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2022-05-05

Oof

Pre-Bell｜U.S. Stock Futures Slip; Booking Surged 10.1%

2022-04-29

Nice

Tiger Chart｜Berkshire Hathaway's Top 10 Stock Holdings Review

2022-04-26

Biceee

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2022-04-25

Hmmmm

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2022-04-23

Nicee

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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":1651752337,"share":"https://ttm.financial/m/news/1136461761?lang=&edition=fundamental","pubTime":"2022-05-05 20:05","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Slip; Booking Surged 10.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136461761","media":"Tiger Newspress","summary":"Stock futures fell in early morning trade Thursday, putting Wall Street on track to give back some o","content":"<html><head></head><body><p>Stock futures fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp gains seen in the previous session after the Federal Reserve raised rates by half a point.</p><h2><b>Market Snapshot</b></h2><p>At 08:03 a.m. ET, Dow e-minis were down 168 points, or 0.49%, S&amp;P 500 e-minis were down 27.75 points, or 0.65%, and Nasdaq 100 e-minis were down 109 points, or 0.81%.</p><p><img src=\"https://static.tigerbbs.com/2b7373f8dbcb63994b73d3e702abdab0\" tg-width=\"425\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p>Twitter(TWTR) – Twitter rose 1.5% in premarket action after Elon Musk detailed $7.2 billion in financing commitments for his deal to buy the company. An SEC filing shows Oracle co-founder Larry Ellison and investor Ron Baron are among those committing funds.</p><p>SeaWorld(SEAS) – The theme park operator’s stock rose 1% in the premarket after it reported a smaller-than-expected quarterly loss and saw revenue exceed estimates as attendance topped pre-pandemic levels</p><p>Spirit Airlines(SAVE) – Spirit reported an adjusted quarterly loss of $1.60 per share, wider than the 58-cent loss Wall Street had anticipated, with revenue also below forecasts. Spirit shares lost 1.4% in premarket trading.</p><p>Kontoor Brands(KTB) – The company behind the Wrangler and Lee apparel brands beat estimates by 20 cents with adjusted quarterly earnings of $1.43 per share, and revenue also above estimates. Kontoor raised its full-year forecast, although it cut its current-quarter outlook due to Covid lockdowns in China.</p><p>Shopify(SHOP) – Shopify plummeted 14.1% in premarket trading after it reported adjusted quarterly earnings of 20 cents per share, well below the 64-cent consensus estimate. The e-commerce platform also gave a cautious outlook as lockdown-inspired growth slows amid the absence of new consumer stimulus money.</p><p>Wayfair(W) – The online home goods retailer’s shares tumbled 6.4% in the premarket after it reported an adjusted quarterly loss of $1.96 per share, 40 cents wider than expected, although revenue matched forecasts. Active customer numbers were down 23.4% compared to a year earlier.</p><p>Booking Holdings(BKNG) – Booking Holdings surged 10.1% in premarket trading after reporting better-than-expected quarterly profit and revenue driven by a jump in demand for the travel services company. The parent of Priceline and other services earned an adjusted $3.90 per share, well above the 90-cent consensus estimate.</p><p>Twilio(TWLO) – Twilio shares added 2.4% in the premarket with the cloud communications company reporting a breakeven quarter, on an adjusted basis. Analysts had expected a loss of 22 cents per share, and revenue also exceeded Wall Street forecasts.</p><p>Etsy(ETSY) – Etsy tumbled 12.5% in premarket action despite earnings that matched expectations and better-than-expected revenue for the online marketplace operator. The stock came under pressure after Etsy’s current-quarter guidance was weaker than expected amid a drop in disposable income for consumers.</p><p>EBay(EBAY) – eBay shares fell 7.8% in premarket trading on a weaker-than-expected revenue forecast, even as the e-commerce company beat profit and revenue predictions for its most recent quarter. Inflation and a return to pre-pandemic shopping habits are among the factors weighing on forecasts from eBay and other e-commerce companies.</p><p>Sunrun(RUN) – Sunrun rallied 12.8% in premarket trading after the solar company reported first-quarter revenue that was much better than expected, even though its quarterly loss was wider than expected. Sunrun said it had implemented “meaningful” price hikes to offset higher costs and demand for solar equipment remained strong.</p><h2><b>Market News</b></h2><h3>Berkshire Holds 15.2% of Occidental Petroleum After $350 Million of Buys This Week</h3><p>Berkshire Hathaway bought about $350 million of stock in <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> on Monday and Tuesday, lifting its stake in the energy company to $8.8 billion, according to a regulatory filing Wednesday evening.</p><p>Berkshire Hathaway (BRK.A, BRK.B) purchased 5.9 million shares of Occidental Petroleum <a href=\"https://laohu8.com/S/OXY\">$(OXY)$</a> on Monday and Tuesday, with nearly all the purchases occurring on Monday. Berkshire now holds 142.3 million shares of Occidental, a 15.2% interest.</p><h3>Bill Gates Says Elon Musk’s Approach to Misinformation Could Make Twitter Worse</h3><p>Bill Gates said that he isn’t sure of Elon Musk’s motives in buying <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc. </a> and that social media must play a role in curbing the spread of misinformation.</p><p>“He actually could make it worse,” Gates said of Musk’s potential impact on the platform, speaking Wednesday at The Wall Street Journal’s CEO Council Summit. But, he said, “That’s not his track record.”</p><h3>Shell Posts Record Profit on High Energy Prices and Trading Boost</h3><p>Shell reported on Thursday a profit of $9.13 billion in the first quarter, its highest ever, boosted by higher oil and gas prices and a strong performance of its trading division.</p><p>Shell joins sector rivals, including BP and TotalEnergies, which also saw a sharp rise in profits driven by energy prices and strong trading. Norway&#39;s Equinor, a major seller of gas in Europe, reported record earnings on Wednesday.</p><h3>Twilio Rises After Q1 Results Top Estimates</h3><p>Twilio shares rose after the customer engagement software company posted first-quarter results that beat expectations but said growth would slow in the second-quarter.</p><p>For the period ending March 31, the Jeff Lawson-led company said it broke even on $875.4 million in revenue, up 48% year-over-year.</p><p>A consensus of Wall Street analysts estimated the company would lose 21 cents per share and generate $863.81 million in revenue for the period.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Slip; Booking Surged 10.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Slip; Booking Surged 10.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-05 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp gains seen in the previous session after the Federal Reserve raised rates by half a point.</p><h2><b>Market Snapshot</b></h2><p>At 08:03 a.m. ET, Dow e-minis were down 168 points, or 0.49%, S&amp;P 500 e-minis were down 27.75 points, or 0.65%, and Nasdaq 100 e-minis were down 109 points, or 0.81%.</p><p><img src=\"https://static.tigerbbs.com/2b7373f8dbcb63994b73d3e702abdab0\" tg-width=\"425\" tg-height=\"184\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p>Twitter(TWTR) – Twitter rose 1.5% in premarket action after Elon Musk detailed $7.2 billion in financing commitments for his deal to buy the company. An SEC filing shows Oracle co-founder Larry Ellison and investor Ron Baron are among those committing funds.</p><p>SeaWorld(SEAS) – The theme park operator’s stock rose 1% in the premarket after it reported a smaller-than-expected quarterly loss and saw revenue exceed estimates as attendance topped pre-pandemic levels</p><p>Spirit Airlines(SAVE) – Spirit reported an adjusted quarterly loss of $1.60 per share, wider than the 58-cent loss Wall Street had anticipated, with revenue also below forecasts. Spirit shares lost 1.4% in premarket trading.</p><p>Kontoor Brands(KTB) – The company behind the Wrangler and Lee apparel brands beat estimates by 20 cents with adjusted quarterly earnings of $1.43 per share, and revenue also above estimates. Kontoor raised its full-year forecast, although it cut its current-quarter outlook due to Covid lockdowns in China.</p><p>Shopify(SHOP) – Shopify plummeted 14.1% in premarket trading after it reported adjusted quarterly earnings of 20 cents per share, well below the 64-cent consensus estimate. The e-commerce platform also gave a cautious outlook as lockdown-inspired growth slows amid the absence of new consumer stimulus money.</p><p>Wayfair(W) – The online home goods retailer’s shares tumbled 6.4% in the premarket after it reported an adjusted quarterly loss of $1.96 per share, 40 cents wider than expected, although revenue matched forecasts. Active customer numbers were down 23.4% compared to a year earlier.</p><p>Booking Holdings(BKNG) – Booking Holdings surged 10.1% in premarket trading after reporting better-than-expected quarterly profit and revenue driven by a jump in demand for the travel services company. The parent of Priceline and other services earned an adjusted $3.90 per share, well above the 90-cent consensus estimate.</p><p>Twilio(TWLO) – Twilio shares added 2.4% in the premarket with the cloud communications company reporting a breakeven quarter, on an adjusted basis. Analysts had expected a loss of 22 cents per share, and revenue also exceeded Wall Street forecasts.</p><p>Etsy(ETSY) – Etsy tumbled 12.5% in premarket action despite earnings that matched expectations and better-than-expected revenue for the online marketplace operator. The stock came under pressure after Etsy’s current-quarter guidance was weaker than expected amid a drop in disposable income for consumers.</p><p>EBay(EBAY) – eBay shares fell 7.8% in premarket trading on a weaker-than-expected revenue forecast, even as the e-commerce company beat profit and revenue predictions for its most recent quarter. Inflation and a return to pre-pandemic shopping habits are among the factors weighing on forecasts from eBay and other e-commerce companies.</p><p>Sunrun(RUN) – Sunrun rallied 12.8% in premarket trading after the solar company reported first-quarter revenue that was much better than expected, even though its quarterly loss was wider than expected. Sunrun said it had implemented “meaningful” price hikes to offset higher costs and demand for solar equipment remained strong.</p><h2><b>Market News</b></h2><h3>Berkshire Holds 15.2% of Occidental Petroleum After $350 Million of Buys This Week</h3><p>Berkshire Hathaway bought about $350 million of stock in <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> on Monday and Tuesday, lifting its stake in the energy company to $8.8 billion, according to a regulatory filing Wednesday evening.</p><p>Berkshire Hathaway (BRK.A, BRK.B) purchased 5.9 million shares of Occidental Petroleum <a href=\"https://laohu8.com/S/OXY\">$(OXY)$</a> on Monday and Tuesday, with nearly all the purchases occurring on Monday. Berkshire now holds 142.3 million shares of Occidental, a 15.2% interest.</p><h3>Bill Gates Says Elon Musk’s Approach to Misinformation Could Make Twitter Worse</h3><p>Bill Gates said that he isn’t sure of Elon Musk’s motives in buying <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc. </a> and that social media must play a role in curbing the spread of misinformation.</p><p>“He actually could make it worse,” Gates said of Musk’s potential impact on the platform, speaking Wednesday at The Wall Street Journal’s CEO Council Summit. But, he said, “That’s not his track record.”</p><h3>Shell Posts Record Profit on High Energy Prices and Trading Boost</h3><p>Shell reported on Thursday a profit of $9.13 billion in the first quarter, its highest ever, boosted by higher oil and gas prices and a strong performance of its trading division.</p><p>Shell joins sector rivals, including BP and TotalEnergies, which also saw a sharp rise in profits driven by energy prices and strong trading. Norway&#39;s Equinor, a major seller of gas in Europe, reported record earnings on Wednesday.</p><h3>Twilio Rises After Q1 Results Top Estimates</h3><p>Twilio shares rose after the customer engagement software company posted first-quarter results that beat expectations but said growth would slow in the second-quarter.</p><p>For the period ending March 31, the Jeff Lawson-led company said it broke even on $875.4 million in revenue, up 48% year-over-year.</p><p>A consensus of Wall Street analysts estimated the company would lose 21 cents per share and generate $863.81 million in revenue for the period.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136461761","content_text":"Stock futures fell in early morning trade Thursday, putting Wall Street on track to give back some of sharp gains seen in the previous session after the Federal Reserve raised rates by half a point.Market SnapshotAt 08:03 a.m. ET, Dow e-minis were down 168 points, or 0.49%, S&P 500 e-minis were down 27.75 points, or 0.65%, and Nasdaq 100 e-minis were down 109 points, or 0.81%.Pre-Market MoversTwitter(TWTR) – Twitter rose 1.5% in premarket action after Elon Musk detailed $7.2 billion in financing commitments for his deal to buy the company. An SEC filing shows Oracle co-founder Larry Ellison and investor Ron Baron are among those committing funds.SeaWorld(SEAS) – The theme park operator’s stock rose 1% in the premarket after it reported a smaller-than-expected quarterly loss and saw revenue exceed estimates as attendance topped pre-pandemic levelsSpirit Airlines(SAVE) – Spirit reported an adjusted quarterly loss of $1.60 per share, wider than the 58-cent loss Wall Street had anticipated, with revenue also below forecasts. Spirit shares lost 1.4% in premarket trading.Kontoor Brands(KTB) – The company behind the Wrangler and Lee apparel brands beat estimates by 20 cents with adjusted quarterly earnings of $1.43 per share, and revenue also above estimates. Kontoor raised its full-year forecast, although it cut its current-quarter outlook due to Covid lockdowns in China.Shopify(SHOP) – Shopify plummeted 14.1% in premarket trading after it reported adjusted quarterly earnings of 20 cents per share, well below the 64-cent consensus estimate. The e-commerce platform also gave a cautious outlook as lockdown-inspired growth slows amid the absence of new consumer stimulus money.Wayfair(W) – The online home goods retailer’s shares tumbled 6.4% in the premarket after it reported an adjusted quarterly loss of $1.96 per share, 40 cents wider than expected, although revenue matched forecasts. Active customer numbers were down 23.4% compared to a year earlier.Booking Holdings(BKNG) – Booking Holdings surged 10.1% in premarket trading after reporting better-than-expected quarterly profit and revenue driven by a jump in demand for the travel services company. The parent of Priceline and other services earned an adjusted $3.90 per share, well above the 90-cent consensus estimate.Twilio(TWLO) – Twilio shares added 2.4% in the premarket with the cloud communications company reporting a breakeven quarter, on an adjusted basis. Analysts had expected a loss of 22 cents per share, and revenue also exceeded Wall Street forecasts.Etsy(ETSY) – Etsy tumbled 12.5% in premarket action despite earnings that matched expectations and better-than-expected revenue for the online marketplace operator. The stock came under pressure after Etsy’s current-quarter guidance was weaker than expected amid a drop in disposable income for consumers.EBay(EBAY) – eBay shares fell 7.8% in premarket trading on a weaker-than-expected revenue forecast, even as the e-commerce company beat profit and revenue predictions for its most recent quarter. Inflation and a return to pre-pandemic shopping habits are among the factors weighing on forecasts from eBay and other e-commerce companies.Sunrun(RUN) – Sunrun rallied 12.8% in premarket trading after the solar company reported first-quarter revenue that was much better than expected, even though its quarterly loss was wider than expected. Sunrun said it had implemented “meaningful” price hikes to offset higher costs and demand for solar equipment remained strong.Market NewsBerkshire Holds 15.2% of Occidental Petroleum After $350 Million of Buys This WeekBerkshire Hathaway bought about $350 million of stock in Occidental Petroleum on Monday and Tuesday, lifting its stake in the energy company to $8.8 billion, according to a regulatory filing Wednesday evening.Berkshire Hathaway (BRK.A, BRK.B) purchased 5.9 million shares of Occidental Petroleum $(OXY)$ on Monday and Tuesday, with nearly all the purchases occurring on Monday. Berkshire now holds 142.3 million shares of Occidental, a 15.2% interest.Bill Gates Says Elon Musk’s Approach to Misinformation Could Make Twitter WorseBill Gates said that he isn’t sure of Elon Musk’s motives in buying Twitter Inc.  and that social media must play a role in curbing the spread of misinformation.“He actually could make it worse,” Gates said of Musk’s potential impact on the platform, speaking Wednesday at The Wall Street Journal’s CEO Council Summit. But, he said, “That’s not his track record.”Shell Posts Record Profit on High Energy Prices and Trading BoostShell reported on Thursday a profit of $9.13 billion in the first quarter, its highest ever, boosted by higher oil and gas prices and a strong performance of its trading division.Shell joins sector rivals, including BP and TotalEnergies, which also saw a sharp rise in profits driven by energy prices and strong trading. Norway's Equinor, a major seller of gas in Europe, reported record earnings on Wednesday.Twilio Rises After Q1 Results Top EstimatesTwilio shares rose after the customer engagement software company posted first-quarter results that beat expectations but said growth would slow in the second-quarter.For the period ending March 31, the Jeff Lawson-led company said it broke even on $875.4 million in revenue, up 48% year-over-year.A consensus of Wall Street analysts estimated the company would lose 21 cents per share and generate $863.81 million in revenue for the period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069907842,"gmtCreate":1651212992092,"gmtModify":1676534871972,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094119825062800","authorIdStr":"4094119825062800"},"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/9069907842","repostId":"1101195084","repostType":2,"repost":{"id":"1101195084","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651199641,"share":"https://ttm.financial/m/news/1101195084?lang=&edition=fundamental","pubTime":"2022-04-29 10:34","market":"us","language":"en","title":"Tiger Chart｜Berkshire Hathaway's Top 10 Stock Holdings Review","url":"https://stock-news.laohu8.com/highlight/detail?id=1101195084","media":"Tiger Newspress","summary":"As Buffett's shareholders' meeting approaches, it is necessary for us to revisit Buffett's top 10 po","content":"<html><head></head><body><p>As Buffett&#39;s shareholders&#39; meeting approaches, it is necessary for us to revisit Buffett&#39;s top 10 positions in the last quarter.</p><p>The following ten companies exemplify the types of investments housed within Buffett&#39;s holding company, Berkshire Hathaway as of Q1 2022.</p><p>The top five investments in Buffett&#39;s holding company, Berkshire Hathaway, are Apple, Bank of America, Coca-Cola, American Express, and Kraft Heinz.</p><p>Comprising 43.4% of the Berkshire Hathaway portfolio, Apple Inc. represents Buffett&#39;s largest holding. Berkshire Hathaway owns approximately one billion shares in the tech giant, worth $146.8 billion As of April 22.</p><p><img src=\"https://static.tigerbbs.com/15005d59f523a0c06997add2cc549836\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart｜Berkshire Hathaway's Top 10 Stock Holdings Review</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Chart｜Berkshire Hathaway's Top 10 Stock Holdings Review\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-29 10:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As Buffett&#39;s shareholders&#39; meeting approaches, it is necessary for us to revisit Buffett&#39;s top 10 positions in the last quarter.</p><p>The following ten companies exemplify the types of investments housed within Buffett&#39;s holding company, Berkshire Hathaway as of Q1 2022.</p><p>The top five investments in Buffett&#39;s holding company, Berkshire Hathaway, are Apple, Bank of America, Coca-Cola, American Express, and Kraft Heinz.</p><p>Comprising 43.4% of the Berkshire Hathaway portfolio, Apple Inc. represents Buffett&#39;s largest holding. Berkshire Hathaway owns approximately one billion shares in the tech giant, worth $146.8 billion As of April 22.</p><p><img src=\"https://static.tigerbbs.com/15005d59f523a0c06997add2cc549836\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101195084","content_text":"As Buffett's shareholders' meeting approaches, it is necessary for us to revisit Buffett's top 10 positions in the last quarter.The following ten companies exemplify the types of investments housed within Buffett's holding company, Berkshire Hathaway as of Q1 2022.The top five investments in Buffett's holding company, Berkshire Hathaway, are Apple, Bank of America, Coca-Cola, American Express, and Kraft Heinz.Comprising 43.4% of the Berkshire Hathaway portfolio, Apple Inc. represents Buffett's largest holding. Berkshire Hathaway owns approximately one billion shares in the tech giant, worth $146.8 billion As of April 22.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087326712,"gmtCreate":1650959380829,"gmtModify":1676534823289,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094119825062800","authorIdStr":"4094119825062800"},"themes":[],"htmlText":"Biceee","listText":"Biceee","text":"Biceee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087326712","repostId":"1103852519","repostType":2,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084620165,"gmtCreate":1650857454199,"gmtModify":1676534804832,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094119825062800","authorIdStr":"4094119825062800"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084620165","repostId":"2229419405","repostType":2,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085651705,"gmtCreate":1650692962921,"gmtModify":1676534778572,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094119825062800","authorIdStr":"4094119825062800"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085651705","repostId":"2229168533","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085651705,"gmtCreate":1650692962921,"gmtModify":1676534778572,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094119825062800","idStr":"4094119825062800"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085651705","repostId":"2229168533","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084620165,"gmtCreate":1650857454199,"gmtModify":1676534804832,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094119825062800","idStr":"4094119825062800"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084620165","repostId":"2229419405","repostType":2,"repost":{"id":"2229419405","kind":"news","pubTimestamp":1650853161,"share":"https://ttm.financial/m/news/2229419405?lang=&edition=fundamental","pubTime":"2022-04-25 10:19","market":"us","language":"en","title":"Palantir: The Recovery Will Be Swift","url":"https://stock-news.laohu8.com/highlight/detail?id=2229419405","media":"seekingalpha","summary":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/6e55afba46da91024e894cba7d803410\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Michael Vi/iStock Editorial via Getty Images</p><p></p><p>At <a href=\"https://laohu8.com/S/AONE.U\">one</a> point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.</p><p>Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can&#39;t argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/6eda4c8def524442f50bfb3d898f777d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p></p><p>While Palantir has been one of the biggest holes in my portfolio this year, I remain <b>strongly bullish</b> on this stock and am invested for the long term. It&#39;s difficult to regard Palantir&#39;s venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.</p><p>There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It&#39;s all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don&#39;t in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:</p><p></p><p><img src=\"https://static.tigerbbs.com/141948bb2e1e997bb4c74ba8f9b93eeb\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir TAM (Palantir Q4 investor deck)</p><p></p><p>Here&#39;s a rundown of the key pieces of the bullish thesis for Palantir:</p><ul><li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b> Palantir isn&#39;t a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li><li><b>Growth at scale.</b> Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it&#39;s a testament to the wide applicability of Palantir&#39;s products and the humongous clientele it has drawn (in particular, the U.S. Army).</li><li><b>Stepping up go-to-market momentum.</b> Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir&#39;s products without its involvement and offer additional coverage that Palantir&#39;s direct sales force can&#39;t handle.</li><li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li><li><b>Free cash flow. </b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li></ul><p>Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.</p><h2>Growth has sustained, thanks to commercial progress</h2><p>Palantir&#39;s original claim to fame, and the reason it attained its &#34;hush hush&#34; reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion&#39;s share of Palantir&#39;s business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.</p><p>First, on overall growth: in Q4, Palantir&#39;s most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street&#39;s expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:</p><p></p><p><img src=\"https://static.tigerbbs.com/e512ff66f56152913be908f4d06cd3d2\" tg-width=\"640\" tg-height=\"394\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir Q4 results (Palantir Q4 earnings release)</p><p></p><p>Helping to index the company&#39;s growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.</p><p>In Q4, US commercial revenue growth <b>accelerated for the third straight quarter to 132% y/y growth</b>. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.</p><p>U.S. enterprise revenue now also comprises 13% of total revenue:</p><p></p><p><img src=\"https://static.tigerbbs.com/abedba5c2813c73ae0c0d3644ca4cd7f\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir US commercial revenue progression (Palantir Q4 investor presentation)</p><p></p><p>Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a <b>very lean sales headcount, </b>having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.</p><p></p><p><img src=\"https://static.tigerbbs.com/78ba646d08cb95ab32745b0088aa1b4c\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir sales headcount expansion (Palantir Q4 investor presentation)</p><p></p><p>Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp&#39;s remarks on the most recent earnings call:</p><blockquote>We&#39;re in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.</blockquote><blockquote>But we&#39;re hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we&#39;re getting from the product itself. And we&#39;re at the beginning of that. And so it is the part to people we&#39;ve fully indoctrinated or as normal people might say, trained, are effective, but we&#39;ve never done this before. There will be -- that&#39;s a process, we&#39;re also looking at ways to learn from other companies, but that&#39;s going to happen over the next couple of years.&#34;</blockquote><h2>Profitability has made huge leaps</h2><p>In spite of Palantir&#39;s clear focus on growth, though, we can look across the entire spate of Palantir&#39;s profitability metrics and see marked improvement. Earlier on in the company&#39;s public debut, investors questioned Palantir&#39;s large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we&#39;re not so sure that argument is valid.</p><p>First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up <b>thirty-five points </b>from -49% in the year-ago quarter:</p><p></p><p><img src=\"https://static.tigerbbs.com/0bd4d857bb5a7558834c288c2f12e8fc\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir margin trends (Palantir Q4 investor presentation)</p><p></p><p>Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:</p><p></p><p><img src=\"https://static.tigerbbs.com/58292146895f5be6ca2692c1d3d3c230\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir adjusted EBITDA (Palantir Q4 earnings release)</p><p></p><p>And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.</p><p></p><p><img src=\"https://static.tigerbbs.com/acb7db7408229ac728bf88693bdf5b41\" tg-width=\"640\" tg-height=\"144\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir FCF (Palantir Q4 earnings release)</p><p></p><p>The chart below also showcases that, relative to many SaaS peers, Palantir&#39;s balance of growth plus FCF margin outranks most competitors:</p><p></p><p><img src=\"https://static.tigerbbs.com/432fed690595b676258a807bc0427934\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir growth + FCF (Palantir Q4 investor presentation)</p><p></p><p>With this year&#39;s market landscape so focused on safety and profitability, Palantir&#39;s huge improvements on profitability have given investors <b>exactly </b>the remedy to one of their biggest concerns - and yet, the stock has still slid.</p><h2>Valuation and key takeaways</h2><p>At current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company&#39;s most recent balance sheet, its <b>enterprise value goes to $22.64 billion</b>.</p><p>Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to &#34;at least&#34; 30% growth through FY25, it&#39;s highly likely that Palantir&#39;s actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at <b>11.3x EV/FY22 revenue </b>- still not cheap by any measure, but less than half of Palantir&#39;s peak multiples in the mid-20s.</p><p>I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.</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: The Recovery Will Be Swift</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: The Recovery Will Be Swift\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503192-palantir-recovery-swift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503192-palantir-recovery-swift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4503192-palantir-recovery-swift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229419405","content_text":"Michael Vi/iStock Editorial via Getty ImagesAt one point directly after its IPO, Palantir (NYSE:PLTR) was one of the hottest trades on Wall Street. This secretive machine learning and big data stock had become a household name and saw its shares triple from its initial debut - but unsurprisingly, Palantir has also become one of the biggest victims of the recent tech crash.Relative to highs above $35, Palantir has now given up two-thirds of its value, the equivalent of about $50 billion in market cap. Year to date alone, Palantir stock has shed 35%. While even I can't argue that Palantir had run a little hot last year and was in need of a slight correction, as usual poor sentiment has taken the crash too far - leaving Palantir in very buyable territory.Data by YChartsWhile Palantir has been one of the biggest holes in my portfolio this year, I remain strongly bullish on this stock and am invested for the long term. It's difficult to regard Palantir's venerable customer base, its best-of-breed series of both commercial and government products, and its visionary leadership and not conclude that Palantir will continue to dominate enterprise software over the next few decades.There has been a lot of negativity around Palantir recently, but almost none of it is company-specific. It's all about de-risking portfolios and expensive valuations in the face of rising interest rates - which I view to be shorter-term arguments that don't in any way diminish the attractiveness of Palantir in the long run. This is a company that has claimed a $100+ billion TAM, with its main products each adding market opportunity and becoming behemoths in their own rights over time:Palantir TAM (Palantir Q4 investor deck)Here's a rundown of the key pieces of the bullish thesis for Palantir:Big data is a massive discipline that can be applied in nearly limitless ways. Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.Growth at scale. Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).Stepping up go-to-market momentum. Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.One foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.Free cash flow. Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).Stay long here: Palantir is still a growth stock in the early days of becoming a tech mega-cap.Growth has sustained, thanks to commercial progressPalantir's original claim to fame, and the reason it attained its \"hush hush\" reputation in Silicon Valley, is that it was the software that helped the U.S. government track down Osama bin Laden. While Palantir made its reputation as a government contractor, and while government revenue and massive federal deals continue to forge the lion's share of Palantir's business, the company has been able to sustain its rapid growth rates primarily by boosting its commercial presence.First, on overall growth: in Q4, Palantir's most recent quarter, the company grew revenue at a 34% y/y pace to $432.8 million, beating Wall Street's expectations of $418.1 million (+30% y/y) by a four-point margin. The Q4 earnings summary is shown below:Palantir Q4 results (Palantir Q4 earnings release)Helping to index the company's growth rate upward has been its progress on the enterprise side. Palantir describes its enterprise software product, Palantir Foundry, as a product that is now as essential to modern enterprises as Amazon AWS was to building cloud applications. Foundry is an OS (operating system) product that helps integrate data to power applications and has thousands of use cases across all industries.In Q4, US commercial revenue growth accelerated for the third straight quarter to 132% y/y growth. And at the end of 2021, Palantir counted 80 enterprise customers. Now, you can read that number two ways: you can be impressed that it represents 371% y/y growth, but you can also imagine there is still ample room for expansion into the rest of the Fortune 500.U.S. enterprise revenue now also comprises 13% of total revenue:Palantir US commercial revenue progression (Palantir Q4 investor presentation)Yet the company is preparing for even more growth on the enterprise side. It entered into 2021 with a very lean sales headcount, having only 12 total salespeople focused on U.S. enterprises. In 2021 the company made deep strides on sales hiring, which is now up to 80 strong. More importantly, however, the company enters into 2022 with 25 tenured salespeople, more than quadruple the year-ago quarter: allowing Palantir to cover far more breadth this year than last.Palantir sales headcount expansion (Palantir Q4 investor presentation)Hiring, and growth overall, remain top of mind for Palantir execs. Per CEO Alex Karp's remarks on the most recent earnings call:We're in the market to hire aggressively across Palantir, honestly, mostly not salespeople because we believe we live and die based on our ability to build products of tomorrow delivered today.But we're hiring -- going to hire in the range of 200 people. Hiring and getting value out of them are two different things. And so I think one of the things that we will see going forward is how do we play these salespeople, so that we can get as much lift from them as we're getting from the product itself. And we're at the beginning of that. And so it is the part to people we've fully indoctrinated or as normal people might say, trained, are effective, but we've never done this before. There will be -- that's a process, we're also looking at ways to learn from other companies, but that's going to happen over the next couple of years.\"Profitability has made huge leapsIn spite of Palantir's clear focus on growth, though, we can look across the entire spate of Palantir's profitability metrics and see marked improvement. Earlier on in the company's public debut, investors questioned Palantir's large GAAP losses and concluded that this was, like any other tech company, one that focused on growth at all costs. Now, we're not so sure that argument is valid.First, a look at GAAP margins. GAAP operating margin in Q4 hit a record-high -14%, up thirty-five points from -49% in the year-ago quarter:Palantir margin trends (Palantir Q4 investor presentation)Similarly, adjusted EBITDA grew 13 points for the year FY21 to 32%, thirteen points better than in FY20:Palantir adjusted EBITDA (Palantir Q4 earnings release)And lastly, Palantir generated $424.1 million in free cash flow in FY21, representing a rich 28% free cash flow margin - more than fifty points better than -25% in FY20.Palantir FCF (Palantir Q4 earnings release)The chart below also showcases that, relative to many SaaS peers, Palantir's balance of growth plus FCF margin outranks most competitors:Palantir growth + FCF (Palantir Q4 investor presentation)With this year's market landscape so focused on safety and profitability, Palantir's huge improvements on profitability have given investors exactly the remedy to one of their biggest concerns - and yet, the stock has still slid.Valuation and key takeawaysAt current share prices near $12, Palantir trades at a $25.17 billion market cap. After netting off the $2.52 billion of cash on the company's most recent balance sheet, its enterprise value goes to $22.64 billion.Meanwhile, Wall Street analysts are calling for $2.01 billion in consensus revenue for the year FY22, representing 30% y/y growth (considering Karp has committed to \"at least\" 30% growth through FY25, it's highly likely that Palantir's actual growth for the year will land several points higher). Still, if we take that consensus at face value, Palantir trades at 11.3x EV/FY22 revenue - still not cheap by any measure, but less than half of Palantir's peak multiples in the mid-20s.I continue to view the current slide as a once-in-a-lifetime opportunity to buy a transformational tech company that is still early on in its path to becoming a tech mega-cap. Stay long here, be patient, and wait for a rebound that I expect will be a swift upward shot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068829179,"gmtCreate":1651753761891,"gmtModify":1676534962245,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094119825062800","idStr":"4094119825062800"},"themes":[],"htmlText":"Oof","listText":"Oof","text":"Oof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068829179","repostId":"1136461761","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069907842,"gmtCreate":1651212992092,"gmtModify":1676534871972,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094119825062800","idStr":"4094119825062800"},"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/9069907842","repostId":"1101195084","repostType":2,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087326712,"gmtCreate":1650959380829,"gmtModify":1676534823289,"author":{"id":"4094119825062800","authorId":"4094119825062800","name":"Tangomago","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094119825062800","idStr":"4094119825062800"},"themes":[],"htmlText":"Biceee","listText":"Biceee","text":"Biceee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087326712","repostId":"1103852519","repostType":2,"repost":{"id":"1103852519","kind":"news","pubTimestamp":1650942665,"share":"https://ttm.financial/m/news/1103852519?lang=&edition=fundamental","pubTime":"2022-04-26 11:11","market":"us","language":"en","title":"Coca-Cola Gains after Bubbly Earnings Report; What’s Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103852519","media":"TipRanks","summary":"The world has long been accustomed to grabbing a Coke and a smile. This practice has done wonders fo","content":"<div>\n<p>The world has long been accustomed to grabbing a Coke and a smile. This practice has done wonders for beverage maker Coca-Cola, and its acceptance worldwide hasn’t hurt either.Coca-Cola recently ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/coca-cola-gains-after-bubbly-earnings-report-whats-next/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Coca-Cola Gains after Bubbly Earnings Report; What’s Next?</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\">\nCoca-Cola Gains after Bubbly Earnings Report; What’s Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/coca-cola-gains-after-bubbly-earnings-report-whats-next/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world has long been accustomed to grabbing a Coke and a smile. This practice has done wonders for beverage maker Coca-Cola, and its acceptance worldwide hasn’t hurt either.Coca-Cola recently ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/coca-cola-gains-after-bubbly-earnings-report-whats-next/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐"},"source_url":"https://www.tipranks.com/news/article/coca-cola-gains-after-bubbly-earnings-report-whats-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103852519","content_text":"The world has long been accustomed to grabbing a Coke and a smile. This practice has done wonders for beverage maker Coca-Cola, and its acceptance worldwide hasn’t hurt either.Coca-Cola recently posted its earnings report and is bringing smiles to investors all over. The company notched up 1% on Monday.Meanwhile, I’m bullish on Coca-Cola. Though there are some causes for concern ahead, this uniquely American contribution to world culture should be able to move through a possible recession with little trouble.The last 12 months for Coca-Cola stock have been an excellent example of substantial growth. It took a while to get started, and featured some ups and downs along the way, but now, Coca-Cola is up more than $15 per share in the last year. Given that it started close to $50 this time last year, that’s a solid gain from a company that’s been around for decades.The latest news, meanwhile, shines a light on why Coca-Cola stock is doing so well. The company posted its earnings report, and it featured beats on all fronts. The company brought in $0.64 per share in earnings against projections calling for $0.58 per share. Meanwhile, revenue was also a beat; Coca-Cola brought in $10.5 billion, which easily outstripped projections calling for $9.83 billion.Wall Street’s TakeTurning to Wall Street, Coca-Cola has a Moderate Buy consensus rating. That’s based on 10 Buys and four Holds assigned in the past three months. The average Coca-Cola price target of $68.33 implies 4.8% upside potential.Analyst price targets range from a low of $60 per share to a high of $76 per share.Support Oddly Lagging for a Market WinnerWhile things seem to be going swimmingly at Coca-Cola, there is a surprising dearth of support for it among current investors.Hedge funds, for example, are paring back their involvement. Based on the TipRanks 13-F Tracker, hedge fund investment declined in the last quarter. It’s worth noting, however, that hedge funds have always had a certain involvement, and it’s been remarkably stable.For instance, in the latest quarter, hedge funds went from owning 419,655,538 shares to owning just 419,522,832 shares. That’s not exactly a marked decline. The quarter before that, meanwhile, had hedge funds bolstering their involvement from 419,603,147 shares to 419,655,538. Clearly, movement is minimal.Meanwhile, insider trading at Coca-Cola is clearly weighted to the selling side. In the last three months, insider sellers have outstripped buyers by 31 to 15, nearly a two-to-one difference. Perhaps more telling, January 2022 was the first time in a year there was insider buying at all. April 2021 to December 2021 saw only selling from insiders.However, retail investors who hold portfolios on TipRanks are unfazed. In the last seven days, TipRanks portfolios holding Coca-Cola stock have increased 0.3%. In the last 30 days, this figure increased 8.1%.Coca-Cola’s dividend history, meanwhile, bears up well given the market. It’s been paid regularly and increased just as regularly for the past several decades. That includes during the pandemic period, which is a major achievement on its own.A Cultural Phenomenon You Can Invest InCoca-Cola is a surprisingly resilient stock. Despite losing the Russian business completely, like so many other companies these days, the company still is holding fast to its earlier projections for organic growth rates.However, even the company sees some problems coming. Coca-Cola CEO James Quincey noted that customers won’t “swallow inflation endlessly.” This is assuredly true, but Quincey almost overstates the danger here, I feel.It’s one thing for customers to balk at even a 20% price hike on something like a car or a television. That price jump is much more noticeable and, therefore, more likely to engender a reaction.However, a 20% price hike on a case of Coca-Cola’s finest is a much smaller move in objective terms. It’s also the kind of thing that customers are likely willing to keep on hand as a smaller indulgence.Throw in the fact that Coca-Cola is heavily diversified in the drinks market, and its probability of survival only increases. The company has, of course, various sodas. It also has sports drinks like Powerade.Several water brands are Coca-Cola brands, including Dasani and Aquarius. Coffees like Costa Coffee and teas like Gold Peak and Honest Tea are both in play. If one sector loses, it’s a safe bet that another sector will hold.Concluding ViewsCoca-Cola has been a part of American culture—and even world culture—for decades. The idea that people will suddenly stop drinking Coke due to price hikes for inflation seems an overblown concern. The idea that people might start cutting back is a distinct possibility, though.Hedge funds reducing involvement is a concern, but a small one due to how shallow the moves are. The insider selling patterns are much more disturbing, however, especially considering how far apart they are. Yet retail investors remain interested, and the dividend is holding nicely.Few would reasonably consider Coca-Cola a growth stock due to its sheer longevity. It’s made substantial growth over the last year, and it may even be able to continue that growth based on the difference between current prices and the upper price targets. Coca-Cola is much closer to its lowest price targets, after all.Take these points together and add them up, and it looks like a solid set of reasons to be bullish on Coca-Cola, a heavily-diversified small indulgence that has been part of the world’s cultural landscape for decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}