation is obviously not too overstretched, thanks to the sharp correction.</p>\n<p><img src=\"https://static.tigerbbs.com/4e0e4784d2ce8c40af478fcd8a37e4c1\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p>\n<p>I calculate the worth of Palantir as USD20/share based on an explicit cash flow forecast for the next ten years with exponential growth (based on my best-judgement rosy outlook) and a terminal value assuming Palantir matures in ten years and enters a steady state of stable growth.</p>\n<p>Let's unpack the ten-year exponential growth period assumptions. In the first five years, I assume that revenues will grow at an annual growth rate of 30% (per management guidance). From year 6 to year 10, revenue growth gradually tapers offs to an average annual rate of 18% pa.</p>\n<p><img src=\"https://static.tigerbbs.com/268bdff6b275827c80064249dbf785ef\" tg-width=\"640\" tg-height=\"277\" referrerpolicy=\"no-referrer\"></p>\n<p>The favorite profitability metric of Palantir management is Adjusted Operating Margin (which essentially ignores stock-based compensation i.e. Adjusted Operating Profit = EBIT + SBC). For the first year of the exponential growth period, I assumed Adjusted Operating Margin of 23% (management guided to this margin for 2Q-2021 only). From year two onwards, I assumed a gradual expansion in Adjusted Operating Margin thinking that some of the non-SBC costs will be of fixed nature, i.e. Palantir will enjoy some benefit of its growing scale in the form of fixed costs spread out over a bigger revenue base. I've assumed about 9% pt expansion in Adjusted Operating Margin over year two to year ten.</p>\n<p>Some readers with a bearish view could question this assumption as not being realistic. Well, it's just a guess to incorporate potential sticky costs in the analysis although, to be fair, it's next to impossible to quantify the level of stickiness in operating expenses with any degree of accuracy. Nevertheless, there is a clear evidence (see table below) of some sticky costs in the last three years of financial data where the ratio of non-SBC COGS + Opex to revenues has declined with the growth in revenues.</p>\n<p><img src=\"https://static.tigerbbs.com/8fb410b9c18d7d0556aa8db16cd4549e\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"></p>\n<p>The other key assumptions are terminal growth rate and discount rate.</p>\n<p>I've used a terminal growth rate of 3% to grow Palantir's cash flows into perpetuity once it enters a steady state in ten years. Terminal growth rate is a notorious assumption in DCF models. The higher the terminal growth rate assumption, the higher the intrinsic value. This is even more true for Palantir, whose intrinsic value primarily comprises of terminal value while cash flows for the exponential growth period of ten years comprise a very negligible portion of the overall value.</p>\n<p>The discount rate (or Weighted Average Cost of Capital or \"WACC\") is 5.27% derived from CAPM formula. This is the rate that is used to discount the future cash flows to calculate a present value. So unlike a lot of self-taught retail investors who love to assign a target price five years down the road based on valuation multiple, we are moving in the opposite direction by calculating how much the future cash flow stream is worth today and then deciding to buy or sell if the worth today is higher or lower than market price.</p>\n<p><img src=\"https://static.tigerbbs.com/027c8be7a8807317ec42309135a12baa\" tg-width=\"613\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p>\n<p>How dilutive is stock-based compensation?</p>\n<p>A lot has been said about the dilutive impact of the high level of stock-based compensation offered by Palantir to its employees. However, the big question is how do we factor this impact into the valuation to see if the slumping stock price has already reflected the upcoming hit from exercise of stock options and vesting of restricted stock units.</p>\n<p>To set the stage, I turn to the Dean of Valuation,Prof. Aswath Damodaranto gauge the impact of SBC.</p>\n<blockquote>\n The stock-based compensation may not represent cash but it is so only because the company has used a barter system to evade the cash flow effect. Put differently, if the company had issued the options and restricted stock (that it was planning to give employees) to the market and then used the cash proceeds to pay employees, we would have treated it as a cash expense.\n</blockquote>\n<p>According to Prof. Damodaran, there are two impacts of SBC:</p>\n<blockquote>\n Continuing earnings/cash flow impact: If you are valuing a company that is expected to continue paying its employees with options and/or restricted stock, your forecasted earnings and cash flows for the company will be lower than for an otherwise similar company that does not follow the same practice. These lower cash flows will reduce the value of the business and equity today.Deadweight effect of past compensation: If a company has used options in the past to compensate employees and these options are still live, they represent another claim on equity (besides that of the common stockholders) and the value of this claim has to be netted out of the value of equity to arrive at the value of common stock. The latter should then be divided by the actual number of shares outstanding to get to the value per share. (Restricted stock should have no deadweight costs and can just be included in the outstanding shares today).\n</blockquote>\n<p>I've incorporated these two impacts as follows:</p>\n<ul>\n <li>The continuing earnings impact from new options/RSU grants features in with SBC in line with other tech companies starting off with 21% of revenue in 2021 (approx. costs of $300million) gradually declining to 10% in 2030 (approx. cost of $926million).</li>\n <li>The deadweight impact of past SBC is reflected by netting out from the value of equity, my latest estimate of aggregate intrinsic value of all stock options granted by Palantir of $8.4 billion. The company reported this amount as $8.1 billion in note 10 of 1Q-2021 financial statements as at March 31, 2021, when the closing price of Palantir was USD23.29/share. I've simply recalculated it with the last closing price of USD24.05/share. Also, I've added the last reported number of RSUs of 174,534 shares into the share count to calculate my target price.</li>\n</ul>\n<p>Just to demonstrate the scale of dilution caused by SBC, these two adjustments dilute the target price by approx. 23% (from an undiluted target price of USD26/share to a diluted target price of USD20/share).</p>\n<p><b>Takeaways</b></p>\n<p>Palantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations. Despite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality. However, the stock price being off 47% from its highest level since listing does not mean that we are getting a bargain here and there is no surety that the correction is over. Investors need to rein in the greed itch and wait for an entry point with a decent margin of safety.</p>\n<p>Take everything you read with substantial skepticism and a healthy grain of salt. Invest based on your own financial profile and your appetite for volatility. Information discussed here should not be considered as an \"investment advice\" or as a \"recommendation\".</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Good, The Bad And The Ugly</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Good, The Bad And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433368-palantir-the-good-the-bad-and-the-ugly><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations.\nDespite its entry into the pantheon ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433368-palantir-the-good-the-bad-and-the-ugly\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433368-palantir-the-good-the-bad-and-the-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120676282","content_text":"Summary\n\nPalantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations.\nDespite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality.\nInvestors need to rein in the greed itch and wait for an entry point with a decent margin of safety.\n\nPalantir Technologies (NYSE:PLTR) is a favorite stock of ARK Invest and retail investors who see it as the paragon of stocks with exponential growth potential, trading at deep value. Let's take a look at the good, the bad and the ugly side of Palantir with my cynical lens.\nThe good\nThe good thing about Palantir is the growth hype as investors see a very large aura of growth potential around this stock. In the absence of a sky-high price target from a guru like Cathie Wood to anchor hype-based investors, people are dreaming about Palantir as the next $1 trillion market cap company with a juicy 25x upside five years down the road.\nAs they say, most myths begin with a kernel of truth. Palantir is a data mining analytics company founded back in 2003 which went public in September 2020. The need for data analytics has exploded as companies and governments attempt to leverage the ever-growing amounts of data being collected continuously. As we enter the Age of Data, Palantir has won over intelligence agencies, governments as well as commercial organizations with its tools to make better decisions.\nTo put Palantir's growth trajectory into context, its revenue grew at a 5-year CAGR of 25% between 2015 and 2020 and management is guiding that its revenues will grow at 30%+ over the coming five years. Unlike many other nearly two-decade old companies who would experience a gradually decelerating rate of top-line growth, Palantir expects revenue growth to take off in the coming years.\nIn my view, hype is a good thing for a stock, but only as long as it does not become too detached from reality.\nThe bad\nThe bad thing about Palantir is obviously the value perspective. Given the recent IPO and large retail following, the bullish thesis on Palantir dismisses the methodical discounted cash flow-based valuation process in favor of a more flexible \"vision-based\" valuation with which unsophisticated investors feel at home.\nOn January 17th, Palantir touched an intraday high of $45/share before the reflation trade flattened the uptrend in tech stocks. With Palantir trading at around 47% off its high, seemingly a bargain vs. a few months back, there is no dearth of investors afflicted with the greed itch which makes people believe that it's much less risky to invest than to miss out on investing.\n\nThe ugly\nThe ugly things about Palantir are the rude awakening faced by investors about share sales by early investors, its highly dilutive employee compensation structure as well as potential ESG issues in the business model.\nPalantir opted for a direct listing (instead of an initial public offering) under which its employees and early investors sold up to 20% of their holdings directly to the public. The remaining 80% holdings were subject to a lock-up which expired three days after Palantir filed its 2020 financial results on Feb 16th. As soon as the lock-up ended, there were sales by early investors (no surprise) which increased the supply of shares in the market, probably pushing the price down somewhat.\nStock-based compensation (SBC) has been a raw nerve for Palantir ever since it filed its first set of financial statements for 3Q-2020 where it had a large spike in SBC of which $778 million related to 'accelerated attribution' from the direct listing of the company. During 4Q2020 and 1Q2021, SBC remained elevated vs. pre-listing period (see table below) due to what is characterized as 'overhang' by the management which is likely to normalize over the next couple of years.\n\nIn my view, the main issue is Palantir's excessive reliance on dilutive modes of employee compensation like stock options and restricted stock units. Even if we gloss over the blip in SBC for 2020 which is high due to the impact of listing, Palantir's SBC relative to its revenues was much higher than other tech companies for the past several years (see table below).\n\nManagements of tech companies keep repeating the mantra that SBC is a non-cash expense (routinely added-back to calculate non-GAAP profitability metrics). However, the end result of SBC is dilution by issuing new shares to employees at dirt cheap prices. Later on in this note, I will show how much value SBC is taking away from investors.\nAnother ugly facet of Palantir is itsdubious ESG credentialsbecause of its association with the military-industrial complex via the work it does for US Central Intelligence Agency (\"CIA\"), US Department of Defense (\"DoD\") and US Immigration and Customs Enforcement (\"ICE\"). Without passing any judgement on Palantir's business model or the effectiveness of ESG investment style, I think it's safe to say that an ever-growing section of investment funds allocated based on Ethical, Social and Governance (\"ESG\") principals and its predecessor Socially Responsible Investing (\"SRI\") will not fully embrace a company like Palantir.\nThe worth of Palantir\nBeauty lies in the eye of the beholder. In the same way, the worth of Palantir depends on who is looking to invest in it. A hype-based investor HODL-ing glamour stocks is not likely to take the cumbersome route of projecting future cash flows to see if they make any sense vs. the price being paid today. For such investors the future holds a simple promise that 'There shall be showers of blessing.' On the other hand, a value-based investor will invest in Palantir if she sees its DCF-based intrinsic value substantially higher than the current market price and notices triggers for this value gap to be bridged.\nIn my view, the worth (or DCF-based intrinsic value) of Palantir is USD20/share, quite a way below its prevailing market price. Despite its cult-like status in the meme stock hall of fame after the post-listing mad-rush, the valuation is obviously not too overstretched, thanks to the sharp correction.\n\nI calculate the worth of Palantir as USD20/share based on an explicit cash flow forecast for the next ten years with exponential growth (based on my best-judgement rosy outlook) and a terminal value assuming Palantir matures in ten years and enters a steady state of stable growth.\nLet's unpack the ten-year exponential growth period assumptions. In the first five years, I assume that revenues will grow at an annual growth rate of 30% (per management guidance). From year 6 to year 10, revenue growth gradually tapers offs to an average annual rate of 18% pa.\n\nThe favorite profitability metric of Palantir management is Adjusted Operating Margin (which essentially ignores stock-based compensation i.e. Adjusted Operating Profit = EBIT + SBC). For the first year of the exponential growth period, I assumed Adjusted Operating Margin of 23% (management guided to this margin for 2Q-2021 only). From year two onwards, I assumed a gradual expansion in Adjusted Operating Margin thinking that some of the non-SBC costs will be of fixed nature, i.e. Palantir will enjoy some benefit of its growing scale in the form of fixed costs spread out over a bigger revenue base. I've assumed about 9% pt expansion in Adjusted Operating Margin over year two to year ten.\nSome readers with a bearish view could question this assumption as not being realistic. Well, it's just a guess to incorporate potential sticky costs in the analysis although, to be fair, it's next to impossible to quantify the level of stickiness in operating expenses with any degree of accuracy. Nevertheless, there is a clear evidence (see table below) of some sticky costs in the last three years of financial data where the ratio of non-SBC COGS + Opex to revenues has declined with the growth in revenues.\n\nThe other key assumptions are terminal growth rate and discount rate.\nI've used a terminal growth rate of 3% to grow Palantir's cash flows into perpetuity once it enters a steady state in ten years. Terminal growth rate is a notorious assumption in DCF models. The higher the terminal growth rate assumption, the higher the intrinsic value. This is even more true for Palantir, whose intrinsic value primarily comprises of terminal value while cash flows for the exponential growth period of ten years comprise a very negligible portion of the overall value.\nThe discount rate (or Weighted Average Cost of Capital or \"WACC\") is 5.27% derived from CAPM formula. This is the rate that is used to discount the future cash flows to calculate a present value. So unlike a lot of self-taught retail investors who love to assign a target price five years down the road based on valuation multiple, we are moving in the opposite direction by calculating how much the future cash flow stream is worth today and then deciding to buy or sell if the worth today is higher or lower than market price.\n\nHow dilutive is stock-based compensation?\nA lot has been said about the dilutive impact of the high level of stock-based compensation offered by Palantir to its employees. However, the big question is how do we factor this impact into the valuation to see if the slumping stock price has already reflected the upcoming hit from exercise of stock options and vesting of restricted stock units.\nTo set the stage, I turn to the Dean of Valuation,Prof. Aswath Damodaranto gauge the impact of SBC.\n\n The stock-based compensation may not represent cash but it is so only because the company has used a barter system to evade the cash flow effect. Put differently, if the company had issued the options and restricted stock (that it was planning to give employees) to the market and then used the cash proceeds to pay employees, we would have treated it as a cash expense.\n\nAccording to Prof. Damodaran, there are two impacts of SBC:\n\n Continuing earnings/cash flow impact: If you are valuing a company that is expected to continue paying its employees with options and/or restricted stock, your forecasted earnings and cash flows for the company will be lower than for an otherwise similar company that does not follow the same practice. These lower cash flows will reduce the value of the business and equity today.Deadweight effect of past compensation: If a company has used options in the past to compensate employees and these options are still live, they represent another claim on equity (besides that of the common stockholders) and the value of this claim has to be netted out of the value of equity to arrive at the value of common stock. The latter should then be divided by the actual number of shares outstanding to get to the value per share. (Restricted stock should have no deadweight costs and can just be included in the outstanding shares today).\n\nI've incorporated these two impacts as follows:\n\nThe continuing earnings impact from new options/RSU grants features in with SBC in line with other tech companies starting off with 21% of revenue in 2021 (approx. costs of $300million) gradually declining to 10% in 2030 (approx. cost of $926million).\nThe deadweight impact of past SBC is reflected by netting out from the value of equity, my latest estimate of aggregate intrinsic value of all stock options granted by Palantir of $8.4 billion. The company reported this amount as $8.1 billion in note 10 of 1Q-2021 financial statements as at March 31, 2021, when the closing price of Palantir was USD23.29/share. I've simply recalculated it with the last closing price of USD24.05/share. Also, I've added the last reported number of RSUs of 174,534 shares into the share count to calculate my target price.\n\nJust to demonstrate the scale of dilution caused by SBC, these two adjustments dilute the target price by approx. 23% (from an undiluted target price of USD26/share to a diluted target price of USD20/share).\nTakeaways\nPalantir is a company with attractive growth prospects due to a growing need for predictive analytics by government agencies and commercial organizations. Despite its entry into the pantheon of meme stocks, its valuation is not overly detached from reality. However, the stock price being off 47% from its highest level since listing does not mean that we are getting a bargain here and there is no surety that the correction is over. Investors need to rein in the greed itch and wait for an entry point with a decent margin of safety.\nTake everything you read with substantial skepticism and a healthy grain of salt. Invest based on your own financial profile and your appetite for volatility. Information discussed here should not be considered as an \"investment advice\" or as a \"recommendation\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138155638,"gmtCreate":1621919959024,"gmtModify":1704364465811,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Keep it coming! [Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Keep it coming! [Miser]&nbsp;","text":"$NIO Inc.(NIO)$Keep it coming! [Miser]","images":[{"img":"https://static.tigerbbs.com/600266765066eaabd15026e9b0fba2ac","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138155638","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171323431,"gmtCreate":1626707247823,"gmtModify":1703763799794,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooo [Cool]&nbsp;","listText":"Ooo [Cool]&nbsp;","text":"Ooo [Cool]","images":[{"img":"https://static.tigerbbs.com/f6a8ec0992ffa417a8b74628c3b6b305","width":"1125","height":"3768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171323431","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124410438,"gmtCreate":1624779037024,"gmtModify":1703845056605,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Might be time to enter again [Grin]&nbsp;","listText":"Might be time to enter again [Grin]&nbsp;","text":"Might be time to enter again [Grin]","images":[{"img":"https://static.tigerbbs.com/92adda46ebf23b69af8ac9a2136e94c9","width":"1125","height":"3407"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124410438","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161939049,"gmtCreate":1623899583281,"gmtModify":1703822998596,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Considering.. Might be time to get in [Smile]&nbsp;","listText":"Considering.. Might be time to get in [Smile]&nbsp;","text":"Considering.. Might be time to get in [Smile]","images":[{"img":"https://static.tigerbbs.com/c366ea45375edffcd644ff5250b42d71","width":"1125","height":"3587"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161939049","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160728281,"gmtCreate":1623807049343,"gmtModify":1703820009338,"author":{"id":"3583495354882408","authorId":"3583495354882408","name":"Sops","avatar":"https://static.tigerbbs.com/297ec6866528591f19699c5c121b03c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKCO\">$Luokung Technology Corp(LKCO)$</a>Stay above 2 [Sly]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LKCO\">$Luokung Technology Corp(LKCO)$</a>Stay above 2 [Sly]&nbsp;","text":"$Luokung Technology Corp(LKCO)$Stay above 2 [Sly]","images":[{"img":"https://static.tigerbbs.com/54ec1d3753b895c95474a9cf67fbb278","width":"1125","height":"3677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160728281","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}