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Jedifruit

Jedifruit

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2021-09-03

Wow never heard of this

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2021-08-16

$Sea Ltd(SE)$ [Happy] Shopee has become increasingly ubiquitous in Singapore, and in many parts of SEA, during this pandemic.Given that the Q2 financial period coincided with Phase 2 (heightened alert) in SG, as well as lockdowns in manh of SEA Ltd’s key markets, I am quietly optimistic that SEA will be able to grow revenues Y/Y despite its record results last year. I’ve also noticed that Shopee has increased its S&M expenditure during a period where its main competitors (like Lazada) have seemingly reduced advertising. It has many great new partnerships, with amazing merchants such asDon Don DonkiWill this expenditure impact SEA’s bottom line? Or will it finally turn a profit?Also bear in mind that $Altimeter Growth Corp.(AGC)$- GRAB’

2021-08-14

Why

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2021-08-05

Interesting M&A play

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2021-08-05

Buy or Hold?

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2021-08-04

Is matterport similar to BIM software?

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2021-08-03

Long term hold

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2021-08-03

What is this new retail that aims to merge offline and online?

Sorry, the original content has been removed

2021-08-02

Wow

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2021-08-02

Have any of you heard of this actively managed ETF called BOSS :p

Sorry, the original content has been removed

2021-07-28

“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!

Apple warns supply constraints will impact iPhone and iPad, shares fall

2021-07-28

Wow solid

Apple Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year

Go to Tiger App to see more news

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software?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/890387641","repostId":"2156089701","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804539528,"gmtCreate":1627963015264,"gmtModify":1703498706226,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Long term hold","listText":"Long term hold","text":"Long term 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any of you heard of this actively managed ETF called BOSS :p","listText":"Have any of you heard of this actively managed ETF called BOSS :p","text":"Have any of you heard of this actively managed ETF called BOSS :p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805696443","repostId":"1141267906","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803626975,"gmtCreate":1627437272097,"gmtModify":1703489923113,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!","listText":"“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!","text":"“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803626975","repostId":"1148712151","repostType":4,"repost":{"id":"1148712151","kind":"news","pubTimestamp":1627423570,"share":"https://ttm.financial/m/news/1148712151?lang=&edition=fundamental","pubTime":"2021-07-28 06:06","market":"us","language":"en","title":"Apple warns supply constraints will impact iPhone and iPad, shares fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1148712151","media":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","summary":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.Overall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.Apple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.Here are the key numbers compared to what Wal","content":"<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple warns supply constraints will impact iPhone and iPad, shares fall</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 warns supply constraints will impact iPhone and iPad, shares fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 06:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html><strong>https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1148712151","content_text":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.\nApple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.\nHere are the key numbers compared to what Wall Street was expecting, per Refinitiv estimates:\n\nEPS: $1.30 vs. $1.01 estimated\nRevenue: $81.41 billion vs. $73.30 billion estimated, up 36% year-over-year\niPhone revenue: $39.57 billion vs. $34.01 billion estimated, up 49.78% year-over-year\nServices revenue: $17.48 billion vs. $16.33 billion estimated, up 33% year-over-year\nOther Products revenue: $8.76 billion vs. $7.80 billion estimated, up 40% year-over-year\nMac revenue:$8.24 billion vs. $8.07 billion estimated, up 16% year-over-year\niPad revenue: $7.37 billion vs. $7.15 billion estimated, up 12% year-over-year\nGross margin: 43.3% vs. 41.9% estimated\n\nApple did not provide formal guidance for the sixth quarter in a row and has not since the beginning of the Covid-19 pandemic.\nHowever, Apple CFO Luca Maestri said that it expected double-digit year-over-year growth in the current quarter. Maestri said that Apple expected less than 36% growth in the September quarter because of foreign exchange rates, less growth in its services business, and supply constraints for iPhones and iPads.\nApple CEO Tim Cook said in a call with analysts that Apple is seeing supply constraints related to silicon that would affect the company’s iPhone and iPad sales in the September quarter.\nApple also had a strong quarter in its Greater China region, which includes Taiwan and Hong Kong in addition to the mainland. Apple reported $14.76 billion in sales in the region, up 58% from the same quarter last year, although it was an easy comparison given that China was in stages of lockdown during the quarter.\nAmericas sales were up nearly 33% year-over-year to $39.57 billion.\nWATCH NOWVIDEO00:46Apple up after earnings, revenue beat\nApple’s quarter ending in June is typically one of its slowest of the year, but the company has benefitted from work-at-home and remote schooling trends that have boosted sales of its premium computers.\nLast year’s June quarter was a company record for sales despite lockdowns around the world, so Apple is growing even compared to a strong basis from a year ago.\nCook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.\n“We saw a very strong double digit increases in both upgraders and switchers during the quarter,” Cook said.\nApple’s quarter could have been even better if it had not grappled with supply shortages likely linked to the global chip shortage, which mostly affected its Mac and iPad sales.\n“The shortage primarily affected Mac and iPad,” Apple CEO Tim Cook told CNBC’s Josh Lipton. “We had predicted the shortages to total $3 to $4 billion. But we were actually able to mitigate some of that, and we came in at the lower than the low end part of that range.”\nHowever, Apple warned that silicon supply constraints could affect its September quarter iPhone and iPad sales, although the chips that are in short supply are the “legacy nodes” of older kinds of chips, instead of the processors that power Apple devices. Cook also said on a call with analysts that the company believes that freight costs are high.\nApple’s services business also shook off investor fears that its rate of growth could slow as more people go back to work and spend less on online services and apps. Services was up 33% year-over-year, an acceleration from last quarter’s 26.7% growth rate. Maestri said that Apple expected the company’s services growth rate to decrease in the September quarter.\nWhile Apple’s services business includes many products and Apple does not break down how it’s composed, Cook told CNBC that the company set records in music, video, cloud services, advertising and payments.\n“It’s clear that our long running investment in our services strategy is succeeding,” Cook told CNBC.\nApple now has 700 million paid subscribers, up 150 million year-over-year, Cook said. Apple’s subscriber figure includes customers subscribed to an app through Apple’s App Store billing.\nCook also said that Apple pushed back its return to its campus headquarters from September to at least October because of the Covid-19 situation.\n“I’ve been really pleased with what we’ve been able to accomplish in this fully remote mode,” Cook said.\nApple declared a dividend of $0.22 per share of stock. In a statement, Apple said that it spent $29 billion on shareholder return during the quarter. Apple CFO Luca Maestri told CNBC that the company has bought back almost $450 billion in stock in recent years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803620038,"gmtCreate":1627437075824,"gmtModify":1703489914945,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Wow solid","listText":"Wow solid","text":"Wow solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803620038","repostId":"2154491203","repostType":2,"repost":{"id":"2154491203","kind":"highlight","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":1627417860,"share":"https://ttm.financial/m/news/2154491203?lang=&edition=fundamental","pubTime":"2021-07-28 04:31","market":"us","language":"en","title":"Apple Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2154491203","media":"Benzinga","summary":"Apple Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year","content":"<html><body><p>Apple Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year</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 Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year</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 Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year\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\">2021-07-28 04:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Apple Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.benzinga.com/news/earnings/21/07/22183686/apple-q3-sales-to-americas-region-35-87b-up-from-27b-in-same-qtr-last-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154491203","content_text":"Apple Q3 Sales To Americas Region $35.87B, Up From $27B In Same Qtr. Last Year","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":830557813,"gmtCreate":1629084071432,"gmtModify":1676529924639,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"&nbsp;$Sea Ltd(SE)$ [Happy] Shopee has become increasingly ubiquitous in Singapore, and in many parts of SEA, during this pandemic.Given that the Q2 financial period coincided with Phase 2 (heightened alert) in SG, as well as lockdowns in manh of SEA Ltd’s key markets, I am quietly optimistic that SEA will be able to grow revenues Y/Y despite its record results last year. &nbsp;I’ve also noticed that Shopee has increased its S&amp;M expenditure during a period where its main competitors (like Lazada) have seemingly reduced advertising. It has many great new partnerships, with amazing merchants such asDon Don DonkiWill this expenditure impact SEA’s bottom line? Or will it finally turn a profit?Also bear in mind that <a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>- GRAB’","listText":"&nbsp;$Sea Ltd(SE)$ [Happy] Shopee has become increasingly ubiquitous in Singapore, and in many parts of SEA, during this pandemic.Given that the Q2 financial period coincided with Phase 2 (heightened alert) in SG, as well as lockdowns in manh of SEA Ltd’s key markets, I am quietly optimistic that SEA will be able to grow revenues Y/Y despite its record results last year. &nbsp;I’ve also noticed that Shopee has increased its S&amp;M expenditure during a period where its main competitors (like Lazada) have seemingly reduced advertising. It has many great new partnerships, with amazing merchants such asDon Don DonkiWill this expenditure impact SEA’s bottom line? Or will it finally turn a profit?Also bear in mind that <a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>- GRAB’","text":"$Sea Ltd(SE)$ [Happy] Shopee has become increasingly ubiquitous in Singapore, and in many parts of SEA, during this pandemic.Given that the Q2 financial period coincided with Phase 2 (heightened alert) in SG, as well as lockdowns in manh of SEA Ltd’s key markets, I am quietly optimistic that SEA will be able to grow revenues Y/Y despite its record results last year. I’ve also noticed that Shopee has increased its S&M expenditure during a period where its main competitors (like Lazada) have seemingly reduced advertising. It has many great new partnerships, with amazing merchants such asDon Don DonkiWill this expenditure impact SEA’s bottom line? Or will it finally turn a profit?Also bear in mind that $Altimeter Growth Corp.(AGC)$- GRAB’","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/830557813","isVote":1,"tweetType":1,"viewCount":15476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890387641,"gmtCreate":1628083941483,"gmtModify":1703500881883,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Is matterport similar to&nbsp;BIM software?","listText":"Is matterport similar to&nbsp;BIM software?","text":"Is matterport similar to BIM software?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/890387641","repostId":"2156089701","repostType":4,"repost":{"id":"2156089701","kind":"highlight","pubTimestamp":1628082720,"share":"https://ttm.financial/m/news/2156089701?lang=&edition=fundamental","pubTime":"2021-08-04 21:12","market":"us","language":"en","title":"1 Tech Stock That Could Make a Massive Difference in Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2156089701","media":"Motley Fool","summary":"Matterport's opportunities go further than you might think.","content":"<p>Physical property is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the least disrupted industries in a world that is becoming increasingly digital. However, technology company <b>Matterport</b> (NASDAQ:MTTR) is turning physical property into 3D spaces, unlocking various new ways that businesses can use properties. Matterport could be a game changer for investors. Here are three important reasons why.</p>\n<h3>1. Turning buildings into data</h3>\n<p>Savills World Research estimates that the total value of buildings worldwide could be as high as $230 trillion; most of it is \"offline,\" as these buildings were built years before the internet. These buildings are isolated from the digital world, and are only viewable in photo images and \"blueprints,\" documents that map a space's dimensions and features.</p>\n<p>Matterport is bringing buildings into the digital world. Using a combination of special cameras and its smartphone app to record physical spaces, Matterport's patented software then converts them into 3D models that can be viewed, measured, and interacted with.</p>\n<p><img src=\"https://static.tigerbbs.com/14069bd7e6693ec12952c4ec8c1e363c\" tg-width=\"700\" tg-height=\"632\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<p>Matterport was founded in 2011, but only went public last month via a SPAC. To date, the company has captured 4.9 million spaces, totaling 15 billion square feet. Management estimates that this is 100X more than its closest competitor, giving Matterport a significant first-mover's advantage.</p>\n<h3>2. Matterport has many uses</h3>\n<p>The massive global supply of buildings translates to an addressable market that management estimates to be $240 billion. Matterport's potential upside will be determined by how well it can capture that market.</p>\n<p>Digitizing property unlocks a variety of uses for Matterport's customers. Existing customers are using the technology to give consumers digital access to properties. Prospective homebuyers can tour digital versions of houses on <b>Redfin</b>, and renters can preview properties before booking them on <b>Airbnb</b>. Insurance companies can document property claims better than photos could. Retailers are even starting to use Matterport to construct virtual representations of their stores, where online customers can browse and purchase from within 3D storefronts.</p>\n<p>Matterport has collected more than 3 billion data points to date, and management hopes to begin using that data to provide data-based insights to its customers. This could include measuring dimensions within buildings, breaking down trends, or simply answering customer questions. Imagine wanting to replace windows in a commercial building and being able to determine measurements without setting foot on location!</p>\n<p>From maintenance to real estate to retail, there are many ways that companies can use digital spaces. The many buildings in the world and the potential applications of this technology could lead to years of potential growth opportunities for Matterport.</p>\n<h3>3. Fueling many years of growth ahead</h3>\n<p>Matterport sells camera hardware for capturing spaces and offers its technology on a subscription-based model. Revenue in 2020 was $86 million, with 38% being hardware sales. The company's subscriptions have higher gross margins than its product sales, and management expects subscription revenue to outpace hardware sales over time, increasing Matterport's overall profitability. The business is not currently profitable, however, having lost $11.6 million from operations in 2020.</p>\n<p>Matterport's business is positioned to grow revenue for the foreseeable future thanks to the multiple ways the company is expanding. It released a smartphone app in 2020, for example, which has made it much easier to get started on the platform.</p>\n<p>It offers a \"freemium\" model, where users can try Matterport for free before becoming paid customers to unlock the full platform. Enterprise customers that have converted from free to paid subscribers include <b>Shopify</b>, <b>Starbucks</b>, Hermes Paris, and Andersen Windows &amp; Doors. Management disclosed that 13% of the Fortune 1000 are currently using the free model.</p>\n<p>Its subscriber growth increased six-fold in 2021's Q1 over 2020, growing total revenue 108% to $26.9 million year-over-year. Management is guiding for 2021 full-year revenue to grow 43% from 2020 to $123 million. The increase in subscribers could indicate strong revenue growth over the coming years, because customers spend 29% more after subscribing to Matterport's platform.</p>\n<h3>Is Matterport a buy today?</h3>\n<p>Matterport is newly public and is still just under $4 billion in market cap, giving investors long-term potential if the business can successfully grow. Matterport trades at a price-to-sales ratio of 30 using 2021 estimated revenue, a similar P/S ratio to that of other high-growth software stocks. Shareholders will want to make sure that subscription growth continues and that Matterport successfully converts freemium users into paying customers.</p>\n<p>With such a large addressable market, its distinct first-mover's advantage, and little notable competition, Matterport is a company that could grow into its valuation, rewarding patient investors over time.</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>1 Tech Stock That Could Make a Massive Difference in Your Portfolio</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\">\n1 Tech Stock That Could Make a Massive Difference in Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 21:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/1-tech-stock-that-could-make-a-massive-difference/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Physical property is one of the least disrupted industries in a world that is becoming increasingly digital. However, technology company Matterport (NASDAQ:MTTR) is turning physical property into 3D ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/1-tech-stock-that-could-make-a-massive-difference/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MTTR":"Matterport, Inc."},"source_url":"https://www.fool.com/investing/2021/08/04/1-tech-stock-that-could-make-a-massive-difference/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156089701","content_text":"Physical property is one of the least disrupted industries in a world that is becoming increasingly digital. However, technology company Matterport (NASDAQ:MTTR) is turning physical property into 3D spaces, unlocking various new ways that businesses can use properties. Matterport could be a game changer for investors. Here are three important reasons why.\n1. Turning buildings into data\nSavills World Research estimates that the total value of buildings worldwide could be as high as $230 trillion; most of it is \"offline,\" as these buildings were built years before the internet. These buildings are isolated from the digital world, and are only viewable in photo images and \"blueprints,\" documents that map a space's dimensions and features.\nMatterport is bringing buildings into the digital world. Using a combination of special cameras and its smartphone app to record physical spaces, Matterport's patented software then converts them into 3D models that can be viewed, measured, and interacted with.\n\nImage Source: Getty Images\nMatterport was founded in 2011, but only went public last month via a SPAC. To date, the company has captured 4.9 million spaces, totaling 15 billion square feet. Management estimates that this is 100X more than its closest competitor, giving Matterport a significant first-mover's advantage.\n2. Matterport has many uses\nThe massive global supply of buildings translates to an addressable market that management estimates to be $240 billion. Matterport's potential upside will be determined by how well it can capture that market.\nDigitizing property unlocks a variety of uses for Matterport's customers. Existing customers are using the technology to give consumers digital access to properties. Prospective homebuyers can tour digital versions of houses on Redfin, and renters can preview properties before booking them on Airbnb. Insurance companies can document property claims better than photos could. Retailers are even starting to use Matterport to construct virtual representations of their stores, where online customers can browse and purchase from within 3D storefronts.\nMatterport has collected more than 3 billion data points to date, and management hopes to begin using that data to provide data-based insights to its customers. This could include measuring dimensions within buildings, breaking down trends, or simply answering customer questions. Imagine wanting to replace windows in a commercial building and being able to determine measurements without setting foot on location!\nFrom maintenance to real estate to retail, there are many ways that companies can use digital spaces. The many buildings in the world and the potential applications of this technology could lead to years of potential growth opportunities for Matterport.\n3. Fueling many years of growth ahead\nMatterport sells camera hardware for capturing spaces and offers its technology on a subscription-based model. Revenue in 2020 was $86 million, with 38% being hardware sales. The company's subscriptions have higher gross margins than its product sales, and management expects subscription revenue to outpace hardware sales over time, increasing Matterport's overall profitability. The business is not currently profitable, however, having lost $11.6 million from operations in 2020.\nMatterport's business is positioned to grow revenue for the foreseeable future thanks to the multiple ways the company is expanding. It released a smartphone app in 2020, for example, which has made it much easier to get started on the platform.\nIt offers a \"freemium\" model, where users can try Matterport for free before becoming paid customers to unlock the full platform. Enterprise customers that have converted from free to paid subscribers include Shopify, Starbucks, Hermes Paris, and Andersen Windows & Doors. Management disclosed that 13% of the Fortune 1000 are currently using the free model.\nIts subscriber growth increased six-fold in 2021's Q1 over 2020, growing total revenue 108% to $26.9 million year-over-year. Management is guiding for 2021 full-year revenue to grow 43% from 2020 to $123 million. The increase in subscribers could indicate strong revenue growth over the coming years, because customers spend 29% more after subscribing to Matterport's platform.\nIs Matterport a buy today?\nMatterport is newly public and is still just under $4 billion in market cap, giving investors long-term potential if the business can successfully grow. Matterport trades at a price-to-sales ratio of 30 using 2021 estimated revenue, a similar P/S ratio to that of other high-growth software stocks. Shareholders will want to make sure that subscription growth continues and that Matterport successfully converts freemium users into paying customers.\nWith such a large addressable market, its distinct first-mover's advantage, and little notable competition, Matterport is a company that could grow into its valuation, rewarding patient investors over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804539528,"gmtCreate":1627963015264,"gmtModify":1703498706226,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Long term hold","listText":"Long term hold","text":"Long term hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804539528","repostId":"2156113212","repostType":4,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897619671,"gmtCreate":1628911383693,"gmtModify":1676529892021,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897619671","repostId":"1160052950","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805695876,"gmtCreate":1627874114695,"gmtModify":1703496967959,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805695876","repostId":"1123481231","repostType":4,"repost":{"id":"1123481231","kind":"news","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":1627873809,"share":"https://ttm.financial/m/news/1123481231?lang=&edition=fundamental","pubTime":"2021-08-02 11:10","market":"us","language":"en","title":"Ark Sells $43.7M In Tesla While Cathie Wood Likens Elon Musk Company To Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1123481231","media":"Benzinga","summary":"Tesla Inc(NASDAQ:TSLA) bull Cathie Wood-led Ark Invest sold some of the shares in the electric vehic","content":"<p><b>Tesla Inc</b>(NASDAQ:TSLA) bull&nbsp;<b>Cathie Wood</b>-led Ark Invest sold some of the shares in the electric vehicle maker months after setting a steep price target on the stock as the investment management firm re-balances its portfolio.</p>\n<p>The popular investment firm sold 63,643 shares, estimated to be worth about $43.7 million, in the&nbsp;<b>Elon Musk</b>-led company on a day Wood said Tesla will follow&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) in capturing the lion's share of the sector's profits.</p>\n<p>Wood compared Tesla with Apple in an interview with RealVision and suggested a huge inefficiency in analyst research behind Tesla, as reported by&nbsp;Markets Insider.</p>\n<p>“We believe that the reason there's such a big inefficiency in Tesla's valuation is the short-term time horizon of analysts and the wrong analysts following it,” Woods said, as per the report.</p>\n<p>The popular investment firm, which counts Tesla as its biggest holding, had in March said the stock will hit&nbsp;$3,000 at the end of 2025.</p>\n<p>The New York-based investment firm had on Monday deployed the&nbsp;<b>Ark Innovation ETF</b>(NYSE:ARKK) to sell the shares in Tesla and also holds the stock via two other traded funds, namely, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(NYSE:ARKW).</p>\n<p>Ark Invest last sold shares in Tesla in April when shares of the company were trading around&nbsp;$719 a piece.</p>\n<p>All three Ark ETFs count Tesla among their largest positions and together held 4.9 million shares, worth $3.34 billion, ahead of Friday’s trades.</p>\n<p>The popular investment firm also scooped over 1.85 million shares, estimated to be worth about $65.2 million, in&nbsp;<b>Robinhood Markets Inc</b>(NASDAQ:HOOD) as the shares of the company staged a recovery and closed higher just a day after a dismal debut.</p>\n<p>Robinhood shares closed&nbsp;0.95% higher at $35.15 on Friday, a day after losing over 8% on its trading debut.</p>\n<p>Ark deployed ARKK, ARKW and the&nbsp;<b>Ark Fintech Innovation ETF</b>(NYSE:ARKF) to buy the shares in Robinhood and the three ETFs held 4.6 million shares, worth $160.5 million, in Robinhood Markets.</p>\n<p>Some of the other key Ark Invest buys on Friday included&nbsp;<b>Pinterest Inc</b>(NYSE:PINS), and&nbsp;<b>UiPath Inc</b>(NYSE:PATH), and sells included&nbsp;<b>Pinduoduo Inc</b>(NASDAQ:PDD).</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>Ark Sells $43.7M In Tesla While Cathie Wood Likens Elon Musk Company To Apple</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\">\nArk Sells $43.7M In Tesla While Cathie Wood Likens Elon Musk Company To Apple\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\">2021-08-02 11:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b>(NASDAQ:TSLA) bull&nbsp;<b>Cathie Wood</b>-led Ark Invest sold some of the shares in the electric vehicle maker months after setting a steep price target on the stock as the investment management firm re-balances its portfolio.</p>\n<p>The popular investment firm sold 63,643 shares, estimated to be worth about $43.7 million, in the&nbsp;<b>Elon Musk</b>-led company on a day Wood said Tesla will follow&nbsp;<b>Apple Inc</b>(NASDAQ:AAPL) in capturing the lion's share of the sector's profits.</p>\n<p>Wood compared Tesla with Apple in an interview with RealVision and suggested a huge inefficiency in analyst research behind Tesla, as reported by&nbsp;Markets Insider.</p>\n<p>“We believe that the reason there's such a big inefficiency in Tesla's valuation is the short-term time horizon of analysts and the wrong analysts following it,” Woods said, as per the report.</p>\n<p>The popular investment firm, which counts Tesla as its biggest holding, had in March said the stock will hit&nbsp;$3,000 at the end of 2025.</p>\n<p>The New York-based investment firm had on Monday deployed the&nbsp;<b>Ark Innovation ETF</b>(NYSE:ARKK) to sell the shares in Tesla and also holds the stock via two other traded funds, namely, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ) and the&nbsp;<b>Ark Next Generation Internet ETF</b>(NYSE:ARKW).</p>\n<p>Ark Invest last sold shares in Tesla in April when shares of the company were trading around&nbsp;$719 a piece.</p>\n<p>All three Ark ETFs count Tesla among their largest positions and together held 4.9 million shares, worth $3.34 billion, ahead of Friday’s trades.</p>\n<p>The popular investment firm also scooped over 1.85 million shares, estimated to be worth about $65.2 million, in&nbsp;<b>Robinhood Markets Inc</b>(NASDAQ:HOOD) as the shares of the company staged a recovery and closed higher just a day after a dismal debut.</p>\n<p>Robinhood shares closed&nbsp;0.95% higher at $35.15 on Friday, a day after losing over 8% on its trading debut.</p>\n<p>Ark deployed ARKK, ARKW and the&nbsp;<b>Ark Fintech Innovation ETF</b>(NYSE:ARKF) to buy the shares in Robinhood and the three ETFs held 4.6 million shares, worth $160.5 million, in Robinhood Markets.</p>\n<p>Some of the other key Ark Invest buys on Friday included&nbsp;<b>Pinterest Inc</b>(NYSE:PINS), and&nbsp;<b>UiPath Inc</b>(NYSE:PATH), and sells included&nbsp;<b>Pinduoduo Inc</b>(NASDAQ:PDD).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","TSLA":"特斯拉","ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKK":"ARK Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123481231","content_text":"Tesla Inc(NASDAQ:TSLA) bull Cathie Wood-led Ark Invest sold some of the shares in the electric vehicle maker months after setting a steep price target on the stock as the investment management firm re-balances its portfolio.\nThe popular investment firm sold 63,643 shares, estimated to be worth about $43.7 million, in the Elon Musk-led company on a day Wood said Tesla will follow Apple Inc(NASDAQ:AAPL) in capturing the lion's share of the sector's profits.\nWood compared Tesla with Apple in an interview with RealVision and suggested a huge inefficiency in analyst research behind Tesla, as reported by Markets Insider.\n“We believe that the reason there's such a big inefficiency in Tesla's valuation is the short-term time horizon of analysts and the wrong analysts following it,” Woods said, as per the report.\nThe popular investment firm, which counts Tesla as its biggest holding, had in March said the stock will hit $3,000 at the end of 2025.\nThe New York-based investment firm had on Monday deployed the Ark Innovation ETF(NYSE:ARKK) to sell the shares in Tesla and also holds the stock via two other traded funds, namely, the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ) and the Ark Next Generation Internet ETF(NYSE:ARKW).\nArk Invest last sold shares in Tesla in April when shares of the company were trading around $719 a piece.\nAll three Ark ETFs count Tesla among their largest positions and together held 4.9 million shares, worth $3.34 billion, ahead of Friday’s trades.\nThe popular investment firm also scooped over 1.85 million shares, estimated to be worth about $65.2 million, in Robinhood Markets Inc(NASDAQ:HOOD) as the shares of the company staged a recovery and closed higher just a day after a dismal debut.\nRobinhood shares closed 0.95% higher at $35.15 on Friday, a day after losing over 8% on its trading debut.\nArk deployed ARKK, ARKW and the Ark Fintech Innovation ETF(NYSE:ARKF) to buy the shares in Robinhood and the three ETFs held 4.6 million shares, worth $160.5 million, in Robinhood Markets.\nSome of the other key Ark Invest buys on Friday included Pinterest Inc(NYSE:PINS), and UiPath Inc(NYSE:PATH), and sells included Pinduoduo Inc(NASDAQ:PDD).","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815622610,"gmtCreate":1630676801030,"gmtModify":1676530373688,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Wow never heard of this&nbsp;","listText":"Wow never heard of this&nbsp;","text":"Wow never heard of this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815622610","repostId":"2164874003","repostType":4,"repost":{"id":"2164874003","kind":"highlight","pubTimestamp":1630674720,"share":"https://ttm.financial/m/news/2164874003?lang=&edition=fundamental","pubTime":"2021-09-03 21:12","market":"us","language":"en","title":"This Baby Berkshire Just Hit an All-Time High -- Here's Why It's Still Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2164874003","media":"Motley Fool","summary":"It's not too late to get in on this conglomerate.","content":"<p>Buying into a well-run conglomerate can be incredibly rewarding. Not only can investors possibly beat the market (or at least put up quality returns) over the long haul, but they can do so with minimal effort, increasing the return on time spent. <b>Berkshire Hathaway</b>&nbsp;is the most famous modern conglomerate, run by <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most well-known investors ever: Warren Buffett.</p>\n<p>One smaller company with similar characteristics to Berkshire Hathaway is <b>Nelnet</b> (NYSE:NNI), a conglomerate focused on financial services based in Lincoln, Nebraska. The stock is currently trading around its all-time highs above $81 per share, but it's still cheap relative to the value of all its assets, providing a great buying opportunity for long-term investors.</p>\n<h2>Slowly melting loan book</h2>\n<p>Nelnet's legacy business is a book of around $20 billion in student loans. It was barred in 2010 from originating new loans when the federal government took the business in-house, but it still has an existing portfolio that will generate cash over the next decade. And the best part about this loan portfolio? Nelnet doesn't take on any material default risk, since all loans are backed by the U.S. government.</p>\n<p>At the end of the second quarter, Nelnet estimated that through 2025, including the last two quarters of this year, this loan book will generate $1.39 billion in cash for the company. After 2025, it will become a much smaller part of the company, but it is still estimated to add another $830 million in cash over the life of the portfolio. Nelnet is using this cash stream to reinvest into its other businesses and return cash to shareholders through dividends (the stock currently yields a little over 1%) and share repurchases.</p>\n<h2>Education software and payments</h2>\n<p>Nelnet's second-largest business is Nelnet Business Services. This segment does tuition payment processing and software for administrative departments at K-12 schools and colleges and is growing at a steady clip. In 2020, NBS produced $66 million in operating income, and that was in a down year with COVID-19-related school closures and postponements. In the first half of this year, NBS had $48 million in operating income, giving the segment a 39% operating margin. Compare that to 2016, when NBS did $34 million in operating income for the full year. This segment is growing steadily for Nelnet and is likely on pace to blow by $100 million in annual operating profits within the next few years.</p>\n<h2>Other investments</h2>\n<p>Nelnet has a lot of smaller businesses and investments that round out the company. One is its loan servicing business, which did $15 million in operating income last quarter. This business requires winning contracts from the federal government, and there is a risk Nelnet won't win future contracts and this entire segment will go away. But with two competitors calling it quits this year, and only <b>Navient</b>&nbsp;remaining as a scaled student loan servicer, it is unlikely that Nelnet will lose this business.</p>\n<p>In 2020, Nelnet sold 48% of its stake in ALLO Communications, a broadband/fiber business, to SDC Capital Partners. Nelnet owns 45% of the business after the transaction, which is valued at $180 million. Under its venture arm, Nelnet owns 20% of sports highlights and film software company Hudl, which is sitting on its balance sheet at $78 million but would likely be worth many times that if Hudl started trading publicly today. Lastly, since 2013, Nelnet has invested $725 million into solar projects, real estate, and venture investments. All these projects are held at cost on Nelnet's balance sheet.</p>\n<h2>Valuation</h2>\n<p>So what's Nelnet worth to the market today? The measly sum of $3.1 billion. That's right, this group of high-quality businesses and a loan book that is <i>guaranteed</i> to spit out $1.39 billion in cash over the next five years can be bought for a market cap of $3.1 billion. Since Nelnet is anti-promotional (it doesn't do conference calls and rarely highlights its Hudl investment), it may take years for investors to realize the true value of this business, which will require patience.</p>\n<p>Nelnet looks fantastically undervalued at the moment and is poised to provide market-beating returns for any investor planning to hold for a decade or longer.</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 Baby Berkshire Just Hit an All-Time High -- Here's Why It's Still Undervalued</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 Baby Berkshire Just Hit an All-Time High -- Here's Why It's Still Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 21:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/03/baby-berkshire-nelnet-just-hit-an-all-time-high/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buying into a well-run conglomerate can be incredibly rewarding. Not only can investors possibly beat the market (or at least put up quality returns) over the long haul, but they can do so with ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/03/baby-berkshire-nelnet-just-hit-an-all-time-high/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/09/03/baby-berkshire-nelnet-just-hit-an-all-time-high/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164874003","content_text":"Buying into a well-run conglomerate can be incredibly rewarding. Not only can investors possibly beat the market (or at least put up quality returns) over the long haul, but they can do so with minimal effort, increasing the return on time spent. Berkshire Hathaway is the most famous modern conglomerate, run by one of the most well-known investors ever: Warren Buffett.\nOne smaller company with similar characteristics to Berkshire Hathaway is Nelnet (NYSE:NNI), a conglomerate focused on financial services based in Lincoln, Nebraska. The stock is currently trading around its all-time highs above $81 per share, but it's still cheap relative to the value of all its assets, providing a great buying opportunity for long-term investors.\nSlowly melting loan book\nNelnet's legacy business is a book of around $20 billion in student loans. It was barred in 2010 from originating new loans when the federal government took the business in-house, but it still has an existing portfolio that will generate cash over the next decade. And the best part about this loan portfolio? Nelnet doesn't take on any material default risk, since all loans are backed by the U.S. government.\nAt the end of the second quarter, Nelnet estimated that through 2025, including the last two quarters of this year, this loan book will generate $1.39 billion in cash for the company. After 2025, it will become a much smaller part of the company, but it is still estimated to add another $830 million in cash over the life of the portfolio. Nelnet is using this cash stream to reinvest into its other businesses and return cash to shareholders through dividends (the stock currently yields a little over 1%) and share repurchases.\nEducation software and payments\nNelnet's second-largest business is Nelnet Business Services. This segment does tuition payment processing and software for administrative departments at K-12 schools and colleges and is growing at a steady clip. In 2020, NBS produced $66 million in operating income, and that was in a down year with COVID-19-related school closures and postponements. In the first half of this year, NBS had $48 million in operating income, giving the segment a 39% operating margin. Compare that to 2016, when NBS did $34 million in operating income for the full year. This segment is growing steadily for Nelnet and is likely on pace to blow by $100 million in annual operating profits within the next few years.\nOther investments\nNelnet has a lot of smaller businesses and investments that round out the company. One is its loan servicing business, which did $15 million in operating income last quarter. This business requires winning contracts from the federal government, and there is a risk Nelnet won't win future contracts and this entire segment will go away. But with two competitors calling it quits this year, and only Navient remaining as a scaled student loan servicer, it is unlikely that Nelnet will lose this business.\nIn 2020, Nelnet sold 48% of its stake in ALLO Communications, a broadband/fiber business, to SDC Capital Partners. Nelnet owns 45% of the business after the transaction, which is valued at $180 million. Under its venture arm, Nelnet owns 20% of sports highlights and film software company Hudl, which is sitting on its balance sheet at $78 million but would likely be worth many times that if Hudl started trading publicly today. Lastly, since 2013, Nelnet has invested $725 million into solar projects, real estate, and venture investments. All these projects are held at cost on Nelnet's balance sheet.\nValuation\nSo what's Nelnet worth to the market today? The measly sum of $3.1 billion. That's right, this group of high-quality businesses and a loan book that is guaranteed to spit out $1.39 billion in cash over the next five years can be bought for a market cap of $3.1 billion. Since Nelnet is anti-promotional (it doesn't do conference calls and rarely highlights its Hudl investment), it may take years for investors to realize the true value of this business, which will require patience.\nNelnet looks fantastically undervalued at the moment and is poised to provide market-beating returns for any investor planning to hold for a decade or longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803626975,"gmtCreate":1627437272097,"gmtModify":1703489923113,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!","listText":"“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!","text":"“Cook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.”Wow android switching is a huge growth driver!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803626975","repostId":"1148712151","repostType":4,"repost":{"id":"1148712151","kind":"news","pubTimestamp":1627423570,"share":"https://ttm.financial/m/news/1148712151?lang=&edition=fundamental","pubTime":"2021-07-28 06:06","market":"us","language":"en","title":"Apple warns supply constraints will impact iPhone and iPad, shares fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1148712151","media":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","summary":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.Overall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.Apple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.Here are the key numbers compared to what Wal","content":"<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple warns supply constraints will impact iPhone and iPad, shares fall</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 warns supply constraints will impact iPhone and iPad, shares fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 06:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html><strong>https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1148712151","content_text":"Applereported strongfiscal third-quarter earningson Tuesday, demolishing Wall Street expectations. Every one of Apple’s major product lines grew over 12% on an annual basis.\nOverall, Apple’s sales were up 36% from the June quarter last year. iPhone sales increased nearly 50% on an annual basis.\nApple stock was down over 2% in extended trading. It dropped on Tuesday after Apple warned that growth in the September quarter would not be as strong as June’s.\nHere are the key numbers compared to what Wall Street was expecting, per Refinitiv estimates:\n\nEPS: $1.30 vs. $1.01 estimated\nRevenue: $81.41 billion vs. $73.30 billion estimated, up 36% year-over-year\niPhone revenue: $39.57 billion vs. $34.01 billion estimated, up 49.78% year-over-year\nServices revenue: $17.48 billion vs. $16.33 billion estimated, up 33% year-over-year\nOther Products revenue: $8.76 billion vs. $7.80 billion estimated, up 40% year-over-year\nMac revenue:$8.24 billion vs. $8.07 billion estimated, up 16% year-over-year\niPad revenue: $7.37 billion vs. $7.15 billion estimated, up 12% year-over-year\nGross margin: 43.3% vs. 41.9% estimated\n\nApple did not provide formal guidance for the sixth quarter in a row and has not since the beginning of the Covid-19 pandemic.\nHowever, Apple CFO Luca Maestri said that it expected double-digit year-over-year growth in the current quarter. Maestri said that Apple expected less than 36% growth in the September quarter because of foreign exchange rates, less growth in its services business, and supply constraints for iPhones and iPads.\nApple CEO Tim Cook said in a call with analysts that Apple is seeing supply constraints related to silicon that would affect the company’s iPhone and iPad sales in the September quarter.\nApple also had a strong quarter in its Greater China region, which includes Taiwan and Hong Kong in addition to the mainland. Apple reported $14.76 billion in sales in the region, up 58% from the same quarter last year, although it was an easy comparison given that China was in stages of lockdown during the quarter.\nAmericas sales were up nearly 33% year-over-year to $39.57 billion.\nWATCH NOWVIDEO00:46Apple up after earnings, revenue beat\nApple’s quarter ending in June is typically one of its slowest of the year, but the company has benefitted from work-at-home and remote schooling trends that have boosted sales of its premium computers.\nLast year’s June quarter was a company record for sales despite lockdowns around the world, so Apple is growing even compared to a strong basis from a year ago.\nCook mentioned that the success was not just because of people upgrading their old iPhones, but also Android customers buying their first iPhone.\n“We saw a very strong double digit increases in both upgraders and switchers during the quarter,” Cook said.\nApple’s quarter could have been even better if it had not grappled with supply shortages likely linked to the global chip shortage, which mostly affected its Mac and iPad sales.\n“The shortage primarily affected Mac and iPad,” Apple CEO Tim Cook told CNBC’s Josh Lipton. “We had predicted the shortages to total $3 to $4 billion. But we were actually able to mitigate some of that, and we came in at the lower than the low end part of that range.”\nHowever, Apple warned that silicon supply constraints could affect its September quarter iPhone and iPad sales, although the chips that are in short supply are the “legacy nodes” of older kinds of chips, instead of the processors that power Apple devices. Cook also said on a call with analysts that the company believes that freight costs are high.\nApple’s services business also shook off investor fears that its rate of growth could slow as more people go back to work and spend less on online services and apps. Services was up 33% year-over-year, an acceleration from last quarter’s 26.7% growth rate. Maestri said that Apple expected the company’s services growth rate to decrease in the September quarter.\nWhile Apple’s services business includes many products and Apple does not break down how it’s composed, Cook told CNBC that the company set records in music, video, cloud services, advertising and payments.\n“It’s clear that our long running investment in our services strategy is succeeding,” Cook told CNBC.\nApple now has 700 million paid subscribers, up 150 million year-over-year, Cook said. Apple’s subscriber figure includes customers subscribed to an app through Apple’s App Store billing.\nCook also said that Apple pushed back its return to its campus headquarters from September to at least October because of the Covid-19 situation.\n“I’ve been really pleased with what we’ve been able to accomplish in this fully remote mode,” Cook said.\nApple declared a dividend of $0.22 per share of stock. In a statement, Apple said that it spent $29 billion on shareholder return during the quarter. Apple CFO Luca Maestri told CNBC that the company has bought back almost $450 billion in stock in recent years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899190899,"gmtCreate":1628166608411,"gmtModify":1703502400662,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Buy or Hold?","listText":"Buy or Hold?","text":"Buy or Hold?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899190899","repostId":"2157488723","repostType":4,"repost":{"id":"2157488723","kind":"highlight","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":1628120515,"share":"https://ttm.financial/m/news/2157488723?lang=&edition=fundamental","pubTime":"2021-08-05 07:41","market":"us","language":"en","title":"Etsy Plummets On Revenue Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2157488723","media":"Benzinga","summary":"Online marketplace Etsy Inc (NASDAQ: ETSY) reported second-quarter earnings after hours Wednesday.","content":"<p>Online marketplace&nbsp;<b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> </b>reported second-quarter earnings after hours Wednesday.</p>\n<p><b>What Happened:</b> Etsy reported second-quarter revenue of $528.9 million, up 23.4% year-over-year. The revenue figure beat the street consensus of $524.8 million.</p>\n<p>The company reported quarterly earnings per share of 68 cents, beating estimates by a nickel.</p>\n<p>Etsy’s second-quarter gross merchandise sales were $3&nbsp;billion, up 13% year-over-year.</p>\n<p>The company added 8 million new buyers in the&nbsp;quarter and saw 11.9 million total new and reactivated (over <a href=\"https://laohu8.com/S/AONE.U\">one</a> year inactive) accounts.</p>\n<p>Habitual customers who make six or more purchases in a 12-month period were up 115% year-over-year and represent the company’s fastest-growing segment.</p>\n<p><b>What’s Next: </b>Etsy is guiding for third-quarter revenue to come in a range of $500 million to $525 million. The revenue guidance represents year-over-year growth of 13.5% at the mid-point of the range.</p>\n<p>The street was estimating revenue to be $524.9 million in the third quarter.</p>\n<p>The company’s third-quarter guidance for gross merchandise sales of $2.9 billion to $3.0 billion represents year-over-year growth of 13.5%, but would be down from the second quarter.</p>\n<p>Etsy is not issuing guidance for the full fiscal year. The weaker revenue guidance could show the company’s growth is slowing down and lead to analyst downgrades Thursday.</p>\n<p><b>ETSY Price Action: </b>After closing up 6%,&nbsp;Etsy shares are down over&nbsp;13% to $174.80 in after-hours trading.</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>Etsy Plummets On Revenue Guidance</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\">\nEtsy Plummets On Revenue Guidance\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\">2021-08-05 07:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Online marketplace&nbsp;<b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> </b>reported second-quarter earnings after hours Wednesday.</p>\n<p><b>What Happened:</b> Etsy reported second-quarter revenue of $528.9 million, up 23.4% year-over-year. The revenue figure beat the street consensus of $524.8 million.</p>\n<p>The company reported quarterly earnings per share of 68 cents, beating estimates by a nickel.</p>\n<p>Etsy’s second-quarter gross merchandise sales were $3&nbsp;billion, up 13% year-over-year.</p>\n<p>The company added 8 million new buyers in the&nbsp;quarter and saw 11.9 million total new and reactivated (over <a href=\"https://laohu8.com/S/AONE.U\">one</a> year inactive) accounts.</p>\n<p>Habitual customers who make six or more purchases in a 12-month period were up 115% year-over-year and represent the company’s fastest-growing segment.</p>\n<p><b>What’s Next: </b>Etsy is guiding for third-quarter revenue to come in a range of $500 million to $525 million. The revenue guidance represents year-over-year growth of 13.5% at the mid-point of the range.</p>\n<p>The street was estimating revenue to be $524.9 million in the third quarter.</p>\n<p>The company’s third-quarter guidance for gross merchandise sales of $2.9 billion to $3.0 billion represents year-over-year growth of 13.5%, but would be down from the second quarter.</p>\n<p>Etsy is not issuing guidance for the full fiscal year. The weaker revenue guidance could show the company’s growth is slowing down and lead to analyst downgrades Thursday.</p>\n<p><b>ETSY Price Action: </b>After closing up 6%,&nbsp;Etsy shares are down over&nbsp;13% to $174.80 in after-hours trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157488723","content_text":"Online marketplace Etsy reported second-quarter earnings after hours Wednesday.\nWhat Happened: Etsy reported second-quarter revenue of $528.9 million, up 23.4% year-over-year. The revenue figure beat the street consensus of $524.8 million.\nThe company reported quarterly earnings per share of 68 cents, beating estimates by a nickel.\nEtsy’s second-quarter gross merchandise sales were $3 billion, up 13% year-over-year.\nThe company added 8 million new buyers in the quarter and saw 11.9 million total new and reactivated (over one year inactive) accounts.\nHabitual customers who make six or more purchases in a 12-month period were up 115% year-over-year and represent the company’s fastest-growing segment.\nWhat’s Next: Etsy is guiding for third-quarter revenue to come in a range of $500 million to $525 million. The revenue guidance represents year-over-year growth of 13.5% at the mid-point of the range.\nThe street was estimating revenue to be $524.9 million in the third quarter.\nThe company’s third-quarter guidance for gross merchandise sales of $2.9 billion to $3.0 billion represents year-over-year growth of 13.5%, but would be down from the second quarter.\nEtsy is not issuing guidance for the full fiscal year. The weaker revenue guidance could show the company’s growth is slowing down and lead to analyst downgrades Thursday.\nETSY Price Action: After closing up 6%, Etsy shares are down over 13% to $174.80 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804539949,"gmtCreate":1627962962581,"gmtModify":1703498705077,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"What is this new retail that aims to merge offline and online?","listText":"What is this new retail that aims to merge offline and online?","text":"What is this new retail that aims to merge offline and online?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804539949","repostId":"2155915751","repostType":4,"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805696443,"gmtCreate":1627874023982,"gmtModify":1703496965142,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Have any of you heard of this actively managed ETF called BOSS :p","listText":"Have any of you heard of this actively managed ETF called BOSS :p","text":"Have any of you heard of this actively managed ETF called BOSS :p","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805696443","repostId":"1141267906","repostType":4,"repost":{"id":"1141267906","kind":"news","pubTimestamp":1627780653,"share":"https://ttm.financial/m/news/1141267906?lang=&edition=fundamental","pubTime":"2021-08-01 09:17","market":"us","language":"en","title":"Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World","url":"https://stock-news.laohu8.com/highlight/detail?id=1141267906","media":"Bloomberg","summary":"(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in","content":"<p><img src=\"https://static.tigerbbs.com/a4418a4a4b2639ef5a68e4da556a6c1b\" tg-width=\"958\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p>\n<p>(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in decline, someone forgot to tell the ETF industry.</p>\n<p>Amped up by a meme-crazed market and emboldened by the success of Cathie Wood’s Ark Investment Management, stock pickers are storming the $6.6 trillion U.S. exchange-traded fund universe like never before -- adding a new twist in the 50-year invasion from passive investing.</p>\n<p>Passive funds still dominate the industry, but actively managed products have cut into that lead, scooping up three-times their share of the unprecedented $500 billion plowed into ETFs in 2021, according to data compiled by Bloomberg. New active funds are arriving at double the rate of passive rivals, and the cohort has boosted its market share by a third in a year.</p>\n<p>“Historically, people have thought about ETFs as being indexed-based,” said Todd Rosenbluth, head of ETF and mutual fund research at CFRA Research. “Then Ark became a household name, and then investors came to realize that not only were those products worth looking at, but so were others.”</p>\n<p>None of this is supposed to happen in an industry built on the magic of indexing. Yet a market roller coaster brought on by the pandemic is helping discretionary asset managers turn ETFs to their own advantage.</p>\n<p>Equity conditions in general have become conducive to an active approach, leadership shifting in a stop-start economy, an unpredictable macro backdrop, and increased market breadth.</p>\n<p>Read more: Active Funds Crushed Equity Benchmarks in May Like Never Before</p>\n<p>At the same time, investors are showing an unusual willingness to make concentrated bets, from riding the meme-stock madness to following the kind of thematic vision laid out by Wood.</p>\n<p>They’ve poured $62 billion into active ETFs year-to-date. That’s 12% of total flows going to a slice of the market with only 4% of assets. In the rush to tap the burgeoning demand, issuers have now launched 156 actively managed products in 2021, compared with 77 passive funds.</p>\n<p>“At the end of day, the ETF is just a wrapper, it’s just a way to package and distribute an investment strategy,” said Ben Johnson, director of global ETF research at Morningstar. “More investors are getting hip to the fact that the notion of an actively-managed ETF is not an oxymoron.”</p>\n<p>Fifty-Year Battle</p>\n<p>The active surge is the latest development in a money-management battle that’s been raging since July 1971, when a team at Wells Fargo &amp; Co. created the original index fund.</p>\n<p>Today, the passive juggernaut is slashing industry costs, opening up investing to the masses and forcing discretionary traders to adapt or die. Active launches may be booming, but the bulk of cash flooding U.S. stocks is still destined for big, cheap funds that do nothing but track the market.</p>\n<p>Read more: Wall Street Surrenders to the $500 Billion ETF Rush</p>\n<p>“Active ETFs are doing better than they have in past, but passive is still king,” said James Seyffart, an ETF analyst for Bloomberg Intelligence. “A lot of that active flow in the big months from late 2020 to early 2021 is to Cathie’s funds.”</p>\n<p>Wood has become the poster child for active management in ETFs. The flagship fund at Ark was one of the best-performing in America last year with a 149% return.</p>\n<p>Inspired by this and her enticing thematic approach -- which focuses on trends like robotics or space travel rather than market segments -- investors have sunk $14.5 billion into Ark funds in 2021.</p>\n<p>Passive Attack</p>\n<p>The mini boom for active ETFs comes not a moment too soon for the stock-picking industry.</p>\n<p>Passive funds -- mutual and exchange-traded -- now manage $11 trillion and are on course to hold 50% of all registered U.S. fund assets within five years, according to BI calculations.</p>\n<p>Critics say the rapidly swelling index industry is blowing bubbles in stock markets, weakening corporate governance and more. And in some ways, it can also hit returns.</p>\n<p>Take Tesla Inc.’s entry into the S&amp;P 500 in December. While discretionary managers could buy Elon Musk’s firm in advance, index funds ended up adding it at an inflated valuation -- and were forced to offload billions of dollars in other stocks to make space in portfolios.</p>\n<p>“Index funds systematically buy high and sell low,” wrote Rob Arnott of Research Affiliates and his colleagues in a June paper. They argued investors would have been better off holding the company pushed out of the index to make way for Tesla.</p>\n<p>The main advantage stock pickers enjoy over their passive peers is more flexibility in deploying their cash. That’s something they’ve been able to bring to ETFs for years -- Wood’s first fund launched in 2014 -- but it was a rule change in 2019 that paved the way for the current jump in activity.</p>\n<p>It made launching ETFs easier, and enabled new structures that could hide the strategy underpinning a fund. That helped lure multiple major Wall Street players to the industry after years of holding out, including the likes of Wells Fargo and T. Rowe Price.</p>\n<p>Talk of discretionary management’s decline is still rampant, but the woes aren’t as bad as they may seem. Even as U.S. active funds -- mutual and ETF -- saw $209 billion exit last year, they closed 2020 with about $13.3 trillion under management. That was a 13% gain from 2019.</p>\n<p>The increase was largely thanks to rising markets, but if the current trend continues, before long it could just as easily be down to ETF growth.</p>\n<p>“We’re going to see the percentage of assets in actively-managed ETFs continue to climb higher,” said Rosenbluth at CFRA. “They’re going to continue to have the opportunity to punch above their weight.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Is Just a Start as Stock Pickers Storm the ETF World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-just-start-stock-120000320.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in decline, someone forgot to tell the ETF industry.\nAmped up by a meme-crazed market and emboldened ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-just-start-stock-120000320.html\">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://finance.yahoo.com/news/cathie-wood-just-start-stock-120000320.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141267906","content_text":"(Bloomberg) -- Record inflows. Record fund launches. Record assets. If active money management is in decline, someone forgot to tell the ETF industry.\nAmped up by a meme-crazed market and emboldened by the success of Cathie Wood’s Ark Investment Management, stock pickers are storming the $6.6 trillion U.S. exchange-traded fund universe like never before -- adding a new twist in the 50-year invasion from passive investing.\nPassive funds still dominate the industry, but actively managed products have cut into that lead, scooping up three-times their share of the unprecedented $500 billion plowed into ETFs in 2021, according to data compiled by Bloomberg. New active funds are arriving at double the rate of passive rivals, and the cohort has boosted its market share by a third in a year.\n“Historically, people have thought about ETFs as being indexed-based,” said Todd Rosenbluth, head of ETF and mutual fund research at CFRA Research. “Then Ark became a household name, and then investors came to realize that not only were those products worth looking at, but so were others.”\nNone of this is supposed to happen in an industry built on the magic of indexing. Yet a market roller coaster brought on by the pandemic is helping discretionary asset managers turn ETFs to their own advantage.\nEquity conditions in general have become conducive to an active approach, leadership shifting in a stop-start economy, an unpredictable macro backdrop, and increased market breadth.\nRead more: Active Funds Crushed Equity Benchmarks in May Like Never Before\nAt the same time, investors are showing an unusual willingness to make concentrated bets, from riding the meme-stock madness to following the kind of thematic vision laid out by Wood.\nThey’ve poured $62 billion into active ETFs year-to-date. That’s 12% of total flows going to a slice of the market with only 4% of assets. In the rush to tap the burgeoning demand, issuers have now launched 156 actively managed products in 2021, compared with 77 passive funds.\n“At the end of day, the ETF is just a wrapper, it’s just a way to package and distribute an investment strategy,” said Ben Johnson, director of global ETF research at Morningstar. “More investors are getting hip to the fact that the notion of an actively-managed ETF is not an oxymoron.”\nFifty-Year Battle\nThe active surge is the latest development in a money-management battle that’s been raging since July 1971, when a team at Wells Fargo & Co. created the original index fund.\nToday, the passive juggernaut is slashing industry costs, opening up investing to the masses and forcing discretionary traders to adapt or die. Active launches may be booming, but the bulk of cash flooding U.S. stocks is still destined for big, cheap funds that do nothing but track the market.\nRead more: Wall Street Surrenders to the $500 Billion ETF Rush\n“Active ETFs are doing better than they have in past, but passive is still king,” said James Seyffart, an ETF analyst for Bloomberg Intelligence. “A lot of that active flow in the big months from late 2020 to early 2021 is to Cathie’s funds.”\nWood has become the poster child for active management in ETFs. The flagship fund at Ark was one of the best-performing in America last year with a 149% return.\nInspired by this and her enticing thematic approach -- which focuses on trends like robotics or space travel rather than market segments -- investors have sunk $14.5 billion into Ark funds in 2021.\nPassive Attack\nThe mini boom for active ETFs comes not a moment too soon for the stock-picking industry.\nPassive funds -- mutual and exchange-traded -- now manage $11 trillion and are on course to hold 50% of all registered U.S. fund assets within five years, according to BI calculations.\nCritics say the rapidly swelling index industry is blowing bubbles in stock markets, weakening corporate governance and more. And in some ways, it can also hit returns.\nTake Tesla Inc.’s entry into the S&P 500 in December. While discretionary managers could buy Elon Musk’s firm in advance, index funds ended up adding it at an inflated valuation -- and were forced to offload billions of dollars in other stocks to make space in portfolios.\n“Index funds systematically buy high and sell low,” wrote Rob Arnott of Research Affiliates and his colleagues in a June paper. They argued investors would have been better off holding the company pushed out of the index to make way for Tesla.\nThe main advantage stock pickers enjoy over their passive peers is more flexibility in deploying their cash. That’s something they’ve been able to bring to ETFs for years -- Wood’s first fund launched in 2014 -- but it was a rule change in 2019 that paved the way for the current jump in activity.\nIt made launching ETFs easier, and enabled new structures that could hide the strategy underpinning a fund. That helped lure multiple major Wall Street players to the industry after years of holding out, including the likes of Wells Fargo and T. Rowe Price.\nTalk of discretionary management’s decline is still rampant, but the woes aren’t as bad as they may seem. Even as U.S. active funds -- mutual and ETF -- saw $209 billion exit last year, they closed 2020 with about $13.3 trillion under management. That was a 13% gain from 2019.\nThe increase was largely thanks to rising markets, but if the current trend continues, before long it could just as easily be down to ETF growth.\n“We’re going to see the percentage of assets in actively-managed ETFs continue to climb higher,” said Rosenbluth at CFRA. “They’re going to continue to have the opportunity to punch above their weight.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899198630,"gmtCreate":1628166958020,"gmtModify":1703502406649,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Interesting M&amp;A play","listText":"Interesting M&amp;A play","text":"Interesting M&A play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899198630","repostId":"2157395984","repostType":4,"repost":{"id":"2157395984","kind":"highlight","pubTimestamp":1628165160,"share":"https://ttm.financial/m/news/2157395984?lang=&edition=fundamental","pubTime":"2021-08-05 20:06","market":"us","language":"en","title":"Pfizer's CEO Wants to Go Shopping: 3 Potential Companies on His Radar","url":"https://stock-news.laohu8.com/highlight/detail?id=2157395984","media":"Motley Fool","summary":"Projecting over $33 billion in COVID-19 vaccine revenue alone in 2021, CEO Albert Bourla wants to beef up Pfizer's pipeline.","content":"<p>Speaking back in May on his company's Q1 2021 earnings call, <b>Pfizer</b> (NYSE:PFE) CEO Albert Bourla stated, \"You should expect to see a lot of ... business development deals that will allow us to bring in-house a lot of potential medicines that could become [approved treatments] ... in the second part of the decade.\" &nbsp;With pre-tax profit on its COVID-19 vaccine in the high 20% range and Bourla's company guiding for $78 billion to $80 billion in revenue for 2021 (with more than $33 billion of that coming from the vaccine), there's certainly money to be spent on acquisitions. Let's look at three potential candidates that could help Pfizer to further secure its future.</p>\n<h3>The budding oncology research machine</h3>\n<p>If Pfizer wants to fill its pipeline with precision-medicine oncology drugs for the next decade, perhaps it will consider <b>Blueprint Medicines</b> (NASDAQ:BPMC). This $5 billion biotech is the first and only company to have two internally discovered and developed medicines that received U.S. Food and Drug Administration (FDA) approval within a decade of its founding.</p>\n<p><img src=\"https://static.tigerbbs.com/0cba561a33b8fd037c17212c807d1ccb\" tg-width=\"700\" tg-height=\"438\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<p>Its first oncology drug, Gavreto, is a once-a-day oral medication for non-small cell lung cancer, as well as certain types of thyroid cancer with a mutation in a specific gene called RET. Altogether, these markets add up to about 6,000 patients annually in the U.S.</p>\n<p>At a cost of $231,000 per patient per year, that's a $1.3 billion addressable market for which Blueprint and partner <b>Roche</b> will split costs and profits 50-50 in the U.S. While Gavreto competes with <b>Eli Lilly</b>'s&nbsp;Retevmo in this market, the Roche-Blueprint product currently has a 40% share of the RET-inhibitor space, despite being the second <a href=\"https://laohu8.com/S/AONE.U\">one</a> to the party.</p>\n<p>The precision-medicine company also has two candidates entering phase 1 studies for non-small cell lung cancer with mutations within a specific gene called EGFR. <b>AstraZeneca</b>'s Tagrisso, which has a similar target, hauled in a whopping $4.3 billion-plus in FY 2020.</p>\n<p>While there is some tough competition out there, Blueprint has shown it can quickly bring drugs to market. With plenty of financial support and a large seasoned sales force already in place, Pfizer could rapidly capitalize on a buyout of this $5 billion business. And we haven't even mentioned Blueprint's other approved drug, which is for a rare disease called mastocytosis&nbsp;and has an addressable market in the U.S. of at least $800 million.</p>\n<h3>The safe rare-disease tuck-in</h3>\n<p>When<b> Aurinia Pharmaceuticals</b>' (NASDAQ:AUPH) Lupkynis was approved in January, it became the first oral therapy approved for lupus nephritis that doesn't require monitoring of drug levels. Lupus nephritis is an autoimmune disorder that's especially harsh on the kidneys, with approximately 10% to 30% of patients experiencing kidney failure within 15 years, despite current therapies.</p>\n<p>This disease affects about 80,000 to 100,000 people in the U.S., but fortunately, when combined with current standards of care, Aurinia's drug is more likely&nbsp;to improve kidney function. In fact, 40.8% of patients see improvements in renal function after 52 treatments with Lupkynis, versus 22.5% receiving standard-of-care treatment alone.</p>\n<p>The autoimmune-focused biotech expects an average annualized net revenue per patient of approximately $65,000. With at least 65,000 potential patients in the U.S., that's a total addressable market of more than $4 billion.</p>\n<p>Even better, this doesn't even get into the potential for Lupkynis to treat other autoimmune diseases. Pfizer already has multiple compounds aimed at various autoimmune conditions, and this $1.8 billion company seems like an obvious tuck-in acquisition for the pharma giant. It has an approved drug with a blockbuster addressable market, and that drug may have optionality for other autoimmune conditions as well (though it's not actively being studied in other diseases at the moment).</p>\n<h3>The next frontier in COVID treatment</h3>\n<p>With COVID-19 cases rising worldwide, there's a pressing need for an efficacious oral therapy that can be administered not only to hospitalized patients but also to those well enough to be given a prescription as outpatients. Pharma <b>Atea Pharmaceuticals</b> (NASDAQ:AVIR)&nbsp;reported interim phase 2 results at the end of June showing that its lead COVID-19 oral treatment, AT-527, could rapidly reduce the viral load in COVID-19 patients.</p>\n<p>After two days of treatment, patients experienced an 80% greater viral-load reduction compared to placebo -- and this difference was maintained eight days after the start of treatment. Atea partnered with Roche in October 2020 on AT-527, and the drug is now in an ongoing worldwide phase 3 trial with results due in the second half of 2021. After its raging success with <b>BioNTech </b>on their coronavirus vaccine, Pfizer may be willing to double down on partnerships in the COVID-19 space -- especially with Bourla's company raising its 2021 sales forecast of its partnered COVID-19 vaccine to $33.5 billion for the year.</p>\n<p>With Atea valued at just $2.1 billion yet having megablockbuster potential, there's a lot of upside for Pfizer. An Atea buyout also would provide a safety net should Pfizer's own oral combination therapy for COVID, which just entered phase 2/3 trials, fizzle out.</p>\n<p>If I were Albert Bourla, which would I choose? On July 22, Pfizer announced a global collaboration with Arvinas, which has a breast cancer treatment in phase 2 trials. The deal cost Pfizer $650 million upfront, as well as a $350 million equity investment and up to $1.4 billion in milestone payments. Given this, the behemoth may not be looking for another oncology company right away. And despite impressive COVID-19 data from Atea, Pfizer has its own oral coronavirus treatment early in progress, though not quite as far along in clinical trials.</p>\n<p>That leaves Aurinia, which I believe to be the safest buy on the list for pharmaceutical investors -- Pfizer included. With a market cap of less than $2 billion and a potential blockbuster that has possible optionality into other autoimmune diseases, Aurinia looks undervalued and could find itself being acquired sooner rather than later.</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>Pfizer's CEO Wants to Go Shopping: 3 Potential Companies on His Radar</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\">\nPfizer's CEO Wants to Go Shopping: 3 Potential Companies on His Radar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/05/pfizer-ceo-wants-to-go-shopping-3-potential-compan/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Speaking back in May on his company's Q1 2021 earnings call, Pfizer (NYSE:PFE) CEO Albert Bourla stated, \"You should expect to see a lot of ... business development deals that will allow us to bring ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/05/pfizer-ceo-wants-to-go-shopping-3-potential-compan/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/08/05/pfizer-ceo-wants-to-go-shopping-3-potential-compan/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157395984","content_text":"Speaking back in May on his company's Q1 2021 earnings call, Pfizer (NYSE:PFE) CEO Albert Bourla stated, \"You should expect to see a lot of ... business development deals that will allow us to bring in-house a lot of potential medicines that could become [approved treatments] ... in the second part of the decade.\"  With pre-tax profit on its COVID-19 vaccine in the high 20% range and Bourla's company guiding for $78 billion to $80 billion in revenue for 2021 (with more than $33 billion of that coming from the vaccine), there's certainly money to be spent on acquisitions. Let's look at three potential candidates that could help Pfizer to further secure its future.\nThe budding oncology research machine\nIf Pfizer wants to fill its pipeline with precision-medicine oncology drugs for the next decade, perhaps it will consider Blueprint Medicines (NASDAQ:BPMC). This $5 billion biotech is the first and only company to have two internally discovered and developed medicines that received U.S. Food and Drug Administration (FDA) approval within a decade of its founding.\n\nImage source: Getty Images.\nIts first oncology drug, Gavreto, is a once-a-day oral medication for non-small cell lung cancer, as well as certain types of thyroid cancer with a mutation in a specific gene called RET. Altogether, these markets add up to about 6,000 patients annually in the U.S.\nAt a cost of $231,000 per patient per year, that's a $1.3 billion addressable market for which Blueprint and partner Roche will split costs and profits 50-50 in the U.S. While Gavreto competes with Eli Lilly's Retevmo in this market, the Roche-Blueprint product currently has a 40% share of the RET-inhibitor space, despite being the second one to the party.\nThe precision-medicine company also has two candidates entering phase 1 studies for non-small cell lung cancer with mutations within a specific gene called EGFR. AstraZeneca's Tagrisso, which has a similar target, hauled in a whopping $4.3 billion-plus in FY 2020.\nWhile there is some tough competition out there, Blueprint has shown it can quickly bring drugs to market. With plenty of financial support and a large seasoned sales force already in place, Pfizer could rapidly capitalize on a buyout of this $5 billion business. And we haven't even mentioned Blueprint's other approved drug, which is for a rare disease called mastocytosis and has an addressable market in the U.S. of at least $800 million.\nThe safe rare-disease tuck-in\nWhen Aurinia Pharmaceuticals' (NASDAQ:AUPH) Lupkynis was approved in January, it became the first oral therapy approved for lupus nephritis that doesn't require monitoring of drug levels. Lupus nephritis is an autoimmune disorder that's especially harsh on the kidneys, with approximately 10% to 30% of patients experiencing kidney failure within 15 years, despite current therapies.\nThis disease affects about 80,000 to 100,000 people in the U.S., but fortunately, when combined with current standards of care, Aurinia's drug is more likely to improve kidney function. In fact, 40.8% of patients see improvements in renal function after 52 treatments with Lupkynis, versus 22.5% receiving standard-of-care treatment alone.\nThe autoimmune-focused biotech expects an average annualized net revenue per patient of approximately $65,000. With at least 65,000 potential patients in the U.S., that's a total addressable market of more than $4 billion.\nEven better, this doesn't even get into the potential for Lupkynis to treat other autoimmune diseases. Pfizer already has multiple compounds aimed at various autoimmune conditions, and this $1.8 billion company seems like an obvious tuck-in acquisition for the pharma giant. It has an approved drug with a blockbuster addressable market, and that drug may have optionality for other autoimmune conditions as well (though it's not actively being studied in other diseases at the moment).\nThe next frontier in COVID treatment\nWith COVID-19 cases rising worldwide, there's a pressing need for an efficacious oral therapy that can be administered not only to hospitalized patients but also to those well enough to be given a prescription as outpatients. Pharma Atea Pharmaceuticals (NASDAQ:AVIR) reported interim phase 2 results at the end of June showing that its lead COVID-19 oral treatment, AT-527, could rapidly reduce the viral load in COVID-19 patients.\nAfter two days of treatment, patients experienced an 80% greater viral-load reduction compared to placebo -- and this difference was maintained eight days after the start of treatment. Atea partnered with Roche in October 2020 on AT-527, and the drug is now in an ongoing worldwide phase 3 trial with results due in the second half of 2021. After its raging success with BioNTech on their coronavirus vaccine, Pfizer may be willing to double down on partnerships in the COVID-19 space -- especially with Bourla's company raising its 2021 sales forecast of its partnered COVID-19 vaccine to $33.5 billion for the year.\nWith Atea valued at just $2.1 billion yet having megablockbuster potential, there's a lot of upside for Pfizer. An Atea buyout also would provide a safety net should Pfizer's own oral combination therapy for COVID, which just entered phase 2/3 trials, fizzle out.\nIf I were Albert Bourla, which would I choose? On July 22, Pfizer announced a global collaboration with Arvinas, which has a breast cancer treatment in phase 2 trials. The deal cost Pfizer $650 million upfront, as well as a $350 million equity investment and up to $1.4 billion in milestone payments. Given this, the behemoth may not be looking for another oncology company right away. And despite impressive COVID-19 data from Atea, Pfizer has its own oral coronavirus treatment early in progress, though not quite as far along in clinical trials.\nThat leaves Aurinia, which I believe to be the safest buy on the list for pharmaceutical investors -- Pfizer included. With a market cap of less than $2 billion and a potential blockbuster that has possible optionality into other autoimmune diseases, Aurinia looks undervalued and could find itself being acquired sooner rather than later.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803620038,"gmtCreate":1627437075824,"gmtModify":1703489914945,"author":{"id":"3586430417918627","authorId":"3586430417918627","name":"Jedifruit","avatar":"https://static.tigerbbs.com/88435349bac72c663f520efd9d784d2c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586430417918627","authorIdStr":"3586430417918627"},"themes":[],"htmlText":"Wow solid","listText":"Wow solid","text":"Wow solid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803620038","repostId":"2154491203","repostType":2,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}