Divaker personal page - To The Moon

Divaker

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2023-07-19

$Recursion Pharmaceuticals, Inc.(RXRX)$ To the moon!!!!

2023-07-19

$Palantir Technologies Inc.(PLTR)$

2023-04-13

$Alibaba(09988)$ Come on. Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.

2023-04-11

$Alibaba(BABA)$

2023-03-29

$Alibaba(09988)$

2023-03-23

$S&P 500(.SPX)$

2022-01-19

Nice

Microsoft Takes Out Activision: Everything You Need To Know

2022-01-13

Wow

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2022-01-13

No brainer. Just buy and hodl. No paper hands!!

Palantir: Worth $10, But I'll Buy At $15

2022-01-10

$Tesla Motors(TSLA)$fundamentals best everything. Buy more with conviction. Sell if you're stupid.

2022-01-10

Black Rock the best

What to Watch as Fourth-Quarter Earnings Season Begins?

2022-01-07

Nice

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2022-01-07

Yo

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2021-08-11

$Apple(AAPL)$woow

2021-08-08

Sg....

2021-07-27

Fgvhgh

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2021-07-27

Watching

2021-07-27

Lol

American Airlines warns pilots of fuel shortages, cites logistical issues

2021-07-27

Lol

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2021-07-27

Hhhhhiiiii

Tesla sales surge 98%; company boosts margins on its less-costly electric cars

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ To the moon!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199612874522640","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199424181330032,"gmtCreate":1689722784793,"gmtModify":1689722787428,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199424181330032","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945922275,"gmtCreate":1681353139197,"gmtModify":1681356501269,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on.&nbsp; Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on.&nbsp; Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.&nbsp;","text":"$Alibaba(09988)$ Come on. Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945922275","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942677100,"gmtCreate":1681222972301,"gmtModify":1681222975314,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942677100","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941125913,"gmtCreate":1680068438432,"gmtModify":1680068441410,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Alibaba(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941125913","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943515437,"gmtCreate":1679554417229,"gmtModify":1679554420069,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$S&P 500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943515437","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004872190,"gmtCreate":1642563739515,"gmtModify":1676533723643,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004872190","repostId":"1145231721","repostType":4,"repost":{"id":"1145231721","pubTimestamp":1642560526,"share":"https://ttm.financial/m/news/1145231721?lang=&edition=fundamental","pubTime":"2022-01-19 10:48","market":"us","language":"en","title":"Microsoft Takes Out Activision: Everything You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1145231721","media":"Seeking Alpha","summary":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium c","content":"<html><head></head><body><p>Summary</p><ul><li>Microsoft will acquire Activision Blizzard for $95 per share.</li><li>This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.</li><li>This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.</li><li>Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.</li></ul><p>Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI&#39;s not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.</p><p><b>ATVI Overview</b></p><p>Activision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company&#39;s products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company&#39;s IP can be seen in the following graphic:</p><p><img src=\"https://static.tigerbbs.com/2f0c27788cd938b9ac5d39da69065280\" tg-width=\"640\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ATVI IP</p><p><b>ATVI presentation</b></p><p>There is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI&#39;s free-to-play mobile games. Still, even the company&#39;s premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI&#39;s most recent quarterly report.</p><p><img src=\"https://static.tigerbbs.com/11e56e2b4367c7533b790c0167186de6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Over the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn&#39;t have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.</p><p>The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI&#39;s actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.</p><p><b>The Deal With Microsoft</b></p><p>Microsoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don&#39;t have to worry about dilution.</p><p>At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.</p><p>Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI&#39;s net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn&#39;t a low amount of money, but it isn&#39;t especially much, either. In fact, ATVI&#39;s cash flow multiple (at the takeover price) of around 23 is lower than Microsoft&#39;s current cash flow multiple of 28.</p><p>Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.</p><p>At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft&#39;s gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft&#39;s massive resources, investments in ATVI&#39;s franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn&#39;t be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI&#39;s IP, which should also drive sales for Microsoft&#39;s gaming hardware side.</p><p><b>What It Means For ATVI And MSFT Shareholders</b></p><p>For Microsoft&#39;s shareholders, this seems like a huge win - which is why I was surprised to see MSFT&#39;s shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company&#39;s position in a huge growth market. There is, from Microsoft&#39;s side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.</p><p>For Activision Blizzard&#39;s shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI&#39;s shareholders are getting a pretty reasonable payment here.</p><p>I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won&#39;t receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year&#39;s net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).</p><p>For those ATVI investors that want to have exposure to ATVI&#39;s IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Takes Out Activision: Everything You Need To Know</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\">\nMicrosoft Takes Out Activision: Everything You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480128-msft-takes-out-atvi><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480128-msft-takes-out-atvi\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"https://seekingalpha.com/article/4480128-msft-takes-out-atvi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145231721","content_text":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI's not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.ATVI OverviewActivision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company's products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company's IP can be seen in the following graphic:ATVI IPATVI presentationThere is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI's free-to-play mobile games. Still, even the company's premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI's most recent quarterly report.Data byYChartsOver the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn't have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI's actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.The Deal With MicrosoftMicrosoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don't have to worry about dilution.At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI's net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn't a low amount of money, but it isn't especially much, either. In fact, ATVI's cash flow multiple (at the takeover price) of around 23 is lower than Microsoft's current cash flow multiple of 28.Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft's gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft's massive resources, investments in ATVI's franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn't be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI's IP, which should also drive sales for Microsoft's gaming hardware side.What It Means For ATVI And MSFT ShareholdersFor Microsoft's shareholders, this seems like a huge win - which is why I was surprised to see MSFT's shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company's position in a huge growth market. There is, from Microsoft's side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.For Activision Blizzard's shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI's shareholders are getting a pretty reasonable payment here.I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won't receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year's net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).For those ATVI investors that want to have exposure to ATVI's IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).","news_type":1},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235633,"gmtCreate":1642026812266,"gmtModify":1676533671959,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235633","repostId":"1158975441","repostType":4,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235833,"gmtCreate":1642026788856,"gmtModify":1676533671951,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"No brainer. Just buy and hodl. No paper hands!!","listText":"No brainer. Just buy and hodl. No paper hands!!","text":"No brainer. Just buy and hodl. No paper hands!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235833","repostId":"1114732808","repostType":4,"repost":{"id":"1114732808","pubTimestamp":1641995536,"share":"https://ttm.financial/m/news/1114732808?lang=&edition=fundamental","pubTime":"2022-01-12 21:52","market":"us","language":"en","title":"Palantir: Worth $10, But I'll Buy At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=1114732808","media":"seekingalpha","summary":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look strong","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.</li><li>I see improved profitability in the future and a service that competitors will struggle to replicate.</li><li>Macro headwinds are a challenge, but just.</li><li>At worst, Palantir is worth $10, but I&#39;d definitely add at $15. There&#39;s still plenty of room for the company to surprise investors.</li></ul><p><b>Thesis Summary</b></p><p>Palantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.</p><p>Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.</p><p>What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.</p><p><b>Palantir does have a moat (for now)</b></p><p>One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.</p><p>Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.</p><p>Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.</p><p>It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.</p><p><b>Economies of scale are happening</b></p><p>The other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.</p><p>But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&amp;A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.</p><p><b>How much is Palantir worth now and in the future?</b></p><p>With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.</p><p>In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f751d9a2d6909956f9ca75d692d1eb3\" tg-width=\"717\" tg-height=\"261\" width=\"100%\" height=\"auto\"/><span>Palantir Growth</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c17b0966870585d0f4bc51a488ddb\" tg-width=\"728\" tg-height=\"759\" width=\"100%\" height=\"auto\"/><span>Palantir Shares</span></p><p>The projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.</p><p>With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.</p><p>In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.</p><p>Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.</p><p>Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.</p><p><b>Other considerations</b></p><p>I think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.</p><p>As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.</p><p><b>Takeaway</b></p><p>Certainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.</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>Palantir: Worth $10, But I'll Buy At $15</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Worth $10, But I'll Buy At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle...</p>\n\n<a href=\"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114732808","content_text":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle to replicate.Macro headwinds are a challenge, but just.At worst, Palantir is worth $10, but I'd definitely add at $15. There's still plenty of room for the company to surprise investors.Thesis SummaryPalantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.Palantir does have a moat (for now)One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.Economies of scale are happeningThe other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.How much is Palantir worth now and in the future?With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.Palantir GrowthPalantir SharesThe projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.Other considerationsI think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.TakeawayCertainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006424806,"gmtCreate":1641825133125,"gmtModify":1676533651148,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","text":"$Tesla Motors(TSLA)$fundamentals best everything. Buy more with conviction. Sell if you're stupid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006424806","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006525840,"gmtCreate":1641789915274,"gmtModify":1676533648499,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Black Rock the best&nbsp;","listText":"Black Rock the best&nbsp;","text":"Black Rock the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006525840","repostId":"1167567792","repostType":4,"repost":{"id":"1167567792","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":1641787344,"share":"https://ttm.financial/m/news/1167567792?lang=&edition=fundamental","pubTime":"2022-01-10 12:02","market":"us","language":"en","title":"What to Watch as Fourth-Quarter Earnings Season Begins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167567792","media":"Tiger Newspress","summary":"The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major fin","content":"<html><head></head><body><p>The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.</p><p><img src=\"https://static.tigerbbs.com/d225fa40735d5e076b56a1124d292c4f\" tg-width=\"726\" tg-height=\"1060\" width=\"100%\" height=\"auto\"/></p><p>Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.</p><p>JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.</p><p>JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&amp;P 500 index has modestly lost ground (down -0.5%).</p><p>Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.</p><p>Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.</p><p>With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.</p><p>It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.</p><p>For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.</p><p><b>Q4 Earnings Season Gets Underway</b></p><p>The Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&amp;P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.</p><p>We have roughly 30 companies on deck to report results this week, including 8 S&amp;P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.</p><p>For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.</p><p>This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.</p><p></p><p><b>Earnings calendar</b></p><ul><li><b>Monday:</b> No notable reports scheduled for release</li><li><b>Tuesday:</b> No notable reports scheduled for release</li><li><b>Wednesday:</b> No notable reports scheduled for release</li><li><b>Thursday:</b> Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market open</li><li><b>Friday:</b> JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open</li></ul></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>What to Watch as Fourth-Quarter Earnings Season Begins?</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\">\nWhat to Watch as Fourth-Quarter Earnings Season Begins?\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\">2022-01-10 12:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.</p><p><img src=\"https://static.tigerbbs.com/d225fa40735d5e076b56a1124d292c4f\" tg-width=\"726\" tg-height=\"1060\" width=\"100%\" height=\"auto\"/></p><p>Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.</p><p>JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.</p><p>JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&amp;P 500 index has modestly lost ground (down -0.5%).</p><p>Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.</p><p>Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.</p><p>With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.</p><p>It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.</p><p>For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.</p><p><b>Q4 Earnings Season Gets Underway</b></p><p>The Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&amp;P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.</p><p>We have roughly 30 companies on deck to report results this week, including 8 S&amp;P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.</p><p>For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.</p><p>This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.</p><p></p><p><b>Earnings calendar</b></p><ul><li><b>Monday:</b> No notable reports scheduled for release</li><li><b>Tuesday:</b> No notable reports scheduled for release</li><li><b>Wednesday:</b> No notable reports scheduled for release</li><li><b>Thursday:</b> Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market open</li><li><b>Friday:</b> JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market open</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLK":"贝莱德","TSM":"台积电","C":"花旗","ADBE":"Adobe","WFC":"富国银行","JPM":"摩根大通"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167567792","content_text":"The Fourth-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season.Bank stocks have perked up lately, as the outlook for interest rates has become more favorable to the group’s business. The market sees the coming Fed tightening cycle and the resulting projected steepening of the yield curve as a benefit to bank margins.JPMorgan kicks-off the 2021 Q4 reporting cycle for the group on Friday, January 14th. JPMorgan is expected to have earned $3.01 per share on $29.89 billion in revenues in 2021 Q4. This would represent a year-over-year change in earnings and revenues of -26.8% and +2.3%, respectively.JPMorgan shares were down following each of the preceding 5 quarterly releases despite handily beating estimates. This makes us think that the setup is likely not very favorable for how JPM shares might be expected to behave in response to the release, particularly with the stock up more than +3% over the past month even as the S&P 500 index has modestly lost ground (down -0.5%).Other industry players on deck to report Q4 results the same day as JPMorgan include Citigroup, Wells Fargo and BlackRock.Bank earnings over the past year or so benefited from record capital market activities (investment banking as well as trading volumes), benign credit conditions that allowed reserve releases, partly offset by net interest margin pressures and anemic loan demand.With respect to capital markets in the Q4 quarterly releases, we should expect continued strong numbers from JPMorgan, Citi and the other money center operators and brokers. While the group’s Q4 capital markets totals will most likely be below the strong showing in the September quarter, they will nevertheless be significantly above pre-pandemic levels. Trends in the pipeline about investment banking deal flow suggest that the strong momentum should continue in 2022, though likely below the record 2021 level.It will be interesting to see management’s commentary about trends in the core banking business, particularly about loan demand. The group’s Q4 results are expected to show some modest improvement in loan growth, but it has so far been a lot weaker than would be consistent with the degree of rebound in household and business spending. Management’s outlook for the yield curve will also be informative.For the Finance sector as a whole, total Q4 earnings are expected to increase +3.6% on 3.4% higher revenues. The chart below shows Q4 expectations for the Finance sector’s constituent industries in the context of what these industries reported in Q3 and what is expected for 2022 Q1.Q4 Earnings Season Gets UnderwayThe Q4 reporting cycle will (unofficially) get underway this week. But from our perspective, the Q4 earnings season has gotten underway already, with results from 20 S&P 500 out at this stage. These 20 index members - including bellwether operators like FedEx, Nike, Oracle and others - reported results for their fiscal quarters ending in November, which we count as part of the official December-quarter tally.We have roughly 30 companies on deck to report results this week, including 8 S&P 500 members. This week’s reporters include the aforementioned big banks and a few other major players like Delta Airlines and chip-maker Taiwan Semiconductor.For the 20 index members that have reported already, total Q4 earnings or aggregate net income is up +29.3% from the same period last year on +12.8% higher revenues, with 85% of the companies beating EPS estimates and 90% beating revenue estimates.This is too small a sample to draw any firm conclusions from. That said, the comparison charts below put the earnings and revenue growth rates for these 20 companies in a historical context.Earnings calendarMonday: No notable reports scheduled for releaseTuesday: No notable reports scheduled for releaseWednesday: No notable reports scheduled for releaseThursday: Delta Air Lines(DAL), Taiwan Semiconductor Manufacturing Company(TSM)before market openFriday: JPMorgan Chase(JPM), BlackRock(BLK), Citigroup(C), Wells Fargo(WFC) and First Republic Bank(FRC)before market 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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":1627342961,"share":"https://ttm.financial/m/news/2154962767?lang=&edition=fundamental","pubTime":"2021-07-27 07:42","market":"us","language":"en","title":"American Airlines warns pilots of fuel shortages, cites logistical issues","url":"https://stock-news.laohu8.com/highlight/detail?id=2154962767","media":"Reuters","summary":"July 26 (Reuters) - American Airlines told pilots to conserve jet fuel supply when possible in a mem","content":"<p>July 26 (Reuters) - American Airlines told pilots to conserve jet fuel supply when possible in a memo on Monday, saying that transportation logistics, including lack of trucks and drivers, is delaying supply to airports throughout the United States.</p>\n<p>Fuel prices have been on the rise for several months as demand for gasoline and diesel has snapped back after the worst of the coronavirus pandemic. Refiners have ramped up processing in the last several months to respond to the recovery in fuel demand, but logistics companies have complained of a lack of available drivers.</p>\n<p>\"American Airlines station jet fuel delivery delays initially affected mostly western U.S. cities, but are now being reported at American stations across the country. Delivery delays are expected to continue through mid-August,\" the memo said.</p>\n<p>Gasoline, diesel and jet fuel demand plunged in 2020 due to the coronavirus pandemic, but air travel has rebounded more slowly than other modes of transportation, so refiners have been shipping less jet fuel.</p>\n<p>As of mid-July, refiners shipped roughly 1.4 million barrels of jet fuel on a daily basis, which is still about 22% below 2019 levels, according to the U.S. Energy Department. By contrast, gasoline supplied by refiners in mid-July nearly matches 2019's level.</p>\n<p>American, in a statement, said it was aware of fuel supply issues at some airports. \"American is currently experiencing minimal operational impact due to fuel supply issues. Our team continues to work around the clock to monitor the situation and minimize the impact on our customers,\" it said.</p>\n<p>Industry group Airlines For America said that carriers are having aircraft take extra fuel at non-affected airports to offset problems with fuel supply.</p>\n<p>U.S. domestic leisure travel has nearly recouped 2019 levels, and American has said it sees domestic business travel fully recovering next year.</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>American Airlines warns pilots of fuel shortages, cites logistical issues</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\">\nAmerican Airlines warns pilots of fuel shortages, cites logistical issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-27 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 26 (Reuters) - American Airlines told pilots to conserve jet fuel supply when possible in a memo on Monday, saying that transportation logistics, including lack of trucks and drivers, is delaying supply to airports throughout the United States.</p>\n<p>Fuel prices have been on the rise for several months as demand for gasoline and diesel has snapped back after the worst of the coronavirus pandemic. Refiners have ramped up processing in the last several months to respond to the recovery in fuel demand, but logistics companies have complained of a lack of available drivers.</p>\n<p>\"American Airlines station jet fuel delivery delays initially affected mostly western U.S. cities, but are now being reported at American stations across the country. Delivery delays are expected to continue through mid-August,\" the memo said.</p>\n<p>Gasoline, diesel and jet fuel demand plunged in 2020 due to the coronavirus pandemic, but air travel has rebounded more slowly than other modes of transportation, so refiners have been shipping less jet fuel.</p>\n<p>As of mid-July, refiners shipped roughly 1.4 million barrels of jet fuel on a daily basis, which is still about 22% below 2019 levels, according to the U.S. Energy Department. By contrast, gasoline supplied by refiners in mid-July nearly matches 2019's level.</p>\n<p>American, in a statement, said it was aware of fuel supply issues at some airports. \"American is currently experiencing minimal operational impact due to fuel supply issues. Our team continues to work around the clock to monitor the situation and minimize the impact on our customers,\" it said.</p>\n<p>Industry group Airlines For America said that carriers are having aircraft take extra fuel at non-affected airports to offset problems with fuel supply.</p>\n<p>U.S. domestic leisure travel has nearly recouped 2019 levels, and American has said it sees domestic business travel fully recovering next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空","AFG":"美国金融集团有限公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154962767","content_text":"July 26 (Reuters) - American Airlines told pilots to conserve jet fuel supply when possible in a memo on Monday, saying that transportation logistics, including lack of trucks and drivers, is delaying supply to airports throughout the United States.\nFuel prices have been on the rise for several months as demand for gasoline and diesel has snapped back after the worst of the coronavirus pandemic. Refiners have ramped up processing in the last several months to respond to the recovery in fuel demand, but logistics companies have complained of a lack of available drivers.\n\"American Airlines station jet fuel delivery delays initially affected mostly western U.S. cities, but are now being reported at American stations across the country. Delivery delays are expected to continue through mid-August,\" the memo said.\nGasoline, diesel and jet fuel demand plunged in 2020 due to the coronavirus pandemic, but air travel has rebounded more slowly than other modes of transportation, so refiners have been shipping less jet fuel.\nAs of mid-July, refiners shipped roughly 1.4 million barrels of jet fuel on a daily basis, which is still about 22% below 2019 levels, according to the U.S. Energy Department. By contrast, gasoline supplied by refiners in mid-July nearly matches 2019's level.\nAmerican, in a statement, said it was aware of fuel supply issues at some airports. \"American is currently experiencing minimal operational impact due to fuel supply issues. Our team continues to work around the clock to monitor the situation and minimize the impact on our customers,\" it said.\nIndustry group Airlines For America said that carriers are having aircraft take extra fuel at non-affected airports to offset problems with fuel supply.\nU.S. domestic leisure travel has nearly recouped 2019 levels, and American has said it sees domestic business travel fully recovering next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809970150,"gmtCreate":1627345878670,"gmtModify":1703487959974,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809970150","repostId":"1181076494","repostType":4,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809947162,"gmtCreate":1627345852556,"gmtModify":1703487959004,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386203148510","authorIdStr":"4088386203148510"},"themes":[],"htmlText":"Hhhhhiiiii","listText":"Hhhhhiiiii","text":"Hhhhhiiiii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809947162","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","pubTimestamp":1627340900,"share":"https://ttm.financial/m/news/1153028059?lang=&edition=fundamental","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</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>Tesla sales surge 98%; company boosts margins on its less-costly electric cars</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":199612874522640,"gmtCreate":1689775194251,"gmtModify":1689775197034,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","listText":"<a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a>To the moon!!!!","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ To the moon!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199612874522640","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199424181330032,"gmtCreate":1689722784793,"gmtModify":1689722787428,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199424181330032","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006904019,"gmtCreate":1641568462557,"gmtModify":1676533630242,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Yo","listText":"Yo","text":"Yo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006904019","repostId":"2201003214","repostType":4,"repost":{"id":"2201003214","pubTimestamp":1641567359,"share":"https://ttm.financial/m/news/2201003214?lang=&edition=fundamental","pubTime":"2022-01-07 22:55","market":"us","language":"en","title":"Down Over 70% in 2021, These 2 Stocks Have 10X Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2201003214","media":"Motley Fool","summary":"After a rough 2021, these two stocks are looking to rebound, riding two powerful megatrends.","content":"<html><head></head><body><p>After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-off has undoubtedly not helped either of these stocks, the underlying megatrends that these two companies benefit from look more robust than ever.</p><p>Thanks to the strength of these trends and the beating these companies&#39; share prices have taken, <b>Peloton Interactive</b> (NASDAQ: PTON) and <b>C3.ai</b> (NYSE: AI) look poised to rebound in 2022 -- and potentially become 10x investments over the long term.</p><h2>Peloton Interactive</h2><p>Aiming &#34;to connect the world through fitness, empowering people to be the best version of themselves anywhere, anytime,&#34; at-home fitness specialist Peloton has seen its stock drop nearly 80% from its all-time highs in 2021. As devastating as this drop has felt for investors, the stock essentially trades at the same price as it did in April 2020, just after the pandemic started -- leaving it with a market capitalization, or company price stage of $11 billion.</p><p>This fact helps show just how excited the markets were over Peloton&#39;s suite of pandemic-benefiting products, primarily its famous connected fitness bikes. Furthermore, since April 2020, the company has grown its connected fitness subscriptions by 129%.</p><p>With 2.5 million connected fitness subscriptions, this high-margin business continues to shine amid the company&#39;s hardware struggles related to recalls, lowered pricing, and tough year-over-year comps. The company posted an overall gross profit margin of 33% in the first quarter of fiscal year 2022 (ended Sept. 30, 2021), with the subscription unit&#39;s margin ringing in at 67%, indicating that this is Peloton&#39;s long-term path toward profitability.</p><p>Furthermore, according to Comparably, Peloton&#39;s Bike and Tread products are still truly beloved by its customers, recording a Net Promoter Score (NPS) of 70 as of year-end 2021. NPS ranges from negative 100 to 100, with a positive score meaning that most customers are promoters of the company&#39;s product.</p><p>Thanks to this high NPS, I fully support Peloton&#39;s decision to lower its Bike price to $1,495, especially as it has shown the ability to keep new customers in its subscription ecosystem, posting a minuscule 0.8% monthly churn rate in Q1.</p><p>Due to this customer loyalty and the subscription business&#39;s immense long-term value, I believe Peloton&#39;s price-to-gross profit ratio of 9 places it in the &#34;too cheap to ignore&#34; bin of growth stocks. Consider that <b>Apple</b>, the largest company in the world, has a price-to-gross profit of 19, and it is clear to see that Peloton&#39;s future growth potential trades at a huge discount today.</p><h2>C3.ai</h2><p>Fueled by its mission of &#34;helping companies solve the previously unsolvable,&#34; C3.ai trades with a market capitalization of $3 billion and aims to &#34;significantly reduce the effort and complexity of the Enterprise Artificial Intelligence software engineering problem.&#34;</p><p>In simpler terms, C3.ai&#39;s software-as-a-service (SaaS) applications help enable things such as predictive analytics and the Internet of Things to exist functionally.</p><p>While the company&#39;s operations can probably make most investors&#39; eyes glaze over, ignoring this innovative company could be to our portfolio&#39;s detriment. Altogether, C3.ai&#39;s sales come from four groups of artificial intelligence (AI)-driven software solutions:</p><ul><li>C3 AI Suite: data integration and management, operational and security, etc.</li><li>C3 AI Applications: cross-industry and industry-specific applications.</li><li>C3 AI Ex Machina: no-code solution enabling AI models in any business without formal AI training.</li><li>C3 AI Customer Relationship Management (CRM): sales, customer service, and marketing.</li></ul><p>All in all, this somewhat overwhelming list of solutions is what makes C3.ai unique -- it can make sense of and help businesses capitalize on all of these areas and across nearly endless industries.</p><p>However, one thing to note regarding the company&#39;s revenue sources is that as of fiscal year-end 2021, 31% and 37% of total sales came from <b>Baker Hughes</b> and <b>Engie</b>, oil and utility industry experts, respectively. Thanks to C3.ai&#39;s vast array of software and serviceable industries, this number should only decline as the company grows. Yet should it lose one of these customers, it would send shockwaves through its finances.</p><p>Posting accelerating year-over-year revenue growth of 41% for the second quarter of fiscal 2022, ended Oct. 31, 2021, the company now trades at only 22 times its gross profit, placing it on the cheaper end of most high-flying growth stocks. As the digital transformation continues, C3.ai&#39;s software solutions look beautifully positioned to capture new business moving forward as companies look to utilize artificial intelligence to its fullest extent within their operations.</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>Down Over 70% in 2021, These 2 Stocks Have 10X Potential</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\">\nDown Over 70% in 2021, These 2 Stocks Have 10X Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","PTON":"Peloton Interactive, Inc.","BK4561":"索罗斯持仓","BK4566":"资本集团","BK4567":"ESG概念","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4505":"高瓴资本持仓","CRM":"赛富时","AI":"C3.ai, Inc.","BK4527":"明星科技股","BK4538":"云计算","BK4534":"瑞士信贷持仓","BK4543":"AI","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4190":"消闲用品","BK4550":"红杉资本持仓","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/01/07/down-over-70-in-2021-these-2-stocks-have-10x-poten/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201003214","content_text":"After a brutal 2021, these two stocks are looking forward to 2022 and will attempt to reinvigorate their operations and bring back share price appreciation. While the tech-focused growth stock sell-off has undoubtedly not helped either of these stocks, the underlying megatrends that these two companies benefit from look more robust than ever.Thanks to the strength of these trends and the beating these companies' share prices have taken, Peloton Interactive (NASDAQ: PTON) and C3.ai (NYSE: AI) look poised to rebound in 2022 -- and potentially become 10x investments over the long term.Peloton InteractiveAiming \"to connect the world through fitness, empowering people to be the best version of themselves anywhere, anytime,\" at-home fitness specialist Peloton has seen its stock drop nearly 80% from its all-time highs in 2021. As devastating as this drop has felt for investors, the stock essentially trades at the same price as it did in April 2020, just after the pandemic started -- leaving it with a market capitalization, or company price stage of $11 billion.This fact helps show just how excited the markets were over Peloton's suite of pandemic-benefiting products, primarily its famous connected fitness bikes. Furthermore, since April 2020, the company has grown its connected fitness subscriptions by 129%.With 2.5 million connected fitness subscriptions, this high-margin business continues to shine amid the company's hardware struggles related to recalls, lowered pricing, and tough year-over-year comps. The company posted an overall gross profit margin of 33% in the first quarter of fiscal year 2022 (ended Sept. 30, 2021), with the subscription unit's margin ringing in at 67%, indicating that this is Peloton's long-term path toward profitability.Furthermore, according to Comparably, Peloton's Bike and Tread products are still truly beloved by its customers, recording a Net Promoter Score (NPS) of 70 as of year-end 2021. NPS ranges from negative 100 to 100, with a positive score meaning that most customers are promoters of the company's product.Thanks to this high NPS, I fully support Peloton's decision to lower its Bike price to $1,495, especially as it has shown the ability to keep new customers in its subscription ecosystem, posting a minuscule 0.8% monthly churn rate in Q1.Due to this customer loyalty and the subscription business's immense long-term value, I believe Peloton's price-to-gross profit ratio of 9 places it in the \"too cheap to ignore\" bin of growth stocks. Consider that Apple, the largest company in the world, has a price-to-gross profit of 19, and it is clear to see that Peloton's future growth potential trades at a huge discount today.C3.aiFueled by its mission of \"helping companies solve the previously unsolvable,\" C3.ai trades with a market capitalization of $3 billion and aims to \"significantly reduce the effort and complexity of the Enterprise Artificial Intelligence software engineering problem.\"In simpler terms, C3.ai's software-as-a-service (SaaS) applications help enable things such as predictive analytics and the Internet of Things to exist functionally.While the company's operations can probably make most investors' eyes glaze over, ignoring this innovative company could be to our portfolio's detriment. Altogether, C3.ai's sales come from four groups of artificial intelligence (AI)-driven software solutions:C3 AI Suite: data integration and management, operational and security, etc.C3 AI Applications: cross-industry and industry-specific applications.C3 AI Ex Machina: no-code solution enabling AI models in any business without formal AI training.C3 AI Customer Relationship Management (CRM): sales, customer service, and marketing.All in all, this somewhat overwhelming list of solutions is what makes C3.ai unique -- it can make sense of and help businesses capitalize on all of these areas and across nearly endless industries.However, one thing to note regarding the company's revenue sources is that as of fiscal year-end 2021, 31% and 37% of total sales came from Baker Hughes and Engie, oil and utility industry experts, respectively. Thanks to C3.ai's vast array of software and serviceable industries, this number should only decline as the company grows. Yet should it lose one of these customers, it would send shockwaves through its finances.Posting accelerating year-over-year revenue growth of 41% for the second quarter of fiscal 2022, ended Oct. 31, 2021, the company now trades at only 22 times its gross profit, placing it on the cheaper end of most high-flying growth stocks. As the digital transformation continues, C3.ai's software solutions look beautifully positioned to capture new business moving forward as companies look to utilize artificial intelligence to its fullest extent within their operations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006424806,"gmtCreate":1641825133125,"gmtModify":1676533651148,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>fundamentals best everything. Buy more with conviction. Sell if you're stupid.","text":"$Tesla Motors(TSLA)$fundamentals best everything. Buy more with conviction. Sell if you're stupid.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006424806","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809209214,"gmtCreate":1627369943838,"gmtModify":1703488543121,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Fgvhgh","listText":"Fgvhgh","text":"Fgvhgh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809209214","repostId":"1170786685","repostType":4,"repost":{"id":"1170786685","pubTimestamp":1627369725,"share":"https://ttm.financial/m/news/1170786685?lang=&edition=fundamental","pubTime":"2021-07-27 15:08","market":"us","language":"en","title":"Judge Extends Deadline for FTC to Refile Facebook Antitrust Suit","url":"https://stock-news.laohu8.com/highlight/detail?id=1170786685","media":"The Wall Street Journal","summary":"Agency has until Aug. 19 to amend suit after judge’s earlier dismissal","content":"<p>WASHINGTON—The Federal Trade Commission has until Aug. 19 to file an amended version of its antitrust lawsuit against&nbsp;Facebook&nbsp;Inc.&nbsp;after a judge granted the agency an extension.</p>\n<p>Judge James E. Boasberg of the U.S. District Court for the District of Columbia had previously set a July 29 deadline after saying the agency&nbsp;hadn’t supported its claims&nbsp;that Facebook has monopoly power in personal social-networking services. His dismissal of the suit cited in part how the FTC calculated the company’s market share.</p>\n<p>The FTC asked for the filing extension Friday, saying Facebook didn’t oppose it; and Judge Boasberg approved the request.&nbsp;After the agency files an amended suit, Facebook would have until Oct. 4 to respond. Subsequently, the two sides may be able to file additional counterarguments.</p>\n<p>Facebook&nbsp;has sought the recusal&nbsp;of FTC Chairwoman Lina Khan from the agency’s deliberations on whether to file a new antitrust case, arguing she couldn’t be impartial because of her long history of criticizing it and other big-tech firms.</p>\n<p>The FTC has declined to comment on the demand.</p>\n<p>Ms. Khan had said previously that she would consult with FTC ethics officials if recusal questions arose.</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>Judge Extends Deadline for FTC to Refile Facebook Antitrust Suit</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\">\nJudge Extends Deadline for FTC to Refile Facebook Antitrust Suit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/judge-extends-deadline-for-ftc-to-refile-facebook-antitrust-suit-11627320720?mod=hp_lista_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON—The Federal Trade Commission has until Aug. 19 to file an amended version of its antitrust lawsuit against Facebook Inc. after a judge granted the agency an extension.\nJudge James E. ...</p>\n\n<a href=\"https://www.wsj.com/articles/judge-extends-deadline-for-ftc-to-refile-facebook-antitrust-suit-11627320720?mod=hp_lista_pos2\">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.wsj.com/articles/judge-extends-deadline-for-ftc-to-refile-facebook-antitrust-suit-11627320720?mod=hp_lista_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170786685","content_text":"WASHINGTON—The Federal Trade Commission has until Aug. 19 to file an amended version of its antitrust lawsuit against Facebook Inc. after a judge granted the agency an extension.\nJudge James E. Boasberg of the U.S. District Court for the District of Columbia had previously set a July 29 deadline after saying the agency hadn’t supported its claims that Facebook has monopoly power in personal social-networking services. His dismissal of the suit cited in part how the FTC calculated the company’s market share.\nThe FTC asked for the filing extension Friday, saying Facebook didn’t oppose it; and Judge Boasberg approved the request. After the agency files an amended suit, Facebook would have until Oct. 4 to respond. Subsequently, the two sides may be able to file additional counterarguments.\nFacebook has sought the recusal of FTC Chairwoman Lina Khan from the agency’s deliberations on whether to file a new antitrust case, arguing she couldn’t be impartial because of her long history of criticizing it and other big-tech firms.\nThe FTC has declined to comment on the demand.\nMs. Khan had said previously that she would consult with FTC ethics officials if recusal questions arose.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800395557,"gmtCreate":1627276303679,"gmtModify":1703486553306,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Let’s see","listText":"Let’s see","text":"Let’s see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800395557","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&amp;P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter &amp; Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter &amp; Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","TSLA":"特斯拉","FORD":"福沃德工业","BA":"波音","AMZN":"亚马逊","AAPL":"苹果","SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235633,"gmtCreate":1642026812266,"gmtModify":1676533671959,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235633","repostId":"1158975441","repostType":4,"repost":{"id":"1158975441","pubTimestamp":1642001580,"share":"https://ttm.financial/m/news/1158975441?lang=&edition=fundamental","pubTime":"2022-01-12 23:33","market":"us","language":"en","title":"U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1158975441","media":"Bloomberg","summary":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot infla","content":"<html><head></head><body><p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.</p><p>The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.</p><p>Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.</p><p>The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.</p><p>The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.</p><p>Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.</p><p>Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&amp;P 500 opened higher.</p><p>“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”</p><p>The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.</p><p>“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.</p><p>Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.</p><p>What Bloomberg Economics Says...</p><p>“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”</p><p>-- Andrew Husby and Yelena Shulyatyeva, economists</p><p>Shelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.</p><p>Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.</p><p>Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.</p><p>The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.</p><p>On a December-December basis, the increase in the CPI was the largest advance since 1981.</p><p>The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.</p></body></html>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/inflation-u-registers-biggest-annual-133249802.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158975441","content_text":"U.S. consumer prices soared last year by the most in nearly four decades, illustrating red-hot inflation that sets the stage for the start of Federal Reserve interest-rate hikes as soon as March.The consumer price index climbed 7% in 2021, the largest 12-month gain since June 1982, according to Labor Department data released Wednesday. The widely followed inflation gauge rose 0.5% from November, exceeding forecasts.Excluding the volatile food and energy components, so-called core prices accelerated from a month earlier, rising by a larger-than-forecast 0.6%. The measure jumped 5.5% from a year earlier, the biggest advance since 1991.The increase in the CPI was led by higher prices for shelter and used vehicles. Food costs also contributed. Energy prices, which were a key driver of inflation through most of 2021, fell last month.The data bolster expectations that the Fed will begin raising interest rates in March, a sharp policy adjustment from the timeline projected just a few months ago. High inflation has proven more stubborn and widespread than the central bank predicted amid unprecedented demand for goods along with capacity constraints related to the supply of both labor and materials.Meanwhile, the unemployment rate has now fallen below 4%. Against this evolving backdrop, some Fed policy makers have said that it could be appropriate to begin shrinking the central bank’s balance sheet soon after raising rates.Market expectations for Fed tightening expected in March and 2022 as a whole were largely unchanged after the report. Yields on 10-year Treasuries remained lower with the dollar, while the S&P 500 opened higher.“In terms of where the Fed is on their dual mandate -- inflation and the labor market -- they’re basically there,” Michael Gapen, chief U.S. economist at Barclays Plc, said on Bloomberg Television. “I don’t really think anything stops them going in March except one of these kind of outlier events. I think they’re ready.”The energy index declined 0.4% from November, the first monthly decline since April as gasoline prices slid. Food inflation climbed 0.5%, a slight deceleration from the previous month due to falling costs for meats.“What we have now is a mismatch between demand and supply. We have very strong demand in areas where supply is constrained, particularly around goods, particularly around things like cars,” Fed Chair Jerome Powell told the Senate Banking Committee on Tuesday.Desperate to fill open positions, businesses are increasing pay to attract and retain workers, particularly at the lower end. But rising prices are eroding those wage advances. Inflation-adjusted average hourly earnings dropped 2.4% in December from a year earlier, the biggest drop since May, separate data showed Wednesday. However, compared with a month earlier, they rose 0.1%, the first gain in three months.What Bloomberg Economics Says...“The December CPI showed strong demand and supply bottlenecks still at play, with goods inflation driven higher by auto and apparel prices. A step-down in services prices may prove misleading, with shelter costs set to be a growing source of upward pressure in 2022.”-- Andrew Husby and Yelena Shulyatyeva, economistsShelter costs -- which are considered to be a more structural component of the CPI and make up about a third of the overall index -- rose 0.4% from the prior month. Other gauges of home prices and rents have surged last year, likely presaging a sharp acceleration in the report’s housing metrics this year and offering an enduring tailwind to inflation.Omicron -- the dominant Covid-19 variant in the U.S. -- is poised to further disrupt already fragile supply chains as quarantines and illness prevent some employees from going to work. Spending on services like travel may slow, pushing down prices, but goods prices may move higher.Nonetheless, the impact is expected to be temporary. Economists expect CPI growth to moderate to around 3% over the course of 2022, which will depend on supply chains normalizing and energy prices leveling off. However, higher rents, robust wage growth, subsequent waves of Covid-19 and lingering supply constraints all pose upside risks to the inflation outlook.The persistently high inflation is also likely to maintain a high hurdle for President Joe Biden and Democrats to revive their roughly $2 trillion tax-and-spending package, after a key lawmaker, West Virginia Senator Joe Manchin, objected to the legislation in part because of the surge in prices.On a December-December basis, the increase in the CPI was the largest advance since 1981.The inflation environment changed markedly in 2021 compared with the prior year when a pandemic-related slowdown in demand led to the smallest calendar-year gain in the CPI since 2015.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004872190,"gmtCreate":1642563739515,"gmtModify":1676533723643,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004872190","repostId":"1145231721","repostType":4,"repost":{"id":"1145231721","pubTimestamp":1642560526,"share":"https://ttm.financial/m/news/1145231721?lang=&edition=fundamental","pubTime":"2022-01-19 10:48","market":"us","language":"en","title":"Microsoft Takes Out Activision: Everything You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1145231721","media":"Seeking Alpha","summary":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium c","content":"<html><head></head><body><p>Summary</p><ul><li>Microsoft will acquire Activision Blizzard for $95 per share.</li><li>This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.</li><li>This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.</li><li>Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.</li></ul><p>Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI&#39;s not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.</p><p><b>ATVI Overview</b></p><p>Activision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company&#39;s products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company&#39;s IP can be seen in the following graphic:</p><p><img src=\"https://static.tigerbbs.com/2f0c27788cd938b9ac5d39da69065280\" tg-width=\"640\" tg-height=\"580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ATVI IP</p><p><b>ATVI presentation</b></p><p>There is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI&#39;s free-to-play mobile games. Still, even the company&#39;s premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI&#39;s most recent quarterly report.</p><p><img src=\"https://static.tigerbbs.com/11e56e2b4367c7533b790c0167186de6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Over the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn&#39;t have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.</p><p>The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI&#39;s actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.</p><p><b>The Deal With Microsoft</b></p><p>Microsoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don&#39;t have to worry about dilution.</p><p>At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.</p><p>Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI&#39;s net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn&#39;t a low amount of money, but it isn&#39;t especially much, either. In fact, ATVI&#39;s cash flow multiple (at the takeover price) of around 23 is lower than Microsoft&#39;s current cash flow multiple of 28.</p><p>Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.</p><p>At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft&#39;s gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft&#39;s massive resources, investments in ATVI&#39;s franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn&#39;t be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI&#39;s IP, which should also drive sales for Microsoft&#39;s gaming hardware side.</p><p><b>What It Means For ATVI And MSFT Shareholders</b></p><p>For Microsoft&#39;s shareholders, this seems like a huge win - which is why I was surprised to see MSFT&#39;s shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company&#39;s position in a huge growth market. There is, from Microsoft&#39;s side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.</p><p>For Activision Blizzard&#39;s shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI&#39;s shareholders are getting a pretty reasonable payment here.</p><p>I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won&#39;t receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year&#39;s net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).</p><p>For those ATVI investors that want to have exposure to ATVI&#39;s IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Takes Out Activision: Everything You Need To Know</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\">\nMicrosoft Takes Out Activision: Everything You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480128-msft-takes-out-atvi><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480128-msft-takes-out-atvi\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ATVI":"动视暴雪"},"source_url":"https://seekingalpha.com/article/4480128-msft-takes-out-atvi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145231721","content_text":"SummaryMicrosoft will acquire Activision Blizzard for $95 per share.This makes for a hefty premium compared to where ATVI traded in recent months, but ATVI traded at higher prices one year ago.This deal makes a lot of sense for MSFT, as it will be accretive while there is also a strategic rationale to get gaming IP.Looking for a helping hand in the market? Members of Cash Flow Kingdom get exclusive ideas and guidance to navigate any climate.Activision Blizzard, Inc. (ATVI), a leading gaming company, is getting acquired by Microsoft (MSFT), one of the largest tech companies in the world. The deal allows for compelling share price gains for those that bought into ATVI in the recent past when shares were pretty inexpensive. At the same time, I do believe that the takeover also makes a lot of sense for Microsoft. Not only is the deal immediately accretive thanks to ATVI's not very demanding valuation, but Microsoft is also able to access strong intellectual properties and will grow its strategic gaming division massively thanks to this takeover.ATVI OverviewActivision Blizzard is a company that was, in its current form, created in 2007 when Vivendi (which owned Blizzard) and Activision agreed on a merger. Activision Blizzard is one of the largest gaming companies in the world, with annual sales of around $10 billion. Its intellectual property includes many established and sought-after franchises, including the Call of Duty franchise, the Tony Hawk franchise, the Warcraft and StarCraft franchises, the Diablo franchise, and many more. Some of the company's products utilize a free-to-play approach where in-game upgrades etc. can be purchased, such as Candy Crush. Other titles, such as the CoD franchise, come with a one-time purchase price, while others, such as World of Warcraft, require a monthly subscription fee. Some of the company's IP can be seen in the following graphic:ATVI IPATVI presentationThere is a wide range of products addressing different groups of gamers across age groups, platforms (mobile, PC, gaming consoles), and content. This allows ATVI to address hundreds of millions of gamers with its products, although it should be noted that many of those users are non-paying gamers that play ATVI's free-to-play mobile games. Still, even the company's premium products, such as the CoD franchise and the Blizzard products, have monthly users of more than 100 million (in total), per ATVI's most recent quarterly report.Data byYChartsOver the last decade, ATVI has grown its revenue by 100%, and its cash flow by 200%. This makes for an annual growth rate of 7% and 12%, respectively, which I deem attractive. Revenue growth is, at least partially, driven by the growth across the global gaming industry. Playing games across a wide range of platforms is a type of entertainment that is becoming more popular over time, and thatgains shareversus other forms of entertainment, such as watching TV. In this growing market, ATVI didn't have any problems in generating business growth. Thanks to its strong IP and some takeovers, the company was able to grow its business quite meaningfully. Operating leverage, in turn, allowed the company to grow its profits and cash flow significantly faster than its revenue. Producing a title does come with relatively fixed costs, and selling the title to a growing number of consumers leads to outsized gains in profits and cash flow.The global gaming market will, according to most forecasts, continue to grow rapidly for the foreseeable future. Some experts forecast that revenues will grow by10%+through the 2020s. Even if that turns out to be a too aggressive estimate, it seems pretty clear that global gaming sales will rise in the future. Current consensus estimates see ATVI grow its revenue from a little more than $9 billion this year to $18 billion in 2027, while its earnings per share are forecasted to grow from $3.80 this year to more than $9 over the same time frame. These analyst estimates may not be 100% precise, but they should be in the ballpark of where ATVI's actual results will land. Clearly, Activision Blizzard is thus a company with a compelling longer-term growth outlook, thanks primarily to strong macro tailwinds for its industry.The Deal With MicrosoftMicrosoft agreed to acquire Activision Blizzard for$95 per share, which makes for a 45% premium to the price per share before the deal was announced. This will be an all-cash deal, thus Microsoft will not issue any new shares to finance the acquisition - investors thus don't have to worry about dilution.At the time of writing, ATVI trades at $86 per share, there thus is considerable room left versus the takeover price of $95. The takeover process will take some time, however, and management has guided that the deal will likely close in 2023. Investors will thus have to wait quite some time if they want to hold out for $95 per share, which is why I believe that selling in the high $80s or low $90s could make sense, as funds could be deployed elsewhere. Investors should also consider the risk that the acquisition could fall through, although I do not deem this particularly likely. It should be noted that it is also possible that another suitor comes out with a competing bid in the coming months, although I do not deem this especially likely, either.Based on a share count of around 780 million, the deal values the company at $74 billion. We should adjust this for ATVI's net cash position, however, which stands at $6 billion. The actual price that Microsoft will pay for Activision Blizzard, net of cash and debt acquired, is thus $68 billion. For a company with around $3 billion in operating cash flow that isn't a low amount of money, but it isn't especially much, either. In fact, ATVI's cash flow multiple (at the takeover price) of around 23 is lower than Microsoft's current cash flow multiple of 28.Microsoft is thus acquiring a company that is cheaper than Microsoft itself, even factoring in the takeover premium. At the same time, ATVI is forecasted to grow faster than MSFT, thus this deal looks pretty good for Microsoft: Microsoft can use a portion of its (non-productive) cash pile to acquire a company that is growing faster than itself and that trades at a lower valuation.At the same time, there is also a strong strategic rationale for Microsoft to do this takeover. Microsoft's gaming franchise is solid, but lacking scale and strong/attractive intellectual property. By acquiring ATVI, with its established huge franchises, such as CoD or Diablo, Microsoft can strengthen its position in an area where it is currently looking relatively weak. At the same time, with Microsoft's massive resources, investments in ATVI's franchises could be increased, which would possibly allow for a better output when it comes to class A titles in the future. Since Microsoft already owns one of the major gaming platforms (Xbox), getting a stronger hold on the software side will make Microsoft a stronger player in the gaming industry overall. I wouldn't be surprised to see Microsoft develop more exclusive Xbox titles in the future, using ATVI's IP, which should also drive sales for Microsoft's gaming hardware side.What It Means For ATVI And MSFT ShareholdersFor Microsoft's shareholders, this seems like a huge win - which is why I was surprised to see MSFT's shares decline initially. Microsoft gets to deploy cash in an accretive way (more accretive than buybacks) while strengthening the company's position in a huge growth market. There is, from Microsoft's side, nothing to dislike about this deal, I believe. I personally think that it makes more sense than the LinkedIn acquisition, for example.For Activision Blizzard's shareholders, the acquisition looks pretty solid as well - especially for those that bought when shares were pretty inexpensive over the last couple of months. Those that bought in early 2021, when shares traded at as much as $100, might feel that the takeover price is too low. A case could be made that ATVI deserves a higher takeover price based on its future growth outlook, but I believe that ATVI's shareholders are getting a pretty reasonable payment here.I own shares in both companies, with the ATVI position being a relatively new one, bought in late 2021 at around $65 per share (missing the bottom, which was at $56). I am happy to bag a 30%+ return for a couple of months and plan to sell my shares in the near term, even though I won't receive the full $95 per share by doing so. I might deploy some of the proceeds into MSFT, although not all of them, as I deem Microsoft pretty expensive right now. MSFT is, after all, trading at more than 33x this year's net profits (ATVI, for reference, was trading at just 17x forward profits when I bought my stake).For those ATVI investors that want to have exposure to ATVI's IP, buying MSFT is a logical choice, although they should be clear about the fact that ATVI will only be a relatively small part of the much bigger MSFT. For those that want to deploy their money into a 100% gaming-focused pick, Take-Two Interactive (TTWO) could be a reasonable choice - its shares have become less expensive following the announcement of the Zynga (ZNGA) deal, and TTWO owns strong IP as well (e.g., GTA).","news_type":1},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006525840,"gmtCreate":1641789915274,"gmtModify":1676533648499,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Black Rock the best&nbsp;","listText":"Black Rock the best&nbsp;","text":"Black Rock the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006525840","repostId":"1167567792","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002235833,"gmtCreate":1642026788856,"gmtModify":1676533671951,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"No brainer. Just buy and hodl. No paper hands!!","listText":"No brainer. Just buy and hodl. No paper hands!!","text":"No brainer. Just buy and hodl. No paper hands!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002235833","repostId":"1114732808","repostType":4,"repost":{"id":"1114732808","pubTimestamp":1641995536,"share":"https://ttm.financial/m/news/1114732808?lang=&edition=fundamental","pubTime":"2022-01-12 21:52","market":"us","language":"en","title":"Palantir: Worth $10, But I'll Buy At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=1114732808","media":"seekingalpha","summary":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look strong","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.</li><li>I see improved profitability in the future and a service that competitors will struggle to replicate.</li><li>Macro headwinds are a challenge, but just.</li><li>At worst, Palantir is worth $10, but I&#39;d definitely add at $15. There&#39;s still plenty of room for the company to surprise investors.</li></ul><p><b>Thesis Summary</b></p><p>Palantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.</p><p>Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.</p><p>What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.</p><p><b>Palantir does have a moat (for now)</b></p><p>One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.</p><p>Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.</p><p>Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.</p><p>It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.</p><p><b>Economies of scale are happening</b></p><p>The other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.</p><p>But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&amp;A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.</p><p><b>How much is Palantir worth now and in the future?</b></p><p>With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.</p><p>In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f751d9a2d6909956f9ca75d692d1eb3\" tg-width=\"717\" tg-height=\"261\" width=\"100%\" height=\"auto\"/><span>Palantir Growth</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c17b0966870585d0f4bc51a488ddb\" tg-width=\"728\" tg-height=\"759\" width=\"100%\" height=\"auto\"/><span>Palantir Shares</span></p><p>The projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.</p><p>With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.</p><p>In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.</p><p>Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.</p><p>Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.</p><p><b>Other considerations</b></p><p>I think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.</p><p>As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.</p><p><b>Takeaway</b></p><p>Certainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.</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>Palantir: Worth $10, But I'll Buy At $15</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Worth $10, But I'll Buy At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle...</p>\n\n<a href=\"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114732808","content_text":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle to replicate.Macro headwinds are a challenge, but just.At worst, Palantir is worth $10, but I'd definitely add at $15. There's still plenty of room for the company to surprise investors.Thesis SummaryPalantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.Palantir does have a moat (for now)One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.Economies of scale are happeningThe other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.How much is Palantir worth now and in the future?With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.Palantir GrowthPalantir SharesThe projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.Other considerationsI think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.TakeawayCertainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006904613,"gmtCreate":1641568494842,"gmtModify":1676533630247,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006904613","repostId":"1139053184","repostType":4,"repost":{"id":"1139053184","pubTimestamp":1641563188,"share":"https://ttm.financial/m/news/1139053184?lang=&edition=fundamental","pubTime":"2022-01-07 21:46","market":"us","language":"en","title":"KKR, BMG Acquire Songwriter John Legend’s Music Catalog","url":"https://stock-news.laohu8.com/highlight/detail?id=1139053184","media":"Bloomberg","summary":"John Legend joined the growing list of superstars cashing in on the boom market for music rights, se","content":"<html><head></head><body><p>John Legend joined the growing list of superstars cashing in on the boom market for music rights, selling a catalog dating back to his first album to an alliance of KKR &amp; Co. and BMG.</p><p>The songwriter and performer sold both the copyrights as well as the rights to receive royalties from music he wrote from late 2004 through early last year, according to a regulatory filing. DL Music IP LP, an affiliate of San Francisco-based KKR Credit Advisors (US) LLC, and BMG Rights Management (US) LLC each purchased a 50% stake in the catalog. Financial terms of the agreement weren’t disclosed.</p><p>Amid rising demand from private equity firms such as KKR, artists such as Bob Dylan, Stevie Nicks and Neil Young have struck blockbuster deals for their work, capped last month by Bruce Springsteen’s sale of his entire recorded music and songwriting catalogs for a reported $500 million. KKR and BMG said last year they’d partner to acquire catalogs, and in December announced a deal for the music interests of rock trio ZZ Top.</p><p>Legend, 43, is at a much earlier stage in his career than the likes of Dylan and Springsteen, and thus his future releases and continued presence in public should help drive streaming revenue from the songs purchased by KKR and BMG.</p><p>“It’s a great time to be a seller because the valuations are so high,” said Eli Ball, founder of Lyric Financial, a provider of financial services to the music community that’s owned by Utopia Music. “Legend is still at the top of his game, and he has even more platforms to exploit his music, which is good for him, KKR and BMG.”</p><p>BMG didn’t immediately respond to requests for comment on the deal. A KKR spokesman declined to comment, as did David Levin, Legend’s business manager. The deal was struck in September, according to the filing, but not otherwise announced.</p><p>BMG has worked with Legend since it acquired his music publisher, Cherry Lane Music Publishing Co., in 2010. BMG had also previously served as co-publisher and administrator of ZZ Top’s publishing catalog.</p><p>Entertainment Mogul</p><p>Dubbed “Music Mogul of the Year” by Variety in 2020, Legend released his debut studio album “Get Lifted,” on Dec. 28, 2004, and has gone on to expand into other areas of the entertainment field, in part through the founding of a production studio that’s created shows for Netflix Inc. and ABC. Variety estimates that Legend, born John Roger Stephens before adopting his stage name, takes in between $50 million and $100 million annually from his various enterprises, including LVE, his Napa Valley wine brand.</p><p>KKR has spent heavily since announcing its alliance with BMG, a unit of Germany’s Bertelsmann SE, in March to acquire music catalogs. In a separate deal, KKR paired up with Dundee Partners to purchase a portfolio of song rights from Kobalt Capital Ltd. in October for about $1.1 billion.</p><p>The agreement with Legend covers “all present and future accounts and payment intangibles” for the right to collect royalties and other income from music he composed or wrote from Dec. 1, 2004, to Jan. 1, 2021, as well as the copyrights to the works, according to a Uniform Commercial Code financing statement filed in November in New York state, where John Legend Music Inc. is based.</p><p>The UCC financing statement shows KKR and BMG have a claim on the music, preventing the assets from potentially being sold or pledged as collateral to another party. John Beiter, a Nashville, Tennessee-based entertainment attorney who reviewed the document, said it appears to describe a catalog sale.</p><p>“The people with the capital have realized that music is a good bet,” Beiter said. “Among speculative investments, it’s a lot less speculative than other things because the future looks bright for music being performed via streaming.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>KKR, BMG Acquire Songwriter John Legend’s Music Catalog</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\">\nKKR, BMG Acquire Songwriter John Legend’s Music Catalog\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 21:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>John Legend joined the growing list of superstars cashing in on the boom market for music rights, selling a catalog dating back to his first album to an alliance of KKR & Co. and BMG.The songwriter ...</p>\n\n<a href=\"https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KKR":"KKR & Co L.P."},"source_url":"https://finance.yahoo.com/news/john-legend-sells-music-catalog-233946432.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139053184","content_text":"John Legend joined the growing list of superstars cashing in on the boom market for music rights, selling a catalog dating back to his first album to an alliance of KKR & Co. and BMG.The songwriter and performer sold both the copyrights as well as the rights to receive royalties from music he wrote from late 2004 through early last year, according to a regulatory filing. DL Music IP LP, an affiliate of San Francisco-based KKR Credit Advisors (US) LLC, and BMG Rights Management (US) LLC each purchased a 50% stake in the catalog. Financial terms of the agreement weren’t disclosed.Amid rising demand from private equity firms such as KKR, artists such as Bob Dylan, Stevie Nicks and Neil Young have struck blockbuster deals for their work, capped last month by Bruce Springsteen’s sale of his entire recorded music and songwriting catalogs for a reported $500 million. KKR and BMG said last year they’d partner to acquire catalogs, and in December announced a deal for the music interests of rock trio ZZ Top.Legend, 43, is at a much earlier stage in his career than the likes of Dylan and Springsteen, and thus his future releases and continued presence in public should help drive streaming revenue from the songs purchased by KKR and BMG.“It’s a great time to be a seller because the valuations are so high,” said Eli Ball, founder of Lyric Financial, a provider of financial services to the music community that’s owned by Utopia Music. “Legend is still at the top of his game, and he has even more platforms to exploit his music, which is good for him, KKR and BMG.”BMG didn’t immediately respond to requests for comment on the deal. A KKR spokesman declined to comment, as did David Levin, Legend’s business manager. The deal was struck in September, according to the filing, but not otherwise announced.BMG has worked with Legend since it acquired his music publisher, Cherry Lane Music Publishing Co., in 2010. BMG had also previously served as co-publisher and administrator of ZZ Top’s publishing catalog.Entertainment MogulDubbed “Music Mogul of the Year” by Variety in 2020, Legend released his debut studio album “Get Lifted,” on Dec. 28, 2004, and has gone on to expand into other areas of the entertainment field, in part through the founding of a production studio that’s created shows for Netflix Inc. and ABC. Variety estimates that Legend, born John Roger Stephens before adopting his stage name, takes in between $50 million and $100 million annually from his various enterprises, including LVE, his Napa Valley wine brand.KKR has spent heavily since announcing its alliance with BMG, a unit of Germany’s Bertelsmann SE, in March to acquire music catalogs. In a separate deal, KKR paired up with Dundee Partners to purchase a portfolio of song rights from Kobalt Capital Ltd. in October for about $1.1 billion.The agreement with Legend covers “all present and future accounts and payment intangibles” for the right to collect royalties and other income from music he composed or wrote from Dec. 1, 2004, to Jan. 1, 2021, as well as the copyrights to the works, according to a Uniform Commercial Code financing statement filed in November in New York state, where John Legend Music Inc. is based.The UCC financing statement shows KKR and BMG have a claim on the music, preventing the assets from potentially being sold or pledged as collateral to another party. John Beiter, a Nashville, Tennessee-based entertainment attorney who reviewed the document, said it appears to describe a catalog sale.“The people with the capital have realized that music is a good bet,” Beiter said. “Among speculative investments, it’s a lot less speculative than other things because the future looks bright for music being performed via streaming.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945922275,"gmtCreate":1681353139197,"gmtModify":1681356501269,"author":{"id":"4088386203148510","authorId":"4088386203148510","name":"Divaker","avatar":"https://static.tigerbbs.com/9e435a4bfc3b2b1a28ed7d3cae0516cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386203148510","idStr":"4088386203148510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on.&nbsp; Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Come on.&nbsp; Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell now.&nbsp;","text":"$Alibaba(09988)$ Come on. Fundamentals trumps temp news. Eventually this stock will hit 200. No reason to sell 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