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2022-09-05

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Palantir: 50 Hated Pandemic Stocks, These 3 Worth Considering

2022-09-05

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SPY: Making Money In A Bear Market (Technical Analysis)

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Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%

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Why Nvidia Didn't Really Have a Bad Quarter

2022-08-24

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Pre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%

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$Happiness Development Group Limited(HAPP)$hah

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hahaha

@TradingLounge:Australian Stock Market Elliott Wave Analysis Trading Levels ASX 200 Index (XJO), Forex AUDUSD, Commonwealth Bank CBA, BHP Group (BHP) $BHP GROUP LTD(BHP.AU)$ , Rio Tinto (RIO), Fortescue Metals Group (FMG) $FORTESCUE METALS GROUP LTD(FMG.AU)$ , Woodside (WDS) Santos (STO), Newcrest Mining NCM, VanEck Gold Miners ETF GDX $VanEck Gold Miners ETF(GDX)$ , Technical Analysis Trading StrategiesASX200 Market Summary Elliott Wave ASX200: Wave (4) is not completed ASX200 Trading Strategy: Long trades for the ASX200 as Wave C of (4)Video Chapters 00:00 ASX200 (XJO) 13:30 Commonwealth Bank CBA 13:4

2022-07-09

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Bitcoin Is on Course for Its Biggest Weekly Gain Since March

2022-07-04

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2022-06-30

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Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs

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Should You Invest in Revlon Stock Right Now?

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ya//@Bluetulips:Ya

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Tesla: This Investment Is Not For The Faint-Hearted

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NIO: A Volatile But Very Profitable Road Ahead

2022-06-28

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2022-06-26

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Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move

2022-06-24

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Used Car Stocks Jumped in Morning Trading

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3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From Now

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hong kong

Chinese Lithium Giant Tests Investor Demand for Hong Kong IPO

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Extremely well. Bolstered by extraordinarily low interest rates and a new crowd of &#34;work-from-homers&#34; (with newfound time to &#34;invest&#34;) it seemed the sky was the limit. Until it wasn&#39;t. Flash forward to now, the markethas fallen sharply this year (especially high-growth stocks), and there is no short supply of reasons to stay bearish. Very bearish. In this report, we share data on 50 high-growth stocks that have crashed, run through a list of compelling reasons (data points) to stay bearish, and then discuss the merits of three interesting high-growth stocks from the list that have crashed particularly hard, with a special focus on pandemic darling, Palantir (NYSE:PLTR), including its positive and negatives (such as total addressable market, growth, leadership, products, margins, profits, valuation, government versus commercial, share based compensation, dilution and industrywide challenges). We conclude with some important takeaways and our very strong opinion about investing in Palantir and investing in this market in general.</p><p><b>50 High-Growth Pandemic Darlings That Crashed</b></p><p>For starters, here is a look at 50 high-growth &#34;pandemic darling&#34; stocks (concentrated in software industries) that have crashed hard this year. The table is sorted by market cap, and you likely see at least a few that you are very familiar with.</p><p><img src=\"https://static.tigerbbs.com/d66a68a501ea4023d237754fb86cded1\" tg-width=\"640\" tg-height=\"742\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Stock Rover</p><p>A lot of conservative value-oriented investors take a lot of satisfaction seeing the sharp declines this year. They warned (often loudly) that valuations were absurdly high considering many of these pandemic darlings have never even generated a profit. What&#39;s more, there are a lot of very compelling reasons to stay bearish on these stocks (such as high inflation, rising interest rates, lingering pandemic supply chain issues, a war in Europe and indications that corporate profit estimates are still too high based on the federal budget deficit) as we will cover in more detail in a later section of this report. But first, let&#39;s take a look at one of the most hyped stocks in recent history, that rose dramatically during the pandemic, and has now fallen very hard, Palantir.</p><p><b>Palantir: Pandemic Stock Poster Child</b></p><p>Palantir is basically a data-mining software company that has strangely generated a cult-like internet following since its September 2020 IPO (despite the fact that it has existed since 2003). Perhaps it&#39;s the company&#39;s secret government contracts that had so many investors mystified, or its expansion into the non-government Software-as-Service business at exactly the time when those stocks were being most hyped (because artificially low interest rates by the Fed dramatically magnified the present value of &#34;possible&#34; future earnings for those types of stocks) or maybe even its unusual name (it&#39;s named after a mystical, all-powerful seeing stone in &#34;Lord of the Rings&#34;). Whatever the case may be, Palantir shares soared to very high valuations (for example, see how its current price-to-sales multiple compares to its 5-year (technically 2-year) range in our earlier table above).</p><p><b>Palantir Positives:</b></p><p>Before getting into the very negative things working against Palantir in the next sections of this report (both company-specific and macroeconomic) let&#39;s first consider a few of the good things the company has going for it.</p><p><b>Three things to look for in a growth stock</b>: For starters, three big things many long-term growth investors look for in a stock are a founder CEO (check: CEO Alex Karp cofounded Palantir), a very high revenue growth rate (check: the 3-year revenue CAGR is 41%, and it is expected to keep growing rapidly, per our earlier table) and a very large Total Addressable Market (check: see the &#34;TAM&#34; graphic below from Palantir&#39;s latest investorpresentation).</p><p><img src=\"https://static.tigerbbs.com/adb72b760e9432fd752a4ea9aa354c7f\" tg-width=\"1280\" tg-height=\"682\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Investor Presentation</p><p><b>Large TAM</b>: Specifically, as you can see in the chart above, each of Palantir&#39;s major businesses have continued to grow rapidly over time and continue to have large growth potential (dotted line). For reference:</p><ul><li><p><b>Palantir Gotham</b> is a software platform that enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.</p></li><li><p><b>Palantir Foundry</b> is a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p></li><li><p><b>Apollo</b> is a software that enables customers to deploy their own software virtually in any environment.</p></li></ul><p>And according to CEO Alex Karp during the latest earnings call:</p><blockquote><i>&#34;We have 5 of the most interesting, important and crazy baller, impactful products in the world: PG, Foundry, Nexus Peering, MetaConstellation and Apollo, all of which were built before their time, all of which have made a 41% CAGR possible.&#34;</i></blockquote><p>More specifically, in his latest letter to shareholders, Karp explained:</p><blockquote><i>&#34;Our platforms consist of more than 700 component parts and 65 separate applications...Each one of those component parts has the potential to become a dominant and standalone software product in its own right.&#34;</i></blockquote><p>Further, Karp had this to say about TAM:</p><blockquote><i>&#34;We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.</i></blockquote><blockquote><i>Most other companies are targeting small segments of the market.&#34;</i></blockquote><p><b>Founder CEO</b>: Further, Karp is a strong leader constantly building the brand by highlighting the strengths of the products (for example, on the call he explained &#34;their quintessential attribute that large companies, which essentially control distribution, cannot easily copy them or if at all&#34;), and the long-term anti Wall Street approach to the business (for example, Karp says &#34;we run this company as owners, and we do not run it purely to actually make people happy quarter-to-quarter.&#34;).</p><p><b>Client Growth</b>: In addition to high revenue growth, Palantir continues to grow its clients (which have a very high retention rate - Palantir ended Q2 2022 with net dollar retention rate of 119% - high retention is often typical for the very attractive SaaS business model)</p><p><b>High Margins and Strong Innovation</b>: Palantir has very high gross margins (see our earlier table), and strong innovation (as per its high research margin and strong expansion into non-government clients).</p><p><b>Improving Bottom Line</b>: Like a lot of high-growth business, Palantir is not yet profitable. And while this may sound like a big negative (especially considering the company has been around for almost 20 years) it is actually by design. Specifically, Palantir continues to spend heavily to capture attractive revenue growth opportunities (the types of revenue growth opportunities other companies wish they had). Moreover, Palantir&#39;s losses are shrinking (it&#39;s moving towards profitability). Per the shareholder letter, Palantir is now strongly free cash flow positive, and per the quarterly call, Karp expects to be &#34;a profitable company in 2025.&#34;</p><p><img src=\"https://static.tigerbbs.com/d7b9c1704c07ba21290335407af5a237\" tg-width=\"1280\" tg-height=\"538\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Shareholder Letter</p><p>As unattractive as it is to some, Palantir&#39;s decision to focus on revenue growth over bottom line income (for now) is the right decision in terms of maximizing long-term shareholder value (whether or not you are the right type of shareholder - you probably already know - but we will address this topic in the conclusion of this report).</p><p><b>Increasingly Reasonable Valuation</b>: And of course, Palantir&#39;s valuation multiples are dramatically lower than they were (price-to-sales is now only 12.8% of what it was, per our earlier table) and relatively attractive as compared to peers and as compared to its high revenue growth and large TAM.</p><p>Despite the dramatic share price sell off (shares currently sit at only 4.9% of their 52-week price range), Palantir continues to have a lot of long-term attractive qualities.</p><p><b>Palantir Negatives:</b></p><p>Of course there are a lot of negative things (challenges) Palantir currently faces, including the negative company-specific things we will cover in this section, plus the massively daunting macroeconomic challenges we will cover in the next section.</p><p><b>Slowing Government Revenue Growth</b>: For example, Palantir&#39;sgovernment revenue(supposedly its &#34;bread and butter&#34;) is slowing.</p><p><img src=\"https://static.tigerbbs.com/5632018f8ec8c51db94235eadcddb9d2\" tg-width=\"1280\" tg-height=\"693\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Investor Presentation</p><p>According to a research note from Brad Zelnick at Deutsche Bank (Zelnick rates Palantir a &#34;sell&#34;):</p><blockquote><i>&#34;While we&#39;ve always been more skeptical of Palantir&#39;s commercial opportunity, our thesis was rooted in what we saw as a uniquely strong position in Public Sector… Now with the Gov&#39;t business further decelerating off of easier compares and with diminished confidence/visibility ahead, we are left with very little to support our thesis.&#34;</i></blockquote><p>Palantir lowered its forward guidance this quarter based on uncertainty around government contracts. This issue was addressed repeatedly during the call by explaining revenues are lumpy (there have actually been &#34;a number of years where [revenue] was flat or even negative&#34;), but worth it considering government contracts &#34;are so big and meaty that you got to kind of wait,&#34; according to Karp.</p><p><b>Stock-Based Compensation and Shareholder Dilution</b>: Another chronic qualm with Palantir has been its heavy stock based compensation and shareholder dilution, as you can see in the chart below.</p><p><img src=\"https://static.tigerbbs.com/0e50a807f1f0923e919368c125782c78\" tg-width=\"850\" tg-height=\"459\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>However, in retrospect Palantir&#39;s actions appear prudent considering, as Karp puts it in the shareholder letter:</p><blockquote><i>&#34;We repeatedly decided to raise and preserve capital when others were spending.Our strategy in this regard has secured our ability to continue refining and developing our software platforms in order to maximize their value to our customers over the long term.&#34;</i></blockquote><p>Specifically, Palantir was raising capital when its market value was higher (smart), has now eliminated all debt now that interest rates are higher (also smart) and now generates massive amounts of free cash flow and has ample cash on its balance sheet to support its business (at a time when raising external capital is now more expensive).</p><p><b>Negative Net Income</b>: We mentioned &#34;improving bottom line&#34; as a positive, net income is still negative (and expected to stay that way until 2025) and that is a big negative to a lot of investors, especially in the current market environment where interest rates are rising and investors put increasingly more value on current earnings and less value on future earnings. Even though profitability is trending in the right direction, Palantir still generates no net income.</p><p><b>Industrywide Challenges</b>: And another huge negative for Palantir is the current extreme challenges the overall industry (and economy) is facing (as we will cover in detail in the next section of this report). However, Palantir&#39;s Chief Business Affairs and Legal Officer explained it like this during the quarterly call:</p><blockquote><i>As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations. Gaps our software can solve.In the short term, this means less revenue now. But on longer time horizons, it accelerates our business.&#34;</i></blockquote><p>We&#39;ll share our strong opinion about investing in Palantir (in the current market environment) in the conclusion of this report, but first it is worthwhile to consider more of the macroeconomic environment which helps underpin our views.</p><p>Macroeconomic Reasons to Stay Bearish on Palantir (and the Market in General):</p><p>Like other companies, Palantir currently faces a variety of massive macroeconomic challenges that give a lot of investors reason to stay extremely bearish. For example, inflation is sky high (very bad for the economy), the Fed keeps raising rates to fight inflation (but this has the side effect of slowing the economy), there are lingering pandemic supply chain issues, a terrible war in Europe and economists remain very pessimistic (as you can see in the following chart).</p><p><img src=\"https://static.tigerbbs.com/4c38c5b70e1a16947ad27cd31e466a1f\" tg-width=\"1006\" tg-height=\"705\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Wall Street Journal</p><p>Further the federal budget deficit is about to create another big drag on the economy. If you don&#39;t know, the federal budget deficit is the difference between government revenues (i.e. taxes) and government spending. And while years of government deficit spending can create enormous long-term economic problems, the short-term deficit fluctuations can exacerbate near-term challenges.</p><p>Counterintuitive to some, when the economy is strong, the government should reduce spending (build a rainy-day fund), and when the economy is struggling, extra government spending can actually help end the funk. Unfortunately, the economy is struggling big time this year, yet the government has dramatically reduced deficit spending, as you can see in the following chart.</p><p><img src=\"https://static.tigerbbs.com/ac674eb8a63a4c87f03f8285114e8e66\" tg-width=\"1162\" tg-height=\"747\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bipartisan Policy Center</p><p>And according to GMO Capital&#39;sJeremy Grantham, this reduced government deficit may be about to cause corporate profit margins and earnings to take a hit, due to the Kalecki equation(basically, reduced government deficit spending will be a hit to corporate earnings, and this is not yet reflected in stock prices).</p><p>And of course we can make a strong case that growth stocks in particular (such as Palantir and the other names in our earlier table) are still greatly overvalued (versus value stocks) based on historical levels, such as this chart(below).</p><p><img src=\"https://static.tigerbbs.com/a845355734238edf4d60511f6a135796\" tg-width=\"1112\" tg-height=\"551\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Charles Schwab</p><p>Notice the divergence (in the chart above) becomes most pronounced around the time the US implemented and accelerated quantitative easing following the Great Financial Crisis (2008-2009) and the pandemic bubble (2020-2021), and right before the tech bubble bust (2000). Importantly, the Fed is now starting to unwind quantitative easing (increasing rates and reducing its balance sheet) which could have the opposite affect (i.e. growth could start to underperform value dramatically). And here is another chart on growth versus value, for your consideration.</p><p><img src=\"https://static.tigerbbs.com/97350b28cfa6f02b7ed3cbb8da022107\" tg-width=\"750\" tg-height=\"871\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JP Morgan</p><p>Further, a slew of recent layoff announcements by technology companies (see table below) suggest growth stocks in particular are just now finally bracing for the challenging markets ahead.</p><p><img src=\"https://static.tigerbbs.com/cfe29d0f62d8b6a744287ace5791248a\" tg-width=\"1098\" tg-height=\"1029\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Crunchbase</p><p><b>More Pandemic Darlings Worth Considering</b></p><p>With all of the negative things going on in the market, the thought of investing in growth stocks right now makes a lot of people want to puke. Even though Jeremy Grantham&#39;s latest report (linked earlier) suggests we are just now entering the final stage of the market&#39;s latest &#34;super bubble,&#34; the market has already been puking (particularly growth stocks) this year, and from a contrarian long-term investment standpoint - some investors believe that&#39;s the best time to be buying stocks in buckets. Let&#39;s take a closer look at a few high growth stocks in particular, before finally concluding this report with a few important takeaways and our strong opinion on investing in this market.</p><p><b>Datadog</b>(DDOG)</p><p>Datadog is a performance monitoring and cloud security platform, and the shares are more than 50% below their 52-week high as the valuation has taken an extreme hit as the pandemic bubble bursts.</p><p><img src=\"https://static.tigerbbs.com/31fdd261203344e781999772d71eece7\" tg-width=\"1280\" tg-height=\"922\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Datadog Investor Presentation</p><p>However, Datadog continues to benefit from the three important growth stock characteristics we described earlier, including very high revenue growth (see chart above), a large TAM (so it can keep growing, see below) and the company is led by its founder (CEO Olivier Pomel cofounded the company along with CTO Alexis Lê-Quôc, in 2010).</p><p><img src=\"https://static.tigerbbs.com/e606abe56c40452a715c442428bf21c8\" tg-width=\"1280\" tg-height=\"615\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Datadog Investor Presentation</p><p>Also Datadog was named a leader in the 2022 Gartner Magic Quadrant for Application Performance Monitoring and Observability (see below). This is a very good thing for its continuing industry leadership.</p><p><img src=\"https://static.tigerbbs.com/1c5f0f318e5e7fcf1c2c7a1d0f4d6a1a\" tg-width=\"730\" tg-height=\"787\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Datadog Investor Presentation</p><p>Also, Datadog has high customer retention rates (also very good for continuing growth, see below).</p><p><img src=\"https://static.tigerbbs.com/44b79e91c50944b985847e9c5ce7a95f\" tg-width=\"1280\" tg-height=\"685\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Datadog Investor Presentation</p><p>And again, its valuation has come way down over the last year (for example, both its price and price-to-sales ratios are significantly below their 52-week highs, as you can see in our earlier table), but its high revenue growth remains intact as it moves closer to GAAP profitability (all good things). We&#39;ll have more to say about Datadog in the conclusion of this report.</p><p><b>The Trade Desk</b>(TTD)</p><p>The Trade Desk is another high-growth stock that has recently sold off very hard (it&#39;s down more than 30% this year).</p><p><img src=\"https://static.tigerbbs.com/46c8205e9996a50cd1b3614c8745ca8f\" tg-width=\"1280\" tg-height=\"975\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Trade Desk Investor Presentation</p><p>And like the other growth stocks we have highlighted in this report, it is an attractive founder-led business (Jeff Green is co-founder and current CEO), with very high revenue growth (see graphic above), and a very large TAM (see the graphic below).</p><p><img src=\"https://static.tigerbbs.com/5835d0d241411e28f035d95c99c49e7d\" tg-width=\"1280\" tg-height=\"759\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Trade Desk Investor Presentation</p><p>If you don&#39;t know, The Trade Desk is basically a self-service omni-channel advertising platform that allows ad buyers to pick from over 500 billion digital ad opportunities a day (including targeted ads across connected TV, mobile, video, audio, display, social, and native). We recently wrote about The Trade Desk in detail last month (where we correctly predicted that it would resume its steep share price declines in the short term), and we&#39;ll have more to say about The Trade Desk in the conclusion of this report.</p><p><b>Conclusion</b></p><p>The market is ugly. Very ugly. Aside from the sky-high valuation levels many top growth stocks achieved last year (a bubble that continues to burst), macroeconomic conditions are bad (as described in this report). And unless you are in a position to buy-and-hold for the next decade, it would probably be a terrible idea to dump 100% of your nest egg into high growth stocks as described in this report (you might instead want to consider our recent report: Top 10 Big-Dividend Preferred Stocks).</p><p>On the other hand, if you are a long-term investor, you have a distinct advantage. That is to say, long-term compound growth is one of the most powerful wealth-creating machines in the history of the world, but only if you have the ability to hang on (to high-growth secular leaders like Palantir, The Trade Desk and Datadog) through years of very high volatility (like we are experiencing now). In fact, this year&#39;s steep price declines may get even worse (for reasons described in this report), but if you truly are a long-term investor you might also want to consider our expanded list of 150 top growth stocks down big (which also includes a few more top growth stock ideas in particular) especially because we strongly believe the market will eventually get better.</p><p>No one knows where the market will be next week, next month or even next year. But over the long-term, it&#39;s likely eventually going much higher (especially top growth stocks, like Palantir). And over the long-term, top-quality dividends stocks are also likely to keep paying big, steady, growing dividends. Choose an investment strategy that is right for you, based on your unique situation and goals. We believe disciplined, long-term, goal-focused investing will continue to be a winner.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: 50 Hated Pandemic Stocks, These 3 Worth Considering</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: 50 Hated Pandemic Stocks, These 3 Worth Considering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538851-palantir-50-hated-pandemic-stocks-3-worth-considering><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe share data on 50 high-growth \"pandemic darlings\" that have sold off extremely hard, and with a special focus on Palantir.We go into the details on Palantir positives and negatives (including...</p>\n\n<a href=\"https://seekingalpha.com/article/4538851-palantir-50-hated-pandemic-stocks-3-worth-considering\">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/4538851-palantir-50-hated-pandemic-stocks-3-worth-considering","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198620014","content_text":"SummaryWe share data on 50 high-growth \"pandemic darlings\" that have sold off extremely hard, and with a special focus on Palantir.We go into the details on Palantir positives and negatives (including TAM, growth, leadership, products, margins, profits, valuation, government versus commercial, share-based compensation, dilution, and industrywide challenges).We also dive deep into the very ugly macroeconomic reasons to stay bearish on the market (things can still get much worse) and on Palantir, especially in the near term.After reviewing three high-growth stocks in total from the list, we conclude with some important takeaways and our strong opinion about investing in Palantir and in the current market environment.After the initial pandemic shock in 2020, certain high-growth stocks performed well. Extremely well. Bolstered by extraordinarily low interest rates and a new crowd of \"work-from-homers\" (with newfound time to \"invest\") it seemed the sky was the limit. Until it wasn't. Flash forward to now, the markethas fallen sharply this year (especially high-growth stocks), and there is no short supply of reasons to stay bearish. Very bearish. In this report, we share data on 50 high-growth stocks that have crashed, run through a list of compelling reasons (data points) to stay bearish, and then discuss the merits of three interesting high-growth stocks from the list that have crashed particularly hard, with a special focus on pandemic darling, Palantir (NYSE:PLTR), including its positive and negatives (such as total addressable market, growth, leadership, products, margins, profits, valuation, government versus commercial, share based compensation, dilution and industrywide challenges). We conclude with some important takeaways and our very strong opinion about investing in Palantir and investing in this market in general.50 High-Growth Pandemic Darlings That CrashedFor starters, here is a look at 50 high-growth \"pandemic darling\" stocks (concentrated in software industries) that have crashed hard this year. The table is sorted by market cap, and you likely see at least a few that you are very familiar with.Stock RoverA lot of conservative value-oriented investors take a lot of satisfaction seeing the sharp declines this year. They warned (often loudly) that valuations were absurdly high considering many of these pandemic darlings have never even generated a profit. What's more, there are a lot of very compelling reasons to stay bearish on these stocks (such as high inflation, rising interest rates, lingering pandemic supply chain issues, a war in Europe and indications that corporate profit estimates are still too high based on the federal budget deficit) as we will cover in more detail in a later section of this report. But first, let's take a look at one of the most hyped stocks in recent history, that rose dramatically during the pandemic, and has now fallen very hard, Palantir.Palantir: Pandemic Stock Poster ChildPalantir is basically a data-mining software company that has strangely generated a cult-like internet following since its September 2020 IPO (despite the fact that it has existed since 2003). Perhaps it's the company's secret government contracts that had so many investors mystified, or its expansion into the non-government Software-as-Service business at exactly the time when those stocks were being most hyped (because artificially low interest rates by the Fed dramatically magnified the present value of \"possible\" future earnings for those types of stocks) or maybe even its unusual name (it's named after a mystical, all-powerful seeing stone in \"Lord of the Rings\"). Whatever the case may be, Palantir shares soared to very high valuations (for example, see how its current price-to-sales multiple compares to its 5-year (technically 2-year) range in our earlier table above).Palantir Positives:Before getting into the very negative things working against Palantir in the next sections of this report (both company-specific and macroeconomic) let's first consider a few of the good things the company has going for it.Three things to look for in a growth stock: For starters, three big things many long-term growth investors look for in a stock are a founder CEO (check: CEO Alex Karp cofounded Palantir), a very high revenue growth rate (check: the 3-year revenue CAGR is 41%, and it is expected to keep growing rapidly, per our earlier table) and a very large Total Addressable Market (check: see the \"TAM\" graphic below from Palantir's latest investorpresentation).Palantir Investor PresentationLarge TAM: Specifically, as you can see in the chart above, each of Palantir's major businesses have continued to grow rapidly over time and continue to have large growth potential (dotted line). For reference:Palantir Gotham is a software platform that enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants, as well as facilitates the handoff between analysts and operational users, helping operators plan and execute real-world responses to threats that have been identified within the platform.Palantir Foundry is a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.Apollo is a software that enables customers to deploy their own software virtually in any environment.And according to CEO Alex Karp during the latest earnings call:\"We have 5 of the most interesting, important and crazy baller, impactful products in the world: PG, Foundry, Nexus Peering, MetaConstellation and Apollo, all of which were built before their time, all of which have made a 41% CAGR possible.\"More specifically, in his latest letter to shareholders, Karp explained:\"Our platforms consist of more than 700 component parts and 65 separate applications...Each one of those component parts has the potential to become a dominant and standalone software product in its own right.\"Further, Karp had this to say about TAM:\"We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.Most other companies are targeting small segments of the market.\"Founder CEO: Further, Karp is a strong leader constantly building the brand by highlighting the strengths of the products (for example, on the call he explained \"their quintessential attribute that large companies, which essentially control distribution, cannot easily copy them or if at all\"), and the long-term anti Wall Street approach to the business (for example, Karp says \"we run this company as owners, and we do not run it purely to actually make people happy quarter-to-quarter.\").Client Growth: In addition to high revenue growth, Palantir continues to grow its clients (which have a very high retention rate - Palantir ended Q2 2022 with net dollar retention rate of 119% - high retention is often typical for the very attractive SaaS business model)High Margins and Strong Innovation: Palantir has very high gross margins (see our earlier table), and strong innovation (as per its high research margin and strong expansion into non-government clients).Improving Bottom Line: Like a lot of high-growth business, Palantir is not yet profitable. And while this may sound like a big negative (especially considering the company has been around for almost 20 years) it is actually by design. Specifically, Palantir continues to spend heavily to capture attractive revenue growth opportunities (the types of revenue growth opportunities other companies wish they had). Moreover, Palantir's losses are shrinking (it's moving towards profitability). Per the shareholder letter, Palantir is now strongly free cash flow positive, and per the quarterly call, Karp expects to be \"a profitable company in 2025.\"Palantir Shareholder LetterAs unattractive as it is to some, Palantir's decision to focus on revenue growth over bottom line income (for now) is the right decision in terms of maximizing long-term shareholder value (whether or not you are the right type of shareholder - you probably already know - but we will address this topic in the conclusion of this report).Increasingly Reasonable Valuation: And of course, Palantir's valuation multiples are dramatically lower than they were (price-to-sales is now only 12.8% of what it was, per our earlier table) and relatively attractive as compared to peers and as compared to its high revenue growth and large TAM.Despite the dramatic share price sell off (shares currently sit at only 4.9% of their 52-week price range), Palantir continues to have a lot of long-term attractive qualities.Palantir Negatives:Of course there are a lot of negative things (challenges) Palantir currently faces, including the negative company-specific things we will cover in this section, plus the massively daunting macroeconomic challenges we will cover in the next section.Slowing Government Revenue Growth: For example, Palantir'sgovernment revenue(supposedly its \"bread and butter\") is slowing.Palantir Investor PresentationAccording to a research note from Brad Zelnick at Deutsche Bank (Zelnick rates Palantir a \"sell\"):\"While we've always been more skeptical of Palantir's commercial opportunity, our thesis was rooted in what we saw as a uniquely strong position in Public Sector… Now with the Gov't business further decelerating off of easier compares and with diminished confidence/visibility ahead, we are left with very little to support our thesis.\"Palantir lowered its forward guidance this quarter based on uncertainty around government contracts. This issue was addressed repeatedly during the call by explaining revenues are lumpy (there have actually been \"a number of years where [revenue] was flat or even negative\"), but worth it considering government contracts \"are so big and meaty that you got to kind of wait,\" according to Karp.Stock-Based Compensation and Shareholder Dilution: Another chronic qualm with Palantir has been its heavy stock based compensation and shareholder dilution, as you can see in the chart below.YChartsHowever, in retrospect Palantir's actions appear prudent considering, as Karp puts it in the shareholder letter:\"We repeatedly decided to raise and preserve capital when others were spending.Our strategy in this regard has secured our ability to continue refining and developing our software platforms in order to maximize their value to our customers over the long term.\"Specifically, Palantir was raising capital when its market value was higher (smart), has now eliminated all debt now that interest rates are higher (also smart) and now generates massive amounts of free cash flow and has ample cash on its balance sheet to support its business (at a time when raising external capital is now more expensive).Negative Net Income: We mentioned \"improving bottom line\" as a positive, net income is still negative (and expected to stay that way until 2025) and that is a big negative to a lot of investors, especially in the current market environment where interest rates are rising and investors put increasingly more value on current earnings and less value on future earnings. Even though profitability is trending in the right direction, Palantir still generates no net income.Industrywide Challenges: And another huge negative for Palantir is the current extreme challenges the overall industry (and economy) is facing (as we will cover in detail in the next section of this report). However, Palantir's Chief Business Affairs and Legal Officer explained it like this during the quarterly call:As organizations around the world face more pressure and experience more pain, there will be a slowdown in the rate of spending and lengthening of sales cycles, but it will also reveal gaps in enterprises operations. Gaps our software can solve.In the short term, this means less revenue now. But on longer time horizons, it accelerates our business.\"We'll share our strong opinion about investing in Palantir (in the current market environment) in the conclusion of this report, but first it is worthwhile to consider more of the macroeconomic environment which helps underpin our views.Macroeconomic Reasons to Stay Bearish on Palantir (and the Market in General):Like other companies, Palantir currently faces a variety of massive macroeconomic challenges that give a lot of investors reason to stay extremely bearish. For example, inflation is sky high (very bad for the economy), the Fed keeps raising rates to fight inflation (but this has the side effect of slowing the economy), there are lingering pandemic supply chain issues, a terrible war in Europe and economists remain very pessimistic (as you can see in the following chart).Wall Street JournalFurther the federal budget deficit is about to create another big drag on the economy. If you don't know, the federal budget deficit is the difference between government revenues (i.e. taxes) and government spending. And while years of government deficit spending can create enormous long-term economic problems, the short-term deficit fluctuations can exacerbate near-term challenges.Counterintuitive to some, when the economy is strong, the government should reduce spending (build a rainy-day fund), and when the economy is struggling, extra government spending can actually help end the funk. Unfortunately, the economy is struggling big time this year, yet the government has dramatically reduced deficit spending, as you can see in the following chart.Bipartisan Policy CenterAnd according to GMO Capital'sJeremy Grantham, this reduced government deficit may be about to cause corporate profit margins and earnings to take a hit, due to the Kalecki equation(basically, reduced government deficit spending will be a hit to corporate earnings, and this is not yet reflected in stock prices).And of course we can make a strong case that growth stocks in particular (such as Palantir and the other names in our earlier table) are still greatly overvalued (versus value stocks) based on historical levels, such as this chart(below).Charles SchwabNotice the divergence (in the chart above) becomes most pronounced around the time the US implemented and accelerated quantitative easing following the Great Financial Crisis (2008-2009) and the pandemic bubble (2020-2021), and right before the tech bubble bust (2000). Importantly, the Fed is now starting to unwind quantitative easing (increasing rates and reducing its balance sheet) which could have the opposite affect (i.e. growth could start to underperform value dramatically). And here is another chart on growth versus value, for your consideration.JP MorganFurther, a slew of recent layoff announcements by technology companies (see table below) suggest growth stocks in particular are just now finally bracing for the challenging markets ahead.CrunchbaseMore Pandemic Darlings Worth ConsideringWith all of the negative things going on in the market, the thought of investing in growth stocks right now makes a lot of people want to puke. Even though Jeremy Grantham's latest report (linked earlier) suggests we are just now entering the final stage of the market's latest \"super bubble,\" the market has already been puking (particularly growth stocks) this year, and from a contrarian long-term investment standpoint - some investors believe that's the best time to be buying stocks in buckets. Let's take a closer look at a few high growth stocks in particular, before finally concluding this report with a few important takeaways and our strong opinion on investing in this market.Datadog(DDOG)Datadog is a performance monitoring and cloud security platform, and the shares are more than 50% below their 52-week high as the valuation has taken an extreme hit as the pandemic bubble bursts.Datadog Investor PresentationHowever, Datadog continues to benefit from the three important growth stock characteristics we described earlier, including very high revenue growth (see chart above), a large TAM (so it can keep growing, see below) and the company is led by its founder (CEO Olivier Pomel cofounded the company along with CTO Alexis Lê-Quôc, in 2010).Datadog Investor PresentationAlso Datadog was named a leader in the 2022 Gartner Magic Quadrant for Application Performance Monitoring and Observability (see below). This is a very good thing for its continuing industry leadership.Datadog Investor PresentationAlso, Datadog has high customer retention rates (also very good for continuing growth, see below).Datadog Investor PresentationAnd again, its valuation has come way down over the last year (for example, both its price and price-to-sales ratios are significantly below their 52-week highs, as you can see in our earlier table), but its high revenue growth remains intact as it moves closer to GAAP profitability (all good things). We'll have more to say about Datadog in the conclusion of this report.The Trade Desk(TTD)The Trade Desk is another high-growth stock that has recently sold off very hard (it's down more than 30% this year).The Trade Desk Investor PresentationAnd like the other growth stocks we have highlighted in this report, it is an attractive founder-led business (Jeff Green is co-founder and current CEO), with very high revenue growth (see graphic above), and a very large TAM (see the graphic below).The Trade Desk Investor PresentationIf you don't know, The Trade Desk is basically a self-service omni-channel advertising platform that allows ad buyers to pick from over 500 billion digital ad opportunities a day (including targeted ads across connected TV, mobile, video, audio, display, social, and native). We recently wrote about The Trade Desk in detail last month (where we correctly predicted that it would resume its steep share price declines in the short term), and we'll have more to say about The Trade Desk in the conclusion of this report.ConclusionThe market is ugly. Very ugly. Aside from the sky-high valuation levels many top growth stocks achieved last year (a bubble that continues to burst), macroeconomic conditions are bad (as described in this report). And unless you are in a position to buy-and-hold for the next decade, it would probably be a terrible idea to dump 100% of your nest egg into high growth stocks as described in this report (you might instead want to consider our recent report: Top 10 Big-Dividend Preferred Stocks).On the other hand, if you are a long-term investor, you have a distinct advantage. That is to say, long-term compound growth is one of the most powerful wealth-creating machines in the history of the world, but only if you have the ability to hang on (to high-growth secular leaders like Palantir, The Trade Desk and Datadog) through years of very high volatility (like we are experiencing now). In fact, this year's steep price declines may get even worse (for reasons described in this report), but if you truly are a long-term investor you might also want to consider our expanded list of 150 top growth stocks down big (which also includes a few more top growth stock ideas in particular) especially because we strongly believe the market will eventually get better.No one knows where the market will be next week, next month or even next year. But over the long-term, it's likely eventually going much higher (especially top growth stocks, like Palantir). And over the long-term, top-quality dividends stocks are also likely to keep paying big, steady, growing dividends. Choose an investment strategy that is right for you, based on your unique situation and goals. We believe disciplined, long-term, goal-focused investing will continue to be a winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931970382,"gmtCreate":1662390379747,"gmtModify":1676537050700,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"ho","listText":"ho","text":"ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931970382","repostId":"1140356635","repostType":4,"repost":{"id":"1140356635","kind":"news","pubTimestamp":1662364813,"share":"https://ttm.financial/m/news/1140356635?lang=&edition=fundamental","pubTime":"2022-09-05 16:00","market":"other","language":"en","title":"SPY: Making Money In A Bear Market (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1140356635","media":"Seeking Alpha","summary":"SummaryThis is a technical analysis article on the SPY ETF. Professional traders hate risk and love ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>This is a technical analysis article on the SPY ETF. Professional traders hate risk and love &#34;sure things.&#34; Why? Because trading is risky enough. They prefer to make money the easy way.</li><li>They are always on the search for contrarian trades that are a &#34;slam dunk.&#34; Why? Because they don&#39;t want to be fired for being wrong.</li><li>They love being right all the time and getting big, fat bonuses at year end.</li><li>So what is a slam dunk in this bear market? Knowing that the Fed is in a bind and has to take the economy down which creates the bear market we trade.</li><li>What is the slam dunk rule? Buy puts or some other short strategy after every bounce, until the bottom bounce, which is still a very long way off.</li></ul><p>The easiest way to make money in a bear market (NYSEARCA:SPY) is to short every bounce as long as there is no bottom in place. There is no bottom in place yet for this market. TheSPY is targeting a retest of $364 and there is no indication that $364 is the bottom. The SPY could still go lower, based on the bind the Fed is in, because the Fed is targeting a 2.2% inflation rate. That is a long way off, and so is the bottoming process in the SPY determined by that Fed target.</p><p><b>Isn&#39;t Trading Very Risky?</b></p><p>Trading is risky enough, so the only way to reduce risk is to find slam dunk trades. To do that with any stock or the market, traders look for &#34;research&#34; that gives them the lowest risk, successful trade. That &#34;insightful information&#34; is hard to come by usually. However, in the case of this bear market, everyone has that insight, because the Fed is giving it free to everyone. Fed Chairman Powell just warned of the &#34;pain&#34; that is coming to bring inflation down.</p><p>Because the economy was running hot, with very high employment and very high inflation, the Fed has told us what they are going to do. Even if the Fed did not tell us, it was easy to see what they would have to do. With that knowledge we know this bear market will continue until it bottoms. With that obvious conclusion, we can find a way to make money in this bear market.</p><p>What&#39;s An Example Of A Successful Trade?</p><p>Friday was a good example of a bear market bounce where you could make money shorting. We actually provided a minute by minute description of the bounce on Friday morning, using our live charting system with comments. We watched the day traders short it on the opening gap. Then we watched it going up to be stopped by resistance.</p><p>For those subscribers that missed the live comments, we published an article as the bounce reached its top. We bought puts and we are still holding them. We are sitting on a nice profit because the bounce failed and then dropped back to the $392 support level. We have discussed this level frequently.</p><p><b>Where Is The Bottom Of This Bear Market?</b></p><p>We don&#39;t expect the support at $392 to hold and we don&#39;t expect another bounce from this level. Our short term target for the SPY is $388. As discussed here in previous articles, our longer term target is a retest of $364 and it could go lower to find a new bottom. Thus you can see why we are buying November, out of the money, puts to make easy money, as this bear market continues for the foreseeable future. The end of the recent big bounce up failed at $428 resistance, and we don&#39;t expect another big bounce until we retest $364 or from a lower bottom.</p><p><b>How Do The Pros Make Money In A Bear Market?</b></p><p>The professionals know all of this and are coining money on these slam dunk bounces. They are buying the S&amp;P VIX Index (VIX) or the ProShares UltraShort S&amp;P 500 (SDS) which go up when the market goes down. They are selling calls on their stock portfolios or buying puts like us. (Our Model Portfolio is in cash so we cannot sell calls) The professionals know how to make money in a bear market and so do we.</p><p>Everyone knows the rule: buy the dips and sell the tops. It works both in a bull market and in a bear market, as happened on Friday. Only the day-traders caught a little bit of the bounce, because they don&#39;t last long in a bear market. However, the dives, from the top of the bounce last much longer in a bear market and this is where the easy money is made by shorting or buying puts or buying the SDS.</p><p><b>When Was The Sell Signal On Friday&#39;s Bounce?</b></p><p>Here is the 5-minute chart showing the rise and fall of this bounce on Friday and how we called it minute by minute on our live charts for our subscribers.</p><p><img src=\"https://static.tigerbbs.com/15c79d5b3e782f9684a0f803719b0f4b\" tg-width=\"640\" tg-height=\"784\" referrerpolicy=\"no-referrer\"/></p><p>Buying Puts At The Top Of The Bounce (StockCharts.com)</p><p>Here are the minute by minute comments we gave our subscribers as we commented on the live charts. We signed off to publish the sell signal in an article to our subscribers and then to buy our puts.</p><p><i>9:55 am the day traders shorted the top but failed to fill the gap by covering early. I am still looking before the gap to be filled</i></p><p><i>10:27 surprising retest of 400 and I think another chance to short at 400 -401 price resistance especially on Friday in a bear market and holiday weekend when everyone goes home early especially daytraders</i></p><p><i>10:34 at 400.72 looking for sell signal, overbought, At price resistance, daytraders usually short</i></p><p><i>10:41 at 401.12 RSI overbought waiting for the breakdown sell signal by day traders.</i></p><p><i>10:46 at 401 toppy candlesticks inviting daytraders to short but they are waiting for RSI to turn down.</i></p><p><i>10:50 red candlestick, waiting for RSI breakdown for red vertical line</i></p><p><i>10:53 here come the sellers at 400, red vertical line now.</i></p><p><i>11:08 signing off, bye bye with this red vertical sell signal in place</i></p><p>As you can see on the above chart, the first RSI sell signal, at the top of the chart where we put the vertical red line, was a head fake. After filling the gap by taking price down, the day-traders then took it back up to the final wall of resistance at $401. The second vertical, red line, sell signal proved to be correct. That is where we ended our comments and wrote an article to our subscribers. Then we bought our puts as the RSI continued down, unlike the head fake, first red, vertical line. Our put position has a nice gain and is still open.</p><p><b>What&#39;s Ahead In The Coming Weeks?</b></p><p>So much for day-trading. Most of us are interested in what the weekly chart is telling us longer term about this market. It is not a pretty picture. As you can see, all the signals have turned down on the chart. This indicates to us, weeks of selling ahead that will take the SPY down to retest $364.</p><p>September is usually a terrible month according to the<i>Stock Traders Almanac</i>, which provides all the historical data on the market. To help things along, we have the Fed &#34;pain&#34; announcement coming on September 18th. We think the market bottoms in October and then we start the best six months for the stock market. In May we may finally see the bottom of this bear market.</p><p>Here is the weekly chart:</p><p><img src=\"https://static.tigerbbs.com/4b8c6b84f3e7b149c95d54de0b1f6f8d\" tg-width=\"640\" tg-height=\"784\" referrerpolicy=\"no-referrer\"/></p><p>SPY Targeting $364 (StockCharts.com)</p><p><b>Conclusion</b></p><p>The weekly chart has lagging, but more reliable signals than the daily chart. In other words, these signals do not reverse as quickly as the daily chart. We expect the negative trend of all these sell signals to continue for the coming weeks, still targeting $364. We will be shorting any bounce such as happened on Friday and you can tune in with our free trial.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Making Money In A Bear Market (Technical Analysis)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: Making Money In A Bear Market (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538914-spy-making-money-bear-market-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis is a technical analysis article on the SPY ETF. Professional traders hate risk and love \"sure things.\" Why? Because trading is risky enough. They prefer to make money the easy way.They are...</p>\n\n<a href=\"https://seekingalpha.com/article/4538914-spy-making-money-bear-market-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4538914-spy-making-money-bear-market-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140356635","content_text":"SummaryThis is a technical analysis article on the SPY ETF. Professional traders hate risk and love \"sure things.\" Why? Because trading is risky enough. They prefer to make money the easy way.They are always on the search for contrarian trades that are a \"slam dunk.\" Why? Because they don't want to be fired for being wrong.They love being right all the time and getting big, fat bonuses at year end.So what is a slam dunk in this bear market? Knowing that the Fed is in a bind and has to take the economy down which creates the bear market we trade.What is the slam dunk rule? Buy puts or some other short strategy after every bounce, until the bottom bounce, which is still a very long way off.The easiest way to make money in a bear market (NYSEARCA:SPY) is to short every bounce as long as there is no bottom in place. There is no bottom in place yet for this market. TheSPY is targeting a retest of $364 and there is no indication that $364 is the bottom. The SPY could still go lower, based on the bind the Fed is in, because the Fed is targeting a 2.2% inflation rate. That is a long way off, and so is the bottoming process in the SPY determined by that Fed target.Isn't Trading Very Risky?Trading is risky enough, so the only way to reduce risk is to find slam dunk trades. To do that with any stock or the market, traders look for \"research\" that gives them the lowest risk, successful trade. That \"insightful information\" is hard to come by usually. However, in the case of this bear market, everyone has that insight, because the Fed is giving it free to everyone. Fed Chairman Powell just warned of the \"pain\" that is coming to bring inflation down.Because the economy was running hot, with very high employment and very high inflation, the Fed has told us what they are going to do. Even if the Fed did not tell us, it was easy to see what they would have to do. With that knowledge we know this bear market will continue until it bottoms. With that obvious conclusion, we can find a way to make money in this bear market.What's An Example Of A Successful Trade?Friday was a good example of a bear market bounce where you could make money shorting. We actually provided a minute by minute description of the bounce on Friday morning, using our live charting system with comments. We watched the day traders short it on the opening gap. Then we watched it going up to be stopped by resistance.For those subscribers that missed the live comments, we published an article as the bounce reached its top. We bought puts and we are still holding them. We are sitting on a nice profit because the bounce failed and then dropped back to the $392 support level. We have discussed this level frequently.Where Is The Bottom Of This Bear Market?We don't expect the support at $392 to hold and we don't expect another bounce from this level. Our short term target for the SPY is $388. As discussed here in previous articles, our longer term target is a retest of $364 and it could go lower to find a new bottom. Thus you can see why we are buying November, out of the money, puts to make easy money, as this bear market continues for the foreseeable future. The end of the recent big bounce up failed at $428 resistance, and we don't expect another big bounce until we retest $364 or from a lower bottom.How Do The Pros Make Money In A Bear Market?The professionals know all of this and are coining money on these slam dunk bounces. They are buying the S&P VIX Index (VIX) or the ProShares UltraShort S&P 500 (SDS) which go up when the market goes down. They are selling calls on their stock portfolios or buying puts like us. (Our Model Portfolio is in cash so we cannot sell calls) The professionals know how to make money in a bear market and so do we.Everyone knows the rule: buy the dips and sell the tops. It works both in a bull market and in a bear market, as happened on Friday. Only the day-traders caught a little bit of the bounce, because they don't last long in a bear market. However, the dives, from the top of the bounce last much longer in a bear market and this is where the easy money is made by shorting or buying puts or buying the SDS.When Was The Sell Signal On Friday's Bounce?Here is the 5-minute chart showing the rise and fall of this bounce on Friday and how we called it minute by minute on our live charts for our subscribers.Buying Puts At The Top Of The Bounce (StockCharts.com)Here are the minute by minute comments we gave our subscribers as we commented on the live charts. We signed off to publish the sell signal in an article to our subscribers and then to buy our puts.9:55 am the day traders shorted the top but failed to fill the gap by covering early. I am still looking before the gap to be filled10:27 surprising retest of 400 and I think another chance to short at 400 -401 price resistance especially on Friday in a bear market and holiday weekend when everyone goes home early especially daytraders10:34 at 400.72 looking for sell signal, overbought, At price resistance, daytraders usually short10:41 at 401.12 RSI overbought waiting for the breakdown sell signal by day traders.10:46 at 401 toppy candlesticks inviting daytraders to short but they are waiting for RSI to turn down.10:50 red candlestick, waiting for RSI breakdown for red vertical line10:53 here come the sellers at 400, red vertical line now.11:08 signing off, bye bye with this red vertical sell signal in placeAs you can see on the above chart, the first RSI sell signal, at the top of the chart where we put the vertical red line, was a head fake. After filling the gap by taking price down, the day-traders then took it back up to the final wall of resistance at $401. The second vertical, red line, sell signal proved to be correct. That is where we ended our comments and wrote an article to our subscribers. Then we bought our puts as the RSI continued down, unlike the head fake, first red, vertical line. Our put position has a nice gain and is still open.What's Ahead In The Coming Weeks?So much for day-trading. Most of us are interested in what the weekly chart is telling us longer term about this market. It is not a pretty picture. As you can see, all the signals have turned down on the chart. This indicates to us, weeks of selling ahead that will take the SPY down to retest $364.September is usually a terrible month according to theStock Traders Almanac, which provides all the historical data on the market. To help things along, we have the Fed \"pain\" announcement coming on September 18th. We think the market bottoms in October and then we start the best six months for the stock market. In May we may finally see the bottom of this bear market.Here is the weekly chart:SPY Targeting $364 (StockCharts.com)ConclusionThe weekly chart has lagging, but more reliable signals than the daily chart. In other words, these signals do not reverse as quickly as the daily chart. We expect the negative trend of all these sell signals to continue for the coming weeks, still targeting $364. We will be shorting any bounce such as happened on Friday and you can tune in with our free trial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939984974,"gmtCreate":1662042269101,"gmtModify":1676536716947,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"ahahah gg","listText":"ahahah gg","text":"ahahah gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939984974","repostId":"1163352550","repostType":4,"repost":{"id":"1163352550","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662041859,"share":"https://ttm.financial/m/news/1163352550?lang=&edition=fundamental","pubTime":"2022-09-01 22:17","market":"us","language":"en","title":"Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163352550","media":"Tiger Newspress","summary":"Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%.Block, Canaan, The9, Riot Blo","content":"<html><head></head><body><p>Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%.</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>, Canaan, <a href=\"https://laohu8.com/S/NCTY\">The9</a>, Riot Blockchain, Bit Digital and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a> fell between 1% and 5%.<img src=\"https://static.tigerbbs.com/7deb9c73609c474e7660ae64ae8190b9\" tg-width=\"478\" tg-height=\"587\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%</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\">\nCrypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-01 22:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%.</p><p><a href=\"https://laohu8.com/S/SQ\">Block</a>, Canaan, <a href=\"https://laohu8.com/S/NCTY\">The9</a>, Riot Blockchain, Bit Digital and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a> fell between 1% and 5%.<img src=\"https://static.tigerbbs.com/7deb9c73609c474e7660ae64ae8190b9\" tg-width=\"478\" tg-height=\"587\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4554":"元宇宙及AR概念","MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","SQ":"Block"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163352550","content_text":"Crypto Stocks Slid in Morning Trading, With Coinbase Stock Dropping 6%.Block, Canaan, The9, Riot Blockchain, Bit Digital and Marathon Digital fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930066241,"gmtCreate":1661873728685,"gmtModify":1676536594589,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930066241","repostId":"2263103698","repostType":4,"repost":{"id":"2263103698","kind":"highlight","pubTimestamp":1661872784,"share":"https://ttm.financial/m/news/2263103698?lang=&edition=fundamental","pubTime":"2022-08-30 23:19","market":"us","language":"en","title":"Why Nvidia Didn't Really Have a Bad Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2263103698","media":"Motley Fool","summary":"Investors should account for industry cyclicality when considering Nvidia stock.","content":"<html><head></head><body><p>For the second quarter of its 2023 fiscal year, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> released a report that appears lackluster on the surface. The company reported revenue growth in the low single digits year over year and showed a dramatic sequential revenue decline.</p><p>However, from a more macro point of view, the results may appear different. Given the behavior of the overall industry, Nvidia may have had a <i>good</i> quarter, and investors should consider a more positive perspective.</p><h2>The nature of the semiconductor market</h2><p>Semiconductor stocks have one key commonality with the economy -- both operate in cycles. In the case of the chip industry, it bounces between times of surplus and times of shortage.</p><p>Rising chip prices lead to foundries investing more heavily in capacity. As supplies rise, prices come down. If producers make too many chips (which usually happens), prices fall, and production slows. This leads to a surplus until demand rises and the cycle begins again.</p><p>The pandemic did not make these cycles disappear. Nonetheless, it changed them. For a time, the pandemic led to rising demand as production fell, leading to a severe shortage in some industry sectors.</p><h2>Sector cycles and Nvidia</h2><p>Consequently, some sectors have escaped the down effects, and Nvidia&#39;s results seem to show this bifurcating chip market. Overall, fiscal second-quarter revenue came in at $6.7 billion. That increased by 3% year over year but fell 19% versus the prior quarter.</p><p>Gaming took the most brutal hit on the revenue front amid a return to more offline activities. It brought in $2 billion, dropping 33% versus one year ago and 44% from the first quarter. Likewise, the $496 million in revenue reported in the professional visualization segment fell by 4% from 12 months before and 20% compared with the first quarter.</p><p>Nonetheless, the news was very positive in Nvidia&#39;s other two segments. Data center, its largest segment with $3.8 billion in revenue, surged 61% quarter over quarter and managed a 1% gain compared with the prior quarter. And despite automotive&#39;s modest $220 million in revenue, its registered 45% growth year over year and 59% versus Q1.</p><p>Still, the net income picture was bleaker. In Q2 2023, Nvidia earned $656 million, down 51% versus 12 months ago and off 62% from the prior quarter. This occurred as the cost of revenue surged 65%, and operating expenses rose by 36%. So high were the increases that the $181 million tax benefit failed to offset rising costs and expenses.</p><p>Also, the third-quarter outlook turned more negative as the company forecast approximately $5.9 billion in revenue. This is 12% less than the previous quarter and would be a 9% yearly decline. Also, as in the current quarter, Nvidia expects the automotive and data center to escape the effects of the down cycle.</p><h2>Investor reactions</h2><p>Still, the negative results give some latitude for investors to consider this a good quarter. The market has probably experienced a natural downward movement in the chip cycle, and smart investors seemed to have graded Nvidia&#39;s report on a curve. Despite lackluster short-term numbers, the stock rose 4% in Wednesday trading following the report.</p><p>Moreover, Nvidia&#39;s price-to-earnings (P/E) ratio of 48 is well above <b>AMD</b>&#39;s multiple of 41 and its primary fab, <b>Taiwan Semiconductor</b>, at 17 times earnings. Yet investors may not perceive the stock as expensive since lower profits placed upward pressure on the P/E ratio. Finally, considering that Nvidia stock sells for about half its peak price in late 2021, it may look like a bargain at current levels.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Didn't Really Have a Bad Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Didn't Really Have a Bad Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/29/why-nvidia-didnt-really-have-a-bad-quarter/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the second quarter of its 2023 fiscal year, Nvidia released a report that appears lackluster on the surface. The company reported revenue growth in the low single digits year over year and showed ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/29/why-nvidia-didnt-really-have-a-bad-quarter/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/08/29/why-nvidia-didnt-really-have-a-bad-quarter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263103698","content_text":"For the second quarter of its 2023 fiscal year, Nvidia released a report that appears lackluster on the surface. The company reported revenue growth in the low single digits year over year and showed a dramatic sequential revenue decline.However, from a more macro point of view, the results may appear different. Given the behavior of the overall industry, Nvidia may have had a good quarter, and investors should consider a more positive perspective.The nature of the semiconductor marketSemiconductor stocks have one key commonality with the economy -- both operate in cycles. In the case of the chip industry, it bounces between times of surplus and times of shortage.Rising chip prices lead to foundries investing more heavily in capacity. As supplies rise, prices come down. If producers make too many chips (which usually happens), prices fall, and production slows. This leads to a surplus until demand rises and the cycle begins again.The pandemic did not make these cycles disappear. Nonetheless, it changed them. For a time, the pandemic led to rising demand as production fell, leading to a severe shortage in some industry sectors.Sector cycles and NvidiaConsequently, some sectors have escaped the down effects, and Nvidia's results seem to show this bifurcating chip market. Overall, fiscal second-quarter revenue came in at $6.7 billion. That increased by 3% year over year but fell 19% versus the prior quarter.Gaming took the most brutal hit on the revenue front amid a return to more offline activities. It brought in $2 billion, dropping 33% versus one year ago and 44% from the first quarter. Likewise, the $496 million in revenue reported in the professional visualization segment fell by 4% from 12 months before and 20% compared with the first quarter.Nonetheless, the news was very positive in Nvidia's other two segments. Data center, its largest segment with $3.8 billion in revenue, surged 61% quarter over quarter and managed a 1% gain compared with the prior quarter. And despite automotive's modest $220 million in revenue, its registered 45% growth year over year and 59% versus Q1.Still, the net income picture was bleaker. In Q2 2023, Nvidia earned $656 million, down 51% versus 12 months ago and off 62% from the prior quarter. This occurred as the cost of revenue surged 65%, and operating expenses rose by 36%. So high were the increases that the $181 million tax benefit failed to offset rising costs and expenses.Also, the third-quarter outlook turned more negative as the company forecast approximately $5.9 billion in revenue. This is 12% less than the previous quarter and would be a 9% yearly decline. Also, as in the current quarter, Nvidia expects the automotive and data center to escape the effects of the down cycle.Investor reactionsStill, the negative results give some latitude for investors to consider this a good quarter. The market has probably experienced a natural downward movement in the chip cycle, and smart investors seemed to have graded Nvidia's report on a curve. Despite lackluster short-term numbers, the stock rose 4% in Wednesday trading following the report.Moreover, Nvidia's price-to-earnings (P/E) ratio of 48 is well above AMD's multiple of 41 and its primary fab, Taiwan Semiconductor, at 17 times earnings. Yet investors may not perceive the stock as expensive since lower profits placed upward pressure on the P/E ratio. Finally, considering that Nvidia stock sells for about half its peak price in late 2021, it may look like a bargain at current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992540387,"gmtCreate":1661346539452,"gmtModify":1676536500449,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992540387","repostId":"1123698778","repostType":4,"repost":{"id":"1123698778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661343132,"share":"https://ttm.financial/m/news/1123698778?lang=&edition=fundamental","pubTime":"2022-08-24 20:12","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123698778","media":"Tiger Newspress","summary":"U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdo","content":"<html><head></head><body><p>U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve&#39;s annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.</p><p>Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a &#34;soft landing&#34;.</p><p><b>Market Snapshot</b></p><p>At 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&amp;P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.</p><p><img src=\"https://static.tigerbbs.com/074fd51ad167c5245bb4ebd33932ede9\" tg-width=\"420\" tg-height=\"183\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Bed Bath &amp; Beyond (BBBY) </b>– Bed Bath &amp; Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.</p><p><b>Nordstrom (JWN)</b> – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.</p><p><b>Intuit (INTU) </b>– Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.</p><p><b>Farfetch (FTCH)</b> – The luxury e-commerce specialist&#39;s stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland&#39;s Richemont for more than 50 million Farfetch shares.</p><p><b>Petco (</b><b>WOOF</b><b>)</b> – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.</p><p><b>Brinker International (EAT)</b> –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs.  It also issued a lower than expected full-year outlook.</p><p><b>Toll Brothers (TOL) </b>– Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.</p><p><b>Urban Outfitters (URBN)</b> – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.</p><p><b>La-Z-Boy (LZB)</b> – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.</p><p><b>Advance Auto Parts (AAP)</b> – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.</p><p><b>Market News</b></p><p><b>Goldman Says Hedge Funds Back Betting Big on Megacap Tech Stocks</b></p><p>Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.</p><p>Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.</p><p><b>Julian Robertson, Hedge-Fund Guru to &#34;Tiger Cubs,&#34; Dies</b></p><p>Julian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.</p><p>He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-24 20:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve&#39;s annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.</p><p>Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a &#34;soft landing&#34;.</p><p><b>Market Snapshot</b></p><p>At 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&amp;P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.</p><p><img src=\"https://static.tigerbbs.com/074fd51ad167c5245bb4ebd33932ede9\" tg-width=\"420\" tg-height=\"183\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Bed Bath &amp; Beyond (BBBY) </b>– Bed Bath &amp; Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.</p><p><b>Nordstrom (JWN)</b> – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.</p><p><b>Intuit (INTU) </b>– Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.</p><p><b>Farfetch (FTCH)</b> – The luxury e-commerce specialist&#39;s stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland&#39;s Richemont for more than 50 million Farfetch shares.</p><p><b>Petco (</b><b>WOOF</b><b>)</b> – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.</p><p><b>Brinker International (EAT)</b> –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs.  It also issued a lower than expected full-year outlook.</p><p><b>Toll Brothers (TOL) </b>– Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.</p><p><b>Urban Outfitters (URBN)</b> – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.</p><p><b>La-Z-Boy (LZB)</b> – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.</p><p><b>Advance Auto Parts (AAP)</b> – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.</p><p><b>Market News</b></p><p><b>Goldman Says Hedge Funds Back Betting Big on Megacap Tech Stocks</b></p><p>Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.</p><p>Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.</p><p><b>Julian Robertson, Hedge-Fund Guru to &#34;Tiger Cubs,&#34; Dies</b></p><p>Julian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.</p><p>He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","JWN":"诺德斯特龙","LZB":"La-Z-Boy家具","WOOF":"Petco Health and Wellness Company, Inc.","TOL":"托尔兄弟","BBBY":"3B家居",".SPX":"S&P 500 Index",".DJI":"道琼斯","INTU":"财捷","URBN":"都市服饰","EAT":"布林克国际","AAP":"Advance Auto Parts Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123698778","content_text":"U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve's annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a \"soft landing\".Market SnapshotAt 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.Pre-Market MoversBed Bath & Beyond (BBBY) – Bed Bath & Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.Nordstrom (JWN) – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.Intuit (INTU) – Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.Farfetch (FTCH) – The luxury e-commerce specialist's stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland's Richemont for more than 50 million Farfetch shares.Petco (WOOF) – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.Brinker International (EAT) –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs.  It also issued a lower than expected full-year outlook.Toll Brothers (TOL) – Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.Urban Outfitters (URBN) – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.La-Z-Boy (LZB) – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.Advance Auto Parts (AAP) – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.Market NewsGoldman Says Hedge Funds Back Betting Big on Megacap Tech StocksHedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.Julian Robertson, Hedge-Fund Guru to \"Tiger Cubs,\" DiesJulian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999456399,"gmtCreate":1660574879413,"gmtModify":1676535563279,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HAPP\">$Happiness Development Group Limited(HAPP)$</a>hah","listText":"<a href=\"https://ttm.financial/S/HAPP\">$Happiness Development Group Limited(HAPP)$</a>hah","text":"$Happiness Development Group 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23:34","market":"other","language":"en","title":"Bitcoin Is on Course for Its Biggest Weekly Gain Since March","url":"https://stock-news.laohu8.com/highlight/detail?id=1107073399","media":"Bloomberg","summary":"Coin drops below $22,000 in step with slump US equitiesCrypto market cap retakes $1 trillion amid re","content":"<html><head></head><body><ul><li>Coin drops below $22,000 in step with slump US equities</li><li>Crypto market cap retakes $1 trillion amid rebound from slump</li></ul><p>Bitcoin is on course for its best weekly gain since March, helped by a return of risk appetite in global markets more broadly.</p><p>The largest cryptocurrency by market capitalization was up more than 10% for the week so far. New York time on Friday. It gave up some gains after briefly trading above $22,000, in step with the slump in US equities. The coin is now trading flat at about $21,700.</p><p>The S&amp;P 500 and the Nasdaq 100 fell for the first time in five days after the US jobs report showed that employment growth cooled slightly but remained strong, clearing the path for the Federal Reserve to remain aggressive in its fight against inflation. Treasury yields spiked and the two- and 10-year yield curve remained inverted for the fourth day.</p><p><img src=\"https://static.tigerbbs.com/cb16296ff270c1f0f3ec0159529e4651\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>“Right now, Bitcoin and most other assets are very much beholden to broader forces imposed on us all by a tough macro environment and a hawkish Federal Reserve,” said Garry Krugljakow, founder of GOGO Protocol, an open-source DeFi protocol for asset management and savings. “There’s too much uncertainty. I will say, however, that Bitcoin has held up rather well in comparison to a lot of other assets. And looking back on this bear market, people will likely remember it as Bitcoin showing its true strength to the world.”</p><p>Fed officials have pivoted policy aggressively to confront the hottest inflation in 40 years by raising interest rates by 75 basis points last month, the biggest such move since 1994. And based on the jobs data Friday, some, including Atlanta Fed President Raphael Bostic, believe the committee can move 75 basis points in the next meeting without damaging the economy.</p><p>“The only Bitcoin bottom signal for me is persistent data showing us that inflation is convincingly inflecting down,” Marcus Sotiriou, analyst at GlobalBlock, said. “This should result in the Federal Reserve becoming less aggressive with their monetary policy, and therefore provide confidence that the liquidity crisis in the crypto market is over.”</p><p>Bitcoin has tumbled 60% year-to-date as hawkish central banks and a string of high-profile crypto blowups hammered sentiment. Companies whose performance are closely linked to the coin have also taken a beating, prompting a growing list of crypto firms, lenders and hedge funds maimed by the downturn to execute massive layoffs, freeze withdrawals or suspend trading.</p><p>“Risk markets are up across the board” and thus “it’s not surprising that crypto is trading higher,” said Ben McMillan, chief investment officer at IDX Digital Assets. “After a cascade of bad news and large liquidations, many crypto investors are still sitting on the sidelines waiting for the next shoe to drop.”</p><p>Other tokens like Ether, Avalanche and Solana have also had a strong run in recent days, helping to take the overall market value of cryptocurrencies back close to $1 trillion, a 1.4% rise in the last 24 hours, according to CoinGecko data.</p><p><img src=\"https://static.tigerbbs.com/4aef11cf729beb1f2af24c7c2b710909\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Still, regulators seem to be concerned of contagion risks brought about by digital assets. Fed Vice Chair Lael Brainard on Friday said even if the recent turmoil in the crypto market does not yet pose a “systemic risk” to the broader financial system, authorities need to close regulatory gaps to protect consumers and ensure stability.</p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Is on Course for Its Biggest Weekly Gain Since March</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\">\nBitcoin Is on Course for Its Biggest Weekly Gain Since March\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-07/bitcoin-rides-stock-rally-to-hit-highest-level-in-over-a-week?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coin drops below $22,000 in step with slump US equitiesCrypto market cap retakes $1 trillion amid rebound from slumpBitcoin is on course for its best weekly gain since March, helped by a return of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-07/bitcoin-rides-stock-rally-to-hit-highest-level-in-over-a-week?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-07/bitcoin-rides-stock-rally-to-hit-highest-level-in-over-a-week?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107073399","content_text":"Coin drops below $22,000 in step with slump US equitiesCrypto market cap retakes $1 trillion amid rebound from slumpBitcoin is on course for its best weekly gain since March, helped by a return of risk appetite in global markets more broadly.The largest cryptocurrency by market capitalization was up more than 10% for the week so far. New York time on Friday. It gave up some gains after briefly trading above $22,000, in step with the slump in US equities. The coin is now trading flat at about $21,700.The S&P 500 and the Nasdaq 100 fell for the first time in five days after the US jobs report showed that employment growth cooled slightly but remained strong, clearing the path for the Federal Reserve to remain aggressive in its fight against inflation. Treasury yields spiked and the two- and 10-year yield curve remained inverted for the fourth day.“Right now, Bitcoin and most other assets are very much beholden to broader forces imposed on us all by a tough macro environment and a hawkish Federal Reserve,” said Garry Krugljakow, founder of GOGO Protocol, an open-source DeFi protocol for asset management and savings. “There’s too much uncertainty. I will say, however, that Bitcoin has held up rather well in comparison to a lot of other assets. And looking back on this bear market, people will likely remember it as Bitcoin showing its true strength to the world.”Fed officials have pivoted policy aggressively to confront the hottest inflation in 40 years by raising interest rates by 75 basis points last month, the biggest such move since 1994. And based on the jobs data Friday, some, including Atlanta Fed President Raphael Bostic, believe the committee can move 75 basis points in the next meeting without damaging the economy.“The only Bitcoin bottom signal for me is persistent data showing us that inflation is convincingly inflecting down,” Marcus Sotiriou, analyst at GlobalBlock, said. “This should result in the Federal Reserve becoming less aggressive with their monetary policy, and therefore provide confidence that the liquidity crisis in the crypto market is over.”Bitcoin has tumbled 60% year-to-date as hawkish central banks and a string of high-profile crypto blowups hammered sentiment. Companies whose performance are closely linked to the coin have also taken a beating, prompting a growing list of crypto firms, lenders and hedge funds maimed by the downturn to execute massive layoffs, freeze withdrawals or suspend trading.“Risk markets are up across the board” and thus “it’s not surprising that crypto is trading higher,” said Ben McMillan, chief investment officer at IDX Digital Assets. “After a cascade of bad news and large liquidations, many crypto investors are still sitting on the sidelines waiting for the next shoe to drop.”Other tokens like Ether, Avalanche and Solana have also had a strong run in recent days, helping to take the overall market value of cryptocurrencies back close to $1 trillion, a 1.4% rise in the last 24 hours, according to CoinGecko data.Still, regulators seem to be concerned of contagion risks brought about by digital assets. Fed Vice Chair Lael Brainard on Friday said even if the recent turmoil in the crypto market does not yet pose a “systemic risk” to the broader financial system, authorities need to close regulatory gaps to protect consumers and ensure stability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047515457,"gmtCreate":1656942194479,"gmtModify":1676535919265,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/3449586738547778\">@good</a>sjjs","listText":"<a href=\"https://ttm.financial/U/3449586738547778\">@good</a>sjjs","text":"@goodsjjs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047515457","repostId":"2248810991","repostType":4,"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045842294,"gmtCreate":1656600357118,"gmtModify":1676535860854,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"sad","listText":"sad","text":"sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045842294","repostId":"1198352533","repostType":4,"repost":{"id":"1198352533","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656592265,"share":"https://ttm.financial/m/news/1198352533?lang=&edition=fundamental","pubTime":"2022-06-30 20:31","market":"fut","language":"en","title":"Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198352533","media":"Tiger Newspress","summary":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than","content":"<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs</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\">\nFed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-30 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198352533","content_text":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045842890,"gmtCreate":1656600339210,"gmtModify":1676535860846,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045842890","repostId":"2247688263","repostType":4,"repost":{"id":"2247688263","kind":"highlight","pubTimestamp":1656598551,"share":"https://ttm.financial/m/news/2247688263?lang=&edition=fundamental","pubTime":"2022-06-30 22:15","market":"us","language":"en","title":"Should You Invest in Revlon Stock Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2247688263","media":"Motley Fool","summary":"Revlon's shares spiked after it filed for bankruptcy protection. But things could get ugly fast for investors.","content":"<html><head></head><body><p><b>Revlon</b> is the latest company to file for Chapter 11 bankruptcy protection, only to see its stock price spike. Though shares have tanked this week, they&#39;re still up nearly 400% since June 13. The same phenomenon occurred in 2020 when retail investors rushed to invest in big names like <b>Hertz</b> and JCPenney after they filed for bankruptcy.</p><p>Revlon shares soared 17.43% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/9101ab21131684e68189e82820d51e9d\" tg-width=\"833\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/></p><p>At least some of Revlon&#39;s surge has been driven by meme stock enthusiasts in forums like Reddit&#39;s WallStreetBets. Investors may also be drawn to the opportunity to buy stock in an iconic brand like Revlon at dirt-cheap prices. But the reality of buying stock in a bankrupt company isn&#39;t pretty.</p><h2><img src=\"https://static.tigerbbs.com/dc61482c7c758b01dca8fec540a1ac39\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>What causes a bankruptcy rally?</h2><p>Companies file bankruptcy when their debt becomes unmanageable. Revlon has debt to the tune of $3.3 billion, according to its latest quarterly earnings report. But there are a few reasons a bankruptcy rally can occur.</p><ul><li><b>Investor optimism</b>: Some investors believe a deeply indebted company can emerge from bankruptcy in a stronger financial position. In Revlon&#39;s case, rumors that Indian conglomerate Reliance Industries is eying a buyout helped fuel the uptick in the cosmetic giant&#39;s share prices.</li><li><b>Short-term trading</b>: Sometimes, after a stock&#39;s price plummets to unforeseen lows, its price temporarily rallies. This phenomenon is known as a dead cat bounce in investing. Day traders and other speculators jump in on what looks like a bargain, pushing up the stock&#39;s price. This isn&#39;t about business fundamentals, mind you. It&#39;s simply a matter of trying to make a quick buck by timing the market.</li><li><b>It&#39;s a short-squeeze target</b>: Retail investors may buy stock in a troubled company that&#39;s been heavily shorted in hopes of triggering a short squeeze. As the stock&#39;s price climb&#39;s higher, those who are short must buy shares to close out their positions and avoid further losses. Think <b>GameStop</b> in 2021. With over 50% of Revlon&#39;s free float sold short, this phenomenon is likely pushing the price higher.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6ccb5d0af580b168504376878f12c91\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>REV data by YCharts.</span></p><h2>Why bankruptcy will probably be ugly for Revlon investors</h2><p>Things are unlikely to end well when you invest in a bankrupt company. Here&#39;s what shareholders can expect.</p><p>After a company files for bankruptcy, it typically no longer meets the requirements of major stock exchanges, so it gets delisted. (As of this writing, Revlon is still trading on the New York Stock Exchange, but the NYSE has started the process of delisting the stock.)</p><p>But no law prohibits trading stock in a bankrupt company. Instead, companies in bankruptcy will often trade on over-the-counter markets, which have incredibly lax financial disclosure requirements. The stock will trade with a five-letter ticker ending in &#34;Q.&#34; Some traders will be able to profit off the stock&#39;s wild price movements, though many will lose money if they don&#39;t time things correctly.</p><p>Where things get really ugly is in bankruptcy court. In a Chapter 11 reorganization, common shareholders take their places in line with all the company&#39;s other creditors. There&#39;s a strict pecking order for who gets paid first in bankruptcy court. Though this is a bit oversimplified, it typically looks like this:</p><ol><li><b>Secured creditors</b>, whose claims are backed by collateral; for example, a bank that owns a mortgage.</li><li><b>Bondholders</b></li><li><b>Owners of preferred stock</b>, a type of security with features of both stocks and bonds.</li><li><b>Owners of common stock</b></li></ol><p>As you can see, common shareholders come in dead last. Common shareholders only get pieces of the scraps if each level of creditor above them has been paid in full. Typically, that means owners of common stock are left with nothing.</p><p>Though a company in Chapter 11 can continue operating, sometimes the court will approve what&#39;s known as a Section 363 sale. But that isn&#39;t good news for common shareholders. There&#39;s rarely money left over to compensate those who own common stock following the sale.</p><p>Even when a reorganization doesn&#39;t result in a sale, common shareholders typically don&#39;t recoup their investments. The most common scenario is that the reorganization cancels out existing shares, and only newly issued shares in the reorganized company will have value. Usually, that leaves common shareholders with little to nothing.</p><p>The Financial Industry Regulatory Authority (FINRA) warns: &#34;Cases in which old shares may be exchanged for shares in the newly reorganized companies are especially uncommon.&#34;</p><p>One notable exception to the rule is <b>Hertz</b>. The company emerged from bankruptcy in 2021 after a bidding war that injected $5.9 billion of capital into the car rental giant. After its initial bankruptcy filing, the stock dipped as low as $0.40 -- but common shareholders walked away from the deal with around $8 per share. It seems some investors are buying Revlon shares, hoping it will follow a similar trajectory.</p><p>But Hertz&#39;s situation was unusual. The company filed for bankruptcy at a time when travel was at a standstill due to COVID-19. The deal that brought Hertz out of bankruptcy came 13 months later amid a dramatic spike in car rentals and domestic travel.</p><p>In short, Hertz&#39;s dramatic crash and rebound happened under very unusual circumstances. Investors shouldn&#39;t buy stock in bankrupt companies, expecting to score a similar deal.</p><h2>Don&#39;t count on Revlon sitting pretty</h2><p>Though you&#39;ll always hear stories of people who make big bucks on highly risky, short-term trades, long-term investing is the most proven way to build wealth. So, avoid investing in Revlon and other troubled companies just because they look like easy money. If you do choose to invest, make sure you&#39;re comfortable with the high likelihood that you&#39;ll lose big.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Invest in Revlon Stock 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\">\nShould You Invest in Revlon Stock Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/30/should-you-invest-in-revlon-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Revlon is the latest company to file for Chapter 11 bankruptcy protection, only to see its stock price spike. Though shares have tanked this week, they're still up nearly 400% since June 13. The same ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/30/should-you-invest-in-revlon-stock-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4183":"个人用品"},"source_url":"https://www.fool.com/investing/2022/06/30/should-you-invest-in-revlon-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247688263","content_text":"Revlon is the latest company to file for Chapter 11 bankruptcy protection, only to see its stock price spike. Though shares have tanked this week, they're still up nearly 400% since June 13. The same phenomenon occurred in 2020 when retail investors rushed to invest in big names like Hertz and JCPenney after they filed for bankruptcy.Revlon shares soared 17.43% in morning trading.At least some of Revlon's surge has been driven by meme stock enthusiasts in forums like Reddit's WallStreetBets. Investors may also be drawn to the opportunity to buy stock in an iconic brand like Revlon at dirt-cheap prices. But the reality of buying stock in a bankrupt company isn't pretty.What causes a bankruptcy rally?Companies file bankruptcy when their debt becomes unmanageable. Revlon has debt to the tune of $3.3 billion, according to its latest quarterly earnings report. But there are a few reasons a bankruptcy rally can occur.Investor optimism: Some investors believe a deeply indebted company can emerge from bankruptcy in a stronger financial position. In Revlon's case, rumors that Indian conglomerate Reliance Industries is eying a buyout helped fuel the uptick in the cosmetic giant's share prices.Short-term trading: Sometimes, after a stock's price plummets to unforeseen lows, its price temporarily rallies. This phenomenon is known as a dead cat bounce in investing. Day traders and other speculators jump in on what looks like a bargain, pushing up the stock's price. This isn't about business fundamentals, mind you. It's simply a matter of trying to make a quick buck by timing the market.It's a short-squeeze target: Retail investors may buy stock in a troubled company that's been heavily shorted in hopes of triggering a short squeeze. As the stock's price climb's higher, those who are short must buy shares to close out their positions and avoid further losses. Think GameStop in 2021. With over 50% of Revlon's free float sold short, this phenomenon is likely pushing the price higher.REV data by YCharts.Why bankruptcy will probably be ugly for Revlon investorsThings are unlikely to end well when you invest in a bankrupt company. Here's what shareholders can expect.After a company files for bankruptcy, it typically no longer meets the requirements of major stock exchanges, so it gets delisted. (As of this writing, Revlon is still trading on the New York Stock Exchange, but the NYSE has started the process of delisting the stock.)But no law prohibits trading stock in a bankrupt company. Instead, companies in bankruptcy will often trade on over-the-counter markets, which have incredibly lax financial disclosure requirements. The stock will trade with a five-letter ticker ending in \"Q.\" Some traders will be able to profit off the stock's wild price movements, though many will lose money if they don't time things correctly.Where things get really ugly is in bankruptcy court. In a Chapter 11 reorganization, common shareholders take their places in line with all the company's other creditors. There's a strict pecking order for who gets paid first in bankruptcy court. Though this is a bit oversimplified, it typically looks like this:Secured creditors, whose claims are backed by collateral; for example, a bank that owns a mortgage.BondholdersOwners of preferred stock, a type of security with features of both stocks and bonds.Owners of common stockAs you can see, common shareholders come in dead last. Common shareholders only get pieces of the scraps if each level of creditor above them has been paid in full. Typically, that means owners of common stock are left with nothing.Though a company in Chapter 11 can continue operating, sometimes the court will approve what's known as a Section 363 sale. But that isn't good news for common shareholders. There's rarely money left over to compensate those who own common stock following the sale.Even when a reorganization doesn't result in a sale, common shareholders typically don't recoup their investments. The most common scenario is that the reorganization cancels out existing shares, and only newly issued shares in the reorganized company will have value. Usually, that leaves common shareholders with little to nothing.The Financial Industry Regulatory Authority (FINRA) warns: \"Cases in which old shares may be exchanged for shares in the newly reorganized companies are especially uncommon.\"One notable exception to the rule is Hertz. The company emerged from bankruptcy in 2021 after a bidding war that injected $5.9 billion of capital into the car rental giant. After its initial bankruptcy filing, the stock dipped as low as $0.40 -- but common shareholders walked away from the deal with around $8 per share. It seems some investors are buying Revlon shares, hoping it will follow a similar trajectory.But Hertz's situation was unusual. The company filed for bankruptcy at a time when travel was at a standstill due to COVID-19. The deal that brought Hertz out of bankruptcy came 13 months later amid a dramatic spike in car rentals and domestic travel.In short, Hertz's dramatic crash and rebound happened under very unusual circumstances. Investors shouldn't buy stock in bankrupt companies, expecting to score a similar deal.Don't count on Revlon sitting prettyThough you'll always hear stories of people who make big bucks on highly risky, short-term trades, long-term investing is the most proven way to build wealth. So, avoid investing in Revlon and other troubled companies just because they look like easy money. If you do choose to invest, make sure you're comfortable with the high likelihood that you'll lose big.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042797599,"gmtCreate":1656527959311,"gmtModify":1676535845641,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"ya//<a href=\"https://laohu8.com/U/4095597275576180\">@Bluetulips</a>:Ya","listText":"ya//<a href=\"https://laohu8.com/U/4095597275576180\">@Bluetulips</a>:Ya","text":"ya//@Bluetulips:Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042797599","repostId":"2247564800","repostType":4,"repost":{"id":"2247564800","kind":"highlight","pubTimestamp":1656512826,"share":"https://ttm.financial/m/news/2247564800?lang=&edition=fundamental","pubTime":"2022-06-29 22:27","market":"us","language":"en","title":"Tesla: This Investment Is Not For The Faint-Hearted","url":"https://stock-news.laohu8.com/highlight/detail?id=2247564800","media":"seekingalpha","summary":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expe","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla is the world’s leading electric vehicle manufacturer.</li><li>The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.</li><li>The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.</li><li>Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a8ddcfd306d6221eb23ad49f4e085f\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>MikeMareen/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><blockquote>Reach for the stars, and if you don&#39;t grab &#39;em, at least you&#39;ll fall on top of the world</blockquote><p>I hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.</p><p>I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it&#39;s quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises &amp; setting goals that go far beyond the realms of &#34;ambitious.&#34;</p><p>Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.</p><p><b>Business Overview</b></p><p>Tesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.</p><p>Tesla is primarily an automotive company right now, and it has four car models:</p><ul><li>Model S: a 4-door, high performance sedan</li><li>Model 3: a 4-door, mid-size sedan designed for the mass-market</li><li>Model X: a mid-size, high-performance SUV</li><li>Model Y: a company SUV built on the Model 3 platform</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a52b2206e73300b606f427914d8d63\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>The rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66070afd3a5ab98e954039f1c27b5802\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><p>Tesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.</p><p>The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:</p><ul><li>In-house developed battery and powertrain technology</li><li>Self-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).</li><li>A network of Tesla Superchargers, which offer high-speed EV charging for Tesla owners</li><li>A direct-to-consumer sales approach through its website, and an international network of company owned stores</li><li>An insurance product which was launched in California in 2019, and has expanded into more and more states</li></ul><p>It would be possible to do a dedicated article on every single <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f883f28e00544dd09c773e389364f9\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>The Optimus Robot (Tesla)</span></p><p><b>Economic Moats</b></p><p>With every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.</p><p>The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.</p><p>This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:</p><blockquote>Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.</blockquote><blockquote>And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.</blockquote><p>So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…</p><p>Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.</p><p>Another network effect that I think is more realistic &amp; sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.</p><p>Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network &amp; ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?</p><p>Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d92e0d8f7493cae26081c74e9a6693b8\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>The final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7c781fe9080e9f67aa3ce0af810baa2\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Visual Capitalist</span></p><p>This is another one of the many reasons why Tesla is able to churn out industry-leading margins.</p><p>Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:</p><blockquote>I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.</blockquote><p>As you can also see, a strong brand gives pricing power &amp; this is just one other lever Tesla can pull in order to keep delivering strong financial results.</p><p>All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.</p><p><b>Outlook</b></p><p>I’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.</p><p>If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).</p><p><b>Management</b></p><p>When it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7ef06816853cbc8925c926acef1fb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>I also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.</p><p>But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c94e4e6285ec0abd74a194a9cf51c478\" tg-width=\"640\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Proxy Filing / Excel</span></p><p>I also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5a0db0f879ac0ac11e4ff2c8e86530d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Glassdoor</span></p><p><b>Financials</b></p><p>Tesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company&#39;s ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcd19b7e6b5ff0d24497bfe963e7db2\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>Revenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.</p><p>Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.</p><p><b>Valuation</b></p><p>As with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ad05f01f439dfffcb8971c90609b3c\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>My model assumes revenue growth of 50% for 2022, following Tesla&#39;s guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.</p><p>I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.</p><p>I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.</p><p>Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.</p><p>Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.</p><p><b>Risks</b></p><p>There are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very &#34;glass half empty,&#34; but it is useful for potential shareholders to familiarize themselves with these risks.</p><p>In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.</p><p>The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0180430811196be3b429d3a937fabcb2\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Annual Report</span></p><p>The final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I&#39;d expect the automotive industry to be hit particularly hard.</p><p><b>Summary</b></p><p>An investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a <b>tentative buy rating</b>. I wouldn’t be surprised to hear either of the following statements in 2030:</p><p>“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”</p><p><b>Or</b></p><p>“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”</p><p>Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: This Investment Is Not For The Faint-Hearted</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: This Investment Is Not For The Faint-Hearted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2247564800","content_text":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.MikeMareen/iStock Editorial via Getty ImagesInvestment ThesisReach for the stars, and if you don't grab 'em, at least you'll fall on top of the worldI hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it's quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises & setting goals that go far beyond the realms of \"ambitious.\"Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.Business OverviewTesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.Tesla is primarily an automotive company right now, and it has four car models:Model S: a 4-door, high performance sedanModel 3: a 4-door, mid-size sedan designed for the mass-marketModel X: a mid-size, high-performance SUVModel Y: a company SUV built on the Model 3 platformTeslaThe rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.StatistaTesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:In-house developed battery and powertrain technologySelf-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).A network of Tesla Superchargers, which offer high-speed EV charging for Tesla ownersA direct-to-consumer sales approach through its website, and an international network of company owned storesAn insurance product which was launched in California in 2019, and has expanded into more and more statesIt would be possible to do a dedicated article on every single one of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.The Optimus Robot (Tesla)Economic MoatsWith every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.Another network effect that I think is more realistic & sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network & ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.Tesla Q1'22 Investor PresentationThe final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.Visual CapitalistThis is another one of the many reasons why Tesla is able to churn out industry-leading margins.Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.As you can also see, a strong brand gives pricing power & this is just one other lever Tesla can pull in order to keep delivering strong financial results.All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.OutlookI’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).ManagementWhen it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.Tesla Q1'22 Investor PresentationI also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!Tesla 2021 Proxy Filing / ExcelI also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.GlassdoorFinancialsTesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company's ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.Tesla SEC Filings / ExcelRevenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.ValuationAs with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Tesla SEC Filings / ExcelMy model assumes revenue growth of 50% for 2022, following Tesla's guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.RisksThere are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very \"glass half empty,\" but it is useful for potential shareholders to familiarize themselves with these risks.In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.Tesla 2021 Annual ReportThe final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I'd expect the automotive industry to be hit particularly hard.SummaryAn investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a tentative buy rating. I wouldn’t be surprised to hear either of the following statements in 2030:“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”Or“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042797622,"gmtCreate":1656527945366,"gmtModify":1676535845659,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042797622","repostId":"2247564800","repostType":4,"repost":{"id":"2247564800","kind":"highlight","pubTimestamp":1656512826,"share":"https://ttm.financial/m/news/2247564800?lang=&edition=fundamental","pubTime":"2022-06-29 22:27","market":"us","language":"en","title":"Tesla: This Investment Is Not For The Faint-Hearted","url":"https://stock-news.laohu8.com/highlight/detail?id=2247564800","media":"seekingalpha","summary":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expe","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla is the world’s leading electric vehicle manufacturer.</li><li>The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.</li><li>The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.</li><li>Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a8ddcfd306d6221eb23ad49f4e085f\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>MikeMareen/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><blockquote>Reach for the stars, and if you don&#39;t grab &#39;em, at least you&#39;ll fall on top of the world</blockquote><p>I hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.</p><p>I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it&#39;s quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises &amp; setting goals that go far beyond the realms of &#34;ambitious.&#34;</p><p>Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.</p><p><b>Business Overview</b></p><p>Tesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.</p><p>Tesla is primarily an automotive company right now, and it has four car models:</p><ul><li>Model S: a 4-door, high performance sedan</li><li>Model 3: a 4-door, mid-size sedan designed for the mass-market</li><li>Model X: a mid-size, high-performance SUV</li><li>Model Y: a company SUV built on the Model 3 platform</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a52b2206e73300b606f427914d8d63\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>The rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66070afd3a5ab98e954039f1c27b5802\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><p>Tesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.</p><p>The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:</p><ul><li>In-house developed battery and powertrain technology</li><li>Self-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).</li><li>A network of Tesla Superchargers, which offer high-speed EV charging for Tesla owners</li><li>A direct-to-consumer sales approach through its website, and an international network of company owned stores</li><li>An insurance product which was launched in California in 2019, and has expanded into more and more states</li></ul><p>It would be possible to do a dedicated article on every single <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f883f28e00544dd09c773e389364f9\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>The Optimus Robot (Tesla)</span></p><p><b>Economic Moats</b></p><p>With every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.</p><p>The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.</p><p>This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:</p><blockquote>Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.</blockquote><blockquote>And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.</blockquote><p>So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…</p><p>Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.</p><p>Another network effect that I think is more realistic &amp; sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.</p><p>Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network &amp; ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?</p><p>Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d92e0d8f7493cae26081c74e9a6693b8\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>The final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7c781fe9080e9f67aa3ce0af810baa2\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Visual Capitalist</span></p><p>This is another one of the many reasons why Tesla is able to churn out industry-leading margins.</p><p>Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:</p><blockquote>I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.</blockquote><p>As you can also see, a strong brand gives pricing power &amp; this is just one other lever Tesla can pull in order to keep delivering strong financial results.</p><p>All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.</p><p><b>Outlook</b></p><p>I’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.</p><p>If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).</p><p><b>Management</b></p><p>When it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7ef06816853cbc8925c926acef1fb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>I also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.</p><p>But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c94e4e6285ec0abd74a194a9cf51c478\" tg-width=\"640\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Proxy Filing / Excel</span></p><p>I also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5a0db0f879ac0ac11e4ff2c8e86530d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Glassdoor</span></p><p><b>Financials</b></p><p>Tesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company&#39;s ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcd19b7e6b5ff0d24497bfe963e7db2\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>Revenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.</p><p>Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.</p><p><b>Valuation</b></p><p>As with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ad05f01f439dfffcb8971c90609b3c\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>My model assumes revenue growth of 50% for 2022, following Tesla&#39;s guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.</p><p>I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.</p><p>I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.</p><p>Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.</p><p>Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.</p><p><b>Risks</b></p><p>There are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very &#34;glass half empty,&#34; but it is useful for potential shareholders to familiarize themselves with these risks.</p><p>In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.</p><p>The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0180430811196be3b429d3a937fabcb2\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Annual Report</span></p><p>The final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I&#39;d expect the automotive industry to be hit particularly hard.</p><p><b>Summary</b></p><p>An investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a <b>tentative buy rating</b>. I wouldn’t be surprised to hear either of the following statements in 2030:</p><p>“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”</p><p><b>Or</b></p><p>“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”</p><p>Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: This Investment Is Not For The Faint-Hearted</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: This Investment Is Not For The Faint-Hearted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2247564800","content_text":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.MikeMareen/iStock Editorial via Getty ImagesInvestment ThesisReach for the stars, and if you don't grab 'em, at least you'll fall on top of the worldI hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it's quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises & setting goals that go far beyond the realms of \"ambitious.\"Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.Business OverviewTesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.Tesla is primarily an automotive company right now, and it has four car models:Model S: a 4-door, high performance sedanModel 3: a 4-door, mid-size sedan designed for the mass-marketModel X: a mid-size, high-performance SUVModel Y: a company SUV built on the Model 3 platformTeslaThe rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.StatistaTesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:In-house developed battery and powertrain technologySelf-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).A network of Tesla Superchargers, which offer high-speed EV charging for Tesla ownersA direct-to-consumer sales approach through its website, and an international network of company owned storesAn insurance product which was launched in California in 2019, and has expanded into more and more statesIt would be possible to do a dedicated article on every single one of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.The Optimus Robot (Tesla)Economic MoatsWith every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.Another network effect that I think is more realistic & sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network & ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.Tesla Q1'22 Investor PresentationThe final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.Visual CapitalistThis is another one of the many reasons why Tesla is able to churn out industry-leading margins.Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.As you can also see, a strong brand gives pricing power & this is just one other lever Tesla can pull in order to keep delivering strong financial results.All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.OutlookI’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).ManagementWhen it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.Tesla Q1'22 Investor PresentationI also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!Tesla 2021 Proxy Filing / ExcelI also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.GlassdoorFinancialsTesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company's ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.Tesla SEC Filings / ExcelRevenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.ValuationAs with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Tesla SEC Filings / ExcelMy model assumes revenue growth of 50% for 2022, following Tesla's guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.RisksThere are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very \"glass half empty,\" but it is useful for potential shareholders to familiarize themselves with these risks.In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.Tesla 2021 Annual ReportThe final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I'd expect the automotive industry to be hit particularly hard.SummaryAn investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a tentative buy rating. I wouldn’t be surprised to hear either of the following statements in 2030:“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”Or“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042928343,"gmtCreate":1656424286182,"gmtModify":1676535825249,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wah","listText":"wah","text":"wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042928343","repostId":"2246206338","repostType":4,"repost":{"id":"2246206338","kind":"highlight","pubTimestamp":1656399806,"share":"https://ttm.financial/m/news/2246206338?lang=&edition=fundamental","pubTime":"2022-06-28 15:03","market":"us","language":"en","title":"NIO: A Volatile But Very Profitable Road Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2246206338","media":"Seekingalpha","summary":"There's a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several ne","content":"<html><head></head><body><p>There&#39;s a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several negative catalysts that drove the price down to as low as $11.67 on May 12. Since then, it has doubled as I write, making it a terrific performer for those that got in near the low.</p><p>The quick jump in price does make me believe there will be an eventual sell-off as investors take some profits off the table, which could further drop if temporary bad news hits the stock near the time of a sell-off; the most likely being another shutdown in Shanghai.</p><p>But even in that worst-case scenario, the downward pressure on the price of NIO would only be temporary because the narrative surrounding the company has been consistently improving over the last month or so.</p><p>I believe the worst is behind NIO because the negative catalysts have already been baked into its share price. For that reason, it should enjoy steady and consistent growth going forward, although it will likely be a bumpy ride. Patient investors should generate some solid returns over the next couple of years and further out if there are no macro-economic or significant geopolitical events that impact the global economy and the EV sector.</p><h2>How to view the temporary macro challenges NIO faces</h2><p>I always ask myself two questions when looking at a company that appears to have been oversold like NIO, and they&#39;re these: has anything changed in the fundamentals of the sector, or has anything changed in the fundamentals of the company? The answer to both of these questions for NIO is no.</p><p>The EV sector is on a long-term growth trajectory, and NIO has positioned itself, through the increase of its production capacity and the introduction of new models, to take advantage of the EV trend.</p><p>Even with chips shortages, government shutdowns in China, temporary negative sentiment concerning China-based companies in general, the weakening global economy, delisting concerns in the U.S., and some inflationary pressure on commodities and chips, NIO is still managing to work its way out of short-term delivery challenges as demand for its vehicles continue to remain high.</p><p>Concerning things it has control over, it is raising prices and boosting production in order to mitigate increasing prices for commodities and chips. It has also listed on the Main Board of the Singapore Exchange to assuage concerns over possibly being delisted in the U.S.</p><p>It also continues to enlarge its charging and swapping network. At the end of the first quarter, it had over 960 battery swapping stations installed in 197 cities. It has &#34;829 supercharging stations and 1,140 destination chargers.&#34;</p><p>As for chip shortages, management stated in its latest earnings report that the chip shortage in June is related less to previous chip supply constraints and more to the boost in production capacity; for that reason the company believes chip supplies can be managed.</p><h2>Positive catalysts for NIO</h2><p>Among the positive catalysts for the company are the attractive valuation as a result of being oversold, increasing deliveries, expanding model portfolio, its boost in production, and the growth of its battery swap stations.</p><p>Initial response to the company&#39;s latest earnings report was a sell-off, as investors reacted to contracting margins coming from higher commodity and chip prices. But once the market absorbed the overall report and more numbers have come in, investors started looking at deliveries and the expected increase in production going forward.</p><p>For example, in May NIO boosted deliveries to 7,024, bring its total for the year to 37,866, up almost 12 percent year-over-year. Revenue jumped to $1.56 billion, a gain of 24 percent from 1Q 2021.</p><p>The point here is investors are starting to look at revenue and deliveries more than the past negative catalysts, as I mentioned earlier, have been already baked into the share price of NIO.</p><p>Other positive catalysts include the recent launch of its highly anticipated ES7. Deliveries for the crossover are scheduled for August 28th. China&#39;s Ministry of Industry and Information Technology (MIIT) stated in a symposium that it is researching ways to boost its manufacturing sector as a result of the impact from COVID-19 restrictions. It is believed the EV sector in China will be a beneficiary of the new policies.</p><p>Last, China&#39;s State Council is expected to retain tax breaks already in place in order to stimulate demand for EV sales. Council members believe the tax cuts would generate $29.8 billion in consumer spending on the sector.</p><p>All of these things are tailwinds for NIO as it continues growth momentum.</p><h2>Probable taking of profits from NIO stock</h2><p>If we see any negative catalyst that spooks NIO shareholders, I believe we&#39;ll see a fairly quick sell-off in shares in order to protect profits. To get an idea of the type of numbers we&#39;re looking at in a sell-off, we&#39;ll look at the last couple of months when the share price of NIO corrected.</p><p>On May 4 traded at a little over $18.00 per share as a high, and by May 12 dropped to a 52-week low of $11.67. On May 20 it traded at a high of around $17.50, and by May 25 fell to $14.00 per share. More recently, on June 8 it traded at close to $20.45, and on June 13 dropped to a little under $16.00 per share. Since it dropped to about $16.00 per share on June 13, the price has soared to over $23.00 per share on June 23. Since May 12 the share price of NIO has about doubled.</p><p>My thought here is anything that causes the market to produce fear will result in some quick offloading of shares in NIO. If there is a negative catalyst combined with taking profits, the share price will take a significant hit, but I don&#39;t see it lingering for long. I believe NIO has turned the corner and any negative news will only have a temporal effect on the company. As mentioned above, everything negative has already been priced into the share price of NIO, and the only thing that will potentially disrupt its momentum is another prolonged shutdown of Shanghai in response to a COVID outbreak. But again, this does nothing to change the fundamentals of the EV market, neither the fundamentals of NIO as a company.</p><p>I&#39;m bringing this up because shareholders shouldn&#39;t be too concerned about this in any way. My point of view is NIO is in no danger in the short or long term, and the only thing that negative catalysts can do is extend the time it takes for the company to resume extraordinary growth.</p><h2>Conclusion</h2><p>Since I see NIO&#39;s share price being disproportionately punished in response to macroeconomic and geopolitical events and concerns, it is very likely to outperform its peers in the near term as it moves back into alignment with its strong fundamentals.</p><p>Further out, it is wisely building out production capacity as it introduces new models, positioning itself for a strong growth spurt as consumers start to spend again.</p><p>With supply chains improving and the company boosting the price of its models in response to increase in the price of commodities and chips, it is improving its margins and bottom line under difficult circumstances. That said, some of its pre-orders in the past will take a hit until the company works through its inventory and fills those orders.</p><p>My thesis is it&#39;s not a matter of if, but when NIO starts to regain strong growth momentum as it increases deliveries from strong consumer demand and larger production capacity.</p><p>As we&#39;ve seen after it hit its 52-week low on May 12, it has already doubled from that level. Once market sentiment improves even more, it&#39;s going to go a lot higher in the long haul.</p><p>The key to me is to ignore the volatility in the EV sector and NIO&#39;s share price, focusing rather on the way the company has positioned itself to grow long into the future.</p><p>There is no doubt in my mind that patient investors are going to be handsomely rewarded.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: A Volatile But Very Profitable Road Ahead</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: A Volatile But Very Profitable Road Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520117-nio-volatile-profitable-road-ahead><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several negative catalysts that drove the price down to as low as $11.67 on May 12. Since then, it has doubled...</p>\n\n<a href=\"https://seekingalpha.com/article/4520117-nio-volatile-profitable-road-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4520117-nio-volatile-profitable-road-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246206338","content_text":"There's a lot to like concerning NIO Inc. (NYSE:NIO) after it got hammered in the face of several negative catalysts that drove the price down to as low as $11.67 on May 12. Since then, it has doubled as I write, making it a terrific performer for those that got in near the low.The quick jump in price does make me believe there will be an eventual sell-off as investors take some profits off the table, which could further drop if temporary bad news hits the stock near the time of a sell-off; the most likely being another shutdown in Shanghai.But even in that worst-case scenario, the downward pressure on the price of NIO would only be temporary because the narrative surrounding the company has been consistently improving over the last month or so.I believe the worst is behind NIO because the negative catalysts have already been baked into its share price. For that reason, it should enjoy steady and consistent growth going forward, although it will likely be a bumpy ride. Patient investors should generate some solid returns over the next couple of years and further out if there are no macro-economic or significant geopolitical events that impact the global economy and the EV sector.How to view the temporary macro challenges NIO facesI always ask myself two questions when looking at a company that appears to have been oversold like NIO, and they're these: has anything changed in the fundamentals of the sector, or has anything changed in the fundamentals of the company? The answer to both of these questions for NIO is no.The EV sector is on a long-term growth trajectory, and NIO has positioned itself, through the increase of its production capacity and the introduction of new models, to take advantage of the EV trend.Even with chips shortages, government shutdowns in China, temporary negative sentiment concerning China-based companies in general, the weakening global economy, delisting concerns in the U.S., and some inflationary pressure on commodities and chips, NIO is still managing to work its way out of short-term delivery challenges as demand for its vehicles continue to remain high.Concerning things it has control over, it is raising prices and boosting production in order to mitigate increasing prices for commodities and chips. It has also listed on the Main Board of the Singapore Exchange to assuage concerns over possibly being delisted in the U.S.It also continues to enlarge its charging and swapping network. At the end of the first quarter, it had over 960 battery swapping stations installed in 197 cities. It has \"829 supercharging stations and 1,140 destination chargers.\"As for chip shortages, management stated in its latest earnings report that the chip shortage in June is related less to previous chip supply constraints and more to the boost in production capacity; for that reason the company believes chip supplies can be managed.Positive catalysts for NIOAmong the positive catalysts for the company are the attractive valuation as a result of being oversold, increasing deliveries, expanding model portfolio, its boost in production, and the growth of its battery swap stations.Initial response to the company's latest earnings report was a sell-off, as investors reacted to contracting margins coming from higher commodity and chip prices. But once the market absorbed the overall report and more numbers have come in, investors started looking at deliveries and the expected increase in production going forward.For example, in May NIO boosted deliveries to 7,024, bring its total for the year to 37,866, up almost 12 percent year-over-year. Revenue jumped to $1.56 billion, a gain of 24 percent from 1Q 2021.The point here is investors are starting to look at revenue and deliveries more than the past negative catalysts, as I mentioned earlier, have been already baked into the share price of NIO.Other positive catalysts include the recent launch of its highly anticipated ES7. Deliveries for the crossover are scheduled for August 28th. China's Ministry of Industry and Information Technology (MIIT) stated in a symposium that it is researching ways to boost its manufacturing sector as a result of the impact from COVID-19 restrictions. It is believed the EV sector in China will be a beneficiary of the new policies.Last, China's State Council is expected to retain tax breaks already in place in order to stimulate demand for EV sales. Council members believe the tax cuts would generate $29.8 billion in consumer spending on the sector.All of these things are tailwinds for NIO as it continues growth momentum.Probable taking of profits from NIO stockIf we see any negative catalyst that spooks NIO shareholders, I believe we'll see a fairly quick sell-off in shares in order to protect profits. To get an idea of the type of numbers we're looking at in a sell-off, we'll look at the last couple of months when the share price of NIO corrected.On May 4 traded at a little over $18.00 per share as a high, and by May 12 dropped to a 52-week low of $11.67. On May 20 it traded at a high of around $17.50, and by May 25 fell to $14.00 per share. More recently, on June 8 it traded at close to $20.45, and on June 13 dropped to a little under $16.00 per share. Since it dropped to about $16.00 per share on June 13, the price has soared to over $23.00 per share on June 23. Since May 12 the share price of NIO has about doubled.My thought here is anything that causes the market to produce fear will result in some quick offloading of shares in NIO. If there is a negative catalyst combined with taking profits, the share price will take a significant hit, but I don't see it lingering for long. I believe NIO has turned the corner and any negative news will only have a temporal effect on the company. As mentioned above, everything negative has already been priced into the share price of NIO, and the only thing that will potentially disrupt its momentum is another prolonged shutdown of Shanghai in response to a COVID outbreak. But again, this does nothing to change the fundamentals of the EV market, neither the fundamentals of NIO as a company.I'm bringing this up because shareholders shouldn't be too concerned about this in any way. My point of view is NIO is in no danger in the short or long term, and the only thing that negative catalysts can do is extend the time it takes for the company to resume extraordinary growth.ConclusionSince I see NIO's share price being disproportionately punished in response to macroeconomic and geopolitical events and concerns, it is very likely to outperform its peers in the near term as it moves back into alignment with its strong fundamentals.Further out, it is wisely building out production capacity as it introduces new models, positioning itself for a strong growth spurt as consumers start to spend again.With supply chains improving and the company boosting the price of its models in response to increase in the price of commodities and chips, it is improving its margins and bottom line under difficult circumstances. That said, some of its pre-orders in the past will take a hit until the company works through its inventory and fills those orders.My thesis is it's not a matter of if, but when NIO starts to regain strong growth momentum as it increases deliveries from strong consumer demand and larger production capacity.As we've seen after it hit its 52-week low on May 12, it has already doubled from that level. Once market sentiment improves even more, it's going to go a lot higher in the long haul.The key to me is to ignore the volatility in the EV sector and NIO's share price, focusing rather on the way the company has positioned itself to grow long into the future.There is no doubt in my mind that patient investors are going to be handsomely rewarded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042923511,"gmtCreate":1656424015033,"gmtModify":1676535825234,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042923511","repostId":"2246018247","repostType":4,"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048832924,"gmtCreate":1656177029768,"gmtModify":1676535780419,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048832924","repostId":"1176316604","repostType":4,"repost":{"id":"1176316604","kind":"news","pubTimestamp":1656201911,"share":"https://ttm.financial/m/news/1176316604?lang=&edition=fundamental","pubTime":"2022-06-26 08:05","market":"us","language":"en","title":"Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1176316604","media":"Motley Fool","summary":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider inves","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>While the market outlook is scary, it doesn&#39;t look as bad if you zoom out to a wider investing horizon.</li><li>Many stocks have reached record or near-term valuation lows.</li></ul><p>The market is giving investors great buying opportunities; it&#39;s time to take advantage.</p><p>With the market dipping into bear market territory (down 20% or more from its high), there&#39;s a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.</p><p>However, this is a mistake. Bear markets aren&#39;t uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.</p><p>I&#39;ve got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you&#39;re sure to thank yourself for later.</p><p>1. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.</p><p>While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It&#39;s a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.</p><p>Another hidden benefit here lies in Alphabet&#39;s $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.</p><p>2. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia&#39;s data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.</p><p>With more businesses and consumer technologies moving to the cloud, Nvidia&#39;s data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, &#34;Our data center demand is strong and remains strong.&#34;</p><p>GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it&#39;s a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.</p><p>3. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></p><p>People were stuck inside their homes for two years and couldn&#39;t (or didn&#39;t want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019&#39;s pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.</p><p>Airbnb recently revamped its platform and now has many more options than the standard &#34;choose a location and date&#34; search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.</p><p>Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.</p><p>4. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></p><p>In Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company&#39;s vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.</p><p>MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn&#39;t even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.</p><p>5. <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a></p><p>Last but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company&#39;s network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.</p><p>Cybersecurity is an expense companies can&#39;t live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike&#39;s favor regardless of economic conditions.</p><p>The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.</p><p>However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.</p><p>In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year&#39;s total.</p><p>The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.</p><p>The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? Buying These 5 Top Stocks Right Now Would Be a Genius Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","MELI":"MercadoLibre","NVDA":"英伟达","ABNB":"爱彼迎","CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/06/25/if-youve-got-5000-buying-these-5-top-stocks-right/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176316604","content_text":"KEY POINTSWhile the market outlook is scary, it doesn't look as bad if you zoom out to a wider investing horizon.Many stocks have reached record or near-term valuation lows.The market is giving investors great buying opportunities; it's time to take advantage.With the market dipping into bear market territory (down 20% or more from its high), there's a lot of fear around. This uncertainty stems from the federal interest rate hikes, inflation, and a potential recession -- all of which are causing investors to pull out of the market in droves.However, this is a mistake. Bear markets aren't uncommon; they occur once every three and a half years. Also, stocks tend to have some of their strongest performing days during recovery periods. Because of this, wise investors should be looking for great values to pick up during a market panic.I've got a list of five great buys that are due for a strong recovery when the bear market eventually ends. Investing $5,000 across these top-tier stocks, all of which are trading at comparatively low valuations, could be genius moves that you're sure to thank yourself for later.1. AlphabetAlphabet  is the parent company of Google and YouTube, among others. It primarily generates revenue through advertisements across its platforms; however, advertisement spending tends to drop during recessions. As a result of this thinking, the stock has been sold off to an all-time low valuation.While Alphabet may see short-term headwinds, the long-term dominance of this business is undeniable. It's a free-cash-flow printing machine, generating $15 billion in the first quarter alone. With nearly $134 billion in cash on its balance sheet, Alphabet is built to weather any recession the economy throws at it.Another hidden benefit here lies in Alphabet's $70 billion stock buyback plan. This program will reduce the number of shares outstanding, which will make each share more valuable when the stock rises from its rock-bottom prices.2. NvidiaNvidia makes graphics process units (GPUs) that can be utilized for various tasks. Its biggest recent driver has been its data center division, which surpassed its gaming segment for the first time this quarter. In Q1 (ended May 1) of the 2023 fiscal year, Nvidia's data center division grew 83% year over year (YOY) to $3.75 billion, whereas gaming increased 31% YOY to $3.62 billion.With more businesses and consumer technologies moving to the cloud, Nvidia's data center will only continue to increase. In its recent conference call, analysts asked whether management was worried about its data center growth in regard the economic headwinds, to which CEO and founder Jensen Huang replied, \"Our data center demand is strong and remains strong.\"GPUs have become integrated with nearly every graphics or computing-related scenario, and Nvidia benefits significantly from that. With the stock trading for 44 times earnings, it's a solid value for a company that has consistently grown its revenue quarter after quarter and that was trading at a P/E ratio of over 100 late last year.3. AirbnbPeople were stuck inside their homes for two years and couldn't (or didn't want to) travel. Now people are traveling again, and companies like Airbnb (ABNB 8.14%) stand to benefit. In its Q1 results, revenue rose 70% YOY and is now up 80% over 2019's pre-pandemic numbers. This quarter was a record-setting one for Airbnb, and the future looks just as bright.Airbnb recently revamped its platform and now has many more options than the standard \"choose a location and date\" search function that travel websites have used for years. Now, customers can book multiple stays in one trip, investigate unique travel experiences, and utilize travel insurance.Airbnb estimates it will see a similar growth rate in Q2 as it did in Q1 and anticipates stronger-than-average demand for Q3 and Q4. Of course, this sentiment could shift if consumers decide to save money instead of traveling, but the long-term move to Airbnb away from standard hotel stays is quite evident.4. MercadoLibreIn Latin America, e-commerce is growing rapidly thanks to $MercadoLibre(MELI). Through the company's vast suite of offerings, Latin American residents can enjoy two-day shipping in many locations, digital payments, access to credit cards, and a large e-commerce marketplace.MercadoLibre trades for under four times sales. The last time it was this low? How about never. MercadoLibre didn't even trade this cheaply at the height of the Great Recession. This stock is an unbelievable value right now, and investors should be snatching up every share they can get.5. CrowdStrikeLast but not least is cybersecurity provider CrowdStrike. The previous four companies are affected by consumer strength, but not CrowdStrike. This company provides endpoint protection to devices that access a company's network, like laptops or phones. It uses a cloud-first approach that makes it data-rich and easy to integrate.Cybersecurity is an expense companies can't live without, and one many companies are behind in adopting. This necessity plays into CrowdStrike's favor regardless of economic conditions.The company also happens to be growing like a weed. Q1 commerce revenues rose 44% YOY to $1.3 billion and fintech revenues were up 113% to $971 million.However, as the U.S. economy slows down, international markets are likely to also be affected. Second-quarter results will reveal the strength of the Latin American consumer, but until then, investors need to check out how low this stock is valued.In FY 2023 Q1 (ending April 30), CrowdStrike reported annual recurring revenue (ARR) growth of 61% to $1.9 billion and converted 32% of its revenue into free cash flow. It also reiterated strong guidance for the rest of the year, with revenue expected to increase 52% over last year's total.The cybersecurity industry has massive tailwinds blowing in its favor, and CrowdStrike is in a prime position to capture market share regardless of economic conditions.The common theme with these five companies is that the stocks are down big right now, but if you examine them with a three- to five-year holding mindset, the returns can be immense.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041301217,"gmtCreate":1656001227239,"gmtModify":1676535748545,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wah","listText":"wah","text":"wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041301217","repostId":"1154031677","repostType":4,"repost":{"id":"1154031677","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655997324,"share":"https://ttm.financial/m/news/1154031677?lang=&edition=fundamental","pubTime":"2022-06-23 23:15","market":"us","language":"en","title":"Used Car Stocks Jumped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154031677","media":"Tiger Newspress","summary":"Used car stocks jumped in morning trading. Vroom shares jumped 45% and Carvana stock jumped 10%.","content":"<html><head></head><body><p>Used car stocks jumped in morning trading. Vroom shares jumped 45% and Carvana stock jumped 10%.</p><p><img src=\"https://static.tigerbbs.com/436b58d2d530a2146a09699d90f3eb0b\" tg-width=\"874\" tg-height=\"620\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/42a289e0cc5c368f4aa256a7ee8dd708\" tg-width=\"874\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Used Car Stocks Jumped in Morning Trading</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\">\nUsed Car Stocks Jumped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-23 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Used car stocks jumped in morning trading. Vroom shares jumped 45% and Carvana stock jumped 10%.</p><p><img src=\"https://static.tigerbbs.com/436b58d2d530a2146a09699d90f3eb0b\" tg-width=\"874\" tg-height=\"620\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/42a289e0cc5c368f4aa256a7ee8dd708\" tg-width=\"874\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRM":"Vroom, Inc.","CVNA":"Carvana Co."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154031677","content_text":"Used car stocks jumped in morning trading. Vroom shares jumped 45% and Carvana stock jumped 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041309715,"gmtCreate":1656001114337,"gmtModify":1676535748505,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041309715","repostId":"2245088225","repostType":4,"repost":{"id":"2245088225","kind":"highlight","pubTimestamp":1655989722,"share":"https://ttm.financial/m/news/2245088225?lang=&edition=fundamental","pubTime":"2022-06-23 21:08","market":"us","language":"en","title":"3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2245088225","media":"Motley Fool","summary":"Many of Buffett's software-related stocks appear poised to come back.","content":"<html><head></head><body><p>Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the <b>S&amp;P 500 </b>has entered bear territory, his company <b>Berkshire Hathaway </b>sells near levels where it traded 12 months ago.</p><p>Although Buffett may have become better known for holdings outside of tech, he holds a few positions in the software sector. As technology stocks recover, companies such as <b>Apple</b>, <b>Mastercard</b>, and <b>Snowflake</b> could boost Buffett&#39;s returns as conditions improve.</p><h2>The free-cash-flow king that relies increasingly on software<b> </b></h2><p><b>Will Healy</b> <b>(Apple): </b>One cannot discuss Buffett&#39;s tech plays without mentioning Apple. His Apple holdings account for 39% of a portfolio that holds more than 50 publicly traded stocks.</p><p>The majority of revenue comes from the iPhone, a combined hardware and software offering. Additionally, software may have kept Apple strong during the downturn given the success of Apple Services. It includes software offerings such as iCloud, advertising, digital content, and payments.</p><p>The Apple Services segment generated $20 billion in revenue in the fiscal second quarter of 2022 (which ended March 26). This is a 17% surge year over year, taking this segment&#39;s revenue to an all-time high.</p><p>Its success also helped the company as rising prices and supply chain challenges weighed on Apple. Q2 revenue came in at $97 billion, a 9% increase from year-ago levels. Net income grew 6% over that period to $25 billion as a rising cost of sales, higher operating expenses, and increased income taxes reduced growth in the bottom line.</p><p>But despite the single-digit growth, Apple&#39;s $201 billion in liquidity should help it ride out any storm and keep it a crown jewel in the Buffett portfolio. Moreover, the stock has risen by 4% over the last 12 months. While not a stellar performance, it bodes well for the company considering that many tech growth stocks have lost more than three-fourths of their value in recent months.</p><p>Also, its price-to earnings (P/E) ratio of 22 is at its lowest level since the beginning of the pandemic. Such a valuation could attract more investment from Buffett and other prominent investors. Given its relative stability and massive liquidity position amid this sell-off, perhaps now is the time to buy.</p><h2>Mastercard gives investors the best of both worlds</h2><p><b>Justin Pope</b> <b>(Mastercard):</b> Mastercard is the world&#39;s second-largest payment processing network. It has just under 2.9 billion debit and credit cards in circulation worldwide.</p><p>Mastercard&#39;s network connects the merchants where you swipe your payment card to the financial institutions that handle the money. Think of the network as a highway that cars use to travel back and forth. You pay a toll when you use the highway; similarly, Mastercard charges a small percentage of each transaction its network processes.</p><p>The company&#39;s grown revenue by an average of 11% annually over the past decade, driven by a steady shift away from cash as a payment method. Additionally, Mastercard isn&#39;t impacted by inflation because its fee is a percentage of each transaction; in other words, Mastercard captures more revenue as the prices of goods and services increase.</p><p>Mastercard is a cash cow, turning 46% of its revenue into free cash flow. Management shares those cash profits with investors, having paid and raised its dividend for the past 11 years. Investors won&#39;t get a huge dividend yield at just 0.6%, but the payout grows quickly; its annual increase has averaged 18% over the past five years. The company also spends billions on share repurchases, shrinking the share count by 22% over the past decade.</p><p>The company&#39;s ability to grow cash and return it to investors simultaneously has powered market-beating returns, totaling more than 7,300% since Mastercard came public in 2006. Despite its success, there could still be more upside ahead. Earnings per share (EPS) have grown by an average of 16% over the past three years, only slightly dropping from its 10-year rate of 19%. Warren Buffett bought his first position in 2011, which remains a part of his portfolio today.</p><h2>Snowflake&#39;s business model makes it stand out from its cloud-computing peers</h2><p><b>Jake Lerch (Snowflake): </b>Snowflake doesn&#39;t fit the profile of a typical &#34;Buffett stock.&#34; In fact, Snowflake is the type of company Buffett may have derided several years ago. It&#39;s a recently founded technology company and its business model can be challenging to understand. Nevertheless, Buffett -- or more likely Berkshire Hathaway investment managers Todd Combs or Ted Weschler -- has accumulated over 6 million shares of Snowflake. </p><p>Snowflake is, at the most basic level, a cloud computing company. But what really differentiates the company is its business model. Snowflake doesn&#39;t focus on increasing its customers&#39; sales or streamlining their human resources workflow. Instead, it helps organizations gain a bird&#39;s eye view of all the data relevant to their operations. This perspective allows them to gain valuable insights into trends and improve their decision making.</p><p>For example, Snowflake can help retailers more accurately predict and manage their inventory. In the pharmaceutical industry, Snowflake can help companies research and develop new treatments by quickly compiling and sharing data from outside sources.</p><p>There&#39;s no doubt that Snowflake has secular tailwinds behind it. The company currently has 184 large customers (those generating more than $1 million in product revenue), and it plans to expand that number to 1,400 by 2029. Moreover, Snowflake hopes to grow its revenue almost tenfold over that same period. Over the last 12 months, Snowflake generated $1.4 billion of revenue -- its first time crossing the $1 billion mark. And by 2029, the company aims to exceed $10 billion in annual sales. </p><p>But owning shares of Snowflake isn&#39;t without risk. First of all, Snowflake lacks profits. The company has never turned a profit, and its net income actually sank deeper into the red over the last two years, mainly due to lucrative stock compensation for its employees. What&#39;s more, the company relies on would-be competitors like <b>Amazon</b> and <b>Microsoft</b> for the cloud infrastructure to run its software. </p><p>Nevertheless, Snowflake appears to have carved out a lucrative niche in the cloud-computing space. If you&#39;re willing to ride out short-term volatility, Snowflake looks like an outstanding Buffett stock -- albeit an unorthodox one.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From 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\">\n3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 21:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/3-warren-buffett-stocks-wish-bought-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the S&P 500 has entered bear territory, his company Berkshire Hathaway sells near ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/3-warren-buffett-stocks-wish-bought-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","SNOW":"Snowflake","AAPL":"苹果","BRK.B":"伯克希尔B","MA":"万事达"},"source_url":"https://www.fool.com/investing/2022/06/23/3-warren-buffett-stocks-wish-bought-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245088225","content_text":"Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the S&P 500 has entered bear territory, his company Berkshire Hathaway sells near levels where it traded 12 months ago.Although Buffett may have become better known for holdings outside of tech, he holds a few positions in the software sector. As technology stocks recover, companies such as Apple, Mastercard, and Snowflake could boost Buffett's returns as conditions improve.The free-cash-flow king that relies increasingly on software Will Healy (Apple): One cannot discuss Buffett's tech plays without mentioning Apple. His Apple holdings account for 39% of a portfolio that holds more than 50 publicly traded stocks.The majority of revenue comes from the iPhone, a combined hardware and software offering. Additionally, software may have kept Apple strong during the downturn given the success of Apple Services. It includes software offerings such as iCloud, advertising, digital content, and payments.The Apple Services segment generated $20 billion in revenue in the fiscal second quarter of 2022 (which ended March 26). This is a 17% surge year over year, taking this segment's revenue to an all-time high.Its success also helped the company as rising prices and supply chain challenges weighed on Apple. Q2 revenue came in at $97 billion, a 9% increase from year-ago levels. Net income grew 6% over that period to $25 billion as a rising cost of sales, higher operating expenses, and increased income taxes reduced growth in the bottom line.But despite the single-digit growth, Apple's $201 billion in liquidity should help it ride out any storm and keep it a crown jewel in the Buffett portfolio. Moreover, the stock has risen by 4% over the last 12 months. While not a stellar performance, it bodes well for the company considering that many tech growth stocks have lost more than three-fourths of their value in recent months.Also, its price-to earnings (P/E) ratio of 22 is at its lowest level since the beginning of the pandemic. Such a valuation could attract more investment from Buffett and other prominent investors. Given its relative stability and massive liquidity position amid this sell-off, perhaps now is the time to buy.Mastercard gives investors the best of both worldsJustin Pope (Mastercard): Mastercard is the world's second-largest payment processing network. It has just under 2.9 billion debit and credit cards in circulation worldwide.Mastercard's network connects the merchants where you swipe your payment card to the financial institutions that handle the money. Think of the network as a highway that cars use to travel back and forth. You pay a toll when you use the highway; similarly, Mastercard charges a small percentage of each transaction its network processes.The company's grown revenue by an average of 11% annually over the past decade, driven by a steady shift away from cash as a payment method. Additionally, Mastercard isn't impacted by inflation because its fee is a percentage of each transaction; in other words, Mastercard captures more revenue as the prices of goods and services increase.Mastercard is a cash cow, turning 46% of its revenue into free cash flow. Management shares those cash profits with investors, having paid and raised its dividend for the past 11 years. Investors won't get a huge dividend yield at just 0.6%, but the payout grows quickly; its annual increase has averaged 18% over the past five years. The company also spends billions on share repurchases, shrinking the share count by 22% over the past decade.The company's ability to grow cash and return it to investors simultaneously has powered market-beating returns, totaling more than 7,300% since Mastercard came public in 2006. Despite its success, there could still be more upside ahead. Earnings per share (EPS) have grown by an average of 16% over the past three years, only slightly dropping from its 10-year rate of 19%. Warren Buffett bought his first position in 2011, which remains a part of his portfolio today.Snowflake's business model makes it stand out from its cloud-computing peersJake Lerch (Snowflake): Snowflake doesn't fit the profile of a typical \"Buffett stock.\" In fact, Snowflake is the type of company Buffett may have derided several years ago. It's a recently founded technology company and its business model can be challenging to understand. Nevertheless, Buffett -- or more likely Berkshire Hathaway investment managers Todd Combs or Ted Weschler -- has accumulated over 6 million shares of Snowflake. Snowflake is, at the most basic level, a cloud computing company. But what really differentiates the company is its business model. Snowflake doesn't focus on increasing its customers' sales or streamlining their human resources workflow. Instead, it helps organizations gain a bird's eye view of all the data relevant to their operations. This perspective allows them to gain valuable insights into trends and improve their decision making.For example, Snowflake can help retailers more accurately predict and manage their inventory. In the pharmaceutical industry, Snowflake can help companies research and develop new treatments by quickly compiling and sharing data from outside sources.There's no doubt that Snowflake has secular tailwinds behind it. The company currently has 184 large customers (those generating more than $1 million in product revenue), and it plans to expand that number to 1,400 by 2029. Moreover, Snowflake hopes to grow its revenue almost tenfold over that same period. Over the last 12 months, Snowflake generated $1.4 billion of revenue -- its first time crossing the $1 billion mark. And by 2029, the company aims to exceed $10 billion in annual sales. But owning shares of Snowflake isn't without risk. First of all, Snowflake lacks profits. The company has never turned a profit, and its net income actually sank deeper into the red over the last two years, mainly due to lucrative stock compensation for its employees. What's more, the company relies on would-be competitors like Amazon and Microsoft for the cloud infrastructure to run its software. Nevertheless, Snowflake appears to have carved out a lucrative niche in the cloud-computing space. If you're willing to ride out short-term volatility, Snowflake looks like an outstanding Buffett stock -- albeit an unorthodox one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049935335,"gmtCreate":1655734645827,"gmtModify":1676535694648,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"hong kong","listText":"hong kong","text":"hong kong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049935335","repostId":"2244123754","repostType":4,"repost":{"id":"2244123754","kind":"highlight","pubTimestamp":1655731487,"share":"https://ttm.financial/m/news/2244123754?lang=&edition=fundamental","pubTime":"2022-06-20 21:24","market":"us","language":"en","title":"Chinese Lithium Giant Tests Investor Demand for Hong Kong IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2244123754","media":"The Wall Street Journal","summary":"Share sale by Tianqi Lithium could raise more than $1 billionTianqi Lithium is marketing what is exp","content":"<html><head></head><body><p>Share sale by Tianqi Lithium could raise more than $1 billion</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67bd7ffb27adcc4581cc14fd2907ab95\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"/><span>Tianqi Lithium is marketing what is expected to be Hong Kong’s largest IPO so far this year.</span></p><p>HONG KONG—One of China’s top lithium producers began marketing what is expected to be Hong Kong’s largest initial public offering so far this year, braving recent market volatility to test global investor appetite for shares of new-energy companies.</p><p>Tianqi Lithium Corp. is aiming to raise more than $1 billion in a listing on Hong Kong’s stock exchange, according to a person familiar with the matter. The Chengdu, China-based company, which says it is one of the world’s largest producers of battery-grade lithium compounds, has been listed in Shenzhen since 2010. Its mainland shares have doubled in value over the past 12 months, giving it a market capitalization of around $26 billion, according to FactSet.</p><p>The company filed a revised prospectus on June 19 after passing a listing hearing in Hong Kong and earlier receiving approval from China’s securities regulator to sell shares in the Asian financial hub. It is expected to price its IPO on July 6 and start trading July 13, the person familiar with the deal said. The final deal size could change depending on investor demand.</p><p><img src=\"https://static.tigerbbs.com/4466c6f4efc4b35ab66db69f13bbe2bc\" tg-width=\"437\" tg-height=\"571\" width=\"100%\" height=\"auto\"/></p><p>Tianqi Lithium is trying to pull off a large fundraising at a time when global demand for IPOs has been depressed. Surging U.S. inflation, rapidly rising interest rates, Russia - Ukraine war and uncertainty about the global economic outlook have helped fuel a global stock selloff, which has driven new stock-issuance volumes lower.</p><p>Hong Kong’s market has been hit particularly hard; in the year-to-date period, companies have raised a total of $2.4 billion in new and secondary stock listings in the city, down more than 90% in value from the same period a year earlier, according to Dealogic data.</p><p>Tianqi Lithium, which has been in business for around 30 years, makes lithium compounds and derivatives in China and owns and mines lithium minerals in Australia, according to its prospectus. The metal is used in rechargeable batteries and has been in demand for electric-vehicle production. It is also used to make glass, ceramics and other types of derivative products.</p><p>The company previously applied to list in Hong Kong in 2018 and had aimed to raise a similar amount at the time to help pay for a minority stake that it bought that year in a Chile-based lithium production and distribution company known as SQM. The IPO ended up being shelved, even though it received a green light from the China Securities Regulatory Commission.</p><p>The proceeds from the coming share sale in Hong Kong would be used to repay debt that Tianqi Lithium still has from that $4 billion Chilean mining deal, as well as to fund the construction of a lithium carbonate manufacturing plant in the Anju district of China’s Sichuan province.</p><p>The Shenzhen-listed shares of Tianqi Lithium and one of its main rivals, Ganfeng Lithium Co., have significantly outperformed the broader Chinese stock market over the last two years, thanks in part to surging demand for the compounds they produce.</p><p>Tianqi Lithium’s revenue more than doubled to the equivalent of $1.13 billion in 2021 and the company reported a profit of $626 million, swinging from a year-earlier loss of $167 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Lithium Giant Tests Investor Demand for Hong Kong IPO</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\">\nChinese Lithium Giant Tests Investor Demand for Hong Kong IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/chinese-lithium-giant-tests-investor-demand-for-hong-kong-ipo-11655724426?mod=newsviewer_click&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1655731211><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Share sale by Tianqi Lithium could raise more than $1 billionTianqi Lithium is marketing what is expected to be Hong Kong’s largest IPO so far this year.HONG KONG—One of China’s top lithium producers ...</p>\n\n<a href=\"https://www.wsj.com/articles/chinese-lithium-giant-tests-investor-demand-for-hong-kong-ipo-11655724426?mod=newsviewer_click&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1655731211\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002466":"天齐锂业"},"source_url":"https://www.wsj.com/articles/chinese-lithium-giant-tests-investor-demand-for-hong-kong-ipo-11655724426?mod=newsviewer_click&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1655731211","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244123754","content_text":"Share sale by Tianqi Lithium could raise more than $1 billionTianqi Lithium is marketing what is expected to be Hong Kong’s largest IPO so far this year.HONG KONG—One of China’s top lithium producers began marketing what is expected to be Hong Kong’s largest initial public offering so far this year, braving recent market volatility to test global investor appetite for shares of new-energy companies.Tianqi Lithium Corp. is aiming to raise more than $1 billion in a listing on Hong Kong’s stock exchange, according to a person familiar with the matter. The Chengdu, China-based company, which says it is one of the world’s largest producers of battery-grade lithium compounds, has been listed in Shenzhen since 2010. Its mainland shares have doubled in value over the past 12 months, giving it a market capitalization of around $26 billion, according to FactSet.The company filed a revised prospectus on June 19 after passing a listing hearing in Hong Kong and earlier receiving approval from China’s securities regulator to sell shares in the Asian financial hub. It is expected to price its IPO on July 6 and start trading July 13, the person familiar with the deal said. The final deal size could change depending on investor demand.Tianqi Lithium is trying to pull off a large fundraising at a time when global demand for IPOs has been depressed. Surging U.S. inflation, rapidly rising interest rates, Russia - Ukraine war and uncertainty about the global economic outlook have helped fuel a global stock selloff, which has driven new stock-issuance volumes lower.Hong Kong’s market has been hit particularly hard; in the year-to-date period, companies have raised a total of $2.4 billion in new and secondary stock listings in the city, down more than 90% in value from the same period a year earlier, according to Dealogic data.Tianqi Lithium, which has been in business for around 30 years, makes lithium compounds and derivatives in China and owns and mines lithium minerals in Australia, according to its prospectus. The metal is used in rechargeable batteries and has been in demand for electric-vehicle production. It is also used to make glass, ceramics and other types of derivative products.The company previously applied to list in Hong Kong in 2018 and had aimed to raise a similar amount at the time to help pay for a minority stake that it bought that year in a Chile-based lithium production and distribution company known as SQM. The IPO ended up being shelved, even though it received a green light from the China Securities Regulatory Commission.The proceeds from the coming share sale in Hong Kong would be used to repay debt that Tianqi Lithium still has from that $4 billion Chilean mining deal, as well as to fund the construction of a lithium carbonate manufacturing plant in the Anju district of China’s Sichuan province.The Shenzhen-listed shares of Tianqi Lithium and one of its main rivals, Ganfeng Lithium Co., have significantly outperformed the broader Chinese stock market over the last two years, thanks in part to surging demand for the compounds they produce.Tianqi Lithium’s revenue more than doubled to the equivalent of $1.13 billion in 2021 and the company reported a profit of $626 million, swinging from a year-earlier loss of $167 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9036165534,"gmtCreate":1647014110611,"gmtModify":1676534187831,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>buy？","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>buy？","text":"$Grab Holdings(GRAB)$buy？","images":[{"img":"https://static.itradeup.com/news/4fc4666034857e66d8c846271766e47d","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036165534","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082835747,"gmtCreate":1650548945634,"gmtModify":1676534749244,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"gogogo","listText":"gogogo","text":"gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082835747","repostId":"1132599225","repostType":4,"repost":{"id":"1132599225","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650547952,"share":"https://ttm.financial/m/news/1132599225?lang=&edition=fundamental","pubTime":"2022-04-21 21:32","market":"us","language":"en","title":"U.S.Stocks Open Higher As Investors Cheer Tesla Earnings and Airlines,Dow Jones Rise 265 Points","url":"https://stock-news.laohu8.com/highlight/detail?id=1132599225","media":"Tiger Newspress","summary":"U.S.Stocks open higher as investors cheer Tesla earnings, airlines, Dow industrials rise 265 points,","content":"<html><head></head><body><p>U.S.Stocks open higher as investors cheer Tesla earnings, airlines, Dow industrials rise 265 points, or 0.8%.</p><p>First-quarter reports drove premarket moves. Tesla rose more than 9% after better-than-expected earnings. United added 8% after the airline forecasted a profit in 2022.</p><p>Investors were looking to a speech from Powell, who will talk at 1 p.m. ET during theInternational Monetary Fund Debate on the Global Economy. The discussion will be moderated by CNBC’s Sara Eisen.</p><p>Despite market expectations for a series of aggressive interest rate increases, Fed officials in recent days have talked down making any dramatic moves.</p><p>Regional presidents Mary Daly of San Francisco, Charles Evans of Chicago and Raphael Bostic of Atlanta all have said that while they see the need to hike rates to tame inflation, they don’t want to do anything that would halt the expansion. Daly did concede that tighter policy could trigger a mild recession but she said that’s not her most likely case.</p><p>St. Louis Fed President James Bullard has been the outlier, saying earlier in the week that he’s open to a 0.75 percentage point increase at the May meeting to help temper inflation running at a more than 40-year high.</p><p>Stocks are coming off a mixed session Wednesday. The Dow rose 280 points, or 0.8%, boosted by strong earnings from Procter &amp; Gamble, while the technology-heavy Nasdaq Composite was dragged down 1% by Netflix’spost-report plunge. The S&amp;P 500 finished flat.</p><p>Netflix shares on Wednesday posted the biggest one-day decline since 2004 after the streamer reported its first subscriber loss in more than a decade. Other streaming companies like Disney and Roku also fell, and other tech stocks were lower.</p><p>“It continues to be a pretty bifurcated market,” said Dave Grecsek, managing director in investment strategy and research at wealth management firm Aspiriant. “Some of the more defensive, value-style companies are enjoying good returns. The flipside is some of those more growth-style tech names are going to be struggling.”</p><p>Investors are awaiting quarterly reports from companies like AT&amp;T, American Airlines and Snap on Thursday.</p><p>In economic data, initial jobless claims came in slightly higher than expected at 184,000 for the week ending April 16, showing a decline of 2,000. Dow Jones analysts estimated 182,000 first-time claims.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S.Stocks Open Higher As Investors Cheer Tesla Earnings and Airlines,Dow Jones Rise 265 Points</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\">\nU.S.Stocks Open Higher As Investors Cheer Tesla Earnings and Airlines,Dow Jones Rise 265 Points\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-21 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.Stocks open higher as investors cheer Tesla earnings, airlines, Dow industrials rise 265 points, or 0.8%.</p><p>First-quarter reports drove premarket moves. Tesla rose more than 9% after better-than-expected earnings. United added 8% after the airline forecasted a profit in 2022.</p><p>Investors were looking to a speech from Powell, who will talk at 1 p.m. ET during theInternational Monetary Fund Debate on the Global Economy. The discussion will be moderated by CNBC’s Sara Eisen.</p><p>Despite market expectations for a series of aggressive interest rate increases, Fed officials in recent days have talked down making any dramatic moves.</p><p>Regional presidents Mary Daly of San Francisco, Charles Evans of Chicago and Raphael Bostic of Atlanta all have said that while they see the need to hike rates to tame inflation, they don’t want to do anything that would halt the expansion. Daly did concede that tighter policy could trigger a mild recession but she said that’s not her most likely case.</p><p>St. Louis Fed President James Bullard has been the outlier, saying earlier in the week that he’s open to a 0.75 percentage point increase at the May meeting to help temper inflation running at a more than 40-year high.</p><p>Stocks are coming off a mixed session Wednesday. The Dow rose 280 points, or 0.8%, boosted by strong earnings from Procter &amp; Gamble, while the technology-heavy Nasdaq Composite was dragged down 1% by Netflix’spost-report plunge. The S&amp;P 500 finished flat.</p><p>Netflix shares on Wednesday posted the biggest one-day decline since 2004 after the streamer reported its first subscriber loss in more than a decade. Other streaming companies like Disney and Roku also fell, and other tech stocks were lower.</p><p>“It continues to be a pretty bifurcated market,” said Dave Grecsek, managing director in investment strategy and research at wealth management firm Aspiriant. “Some of the more defensive, value-style companies are enjoying good returns. The flipside is some of those more growth-style tech names are going to be struggling.”</p><p>Investors are awaiting quarterly reports from companies like AT&amp;T, American Airlines and Snap on Thursday.</p><p>In economic data, initial jobless claims came in slightly higher than expected at 184,000 for the week ending April 16, showing a decline of 2,000. Dow Jones analysts estimated 182,000 first-time claims.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132599225","content_text":"U.S.Stocks open higher as investors cheer Tesla earnings, airlines, Dow industrials rise 265 points, or 0.8%.First-quarter reports drove premarket moves. Tesla rose more than 9% after better-than-expected earnings. United added 8% after the airline forecasted a profit in 2022.Investors were looking to a speech from Powell, who will talk at 1 p.m. ET during theInternational Monetary Fund Debate on the Global Economy. The discussion will be moderated by CNBC’s Sara Eisen.Despite market expectations for a series of aggressive interest rate increases, Fed officials in recent days have talked down making any dramatic moves.Regional presidents Mary Daly of San Francisco, Charles Evans of Chicago and Raphael Bostic of Atlanta all have said that while they see the need to hike rates to tame inflation, they don’t want to do anything that would halt the expansion. Daly did concede that tighter policy could trigger a mild recession but she said that’s not her most likely case.St. Louis Fed President James Bullard has been the outlier, saying earlier in the week that he’s open to a 0.75 percentage point increase at the May meeting to help temper inflation running at a more than 40-year high.Stocks are coming off a mixed session Wednesday. The Dow rose 280 points, or 0.8%, boosted by strong earnings from Procter & Gamble, while the technology-heavy Nasdaq Composite was dragged down 1% by Netflix’spost-report plunge. The S&P 500 finished flat.Netflix shares on Wednesday posted the biggest one-day decline since 2004 after the streamer reported its first subscriber loss in more than a decade. Other streaming companies like Disney and Roku also fell, and other tech stocks were lower.“It continues to be a pretty bifurcated market,” said Dave Grecsek, managing director in investment strategy and research at wealth management firm Aspiriant. “Some of the more defensive, value-style companies are enjoying good returns. The flipside is some of those more growth-style tech names are going to be struggling.”Investors are awaiting quarterly reports from companies like AT&T, American Airlines and Snap on Thursday.In economic data, initial jobless claims came in slightly higher than expected at 184,000 for the week ending April 16, showing a decline of 2,000. Dow Jones analysts estimated 182,000 first-time claims.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055345273,"gmtCreate":1655249145192,"gmtModify":1676535593180,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055345273","repostId":"2243984945","repostType":4,"repost":{"id":"2243984945","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1655247566,"share":"https://ttm.financial/m/news/2243984945?lang=&edition=fundamental","pubTime":"2022-06-15 06:59","market":"us","language":"en","title":"US STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap","url":"https://stock-news.laohu8.com/highlight/detail?id=2243984945","media":"Reuters","summary":"(Reuters) - The S&P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-o","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank&#39;s policy path will be.</p><p>Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.</p><p>However, views that a 75 basis point hike was on the table have been growing after Friday&#39;s higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.</p><p>Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME&#39;s FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.</p><p>Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.</p><p>&#34;Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,&#34; said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.</p><p>&#34;The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.&#34;</p><p>The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&amp;P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.</p><p>The benchmark S&amp;P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday&#39;s declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.</p><p>Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.</p><p>FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.</p><p>Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.</p><p>Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap</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\">\nUS STOCKS-S&P 500 Dips With Fed Policy Announcement on Tap\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-15 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank&#39;s policy path will be.</p><p>Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.</p><p>However, views that a 75 basis point hike was on the table have been growing after Friday&#39;s higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.</p><p>Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME&#39;s FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.</p><p>Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.</p><p>&#34;Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,&#34; said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.</p><p>&#34;The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.&#34;</p><p>The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&amp;P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.</p><p>The benchmark S&amp;P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday&#39;s declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.</p><p>Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.</p><p>FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.</p><p>Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.</p><p>Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243984945","content_text":"(Reuters) - The S&P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank's policy path will be.Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.However, views that a 75 basis point hike was on the table have been growing after Friday's higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME's FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.\"Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,\" said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.\"The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.\"The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.The benchmark S&P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday's declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034474838,"gmtCreate":1647957746055,"gmtModify":1676534284685,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good goup","listText":"good goup","text":"good goup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034474838","repostId":"1179566246","repostType":4,"repost":{"id":"1179566246","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647955869,"share":"https://ttm.financial/m/news/1179566246?lang=&edition=fundamental","pubTime":"2022-03-22 21:31","market":"us","language":"en","title":"U.S. Stocks Open Higher as Investors Shake off Powell Remarks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179566246","media":"Tiger Newspress","summary":"U.S. stocks rebounded Tuesday as traders weighed Federal Reserve Chair Jerome Powell’s latest rate h","content":"<html><head></head><body><p>U.S. stocks rebounded Tuesday as traders weighed Federal Reserve Chair Jerome Powell’s latest rate hike comments.</p><p>The Dow Jones Industrial Average rose about 160 points, or 0.5%, led by Nike’s post-earnings report gain. The S&amp;P 500 added 0.4% and the Nasdaq Composite ticked up 0.4%.</p><p>Wall Street came off a volatile session Monday, as Powell said “inflation is much too high” and vowed to take“necessary steps”to curb inflation. The comments came less than a week after the Fed raised rates for the first time since 2018.</p><p>“If we conclude that it is appropriate to move more aggressively by raising the federal funds rate by more than 25 basis points at a meeting or meetings, we will do so,” said Powell on Monday to the National Association for Business Economics. One basis point equals 0.01%.</p><p>Some market participants raised their expectations for rate hikes following Powell’s comments. Goldman Sachs on Monday upped its forecast to 50 basis point hikes at the May and June Fed meetings.</p><p>“We think odds of a 50 bp rate hike are rising,” UBS chief U.S. economist Jonathan Pingle said in a note Monday.</p><p>The benchmark 10-year U.S. Treasury yield on Tuesday rose to a multi-year high, above 2.36%.</p><p>Bank stocks rose Tuesday as interest rates rose. JPMorgan and Bank of America added about 1%.</p><p>Nike shares moved up more than 4% after the retailer reported a beat on the top and bottom lines for its fiscal third quarter, buoyed by strong demand in North America.</p><p>Procter &amp; Gamble added about 1% as Truist upgraded the stock to a buy rating and said the company’s fundamentals are undervalued.</p><p>Investors on Tuesday continued to watch the situation in Eastern Europe, with President Joe Biden saying Russian President Vladimir Putin’s back is“against the wall”as the war with Ukraine nears a stalemate.</p><p>The three major averages are on pace to finish the month positive, even amid geopolitical risk and Fed tightening.</p><p>“Stocks have done okay ... in recent sessions,” U.S Bank Wealth Management’s Lisa Erickson told “Squawk Box” on Tuesday. “It’s on the back of what’s going on fundamentally with the macroeconomy as well as with underlying company earnings.”</p><p>“There has been some slowing, but, really, both of those factors have been quite resilient,” Erickson added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Higher as Investors Shake off Powell Remarks</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\">\nU.S. Stocks Open Higher as Investors Shake off Powell Remarks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-22 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks rebounded Tuesday as traders weighed Federal Reserve Chair Jerome Powell’s latest rate hike comments.</p><p>The Dow Jones Industrial Average rose about 160 points, or 0.5%, led by Nike’s post-earnings report gain. The S&amp;P 500 added 0.4% and the Nasdaq Composite ticked up 0.4%.</p><p>Wall Street came off a volatile session Monday, as Powell said “inflation is much too high” and vowed to take“necessary steps”to curb inflation. The comments came less than a week after the Fed raised rates for the first time since 2018.</p><p>“If we conclude that it is appropriate to move more aggressively by raising the federal funds rate by more than 25 basis points at a meeting or meetings, we will do so,” said Powell on Monday to the National Association for Business Economics. One basis point equals 0.01%.</p><p>Some market participants raised their expectations for rate hikes following Powell’s comments. Goldman Sachs on Monday upped its forecast to 50 basis point hikes at the May and June Fed meetings.</p><p>“We think odds of a 50 bp rate hike are rising,” UBS chief U.S. economist Jonathan Pingle said in a note Monday.</p><p>The benchmark 10-year U.S. Treasury yield on Tuesday rose to a multi-year high, above 2.36%.</p><p>Bank stocks rose Tuesday as interest rates rose. JPMorgan and Bank of America added about 1%.</p><p>Nike shares moved up more than 4% after the retailer reported a beat on the top and bottom lines for its fiscal third quarter, buoyed by strong demand in North America.</p><p>Procter &amp; Gamble added about 1% as Truist upgraded the stock to a buy rating and said the company’s fundamentals are undervalued.</p><p>Investors on Tuesday continued to watch the situation in Eastern Europe, with President Joe Biden saying Russian President Vladimir Putin’s back is“against the wall”as the war with Ukraine nears a stalemate.</p><p>The three major averages are on pace to finish the month positive, even amid geopolitical risk and Fed tightening.</p><p>“Stocks have done okay ... in recent sessions,” U.S Bank Wealth Management’s Lisa Erickson told “Squawk Box” on Tuesday. “It’s on the back of what’s going on fundamentally with the macroeconomy as well as with underlying company earnings.”</p><p>“There has been some slowing, but, really, both of those factors have been quite resilient,” Erickson added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179566246","content_text":"U.S. stocks rebounded Tuesday as traders weighed Federal Reserve Chair Jerome Powell’s latest rate hike comments.The Dow Jones Industrial Average rose about 160 points, or 0.5%, led by Nike’s post-earnings report gain. The S&P 500 added 0.4% and the Nasdaq Composite ticked up 0.4%.Wall Street came off a volatile session Monday, as Powell said “inflation is much too high” and vowed to take“necessary steps”to curb inflation. The comments came less than a week after the Fed raised rates for the first time since 2018.“If we conclude that it is appropriate to move more aggressively by raising the federal funds rate by more than 25 basis points at a meeting or meetings, we will do so,” said Powell on Monday to the National Association for Business Economics. One basis point equals 0.01%.Some market participants raised their expectations for rate hikes following Powell’s comments. Goldman Sachs on Monday upped its forecast to 50 basis point hikes at the May and June Fed meetings.“We think odds of a 50 bp rate hike are rising,” UBS chief U.S. economist Jonathan Pingle said in a note Monday.The benchmark 10-year U.S. Treasury yield on Tuesday rose to a multi-year high, above 2.36%.Bank stocks rose Tuesday as interest rates rose. JPMorgan and Bank of America added about 1%.Nike shares moved up more than 4% after the retailer reported a beat on the top and bottom lines for its fiscal third quarter, buoyed by strong demand in North America.Procter & Gamble added about 1% as Truist upgraded the stock to a buy rating and said the company’s fundamentals are undervalued.Investors on Tuesday continued to watch the situation in Eastern Europe, with President Joe Biden saying Russian President Vladimir Putin’s back is“against the wall”as the war with Ukraine nears a stalemate.The three major averages are on pace to finish the month positive, even amid geopolitical risk and Fed tightening.“Stocks have done okay ... in recent sessions,” U.S Bank Wealth Management’s Lisa Erickson told “Squawk Box” on Tuesday. “It’s on the back of what’s going on fundamentally with the macroeconomy as well as with underlying company earnings.”“There has been some slowing, but, really, both of those factors have been quite resilient,” Erickson added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015330850,"gmtCreate":1649424824627,"gmtModify":1676534509755,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wao","listText":"wao","text":"wao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015330850","repostId":"2225258485","repostType":4,"repost":{"id":"2225258485","kind":"news","pubTimestamp":1649422735,"share":"https://ttm.financial/m/news/2225258485?lang=&edition=fundamental","pubTime":"2022-04-08 20:58","market":"us","language":"en","title":"Apple Set to Stream \"Friday Night Baseball\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2225258485","media":"seekingalpha","summary":"Apple  will be shooting for a home run on Friday night as it steps up to the plate with its first li","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple </a> will be shooting for a home run on Friday night as it steps up to the plate with its first live sports broadcast. <i>Friday Night Baseball</i> will debut on Apple TV+ with a streaming doubleheader as the New York Mets meet the Washington Nationals at 7 p.m. and the Los Angeles Angels host the Houston Astros at 9:30 p.m. ET.</p><p>Apple reportedly paid $85M for the two games each week, which will be available for free for a limited time without having a $4.99/monthly subscription to the streaming service.</p><p>The deal with Apple TV+, which had about 20M paid subscribers in 2021, comes after ESPN (DIS) slashed its broadcast rights to MLB games this season. It&#39;s also part of Apple&#39;s push to generate more cash flow from an expansion into online services.</p><p>Streaming rival <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> aired several Yankees games back in 2019 and just inked an 11-year agreement (valued at $1B per year) to exclusively stream <i>Thursday Night Football</i> games on the Prime Video app.</p><p><b>Outlook:</b> Niche sports leagues may be the next frontier in acquisitions for the ravenous streaming industry, according to CNBC&#39;s Alex Sherman, who observes that rising sports rights fees mean content giants will be paying up one way or another. The trends point the way toward a potential buyout for groups like Formula One (FWONA), NASCAR, World Wrestling Entertainment (WWE) or Ultimate Fighting Championship (EDR). Interestingly, ESPN has paid $1.5B for five-year UFC TV rights through 2025, and a renewal could set back the company even more after passing on a $4.3B deal to buy the sports company outright in 2016.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Set to Stream \"Friday Night Baseball\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Set to Stream \"Friday Night Baseball\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 20:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3821954-mlb-debut-apple-set-to-stream-friday-night-baseball><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple  will be shooting for a home run on Friday night as it steps up to the plate with its first live sports broadcast. Friday Night Baseball will debut on Apple TV+ with a streaming doubleheader as ...</p>\n\n<a href=\"https://seekingalpha.com/news/3821954-mlb-debut-apple-set-to-stream-friday-night-baseball\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4534":"瑞士信贷持仓","BK4566":"资本集团","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","AAPL":"苹果","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念"},"source_url":"https://seekingalpha.com/news/3821954-mlb-debut-apple-set-to-stream-friday-night-baseball","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225258485","content_text":"Apple  will be shooting for a home run on Friday night as it steps up to the plate with its first live sports broadcast. Friday Night Baseball will debut on Apple TV+ with a streaming doubleheader as the New York Mets meet the Washington Nationals at 7 p.m. and the Los Angeles Angels host the Houston Astros at 9:30 p.m. ET.Apple reportedly paid $85M for the two games each week, which will be available for free for a limited time without having a $4.99/monthly subscription to the streaming service.The deal with Apple TV+, which had about 20M paid subscribers in 2021, comes after ESPN (DIS) slashed its broadcast rights to MLB games this season. It's also part of Apple's push to generate more cash flow from an expansion into online services.Streaming rival Amazon  aired several Yankees games back in 2019 and just inked an 11-year agreement (valued at $1B per year) to exclusively stream Thursday Night Football games on the Prime Video app.Outlook: Niche sports leagues may be the next frontier in acquisitions for the ravenous streaming industry, according to CNBC's Alex Sherman, who observes that rising sports rights fees mean content giants will be paying up one way or another. The trends point the way toward a potential buyout for groups like Formula One (FWONA), NASCAR, World Wrestling Entertainment (WWE) or Ultimate Fighting Championship (EDR). Interestingly, ESPN has paid $1.5B for five-year UFC TV rights through 2025, and a renewal could set back the company even more after passing on a $4.3B deal to buy the sports company outright in 2016.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016019290,"gmtCreate":1649112923373,"gmtModify":1676534451221,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016019290","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors&#39; eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea&#39;s exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena&#39;s wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea&#39;s India exit for Shopee? <i>Free Fire</i> is at the center of Sea&#39;s playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users&#39; online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn&#39;t have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea&#39;s proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn&#39;t mean it won&#39;t do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea&#39;s move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea&#39;s founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea&#39;s total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea&#39;s investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea&#39;s core market, is one of the world&#39;s fastest-growing regions with a population rising over 50% faster than the United States&#39; and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee&#39;s revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea&#39;s global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>&#39;s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company&#39;s share price, Li assured employees in an email: &#34;Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>.&#34; Lee went on to say: &#34;The scale of our ambition remains unchanged: to make a long-lasting mark in history.&#34;</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea&#39;s strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't Let This 1 Decision Sour You on Sea Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018498353,"gmtCreate":1649075525809,"gmtModify":1676534445412,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wow&nbsp;","listText":"wow&nbsp;","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018498353","repostId":"1166573354","repostType":4,"repost":{"id":"1166573354","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649067720,"share":"https://ttm.financial/m/news/1166573354?lang=&edition=fundamental","pubTime":"2022-04-04 18:22","market":"us","language":"en","title":"Twitter Shares Soar More Than 25% after Elon Musk Takes 9% Stake in It","url":"https://stock-news.laohu8.com/highlight/detail?id=1166573354","media":"Tiger Newspress","summary":"Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.Musk owns 73,486,938 shares o","content":"<html><head></head><body><p>Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.<img src=\"https://static.tigerbbs.com/cd2c43c961af5ab3897095b5affaf2c9\" tg-width=\"866\" tg-height=\"875\" referrerpolicy=\"no-referrer\"/>Musk owns 73,486,938 shares of Twitter, which represents a 9.2% stake in the company, according to the Securities and Exchange Commission filing.</p><p>The stake is worth more than $2.8 billion, based Twitter’s closing price on Friday.</p><p>Musk is a frequent user of Twitter and has more than 80 million followers on the platform. However, some of his tweets have gotten the Tesla chief into hot water over the years.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Shares Soar More Than 25% after Elon Musk Takes 9% Stake in It</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\">\nTwitter Shares Soar More Than 25% after Elon Musk Takes 9% Stake in It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-04 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.<img src=\"https://static.tigerbbs.com/cd2c43c961af5ab3897095b5affaf2c9\" tg-width=\"866\" tg-height=\"875\" referrerpolicy=\"no-referrer\"/>Musk owns 73,486,938 shares of Twitter, which represents a 9.2% stake in the company, according to the Securities and Exchange Commission filing.</p><p>The stake is worth more than $2.8 billion, based Twitter’s closing price on Friday.</p><p>Musk is a frequent user of Twitter and has more than 80 million followers on the platform. However, some of his tweets have gotten the Tesla chief into hot water over the years.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166573354","content_text":"Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.Musk owns 73,486,938 shares of Twitter, which represents a 9.2% stake in the company, according to the Securities and Exchange Commission filing.The stake is worth more than $2.8 billion, based Twitter’s closing price on Friday.Musk is a frequent user of Twitter and has more than 80 million followers on the platform. However, some of his tweets have gotten the Tesla chief into hot water over the years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931970382,"gmtCreate":1662390379747,"gmtModify":1676537050700,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"ho","listText":"ho","text":"ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931970382","repostId":"1140356635","repostType":4,"repost":{"id":"1140356635","kind":"news","pubTimestamp":1662364813,"share":"https://ttm.financial/m/news/1140356635?lang=&edition=fundamental","pubTime":"2022-09-05 16:00","market":"other","language":"en","title":"SPY: Making Money In A Bear Market (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1140356635","media":"Seeking Alpha","summary":"SummaryThis is a technical analysis article on the SPY ETF. Professional traders hate risk and love ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>This is a technical analysis article on the SPY ETF. Professional traders hate risk and love &#34;sure things.&#34; Why? Because trading is risky enough. They prefer to make money the easy way.</li><li>They are always on the search for contrarian trades that are a &#34;slam dunk.&#34; Why? Because they don&#39;t want to be fired for being wrong.</li><li>They love being right all the time and getting big, fat bonuses at year end.</li><li>So what is a slam dunk in this bear market? Knowing that the Fed is in a bind and has to take the economy down which creates the bear market we trade.</li><li>What is the slam dunk rule? Buy puts or some other short strategy after every bounce, until the bottom bounce, which is still a very long way off.</li></ul><p>The easiest way to make money in a bear market (NYSEARCA:SPY) is to short every bounce as long as there is no bottom in place. There is no bottom in place yet for this market. TheSPY is targeting a retest of $364 and there is no indication that $364 is the bottom. The SPY could still go lower, based on the bind the Fed is in, because the Fed is targeting a 2.2% inflation rate. That is a long way off, and so is the bottoming process in the SPY determined by that Fed target.</p><p><b>Isn&#39;t Trading Very Risky?</b></p><p>Trading is risky enough, so the only way to reduce risk is to find slam dunk trades. To do that with any stock or the market, traders look for &#34;research&#34; that gives them the lowest risk, successful trade. That &#34;insightful information&#34; is hard to come by usually. However, in the case of this bear market, everyone has that insight, because the Fed is giving it free to everyone. Fed Chairman Powell just warned of the &#34;pain&#34; that is coming to bring inflation down.</p><p>Because the economy was running hot, with very high employment and very high inflation, the Fed has told us what they are going to do. Even if the Fed did not tell us, it was easy to see what they would have to do. With that knowledge we know this bear market will continue until it bottoms. With that obvious conclusion, we can find a way to make money in this bear market.</p><p>What&#39;s An Example Of A Successful Trade?</p><p>Friday was a good example of a bear market bounce where you could make money shorting. We actually provided a minute by minute description of the bounce on Friday morning, using our live charting system with comments. We watched the day traders short it on the opening gap. Then we watched it going up to be stopped by resistance.</p><p>For those subscribers that missed the live comments, we published an article as the bounce reached its top. We bought puts and we are still holding them. We are sitting on a nice profit because the bounce failed and then dropped back to the $392 support level. We have discussed this level frequently.</p><p><b>Where Is The Bottom Of This Bear Market?</b></p><p>We don&#39;t expect the support at $392 to hold and we don&#39;t expect another bounce from this level. Our short term target for the SPY is $388. As discussed here in previous articles, our longer term target is a retest of $364 and it could go lower to find a new bottom. Thus you can see why we are buying November, out of the money, puts to make easy money, as this bear market continues for the foreseeable future. The end of the recent big bounce up failed at $428 resistance, and we don&#39;t expect another big bounce until we retest $364 or from a lower bottom.</p><p><b>How Do The Pros Make Money In A Bear Market?</b></p><p>The professionals know all of this and are coining money on these slam dunk bounces. They are buying the S&amp;P VIX Index (VIX) or the ProShares UltraShort S&amp;P 500 (SDS) which go up when the market goes down. They are selling calls on their stock portfolios or buying puts like us. (Our Model Portfolio is in cash so we cannot sell calls) The professionals know how to make money in a bear market and so do we.</p><p>Everyone knows the rule: buy the dips and sell the tops. It works both in a bull market and in a bear market, as happened on Friday. Only the day-traders caught a little bit of the bounce, because they don&#39;t last long in a bear market. However, the dives, from the top of the bounce last much longer in a bear market and this is where the easy money is made by shorting or buying puts or buying the SDS.</p><p><b>When Was The Sell Signal On Friday&#39;s Bounce?</b></p><p>Here is the 5-minute chart showing the rise and fall of this bounce on Friday and how we called it minute by minute on our live charts for our subscribers.</p><p><img src=\"https://static.tigerbbs.com/15c79d5b3e782f9684a0f803719b0f4b\" tg-width=\"640\" tg-height=\"784\" referrerpolicy=\"no-referrer\"/></p><p>Buying Puts At The Top Of The Bounce (StockCharts.com)</p><p>Here are the minute by minute comments we gave our subscribers as we commented on the live charts. We signed off to publish the sell signal in an article to our subscribers and then to buy our puts.</p><p><i>9:55 am the day traders shorted the top but failed to fill the gap by covering early. I am still looking before the gap to be filled</i></p><p><i>10:27 surprising retest of 400 and I think another chance to short at 400 -401 price resistance especially on Friday in a bear market and holiday weekend when everyone goes home early especially daytraders</i></p><p><i>10:34 at 400.72 looking for sell signal, overbought, At price resistance, daytraders usually short</i></p><p><i>10:41 at 401.12 RSI overbought waiting for the breakdown sell signal by day traders.</i></p><p><i>10:46 at 401 toppy candlesticks inviting daytraders to short but they are waiting for RSI to turn down.</i></p><p><i>10:50 red candlestick, waiting for RSI breakdown for red vertical line</i></p><p><i>10:53 here come the sellers at 400, red vertical line now.</i></p><p><i>11:08 signing off, bye bye with this red vertical sell signal in place</i></p><p>As you can see on the above chart, the first RSI sell signal, at the top of the chart where we put the vertical red line, was a head fake. After filling the gap by taking price down, the day-traders then took it back up to the final wall of resistance at $401. The second vertical, red line, sell signal proved to be correct. That is where we ended our comments and wrote an article to our subscribers. Then we bought our puts as the RSI continued down, unlike the head fake, first red, vertical line. Our put position has a nice gain and is still open.</p><p><b>What&#39;s Ahead In The Coming Weeks?</b></p><p>So much for day-trading. Most of us are interested in what the weekly chart is telling us longer term about this market. It is not a pretty picture. As you can see, all the signals have turned down on the chart. This indicates to us, weeks of selling ahead that will take the SPY down to retest $364.</p><p>September is usually a terrible month according to the<i>Stock Traders Almanac</i>, which provides all the historical data on the market. To help things along, we have the Fed &#34;pain&#34; announcement coming on September 18th. We think the market bottoms in October and then we start the best six months for the stock market. In May we may finally see the bottom of this bear market.</p><p>Here is the weekly chart:</p><p><img src=\"https://static.tigerbbs.com/4b8c6b84f3e7b149c95d54de0b1f6f8d\" tg-width=\"640\" tg-height=\"784\" referrerpolicy=\"no-referrer\"/></p><p>SPY Targeting $364 (StockCharts.com)</p><p><b>Conclusion</b></p><p>The weekly chart has lagging, but more reliable signals than the daily chart. In other words, these signals do not reverse as quickly as the daily chart. We expect the negative trend of all these sell signals to continue for the coming weeks, still targeting $364. We will be shorting any bounce such as happened on Friday and you can tune in with our free trial.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: Making Money In A Bear Market (Technical Analysis)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: Making Money In A Bear Market (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538914-spy-making-money-bear-market-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis is a technical analysis article on the SPY ETF. Professional traders hate risk and love \"sure things.\" Why? Because trading is risky enough. They prefer to make money the easy way.They are...</p>\n\n<a href=\"https://seekingalpha.com/article/4538914-spy-making-money-bear-market-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4538914-spy-making-money-bear-market-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140356635","content_text":"SummaryThis is a technical analysis article on the SPY ETF. Professional traders hate risk and love \"sure things.\" Why? Because trading is risky enough. They prefer to make money the easy way.They are always on the search for contrarian trades that are a \"slam dunk.\" Why? Because they don't want to be fired for being wrong.They love being right all the time and getting big, fat bonuses at year end.So what is a slam dunk in this bear market? Knowing that the Fed is in a bind and has to take the economy down which creates the bear market we trade.What is the slam dunk rule? Buy puts or some other short strategy after every bounce, until the bottom bounce, which is still a very long way off.The easiest way to make money in a bear market (NYSEARCA:SPY) is to short every bounce as long as there is no bottom in place. There is no bottom in place yet for this market. TheSPY is targeting a retest of $364 and there is no indication that $364 is the bottom. The SPY could still go lower, based on the bind the Fed is in, because the Fed is targeting a 2.2% inflation rate. That is a long way off, and so is the bottoming process in the SPY determined by that Fed target.Isn't Trading Very Risky?Trading is risky enough, so the only way to reduce risk is to find slam dunk trades. To do that with any stock or the market, traders look for \"research\" that gives them the lowest risk, successful trade. That \"insightful information\" is hard to come by usually. However, in the case of this bear market, everyone has that insight, because the Fed is giving it free to everyone. Fed Chairman Powell just warned of the \"pain\" that is coming to bring inflation down.Because the economy was running hot, with very high employment and very high inflation, the Fed has told us what they are going to do. Even if the Fed did not tell us, it was easy to see what they would have to do. With that knowledge we know this bear market will continue until it bottoms. With that obvious conclusion, we can find a way to make money in this bear market.What's An Example Of A Successful Trade?Friday was a good example of a bear market bounce where you could make money shorting. We actually provided a minute by minute description of the bounce on Friday morning, using our live charting system with comments. We watched the day traders short it on the opening gap. Then we watched it going up to be stopped by resistance.For those subscribers that missed the live comments, we published an article as the bounce reached its top. We bought puts and we are still holding them. We are sitting on a nice profit because the bounce failed and then dropped back to the $392 support level. We have discussed this level frequently.Where Is The Bottom Of This Bear Market?We don't expect the support at $392 to hold and we don't expect another bounce from this level. Our short term target for the SPY is $388. As discussed here in previous articles, our longer term target is a retest of $364 and it could go lower to find a new bottom. Thus you can see why we are buying November, out of the money, puts to make easy money, as this bear market continues for the foreseeable future. The end of the recent big bounce up failed at $428 resistance, and we don't expect another big bounce until we retest $364 or from a lower bottom.How Do The Pros Make Money In A Bear Market?The professionals know all of this and are coining money on these slam dunk bounces. They are buying the S&P VIX Index (VIX) or the ProShares UltraShort S&P 500 (SDS) which go up when the market goes down. They are selling calls on their stock portfolios or buying puts like us. (Our Model Portfolio is in cash so we cannot sell calls) The professionals know how to make money in a bear market and so do we.Everyone knows the rule: buy the dips and sell the tops. It works both in a bull market and in a bear market, as happened on Friday. Only the day-traders caught a little bit of the bounce, because they don't last long in a bear market. However, the dives, from the top of the bounce last much longer in a bear market and this is where the easy money is made by shorting or buying puts or buying the SDS.When Was The Sell Signal On Friday's Bounce?Here is the 5-minute chart showing the rise and fall of this bounce on Friday and how we called it minute by minute on our live charts for our subscribers.Buying Puts At The Top Of The Bounce (StockCharts.com)Here are the minute by minute comments we gave our subscribers as we commented on the live charts. We signed off to publish the sell signal in an article to our subscribers and then to buy our puts.9:55 am the day traders shorted the top but failed to fill the gap by covering early. I am still looking before the gap to be filled10:27 surprising retest of 400 and I think another chance to short at 400 -401 price resistance especially on Friday in a bear market and holiday weekend when everyone goes home early especially daytraders10:34 at 400.72 looking for sell signal, overbought, At price resistance, daytraders usually short10:41 at 401.12 RSI overbought waiting for the breakdown sell signal by day traders.10:46 at 401 toppy candlesticks inviting daytraders to short but they are waiting for RSI to turn down.10:50 red candlestick, waiting for RSI breakdown for red vertical line10:53 here come the sellers at 400, red vertical line now.11:08 signing off, bye bye with this red vertical sell signal in placeAs you can see on the above chart, the first RSI sell signal, at the top of the chart where we put the vertical red line, was a head fake. After filling the gap by taking price down, the day-traders then took it back up to the final wall of resistance at $401. The second vertical, red line, sell signal proved to be correct. That is where we ended our comments and wrote an article to our subscribers. Then we bought our puts as the RSI continued down, unlike the head fake, first red, vertical line. Our put position has a nice gain and is still open.What's Ahead In The Coming Weeks?So much for day-trading. Most of us are interested in what the weekly chart is telling us longer term about this market. It is not a pretty picture. As you can see, all the signals have turned down on the chart. This indicates to us, weeks of selling ahead that will take the SPY down to retest $364.September is usually a terrible month according to theStock Traders Almanac, which provides all the historical data on the market. To help things along, we have the Fed \"pain\" announcement coming on September 18th. We think the market bottoms in October and then we start the best six months for the stock market. In May we may finally see the bottom of this bear market.Here is the weekly chart:SPY Targeting $364 (StockCharts.com)ConclusionThe weekly chart has lagging, but more reliable signals than the daily chart. In other words, these signals do not reverse as quickly as the daily chart. We expect the negative trend of all these sell signals to continue for the coming weeks, still targeting $364. We will be shorting any bounce such as happened on Friday and you can tune in with our free trial.","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042923511,"gmtCreate":1656424015033,"gmtModify":1676535825234,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042923511","repostId":"2246018247","repostType":4,"repost":{"id":"2246018247","kind":"highlight","pubTimestamp":1656421398,"share":"https://ttm.financial/m/news/2246018247?lang=&edition=fundamental","pubTime":"2022-06-28 21:03","market":"us","language":"en","title":"My 2 Best Growth Stocks to Buy and Hold Through Any Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2246018247","media":"Motley Fool","summary":"These two aren't completely recession-proof, but they're great long-term investments no matter what the economy does.","content":"<html><head></head><body><p>Few areas of the stock market have been spared in the recent downturn, but growth stocks have been hit particularly hard. Just as <a href=\"https://laohu8.com/S/AONE.U\">one</a> broad indicator of how poorly growth stocks have performed, the <b>Vanguard Growth ETF</b> (VUG -1.06%) is down by 28% from its 52-week high, 10 percentage points worse than the <b>S&amp;P 500</b> has performed. And many popular growth stocks have performed far worse.</p><p>That said, it&#39;s important to realize that not every beaten-down stock deserves to be trading at such a steep discount. Here are two growth stocks that I own in my personal portfolio that I plan to hold for years to come -- even if the economy falls into a deep recession.</p><h2>One trend that is bigger than any recession</h2><p>E-commerce has steadily risen as a percentage of U.S. retail sales over the past couple of decades but still makes up less than 15% of the overall retail landscape. And although its shares have fallen quite a bit, <b>Shopify</b> (SHOP -3.12%) could continue to be an excellent way to play it.</p><p>Shopify provides an online store platform for businesses, as well as a full suite of adjacent services that provide most tools businesses need to be successful in e-commerce. This includes payment processing solutions, shipping, installment payment capabilities, and much more. And Shopify is the clear leader in the space – in fact, more e-commerce sales took place through Shopify&#39;s platform last year than through <b>Walmart </b>and <b>Best Buy</b> <i>combined</i>.</p><p>To be sure, Shopify&#39;s revenue could take a hit in a recession, as the company&#39;s merchant customers could see sales slow. But with an estimated $160 billion addressable market opportunity and less than $5 billion in revenue over the past four quarters, Shopify could still be in the early stages of realizing its true potential.</p><h2>Lots of room to grow, and in several industries</h2><p><b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> (MELI -3.00%) often gets called the &#34;<b>Amazon</b> of Latin America,&#34; but even that doesn&#39;t do the company justice. It&#39;s more like the Amazon, <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>, and maybe even the Shopify, <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b>, and <b>FedEx </b>of Latin America, all in one stock, and at much earlier stages of growth.</p><p>In its core e-commerce business, MercadoLibre&#39;s marketplace is certainly an impressive one, with $7.7 billion in gross merchandise volume in the first quarter alone. And on the fintech side of the business, the Mercado Pago payment platform is processing over $100 billion in annualized volume.</p><p>These dollar amounts may sound enormous (and they are), but they represent roughly 6% and 8% of the volume of Amazon and PayPal, respectively. In addition, MercadoLibre has a large logistics platform (Mercado Envios); a young, fast-growing lending business (Mercado Credito); and several other smaller but high-potential initiatives.</p><p>To be sure, we could see sales growth slow in the near term, especially if the economy worsens in MercadoLibre&#39;s core Brazilian and Argentinian markets. But this is a powerhouse business that looks like an absolute bargain after the recent declines.</p><h2>Expect a short-term roller coaster ride</h2><p>Both of these companies are well run and have unstoppable tailwinds that should help keep their businesses growing for years to come. But to be clear, all could see growth slow down in a recession, and any economic fears could create significant turbulence in the near term.</p><p>In short, while I&#39;m confident investors who buy these growth stocks in the downturn will be happy with their decision in a few years, it&#39;s wise to expect some volatility in the meantime.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>My 2 Best Growth Stocks to Buy and Hold Through Any Recession</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\">\nMy 2 Best Growth Stocks to Buy and Hold Through Any Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/28/my-2-best-growth-stocks-to-buy-and-hold-through-an/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few areas of the stock market have been spared in the recent downturn, but growth stocks have been hit particularly hard. Just as one broad indicator of how poorly growth stocks have performed, the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/28/my-2-best-growth-stocks-to-buy-and-hold-through-an/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","MELI":"MercadoLibre"},"source_url":"https://www.fool.com/investing/2022/06/28/my-2-best-growth-stocks-to-buy-and-hold-through-an/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246018247","content_text":"Few areas of the stock market have been spared in the recent downturn, but growth stocks have been hit particularly hard. Just as one broad indicator of how poorly growth stocks have performed, the Vanguard Growth ETF (VUG -1.06%) is down by 28% from its 52-week high, 10 percentage points worse than the S&P 500 has performed. And many popular growth stocks have performed far worse.That said, it's important to realize that not every beaten-down stock deserves to be trading at such a steep discount. Here are two growth stocks that I own in my personal portfolio that I plan to hold for years to come -- even if the economy falls into a deep recession.One trend that is bigger than any recessionE-commerce has steadily risen as a percentage of U.S. retail sales over the past couple of decades but still makes up less than 15% of the overall retail landscape. And although its shares have fallen quite a bit, Shopify (SHOP -3.12%) could continue to be an excellent way to play it.Shopify provides an online store platform for businesses, as well as a full suite of adjacent services that provide most tools businesses need to be successful in e-commerce. This includes payment processing solutions, shipping, installment payment capabilities, and much more. And Shopify is the clear leader in the space – in fact, more e-commerce sales took place through Shopify's platform last year than through Walmart and Best Buy combined.To be sure, Shopify's revenue could take a hit in a recession, as the company's merchant customers could see sales slow. But with an estimated $160 billion addressable market opportunity and less than $5 billion in revenue over the past four quarters, Shopify could still be in the early stages of realizing its true potential.Lots of room to grow, and in several industriesMercadoLibre (MELI -3.00%) often gets called the \"Amazon of Latin America,\" but even that doesn't do the company justice. It's more like the Amazon, PayPal, and maybe even the Shopify, Block, and FedEx of Latin America, all in one stock, and at much earlier stages of growth.In its core e-commerce business, MercadoLibre's marketplace is certainly an impressive one, with $7.7 billion in gross merchandise volume in the first quarter alone. And on the fintech side of the business, the Mercado Pago payment platform is processing over $100 billion in annualized volume.These dollar amounts may sound enormous (and they are), but they represent roughly 6% and 8% of the volume of Amazon and PayPal, respectively. In addition, MercadoLibre has a large logistics platform (Mercado Envios); a young, fast-growing lending business (Mercado Credito); and several other smaller but high-potential initiatives.To be sure, we could see sales growth slow in the near term, especially if the economy worsens in MercadoLibre's core Brazilian and Argentinian markets. But this is a powerhouse business that looks like an absolute bargain after the recent declines.Expect a short-term roller coaster rideBoth of these companies are well run and have unstoppable tailwinds that should help keep their businesses growing for years to come. But to be clear, all could see growth slow down in a recession, and any economic fears could create significant turbulence in the near term.In short, while I'm confident investors who buy these growth stocks in the downturn will be happy with their decision in a few years, it's wise to expect some volatility in the meantime.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063080815,"gmtCreate":1651371655023,"gmtModify":1676534897046,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wuyeah","listText":"wuyeah","text":"wuyeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063080815","repostId":"1111010049","repostType":4,"repost":{"id":"1111010049","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651370179,"share":"https://ttm.financial/m/news/1111010049?lang=&edition=fundamental","pubTime":"2022-05-01 09:56","market":"us","language":"en","title":"Berkshire Meeting: Talk About Investments, Inflation, Markets, and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1111010049","media":"Tiger Newspress","summary":"The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, af","content":"<html><head></head><body><p>The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, after a two-year pandemic hiatus moved the so-called “Woodstock for Capitalists” online. Warren Buffett addressed the company’s massive stock purchases in the first quarter, the performance of its collection of businesses, and added his signature folksy anecdotes and life advice.</p><p>Tens of thousands of Buffett devoteeswere back in Omaha to hear fromthe legendary investorand Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO, scoop up discounts at a shareholder-only shopping day, and swap stories of their experiences following Berkshire over the years.</p><h3><b>Warren Buffett says inflation &#34;swindles almost everybody&#34;</b></h3><p>Berkshire Hathaway Chairman Warren Buffett on Saturday put fresh money behind Activision and Chevron and doled out sharp criticism against speculation in the market.</p><p>Speaking at Berkshire Hathaway&#39;s first in-person annual meeting since 2019, Buffett went so far as to say the market&#39;s turned into a &#34;gambling parlor.&#34;</p><p>The Oracle of Omaha also commented on inflation, building on prior remarks he has made. Buffett had previously said that inflation &#34;swindles&#34; equity investors, but noted Saturday that it &#34;swindles the bond investor, too. It swindles the person who keeps their cash under their mattress. It swindles almost everybody.&#34;</p><h3><b>Berkshire’s first-quarter results</b></h3><p>Buffett proceeded with an overview of Berkshire’s first-quarter financial results, which were released on Saturday morning. Operating earnings after taxes rose less than 1% from the year-earlier period, to about $7 billion. The company reduced the pace of its stock buybacks, but Berkshire was active in purchasing other companies’ shares.</p><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, and bought $51.9 billion in other equities. The company also sold $10.3 billion worth of non-Berkshire shares. Berkshire ended the period with $102.7 billion in cash and U.S. Treasury bills.</p><p>“We will always have a lot of cash on hand,” Buffett said.</p><p>A question addressed the performance of Berkshire’s Geico and BNSF Railway subsidiaries relative to competitors. Buffett kicked it over to Jain, who oversees Berkshire’s insurance operations, and Abel, who oversees non-insurance operations.</p><p>Jain admitted that lately Progressive (PGR) has done better than Geico in terms of its profit margin and growth rate. He attributed that to the Berkshire subsidiary’s later entry into telematics, or usage-based insurance, which adjusts customers’ rates based on how they drive. Progressive has years of additional data and experience in the business, but Jain said that Geico was seeing promising early results from its telematics policies, branded as DriveEasy.</p><p>Abel defended the approach of BNSF, which hasn’t been able to embrace precision-scheduled railroading as much of the railroad industry has.</p><h3><b>Berkshire is buying other companies’ stocks again</b></h3><p>The first question of the meeting was about Berkshire quickly becoming more active in the stock market. In Buffett’s 2021 annual shareholder letter, dated Feb. 26, he wrote that there were few attractive opportunities out there. Since then, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion, and scooped up billions of dollars of shares of <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and <a href=\"https://laohu8.com/S/HPQ\">HP</a>.</p><p>Asked what changed, Munger said: “We found some things we preferred owning to Treasury bills.” Buffett added, “As usual, Charlie has given the full answer, but I’ll still talk more and say less.”</p><p>Buffett explained that Occidental’s capital-return plans and higher oil prices in the wake of Russia’s invasion of Ukraine made the stock a buy, and that Alleghany was a natural fit for Berkshire’s insurance operations.</p><p>Buffett also said that Berkshire bought additional Apple stock in the first quarter. The company owned about 911 million shares of the iPhone maker at the end of March, versus 907.6 million at the end of 2021.</p><p>In February, Berkshire said that it owned about 14.7 million shares of Activision Blizzard (ATVI), which were acquired in October and November 2021. On Saturday, Buffett said that Berkshire now owns about 9.5% of Activision, or some 74 million shares—which were worth about $5.6 billion at Friday’s close. Microsoft (MSFT) has agreed to purchase the video-game developer for $95 per share, while shares have been trading in the high $70s and low $80s in recent months. Buffett expects the deal to go through—and for that gap to close.</p><h3><b>Berkshire isn’t buying back as much stock</b></h3><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, down from $6.9 billion in the fourth quarter and $27 billion for all of 2021. Buffett and Munger repurchase shares when they determine that their price is below Berkshire’s intrinsic value.</p><p>Buffett nonetheless extolled the virtues of stock buybacks for shareholders, pointing out that Berkshire’s stake in American Express had grown to about 20%, from 11%, over the years—without Berkshire buying any additional stock.</p><p>“Imagine you owned a farm and had 640 acres, farmed it every year, made a little money on it, enjoyed farming, and somehow 20 years later it turned into 1,100 or 1,200 acres,” Buffett said. “If you do it at the right price, there’s nothing better than buying back part of your own business.”</p><h3><b>Buffett isn’t trying to predict future inflation</b></h3><p>“It’s extraordinary how much [inflation] we’ve seen,” Buffett said, referring to increasing prices at Nebraska Furniture Mart and other Berkshire subsidiaries.</p><p>Buffett believes that the best defense against inflation is to be skilled at what you do, and to produce a good or service that will remain in demand which people will be willing to pay for.</p><p>“The best protection against inflation is your own personal earning power…No one can take your talent away from you,” Buffett said. “If you do something valuable and good for society, it doesn’t matter what the U.S. dollar does.”</p><p>Buffett said that predicting future inflation is a fool’s game, and that no one can really know how much inflation there will be over the next 10 years, or 12 months, or four weeks. “Inflation swindles almost everybody,” Buffett said, whether they are a stock investor, a bond investor, or a “cash-under-the-mattress person.”</p><h3><b>Warren Buffett rips Wall Street for turning the stock market into ‘a gambling parlor’</b></h3><p>Berkshire Hathaway CEO Warren Buffett lambasted Wall Street for encouraging speculative behavior in the stock market, effectively turning it into a “gambling parlor.”</p><p>Buffett, 91, spoke at length during his annual shareholder meeting Saturday about one of his favorite targets for criticism: investment banks and brokerages.</p><p>“Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,” Buffett said. “They don’t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.”</p><h3><b>Corporations shouldn’t take political positions, Buffett believes</b></h3><p>The first question of the afternoon session had to do with companies engaging in the political realm—and whether they should take official stances on controversial issues.</p><p>“I don’t put my citizenship in a blind trust when I take the job as CEO of Berkshire,” Buffett said. “But I’ve also learned that you can make a whole lot more people sustainably mad, than temporarily happy, on a variety of subjects.”</p><p>People who get upset may take it out on Berkshire’s subsidiaries and employees, Buffett noted, which isn’t fair to those workers. “I’ve come to the conclusion that the answer is ‘No,&#39;” Buffett said.</p><p>Berkshire stock has climbed about 7% so far this year, versus a 13% decline for the S&amp;P 500.</p><h3><b>Buffett gives his most expansive explanation for why he doesn’t believe in bitcoin</b></h3><p>Bitcoin has steadily been gaining acceptance from the traditional finance and investment world in recent years but Warren Buffett is sticking to his skeptical stance onbitcoin.</p><p>He said at the Berkshire Hathaway Annual Shareholder meeting Saturday that it’s not a productive asset and it doesn’t produce anything tangible. Despite a shift in public perception about the cryptocurrency, Buffett still wouldn’t buy it.</p><p>“Whether it goes up or down in the next year, or five or 10 years, I don’t know. But the one thing I’m pretty sure of is that it doesn’t produce anything,” Buffett said. “It’s got a magic to it and people have attached magics to lots of things.”</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Meeting: Talk About Investments, Inflation, Markets, and more</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\">\nBerkshire Meeting: Talk About Investments, Inflation, Markets, and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-01 09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, after a two-year pandemic hiatus moved the so-called “Woodstock for Capitalists” online. Warren Buffett addressed the company’s massive stock purchases in the first quarter, the performance of its collection of businesses, and added his signature folksy anecdotes and life advice.</p><p>Tens of thousands of Buffett devoteeswere back in Omaha to hear fromthe legendary investorand Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO, scoop up discounts at a shareholder-only shopping day, and swap stories of their experiences following Berkshire over the years.</p><h3><b>Warren Buffett says inflation &#34;swindles almost everybody&#34;</b></h3><p>Berkshire Hathaway Chairman Warren Buffett on Saturday put fresh money behind Activision and Chevron and doled out sharp criticism against speculation in the market.</p><p>Speaking at Berkshire Hathaway&#39;s first in-person annual meeting since 2019, Buffett went so far as to say the market&#39;s turned into a &#34;gambling parlor.&#34;</p><p>The Oracle of Omaha also commented on inflation, building on prior remarks he has made. Buffett had previously said that inflation &#34;swindles&#34; equity investors, but noted Saturday that it &#34;swindles the bond investor, too. It swindles the person who keeps their cash under their mattress. It swindles almost everybody.&#34;</p><h3><b>Berkshire’s first-quarter results</b></h3><p>Buffett proceeded with an overview of Berkshire’s first-quarter financial results, which were released on Saturday morning. Operating earnings after taxes rose less than 1% from the year-earlier period, to about $7 billion. The company reduced the pace of its stock buybacks, but Berkshire was active in purchasing other companies’ shares.</p><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, and bought $51.9 billion in other equities. The company also sold $10.3 billion worth of non-Berkshire shares. Berkshire ended the period with $102.7 billion in cash and U.S. Treasury bills.</p><p>“We will always have a lot of cash on hand,” Buffett said.</p><p>A question addressed the performance of Berkshire’s Geico and BNSF Railway subsidiaries relative to competitors. Buffett kicked it over to Jain, who oversees Berkshire’s insurance operations, and Abel, who oversees non-insurance operations.</p><p>Jain admitted that lately Progressive (PGR) has done better than Geico in terms of its profit margin and growth rate. He attributed that to the Berkshire subsidiary’s later entry into telematics, or usage-based insurance, which adjusts customers’ rates based on how they drive. Progressive has years of additional data and experience in the business, but Jain said that Geico was seeing promising early results from its telematics policies, branded as DriveEasy.</p><p>Abel defended the approach of BNSF, which hasn’t been able to embrace precision-scheduled railroading as much of the railroad industry has.</p><h3><b>Berkshire is buying other companies’ stocks again</b></h3><p>The first question of the meeting was about Berkshire quickly becoming more active in the stock market. In Buffett’s 2021 annual shareholder letter, dated Feb. 26, he wrote that there were few attractive opportunities out there. Since then, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion, and scooped up billions of dollars of shares of <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>, and <a href=\"https://laohu8.com/S/HPQ\">HP</a>.</p><p>Asked what changed, Munger said: “We found some things we preferred owning to Treasury bills.” Buffett added, “As usual, Charlie has given the full answer, but I’ll still talk more and say less.”</p><p>Buffett explained that Occidental’s capital-return plans and higher oil prices in the wake of Russia’s invasion of Ukraine made the stock a buy, and that Alleghany was a natural fit for Berkshire’s insurance operations.</p><p>Buffett also said that Berkshire bought additional Apple stock in the first quarter. The company owned about 911 million shares of the iPhone maker at the end of March, versus 907.6 million at the end of 2021.</p><p>In February, Berkshire said that it owned about 14.7 million shares of Activision Blizzard (ATVI), which were acquired in October and November 2021. On Saturday, Buffett said that Berkshire now owns about 9.5% of Activision, or some 74 million shares—which were worth about $5.6 billion at Friday’s close. Microsoft (MSFT) has agreed to purchase the video-game developer for $95 per share, while shares have been trading in the high $70s and low $80s in recent months. Buffett expects the deal to go through—and for that gap to close.</p><h3><b>Berkshire isn’t buying back as much stock</b></h3><p>Berkshire spent $3.2 billion on share repurchases in the first quarter, down from $6.9 billion in the fourth quarter and $27 billion for all of 2021. Buffett and Munger repurchase shares when they determine that their price is below Berkshire’s intrinsic value.</p><p>Buffett nonetheless extolled the virtues of stock buybacks for shareholders, pointing out that Berkshire’s stake in American Express had grown to about 20%, from 11%, over the years—without Berkshire buying any additional stock.</p><p>“Imagine you owned a farm and had 640 acres, farmed it every year, made a little money on it, enjoyed farming, and somehow 20 years later it turned into 1,100 or 1,200 acres,” Buffett said. “If you do it at the right price, there’s nothing better than buying back part of your own business.”</p><h3><b>Buffett isn’t trying to predict future inflation</b></h3><p>“It’s extraordinary how much [inflation] we’ve seen,” Buffett said, referring to increasing prices at Nebraska Furniture Mart and other Berkshire subsidiaries.</p><p>Buffett believes that the best defense against inflation is to be skilled at what you do, and to produce a good or service that will remain in demand which people will be willing to pay for.</p><p>“The best protection against inflation is your own personal earning power…No one can take your talent away from you,” Buffett said. “If you do something valuable and good for society, it doesn’t matter what the U.S. dollar does.”</p><p>Buffett said that predicting future inflation is a fool’s game, and that no one can really know how much inflation there will be over the next 10 years, or 12 months, or four weeks. “Inflation swindles almost everybody,” Buffett said, whether they are a stock investor, a bond investor, or a “cash-under-the-mattress person.”</p><h3><b>Warren Buffett rips Wall Street for turning the stock market into ‘a gambling parlor’</b></h3><p>Berkshire Hathaway CEO Warren Buffett lambasted Wall Street for encouraging speculative behavior in the stock market, effectively turning it into a “gambling parlor.”</p><p>Buffett, 91, spoke at length during his annual shareholder meeting Saturday about one of his favorite targets for criticism: investment banks and brokerages.</p><p>“Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,” Buffett said. “They don’t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.”</p><h3><b>Corporations shouldn’t take political positions, Buffett believes</b></h3><p>The first question of the afternoon session had to do with companies engaging in the political realm—and whether they should take official stances on controversial issues.</p><p>“I don’t put my citizenship in a blind trust when I take the job as CEO of Berkshire,” Buffett said. “But I’ve also learned that you can make a whole lot more people sustainably mad, than temporarily happy, on a variety of subjects.”</p><p>People who get upset may take it out on Berkshire’s subsidiaries and employees, Buffett noted, which isn’t fair to those workers. “I’ve come to the conclusion that the answer is ‘No,&#39;” Buffett said.</p><p>Berkshire stock has climbed about 7% so far this year, versus a 13% decline for the S&amp;P 500.</p><h3><b>Buffett gives his most expansive explanation for why he doesn’t believe in bitcoin</b></h3><p>Bitcoin has steadily been gaining acceptance from the traditional finance and investment world in recent years but Warren Buffett is sticking to his skeptical stance onbitcoin.</p><p>He said at the Berkshire Hathaway Annual Shareholder meeting Saturday that it’s not a productive asset and it doesn’t produce anything tangible. Despite a shift in public perception about the cryptocurrency, Buffett still wouldn’t buy it.</p><p>“Whether it goes up or down in the next year, or five or 10 years, I don’t know. But the one thing I’m pretty sure of is that it doesn’t produce anything,” Buffett said. “It’s got a magic to it and people have attached magics to lots of things.”</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111010049","content_text":"The Berkshire Hathaway annual shareholders meeting returned to a live, in-person format for 2022, after a two-year pandemic hiatus moved the so-called “Woodstock for Capitalists” online. Warren Buffett addressed the company’s massive stock purchases in the first quarter, the performance of its collection of businesses, and added his signature folksy anecdotes and life advice.Tens of thousands of Buffett devoteeswere back in Omaha to hear fromthe legendary investorand Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO, scoop up discounts at a shareholder-only shopping day, and swap stories of their experiences following Berkshire over the years.Warren Buffett says inflation \"swindles almost everybody\"Berkshire Hathaway Chairman Warren Buffett on Saturday put fresh money behind Activision and Chevron and doled out sharp criticism against speculation in the market.Speaking at Berkshire Hathaway's first in-person annual meeting since 2019, Buffett went so far as to say the market's turned into a \"gambling parlor.\"The Oracle of Omaha also commented on inflation, building on prior remarks he has made. Buffett had previously said that inflation \"swindles\" equity investors, but noted Saturday that it \"swindles the bond investor, too. It swindles the person who keeps their cash under their mattress. It swindles almost everybody.\"Berkshire’s first-quarter resultsBuffett proceeded with an overview of Berkshire’s first-quarter financial results, which were released on Saturday morning. Operating earnings after taxes rose less than 1% from the year-earlier period, to about $7 billion. The company reduced the pace of its stock buybacks, but Berkshire was active in purchasing other companies’ shares.Berkshire spent $3.2 billion on share repurchases in the first quarter, and bought $51.9 billion in other equities. The company also sold $10.3 billion worth of non-Berkshire shares. Berkshire ended the period with $102.7 billion in cash and U.S. Treasury bills.“We will always have a lot of cash on hand,” Buffett said.A question addressed the performance of Berkshire’s Geico and BNSF Railway subsidiaries relative to competitors. Buffett kicked it over to Jain, who oversees Berkshire’s insurance operations, and Abel, who oversees non-insurance operations.Jain admitted that lately Progressive (PGR) has done better than Geico in terms of its profit margin and growth rate. He attributed that to the Berkshire subsidiary’s later entry into telematics, or usage-based insurance, which adjusts customers’ rates based on how they drive. Progressive has years of additional data and experience in the business, but Jain said that Geico was seeing promising early results from its telematics policies, branded as DriveEasy.Abel defended the approach of BNSF, which hasn’t been able to embrace precision-scheduled railroading as much of the railroad industry has.Berkshire is buying other companies’ stocks againThe first question of the meeting was about Berkshire quickly becoming more active in the stock market. In Buffett’s 2021 annual shareholder letter, dated Feb. 26, he wrote that there were few attractive opportunities out there. Since then, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion, and scooped up billions of dollars of shares of Chevron, Occidental Petroleum, and HP.Asked what changed, Munger said: “We found some things we preferred owning to Treasury bills.” Buffett added, “As usual, Charlie has given the full answer, but I’ll still talk more and say less.”Buffett explained that Occidental’s capital-return plans and higher oil prices in the wake of Russia’s invasion of Ukraine made the stock a buy, and that Alleghany was a natural fit for Berkshire’s insurance operations.Buffett also said that Berkshire bought additional Apple stock in the first quarter. The company owned about 911 million shares of the iPhone maker at the end of March, versus 907.6 million at the end of 2021.In February, Berkshire said that it owned about 14.7 million shares of Activision Blizzard (ATVI), which were acquired in October and November 2021. On Saturday, Buffett said that Berkshire now owns about 9.5% of Activision, or some 74 million shares—which were worth about $5.6 billion at Friday’s close. Microsoft (MSFT) has agreed to purchase the video-game developer for $95 per share, while shares have been trading in the high $70s and low $80s in recent months. Buffett expects the deal to go through—and for that gap to close.Berkshire isn’t buying back as much stockBerkshire spent $3.2 billion on share repurchases in the first quarter, down from $6.9 billion in the fourth quarter and $27 billion for all of 2021. Buffett and Munger repurchase shares when they determine that their price is below Berkshire’s intrinsic value.Buffett nonetheless extolled the virtues of stock buybacks for shareholders, pointing out that Berkshire’s stake in American Express had grown to about 20%, from 11%, over the years—without Berkshire buying any additional stock.“Imagine you owned a farm and had 640 acres, farmed it every year, made a little money on it, enjoyed farming, and somehow 20 years later it turned into 1,100 or 1,200 acres,” Buffett said. “If you do it at the right price, there’s nothing better than buying back part of your own business.”Buffett isn’t trying to predict future inflation“It’s extraordinary how much [inflation] we’ve seen,” Buffett said, referring to increasing prices at Nebraska Furniture Mart and other Berkshire subsidiaries.Buffett believes that the best defense against inflation is to be skilled at what you do, and to produce a good or service that will remain in demand which people will be willing to pay for.“The best protection against inflation is your own personal earning power…No one can take your talent away from you,” Buffett said. “If you do something valuable and good for society, it doesn’t matter what the U.S. dollar does.”Buffett said that predicting future inflation is a fool’s game, and that no one can really know how much inflation there will be over the next 10 years, or 12 months, or four weeks. “Inflation swindles almost everybody,” Buffett said, whether they are a stock investor, a bond investor, or a “cash-under-the-mattress person.”Warren Buffett rips Wall Street for turning the stock market into ‘a gambling parlor’Berkshire Hathaway CEO Warren Buffett lambasted Wall Street for encouraging speculative behavior in the stock market, effectively turning it into a “gambling parlor.”Buffett, 91, spoke at length during his annual shareholder meeting Saturday about one of his favorite targets for criticism: investment banks and brokerages.“Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism,” Buffett said. “They don’t make money unless people do things, and they get a piece of them. They make a lot more money when people are gambling than when they are investing.”Corporations shouldn’t take political positions, Buffett believesThe first question of the afternoon session had to do with companies engaging in the political realm—and whether they should take official stances on controversial issues.“I don’t put my citizenship in a blind trust when I take the job as CEO of Berkshire,” Buffett said. “But I’ve also learned that you can make a whole lot more people sustainably mad, than temporarily happy, on a variety of subjects.”People who get upset may take it out on Berkshire’s subsidiaries and employees, Buffett noted, which isn’t fair to those workers. “I’ve come to the conclusion that the answer is ‘No,'” Buffett said.Berkshire stock has climbed about 7% so far this year, versus a 13% decline for the S&P 500.Buffett gives his most expansive explanation for why he doesn’t believe in bitcoinBitcoin has steadily been gaining acceptance from the traditional finance and investment world in recent years but Warren Buffett is sticking to his skeptical stance onbitcoin.He said at the Berkshire Hathaway Annual Shareholder meeting Saturday that it’s not a productive asset and it doesn’t produce anything tangible. Despite a shift in public perception about the cryptocurrency, Buffett still wouldn’t buy it.“Whether it goes up or down in the next year, or five or 10 years, I don’t know. But the one thing I’m pretty sure of is that it doesn’t produce anything,” Buffett said. “It’s got a magic to it and people have attached magics to lots of things.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069103423,"gmtCreate":1651243611815,"gmtModify":1676534877211,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"discount","listText":"discount","text":"discount","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069103423","repostId":"1167995903","repostType":4,"repost":{"id":"1167995903","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651238559,"share":"https://ttm.financial/m/news/1167995903?lang=&edition=fundamental","pubTime":"2022-04-29 21:22","market":"us","language":"en","title":"Elon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1167995903","media":"Tiger Newspress","summary":"Tesla IncChief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.Elon Musk sold roughly $8.4 billion worth ofTeslashares this week, following his bid to takeTwitterprivate, according to filings with the Securities and Exchange Commission.The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and","content":"<html><head></head><body><p>Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.</p><p><img src=\"https://static.tigerbbs.com/021032a2e64da7a5771a67edea680e33\" tg-width=\"1920\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.</p><p>The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.</p><p>The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.</p><p>As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.</p><p><img src=\"https://static.tigerbbs.com/d4c5558154485a849a9aa2d56f558eac\" tg-width=\"785\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Sold around $8.4 Billion Worth of Tesla Shares 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\">\nElon Musk Sold around $8.4 Billion Worth of Tesla Shares This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.</p><p><img src=\"https://static.tigerbbs.com/021032a2e64da7a5771a67edea680e33\" tg-width=\"1920\" tg-height=\"915\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.</p><p>The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.</p><p>The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.</p><p>As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.</p><p><img src=\"https://static.tigerbbs.com/d4c5558154485a849a9aa2d56f558eac\" tg-width=\"785\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167995903","content_text":"Tesla Inc Chief Executive Officer Elon Musk sold about 5.23 million shares in the electric vehicle maker, worth about $4.5 billion, in multiple open market sales on April 28, a securities filing showed on Friday.Elon Musk sold roughly $8.4 billion worth of Tesla shares this week, following his bid to take Twitter private, according to filings with the Securities and Exchange Commission.The Tesla and SpaceX CEO offloaded about 4.4 million shares of his electric vehicle company in trades on Tuesday and Wednesday.The first of the CEO’s sales were made on Tuesday, the filings showed. Tesla shares fell 12% that day.As the filings became public on Thursday night, Musk wrote on Twitter, “No further TSLA sales planned after today.” He made the remark in response to an account that heavily promotes Tesla stock, products and Musk on the social network.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086228049,"gmtCreate":1650463413680,"gmtModify":1676534729454,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"fall","listText":"fall","text":"fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086228049","repostId":"1167859150","repostType":4,"repost":{"id":"1167859150","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650462260,"share":"https://ttm.financial/m/news/1167859150?lang=&edition=fundamental","pubTime":"2022-04-20 21:44","market":"us","language":"en","title":"IBM Jumped Nearly 5% in Morning Trading for Its Optimistic Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1167859150","media":"Tiger Newspress","summary":"IBM rose nearly 5% in morning trading for its optimistic outlook.Revenue rose to $14.2 billion, from","content":"<html><head></head><body><p>IBM rose nearly 5% in morning trading for its optimistic outlook.<img src=\"https://static.tigerbbs.com/6e2af0b279f03fdf8e38b00feec8a048\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\"/>Revenue rose to $14.2 billion, from $13.19 billion a year earlier, beating analysts&#39; expected $13.78 billion, according to FactSet. The results were boosted by a 14% revenue increase from the hybrid cloud, which straddles public clouds, private clouds and as-a-service properties.</p><p>The company now expects revenue growth this year at the high end of its mid-single-digit forecast in constant currency. Incremental sales to Kyndryl Holdings Inc., the IT services business that IBM spun off last year, are expected to add 3.5 percentage points to 2022 revenue, it said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IBM Jumped Nearly 5% in Morning Trading for Its Optimistic Outlook</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\">\nIBM Jumped Nearly 5% in Morning Trading for Its Optimistic Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-20 21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>IBM rose nearly 5% in morning trading for its optimistic outlook.<img src=\"https://static.tigerbbs.com/6e2af0b279f03fdf8e38b00feec8a048\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\"/>Revenue rose to $14.2 billion, from $13.19 billion a year earlier, beating analysts&#39; expected $13.78 billion, according to FactSet. The results were boosted by a 14% revenue increase from the hybrid cloud, which straddles public clouds, private clouds and as-a-service properties.</p><p>The company now expects revenue growth this year at the high end of its mid-single-digit forecast in constant currency. Incremental sales to Kyndryl Holdings Inc., the IT services business that IBM spun off last year, are expected to add 3.5 percentage points to 2022 revenue, it said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167859150","content_text":"IBM rose nearly 5% in morning trading for its optimistic outlook.Revenue rose to $14.2 billion, from $13.19 billion a year earlier, beating analysts' expected $13.78 billion, according to FactSet. The results were boosted by a 14% revenue increase from the hybrid cloud, which straddles public clouds, private clouds and as-a-service properties.The company now expects revenue growth this year at the high end of its mid-single-digit forecast in constant currency. Incremental sales to Kyndryl Holdings Inc., the IT services business that IBM spun off last year, are expected to add 3.5 percentage points to 2022 revenue, it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014313281,"gmtCreate":1649603180102,"gmtModify":1676534536615,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"yo","listText":"yo","text":"yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014313281","repostId":"2226574336","repostType":4,"repost":{"id":"2226574336","kind":"highlight","pubTimestamp":1649553875,"share":"https://ttm.financial/m/news/2226574336?lang=&edition=fundamental","pubTime":"2022-04-10 09:24","market":"us","language":"en","title":"Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2226574336","media":"Motley Fool","summary":"A big decline in the technology-driven Nasdaq is the ideal time to invest in these innovative companies.","content":"<html><head></head><body><p>It&#39;s been a tumultuous start to 2022 for new and tenured investors. Both the iconic <b>Dow Jones Industrial Average</b> and widely followed <b>S&amp;P 500 </b>officially dipped into correction territory with drops surpassing 10%. But for the tech-focused <b>Nasdaq Composite</b>, the decline was even more pronounced. Between mid-November and mid-March, the famed index shed 22% of its value and briefly entered a bear market.</p><p>While big declines in the major market indexes can be scary in the short run, they&#39;ve historically proven to be the ideal time to put your money to work. That&#39;s because every notable dip in the market, which includes the Nasdaq Composite, has eventually been cleared away by a bull market rally.</p><p>Below are four beaten-down growth stocks you&#39;ll likely regret not buying on the bear market dip in the Nasdaq.</p><h2>CrowdStrike Holdings</h2><p>One of the smartest buys investors can make during the Nasdaq pullback is cybersecurity stock <b>CrowdStrike Holdings</b>. Shares of the company have fallen 26% since the Nasdaq hit an all-time high in November.</p><p>The beauty of cybersecurity stocks is that they&#39;ve evolved into a basic necessity service. With businesses shifting their data online and into the cloud at an accelerated rate since the pandemic began, the onus of protecting this data from hackers and robots is increasingly falling on third-party providers like CrowdStrike.</p><p>What makes CrowdStrike the cybersecurity company to own is its cloud-native security platform, known as Falcon. Falcon oversees about 1 trillion events daily and relies on artificial intelligence (AI) to keep end users safe. Since it&#39;s built in the cloud and leaning on AI, Falcon can identify and respond to end-user threats faster and more effectively than virtually all on-premises security solutions.</p><p>Over the past five years, CrowdStrike&#39;s subscriber count has catapulted from 450 to 16,325, which represents a compound annual growth rate of 105.1%.  Equally important, its existing customers are consistently spending more. In five years, the percentage of clients with four or more cloud-module subscriptions has jumped from less than 10% to 69%. This is why CrowdStrike&#39;s adjusted subscription gross margin is nearly 80%.</p><h2>PubMatic</h2><p>Another beaten-down high-growth stock you&#39;ll regret not buying on the dip is programmatic ad-tech company <b>PubMatic</b>. Shares of PubMatic are down more than 30% since November and almost 65% since hitting an all-time high in March 2021.</p><p>PubMatic&#39;s sustainable growth driver is the steady shift of advertising dollars from print to various digital formats. What PubMatic&#39;s cloud-based infrastructure does is oversee the sale of digital advertising space for its clients (i.e., publishers). Interestingly, this doesn&#39;t always mean placing the highest-priced ad in a display space. Rather, PubMatic&#39;s machine-learning algorithms will aim to place relevant ads in front of users. This keeps advertisers happy and can ultimately boost the long-term ad-pricing power for PubMatic&#39;s clients over the long run.</p><p>Although global digital ad spend is expected to increase by a little over 10% on an annual basis through 2024, PubMatic has been growing considerably faster.  Last year, the company&#39;s organic growth rate was 49% and was driven by mobile, video, and connected TV (CTV) programmatic ads. In fact, CTV ad revenue grew more than sixfold in the fourth quarter from the prior-year period.</p><p>With PubMatic profitable on a recurring basis and forecast to grow sales by close to 25% in 2022 and 2023, it makes for the perfect stock to buy following a big dip in the Nasdaq.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</h2><p>A third beaten-down growth stock that&#39;s begging to be bought on this decline is fintech giant <b>PayPal Holdings</b>. PayPal&#39;s stock has fallen 62% since July 2021.</p><p>As with CrowdStrike and PubMatic, PayPal has a no-brainer growth opportunity on its doorstep. In this instance, I&#39;m talking about digital payments. Even with competition in the digital payments space heating up, PayPal recorded $1.25 trillion in total payment volume (TPV) in 2021 and expects TPV will climb to or beyond $1.5 trillion in 2022.</p><p>What&#39;s arguably the most impressive aspect of PayPal is the growing number of payments from existing users. In 2020, there were fewer than 41 transactions per active account. Last year, this figure surpassed 45 per active account (over 19 billion transactions spanning 426 million active users).  These figures show how quickly the payments landscape is going digital.</p><p>PayPal&#39;s abundant cash flow has also allowed the company to roll out new products and services. The company began allowing users to buy, hold, and sell cryptocurrencies in 2020, and is tinkering with launching a U.S. stock trading platform. It used its mountain of cash to acquire buy now, pay later solutions company Paidy last September, too.</p><p>At just a hair over 20 times Wall Street&#39;s forward-year earnings forecast, PayPal is arguably the cheapest it&#39;s ever been as a public company.</p><h2>Upstart Holdings</h2><p>The fourth and final beaten-down growth stock you&#39;ll regret not buying on the dip is cloud-based lending platform <b>Upstart Holdings</b>. Shares of the company have lost three-quarters of their value since October and are down close to 55% since the Nasdaq Composite hit its all-time high.</p><p>Upstart&#39;s claim to fame is the company&#39;s AI-driven lending platform. The traditional loan-vetting process can take quite a bit of time and be costly for both lending institutions and the party looking for a loan. Upstart&#39;s AI-powered platform can give on-the-spot answers (approval or denial) to roughly two-thirds of personal loan applicants. Furthermore, because the platform relies on machine learning, people who might not otherwise qualify for a loan under the traditional vetting process are sometimes approved using Upstart&#39;s process. In other words, it&#39;s democratizing access to financial services without putting lending institutions at a higher risk of loan delinquencies.</p><p>Something else investors should take note of is that 94% of fourth-quarter revenue came from fees and services tied to the lending institutions it caters to. In short, there&#39;s no credit exposure or loan delinquency risk when it comes to Upstart. This means a rising-rate environment shouldn&#39;t chase investors away from this rapidly growing company.</p><p>If you need <a href=\"https://laohu8.com/S/AONE.U\">one</a> more good reason to be excited about Upstart (aside from the company crushing Wall Street&#39;s earnings expectations on a regular basis), consider its acquisition of Prodigy Software in 2021. This buyout allows Upstart to push into AI-based auto loans, which is a considerably larger addressable market than personal loans.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip</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\">\nNasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic Dow Jones Industrial Average and widely followed S&P 500 officially dipped into correction territory with drops ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4166":"消费信贷","BK4527":"明星科技股","PYPL":"PayPal","BK4543":"AI","AI":"C3.ai, Inc.","CTV":"Innovid","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","PUBM":"PubMatic, Inc.","UPST":"Upstart Holdings, Inc.","BK4528":"SaaS概念","BK4106":"数据处理与外包服务","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226574336","content_text":"It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic Dow Jones Industrial Average and widely followed S&P 500 officially dipped into correction territory with drops surpassing 10%. But for the tech-focused Nasdaq Composite, the decline was even more pronounced. Between mid-November and mid-March, the famed index shed 22% of its value and briefly entered a bear market.While big declines in the major market indexes can be scary in the short run, they've historically proven to be the ideal time to put your money to work. That's because every notable dip in the market, which includes the Nasdaq Composite, has eventually been cleared away by a bull market rally.Below are four beaten-down growth stocks you'll likely regret not buying on the bear market dip in the Nasdaq.CrowdStrike HoldingsOne of the smartest buys investors can make during the Nasdaq pullback is cybersecurity stock CrowdStrike Holdings. Shares of the company have fallen 26% since the Nasdaq hit an all-time high in November.The beauty of cybersecurity stocks is that they've evolved into a basic necessity service. With businesses shifting their data online and into the cloud at an accelerated rate since the pandemic began, the onus of protecting this data from hackers and robots is increasingly falling on third-party providers like CrowdStrike.What makes CrowdStrike the cybersecurity company to own is its cloud-native security platform, known as Falcon. Falcon oversees about 1 trillion events daily and relies on artificial intelligence (AI) to keep end users safe. Since it's built in the cloud and leaning on AI, Falcon can identify and respond to end-user threats faster and more effectively than virtually all on-premises security solutions.Over the past five years, CrowdStrike's subscriber count has catapulted from 450 to 16,325, which represents a compound annual growth rate of 105.1%.  Equally important, its existing customers are consistently spending more. In five years, the percentage of clients with four or more cloud-module subscriptions has jumped from less than 10% to 69%. This is why CrowdStrike's adjusted subscription gross margin is nearly 80%.PubMaticAnother beaten-down high-growth stock you'll regret not buying on the dip is programmatic ad-tech company PubMatic. Shares of PubMatic are down more than 30% since November and almost 65% since hitting an all-time high in March 2021.PubMatic's sustainable growth driver is the steady shift of advertising dollars from print to various digital formats. What PubMatic's cloud-based infrastructure does is oversee the sale of digital advertising space for its clients (i.e., publishers). Interestingly, this doesn't always mean placing the highest-priced ad in a display space. Rather, PubMatic's machine-learning algorithms will aim to place relevant ads in front of users. This keeps advertisers happy and can ultimately boost the long-term ad-pricing power for PubMatic's clients over the long run.Although global digital ad spend is expected to increase by a little over 10% on an annual basis through 2024, PubMatic has been growing considerably faster.  Last year, the company's organic growth rate was 49% and was driven by mobile, video, and connected TV (CTV) programmatic ads. In fact, CTV ad revenue grew more than sixfold in the fourth quarter from the prior-year period.With PubMatic profitable on a recurring basis and forecast to grow sales by close to 25% in 2022 and 2023, it makes for the perfect stock to buy following a big dip in the Nasdaq.PayPal HoldingsA third beaten-down growth stock that's begging to be bought on this decline is fintech giant PayPal Holdings. PayPal's stock has fallen 62% since July 2021.As with CrowdStrike and PubMatic, PayPal has a no-brainer growth opportunity on its doorstep. In this instance, I'm talking about digital payments. Even with competition in the digital payments space heating up, PayPal recorded $1.25 trillion in total payment volume (TPV) in 2021 and expects TPV will climb to or beyond $1.5 trillion in 2022.What's arguably the most impressive aspect of PayPal is the growing number of payments from existing users. In 2020, there were fewer than 41 transactions per active account. Last year, this figure surpassed 45 per active account (over 19 billion transactions spanning 426 million active users).  These figures show how quickly the payments landscape is going digital.PayPal's abundant cash flow has also allowed the company to roll out new products and services. The company began allowing users to buy, hold, and sell cryptocurrencies in 2020, and is tinkering with launching a U.S. stock trading platform. It used its mountain of cash to acquire buy now, pay later solutions company Paidy last September, too.At just a hair over 20 times Wall Street's forward-year earnings forecast, PayPal is arguably the cheapest it's ever been as a public company.Upstart HoldingsThe fourth and final beaten-down growth stock you'll regret not buying on the dip is cloud-based lending platform Upstart Holdings. Shares of the company have lost three-quarters of their value since October and are down close to 55% since the Nasdaq Composite hit its all-time high.Upstart's claim to fame is the company's AI-driven lending platform. The traditional loan-vetting process can take quite a bit of time and be costly for both lending institutions and the party looking for a loan. Upstart's AI-powered platform can give on-the-spot answers (approval or denial) to roughly two-thirds of personal loan applicants. Furthermore, because the platform relies on machine learning, people who might not otherwise qualify for a loan under the traditional vetting process are sometimes approved using Upstart's process. In other words, it's democratizing access to financial services without putting lending institutions at a higher risk of loan delinquencies.Something else investors should take note of is that 94% of fourth-quarter revenue came from fees and services tied to the lending institutions it caters to. In short, there's no credit exposure or loan delinquency risk when it comes to Upstart. This means a rising-rate environment shouldn't chase investors away from this rapidly growing company.If you need one more good reason to be excited about Upstart (aside from the company crushing Wall Street's earnings expectations on a regular basis), consider its acquisition of Prodigy Software in 2021. This buyout allows Upstart to push into AI-based auto loans, which is a considerably larger addressable market than personal loans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012591486,"gmtCreate":1649346576333,"gmtModify":1676534496139,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012591486","repostId":"1161686033","repostType":4,"repost":{"id":"1161686033","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649342618,"share":"https://ttm.financial/m/news/1161686033?lang=&edition=fundamental","pubTime":"2022-04-07 22:43","market":"us","language":"en","title":"Eli Lilly Shares Jumped over 2% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161686033","media":"Tiger Newspress","summary":"Eli Lilly Shares Jumped 2% in Morning Trading.Eli Lilly price target raised at Morgan Stanley on rob","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a> Shares Jumped 2% in Morning Trading.</p><p>Eli Lilly price target raised at Morgan Stanley on robust product outlook.</p><p><img src=\"https://static.tigerbbs.com/e15f430937d36cef0ff46e9b85742afd\" tg-width=\"907\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/>Morgan Stanley  is continuing its overweight rating on Morgan Stanley saying it has &#34;the most robust new product cycle (and hence growth) outlook in pharma.&#34;</p><p>The firm also raised its price target to $364 from $265.</p><p>Analyst Terence Flynn said that the pharma giant could launch five new drugs over the next two years, including donanemab for Alzheimer&#39;s disease and tirzepatide for diabetes. He projected those two drugs alone could have revenue of more than $5B in 2030.</p><p>Flynn estimates that the new product launches could increase Lilly&#39;s (LLY) top line by 40% and expand operating margins to 41% from 32% (both 2025 vs. 2022).</p><p>He gives donanemab a 50% probability of success and projects 2030 sales of ~$3B.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Eli Lilly Shares Jumped over 2% in Morning Trading</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\">\nEli Lilly Shares Jumped over 2% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a> Shares Jumped 2% in Morning Trading.</p><p>Eli Lilly price target raised at Morgan Stanley on robust product outlook.</p><p><img src=\"https://static.tigerbbs.com/e15f430937d36cef0ff46e9b85742afd\" tg-width=\"907\" tg-height=\"666\" referrerpolicy=\"no-referrer\"/>Morgan Stanley  is continuing its overweight rating on Morgan Stanley saying it has &#34;the most robust new product cycle (and hence growth) outlook in pharma.&#34;</p><p>The firm also raised its price target to $364 from $265.</p><p>Analyst Terence Flynn said that the pharma giant could launch five new drugs over the next two years, including donanemab for Alzheimer&#39;s disease and tirzepatide for diabetes. He projected those two drugs alone could have revenue of more than $5B in 2030.</p><p>Flynn estimates that the new product launches could increase Lilly&#39;s (LLY) top line by 40% and expand operating margins to 41% from 32% (both 2025 vs. 2022).</p><p>He gives donanemab a 50% probability of success and projects 2030 sales of ~$3B.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161686033","content_text":"Eli Lilly Shares Jumped 2% in Morning Trading.Eli Lilly price target raised at Morgan Stanley on robust product outlook.Morgan Stanley  is continuing its overweight rating on Morgan Stanley saying it has \"the most robust new product cycle (and hence growth) outlook in pharma.\"The firm also raised its price target to $364 from $265.Analyst Terence Flynn said that the pharma giant could launch five new drugs over the next two years, including donanemab for Alzheimer's disease and tirzepatide for diabetes. He projected those two drugs alone could have revenue of more than $5B in 2030.Flynn estimates that the new product launches could increase Lilly's (LLY) top line by 40% and expand operating margins to 41% from 32% (both 2025 vs. 2022).He gives donanemab a 50% probability of success and projects 2030 sales of ~$3B.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992540387,"gmtCreate":1661346539452,"gmtModify":1676536500449,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992540387","repostId":"1123698778","repostType":4,"repost":{"id":"1123698778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661343132,"share":"https://ttm.financial/m/news/1123698778?lang=&edition=fundamental","pubTime":"2022-08-24 20:12","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123698778","media":"Tiger Newspress","summary":"U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdo","content":"<html><head></head><body><p>U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve&#39;s annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.</p><p>Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a &#34;soft landing&#34;.</p><p><b>Market Snapshot</b></p><p>At 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&amp;P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.</p><p><img src=\"https://static.tigerbbs.com/074fd51ad167c5245bb4ebd33932ede9\" tg-width=\"420\" tg-height=\"183\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Bed Bath &amp; Beyond (BBBY) </b>– Bed Bath &amp; Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.</p><p><b>Nordstrom (JWN)</b> – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.</p><p><b>Intuit (INTU) </b>– Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.</p><p><b>Farfetch (FTCH)</b> – The luxury e-commerce specialist&#39;s stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland&#39;s Richemont for more than 50 million Farfetch shares.</p><p><b>Petco (</b><b>WOOF</b><b>)</b> – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.</p><p><b>Brinker International (EAT)</b> –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs.  It also issued a lower than expected full-year outlook.</p><p><b>Toll Brothers (TOL) </b>– Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.</p><p><b>Urban Outfitters (URBN)</b> – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.</p><p><b>La-Z-Boy (LZB)</b> – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.</p><p><b>Advance Auto Parts (AAP)</b> – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.</p><p><b>Market News</b></p><p><b>Goldman Says Hedge Funds Back Betting Big on Megacap Tech Stocks</b></p><p>Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.</p><p>Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.</p><p><b>Julian Robertson, Hedge-Fund Guru to &#34;Tiger Cubs,&#34; Dies</b></p><p>Julian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.</p><p>He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Futures Edge up; Bed Bath & Beyond Soars 31%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-24 20:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve&#39;s annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.</p><p>Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a &#34;soft landing&#34;.</p><p><b>Market Snapshot</b></p><p>At 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&amp;P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.</p><p><img src=\"https://static.tigerbbs.com/074fd51ad167c5245bb4ebd33932ede9\" tg-width=\"420\" tg-height=\"183\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Bed Bath &amp; Beyond (BBBY) </b>– Bed Bath &amp; Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.</p><p><b>Nordstrom (JWN)</b> – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.</p><p><b>Intuit (INTU) </b>– Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.</p><p><b>Farfetch (FTCH)</b> – The luxury e-commerce specialist&#39;s stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland&#39;s Richemont for more than 50 million Farfetch shares.</p><p><b>Petco (</b><b>WOOF</b><b>)</b> – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.</p><p><b>Brinker International (EAT)</b> –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs.  It also issued a lower than expected full-year outlook.</p><p><b>Toll Brothers (TOL) </b>– Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.</p><p><b>Urban Outfitters (URBN)</b> – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.</p><p><b>La-Z-Boy (LZB)</b> – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.</p><p><b>Advance Auto Parts (AAP)</b> – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.</p><p><b>Market News</b></p><p><b>Goldman Says Hedge Funds Back Betting Big on Megacap Tech Stocks</b></p><p>Hedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.</p><p>Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.</p><p><b>Julian Robertson, Hedge-Fund Guru to &#34;Tiger Cubs,&#34; Dies</b></p><p>Julian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.</p><p>He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","JWN":"诺德斯特龙","LZB":"La-Z-Boy家具","WOOF":"Petco Health and Wellness Company, Inc.","TOL":"托尔兄弟","BBBY":"3B家居",".SPX":"S&P 500 Index",".DJI":"道琼斯","INTU":"财捷","URBN":"都市服饰","EAT":"布林克国际","AAP":"Advance Auto Parts Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123698778","content_text":"U.S. stock index futures edge up on Wednesday although recent economic data fueled fears of a slowdown ahead of the Federal Reserve's annual conference this week where the central bank is expected to reinforce its commitment to getting inflation under control.Investor focus will be on the Jackson Hole symposium which begins on Thursday and remarks from Fed Chair Jerome Powell the day after for clues on whether the central bank can achieve a \"soft landing\".Market SnapshotAt 08:00 a.m. ET, Dow e-minis were up 30 points, or 0.09%, S&P 500 e-minis were up 8.75 points, or 0.21%, and Nasdaq 100 e-minis were up 30.75 points, or 0.24%.Pre-Market MoversBed Bath & Beyond (BBBY) – Bed Bath & Beyond surged 31.8% in premarket action after the Wall Street Journal reported that the housewares retailer had lined up financing to shore up its liquidity.Nordstrom (JWN) – Nordstrom shares tumbled 13% in the premarket after the retailer cut its full year outlook, saying foot traffic had diminished at the end of its most recent quarter and that it was aggressively working to cut inventory levels. Nordstrom reported better than expected profit and revenue for its second quarter.Intuit (INTU) – Intuit jumped 5.9% in premarket trading after beating Street forecasts for quarterly profit and revenue and issuing an upbeat forecast. The provider of financial software also raised its quarterly dividend by 15% and increased its share buyback authorization.Farfetch (FTCH) – The luxury e-commerce specialist's stock soared 18.4% in premarket action, following its deal to buy 47.5% of online fashion retailer YNAP from Switzerland's Richemont for more than 50 million Farfetch shares.Petco (WOOF) – The pet products retailer fell short of Street forecasts on both the top and bottom lines for its latest quarter, and cut its full year outlook as it faced higher costs. Petco shares fell 5.7% in the premarket.Brinker International (EAT) –The parent of the Chili’s and Maggiano’s restaurant chains saw its stock slide 7.3% in premarket trading after it missed estimates with its quarterly earnings, impacted by higher costs.  It also issued a lower than expected full-year outlook.Toll Brothers (TOL) – Toll Brothers slid 2.6% in premarket trading after the luxury home builder cut its deliveries guidance for the year amid supply chain issues and labor shortages. For its most recent quarter, Toll Brothers reported better than expected earnings but saw revenue fall short of Street forecasts.Urban Outfitters (URBN) – Urban Outfitters fell 1.5% in the premarket after the apparel retailer reported lower than expected quarterly profit. Urban Outfitters saw improved sales in its stores as customer traffic increased, but also reported a decline in digital sales.La-Z-Boy (LZB) – La-Z-Boy shares staged a 6.6% premarket rally after the furniture retailer reported a better than expected quarter and issued an upbeat outlook. It issued cautious comments regarding the possible impact of macroeconomic uncertainty.Advance Auto Parts (AAP) – Advance Auto Parts stumbled 5.9% in the premarket after missing analyst estimates on both the top and bottom lines for its latest quarter, as well as lowering its outlook. The auto parts retailer said inflation and higher fuel costs had a negative effect on its do-it-yourself business during the quarter.Market NewsGoldman Says Hedge Funds Back Betting Big on Megacap Tech StocksHedge funds ramped up bets on megacap US tech stocks and whittled down overall holdings to focus on favored names last quarter, with conviction climbing back to levels seen at the start of the pandemic, according to Goldman Sachs Group Inc.Amazon.com Inc. supplanted Microsoft Corp. as the most popular long position, a timely call given that the former has rallied 26% this quarter versus an 8% climb in the latter. The funds also boosted bets on Nvidia Corp., Apple Inc., Atlassian Corp. and Tesla Inc., according to the report.Julian Robertson, Hedge-Fund Guru to \"Tiger Cubs,\" DiesJulian Robertson, the billionaire Tiger Management founder who became one of his generation’s most successful hedge-fund managers and a mentor to a wave of investors known as Tiger Cubs, has died. He was 90.He died Tuesday morning at his home in Manhattan from cardiac complications, according to Fraser Seitel, a longtime spokesman for Robertson.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042797622,"gmtCreate":1656527945366,"gmtModify":1676535845659,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042797622","repostId":"2247564800","repostType":4,"repost":{"id":"2247564800","kind":"highlight","pubTimestamp":1656512826,"share":"https://ttm.financial/m/news/2247564800?lang=&edition=fundamental","pubTime":"2022-06-29 22:27","market":"us","language":"en","title":"Tesla: This Investment Is Not For The Faint-Hearted","url":"https://stock-news.laohu8.com/highlight/detail?id=2247564800","media":"seekingalpha","summary":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expe","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla is the world’s leading electric vehicle manufacturer.</li><li>The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.</li><li>The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.</li><li>Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a8ddcfd306d6221eb23ad49f4e085f\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>MikeMareen/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><blockquote>Reach for the stars, and if you don&#39;t grab &#39;em, at least you&#39;ll fall on top of the world</blockquote><p>I hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.</p><p>I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it&#39;s quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises &amp; setting goals that go far beyond the realms of &#34;ambitious.&#34;</p><p>Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.</p><p><b>Business Overview</b></p><p>Tesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.</p><p>Tesla is primarily an automotive company right now, and it has four car models:</p><ul><li>Model S: a 4-door, high performance sedan</li><li>Model 3: a 4-door, mid-size sedan designed for the mass-market</li><li>Model X: a mid-size, high-performance SUV</li><li>Model Y: a company SUV built on the Model 3 platform</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a52b2206e73300b606f427914d8d63\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>The rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66070afd3a5ab98e954039f1c27b5802\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><p>Tesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.</p><p>The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:</p><ul><li>In-house developed battery and powertrain technology</li><li>Self-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).</li><li>A network of Tesla Superchargers, which offer high-speed EV charging for Tesla owners</li><li>A direct-to-consumer sales approach through its website, and an international network of company owned stores</li><li>An insurance product which was launched in California in 2019, and has expanded into more and more states</li></ul><p>It would be possible to do a dedicated article on every single <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f883f28e00544dd09c773e389364f9\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>The Optimus Robot (Tesla)</span></p><p><b>Economic Moats</b></p><p>With every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.</p><p>The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.</p><p>This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:</p><blockquote>Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.</blockquote><blockquote>And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.</blockquote><p>So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…</p><p>Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.</p><p>Another network effect that I think is more realistic &amp; sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.</p><p>Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network &amp; ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?</p><p>Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d92e0d8f7493cae26081c74e9a6693b8\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>The final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7c781fe9080e9f67aa3ce0af810baa2\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Visual Capitalist</span></p><p>This is another one of the many reasons why Tesla is able to churn out industry-leading margins.</p><p>Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:</p><blockquote>I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.</blockquote><p>As you can also see, a strong brand gives pricing power &amp; this is just one other lever Tesla can pull in order to keep delivering strong financial results.</p><p>All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.</p><p><b>Outlook</b></p><p>I’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.</p><p>If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).</p><p><b>Management</b></p><p>When it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7ef06816853cbc8925c926acef1fb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>I also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.</p><p>But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c94e4e6285ec0abd74a194a9cf51c478\" tg-width=\"640\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Proxy Filing / Excel</span></p><p>I also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5a0db0f879ac0ac11e4ff2c8e86530d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Glassdoor</span></p><p><b>Financials</b></p><p>Tesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company&#39;s ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcd19b7e6b5ff0d24497bfe963e7db2\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>Revenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.</p><p>Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.</p><p><b>Valuation</b></p><p>As with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ad05f01f439dfffcb8971c90609b3c\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>My model assumes revenue growth of 50% for 2022, following Tesla&#39;s guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.</p><p>I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.</p><p>I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.</p><p>Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.</p><p>Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.</p><p><b>Risks</b></p><p>There are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very &#34;glass half empty,&#34; but it is useful for potential shareholders to familiarize themselves with these risks.</p><p>In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.</p><p>The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0180430811196be3b429d3a937fabcb2\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Annual Report</span></p><p>The final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I&#39;d expect the automotive industry to be hit particularly hard.</p><p><b>Summary</b></p><p>An investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a <b>tentative buy rating</b>. I wouldn’t be surprised to hear either of the following statements in 2030:</p><p>“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”</p><p><b>Or</b></p><p>“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”</p><p>Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: This Investment Is Not For The Faint-Hearted</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: This Investment Is Not For The Faint-Hearted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2247564800","content_text":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.MikeMareen/iStock Editorial via Getty ImagesInvestment ThesisReach for the stars, and if you don't grab 'em, at least you'll fall on top of the worldI hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it's quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises & setting goals that go far beyond the realms of \"ambitious.\"Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.Business OverviewTesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.Tesla is primarily an automotive company right now, and it has four car models:Model S: a 4-door, high performance sedanModel 3: a 4-door, mid-size sedan designed for the mass-marketModel X: a mid-size, high-performance SUVModel Y: a company SUV built on the Model 3 platformTeslaThe rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.StatistaTesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:In-house developed battery and powertrain technologySelf-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).A network of Tesla Superchargers, which offer high-speed EV charging for Tesla ownersA direct-to-consumer sales approach through its website, and an international network of company owned storesAn insurance product which was launched in California in 2019, and has expanded into more and more statesIt would be possible to do a dedicated article on every single one of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.The Optimus Robot (Tesla)Economic MoatsWith every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.Another network effect that I think is more realistic & sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network & ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.Tesla Q1'22 Investor PresentationThe final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.Visual CapitalistThis is another one of the many reasons why Tesla is able to churn out industry-leading margins.Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.As you can also see, a strong brand gives pricing power & this is just one other lever Tesla can pull in order to keep delivering strong financial results.All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.OutlookI’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).ManagementWhen it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.Tesla Q1'22 Investor PresentationI also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!Tesla 2021 Proxy Filing / ExcelI also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.GlassdoorFinancialsTesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company's ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.Tesla SEC Filings / ExcelRevenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.ValuationAs with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Tesla SEC Filings / ExcelMy model assumes revenue growth of 50% for 2022, following Tesla's guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.RisksThere are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very \"glass half empty,\" but it is useful for potential shareholders to familiarize themselves with these risks.In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.Tesla 2021 Annual ReportThe final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I'd expect the automotive industry to be hit particularly hard.SummaryAn investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a tentative buy rating. I wouldn’t be surprised to hear either of the following statements in 2030:“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”Or“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080179532,"gmtCreate":1649861454280,"gmtModify":1676534592583,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"wahaha","listText":"wahaha","text":"wahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080179532","repostId":"1165734323","repostType":4,"repost":{"id":"1165734323","kind":"news","pubTimestamp":1649863823,"share":"https://ttm.financial/m/news/1165734323?lang=&edition=fundamental","pubTime":"2022-04-13 23:30","market":"us","language":"en","title":"The Roadster Is Tesla and Elon Musk's New Cash Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=1165734323","media":"TheStreet","summary":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that $Tesla(TSLA)$ dominates the electric-vehicle market.","content":"<html><head></head><body><ul><li>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn&#39;t yet produced.</li></ul><p>There is no doubt that <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> dominates the electric-vehicle market.</p><p>The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia&#39;s invasion of Ukraine, which worsened soaring raw-materials prices like nickel.</p><p>Chief Executive Elon Musk&#39;s group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.</p><p>Meanwhile, <a href=\"https://laohu8.com/S/GM\">GM </a> and <a href=\"https://laohu8.com/S/F\">Ford</a> between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> for its part delivered 1,227 vehicles in the first three months.</p><p>Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.</p><p>Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.</p><p><b>Tesla Has Access to Free Money</b></p><p>Musk&#39;s firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.</p><p>The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.</p><p>But one of the three turns out to be a real cash machine for Tesla. It&#39;s the new Roadster.</p><p>The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.</p><p>For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.</p><p>Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.</p><p>Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.</p><p><img src=\"https://static.tigerbbs.com/2f53bfe9470f792ba3edbe51d808aecb\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><b>A Super Fast and Expensive Sports Car</b></p><p>Now Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.</p><p>&#34;Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,&#34; the carmaker says. &#34;Reservations are not final until the wire transfer payment is received.&#34;</p><p>Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.</p><p>While the first version of the Roadster, which marked Tesla&#39;s debut, was based on the Lotus Elise, this new version has completely new bases.</p><p>Inspired by the brand&#39;s models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.</p><p>In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.</p><p>The Roadster is &#34;the quickest car in the world, with record-setting acceleration, range and performance,&#34; Tesla says.</p><p>The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.</p><p>In terms of recharging, Tesla hasn&#39;t yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Roadster Is Tesla and Elon Musk's New Cash Machine</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\">\nThe Roadster Is Tesla and Elon Musk's New Cash Machine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The ...</p>\n\n<a href=\"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165734323","content_text":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia's invasion of Ukraine, which worsened soaring raw-materials prices like nickel.Chief Executive Elon Musk's group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.Meanwhile, GM  and Ford between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival Rivian for its part delivered 1,227 vehicles in the first three months.Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.Tesla Has Access to Free MoneyMusk's firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.But one of the three turns out to be a real cash machine for Tesla. It's the new Roadster.The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.A Super Fast and Expensive Sports CarNow Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.\"Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,\" the carmaker says. \"Reservations are not final until the wire transfer payment is received.\"Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.While the first version of the Roadster, which marked Tesla's debut, was based on the Lotus Elise, this new version has completely new bases.Inspired by the brand's models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.The Roadster is \"the quickest car in the world, with record-setting acceleration, range and performance,\" Tesla says.The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.In terms of recharging, Tesla hasn't yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011807492,"gmtCreate":1648851844326,"gmtModify":1676534408573,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"GOGOGO","listText":"GOGOGO","text":"GOGOGO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011807492","repostId":"1154335998","repostType":4,"repost":{"id":"1154335998","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648826062,"share":"https://ttm.financial/m/news/1154335998?lang=&edition=fundamental","pubTime":"2022-04-01 23:14","market":"us","language":"en","title":"Sea and Grab Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154335998","media":"Tiger Newspress","summary":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than ","content":"<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea and Grab Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154335998","content_text":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037120158,"gmtCreate":1648052324765,"gmtModify":1676534298067,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037120158","repostId":"2221037062","repostType":4,"repost":{"id":"2221037062","kind":"highlight","pubTimestamp":1648049400,"share":"https://ttm.financial/m/news/2221037062?lang=&edition=fundamental","pubTime":"2022-03-23 23:30","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2221037062","media":"Motley Fool","summary":"There are always stocks to buy if you're Ark Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s) stood pat on her buying urges. She lightened a few positions last week, but she failed to execute a buy order in any of the final three trading days of last week.</p><p>The streak ended on Monday. <b>Shopify</b>, <b>Twilio</b>, and <b>Adaptive Biotechnologies</b> are the three stocks that Ark Invest bought. What does Wood see in these three fast-growing companies? Let&#39;s take a closer look.</p><h2>Shopify</h2><p>It&#39;s been a rough few months for Shopify investors. The fast-growing e-commerce specialist has seen its stock plunge more than 60% since peaking in November. Shopify stock came back to life with last week&#39;s market rally in growth stocks, but a 12% slide on Monday to kick off this new trading week shows that shareholders are still looking to take profits following sharp upticks.</p><p>Revenue growth is slowing at Shopify. Its top line surged 86% in 2020, slowing to a 57% pace in 2021. Growth has decelerated sharply the last three quarters. Shopify itself was vague about its guidance, but analysts are holding out for a 31% increase in 2022. Shopify continues to stand out for its ability to arm merchants of all sizes with the tools to establish an online presence that plays nice with most popular e-commerce and social media platforms.</p><h2>Twilio</h2><p>There is a lot to like about Twilio, the undisputed leader of in-app communication solutions. Twilio&#39;s cloud-based tools help many of the most popular apps be more effective by providing two-way communication with users -- for everything from service notifications to verification -- without having to leave an app.</p><p>It&#39;s growing briskly. Revenue rose 61% in 2021, including a 54% year-over-year uptick for its latest quarter. Acquisitions have helped pad Twilio&#39;s growth over the years. Organic revenue rose a more modest 44% clip last year if you back out the bump in political election season revenue from late 2020, but the appeal of the platform remains strong. Retention rates are still healthy, and Twilio continues to successfully expand its offerings.</p><h2>Adaptive Biotechnologies</h2><p>It&#39;s been a rough year for Adaptive Biotechnologies. Its CFO resigned in January, and earlier this month the biotech upstart announced that it would be laying off 12% of its staff. The reorganization is part of Adaptive narrowing the focus of its immune system genetic sequencing technology to key in on minimal residual disease and immune medicine.</p><p>The stock has been cut by more than half so far in 2022, and it&#39;s down 82% since peaking 14 months ago. The technology is promising, and Adaptive Biotechnologies is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the stocks that Wood was buying earlier last week before she took a three-day break from purchases. Analysts don&#39;t see the company turning a profit for several more years, but that&#39;s not necessarily a deal breaker for biotech stocks as long as they have the liquidity in place to hold out for a medical breakthrough.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADPT":"Adaptive Biotechnologies Corp","TWLO":"Twilio Inc","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221037062","content_text":"Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs) stood pat on her buying urges. She lightened a few positions last week, but she failed to execute a buy order in any of the final three trading days of last week.The streak ended on Monday. Shopify, Twilio, and Adaptive Biotechnologies are the three stocks that Ark Invest bought. What does Wood see in these three fast-growing companies? Let's take a closer look.ShopifyIt's been a rough few months for Shopify investors. The fast-growing e-commerce specialist has seen its stock plunge more than 60% since peaking in November. Shopify stock came back to life with last week's market rally in growth stocks, but a 12% slide on Monday to kick off this new trading week shows that shareholders are still looking to take profits following sharp upticks.Revenue growth is slowing at Shopify. Its top line surged 86% in 2020, slowing to a 57% pace in 2021. Growth has decelerated sharply the last three quarters. Shopify itself was vague about its guidance, but analysts are holding out for a 31% increase in 2022. Shopify continues to stand out for its ability to arm merchants of all sizes with the tools to establish an online presence that plays nice with most popular e-commerce and social media platforms.TwilioThere is a lot to like about Twilio, the undisputed leader of in-app communication solutions. Twilio's cloud-based tools help many of the most popular apps be more effective by providing two-way communication with users -- for everything from service notifications to verification -- without having to leave an app.It's growing briskly. Revenue rose 61% in 2021, including a 54% year-over-year uptick for its latest quarter. Acquisitions have helped pad Twilio's growth over the years. Organic revenue rose a more modest 44% clip last year if you back out the bump in political election season revenue from late 2020, but the appeal of the platform remains strong. Retention rates are still healthy, and Twilio continues to successfully expand its offerings.Adaptive BiotechnologiesIt's been a rough year for Adaptive Biotechnologies. Its CFO resigned in January, and earlier this month the biotech upstart announced that it would be laying off 12% of its staff. The reorganization is part of Adaptive narrowing the focus of its immune system genetic sequencing technology to key in on minimal residual disease and immune medicine.The stock has been cut by more than half so far in 2022, and it's down 82% since peaking 14 months ago. The technology is promising, and Adaptive Biotechnologies is one of the stocks that Wood was buying earlier last week before she took a three-day break from purchases. Analysts don't see the company turning a profit for several more years, but that's not necessarily a deal breaker for biotech stocks as long as they have the liquidity in place to hold out for a medical breakthrough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999456399,"gmtCreate":1660574879413,"gmtModify":1676535563279,"author":{"id":"3585835739413744","authorId":"3585835739413744","name":"YoNgJuN","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585835739413744","idStr":"3585835739413744"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HAPP\">$Happiness Development Group Limited(HAPP)$</a>hah","listText":"<a href=\"https://ttm.financial/S/HAPP\">$Happiness Development Group Limited(HAPP)$</a>hah","text":"$Happiness Development Group Limited(HAPP)$hah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9999456399","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}