indietro_ personal page - To The Moon

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2022-06-16

$NIO Inc.(NIO)$Buy

2022-06-16

$Apple(AAPL)$Sad

2022-06-15

$Meta Platforms, Inc.(META)$☠️☠️☠️

2022-06-15

$Apple(AAPL)$Sell now?

2022-06-14

$Chubb(CB)$Buy more

2022-06-14

$Apple(AAPL)$Sad

2022-06-03

$Virgin Galactic(SPCE)$Oh no

2022-06-02

$Chubb(CB)$Good

2022-06-02

$Apple(AAPL)$Lolol ok

2022-06-01

$Meta Platforms, Inc.(FB)$What to do

2022-06-01

$Apple(AAPL)$Wee

2022-05-31

$Apple(AAPL)$Ok

2022-05-31

$Uber(UBER)$Sell

2022-05-31

Thanks

@ASX_Stars:💰💰Must-read! The Top 10 ASX Stocks Recommended by Tigers

2022-05-30

$Apple(AAPL)$Ok

2022-05-30

$WR Berkley(WRB)$Good

2022-05-29

$Chubb(CB)$Oh yes

2022-05-29

$Apple(AAPL)$Ok

2022-05-27

$Apple(AAPL)$Ok

2022-05-27

$Twitter(TWTR)$Ok

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The Top 10 ASX Stocks Recommended by Tigers","htmlText":"😎Hi&nbsp;Tigers,We've&nbsp;learned <a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a> historically goes up 9 out of every 10 years,&nbsp;so&nbsp;far&nbsp;in&nbsp;2022,&nbsp;XJO&nbsp;dropped&nbsp;3.5%,&nbsp;but&nbsp;did&nbsp;try&nbsp;to&nbsp;breakthrough&nbsp;the&nbsp;historical&nbsp;height&nbsp;set&nbsp;in&nbsp;August&nbsp;2021.Do&nbsp;you&nbsp;have&nbsp;confidence&nbsp;in&nbsp;current&nbsp;market?&nbsp;Under&nbsp;the&nbsp;rate&nbsp;hike&nbsp;market,&nbsp;what&nbsp;ASX&nbsp;stocks&nbsp;you&nbsp;think&nbsp;are&nbsp;safer&nbsp;or&nbsp;valuable&nbsp;to&nbsp;hold&nbsp;in&nbsp;long&nbsp;term?Below&nbsp;are&nbsp;11&nbsp;AU&nbsp;stocks&nbsp;recommended&nbsp;by&nbsp;tigers&nbsp;from&nbsp;the&nbsp;event<a href=\"https://ttm.financial/TW/9021807007\" target=\"_blank\">【E</a>","listText":"😎Hi&nbsp;Tigers,We've&nbsp;learned <a target=\"_blank\" href=\"https://laohu8.com/S/XJO.AU\">$S&amp;P/ASX 200(XJO.AU)$</a> historically goes up 9 out of every 10 years,&nbsp;so&nbsp;far&nbsp;in&nbsp;2022,&nbsp;XJO&nbsp;dropped&nbsp;3.5%,&nbsp;but&nbsp;did&nbsp;try&nbsp;to&nbsp;breakthrough&nbsp;the&nbsp;historical&nbsp;height&nbsp;set&nbsp;in&nbsp;August&nbsp;2021.Do&nbsp;you&nbsp;have&nbsp;confidence&nbsp;in&nbsp;current&nbsp;market?&nbsp;Under&nbsp;the&nbsp;rate&nbsp;hike&nbsp;market,&nbsp;what&nbsp;ASX&nbsp;stocks&nbsp;you&nbsp;think&nbsp;are&nbsp;safer&nbsp;or&nbsp;valuable&nbsp;to&nbsp;hold&nbsp;in&nbsp;long&nbsp;term?Below&nbsp;are&nbsp;11&nbsp;AU&nbsp;stocks&nbsp;recommended&nbsp;by&nbsp;tigers&nbsp;from&nbsp;the&nbsp;event<a href=\"https://ttm.financial/TW/9021807007\" target=\"_blank\">【E</a>","text":"😎Hi Tigers,We've learned $S&P/ASX 200(XJO.AU)$ historically goes up 9 out of every 10 years, so far in 2022, XJO dropped 3.5%, but did try to breakthrough the historical height set in August 2021.Do you have confidence in current market? Under the rate hike market, what ASX stocks you think are safer or valuable to hold in long term?Below are 11 AU stocks recommended by tigers from the event【E","images":[{"img":"https://community-static.tradeup.com/news/3fab01461f4b9125c13f0ba73c1a805b","width":"840","height":"470"},{"img":"https://community-static.tradeup.com/news/af3934b92ca8e1c686b3f5c3ab21985b","width":"840","height":"470"},{"img":"https://community-static.tradeup.com/news/dcc10abb3285ab18ab34c036d669865e","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025205983","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024545701,"gmtCreate":1653893256503,"gmtModify":1676535359194,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"<a 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Berkley(WRB)$</a>Good&nbsp;","listText":"<a href=\"https://ttm.financial/S/WRB\">$WR Berkley(WRB)$</a>Good&nbsp;","text":"$WR Berkley(WRB)$Good","images":[{"img":"https://community-static.tradeup.com/news/6f7268d8a0b75a045c437dc1fc36d9bd","width":"1125","height":"3199"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024545549","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9024920955,"gmtCreate":1653790353977,"gmtModify":1676535341711,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CB\">$Chubb(CB)$</a>Oh yes&nbsp;","listText":"<a href=\"https://ttm.financial/S/CB\">$Chubb(CB)$</a>Oh yes&nbsp;","text":"$Chubb(CB)$Oh yes","images":[{"img":"https://community-static.tradeup.com/news/cf8f90e1e227a9184d2c53caeee00de0","width":"1125","height":"3199"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024920955","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9024967448,"gmtCreate":1653790336284,"gmtModify":1676535341703,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Ok&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Ok&nbsp;","text":"$Apple(AAPL)$Ok","images":[{"img":"https://community-static.tradeup.com/news/c026e544047f1d153e1277df7bdc8afe","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024967448","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025878057,"gmtCreate":1653664562280,"gmtModify":1676535323693,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Ok","listText":"<a 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href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>Ok","text":"$Twitter(TWTR)$Ok","images":[{"img":"https://community-static.tradeup.com/news/e3a8b22da6a733551b0e9169606c2b40","width":"1125","height":"3373"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025871802","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":899559530,"gmtCreate":1628207580620,"gmtModify":1703503052965,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/899559530","repostId":"2157456017","repostType":4,"repost":{"id":"2157456017","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":1628204156,"share":"https://ttm.financial/m/news/2157456017?lang=&edition=fundamental","pubTime":"2021-08-06 06:55","market":"us","language":"en","title":"Nasdaq, S&P 500, set records as jobless claims decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2157456017","media":"Reuters","summary":"* Nasdaq, S&P 500 close at record highs\n* Layoff at lowest in over 21 years\n* Healthcare and materia","content":"<p>* Nasdaq, S&amp;P 500 close at record highs</p>\n<p>* Layoff at lowest in over 21 years</p>\n<p>* Healthcare and materials sectoral losers on S&amp;P 500</p>\n<p>Aug 5 (Reuters) - The Nasdaq and S&amp;P 500 closed at record levels on Thursday after a spate of strong corporate earnings and a further decline in U.S. unemployment claims last week, as investors weighed concerns of the surge of the Delta variant ahead of Friday's job's report.</p>\n<p>Initial claims for state unemployment benefits fell by 14,000 to 385,000 in the week ended July 31, while layoffs dropped to their lowest level in more than 21 years last month as companies held on to their workers amid a labor shortage, the Labor Department's report showed.</p>\n<p>\"The directional change has continued to be improving in the last few weeks and now it's a new low since beginning the pandemic,\" said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta, Georgia. \"I think that's what (is) kind of leading to some optimism today and earnings to this point have been positive.\"</p>\n<p>Nine of the 11 major S&amp;P 500 sector indexes rose, with healthcare stocks in the red as Cigna Corp slipped 10.9% after predicting a bigger hit to full-year earnings from the pandemic.</p>\n<p>Focus will now shift to the jobs report for July on Friday. Analysts say a disappointing number might raise questions about an economic recovery, but it could also lead the Federal Reserve to remain accommodative.</p>\n<p>Meanwhile, Robinhood Markets Inc tumbled 27.6%, snapping a four-day rally fueled by interest from retail traders.</p>\n<p>ViacomCBS Inc jumped 7.1% as the company said it signed up the highest number of new streaming subscribers in the second quarter, and struck a multi-year deal with Comcast Corp's&nbsp;Sky to launch the Paramount+ streaming service in Europe.</p>\n<p>The Dow Jones Industrial Average rose 271.58 points, or 0.78%, to 35,064.25, the S&amp;P 500 gained 26.44 points, or 0.60%, to 4,429.1 and the Nasdaq Composite added 114.58 points, or 0.78%, to 14,895.12.</p>\n<p>Concerns about the pace of economic growth and higher inflation have pressured the S&amp;P 500 index, but stellar corporate earnings so far have put it on track to end the week higher.</p>\n<p>Fed Vice Chair Richard Clarida, a major architect of the central bank's new policy strategy, said on Wednesday he felt the conditions for raising interest rates could be met by the end of 2022.</p>\n<p>Volume on U.S. exchanges was 8.86 billion shares, compared with the 9.63 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.06-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 111 new highs and 103 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq, S&P 500, set records as jobless claims decline</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, S&P 500, set records as jobless claims decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-06 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Nasdaq, S&amp;P 500 close at record highs</p>\n<p>* Layoff at lowest in over 21 years</p>\n<p>* Healthcare and materials sectoral losers on S&amp;P 500</p>\n<p>Aug 5 (Reuters) - The Nasdaq and S&amp;P 500 closed at record levels on Thursday after a spate of strong corporate earnings and a further decline in U.S. unemployment claims last week, as investors weighed concerns of the surge of the Delta variant ahead of Friday's job's report.</p>\n<p>Initial claims for state unemployment benefits fell by 14,000 to 385,000 in the week ended July 31, while layoffs dropped to their lowest level in more than 21 years last month as companies held on to their workers amid a labor shortage, the Labor Department's report showed.</p>\n<p>\"The directional change has continued to be improving in the last few weeks and now it's a new low since beginning the pandemic,\" said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta, Georgia. \"I think that's what (is) kind of leading to some optimism today and earnings to this point have been positive.\"</p>\n<p>Nine of the 11 major S&amp;P 500 sector indexes rose, with healthcare stocks in the red as Cigna Corp slipped 10.9% after predicting a bigger hit to full-year earnings from the pandemic.</p>\n<p>Focus will now shift to the jobs report for July on Friday. Analysts say a disappointing number might raise questions about an economic recovery, but it could also lead the Federal Reserve to remain accommodative.</p>\n<p>Meanwhile, Robinhood Markets Inc tumbled 27.6%, snapping a four-day rally fueled by interest from retail traders.</p>\n<p>ViacomCBS Inc jumped 7.1% as the company said it signed up the highest number of new streaming subscribers in the second quarter, and struck a multi-year deal with Comcast Corp's&nbsp;Sky to launch the Paramount+ streaming service in Europe.</p>\n<p>The Dow Jones Industrial Average rose 271.58 points, or 0.78%, to 35,064.25, the S&amp;P 500 gained 26.44 points, or 0.60%, to 4,429.1 and the Nasdaq Composite added 114.58 points, or 0.78%, to 14,895.12.</p>\n<p>Concerns about the pace of economic growth and higher inflation have pressured the S&amp;P 500 index, but stellar corporate earnings so far have put it on track to end the week higher.</p>\n<p>Fed Vice Chair Richard Clarida, a major architect of the central bank's new policy strategy, said on Wednesday he felt the conditions for raising interest rates could be met by the end of 2022.</p>\n<p>Volume on U.S. exchanges was 8.86 billion shares, compared with the 9.63 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.06-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 111 new highs and 103 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","CMCSA":"康卡斯特","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","SPY":"标普500ETF","HOOD":"Robinhood","CI":"信诺保险","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157456017","content_text":"* Nasdaq, S&P 500 close at record highs\n* Layoff at lowest in over 21 years\n* Healthcare and materials sectoral losers on S&P 500\nAug 5 (Reuters) - The Nasdaq and S&P 500 closed at record levels on Thursday after a spate of strong corporate earnings and a further decline in U.S. unemployment claims last week, as investors weighed concerns of the surge of the Delta variant ahead of Friday's job's report.\nInitial claims for state unemployment benefits fell by 14,000 to 385,000 in the week ended July 31, while layoffs dropped to their lowest level in more than 21 years last month as companies held on to their workers amid a labor shortage, the Labor Department's report showed.\n\"The directional change has continued to be improving in the last few weeks and now it's a new low since beginning the pandemic,\" said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta, Georgia. \"I think that's what (is) kind of leading to some optimism today and earnings to this point have been positive.\"\nNine of the 11 major S&P 500 sector indexes rose, with healthcare stocks in the red as Cigna Corp slipped 10.9% after predicting a bigger hit to full-year earnings from the pandemic.\nFocus will now shift to the jobs report for July on Friday. Analysts say a disappointing number might raise questions about an economic recovery, but it could also lead the Federal Reserve to remain accommodative.\nMeanwhile, Robinhood Markets Inc tumbled 27.6%, snapping a four-day rally fueled by interest from retail traders.\nViacomCBS Inc jumped 7.1% as the company said it signed up the highest number of new streaming subscribers in the second quarter, and struck a multi-year deal with Comcast Corp's Sky to launch the Paramount+ streaming service in Europe.\nThe Dow Jones Industrial Average rose 271.58 points, or 0.78%, to 35,064.25, the S&P 500 gained 26.44 points, or 0.60%, to 4,429.1 and the Nasdaq Composite added 114.58 points, or 0.78%, to 14,895.12.\nConcerns about the pace of economic growth and higher inflation have pressured the S&P 500 index, but stellar corporate earnings so far have put it on track to end the week higher.\nFed Vice Chair Richard Clarida, a major architect of the central bank's new policy strategy, said on Wednesday he felt the conditions for raising interest rates could be met by the end of 2022.\nVolume on U.S. exchanges was 8.86 billion shares, compared with the 9.63 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.06-to-1 ratio; on Nasdaq, a 2.26-to-1 ratio favored advancers.\nThe S&P 500 posted 52 new 52-week highs and 4 new lows; the Nasdaq Composite recorded 111 new highs and 103 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888712712,"gmtCreate":1631529104036,"gmtModify":1676530566472,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/888712712","repostId":"2167630550","repostType":4,"repost":{"id":"2167630550","pubTimestamp":1631516701,"share":"https://ttm.financial/m/news/2167630550?lang=&edition=fundamental","pubTime":"2021-09-13 15:05","market":"us","language":"en","title":"Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2167630550","media":"MarketWatch","summary":"Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af","content":"<p>Apple looks to refocus on the iPhone after App Store legal blow</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1306d1e47e19f9fe4f1d6a24c7e3ba44\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Apple is set to unveil new devices at a Tuesday event.</span></p>\n<p>Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.</p>\n<p>The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.</p>\n<p>But the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.</p>\n<p>The rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.</p>\n<p>\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>Here's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.</p>\n<p><b>iPhone</b></p>\n<p>The iPhone has been the centerpiece of Apple's fall events and should be again this year.</p>\n<p>The company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.</p>\n<p>Apple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.</p>\n<p>The biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.</p>\n<p>There's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.</p>\n<p><b>Augmented reality</b></p>\n<p>Apple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to <a href=\"https://laohu8.com/S/EFFE\">Global X</a> research analyst Pedro Palandrani that the company could be planning a significant AR announcement.</p>\n<p>The \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) recently unveiled its own pair of smart glasses.</p>\n<p>Whether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.</p>\n<p>\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"</p>\n<p>Evercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"</p>\n<p><b>Apple Watch</b></p>\n<p>Apple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.</p>\n<p>The Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.</p>\n<p>The devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.</p>\n<p><b>AirPods</b></p>\n<p>Apple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.</p>\n<p>To start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.</p>\n<p>Apple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday</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\">\nHere's what Apple is expected to announce at its iPhone 13 launch event Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167630550","content_text":"Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.\nThe smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple $(AAPL)$ could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.\nBut the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.\nThe rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.\n\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nHere's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.\niPhone\nThe iPhone has been the centerpiece of Apple's fall events and should be again this year.\nThe company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.\nApple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.\nThe biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.\nThere's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit $(LEO)$ satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.\nAugmented reality\nApple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to Global X research analyst Pedro Palandrani that the company could be planning a significant AR announcement.\nThe \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. Facebook Inc. (FB) recently unveiled its own pair of smart glasses.\nWhether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.\n\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"\nEvercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"\nApple Watch\nApple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.\nThe Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.\nThe devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.\nAirPods\nApple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.\nTo start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.\nApple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018970875,"gmtCreate":1648963403480,"gmtModify":1676534429539,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018970875","repostId":"1119316511","repostType":4,"repost":{"id":"1119316511","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":1648799989,"share":"https://ttm.financial/m/news/1119316511?lang=&edition=fundamental","pubTime":"2022-04-01 15:59","market":"us","language":"en","title":"Tiger Chart｜ Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119316511","media":"Tiger Newspress","summary":"We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Be","content":"<html><head></head><body><p>We analyzed Q1 Performance of S&amp;P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.<img src=\"https://static.tigerbbs.com/b47990d81988dfb6ec08dbf89222018c\" tg-width=\"757\" tg-height=\"1556\" 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>Tiger Chart｜ Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%</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\">\nTiger Chart｜ Q1 S&P 500 Top 10 Wrap: Berkshire Soared 18%; Meta Plummeted 33%\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 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>We analyzed Q1 Performance of S&amp;P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.<img src=\"https://static.tigerbbs.com/b47990d81988dfb6ec08dbf89222018c\" tg-width=\"757\" tg-height=\"1556\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","AMZN":"亚马逊","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119316511","content_text":"We analyzed Q1 Performance of S&P 500 Top 10 Companies. Among the top 10 companies by market cap, Berkshire stood out, with its share price soaring 18%; Meta plummeted by more than 33%, ranking at the bottom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036939276,"gmtCreate":1646959657379,"gmtModify":1676534181635,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036939276","repostId":"1148816278","repostType":4,"repost":{"id":"1148816278","pubTimestamp":1646958557,"share":"https://ttm.financial/m/news/1148816278?lang=&edition=fundamental","pubTime":"2022-03-11 08:29","market":"sg","language":"en","title":"Singapore Stocks to Watch: Del Monte Pacific, SIA, StarHub","url":"https://stock-news.laohu8.com/highlight/detail?id=1148816278","media":"businesstimes","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Mar 11):Del Monte Pacific: The canned food brand on Thursday posted earnings of US$25.9 million for ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Del Monte Pacific, SIA, StarHub</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Del Monte Pacific, SIA, StarHub\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Mar 11):Del Monte Pacific: The canned food brand on Thursday posted earnings of US$25.9 million for ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司","D03.SI":"德蒙特","CC3.SI":"星和"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-del-monte-pacific-sia-starhub","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148816278","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Mar 11):Del Monte Pacific: The canned food brand on Thursday posted earnings of US$25.9 million for the third fiscal quarter ended January, down 14 percent from US$30.2 million a year earlier. Its chief executive noted margins and profits in the quarter were impacted by significant cost headwinds. Shares of Del Monte closed at S$0.40 on Thursday, up 1.3 percent or S$0.005, before the announcement.Singapore Airlines (SIA): Logistics company DHL Express on Thursday said it has entered into an agreement with flag carrier SIA to deploy 5 Boeing 777 freighters. The freighters will be based at Changi Airport and serve DHL's South Asia Hub located in Singapore. Shares of SIA closed at S$5.02 on Thursday, up S$0.06 or 1.2 percent, before the announcement.StarHub: The Infocomm Media Development Authority on Wednesday granted the telco regulatory approval to acquire a 50.1 percent stake in MyRepublic's broadband unit, noting that the merger could allow StarHub and MyRepublic to compete more effectively with competitive prices or more innovative services. Shares of StarHub closed flat at S$1.25 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881437327,"gmtCreate":1631375156869,"gmtModify":1676530537990,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881437327","repostId":"2166375184","repostType":4,"repost":{"id":"2166375184","pubTimestamp":1631329320,"share":"https://ttm.financial/m/news/2166375184?lang=&edition=fundamental","pubTime":"2021-09-11 11:02","market":"us","language":"en","title":"3 Top Stocks to Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2166375184","media":"Motley Fool","summary":"Time plus patience, multiplied by sustainable business advantages: the formula for making serious money in the stock market. These three stocks fit the bill.","content":"<p>There are many ways to make money in the stock market. Every investor has their own style, different levels of risk tolerance, and diverse goals. But <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the easiest and most profitable ways to get rich on Wall Street is to follow in the footsteps of true masters such as Warren Buffett and Benjamin Graham.</p>\n<p>It's elementary, really. First, identify companies with fantastic growth opportunities, sustainable business advantages over their rivals, and excellent management teams. Then, buy these stocks at reasonable prices. It's OK to overpay a bit if you have to. Quality doesn't always come cheap.</p>\n<p>Then, stick those shares under your proverbial pillow and get some undisturbed sleep. Do absolutely nothing for years or even decades. Companies with the qualities I listed a minute ago should be able to deliver solid returns for the long haul, unlocking the magic of compounding returns over very long periods.</p>\n<p>Even ardent growth investors with a high tolerance for market risk should have a handful of these surefire long-term bets in their portfolios. For example, my own collection of small-cap tickers, promising growth stocks, and the odd speculative bet is built around a solid core of long-term champions. Whatever happens to the rest of my real-world holdings, I don't lose a minute of sleep over these proven winners. The stocks mentioned below are firmly established members of that elite group.</p>\n<p>Read on to see why every investor should consider holding a few shares of <b>Roku</b> (NASDAQ:ROKU), <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <b>Walt Disney</b> (NYSE:DIS). All of these familiar names are poised to keep winning for many years to come, each in its own inimitable way.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5102320568ff7a6b2fe0ee7c527c253\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Time is money. Image source: Getty Images.</span></p>\n<h2>Roku: Modern entertainment in a nutshell</h2>\n<p>Streaming media is everywhere nowadays. The COVID-19 pandemic accelerated the mainstream adoption of digital entertainment services, and the health crisis struck just as every entertainment company on the planet seemed to be launching its own streaming platform.</p>\n<p>Roku benefits from all of this activity, being the global leader in media-streaming technologies. The company's service-agnostic philosophy does a couple of important things for Roku's long-term success. First, this company can be a huge winner no matter which content studio walks away with the trophy for having the most viewers in the end. Second, Roku's omnipresent nature in the set-top box and smart TV markets forces every new service to develop support for Roku's platform. These two qualities reinforce each other as time goes by, further cementing Roku's rock-solid growth trajectory.</p>\n<p>Streaming entertainment is here to stay. Roku has claimed the catbird seat for itself in this explosive growth market. It would take a massive effort by an established entertainment technology giant to dethrone Roku at this point. Most of those large-scale rivals are too deeply attached to their long-standing traditions to really go for it.</p>\n<p>For example, I would eat my shoe if <b>Apple</b> (NASDAQ:AAPL) ever decided to give equal support to every available streaming service and hardware device. The Apple TV app is only available for devices designed in Cupertino, and the Apple TV set-top box works best with the iTunes ecosystem. That's the exact opposite of Roku's agnostic attitude, and the main reason why I don't see Apple as a serious Roku competitor.</p>\n<p>A larger company could give up on promoting its in-house platform options and just buy Roku instead. However, Roku is trading at 208 times forward earnings or 210 times free cash flows. The company's enterprise value stands at a hefty $44.1 billion today. That's rich enough to make any tech giant think twice about putting together an acquisition offer, especially one with a buyout premium large enough to win the required shareholder vote. The lofty price tag is Roku's best takeover defense.</p>\n<p>This is one of those situations where a high price shouldn't deter you from picking up Roku shares. You get to own a premium business when you pay that premium price.</p>\n<p>So if you want to bet on the future of digital entertainment without worrying about the content production side of things, Roku is your best bet. This stock should deliver market-beating returns for the foreseeable future.</p>\n<h2>Alphabet: Throwing spaghetti at the wall for fun and profit</h2>\n<p>So far, almost all of Alphabet's success and financial gains have sprung from the Google-branded set of online search and advertising tools. In the recently reported second quarter of 2021, Google services and Google Cloud accounted for 99.2% of Alphabet's total sales. The remaining operations, under the \"other bets\" segment, also reported an operating loss of $1.1 billion, while the Google segments generated $8.1 billion in operating profits. It's all about the Big G.</p>\n<p>That won't always be the case, though.</p>\n<p>Google transformed into the conglomerate known as Alphabet exactly because the company knows that big changes are coming. Web browsers and ad-boosted websites will not always provide a stable revenue stream for Google. Mobile apps and the Android platform are ready to take over, but this too shall pass.</p>\n<p>And Alphabet is trying out a whole bunch of alternative business ideas. So far, the company is looking at ideas such as self-driving cars, high-speed internet services, advanced medical research, and next-generation agriculture development. One or several of those unconventional bets should stand ready to carry Alphabet's financial torch when the time comes. Or maybe we haven't even heard of Alphabet's best ideas yet.</p>\n<p>Nobody knows exactly where this train is going, but I'm OK with that. Alphabet is willing to keep throwing spaghetti at the wall until something really sticks, creating the foundation of whatever this company might become. Alphabet's ambitious moonshot projects generally strike me as wholesome ideas that could benefit humanity on a large scale -- and I would be happy to benefit from their potential success.</p>\n<p>That's why Alphabet will always hold a place in my investment portfolio. This company is ready and able to change with the times. That's one effective way to build a successful business for the ages.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/300a57a82684c9a313758e27f921ed5e\" tg-width=\"700\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>The winds of change are blowing. Image source: Getty Images.</span></p>\n<h2>Disney: Always ready to turn on a dime</h2>\n<p>Finally, Disney's leaders are proving their willingness to try new ideas. The House of Mouse reorganized itself around streaming content last year, thumbing its nose at the traditional media industry to refocus on what's next. Its world-class theme parks are adapting to the restrictions of social distancing, putting together a positive third-quarter showing after several quarters of negative operating profits.</p>\n<p>This is the only old-school media studio I would consider owning nowadays. Unfortunately, Disney's sector peers often respond to changing market conditions by retreating into their shells to defend the operating procedures of old, and those efforts are mostly ineffective.</p>\n<p>For example, movie theater attendance has been falling for decades. Hollywood at large wanted to address this problem by raising ticket prices, which then resulted in even fewer ticket sales. In Disney's case, the company eventually fired up a serious media-streaming service packed with the company's legendary content, supported by a steady stream of brand new original material.</p>\n<p>Disney+ is the company's future in many ways, and you won't see CEO Bob Chapek or chairman Bob Iger complaining about that fact. Instead, they tweaked their company's operating structure to accelerate the transformation.</p>\n<p>I don't know where the entertainment and media markets are going in the long run, but I don't really have to. I'm convinced that Disney will do whatever it takes to stay relevant and thriving in whatever market conditions might be around the bend. Again, I really like owning stocks tied to businesses that can and will change over time. Disney is another great example of this market-beating quality.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks to Buy for the Long Haul</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 Top Stocks to Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/10/3-top-stocks-to-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are many ways to make money in the stock market. Every investor has their own style, different levels of risk tolerance, and diverse goals. But one of the easiest and most profitable ways to get...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/10/3-top-stocks-to-buy-for-the-long-haul/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","ROKU":"Roku Inc","DIS":"迪士尼","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2021/09/10/3-top-stocks-to-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166375184","content_text":"There are many ways to make money in the stock market. Every investor has their own style, different levels of risk tolerance, and diverse goals. But one of the easiest and most profitable ways to get rich on Wall Street is to follow in the footsteps of true masters such as Warren Buffett and Benjamin Graham.\nIt's elementary, really. First, identify companies with fantastic growth opportunities, sustainable business advantages over their rivals, and excellent management teams. Then, buy these stocks at reasonable prices. It's OK to overpay a bit if you have to. Quality doesn't always come cheap.\nThen, stick those shares under your proverbial pillow and get some undisturbed sleep. Do absolutely nothing for years or even decades. Companies with the qualities I listed a minute ago should be able to deliver solid returns for the long haul, unlocking the magic of compounding returns over very long periods.\nEven ardent growth investors with a high tolerance for market risk should have a handful of these surefire long-term bets in their portfolios. For example, my own collection of small-cap tickers, promising growth stocks, and the odd speculative bet is built around a solid core of long-term champions. Whatever happens to the rest of my real-world holdings, I don't lose a minute of sleep over these proven winners. The stocks mentioned below are firmly established members of that elite group.\nRead on to see why every investor should consider holding a few shares of Roku (NASDAQ:ROKU), Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), and Walt Disney (NYSE:DIS). All of these familiar names are poised to keep winning for many years to come, each in its own inimitable way.\nTime is money. Image source: Getty Images.\nRoku: Modern entertainment in a nutshell\nStreaming media is everywhere nowadays. The COVID-19 pandemic accelerated the mainstream adoption of digital entertainment services, and the health crisis struck just as every entertainment company on the planet seemed to be launching its own streaming platform.\nRoku benefits from all of this activity, being the global leader in media-streaming technologies. The company's service-agnostic philosophy does a couple of important things for Roku's long-term success. First, this company can be a huge winner no matter which content studio walks away with the trophy for having the most viewers in the end. Second, Roku's omnipresent nature in the set-top box and smart TV markets forces every new service to develop support for Roku's platform. These two qualities reinforce each other as time goes by, further cementing Roku's rock-solid growth trajectory.\nStreaming entertainment is here to stay. Roku has claimed the catbird seat for itself in this explosive growth market. It would take a massive effort by an established entertainment technology giant to dethrone Roku at this point. Most of those large-scale rivals are too deeply attached to their long-standing traditions to really go for it.\nFor example, I would eat my shoe if Apple (NASDAQ:AAPL) ever decided to give equal support to every available streaming service and hardware device. The Apple TV app is only available for devices designed in Cupertino, and the Apple TV set-top box works best with the iTunes ecosystem. That's the exact opposite of Roku's agnostic attitude, and the main reason why I don't see Apple as a serious Roku competitor.\nA larger company could give up on promoting its in-house platform options and just buy Roku instead. However, Roku is trading at 208 times forward earnings or 210 times free cash flows. The company's enterprise value stands at a hefty $44.1 billion today. That's rich enough to make any tech giant think twice about putting together an acquisition offer, especially one with a buyout premium large enough to win the required shareholder vote. The lofty price tag is Roku's best takeover defense.\nThis is one of those situations where a high price shouldn't deter you from picking up Roku shares. You get to own a premium business when you pay that premium price.\nSo if you want to bet on the future of digital entertainment without worrying about the content production side of things, Roku is your best bet. This stock should deliver market-beating returns for the foreseeable future.\nAlphabet: Throwing spaghetti at the wall for fun and profit\nSo far, almost all of Alphabet's success and financial gains have sprung from the Google-branded set of online search and advertising tools. In the recently reported second quarter of 2021, Google services and Google Cloud accounted for 99.2% of Alphabet's total sales. The remaining operations, under the \"other bets\" segment, also reported an operating loss of $1.1 billion, while the Google segments generated $8.1 billion in operating profits. It's all about the Big G.\nThat won't always be the case, though.\nGoogle transformed into the conglomerate known as Alphabet exactly because the company knows that big changes are coming. Web browsers and ad-boosted websites will not always provide a stable revenue stream for Google. Mobile apps and the Android platform are ready to take over, but this too shall pass.\nAnd Alphabet is trying out a whole bunch of alternative business ideas. So far, the company is looking at ideas such as self-driving cars, high-speed internet services, advanced medical research, and next-generation agriculture development. One or several of those unconventional bets should stand ready to carry Alphabet's financial torch when the time comes. Or maybe we haven't even heard of Alphabet's best ideas yet.\nNobody knows exactly where this train is going, but I'm OK with that. Alphabet is willing to keep throwing spaghetti at the wall until something really sticks, creating the foundation of whatever this company might become. Alphabet's ambitious moonshot projects generally strike me as wholesome ideas that could benefit humanity on a large scale -- and I would be happy to benefit from their potential success.\nThat's why Alphabet will always hold a place in my investment portfolio. This company is ready and able to change with the times. That's one effective way to build a successful business for the ages.\nThe winds of change are blowing. Image source: Getty Images.\nDisney: Always ready to turn on a dime\nFinally, Disney's leaders are proving their willingness to try new ideas. The House of Mouse reorganized itself around streaming content last year, thumbing its nose at the traditional media industry to refocus on what's next. Its world-class theme parks are adapting to the restrictions of social distancing, putting together a positive third-quarter showing after several quarters of negative operating profits.\nThis is the only old-school media studio I would consider owning nowadays. Unfortunately, Disney's sector peers often respond to changing market conditions by retreating into their shells to defend the operating procedures of old, and those efforts are mostly ineffective.\nFor example, movie theater attendance has been falling for decades. Hollywood at large wanted to address this problem by raising ticket prices, which then resulted in even fewer ticket sales. In Disney's case, the company eventually fired up a serious media-streaming service packed with the company's legendary content, supported by a steady stream of brand new original material.\nDisney+ is the company's future in many ways, and you won't see CEO Bob Chapek or chairman Bob Iger complaining about that fact. Instead, they tweaked their company's operating structure to accelerate the transformation.\nI don't know where the entertainment and media markets are going in the long run, but I don't really have to. I'm convinced that Disney will do whatever it takes to stay relevant and thriving in whatever market conditions might be around the bend. Again, I really like owning stocks tied to businesses that can and will change over time. Disney is another great example of this market-beating quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832834527,"gmtCreate":1629605003769,"gmtModify":1676530078288,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832834527","repostId":"1176431153","repostType":4,"repost":{"id":"1176431153","pubTimestamp":1629604617,"share":"https://ttm.financial/m/news/1176431153?lang=&edition=fundamental","pubTime":"2021-08-22 11:56","market":"us","language":"en","title":"Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176431153","media":"Barron's","summary":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and ","content":"<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.</p>\n<p>Berkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.</p>\n<p>There were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.</p>\n<p>As for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.</p>\n<p>And it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&amp;P 500index’s total return of about 20%.</p>\n<p><b>Last WeekPre-Tantrum</b></p>\n<p>Stock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&amp;P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&amp;P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.</p>\n<p><b>Shop Till They Drop</b></p>\n<p>Retailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)</p>\n<p><b>Calling All Hackers</b></p>\n<p>Shares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.</p>\n<p><b>Passing the Baton</b></p>\n<p>Johnson &amp; Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&amp;J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.</p>\n<p><b>Annals of Deal Making</b></p>\n<p>Gene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black &amp; Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.</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\">\nBuffett’s Berkshire Still Isn’t Buying. Here’s What It Sold.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did ...</p>\n\n<a href=\"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/berkshire-hathaway-holdings-news-51629509250?siteid=yhoof2&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176431153","content_text":"If you’ve been waiting forBerkshire Hathawayto spend a decent chunk of its $144 billion in cash and equivalents on an acquisition, you’ll have to wait a little longer—maybe a lot longer. Not only did Berkshire fail to make a significant purchase in the second quarter, but CEO Warren Buffett and his investment lieutenants, Todd Combs and Ted Weschler, were net sellers of about $1 billion of stocks in the period, according to the company’s latest 10-Q filing.\nBerkshire pared its stakes in three drug stocks—AbbVie,Bristol-Myers Squibb, andMerck—all acquired in 2020. The company also sold seven millionGeneral Motorsshares in the quarter, cutting its holding to 60 million shares, now worth $3.2 billion. Berkshire trimmed itsChevronposition slightly, and added to its stake in grocerKroger.\nThere were no changes in its two largest holdings. The company’sApplestake held steady at 887 million shares, now worth $134 billion, andBank of Americastood at 1.01 billion shares, worth $41 billion. Berkshire’s total equity holdings topped $300 billion as of June 30.\nAs for its own shares, Berkshire was a buyer, scooping up about $6 billion of stock in each of the past two quarters, or about 1% of the shares outstanding in each period.\nAnd it wasn’t the only buyer; both share classes are up about 25% this year, ahead of theS&P 500index’s total return of about 20%.\nLast WeekPre-Tantrum\nStock indexes finished the week in the red, with the bulk of the week’s selling coming on Tuesday and Wednesday. The S&P 500,Nasdaq Composite,andDow Jones Industrial Averageeach sank close to 2% over those days. Minutes from the Federal Reserve’s monetary policy committee’s latest meeting, released on Wednesday, showed an active debate among officials about when to begin withdrawing the emergency stimulus in place since March 2020. The Fed could begin reducing its U.S. Treasury and mortgage-backed securities purchases—currently running at a combined $120 billion a month—this fall. The Dow finished the week down 1.1%, at 35,120.08; the S&P lost 0.6%, to 4441.67; and the Nasdaq Composite fell 0.7%, to 14,714.66.\nShop Till They Drop\nRetailers reported their results for the May-to-July period, their second quarter. The overall picture is of consumers armed with pandemic savings and federal stimulus cash—and eager to spend it.Walmart,Target,Home Depot,Macy’s,and more topped Wall Street’s forecasts for sales and profits in the quarter. (See“Shoppers Are Crowding Malls and Bricks-and-Mortar Stores Again.”)\nCalling All Hackers\nShares ofT-Mobile UScame under pressure after reports in the online publication Motherboard that customer data claiming to be from the wireless network operator’s servers was for sale online. T-Mobile later confirmed that there had been unauthorized access to some of the company’s data, including records for roughly 54 million people.\nPassing the Baton\nJohnson & Johnsonannounced a surprise CEO transition. Its current chief executive, Alex Gorsky, will hand the reins to Joaquin Duato in January after nine years in charge and three decades at the company, which has a market value of nearly $500 billion. Duato, 59, is currently the vice chairman of J&J’s executive committee. Gorsky, 61, will assume the post of executive chairman, a newly created role, next year.\nAnnals of Deal Making\nGene-sequencing firmIlluminaclosed a $7.1 billion acquisition of Grail, which works on early cancer detection. A legal battle with the Federal Trade Commission continues…German logistics firm Deutsche Post will acquire ocean freight-forwarding company J.F. Hillebrand Group for about 1.5 billion euros ($1.8 billion) in cash…ToolmakerStanley Black & Deckeragreed to pay $1.6 billion in cash for the 80% of MTD Holdings that it doesn’t already own. MTD makes lawn mowers and other outdoor power tools under the Cub Cadet and Troy-Bilt brands…BHP Groupwill merge its oil-and-gas unit withWoodside Petroleumin an all-stock deal, with its shareholders owning 48%. The miner will also shift its primary stock market listing from London to Sydney.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148237834,"gmtCreate":1625977293228,"gmtModify":1703751548467,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148237834","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","pubTimestamp":1625966101,"share":"https://ttm.financial/m/news/1112201050?lang=&edition=fundamental","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like&nbsp;Clover Health Investments(CLOV) and&nbsp;Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in&nbsp;AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than&nbsp;Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to&nbsp;Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent&nbsp;Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming&nbsp;stock analysis on YouTube&nbsp;for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath &amp; Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from&nbsp;Barron’s&nbsp;for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking&nbsp;research&nbsp;in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Meme Stock Trade Is Far From Over. 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What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRIN":"Marin Software Inc.","BBBY":"3B家居","WKHS":"Workhorse Group, Inc.","CARV":"卡弗储蓄","NEGG":"Newegg Comm Inc.","AMC":"AMC院线","CLOV":"Clover Health Corp","GME":"游戏驿站","SCHW":"嘉信理财","BB":"黑莓"},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148934793,"gmtCreate":1625913152312,"gmtModify":1703750847101,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148934793","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next 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\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","TTD":"Trade Desk Inc.","SNOW":"Snowflake","ZS":"Zscaler Inc.","CRWD":"CrowdStrike Holdings, Inc.","DDOG":"Datadog","NET":"Cloudflare, Inc.","TWLO":"Twilio Inc","CRM":"赛富时","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818308869,"gmtCreate":1630373818051,"gmtModify":1676530284004,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/818308869","repostId":"2163839150","repostType":4,"repost":{"id":"2163839150","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":1630371655,"share":"https://ttm.financial/m/news/2163839150?lang=&edition=fundamental","pubTime":"2021-08-31 09:00","market":"sh","language":"en","title":"China's factory activity expands at slower pace in August -official PMI","url":"https://stock-news.laohu8.com/highlight/detail?id=2163839150","media":"Reuters","summary":"BEIJING, Aug 31 (Reuters) - China's factory activity expanded at a slower pace in August as coronavi","content":"<p>BEIJING, Aug 31 (Reuters) - China's factory activity expanded at a slower pace in August as coronavirus-related restrictions and high raw material prices pressure manufacturers in the world's second largest economy.</p>\n<p>The official manufacturing Purchasing Manager's Index <a href=\"https://laohu8.com/S/PMI.UK\">$(PMI.UK)$</a> was 50.1 in August from 50.4 in July, data from the National Bureau of Statistics <a href=\"https://laohu8.com/S/NBS\">$(NBS)$</a> showed on Tuesday.</p>\n<p>The 50-point mark separates growth from contraction. Analysts had expected it to slip to 50.2.</p>\n<p>China staged an impressive recovery from a coronavirus-battered slump, but growth has recently shown signs of losing momentum due to domestic COVID-19 outbreaks, slowing exports, tighter measures to tame hot property prices and a campaign to reduce carbon emissions.</p>\n<p>(Reporting by Gabriel Crossley Editing by Shri Navaratnam)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's factory activity expands at slower pace in August -official PMI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's factory activity expands at slower pace in August -official PMI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-31 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BEIJING, Aug 31 (Reuters) - China's factory activity expanded at a slower pace in August as coronavirus-related restrictions and high raw material prices pressure manufacturers in the world's second largest economy.</p>\n<p>The official manufacturing Purchasing Manager's Index <a href=\"https://laohu8.com/S/PMI.UK\">$(PMI.UK)$</a> was 50.1 in August from 50.4 in July, data from the National Bureau of Statistics <a href=\"https://laohu8.com/S/NBS\">$(NBS)$</a> showed on Tuesday.</p>\n<p>The 50-point mark separates growth from contraction. Analysts had expected it to slip to 50.2.</p>\n<p>China staged an impressive recovery from a coronavirus-battered slump, but growth has recently shown signs of losing momentum due to domestic COVID-19 outbreaks, slowing exports, tighter measures to tame hot property prices and a campaign to reduce carbon emissions.</p>\n<p>(Reporting by Gabriel Crossley Editing by Shri Navaratnam)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSI":"恒生指数","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163839150","content_text":"BEIJING, Aug 31 (Reuters) - China's factory activity expanded at a slower pace in August as coronavirus-related restrictions and high raw material prices pressure manufacturers in the world's second largest economy.\nThe official manufacturing Purchasing Manager's Index $(PMI.UK)$ was 50.1 in August from 50.4 in July, data from the National Bureau of Statistics $(NBS)$ showed on Tuesday.\nThe 50-point mark separates growth from contraction. Analysts had expected it to slip to 50.2.\nChina staged an impressive recovery from a coronavirus-battered slump, but growth has recently shown signs of losing momentum due to domestic COVID-19 outbreaks, slowing exports, tighter measures to tame hot property prices and a campaign to reduce carbon emissions.\n(Reporting by Gabriel Crossley Editing by Shri Navaratnam)","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813151847,"gmtCreate":1630156997889,"gmtModify":1676530235947,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/813151847","repostId":"2162733980","repostType":4,"repost":{"id":"2162733980","pubTimestamp":1630112394,"share":"https://ttm.financial/m/news/2162733980?lang=&edition=fundamental","pubTime":"2021-08-28 08:59","market":"us","language":"en","title":"Morgan Stanley Bought $240M Shares Of Grayscale Bitcoin Trust","url":"https://stock-news.laohu8.com/highlight/detail?id=2162733980","media":"Benzinga","summary":"What Happened: Investment banking giant Morgan Stanley (NYSE: MS) is now the second-largest sharehol","content":"<p><b>What Happened: </b>Investment banking giant <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> </b>(NYSE: MS) is now the second-largest shareholder of the <b>Grayscale Bitcoin Trust </b>(OTCMKTS:&nbsp;GBTC) after ARK Investment Management.</p>\n<p>According to recent SEC filings, Morgan Stanley owns over 6.5 million shares of GBTC worth over $240 million at the time of writing.</p>\n<p>Cathie Wood’s ARK Invest funds currently own 9 million shares worth $350 million.</p>\n<p>Morgan Stanley’s GBTC holdings are spread out across a series of funds, of which the Morgan Stanley Insight Fund holds close to 1 million shares.</p>\n<p>The purchases over the past few months also demonstrate how significantly Morgan Stanley has increased its exposure to the leading digital asset.</p>\n<p>At the end of June, the firm reported holding 28,000 shares of GBTC worth around $800,000 at the time.</p>\n<p><b>What Else:</b> The Grayscale Bitcoin Trust itself holds over $31.24 billion of <b>Bitcoin </b>(CRYPTO: BTC) according to a recent update of its assets under management.</p>\n<p>The digital asset management firm had an overall AUM of over $43 billion at the time of writing, of which nearly $10 billion is held in the <b>Grayscale Ethereum Trust </b>(OTCMKTS:&nbsp;ETHE).</p>\n<p>Earlier this year, Grayscale revealed that it was 100% committed to converting its Bitcoin trust, which is currently the largest in the world, into an Exchange Traded Fund (ETF).</p>\n<p><b>Price Action:</b> At press time, GBTC shares was trading $39.15, up 3.52%. Bitcoin was up 3.66% over the past 24-hours, trading at a price of $48,976.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Bought $240M Shares Of Grayscale Bitcoin Trust</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\">\nMorgan Stanley Bought $240M Shares Of Grayscale Bitcoin Trust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/morgan-stanley-bought-240m-shares-211654020.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What Happened: Investment banking giant Morgan Stanley (NYSE: MS) is now the second-largest shareholder of the Grayscale Bitcoin Trust (OTCMKTS: GBTC) after ARK Investment Management.\nAccording to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-bought-240m-shares-211654020.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-bought-240m-shares-211654020.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2162733980","content_text":"What Happened: Investment banking giant Morgan Stanley (NYSE: MS) is now the second-largest shareholder of the Grayscale Bitcoin Trust (OTCMKTS: GBTC) after ARK Investment Management.\nAccording to recent SEC filings, Morgan Stanley owns over 6.5 million shares of GBTC worth over $240 million at the time of writing.\nCathie Wood’s ARK Invest funds currently own 9 million shares worth $350 million.\nMorgan Stanley’s GBTC holdings are spread out across a series of funds, of which the Morgan Stanley Insight Fund holds close to 1 million shares.\nThe purchases over the past few months also demonstrate how significantly Morgan Stanley has increased its exposure to the leading digital asset.\nAt the end of June, the firm reported holding 28,000 shares of GBTC worth around $800,000 at the time.\nWhat Else: The Grayscale Bitcoin Trust itself holds over $31.24 billion of Bitcoin (CRYPTO: BTC) according to a recent update of its assets under management.\nThe digital asset management firm had an overall AUM of over $43 billion at the time of writing, of which nearly $10 billion is held in the Grayscale Ethereum Trust (OTCMKTS: ETHE).\nEarlier this year, Grayscale revealed that it was 100% committed to converting its Bitcoin trust, which is currently the largest in the world, into an Exchange Traded Fund (ETF).\nPrice Action: At press time, GBTC shares was trading $39.15, up 3.52%. Bitcoin was up 3.66% over the past 24-hours, trading at a price of $48,976.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830572842,"gmtCreate":1629085913086,"gmtModify":1676529925029,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"SEA Limited looks promising","listText":"SEA Limited looks promising","text":"SEA Limited looks promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830572842","repostId":"2159210869","repostType":4,"repost":{"id":"2159210869","pubTimestamp":1629085131,"share":"https://ttm.financial/m/news/2159210869?lang=&edition=fundamental","pubTime":"2021-08-16 11:38","market":"us","language":"en","title":"5 Game-Changing Stocks That Can Turn $250,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2159210869","media":"Motley Fool","summary":"These innovative companies can generate life-altering returns for patient investors.","content":"<p>Since the stock market bottomed out in March 2020, investors have been treated to a record-breaking bounce-back rally. The widely followed <b>S&amp;P 500</b> has nearly doubled in 16 months, and it's spent the better part of 2021 pushing to <a href=\"https://laohu8.com/S/AONE.U\">one</a> new all-time high after another.</p>\n<p>While some investors might be skittish about putting money to work with the market regularly knocking on the door of new highs, history has shown that, if you're a long-term investor who allows their investment thesis to play out, anytime is a great time to buy high-quality stocks.</p>\n<p>The following five game-changing stocks all offer the potential to turn a sizable amount of cash, say $250,000, into a life-altering amount of money ($1 million) by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16d711291c526c90f22832ea8dbaa542\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>Don't let anyone tell you that brand-name, mega-cap stocks can't deliver big-time returns for investors. Despite a $236 billion market cap, cloud-based customer relationship management (CRM) software provider <b>Salesforce.com </b>(NYSE:CRM) has all the tools necessary to make a run at a $1 trillion valuation by the end of the decade.</p>\n<p>For those of you wondering, CRM software is used consumer-facing businesses to oversee client relationships, handle service issues, manage online marketing campaigns, and run a variety of predictive analyses, to name a few core functions. Salesforce is the undisputed king of CRM sales. When IDC examined global CRM revenue in the first half of 2020, it found that Salesforce brought in 19.8% of total sales. That was more than its four-closest competitors, combined, and it practically ensures that the company's leading position in this double-digit growth trend remains unmatched.</p>\n<p>Salesforce CEO Marc Benioff has also been a mastermind on the acquisition front. Previous purchases (MuleSoft and Tableau) have expanded its product and service ecosystem and helped to fuel a 29% compound annual sales growth rate over the past decade. The company's most recent acquisition of cloud-based enterprise communications platform <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> will serve as a jumping-off point for Salesforce to cross-sell to small-and-medium-sized businesses.</p>\n<p>If all continues to go well, Salesforce will surpass $50 billion in annual sales by fiscal 2026 after reporting $21.3 billion in revenue in fiscal 2021. That's sustainable growth long-term investors can count on.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c18ecc95b7f09fe697dc43e18f48db\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>The Original Bark Company</h2>\n<p>On the other end of the spectrum is dog-focused product and service small-cap stock, <b>The Original Bark Company</b> (NYSE:BARK), which is perhaps better known as BarkBox.</p>\n<p>Even though pet expenditures aren't growing as quickly as CRM software on an annual basis, there may not be a more recession-resistant industry than pets. After all, sales data from the American Pet Products Association shows it's been at least a quarter of a century since year-over-year pet spending declined. This year alone, pet owners are forecast to shell out $109.6 billion.</p>\n<p>What makes Bark so intriguing is its subscription-focused operating model. Approximately 90% of its sales are based on a monthly subscription model, with the remainder originating from product placement in over 23,000 retail locations.&nbsp; Not having to maintain brick-and-mortar locations or sit on mountains of inventory means lower overhead costs and a gross margin that's consistently hovered around 60%.</p>\n<p>Furthermore, Bark is leaning on innovation and tech-driven personalization to boost sales. Last year, it introduced Bark Home and Bark Eats. Bark Home is a portal for basic need accessories like leashes and beds, whereas Bark Eats is a subscription service that works with owners to develop a customized dry food diet for their pooch. The potential for add-on sales, along with existing growth opportunities, could triple Bark's revenue by fiscal 2026.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcb2293b92cf93aba2597dc9a6facfa\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Lovesac</h2>\n<p>Another game-changing stock that can turn $250,000 into a cool $1 million or more by 2030 is furniture stock <b>Lovesac</b> (NASDAQ:LOVE). And yes, I did just use the words \"game-changing\" and \"furniture stock\" in the same sentence.</p>\n<p>Typically, retailing furniture is a highly cyclical and relatively boring operating model that's dependent on brick-and-mortar retail locations. However, Lovesac is changing up multiple aspects of the furniture industry.</p>\n<p>Arguably the biggest difference between Lovesac and traditional furniture manufacturers and retailers is the product. Almost 85% of Lovesac's revenue is derived from its \"sactionals.\" These are sectional-based modular couches that can be rearranged a countless number of ways to accommodate any livable space.&nbsp; The company's sactionals have approximately 200 different cover choices, which means that buyers shouldn't have any trouble matching Lovesac's modular furniture with the color scheme or theme of their home. And lastly, the yarn used in these covers is made entirely from recycled plastic water bottles. That's functionality, choice, and environmentally friendly products all rolled up into one.</p>\n<p>Were this not enough, the company has dazzled Wall Street with its ability to shift its sales approach during the pandemic. In fiscal 2021, 47% of Lovesac's sales were generated online, with another 7% coming from pop-up showrooms. Having less in the way of overhead and emphasizing direct-to-consumer sales pushed the company to recurring profitability well ahead of Wall Street's forecast.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cce76d99ddda76b09159b54489063e9\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Jushi Holdings</h2>\n<p>The U.S. cannabis industry should be another source of opportunity for patient growth-seeking investors this decade. By 2030, small-cap marijuana stock <b>Jushi Holdings</b> (OTC:JUSHF) has a good chance to quadruple (or more) in value.</p>\n<p>Jushi's growth story can't be told without noting its focus on limited-license states. More than 80% of the company's revenue this year will likely originate from Pennsylvania, Illinois, and Virginia. The former two states cap how many retail licenses can be issued in aggregate, and to a single business, while Virginia assigns licenses according to jurisdiction. The key point being that these three markets are purposely reining in competition, which will ensure that Jushi has a fair chance to build up its brand and garner a loyal following.</p>\n<p>For such a small pot stock, Jushi hasn't been afraid to put the capital it's raised to work. It's expanded its cultivation potential in Virginia, added to its large retail presence in Pennsylvania, and acquired two dispensaries in California, just since the year began. California is the world's leading marijuana market by annual sales.</p>\n<p>Between 2020 and 2024, Wall Street is looking for Jushi's sales to climb by 1,100% to nearly $1 billion. With the company expected to become profitable on a recurring basis next year, it may well be the biggest bargain in the industry.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c8d46ab082fe9b933b958f3354a003\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Sea Limited</h2>\n<p>A final game-changing stock that could generate a life-altering return for investors is Singapore-based <b>Sea Limited</b> (NYSE:SE). What makes Sea such a special company is that it has a trio of rapidly growing operating segments to support its valuation expansion.</p>\n<p>For starters, Sea's gaming division has grown rapidly, and is currently the only one of the three segments generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). As of the end of March, Sea had close to 649 million active mobile gamers, 12.3% of which were paying customers.&nbsp; Most pay-to-play platforms only average a 2% conversion rate, so this is a phenomenal monetization rate for its mobile game platform.</p>\n<p>Second, Sea has a rapidly expanding e-commerce presence in Southeastern Asia and Brazil. Shopee, as the company's online commerce platform is known, is the most-downloaded shopping app in Southeast Asia. Between a burgeoning middle class and the coronavirus pandemic keeping people in their homes, Shopee saw more gross merchandise value traverse its network in the first three months of 2021 than it did in all of 2018.</p>\n<p>And third, Sea has its relatively new digital financial services operations. Since many of the regions Sea operates in are underbanked, the ability to offer mobile wallet payments could be a game-changer for consumers. The company already has more than 26 million paying users. Altogether, these three segments could quintuple Sea's annual sales over the next four years.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Game-Changing Stocks That Can Turn $250,000 Into $1 Million by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Game-Changing Stocks That Can Turn $250,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/15/5-game-changing-stocks-250000-to-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the stock market bottomed out in March 2020, investors have been treated to a record-breaking bounce-back rally. The widely followed S&P 500 has nearly doubled in 16 months, and it's spent the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/15/5-game-changing-stocks-250000-to-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BARK":"The Original Bark Corp.","CRM":"赛富时","LOVE":"Lovesac Co.","JUSHF":"Jushi Holdings Inc.","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/08/15/5-game-changing-stocks-250000-to-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159210869","content_text":"Since the stock market bottomed out in March 2020, investors have been treated to a record-breaking bounce-back rally. The widely followed S&P 500 has nearly doubled in 16 months, and it's spent the better part of 2021 pushing to one new all-time high after another.\nWhile some investors might be skittish about putting money to work with the market regularly knocking on the door of new highs, history has shown that, if you're a long-term investor who allows their investment thesis to play out, anytime is a great time to buy high-quality stocks.\nThe following five game-changing stocks all offer the potential to turn a sizable amount of cash, say $250,000, into a life-altering amount of money ($1 million) by 2030.\nImage source: Getty Images.\nSalesforce\nDon't let anyone tell you that brand-name, mega-cap stocks can't deliver big-time returns for investors. Despite a $236 billion market cap, cloud-based customer relationship management (CRM) software provider Salesforce.com (NYSE:CRM) has all the tools necessary to make a run at a $1 trillion valuation by the end of the decade.\nFor those of you wondering, CRM software is used consumer-facing businesses to oversee client relationships, handle service issues, manage online marketing campaigns, and run a variety of predictive analyses, to name a few core functions. Salesforce is the undisputed king of CRM sales. When IDC examined global CRM revenue in the first half of 2020, it found that Salesforce brought in 19.8% of total sales. That was more than its four-closest competitors, combined, and it practically ensures that the company's leading position in this double-digit growth trend remains unmatched.\nSalesforce CEO Marc Benioff has also been a mastermind on the acquisition front. Previous purchases (MuleSoft and Tableau) have expanded its product and service ecosystem and helped to fuel a 29% compound annual sales growth rate over the past decade. The company's most recent acquisition of cloud-based enterprise communications platform Slack Technologies will serve as a jumping-off point for Salesforce to cross-sell to small-and-medium-sized businesses.\nIf all continues to go well, Salesforce will surpass $50 billion in annual sales by fiscal 2026 after reporting $21.3 billion in revenue in fiscal 2021. That's sustainable growth long-term investors can count on.\nImage source: Getty Images.\nThe Original Bark Company\nOn the other end of the spectrum is dog-focused product and service small-cap stock, The Original Bark Company (NYSE:BARK), which is perhaps better known as BarkBox.\nEven though pet expenditures aren't growing as quickly as CRM software on an annual basis, there may not be a more recession-resistant industry than pets. After all, sales data from the American Pet Products Association shows it's been at least a quarter of a century since year-over-year pet spending declined. This year alone, pet owners are forecast to shell out $109.6 billion.\nWhat makes Bark so intriguing is its subscription-focused operating model. Approximately 90% of its sales are based on a monthly subscription model, with the remainder originating from product placement in over 23,000 retail locations.  Not having to maintain brick-and-mortar locations or sit on mountains of inventory means lower overhead costs and a gross margin that's consistently hovered around 60%.\nFurthermore, Bark is leaning on innovation and tech-driven personalization to boost sales. Last year, it introduced Bark Home and Bark Eats. Bark Home is a portal for basic need accessories like leashes and beds, whereas Bark Eats is a subscription service that works with owners to develop a customized dry food diet for their pooch. The potential for add-on sales, along with existing growth opportunities, could triple Bark's revenue by fiscal 2026.\nImage source: Getty Images.\nLovesac\nAnother game-changing stock that can turn $250,000 into a cool $1 million or more by 2030 is furniture stock Lovesac (NASDAQ:LOVE). And yes, I did just use the words \"game-changing\" and \"furniture stock\" in the same sentence.\nTypically, retailing furniture is a highly cyclical and relatively boring operating model that's dependent on brick-and-mortar retail locations. However, Lovesac is changing up multiple aspects of the furniture industry.\nArguably the biggest difference between Lovesac and traditional furniture manufacturers and retailers is the product. Almost 85% of Lovesac's revenue is derived from its \"sactionals.\" These are sectional-based modular couches that can be rearranged a countless number of ways to accommodate any livable space.  The company's sactionals have approximately 200 different cover choices, which means that buyers shouldn't have any trouble matching Lovesac's modular furniture with the color scheme or theme of their home. And lastly, the yarn used in these covers is made entirely from recycled plastic water bottles. That's functionality, choice, and environmentally friendly products all rolled up into one.\nWere this not enough, the company has dazzled Wall Street with its ability to shift its sales approach during the pandemic. In fiscal 2021, 47% of Lovesac's sales were generated online, with another 7% coming from pop-up showrooms. Having less in the way of overhead and emphasizing direct-to-consumer sales pushed the company to recurring profitability well ahead of Wall Street's forecast.\nImage source: Getty Images.\nJushi Holdings\nThe U.S. cannabis industry should be another source of opportunity for patient growth-seeking investors this decade. By 2030, small-cap marijuana stock Jushi Holdings (OTC:JUSHF) has a good chance to quadruple (or more) in value.\nJushi's growth story can't be told without noting its focus on limited-license states. More than 80% of the company's revenue this year will likely originate from Pennsylvania, Illinois, and Virginia. The former two states cap how many retail licenses can be issued in aggregate, and to a single business, while Virginia assigns licenses according to jurisdiction. The key point being that these three markets are purposely reining in competition, which will ensure that Jushi has a fair chance to build up its brand and garner a loyal following.\nFor such a small pot stock, Jushi hasn't been afraid to put the capital it's raised to work. It's expanded its cultivation potential in Virginia, added to its large retail presence in Pennsylvania, and acquired two dispensaries in California, just since the year began. California is the world's leading marijuana market by annual sales.\nBetween 2020 and 2024, Wall Street is looking for Jushi's sales to climb by 1,100% to nearly $1 billion. With the company expected to become profitable on a recurring basis next year, it may well be the biggest bargain in the industry.\nImage source: Getty Images.\nSea Limited\nA final game-changing stock that could generate a life-altering return for investors is Singapore-based Sea Limited (NYSE:SE). What makes Sea such a special company is that it has a trio of rapidly growing operating segments to support its valuation expansion.\nFor starters, Sea's gaming division has grown rapidly, and is currently the only one of the three segments generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). As of the end of March, Sea had close to 649 million active mobile gamers, 12.3% of which were paying customers.  Most pay-to-play platforms only average a 2% conversion rate, so this is a phenomenal monetization rate for its mobile game platform.\nSecond, Sea has a rapidly expanding e-commerce presence in Southeastern Asia and Brazil. Shopee, as the company's online commerce platform is known, is the most-downloaded shopping app in Southeast Asia. Between a burgeoning middle class and the coronavirus pandemic keeping people in their homes, Shopee saw more gross merchandise value traverse its network in the first three months of 2021 than it did in all of 2018.\nAnd third, Sea has its relatively new digital financial services operations. Since many of the regions Sea operates in are underbanked, the ability to offer mobile wallet payments could be a game-changer for consumers. The company already has more than 26 million paying users. Altogether, these three segments could quintuple Sea's annual sales over the next four years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896189665,"gmtCreate":1628561502557,"gmtModify":1703508140109,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/896189665","repostId":"1196813173","repostType":4,"repost":{"id":"1196813173","pubTimestamp":1628550902,"share":"https://ttm.financial/m/news/1196813173?lang=&edition=fundamental","pubTime":"2021-08-10 07:15","market":"us","language":"en","title":"Stocks making the biggest moves in the premarket: Casper Sleep, AMC Entertainment, 3D Systems and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1196813173","media":"CNBC","summary":"Casper Sleep Inc. – The sleep products company reported record quarterly revenue that came in above ","content":"<div>\n<p>Casper Sleep Inc. – The sleep products company reported record quarterly revenue that came in above Street forecasts, though it still reported a quarterly loss. Casper Sleep said it saw strong growth ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/10/stocks-making-the-biggest-moves-in-the-premarket-casper-sleep-amc-entertainment-3d-systems-and-more.html?&qsearchterm=biggest%20moves\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks making the biggest moves in the premarket: Casper Sleep, AMC Entertainment, 3D Systems 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\">\nStocks making the biggest moves in the premarket: Casper Sleep, AMC Entertainment, 3D Systems and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 07:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/10/stocks-making-the-biggest-moves-in-the-premarket-casper-sleep-amc-entertainment-3d-systems-and-more.html?&qsearchterm=biggest%20moves><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Casper Sleep Inc. – The sleep products company reported record quarterly revenue that came in above Street forecasts, though it still reported a quarterly loss. Casper Sleep said it saw strong growth ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/10/stocks-making-the-biggest-moves-in-the-premarket-casper-sleep-amc-entertainment-3d-systems-and-more.html?&qsearchterm=biggest%20moves\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARMK":"Aramark","KSU":"堪萨斯南方铁路","DDD":"3D系统","AMC":"AMC院线","IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","IHG":"洲际酒店","PLNT":"Planet Fitness Inc","CHGG":"Chegg Inc"},"source_url":"https://www.cnbc.com/2021/08/10/stocks-making-the-biggest-moves-in-the-premarket-casper-sleep-amc-entertainment-3d-systems-and-more.html?&qsearchterm=biggest%20moves","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1196813173","content_text":"Casper Sleep Inc. – The sleep products company reported record quarterly revenue that came in above Street forecasts, though it still reported a quarterly loss. Casper Sleep said it saw strong growth in both retail and direct-to-consumer sales channels, but noted that it is also dealing with higher input costs and supply chain difficulties. Shares initially rallied in the premarket, but subsequently tumbled 6.1%.\nAMC Entertainment – AMC reported a quarterly loss of 71 cents per share, 20 cents a share smaller than Wall Street had anticipated. Revenue came in above analysts’ forecasts. AMC was helped by the lifting of Covid restrictions and the return of moviegoers to theaters, along with the release of several hit movies. Its shares surged 7.8% in premarket action.\n3D – 3D Systems earned 12 cents per share for its latest quarter, beating the 5 cents a share consensus estimate. The 3D printing technology company’s revenue beat estimates as well. 3D said it had successfully come through the most challenging 12 months it had ever experienced amid the pandemic. 3D’s stock soared 14.1% in premarket action.\nKansas City Southern –Canadian Pacific Railway(CP) raised its cash-and-stock offer for Kansas City Southern to about $300 per share. Canadian Pacific had struck a deal to buy its rival rail operator for $275 per share, but Kansas City Southern subsequently agreed to a higher offer fromCanadian National Railway(CNI). Kansas City Southern surged 7.2% in the premarket, while Canadian Pacific lost 1.7% and Canadian National rose 1.9%.\nAramark – The foodservice company reported a quarterly profit of 3 cents per share, beating the penny a share consensus estimate. Revenue came in slightly below forecasts. Aramark said it benefited from rebounding sales volume as well as effective cost management. Aramark shares added 1.3% in the premarket.\nPlanet Fitness – Planet Fitness missed estimates by 2 cents a share, with quarterly earnings of 21 cents per share. Revenue topped estimates as gyms reopened and membership numbers increased for the fitness center operator. Shares fell 3.2% in the premarket.\nThe RealReal – The RealReal lost 50 cents per share for its latest quarter, 3 cents a share wider than analysts had anticipated. The operator of an online pre-owned luxury goods marketplace also saw revenue fall short of estimates. The company said gross merchandise volume was up 91% compared to a year ago, and up 84.5% from repeat buyers. The stock slid 6% in premarket trading.\nChegg – Chegg beat estimates by 6 cents a share, with quarterly earnings of 43 cents per share. The online education company’s revenue also topped forecasts. Chegg raised its full-year outlook, saying its international growth continues to be strong. Its shares added 2.9% in the premarket.\nInterContinental Hotels Group PLC – InterContinental Hotels reported an operating profit for the first six months of the year, rebounding from a year-ago loss as summer vacation bookings jumped. The operator of Holiday Inn and other hotel chains eliminated its dividend to cut costs, however, sending its shares down 1.6% in premarket trading.\nII-VI Inc – The maker of optoelectronic components beat estimates on the top and bottom lines for its latest quarter, earning 88 cents per share compared to a 76 cents a share consensus estimate. It also had its highest-ever backlog at the end of the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068368454,"gmtCreate":1651720114763,"gmtModify":1676534956702,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068368454","repostId":"2233004021","repostType":4,"repost":{"id":"2233004021","pubTimestamp":1651719928,"share":"https://ttm.financial/m/news/2233004021?lang=&edition=fundamental","pubTime":"2022-05-05 11:05","market":"us","language":"en","title":"Tesla's Risk Calculus","url":"https://stock-news.laohu8.com/highlight/detail?id=2233004021","media":"seekingalpha","summary":"ThesisTesla (NASDAQ:TSLA) investors have been on a roller coaster recently. On the positive side, it","content":"<html><head></head><body><h2>Thesis</h2><p>Tesla (NASDAQ:TSLA) investors have been on a roller coaster recently. On the positive side, its 2022 Q1 was another record-setting quarter. It delivered better-than-expected results pretty much across the board.</p><p>It delivered 310,000 vehicles despite market concerns over supply chain challenges and factory shutdowns in Shanghai. Both topline and bottom line also showed healthy growth and the operating margin expanded to a record 19%. After reporting such up beating numbers, the stock price rallied by more than 10% the next trading day on April 21 to almost $1,100.</p><p>However, on the other side, a few negative developments sent the stock price back to the $850 level. Note that the price information was taken during the trading session on Monday, May 2. With the large market volatilities these days, the prices may have changed a bit when you read this article. First, the overall market sentiment had been dominated by fear last week after TSLA’s earnings release. With major institutions like Bank of America trimming S&amp;P 500 targets and forecasting an increased possibility of a recession ahead, all major indices suffered a large correction, and the S&amp;P 500 lost a whopping 3.6% in a single day last Friday. Second, Elon Musk unloaded about $8B worth of his shares in lots priced between $870 to $1,000 according to filings released on April 29, adding more fuel to the fire. Unfortunately, such events have happened before and very likely will happen again. Another recent example involved polling his 62.5 million <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> followers whether he should reduce his holdings or not. And we all know what transpired next – the stock price fell by more than 17% to the $1,000 level during that week.</p><p><img src=\"https://static.tigerbbs.com/971cf85239ad980dea02fd27c1849c44\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p>Looking forward, we see both some additional uncertainties ahead and also some catalysts to support its production ramping up and profitability growth. Overall, we see the investment feature a positive return profile despite large variance. Specifically,</p><ul><li>Looking past the above short-term price dramas, there are a few additional key uncertainties ahead for TSLA investors. Both the Texas and Berlin factories are in earlier ramp up phase, and their production goals may be delayed due to variable uncertainties (supply chain issues, labor shortage, material shortage, et al). Its Shanghai factory is operating on partial capacity and its status hinges on the COVID situation in the city. Also, as a key port city, Shanghai can also interrupt TSLA’s overall supply chain in China.</li><li>But at the same time, we also see positive catalysts that support a favorable risk/return profile. The investment would feature breakeven odds return even assuming a relatively small probability (about 16%) for management to deliver their growth expectations of about 50% CAGR.</li><li>More importantly, TSLA achieved an important milestone for future capacity growth in the last quarter: the inhouse production of 4680 battery cells. In April 2022, TSLA delivered the first Model Y with 4680 in-house made cells, single-piece front body castings and structural battery packs. Ultimately, Gigafactory Berlin-Brandenburg will be able to produce Model Ys using both structural packs with 4680 cells as well as non-structural packs with 2170 cells. Inhouse battery production is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the bottleneck issues for TSLA’s production growth. It is a key piece in TSLA’s overall strategy of vertical integration. Going forward, the successful 4680 inhouse production and structural battery packs give the company better control of its supply chain and a leg up over other automakers.</li></ul><h2>TSLA Q1 Highlights</h2><p>The most important highlights to me in the earnings were the production and delivery updates. As seen below, TSLA delivered more than 310k vehicles in Q1 2022 and produced more than 305k. Despite market concerns over supply chain challenges and factory shutdowns in Shanghai, TSLA was able to grow both its production and its delivery above the previous quarter. On a year-over-year basis, its deliveries and predictions grow spectacularly by almost 70%.</p><p>Looking forward, production and deliveries started from the Berlin Gigafactory in March 2022, and from the Texas Gigafactory in April 2022. And I have no doubt that these new Gigafactories will further boost growth in vehicle production and deliveries.</p><p><img src=\"https://static.tigerbbs.com/faa33a317a5314d897f0593060a9e26e\" tg-width=\"640\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>TSLA earnings report</p><p>Given the healthy growth in deliveries and production, its profits also improved. It raked in a record $18.8B of total revenues and a total of $3.6B in GAAP operating income. Both were at record levels and represented spectacular growth both compared to the previous quarter and also YoY. In terms of margins, it managed to reduce costs (COGS costs) per vehicle despite inflationary pressures. The operating margin expanded to a record 19.2% in Q1, and GAAP Automotive&#39;s gross margin also expanded to a record 32.9%.</p><p>However, there are a few not-so-rosy numbers too. Operating cash decreased by about $500M to about $4B compared to the previous quarter. As a result, the operating cash flow less CAPEX (i.e., free cash flow) dropped to $2.2B in Q1, lower than the previous quarter’s 2.7 billion by about $500M. More than fundamentals, there are also some uncertainties in future production and growth, as detailed next.<img src=\"https://static.tigerbbs.com/471d7369904b53af4bc3a3ec7ee96306\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>TSLA earnings report</p><h2>Production Uncertainties And Modeling</h2><p>Now on to the production risks and uncertainty. In Q1 2022, management reported a continuation of the global supply chain, transportation, labor, and other manufacturing challenges. These issues have limited the ability of the factories at full capacity.</p><p>Looking forward, some of these issues are going to persist. Both Berlin and Texas factories are in their earlier ramp-up phase. One of the key pieces for TSLA capacity growth involves Gigafactory Texas to be able to produce Model Ys using both structural packs with 4680 cells as well as non-structural packs with 2170 cells. This goal may be delayed due to supply chain issues and throttle production. In China, a spike in COVID-19 cases in Shanghai has led to the lockdown of the city and the shutdown of the factory. As a key port city, Shanghai can also interrupt TSLA’s supply chain. Although limited production has recently restarted, the situation is very fluid and could reverse.</p><p><img src=\"https://static.tigerbbs.com/f4f4d674a58f20c4fbacab08a736c8fc\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>TSLA earnings report</p><p>The margin of uncertainties widens as we look further out. TSLA’s management&#39;s target is at 20 million by 2030, translating to about 25x of 2021 volume and a growth rate of about 50% CAGR per year. Management’s optimism is certainly shared among the investment community. For example, some analysts believe TSLA can comfortably grow production by 50% every year through 2025 and possibly 2030. While ARK Invest CEO Cathie Wood is even more optimistic, predicting Tesla to sell 20m vehicles a year by 2025. On the other hand, there is no lack of skepticism either. For example, Morning Star analysis assumes Tesla only delivers around 5.7 million vehicles by 2030, well below management’s target.</p><p>Given such uncertainties, it makes sense to explore a couple of scenarios to form a more comprehensive and objective view. This next table summarizes three scenarios of 20%, 30%, and 50% annual growth rates for TSLA considering its fixed cost and variable cost of production. The analyses of its production cost have been detailed in my earlier article and here I will just summarize the key points for the ease of reference:</p><blockquote><ul><li><i>It has passed the pivot point of critical scale (with a break-even point that occurred somewhere around 100k vehicles), recouped the fixed cost, and now began to harvest the benefit of the scale of production and expanding margin. Its variable cost is estimated to be about $40k per vehicle.</i></li><li><i>I also assumed that the operating expenses to be 13% of total sales and the average vehicle price tag to be $58,000, which is consistent with its current levels. Note these assumptions also make my analysis more on the conservative side, because operation costs would also be diluted on a per-vehicle basis as Tesla sells more units.</i></li></ul></blockquote><p>As seen, depending on the growth rates, the return scenarios can be drastically different. Right now, there is no doubt that the business is expensively valued even after the recent corrections. At about 16x of sales and 83x EV/EBITDA, it is expensively valued both in relative terms and absolute terms (the overall market is valued at about 3x sales and 16x EV/EBITDA). However, if it indeed grows its production at a 50% annual rate, it could outgrow its current valuation quickly. By 2025, the price to sales ratio would be 3.2x and EV/EBITDA multiple by about 17.6x - not too different from the market at its current price. However, if growth slows to 20%, then it would be still trading at an expensive premium for years to come.</p><p><img src=\"https://static.tigerbbs.com/4ce6946c15364a8fafd81c7e38c9efd8\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><h2>Kelly Bet Analysis</h2><p>So it is indeed a high uncertainty investment. Both large gains and losses are possible as summarized in the following table. In this table, I considered the above three growth scenarios and assumed that:</p><ul><li>The base scenario with 30% production growth would enjoy an EV/EBITDA multiple of 25.7x, a 50% premium over the overall market.</li><li>The bearish scenario with 20% production growth would be valued at an EV/EBITDA multiple of 20.5x, a 20% premium over the overall market (because a 20% growth rate still deserves a valuation premium).</li><li>The bullish scenario with 50% as expressed by management would be valued at an EV/EBITDA multiple of 24.2x, a 100% premium over the overall market.</li></ul><p><img src=\"https://static.tigerbbs.com/9d9277760bdef1b7376d8001c78304a9\" tg-width=\"640\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>Usually, the discussion from here would turn into a subjective debate between the bulls and bears as aforementioned. This article will take a different approach and gauge the risk/reward profile in a more objective way using the Kelly bet size analysis. More details of the analysis can be found in my earlier article on Altria (another high uncertain stock), and only a brief summary is provided below to facilitate the remainder of the discussion.</p><blockquote><i>The Kelly method helps to turn such subjective debate into more action-oriented decision-making. The Kelly bet analysis</i> <i>is a way to determine bet sizing as a percentage of bankroll that leads to optimal growth in the long run (i.e., if you place a large number of the same bet over and again). Another reason I use it is that it not only considers the expected return, but also the variance among the outcomes, which is equally important, or more important in my view. </i></blockquote><p>With the above background, a Kelly bet analysis is shown below for the TSLA investment for the scenarios analyzed above. As seen, the Kelly analysis allows you to assign different odds – based on your judgment of the situation - and shows what your bet size should be.</p><p>For me, my assessment of the most likely odds is 50% for the base case (30% production growth), 25% for the bearish case, and 25% for the bullish case. Under these odds, the expected return is a positive 3.9% - note here the 3.9% means the expected return is 3.9% each time I place such a bet with these odds. And the bet size is 66% of the bankroll.</p><p>As another example, let’s imagine someone who holds a more doomed view for TSLA with the following odds (the so-called break-even odds) – i.e., the odds that make the expected return zero so it is not worth betting on anymore. As seen, the breakeven odds are the following: 50% odds for the base case, 34% for the bearish case, and 16% for the bullish case. In this case, the expected return is almost zero and the Kelly bet size is also almost zero too (3% of bankroll only). In other words, if your view of the odds for things to unfold is close to (or worse than) these breakeven odds, then you should not invest in TSLA.</p><p><img src=\"https://static.tigerbbs.com/807bd565fb2332f6bc5a7dae82a82c65\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><h2>Conclusions And Other Risks</h2><p>The recent developments of TSLA represent a textbook example of an investment opportunity with high uncertainties. TSLA stock prices are dominated by market sentiment and also the fundamental uncertainties of its production ramping up. And you should really consider your risk appetite before engaging.</p><p>A Kelly assessment shows an overall positive return profile based on quite conservative assumptions. Even assuming a 16% probability for the bullish case and a 34x EV/EBITDA multiple, the investment would have breakeven odds. And also note the 34x EV/EBITDA multiple is conservative in the bullish case. To put things under perspective, the fair valuation implied in the analyses from several leading institutions (such as Bank of America) under ~50% growth rate is in the range from 60x to 100x EV/EBITDA.</p><p>At the same time, TSLA achieved a key milestone last quarter, the inhouse production of 4680 battery cells, which will serve as a key catalyst for future capacity growth. It is a key piece in TSLA’s overall strategy of vertical integration. Going forward, the successful 4680 cell inhouse production and structural battery packs give the company better control of its supply chain and a leg up over other automakers.</p><p>And finally, a few words about some other risks and the limitation of the Kelly analysis itself:</p><ul><li>Specific to TSLA, in the near term, its production continues to be hobbled by the global shortage of semiconductor chips, congestion at shipping ports, and the rising cost and/or shortage of raw materials (especially nickel and lithium which are crucial for EV production).</li><li>In the longer term, the competition in the EV space is also heating up. TSLA’s market share in some of the major markets is under a lot of pressure not only from established car manufacturers but also from EV companies in the US and abroad. Especially in China, its key EV market, it faces competition from NIO, Li Auto, Xpeng, et al. The future of EVs also depends sensitively on government policies and incentives, which may not always be in TSLA’s favor.</li><li>Finally, the Kelly analysis itself cannot – nothing can – turn investment decisions into a completely scientific and objective process. If uncertainties/risks can be quantified, then they are not uncertainties/risks to start with. In the end, some degree of subjective judgment is always required based on each person&#39;s risk tolerance. For me, the Kelly analysis maps out the bounds and limits of the risks, so I can judge if I am comfortable with those limits.</li></ul></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's Risk Calculus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Risk Calculus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4506801-teslas-risk-calculus><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisTesla (NASDAQ:TSLA) investors have been on a roller coaster recently. On the positive side, its 2022 Q1 was another record-setting quarter. It delivered better-than-expected results pretty much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4506801-teslas-risk-calculus\">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)","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","TSLA":"特斯拉","BK4555":"新能源车"},"source_url":"https://seekingalpha.com/article/4506801-teslas-risk-calculus","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2233004021","content_text":"ThesisTesla (NASDAQ:TSLA) investors have been on a roller coaster recently. On the positive side, its 2022 Q1 was another record-setting quarter. It delivered better-than-expected results pretty much across the board.It delivered 310,000 vehicles despite market concerns over supply chain challenges and factory shutdowns in Shanghai. Both topline and bottom line also showed healthy growth and the operating margin expanded to a record 19%. After reporting such up beating numbers, the stock price rallied by more than 10% the next trading day on April 21 to almost $1,100.However, on the other side, a few negative developments sent the stock price back to the $850 level. Note that the price information was taken during the trading session on Monday, May 2. With the large market volatilities these days, the prices may have changed a bit when you read this article. First, the overall market sentiment had been dominated by fear last week after TSLA’s earnings release. With major institutions like Bank of America trimming S&P 500 targets and forecasting an increased possibility of a recession ahead, all major indices suffered a large correction, and the S&P 500 lost a whopping 3.6% in a single day last Friday. Second, Elon Musk unloaded about $8B worth of his shares in lots priced between $870 to $1,000 according to filings released on April 29, adding more fuel to the fire. Unfortunately, such events have happened before and very likely will happen again. Another recent example involved polling his 62.5 million Twitter followers whether he should reduce his holdings or not. And we all know what transpired next – the stock price fell by more than 17% to the $1,000 level during that week.Yahoo FinanceLooking forward, we see both some additional uncertainties ahead and also some catalysts to support its production ramping up and profitability growth. Overall, we see the investment feature a positive return profile despite large variance. Specifically,Looking past the above short-term price dramas, there are a few additional key uncertainties ahead for TSLA investors. Both the Texas and Berlin factories are in earlier ramp up phase, and their production goals may be delayed due to variable uncertainties (supply chain issues, labor shortage, material shortage, et al). Its Shanghai factory is operating on partial capacity and its status hinges on the COVID situation in the city. Also, as a key port city, Shanghai can also interrupt TSLA’s overall supply chain in China.But at the same time, we also see positive catalysts that support a favorable risk/return profile. The investment would feature breakeven odds return even assuming a relatively small probability (about 16%) for management to deliver their growth expectations of about 50% CAGR.More importantly, TSLA achieved an important milestone for future capacity growth in the last quarter: the inhouse production of 4680 battery cells. In April 2022, TSLA delivered the first Model Y with 4680 in-house made cells, single-piece front body castings and structural battery packs. Ultimately, Gigafactory Berlin-Brandenburg will be able to produce Model Ys using both structural packs with 4680 cells as well as non-structural packs with 2170 cells. Inhouse battery production is one of the bottleneck issues for TSLA’s production growth. It is a key piece in TSLA’s overall strategy of vertical integration. Going forward, the successful 4680 inhouse production and structural battery packs give the company better control of its supply chain and a leg up over other automakers.TSLA Q1 HighlightsThe most important highlights to me in the earnings were the production and delivery updates. As seen below, TSLA delivered more than 310k vehicles in Q1 2022 and produced more than 305k. Despite market concerns over supply chain challenges and factory shutdowns in Shanghai, TSLA was able to grow both its production and its delivery above the previous quarter. On a year-over-year basis, its deliveries and predictions grow spectacularly by almost 70%.Looking forward, production and deliveries started from the Berlin Gigafactory in March 2022, and from the Texas Gigafactory in April 2022. And I have no doubt that these new Gigafactories will further boost growth in vehicle production and deliveries.TSLA earnings reportGiven the healthy growth in deliveries and production, its profits also improved. It raked in a record $18.8B of total revenues and a total of $3.6B in GAAP operating income. Both were at record levels and represented spectacular growth both compared to the previous quarter and also YoY. In terms of margins, it managed to reduce costs (COGS costs) per vehicle despite inflationary pressures. The operating margin expanded to a record 19.2% in Q1, and GAAP Automotive's gross margin also expanded to a record 32.9%.However, there are a few not-so-rosy numbers too. Operating cash decreased by about $500M to about $4B compared to the previous quarter. As a result, the operating cash flow less CAPEX (i.e., free cash flow) dropped to $2.2B in Q1, lower than the previous quarter’s 2.7 billion by about $500M. More than fundamentals, there are also some uncertainties in future production and growth, as detailed next.TSLA earnings reportProduction Uncertainties And ModelingNow on to the production risks and uncertainty. In Q1 2022, management reported a continuation of the global supply chain, transportation, labor, and other manufacturing challenges. These issues have limited the ability of the factories at full capacity.Looking forward, some of these issues are going to persist. Both Berlin and Texas factories are in their earlier ramp-up phase. One of the key pieces for TSLA capacity growth involves Gigafactory Texas to be able to produce Model Ys using both structural packs with 4680 cells as well as non-structural packs with 2170 cells. This goal may be delayed due to supply chain issues and throttle production. In China, a spike in COVID-19 cases in Shanghai has led to the lockdown of the city and the shutdown of the factory. As a key port city, Shanghai can also interrupt TSLA’s supply chain. Although limited production has recently restarted, the situation is very fluid and could reverse.TSLA earnings reportThe margin of uncertainties widens as we look further out. TSLA’s management's target is at 20 million by 2030, translating to about 25x of 2021 volume and a growth rate of about 50% CAGR per year. Management’s optimism is certainly shared among the investment community. For example, some analysts believe TSLA can comfortably grow production by 50% every year through 2025 and possibly 2030. While ARK Invest CEO Cathie Wood is even more optimistic, predicting Tesla to sell 20m vehicles a year by 2025. On the other hand, there is no lack of skepticism either. For example, Morning Star analysis assumes Tesla only delivers around 5.7 million vehicles by 2030, well below management’s target.Given such uncertainties, it makes sense to explore a couple of scenarios to form a more comprehensive and objective view. This next table summarizes three scenarios of 20%, 30%, and 50% annual growth rates for TSLA considering its fixed cost and variable cost of production. The analyses of its production cost have been detailed in my earlier article and here I will just summarize the key points for the ease of reference:It has passed the pivot point of critical scale (with a break-even point that occurred somewhere around 100k vehicles), recouped the fixed cost, and now began to harvest the benefit of the scale of production and expanding margin. Its variable cost is estimated to be about $40k per vehicle.I also assumed that the operating expenses to be 13% of total sales and the average vehicle price tag to be $58,000, which is consistent with its current levels. Note these assumptions also make my analysis more on the conservative side, because operation costs would also be diluted on a per-vehicle basis as Tesla sells more units.As seen, depending on the growth rates, the return scenarios can be drastically different. Right now, there is no doubt that the business is expensively valued even after the recent corrections. At about 16x of sales and 83x EV/EBITDA, it is expensively valued both in relative terms and absolute terms (the overall market is valued at about 3x sales and 16x EV/EBITDA). However, if it indeed grows its production at a 50% annual rate, it could outgrow its current valuation quickly. By 2025, the price to sales ratio would be 3.2x and EV/EBITDA multiple by about 17.6x - not too different from the market at its current price. However, if growth slows to 20%, then it would be still trading at an expensive premium for years to come.AuthorKelly Bet AnalysisSo it is indeed a high uncertainty investment. Both large gains and losses are possible as summarized in the following table. In this table, I considered the above three growth scenarios and assumed that:The base scenario with 30% production growth would enjoy an EV/EBITDA multiple of 25.7x, a 50% premium over the overall market.The bearish scenario with 20% production growth would be valued at an EV/EBITDA multiple of 20.5x, a 20% premium over the overall market (because a 20% growth rate still deserves a valuation premium).The bullish scenario with 50% as expressed by management would be valued at an EV/EBITDA multiple of 24.2x, a 100% premium over the overall market.AuthorUsually, the discussion from here would turn into a subjective debate between the bulls and bears as aforementioned. This article will take a different approach and gauge the risk/reward profile in a more objective way using the Kelly bet size analysis. More details of the analysis can be found in my earlier article on Altria (another high uncertain stock), and only a brief summary is provided below to facilitate the remainder of the discussion.The Kelly method helps to turn such subjective debate into more action-oriented decision-making. The Kelly bet analysis is a way to determine bet sizing as a percentage of bankroll that leads to optimal growth in the long run (i.e., if you place a large number of the same bet over and again). Another reason I use it is that it not only considers the expected return, but also the variance among the outcomes, which is equally important, or more important in my view. With the above background, a Kelly bet analysis is shown below for the TSLA investment for the scenarios analyzed above. As seen, the Kelly analysis allows you to assign different odds – based on your judgment of the situation - and shows what your bet size should be.For me, my assessment of the most likely odds is 50% for the base case (30% production growth), 25% for the bearish case, and 25% for the bullish case. Under these odds, the expected return is a positive 3.9% - note here the 3.9% means the expected return is 3.9% each time I place such a bet with these odds. And the bet size is 66% of the bankroll.As another example, let’s imagine someone who holds a more doomed view for TSLA with the following odds (the so-called break-even odds) – i.e., the odds that make the expected return zero so it is not worth betting on anymore. As seen, the breakeven odds are the following: 50% odds for the base case, 34% for the bearish case, and 16% for the bullish case. In this case, the expected return is almost zero and the Kelly bet size is also almost zero too (3% of bankroll only). In other words, if your view of the odds for things to unfold is close to (or worse than) these breakeven odds, then you should not invest in TSLA.AuthorConclusions And Other RisksThe recent developments of TSLA represent a textbook example of an investment opportunity with high uncertainties. TSLA stock prices are dominated by market sentiment and also the fundamental uncertainties of its production ramping up. And you should really consider your risk appetite before engaging.A Kelly assessment shows an overall positive return profile based on quite conservative assumptions. Even assuming a 16% probability for the bullish case and a 34x EV/EBITDA multiple, the investment would have breakeven odds. And also note the 34x EV/EBITDA multiple is conservative in the bullish case. To put things under perspective, the fair valuation implied in the analyses from several leading institutions (such as Bank of America) under ~50% growth rate is in the range from 60x to 100x EV/EBITDA.At the same time, TSLA achieved a key milestone last quarter, the inhouse production of 4680 battery cells, which will serve as a key catalyst for future capacity growth. It is a key piece in TSLA’s overall strategy of vertical integration. Going forward, the successful 4680 cell inhouse production and structural battery packs give the company better control of its supply chain and a leg up over other automakers.And finally, a few words about some other risks and the limitation of the Kelly analysis itself:Specific to TSLA, in the near term, its production continues to be hobbled by the global shortage of semiconductor chips, congestion at shipping ports, and the rising cost and/or shortage of raw materials (especially nickel and lithium which are crucial for EV production).In the longer term, the competition in the EV space is also heating up. TSLA’s market share in some of the major markets is under a lot of pressure not only from established car manufacturers but also from EV companies in the US and abroad. Especially in China, its key EV market, it faces competition from NIO, Li Auto, Xpeng, et al. The future of EVs also depends sensitively on government policies and incentives, which may not always be in TSLA’s favor.Finally, the Kelly analysis itself cannot – nothing can – turn investment decisions into a completely scientific and objective process. If uncertainties/risks can be quantified, then they are not uncertainties/risks to start with. In the end, some degree of subjective judgment is always required based on each person's risk tolerance. For me, the Kelly analysis maps out the bounds and limits of the risks, so I can judge if I am comfortable with those limits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019791856,"gmtCreate":1648637049112,"gmtModify":1676534368887,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019791856","repostId":"1116605765","repostType":4,"repost":{"id":"1116605765","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1648630693,"share":"https://ttm.financial/m/news/1116605765?lang=&edition=fundamental","pubTime":"2022-03-30 16:58","market":"us","language":"en","title":"Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116605765","media":"Benzinga","summary":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a ni","content":"<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</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>Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?</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 Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-30 16:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116605765","content_text":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.Apple Back In The Green: Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.The stock is now up about 4.2% year-to-date.What's Driving The Rally?Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant's key hardware launch events are back-end loaded.This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its \"Peek Performance\" event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.AAPL Price Action: Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010621127,"gmtCreate":1648360786127,"gmtModify":1676534331465,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010621127","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></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>Alphabet Vs. Meta: One Is The Much Better Buy</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\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4553":"喜马拉雅资本持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4508":"社交媒体","BK4573":"虚拟现实","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4581":"高盛持仓","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037630707,"gmtCreate":1648087242974,"gmtModify":1676534302705,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037630707","repostId":"2221304477","repostType":4,"repost":{"id":"2221304477","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":1648077274,"share":"https://ttm.financial/m/news/2221304477?lang=&edition=fundamental","pubTime":"2022-03-24 07:14","market":"us","language":"en","title":"US STOCKS-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2221304477","media":"Reuters","summary":"* Adobe falls on lackluster current-quarter forecast* Google to pause ads that exploit, dismiss Russ","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> falls on lackluster current-quarter forecast</p><p>* Google to pause ads that exploit, dismiss Russia-Ukraine war</p><p>* Indexes: Dow down 1.3%, S&amp;P 500 down 1.2%, Nasdaq down 1.3%</p><p>NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.</p><p>Responding to Western sanctions that have hit Russia&#39;s economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from &#34;unfriendly&#34; countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.</p><p>Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&amp;P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&amp;P 500 sectors were lower on the day.</p><p>&#34;These geopolitical problems are sort of hanging over the market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;The resurgence of oil prices is giving people pause,&#34; he said, adding, &#34;There needs to be a resolution with Russia. That&#39;s going to hold the market back.&#34;</p><p>The day&#39;s decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.</p><p>Among the day&#39;s biggest drags, Adobe Inc&#39;s    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.</p><p>The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&amp;P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.</p><p>Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.</p><p>Last week, the U.S. central bank raised interest rates for the first time since 2018.</p><p>Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.</p><p>GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen&#39;s investment company bought 100,000 shares of the videogame retailer.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.</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-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries</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-Wall St Drops as Oil Rally, Russia-Ukraine Conflict Fuel Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-24 07:14</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/ADBE\">Adobe</a> falls on lackluster current-quarter forecast</p><p>* Google to pause ads that exploit, dismiss Russia-Ukraine war</p><p>* Indexes: Dow down 1.3%, S&amp;P 500 down 1.2%, Nasdaq down 1.3%</p><p>NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.</p><p>Responding to Western sanctions that have hit Russia&#39;s economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from &#34;unfriendly&#34; countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.</p><p>Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&amp;P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&amp;P 500 sectors were lower on the day.</p><p>&#34;These geopolitical problems are sort of hanging over the market,&#34; said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.</p><p>&#34;The resurgence of oil prices is giving people pause,&#34; he said, adding, &#34;There needs to be a resolution with Russia. That&#39;s going to hold the market back.&#34;</p><p>The day&#39;s decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.</p><p>Among the day&#39;s biggest drags, Adobe Inc&#39;s    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.</p><p>The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&amp;P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.</p><p>Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.</p><p>Last week, the U.S. central bank raised interest rates for the first time since 2018.</p><p>Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.</p><p>GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen&#39;s investment company bought 100,000 shares of the videogame retailer.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4574":"无人驾驶",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","BK4573":"虚拟现实","BK4561":"索罗斯持仓",".IXIC":"NASDAQ Composite","BK4581":"高盛持仓","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4504":"桥水持仓","QLD":"纳指两倍做多ETF","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","QQQ":"纳指100ETF","UDOW":"道指三倍做多ETF-ProShares","BK4553":"喜马拉雅资本持仓","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","TQQQ":"纳指三倍做多ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","BK4566":"资本集团","BK4525":"远程办公概念","BK4077":"互动媒体与服务","BK4527":"明星科技股","SSO":"两倍做多标普500ETF","BK4538":"云计算","DDM":"道指两倍做多ETF","BK4579":"人工智能","SH":"标普500反向ETF","BK4550":"红杉资本持仓","GOOG":"谷歌","DOG":"道指反向ETF","SPXU":"三倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221304477","content_text":"* Adobe falls on lackluster current-quarter forecast* Google to pause ads that exploit, dismiss Russia-Ukraine war* Indexes: Dow down 1.3%, S&P 500 down 1.2%, Nasdaq down 1.3%NEW YORK, March 23 (Reuters) - All three major U.S. stock indexes ended more than 1% lower on Wednesday as oil prices jumped and Western leaders began gathering in Brussels to plan more measures to pressure Russia to halt its conflict in Ukraine.Responding to Western sanctions that have hit Russia's economy hard, President Vladimir Putin said Moscow will seek payment in roubles for natural gas sales from \"unfriendly\" countries, while its forces bombed areas of the Ukrainian capital Kyiv a month into their assault.Oil prices    rallied 5% to over $121 a barrel and natural gas futures also jumped.    While higher oil prices benefit energy shares, they are a negative for consumers and many businesses. The S&P 500 energy sector    rose 1.7% and utilities    gained 0.2%, while all of the other major S&P 500 sectors were lower on the day.\"These geopolitical problems are sort of hanging over the market,\" said Stephen Massocca, senior vice president at Wedbush Securities in San Francisco.\"The resurgence of oil prices is giving people pause,\" he said, adding, \"There needs to be a resolution with Russia. That's going to hold the market back.\"The day's decline follows a recent string of gains as the market recovered from lows hit amid the conflict and increased worries about inflation and higher interest rates.Among the day's biggest drags, Adobe Inc's    stock slid 9.3% after the Photoshop maker late Tuesday forecast downbeat second-quarter revenue and profit and sees an impact on fiscal 2022 revenue due to the Russia-Ukraine crisis.The Dow Jones Industrial Average    fell 448.96 points, or 1.29%, to 34,358.5, the S&P 500    lost 55.37 points, or 1.23%, to 4,456.24 and the Nasdaq Composite    dropped 186.21 points, or 1.32%, to 13,922.60.Investors continued to assess the outlook for U.S. interest rates. San Francisco Federal Reserve Bank President Mary Daly said on Wednesday she is open to raising rates by 50 basis points in May, joining other policymakers in saying so.Last week, the U.S. central bank raised interest rates for the first time since 2018.Alphabet-owned    Google said it will pause all ads containing content that exploits, dismisses or condones the ongoing Russia-Ukraine conflict. Its stock fell 1.1%.GameStop Corp    shares jumped 14.5% after Chairman Ryan Cohen's investment company bought 100,000 shares of the videogame retailer.Declining issues outnumbered advancing ones on the NYSE by a 1.78-to-1 ratio; on Nasdaq, a 1.81-to-1 ratio favored decliners.The S&P 500 posted 22 new 52-week highs and four new lows; the Nasdaq Composite recorded 43 new highs and 60 new lows.Volume on U.S. exchanges was 11.69 billion shares, compared with the 14.62 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835213380,"gmtCreate":1629719995340,"gmtModify":1676530110191,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835213380","repostId":"2161747692","repostType":4,"repost":{"id":"2161747692","pubTimestamp":1629673828,"share":"https://ttm.financial/m/news/2161747692?lang=&edition=fundamental","pubTime":"2021-08-23 07:10","market":"us","language":"en","title":"Fed's Jackson Hole Symposium, personal income and spending: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2161747692","media":"Yahoo Finance","summary":"Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at","content":"<p>Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at the bank's annual Jackson Hole Economic Policy Symposium.</p>\n<p>The event, which takes place from Thursday to Saturday this week, is set to serve as a forum for more discussions around Fed policymakers' plans to announce and implement a shift in the central bank's monetary policy stance. Namely, investors have been closely watching for months to hear when officials will begin tapering their purchases of Treasury and mortgage securities, which have been taking place at a pace of $120 billion per month for more than a year during the pandemic.</p>\n<p>This asset purchase program had been a major policy underpinning U.S. equity markets this year, providing liquidity throughout the economic crisis induced by the virus. But as the economy makes headway in recovering, Fed officials' talk around pulling in the reins on this program has started to increase.</p>\n<p>Last week, Federal Reserve officials signaled the announcement of the start of tapering was edging closer. According to the meeting minutes from the Federal Reserve's July meeting, most monetary policymakers believed the economy will have made enough progress toward recovering to warrant tapering.</p>\n<p>\"Most participants noted that, provided that the economy were to evolve broadly as they anticipated, they judged that it could be appropriate to start reducing the pace of asset purchases this year because they saw the Committee’s 'substantial further progress' criterion as satisfied with respect to the price-stability goal and as close to being satisfied with respect to the maximum employment goal,\" according to the FOMC minutes.</p>\n<p>But as many pundits have noted, the central bank still has a host of meetings left in 2021 to serve as a platform for further discussing or announcing tapering. As a result, Jackson Hole this week may cause few ripples, with policymakers like Federal Reserve Chair Jerome Powell sticking to their previously telegraphed language about waiting to see further improvements in the labor market before escalating talk of tapering further.</p>\n<p>\"Jackson Hole next week is certainly a target for when we might hear some actual firm language around taper. I'm not really expecting much out of Jackson Hole,\" Garrett Melson, Natixis Investment Managers Solutions portfolio strategist, told Yahoo Finance last week. \"We're more in the camp that we probably start to hear something around the November meeting. Perhaps they're as quick as December to start actually implementing the taper. But I'm still more in the camp that January is probably when we begin to see a slow taper, probably in the ballpark of $15 billion per month.\"</p>\n<p>\"They're still very, very dovish. They're slightly less dovish,\" he added. \"But that's a little semantics at this point. Taper is very well documented and well known. We know it's coming. It's just a matter of timing and really shouldn't surprise many investors out there.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffd135dd0d8cdc399e0982d54e39f5bd\" tg-width=\"6000\" tg-height=\"4000\" width=\"100%\" height=\"auto\"><span>Federal Reserve Board Chair Jerome Powell testifies before Senate Banking, Housing, and Urban Affairs hearing to examine the Semiannual Monetary Policy Report to Congress, July 15, 2021, on Capitol Hill. (AP Photo/Jose Luis Magana, file)ASSOCIATED PRESS</span></p>\n<p>As for the ultimate market impact of tapering, if the outcome is anything like the response from the last announcement of tapering in 2023, investors might brace for a momentary bout of volatility and some sector rotation beneath the surface.</p>\n<p>\"In 2013, Fed Chair Bernanke's comments about tapering catalyzed a five-day, 40 bp backup in 10-year yields and a 5% drop in the S&amp;P 500,\" said David Kostin, Goldman Sachs' chief U.S. equity strategist, in a note last week. \"The initial signal from the taper tantrum ultimately proved fleeting during a year with extremely strong returns for equities.\"</p>\n<p>\"The S&amp;P 500 rebounded 5% in the roughly two months following the tantrum, led higher by the materials, consumer discretionary, and health care sectors,\" he added. \"By December, the S&amp;P 500 had posted a full-year return of 32%. As the Fed reiterated its commitment to accommodative policy, growth outperformed value and cyclical stocks outperformed defensives.\"</p>\n<h2>Personal spending, income</h2>\n<p>New economic data on consumer spending and income will also be in focus later this week, with reports on both metrics due for release on Friday.</p>\n<p>Consensus economists expect to see personal spending slow to just a 0.4% monthly clip in July, decelerating from June's 1.0% increase.</p>\n<p>Just last week, the Commerce Department's data showed retail sales fell more than expected in July, dipping by 1.1%. The print pointed to more moderation in spending as the impact of stimulus checks earlier this year waned further, and lowered the bar for the Bureau of Economic Analysis' monthly personal spending data.</p>\n<p>Other data has also underscored the slowdown in consumer spending, especially given the recent spread of the Delta variant starting in the middle of summer.</p>\n<p>\"Although services spending started strong in July boosted by the holiday, our aggregated BAC credit and debit card data suggest services spending, particularly for travel and leisure, slowed down noticeably in the second half of the month, potentially due to rising Delta concerns,\" Bank of America economist Michelle Meyer wrote in a note Friday.</p>\n<p>Friday's consumer spending report will also come with data on personal income, which is also expected to have ticked up only slightly on a monthly basis. Economists look for a 0.1% increase in July, which would match the pace from the prior month.</p>\n<p>Even with the deceleration in income, however, the personal savings rate may have increased as an early round of child tax credit payments helped offset a slowing pace of income growth, some economists noted.</p>\n<p>\"The advance child tax credit payments delivered this month translated into a lower tax burden and therefore a 1% month-over-month boost to disposable income, consequently leading to a rise in the savings rate to 10.0% from 9.4% in June,\" Meyer predicted.</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Chicago Fed National Activity Index, July (0.09 in June); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, August preliminary (62.8 expected, 63.4 in July); Markit U.S. Services PMI, August preliminary (59.0 expected, 59.9 in July); Markit U.S. Composite PMI, August preliminary (59.9 in July); Existing home sales, month-on-month, July (-0.3% expected, 1.4% in June)</p></li>\n <li><p><b>Tuesday: </b>Richmond Fed Manufacturing Index, August (25 expected, 27 in July); New home sales, month-on-month, July (3.6% expected, -6.6% in June)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended August 20 (-3.9% during prior week); Durable goods orders, July preliminary (-0.2% expected, 0.9% in June); Non-defense capital goods orders excluding aircraft, July preliminary (0.5% expected, 0.7% in June); Non-defense capital goods shipments excluding aircraft, July preliminary (0.6% in June)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended August 21 (352,000 expected, 348,000 during prior week); Continuing claims, week ended August 14 (2.780 million expected, 2.820 million during prior week); GDP annualized quarter-over-quarter, Q2 second estimate (6.6% expected, 6.5% in prior print); Personal consumption, Q2 second estimate (12.3% expected, 11.8% in prior print); Core PCE quarter-over-quarter Q2 second estimate (6.1% expected, 6.1% in prior print); Kansas City Fed Manufacturing Activity Index, August (30 in prior print)</p></li>\n <li><p><b>Friday: </b>Advanced goods trade balance, July (-$90.9 billion expected, -$91.2 billion in June); Wholesale inventories, month-over-month, July preliminary (1.0% expected, 1.1% in June); Personal income, July (0.2% expected, 0.1% in June); Personal spending, July (0.4% expected, 1.0% in June); PCE core deflator, month-on-month, July (0.3% expected, 0.4% in June); PCE core deflator, year-on-year, July (3.6% expected, 3.5% in June); University of Michigan Sentiment, August final (71.0 expected, 70.2 in prior print)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b>Advance Auto Parts (AAP) before market open; Intuit (INTU) after market close</p></li>\n <li><p><b>Wednesday: </b>Best Buy (BBY) before market open; <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), Autodesk (ADSK), Ulta Beauty (ULTA) after market close</p></li>\n <li><p><b>Thursday: </b>The JM Smucker Co. (SJM), Dollar General (DG), Dollar Tree (DLTR) before market open; The Gap (GPS), HP Inc. (HPQ) after market close</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release </i></p></li>\n</ul>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Jackson Hole Symposium, personal income and spending: What to know 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\">\nFed's Jackson Hole Symposium, personal income and spending: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-heads-to-jackson-hole-personal-income-and-spending-what-to-know-this-week-150228513.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at the bank's annual Jackson Hole Economic Policy Symposium.\nThe event, which takes place from ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-heads-to-jackson-hole-personal-income-and-spending-what-to-know-this-week-150228513.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XRT":"零售指数ETF-SPDR标普",".SPX":"S&P 500 Index","SPY.AU":"SPDR® S&P 500® ETF Trust","TGT":"塔吉特",".DJI":"道琼斯","BBY":"百思买","WMT":"沃尔玛",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/fed-heads-to-jackson-hole-personal-income-and-spending-what-to-know-this-week-150228513.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2161747692","content_text":"Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at the bank's annual Jackson Hole Economic Policy Symposium.\nThe event, which takes place from Thursday to Saturday this week, is set to serve as a forum for more discussions around Fed policymakers' plans to announce and implement a shift in the central bank's monetary policy stance. Namely, investors have been closely watching for months to hear when officials will begin tapering their purchases of Treasury and mortgage securities, which have been taking place at a pace of $120 billion per month for more than a year during the pandemic.\nThis asset purchase program had been a major policy underpinning U.S. equity markets this year, providing liquidity throughout the economic crisis induced by the virus. But as the economy makes headway in recovering, Fed officials' talk around pulling in the reins on this program has started to increase.\nLast week, Federal Reserve officials signaled the announcement of the start of tapering was edging closer. According to the meeting minutes from the Federal Reserve's July meeting, most monetary policymakers believed the economy will have made enough progress toward recovering to warrant tapering.\n\"Most participants noted that, provided that the economy were to evolve broadly as they anticipated, they judged that it could be appropriate to start reducing the pace of asset purchases this year because they saw the Committee’s 'substantial further progress' criterion as satisfied with respect to the price-stability goal and as close to being satisfied with respect to the maximum employment goal,\" according to the FOMC minutes.\nBut as many pundits have noted, the central bank still has a host of meetings left in 2021 to serve as a platform for further discussing or announcing tapering. As a result, Jackson Hole this week may cause few ripples, with policymakers like Federal Reserve Chair Jerome Powell sticking to their previously telegraphed language about waiting to see further improvements in the labor market before escalating talk of tapering further.\n\"Jackson Hole next week is certainly a target for when we might hear some actual firm language around taper. I'm not really expecting much out of Jackson Hole,\" Garrett Melson, Natixis Investment Managers Solutions portfolio strategist, told Yahoo Finance last week. \"We're more in the camp that we probably start to hear something around the November meeting. Perhaps they're as quick as December to start actually implementing the taper. But I'm still more in the camp that January is probably when we begin to see a slow taper, probably in the ballpark of $15 billion per month.\"\n\"They're still very, very dovish. They're slightly less dovish,\" he added. \"But that's a little semantics at this point. Taper is very well documented and well known. We know it's coming. It's just a matter of timing and really shouldn't surprise many investors out there.\"\nFederal Reserve Board Chair Jerome Powell testifies before Senate Banking, Housing, and Urban Affairs hearing to examine the Semiannual Monetary Policy Report to Congress, July 15, 2021, on Capitol Hill. (AP Photo/Jose Luis Magana, file)ASSOCIATED PRESS\nAs for the ultimate market impact of tapering, if the outcome is anything like the response from the last announcement of tapering in 2023, investors might brace for a momentary bout of volatility and some sector rotation beneath the surface.\n\"In 2013, Fed Chair Bernanke's comments about tapering catalyzed a five-day, 40 bp backup in 10-year yields and a 5% drop in the S&P 500,\" said David Kostin, Goldman Sachs' chief U.S. equity strategist, in a note last week. \"The initial signal from the taper tantrum ultimately proved fleeting during a year with extremely strong returns for equities.\"\n\"The S&P 500 rebounded 5% in the roughly two months following the tantrum, led higher by the materials, consumer discretionary, and health care sectors,\" he added. \"By December, the S&P 500 had posted a full-year return of 32%. As the Fed reiterated its commitment to accommodative policy, growth outperformed value and cyclical stocks outperformed defensives.\"\nPersonal spending, income\nNew economic data on consumer spending and income will also be in focus later this week, with reports on both metrics due for release on Friday.\nConsensus economists expect to see personal spending slow to just a 0.4% monthly clip in July, decelerating from June's 1.0% increase.\nJust last week, the Commerce Department's data showed retail sales fell more than expected in July, dipping by 1.1%. The print pointed to more moderation in spending as the impact of stimulus checks earlier this year waned further, and lowered the bar for the Bureau of Economic Analysis' monthly personal spending data.\nOther data has also underscored the slowdown in consumer spending, especially given the recent spread of the Delta variant starting in the middle of summer.\n\"Although services spending started strong in July boosted by the holiday, our aggregated BAC credit and debit card data suggest services spending, particularly for travel and leisure, slowed down noticeably in the second half of the month, potentially due to rising Delta concerns,\" Bank of America economist Michelle Meyer wrote in a note Friday.\nFriday's consumer spending report will also come with data on personal income, which is also expected to have ticked up only slightly on a monthly basis. Economists look for a 0.1% increase in July, which would match the pace from the prior month.\nEven with the deceleration in income, however, the personal savings rate may have increased as an early round of child tax credit payments helped offset a slowing pace of income growth, some economists noted.\n\"The advance child tax credit payments delivered this month translated into a lower tax burden and therefore a 1% month-over-month boost to disposable income, consequently leading to a rise in the savings rate to 10.0% from 9.4% in June,\" Meyer predicted.\nEconomic calendar\n\nMonday: Chicago Fed National Activity Index, July (0.09 in June); Markit U.S. Manufacturing PMI, August preliminary (62.8 expected, 63.4 in July); Markit U.S. Services PMI, August preliminary (59.0 expected, 59.9 in July); Markit U.S. Composite PMI, August preliminary (59.9 in July); Existing home sales, month-on-month, July (-0.3% expected, 1.4% in June)\nTuesday: Richmond Fed Manufacturing Index, August (25 expected, 27 in July); New home sales, month-on-month, July (3.6% expected, -6.6% in June)\nWednesday: MBA Mortgage Applications, week ended August 20 (-3.9% during prior week); Durable goods orders, July preliminary (-0.2% expected, 0.9% in June); Non-defense capital goods orders excluding aircraft, July preliminary (0.5% expected, 0.7% in June); Non-defense capital goods shipments excluding aircraft, July preliminary (0.6% in June)\nThursday: Initial jobless claims, week ended August 21 (352,000 expected, 348,000 during prior week); Continuing claims, week ended August 14 (2.780 million expected, 2.820 million during prior week); GDP annualized quarter-over-quarter, Q2 second estimate (6.6% expected, 6.5% in prior print); Personal consumption, Q2 second estimate (12.3% expected, 11.8% in prior print); Core PCE quarter-over-quarter Q2 second estimate (6.1% expected, 6.1% in prior print); Kansas City Fed Manufacturing Activity Index, August (30 in prior print)\nFriday: Advanced goods trade balance, July (-$90.9 billion expected, -$91.2 billion in June); Wholesale inventories, month-over-month, July preliminary (1.0% expected, 1.1% in June); Personal income, July (0.2% expected, 0.1% in June); Personal spending, July (0.4% expected, 1.0% in June); PCE core deflator, month-on-month, July (0.3% expected, 0.4% in June); PCE core deflator, year-on-year, July (3.6% expected, 3.5% in June); University of Michigan Sentiment, August final (71.0 expected, 70.2 in prior print)\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Advance Auto Parts (AAP) before market open; Intuit (INTU) after market close\nWednesday: Best Buy (BBY) before market open; Salesforce (CRM), Autodesk (ADSK), Ulta Beauty (ULTA) after market close\nThursday: The JM Smucker Co. (SJM), Dollar General (DG), Dollar Tree (DLTR) before market open; The Gap (GPS), HP Inc. (HPQ) after market close\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803571217,"gmtCreate":1627452544839,"gmtModify":1703490248907,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803571217","repostId":"2154991792","repostType":4,"repost":{"id":"2154991792","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":1627428087,"share":"https://ttm.financial/m/news/2154991792?lang=&edition=fundamental","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</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\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite  dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158537047,"gmtCreate":1625154975589,"gmtModify":1703737410776,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/158537047","repostId":"2148825910","repostType":4,"repost":{"id":"2148825910","pubTimestamp":1625153232,"share":"https://ttm.financial/m/news/2148825910?lang=&edition=fundamental","pubTime":"2021-07-01 23:27","market":"us","language":"en","title":"This Meme Stock Just Proved the Short-Sellers Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=2148825910","media":"Motley Fool","summary":"Picking your battles is just as important when betting against a company as it is rallying around one.","content":"<p>Just as buying a stock simply because hedge funds are betting against it by shorting its shares is a foolish investment strategy, the opposite is true, too. Shorting a stock without looking at the fundamentals of the business means you're simply gambling, not investing.</p>\n<p><b>Bed Bath &amp; Beyond</b> (NASDAQ:BBBY) just dealt hedge funds and other short-sellers a decisive blow when it reported fiscal first-quarter results that were significantly better than expected. Because the home goods retailer is <a href=\"https://laohu8.com/S/AONE\">one</a> of those meme stocks that actually still has a future, the foolish bet was to think its business is still tanking. Bed Bath &amp; Beyond just showed those betting against its business just how wrong they were.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F632221%2Fpillows-home-goods-bed-bath-beyond-getty.jpeg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"455\"><span>Image source: Getty Images.</span></p>\n<h2>Fast and furious</h2>\n<p>Bed Bath &amp; Beyond reported net sales of $1.95 billion for the first quarter of 2021, a 49% gain over last year and handily outstripping the $1.87 billion Wall Street was expecting. It's the fourth consecutive quarter the retailer enjoyed higher sales, indicating its vaunted turnaround strategy is on track.</p>\n<p>While the home goods outlet did miss analyst forecasts on earnings, posting adjusted profits of $0.05 per share, $0.03 less than predicted, it now sees comparable-store sales for the rest of the year being stronger than thought. Management raised guidance for comps to low single-digit-percentage growth compared to its prior outlook for flat comps.</p>\n<p>It also raised its full-year net sales guidance to a range of $8.2 billion to $8.4 billion from $8 billion to $8.2 billion. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) are also now forecast to be higher, too, from $520 million to $540 million, up from $500 million to $525 million. For the first time since the pandemic, it offered adjusted profit guidance of $1.40 to $1.55 per share.</p>\n<h2>A banner quarter</h2>\n<p>There's a reason Bed Bath &amp; Beyond did so well: It's sticking to what it knows best. The retailer has jettisoned all of its tacked-on businesses and is instead focusing on its best, core opportunities.</p>\n<p>The retailer considers its namesake Bed Bath &amp; Beyond stores, buybuy BABY, Harmon Face Values, and Decorist to be its core. Net sales at the quartet of chains were up 73% for the period, but the Bed Bath &amp; Beyond banner was really the star, with revenue nearly doubling.</p>\n<p>Obviously it is going up against very easy comparables from last year when its stores were largely closed for the quarter, but before the pandemic hit, it was still questionable as to whether consumers would respond to the turnaround strategy. The company had only just cleaned house in the c-suite and was just launching a drive to return its business to growth when the COVID-19 outbreak struck, putting its plans on hold.</p>\n<p>The four consecutive quarters of growing sales seems to indicate it's working, and betting against the home goods giant was a poor decision.</p>\n<h2>Holding the bag</h2>\n<p>It seems a number of short-sellers did see the writing on the wall and closed out their positions recently. The number of shares sold short fell from a peak of 33.3 million shares as of May 28, more than were even sold short during the height of the meme stock frenzy in January, to 20.4 million shares in mid-June.</p>\n<p>That equates to almost 20% of Bed Bath &amp; Beyond's float being sold short, still a significant percentage, even if it is 38% below what it had been two weeks prior.</p>\n<p>Yet short-sellers have not fared well against the retail investor army that seeks to defend such beaten-down stocks. While those defenders hold a number of misconceptions about exactly what they're doing, they've still trounced the shorts.</p>\n<h2>The short story</h2>\n<p>Bed Bath &amp; Beyond's stock is up almost 7% over the past month and 68% higher year to date. Over the last 12 months, shares of the retailer have rallied to gains of 176%. That's likely part of the reason Bed Bath &amp; Beyond's short interest has dropped as it has, though if some investors looked at the prospects for its continued success they might have gotten out even sooner.</p>\n<p>The retail industry is still in a tough spot, and Bed Bath &amp; Beyond is not out of the woods, either. Yet it's clearly on the road to recovery, and that will undoubtedly have investors cheering and the short-sellers licking their wounds.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Meme Stock Just Proved the Short-Sellers Wrong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Meme Stock Just Proved the Short-Sellers Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/01/this-meme-stock-proved-the-short-sellers-wrong/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Just as buying a stock simply because hedge funds are betting against it by shorting its shares is a foolish investment strategy, the opposite is true, too. Shorting a stock without looking at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/01/this-meme-stock-proved-the-short-sellers-wrong/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"https://www.fool.com/investing/2021/07/01/this-meme-stock-proved-the-short-sellers-wrong/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148825910","content_text":"Just as buying a stock simply because hedge funds are betting against it by shorting its shares is a foolish investment strategy, the opposite is true, too. Shorting a stock without looking at the fundamentals of the business means you're simply gambling, not investing.\nBed Bath & Beyond (NASDAQ:BBBY) just dealt hedge funds and other short-sellers a decisive blow when it reported fiscal first-quarter results that were significantly better than expected. Because the home goods retailer is one of those meme stocks that actually still has a future, the foolish bet was to think its business is still tanking. Bed Bath & Beyond just showed those betting against its business just how wrong they were.\nImage source: Getty Images.\nFast and furious\nBed Bath & Beyond reported net sales of $1.95 billion for the first quarter of 2021, a 49% gain over last year and handily outstripping the $1.87 billion Wall Street was expecting. It's the fourth consecutive quarter the retailer enjoyed higher sales, indicating its vaunted turnaround strategy is on track.\nWhile the home goods outlet did miss analyst forecasts on earnings, posting adjusted profits of $0.05 per share, $0.03 less than predicted, it now sees comparable-store sales for the rest of the year being stronger than thought. Management raised guidance for comps to low single-digit-percentage growth compared to its prior outlook for flat comps.\nIt also raised its full-year net sales guidance to a range of $8.2 billion to $8.4 billion from $8 billion to $8.2 billion. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) are also now forecast to be higher, too, from $520 million to $540 million, up from $500 million to $525 million. For the first time since the pandemic, it offered adjusted profit guidance of $1.40 to $1.55 per share.\nA banner quarter\nThere's a reason Bed Bath & Beyond did so well: It's sticking to what it knows best. The retailer has jettisoned all of its tacked-on businesses and is instead focusing on its best, core opportunities.\nThe retailer considers its namesake Bed Bath & Beyond stores, buybuy BABY, Harmon Face Values, and Decorist to be its core. Net sales at the quartet of chains were up 73% for the period, but the Bed Bath & Beyond banner was really the star, with revenue nearly doubling.\nObviously it is going up against very easy comparables from last year when its stores were largely closed for the quarter, but before the pandemic hit, it was still questionable as to whether consumers would respond to the turnaround strategy. The company had only just cleaned house in the c-suite and was just launching a drive to return its business to growth when the COVID-19 outbreak struck, putting its plans on hold.\nThe four consecutive quarters of growing sales seems to indicate it's working, and betting against the home goods giant was a poor decision.\nHolding the bag\nIt seems a number of short-sellers did see the writing on the wall and closed out their positions recently. The number of shares sold short fell from a peak of 33.3 million shares as of May 28, more than were even sold short during the height of the meme stock frenzy in January, to 20.4 million shares in mid-June.\nThat equates to almost 20% of Bed Bath & Beyond's float being sold short, still a significant percentage, even if it is 38% below what it had been two weeks prior.\nYet short-sellers have not fared well against the retail investor army that seeks to defend such beaten-down stocks. While those defenders hold a number of misconceptions about exactly what they're doing, they've still trounced the shorts.\nThe short story\nBed Bath & Beyond's stock is up almost 7% over the past month and 68% higher year to date. Over the last 12 months, shares of the retailer have rallied to gains of 176%. That's likely part of the reason Bed Bath & Beyond's short interest has dropped as it has, though if some investors looked at the prospects for its continued success they might have gotten out even sooner.\nThe retail industry is still in a tough spot, and Bed Bath & Beyond is not out of the woods, either. Yet it's clearly on the road to recovery, and that will undoubtedly have investors cheering and the short-sellers licking their wounds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084019796,"gmtCreate":1650774870053,"gmtModify":1676534791201,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586255748151463","authorIdStr":"3586255748151463"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084019796","repostId":"2229416577","repostType":4,"repost":{"id":"2229416577","pubTimestamp":1650684004,"share":"https://ttm.financial/m/news/2229416577?lang=&edition=fundamental","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></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>Alibaba Vs. Amazon Stock: Back To Fundamentals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}