lingnh personal page - To The Moon

lingnh

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2022-11-17

//@liewtc60: Google has a wide economic mode with strong key business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great focus on executing growth strategy, prioritise Investment / growth capex spendings and optimise workforce and operating costs to improve its cost efficiency and profitability. Who

Google Stock: Buy The Panic

01-16

$China Everbright(U9E.SI)$

2023-05-15

$COUNTRY GARDEN(02007)$ should accumulate more when price is low

2022-01-24

$Alibaba(09988)$Up &down...hold and be patient

2022-09-25

Chi

If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”

2022-12-02

Si

Sea Limited: Bears Didn't See This Coming

2022-02-28

Nnn

7 Red-Hot Growth Stocks That Could Be Headed to the Moon

2022-06-24

Is en

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

2021-09-03

Ok

S&P, Nasdaq edge to record closes, energy stocks buoyant

2021-08-25

Ok

Here's Why Visa Is One of the Best Long-Term Stocks to Buy

2021-07-29

Good

Facebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'

2022-11-08

At

2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street

2021-08-07

Ok

US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown

2021-07-24

Ok

Why Snap Stock Is Skyrocketing Higher Today

2021-07-13

Yes. Should take

Elon Musk Says He Turned Down Wall Street Jobs to Focus on Tech

2021-07-10

Good buy

Sorry, the original content has been removed

2021-06-29

Crash soon

Tech stock rally sends S&P and Nasdaq to record highs

2022-04-16

Good luck

The Smart Investor Will Avoid GameStop and Bed Bath & Beyond

2022-04-14

Good

Wall Street Surges in Growth Stocks Rally; Earnings Season Opens

2021-08-09

Ok

Sorry, the original content has been removed

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href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a> 發佈最新成績單，2022年實現年總收入2,800億元人民幣(下同)，經調整淨利潤人民幣85億元，其中第四季度收入660億元，調整淨利潤錄得15億元，全年及季度表現均優於市場預期，反映公司已經走過市場寒冬並逐漸收復失地。雖然根據Canalys資料，去年全球智能手機出貨量創9年新低，競爭對手蘋果和三星均有明顯的跌幅，不過即使在行業處於寒冬中，有別於這些競爭對手，小米能交出比市場預期好的成績，一個重要的原因是公司收入並不完全依賴智能手機市場，而是以科技力引領行業變革&nbsp;。&nbsp;作為智能時代的先行者，小米緊緊圍繞用戶構建智能場景，形成全球領先的消費級物聯網平臺，用數碼技術創造豐富多彩的生活。截至2022年12月31日，小米AIoT平臺已連接設備（不包括智能手機、平板及筆記型電腦）數同比增長35.8%至5.89億；擁有5件及以上連接至AIoT平臺的設備（不包括智能手機、平板及筆記型電腦）用戶數同比增長32.5%至1,160萬，亮眼的增幅體現了公司的戰略部署行之有效。&nbsp;2022年小米IoT與生活消費產品收入達798億元，其中第四季收入為214億元，實現12.5%的環比增長。其中，小米的全球智能電視及空調的出貨量均是逆市增長。隨著AI、5G、Web3及雲計算等科技發展的普及，以及大眾的物聯網意識的提升，小米此刻在AIoT的領先地位已經難以趕超，因為小米靠的不止是單項專長優勢，更是創辦人雷軍口中所說的「打團戰」優勢。&nbsp;今年，穩經濟政策逐步落實，市場經濟全面復蘇，消費場景修復加快。2022年作為小米步入「下一個十年」新週期的關鍵節年，公司瞄準更高水平發展，啟動「規模與利潤並重」的新經營戰略。小米今日的根基離不開上一個週期的戰略部署，明日","listText":"小米<a href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a> 發佈最新成績單，2022年實現年總收入2,800億元人民幣(下同)，經調整淨利潤人民幣85億元，其中第四季度收入660億元，調整淨利潤錄得15億元，全年及季度表現均優於市場預期，反映公司已經走過市場寒冬並逐漸收復失地。雖然根據Canalys資料，去年全球智能手機出貨量創9年新低，競爭對手蘋果和三星均有明顯的跌幅，不過即使在行業處於寒冬中，有別於這些競爭對手，小米能交出比市場預期好的成績，一個重要的原因是公司收入並不完全依賴智能手機市場，而是以科技力引領行業變革&nbsp;。&nbsp;作為智能時代的先行者，小米緊緊圍繞用戶構建智能場景，形成全球領先的消費級物聯網平臺，用數碼技術創造豐富多彩的生活。截至2022年12月31日，小米AIoT平臺已連接設備（不包括智能手機、平板及筆記型電腦）數同比增長35.8%至5.89億；擁有5件及以上連接至AIoT平臺的設備（不包括智能手機、平板及筆記型電腦）用戶數同比增長32.5%至1,160萬，亮眼的增幅體現了公司的戰略部署行之有效。&nbsp;2022年小米IoT與生活消費產品收入達798億元，其中第四季收入為214億元，實現12.5%的環比增長。其中，小米的全球智能電視及空調的出貨量均是逆市增長。隨著AI、5G、Web3及雲計算等科技發展的普及，以及大眾的物聯網意識的提升，小米此刻在AIoT的領先地位已經難以趕超，因為小米靠的不止是單項專長優勢，更是創辦人雷軍口中所說的「打團戰」優勢。&nbsp;今年，穩經濟政策逐步落實，市場經濟全面復蘇，消費場景修復加快。2022年作為小米步入「下一個十年」新週期的關鍵節年，公司瞄準更高水平發展，啟動「規模與利潤並重」的新經營戰略。小米今日的根基離不開上一個週期的戰略部署，明日","text":"小米$小米集團-W(01810)$ 發佈最新成績單，2022年實現年總收入2,800億元人民幣(下同)，經調整淨利潤人民幣85億元，其中第四季度收入660億元，調整淨利潤錄得15億元，全年及季度表現均優於市場預期，反映公司已經走過市場寒冬並逐漸收復失地。雖然根據Canalys資料，去年全球智能手機出貨量創9年新低，競爭對手蘋果和三星均有明顯的跌幅，不過即使在行業處於寒冬中，有別於這些競爭對手，小米能交出比市場預期好的成績，一個重要的原因是公司收入並不完全依賴智能手機市場，而是以科技力引領行業變革 。 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Chinese big stock","listText":"Buy Chinese big stock","text":"Buy Chinese big stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943071322","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940643342,"gmtCreate":1677895458486,"gmtModify":1677895461057,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"chi","listText":"chi","text":"chi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940643342","repostId":"9940620808","repostType":1,"repost":{"id":9940620808,"gmtCreate":1677885460305,"gmtModify":1677895127360,"author":{"id":"3479274819487659","authorId":"3479274819487659","name":"The Finance Hydra","avatar":"https://community-static.tradeup.com/news/a242a9be28de8ea5e320d9cee36651ca","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274819487659","idStr":"3479274819487659"},"themes":[],"htmlText":"\n \n \n  TESLA STOCK: The Next Rally Has Begun.\n \n","listText":"TESLA STOCK: The Next Rally Has Begun.","text":"TESLA STOCK: The Next Rally Has Begun.","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940620808","isVote":1,"tweetType":2,"object":{"id":"4a898433d73c4a9a903d3559313b271e","tweetId":"9940620808","title":"TESLA STOCK: The Next Rally Has Begun.","videoUrl":"http://v.tigerbbs.com/167788545437378a92d5f592bd5d10ba6af54aff1b286.mp4","poster":"https://static.tigerbbs.com/ae624ff69f6b6975cb76d19e351505e7","shareLink":"http://v.tigerbbs.com/167788545437378a92d5f592bd5d10ba6af54aff1b286.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952029337,"gmtCreate":1674271268629,"gmtModify":1676538934877,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952029337","repostId":"9952020774","repostType":1,"repost":{"id":9952020774,"gmtCreate":1674270973899,"gmtModify":1676538934821,"author":{"id":"3567304065816260","authorId":"3567304065816260","name":"Hummingbirdx","avatar":"https://community-static.tradeup.com/news/d980107f7fddfae181d94b180790fa9b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3567304065816260","idStr":"3567304065816260"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>Potential double bottom in-progress....&nbsp;[Smart]&nbsp; look for buy signal if break $4&nbsp;[Observation]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>Potential double bottom in-progress....&nbsp;[Smart]&nbsp; look for buy signal if break $4&nbsp;[Observation]&nbsp;","text":"$Grab Holdings(GRAB)$ Potential double bottom in-progress.... [Smart] look for buy signal if break $4 [Observation]","images":[{"img":"https://community-static.tradeup.com/news/905bd3ef3d2adfbb3620d37ef24d2dd6","width":"750","height":"1532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952020774","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951321118,"gmtCreate":1673401274834,"gmtModify":1676538830794,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951321118","repostId":"9951323305","repostType":1,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929976843,"gmtCreate":1670595019483,"gmtModify":1676538400908,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"At","listText":"At","text":"At","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929976843","repostId":"9929970964","repostType":1,"repost":{"id":9929970964,"gmtCreate":1670594357359,"gmtModify":1676538400755,"author":{"id":"4110527799654552","authorId":"4110527799654552","name":"Zeniv","avatar":"https://community-static.tradeup.com/news/5aa130e67df4736e07b2ed6a3df065af","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110527799654552","idStr":"4110527799654552"},"themes":[],"htmlText":"Thank you Tiger for this 2022 Investing Review. My top gain in % is TSM which i bought at low price of ard 60, and now is ard $80. Other small gains are Keppel DC reit, ocbc bank, and frasers commercial&nbsp;and logistics reit. My top loss is CK Infrastructure which i bought at 48 HKD, which now trading ard 40 HKD. Other paper losses are from Adobe,&nbsp; Meta and Alphabet. Although 2022 is marked with predominantly with losses, I am optimistic that the stocks i bought will still perform well in the long term and will continue to hold them. Looking forward to year 2023 and see what it brings and lessons to be learnt. Thank you.","listText":"Thank you Tiger for this 2022 Investing Review. My top gain in % is TSM which i bought at low price of ard 60, and now is ard $80. Other small gains are Keppel DC reit, ocbc bank, and frasers commercial&nbsp;and logistics reit. My top loss is CK Infrastructure which i bought at 48 HKD, which now trading ard 40 HKD. Other paper losses are from Adobe,&nbsp; Meta and Alphabet. Although 2022 is marked with predominantly with losses, I am optimistic that the stocks i bought will still perform well in the long term and will continue to hold them. Looking forward to year 2023 and see what it brings and lessons to be learnt. Thank you.","text":"Thank you Tiger for this 2022 Investing Review. My top gain in % is TSM which i bought at low price of ard 60, and now is ard $80. Other small gains are Keppel DC reit, ocbc bank, and frasers commercial and logistics reit. My top loss is CK Infrastructure which i bought at 48 HKD, which now trading ard 40 HKD. Other paper losses are from Adobe, Meta and Alphabet. Although 2022 is marked with predominantly with losses, I am optimistic that the stocks i bought will still perform well in the long term and will continue to hold them. Looking forward to year 2023 and see what it brings and lessons to be learnt. Thank you.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929970964","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965896954,"gmtCreate":1669932359678,"gmtModify":1676538271001,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"Si","listText":"Si","text":"Si","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965896954","repostId":"1183309348","repostType":4,"repost":{"id":"1183309348","pubTimestamp":1669909628,"share":"https://ttm.financial/m/news/1183309348?lang=&edition=fundamental","pubTime":"2022-12-01 23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4&#39;23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren&#39;t surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li&#39;s emphasis in its Q3 commentary on Shopee (Sea Limited&#39;s e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4&#39;23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited&#39;s more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited&#39;s execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management&#39;s upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it&#39;s predicated on revenue growth of 16.7% for FY23, below FY22&#39;s 21.6% uptick. Based on management&#39;s commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street&#39;s more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive &#34;may see no growth or even negative growth in certain operating metrics in the near term.&#34;</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2&#39;s -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management&#39;s execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1&#39;21, corroborating management&#39;s confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2&#39;s 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2&#39;s 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it&#39;s a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee&#39;s ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people&#39;s purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3&#39;22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE&#39;s valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited&#39;s e-commerce peers&#39; median (7.3x NTM EBITDA) and gaming peers&#39; median (8.6x NTM EBITDA).</p><p>We applaud management&#39;s initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Bears Didn't See This Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963615279,"gmtCreate":1668660344891,"gmtModify":1676538092906,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/3562746096016835\">@liewtc60</a>: Google has a wide economic mode with strong key&nbsp;business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great&nbsp;focus&nbsp;on executing growth strategy, prioritise Investment / growth capex&nbsp;spendings and optimise&nbsp;workforce and operating costs&nbsp;to improve its cost efficiency and profitability. Who","listText":"//<a href=\"https://ttm.financial/U/3562746096016835\">@liewtc60</a>: Google has a wide economic mode with strong key&nbsp;business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great&nbsp;focus&nbsp;on executing growth strategy, prioritise Investment / growth capex&nbsp;spendings and optimise&nbsp;workforce and operating costs&nbsp;to improve its cost efficiency and profitability. Who","text":"//@liewtc60: Google has a wide economic mode with strong key business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great focus on executing growth strategy, prioritise Investment / growth capex spendings and optimise workforce and operating costs to improve its cost efficiency and profitability. Who","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9963615279","repostId":"2284341781","repostType":4,"repost":{"id":"2284341781","pubTimestamp":1668656273,"share":"https://ttm.financial/m/news/2284341781?lang=&edition=fundamental","pubTime":"2022-11-17 11:37","market":"us","language":"en","title":"Google Stock: Buy The Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2284341781","media":"Seeking Alpha","summary":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current ","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet’s stock is down 32% YTD; we recommend investors buy the pullback.</li><li>We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.</li><li>We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.</li><li>We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.</li><li>While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.</li><li>We’re bullish on Alphabet Inc. (&#34;Google&#34;). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.</li></ul><p>Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.</p><p>On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don&#39;t expect Alphabet&#39;s stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.</p><h2><b>Google Ads is a double-edged sword</b></h2><p>Alphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.</p><p>We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.</p><h2><b>Google Cloud is a revenue driver, in progress</b></h2><p>Despite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.<img src=\"https://static.tigerbbs.com/762357bfb2631093869c73cab5410228\" tg-width=\"557\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOG earnings 3Q22</p><p>Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.</p><p><img src=\"https://static.tigerbbs.com/dab86ddd709cd11d8a7b32bd68d1a389\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Synergy Research Group</p><p>Alphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.</p><h2><b>Risks to our bullish sentiment </b></h2><p>Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet&#39;s stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.</p><h2><b>Stock pullback</b></h2><p>Alphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.</p><p>The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.</p><p><img src=\"https://static.tigerbbs.com/77f8b2d875dd43c7a4667a7d94a9f314\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>TechStockPros<img src=\"https://static.tigerbbs.com/f112d6f34e8a4e30a34eca0fab9334a0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Attractive valuation </b></h2><p>Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.</p><p>The following graph outlines Alphabet’s valuation compared to the peer group.</p><p><img src=\"https://static.tigerbbs.com/c6f5d87c51846fb7b16e310b2c1bb1f6\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Word on Wall Street</b></h2><p>Wall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.</p><p>The following tables outline Alphabet’s sell-side ratings and price targets.</p><p><img src=\"https://static.tigerbbs.com/c971e14f5b2e02b96b5d9329446a07b1\" tg-width=\"566\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>What to do with the stock</b></h2><p>While Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.</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>Google Stock: Buy The Panic</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\">\nGoogle Stock: Buy The Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558393-google-stock-buy-the-panic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284341781","content_text":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.We’re bullish on Alphabet Inc. (\"Google\"). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don't expect Alphabet's stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.Google Ads is a double-edged swordAlphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.Google Cloud is a revenue driver, in progressDespite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.GOOG earnings 3Q22Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.Synergy Research GroupAlphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.Risks to our bullish sentiment Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet's stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.Stock pullbackAlphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.TechStockProsAttractive valuation Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.The following graph outlines Alphabet’s valuation compared to the peer group.Word on Wall StreetWall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.The following tables outline Alphabet’s sell-side ratings and price targets.What to do with the stockWhile Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969540977,"gmtCreate":1668479249599,"gmtModify":1676538063271,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"qty","listText":"qty","text":"qty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969540977","repostId":"9969219170","repostType":1,"repost":{"id":9969219170,"gmtCreate":1668463446891,"gmtModify":1676538058412,"author":{"id":"4100316246044730","authorId":"4100316246044730","name":"A.111","avatar":"https://community-static.tradeup.com/news/f01b5e85d840d08c514628bce33fdffa","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100316246044730","idStr":"4100316246044730"},"themes":[],"htmlText":"News Highlights: Top Global Markets News of the Day Fed Official Warns Inflation Fight Has 'Ways to Go' The markets cheered a report of better inflation last week, but Fed governor Christopher Waller cautions against an overreaction. Stock Tick Down on Fed Signaling U.S. stock edged down and government bond yields rose as a Federal Reserve official signaled that there are more interest-rate increases ahead despite inflation softening. Oil Market Faces 'Considerable Uncertainties,' OPEC Warns The cartel warned that major unknowns such as the impact of Western efforts to frustrate Russian oil exports clouded the outlook for energy markets.","listText":"News Highlights: Top Global Markets News of the Day Fed Official Warns Inflation Fight Has 'Ways to Go' The markets cheered a report of better inflation last week, but Fed governor Christopher Waller cautions against an overreaction. Stock Tick Down on Fed Signaling U.S. stock edged down and government bond yields rose as a Federal Reserve official signaled that there are more interest-rate increases ahead despite inflation softening. Oil Market Faces 'Considerable Uncertainties,' OPEC Warns The cartel warned that major unknowns such as the impact of Western efforts to frustrate Russian oil exports clouded the outlook for energy markets.","text":"News Highlights: Top Global Markets News of the Day Fed Official Warns Inflation Fight Has 'Ways to Go' The markets cheered a report of better inflation last week, but Fed governor Christopher Waller cautions against an overreaction. Stock Tick Down on Fed Signaling U.S. stock edged down and government bond yields rose as a Federal Reserve official signaled that there are more interest-rate increases ahead despite inflation softening. Oil Market Faces 'Considerable Uncertainties,' OPEC Warns The cartel warned that major unknowns such as the impact of Western efforts to frustrate Russian oil exports clouded the outlook for energy markets.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969219170","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987186837,"gmtCreate":1667859308829,"gmtModify":1676537973432,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"At","listText":"At","text":"At","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987186837","repostId":"2281414614","repostType":4,"repost":{"id":"2281414614","pubTimestamp":1667835205,"share":"https://ttm.financial/m/news/2281414614?lang=&edition=fundamental","pubTime":"2022-11-07 23:33","market":"us","language":"en","title":"2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2281414614","media":"Motley Fool","summary":"These growth stocks have fallen sharply amid the bear market, but investors have good reason to be bullish on both companies.","content":"<html><head></head><body><p>The stock market has crumbled this year. High inflation and rising interest rates have caused the <b>S&amp;P 500</b> to dive headlong into a bear market. The broad-based index is currently 21% off its high, but many individual growth stocks have fared even worse. For instance, <b>Shopify</b> and <b>Global-e Online</b> have seen their share prices tumble 80% and 73%, respectively, leaving both stocks near 52-week lows.</p><p>However, some Wall Street analysts remain upbeat. Paul Treiber of <b>RBC</b> Capital has a price target on Shopify of $55 per share, 133% higher than its 52-week low of $23.63. And James Faucette of <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b> has a price target of $51 per share on Global-e Online, which implies 226% upside from its 52-week low of $15.63.</p><p>Is it time to buy these growth stocks?</p><h2>Shopify: Omnichannel commerce made easy</h2><p>Shopify is the central nervous system for over two million businesses. Its software simplifies commerce by enabling merchants to manage multiple sales channels from a single platform, including online marketplaces like <b>Amazon</b>, social media like Instagram, and direct-to-consumer (D2C) websites. Shopify also provides adjacent solutions for payment processing, financing, and marketing, among others.</p><p>The company has struggled in the current economic environment. Revenue climbed just 22% to $1.4 billion in the third quarter, and the company posted an adjusted loss of $0.02 per share, compared to an adjusted profit of $0.08 per share last year. Worse yet, Shopify may continue to struggle until inflation normalizes and consumer spending rebounds. But these temporary headwinds are obscuring its true potential. In fact, RBC analyst Paul Treiber recently called Shopify &#34;one of the most compelling long-term growth stories.&#34;</p><p>According to G2 Grid, Shopify is the most popular e-commerce software in terms of market presence, and Shopify Plus -- its commerce suite for larger companies -- is the second most popular platform. That success stems from its support for omnichannel commerce. While marketplace operators herd sellers onto one platform, Shopify helps brands grow across virtually any channel. That includes brick-and-mortar stores and D2C websites, which gives brands complete control over the buyer experience -- something they lack on a marketplace like Amazon -- and can increase the odds of lasting customer relationships.</p><p>That means Shopify is set to capitalize on a large and growing addressable market. E-commerce sales worldwide are expected to increase 10% annually to reach $7.4 trillion by 2025, according to eMarketer. Better yet, Shopify has a particularly strong foothold in North America. It powered 10.3% of retail e-commerce sales in the U.S. last year -- second only to Amazon -- and that market is expected to grow 12% annually to reach $1.5 trillion by 2025.</p><p>Currently, shares trade at about 8.5 times sales, an absolute bargain compared to the three-year average of over 36 times sales. That creates a compelling buying opportunity, though investors shouldn&#39;t expect triple-digit returns in the next year. The macroeconomic environment is far too uncertain to warrant that type of near-term optimism.</p><h2>Global-e Online: Cross-border e-commerce made easy</h2><p>Global-e simplifies cross-border e-commerce by helping merchants optimize their digital stores for international buyers. The Global-e platform localizes details like language, currency, and payment options, and it surfaces data-driven insights to help merchants understand shopper behavior on a market-by-market basis. Those services boost international conversion rates, often by more than 60%, according to the company.</p><p>Additionally, Global-e provides fulfillment services through a partner network of shipping carriers, and it offers support for returns and customer service. Better yet, its platform removes much of the regulatory complexity associated with international expansion by helping merchants calculate and pay import duties and foreign sales tax. In a nutshell, Global-e makes it easy for businesses to move into new markets, and that value proposition has the company growing like gangbusters.</p><p>In the second quarter, Global-e saw gross merchandise volume (GMV) soar 64% to $534 million as more brands joined the platform. That feat is particularly impressive given the state of the global economy. In turn, quarterly revenue jumped 52% to $87 million, and the company posted positive free cash flow (FCF) of $30 million. That equates to an impressive FCF margin of 34%.</p><p>Better yet, investors have good reason to believe that momentum will continue. Cross-border e-commerce sales will total $736 billion in 2023, according to <b>Forrester Research</b>, but Global-e handled just $990 million in GMV through the first half of 2022. That puts the company in front of a massive opportunity, and management has set in motion a strong growth strategy. For instance, Global-e powers Shopify Markets Pro, a sophisticated cross-border solution that makes it possible for Shopify merchants to expand into more than 150 markets overnight.</p><p>Currently, shares trade at just over 11 times sales, a discount to the historic average of nearly 25. That&#39;s why investors should consider buying this growth stock, though Global-e is best viewed as a long-term investment. Triple-digit returns are in the cards but only with enough time for the company to expand into its huge market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street</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\">\n2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","GLBE":"Global-E Online Ltd."},"source_url":"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281414614","content_text":"The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but many individual growth stocks have fared even worse. For instance, Shopify and Global-e Online have seen their share prices tumble 80% and 73%, respectively, leaving both stocks near 52-week lows.However, some Wall Street analysts remain upbeat. Paul Treiber of RBC Capital has a price target on Shopify of $55 per share, 133% higher than its 52-week low of $23.63. And James Faucette of Morgan Stanley has a price target of $51 per share on Global-e Online, which implies 226% upside from its 52-week low of $15.63.Is it time to buy these growth stocks?Shopify: Omnichannel commerce made easyShopify is the central nervous system for over two million businesses. Its software simplifies commerce by enabling merchants to manage multiple sales channels from a single platform, including online marketplaces like Amazon, social media like Instagram, and direct-to-consumer (D2C) websites. Shopify also provides adjacent solutions for payment processing, financing, and marketing, among others.The company has struggled in the current economic environment. Revenue climbed just 22% to $1.4 billion in the third quarter, and the company posted an adjusted loss of $0.02 per share, compared to an adjusted profit of $0.08 per share last year. Worse yet, Shopify may continue to struggle until inflation normalizes and consumer spending rebounds. But these temporary headwinds are obscuring its true potential. In fact, RBC analyst Paul Treiber recently called Shopify \"one of the most compelling long-term growth stories.\"According to G2 Grid, Shopify is the most popular e-commerce software in terms of market presence, and Shopify Plus -- its commerce suite for larger companies -- is the second most popular platform. That success stems from its support for omnichannel commerce. While marketplace operators herd sellers onto one platform, Shopify helps brands grow across virtually any channel. That includes brick-and-mortar stores and D2C websites, which gives brands complete control over the buyer experience -- something they lack on a marketplace like Amazon -- and can increase the odds of lasting customer relationships.That means Shopify is set to capitalize on a large and growing addressable market. E-commerce sales worldwide are expected to increase 10% annually to reach $7.4 trillion by 2025, according to eMarketer. Better yet, Shopify has a particularly strong foothold in North America. It powered 10.3% of retail e-commerce sales in the U.S. last year -- second only to Amazon -- and that market is expected to grow 12% annually to reach $1.5 trillion by 2025.Currently, shares trade at about 8.5 times sales, an absolute bargain compared to the three-year average of over 36 times sales. That creates a compelling buying opportunity, though investors shouldn't expect triple-digit returns in the next year. The macroeconomic environment is far too uncertain to warrant that type of near-term optimism.Global-e Online: Cross-border e-commerce made easyGlobal-e simplifies cross-border e-commerce by helping merchants optimize their digital stores for international buyers. The Global-e platform localizes details like language, currency, and payment options, and it surfaces data-driven insights to help merchants understand shopper behavior on a market-by-market basis. Those services boost international conversion rates, often by more than 60%, according to the company.Additionally, Global-e provides fulfillment services through a partner network of shipping carriers, and it offers support for returns and customer service. Better yet, its platform removes much of the regulatory complexity associated with international expansion by helping merchants calculate and pay import duties and foreign sales tax. In a nutshell, Global-e makes it easy for businesses to move into new markets, and that value proposition has the company growing like gangbusters.In the second quarter, Global-e saw gross merchandise volume (GMV) soar 64% to $534 million as more brands joined the platform. That feat is particularly impressive given the state of the global economy. In turn, quarterly revenue jumped 52% to $87 million, and the company posted positive free cash flow (FCF) of $30 million. That equates to an impressive FCF margin of 34%.Better yet, investors have good reason to believe that momentum will continue. Cross-border e-commerce sales will total $736 billion in 2023, according to Forrester Research, but Global-e handled just $990 million in GMV through the first half of 2022. That puts the company in front of a massive opportunity, and management has set in motion a strong growth strategy. For instance, Global-e powers Shopify Markets Pro, a sophisticated cross-border solution that makes it possible for Shopify merchants to expand into more than 150 markets overnight.Currently, shares trade at just over 11 times sales, a discount to the historic average of nearly 25. That's why investors should consider buying this growth stock, though Global-e is best viewed as a long-term investment. Triple-digit returns are in the cards but only with enough time for the company to expand into its huge market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983079891,"gmtCreate":1666133790514,"gmtModify":1676537709502,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"EU","listText":"EU","text":"EU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983079891","repostId":"9983048350","repostType":1,"repost":{"id":9983048350,"gmtCreate":1666133024671,"gmtModify":1676537709230,"author":{"id":"3561929524882587","authorId":"3561929524882587","name":"Ben Ang","avatar":"https://community-static.tradeup.com/news/dabd36dba08d92db060f162c4e2e9960","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561929524882587","idStr":"3561929524882587"},"themes":[],"htmlText":"The Information reported late in Tuesday's session that Apple (NASDAQ:AAPL) is cutting production of its iPhone 14 Plus only two weeks after its debut. Citing two people familiar with the matter, the publication wrote that Apple told at least one manufacturer in China to stop iPhone 14 Plus components immediately while its buyers reevaluate demand for the latest iPhone offering.The news comes a few weeks after reports that the tech giant ditched its iPhone production increase after an anticipated surge in demand failed to come to fruition. Bloomberg reported that Apple told suppliers to reduce its production increase efforts for the iPhone 14 product family by 6 million units. Apple has positioned the iPhone 14 Plus as cheaper than its more expensive iPhone Pro models but with a large scre","listText":"The Information reported late in Tuesday's session that Apple (NASDAQ:AAPL) is cutting production of its iPhone 14 Plus only two weeks after its debut. Citing two people familiar with the matter, the publication wrote that Apple told at least one manufacturer in China to stop iPhone 14 Plus components immediately while its buyers reevaluate demand for the latest iPhone offering.The news comes a few weeks after reports that the tech giant ditched its iPhone production increase after an anticipated surge in demand failed to come to fruition. Bloomberg reported that Apple told suppliers to reduce its production increase efforts for the iPhone 14 product family by 6 million units. Apple has positioned the iPhone 14 Plus as cheaper than its more expensive iPhone Pro models but with a large scre","text":"The Information reported late in Tuesday's session that Apple (NASDAQ:AAPL) is cutting production of its iPhone 14 Plus only two weeks after its debut. Citing two people familiar with the matter, the publication wrote that Apple told at least one manufacturer in China to stop iPhone 14 Plus components immediately while its buyers reevaluate demand for the latest iPhone offering.The news comes a few weeks after reports that the tech giant ditched its iPhone production increase after an anticipated surge in demand failed to come to fruition. Bloomberg reported that Apple told suppliers to reduce its production increase efforts for the iPhone 14 product family by 6 million units. Apple has positioned the iPhone 14 Plus as cheaper than its more expensive iPhone Pro models but with a large scre","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983048350","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911079845,"gmtCreate":1664099834587,"gmtModify":1676537390611,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"Chi","listText":"Chi","text":"Chi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911079845","repostId":"2269490734","repostType":4,"repost":{"id":"2269490734","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664066508,"share":"https://ttm.financial/m/news/2269490734?lang=&edition=fundamental","pubTime":"2022-09-25 08:41","market":"us","language":"en","title":"If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”","url":"https://stock-news.laohu8.com/highlight/detail?id=2269490734","media":"Dow Jones","summary":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock","content":"<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</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>If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”</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\">\nIf You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-25 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269490734","content_text":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.It would be important to challenge this notion at any time, but especially in light of the U.S. market's decline this past week following the Federal Reserve's most recent interest-rate hike announcement.To show why higher interest rates aren't necessarily bad for equities, I compared the predictive power of the following two valuation indicators:If higher interest rates were always bad for stocks, then the Fed Model's track record would be superior to that of the earnings yield.It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market's subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University's finance professor Robert Shiller.In other words, the ability to predict the stock market's five- and 10-year returns goes down when taking interest rates into account.Money illusionThese results are so surprising that it's important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years' corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it's only half the story.The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as \"inflation illusion\" -- confusing nominal with real, or inflation-adjusted, values.According to research conducted by Warr, inflation's impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.Investors were guilty of inflation illusion when they reacted to the Fed's latest interest rate announcement by selling stocks.None of this means that the bear market shouldn't continue, or that equities aren't overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932826358,"gmtCreate":1662934390074,"gmtModify":1676537163053,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"CCTV","listText":"CCTV","text":"CCTV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932826358","repostId":"2266817381","repostType":4,"repost":{"id":"2266817381","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662861434,"share":"https://ttm.financial/m/news/2266817381?lang=&edition=fundamental","pubTime":"2022-09-11 09:57","market":"us","language":"en","title":"How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2266817381","media":"Dow Jones","summary":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oi","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</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>How a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"</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\">\nHow a CEO Rescued a Big Bet on Big Oil; \"There Were a Lot of Doubters\"\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-11 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/be5cb2e717152d9e61504d0803ac3654\" tg-width=\"1278\" tg-height=\"1278\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.</p><p>Two years later, the company has emerged as the top performer in the S&amp;P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.</p><p>It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.</p><p>Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.</p><p><img src=\"https://static.tigerbbs.com/61847881fba325e1dc5c7ed3280e29db\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.</p><p>But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”</p><p>Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.</p><p>Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.</p><p>Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.</p><p>“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”</p><p>A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf58d7d767a23cfb352e019504bafa44\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERS</span></p><p>Ms. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.</p><p>After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.</p><p>She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.</p><p>Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”</p><p>Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58cf5cd81991220ec1f42821cee2554b\" tg-width=\"639\" tg-height=\"959\" referrerpolicy=\"no-referrer\"/><span>Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNAL</span></p><p>But she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.</p><p>Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.</p><p>By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”</p><p>Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.</p><p>As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9090db9eab1ac4c91bd5b1b441d26206\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>Every day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.</p><p>Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&amp;P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.</p><p>Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.</p><p>Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.</p><p>Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.</p><p>After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.</p><p>Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.</p><p>Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”</p><p>Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3af2c050a88b00dd9846de958b65be1b\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERS</span></p><p>As the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&amp;P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.</p><p>Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.</p><p>In 2020, she traveled to Omaha to discuss Occidental&#39;s long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company&#39;s goal to become a leader in carbon capture, this person said.</p><p>Occidental says it has no plans to stop producing oil but also aims to be a leader in &#34;carbon management.&#34; It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.</p><p>Then, in late February of this year, Russia invaded Ukraine.</p><p>The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&amp;P Capital IQ.</p><p>The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.</p><p>As Occidental&#39;s stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor&#39;s two representatives on Occidental&#39;s board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.</p><p>As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.</p><p>Mr. Icahn said that Mr. Buffett&#39;s investment could be ill-timed. &#34;I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,&#34; he said. &#34;I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,&#34; he said.</p><p>Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.</p><p>Mr. Icahn&#39;s retort: &#34;She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4201":"综合性石油与天然气企业","OXY":"西方石油","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266817381","content_text":"Occidental Petroleum Corp. entered the thick of the pandemic among the worst prepared of its U.S. oil-and-gas peers. Struggling with debt from an ill-timed $38 billion deal, Chief ExecutiveVicki Hollubwas fending off activist investorCarl Icahn, who controlled two board seats.Two years later, the company has emerged as the top performer in the S&P 500, and Ms. Hollub has traded Mr. Icahn, who sold all of his Occidental shares in March, for Warren Buffett, whoseBerkshire Hathaway Inc. now owns more than 20% of the company.It was touch and go for a time. Months before the pandemic took hold, she implemented widespread layoffs. To stave off bankruptcy after oil prices collapsed in 2020, she slashed spending and nearly eliminated Occidental’s once-sacrosanct dividend—“the biggest and toughest decision that I made and I’ve ever made in my career,” she said in an interview.Her 2019 acquisition of rival Anadarko Petroleum Corp., which Mr. Icahn called a “disaster,” has given Occidental the dominant position in the largest U.S. shale-oil field, the Permian Basin. Lifted by climbing oil prices, Occidental generated a record $4.35 billion in free cash flow and $3.7 billion in profit in the second quarter. It has cut its debt to $22 billion from nearly $36 billion a year ago.Oil-and-gas producers have reported banner profits this year, even as a global energy crisis sparked by Russia’s invasion of Ukraine has threatened to derail European industries, left the U.K. facing its worst economic crisis since the 1970s and forced the Netherlands, Germany and India to rely heavily on coal to make up for a dearth of natural gas.But Ms. Hollub, the first woman to be CEO of a major U.S. oil company, says she doesn’t feel vindicated. “I just feel relief,” she said. “There were a lot of doubters.”Mr. Buffett has publicly lauded Ms. Hollub’s leadership. After she detailed the company’s future plans for analysts in February, Mr. Buffett told his own shareholders, “What Vicki Hollub was saying made nothing but sense.” Last month, Berkshire received regulatory approval to buy up to 50% of the oil company’s shares, spurring speculation it might seek to purchase all of Occidental.Mr. Buffett declined to comment for this story. Ms. Hollub said she has “tremendous respect” for Mr. Buffett, adding that “he will be very beneficial for us as we go forward.” She declined to discuss the possibility of Berkshire purchasing the entire company.Some former investors remain skeptical, saying a spike in oil prices has rescued the company, not Ms. Hollub.“I have nothing personal against Vicki,” Mr. Icahn said in an interview. “However, that will never change my mind that she should not have made a bet-the-company investment by way of overpaying for Anadarko.”A University of Alabama graduate, Ms. Hollub joined Occidental in 1982 and soon found herself running operations in Russia and Venezuela. She almost got laid off in 2003, butTodd Stevens, an executive at the company who had followed her rise, arranged for her to lead a team evaluating acreage in Colorado, said Mr. Stevens, who has since left.Equipment used to process carbon dioxide, crude oil and water at an Occidental Petroleum project in Hobbs, N.M.PHOTO:ERNEST SCHEYDER/REUTERSMs. Hollub became known as a hard worker, once spending three weeks straightening out operations at a new gas field’s first well, said Donnie Enns, a former geophysicist who worked under her. “Nobody worked harder than Vicki,” he said. She also found time to run an office March Madness basketball pool.After being named CEO of the company in 2016, Ms. Hollub departed from her predecessor’s preference for low-risk, “bolt-on” transactions. A little over a year into the job, she started courting Anadarko, an oil producer of comparable size, for a deal.She outflanked largerChevronCorp. in a bidding war that riveted the oil patch, offering $5 billion more than her rival for Anadarko and its prized assets in the epicenter of U.S. shale production. Yet victory came at a steep cost.Some of Occidental’s largest shareholders decried the deal—especially a pricey loan from Mr. Buffett in the form of $10 billion in preferred stock paying 8% annually in dividends, or $800 million. Ms. Hollub negotiated the funding at the eleventh hour after meeting with the financier in Omaha, Neb. Mr. Icahn, who first bought stock as the Anadarko bidding war came to a close, wrote to Occidental shareholders that “Buffett figuratively took her to the cleaners.”Ms. Hollub acknowledged the deal damaged the company’s standing with some investors. “I was never offended at the fact that our shareholders were skeptical,” she said.Vicki Hollub said she never doubted the wisdom of the Anadarko acquisition.PHOTO:ANGELA OWENS/THE WALL STREET JOURNALBut she said she never doubted the wisdom of the acquisition, even after it sparked an investor revolt that created an opportunity for Mr. Icahn.Central to Ms. Hollub’s strategy was building on Occidental’s already-large position in the oil-rich Permian of West Texas and New Mexico. She believed purchasing and drilling a huge swath of new acreage, much of it near the company’s existing assets, would give Occidental economies of scale and allow it to outperform Permian rivals. Occidental, she said, was one of the most technologically advanced drillers in the field; it would turn Anadarko’s undeveloped assets into oil-gushing wells.By the end of 2019, the oil producer said it was making progress on its merger goals. It had divested itself of more than $6 billion in assets, including stakes in a liquefied natural gas export project in Mozambique and in a Houston-based pipeline company. Occidental recorded single-day and monthly production records in the Permian and other oil fields. Occidental announced its 182nd consecutive quarterly dividend, which Ms. Hollub noted at the time that “few other companies can claim.”Ms. Hollub believed the merger was on track, but investors remained skeptical. From the time of Occidental’s counteroffer for Anadarko in April 2019 to February 2020 Occidental’s stock fell around 35%. Then the global pandemic took hold.As billions of people around the world began to lock down, demand for oil plummeted. In the spring, oil prices reached historic lows, briefly turning negative for the first time ever as traders paid counterparties to take oil off their hands. Falling demand for their product hammered oil-and-gas companies, forcing dozens into bankruptcy.Gasoline prices sank in April 2020 after the global pandemic caused oil prices to drop below zero.PHOTO:FREDERIC J. BROWN/AGENCE FRANCE-PRESSE/GETTY IMAGESEvery day, Ms. Hollub would drive to Occidental’s Houston offices in her red Jeep Wrangler, said Glenn Vangolen, a former senior vice president at Occidental and close adviser to the CEO. Mondays and Fridays, she and her lieutenants would mask up and gather in a conference room to discuss operations. Her office was spartan—a mostly bare room, except for a TV playing business news on mute, and a plush stuffed version of a costumed elephant, the Alabama Crimson Tide’s mascot, Mr. Vangolen said.Occidental was in a worse situation than many of its peers: At the end of 2019, its long-term debt of about $39 billion was equivalent to roughly four times its earnings, excluding interest, taxes and other accounting items, quadruple the ratio from a year earlier, S&P Capital IQ data show. The divestitures it had planned on to pay it down were no longer viable as assets were losing value.Ms. Hollub said that Occidental made a lot of the difficult decisions before the pandemic to mitigate the downside risks of the Anadarko acquisition, including hedging a portion of its oil production and bumping its line of credit to $5 billion. But the company still faced painful months ahead as it had barely enough cash on hand to meet debt maturities coming due in 2021 and was later forced to hire restructuring advisers.Ms. Hollub moved to cut her executives’ salaries—including her own by 81%—offer employees voluntary buy-outs, slash expenses in the oil patch and cancel employee perks. She also cut the dividend, which rankled investors.Mr. Icahn amplified his calls for Ms. Hollub’s ouster and said he would seek to replace the entire board of directors at the company’s annual meeting. As the oil producer’s stock plunged to under $10 from around $45 before the pandemic, Mr. Icahn—facing paper losses of about $1 billion—doubled down on his shares, boosting his stake to roughly 10% from about 2%.After a price war between Russia and Saudi Arabia caused oil prices to plunge below $25 a barrel in March, Occidental reached a settlement with Mr. Icahn. The deal gave board seats to two of his deputies and added another director, required Occidental to create an oversight committee that must be informed of any offers to acquire the company or its assets, and replaced the board chairman withStephen Chazen, Ms. Hollub’s predecessor as CEO.Mr. Icahn’s camp pushed for Occidental to give its shareholders warrants that could allow them to buy discounted shares in the future. After he prevailed, Mr. Icahn received roughly 11 million warrants initially and bought more when they were worth around $3.Mr. Vangolen said Mr. Icahn’s demand for warrants was part of the investor’s “raider playbook,” which he described as “trying to extract as much cash out of the business as you can before you bail.”Mr. Icahn said that all the shareholders who rode the stock down deserved something for their loyalty.A crude oil pump jack in the Permian Basin in Loving County, Texas.PHOTO:ANGUS MORDANT/REUTERSAs the pandemic dragged on, Occidental logged a roughly $14.8 billion loss for 2020, its largest on record, according to S&P Capital IQ data. Still, it continued to whittle down its mammoth debt, closing around $2.5 billion in asset sales at the end of 2020. Anadarko’s assets, meanwhile, were starting to shine, with production in the Permian reaching the high end of company estimates.Even as Ms. Hollub wrestled with Mr. Icahn, she was building a relationship with Mr. Buffett.In 2020, she traveled to Omaha to discuss Occidental's long-term strategy with Mr. Buffett, according to a person familiar with the meeting. The investor expressed a strong interest in the company's goal to become a leader in carbon capture, this person said.Occidental says it has no plans to stop producing oil but also aims to be a leader in \"carbon management.\" It wants to develop 70 plants by 2035 to suck carbon dioxide out of the air, store it in the ground and sell carbon credits to businesses seeking to offset their own emissions -- a technology still in its commercial infancy that received a boost thanks to tax credits included in the climate package President Biden signed into law last month. The company also plans to use the gas to squeeze more oil from underground.Then, in late February of this year, Russia invaded Ukraine.The war propelled oil prices to their highest level in years, with Brent crude oil topping $120 in March, translating into a windfall for oil companies. In the first quarter of the year, Occidental made roughly $4.9 billion in profit, its highest quarterly earnings on record, according to S&P Capital IQ.The company now holds the most acreage across the Permian, with leases covering about 2.8 million net acres, according to data firm Enverus. Its domestic oil output in the second quarter of this year was up roughly 80% compared with before it acquired Anadarko, Occidental reported.As Occidental's stock rose above $50 a share in March, Mr. Icahn sold his common stake. The investor's two representatives on Occidental's board also resigned, as was required by the settlement agreement. Mr. Icahn made over $1.5 billion on his investment and still holds some warrants, according to public filings and people familiar with the matter.As Mr. Icahn got out of the stock, Mr. Buffett bought in. In May, Berkshire reported it had purchased roughly $8 billion worth of shares.Mr. Icahn said that Mr. Buffett's investment could be ill-timed. \"I respect Buffett a lot but I think buying this stock at this level is obviously not like buying warrants at $3,\" he said. \"I made a great deal of money on my investment in Occidental, especially with the warrants, and activism worked in that regard,\" he said.Ms. Hollub and Mr. Buffett have developed a personal relationship and the two talk periodically, said Mr. Vangolen. Ms. Hollub said in an interview she had no personal relationship with Mr. Icahn when he was an investor, and that he turned out not to be the kind of long-term shareholder the company prizes.Mr. Icahn's retort: \"She came very close to not being a long-term shareholder also, because her ill-timed investment put the company on the brink of bankruptcy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931059979,"gmtCreate":1662365960091,"gmtModify":1676537046441,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"title":"accumulate more...","htmlText":"Worth buying with high dividend&nbsp;","listText":"Worth buying with high dividend&nbsp;","text":"Worth buying with high dividend","images":[{"img":"https://community-static.tradeup.com/news/ef343e90aa443838241bafe8f92a84fd","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931059979","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931002379,"gmtCreate":1662353176391,"gmtModify":1676537043792,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"title":"Accumulate high dividend","htmlText":"Accumulate this stock, high dividend play","listText":"Accumulate this stock, high dividend play","text":"Accumulate this stock, high dividend play","images":[{"img":"https://community-static.tradeup.com/news/ef343e90aa443838241bafe8f92a84fd","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931002379","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9930994571,"gmtCreate":1661897907495,"gmtModify":1676536596369,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"US","listText":"US","text":"US","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930994571","repostId":"1112193060","repostType":4,"repost":{"id":"1112193060","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661870476,"share":"https://ttm.financial/m/news/1112193060?lang=&edition=fundamental","pubTime":"2022-08-30 22:41","market":"us","language":"en","title":"EV Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1112193060","media":"Tiger Newspress","summary":"EV Stocks Fell in Morning Trading.Tesla, Lucid, Nikola, Xpeng, Li Auto, Sono Group and Faraday Futur","content":"<html><head></head><body><p>EV Stocks Fell in Morning Trading.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, Nikola, Xpeng, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Sono Group and <a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a> slid between 1% and 19%.<img src=\"https://static.tigerbbs.com/3d3b0d6416aebf0b23c8f8a98121ee2a\" tg-width=\"463\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Fell in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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\">\nEV Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-30 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV Stocks Fell in Morning Trading.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, Nikola, Xpeng, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, Sono Group and <a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a> slid between 1% and 19%.<img src=\"https://static.tigerbbs.com/3d3b0d6416aebf0b23c8f8a98121ee2a\" tg-width=\"463\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4149":"建筑机械与重型卡车","LI":"理想汽车","BK4527":"明星科技股","BK4526":"热门中概股","NKLA":"Nikola Corporation","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LCID":"Lucid Group Inc","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112193060","content_text":"EV Stocks Fell in Morning Trading.Tesla, Lucid, Nikola, Xpeng, Li Auto, Sono Group and Faraday Future slid between 1% and 19%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930995128,"gmtCreate":1661897752166,"gmtModify":1676536596339,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"If","listText":"If","text":"If","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930995128","repostId":"2263460679","repostType":4,"repost":{"id":"2263460679","pubTimestamp":1661872861,"share":"https://ttm.financial/m/news/2263460679?lang=&edition=fundamental","pubTime":"2022-08-30 23:21","market":"us","language":"en","title":"3 Terrible Stocks to Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2263460679","media":"Motley Fool","summary":"Big problems plague these beaten-down stocks.","content":"<html><head></head><body><p>Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, staying away from stocks that are unlikely to produce decent returns in the long run is particularly important.</p><p>There are bad stocks, and then there are <a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>, <a href=\"https://laohu8.com/S/PTON\">Peloton</a>, and <a href=\"https://laohu8.com/S/COIN\">Coinbase</a>. All three companies are struggling with plunging demand, losing heaps of money, and dependent on fads or frenzies. It&#39;s best to keep your distance.</p><h2><a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a></h2><p>As inflation puts pressure on consumers, fake meat products have been tossed out of the grocery cart. Overall sales of refrigerated plant-based meat products in the U.S. are contracting at a double-digit rate as people become unwilling to pay a hefty premium.</p><p>Beyond Meat is gaining market share against a deluge of competition, but that doesn&#39;t matter much in a shrinking market. The company reported a 1.6% revenue decline in the second quarter, and that was the good news.</p><p>Demand has tumbled by so much that Beyond Meat was forced to unload a bunch of its inventory through liquidation channels. Gross margin was negative in the second quarter thanks to this fake meat fire sale and the effect of the Beyond Meat Jerky launch, which has underperformed the company&#39;s expectations.</p><p>Beyond Meat posted a net loss of $97.1 million on $147 million of revenue in the second quarter, and it slashed its revenue outlook for the full year. Layoffs will help bring down costs, but the company is likely to need to raise additional capital at some point. The balance sheet has $455 million in cash and $1.1 billion in debt -- that cash won&#39;t last long if business doesn&#39;t improve. Beyond Meat posted a free cash flow loss of $476 million through the first six months of the year.</p><p>If fake meat turns out to be a fad, Beyond Meat is in major trouble. And even if the category has staying power, intense competition will make it difficult for Beyond Meat to earn enough in profit to justify its $1.6 billion market cap. Just as customers are staying away from Beyond Meat&#39;s products in the grocery store, investors should stay away from the stock.</p><h2><a href=\"https://laohu8.com/S/PTON\">Peloton</a></h2><p>Connected fitness company Peloton is the quintessential example of what happens when a company mistakenly believes a temporary tailwind will become permanent. Demand for the company&#39;s expensive exercise bikes was intense during the worst of the pandemic, and Peloton scaled up under the assumption that it was the new normal. It was not.</p><p>As people head back to gyms and workout classes, demand for Peloton&#39;s equipment has imploded. Sales of equipment plunged 55% year over year in the company&#39;s fiscal fourth quarter. Peloton has outsourced manufacturing, turned to selling on <b>Amazon</b>, laid off employees, and given customers a self-assembly option as it aims to cut costs and boost sales.</p><p>Even more concerning is the subscription business. Peloton&#39;s bikes and treadmills require a pricey $44 monthly subscription to access video content and enable real-time performance tracking features. The company faced little churn during most of the pandemic, but that&#39;s starting to change. Churn nearly doubled in the fourth quarter, and members cut down on usage by more than 20% on average. All this points to a sizable chunk of the install base that may be considering cancellation.</p><p>Under new CEO Barry McCarthy, Peloton has set an ambitious goal of someday reaching 100 million members. After a disastrous quarter that makes a strong argument that Peloton&#39;s popularity is fading, that target looks downright impossible. Fitness fads come and go, and it will take a herculean effort to save Peloton from suffering the same fate as so many other once-popular fitness brands. This is a turnaround story that likely doesn&#39;t have a happy ending.</p><h2><a href=\"https://laohu8.com/S/COIN\">Coinbase</a></h2><p>It turns out it&#39;s easy to make money as a cryptocurrency exchange when cryptocurrency is in a bubble and FOMO has taken hold of millions. Once the bubble pops, it&#39;s a very different story.</p><p>Coinbase has over 100 million verified users, and over $200 billion in transactions are processed on its platform each quarter. The problem is that trading volume is way down from its peak last year. Coinbase processed over $500 billion worth of trades in the fourth quarter of 2021.</p><p>As trading volume has come down, so has revenue, since Coinbase makes most of its money from transaction fees on retail trades. Revenue plunged 61% year over year in the second quarter to $803 million, and net income swung to a $1.1 billion loss. Even adjusted EBITDA, which is a nonsense metric, turned negative.</p><p>Coinbase is still valued at around $15 billion. The company is turning to subscription products as competition intensifies, and subscriptions and services now account for 18% of revenue. Unfortunately, that&#39;s mostly a reflection of plunging transaction revenue. Subscription and services revenue was down 30% in the second quarter from its peak in the fourth quarter of 2021.</p><p>Is Coinbase a business that&#39;s still going to exist 20 years from now? I honestly have no idea. That&#39;s a good enough reason for me to avoid the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Terrible Stocks to Avoid</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Terrible Stocks to Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","PTON":"Peloton Interactive, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/08/30/3-terrible-stocks-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263460679","content_text":"Investing is as much about avoiding costly mistakes as it is about finding winning stocks. In a market like this one, pummeled by sky-high inflation, interest rate concerns, and recession fears, staying away from stocks that are unlikely to produce decent returns in the long run is particularly important.There are bad stocks, and then there are Beyond Meat, Peloton, and Coinbase. All three companies are struggling with plunging demand, losing heaps of money, and dependent on fads or frenzies. It's best to keep your distance.Beyond MeatAs inflation puts pressure on consumers, fake meat products have been tossed out of the grocery cart. Overall sales of refrigerated plant-based meat products in the U.S. are contracting at a double-digit rate as people become unwilling to pay a hefty premium.Beyond Meat is gaining market share against a deluge of competition, but that doesn't matter much in a shrinking market. The company reported a 1.6% revenue decline in the second quarter, and that was the good news.Demand has tumbled by so much that Beyond Meat was forced to unload a bunch of its inventory through liquidation channels. Gross margin was negative in the second quarter thanks to this fake meat fire sale and the effect of the Beyond Meat Jerky launch, which has underperformed the company's expectations.Beyond Meat posted a net loss of $97.1 million on $147 million of revenue in the second quarter, and it slashed its revenue outlook for the full year. Layoffs will help bring down costs, but the company is likely to need to raise additional capital at some point. The balance sheet has $455 million in cash and $1.1 billion in debt -- that cash won't last long if business doesn't improve. Beyond Meat posted a free cash flow loss of $476 million through the first six months of the year.If fake meat turns out to be a fad, Beyond Meat is in major trouble. And even if the category has staying power, intense competition will make it difficult for Beyond Meat to earn enough in profit to justify its $1.6 billion market cap. Just as customers are staying away from Beyond Meat's products in the grocery store, investors should stay away from the stock.PelotonConnected fitness company Peloton is the quintessential example of what happens when a company mistakenly believes a temporary tailwind will become permanent. Demand for the company's expensive exercise bikes was intense during the worst of the pandemic, and Peloton scaled up under the assumption that it was the new normal. It was not.As people head back to gyms and workout classes, demand for Peloton's equipment has imploded. Sales of equipment plunged 55% year over year in the company's fiscal fourth quarter. Peloton has outsourced manufacturing, turned to selling on Amazon, laid off employees, and given customers a self-assembly option as it aims to cut costs and boost sales.Even more concerning is the subscription business. Peloton's bikes and treadmills require a pricey $44 monthly subscription to access video content and enable real-time performance tracking features. The company faced little churn during most of the pandemic, but that's starting to change. Churn nearly doubled in the fourth quarter, and members cut down on usage by more than 20% on average. All this points to a sizable chunk of the install base that may be considering cancellation.Under new CEO Barry McCarthy, Peloton has set an ambitious goal of someday reaching 100 million members. After a disastrous quarter that makes a strong argument that Peloton's popularity is fading, that target looks downright impossible. Fitness fads come and go, and it will take a herculean effort to save Peloton from suffering the same fate as so many other once-popular fitness brands. This is a turnaround story that likely doesn't have a happy ending.CoinbaseIt turns out it's easy to make money as a cryptocurrency exchange when cryptocurrency is in a bubble and FOMO has taken hold of millions. Once the bubble pops, it's a very different story.Coinbase has over 100 million verified users, and over $200 billion in transactions are processed on its platform each quarter. The problem is that trading volume is way down from its peak last year. Coinbase processed over $500 billion worth of trades in the fourth quarter of 2021.As trading volume has come down, so has revenue, since Coinbase makes most of its money from transaction fees on retail trades. Revenue plunged 61% year over year in the second quarter to $803 million, and net income swung to a $1.1 billion loss. Even adjusted EBITDA, which is a nonsense metric, turned negative.Coinbase is still valued at around $15 billion. The company is turning to subscription products as competition intensifies, and subscriptions and services now account for 18% of revenue. Unfortunately, that's mostly a reflection of plunging transaction revenue. Subscription and services revenue was down 30% in the second quarter from its peak in the fourth quarter of 2021.Is Coinbase a business that's still going to exist 20 years from now? I honestly have no idea. That's a good enough reason for me to avoid the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902714043,"gmtCreate":1659753028984,"gmtModify":1703753353711,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087297789740060","idStr":"4087297789740060"},"themes":[],"htmlText":"VP","listText":"VP","text":"VP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902714043","repostId":"1111698409","repostType":2,"repost":{"id":"1111698409","pubTimestamp":1659745653,"share":"https://ttm.financial/m/news/1111698409?lang=&edition=fundamental","pubTime":"2022-08-06 08:27","market":"us","language":"en","title":"Why Did Tesla Tumble on Friday? Musk’s Recession Comments, Cybertruck Timeline","url":"https://stock-news.laohu8.com/highlight/detail?id=1111698409","media":"Seeking Alpha","summary":"\"Making macroeconomic prognostications is a recipe for disaster,\" Elon Musk said on Thursday evening, before noting that the US economy is likely to see a \"relatively mild recession for something like","content":"<html><head></head><body><p>&#34;Making macroeconomic prognostications is a recipe for disaster,&#34; Elon Musk said on Thursday evening, before noting that the US economy is likely to see a &#34;relatively mild recession for something like 18 months.&#34;</p><p>Indeed, the comments proved inauspicious for Tesla (NASDAQ:TSLA) stock on Friday as shares tumbled 6.63%.</p><p>Additionally, Musk updated the timeline for the rollout of its Cybertruck, which was originally slated to enter production in 2021. As is typical for Tesla’s production timelines, that projection appears to have been quite over optimistic. As was the initial pricing, according to Musk.</p><p>“Cybertruck pricing, it was unveiled in 2019, and the reservation was $99. A lot has changed since then, so the specs and the pricing will be different,” he said, “I hate to give sort of a little bit of bad news, but I think there&#39;s no way to sort of have anticipated quite the inflation that we&#39;ve seen and the various issues.”</p><p>The truck is now slated to arrive in 2023.</p><p>Musk also updated investors on the approval of a 3-for-1 stock split, factory buildouts, progress on autonomous driving, and vehicle production rates. Read more on the highlights from the “Cyber Roundup.”</p><p>There is also an alternative explanation that the move came as Twitter (TWTR)bit back at the Tesla frontman over his fake account allegations.</p><p>Twitter (TWTR), by contrast, rose sharply on Friday.</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>Why Did Tesla Tumble on Friday? Musk’s Recession Comments, Cybertruck Timeline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Did Tesla Tumble on Friday? Musk’s Recession Comments, Cybertruck Timeline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3868459-why-did-tesla-tumble-on-friday-musks-recession-comments-cybertruck-timeline><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"Making macroeconomic prognostications is a recipe for disaster,\" Elon Musk said on Thursday evening, before noting that the US economy is likely to see a \"relatively mild recession for something like...</p>\n\n<a href=\"https://seekingalpha.com/news/3868459-why-did-tesla-tumble-on-friday-musks-recession-comments-cybertruck-timeline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3868459-why-did-tesla-tumble-on-friday-musks-recession-comments-cybertruck-timeline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111698409","content_text":"\"Making macroeconomic prognostications is a recipe for disaster,\" Elon Musk said on Thursday evening, before noting that the US economy is likely to see a \"relatively mild recession for something like 18 months.\"Indeed, the comments proved inauspicious for Tesla (NASDAQ:TSLA) stock on Friday as shares tumbled 6.63%.Additionally, Musk updated the timeline for the rollout of its Cybertruck, which was originally slated to enter production in 2021. As is typical for Tesla’s production timelines, that projection appears to have been quite over optimistic. As was the initial pricing, according to Musk.“Cybertruck pricing, it was unveiled in 2019, and the reservation was $99. A lot has changed since then, so the specs and the pricing will be different,” he said, “I hate to give sort of a little bit of bad news, but I think there's no way to sort of have anticipated quite the inflation that we've seen and the various issues.”The truck is now slated to arrive in 2023.Musk also updated investors on the approval of a 3-for-1 stock split, factory buildouts, progress on autonomous driving, and vehicle production rates. Read more on the highlights from the “Cyber Roundup.”There is also an alternative explanation that the move came as Twitter (TWTR)bit back at the Tesla frontman over his fake account allegations.Twitter (TWTR), by contrast, rose sharply on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9963615279,"gmtCreate":1668660344891,"gmtModify":1676538092906,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/3562746096016835\">@liewtc60</a>: Google has a wide economic mode with strong key&nbsp;business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great&nbsp;focus&nbsp;on executing growth strategy, prioritise Investment / growth capex&nbsp;spendings and optimise&nbsp;workforce and operating costs&nbsp;to improve its cost efficiency and profitability. Who","listText":"//<a href=\"https://ttm.financial/U/3562746096016835\">@liewtc60</a>: Google has a wide economic mode with strong key&nbsp;business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great&nbsp;focus&nbsp;on executing growth strategy, prioritise Investment / growth capex&nbsp;spendings and optimise&nbsp;workforce and operating costs&nbsp;to improve its cost efficiency and profitability. Who","text":"//@liewtc60: Google has a wide economic mode with strong key business driver (Google Ads) and growth business driver (Google Clouds). Googleshould put great focus on executing growth strategy, prioritise Investment / growth capex spendings and optimise workforce and operating costs to improve its cost efficiency and profitability. Who","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/9963615279","repostId":"2284341781","repostType":4,"repost":{"id":"2284341781","pubTimestamp":1668656273,"share":"https://ttm.financial/m/news/2284341781?lang=&edition=fundamental","pubTime":"2022-11-17 11:37","market":"us","language":"en","title":"Google Stock: Buy The Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2284341781","media":"Seeking Alpha","summary":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current ","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet’s stock is down 32% YTD; we recommend investors buy the pullback.</li><li>We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.</li><li>We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.</li><li>We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.</li><li>While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.</li><li>We’re bullish on Alphabet Inc. (&#34;Google&#34;). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.</li></ul><p>Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.</p><p>On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don&#39;t expect Alphabet&#39;s stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.</p><h2><b>Google Ads is a double-edged sword</b></h2><p>Alphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.</p><p>We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.</p><h2><b>Google Cloud is a revenue driver, in progress</b></h2><p>Despite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.<img src=\"https://static.tigerbbs.com/762357bfb2631093869c73cab5410228\" tg-width=\"557\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOG earnings 3Q22</p><p>Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.</p><p><img src=\"https://static.tigerbbs.com/dab86ddd709cd11d8a7b32bd68d1a389\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Synergy Research Group</p><p>Alphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.</p><h2><b>Risks to our bullish sentiment </b></h2><p>Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet&#39;s stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.</p><h2><b>Stock pullback</b></h2><p>Alphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.</p><p>The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.</p><p><img src=\"https://static.tigerbbs.com/77f8b2d875dd43c7a4667a7d94a9f314\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>TechStockPros<img src=\"https://static.tigerbbs.com/f112d6f34e8a4e30a34eca0fab9334a0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Attractive valuation </b></h2><p>Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.</p><p>The following graph outlines Alphabet’s valuation compared to the peer group.</p><p><img src=\"https://static.tigerbbs.com/c6f5d87c51846fb7b16e310b2c1bb1f6\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Word on Wall Street</b></h2><p>Wall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.</p><p>The following tables outline Alphabet’s sell-side ratings and price targets.</p><p><img src=\"https://static.tigerbbs.com/c971e14f5b2e02b96b5d9329446a07b1\" tg-width=\"566\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>What to do with the stock</b></h2><p>While Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.</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>Google Stock: Buy The Panic</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\">\nGoogle Stock: Buy The Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558393-google-stock-buy-the-panic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284341781","content_text":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.We’re bullish on Alphabet Inc. (\"Google\"). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don't expect Alphabet's stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.Google Ads is a double-edged swordAlphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.Google Cloud is a revenue driver, in progressDespite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.GOOG earnings 3Q22Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.Synergy Research GroupAlphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.Risks to our bullish sentiment Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet's stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.Stock pullbackAlphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.TechStockProsAttractive valuation Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.The following graph outlines Alphabet’s valuation compared to the peer group.Word on Wall StreetWall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.The following tables outline Alphabet’s sell-side ratings and price targets.What to do with the stockWhile Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263445562720336,"gmtCreate":1705352428732,"gmtModify":1705352431953,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U9E.SI\">$China Everbright(U9E.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/U9E.SI\">$China Everbright(U9E.SI)$ </a>&nbsp;","text":"$China Everbright(U9E.SI)$","images":[{"img":"https://community-static.tradeup.com/news/98926fea13acbb08d84b795b8ab9b955","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263445562720336","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970101513,"gmtCreate":1684114260533,"gmtModify":1684114264232,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02007\">$COUNTRY GARDEN(02007)$ &nbsp;</a>should accumulate more when price is low","listText":"<a href=\"https://ttm.financial/S/02007\">$COUNTRY GARDEN(02007)$ &nbsp;</a>should accumulate more when price is low","text":"$COUNTRY GARDEN(02007)$ should accumulate more when price is low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970101513","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007447787,"gmtCreate":1642991373978,"gmtModify":1676533762949,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>Up &amp;down...hold and be patient","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>Up &amp;down...hold and be patient","text":"$Alibaba(09988)$Up &down...hold and be patient","images":[{"img":"https://static.itradeup.com/news/d91a64c2020001598846c3c4186657ce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007447787","isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570892270080742","authorId":"3570892270080742","name":"CK2868","avatar":"https://static.itradeup.com/news/fa34c23ec788c23610d6838c8f89ca83","crmLevel":2,"crmLevelSwitch":0,"idStr":"3570892270080742","authorIdStr":"3570892270080742"},"content":"Yup, be patient. Its just a temporarily down, hold it and eventually it will bring us to another high once again. :)","text":"Yup, be patient. Its just a temporarily down, hold it and eventually it will bring us to another high once again. :)","html":"Yup, be patient. Its just a temporarily down, hold it and eventually it will bring us to another high once again. :)"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911079845,"gmtCreate":1664099834587,"gmtModify":1676537390611,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Chi","listText":"Chi","text":"Chi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911079845","repostId":"2269490734","repostType":4,"repost":{"id":"2269490734","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664066508,"share":"https://ttm.financial/m/news/2269490734?lang=&edition=fundamental","pubTime":"2022-09-25 08:41","market":"us","language":"en","title":"If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”","url":"https://stock-news.laohu8.com/highlight/detail?id=2269490734","media":"Dow Jones","summary":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock","content":"<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</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>If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”</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\">\nIf You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-25 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269490734","content_text":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.It would be important to challenge this notion at any time, but especially in light of the U.S. market's decline this past week following the Federal Reserve's most recent interest-rate hike announcement.To show why higher interest rates aren't necessarily bad for equities, I compared the predictive power of the following two valuation indicators:If higher interest rates were always bad for stocks, then the Fed Model's track record would be superior to that of the earnings yield.It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market's subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University's finance professor Robert Shiller.In other words, the ability to predict the stock market's five- and 10-year returns goes down when taking interest rates into account.Money illusionThese results are so surprising that it's important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years' corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it's only half the story.The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as \"inflation illusion\" -- confusing nominal with real, or inflation-adjusted, values.According to research conducted by Warr, inflation's impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.Investors were guilty of inflation illusion when they reacted to the Fed's latest interest rate announcement by selling stocks.None of this means that the bear market shouldn't continue, or that equities aren't overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965896954,"gmtCreate":1669932359678,"gmtModify":1676538271001,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Si","listText":"Si","text":"Si","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965896954","repostId":"1183309348","repostType":4,"repost":{"id":"1183309348","pubTimestamp":1669909628,"share":"https://ttm.financial/m/news/1183309348?lang=&edition=fundamental","pubTime":"2022-12-01 23:47","market":"us","language":"en","title":"Sea Limited: Bears Didn't See This Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1183309348","media":"Seeking Alpha","summary":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings updat","content":"<html><head></head><body><h3>Summary</h3><ul><li>With its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.</li><li>We discuss how its e-commerce segment could reach profitability exiting Q4&#39;23. However, investors need to factor in increased macro risks that could impact its monetization efforts.</li><li>We discuss why investors looking to add SE should continue to wait patiently first.</li><li>Revising from Speculative Buy to Hold for now.</li></ul><h3>Thesis</h3><p>We presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.</p><p>As such, we aren&#39;t surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.</p><p>Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li&#39;s emphasis in its Q3 commentary on Shopee (Sea Limited&#39;s e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4&#39;23 stunned the bears.</p><p>Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited&#39;s more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited&#39;s execution moving forward before a material re-rating is justified.</p><p>Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.</p><h3>Shopee: How Can It Reach Adjusted EBITDA by FY23?</h3><p><img src=\"https://static.tigerbbs.com/1382346c1bbcfe20f003a0de17e41dbd\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>The consensus estimates have been revised upward with management&#39;s upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.</p><p>However, it&#39;s predicated on revenue growth of 16.7% for FY23, below FY22&#39;s 21.6% uptick. Based on management&#39;s commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street&#39;s more pessimistic forecasts.</p><p>Notably, management highlighted that its focus on its e-commerce profitability drive &#34;may see no growth or even negative growth in certain operating metrics in the near term.&#34;</p><p>Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.</p><p>But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.</p><p><img src=\"https://static.tigerbbs.com/15df8e681c7c79fd10f5b2355f45beca\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2&#39;s -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management&#39;s execution has been relatively consistent despite worsening macros impacting its key markets.</p><p><img src=\"https://static.tigerbbs.com/cd3289e72cdee0c506af925494c635f7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1&#39;21, corroborating management&#39;s confidence in optimizing efficiencies.</p><p>Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2&#39;s 51.4%.</p><p>However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.</p><p><img src=\"https://static.tigerbbs.com/108ee5cedc45b9ad065e8b8d0bf01d99\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/>As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2&#39;s 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).</p><p>Hence, it&#39;s a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.</p><p>Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.</p><p>While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee&#39;s ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:</p><blockquote>We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people&#39;s purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3&#39;22 earnings call)</blockquote><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p><img src=\"https://static.tigerbbs.com/ebf4e1fe75caa11214d125037e9c36e8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.</p><p>Also, SE&#39;s valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited&#39;s e-commerce peers&#39; median (7.3x NTM EBITDA) and gaming peers&#39; median (8.6x NTM EBITDA).</p><p>We applaud management&#39;s initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.</p><p>We should be able to glean more clues as SE looks to consolidate at its current pullback.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Bears Didn't See This Coming</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Bears Didn't See This Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e...</p>\n\n<a href=\"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4561387-sea-limited-bears-didnt-see-this-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183309348","content_text":"SummaryWith its recent momentum surge, SE hit our price target articulated in our pre-earnings update. Management stunned bearish investors with its revised profitability guidance.We discuss how its e-commerce segment could reach profitability exiting Q4'23. However, investors need to factor in increased macro risks that could impact its monetization efforts.We discuss why investors looking to add SE should continue to wait patiently first.Revising from Speculative Buy to Hold for now.ThesisWe presented our thesis in our pre-earnings article on Sea Limited (NYSE:SE), arguing that the market had anticipated an underwhelming Q3 release as it closed in on its November lows.As such, we aren't surprised that the market sent SE surging in a momentum spike, hitting our previous price target (PT), as SE rallied nearly 61% from its November bottom.Management came out with guns blazing against bearish investors after pulling guidance in Q2 previously. Accordingly, CEO Forrest Li's emphasis in its Q3 commentary on Shopee (Sea Limited's e-commerce arm) to reach adjusted EBITDA breakeven exiting Q4'23 stunned the bears.Notwithstanding, SE has pulled back nearly 20% from its recent surge, which should be expected. Moreover, we postulate that the market has likely reflected the optimism in Sea Limited's more constructive guidance with its recent surge. As such, we believe the market will likely parse Sea Limited's execution moving forward before a material re-rating is justified.Hence, we believe the reward/risk in SE looks relatively well-balanced at these levels. Revising from Speculative Buy to Hold for now.Shopee: How Can It Reach Adjusted EBITDA by FY23?The consensus estimates have been revised upward with management's upgraded guidance for Shopee. As such, Wall Street analysts project Sea Limited to post an adjusted EBITDA margin of 2.2% in FY23.However, it's predicated on revenue growth of 16.7% for FY23, below FY22's 21.6% uptick. Based on management's commentary, we believe analysts have penciled in a higher bar for SE to cross. Therefore, as we postulated in our previous update, it has likely normalized the Street's more pessimistic forecasts.Notably, management highlighted that its focus on its e-commerce profitability drive \"may see no growth or even negative growth in certain operating metrics in the near term.\"Hence, the critical profitability driver will be cutting costs expeditiously and improving efficiencies concurrently.But the crucial question is how far Shopee is from reaching adjusted EBITDA breakeven.Shopee posted an adjusted EBITDA margin of -26% in FQ3, up from Q2's -37%. Notably, Shopee has also continued to improve its path toward profitability constructively. Hence, investors could be assured that management's execution has been relatively consistent despite worsening macros impacting its key markets.Moreover, Shopee has managed to overcome the significant deceleration of revenue growth since Q1'21, corroborating management's confidence in optimizing efficiencies.Notwithstanding, Shopee still posted revenue growth of 32.4% in FQ3, down from FQ2's 51.4%.However, due to its cost-rationalization exercise, investors should expect its e-commerce segment to head toward an anemic gross merchandise value (GMV) growth phase. Also, we believe Shopee could be looking at lifting its e-commerce take rates in its profitability drive.As seen above, Shopee managed to post take rates of 10.1% in FQ3, well above FQ2's 9.2%. It has also been creeping up over time, which has helped Shopee deliver more robust monetization metrics, despite the slowdown in GMV growth (down to 13.7% in FQ3).Hence, it's a lever that Shopee could continue to pull as it pushes toward adjusted EBITDA breakeven. Notably, Shopee posted core marketplace revenue growth of 54% YoY in FQ3, demonstrating its strong execution prowess and value proposition for its merchants.Notwithstanding, macroeconomic headwinds could hamper its ability to drive further take rates accretion as it pulls back its GMV growth initiatives. An analyst on the earnings call also highlighted her concern, probing management whether it anticipated a marked impact on advertising revenue.While management telegraphed its confidence in its advertising offerings, it also cautioned investors that worsening macro risks could impair Shopee's ability to monetize further (i.e., increase take rates), as Chief Corporate Officer Yanjun Wang articulated:We are mindful of the potential macro headwinds that, over time, [could] more deeply affect our region and the market as a whole. And this might affect, for example, people's purchase power, discretionary spending and to the point might also have a more pronounced effect on our platform and overall e-commerce in the region. When that happens, that could have a negative impact on our ability to monetize. (Sea Limited FQ3'22 earnings call)Is SE Stock A Buy, Sell, Or Hold?With the recent surge in SE, we postulate that near-term optimism on its revised guidance has likely been reflected.Also, SE's valuation remains highly aggressive, as it last traded at an FY23 EBITDA multiple of 91x and an FY24 EBITDA multiple of 27.4x. Both are much higher than Sea Limited's e-commerce peers' median (7.3x NTM EBITDA) and gaming peers' median (8.6x NTM EBITDA).We applaud management's initiative to justify its valuation through its profitability impetus. However, we assess that a further near-term re-rating is unlikely unless the market anticipates better execution from Sea Limited.We should be able to glean more clues as SE looks to consolidate at its current pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039894731,"gmtCreate":1646001429134,"gmtModify":1676534079660,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Nnn","listText":"Nnn","text":"Nnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039894731","repostId":"1156890483","repostType":4,"repost":{"id":"1156890483","pubTimestamp":1645917815,"share":"https://ttm.financial/m/news/1156890483?lang=&edition=fundamental","pubTime":"2022-02-27 07:23","market":"us","language":"en","title":"7 Red-Hot Growth Stocks That Could Be Headed to the Moon","url":"https://stock-news.laohu8.com/highlight/detail?id=1156890483","media":"investorplace","summary":"Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful","content":"<html><head></head><body><p>Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful couple of months. While many low-quality names have been thrashed for an entire year, many stocks stood strong.</p><p>Not anymore.</p><p>Just about every growth stock I can think of and scan for has felt the bear-market pain over the past few months. Some were able to outrun the selloff, hitting new highs in the fourth quarter. However, the selling pressure has caught up them now that the overall market has come under pressure as well.</p><p>What happens to these stocks if the Nasdaq has a bear market of its own?</p><p>I don’t know, but it’s not out of the realm of possibilities that we’ll find out. In any regard, for those that are dollar-cost averaging or just looking for a few good growth stocks to buy and hold, let’s look at some solid stocks:</p><ul><li>The Trade Desk (NASDAQ:TTD)</li><li>Snap (NYSE:SNAP)</li><li>Airbnb (NASDAQ:ABNB)</li><li>Twilio (NYSE:TWLO)</li><li>Upstart Holdings (NASDAQ:UPST)</li><li>Roku (NASDAQ:ROKU)</li><li>Nu Holdings (NYSE:NU)</li></ul><h2>Growth Stocks to Buy: The Trade Desk (TTD)</h2><p>It’s been a total annihilation in growth stocks, yet The Trade Desk is still standing. Shares are down “just” 29% from the high. While that sounds terrible — and normally, it is — it’s vastly better than many of its growth stock peers.</p><p>Why? Because it continues to deliver strong results!</p><p>When growth stocks were carving out new lows in mid-November, The Trade Desk was hitting new all-time highs. Of course, it couldn’t dodge a bear market forever and the stock price eventually came under pressure again.</p><p>Then The Trade Desk reminded investors why it’s worth sticking with, as shares rallied earlier this month on another quarter of better-than-expected results.</p><p>The company is forecast to grow sales between 20% and 30% in each of the next three years and is healthily profitable. In fact, I think too many investors look at the price-to-sales ratio and conclude that The Trade Desk is too expensive. Because of its strong profitability, I believe it should be viewed on a price-to-earnings ratio.</p><p>While it’s not necessarily cheap, it shouldn’t be given its growth rate.</p><h2>Growth Stocks to Buy: Snap (SNAP)</h2><p>I used to have a serious issue with Snap because its financials were not that good. Further, management seemed to simply celebrate the fact that they were public and patting themselves on the back rather than digging in and getting to work as a “prove-it” company.</p><p>Well, the company has really come around lately. Even though the stock has been getting killed, Snap continues to churn out strong results. In January, shares fell more than 20% in the session ahead of earnings, simply for the fact that Facebook (NASDAQ:FB) had reported disappointing results.</p><p>That’s why Snap stock exploded over 50% the next day after reporting earnings, as the results were solid. Further, management provided a solid outlook as well.</p><p>Snap isn’t embroiled on controversy like some of the other social media platforms. Further, it has solid growth and its users continue to stick with the platform. Consensus estimates call for 37% revenue growth this year, followed by 43%, 32% and and 30% growth in 2023, 2024 and 2025 respectively.</p><h2>Growth Stocks to Buy: Airbnb (ABNB)</h2><p>Lodging stocks are booming. Hyatt Hotels (NYSE:H), Marriott (NASDAQ:MAR), Expedia (NASDAQ:EXPE) and others are all pushing to new highs while the stock market continues to slog away at multi-month lows with robust volatility. Like the others, Airbnb has been performing incredibly well. However, it’s not at its highs like the rest of the group above.</p><p>Perhaps it won’t get there, but if the relative strength in this group is any indication, Airbnb stock can continue to push higher. It’s one of the few growth stocks that are rallying on earnings rather than selling off and it also has a unique catalyst.</p><p>Travelers are looking to get out and about. Only some are looking at a return to normal and traveling to busy areas, while others are looking to get out of the hustle and bustle and are looking for retreat-type trips.</p><p>Either way, Airbnb is a winner in these scenarios and it shows in the stock price.</p><h2>Growth Stocks to Buy: Twilio (TWLO)</h2><p>Twilio bulls had a fast one pulled on them. After a 60% decline from the highs coming into earnings, a “fast one” is the last thing anyone wanted.</p><p>When Twilio reported earnings on Feb. 9, the stock initially rallied more than 25% in the after-hours session. In the regular-hours session on Feb. 10, the largest gain the stock boasted was just 15.6%, but by the time the session ended, Twilio was stock was up just 1.9%</p><p>Long story short? Investors are selling growth stocks on earnings. We’re in a bear market and in those conditions, the trend isn’t to buy the dips, it’s to sells the rips.</p><p>From the post-earnings highs, Twilio shares are down about 30%. For a company forecast to grow revenue 30% to 35% in each of the next three years, that seems rather ridiculous. That’s particularly true with the stock down 60% from the all-time high made about one year ago.</p><p>Shares trade around than seven times 2022 sales estimates. For what it’s worth, the company delivered a strong quarterly result earlier this month too. When it reported, it not only beat on earnings and revenue expectations, but guidance for next quarter came in well ahead of expectations.</p><p>Management expects revenue of $855 million to $865 million vs. consensus expectations of $803.84 million.</p><h2>Upstart Holdings (UPST)</h2><p>Upstart Holdings was one of the few growth stocks that didn’t sell off on earnings. This company is in perhaps the best position to continue pushing higher and the reasoning is multifold.</p><p>For starters, the stock had a favorable reaction to earnings. While shares have come under some selling pressure from the recent highs, Upstart stock is still up after the report and it’s one of the few growth stocks to rally on earnings.</p><p>Second, earnings and revenue weren’t just ahead of expectations, but revenue guidance for next quarter was well ahead of estimates too. Management’s EBITDA forecast topped expectations as well.</p><p>The company also announced a $400 million share buyback program, which isn’t insignificant given its ~$10 billion market capitalization.</p><p>Lastly, expectations call for strong long term growth. Estimates call for 67% revenue growth this year, 36% growth in 2023 and 42% growth in 2024. All the while this company is profitable and only driving its bottom line higher.</p><h2>Growth Stocks to Buy: Roku (ROKU)</h2><p>This pick is a bit controversial. Roku didn’t burst higher on earnings like Upstart, nor did it fade from a nice post-earnings rally. Instead, it plunged 22% on Feb. 19 after disappointing results.</p><p>The company reported a top- and bottom-line miss, as Roku whiffed on expectations. Shares are now down 80% from its highs in the second quarter of 2021. Roku’s rise and fall has been pretty stunning, even for investors with a tough stomach.</p><p>Supply chain issues weighed (and continue to weigh) on the company. As such, the company missed on revenue expectations, despite growing sales by more than 33% in the quarter.</p><p>Perhaps worse though, management’s outlook for next quarter was below expectations, coming in at $720 million vs. $748.5 million. Management’s EBITDA outlook was short of expectations too.</p><p>But the company has a reasonable explanation for its shortfall (again supply chain related), while average revenue per unit (ARPU), streaming hours and active account growth all came in with solid results.</p><p>I won’t sugarcoat it: The reaction to earnings was terrible.</p><p>However, one has to think there is long-term value in Roku starting to present itself given the enormous decline in the share price and the growing world of streaming video. Further, analysts still expect 35% revenue growth for the year (likely to be reduced to some degree after this earnings report) and 30% next year.</p><h2>Nu Holdings (NU)</h2><p>Last but not least we have Nu Holdings. Nu is perhaps the least well-known stock on this list despite it sporting a fairly large market cap. Currently, the company is worth $35 billion, which is the fourth-largest company on this list.</p><p>Headquartered in Brazil, this company is new to the U.S. markets after making its debut in December. That’s pretty poor timing in regards to how growth stocks are performing. However, it could lead to an opportunity.</p><p>Both Tiger Global and Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A, BRK.B) have stakes in the company as of last quarter.</p><p>Currently operating near break-even results, Nu is expected to turn profitable in the years ahead, while revenue growth continues to barrel ahead. Analysts expect a four-fold increase in 2021 sales, followed by 73% growth in 2022, 49% in 2023 and 55% in 2024.</p><p>Given that growth, I don’t think Nu should be ignored.</p></body></html>","source":"lsy1606302653667","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>7 Red-Hot Growth Stocks That Could Be Headed to the Moon</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\">\n7 Red-Hot Growth Stocks That Could Be Headed to the Moon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-27 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/7-red-hot-growth-stocks-that-could-be-headed-to-the-moon/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful couple of months. While many low-quality names have been thrashed for an entire year, many stocks ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-red-hot-growth-stocks-that-could-be-headed-to-the-moon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc","NU":"Nu Holdings Ltd.","TTD":"Trade Desk Inc.","ROKU":"Roku Inc","ABNB":"爱彼迎","UPST":"Upstart Holdings, Inc.","TWLO":"Twilio Inc"},"source_url":"https://investorplace.com/2022/02/7-red-hot-growth-stocks-that-could-be-headed-to-the-moon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156890483","content_text":"Among other areas of the market, I hone in on growth stocks and let me tell you: It’s been a painful couple of months. While many low-quality names have been thrashed for an entire year, many stocks stood strong.Not anymore.Just about every growth stock I can think of and scan for has felt the bear-market pain over the past few months. Some were able to outrun the selloff, hitting new highs in the fourth quarter. However, the selling pressure has caught up them now that the overall market has come under pressure as well.What happens to these stocks if the Nasdaq has a bear market of its own?I don’t know, but it’s not out of the realm of possibilities that we’ll find out. In any regard, for those that are dollar-cost averaging or just looking for a few good growth stocks to buy and hold, let’s look at some solid stocks:The Trade Desk (NASDAQ:TTD)Snap (NYSE:SNAP)Airbnb (NASDAQ:ABNB)Twilio (NYSE:TWLO)Upstart Holdings (NASDAQ:UPST)Roku (NASDAQ:ROKU)Nu Holdings (NYSE:NU)Growth Stocks to Buy: The Trade Desk (TTD)It’s been a total annihilation in growth stocks, yet The Trade Desk is still standing. Shares are down “just” 29% from the high. While that sounds terrible — and normally, it is — it’s vastly better than many of its growth stock peers.Why? Because it continues to deliver strong results!When growth stocks were carving out new lows in mid-November, The Trade Desk was hitting new all-time highs. Of course, it couldn’t dodge a bear market forever and the stock price eventually came under pressure again.Then The Trade Desk reminded investors why it’s worth sticking with, as shares rallied earlier this month on another quarter of better-than-expected results.The company is forecast to grow sales between 20% and 30% in each of the next three years and is healthily profitable. In fact, I think too many investors look at the price-to-sales ratio and conclude that The Trade Desk is too expensive. Because of its strong profitability, I believe it should be viewed on a price-to-earnings ratio.While it’s not necessarily cheap, it shouldn’t be given its growth rate.Growth Stocks to Buy: Snap (SNAP)I used to have a serious issue with Snap because its financials were not that good. Further, management seemed to simply celebrate the fact that they were public and patting themselves on the back rather than digging in and getting to work as a “prove-it” company.Well, the company has really come around lately. Even though the stock has been getting killed, Snap continues to churn out strong results. In January, shares fell more than 20% in the session ahead of earnings, simply for the fact that Facebook (NASDAQ:FB) had reported disappointing results.That’s why Snap stock exploded over 50% the next day after reporting earnings, as the results were solid. Further, management provided a solid outlook as well.Snap isn’t embroiled on controversy like some of the other social media platforms. Further, it has solid growth and its users continue to stick with the platform. Consensus estimates call for 37% revenue growth this year, followed by 43%, 32% and and 30% growth in 2023, 2024 and 2025 respectively.Growth Stocks to Buy: Airbnb (ABNB)Lodging stocks are booming. Hyatt Hotels (NYSE:H), Marriott (NASDAQ:MAR), Expedia (NASDAQ:EXPE) and others are all pushing to new highs while the stock market continues to slog away at multi-month lows with robust volatility. Like the others, Airbnb has been performing incredibly well. However, it’s not at its highs like the rest of the group above.Perhaps it won’t get there, but if the relative strength in this group is any indication, Airbnb stock can continue to push higher. It’s one of the few growth stocks that are rallying on earnings rather than selling off and it also has a unique catalyst.Travelers are looking to get out and about. Only some are looking at a return to normal and traveling to busy areas, while others are looking to get out of the hustle and bustle and are looking for retreat-type trips.Either way, Airbnb is a winner in these scenarios and it shows in the stock price.Growth Stocks to Buy: Twilio (TWLO)Twilio bulls had a fast one pulled on them. After a 60% decline from the highs coming into earnings, a “fast one” is the last thing anyone wanted.When Twilio reported earnings on Feb. 9, the stock initially rallied more than 25% in the after-hours session. In the regular-hours session on Feb. 10, the largest gain the stock boasted was just 15.6%, but by the time the session ended, Twilio was stock was up just 1.9%Long story short? Investors are selling growth stocks on earnings. We’re in a bear market and in those conditions, the trend isn’t to buy the dips, it’s to sells the rips.From the post-earnings highs, Twilio shares are down about 30%. For a company forecast to grow revenue 30% to 35% in each of the next three years, that seems rather ridiculous. That’s particularly true with the stock down 60% from the all-time high made about one year ago.Shares trade around than seven times 2022 sales estimates. For what it’s worth, the company delivered a strong quarterly result earlier this month too. When it reported, it not only beat on earnings and revenue expectations, but guidance for next quarter came in well ahead of expectations.Management expects revenue of $855 million to $865 million vs. consensus expectations of $803.84 million.Upstart Holdings (UPST)Upstart Holdings was one of the few growth stocks that didn’t sell off on earnings. This company is in perhaps the best position to continue pushing higher and the reasoning is multifold.For starters, the stock had a favorable reaction to earnings. While shares have come under some selling pressure from the recent highs, Upstart stock is still up after the report and it’s one of the few growth stocks to rally on earnings.Second, earnings and revenue weren’t just ahead of expectations, but revenue guidance for next quarter was well ahead of estimates too. Management’s EBITDA forecast topped expectations as well.The company also announced a $400 million share buyback program, which isn’t insignificant given its ~$10 billion market capitalization.Lastly, expectations call for strong long term growth. Estimates call for 67% revenue growth this year, 36% growth in 2023 and 42% growth in 2024. All the while this company is profitable and only driving its bottom line higher.Growth Stocks to Buy: Roku (ROKU)This pick is a bit controversial. Roku didn’t burst higher on earnings like Upstart, nor did it fade from a nice post-earnings rally. Instead, it plunged 22% on Feb. 19 after disappointing results.The company reported a top- and bottom-line miss, as Roku whiffed on expectations. Shares are now down 80% from its highs in the second quarter of 2021. Roku’s rise and fall has been pretty stunning, even for investors with a tough stomach.Supply chain issues weighed (and continue to weigh) on the company. As such, the company missed on revenue expectations, despite growing sales by more than 33% in the quarter.Perhaps worse though, management’s outlook for next quarter was below expectations, coming in at $720 million vs. $748.5 million. Management’s EBITDA outlook was short of expectations too.But the company has a reasonable explanation for its shortfall (again supply chain related), while average revenue per unit (ARPU), streaming hours and active account growth all came in with solid results.I won’t sugarcoat it: The reaction to earnings was terrible.However, one has to think there is long-term value in Roku starting to present itself given the enormous decline in the share price and the growing world of streaming video. Further, analysts still expect 35% revenue growth for the year (likely to be reduced to some degree after this earnings report) and 30% next year.Nu Holdings (NU)Last but not least we have Nu Holdings. Nu is perhaps the least well-known stock on this list despite it sporting a fairly large market cap. Currently, the company is worth $35 billion, which is the fourth-largest company on this list.Headquartered in Brazil, this company is new to the U.S. markets after making its debut in December. That’s pretty poor timing in regards to how growth stocks are performing. However, it could lead to an opportunity.Both Tiger Global and Warren Buffett’s Berkshire Hathaway (NYSE:BRK.A, BRK.B) have stakes in the company as of last quarter.Currently operating near break-even results, Nu is expected to turn profitable in the years ahead, while revenue growth continues to barrel ahead. Analysts expect a four-fold increase in 2021 sales, followed by 73% growth in 2022, 49% in 2023 and 55% in 2024.Given that growth, I don’t think Nu should be ignored.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041350563,"gmtCreate":1656023569752,"gmtModify":1676535750202,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Is en","listText":"Is en","text":"Is en","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041350563","repostId":"2245088225","repostType":4,"repost":{"id":"2245088225","pubTimestamp":1655989722,"share":"https://ttm.financial/m/news/2245088225?lang=&edition=fundamental","pubTime":"2022-06-23 21:08","market":"us","language":"en","title":"3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2245088225","media":"Motley Fool","summary":"Many of Buffett's software-related stocks appear poised to come back.","content":"<html><head></head><body><p>Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the <b>S&amp;P 500 </b>has entered bear territory, his company <b>Berkshire Hathaway </b>sells near levels where it traded 12 months ago.</p><p>Although Buffett may have become better known for holdings outside of tech, he holds a few positions in the software sector. As technology stocks recover, companies such as <b>Apple</b>, <b>Mastercard</b>, and <b>Snowflake</b> could boost Buffett&#39;s returns as conditions improve.</p><h2>The free-cash-flow king that relies increasingly on software<b> </b></h2><p><b>Will Healy</b> <b>(Apple): </b>One cannot discuss Buffett&#39;s tech plays without mentioning Apple. His Apple holdings account for 39% of a portfolio that holds more than 50 publicly traded stocks.</p><p>The majority of revenue comes from the iPhone, a combined hardware and software offering. Additionally, software may have kept Apple strong during the downturn given the success of Apple Services. It includes software offerings such as iCloud, advertising, digital content, and payments.</p><p>The Apple Services segment generated $20 billion in revenue in the fiscal second quarter of 2022 (which ended March 26). This is a 17% surge year over year, taking this segment&#39;s revenue to an all-time high.</p><p>Its success also helped the company as rising prices and supply chain challenges weighed on Apple. Q2 revenue came in at $97 billion, a 9% increase from year-ago levels. Net income grew 6% over that period to $25 billion as a rising cost of sales, higher operating expenses, and increased income taxes reduced growth in the bottom line.</p><p>But despite the single-digit growth, Apple&#39;s $201 billion in liquidity should help it ride out any storm and keep it a crown jewel in the Buffett portfolio. Moreover, the stock has risen by 4% over the last 12 months. While not a stellar performance, it bodes well for the company considering that many tech growth stocks have lost more than three-fourths of their value in recent months.</p><p>Also, its price-to earnings (P/E) ratio of 22 is at its lowest level since the beginning of the pandemic. Such a valuation could attract more investment from Buffett and other prominent investors. Given its relative stability and massive liquidity position amid this sell-off, perhaps now is the time to buy.</p><h2>Mastercard gives investors the best of both worlds</h2><p><b>Justin Pope</b> <b>(Mastercard):</b> Mastercard is the world&#39;s second-largest payment processing network. It has just under 2.9 billion debit and credit cards in circulation worldwide.</p><p>Mastercard&#39;s network connects the merchants where you swipe your payment card to the financial institutions that handle the money. Think of the network as a highway that cars use to travel back and forth. You pay a toll when you use the highway; similarly, Mastercard charges a small percentage of each transaction its network processes.</p><p>The company&#39;s grown revenue by an average of 11% annually over the past decade, driven by a steady shift away from cash as a payment method. Additionally, Mastercard isn&#39;t impacted by inflation because its fee is a percentage of each transaction; in other words, Mastercard captures more revenue as the prices of goods and services increase.</p><p>Mastercard is a cash cow, turning 46% of its revenue into free cash flow. Management shares those cash profits with investors, having paid and raised its dividend for the past 11 years. Investors won&#39;t get a huge dividend yield at just 0.6%, but the payout grows quickly; its annual increase has averaged 18% over the past five years. The company also spends billions on share repurchases, shrinking the share count by 22% over the past decade.</p><p>The company&#39;s ability to grow cash and return it to investors simultaneously has powered market-beating returns, totaling more than 7,300% since Mastercard came public in 2006. Despite its success, there could still be more upside ahead. Earnings per share (EPS) have grown by an average of 16% over the past three years, only slightly dropping from its 10-year rate of 19%. Warren Buffett bought his first position in 2011, which remains a part of his portfolio today.</p><h2>Snowflake&#39;s business model makes it stand out from its cloud-computing peers</h2><p><b>Jake Lerch (Snowflake): </b>Snowflake doesn&#39;t fit the profile of a typical &#34;Buffett stock.&#34; In fact, Snowflake is the type of company Buffett may have derided several years ago. It&#39;s a recently founded technology company and its business model can be challenging to understand. Nevertheless, Buffett -- or more likely Berkshire Hathaway investment managers Todd Combs or Ted Weschler -- has accumulated over 6 million shares of Snowflake. </p><p>Snowflake is, at the most basic level, a cloud computing company. But what really differentiates the company is its business model. Snowflake doesn&#39;t focus on increasing its customers&#39; sales or streamlining their human resources workflow. Instead, it helps organizations gain a bird&#39;s eye view of all the data relevant to their operations. This perspective allows them to gain valuable insights into trends and improve their decision making.</p><p>For example, Snowflake can help retailers more accurately predict and manage their inventory. In the pharmaceutical industry, Snowflake can help companies research and develop new treatments by quickly compiling and sharing data from outside sources.</p><p>There&#39;s no doubt that Snowflake has secular tailwinds behind it. The company currently has 184 large customers (those generating more than $1 million in product revenue), and it plans to expand that number to 1,400 by 2029. Moreover, Snowflake hopes to grow its revenue almost tenfold over that same period. Over the last 12 months, Snowflake generated $1.4 billion of revenue -- its first time crossing the $1 billion mark. And by 2029, the company aims to exceed $10 billion in annual sales. </p><p>But owning shares of Snowflake isn&#39;t without risk. First of all, Snowflake lacks profits. The company has never turned a profit, and its net income actually sank deeper into the red over the last two years, mainly due to lucrative stock compensation for its employees. What&#39;s more, the company relies on would-be competitors like <b>Amazon</b> and <b>Microsoft</b> for the cloud infrastructure to run its software. </p><p>Nevertheless, Snowflake appears to have carved out a lucrative niche in the cloud-computing space. If you&#39;re willing to ride out short-term volatility, Snowflake looks like an outstanding Buffett stock -- albeit an unorthodox one.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks You'll Wish You'd Bought 5 Years From Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 21:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/23/3-warren-buffett-stocks-wish-bought-5-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the S&P 500 has entered bear territory, his company Berkshire Hathaway sells near ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/23/3-warren-buffett-stocks-wish-bought-5-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","MA":"万事达","AAPL":"苹果","BRK.A":"伯克希尔","SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/06/23/3-warren-buffett-stocks-wish-bought-5-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245088225","content_text":"Amid the recent stock market sell-off, Warren Buffett has again proven the success of his investment formula. While the S&P 500 has entered bear territory, his company Berkshire Hathaway sells near levels where it traded 12 months ago.Although Buffett may have become better known for holdings outside of tech, he holds a few positions in the software sector. As technology stocks recover, companies such as Apple, Mastercard, and Snowflake could boost Buffett's returns as conditions improve.The free-cash-flow king that relies increasingly on software Will Healy (Apple): One cannot discuss Buffett's tech plays without mentioning Apple. His Apple holdings account for 39% of a portfolio that holds more than 50 publicly traded stocks.The majority of revenue comes from the iPhone, a combined hardware and software offering. Additionally, software may have kept Apple strong during the downturn given the success of Apple Services. It includes software offerings such as iCloud, advertising, digital content, and payments.The Apple Services segment generated $20 billion in revenue in the fiscal second quarter of 2022 (which ended March 26). This is a 17% surge year over year, taking this segment's revenue to an all-time high.Its success also helped the company as rising prices and supply chain challenges weighed on Apple. Q2 revenue came in at $97 billion, a 9% increase from year-ago levels. Net income grew 6% over that period to $25 billion as a rising cost of sales, higher operating expenses, and increased income taxes reduced growth in the bottom line.But despite the single-digit growth, Apple's $201 billion in liquidity should help it ride out any storm and keep it a crown jewel in the Buffett portfolio. Moreover, the stock has risen by 4% over the last 12 months. While not a stellar performance, it bodes well for the company considering that many tech growth stocks have lost more than three-fourths of their value in recent months.Also, its price-to earnings (P/E) ratio of 22 is at its lowest level since the beginning of the pandemic. Such a valuation could attract more investment from Buffett and other prominent investors. Given its relative stability and massive liquidity position amid this sell-off, perhaps now is the time to buy.Mastercard gives investors the best of both worldsJustin Pope (Mastercard): Mastercard is the world's second-largest payment processing network. It has just under 2.9 billion debit and credit cards in circulation worldwide.Mastercard's network connects the merchants where you swipe your payment card to the financial institutions that handle the money. Think of the network as a highway that cars use to travel back and forth. You pay a toll when you use the highway; similarly, Mastercard charges a small percentage of each transaction its network processes.The company's grown revenue by an average of 11% annually over the past decade, driven by a steady shift away from cash as a payment method. Additionally, Mastercard isn't impacted by inflation because its fee is a percentage of each transaction; in other words, Mastercard captures more revenue as the prices of goods and services increase.Mastercard is a cash cow, turning 46% of its revenue into free cash flow. Management shares those cash profits with investors, having paid and raised its dividend for the past 11 years. Investors won't get a huge dividend yield at just 0.6%, but the payout grows quickly; its annual increase has averaged 18% over the past five years. The company also spends billions on share repurchases, shrinking the share count by 22% over the past decade.The company's ability to grow cash and return it to investors simultaneously has powered market-beating returns, totaling more than 7,300% since Mastercard came public in 2006. Despite its success, there could still be more upside ahead. Earnings per share (EPS) have grown by an average of 16% over the past three years, only slightly dropping from its 10-year rate of 19%. Warren Buffett bought his first position in 2011, which remains a part of his portfolio today.Snowflake's business model makes it stand out from its cloud-computing peersJake Lerch (Snowflake): Snowflake doesn't fit the profile of a typical \"Buffett stock.\" In fact, Snowflake is the type of company Buffett may have derided several years ago. It's a recently founded technology company and its business model can be challenging to understand. Nevertheless, Buffett -- or more likely Berkshire Hathaway investment managers Todd Combs or Ted Weschler -- has accumulated over 6 million shares of Snowflake. Snowflake is, at the most basic level, a cloud computing company. But what really differentiates the company is its business model. Snowflake doesn't focus on increasing its customers' sales or streamlining their human resources workflow. Instead, it helps organizations gain a bird's eye view of all the data relevant to their operations. This perspective allows them to gain valuable insights into trends and improve their decision making.For example, Snowflake can help retailers more accurately predict and manage their inventory. In the pharmaceutical industry, Snowflake can help companies research and develop new treatments by quickly compiling and sharing data from outside sources.There's no doubt that Snowflake has secular tailwinds behind it. The company currently has 184 large customers (those generating more than $1 million in product revenue), and it plans to expand that number to 1,400 by 2029. Moreover, Snowflake hopes to grow its revenue almost tenfold over that same period. Over the last 12 months, Snowflake generated $1.4 billion of revenue -- its first time crossing the $1 billion mark. And by 2029, the company aims to exceed $10 billion in annual sales. But owning shares of Snowflake isn't without risk. First of all, Snowflake lacks profits. The company has never turned a profit, and its net income actually sank deeper into the red over the last two years, mainly due to lucrative stock compensation for its employees. What's more, the company relies on would-be competitors like Amazon and Microsoft for the cloud infrastructure to run its software. Nevertheless, Snowflake appears to have carved out a lucrative niche in the cloud-computing space. If you're willing to ride out short-term volatility, Snowflake looks like an outstanding Buffett stock -- albeit an unorthodox one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815329097,"gmtCreate":1630646412219,"gmtModify":1676530365428,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/815329097","repostId":"2164829818","repostType":4,"repost":{"id":"2164829818","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630615505,"share":"https://ttm.financial/m/news/2164829818?lang=&edition=fundamental","pubTime":"2021-09-03 04:45","market":"us","language":"en","title":"S&P, Nasdaq edge to record closes, energy stocks buoyant","url":"https://stock-news.laohu8.com/highlight/detail?id=2164829818","media":"Reuters","summary":"Energy stocks rally on oil price gains\nWeekly jobless claims fall\nIndexes up: Dow 0.37%, S&P 0.28%, ","content":"<ul>\n <li>Energy stocks rally on oil price gains</li>\n <li>Weekly jobless claims fall</li>\n <li>Indexes up: Dow 0.37%, S&amp;P 0.28%, Nasdaq 0.14%</li>\n</ul>\n<p>Sept 2 (Reuters) - The S&amp;P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.</p>\n<p>The energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.</p>\n<p>Cabot Oil &amp; Gas Corp and Occidental Petroleum Corp&nbsp;were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.</p>\n<p>The technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.</p>\n<p>Amazon.com Inc, Microsoft Corp, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.</p>\n<p>U.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.</p>\n<p>Still, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.</p>\n<p>\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.</p>\n<p>Data on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.</p>\n<p>\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"</p>\n<p>The Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&amp;P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.</p>\n<p>Despite deadly flash floods in New York City, trading on Wall Street was operating normally.</p>\n<p>Wells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.</p>\n<p>Volume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 78 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</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>S&P, Nasdaq edge to record closes, energy stocks buoyant</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\">\nS&P, Nasdaq edge to record closes, energy stocks buoyant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-03 04:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Energy stocks rally on oil price gains</li>\n <li>Weekly jobless claims fall</li>\n <li>Indexes up: Dow 0.37%, S&amp;P 0.28%, Nasdaq 0.14%</li>\n</ul>\n<p>Sept 2 (Reuters) - The S&amp;P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.</p>\n<p>The energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.</p>\n<p>Cabot Oil &amp; Gas Corp and Occidental Petroleum Corp&nbsp;were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.</p>\n<p>The technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.</p>\n<p>Amazon.com Inc, Microsoft Corp, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.</p>\n<p>U.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.</p>\n<p>Still, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.</p>\n<p>\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.</p>\n<p>Data on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.</p>\n<p>\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"</p>\n<p>The Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&amp;P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.</p>\n<p>Despite deadly flash floods in New York City, trading on Wall Street was operating normally.</p>\n<p>Wells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.</p>\n<p>Volume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 78 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164829818","content_text":"Energy stocks rally on oil price gains\nWeekly jobless claims fall\nIndexes up: Dow 0.37%, S&P 0.28%, Nasdaq 0.14%\n\nSept 2 (Reuters) - The S&P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.\nThe energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.\nCabot Oil & Gas Corp and Occidental Petroleum Corp were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.\nThe technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.\nAmazon.com Inc, Microsoft Corp, Facebook Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.\nU.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.\nStill, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.\n\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.\nData on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.\n\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at BNP Paribas.\n\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"\nThe Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.\nDespite deadly flash floods in New York City, trading on Wall Street was operating normally.\nWells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.\nVolume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.\nThe S&P 500 posted 78 new 52-week highs and one new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.\n(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834758857,"gmtCreate":1629843704579,"gmtModify":1676530145800,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834758857","repostId":"2161818081","repostType":4,"repost":{"id":"2161818081","pubTimestamp":1629819036,"share":"https://ttm.financial/m/news/2161818081?lang=&edition=fundamental","pubTime":"2021-08-24 23:30","market":"us","language":"en","title":"Here's Why Visa Is One of the Best Long-Term Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2161818081","media":"Motley Fool","summary":"The largest payments network is still growing.","content":"<p>If you're like millions of people, you've already used your <b><a href=\"https://laohu8.com/S/V\">Visa</a></b>&nbsp;(NYSE:V) card today. And that reach is what makes Visa stand out as a business investors want to be a part of.</p>\n<p>The payment network took a big hit during the early stages of the pandemic, when consumer spending plunged. But it's rebounding along with the economy, and that's where its strength lies. As the largest credit card network in the world, it makes money whenever you swipe your card, making this blue-chip company a surefire bet for long-term growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F636551%2Fgettyimages-1331306883.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Powering payments</h2>\n<p>Visa's network facilitates payments from consumers to merchants and takes a small fee from each transaction. The sheer number of people who use Visa credit cards demonstrates the company's dominance in the market -- there are currently 3.6 billion Visa cards in use, which translates into almost half the world's population. In 2019, Visa processed more than 200 billion transactions, or more than $11 trillion in volume.</p>\n<p>Because Visa's model is a platform, it's a high-margin business that easily turns sales into profits. Operating margin was over 66% in Q3, and Visa turned $6.1 billion in revenue into $2.6 billion in net income. It also produced more than $4 billion in free cash flow, which it uses to grow its business as well as pay dividends and repurchase stock.</p>\n<p>Business plummeted during the height of pandemic restrictions, but the recovery is moving along. Revenue for the company's fiscal third quarter, covering the period ended June 30, increased 27% from the same period in 2020, but&nbsp; 10% over pre-pandemic 2019 levels.</p>\n<p>Because the pandemic was such an outlier, we can see Visa's strength more clearly in its long-term growth. As of the latest quarter, Visa has grown revenue by a 9.5%&nbsp;compound annual growth rate (CAGR) over the past five years, and net income by an even better rate of 14.3%.</p>\n<h2>Fintech revolution</h2>\n<p>One of the ways Visa is protecting its top spot in credit card processing is acquiring and making deals with fintech partners. Its proposed acquisition of Plaid, a private company that connects financial apps with institutions, was scrapped after it was given a no-go by regulators. But it's made many smaller acquisitions to grow its business and especially to stay relevant as digital payments become more important. Most recently, it acquired Currencycloud, an app that simplifies foreign exchange to make cross-border payments easier. In Q3, it also announced that it would acquire Tink, a Swedish-based open banking platform.</p>\n<p>Visa needs to upgrade its systems as companies like <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>&nbsp;make it easier to send and spend money digitally. Contactless payments are increasing in popularity, and in the U.S. alone Visa customers have more than 370 million tap-to-pay cards. Installment plans have also taken off, with companies such as <b>Afterpay</b>&nbsp;(recently acquired by <b>Square</b>) and <b>Affirm Holdings</b>&nbsp;demonstrating strong growth, and Visa has launched its own version as well.</p>\n<h2>Rewarding investors</h2>\n<p>At Monday's prices, Visa's stock has gained roughly 190% over the past five years, almost double the <b>S&amp;P 500</b> index. While it's trailing the broader market over the past year, it's still up nearly 15% as it's dealt with the weight of the pandemic. Its dividend yields 0.55% at the current price, well below the S&amp;P 500 average, but the company has raised its payout annually since 2008.</p>\n<p>Since it generally mirrors the state of the economy, which an overwhelming amount of the time expands rather than contracts, Visa is great long-term stock to own. Its top position makes it hard to compete with, and it can provide security and stability to a balanced portfolio.</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>Here's Why Visa Is One of the Best Long-Term Stocks to Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Visa Is One of the Best Long-Term Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/24/heres-why-visa-is-one-of-the-best-long-term-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're like millions of people, you've already used your Visa (NYSE:V) card today. And that reach is what makes Visa stand out as a business investors want to be a part of.\nThe payment network took...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/24/heres-why-visa-is-one-of-the-best-long-term-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"source_url":"https://www.fool.com/investing/2021/08/24/heres-why-visa-is-one-of-the-best-long-term-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161818081","content_text":"If you're like millions of people, you've already used your Visa (NYSE:V) card today. And that reach is what makes Visa stand out as a business investors want to be a part of.\nThe payment network took a big hit during the early stages of the pandemic, when consumer spending plunged. But it's rebounding along with the economy, and that's where its strength lies. As the largest credit card network in the world, it makes money whenever you swipe your card, making this blue-chip company a surefire bet for long-term growth.\nImage source: Getty Images.\nPowering payments\nVisa's network facilitates payments from consumers to merchants and takes a small fee from each transaction. The sheer number of people who use Visa credit cards demonstrates the company's dominance in the market -- there are currently 3.6 billion Visa cards in use, which translates into almost half the world's population. In 2019, Visa processed more than 200 billion transactions, or more than $11 trillion in volume.\nBecause Visa's model is a platform, it's a high-margin business that easily turns sales into profits. Operating margin was over 66% in Q3, and Visa turned $6.1 billion in revenue into $2.6 billion in net income. It also produced more than $4 billion in free cash flow, which it uses to grow its business as well as pay dividends and repurchase stock.\nBusiness plummeted during the height of pandemic restrictions, but the recovery is moving along. Revenue for the company's fiscal third quarter, covering the period ended June 30, increased 27% from the same period in 2020, but  10% over pre-pandemic 2019 levels.\nBecause the pandemic was such an outlier, we can see Visa's strength more clearly in its long-term growth. As of the latest quarter, Visa has grown revenue by a 9.5% compound annual growth rate (CAGR) over the past five years, and net income by an even better rate of 14.3%.\nFintech revolution\nOne of the ways Visa is protecting its top spot in credit card processing is acquiring and making deals with fintech partners. Its proposed acquisition of Plaid, a private company that connects financial apps with institutions, was scrapped after it was given a no-go by regulators. But it's made many smaller acquisitions to grow its business and especially to stay relevant as digital payments become more important. Most recently, it acquired Currencycloud, an app that simplifies foreign exchange to make cross-border payments easier. In Q3, it also announced that it would acquire Tink, a Swedish-based open banking platform.\nVisa needs to upgrade its systems as companies like PayPal Holdings make it easier to send and spend money digitally. Contactless payments are increasing in popularity, and in the U.S. alone Visa customers have more than 370 million tap-to-pay cards. Installment plans have also taken off, with companies such as Afterpay (recently acquired by Square) and Affirm Holdings demonstrating strong growth, and Visa has launched its own version as well.\nRewarding investors\nAt Monday's prices, Visa's stock has gained roughly 190% over the past five years, almost double the S&P 500 index. While it's trailing the broader market over the past year, it's still up nearly 15% as it's dealt with the weight of the pandemic. Its dividend yields 0.55% at the current price, well below the S&P 500 average, but the company has raised its payout annually since 2008.\nSince it generally mirrors the state of the economy, which an overwhelming amount of the time expands rather than contracts, Visa is great long-term stock to own. Its top position makes it hard to compete with, and it can provide security and stability to a balanced portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801580885,"gmtCreate":1627522880147,"gmtModify":1703491595347,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/801580885","repostId":"1171529765","repostType":4,"repost":{"id":"1171529765","pubTimestamp":1627513623,"share":"https://ttm.financial/m/news/1171529765?lang=&edition=fundamental","pubTime":"2021-07-29 07:07","market":"us","language":"en","title":"Facebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'","url":"https://stock-news.laohu8.com/highlight/detail?id=1171529765","media":"Reuters","summary":"(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” s","content":"<p>(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” sending the social media giant’s shares down 3.5% in extended trading even as it reported strong ad sales.</p>\n<p>The warning overshadowed the company’s beat on Wall Street estimates for quarterly revenue, bolstered by increased advertising spending as businesses build their digital presence to cater to consumers spending more time and money online.</p>\n<p>Facebook said it expects Apple’s recent update to its iOS operating system to impact its ability to target ads and therefore ad revenue in the third quarter. The iPhone maker’s privacy changes make it harder for apps to track users and restrict advertisers from accessing valuable data for targeting ads.</p>\n<p>The company also announced on Wednesday that it would require anyone working at its U.S. offices to be vaccinated against COVID-19, joining Alphabet Inc and Netflix.</p>\n<p>Monthly active users came in at 2.90 billion, up 7% from the same period last year but missing analyst expectations of 2.92 billion and marking the slowest growth rate in at least three years, according to IBES data from Refinitiv.</p>\n<p>“The user growth slowdown is notable and highlights the engagement challenges as the world opens up. But importantly, Facebook is the most exposed to Apple’s privacy changes, and it looks like it is starting to have an impact to the outlook beginning in 3Q,” said Ygal Arounian, an analyst at Wedbush Securities.</p>\n<p>Brian Wieser, GroupM’s global president of business intelligence, said all social media companies would see slower growth in the second half of the year and that it would take more concrete warnings about activity in June and July for anyone to anticipate a “meaningful deceleration.”</p>\n<p>Facebook’s total revenue, which primarily consists of ad sales, rose about 56% to $29.08 billion in the second quarter from $18.69 billion a year earlier, beating analysts’ estimates, according to IBES data from Refinitiv.</p>\n<p>Its revenue from advertising rose 56% to $28.58 billion in the second quarter ended June 30, Facebook said. It pointed to a 47% increase in price per ad.</p>\n<p>“In the third and fourth quarters of 2021, we expect year-over-year total revenue growth rates to decelerate significantly on a sequential basis as we lap periods of increasingly strong growth,” Chief Financial Officer Dave Wehner said in the earnings release.</p>\n<p>Net income in the second quarter more than doubled to $10.4 billion, or $3.61 per share. Analysts had expected a profit of $3.03 per share.</p>\n<p>The world’s largest social network has been ramping up its ecommerce efforts, which are expected to bring additional revenue to the company and make its ad inventory more valuable. The push will be key to how Facebook, which hosts more than 1 million online “Shops” on its main app and Instagram, can grow its ad business amid the impact of Apple’s changes.</p>\n<p>It is also on the offensive to attract top social media personalities and their fans, competing with Alphabet’s YouTube and short-video app TikTok, which recently hit 3 billion global downloads. Facebook said this month it would invest more than $1 billion to support content creators through the end of 2022.</p>\n<p>On a conference call with analysts, CEO Mark Zuckerberg also focused on another ambition for the company: the “metaverse.”</p>\n<p>Zuckerberg this week announced that Facebook, which has invested heavily in virtual reality and augmented reality, was setting up a team to work on building a shared digital world, which he is betting will be the successor to the mobile internet. Microsoft also dropped the buzzy Silicon Valley term on its earnings call this week, talking about its own plans for the converging digital and physical worlds.</p>\n<p>“Facebook has its eye on a sci-fi prize,” said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown. “This is little more than an ambition for Facebook at the moment...if the idea comes to fruition, it could be a valuable income source.”</p>\n<p>The company also continues to face pressure from global lawmakers and regulators, including from the U.S. Federal Trade Commission which has until Aug. 19 to refile its antitrust complaint against the company and from a group of states who said on Wednesday they would appeal the judge’s dismissal of their lawsuit. Facebook’s market cap hit $1 trillion for the first time last month when the judge threw out the original complaints.</p>\n<p>The company, which has long been under fire from lawmakers over misinformation and other abuses on its apps, has also come under renewed scrutiny from President Joe Biden’s administration over the handling of false claims about COVID-19. At Facebook’s office in Washington, D.C., on Wednesday, a group of critics set up an installation of body bags to protest the issue.</p>","source":"lsy1601381805984","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>Facebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'</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\">\nFacebook's slowdown warning hangs over strong ad sales, while Zuckerberg talks 'metaverse'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/facebook-results/update-5-facebooks-slowdown-warning-hangs-over-strong-ad-sales-while-zuckerberg-talks-metaverse-idUSL4N2P43YX><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” sending the social media giant’s shares down 3.5% in extended trading even as it reported strong ad ...</p>\n\n<a href=\"https://www.reuters.com/article/facebook-results/update-5-facebooks-slowdown-warning-hangs-over-strong-ad-sales-while-zuckerberg-talks-metaverse-idUSL4N2P43YX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/facebook-results/update-5-facebooks-slowdown-warning-hangs-over-strong-ad-sales-while-zuckerberg-talks-metaverse-idUSL4N2P43YX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171529765","content_text":"(Reuters) -Facebook Inc said on Wednesday it expects revenue growth to “decelerate significantly,” sending the social media giant’s shares down 3.5% in extended trading even as it reported strong ad sales.\nThe warning overshadowed the company’s beat on Wall Street estimates for quarterly revenue, bolstered by increased advertising spending as businesses build their digital presence to cater to consumers spending more time and money online.\nFacebook said it expects Apple’s recent update to its iOS operating system to impact its ability to target ads and therefore ad revenue in the third quarter. The iPhone maker’s privacy changes make it harder for apps to track users and restrict advertisers from accessing valuable data for targeting ads.\nThe company also announced on Wednesday that it would require anyone working at its U.S. offices to be vaccinated against COVID-19, joining Alphabet Inc and Netflix.\nMonthly active users came in at 2.90 billion, up 7% from the same period last year but missing analyst expectations of 2.92 billion and marking the slowest growth rate in at least three years, according to IBES data from Refinitiv.\n“The user growth slowdown is notable and highlights the engagement challenges as the world opens up. But importantly, Facebook is the most exposed to Apple’s privacy changes, and it looks like it is starting to have an impact to the outlook beginning in 3Q,” said Ygal Arounian, an analyst at Wedbush Securities.\nBrian Wieser, GroupM’s global president of business intelligence, said all social media companies would see slower growth in the second half of the year and that it would take more concrete warnings about activity in June and July for anyone to anticipate a “meaningful deceleration.”\nFacebook’s total revenue, which primarily consists of ad sales, rose about 56% to $29.08 billion in the second quarter from $18.69 billion a year earlier, beating analysts’ estimates, according to IBES data from Refinitiv.\nIts revenue from advertising rose 56% to $28.58 billion in the second quarter ended June 30, Facebook said. It pointed to a 47% increase in price per ad.\n“In the third and fourth quarters of 2021, we expect year-over-year total revenue growth rates to decelerate significantly on a sequential basis as we lap periods of increasingly strong growth,” Chief Financial Officer Dave Wehner said in the earnings release.\nNet income in the second quarter more than doubled to $10.4 billion, or $3.61 per share. Analysts had expected a profit of $3.03 per share.\nThe world’s largest social network has been ramping up its ecommerce efforts, which are expected to bring additional revenue to the company and make its ad inventory more valuable. The push will be key to how Facebook, which hosts more than 1 million online “Shops” on its main app and Instagram, can grow its ad business amid the impact of Apple’s changes.\nIt is also on the offensive to attract top social media personalities and their fans, competing with Alphabet’s YouTube and short-video app TikTok, which recently hit 3 billion global downloads. Facebook said this month it would invest more than $1 billion to support content creators through the end of 2022.\nOn a conference call with analysts, CEO Mark Zuckerberg also focused on another ambition for the company: the “metaverse.”\nZuckerberg this week announced that Facebook, which has invested heavily in virtual reality and augmented reality, was setting up a team to work on building a shared digital world, which he is betting will be the successor to the mobile internet. Microsoft also dropped the buzzy Silicon Valley term on its earnings call this week, talking about its own plans for the converging digital and physical worlds.\n“Facebook has its eye on a sci-fi prize,” said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown. “This is little more than an ambition for Facebook at the moment...if the idea comes to fruition, it could be a valuable income source.”\nThe company also continues to face pressure from global lawmakers and regulators, including from the U.S. Federal Trade Commission which has until Aug. 19 to refile its antitrust complaint against the company and from a group of states who said on Wednesday they would appeal the judge’s dismissal of their lawsuit. Facebook’s market cap hit $1 trillion for the first time last month when the judge threw out the original complaints.\nThe company, which has long been under fire from lawmakers over misinformation and other abuses on its apps, has also come under renewed scrutiny from President Joe Biden’s administration over the handling of false claims about COVID-19. At Facebook’s office in Washington, D.C., on Wednesday, a group of critics set up an installation of body bags to protest the issue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987186837,"gmtCreate":1667859308829,"gmtModify":1676537973432,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"At","listText":"At","text":"At","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987186837","repostId":"2281414614","repostType":4,"repost":{"id":"2281414614","pubTimestamp":1667835205,"share":"https://ttm.financial/m/news/2281414614?lang=&edition=fundamental","pubTime":"2022-11-07 23:33","market":"us","language":"en","title":"2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2281414614","media":"Motley Fool","summary":"These growth stocks have fallen sharply amid the bear market, but investors have good reason to be bullish on both companies.","content":"<html><head></head><body><p>The stock market has crumbled this year. High inflation and rising interest rates have caused the <b>S&amp;P 500</b> to dive headlong into a bear market. The broad-based index is currently 21% off its high, but many individual growth stocks have fared even worse. For instance, <b>Shopify</b> and <b>Global-e Online</b> have seen their share prices tumble 80% and 73%, respectively, leaving both stocks near 52-week lows.</p><p>However, some Wall Street analysts remain upbeat. Paul Treiber of <b>RBC</b> Capital has a price target on Shopify of $55 per share, 133% higher than its 52-week low of $23.63. And James Faucette of <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b> has a price target of $51 per share on Global-e Online, which implies 226% upside from its 52-week low of $15.63.</p><p>Is it time to buy these growth stocks?</p><h2>Shopify: Omnichannel commerce made easy</h2><p>Shopify is the central nervous system for over two million businesses. Its software simplifies commerce by enabling merchants to manage multiple sales channels from a single platform, including online marketplaces like <b>Amazon</b>, social media like Instagram, and direct-to-consumer (D2C) websites. Shopify also provides adjacent solutions for payment processing, financing, and marketing, among others.</p><p>The company has struggled in the current economic environment. Revenue climbed just 22% to $1.4 billion in the third quarter, and the company posted an adjusted loss of $0.02 per share, compared to an adjusted profit of $0.08 per share last year. Worse yet, Shopify may continue to struggle until inflation normalizes and consumer spending rebounds. But these temporary headwinds are obscuring its true potential. In fact, RBC analyst Paul Treiber recently called Shopify &#34;one of the most compelling long-term growth stories.&#34;</p><p>According to G2 Grid, Shopify is the most popular e-commerce software in terms of market presence, and Shopify Plus -- its commerce suite for larger companies -- is the second most popular platform. That success stems from its support for omnichannel commerce. While marketplace operators herd sellers onto one platform, Shopify helps brands grow across virtually any channel. That includes brick-and-mortar stores and D2C websites, which gives brands complete control over the buyer experience -- something they lack on a marketplace like Amazon -- and can increase the odds of lasting customer relationships.</p><p>That means Shopify is set to capitalize on a large and growing addressable market. E-commerce sales worldwide are expected to increase 10% annually to reach $7.4 trillion by 2025, according to eMarketer. Better yet, Shopify has a particularly strong foothold in North America. It powered 10.3% of retail e-commerce sales in the U.S. last year -- second only to Amazon -- and that market is expected to grow 12% annually to reach $1.5 trillion by 2025.</p><p>Currently, shares trade at about 8.5 times sales, an absolute bargain compared to the three-year average of over 36 times sales. That creates a compelling buying opportunity, though investors shouldn&#39;t expect triple-digit returns in the next year. The macroeconomic environment is far too uncertain to warrant that type of near-term optimism.</p><h2>Global-e Online: Cross-border e-commerce made easy</h2><p>Global-e simplifies cross-border e-commerce by helping merchants optimize their digital stores for international buyers. The Global-e platform localizes details like language, currency, and payment options, and it surfaces data-driven insights to help merchants understand shopper behavior on a market-by-market basis. Those services boost international conversion rates, often by more than 60%, according to the company.</p><p>Additionally, Global-e provides fulfillment services through a partner network of shipping carriers, and it offers support for returns and customer service. Better yet, its platform removes much of the regulatory complexity associated with international expansion by helping merchants calculate and pay import duties and foreign sales tax. In a nutshell, Global-e makes it easy for businesses to move into new markets, and that value proposition has the company growing like gangbusters.</p><p>In the second quarter, Global-e saw gross merchandise volume (GMV) soar 64% to $534 million as more brands joined the platform. That feat is particularly impressive given the state of the global economy. In turn, quarterly revenue jumped 52% to $87 million, and the company posted positive free cash flow (FCF) of $30 million. That equates to an impressive FCF margin of 34%.</p><p>Better yet, investors have good reason to believe that momentum will continue. Cross-border e-commerce sales will total $736 billion in 2023, according to <b>Forrester Research</b>, but Global-e handled just $990 million in GMV through the first half of 2022. That puts the company in front of a massive opportunity, and management has set in motion a strong growth strategy. For instance, Global-e powers Shopify Markets Pro, a sophisticated cross-border solution that makes it possible for Shopify merchants to expand into more than 150 markets overnight.</p><p>Currently, shares trade at just over 11 times sales, a discount to the historic average of nearly 25. That&#39;s why investors should consider buying this growth stock, though Global-e is best viewed as a long-term investment. Triple-digit returns are in the cards but only with enough time for the company to expand into its huge market.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street</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\">\n2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","GLBE":"Global-E Online Ltd."},"source_url":"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281414614","content_text":"The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but many individual growth stocks have fared even worse. For instance, Shopify and Global-e Online have seen their share prices tumble 80% and 73%, respectively, leaving both stocks near 52-week lows.However, some Wall Street analysts remain upbeat. Paul Treiber of RBC Capital has a price target on Shopify of $55 per share, 133% higher than its 52-week low of $23.63. And James Faucette of Morgan Stanley has a price target of $51 per share on Global-e Online, which implies 226% upside from its 52-week low of $15.63.Is it time to buy these growth stocks?Shopify: Omnichannel commerce made easyShopify is the central nervous system for over two million businesses. Its software simplifies commerce by enabling merchants to manage multiple sales channels from a single platform, including online marketplaces like Amazon, social media like Instagram, and direct-to-consumer (D2C) websites. Shopify also provides adjacent solutions for payment processing, financing, and marketing, among others.The company has struggled in the current economic environment. Revenue climbed just 22% to $1.4 billion in the third quarter, and the company posted an adjusted loss of $0.02 per share, compared to an adjusted profit of $0.08 per share last year. Worse yet, Shopify may continue to struggle until inflation normalizes and consumer spending rebounds. But these temporary headwinds are obscuring its true potential. In fact, RBC analyst Paul Treiber recently called Shopify \"one of the most compelling long-term growth stories.\"According to G2 Grid, Shopify is the most popular e-commerce software in terms of market presence, and Shopify Plus -- its commerce suite for larger companies -- is the second most popular platform. That success stems from its support for omnichannel commerce. While marketplace operators herd sellers onto one platform, Shopify helps brands grow across virtually any channel. That includes brick-and-mortar stores and D2C websites, which gives brands complete control over the buyer experience -- something they lack on a marketplace like Amazon -- and can increase the odds of lasting customer relationships.That means Shopify is set to capitalize on a large and growing addressable market. E-commerce sales worldwide are expected to increase 10% annually to reach $7.4 trillion by 2025, according to eMarketer. Better yet, Shopify has a particularly strong foothold in North America. It powered 10.3% of retail e-commerce sales in the U.S. last year -- second only to Amazon -- and that market is expected to grow 12% annually to reach $1.5 trillion by 2025.Currently, shares trade at about 8.5 times sales, an absolute bargain compared to the three-year average of over 36 times sales. That creates a compelling buying opportunity, though investors shouldn't expect triple-digit returns in the next year. The macroeconomic environment is far too uncertain to warrant that type of near-term optimism.Global-e Online: Cross-border e-commerce made easyGlobal-e simplifies cross-border e-commerce by helping merchants optimize their digital stores for international buyers. The Global-e platform localizes details like language, currency, and payment options, and it surfaces data-driven insights to help merchants understand shopper behavior on a market-by-market basis. Those services boost international conversion rates, often by more than 60%, according to the company.Additionally, Global-e provides fulfillment services through a partner network of shipping carriers, and it offers support for returns and customer service. Better yet, its platform removes much of the regulatory complexity associated with international expansion by helping merchants calculate and pay import duties and foreign sales tax. In a nutshell, Global-e makes it easy for businesses to move into new markets, and that value proposition has the company growing like gangbusters.In the second quarter, Global-e saw gross merchandise volume (GMV) soar 64% to $534 million as more brands joined the platform. That feat is particularly impressive given the state of the global economy. In turn, quarterly revenue jumped 52% to $87 million, and the company posted positive free cash flow (FCF) of $30 million. That equates to an impressive FCF margin of 34%.Better yet, investors have good reason to believe that momentum will continue. Cross-border e-commerce sales will total $736 billion in 2023, according to Forrester Research, but Global-e handled just $990 million in GMV through the first half of 2022. That puts the company in front of a massive opportunity, and management has set in motion a strong growth strategy. For instance, Global-e powers Shopify Markets Pro, a sophisticated cross-border solution that makes it possible for Shopify merchants to expand into more than 150 markets overnight.Currently, shares trade at just over 11 times sales, a discount to the historic average of nearly 25. That's why investors should consider buying this growth stock, though Global-e is best viewed as a long-term investment. Triple-digit returns are in the cards but only with enough time for the company to expand into its huge market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893477061,"gmtCreate":1628298339153,"gmtModify":1703504679564,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893477061","repostId":"1157428986","repostType":4,"repost":{"id":"1157428986","pubTimestamp":1628296262,"share":"https://ttm.financial/m/news/1157428986?lang=&edition=fundamental","pubTime":"2021-08-07 08:31","market":"us","language":"en","title":"US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1157428986","media":"renaissancecap...","summary":"The IPO market is getting a breather as the August lull continues to set in, with just two banks sch","content":"<p>The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.</p>\n<p>Utah-based digital bank&nbsp;<b>FinWise Bancorp</b>(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.</p>\n<p>Alabama bank&nbsp;<b>Southern States Bancshares</b>(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.</p>\n<p><img src=\"https://static.tigerbbs.com/8919c8c9b4257f3c84869f14fa89bcab\" tg-width=\"1414\" tg-height=\"356\" width=\"100%\" height=\"auto\"></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: 2 banks test the waters amid annual summer slowdown</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: 2 banks test the waters amid annual summer slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.\nUtah-based digital bank FinWise Bancorp(FINW) plans to raise $58 million ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSBK":"Southern States Bancshares, Inc.","FINW":"Finwise Bancorp"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85076/US-IPO-Week-Ahead-2-banks-test-the-waters-amid-annual-summer-slowdown","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157428986","content_text":"The IPO market is getting a breather as the August lull continues to set in, with just two banks scheduled for the week ahead.\nUtah-based digital bank FinWise Bancorp(FINW) plans to raise $58 million at a $183 million market cap. FinWise Bank makes loans to and takes deposits from consumers and small businesses across the US. As of 3/31/21, FinWise Bancorp had total assets of $330 million, total loans of $245 million, total deposits of $189 million, and total shareholders’ equity of $52 million.\nAlabama bank Southern States Bancshares(SSBK) plans to raise $40 million at a $174 million market cap. Southern States Bank is a full service community bank, serving businesses and individuals through 15 branches across Alabama and Georgia. As of 3/31/21, Southern States had total assets of $1.5 billion, total loans of $1.1 billion, total deposits of $1.3 billion, and total shareholders’ equity of $145 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174338881,"gmtCreate":1627075841043,"gmtModify":1703483715606,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174338881","repostId":"2153984757","repostType":4,"repost":{"id":"2153984757","pubTimestamp":1627050720,"share":"https://ttm.financial/m/news/2153984757?lang=&edition=fundamental","pubTime":"2021-07-23 22:32","market":"us","language":"en","title":"Why Snap Stock Is Skyrocketing Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2153984757","media":"Motley Fool","summary":"Snap's revenue, earnings, and user growth all surpassed analyst estimates -- and guidance looks promising, too.","content":"<h3>What happened</h3>\n<p>Shares of <b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b> surged at market open on Friday, rising about 24% during the first 15 minutes of trading.</p>\n<p>The growth stock's gain follows the Snapchat parent's second-quarter earnings release on Thursday. Shares are trading higher because the company obliterated analyst estimates, posting huge growth in revenue and adjusted earnings per share.</p>\n<p><img src=\"https://static.tigerbbs.com/0b125dae874c761771a62b6ca62817ed\" tg-width=\"700\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Snap.</p>\n<h3>So what</h3>\n<p>Social network company Snap reported 116% revenue growth, putting total revenue at $982 million. Analysts, on average, were expecting revenue of $846 million. This strong top-line outperformance led to a big beat on Snap's bottom line, too. Adjusted earnings per share for the period swung from a loss of $0.09 in the year-ago period to a profit of $0.10. This was ahead of a consensus forecast for $0.01.</p>\n<p>Financial results during the period were bolstered by an easy year-ago comparison. Revenue growth slowed in the second quarter of 2020 as advertiser spending took a hit.</p>\n<p>Snap's user base also grew nicely, with daily active users increasing 23% year over year to 293 million.</p>\n<h3>Now what</h3>\n<p>As Snap faces a tougher comparison in Q3, the company guided for decelerated growth during the period, although management's guidance for 58% to 60% growth was ahead of analysts' forecast.</p>\n<p>In the company's second-quarter earnings release, Snap CEO Evan Spiegel said the company is \"energized by the many opportunities to grow our community and business around the world.\"</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>Why Snap Stock Is Skyrocketing Higher Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Snap Stock Is Skyrocketing Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 22:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/why-snap-stock-is-skyrocketing-higher-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Snap Inc surged at market open on Friday, rising about 24% during the first 15 minutes of trading.\nThe growth stock's gain follows the Snapchat parent's second-quarter earnings...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/why-snap-stock-is-skyrocketing-higher-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"https://www.fool.com/investing/2021/07/23/why-snap-stock-is-skyrocketing-higher-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153984757","content_text":"What happened\nShares of Snap Inc surged at market open on Friday, rising about 24% during the first 15 minutes of trading.\nThe growth stock's gain follows the Snapchat parent's second-quarter earnings release on Thursday. Shares are trading higher because the company obliterated analyst estimates, posting huge growth in revenue and adjusted earnings per share.\n\nImage source: Snap.\nSo what\nSocial network company Snap reported 116% revenue growth, putting total revenue at $982 million. Analysts, on average, were expecting revenue of $846 million. This strong top-line outperformance led to a big beat on Snap's bottom line, too. Adjusted earnings per share for the period swung from a loss of $0.09 in the year-ago period to a profit of $0.10. This was ahead of a consensus forecast for $0.01.\nFinancial results during the period were bolstered by an easy year-ago comparison. Revenue growth slowed in the second quarter of 2020 as advertiser spending took a hit.\nSnap's user base also grew nicely, with daily active users increasing 23% year over year to 293 million.\nNow what\nAs Snap faces a tougher comparison in Q3, the company guided for decelerated growth during the period, although management's guidance for 58% to 60% growth was ahead of analysts' forecast.\nIn the company's second-quarter earnings release, Snap CEO Evan Spiegel said the company is \"energized by the many opportunities to grow our community and business around the world.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142958358,"gmtCreate":1626128834574,"gmtModify":1703753744041,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Yes. Should take","listText":"Yes. Should take","text":"Yes. Should take","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/142958358","repostId":"2150313455","repostType":4,"repost":{"id":"2150313455","pubTimestamp":1626102639,"share":"https://ttm.financial/m/news/2150313455?lang=&edition=fundamental","pubTime":"2021-07-12 23:10","market":"us","language":"en","title":"Elon Musk Says He Turned Down Wall Street Jobs to Focus on Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2150313455","media":"Bloomberg","summary":"(Bloomberg) -- Elon Musk said he turned down Wall Street jobs to focus on technology.\n“I was offered","content":"<p>(Bloomberg) -- Elon Musk said he turned down Wall Street jobs to focus on technology.</p>\n<p>“I was offered several high-paid jobs on Wall Street. I declined,” Tesla Inc.’s chief executive officer told his lawyer during questioning at a trial in Wilmington, Delaware, over the company’s SolarCity acquisition in 2016.</p>\n<p>Musk attended the University of Pennsylvania and moved to Silicon Valley during the dot-com boom. He founded a company that eventually became PayPal Holdings Inc., and made his first millions when PayPal was sold to EBay Inc.</p>\n<p>Back when Musk was beginning his career, Wall Street held an allure as a path to riches and power for ambitious young graduates. Since then, however, its luster has faded with the rapid rise of the technology industry over the past couple of decades.</p>\n<p>The sector has minted scores of overnight billionaires, and now offers compelling and lucrative career prospects. It’s also seen as more amenable to flexible working options, especially in the wake of the Covid-19 pandemic. Many Wall Street firms, by contrast, are pushing for employees to return to the office full-time.</p>\n<p>On the stand Monday, Musk said he was offered jobs on Wall Street, without elaborating on which firms or where.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Says He Turned Down Wall Street Jobs to Focus on Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Says He Turned Down Wall Street Jobs to Focus on Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-says-turned-down-140339009.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Elon Musk said he turned down Wall Street jobs to focus on technology.\n“I was offered several high-paid jobs on Wall Street. I declined,” Tesla Inc.’s chief executive officer told his ...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-says-turned-down-140339009.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","PYPL":"PayPal"},"source_url":"https://finance.yahoo.com/news/elon-musk-says-turned-down-140339009.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2150313455","content_text":"(Bloomberg) -- Elon Musk said he turned down Wall Street jobs to focus on technology.\n“I was offered several high-paid jobs on Wall Street. I declined,” Tesla Inc.’s chief executive officer told his lawyer during questioning at a trial in Wilmington, Delaware, over the company’s SolarCity acquisition in 2016.\nMusk attended the University of Pennsylvania and moved to Silicon Valley during the dot-com boom. He founded a company that eventually became PayPal Holdings Inc., and made his first millions when PayPal was sold to EBay Inc.\nBack when Musk was beginning his career, Wall Street held an allure as a path to riches and power for ambitious young graduates. Since then, however, its luster has faded with the rapid rise of the technology industry over the past couple of decades.\nThe sector has minted scores of overnight billionaires, and now offers compelling and lucrative career prospects. It’s also seen as more amenable to flexible working options, especially in the wake of the Covid-19 pandemic. Many Wall Street firms, by contrast, are pushing for employees to return to the office full-time.\nOn the stand Monday, Musk said he was offered jobs on Wall Street, without elaborating on which firms or where.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141585150,"gmtCreate":1625880574470,"gmtModify":1703750302368,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Good buy","listText":"Good buy","text":"Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141585150","repostId":"2150326565","repostType":4,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150705800,"gmtCreate":1624926695000,"gmtModify":1703848006731,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Crash soon","listText":"Crash soon","text":"Crash soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150705800","repostId":"2147837316","repostType":4,"repost":{"id":"2147837316","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624921533,"share":"https://ttm.financial/m/news/2147837316?lang=&edition=fundamental","pubTime":"2021-06-29 07:05","market":"us","language":"en","title":"Tech stock rally sends S&P and Nasdaq to record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2147837316","media":"Reuters","summary":" - The Nasdaq and S&P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&P 500 and the Nasdaq.The S&P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.In contrast, cycl","content":"<p>(Reuters) - The Nasdaq and S&amp;P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.</p>\n<p>Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>The S&amp;P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.</p>\n<p>In contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&amp;P 500, down by 0.81% and 3.33%, respectively.</p>\n<p>“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.</p>\n<p>Stovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&amp;P 500 companies is expected to top 60%.</p>\n<p>The Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&amp;P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.</p>\n<p>Both the S&amp;P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.</p>\n<p>“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.</p>\n<p>Facebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.</p>\n<p>On the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.</p>\n<p>With the S&amp;P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.</p>\n<p>On the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.</p>\n<p>Volume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.</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>Tech stock rally sends S&P and Nasdaq to record highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech stock rally sends S&P and Nasdaq to record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-29 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - The Nasdaq and S&amp;P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.</p>\n<p>Big tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>The S&amp;P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.</p>\n<p>In contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&amp;P 500, down by 0.81% and 3.33%, respectively.</p>\n<p>“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.</p>\n<p>Stovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&amp;P 500 companies is expected to top 60%.</p>\n<p>The Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&amp;P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.</p>\n<p>Both the S&amp;P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.</p>\n<p>“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.</p>\n<p>Facebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.</p>\n<p>On the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.</p>\n<p>With the S&amp;P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.</p>\n<p>On the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.</p>\n<p>Volume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDAQ":"纳斯达克OMX交易所","PSQ":"纳指反向ETF","NFLX":"奈飞","MU":"美光科技","TWTR":"Twitter","WBA":"沃尔格林联合博姿","QLD":"纳指两倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","NVDA":"英伟达","TQQQ":"纳指三倍做多ETF","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147837316","content_text":"(Reuters) - The Nasdaq and S&P 500 hit all-time highs on Monday, fueled by tech stocks as investors expect a robust earnings season while interest rates remain low.\nBig tech companies including Facebook Inc, Netflix Inc, Twitter Inc and Nvidia Corp were among the biggest boosts to the S&P 500 and the Nasdaq.\nThe S&P 500 continued its recent momentum after paring some earlier losses, recording its third record high in a row, after logging its best weekly performance in 20 weeks last Friday.\nIn contrast, cyclical sectors dropped sharply amid fears over a spike in COVID-19 cases across Asia. Financials and energy posted the biggest sectoral loss on S&P 500, down by 0.81% and 3.33%, respectively.\n“It’s end of the quarter and investors may want to take some profits and rotate out of energy and stick with tech,” said Sam Stovall, chief investment strategist at CFRA Research in New York.\nStovall expects stocks should continue their near-term climb as investors await the new earnings season, in which year-over-year earnings growth of S&P 500 companies is expected to top 60%.\nThe Dow Jones Industrial Average fell 150.57 points, or 0.44%, to close at 34,283.27. The S&P 500 pared earlier losses and advanced from Friday’s record high by gaining 9.91 points, or 0.23%, to 4,290.61. The Nasdaq Composite added 140.12 points, or 0.98%, to 14,500.51.\nBoth the S&P 500 and the Nasdaq hit a series of record highs last week. the tech-heavy Nasdaq’s 5% gain in June is outpacing its peers as investors pile back in to tech-oriented growth stocks on diminishing worries about runaway inflation.\n“We believe with the Fed putting a realistic goal post, investors now have much more of a risk-on mentality going into the second half of the year. A lot of these tech names have underperformed, while fundamentals were very robust going into the June quarter,” said Wedbush Securities analyst Daniel Ives, who expects the Nasdaq to hit 16,000 by year-end.\nFacebook jumped over 4% as a U.S. judge granted the company’s motion to dismiss a Federal Trade Commission lawsuit. The social media giant finished Monday with over $1 trillion in market capitalization.\nOn the Nasdaq 100, the largest gainer was Nvidia Corp, which rose 5.0% after major chip makers Broadcom Inc, Marvell and Taiwan-based MediaTek endorsed its $40 billion deal to buy UK chip designer Arm.\nWith the S&P 500 up almost 14% as the first half of 2021 draws to a close, activity in some areas of the market indicates concern over potential volatility, with some investors suggesting the market may be overdue for a significant pullback.\nOn the economic front, investor attention will be focused on consumer confidence data, a private jobs report and a crucial monthly employment report due later this week. Quarterly results from Micron Technology Inc and Walgreens Boots Alliance are also slated for this week.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.38-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored decliners.\nThe S&P 500 posted 36 new 52-week highs and no new lows; the Nasdaq Composite recorded 100 new highs and 31 new lows.\nVolume on U.S. exchanges was 9.55 billion shares, compared with the 11.17 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083341872,"gmtCreate":1650074863160,"gmtModify":1676534641777,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Good luck","listText":"Good luck","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083341872","repostId":"1175785386","repostType":4,"repost":{"id":"1175785386","pubTimestamp":1650066953,"share":"https://ttm.financial/m/news/1175785386?lang=&edition=fundamental","pubTime":"2022-04-16 07:55","market":"us","language":"en","title":"The Smart Investor Will Avoid GameStop and Bed Bath & Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1175785386","media":"investorplace","summary":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to","content":"<html><head></head><body><ul><li>Bed Bath &amp; Beyond (BBBY) just got three seats on its board.</li><li>GameStop (GME) savior Ryan Cohen ought to pick one or the other.</li><li>The smart move for investors is not to own either.</li></ul><p>Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath &amp; Beyond (NASDAQ:BBBY).</p><p>Cohen recently gained three seats on Bed Bath &amp; Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.</p><p>BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.</p><p>If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath &amp; Beyond.</p><p>Here’s why.</p><h2>Ryan Cohen Is No Warren Buffett</h2><p>The idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.</p><p>Here’s what Chukumba had to say about GameStop:</p><p>“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.</p><p>In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.</p><p>GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.</p><p>In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.</p><p>The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.</p><h2>GME Stock + BBBY = Potential Bloodbath</h2><p>As I said in the intro, Bed Bath &amp; Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.</p><p>So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.</p><p>Chukumba is equally unimpressed by Cohen’s BBBY play:</p><p>“It’s the same thing with Bed Bath &amp; Beyond. He bought a stake in Bed Bath &amp; Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”</p><p>He’s 100% on the mark.</p><p>The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.</p><h2>Chewy’s Not Looking So Hot</h2><p>Before ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.</p><p>For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.</p><p>The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.</p><p>Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smart Investor Will Avoid GameStop and Bed Bath & Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Smart Investor Will Avoid GameStop and Bed Bath & Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following ...</p>\n\n<a href=\"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BBBY":"3B家居"},"source_url":"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175785386","content_text":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath & Beyond (NASDAQ:BBBY).Cohen recently gained three seats on Bed Bath & Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath & Beyond.Here’s why.Ryan Cohen Is No Warren BuffettThe idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.Here’s what Chukumba had to say about GameStop:“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.GME Stock + BBBY = Potential BloodbathAs I said in the intro, Bed Bath & Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.Chukumba is equally unimpressed by Cohen’s BBBY play:“It’s the same thing with Bed Bath & Beyond. He bought a stake in Bed Bath & Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”He’s 100% on the mark.The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.Chewy’s Not Looking So HotBefore ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080670478,"gmtCreate":1649890507110,"gmtModify":1676534597467,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080670478","repostId":"2227485446","repostType":4,"repost":{"id":"2227485446","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649889604,"share":"https://ttm.financial/m/news/2227485446?lang=&edition=fundamental","pubTime":"2022-04-14 06:40","market":"us","language":"en","title":"Wall Street Surges in Growth Stocks Rally; Earnings Season Opens","url":"https://stock-news.laohu8.com/highlight/detail?id=2227485446","media":"Reuters","summary":"* Strong outlook from Delta Air Lines lifts other airlines* JPMorgan down after profit falls 42%* PP","content":"<html><head></head><body><p>* Strong outlook from Delta Air Lines lifts other airlines</p><p>* JPMorgan down after profit falls 42%</p><p>* PPI up 11.2% year-on-year, hotter than 10.6% est</p><p>* Indexes up: Dow 1.01%, S&amp;P 1.12%, Nasdaq 2.03%</p><p>NEW YORK, April 13 (Reuters) - Wall Street rallied to end sharply higher on Wednesday, powered by a recovery in interest-sensitive growth stocks as investors digested hot inflation data and a mixed bag of quarterly results.</p><p>Falling U.S. Treasury yields helped the tech-heavy Nasdaq lead all three major U.S. stock indexes higher, with semiconductors    outperforming the broader market.</p><p>The Nasdaq jumped over 2% while the S&amp;P 500 and the Dow gained more than 1%.</p><p>&#34;Bond yields may have gotten ahead of themselves and they&#39;re dropping lower today,&#34; said David Carter, managing director at Wealthspire Advisors in New York. &#34;This helps almost all equities, but particularly growthy areas like tech.&#34;</p><p>JPMorgan Chase &amp; Co set the first-quarter earnings season off to an inauspicious start, reporting a 42% drop in quarterly profit. The downbeat results from the biggest U.S. lender sent its shares down 3.2%.</p><p>On the brighter side, Delta Air Lines&#39; results beat expectations and it forecast a current-quarter return to profit due to &#34;historically high&#34; demand. Its 6.2% share jump was contagious; the broader S&amp;P 1500 airline index surged 6.8%.</p><p>&#34;It’s great that demand is so strong,&#34; Carter added. &#34;However, drive inflation higher, which will force the Fed to continue to raise rates, resulting in a weaker stock market.&#34;</p><p>&#34;Business is good. Almost too good.&#34;</p><p>Strong demand also drove the Labor Department&#39;s producer price index to a blistering 11.2% year-on-year growth rate, the hottest annual reading since the Labor Department started tracking annual data in 2010.</p><p>Core PPI and other major indicators have risen beyond the Federal Reserve&#39;s average annual 2% inflation target.</p><p>Minutes from the most recent Fed policy meeting and subsequent remarks from its members have market participants setting easy odds for a series of 50-basis-point interest rate hikes in the coming months, as the central bank treads the delicate tightrope of curbing inflation without provoking a recession.</p><p>&#34;It&#39;s obvious now that the Fed is singing off the same song sheet, more tightening is coming,&#34; Carter said. &#34;Much of this, however, is priced in and expected.&#34;</p><p>The Dow Jones Industrial Average rose 344.23 points, or 1.01%, to 34,564.59, the S&amp;P 500 gained 49.14 points, or 1.12%, to 4,446.59 and the Nasdaq Composite added 272.02 points, or 2.03%, to 13,643.59.</p><p>Among the 11 major sectors of the S&amp;P 500, consumer discretionary stocks enjoyed the largest percentage gains, jumping 2.5%.</p><p>Analyst estimates for the corporate earnings season have grown less optimistic. Aggregate annual S&amp;P 500 earnings growth for the first three quarters of 2022 is estimated at 5.4% as of Wednesday, down from 7.5% at the beginning of the year.</p><p>On Thursday, the holiday-shortened week will end with results from a swath of big banks, including Morgan Stanley, Citigroup Inc, Goldman Sachs Group Inc, and Wells Fargo &amp; Co.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 48 new highs and 168 new lows.</p><p>Volume on U.S. exchanges was 10.52 billion shares, compared with the 12.33 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Surges in Growth Stocks Rally; Earnings Season Opens</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Surges in Growth Stocks Rally; Earnings Season Opens\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-14 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Strong outlook from Delta Air Lines lifts other airlines</p><p>* JPMorgan down after profit falls 42%</p><p>* PPI up 11.2% year-on-year, hotter than 10.6% est</p><p>* Indexes up: Dow 1.01%, S&amp;P 1.12%, Nasdaq 2.03%</p><p>NEW YORK, April 13 (Reuters) - Wall Street rallied to end sharply higher on Wednesday, powered by a recovery in interest-sensitive growth stocks as investors digested hot inflation data and a mixed bag of quarterly results.</p><p>Falling U.S. Treasury yields helped the tech-heavy Nasdaq lead all three major U.S. stock indexes higher, with semiconductors    outperforming the broader market.</p><p>The Nasdaq jumped over 2% while the S&amp;P 500 and the Dow gained more than 1%.</p><p>&#34;Bond yields may have gotten ahead of themselves and they&#39;re dropping lower today,&#34; said David Carter, managing director at Wealthspire Advisors in New York. &#34;This helps almost all equities, but particularly growthy areas like tech.&#34;</p><p>JPMorgan Chase &amp; Co set the first-quarter earnings season off to an inauspicious start, reporting a 42% drop in quarterly profit. The downbeat results from the biggest U.S. lender sent its shares down 3.2%.</p><p>On the brighter side, Delta Air Lines&#39; results beat expectations and it forecast a current-quarter return to profit due to &#34;historically high&#34; demand. Its 6.2% share jump was contagious; the broader S&amp;P 1500 airline index surged 6.8%.</p><p>&#34;It’s great that demand is so strong,&#34; Carter added. &#34;However, drive inflation higher, which will force the Fed to continue to raise rates, resulting in a weaker stock market.&#34;</p><p>&#34;Business is good. Almost too good.&#34;</p><p>Strong demand also drove the Labor Department&#39;s producer price index to a blistering 11.2% year-on-year growth rate, the hottest annual reading since the Labor Department started tracking annual data in 2010.</p><p>Core PPI and other major indicators have risen beyond the Federal Reserve&#39;s average annual 2% inflation target.</p><p>Minutes from the most recent Fed policy meeting and subsequent remarks from its members have market participants setting easy odds for a series of 50-basis-point interest rate hikes in the coming months, as the central bank treads the delicate tightrope of curbing inflation without provoking a recession.</p><p>&#34;It&#39;s obvious now that the Fed is singing off the same song sheet, more tightening is coming,&#34; Carter said. &#34;Much of this, however, is priced in and expected.&#34;</p><p>The Dow Jones Industrial Average rose 344.23 points, or 1.01%, to 34,564.59, the S&amp;P 500 gained 49.14 points, or 1.12%, to 4,446.59 and the Nasdaq Composite added 272.02 points, or 2.03%, to 13,643.59.</p><p>Among the 11 major sectors of the S&amp;P 500, consumer discretionary stocks enjoyed the largest percentage gains, jumping 2.5%.</p><p>Analyst estimates for the corporate earnings season have grown less optimistic. Aggregate annual S&amp;P 500 earnings growth for the first three quarters of 2022 is estimated at 5.4% as of Wednesday, down from 7.5% at the beginning of the year.</p><p>On Thursday, the holiday-shortened week will end with results from a swath of big banks, including Morgan Stanley, Citigroup Inc, Goldman Sachs Group Inc, and Wells Fargo &amp; Co.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 48 new highs and 168 new lows.</p><p>Volume on U.S. exchanges was 10.52 billion shares, compared with the 12.33 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","JPM":"摩根大通","C":"花旗",".IXIC":"NASDAQ Composite","DAL":"达美航空","MS":"摩根士丹利",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227485446","content_text":"* Strong outlook from Delta Air Lines lifts other airlines* JPMorgan down after profit falls 42%* PPI up 11.2% year-on-year, hotter than 10.6% est* Indexes up: Dow 1.01%, S&P 1.12%, Nasdaq 2.03%NEW YORK, April 13 (Reuters) - Wall Street rallied to end sharply higher on Wednesday, powered by a recovery in interest-sensitive growth stocks as investors digested hot inflation data and a mixed bag of quarterly results.Falling U.S. Treasury yields helped the tech-heavy Nasdaq lead all three major U.S. stock indexes higher, with semiconductors    outperforming the broader market.The Nasdaq jumped over 2% while the S&P 500 and the Dow gained more than 1%.\"Bond yields may have gotten ahead of themselves and they're dropping lower today,\" said David Carter, managing director at Wealthspire Advisors in New York. \"This helps almost all equities, but particularly growthy areas like tech.\"JPMorgan Chase & Co set the first-quarter earnings season off to an inauspicious start, reporting a 42% drop in quarterly profit. The downbeat results from the biggest U.S. lender sent its shares down 3.2%.On the brighter side, Delta Air Lines' results beat expectations and it forecast a current-quarter return to profit due to \"historically high\" demand. Its 6.2% share jump was contagious; the broader S&P 1500 airline index surged 6.8%.\"It’s great that demand is so strong,\" Carter added. \"However, drive inflation higher, which will force the Fed to continue to raise rates, resulting in a weaker stock market.\"\"Business is good. Almost too good.\"Strong demand also drove the Labor Department's producer price index to a blistering 11.2% year-on-year growth rate, the hottest annual reading since the Labor Department started tracking annual data in 2010.Core PPI and other major indicators have risen beyond the Federal Reserve's average annual 2% inflation target.Minutes from the most recent Fed policy meeting and subsequent remarks from its members have market participants setting easy odds for a series of 50-basis-point interest rate hikes in the coming months, as the central bank treads the delicate tightrope of curbing inflation without provoking a recession.\"It's obvious now that the Fed is singing off the same song sheet, more tightening is coming,\" Carter said. \"Much of this, however, is priced in and expected.\"The Dow Jones Industrial Average rose 344.23 points, or 1.01%, to 34,564.59, the S&P 500 gained 49.14 points, or 1.12%, to 4,446.59 and the Nasdaq Composite added 272.02 points, or 2.03%, to 13,643.59.Among the 11 major sectors of the S&P 500, consumer discretionary stocks enjoyed the largest percentage gains, jumping 2.5%.Analyst estimates for the corporate earnings season have grown less optimistic. Aggregate annual S&P 500 earnings growth for the first three quarters of 2022 is estimated at 5.4% as of Wednesday, down from 7.5% at the beginning of the year.On Thursday, the holiday-shortened week will end with results from a swath of big banks, including Morgan Stanley, Citigroup Inc, Goldman Sachs Group Inc, and Wells Fargo & Co.Advancing issues outnumbered declining ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.87-to-1 ratio favored advancers.The S&P 500 posted 19 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 48 new highs and 168 new lows.Volume on U.S. exchanges was 10.52 billion shares, compared with the 12.33 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898044676,"gmtCreate":1628465509495,"gmtModify":1703506357556,"author":{"id":"4087297789740060","authorId":"4087297789740060","name":"lingnh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087297789740060","authorIdStr":"4087297789740060"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898044676","repostId":"1167258325","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}