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2022-12-02

Omg

Elon Musk Just Accused the Fed of "Massively Amplifying" the Risk of a Severe Recession

2022-12-17

Ok thanks

5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023

2023-04-01

$Tiger Brokers(TIGR)$ The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these will be over and tech stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!

2022-12-26

That's bad..but SPAC is known for pump and dump with this trend created by traders.

SPAC Boom Ends in Frenzy of Liquidation

2023-01-25

Wat the.....

NYSE Says Sell Short Restriction Was Triggered Erroneously

2022-12-17

Thanks

PLTR Stock Alert: What to Know About Palantir’s Newest Partnership

2022-11-13

2022-04-08

$Gores Guggenheim Inc(GGPI)$this

2022-12-19

Thanks

Never Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023

2022-11-20

I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛

2022-07-03

$Aileron Therapeutics Inc(ALRN)$hope it goes up again

2022-11-09

Haiz

Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing

2022-12-21

Nice

2022-12-21

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-11-28

Nice

@David Shoko:2022 Q3 Earnings Review Part IV: Biotechnology and Healthcare

2022-07-03

Nice

@AfraSimon:Warren Buffett says these are the best stocks to own when inflation spikes

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these&nbsp;will be over and tech&nbsp;stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these&nbsp;will be over and tech&nbsp;stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!","text":"$Tiger Brokers(TIGR)$ The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these will be over and tech stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941247658","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952606467,"gmtCreate":1674659646759,"gmtModify":1676538951417,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Wat the.....","listText":"Wat the.....","text":"Wat the.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952606467","repostId":"2306106805","repostType":2,"repost":{"id":"2306106805","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674652875,"share":"https://ttm.financial/m/news/2306106805?lang=&edition=fundamental","pubTime":"2023-01-25 21:21","market":"us","language":"en","title":"NYSE Says Sell Short Restriction Was Triggered Erroneously","url":"https://stock-news.laohu8.com/highlight/detail?id=2306106805","media":"Reuters","summary":"The New York Stock Exchange said on Wednesday that a sell short restriction was \"erroneously\" trigge","content":"<html><head></head><body><p>The New York Stock Exchange said on Wednesday that a sell short restriction was &#34;erroneously&#34; triggered in a set of ticker symbols for companies listed on the exchange on Tuesday that led to a glitch at market open.</p><p>The glitch prevented the opening auctions for a slew of stocks, prompting widespread trading halts, confusion over whether orders were being filled at the correct prices and trades in more than 250 securities being busted.</p><p>The SSR is a process aimed at limiting short selling. The goal is to prevent short sellers from pushing the shares of a company lower.</p><p>The SSR will be deactivated prior to the NYSE opening on Wednesday, the company said.</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>NYSE Says Sell Short Restriction Was Triggered Erroneously</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\">\nNYSE Says Sell Short Restriction Was Triggered Erroneously\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\">2023-01-25 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The New York Stock Exchange said on Wednesday that a sell short restriction was &#34;erroneously&#34; triggered in a set of ticker symbols for companies listed on the exchange on Tuesday that led to a glitch at market open.</p><p>The glitch prevented the opening auctions for a slew of stocks, prompting widespread trading halts, confusion over whether orders were being filled at the correct prices and trades in more than 250 securities being busted.</p><p>The SSR is a process aimed at limiting short selling. The goal is to prevent short sellers from pushing the shares of a company lower.</p><p>The SSR will be deactivated prior to the NYSE opening on Wednesday, the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NYSE":"纽交所",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306106805","content_text":"The New York Stock Exchange said on Wednesday that a sell short restriction was \"erroneously\" triggered in a set of ticker symbols for companies listed on the exchange on Tuesday that led to a glitch at market open.The glitch prevented the opening auctions for a slew of stocks, prompting widespread trading halts, confusion over whether orders were being filled at the correct prices and trades in more than 250 securities being busted.The SSR is a process aimed at limiting short selling. The goal is to prevent short sellers from pushing the shares of a company lower.The SSR will be deactivated prior to the NYSE opening on Wednesday, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925664705,"gmtCreate":1672017887407,"gmtModify":1676538621780,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"That's bad..but SPAC is known for pump and dump with this&nbsp;trend created by traders.","listText":"That's bad..but SPAC is known for pump and dump with this&nbsp;trend created by traders.","text":"That's bad..but SPAC is known for pump and dump with this trend created by traders.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925664705","repostId":"1170769478","repostType":2,"repost":{"id":"1170769478","pubTimestamp":1672010968,"share":"https://ttm.financial/m/news/1170769478?lang=&edition=fundamental","pubTime":"2022-12-26 07:29","market":"us","language":"en","title":"SPAC Boom Ends in Frenzy of Liquidation","url":"https://stock-news.laohu8.com/highlight/detail?id=1170769478","media":"The Wall Street Journal","summary":"Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Paliha","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f34a020961dd78fe11cc6c81a3a5dac\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Palihapitiya.</span></p><p>During the boom in blank-check companies, their creatorscouldn’t launch them fast enough. Now they are rushing to liquidate their creations before the end of the year, marking an ugly conclusion to the SPAC frenzy.</p><p>With few prospects for deals soon and a surprise tax bill looming next year, special-purpose acquisition companies are closing at a rate of about four a day this month, nearly the same pace they were being launched when the sector peaked early last year.</p><p>Roughly 70 special-purpose acquisition companies haveliquidated and returned money to investorssince the start of December. That is more than the total number of SPAC liquidations in the market’s history, according to data provider SPAC Research. SPAC creators have lost more than $600 million on liquidations this month and more than $1.1 billion this year, the data show.</p><p>Many more SPACs have said they would wind down in the coming weeks. The trend is hurtingprolific backerssuch as venture capitalistChamath Palihapitiyaand private-equity billionaireAlec Gores, wealthy former business executives likeGary Cohnand big Wall Street firms such asKKR&amp; Co. andTPGInc.</p><p>For many of the big SPAC creators, the losses have barely dented the fortunes they made during the mania. Mr. Palihapitiya, who saidhe would shutter two SPACsin September, told The Wall Street Journal that his investment firm made about $750 million across several deals. The firm, Social Capital Holdings Inc., took public companies like space-tourism firmVirgin Galactic HoldingsInc. and personal-finance appSoFi TechnologiesInc.</p><p>Those SPACs that came late to the game are often struggling to find deals. Falling stock prices and rising interest rates haveessentially frozen the market for new public listings, making it difficult for executives to meet their two-year deadline to find a deal. Many of those deadlines are coming up in the first half of next year.</p><p>A 1%federal tax on share repurchasesthat is part of new climate, health and spending legislation has accelerated liquidations. Winding down a SPAC and returning cash to the investors could be considered a repurchase of the company’s existing shares, which would face the buyback tax beginning next year. Some analysts project SPAC liquidation losses will top $2 billion in the coming months.</p><p>“Something people thought was going to be a fantastic vehicle for creating wealth is looking increasingly like a poisoned chalice,” saidJohn Chachas, co-managing principal at Methuselah Advisors, a boutique investment bank that has advised companies fielding an increasing number of calls from SPACs desperate to find deals.</p><p><img src=\"https://static.tigerbbs.com/5f7d08be8cbf3bbff7754fae8720b7f3\" tg-width=\"753\" tg-height=\"528\" width=\"100%\" height=\"auto\"/></p><p>Also called a blank-check company, a SPAC is ashell firmthat raises money from investors and lists publicly with the sole purpose of merging with a private company to take it public. After regulators review the deal and it is completed, the company going public replaces the SPAC in the stock market.</p><p>Such mergers burst onto the scene as popular alternatives to traditional initial public offerings in 2020 and 2021. The boom turned into a bust during this year’s market reversal.</p><p>An exchange-traded fund tracking companies that went public this way is down more than 70% this year, dragged down by losses in startups such as sports-betting firmDraftKingsInc. and electric car maker Lucid Group Inc. Companies that went public via SPACs haveperformed worsethan other newly public companies this year.</p><p>One characteristic of SPACs is that investors can get their cash back if they don’t want to participate in a deal. When the market was hot, investors often held shares in the newly public startups, expecting big returns or selling immediately if shares had already gone up. Now they arepulling out before the deals close, dramatically reducing the amount of cash companies can raise.</p><p>SPACs are now paying less for companies than they did during the sector’s peak. The average valuation of startups announcing SPAC mergers has fallen to about $400 million this quarter from more than $2 billion for most of last year, Dealogic data show. Roughly 300 companies have gone public through SPACs in the last two years.</p><p>There are still nearly 400 SPACs together holding about $100 billion that have yet to find deals, according to SPAC Research. If roughly 200 of the SPACs liquidated, the losses for creators would be well above $2 billion, said New York University Law School professorMichael Ohlrogge, whostudies SPACs. SPAC creators have lost about $9 million on average through liquidations this year, money they paid to banks and law firms to set up the shell companies.</p><p>There are another roughly 150 SPACs holding about $25 billion that have reached merger agreements but haven’t closed them, including a blank-check firm that is trying to take publicDonald Trump’s social-media company, according to SPAC Research. Some of those will likely get called off, meaning liquidation losses could end up being even greater than expected.</p><p>To some observers, this year’s losses show why SPACs are inefficient for companies seeking to raise money or go public.</p><p>“It just emphasizes the needlessly wasteful aspects of the SPAC structure,” said Mr. Ohlrogge, who has proposed companies could get the benefits of a blank-check merger while doing a variation of a traditional IPO or direct listing.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPAC Boom Ends in Frenzy of Liquidation</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\">\nSPAC Boom Ends in Frenzy of Liquidation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/spac-boom-ends-in-frenzy-of-liquidation-11671917668?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Palihapitiya.During the boom in blank-check companies, their creatorscouldn’t launch them fast enough. Now...</p>\n\n<a href=\"https://www.wsj.com/articles/spac-boom-ends-in-frenzy-of-liquidation-11671917668?mod=hp_lead_pos1\">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://www.wsj.com/articles/spac-boom-ends-in-frenzy-of-liquidation-11671917668?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170769478","content_text":"Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Palihapitiya.During the boom in blank-check companies, their creatorscouldn’t launch them fast enough. Now they are rushing to liquidate their creations before the end of the year, marking an ugly conclusion to the SPAC frenzy.With few prospects for deals soon and a surprise tax bill looming next year, special-purpose acquisition companies are closing at a rate of about four a day this month, nearly the same pace they were being launched when the sector peaked early last year.Roughly 70 special-purpose acquisition companies haveliquidated and returned money to investorssince the start of December. That is more than the total number of SPAC liquidations in the market’s history, according to data provider SPAC Research. SPAC creators have lost more than $600 million on liquidations this month and more than $1.1 billion this year, the data show.Many more SPACs have said they would wind down in the coming weeks. The trend is hurtingprolific backerssuch as venture capitalistChamath Palihapitiyaand private-equity billionaireAlec Gores, wealthy former business executives likeGary Cohnand big Wall Street firms such asKKR& Co. andTPGInc.For many of the big SPAC creators, the losses have barely dented the fortunes they made during the mania. Mr. Palihapitiya, who saidhe would shutter two SPACsin September, told The Wall Street Journal that his investment firm made about $750 million across several deals. The firm, Social Capital Holdings Inc., took public companies like space-tourism firmVirgin Galactic HoldingsInc. and personal-finance appSoFi TechnologiesInc.Those SPACs that came late to the game are often struggling to find deals. Falling stock prices and rising interest rates haveessentially frozen the market for new public listings, making it difficult for executives to meet their two-year deadline to find a deal. Many of those deadlines are coming up in the first half of next year.A 1%federal tax on share repurchasesthat is part of new climate, health and spending legislation has accelerated liquidations. Winding down a SPAC and returning cash to the investors could be considered a repurchase of the company’s existing shares, which would face the buyback tax beginning next year. Some analysts project SPAC liquidation losses will top $2 billion in the coming months.“Something people thought was going to be a fantastic vehicle for creating wealth is looking increasingly like a poisoned chalice,” saidJohn Chachas, co-managing principal at Methuselah Advisors, a boutique investment bank that has advised companies fielding an increasing number of calls from SPACs desperate to find deals.Also called a blank-check company, a SPAC is ashell firmthat raises money from investors and lists publicly with the sole purpose of merging with a private company to take it public. After regulators review the deal and it is completed, the company going public replaces the SPAC in the stock market.Such mergers burst onto the scene as popular alternatives to traditional initial public offerings in 2020 and 2021. The boom turned into a bust during this year’s market reversal.An exchange-traded fund tracking companies that went public this way is down more than 70% this year, dragged down by losses in startups such as sports-betting firmDraftKingsInc. and electric car maker Lucid Group Inc. Companies that went public via SPACs haveperformed worsethan other newly public companies this year.One characteristic of SPACs is that investors can get their cash back if they don’t want to participate in a deal. When the market was hot, investors often held shares in the newly public startups, expecting big returns or selling immediately if shares had already gone up. Now they arepulling out before the deals close, dramatically reducing the amount of cash companies can raise.SPACs are now paying less for companies than they did during the sector’s peak. The average valuation of startups announcing SPAC mergers has fallen to about $400 million this quarter from more than $2 billion for most of last year, Dealogic data show. Roughly 300 companies have gone public through SPACs in the last two years.There are still nearly 400 SPACs together holding about $100 billion that have yet to find deals, according to SPAC Research. If roughly 200 of the SPACs liquidated, the losses for creators would be well above $2 billion, said New York University Law School professorMichael Ohlrogge, whostudies SPACs. SPAC creators have lost about $9 million on average through liquidations this year, money they paid to banks and law firms to set up the shell companies.There are another roughly 150 SPACs holding about $25 billion that have reached merger agreements but haven’t closed them, including a blank-check firm that is trying to take publicDonald Trump’s social-media company, according to SPAC Research. Some of those will likely get called off, meaning liquidation losses could end up being even greater than expected.To some observers, this year’s losses show why SPACs are inefficient for companies seeking to raise money or go public.“It just emphasizes the needlessly wasteful aspects of the SPAC structure,” said Mr. Ohlrogge, who has proposed companies could get the benefits of a blank-check merger while doing a variation of a traditional IPO or direct listing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926493377,"gmtCreate":1671596459500,"gmtModify":1676538561822,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926493377","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926493971,"gmtCreate":1671596439294,"gmtModify":1676538561821,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926493971","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926920427,"gmtCreate":1671450727769,"gmtModify":1676538538206,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926920427","repostId":"2292289660","repostType":4,"repost":{"id":"2292289660","pubTimestamp":1671436850,"share":"https://ttm.financial/m/news/2292289660?lang=&edition=fundamental","pubTime":"2022-12-19 16:00","market":"us","language":"en","title":"Never Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2292289660","media":"Motley Fool","summary":"Now is the time to invest in the next generation of disrupters, before they soar.","content":"<html><head></head><body><p>Investors who have been around the block once or twice are no doubt familiar with FAANG, a widely used acronym that represents some of the most successful companies in a generation:</p><ul><li>Facebook, which changed its name to <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Apple</b></li><li><b>Amazon</b></li><li><b>Netflix</b></li><li>Google, which rebranded as <b>Alphabet</b></li></ul><p>These companies are pioneers, disruptors, and leaders in their respective industries. No platform holds a candle to Facebook when it comes to social media; Apple&#39;s iPhone is unrivaled; Amazon revolutionized digital retail; Netflix has long been the face of streaming video; and Google&#39;s search was so ubiquitous, it became a verb. Investors in these companies have enjoyed the fruits of their dominance, with gains that range from 333% and 2,080% -- even after the recent mauling by the bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7577100f5ae16c0e979046c0e7b77bff\" tg-width=\"720\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Yet if each of these disruptors has one thing in common, it&#39;s that the unrivaled growth of the past decade <i>may</i> have peaked. The stock market is a forward-looking mechanism and investors are trying to identify the stocks that will lead the way for the <i>next</i> 10 years. With that in mind, let&#39;s consider the companies of my recently created GHOST acronym, which could lead the way in 2023 and beyond.</p><h2>Global-e Online</h2><p>Investors have been skittish about the decelerating growth that has plagued online retailers over the past year. It&#39;s more likely that digital sales are simply taking a breather before their next leg higher. The e-commerce market is expected to climb from $3.3 trillion today to $5.4 trillion by 2026, according to <b>Morgan Stanley</b>. Cross-border sales will help fuel that rise, aided by <b>Global-e Online</b>.</p><p>Cross-border retail is brimming with potential pitfalls including customs and duties, inter-country regulatory compliance, currency exchange, foreign languages, and local payment methods. Global-e handles all that and more, helping merchants break into the potentially lucrative international marketplace.</p><p>In fact, e-commerce powerhouse <b>Shopify</b> is so convinced of the company&#39;s future success that it owns a 10.2% stake in Global-e online worth more than $373 million, while also making it a strategic partner and exclusive provider of cross-border services for Shopify&#39;s 1.7 million merchants. That&#39;s a heady endorsement from the world&#39;s largest e-commerce platform and purveyor of software-as-a-service (SaaS) tools for digital retail.</p><p>Global-e&#39;s third-quarter results quell the notion that the best days of e-commerce have passed. In the third quarter, revenue grew 79% year over year, driven by gross merchandise volume (GMV) soaring 77% higher. The company continues to generate a net loss under generally accepted accounting principles (GAAP), but generates positive operating cash flow, which shows its lack of profits is the result of noncash items including depreciation.</p><p>The results suggest Global-e Online has the inside track for the next generation of e-commerce.</p><h2><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a></h2><p>No longer confined to its inbound marketing roots, <b>HubSpot</b> has expanded its expertise to nearly every facet of customer relationship management (CRM), taking a page from the <b>Salesforce</b> playbook. The company now offers a host of solutions that run the gamut of customer needs, including marketing, sales, service, operations, and a content management system (CMS).</p><p>In the third quarter, HubSpot&#39;s total revenue grew 38% year over year in constant currency, while its adjusted net income grew 24%. GAAP profits are still elusive, but the company is profitable on an adjusted basis <i>and</i> generating strong free cash flow, which suggests profits are merely a matter of time.</p><p>HubSpot also delivered robust customer growth, up 25% year over year. At the same time, average subscription revenue per customer grew 12% and net revenue retention was 109%. Both were fueled by customers&#39; continued adoption of multiple products.</p><p>It&#39;s also worth mentioning HubSpot&#39;s opportunity continues to grow. Management estimates its current total addressable market (TAM) of $45 billion will climb to $72 billion by 2027. When viewed in the context of its 2021 revenue of $1.3 billion, that helps illustrate the magnitude of the opportunity that remains.</p><p>Customer relationship management is a key driver of business success and HubSpot is a leading provider for the next generation of companies.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9d16d3f5ec57b8991412d2617392417\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Okta</h2><p>One need only peruse the headlines to understand the importance of preventing unauthorized intrusions. <b>Okta</b> has taken the task head-on, upending the genre with cloud-based identity verification and access management solutions. Its platform acts as a frontline of defenses, ensuring employees, customers, and even contractors who access company systems have the necessary credentials. Furthermore, Okta&#39;s zero-trust model is quickly becoming the industry standard, enjoying broad adoption. This helps prevent its customers from making the front page as the latest victim of malicious intrusions.</p><p>For the fiscal 2023 first quarter (ended Oct. 31), revenue grew by 37% year over year, while its remaining performance obligation (RPO) -- which is made up of unbilled subscription revenue -- grew 21%. The current portion of RPO grew 34% year over year, suggesting its future growth will likely be remarkably consistent -- an important consideration in challenging times. Furthermore, management said it expects adjusted profits for its 2024 full fiscal year, which begins Feb. 1, 2023.</p><p>While Okta initially experienced challenges integrating Auth0, the acquisition appears to have turned the corner, significantly expanding the company&#39;s path for future growth.</p><p>Furthermore, Okta has been recognized by both <b>Forrester Research</b> and <b>Gartner </b>as a leader in the field of customer identity and access management.</p><p>The need to fortify business systems and prevent hacks, data breaches, and other unauthorized intrusions has never been greater. Okta has proven its worth as a leader in the field.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>The digital transformation is ongoing, sending a tsunami of data, applications, and software to the cloud. Unfiltered data gathered in one place could provide leaders with a wealth of information and insight, but the challenge is not only gathering disparate systems and data in one place, but also having the technology to extract meaningful intelligence.</p><p><b>Snowflake</b> has the solution. Sure, the company provides the ability to store small or large amounts of data on its cloud-based system. But it also offers a multitude of services that helps companies transition and analyze the data, resulting in actionable information.</p><p>In its fiscal 2023 third quarter (ended Oct. 31), revenue grew an impressive 67% year over year, fueled by product revenue that also grew 67%. Perhaps more importantly, Snowflake&#39;s RPO -- a leading indicator -- climbed 66%, suggesting its robust growth has legs. Losses continue to pile up, but Snowflake generates strong free cash flow, which shows that it&#39;s just a matter of time before the company is solidly profitable.</p><p>Snowflake&#39;s customer metrics are equally compelling. Its total customer count grew 34%, but those spending $1 million or more in trailing 12-month revenue grew 94%, showing the value it provides to enterprise-level businesses. Furthermore, existing customers tend to spend more money over time, as evidenced by the company&#39;s net revenue retention rate of 165%.</p><p>This is just the start of the digital transformation and Snowflake&#39;s use-based pricing is attracting plenty of next-generation converts.</p><h2>The Trade Desk</h2><p>In tough economic times, one of the first line items in the income statement to take a hit is the advertising budget. As a result, the world&#39;s biggest digital advertisers are suffering. Alphabet&#39;s ad revenue grew just 6% year over year in the third quarter, while Meta Platforms saw revenue <i>decline</i> by 4%.</p><p>By comparison, <b>The Trade Desk</b> -- with its cutting-edge programmatic adtech platform -- prospered, with revenue that grew 31% year over year, while adjusted earnings per share surged 44%.</p><p>Why the difference? The Trade Desk&#39;s platform was designed to cater to the needs of advertisers and the most recent upgrade allows marketers to create ad campaigns that integrate their own first-party customer data -- which in turn helps them better reach their target market.</p><p>Furthermore, The Trade Desk has built a broad coalition of the world&#39;s biggest advertisers, which are adopting its Unified ID 2.0, the heir-apparent to replace cookies. The system doesn&#39;t use personally identifiable information, a clear win in this age of growing privacy concerns.</p><p>Another big attraction for advertisers is The Trade Desk&#39;s transparent pricing. The company shows not only the cost of the ad, but its own cut, something that&#39;s unheard of in the industry. This keeps customers coming back for more as evidenced by its 95% customer retention rate, which has stayed above that rate for more than eight years.</p><p>The Trade Desk&#39;s adtech solutions are unrivaled in the advertising industry, which should help the company continue to grow for years to come.</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>Never Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023</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; 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}\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\">\nNever Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/18/forget-faang-stocks-buy-ghost-stocks-before-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who have been around the block once or twice are no doubt familiar with FAANG, a widely used acronym that represents some of the most successful companies in a generation:Facebook, which ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/18/forget-faang-stocks-buy-ghost-stocks-before-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4561":"索罗斯持仓","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4505":"高瓴资本持仓","SNOW":"Snowflake","HUBS":"HubSpot","TTD":"Trade Desk Inc.","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4514":"搜索引擎","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4528":"SaaS概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4532":"文艺复兴科技持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4567":"ESG概念","OKTA":"Okta Inc.","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4566":"资本集团","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4559":"巴菲特持仓","LU1046421795.USD":"富达环球科技A-ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4538":"云计算","GLBE":"Global-E Online Ltd.","BK4077":"互动媒体与服务","BK4116":"互联网服务与基础架构","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"https://www.fool.com/investing/2022/12/18/forget-faang-stocks-buy-ghost-stocks-before-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292289660","content_text":"Investors who have been around the block once or twice are no doubt familiar with FAANG, a widely used acronym that represents some of the most successful companies in a generation:Facebook, which changed its name to Meta PlatformsAppleAmazonNetflixGoogle, which rebranded as AlphabetThese companies are pioneers, disruptors, and leaders in their respective industries. No platform holds a candle to Facebook when it comes to social media; Apple's iPhone is unrivaled; Amazon revolutionized digital retail; Netflix has long been the face of streaming video; and Google's search was so ubiquitous, it became a verb. Investors in these companies have enjoyed the fruits of their dominance, with gains that range from 333% and 2,080% -- even after the recent mauling by the bear market.Data by YChartsYet if each of these disruptors has one thing in common, it's that the unrivaled growth of the past decade may have peaked. The stock market is a forward-looking mechanism and investors are trying to identify the stocks that will lead the way for the next 10 years. With that in mind, let's consider the companies of my recently created GHOST acronym, which could lead the way in 2023 and beyond.Global-e OnlineInvestors have been skittish about the decelerating growth that has plagued online retailers over the past year. It's more likely that digital sales are simply taking a breather before their next leg higher. The e-commerce market is expected to climb from $3.3 trillion today to $5.4 trillion by 2026, according to Morgan Stanley. Cross-border sales will help fuel that rise, aided by Global-e Online.Cross-border retail is brimming with potential pitfalls including customs and duties, inter-country regulatory compliance, currency exchange, foreign languages, and local payment methods. Global-e handles all that and more, helping merchants break into the potentially lucrative international marketplace.In fact, e-commerce powerhouse Shopify is so convinced of the company's future success that it owns a 10.2% stake in Global-e online worth more than $373 million, while also making it a strategic partner and exclusive provider of cross-border services for Shopify's 1.7 million merchants. That's a heady endorsement from the world's largest e-commerce platform and purveyor of software-as-a-service (SaaS) tools for digital retail.Global-e's third-quarter results quell the notion that the best days of e-commerce have passed. In the third quarter, revenue grew 79% year over year, driven by gross merchandise volume (GMV) soaring 77% higher. The company continues to generate a net loss under generally accepted accounting principles (GAAP), but generates positive operating cash flow, which shows its lack of profits is the result of noncash items including depreciation.The results suggest Global-e Online has the inside track for the next generation of e-commerce.HubSpotNo longer confined to its inbound marketing roots, HubSpot has expanded its expertise to nearly every facet of customer relationship management (CRM), taking a page from the Salesforce playbook. The company now offers a host of solutions that run the gamut of customer needs, including marketing, sales, service, operations, and a content management system (CMS).In the third quarter, HubSpot's total revenue grew 38% year over year in constant currency, while its adjusted net income grew 24%. GAAP profits are still elusive, but the company is profitable on an adjusted basis and generating strong free cash flow, which suggests profits are merely a matter of time.HubSpot also delivered robust customer growth, up 25% year over year. At the same time, average subscription revenue per customer grew 12% and net revenue retention was 109%. Both were fueled by customers' continued adoption of multiple products.It's also worth mentioning HubSpot's opportunity continues to grow. Management estimates its current total addressable market (TAM) of $45 billion will climb to $72 billion by 2027. When viewed in the context of its 2021 revenue of $1.3 billion, that helps illustrate the magnitude of the opportunity that remains.Customer relationship management is a key driver of business success and HubSpot is a leading provider for the next generation of companies.Image source: Getty Images.OktaOne need only peruse the headlines to understand the importance of preventing unauthorized intrusions. Okta has taken the task head-on, upending the genre with cloud-based identity verification and access management solutions. Its platform acts as a frontline of defenses, ensuring employees, customers, and even contractors who access company systems have the necessary credentials. Furthermore, Okta's zero-trust model is quickly becoming the industry standard, enjoying broad adoption. This helps prevent its customers from making the front page as the latest victim of malicious intrusions.For the fiscal 2023 first quarter (ended Oct. 31), revenue grew by 37% year over year, while its remaining performance obligation (RPO) -- which is made up of unbilled subscription revenue -- grew 21%. The current portion of RPO grew 34% year over year, suggesting its future growth will likely be remarkably consistent -- an important consideration in challenging times. Furthermore, management said it expects adjusted profits for its 2024 full fiscal year, which begins Feb. 1, 2023.While Okta initially experienced challenges integrating Auth0, the acquisition appears to have turned the corner, significantly expanding the company's path for future growth.Furthermore, Okta has been recognized by both Forrester Research and Gartner as a leader in the field of customer identity and access management.The need to fortify business systems and prevent hacks, data breaches, and other unauthorized intrusions has never been greater. Okta has proven its worth as a leader in the field.SnowflakeThe digital transformation is ongoing, sending a tsunami of data, applications, and software to the cloud. Unfiltered data gathered in one place could provide leaders with a wealth of information and insight, but the challenge is not only gathering disparate systems and data in one place, but also having the technology to extract meaningful intelligence.Snowflake has the solution. Sure, the company provides the ability to store small or large amounts of data on its cloud-based system. But it also offers a multitude of services that helps companies transition and analyze the data, resulting in actionable information.In its fiscal 2023 third quarter (ended Oct. 31), revenue grew an impressive 67% year over year, fueled by product revenue that also grew 67%. Perhaps more importantly, Snowflake's RPO -- a leading indicator -- climbed 66%, suggesting its robust growth has legs. Losses continue to pile up, but Snowflake generates strong free cash flow, which shows that it's just a matter of time before the company is solidly profitable.Snowflake's customer metrics are equally compelling. Its total customer count grew 34%, but those spending $1 million or more in trailing 12-month revenue grew 94%, showing the value it provides to enterprise-level businesses. Furthermore, existing customers tend to spend more money over time, as evidenced by the company's net revenue retention rate of 165%.This is just the start of the digital transformation and Snowflake's use-based pricing is attracting plenty of next-generation converts.The Trade DeskIn tough economic times, one of the first line items in the income statement to take a hit is the advertising budget. As a result, the world's biggest digital advertisers are suffering. Alphabet's ad revenue grew just 6% year over year in the third quarter, while Meta Platforms saw revenue decline by 4%.By comparison, The Trade Desk -- with its cutting-edge programmatic adtech platform -- prospered, with revenue that grew 31% year over year, while adjusted earnings per share surged 44%.Why the difference? The Trade Desk's platform was designed to cater to the needs of advertisers and the most recent upgrade allows marketers to create ad campaigns that integrate their own first-party customer data -- which in turn helps them better reach their target market.Furthermore, The Trade Desk has built a broad coalition of the world's biggest advertisers, which are adopting its Unified ID 2.0, the heir-apparent to replace cookies. The system doesn't use personally identifiable information, a clear win in this age of growing privacy concerns.Another big attraction for advertisers is The Trade Desk's transparent pricing. The company shows not only the cost of the ad, but its own cut, something that's unheard of in the industry. This keeps customers coming back for more as evidenced by its 95% customer retention rate, which has stayed above that rate for more than eight years.The Trade Desk's adtech solutions are unrivaled in the advertising industry, which should help the company continue to grow for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928611444,"gmtCreate":1671257128989,"gmtModify":1676538516832,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Ok thanks","listText":"Ok thanks","text":"Ok thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928611444","repostId":"2291029816","repostType":2,"repost":{"id":"2291029816","pubTimestamp":1671255896,"share":"https://ttm.financial/m/news/2291029816?lang=&edition=fundamental","pubTime":"2022-12-17 13:44","market":"us","language":"en","title":"5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2291029816","media":"Motley Fool","summary":"The Oracle of Omaha's $5.9 billion hidden portfolio is home to five amazing companies that are ripe for the picking.","content":"<html><head></head><body><p>Since becoming CEO of <b>Berkshire Hathaway</b> (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company&#39;s Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.</p><p>Riding Warren Buffett&#39;s coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.</p><p>In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett&#39;s &#34;secret portfolio.&#34;</p><p>Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it&#39;s required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett&#39;s secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.</p><h2>Johnson &amp; Johnson</h2><p>Considering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That&#39;s what makes healthcare stock <b>Johnson &amp; Johnson</b> (JNJ -1.26%) a screaming buy in 2023.</p><p>The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&amp;J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.</p><p>Another reason for Johnson &amp; Johnson&#39;s success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company&#39;s growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That&#39;s where the company&#39;s leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.</p><p>If you need one more reason to trust in Johnson &amp; Johnson, consider that it&#39;s one of just two publicly traded companies with the highly coveted AAA credit rating from Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>.</p><h2>Visa</h2><p>Payment processor <b>Visa</b> (V -2.54%) is a second stellar stock in Warren Buffett&#39;s secret portfolio that&#39;s a surefire buy in 2023.</p><p>Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it&#39;s important to understand that Visa has time on its side. Historically, recessions don&#39;t last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.</p><p>It also doesn&#39;t hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.</p><p>Don&#39;t overlook Visa&#39;s international opportunity, either. Since most global transactions are still being conducted in cash, there&#39;s ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Walt Disney.</p><h2>Walt Disney</h2><p>The third phenomenal stock in Warren Buffett&#39;s secret portfolio that makes for a smart buy in 2023 is media behemoth <b>Walt Disney</b> (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can&#39;t be ignored.</p><p>What&#39;s really impressive about Walt Disney is the way it&#39;s able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.</p><p>But it&#39;s the company&#39;s streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney&#39;s characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.</p><p>And don&#39;t forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the &#34;House of Mouse&#34; and spearheaded Disney&#39;s growth for decades. Expect more of the same as long as he has the reins.</p><h2>Bank of America</h2><p>Money-center giant <b>Bank of America</b> (BAC -1.58%) is the fourth amazing company in Warren Buffett&#39;s secret portfolio that&#39;s begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.</p><p>To begin with, BofA has been benefiting from the Federal Reserve&#39;s aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.</p><p>As I&#39;ve previously pointed out, Bank of America&#39;s digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.</p><p>The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it&#39;s not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.</p><h2>PayPal Holdings</h2><p>The fifth phenomenal stock in Warren Buffett&#39;s secret portfolio that&#39;s a screaming buy in 2023 is fintech stock <b>PayPal Holdings</b> (PYPL -3.94%).</p><p>Despite inflation attacking the pocketbooks of low-earning workers, PayPal&#39;s digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.</p><p>Equally important is PayPal&#39;s innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced &#34;Pay Monthly,&#34; which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company&#39;s operating expenses in 2023, PayPal isn&#39;t skimping on innovation.</p><p>But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That&#39;s up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.</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>5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","BAC":"美国银行","PYPL":"PayPal","BRK.A":"伯克希尔","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291029816","content_text":"Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company's Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.Riding Warren Buffett's coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett's \"secret portfolio.\"Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it's required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett's secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.Johnson & JohnsonConsidering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That's what makes healthcare stock Johnson & Johnson (JNJ -1.26%) a screaming buy in 2023.The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.Another reason for Johnson & Johnson's success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company's growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That's where the company's leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.If you need one more reason to trust in Johnson & Johnson, consider that it's one of just two publicly traded companies with the highly coveted AAA credit rating from Standard & Poor's, a division of S&P Global.VisaPayment processor Visa (V -2.54%) is a second stellar stock in Warren Buffett's secret portfolio that's a surefire buy in 2023.Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it's important to understand that Visa has time on its side. Historically, recessions don't last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.It also doesn't hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.Don't overlook Visa's international opportunity, either. Since most global transactions are still being conducted in cash, there's ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.Image source: Walt Disney.Walt DisneyThe third phenomenal stock in Warren Buffett's secret portfolio that makes for a smart buy in 2023 is media behemoth Walt Disney (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can't be ignored.What's really impressive about Walt Disney is the way it's able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.But it's the company's streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney's characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.And don't forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the \"House of Mouse\" and spearheaded Disney's growth for decades. Expect more of the same as long as he has the reins.Bank of AmericaMoney-center giant Bank of America (BAC -1.58%) is the fourth amazing company in Warren Buffett's secret portfolio that's begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.To begin with, BofA has been benefiting from the Federal Reserve's aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.As I've previously pointed out, Bank of America's digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it's not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.PayPal HoldingsThe fifth phenomenal stock in Warren Buffett's secret portfolio that's a screaming buy in 2023 is fintech stock PayPal Holdings (PYPL -3.94%).Despite inflation attacking the pocketbooks of low-earning workers, PayPal's digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.Equally important is PayPal's innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced \"Pay Monthly,\" which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company's operating expenses in 2023, PayPal isn't skimping on innovation.But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That's up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928839188,"gmtCreate":1671237654145,"gmtModify":1676538513212,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928839188","repostId":"1184505870","repostType":2,"repost":{"id":"1184505870","pubTimestamp":1671236736,"share":"https://ttm.financial/m/news/1184505870?lang=&edition=fundamental","pubTime":"2022-12-17 08:25","market":"us","language":"en","title":"PLTR Stock Alert: What to Know About Palantir’s Newest Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1184505870","media":"InvestorPlace","summary":"Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press relea","content":"<html><head></head><body><ul><li>Palantir (PLTR) stock moved down today, despite a key announcement.</li><li>The company said in a press release that another commercial client will deploy Palantir Foundry.</li><li>However, this multi-year, multi-million dollar deal hasn’t been enough to assuage market concerns today.</li></ul><p>It’s a bloodbath once again in the market today. Accordingly, shares of most growth stocks are feeling pain as quad-witching hour in the options market takes hold. For shareholders in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> this is also the case, with PLTR stock dropping more than 2% at the time of writing.</p><p>This decline is notable, because the company actually put forward some positive news today. Palantir announced that it has entered into a new partnership with Integrity Mold &amp; Tool to deploy its foundry product across various segments of Integrity’s business.</p><p>With a new partnership in hand, many investors may have expected to see a rally today. However, given the overall nature of the market, being down “only” 2% may be a win.</p><p>Let’s dive more into what this announcement entails for investors.</p><h3>PLTR Stock Dips Despite Key Announcement</h3><p>In Palantir’s press release, few formal metrics were given. This was cited as a “multi-year, multi-million dollar deal,” though just how significant the deal is in terms of revenue for Palantir is unclear.</p><p>However, the significance of this deal is that it is yet another feather in the cap of Palantir’s commercial line of business. Known for its major government contracts, Palantir has been looking to diversify its revenue streams further. This deal is another step forward in this regard.</p><p>It’s also interesting to see Integrity tap Palantir as its partner in driving a digital transformation at the company. Should more corporations choose to deploy Palantir Foundry, perhaps more visible, significant growth in this segment could boost the company’s stock price.</p><p>Unfortunately, the market is looking through any such news items today. It’s another day where valuations are being taken down, as the economic outlook for 2023 remains muted. Thus, until the next bull market rally, PLTR stock may continue to be under the microscope.</p></body></html>","source":"investorplace","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>PLTR Stock Alert: What to Know About Palantir’s Newest Partnership</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\">\nPLTR Stock Alert: What to Know About Palantir’s Newest Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/pltr-stock-alert-what-to-know-about-palantirs-newest-partnership/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press release that another commercial client will deploy Palantir Foundry.However, this multi-year, multi-...</p>\n\n<a href=\"https://investorplace.com/2022/12/pltr-stock-alert-what-to-know-about-palantirs-newest-partnership/\">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://investorplace.com/2022/12/pltr-stock-alert-what-to-know-about-palantirs-newest-partnership/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184505870","content_text":"Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press release that another commercial client will deploy Palantir Foundry.However, this multi-year, multi-million dollar deal hasn’t been enough to assuage market concerns today.It’s a bloodbath once again in the market today. Accordingly, shares of most growth stocks are feeling pain as quad-witching hour in the options market takes hold. For shareholders in Palantir this is also the case, with PLTR stock dropping more than 2% at the time of writing.This decline is notable, because the company actually put forward some positive news today. Palantir announced that it has entered into a new partnership with Integrity Mold & Tool to deploy its foundry product across various segments of Integrity’s business.With a new partnership in hand, many investors may have expected to see a rally today. However, given the overall nature of the market, being down “only” 2% may be a win.Let’s dive more into what this announcement entails for investors.PLTR Stock Dips Despite Key AnnouncementIn Palantir’s press release, few formal metrics were given. This was cited as a “multi-year, multi-million dollar deal,” though just how significant the deal is in terms of revenue for Palantir is unclear.However, the significance of this deal is that it is yet another feather in the cap of Palantir’s commercial line of business. Known for its major government contracts, Palantir has been looking to diversify its revenue streams further. This deal is another step forward in this regard.It’s also interesting to see Integrity tap Palantir as its partner in driving a digital transformation at the company. Should more corporations choose to deploy Palantir Foundry, perhaps more visible, significant growth in this segment could boost the company’s stock price.Unfortunately, the market is looking through any such news items today. It’s another day where valuations are being taken down, as the economic outlook for 2023 remains muted. Thus, until the next bull market rally, PLTR stock may continue to be under the microscope.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965219834,"gmtCreate":1669956828128,"gmtModify":1676538278321,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965219834","repostId":"2288381611","repostType":4,"repost":{"id":"2288381611","pubTimestamp":1669944178,"share":"https://ttm.financial/m/news/2288381611?lang=&edition=fundamental","pubTime":"2022-12-02 09:22","market":"us","language":"en","title":"Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2288381611","media":"Fortune","summary":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame infl","content":"<html><head></head><body><p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.</p><p>To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.</p><p>That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.</p><p>“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.</p><p>It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.</p><h2><b>Musk’s recession warnings</b></h2><p>Musk’s warnings about an economic downturn have become significantly darker over the past several months.</p><p>In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.</p><p>“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”</p><p>In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.</p><p>“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.</p><p>But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.</p><p>“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.</p><p>“I have recession PTSD from keeping X and hotlink]<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.</p><p>The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.</p><p>Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.</p><p>In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.</p><h2><b>No chance of a Fed pivot</b></h2><p>By calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.</p><p>But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.</p><p>Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 09:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2288381611","content_text":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.Musk’s recession warningsMusk’s warnings about an economic downturn have become significantly darker over the past several months.In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.“I have recession PTSD from keeping X and hotlink]PayPal[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.No chance of a Fed pivotBy calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966472942,"gmtCreate":1669631069586,"gmtModify":1676538216021,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966472942","repostId":"9966987299","repostType":1,"repost":{"id":9966987299,"gmtCreate":1669375916000,"gmtModify":1676538191562,"author":{"id":"4117298408154592","authorId":"4117298408154592","name":"David Shoko","avatar":"https://community-static.tradeup.com/news/910e2ecc8e82a97f0d2efc7d02d0c5af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117298408154592","authorIdStr":"4117298408154592"},"themes":[],"title":"2022 Q3 Earnings Review Part IV: Biotechnology and Healthcare","htmlText":"(The Street) Pfizer beat on the top and bottom lines and the management raised its full-year revenue guidance. AmerisourceBergen reported an impressive quarter with a earnings and revenue&nbsp;beat. As demand falls, BioNTech still reported a strong quarter as management looks to pivot the business to its expanding drug pipeline. Medtronic reported a mixed quarter that was coupled with a cautious outlook from management. The healthcare and biotechnology sectors continue to be areas where investors continue to hide from the sell-off in the technology-heavy NASDAQ index. The third quarter earnings showed that healthcare-related stocks continue to be resilient as companies pivot from the pandemic to a sense of normalization. Healthcare continues to be a secular growth winner as the population","listText":"(The Street) Pfizer beat on the top and bottom lines and the management raised its full-year revenue guidance. AmerisourceBergen reported an impressive quarter with a earnings and revenue&nbsp;beat. As demand falls, BioNTech still reported a strong quarter as management looks to pivot the business to its expanding drug pipeline. Medtronic reported a mixed quarter that was coupled with a cautious outlook from management. The healthcare and biotechnology sectors continue to be areas where investors continue to hide from the sell-off in the technology-heavy NASDAQ index. The third quarter earnings showed that healthcare-related stocks continue to be resilient as companies pivot from the pandemic to a sense of normalization. Healthcare continues to be a secular growth winner as the population","text":"(The Street) Pfizer beat on the top and bottom lines and the management raised its full-year revenue guidance. AmerisourceBergen reported an impressive quarter with a earnings and revenue beat. As demand falls, BioNTech still reported a strong quarter as management looks to pivot the business to its expanding drug pipeline. Medtronic reported a mixed quarter that was coupled with a cautious outlook from management. The healthcare and biotechnology sectors continue to be areas where investors continue to hide from the sell-off in the technology-heavy NASDAQ index. The third quarter earnings showed that healthcare-related stocks continue to be resilient as companies pivot from the pandemic to a sense of normalization. Healthcare continues to be a secular growth winner as the population","images":[{"img":"https://static.tigerbbs.com/be8ef8b820a67833b541a42d2b1cc0a2"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966987299","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961659807,"gmtCreate":1668948508410,"gmtModify":1676538131217,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛","listText":"I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛","text":"I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961659807","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969331318,"gmtCreate":1668347990434,"gmtModify":1676538043637,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/5fab15b02f81dcfa94785293c8b49eb9","width":"1125","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969331318","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987424375,"gmtCreate":1667969249098,"gmtModify":1676537992454,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Haiz","listText":"Haiz","text":"Haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987424375","repostId":"1119565865","repostType":2,"repost":{"id":"1119565865","pubTimestamp":1667970397,"share":"https://ttm.financial/m/news/1119565865?lang=&edition=fundamental","pubTime":"2022-11-09 13:06","market":"us","language":"en","title":"Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing","url":"https://stock-news.laohu8.com/highlight/detail?id=1119565865","media":"Seeking Alpha","summary":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenu","content":"<html><head></head><body><h2>Summary</h2><ul><li>My investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.</li><li>Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.</li><li>I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>I was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company&#39;s business prospects, but was disappointed with how Alex Karp&#39;s (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp&#39;s letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.</p><p>Since 2022 isn&#39;t playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2&#39;s, but the results weren&#39;t overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir&#39;s revenue growth won&#39;t hit Alek Karp&#39;s projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bce4c6da47a33baf858c7b09566bba8\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><h2>The ugly part of Q3 and how it is making my projections change</h2><p>In Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.</p><p>I built a model based on PLTR&#39;s commentary and their 2021 FCF margin. In my model, which is below, I had PLTR&#39;s revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021&#39;s FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83ae01fb83faa817f70110891f770c9b\" tg-width=\"640\" tg-height=\"66\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d239d9dac695fda355bc570b6c2ea77\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I can no longer use the model I previously based my investment thesis around because PLTR&#39;s projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR&#39;s FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR&#39;s revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR&#39;s FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d97f8eea6c89e38d0b039fe76b44b0\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I built 2 models to see where PLTR&#39;s numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021&#39;s FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.</p><p>In model 2, I made the assumption that PLTR&#39;s revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.</p><p>I don&#39;t have a crystal ball, so I don&#39;t know which model is more accurate, but 2022 isn&#39;t what PLTR had hoped for, and it&#39;s certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn&#39;t enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35b01bc10374ca97fc6d7dd4f131c7aa\" tg-width=\"640\" tg-height=\"147\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c52c2f63ca61a261775c95bca20c753b\" tg-width=\"640\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>The other aspect I am not thrilled about is PLTR&#39;s stock-based compensation (&#34;SBCU&#34;), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.</p><p>The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it&#39;s expensed to, but we don&#39;t know how it&#39;s distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn&#39;t hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.</p><p>As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it&#39;s beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.</p><h2>By the numbers, 2022 isn&#39;t what I had hoped it would be, Q3 earnings weren&#39;t entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?</h2><p>Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.</p><p>Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR&#39;s software.</p><p>PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR&#39;s testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871aee443bc3808cd89c5fc1e4ba2514\" tg-width=\"640\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>Once again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR&#39;s new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn&#39;t a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.</p><p>PLTR didn&#39;t go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR&#39;s new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.</p><p>I wasn&#39;t thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.</p><p>I was very critical of PLTR&#39;s revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn&#39;t materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a0de766ef9082a731f07346df7c55b\" tg-width=\"539\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>No matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR&#39;s previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it&#39;s up 31% YoY. In Q3 PLTR&#39;s total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.</p><p>For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn&#39;t have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?</p><h2>Conclusion</h2><p>As a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.</p><p>That being said, I am not bearish and find Palantir&#39;s current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR&#39;s numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.</p><p><i>This article is written by Steven Fiorillo for reference only. Please note the risks.</i></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>Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing</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: -11.48% After Earnings, And My Investment Thesis Is Changing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing\">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/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119565865","content_text":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.Michael ViI was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company's business prospects, but was disappointed with how Alex Karp's (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp's letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.Since 2022 isn't playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2's, but the results weren't overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir's revenue growth won't hit Alek Karp's projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.Seeking AlphaThe ugly part of Q3 and how it is making my projections changeIn Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.I built a model based on PLTR's commentary and their 2021 FCF margin. In my model, which is below, I had PLTR's revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021's FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.Steven Fiorillo, Palantir, Seeking AlphaPalantirI can no longer use the model I previously based my investment thesis around because PLTR's projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR's FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR's revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR's FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.PalantirI built 2 models to see where PLTR's numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021's FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.In model 2, I made the assumption that PLTR's revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.I don't have a crystal ball, so I don't know which model is more accurate, but 2022 isn't what PLTR had hoped for, and it's certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn't enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.Steven Fiorillo, Palantir, Seeking AlphaPalantirThe other aspect I am not thrilled about is PLTR's stock-based compensation (\"SBCU\"), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it's expensed to, but we don't know how it's distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn't hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it's beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.By the numbers, 2022 isn't what I had hoped it would be, Q3 earnings weren't entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR's software.PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR's testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.PalantirOnce again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR's new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn't a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.PLTR didn't go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR's new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.I wasn't thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.I was very critical of PLTR's revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn't materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.PalantirNo matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR's previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it's up 31% YoY. In Q3 PLTR's total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn't have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?ConclusionAs a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.That being said, I am not bearish and find Palantir's current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR's numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.This article is written by Steven Fiorillo for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047938077,"gmtCreate":1656849375299,"gmtModify":1676535903563,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047938077","repostId":"9044348429","repostType":1,"repost":{"id":9044348429,"gmtCreate":1656719470835,"gmtModify":1676535881551,"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000725","authorIdStr":"9000000000000725"},"themes":[],"title":"Warren Buffett says these are the best stocks to own when inflation spikes","htmlText":"Price levels continue to rise at a rate we haven’t seen in decades. In May, U.S. consumer prices surged 8.6% from a year ago — the biggest increase since December 1981.Spiking inflation has severe consequences for your cash savings.&nbsp;Fortunately, investing legend Warren Buffett has plenty of advice onwhat to own when consumer prices spike.In a 1981 letter to shareholders, Buffett highlighted two business traits that investors should look for when trying to fight inflation: 1) the power to increase prices easily, and 2) the ability to take on more business without having to spend excessively.Here are four Berkshire holdings that largely boast those characteristics.American Express (AXP)Last year, American Express<a href=\"https://laohu8.com/S/AXP\">$American Express(AXP)$</a> demonstrated","listText":"Price levels continue to rise at a rate we haven’t seen in decades. In May, U.S. consumer prices surged 8.6% from a year ago — the biggest increase since December 1981.Spiking inflation has severe consequences for your cash savings.&nbsp;Fortunately, investing legend Warren Buffett has plenty of advice onwhat to own when consumer prices spike.In a 1981 letter to shareholders, Buffett highlighted two business traits that investors should look for when trying to fight inflation: 1) the power to increase prices easily, and 2) the ability to take on more business without having to spend excessively.Here are four Berkshire holdings that largely boast those characteristics.American Express (AXP)Last year, American Express<a href=\"https://laohu8.com/S/AXP\">$American Express(AXP)$</a> demonstrated","text":"Price levels continue to rise at a rate we haven’t seen in decades. In May, U.S. consumer prices surged 8.6% from a year ago — the biggest increase since December 1981.Spiking inflation has severe consequences for your cash savings. Fortunately, investing legend Warren Buffett has plenty of advice onwhat to own when consumer prices spike.In a 1981 letter to shareholders, Buffett highlighted two business traits that investors should look for when trying to fight inflation: 1) the power to increase prices easily, and 2) the ability to take on more business without having to spend excessively.Here are four Berkshire holdings that largely boast those characteristics.American Express (AXP)Last year, American Express$American Express(AXP)$ demonstrated","images":[{"img":"https://community-static.tradeup.com/news/a938a853b017e86a99dbe44dd6545592","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044348429","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047931897,"gmtCreate":1656849261119,"gmtModify":1676535903547,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ALRN\">$Aileron Therapeutics Inc(ALRN)$</a>hope it goes up again","listText":"<a href=\"https://ttm.financial/S/ALRN\">$Aileron Therapeutics Inc(ALRN)$</a>hope it goes up again","text":"$Aileron Therapeutics Inc(ALRN)$hope it goes up again","images":[{"img":"https://community-static.tradeup.com/news/e016af10923b9dc5fe057c0b23506938","width":"1125","height":"2803"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047931897","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015395299,"gmtCreate":1649424427848,"gmtModify":1676534509692,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099491128822780","authorIdStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a>this&nbsp;","listText":"<a href=\"https://ttm.financial/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a>this&nbsp;","text":"$Gores Guggenheim Inc(GGPI)$this","images":[{"img":"https://community-static.tradeup.com/news/b2c3bedaf4053a9fc624275e36b18c10","width":"1125","height":"2976"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015395299","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9965219834,"gmtCreate":1669956828128,"gmtModify":1676538278321,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965219834","repostId":"2288381611","repostType":4,"repost":{"id":"2288381611","pubTimestamp":1669944178,"share":"https://ttm.financial/m/news/2288381611?lang=&edition=fundamental","pubTime":"2022-12-02 09:22","market":"us","language":"en","title":"Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2288381611","media":"Fortune","summary":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame infl","content":"<html><head></head><body><p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.</p><p>To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.</p><p>That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.</p><p>“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.</p><p>It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.</p><h2><b>Musk’s recession warnings</b></h2><p>Musk’s warnings about an economic downturn have become significantly darker over the past several months.</p><p>In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.</p><p>“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”</p><p>In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.</p><p>“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.</p><p>But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.</p><p>“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.</p><p>“I have recession PTSD from keeping X and hotlink]<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.</p><p>The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.</p><p>Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.</p><p>In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.</p><h2><b>No chance of a Fed pivot</b></h2><p>By calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.</p><p>But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.</p><p>Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Just Accused the Fed of \"Massively Amplifying\" the Risk of a Severe Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 09:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six...</p>\n\n<a href=\"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://finance.yahoo.com/news/elon-musk-just-accused-fed-194950560.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2288381611","content_text":"The world’s wealthiest man has weighed in on the Federal Reserve’s all-or-nothing fight to tame inflation.To bring down soaring inflation in the U.S., the Federal Reserve has raised interest rates six times so far this year in an effort to slow down the economy and bring prices back down. The speed and size of the rate hikes have left investors on edge, with many worried the Fed will overcorrect, if it hasn’t already, and steer the economy into a recession.That view is shared by Tesla and Twitter CEO Elon Musk, who wrote on Twitter Wednesday that the most recent economic trends are “concerning,” adding that not only is a recession highly likely, but that the Fed is risking escalating how severe it will be by committing to its strategy of interest rate hikes.“Trend is concerning. Fed needs to cut interest rates immediately. They are massively amplifying the probability of a severe recession,” Musk wrote.It isn’t the first time Musk has warned of a coming recession, although the tech CEO has become increasingly concerned about the prospect of a downturn in recent months. While inflation has shown some signs of easing in the past month, the Fed is set to proceed on its trajectory of rate hikes, signaling that it will approve more interest rate increases in the future and potentially into next year—albeit smaller ones.Musk’s recession warningsMusk’s warnings about an economic downturn have become significantly darker over the past several months.In May, he said that a recession would probably last “12 to 18 months,” but spoke of an economic downturn as an inevitable reality of the business cycle, and one that wouldn’t necessarily be a bad thing.“These things pass, and then there will be boom times again,” he said. “What tends to happen is, if you have a boom that goes on for too long, you get misallocation of capital—it starts raining money on fools, basically.”In October, the tech entrepreneur predicted a recession would probably last until the spring of 2024, but maintained that recessions could be a net-positive by weeding out so-called zombie companies that do little to help the economy.“Recessions do have a silver lining in that companies that shouldn’t exist stop existing,” Musk wrote on Twitter at the time.But more recent comments Musk made since officially taking over social media company Twitter last month paint a more concerning picture of the next recession. At Twitter, Musk laid off around half of the company’s staff and hundreds more later resigned, as the new CEO seeks to cut costs where he can in view of a coming economic downturn.“I’ve been through the recession of 2000 and 2001 and 2008–09, and I’m somewhat paranoid about dying in recessions,” Musk told Twitter staff earlier this month, according to a recording of his comments acquired by The Verge.“I have recession PTSD from keeping X and hotlink]PayPal[/hotlink] alive through the 2000 recession, keeping Tesla alive in the 2009 recession,” he said.The Fed’s interest rate hikes have not been kind to the stock market this year either, with tech stocks being hit especially hard. Musk’s companies have not been spared, with Tesla stock falling nearly 53% this year. Musk may have lost more than $100 billion this year owing to Tesla’s drop in value, Bloomberg reported earlier this month.Twitter also saw its fortunes tumble during the tech stock rout earlier this year, with the company’s declining stock value thought to be one reason Musk initially pulled out of his takeover deal in July, when Twitter’s value had fallen by more than 20% from what it was when Musk had first made an offer to buy the company.In September, Musk made another call for the Federal Reserve to stop focusing on inflation and cut interest rates instead, citing the risk of deflation or rapidly declining prices. But recent signals from the Fed suggest pivoting away from inflation or interest rate hikes anytime soon is not an option.No chance of a Fed pivotBy calling on the Fed to cut interest rates, Musk joins the chorus of investors and market-watchers who have eagerly sought signs of a Fed “pivot” this year, evidence that the central bank might soon stop raising interest rates, and potentially even reverse them.But while Fed officials have signaled that they are open to smaller rate hikes in the future as inflation shows signs of leveling off, chances of a pivot are dim; Federal Reserve Chair Jerome Powell indicated on Wednesday that the Fed was preparing for smaller rate hikes moving forward. Officials at the central bank have disagreed on how forcefully the Fed should approach rate hikes, but they have made clear that halting hikes altogether is off the table, even if it means sparking a recession.Bringing inflation down to the Fed’s target rate of 2% would “guarantee an overshoot and a deep recession,” the Fed’s own Atlanta president Raphael Bostic said earlier this month, and even Powell warned in August that the central bank was prepared to “bring some pain” to the economy in order to bring inflation down.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928611444,"gmtCreate":1671257128989,"gmtModify":1676538516832,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Ok thanks","listText":"Ok thanks","text":"Ok thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928611444","repostId":"2291029816","repostType":2,"repost":{"id":"2291029816","pubTimestamp":1671255896,"share":"https://ttm.financial/m/news/2291029816?lang=&edition=fundamental","pubTime":"2022-12-17 13:44","market":"us","language":"en","title":"5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2291029816","media":"Motley Fool","summary":"The Oracle of Omaha's $5.9 billion hidden portfolio is home to five amazing companies that are ripe for the picking.","content":"<html><head></head><body><p>Since becoming CEO of <b>Berkshire Hathaway</b> (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company&#39;s Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.</p><p>Riding Warren Buffett&#39;s coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.</p><p>In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett&#39;s &#34;secret portfolio.&#34;</p><p>Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it&#39;s required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett&#39;s secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.</p><h2>Johnson &amp; Johnson</h2><p>Considering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That&#39;s what makes healthcare stock <b>Johnson &amp; Johnson</b> (JNJ -1.26%) a screaming buy in 2023.</p><p>The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&amp;J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.</p><p>Another reason for Johnson &amp; Johnson&#39;s success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company&#39;s growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That&#39;s where the company&#39;s leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.</p><p>If you need one more reason to trust in Johnson &amp; Johnson, consider that it&#39;s one of just two publicly traded companies with the highly coveted AAA credit rating from Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>.</p><h2>Visa</h2><p>Payment processor <b>Visa</b> (V -2.54%) is a second stellar stock in Warren Buffett&#39;s secret portfolio that&#39;s a surefire buy in 2023.</p><p>Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it&#39;s important to understand that Visa has time on its side. Historically, recessions don&#39;t last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.</p><p>It also doesn&#39;t hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.</p><p>Don&#39;t overlook Visa&#39;s international opportunity, either. Since most global transactions are still being conducted in cash, there&#39;s ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Walt Disney.</p><h2>Walt Disney</h2><p>The third phenomenal stock in Warren Buffett&#39;s secret portfolio that makes for a smart buy in 2023 is media behemoth <b>Walt Disney</b> (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can&#39;t be ignored.</p><p>What&#39;s really impressive about Walt Disney is the way it&#39;s able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.</p><p>But it&#39;s the company&#39;s streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney&#39;s characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.</p><p>And don&#39;t forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the &#34;House of Mouse&#34; and spearheaded Disney&#39;s growth for decades. Expect more of the same as long as he has the reins.</p><h2>Bank of America</h2><p>Money-center giant <b>Bank of America</b> (BAC -1.58%) is the fourth amazing company in Warren Buffett&#39;s secret portfolio that&#39;s begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.</p><p>To begin with, BofA has been benefiting from the Federal Reserve&#39;s aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.</p><p>As I&#39;ve previously pointed out, Bank of America&#39;s digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.</p><p>The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it&#39;s not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.</p><h2>PayPal Holdings</h2><p>The fifth phenomenal stock in Warren Buffett&#39;s secret portfolio that&#39;s a screaming buy in 2023 is fintech stock <b>PayPal Holdings</b> (PYPL -3.94%).</p><p>Despite inflation attacking the pocketbooks of low-earning workers, PayPal&#39;s digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.</p><p>Equally important is PayPal&#39;s innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced &#34;Pay Monthly,&#34; which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company&#39;s operating expenses in 2023, PayPal isn&#39;t skimping on innovation.</p><p>But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That&#39;s up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.</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>5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","BAC":"美国银行","PYPL":"PayPal","BRK.A":"伯克希尔","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291029816","content_text":"Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company's Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.Riding Warren Buffett's coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett's \"secret portfolio.\"Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it's required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett's secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.Johnson & JohnsonConsidering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That's what makes healthcare stock Johnson & Johnson (JNJ -1.26%) a screaming buy in 2023.The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.Another reason for Johnson & Johnson's success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company's growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That's where the company's leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.If you need one more reason to trust in Johnson & Johnson, consider that it's one of just two publicly traded companies with the highly coveted AAA credit rating from Standard & Poor's, a division of S&P Global.VisaPayment processor Visa (V -2.54%) is a second stellar stock in Warren Buffett's secret portfolio that's a surefire buy in 2023.Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it's important to understand that Visa has time on its side. Historically, recessions don't last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.It also doesn't hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.Don't overlook Visa's international opportunity, either. Since most global transactions are still being conducted in cash, there's ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.Image source: Walt Disney.Walt DisneyThe third phenomenal stock in Warren Buffett's secret portfolio that makes for a smart buy in 2023 is media behemoth Walt Disney (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can't be ignored.What's really impressive about Walt Disney is the way it's able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.But it's the company's streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney's characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.And don't forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the \"House of Mouse\" and spearheaded Disney's growth for decades. Expect more of the same as long as he has the reins.Bank of AmericaMoney-center giant Bank of America (BAC -1.58%) is the fourth amazing company in Warren Buffett's secret portfolio that's begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.To begin with, BofA has been benefiting from the Federal Reserve's aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.As I've previously pointed out, Bank of America's digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it's not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.PayPal HoldingsThe fifth phenomenal stock in Warren Buffett's secret portfolio that's a screaming buy in 2023 is fintech stock PayPal Holdings (PYPL -3.94%).Despite inflation attacking the pocketbooks of low-earning workers, PayPal's digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.Equally important is PayPal's innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced \"Pay Monthly,\" which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company's operating expenses in 2023, PayPal isn't skimping on innovation.But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That's up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941247658,"gmtCreate":1680330975574,"gmtModify":1680334645723,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these&nbsp;will be over and tech&nbsp;stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these&nbsp;will be over and tech&nbsp;stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!","text":"$Tiger Brokers(TIGR)$ The market seems most of the time in downward trends due to Ukraine war, Fed interest hike announcement , once in a while China or U.S. announcing more stringent regulations in Chinese Company in U.S., vice versa. But in my view these will be over and tech stocks seems to be moving in upward trends in March. keeping myself optimisstic and investing cautiously at the same time. Don't put all your investment in a basket. Diversify to reducerisk. Cheers everyone and wish that we all HUAT AH!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941247658","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925664705,"gmtCreate":1672017887407,"gmtModify":1676538621780,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"That's bad..but SPAC is known for pump and dump with this&nbsp;trend created by traders.","listText":"That's bad..but SPAC is known for pump and dump with this&nbsp;trend created by traders.","text":"That's bad..but SPAC is known for pump and dump with this trend created by traders.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925664705","repostId":"1170769478","repostType":2,"repost":{"id":"1170769478","pubTimestamp":1672010968,"share":"https://ttm.financial/m/news/1170769478?lang=&edition=fundamental","pubTime":"2022-12-26 07:29","market":"us","language":"en","title":"SPAC Boom Ends in Frenzy of Liquidation","url":"https://stock-news.laohu8.com/highlight/detail?id=1170769478","media":"The Wall Street Journal","summary":"Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Paliha","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f34a020961dd78fe11cc6c81a3a5dac\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/><span>Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Palihapitiya.</span></p><p>During the boom in blank-check companies, their creatorscouldn’t launch them fast enough. Now they are rushing to liquidate their creations before the end of the year, marking an ugly conclusion to the SPAC frenzy.</p><p>With few prospects for deals soon and a surprise tax bill looming next year, special-purpose acquisition companies are closing at a rate of about four a day this month, nearly the same pace they were being launched when the sector peaked early last year.</p><p>Roughly 70 special-purpose acquisition companies haveliquidated and returned money to investorssince the start of December. That is more than the total number of SPAC liquidations in the market’s history, according to data provider SPAC Research. SPAC creators have lost more than $600 million on liquidations this month and more than $1.1 billion this year, the data show.</p><p>Many more SPACs have said they would wind down in the coming weeks. The trend is hurtingprolific backerssuch as venture capitalistChamath Palihapitiyaand private-equity billionaireAlec Gores, wealthy former business executives likeGary Cohnand big Wall Street firms such asKKR&amp; Co. andTPGInc.</p><p>For many of the big SPAC creators, the losses have barely dented the fortunes they made during the mania. Mr. Palihapitiya, who saidhe would shutter two SPACsin September, told The Wall Street Journal that his investment firm made about $750 million across several deals. The firm, Social Capital Holdings Inc., took public companies like space-tourism firmVirgin Galactic HoldingsInc. and personal-finance appSoFi TechnologiesInc.</p><p>Those SPACs that came late to the game are often struggling to find deals. Falling stock prices and rising interest rates haveessentially frozen the market for new public listings, making it difficult for executives to meet their two-year deadline to find a deal. Many of those deadlines are coming up in the first half of next year.</p><p>A 1%federal tax on share repurchasesthat is part of new climate, health and spending legislation has accelerated liquidations. Winding down a SPAC and returning cash to the investors could be considered a repurchase of the company’s existing shares, which would face the buyback tax beginning next year. Some analysts project SPAC liquidation losses will top $2 billion in the coming months.</p><p>“Something people thought was going to be a fantastic vehicle for creating wealth is looking increasingly like a poisoned chalice,” saidJohn Chachas, co-managing principal at Methuselah Advisors, a boutique investment bank that has advised companies fielding an increasing number of calls from SPACs desperate to find deals.</p><p><img src=\"https://static.tigerbbs.com/5f7d08be8cbf3bbff7754fae8720b7f3\" tg-width=\"753\" tg-height=\"528\" width=\"100%\" height=\"auto\"/></p><p>Also called a blank-check company, a SPAC is ashell firmthat raises money from investors and lists publicly with the sole purpose of merging with a private company to take it public. After regulators review the deal and it is completed, the company going public replaces the SPAC in the stock market.</p><p>Such mergers burst onto the scene as popular alternatives to traditional initial public offerings in 2020 and 2021. The boom turned into a bust during this year’s market reversal.</p><p>An exchange-traded fund tracking companies that went public this way is down more than 70% this year, dragged down by losses in startups such as sports-betting firmDraftKingsInc. and electric car maker Lucid Group Inc. Companies that went public via SPACs haveperformed worsethan other newly public companies this year.</p><p>One characteristic of SPACs is that investors can get their cash back if they don’t want to participate in a deal. When the market was hot, investors often held shares in the newly public startups, expecting big returns or selling immediately if shares had already gone up. Now they arepulling out before the deals close, dramatically reducing the amount of cash companies can raise.</p><p>SPACs are now paying less for companies than they did during the sector’s peak. The average valuation of startups announcing SPAC mergers has fallen to about $400 million this quarter from more than $2 billion for most of last year, Dealogic data show. Roughly 300 companies have gone public through SPACs in the last two years.</p><p>There are still nearly 400 SPACs together holding about $100 billion that have yet to find deals, according to SPAC Research. If roughly 200 of the SPACs liquidated, the losses for creators would be well above $2 billion, said New York University Law School professorMichael Ohlrogge, whostudies SPACs. SPAC creators have lost about $9 million on average through liquidations this year, money they paid to banks and law firms to set up the shell companies.</p><p>There are another roughly 150 SPACs holding about $25 billion that have reached merger agreements but haven’t closed them, including a blank-check firm that is trying to take publicDonald Trump’s social-media company, according to SPAC Research. Some of those will likely get called off, meaning liquidation losses could end up being even greater than expected.</p><p>To some observers, this year’s losses show why SPACs are inefficient for companies seeking to raise money or go public.</p><p>“It just emphasizes the needlessly wasteful aspects of the SPAC structure,” said Mr. Ohlrogge, who has proposed companies could get the benefits of a blank-check merger while doing a variation of a traditional IPO or direct listing.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPAC Boom Ends in Frenzy of Liquidation</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\">\nSPAC Boom Ends in Frenzy of Liquidation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 07:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/spac-boom-ends-in-frenzy-of-liquidation-11671917668?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Palihapitiya.During the boom in blank-check companies, their creatorscouldn’t launch them fast enough. Now...</p>\n\n<a href=\"https://www.wsj.com/articles/spac-boom-ends-in-frenzy-of-liquidation-11671917668?mod=hp_lead_pos1\">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://www.wsj.com/articles/spac-boom-ends-in-frenzy-of-liquidation-11671917668?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170769478","content_text":"Many SPACs have said they would wind down, hurting backers such as venture capitalist Chamath Palihapitiya.During the boom in blank-check companies, their creatorscouldn’t launch them fast enough. Now they are rushing to liquidate their creations before the end of the year, marking an ugly conclusion to the SPAC frenzy.With few prospects for deals soon and a surprise tax bill looming next year, special-purpose acquisition companies are closing at a rate of about four a day this month, nearly the same pace they were being launched when the sector peaked early last year.Roughly 70 special-purpose acquisition companies haveliquidated and returned money to investorssince the start of December. That is more than the total number of SPAC liquidations in the market’s history, according to data provider SPAC Research. SPAC creators have lost more than $600 million on liquidations this month and more than $1.1 billion this year, the data show.Many more SPACs have said they would wind down in the coming weeks. The trend is hurtingprolific backerssuch as venture capitalistChamath Palihapitiyaand private-equity billionaireAlec Gores, wealthy former business executives likeGary Cohnand big Wall Street firms such asKKR& Co. andTPGInc.For many of the big SPAC creators, the losses have barely dented the fortunes they made during the mania. Mr. Palihapitiya, who saidhe would shutter two SPACsin September, told The Wall Street Journal that his investment firm made about $750 million across several deals. The firm, Social Capital Holdings Inc., took public companies like space-tourism firmVirgin Galactic HoldingsInc. and personal-finance appSoFi TechnologiesInc.Those SPACs that came late to the game are often struggling to find deals. Falling stock prices and rising interest rates haveessentially frozen the market for new public listings, making it difficult for executives to meet their two-year deadline to find a deal. Many of those deadlines are coming up in the first half of next year.A 1%federal tax on share repurchasesthat is part of new climate, health and spending legislation has accelerated liquidations. Winding down a SPAC and returning cash to the investors could be considered a repurchase of the company’s existing shares, which would face the buyback tax beginning next year. Some analysts project SPAC liquidation losses will top $2 billion in the coming months.“Something people thought was going to be a fantastic vehicle for creating wealth is looking increasingly like a poisoned chalice,” saidJohn Chachas, co-managing principal at Methuselah Advisors, a boutique investment bank that has advised companies fielding an increasing number of calls from SPACs desperate to find deals.Also called a blank-check company, a SPAC is ashell firmthat raises money from investors and lists publicly with the sole purpose of merging with a private company to take it public. After regulators review the deal and it is completed, the company going public replaces the SPAC in the stock market.Such mergers burst onto the scene as popular alternatives to traditional initial public offerings in 2020 and 2021. The boom turned into a bust during this year’s market reversal.An exchange-traded fund tracking companies that went public this way is down more than 70% this year, dragged down by losses in startups such as sports-betting firmDraftKingsInc. and electric car maker Lucid Group Inc. Companies that went public via SPACs haveperformed worsethan other newly public companies this year.One characteristic of SPACs is that investors can get their cash back if they don’t want to participate in a deal. When the market was hot, investors often held shares in the newly public startups, expecting big returns or selling immediately if shares had already gone up. Now they arepulling out before the deals close, dramatically reducing the amount of cash companies can raise.SPACs are now paying less for companies than they did during the sector’s peak. The average valuation of startups announcing SPAC mergers has fallen to about $400 million this quarter from more than $2 billion for most of last year, Dealogic data show. Roughly 300 companies have gone public through SPACs in the last two years.There are still nearly 400 SPACs together holding about $100 billion that have yet to find deals, according to SPAC Research. If roughly 200 of the SPACs liquidated, the losses for creators would be well above $2 billion, said New York University Law School professorMichael Ohlrogge, whostudies SPACs. SPAC creators have lost about $9 million on average through liquidations this year, money they paid to banks and law firms to set up the shell companies.There are another roughly 150 SPACs holding about $25 billion that have reached merger agreements but haven’t closed them, including a blank-check firm that is trying to take publicDonald Trump’s social-media company, according to SPAC Research. Some of those will likely get called off, meaning liquidation losses could end up being even greater than expected.To some observers, this year’s losses show why SPACs are inefficient for companies seeking to raise money or go public.“It just emphasizes the needlessly wasteful aspects of the SPAC structure,” said Mr. Ohlrogge, who has proposed companies could get the benefits of a blank-check merger while doing a variation of a traditional IPO or direct listing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952606467,"gmtCreate":1674659646759,"gmtModify":1676538951417,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Wat the.....","listText":"Wat the.....","text":"Wat the.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952606467","repostId":"2306106805","repostType":2,"repost":{"id":"2306106805","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674652875,"share":"https://ttm.financial/m/news/2306106805?lang=&edition=fundamental","pubTime":"2023-01-25 21:21","market":"us","language":"en","title":"NYSE Says Sell Short Restriction Was Triggered Erroneously","url":"https://stock-news.laohu8.com/highlight/detail?id=2306106805","media":"Reuters","summary":"The New York Stock Exchange said on Wednesday that a sell short restriction was \"erroneously\" trigge","content":"<html><head></head><body><p>The New York Stock Exchange said on Wednesday that a sell short restriction was &#34;erroneously&#34; triggered in a set of ticker symbols for companies listed on the exchange on Tuesday that led to a glitch at market open.</p><p>The glitch prevented the opening auctions for a slew of stocks, prompting widespread trading halts, confusion over whether orders were being filled at the correct prices and trades in more than 250 securities being busted.</p><p>The SSR is a process aimed at limiting short selling. The goal is to prevent short sellers from pushing the shares of a company lower.</p><p>The SSR will be deactivated prior to the NYSE opening on Wednesday, the company said.</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>NYSE Says Sell Short Restriction Was Triggered Erroneously</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\">\nNYSE Says Sell Short Restriction Was Triggered Erroneously\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\">2023-01-25 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The New York Stock Exchange said on Wednesday that a sell short restriction was &#34;erroneously&#34; triggered in a set of ticker symbols for companies listed on the exchange on Tuesday that led to a glitch at market open.</p><p>The glitch prevented the opening auctions for a slew of stocks, prompting widespread trading halts, confusion over whether orders were being filled at the correct prices and trades in more than 250 securities being busted.</p><p>The SSR is a process aimed at limiting short selling. The goal is to prevent short sellers from pushing the shares of a company lower.</p><p>The SSR will be deactivated prior to the NYSE opening on Wednesday, the company said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NYSE":"纽交所",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306106805","content_text":"The New York Stock Exchange said on Wednesday that a sell short restriction was \"erroneously\" triggered in a set of ticker symbols for companies listed on the exchange on Tuesday that led to a glitch at market open.The glitch prevented the opening auctions for a slew of stocks, prompting widespread trading halts, confusion over whether orders were being filled at the correct prices and trades in more than 250 securities being busted.The SSR is a process aimed at limiting short selling. The goal is to prevent short sellers from pushing the shares of a company lower.The SSR will be deactivated prior to the NYSE opening on Wednesday, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928839188,"gmtCreate":1671237654145,"gmtModify":1676538513212,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928839188","repostId":"1184505870","repostType":2,"repost":{"id":"1184505870","pubTimestamp":1671236736,"share":"https://ttm.financial/m/news/1184505870?lang=&edition=fundamental","pubTime":"2022-12-17 08:25","market":"us","language":"en","title":"PLTR Stock Alert: What to Know About Palantir’s Newest Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1184505870","media":"InvestorPlace","summary":"Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press relea","content":"<html><head></head><body><ul><li>Palantir (PLTR) stock moved down today, despite a key announcement.</li><li>The company said in a press release that another commercial client will deploy Palantir Foundry.</li><li>However, this multi-year, multi-million dollar deal hasn’t been enough to assuage market concerns today.</li></ul><p>It’s a bloodbath once again in the market today. Accordingly, shares of most growth stocks are feeling pain as quad-witching hour in the options market takes hold. For shareholders in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> this is also the case, with PLTR stock dropping more than 2% at the time of writing.</p><p>This decline is notable, because the company actually put forward some positive news today. Palantir announced that it has entered into a new partnership with Integrity Mold &amp; Tool to deploy its foundry product across various segments of Integrity’s business.</p><p>With a new partnership in hand, many investors may have expected to see a rally today. However, given the overall nature of the market, being down “only” 2% may be a win.</p><p>Let’s dive more into what this announcement entails for investors.</p><h3>PLTR Stock Dips Despite Key Announcement</h3><p>In Palantir’s press release, few formal metrics were given. This was cited as a “multi-year, multi-million dollar deal,” though just how significant the deal is in terms of revenue for Palantir is unclear.</p><p>However, the significance of this deal is that it is yet another feather in the cap of Palantir’s commercial line of business. Known for its major government contracts, Palantir has been looking to diversify its revenue streams further. This deal is another step forward in this regard.</p><p>It’s also interesting to see Integrity tap Palantir as its partner in driving a digital transformation at the company. Should more corporations choose to deploy Palantir Foundry, perhaps more visible, significant growth in this segment could boost the company’s stock price.</p><p>Unfortunately, the market is looking through any such news items today. It’s another day where valuations are being taken down, as the economic outlook for 2023 remains muted. Thus, until the next bull market rally, PLTR stock may continue to be under the microscope.</p></body></html>","source":"investorplace","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>PLTR Stock Alert: What to Know About Palantir’s Newest Partnership</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\">\nPLTR Stock Alert: What to Know About Palantir’s Newest Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/pltr-stock-alert-what-to-know-about-palantirs-newest-partnership/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press release that another commercial client will deploy Palantir Foundry.However, this multi-year, multi-...</p>\n\n<a href=\"https://investorplace.com/2022/12/pltr-stock-alert-what-to-know-about-palantirs-newest-partnership/\">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://investorplace.com/2022/12/pltr-stock-alert-what-to-know-about-palantirs-newest-partnership/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184505870","content_text":"Palantir (PLTR) stock moved down today, despite a key announcement.The company said in a press release that another commercial client will deploy Palantir Foundry.However, this multi-year, multi-million dollar deal hasn’t been enough to assuage market concerns today.It’s a bloodbath once again in the market today. Accordingly, shares of most growth stocks are feeling pain as quad-witching hour in the options market takes hold. For shareholders in Palantir this is also the case, with PLTR stock dropping more than 2% at the time of writing.This decline is notable, because the company actually put forward some positive news today. Palantir announced that it has entered into a new partnership with Integrity Mold & Tool to deploy its foundry product across various segments of Integrity’s business.With a new partnership in hand, many investors may have expected to see a rally today. However, given the overall nature of the market, being down “only” 2% may be a win.Let’s dive more into what this announcement entails for investors.PLTR Stock Dips Despite Key AnnouncementIn Palantir’s press release, few formal metrics were given. This was cited as a “multi-year, multi-million dollar deal,” though just how significant the deal is in terms of revenue for Palantir is unclear.However, the significance of this deal is that it is yet another feather in the cap of Palantir’s commercial line of business. Known for its major government contracts, Palantir has been looking to diversify its revenue streams further. This deal is another step forward in this regard.It’s also interesting to see Integrity tap Palantir as its partner in driving a digital transformation at the company. Should more corporations choose to deploy Palantir Foundry, perhaps more visible, significant growth in this segment could boost the company’s stock price.Unfortunately, the market is looking through any such news items today. It’s another day where valuations are being taken down, as the economic outlook for 2023 remains muted. Thus, until the next bull market rally, PLTR stock may continue to be under the microscope.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969331318,"gmtCreate":1668347990434,"gmtModify":1676538043637,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/5fab15b02f81dcfa94785293c8b49eb9","width":"1125","height":"3063"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969331318","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015395299,"gmtCreate":1649424427848,"gmtModify":1676534509692,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a>this&nbsp;","listText":"<a href=\"https://ttm.financial/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a>this&nbsp;","text":"$Gores Guggenheim Inc(GGPI)$this","images":[{"img":"https://community-static.tradeup.com/news/b2c3bedaf4053a9fc624275e36b18c10","width":"1125","height":"2976"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015395299","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9926920427,"gmtCreate":1671450727769,"gmtModify":1676538538206,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926920427","repostId":"2292289660","repostType":4,"repost":{"id":"2292289660","pubTimestamp":1671436850,"share":"https://ttm.financial/m/news/2292289660?lang=&edition=fundamental","pubTime":"2022-12-19 16:00","market":"us","language":"en","title":"Never Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2292289660","media":"Motley Fool","summary":"Now is the time to invest in the next generation of disrupters, before they soar.","content":"<html><head></head><body><p>Investors who have been around the block once or twice are no doubt familiar with FAANG, a widely used acronym that represents some of the most successful companies in a generation:</p><ul><li>Facebook, which changed its name to <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Apple</b></li><li><b>Amazon</b></li><li><b>Netflix</b></li><li>Google, which rebranded as <b>Alphabet</b></li></ul><p>These companies are pioneers, disruptors, and leaders in their respective industries. No platform holds a candle to Facebook when it comes to social media; Apple&#39;s iPhone is unrivaled; Amazon revolutionized digital retail; Netflix has long been the face of streaming video; and Google&#39;s search was so ubiquitous, it became a verb. Investors in these companies have enjoyed the fruits of their dominance, with gains that range from 333% and 2,080% -- even after the recent mauling by the bear market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7577100f5ae16c0e979046c0e7b77bff\" tg-width=\"720\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Yet if each of these disruptors has one thing in common, it&#39;s that the unrivaled growth of the past decade <i>may</i> have peaked. The stock market is a forward-looking mechanism and investors are trying to identify the stocks that will lead the way for the <i>next</i> 10 years. With that in mind, let&#39;s consider the companies of my recently created GHOST acronym, which could lead the way in 2023 and beyond.</p><h2>Global-e Online</h2><p>Investors have been skittish about the decelerating growth that has plagued online retailers over the past year. It&#39;s more likely that digital sales are simply taking a breather before their next leg higher. The e-commerce market is expected to climb from $3.3 trillion today to $5.4 trillion by 2026, according to <b>Morgan Stanley</b>. Cross-border sales will help fuel that rise, aided by <b>Global-e Online</b>.</p><p>Cross-border retail is brimming with potential pitfalls including customs and duties, inter-country regulatory compliance, currency exchange, foreign languages, and local payment methods. Global-e handles all that and more, helping merchants break into the potentially lucrative international marketplace.</p><p>In fact, e-commerce powerhouse <b>Shopify</b> is so convinced of the company&#39;s future success that it owns a 10.2% stake in Global-e online worth more than $373 million, while also making it a strategic partner and exclusive provider of cross-border services for Shopify&#39;s 1.7 million merchants. That&#39;s a heady endorsement from the world&#39;s largest e-commerce platform and purveyor of software-as-a-service (SaaS) tools for digital retail.</p><p>Global-e&#39;s third-quarter results quell the notion that the best days of e-commerce have passed. In the third quarter, revenue grew 79% year over year, driven by gross merchandise volume (GMV) soaring 77% higher. The company continues to generate a net loss under generally accepted accounting principles (GAAP), but generates positive operating cash flow, which shows its lack of profits is the result of noncash items including depreciation.</p><p>The results suggest Global-e Online has the inside track for the next generation of e-commerce.</p><h2><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a></h2><p>No longer confined to its inbound marketing roots, <b>HubSpot</b> has expanded its expertise to nearly every facet of customer relationship management (CRM), taking a page from the <b>Salesforce</b> playbook. The company now offers a host of solutions that run the gamut of customer needs, including marketing, sales, service, operations, and a content management system (CMS).</p><p>In the third quarter, HubSpot&#39;s total revenue grew 38% year over year in constant currency, while its adjusted net income grew 24%. GAAP profits are still elusive, but the company is profitable on an adjusted basis <i>and</i> generating strong free cash flow, which suggests profits are merely a matter of time.</p><p>HubSpot also delivered robust customer growth, up 25% year over year. At the same time, average subscription revenue per customer grew 12% and net revenue retention was 109%. Both were fueled by customers&#39; continued adoption of multiple products.</p><p>It&#39;s also worth mentioning HubSpot&#39;s opportunity continues to grow. Management estimates its current total addressable market (TAM) of $45 billion will climb to $72 billion by 2027. When viewed in the context of its 2021 revenue of $1.3 billion, that helps illustrate the magnitude of the opportunity that remains.</p><p>Customer relationship management is a key driver of business success and HubSpot is a leading provider for the next generation of companies.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9d16d3f5ec57b8991412d2617392417\" tg-width=\"700\" tg-height=\"525\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Okta</h2><p>One need only peruse the headlines to understand the importance of preventing unauthorized intrusions. <b>Okta</b> has taken the task head-on, upending the genre with cloud-based identity verification and access management solutions. Its platform acts as a frontline of defenses, ensuring employees, customers, and even contractors who access company systems have the necessary credentials. Furthermore, Okta&#39;s zero-trust model is quickly becoming the industry standard, enjoying broad adoption. This helps prevent its customers from making the front page as the latest victim of malicious intrusions.</p><p>For the fiscal 2023 first quarter (ended Oct. 31), revenue grew by 37% year over year, while its remaining performance obligation (RPO) -- which is made up of unbilled subscription revenue -- grew 21%. The current portion of RPO grew 34% year over year, suggesting its future growth will likely be remarkably consistent -- an important consideration in challenging times. Furthermore, management said it expects adjusted profits for its 2024 full fiscal year, which begins Feb. 1, 2023.</p><p>While Okta initially experienced challenges integrating Auth0, the acquisition appears to have turned the corner, significantly expanding the company&#39;s path for future growth.</p><p>Furthermore, Okta has been recognized by both <b>Forrester Research</b> and <b>Gartner </b>as a leader in the field of customer identity and access management.</p><p>The need to fortify business systems and prevent hacks, data breaches, and other unauthorized intrusions has never been greater. Okta has proven its worth as a leader in the field.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>The digital transformation is ongoing, sending a tsunami of data, applications, and software to the cloud. Unfiltered data gathered in one place could provide leaders with a wealth of information and insight, but the challenge is not only gathering disparate systems and data in one place, but also having the technology to extract meaningful intelligence.</p><p><b>Snowflake</b> has the solution. Sure, the company provides the ability to store small or large amounts of data on its cloud-based system. But it also offers a multitude of services that helps companies transition and analyze the data, resulting in actionable information.</p><p>In its fiscal 2023 third quarter (ended Oct. 31), revenue grew an impressive 67% year over year, fueled by product revenue that also grew 67%. Perhaps more importantly, Snowflake&#39;s RPO -- a leading indicator -- climbed 66%, suggesting its robust growth has legs. Losses continue to pile up, but Snowflake generates strong free cash flow, which shows that it&#39;s just a matter of time before the company is solidly profitable.</p><p>Snowflake&#39;s customer metrics are equally compelling. Its total customer count grew 34%, but those spending $1 million or more in trailing 12-month revenue grew 94%, showing the value it provides to enterprise-level businesses. Furthermore, existing customers tend to spend more money over time, as evidenced by the company&#39;s net revenue retention rate of 165%.</p><p>This is just the start of the digital transformation and Snowflake&#39;s use-based pricing is attracting plenty of next-generation converts.</p><h2>The Trade Desk</h2><p>In tough economic times, one of the first line items in the income statement to take a hit is the advertising budget. As a result, the world&#39;s biggest digital advertisers are suffering. Alphabet&#39;s ad revenue grew just 6% year over year in the third quarter, while Meta Platforms saw revenue <i>decline</i> by 4%.</p><p>By comparison, <b>The Trade Desk</b> -- with its cutting-edge programmatic adtech platform -- prospered, with revenue that grew 31% year over year, while adjusted earnings per share surged 44%.</p><p>Why the difference? The Trade Desk&#39;s platform was designed to cater to the needs of advertisers and the most recent upgrade allows marketers to create ad campaigns that integrate their own first-party customer data -- which in turn helps them better reach their target market.</p><p>Furthermore, The Trade Desk has built a broad coalition of the world&#39;s biggest advertisers, which are adopting its Unified ID 2.0, the heir-apparent to replace cookies. The system doesn&#39;t use personally identifiable information, a clear win in this age of growing privacy concerns.</p><p>Another big attraction for advertisers is The Trade Desk&#39;s transparent pricing. The company shows not only the cost of the ad, but its own cut, something that&#39;s unheard of in the industry. This keeps customers coming back for more as evidenced by its 95% customer retention rate, which has stayed above that rate for more than eight years.</p><p>The Trade Desk&#39;s adtech solutions are unrivaled in the advertising industry, which should help the company continue to grow for years to come.</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>Never Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023</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; 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}\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\">\nNever Mind the FAANG Stocks, Buy the GHOST Stocks Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/18/forget-faang-stocks-buy-ghost-stocks-before-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors who have been around the block once or twice are no doubt familiar with FAANG, a widely used acronym that represents some of the most successful companies in a generation:Facebook, which ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/18/forget-faang-stocks-buy-ghost-stocks-before-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SG9999014906.USD":"大华全球优质成长基金Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4561":"索罗斯持仓","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4505":"高瓴资本持仓","SNOW":"Snowflake","HUBS":"HubSpot","TTD":"Trade Desk Inc.","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4514":"搜索引擎","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4528":"SaaS概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4532":"文艺复兴科技持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4567":"ESG概念","OKTA":"Okta Inc.","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4566":"资本集团","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4559":"巴菲特持仓","LU1046421795.USD":"富达环球科技A-ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4538":"云计算","GLBE":"Global-E Online Ltd.","BK4077":"互动媒体与服务","BK4116":"互联网服务与基础架构","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"https://www.fool.com/investing/2022/12/18/forget-faang-stocks-buy-ghost-stocks-before-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292289660","content_text":"Investors who have been around the block once or twice are no doubt familiar with FAANG, a widely used acronym that represents some of the most successful companies in a generation:Facebook, which changed its name to Meta PlatformsAppleAmazonNetflixGoogle, which rebranded as AlphabetThese companies are pioneers, disruptors, and leaders in their respective industries. No platform holds a candle to Facebook when it comes to social media; Apple's iPhone is unrivaled; Amazon revolutionized digital retail; Netflix has long been the face of streaming video; and Google's search was so ubiquitous, it became a verb. Investors in these companies have enjoyed the fruits of their dominance, with gains that range from 333% and 2,080% -- even after the recent mauling by the bear market.Data by YChartsYet if each of these disruptors has one thing in common, it's that the unrivaled growth of the past decade may have peaked. The stock market is a forward-looking mechanism and investors are trying to identify the stocks that will lead the way for the next 10 years. With that in mind, let's consider the companies of my recently created GHOST acronym, which could lead the way in 2023 and beyond.Global-e OnlineInvestors have been skittish about the decelerating growth that has plagued online retailers over the past year. It's more likely that digital sales are simply taking a breather before their next leg higher. The e-commerce market is expected to climb from $3.3 trillion today to $5.4 trillion by 2026, according to Morgan Stanley. Cross-border sales will help fuel that rise, aided by Global-e Online.Cross-border retail is brimming with potential pitfalls including customs and duties, inter-country regulatory compliance, currency exchange, foreign languages, and local payment methods. Global-e handles all that and more, helping merchants break into the potentially lucrative international marketplace.In fact, e-commerce powerhouse Shopify is so convinced of the company's future success that it owns a 10.2% stake in Global-e online worth more than $373 million, while also making it a strategic partner and exclusive provider of cross-border services for Shopify's 1.7 million merchants. That's a heady endorsement from the world's largest e-commerce platform and purveyor of software-as-a-service (SaaS) tools for digital retail.Global-e's third-quarter results quell the notion that the best days of e-commerce have passed. In the third quarter, revenue grew 79% year over year, driven by gross merchandise volume (GMV) soaring 77% higher. The company continues to generate a net loss under generally accepted accounting principles (GAAP), but generates positive operating cash flow, which shows its lack of profits is the result of noncash items including depreciation.The results suggest Global-e Online has the inside track for the next generation of e-commerce.HubSpotNo longer confined to its inbound marketing roots, HubSpot has expanded its expertise to nearly every facet of customer relationship management (CRM), taking a page from the Salesforce playbook. The company now offers a host of solutions that run the gamut of customer needs, including marketing, sales, service, operations, and a content management system (CMS).In the third quarter, HubSpot's total revenue grew 38% year over year in constant currency, while its adjusted net income grew 24%. GAAP profits are still elusive, but the company is profitable on an adjusted basis and generating strong free cash flow, which suggests profits are merely a matter of time.HubSpot also delivered robust customer growth, up 25% year over year. At the same time, average subscription revenue per customer grew 12% and net revenue retention was 109%. Both were fueled by customers' continued adoption of multiple products.It's also worth mentioning HubSpot's opportunity continues to grow. Management estimates its current total addressable market (TAM) of $45 billion will climb to $72 billion by 2027. When viewed in the context of its 2021 revenue of $1.3 billion, that helps illustrate the magnitude of the opportunity that remains.Customer relationship management is a key driver of business success and HubSpot is a leading provider for the next generation of companies.Image source: Getty Images.OktaOne need only peruse the headlines to understand the importance of preventing unauthorized intrusions. Okta has taken the task head-on, upending the genre with cloud-based identity verification and access management solutions. Its platform acts as a frontline of defenses, ensuring employees, customers, and even contractors who access company systems have the necessary credentials. Furthermore, Okta's zero-trust model is quickly becoming the industry standard, enjoying broad adoption. This helps prevent its customers from making the front page as the latest victim of malicious intrusions.For the fiscal 2023 first quarter (ended Oct. 31), revenue grew by 37% year over year, while its remaining performance obligation (RPO) -- which is made up of unbilled subscription revenue -- grew 21%. The current portion of RPO grew 34% year over year, suggesting its future growth will likely be remarkably consistent -- an important consideration in challenging times. Furthermore, management said it expects adjusted profits for its 2024 full fiscal year, which begins Feb. 1, 2023.While Okta initially experienced challenges integrating Auth0, the acquisition appears to have turned the corner, significantly expanding the company's path for future growth.Furthermore, Okta has been recognized by both Forrester Research and Gartner as a leader in the field of customer identity and access management.The need to fortify business systems and prevent hacks, data breaches, and other unauthorized intrusions has never been greater. Okta has proven its worth as a leader in the field.SnowflakeThe digital transformation is ongoing, sending a tsunami of data, applications, and software to the cloud. Unfiltered data gathered in one place could provide leaders with a wealth of information and insight, but the challenge is not only gathering disparate systems and data in one place, but also having the technology to extract meaningful intelligence.Snowflake has the solution. Sure, the company provides the ability to store small or large amounts of data on its cloud-based system. But it also offers a multitude of services that helps companies transition and analyze the data, resulting in actionable information.In its fiscal 2023 third quarter (ended Oct. 31), revenue grew an impressive 67% year over year, fueled by product revenue that also grew 67%. Perhaps more importantly, Snowflake's RPO -- a leading indicator -- climbed 66%, suggesting its robust growth has legs. Losses continue to pile up, but Snowflake generates strong free cash flow, which shows that it's just a matter of time before the company is solidly profitable.Snowflake's customer metrics are equally compelling. Its total customer count grew 34%, but those spending $1 million or more in trailing 12-month revenue grew 94%, showing the value it provides to enterprise-level businesses. Furthermore, existing customers tend to spend more money over time, as evidenced by the company's net revenue retention rate of 165%.This is just the start of the digital transformation and Snowflake's use-based pricing is attracting plenty of next-generation converts.The Trade DeskIn tough economic times, one of the first line items in the income statement to take a hit is the advertising budget. As a result, the world's biggest digital advertisers are suffering. Alphabet's ad revenue grew just 6% year over year in the third quarter, while Meta Platforms saw revenue decline by 4%.By comparison, The Trade Desk -- with its cutting-edge programmatic adtech platform -- prospered, with revenue that grew 31% year over year, while adjusted earnings per share surged 44%.Why the difference? The Trade Desk's platform was designed to cater to the needs of advertisers and the most recent upgrade allows marketers to create ad campaigns that integrate their own first-party customer data -- which in turn helps them better reach their target market.Furthermore, The Trade Desk has built a broad coalition of the world's biggest advertisers, which are adopting its Unified ID 2.0, the heir-apparent to replace cookies. The system doesn't use personally identifiable information, a clear win in this age of growing privacy concerns.Another big attraction for advertisers is The Trade Desk's transparent pricing. The company shows not only the cost of the ad, but its own cut, something that's unheard of in the industry. This keeps customers coming back for more as evidenced by its 95% customer retention rate, which has stayed above that rate for more than eight years.The Trade Desk's adtech solutions are unrivaled in the advertising industry, which should help the company continue to grow for years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961659807,"gmtCreate":1668948508410,"gmtModify":1676538131217,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛","listText":"I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛","text":"I like to see Asia countries entering World Cup. This year there’s Japan and South Korea! I support Japan since I payed winning eleven 😛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961659807","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047931897,"gmtCreate":1656849261119,"gmtModify":1676535903547,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ALRN\">$Aileron Therapeutics Inc(ALRN)$</a>hope it goes up again","listText":"<a href=\"https://ttm.financial/S/ALRN\">$Aileron Therapeutics Inc(ALRN)$</a>hope it goes up again","text":"$Aileron Therapeutics Inc(ALRN)$hope it goes up again","images":[{"img":"https://community-static.tradeup.com/news/e016af10923b9dc5fe057c0b23506938","width":"1125","height":"2803"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047931897","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987424375,"gmtCreate":1667969249098,"gmtModify":1676537992454,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Haiz","listText":"Haiz","text":"Haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987424375","repostId":"1119565865","repostType":2,"repost":{"id":"1119565865","pubTimestamp":1667970397,"share":"https://ttm.financial/m/news/1119565865?lang=&edition=fundamental","pubTime":"2022-11-09 13:06","market":"us","language":"en","title":"Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing","url":"https://stock-news.laohu8.com/highlight/detail?id=1119565865","media":"Seeking Alpha","summary":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenu","content":"<html><head></head><body><h2>Summary</h2><ul><li>My investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.</li><li>Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.</li><li>I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>I was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company&#39;s business prospects, but was disappointed with how Alex Karp&#39;s (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp&#39;s letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.</p><p>Since 2022 isn&#39;t playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2&#39;s, but the results weren&#39;t overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir&#39;s revenue growth won&#39;t hit Alek Karp&#39;s projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bce4c6da47a33baf858c7b09566bba8\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><h2>The ugly part of Q3 and how it is making my projections change</h2><p>In Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.</p><p>I built a model based on PLTR&#39;s commentary and their 2021 FCF margin. In my model, which is below, I had PLTR&#39;s revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021&#39;s FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83ae01fb83faa817f70110891f770c9b\" tg-width=\"640\" tg-height=\"66\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d239d9dac695fda355bc570b6c2ea77\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I can no longer use the model I previously based my investment thesis around because PLTR&#39;s projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR&#39;s FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR&#39;s revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR&#39;s FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d97f8eea6c89e38d0b039fe76b44b0\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I built 2 models to see where PLTR&#39;s numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021&#39;s FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.</p><p>In model 2, I made the assumption that PLTR&#39;s revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.</p><p>I don&#39;t have a crystal ball, so I don&#39;t know which model is more accurate, but 2022 isn&#39;t what PLTR had hoped for, and it&#39;s certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn&#39;t enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35b01bc10374ca97fc6d7dd4f131c7aa\" tg-width=\"640\" tg-height=\"147\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c52c2f63ca61a261775c95bca20c753b\" tg-width=\"640\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>The other aspect I am not thrilled about is PLTR&#39;s stock-based compensation (&#34;SBCU&#34;), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.</p><p>The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it&#39;s expensed to, but we don&#39;t know how it&#39;s distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn&#39;t hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.</p><p>As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it&#39;s beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.</p><h2>By the numbers, 2022 isn&#39;t what I had hoped it would be, Q3 earnings weren&#39;t entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?</h2><p>Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.</p><p>Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR&#39;s software.</p><p>PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR&#39;s testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871aee443bc3808cd89c5fc1e4ba2514\" tg-width=\"640\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>Once again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR&#39;s new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn&#39;t a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.</p><p>PLTR didn&#39;t go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR&#39;s new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.</p><p>I wasn&#39;t thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.</p><p>I was very critical of PLTR&#39;s revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn&#39;t materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a0de766ef9082a731f07346df7c55b\" tg-width=\"539\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>No matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR&#39;s previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it&#39;s up 31% YoY. In Q3 PLTR&#39;s total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.</p><p>For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn&#39;t have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?</p><h2>Conclusion</h2><p>As a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.</p><p>That being said, I am not bearish and find Palantir&#39;s current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR&#39;s numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.</p><p><i>This article is written by Steven Fiorillo for reference only. Please note the risks.</i></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>Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing</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: -11.48% After Earnings, And My Investment Thesis Is Changing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing\">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/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119565865","content_text":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.Michael ViI was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company's business prospects, but was disappointed with how Alex Karp's (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp's letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.Since 2022 isn't playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2's, but the results weren't overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir's revenue growth won't hit Alek Karp's projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.Seeking AlphaThe ugly part of Q3 and how it is making my projections changeIn Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.I built a model based on PLTR's commentary and their 2021 FCF margin. In my model, which is below, I had PLTR's revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021's FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.Steven Fiorillo, Palantir, Seeking AlphaPalantirI can no longer use the model I previously based my investment thesis around because PLTR's projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR's FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR's revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR's FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.PalantirI built 2 models to see where PLTR's numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021's FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.In model 2, I made the assumption that PLTR's revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.I don't have a crystal ball, so I don't know which model is more accurate, but 2022 isn't what PLTR had hoped for, and it's certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn't enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.Steven Fiorillo, Palantir, Seeking AlphaPalantirThe other aspect I am not thrilled about is PLTR's stock-based compensation (\"SBCU\"), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it's expensed to, but we don't know how it's distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn't hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it's beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.By the numbers, 2022 isn't what I had hoped it would be, Q3 earnings weren't entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR's software.PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR's testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.PalantirOnce again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR's new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn't a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.PLTR didn't go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR's new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.I wasn't thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.I was very critical of PLTR's revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn't materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.PalantirNo matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR's previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it's up 31% YoY. In Q3 PLTR's total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn't have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?ConclusionAs a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.That being said, I am not bearish and find Palantir's current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR's numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.This article is written by Steven Fiorillo for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926493377,"gmtCreate":1671596459500,"gmtModify":1676538561822,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926493377","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926493971,"gmtCreate":1671596439294,"gmtModify":1676538561821,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926493971","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","images":[{"img":"https://community-static.tradeup.com/news/e8c9b6ab16214df413c77708cf5957bf","width":"404","height":"707"},{"img":"https://community-static.tradeup.com/news/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"358","height":"471"},{"img":"https://community-static.tradeup.com/news/d9cc4adf57a9972e62e94d321ecc6734","width":"402","height":"712"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963969638","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966472942,"gmtCreate":1669631069586,"gmtModify":1676538216021,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966472942","repostId":"9966987299","repostType":1,"repost":{"id":9966987299,"gmtCreate":1669375916000,"gmtModify":1676538191562,"author":{"id":"4117298408154592","authorId":"4117298408154592","name":"David Shoko","avatar":"https://community-static.tradeup.com/news/910e2ecc8e82a97f0d2efc7d02d0c5af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4117298408154592","idStr":"4117298408154592"},"themes":[],"title":"2022 Q3 Earnings Review Part IV: Biotechnology and Healthcare","htmlText":"(The Street) Pfizer beat on the top and bottom lines and the management raised its full-year revenue guidance. AmerisourceBergen reported an impressive quarter with a earnings and revenue&nbsp;beat. As demand falls, BioNTech still reported a strong quarter as management looks to pivot the business to its expanding drug pipeline. Medtronic reported a mixed quarter that was coupled with a cautious outlook from management. The healthcare and biotechnology sectors continue to be areas where investors continue to hide from the sell-off in the technology-heavy NASDAQ index. The third quarter earnings showed that healthcare-related stocks continue to be resilient as companies pivot from the pandemic to a sense of normalization. Healthcare continues to be a secular growth winner as the population","listText":"(The Street) Pfizer beat on the top and bottom lines and the management raised its full-year revenue guidance. AmerisourceBergen reported an impressive quarter with a earnings and revenue&nbsp;beat. As demand falls, BioNTech still reported a strong quarter as management looks to pivot the business to its expanding drug pipeline. Medtronic reported a mixed quarter that was coupled with a cautious outlook from management. The healthcare and biotechnology sectors continue to be areas where investors continue to hide from the sell-off in the technology-heavy NASDAQ index. The third quarter earnings showed that healthcare-related stocks continue to be resilient as companies pivot from the pandemic to a sense of normalization. Healthcare continues to be a secular growth winner as the population","text":"(The Street) Pfizer beat on the top and bottom lines and the management raised its full-year revenue guidance. AmerisourceBergen reported an impressive quarter with a earnings and revenue beat. As demand falls, BioNTech still reported a strong quarter as management looks to pivot the business to its expanding drug pipeline. Medtronic reported a mixed quarter that was coupled with a cautious outlook from management. The healthcare and biotechnology sectors continue to be areas where investors continue to hide from the sell-off in the technology-heavy NASDAQ index. The third quarter earnings showed that healthcare-related stocks continue to be resilient as companies pivot from the pandemic to a sense of normalization. Healthcare continues to be a secular growth winner as the population","images":[{"img":"https://static.tigerbbs.com/be8ef8b820a67833b541a42d2b1cc0a2"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966987299","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047938077,"gmtCreate":1656849375299,"gmtModify":1676535903563,"author":{"id":"4099491128822780","authorId":"4099491128822780","name":"PingPing80","avatar":"https://static.tigerbbs.com/7bb17f27306c840f178046021de376d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099491128822780","idStr":"4099491128822780"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047938077","repostId":"9044348429","repostType":1,"repost":{"id":9044348429,"gmtCreate":1656719470835,"gmtModify":1676535881551,"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"themes":[],"title":"Warren Buffett says these are the best stocks to own when inflation spikes","htmlText":"Price levels continue to rise at a rate we haven’t seen in decades. In May, U.S. consumer prices surged 8.6% from a year ago — the biggest increase since December 1981.Spiking inflation has severe consequences for your cash savings.&nbsp;Fortunately, investing legend Warren Buffett has plenty of advice onwhat to own when consumer prices spike.In a 1981 letter to shareholders, Buffett highlighted two business traits that investors should look for when trying to fight inflation: 1) the power to increase prices easily, and 2) the ability to take on more business without having to spend excessively.Here are four Berkshire holdings that largely boast those characteristics.American Express (AXP)Last year, American Express<a href=\"https://laohu8.com/S/AXP\">$American Express(AXP)$</a> demonstrated","listText":"Price levels continue to rise at a rate we haven’t seen in decades. In May, U.S. consumer prices surged 8.6% from a year ago — the biggest increase since December 1981.Spiking inflation has severe consequences for your cash savings.&nbsp;Fortunately, investing legend Warren Buffett has plenty of advice onwhat to own when consumer prices spike.In a 1981 letter to shareholders, Buffett highlighted two business traits that investors should look for when trying to fight inflation: 1) the power to increase prices easily, and 2) the ability to take on more business without having to spend excessively.Here are four Berkshire holdings that largely boast those characteristics.American Express (AXP)Last year, American Express<a href=\"https://laohu8.com/S/AXP\">$American Express(AXP)$</a> demonstrated","text":"Price levels continue to rise at a rate we haven’t seen in decades. In May, U.S. consumer prices surged 8.6% from a year ago — the biggest increase since December 1981.Spiking inflation has severe consequences for your cash savings. Fortunately, investing legend Warren Buffett has plenty of advice onwhat to own when consumer prices spike.In a 1981 letter to shareholders, Buffett highlighted two business traits that investors should look for when trying to fight inflation: 1) the power to increase prices easily, and 2) the ability to take on more business without having to spend excessively.Here are four Berkshire holdings that largely boast those characteristics.American Express (AXP)Last year, American Express$American Express(AXP)$ demonstrated","images":[{"img":"https://community-static.tradeup.com/news/a938a853b017e86a99dbe44dd6545592","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044348429","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}