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05-07

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@Ivan_Gan:Is It Time To Invest In Agricultural Commodity Futures' Markets

05-05

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Warren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting

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@TigerGPT:Beyond Meat (BYND) Q3 2023 Earnings Call Transcript Summary

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Charlie Munger Muses on Investing

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@TigerGPT:Beyond Meat, Inc.(BYND) 2023Q2 Earnings Summary

2023-10-12

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2023-09-02

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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

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Tesla Cuts China Prices Again, Triggering Slump in Auto Stocks

2023-08-11

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@MaverickWealthBuilder:Maybe Alibaba's Most Important Earnings Ever: Why Should I Invest Here?

2023-08-11

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@Stock Trader:Visa Inc.

2023-08-10

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Live Streaming: Alibaba FY2024Q1 Earnings Call

2023-08-08

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Live Streaming: SMARTT - Options trading strategies

2023-08-07

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Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...

2023-08-07

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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/303398544683064","repostId":"303261650386992","repostType":1,"repost":{"id":303261650386992,"gmtCreate":1715074432802,"gmtModify":1715074449421,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Is It Time To Invest In Agricultural Commodity Futures' Markets","htmlText":"During the domestic May Day holiday, the practice of high volatility in the external market continues, but this time it is fulfilled in agricultural products. Let me talk about the macroeconomic situation first. Although the Fed's interest rate meeting will not adjust interest rates as scheduled, the slowdown in QT (shrinking balance sheet) is a real liquidity easing measure. It is very likely that we may not see the Fed cut interest rates this year, but shrinking balance sheet The process is likely to end this year, so it is not an exaggeration to think that the Fed is now at an inflection point for re-easing.The unexpected upset of the non-farm data provided a reason for the Fed to cut interest rates. When the unemployment rate is higher than 4%, it will be the time for the Fed to cut in","listText":"During the domestic May Day holiday, the practice of high volatility in the external market continues, but this time it is fulfilled in agricultural products. Let me talk about the macroeconomic situation first. Although the Fed's interest rate meeting will not adjust interest rates as scheduled, the slowdown in QT (shrinking balance sheet) is a real liquidity easing measure. It is very likely that we may not see the Fed cut interest rates this year, but shrinking balance sheet The process is likely to end this year, so it is not an exaggeration to think that the Fed is now at an inflection point for re-easing.The unexpected upset of the non-farm data provided a reason for the Fed to cut interest rates. When the unemployment rate is higher than 4%, it will be the time for the Fed to cut in","text":"During the domestic May Day holiday, the practice of high volatility in the external market continues, but this time it is fulfilled in agricultural products. Let me talk about the macroeconomic situation first. Although the Fed's interest rate meeting will not adjust interest rates as scheduled, the slowdown in QT (shrinking balance sheet) is a real liquidity easing measure. It is very likely that we may not see the Fed cut interest rates this year, but shrinking balance sheet The process is likely to end this year, so it is not an exaggeration to think that the Fed is now at an inflection point for re-easing.The unexpected upset of the non-farm data provided a reason for the Fed to cut interest rates. When the unemployment rate is higher than 4%, it will be the time for the Fed to cut in","images":[{"img":"https://static.tigerbbs.com/80d49b56a72c924bac522f7b45ad1ce8","width":"851","height":"304"},{"img":"https://static.tigerbbs.com/74baa890ae6086ae63b7916717c3b6c7","width":"879","height":"162"},{"img":"https://static.tigerbbs.com/6182e1221f4207193633b2406b00cd8c","width":"831","height":"556"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303261650386992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302503428935792,"gmtCreate":1714872881051,"gmtModify":1714872884560,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/302503428935792","repostId":"2433617877","repostType":2,"repost":{"id":"2433617877","pubTimestamp":1714861140,"share":"https://www.laohu8.com/m/news/2433617877?lang=&edition=full","pubTime":"2024-05-05 06:19","market":"us","language":"en","title":"Warren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2433617877","media":"Motley Fool","summary":"Berkshire is bolstering its cash reserves and passing on riskier bets.","content":"<html><head></head><body><ul style=\"\"><li><p>Berkshire cut its Apple stake by 12.9%.</p></li><li><p>Its cash position is expected to exceed $200 billion by the end of this quarter.</p></li><li><p>Buffett said AI has &#34;enormous potential for good and enormous potential for harm.&#34;</p></li></ul><p>Tens of thousands of <strong>Berkshire Hathaway</strong> (BRK.A -0.56%) (BRK.B 0.07%) investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate&#39;s business, financial markets, and over 93 years of wisdom on life. But this year&#39;s meeting felt different.</p><p>Longtime vice chairman Charlie Munger passed away in late November. His wry sense of humor, witty aphorisms, and entertaining rapport with Buffett were missed dearly. But there were other noticeable differences between this meeting and those of past years -- namely, a sense of caution.</p><p>Let&#39;s dive into the key takeaways from the meeting and how it could influence what Berkshire does next.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/492ad0fb7ea0539413c13021b3c68a34\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: The Motley Fool.</p><h2 id=\"id_655468747\">Berkshire sells roughly 13% of its Apple position</h2><p>The elephant in the room was Berkshire&#39;s decision to trim its stake in <strong>Apple </strong>(AAPL 5.98%) during the first quarter. Berkshire sold over 116 million shares of Apple in Q1, reducing its position by around 12.9%. It marks the company&#39;s largest sale of Apple stock since it began purchasing shares in 2016 -- far larger than the 10 million or so shares Berkshire sold in Q4.</p><p>Buffett addressed the sale with the first answer in the Q&amp;A session: &#34;Unless something dramatic happens that really changes capital allocation and strategy, we will have Apple as our largest investment. But I don&#39;t mind at all, under current conditions, building the cash position. I think when I look at the alternatives of what&#39;s available in equity markets, and I look at the composition of what&#39;s going on in the world, we find it quite attractive.&#34;</p><p>In addition to valuation concerns, market conditions, and wanting to build up the cash position, Buffett also mentioned the federal rate on capital gains, which Buffett said is 21% compared to 35% not long ago and even as high as 52% in the past. Fears that the tax rate could go up based on fiscal policies and a need to cut the federal deficit is another reason why Buffett and his team decided to book gains on Apple stock now instead of risking a potentially higher tax rate in the future.</p><h2 id=\"id_1571236452\">Hoarding a treasure trove of cash</h2><p>Buffett has long spoken about the faith Berkshire shareholders entrust in him and his team to safeguard and grow their wealth. Berkshire is known for being fairly risk-averse, gravitating toward businesses with stable cash flows like insurance, railroads, utilities, and top brands like <strong>Coca-Cola</strong> (KO 0.29%), <strong>American Express</strong> (AXP -0.74%), and Apple. Another asset Berkshire loves is cash.</p><p>Berkshire&#39;s cash and U.S. treasury position reached $182.3 billion at the end of the first quarter, up from $163.3 billion at the end of 2023. Buffett said he expects the cash position to exceed $200 billion by the end of the second quarter.</p><p>You may think Berkshire is stockpiling cash because of higher interest rates and a better return on risk-free assets. But shortly before the lunch break, Buffett said that Berkshire would still be heavily in cash even if interest rates were 1% because Berkshire only swings at pitches it likes, and it won&#39;t swing at a pitch simply because it hasn&#39;t in a while. &#34;It&#39;s just that things aren&#39;t attractive, and there are certain ways that could change, and we will see if they do,&#34; said Buffett.</p><p>The commentary is a potential sign that Berkshire is getting even more defensive than usual.</p><h2 id=\"id_1698563646\">A complex but profitable insurance landscape</h2><p>Berkshire&#39;s underlying business is doing exceptionally well. Berkshire&#39;s Q1 operating income skyrocketed 39.1% compared to the same period of 2023 -- driven by larger gains from the insurance businesses and Berkshire Hathaway Energy (which had an abnormally weak Q1 last year). However, Buffett cautioned that it would be unwise to simply multiply insurance income by four for the full year, considering it was a particularly strong quarter and Q3 tends to be the quarter with the highest risk of claims.</p><p>A great deal of the Q&amp;A session was spent discussing the future of insurance and utilities based on new regulations; price increases due to climate change and higher risks of natural disasters; and the potential impact of autonomous driving reducing accidents and driving down the cost of insurance.</p><p>Ajit Jain, Berkshire&#39;s chairman of insurance operations, answered a question on cybersecurity insurance, saying the market is large and profitable and will probably get bigger but just isn&#39;t worth the risk until there are more data points. There was another question on rising insurance rates in Florida, which Berkshire attributed to climate change, increased risks of massive losses, and a difficult regulatory environment, making it harder to do business in Florida.</p><p>An advantage is that Berkshire prices a lot of its contracts in one-year intervals, so it can adjust prices if risks begin to ramp and outweigh rewards. Or as Jain put it, &#34;Climate change, much like inflation, done right, can be a friend of the risk bearer.&#34;</p><p>As for how autonomous driving affects insurance, Buffett said the problem is far from solved, that automakers have been considering insurance for a while, and that insurance can be &#34;a very tempting business when someone hands you money, and you hand them a little piece of paper.&#34; In other words, it isn&#39;t as easy as it seems. Accident rates have come down, and it would benefit society if autonomous driving allowed them to drop even further, but insurance will still be necessary.</p><h2 id=\"id_3847830970\">Opening the Pandora&#39;s Box of AI</h2><p>Buffett&#39;s response to a question on the potential of artificial intelligence (AI) was similar to his response from the 2023 annual meeting. He compared it to the atomic bomb and called it a genie in a bottle in that it has immense power, but we may regret we ever let it out.</p><p>He discussed a personal experience he had where he saw an AI-generated video of himself that was so lifelike that his kids nor his wife would be able to discern if it really was him or his voice except for the fact that he would never say the things in the video. &#34;if I was interested in investing in scamming, it’s going to be the growth industry of all time,&#34; he said.</p><p>Ultimately, Buffett stayed true to his longtime practice of keeping within his circle of competence, saying he doesn&#39;t know enough about AI to predict its future. &#34;It has enormous potential for good and enormous potential for harm, and I just don&#39;t know how that plays out.&#34;</p><h2 id=\"id_1731775438\">Limitless opportunities</h2><p>Despite the cautious sentiment, Buffett&#39;s optimism about the American economy and the stock market&#39;s ability to compound wealth over time was abundantly clear.</p><p>Oftentimes, folks pay too much attention to Berkshire&#39;s cash position as a barometer of its views on the stock market. While Berkshire keeping a large cash position is certainly defensive, it&#39;s worth understanding the context of its different business units and the history of a particular position like Apple.</p><p>Berkshire probably never set out to have Apple make up 40% of its public equity holdings. Taking some risk off the table, especially given the lower tax rate, makes sense for Berkshire, especially if it believes it will need more reserve cash to handle changing dynamics in its insurance business.</p><p>In terms of life advice, the 93-year-old Buffett said that it&#39;s a good idea to think of what you want your obituary to read and start selecting the education paths, social paths, spouse, and friends to get you where you want to go. &#34;The opportunities in this country are basically limitless,&#34; said Buffett.</p><p>We can all learn a lot from Buffett&#39;s steadfast understanding of Berkshire shareholders&#39; needs and the hard work that goes into selecting few investments and passing on countless opportunities.</p><p>In investing, it&#39;s important to align your risk tolerance, investment objectives, and holdings to achieve your financial goals and stay even-keeled no matter what the market is doing. In today&#39;s fast-paced world riddled with rapid change, staying true to your principles is more vital than ever.</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>Warren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting</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\">\nWarren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 06:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/04/buffett-2024-meeting-berkshire-hathaway-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire cut its Apple stake by 12.9%.Its cash position is expected to exceed $200 billion by the end of this quarter.Buffett said AI has \"enormous potential for good and enormous potential for harm....</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/04/buffett-2024-meeting-berkshire-hathaway-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4507":"流媒体概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4543":"AI","AAPL":"苹果","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4505":"高瓴资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","BK4512":"苹果概念","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4553":"喜马拉雅资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4176":"多领域控股","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BRK.A":"伯克希尔","BK4528":"SaaS概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4023":"应用软件","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BRK.B":"伯克希尔B","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://www.fool.com/investing/2024/05/04/buffett-2024-meeting-berkshire-hathaway-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433617877","content_text":"Berkshire cut its Apple stake by 12.9%.Its cash position is expected to exceed $200 billion by the end of this quarter.Buffett said AI has \"enormous potential for good and enormous potential for harm.\"Tens of thousands of Berkshire Hathaway (BRK.A -0.56%) (BRK.B 0.07%) investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate's business, financial markets, and over 93 years of wisdom on life. But this year's meeting felt different.Longtime vice chairman Charlie Munger passed away in late November. His wry sense of humor, witty aphorisms, and entertaining rapport with Buffett were missed dearly. But there were other noticeable differences between this meeting and those of past years -- namely, a sense of caution.Let's dive into the key takeaways from the meeting and how it could influence what Berkshire does next.Image source: The Motley Fool.Berkshire sells roughly 13% of its Apple positionThe elephant in the room was Berkshire's decision to trim its stake in Apple (AAPL 5.98%) during the first quarter. Berkshire sold over 116 million shares of Apple in Q1, reducing its position by around 12.9%. It marks the company's largest sale of Apple stock since it began purchasing shares in 2016 -- far larger than the 10 million or so shares Berkshire sold in Q4.Buffett addressed the sale with the first answer in the Q&A session: \"Unless something dramatic happens that really changes capital allocation and strategy, we will have Apple as our largest investment. But I don't mind at all, under current conditions, building the cash position. I think when I look at the alternatives of what's available in equity markets, and I look at the composition of what's going on in the world, we find it quite attractive.\"In addition to valuation concerns, market conditions, and wanting to build up the cash position, Buffett also mentioned the federal rate on capital gains, which Buffett said is 21% compared to 35% not long ago and even as high as 52% in the past. Fears that the tax rate could go up based on fiscal policies and a need to cut the federal deficit is another reason why Buffett and his team decided to book gains on Apple stock now instead of risking a potentially higher tax rate in the future.Hoarding a treasure trove of cashBuffett has long spoken about the faith Berkshire shareholders entrust in him and his team to safeguard and grow their wealth. Berkshire is known for being fairly risk-averse, gravitating toward businesses with stable cash flows like insurance, railroads, utilities, and top brands like Coca-Cola (KO 0.29%), American Express (AXP -0.74%), and Apple. Another asset Berkshire loves is cash.Berkshire's cash and U.S. treasury position reached $182.3 billion at the end of the first quarter, up from $163.3 billion at the end of 2023. Buffett said he expects the cash position to exceed $200 billion by the end of the second quarter.You may think Berkshire is stockpiling cash because of higher interest rates and a better return on risk-free assets. But shortly before the lunch break, Buffett said that Berkshire would still be heavily in cash even if interest rates were 1% because Berkshire only swings at pitches it likes, and it won't swing at a pitch simply because it hasn't in a while. \"It's just that things aren't attractive, and there are certain ways that could change, and we will see if they do,\" said Buffett.The commentary is a potential sign that Berkshire is getting even more defensive than usual.A complex but profitable insurance landscapeBerkshire's underlying business is doing exceptionally well. Berkshire's Q1 operating income skyrocketed 39.1% compared to the same period of 2023 -- driven by larger gains from the insurance businesses and Berkshire Hathaway Energy (which had an abnormally weak Q1 last year). However, Buffett cautioned that it would be unwise to simply multiply insurance income by four for the full year, considering it was a particularly strong quarter and Q3 tends to be the quarter with the highest risk of claims.A great deal of the Q&A session was spent discussing the future of insurance and utilities based on new regulations; price increases due to climate change and higher risks of natural disasters; and the potential impact of autonomous driving reducing accidents and driving down the cost of insurance.Ajit Jain, Berkshire's chairman of insurance operations, answered a question on cybersecurity insurance, saying the market is large and profitable and will probably get bigger but just isn't worth the risk until there are more data points. There was another question on rising insurance rates in Florida, which Berkshire attributed to climate change, increased risks of massive losses, and a difficult regulatory environment, making it harder to do business in Florida.An advantage is that Berkshire prices a lot of its contracts in one-year intervals, so it can adjust prices if risks begin to ramp and outweigh rewards. Or as Jain put it, \"Climate change, much like inflation, done right, can be a friend of the risk bearer.\"As for how autonomous driving affects insurance, Buffett said the problem is far from solved, that automakers have been considering insurance for a while, and that insurance can be \"a very tempting business when someone hands you money, and you hand them a little piece of paper.\" In other words, it isn't as easy as it seems. Accident rates have come down, and it would benefit society if autonomous driving allowed them to drop even further, but insurance will still be necessary.Opening the Pandora's Box of AIBuffett's response to a question on the potential of artificial intelligence (AI) was similar to his response from the 2023 annual meeting. He compared it to the atomic bomb and called it a genie in a bottle in that it has immense power, but we may regret we ever let it out.He discussed a personal experience he had where he saw an AI-generated video of himself that was so lifelike that his kids nor his wife would be able to discern if it really was him or his voice except for the fact that he would never say the things in the video. \"if I was interested in investing in scamming, it’s going to be the growth industry of all time,\" he said.Ultimately, Buffett stayed true to his longtime practice of keeping within his circle of competence, saying he doesn't know enough about AI to predict its future. \"It has enormous potential for good and enormous potential for harm, and I just don't know how that plays out.\"Limitless opportunitiesDespite the cautious sentiment, Buffett's optimism about the American economy and the stock market's ability to compound wealth over time was abundantly clear.Oftentimes, folks pay too much attention to Berkshire's cash position as a barometer of its views on the stock market. While Berkshire keeping a large cash position is certainly defensive, it's worth understanding the context of its different business units and the history of a particular position like Apple.Berkshire probably never set out to have Apple make up 40% of its public equity holdings. Taking some risk off the table, especially given the lower tax rate, makes sense for Berkshire, especially if it believes it will need more reserve cash to handle changing dynamics in its insurance business.In terms of life advice, the 93-year-old Buffett said that it's a good idea to think of what you want your obituary to read and start selecting the education paths, social paths, spouse, and friends to get you where you want to go. \"The opportunities in this country are basically limitless,\" said Buffett.We can all learn a lot from Buffett's steadfast understanding of Berkshire shareholders' needs and the hard work that goes into selecting few investments and passing on countless opportunities.In investing, it's important to align your risk tolerance, investment objectives, and holdings to achieve your financial goals and stay even-keeled no matter what the market is doing. In today's fast-paced world riddled with rapid change, staying true to your principles is more vital than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286478082011320,"gmtCreate":1710975646011,"gmtModify":1710975649908,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/286478082011320","repostId":"2420496227","repostType":2,"repost":{"id":"2420496227","pubTimestamp":1710936705,"share":"https://www.laohu8.com/m/news/2420496227?lang=&edition=full","pubTime":"2024-03-20 20:11","market":"us","language":"en","title":"10 NASDAQ Stocks with Biggest Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2420496227","media":"Insider Monkey","summary":"In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the 5 NASDAQ Stocks with Biggest Upside.The Nasdaq Composite was the worst performer among the major market indices in 2022 and made a stellar comeback in 2023. The index was down 33% at the end of 2022 and recovered from its abysmal performance with a 43% gain in 2023. To put things in perspective, the Nasdaq Composite index hit its previous record in November 2021 with a little over 16,000 points, and it was still a thousand points behind it by the end of 2023, even after the outstanding performance during the year. However, the index has hit new highs and is at 16,275 at March 1 market close. The Nasdaq-100, which includes the 100 largest and most actively traded non-financial companies in the world, recorded its fourth-best performance since 1986, with a 53.81% gain in 2023.Investors and analysts keep mixed reviews about the rising AI trend. While some believe tha","content":"<html><body><p><span>In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the </span><b>5 NASDAQ Stocks with Biggest Upside</b><span>.</span></p>\n<p><span>The Nasdaq Composite was the worst performer among the major market indices in 2022 and made a stellar comeback in 2023. The index was down 33% at the end of 2022 and recovered from its abysmal performance with a 43% gain in 2023. To put things in perspective, the Nasdaq Composite index hit its previous record in November 2021 with a little over 16,000 points, and it was still a thousand points behind it by the end of 2023, even after the outstanding performance during the year. However, the index has hit new highs and is at 16,275 at March 1 market close. The Nasdaq-100, which includes the 100 largest and most actively traded non-financial companies in the world, recorded its fourth-best performance since 1986, with a 53.81% gain in 2023.</span></p>\n<p><span>Nasdaq’s performance is attributed to the fact that it is mostly concentrated in tech stocks, which were the best performers of the year in 2023. The Magnificent 7 stocks remained in the limelight as several of the top performers of the index were a part of the group, which include NVIDIA Corporation (NASDAQ:</span><span>NVDA</span><span>) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (NASDAQ:</span><span>META</span><span>), and they gained 239% and 194% in 2023, respectively. However, some other stocks made significant strides through the year as well. Some of them are Advanced Micro Devices, Inc. (NASDAQ:</span><span>AMD</span><span>), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, Inc. (NASDAQ:</span><span>PANW</span><span>), and Super Micro Computer, Inc. (NASDAQ:</span><span>SMCI</span><span>). Advanced Micro Devices, Inc. (NASDAQ:AMD) gained nearly 128%, and Palo Alto Networks, Inc. (NASDAQ:PANW) was 110% higher by the end of 2023. Super Micro Computer, Inc. (NASDAQ:</span><span>SMCI</span><span>) performed even more spectacularly in 2023 and is still on a remarkable upward trajectory in the current year. As of March 18, the stock has gained more than 900% over the past 12 months.</span></p>\n<p><span>Although 5 of the magnificent 7 stocks are still performing well and their price charts are still in green on a year-to-date basis, as of March 18, Apple Inc. (NASDAQ:</span><span>AAPL</span><span>) and Tesla, Inc. (NASDAQ:</span><span>TSLA</span><span>) have declined significantly. Apple is down 4.61%, and Tesla has also fallen out of favor among many analysts and is down 32% year-to-date. However, Cathie Wood of </span><span>Ark Invest</span><span> still sees long-term growth for Tesla, Inc.’s (NASDAQ:TSLA) stock due to its autonomous driving software. Last year, Wood said in an </span><span>interview</span><span> on CNBC that she believes that the company’s stock price will hit the $2000 mark by 2027. In 2024, the investor is still bullish on the stock. Ark Invest bought $141 million worth of Tesla, Inc.’s (NASDAQ:TSLA) stock in January, as reported by </span><span>Bloomberg</span><span> on January 29. The firm also bought over </span><span>$35 million</span><span> worth of company shares on March 14, as reported by Business Insider on the same day.</span></p>\n<h2><b>Is There a Stop to the AI Rally?</b></h2>\n<p><span>Investors and analysts keep mixed reviews about the rising AI trend. While some believe that the AI surge could be a bubble and that tech stocks are now overvalued, others hold the opinion that AI is a revolutionary trend that will dominate the market for years to come. Looking at recent earnings of the tech stocks, the latter scenario is more likely. </span></p>\n<p><span>The industry leader, NVIDIA Corporation (NASDAQ:NVDA), reported its Q4 earnings on February 21. It reported non-GAAP earnings per share (EPS) of $5.16, which was up 28% sequentially, and was 486% higher than last year. Furthermore, its revenue increased by 265% year-over-year (YoY) to $22.1 billion. The company's gross margin also increased by 10.6%, year over year, to 76.7% in the quarter. On March 18, Truist and HSBC raised NVIDIA’s price target by $266 and $170, respectively. Truist has a price target of $1,177 for the stock, while HSBC’s Frank Lee raised NVIDIA Corporation’s (NASDAQ:NVDA) price target to $1050. The stock is currently trading at around $885, as of March 18.</span></p>\n<p><span>After NVIDIA Corporation’s (NASDAQ:NVDA) first-rate earnings report, Dell Technologies (NYSE:</span><span>DELL</span><span>) also showed strength in its earnings in the fourth quarter due to a high demand for its artificial intelligence servers. The company reported an EPS of $2.20 and a revenue of $22.32 billion, which outperformed the market estimates by $0.48 and $150 million, respectively. The stock gained 31.5% in a day on March 1 and is up nearly 13% month-to-date as of March 18. Dell Technologies’ (NYSE:DELL) also increased its quarterly dividend by 20%. The company’s earnings revived investor belief in AI, and most of the industry-related stocks moved higher during the day. At Dell Technologies’ (NYSE:DELL) </span><span>Q4 2024 earnings call</span><span>, COO and Vice Chairman of the company, Jeffrey Clark, highlighted the demand growth for AI-optimized servers. He said:</span></p>\n<blockquote>\n<p><span>“AI-optimized server orders increased by nearly 40% sequentially. We shipped $800 million of AI-optimized servers, and our backlog nearly doubled sequentially, exiting the fiscal year at $2.9 billion. Demand continues to outpace GPU supply, though we are seeing H100 lead times improving. We are also seeing strong interest in orders for AI-optimized servers equipped with the next generation of AI GPUs, including the H200 and the MI300X. Most customers are still in the early stages of their AI journey, and they are very interested in what we are doing at Dell. We are helping them get started and work through their use cases, data preparation, training, and infrastructure requirements.”</span></p>\n</blockquote>\n<p><span>Now let us continue to our list of NASDAQ stocks with the biggest upside potential, which includes <a href=\"https://laohu8.com/S/RARE\">Ultragenyx Pharmaceutical Inc</a>. (NASDAQ:</span><span>RARE</span><span>), Viasat, Inc. (NASDAQ:</span><span>VSAT</span><span>), and <a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a> (NASDAQ:</span><span>RUN</span><span>). You can also check out </span><span>11 Oversold NASDAQ Stocks To Buy Right Now</span><span> and </span><span>15 Best NASDAQ Dividend Stocks To Buy</span><span>.</span></p>\n<img height=\"1081\" src=\"https://s1.yimg.com/uu/api/res/1.2/GvLghmPkj6S4urHsGQUptg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/a1dbf97dc52b703046836e28beeccb37\" width=\"1920\"/> Photo by \nPascal Bernardon on \nUnsplash\n<p><b><i>Our Methodology</i></b></p>\n<p><span>For this article, we identified 20 stocks listed on NASDAQ with the biggest upside potential through financial media websites including CNBC, Motley Fool, Kiplinger, and Business Insider. Next, we checked each stock’s analyst ratings and price targets on TipRanks. We then chose the 10 stocks with the highest average analyst price target upside at the time of writing on March 18 and listed the stocks in ascending order.</span></p>\n<p><span>We also mentioned the hedge fund sentiment around each stock. The hedge fund data was taken from Insider Monkey’s database of 933 elite hedge funds as of Q4, 2023. Hedge funds’ top 10 consensus stock picks outperformed the S&amp;P 500 Index by more than 140 percentage points over the last 10 years (</span><span>see the details here</span><span>). That’s why we pay very close attention to this often-ignored indicator.</span></p>\n<h2><b>10 NASDAQ Stocks with Biggest Upside</b></h2>\n<h3><b>10. Baker Hughes Company (NASDAQ:</b><b>BKR</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 22.99%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 47</i></b></p>\n<p><span>Baker Hughes Company (NASDAQ:BKR) is a Texas-based company that offers energy and industrial solutions. According to TipRanks, the stock has a consensus rating of Strong Buy as per the 14 Wall Street analysts that covered it over the past three months. The average price target of $39.85 implies an upside of 22.99% from the current levels at the time of writing on March 18.</span></p>\n<p><span>On February 21, Baker Hughes Company (NASDAQ:BKR) announced that it won a significant and multi-year award for the provision of integrated well construction services for rigs in the Buzios pre-salt field offshore Brazil. The work on the three rigs is expected to begin in the first half of 2025.</span></p>\n<p><span>Baker Hughes Company (NASDAQ:BKR) was part of 47 hedge funds’ portfolios in the fourth quarter of 2023 with a total stake value of $911.825 million. </span><span>AQR Capital Management</span><span> is the most prominent shareholder in the company and has a position worth nearly $137.851 million, as of Q4, 2023.</span></p>\n<p><span>Baker Hughes Company (NASDAQ:BKR) is one of the top NASDAQ stocks with the biggest upside, along with Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN).</span></p>\n<p><span>ClearBridge Investments</span><span> made the following comment about Baker Hughes Company (NASDAQ:BKR) in its </span><span>Q3 2023 investor letter</span><span>:</span></p>\n<blockquote>\n<p><span>“Performance was boosted in the quarter by the Strategy’s more economically-sensitive holdings among steady compounders and evolving opportunities. Oilfield equipment and services provider Baker Hughes Company (NASDAQ:BKR), meanwhile, benefited from a $20 rise in crude oil prices as well as disciplined execution.”</span></p>\n</blockquote>\n<h3><b>9. Insulet Corporation (NASDAQ:</b><b>PODD</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 44.79%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 50</i></b></p>\n<p><span>Insulet Corporation (NASDAQ:PODD) is engaged in developing, manufacturing, and distributing insulin management systems for diabetic patients. In the fourth quarter of 2023, 50 hedge funds had stakes in Insulet Corporation (NASDAQ:PODD) with total positions worth $1.197 billion. This is compared to 44 funds with positions worth $938.370 million in the preceding quarter. As of December 31, 2023, </span><span>Citadel Investment Group</span><span> is the largest shareholder in the company with a stake worth $288.885 million.</span></p>\n<p><span>On February 7, Insulet Corporation (NASDAQ:PODD) announced that its Omnipod 5 automated insulin delivery system with Abbott Laboratories’ (NYSE:</span><span>ABT</span><span>) FreeStyle Libre 2 Plus sensor received CE Mark approval.</span></p>\n<p><span>In the past three months, 12 Wall Street analysts have covered Insulet Corporation (NASDAQ:PODD), and 9 maintain a Buy rating on the stock. At the time of writing on March 18, the average price target of $238.33 has an upside of 44.79% from present levels.</span></p>\n<p><span>ClearBridge Investments</span><span> mentioned Insulet Corporation (NASDAQ:PODD) in its </span><span>third quarter 2023 investor letter</span><span>. Here is what it said:</span></p>\n<blockquote>\n<p><span>“Results were primarily impacted by weakness among two health care holdings, Insulet Corporation (NASDAQ:PODD) and Surgery Partners. Positive clinical studies for GLP-1 therapeutics showed substantial health benefits to diabetic and obese patients, boosting stock prices of pharmaceutical companies tied to the manufacturing of these drugs. The potential for improved patient outcomes raised the risk of lower utilization for Insulet, a maker of insulin patch pumps, and Surgery Partners, whose outpatient surgery centers conduct weight loss and many other types of outpatient procedures. Though the GLP-1 threat is weighing on the valuation multiple of Insulet, any negative effects would likely not meaningfully affect the business for many years, especially given how large and underpenetrated the Type 2 diabetes market is for the company currently. Additionally, this could require significant improvements in cost, availability, and adherence for GLP-1s. Furthermore, we are encouraged that the majority of Insulet’s business today is still from Type 1 diabetes, where fundamentals remain strong and the company is gaining share.”</span></p>\n</blockquote>\n<h3><b>8. First Solar, Inc. (NASDAQ:</b><b>FSLR</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 50.15%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 47</i></b></p>\n<p><span>First Solar, Inc. (NASDAQ:FSLR) is a Texas-based company that provides solar photovoltaic (PV) systems. First Solar, Inc. (NASDAQ:FSLR) takes the eighth spot on our list of NASDAQ stocks with the biggest upside. Over the past three months, 20 Wall Street analysts have given their recommendations on First Solar, Inc. (NASDAQ:FSLR), with 16 recommending to Buy the stock. As of March 18, the stock’s average price target of $220.72 implies an upside of 50.15% to its current price.</span></p>\n<p><span>According to Insider Monkey’s database which tracks 933 elite hedge funds, 47 funds had investments in First Solar, Inc.’s (NASDAQ:FSLR) stock in the fourth quarter of 2023 worth $1.106 billion. With 1.79 million shares worth $308.736 million, Robert Pohly’s </span><span>Samlyn Capital</span><span> is the top investor in the company, as of Q4 2023.</span></p>\n<p><span>On February 27, First Solar, Inc. (NASDAQ:FSLR) announced its Q4 earnings result with a GAAP EPS of $3.25, which topped the estimates by $0.13. The revenue jumped 16.0% year-over-year to $1.16 billion.</span></p>\n<h3><b>7. <a href=\"https://laohu8.com/S/SHLS\">Shoals Technologies Group</a>, Inc. (NASDAQ:</b><b>SHLS</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 58.89%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 31</i></b></p>\n<p><span>Shoals Technologies Group, Inc. (NASDAQ:SHLS) is a Tennessee-based company that offers electrical balance of system solutions. The stock has been covered by 15 Wall Street analysts over the past three months, with 12 keeping a Buy rating on the stock. The average price target of $18.86 implies an upside of 58.89% from the current levels on March 18.</span></p>\n<p><span>On February 21, it was reported that Shoals Technologies Group, Inc. (NASDAQ:SHLS) will </span><span>expand</span><span> its existing Tennessee operations over the next five years and will spend $80 million for this endeavor.</span></p>\n<p><span>According to Insider Monkey’s database, 31 hedge funds had investments in Shoals Technologies Group, Inc. (NASDAQ:SHLS) in Q4 of 2023 with positions worth $464.778 million. This compared to 33 funds in the previous quarter, with positions worth $349.254 million. </span><span>Encompass Capital Advisors</span><span> is the top shareholder in the company with a position worth $105.713 million, as of the fourth quarter of 2023.</span></p>\n<p><span>On February 28, Shoals Technologies Group, Inc. (NASDAQ:SHLS) announced its Q4 earnings result with a non-GAAP EPS of $0.12 and a revenue of $130.4 million, which grew by 37.8% YoY.</span></p>\n<h3><b>6. <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a>, Inc. (NASDAQ:</b><b>WBD</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 61.26%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 56</i></b></p>\n<p><span>Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a New York-based media and entertainment company. The stock was held by 56 hedge funds in the fourth quarter of 2023. The total stakes of the funds amounted to $1.122 billion. As of December 31, 2023, </span><span>Harris Associates</span><span> is the most dominant shareholder in the company with a position worth $904.761 million.</span></p>\n<p><span>Of the 17 Wall Street analysts that have covered Warner Bros. Discovery, Inc. (NASDAQ:WBD) over the past three months, 9 maintain a Buy rating on the stock. The average price target of $13.61 implies an upside of 61.26% from current levels, as of March 18.</span></p>\n<p><span>On February 26, Barrington analyst James Goss lowered the price target on Warner Bros. Discovery, Inc.’s (NASDAQ:WBD) stock to $16 from $18 and kept an Outperform rating on the shares.</span></p>\n<p><span>Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN) are some of the NASDAQ stocks with the biggest upside, in addition to Warner Bros. Discovery, Inc. (NASDAQ:WBD).</span></p>\n<p><span>Longleaf Partners stated the following regarding Warner Bros. Discovery, Inc. (NASDAQ:WBD) in its </span><span>fourth quarter 2023 investor letter</span><span>:</span></p>\n<blockquote>\n<p><span>“The rules have improved how we analyze existing holdings and influenced the price at which we will buy a new holding and/or trim or add to an existing one. This has resulted in a higher level of resizing positions in the portfolio and exiting some long-term holdings this year. A good example in the portfolio today is Warner Bros. Discovery, Inc. (NASDAQ:WBD), a company that we bought too early but that remains a holding in the portfolio. Our average price for the initial WBD investment in 2021 was $26.48, or a P/V ratio in the mid-60s%. However, P/EV on the initial report was 79%. Under the new rules, we would not pay that price for the company today. We most likely would have waited for a mid-60s% P/EV, which would have equated to a $mid-teens entry price. In this case, we would have missed a too-large initial downturn in the stock price. The overweight rule dictated that we trimmed the position after the price ran up in the first half of 2023, which benefitted overall performance as the stock price subsequently fell again. However, even with the new rule lens, we remain confident in our case for the business and management’s ability to deliver going forward.”</span></p>\n</blockquote>\n<p><b>Click to continue reading and see the 5 NASDAQ Stocks with Biggest Upside</b><span>.</span></p>\n<p><span>Suggested articles:</span></p>\n<ul>\n<li><span>17 Worst Bachelor’s Degrees for Student Loan Debt</span></li>\n<li><span>13 Best EV Stocks To Buy in 2024</span></li>\n<li><span>13 Best NASDAQ Penny Stocks To Invest In</span></li>\n</ul>\n<p><span>Disclosure. None. </span><b>10 NASDAQ Stocks with Biggest Upside</b><span> is originally published on Insider Monkey.</span></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>10 NASDAQ Stocks with Biggest Upside</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\">\n10 NASDAQ Stocks with Biggest Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 20:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/10-nasdaq-stocks-biggest-upside-121145757.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the 5 NASDAQ Stocks with Biggest Upside.\nThe Nasdaq Composite was the worst ...</p>\n\n<a href=\"https://finance.yahoo.com/news/10-nasdaq-stocks-biggest-upside-121145757.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/F5eZ.B_g3dZslTmMgNikKA--~B/aD0xMDgxO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/a1dbf97dc52b703046836e28beeccb37","relate_stocks":{"NDAQ":"纳斯达克OMX交易所","WBD":"Warner Bros. Discovery","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BKR":"贝克休斯","DELL":"戴尔",".IXIC":"NASDAQ Composite","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","TQQQ":"纳指三倍做多ETF","NVDA":"英伟达","TSLA":"特斯拉","SQQQ":"纳指三倍做空ETF","BK4519":"光伏太阳能","AAPL":"苹果","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4512":"苹果概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SHLS":"Shoals Technologies Group","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","QID":"纳指两倍做空ETF","COMP":"Compass, Inc.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","FSLR":"第一太阳能","AMD":"美国超微公司","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","RARE":"Ultragenyx Pharmaceutical Inc","RUN":"Sunrun Inc.","META":"Meta Platforms","ABT":"雅培","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","BK4555":"新能源车","SMCI":"超微电脑","PANW":"Palo Alto Networks","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4553":"喜马拉雅资本持仓","PSQ":"纳指反向ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","VSAT":"卫讯公司","PODD":"银休特","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/10-nasdaq-stocks-biggest-upside-121145757.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2420496227","content_text":"In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the 5 NASDAQ Stocks with Biggest Upside.\nThe Nasdaq Composite was the worst performer among the major market indices in 2022 and made a stellar comeback in 2023. The index was down 33% at the end of 2022 and recovered from its abysmal performance with a 43% gain in 2023. To put things in perspective, the Nasdaq Composite index hit its previous record in November 2021 with a little over 16,000 points, and it was still a thousand points behind it by the end of 2023, even after the outstanding performance during the year. However, the index has hit new highs and is at 16,275 at March 1 market close. The Nasdaq-100, which includes the 100 largest and most actively traded non-financial companies in the world, recorded its fourth-best performance since 1986, with a 53.81% gain in 2023.\nNasdaq’s performance is attributed to the fact that it is mostly concentrated in tech stocks, which were the best performers of the year in 2023. The Magnificent 7 stocks remained in the limelight as several of the top performers of the index were a part of the group, which include NVIDIA Corporation (NASDAQ:NVDA) and Meta Platforms, Inc. (NASDAQ:META), and they gained 239% and 194% in 2023, respectively. However, some other stocks made significant strides through the year as well. Some of them are Advanced Micro Devices, Inc. (NASDAQ:AMD), Palo Alto Networks, Inc. (NASDAQ:PANW), and Super Micro Computer, Inc. (NASDAQ:SMCI). Advanced Micro Devices, Inc. (NASDAQ:AMD) gained nearly 128%, and Palo Alto Networks, Inc. (NASDAQ:PANW) was 110% higher by the end of 2023. Super Micro Computer, Inc. (NASDAQ:SMCI) performed even more spectacularly in 2023 and is still on a remarkable upward trajectory in the current year. As of March 18, the stock has gained more than 900% over the past 12 months.\nAlthough 5 of the magnificent 7 stocks are still performing well and their price charts are still in green on a year-to-date basis, as of March 18, Apple Inc. (NASDAQ:AAPL) and Tesla, Inc. (NASDAQ:TSLA) have declined significantly. Apple is down 4.61%, and Tesla has also fallen out of favor among many analysts and is down 32% year-to-date. However, Cathie Wood of Ark Invest still sees long-term growth for Tesla, Inc.’s (NASDAQ:TSLA) stock due to its autonomous driving software. Last year, Wood said in an interview on CNBC that she believes that the company’s stock price will hit the $2000 mark by 2027. In 2024, the investor is still bullish on the stock. Ark Invest bought $141 million worth of Tesla, Inc.’s (NASDAQ:TSLA) stock in January, as reported by Bloomberg on January 29. The firm also bought over $35 million worth of company shares on March 14, as reported by Business Insider on the same day.\nIs There a Stop to the AI Rally?\nInvestors and analysts keep mixed reviews about the rising AI trend. While some believe that the AI surge could be a bubble and that tech stocks are now overvalued, others hold the opinion that AI is a revolutionary trend that will dominate the market for years to come. Looking at recent earnings of the tech stocks, the latter scenario is more likely. \nThe industry leader, NVIDIA Corporation (NASDAQ:NVDA), reported its Q4 earnings on February 21. It reported non-GAAP earnings per share (EPS) of $5.16, which was up 28% sequentially, and was 486% higher than last year. Furthermore, its revenue increased by 265% year-over-year (YoY) to $22.1 billion. The company's gross margin also increased by 10.6%, year over year, to 76.7% in the quarter. On March 18, Truist and HSBC raised NVIDIA’s price target by $266 and $170, respectively. Truist has a price target of $1,177 for the stock, while HSBC’s Frank Lee raised NVIDIA Corporation’s (NASDAQ:NVDA) price target to $1050. The stock is currently trading at around $885, as of March 18.\nAfter NVIDIA Corporation’s (NASDAQ:NVDA) first-rate earnings report, Dell Technologies (NYSE:DELL) also showed strength in its earnings in the fourth quarter due to a high demand for its artificial intelligence servers. The company reported an EPS of $2.20 and a revenue of $22.32 billion, which outperformed the market estimates by $0.48 and $150 million, respectively. The stock gained 31.5% in a day on March 1 and is up nearly 13% month-to-date as of March 18. Dell Technologies’ (NYSE:DELL) also increased its quarterly dividend by 20%. The company’s earnings revived investor belief in AI, and most of the industry-related stocks moved higher during the day. At Dell Technologies’ (NYSE:DELL) Q4 2024 earnings call, COO and Vice Chairman of the company, Jeffrey Clark, highlighted the demand growth for AI-optimized servers. He said:\n\n“AI-optimized server orders increased by nearly 40% sequentially. We shipped $800 million of AI-optimized servers, and our backlog nearly doubled sequentially, exiting the fiscal year at $2.9 billion. Demand continues to outpace GPU supply, though we are seeing H100 lead times improving. We are also seeing strong interest in orders for AI-optimized servers equipped with the next generation of AI GPUs, including the H200 and the MI300X. Most customers are still in the early stages of their AI journey, and they are very interested in what we are doing at Dell. We are helping them get started and work through their use cases, data preparation, training, and infrastructure requirements.”\n\nNow let us continue to our list of NASDAQ stocks with the biggest upside potential, which includes Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN). You can also check out 11 Oversold NASDAQ Stocks To Buy Right Now and 15 Best NASDAQ Dividend Stocks To Buy.\n Photo by \nPascal Bernardon on \nUnsplash\nOur Methodology\nFor this article, we identified 20 stocks listed on NASDAQ with the biggest upside potential through financial media websites including CNBC, Motley Fool, Kiplinger, and Business Insider. Next, we checked each stock’s analyst ratings and price targets on TipRanks. We then chose the 10 stocks with the highest average analyst price target upside at the time of writing on March 18 and listed the stocks in ascending order.\nWe also mentioned the hedge fund sentiment around each stock. The hedge fund data was taken from Insider Monkey’s database of 933 elite hedge funds as of Q4, 2023. Hedge funds’ top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here). That’s why we pay very close attention to this often-ignored indicator.\n10 NASDAQ Stocks with Biggest Upside\n10. Baker Hughes Company (NASDAQ:BKR)\nAverage Analyst Price Target Upside: 22.99%\nNumber of Hedge Fund Holders: 47\nBaker Hughes Company (NASDAQ:BKR) is a Texas-based company that offers energy and industrial solutions. According to TipRanks, the stock has a consensus rating of Strong Buy as per the 14 Wall Street analysts that covered it over the past three months. The average price target of $39.85 implies an upside of 22.99% from the current levels at the time of writing on March 18.\nOn February 21, Baker Hughes Company (NASDAQ:BKR) announced that it won a significant and multi-year award for the provision of integrated well construction services for rigs in the Buzios pre-salt field offshore Brazil. The work on the three rigs is expected to begin in the first half of 2025.\nBaker Hughes Company (NASDAQ:BKR) was part of 47 hedge funds’ portfolios in the fourth quarter of 2023 with a total stake value of $911.825 million. AQR Capital Management is the most prominent shareholder in the company and has a position worth nearly $137.851 million, as of Q4, 2023.\nBaker Hughes Company (NASDAQ:BKR) is one of the top NASDAQ stocks with the biggest upside, along with Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN).\nClearBridge Investments made the following comment about Baker Hughes Company (NASDAQ:BKR) in its Q3 2023 investor letter:\n\n“Performance was boosted in the quarter by the Strategy’s more economically-sensitive holdings among steady compounders and evolving opportunities. Oilfield equipment and services provider Baker Hughes Company (NASDAQ:BKR), meanwhile, benefited from a $20 rise in crude oil prices as well as disciplined execution.”\n\n9. Insulet Corporation (NASDAQ:PODD)\nAverage Analyst Price Target Upside: 44.79%\nNumber of Hedge Fund Holders: 50\nInsulet Corporation (NASDAQ:PODD) is engaged in developing, manufacturing, and distributing insulin management systems for diabetic patients. In the fourth quarter of 2023, 50 hedge funds had stakes in Insulet Corporation (NASDAQ:PODD) with total positions worth $1.197 billion. This is compared to 44 funds with positions worth $938.370 million in the preceding quarter. As of December 31, 2023, Citadel Investment Group is the largest shareholder in the company with a stake worth $288.885 million.\nOn February 7, Insulet Corporation (NASDAQ:PODD) announced that its Omnipod 5 automated insulin delivery system with Abbott Laboratories’ (NYSE:ABT) FreeStyle Libre 2 Plus sensor received CE Mark approval.\nIn the past three months, 12 Wall Street analysts have covered Insulet Corporation (NASDAQ:PODD), and 9 maintain a Buy rating on the stock. At the time of writing on March 18, the average price target of $238.33 has an upside of 44.79% from present levels.\nClearBridge Investments mentioned Insulet Corporation (NASDAQ:PODD) in its third quarter 2023 investor letter. Here is what it said:\n\n“Results were primarily impacted by weakness among two health care holdings, Insulet Corporation (NASDAQ:PODD) and Surgery Partners. Positive clinical studies for GLP-1 therapeutics showed substantial health benefits to diabetic and obese patients, boosting stock prices of pharmaceutical companies tied to the manufacturing of these drugs. The potential for improved patient outcomes raised the risk of lower utilization for Insulet, a maker of insulin patch pumps, and Surgery Partners, whose outpatient surgery centers conduct weight loss and many other types of outpatient procedures. Though the GLP-1 threat is weighing on the valuation multiple of Insulet, any negative effects would likely not meaningfully affect the business for many years, especially given how large and underpenetrated the Type 2 diabetes market is for the company currently. Additionally, this could require significant improvements in cost, availability, and adherence for GLP-1s. Furthermore, we are encouraged that the majority of Insulet’s business today is still from Type 1 diabetes, where fundamentals remain strong and the company is gaining share.”\n\n8. First Solar, Inc. (NASDAQ:FSLR)\nAverage Analyst Price Target Upside: 50.15%\nNumber of Hedge Fund Holders: 47\nFirst Solar, Inc. (NASDAQ:FSLR) is a Texas-based company that provides solar photovoltaic (PV) systems. First Solar, Inc. (NASDAQ:FSLR) takes the eighth spot on our list of NASDAQ stocks with the biggest upside. Over the past three months, 20 Wall Street analysts have given their recommendations on First Solar, Inc. (NASDAQ:FSLR), with 16 recommending to Buy the stock. As of March 18, the stock’s average price target of $220.72 implies an upside of 50.15% to its current price.\nAccording to Insider Monkey’s database which tracks 933 elite hedge funds, 47 funds had investments in First Solar, Inc.’s (NASDAQ:FSLR) stock in the fourth quarter of 2023 worth $1.106 billion. With 1.79 million shares worth $308.736 million, Robert Pohly’s Samlyn Capital is the top investor in the company, as of Q4 2023.\nOn February 27, First Solar, Inc. (NASDAQ:FSLR) announced its Q4 earnings result with a GAAP EPS of $3.25, which topped the estimates by $0.13. The revenue jumped 16.0% year-over-year to $1.16 billion.\n7. Shoals Technologies Group, Inc. (NASDAQ:SHLS)\nAverage Analyst Price Target Upside: 58.89%\nNumber of Hedge Fund Holders: 31\nShoals Technologies Group, Inc. (NASDAQ:SHLS) is a Tennessee-based company that offers electrical balance of system solutions. The stock has been covered by 15 Wall Street analysts over the past three months, with 12 keeping a Buy rating on the stock. The average price target of $18.86 implies an upside of 58.89% from the current levels on March 18.\nOn February 21, it was reported that Shoals Technologies Group, Inc. (NASDAQ:SHLS) will expand its existing Tennessee operations over the next five years and will spend $80 million for this endeavor.\nAccording to Insider Monkey’s database, 31 hedge funds had investments in Shoals Technologies Group, Inc. (NASDAQ:SHLS) in Q4 of 2023 with positions worth $464.778 million. This compared to 33 funds in the previous quarter, with positions worth $349.254 million. Encompass Capital Advisors is the top shareholder in the company with a position worth $105.713 million, as of the fourth quarter of 2023.\nOn February 28, Shoals Technologies Group, Inc. (NASDAQ:SHLS) announced its Q4 earnings result with a non-GAAP EPS of $0.12 and a revenue of $130.4 million, which grew by 37.8% YoY.\n6. Warner Bros. Discovery, Inc. (NASDAQ:WBD)\nAverage Analyst Price Target Upside: 61.26%\nNumber of Hedge Fund Holders: 56\nWarner Bros. Discovery, Inc. (NASDAQ:WBD) is a New York-based media and entertainment company. The stock was held by 56 hedge funds in the fourth quarter of 2023. The total stakes of the funds amounted to $1.122 billion. As of December 31, 2023, Harris Associates is the most dominant shareholder in the company with a position worth $904.761 million.\nOf the 17 Wall Street analysts that have covered Warner Bros. Discovery, Inc. (NASDAQ:WBD) over the past three months, 9 maintain a Buy rating on the stock. The average price target of $13.61 implies an upside of 61.26% from current levels, as of March 18.\nOn February 26, Barrington analyst James Goss lowered the price target on Warner Bros. Discovery, Inc.’s (NASDAQ:WBD) stock to $16 from $18 and kept an Outperform rating on the shares.\nUltragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN) are some of the NASDAQ stocks with the biggest upside, in addition to Warner Bros. Discovery, Inc. (NASDAQ:WBD).\nLongleaf Partners stated the following regarding Warner Bros. Discovery, Inc. (NASDAQ:WBD) in its fourth quarter 2023 investor letter:\n\n“The rules have improved how we analyze existing holdings and influenced the price at which we will buy a new holding and/or trim or add to an existing one. This has resulted in a higher level of resizing positions in the portfolio and exiting some long-term holdings this year. A good example in the portfolio today is Warner Bros. Discovery, Inc. (NASDAQ:WBD), a company that we bought too early but that remains a holding in the portfolio. Our average price for the initial WBD investment in 2021 was $26.48, or a P/V ratio in the mid-60s%. However, P/EV on the initial report was 79%. Under the new rules, we would not pay that price for the company today. We most likely would have waited for a mid-60s% P/EV, which would have equated to a $mid-teens entry price. In this case, we would have missed a too-large initial downturn in the stock price. The overweight rule dictated that we trimmed the position after the price ran up in the first half of 2023, which benefitted overall performance as the stock price subsequently fell again. However, even with the new rule lens, we remain confident in our case for the business and management’s ability to deliver going forward.”\n\nClick to continue reading and see the 5 NASDAQ Stocks with Biggest Upside.\nSuggested articles:\n\n17 Worst Bachelor’s Degrees for Student Loan Debt\n13 Best EV Stocks To Buy in 2024\n13 Best NASDAQ Penny Stocks To Invest In\n\nDisclosure. None. 10 NASDAQ Stocks with Biggest Upside is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284242648014912,"gmtCreate":1710411104311,"gmtModify":1710411108490,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a>&nbsp;finally He is back","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a>&nbsp;finally He is back","text":"$Beyond Meat, Inc.(BYND)$ finally He is back","images":[{"img":"https://community-static.tradeup.com/news/eef6bef56d34c8c5b0c48851bb9c2233","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284242648014912","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282813536235624,"gmtCreate":1710054566935,"gmtModify":1710054570350,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"Will gold still continue? I hope not, because I am not in&nbsp;[Cry]&nbsp;","listText":"Will gold still continue? I hope not, because I am not in&nbsp;[Cry]&nbsp;","text":"Will gold still continue? I hope not, because I am not in [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282813536235624","repostId":"281918360322144","repostType":1,"repost":{"id":281918360322144,"gmtCreate":1709856236194,"gmtModify":1709861607572,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Trade GLD Around Gold's Confirmed Breakout! ","htmlText":"If you are an investor into precious metals, you would have noticed that Gold just has the breakout confirmed, this is from what I have seen from intraday as well as daily closing price. Gold Saw New Highs Due To Breakout At the time of this writing, gold price is trading at about $2,160.74, this is one of the all-time highs, which is slightly higher than the late-2023 high. If we look at the 4-HR intraday chart, we could see that Gold price is trying to stay above that level, so far it has been able to do it, but with RSI in the overbought region, we could be seeing more buying, it might not stay at this high for long. A confirmed breakout opens the door to higher prices, and since it was a breakout to new all-time highs, gold could move much higher in the medium term. SPDR Gold Shares","listText":"If you are an investor into precious metals, you would have noticed that Gold just has the breakout confirmed, this is from what I have seen from intraday as well as daily closing price. Gold Saw New Highs Due To Breakout At the time of this writing, gold price is trading at about $2,160.74, this is one of the all-time highs, which is slightly higher than the late-2023 high. If we look at the 4-HR intraday chart, we could see that Gold price is trying to stay above that level, so far it has been able to do it, but with RSI in the overbought region, we could be seeing more buying, it might not stay at this high for long. A confirmed breakout opens the door to higher prices, and since it was a breakout to new all-time highs, gold could move much higher in the medium term. SPDR Gold Shares","text":"If you are an investor into precious metals, you would have noticed that Gold just has the breakout confirmed, this is from what I have seen from intraday as well as daily closing price. Gold Saw New Highs Due To Breakout At the time of this writing, gold price is trading at about $2,160.74, this is one of the all-time highs, which is slightly higher than the late-2023 high. If we look at the 4-HR intraday chart, we could see that Gold price is trying to stay above that level, so far it has been able to do it, but with RSI in the overbought region, we could be seeing more buying, it might not stay at this high for long. A confirmed breakout opens the door to higher prices, and since it was a breakout to new all-time highs, gold could move much higher in the medium term. SPDR Gold Shares","images":[{"img":"https://community-static.tradeup.com/news/151c4f40c60d171d74b2f253014ac376","width":"1258","height":"724"},{"img":"https://community-static.tradeup.com/news/5d6822ac0870607a1790614e8ea4d0d3","width":"1839","height":"789"},{"img":"https://community-static.tradeup.com/news/4f61a790bf85725ece020826f8d9b761","width":"1419","height":"604"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281918360322144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281911667855560,"gmtCreate":1709854603800,"gmtModify":1709854607352,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/281911667855560","repostId":"279214840176800","repostType":1,"repost":{"id":279214840176800,"gmtCreate":1709189298070,"gmtModify":1709189765752,"author":{"id":"3574252569958688","authorId":"3574252569958688","name":"alanyeo","avatar":"https://community-static.tradeup.com/news/c143ec51d09c45e31e9ff8dacb742087","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"DBS: Baidu Inc – Buy Target Price HK$186","htmlText":"The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.&nbsp; https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$ &nbsp;</a>‌","listText":"The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.&nbsp; https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$ &nbsp;</a>‌","text":"The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌$Baidu(BIDU)$ ‌‌$BIDU-SW(09888)$ ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279214840176800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244757718929544,"gmtCreate":1700779328338,"gmtModify":1700779332775,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/244757718929544","repostId":"2385623058","repostType":2,"repost":{"id":"2385623058","pubTimestamp":1700739721,"share":"https://www.laohu8.com/m/news/2385623058?lang=&edition=full","pubTime":"2023-11-23 19:42","market":"us","language":"en","title":"Beyond Meat Is Beyond Saving","url":"https://stock-news.laohu8.com/highlight/detail?id=2385623058","media":"seekingalpha","summary":"Beyond Meat saw an increase in international volumes but experienced declines in the US market.Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance.Des","content":"<html><body><ul><li>Beyond Meat saw an increase in international volumes but experienced declines in the US market.</li><li>Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance.</li><li>Despite potential growth in Europe, the stock is still overvalued and remains a \"Sell.\"  The path to profitability will be daunting.</li></ul><p><figure><picture><img height=\"1152px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Justin Sullivan</p></figcaption></figure></p> <p>Back in March, I placed a \"Sell\" rating on Beyond Meat (<span>NASDAQ:BYND</span>), saying management greatly misread demand for its product. I reiterated my \"Sell\" rating in September, noting that its volumes declines were expanding into<span> more of its channel. So far my \"Sell\" thesis has played out as expected, although Q3 did see a glimpse of hope for the company on the volume side. With the stock down over -60% from my original write-up, let's catch up on the name after its </span>recent earnings report<span> from earlier this month.</span></p> <h2><strong>Company Profile</strong></h2> <p>As a quick reminder, BYND makes plant-based food items created to have the taste and texture of meat. The Beyond Burger is its flagship product, but it also makes a variety of other plant-based meat alternatives including Beyond Chicken Tenders, Beyond Chicken Nuggets, Beyond Sausage, Beyond Steak, and other items. It sells its products in<span> the U.S. and internationally through both the grocery retail channel and the foodservice channel, such as quick service restaurants.</span></p> <h2>International Volumes Rise, Gross Margins Negative</h2> <p>While recent BYND quarters have been marked by declining volumes, BYND actually saw a year over year increase this past quarter, with volumes up 3.5%, as international gains more than offset continued U.S. declines. However, the overall volume gains were more than offset by a -11.6% decline in price per pound.</p> <p>U.S. retail volumes sank -18.7% to 7.199 million pounds. U.S. Foodservice volumes, meanwhile, plunged -37.7% to 2.104 million pounds. International retail volumes jumped 42.8% to 3.375 million pounds. International Foodservices volumes soared 90.9% to 5.317 million pounds. The company credited the gain to strong sales to a large QSR customer in the European Union.</p> <p>Revenues declined -8.7% to $75.3 million. The price per pound decrease of -11.6% accelerated from the -8.6% decrease in price per pound it saw last quarter. Revenue topped analyst expectations of $73.0 million.</p> <p>Revenue in the U.S. retail channel fell -33.9% to $30.5 million, while U.S. Foodservice sales dropped -21.6% to $12.5 million. Internationally, Retail revenue climbed 38.8% to $14.2 million, while Foodservice sales zoomed 78.7% higher to $18.1 million.</p> <p>The company lost 7,000 distribution points quarter over quarter to 183,000. The International Foodservice channel lost 8,000 points of distribution, while it gained 1,000 distribution outlets in the U.S. foodservice segment. The U.S. and international retail points of distribution remained unchanged. The company said the loss of international distribution points was in China.</p> <p>Gross margins have been a huge problem, and once again turned negative after the company was able to post a slim 2.2% gross margins in Q2.</p> <p>Adjusted EBITDA for the quarter was -$57.5 million versus -$73.8 million a year ago. Operating cash flow was $9.1 million.</p> <p>The company ended the quarter with $1.14 billion in convertible notes and $217.5 million in cash and equivalents. The 0% convertible note is not due until 2027.</p> <p>Looking ahead, BYND forecast full-year revenue of between $330-340 million, down from a prior outlook of $360-380 million, and a year over year decline of -21% to -19%. It now projects gross margins to be breakeven versus a prior forecast for them to be positive mid to high single digits.</p> <p>Discussing the company's results on its Q3 earnings call, CEO Ethan Brown said:</p> <blockquote><p>\"We are disappointed by our third quarter 2023 results and are taking immediate action to pull significant costs out of our operating base as we enter 2024. Simultaneously, we are heightening and narrowing our focus around specific geographies and channels where we are experiencing growth, including in the EU, where we're seeing favorable near-term trends, such as certain segments of U.S. foodservice. As we head into 2024, we believe we have a solid portfolio and marketing strategy to address category and brand headwinds in U.S. retail, one built around the fundamental benefits available to the consumer through our carefully designed plant-based meats. Though we believe that our achievement of cash flow positive operations for the third quarter is an encouraging directional signal, we are committed to a far more comprehensive and aggressive rebalancing of operating expense to current revenues as we plan for the future. We understand the current results, category challenges and the intended media coverage can distract from what we believe is a far brighter future. We see this future in colleges and universities here in the U.S. and abroad, including those where youth-driven movements are calling for fully plant-based campuses to fight climate change, drawing analogies to university pledges to divest from fossil fuels. We see this future in countries where per capita animal meat consumption is the lowest ever in recorded history, such as in the U.K. and Germany, and the corresponding progress we are experiencing in McDonald's McPlant platform in these and other EU economies. We see this future in cities, such as Amsterdam, where officials are taking tangible steps to increase availability of plant-based meats and dairy in support of their target to have 50% of citizens consuming a plant-based diet by 2030.\"</p></blockquote> <p>Overall, the BYND quarter once again was not good, but unlike some recent quarters there were some bright spots. The company saw nice volume growth internationally in both the retail and foodservice channels. The latter appears to be driven by McDonald's (MCD) McPlant platform. The platform failed in the U.S and was discontinued due to low sales last year, but so far it appears to be performing better in Europe. This could just be because of newness and a slow rollout, as U.S. fast food chains initially saw a surge in demand for plant-based products that eventually dried up. However, MCD is continuing to introduce the platform to new EU countries, including Switzerland and Slovenia last month, while adding menu items in the Netherlands, such as Veggie nuggets and McPlant Steakhouse burger.</p> <p>BYND also was able to generate positive operating cash flow, although that was largely due to inventory drawdowns. Meanwhile, the company returned to negative gross margins and its pricing continues to rapidly fall despite an inflationary environment, which shows a lack on pricing power. It also lowered its full-year guidance for revenue and gross margins as well.</p> <p>While management has expectations for a better 2024, I think the company needs to prove that plant-based meat alternatives aren't just a fad whose sales have peaked. That has played out in the U.S. and if it plays out in Europe, the company is in pretty big trouble.</p> <h2>Conclusion</h2> <p>BYND has a lot of work to do to try and turn itself around. It must dramatically cut costs and right size its manufacturing capacity. The company was able to generate positive EBITDA in 2019 before the pandemic on nearly $300 million in revenue, but that was before introducing a slew of new products and the inefficiencies that come with them given their modest demand. Demand continues to contract in the U.S. in both the retail and foodservice channel, while at the same time it is lowering prices.</p> <p>Even if BYND pulled a great turnaround, powered by Europe, and doubled its sales over the next 5 years and brought its gross margins up from 0% to 40% (33.5% is the highest it has achieved), that would still be a gross profit of only around $270 million. Paying over 5x potential future gross profits 5 years out for a company where everything would have to go right over the next several years doesn't make sense in my view. I view that scenario as unlikely, but even if it did come to fruition, I think the stock should trade under $1 and that the equity is nearly worthless at this point.</p> <p>Thus, despite the huge declines in the stock, I still feel that BYND is very overvalued and the stock remains a \"Sell.\"</p> <div></div> <p>Risks to the upside would be if the McPlant platform was able to just completely take off in Europe, and the company was able to rightsize its manufacturing footprint and actually get to above scenario I laid out with 40% margins. But getting to those numbers seems very unlikely in my view.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat Is Beyond Saving</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\">\nBeyond Meat Is Beyond Saving\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-23 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653880-beyond-meat-beyond-saving><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Beyond Meat saw an increase in international volumes but experienced declines in the US market.Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance....</p>\n\n<a href=\"https://seekingalpha.com/article/4653880-beyond-meat-beyond-saving\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg","relate_stocks":{"BK4566":"资本集团","MCD":"麦当劳","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4209":"餐馆","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4548":"巴美列捷福持仓","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BYND":"Beyond Meat, Inc.","BK4212":"包装食品与肉类","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://seekingalpha.com/article/4653880-beyond-meat-beyond-saving","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2385623058","content_text":"Beyond Meat saw an increase in international volumes but experienced declines in the US market.Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance.Despite potential growth in Europe, the stock is still overvalued and remains a \"Sell.\"  The path to profitability will be daunting.Justin Sullivan Back in March, I placed a \"Sell\" rating on Beyond Meat (NASDAQ:BYND), saying management greatly misread demand for its product. I reiterated my \"Sell\" rating in September, noting that its volumes declines were expanding into more of its channel. So far my \"Sell\" thesis has played out as expected, although Q3 did see a glimpse of hope for the company on the volume side. With the stock down over -60% from my original write-up, let's catch up on the name after its recent earnings report from earlier this month. Company Profile As a quick reminder, BYND makes plant-based food items created to have the taste and texture of meat. The Beyond Burger is its flagship product, but it also makes a variety of other plant-based meat alternatives including Beyond Chicken Tenders, Beyond Chicken Nuggets, Beyond Sausage, Beyond Steak, and other items. It sells its products in the U.S. and internationally through both the grocery retail channel and the foodservice channel, such as quick service restaurants. International Volumes Rise, Gross Margins Negative While recent BYND quarters have been marked by declining volumes, BYND actually saw a year over year increase this past quarter, with volumes up 3.5%, as international gains more than offset continued U.S. declines. However, the overall volume gains were more than offset by a -11.6% decline in price per pound. U.S. retail volumes sank -18.7% to 7.199 million pounds. U.S. Foodservice volumes, meanwhile, plunged -37.7% to 2.104 million pounds. International retail volumes jumped 42.8% to 3.375 million pounds. International Foodservices volumes soared 90.9% to 5.317 million pounds. The company credited the gain to strong sales to a large QSR customer in the European Union. Revenues declined -8.7% to $75.3 million. The price per pound decrease of -11.6% accelerated from the -8.6% decrease in price per pound it saw last quarter. Revenue topped analyst expectations of $73.0 million. Revenue in the U.S. retail channel fell -33.9% to $30.5 million, while U.S. Foodservice sales dropped -21.6% to $12.5 million. Internationally, Retail revenue climbed 38.8% to $14.2 million, while Foodservice sales zoomed 78.7% higher to $18.1 million. The company lost 7,000 distribution points quarter over quarter to 183,000. The International Foodservice channel lost 8,000 points of distribution, while it gained 1,000 distribution outlets in the U.S. foodservice segment. The U.S. and international retail points of distribution remained unchanged. The company said the loss of international distribution points was in China. Gross margins have been a huge problem, and once again turned negative after the company was able to post a slim 2.2% gross margins in Q2. Adjusted EBITDA for the quarter was -$57.5 million versus -$73.8 million a year ago. Operating cash flow was $9.1 million. The company ended the quarter with $1.14 billion in convertible notes and $217.5 million in cash and equivalents. The 0% convertible note is not due until 2027. Looking ahead, BYND forecast full-year revenue of between $330-340 million, down from a prior outlook of $360-380 million, and a year over year decline of -21% to -19%. It now projects gross margins to be breakeven versus a prior forecast for them to be positive mid to high single digits. Discussing the company's results on its Q3 earnings call, CEO Ethan Brown said: \"We are disappointed by our third quarter 2023 results and are taking immediate action to pull significant costs out of our operating base as we enter 2024. Simultaneously, we are heightening and narrowing our focus around specific geographies and channels where we are experiencing growth, including in the EU, where we're seeing favorable near-term trends, such as certain segments of U.S. foodservice. As we head into 2024, we believe we have a solid portfolio and marketing strategy to address category and brand headwinds in U.S. retail, one built around the fundamental benefits available to the consumer through our carefully designed plant-based meats. Though we believe that our achievement of cash flow positive operations for the third quarter is an encouraging directional signal, we are committed to a far more comprehensive and aggressive rebalancing of operating expense to current revenues as we plan for the future. We understand the current results, category challenges and the intended media coverage can distract from what we believe is a far brighter future. We see this future in colleges and universities here in the U.S. and abroad, including those where youth-driven movements are calling for fully plant-based campuses to fight climate change, drawing analogies to university pledges to divest from fossil fuels. We see this future in countries where per capita animal meat consumption is the lowest ever in recorded history, such as in the U.K. and Germany, and the corresponding progress we are experiencing in McDonald's McPlant platform in these and other EU economies. We see this future in cities, such as Amsterdam, where officials are taking tangible steps to increase availability of plant-based meats and dairy in support of their target to have 50% of citizens consuming a plant-based diet by 2030.\" Overall, the BYND quarter once again was not good, but unlike some recent quarters there were some bright spots. The company saw nice volume growth internationally in both the retail and foodservice channels. The latter appears to be driven by McDonald's (MCD) McPlant platform. The platform failed in the U.S and was discontinued due to low sales last year, but so far it appears to be performing better in Europe. This could just be because of newness and a slow rollout, as U.S. fast food chains initially saw a surge in demand for plant-based products that eventually dried up. However, MCD is continuing to introduce the platform to new EU countries, including Switzerland and Slovenia last month, while adding menu items in the Netherlands, such as Veggie nuggets and McPlant Steakhouse burger. BYND also was able to generate positive operating cash flow, although that was largely due to inventory drawdowns. Meanwhile, the company returned to negative gross margins and its pricing continues to rapidly fall despite an inflationary environment, which shows a lack on pricing power. It also lowered its full-year guidance for revenue and gross margins as well. While management has expectations for a better 2024, I think the company needs to prove that plant-based meat alternatives aren't just a fad whose sales have peaked. That has played out in the U.S. and if it plays out in Europe, the company is in pretty big trouble. Conclusion BYND has a lot of work to do to try and turn itself around. It must dramatically cut costs and right size its manufacturing capacity. The company was able to generate positive EBITDA in 2019 before the pandemic on nearly $300 million in revenue, but that was before introducing a slew of new products and the inefficiencies that come with them given their modest demand. Demand continues to contract in the U.S. in both the retail and foodservice channel, while at the same time it is lowering prices. Even if BYND pulled a great turnaround, powered by Europe, and doubled its sales over the next 5 years and brought its gross margins up from 0% to 40% (33.5% is the highest it has achieved), that would still be a gross profit of only around $270 million. Paying over 5x potential future gross profits 5 years out for a company where everything would have to go right over the next several years doesn't make sense in my view. I view that scenario as unlikely, but even if it did come to fruition, I think the stock should trade under $1 and that the equity is nearly worthless at this point. Thus, despite the huge declines in the stock, I still feel that BYND is very overvalued and the stock remains a \"Sell.\"  Risks to the upside would be if the McPlant platform was able to just completely take off in Europe, and the company was able to rightsize its manufacturing footprint and actually get to above scenario I laid out with 40% margins. But getting to those numbers seems very unlikely in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240171572326608,"gmtCreate":1699654602361,"gmtModify":1699654605507,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/240171572326608","repostId":"239476813279240","repostType":1,"repost":{"id":239476813279240,"gmtCreate":1699502703430,"gmtModify":1699503361103,"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Beyond Meat (BYND) Q3 2023 Earnings Call Transcript Summary","htmlText":"In the recent earnings call for Beyond Meat, Inc. (BYND), both bullish and bearish points were discussed. Here is a summary of the specific viewpoints from the call: Bullish Points: 1. Reduced cost of goods sold by 18% year over year 2. Achieved free cash flow positive operations for the quarter 3. Continuing progress on COGS reductions 4. Intensifying focus on channels and geographies exhibiting revenue growth 5. Year-over-year double-digit growth in select markets in Europe 6. Partnerships and affiliations with American Heart Association and American Cancer Society 7. Announcement of additional certifications and partnerships in 2024 8. Teaming up with authentic voices to counter false narratives and educate consumers 9. Growth in specific geographies and channels, including the EU 10.","listText":"In the recent earnings call for Beyond Meat, Inc. (BYND), both bullish and bearish points were discussed. Here is a summary of the specific viewpoints from the call: Bullish Points: 1. Reduced cost of goods sold by 18% year over year 2. Achieved free cash flow positive operations for the quarter 3. Continuing progress on COGS reductions 4. Intensifying focus on channels and geographies exhibiting revenue growth 5. Year-over-year double-digit growth in select markets in Europe 6. Partnerships and affiliations with American Heart Association and American Cancer Society 7. Announcement of additional certifications and partnerships in 2024 8. Teaming up with authentic voices to counter false narratives and educate consumers 9. Growth in specific geographies and channels, including the EU 10.","text":"In the recent earnings call for Beyond Meat, Inc. (BYND), both bullish and bearish points were discussed. Here is a summary of the specific viewpoints from the call: Bullish Points: 1. Reduced cost of goods sold by 18% year over year 2. Achieved free cash flow positive operations for the quarter 3. Continuing progress on COGS reductions 4. Intensifying focus on channels and geographies exhibiting revenue growth 5. Year-over-year double-digit growth in select markets in Europe 6. Partnerships and affiliations with American Heart Association and American Cancer Society 7. Announcement of additional certifications and partnerships in 2024 8. Teaming up with authentic voices to counter false narratives and educate consumers 9. Growth in specific geographies and channels, including the EU 10.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239476813279240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237688949633064,"gmtCreate":1699065067027,"gmtModify":1699065070687,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/237688949633064","repostId":"2380679921","repostType":2,"repost":{"id":"2380679921","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1699055909,"share":"https://www.laohu8.com/m/news/2380679921?lang=&edition=full","pubTime":"2023-11-04 07:58","market":"us","language":"en","title":"Charlie Munger Muses on Investing","url":"https://stock-news.laohu8.com/highlight/detail?id=2380679921","media":"Dow Jones","summary":"Charlie Munger still isn't afraid to call it like he sees it.The Berkshire Hathaway vice chairman and longtime business partner of Warren Buffett spent two hours on a recent morning chatting with this Wall Street Journal reporter in his home in Los Angeles. Seated in his library, the 99-year-old Munger mused on everything from index funds and cryptocurrency to how investing has changed.Munger and Buffett, who are viewed as two of the best investors of all time, built Berkshire into a behemoth with a roughly $350 billion stock portfolio and $150 billion war chest. They will again be in the spotlight Saturday when Berkshire reports its third-quarter financial results.A: It's at least 50/50. Venture capital has made it so difficult for everybody. They keep bidding the prices up and up and up, and of course that makes the results go down, down and down.He doesn't design his own electric motors and his egg beater.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f04a3d7898d2292ac94233e0aab3373\" tg-width=\"1000\" tg-height=\"1250\"/></p><p>Charlie Munger still isn&#39;t afraid to call it like he sees it.</p><p>The Berkshire Hathaway vice chairman and longtime business partner of Warren Buffett spent two hours on a recent morning chatting with this Wall Street Journal reporter in his home in Los Angeles. Seated in his library, the 99-year-old Munger mused on everything from index funds and cryptocurrency to how investing has changed.</p><p>Munger and Buffett, who are viewed as two of the best investors of all time, built Berkshire into a behemoth with a roughly $350 billion stock portfolio and $150 billion war chest. They will again be in the spotlight Saturday when Berkshire reports its third-quarter financial results.</p><p><strong>Here is an edited selection of highlights from the interview:</strong></p><p><strong>Q: Do you think Berkshire Hathaway will make another big acquisition under you and Warren Buffett?</strong></p><p>A: It&#39;s at least 50/50. Venture capital has made it so difficult for everybody. They keep bidding the prices up and up and up, and of course that makes the results go down, down and down.</p><p><strong>Q: If you were starting out today as an investor, are there any things you would do differently than you did back in the 1960s?</strong></p><p>A: Conditions were quite different then, and there were a lot of what we used to call loaded laggards.... There were two or three times as much in assets per-share value as there was in stock-market value per share. Ben Graham taught us all to buy that kind of stuff. It was underpriced, and hold it as long as it was underpriced, then sell it when the price got more normal and buy another undervalued asset. And you could do that for about four decades in the aftermath of the 1930s Great Depression. That&#39;s gone, all of that low-hanging fruit.</p><p>I think that the modern investor, to get ahead, almost has to get in a few stocks that are way above average.... They try and have a few Apples or Googles or so on, just to keep up, because they know that a significant percentage of all the gains that come to all the common stockholders combined is going to come from a few of these super competitors.</p><p><strong>Q: If you were starting a business today, what would it be?</strong></p><p>A: I like stock picking because it kind of reminds me of hunting and fishing. Any day you can have a new thing that might be interesting.... But I think fewer and fewer people are really needed in stock picking. Mostly it&#39;s charlatanism to charge 3 percentage points per year or something like that to manage somebody else&#39;s money.</p><p>Most people probably shouldn&#39;t do anything other than have index funds.... That is a perfectly rational thing to do for somebody who just doesn&#39;t want to think much about it and has no reason to think he has any advantage as a stock picker. Why should he try and pick his own stocks? He doesn&#39;t design his own electric motors and his egg beater.</p><p><strong>Q: Do you ever worry that the success that you and Warren Buffett have enjoyed has contributed to the rise of the stock-picking profession?</strong></p><p>A: Of course I worry about that. And I have tried not to be.... I&#39;m not the guy that&#39;s using his money to buy a big yacht, who flies his own jet airplane so he can be in the Mediterranean in the season, and so on and so on.</p><p>I&#39;m not being a big excessive spender. And I prefer my less-expensive way of life.... Who in the hell with my wealth lives in the same house he built 70 years ago?</p><p><strong>Q: The price of bitcoin has been rocketing higher again. Is that something that concerns you?</strong></p><p>A: Of course it concerns me. I have a lot of very simple fundamental ideas that I think every educated person ought to have. Those ideas include what Adam Smith taught everybody.... You&#39;ve got a huge increase in what I would call civilization per capita. And it happened automatically just because people take better care of their own property than they take care of somebody else&#39;s property.... In order to get the Smithian results, you need a currency to facilitate exchanges. And to make the currency respected widely, the trick we&#39;ve used is the sovereign issues it.</p><p>The only way to get from hunter-gathering to civilization that we know of that&#39;s ever worked is to have a strong currency. It can be seashells, it can be corn kernels, it can be a lot of things. It can be gold coins, it can be promises in banking systems like we have in the United States and England and so on.</p><p>When you start creating an artificial currency...you&#39;re throwing your stink ball into a recipe that&#39;s been around for a long time, that&#39;s worked very well for a lot of people.</p><p><strong>Q: Government regulators have recently sued Amazon, claiming that it wields monopoly power, while Google is facing an antitrust case. In your opinion should the government break up any of the big U.S. tech companies?</strong></p><p>A: I would not break them up. I don&#39;t consider it all that significant. They&#39;ve got their little niches. Microsoft maybe has a nice niche, but it doesn&#39;t own the earth. I like these high-tech companies. I think capitalism should expect to get a few big winners by accident.</p><p><strong>Q: Is there anything you&#39;ve learned recently from the books you&#39;ve read?</strong></p><p>A: I think I learn a little something from...everything I&#39;ve read. I think that one of the reasons I was as economically successful as I was in life is because I read so damn much all my life, starting when I was about six years old. I don&#39;t know how to get smart without reading a lot.</p><p><strong>Q: You&#39;ve spoken about the importance of psychology in investing. Is there a cognitive bias that you think is particularly significant in the markets today?</strong></p><p>A: There are lots of cognitive biases that are very significant. One is the constant tendency to overrate your own intelligence and skills in deciding what to do and what not to do.</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>Charlie Munger Muses on Investing</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\">\nCharlie Munger Muses on Investing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-04 07:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f04a3d7898d2292ac94233e0aab3373\" tg-width=\"1000\" tg-height=\"1250\"/></p><p>Charlie Munger still isn&#39;t afraid to call it like he sees it.</p><p>The Berkshire Hathaway vice chairman and longtime business partner of Warren Buffett spent two hours on a recent morning chatting with this Wall Street Journal reporter in his home in Los Angeles. Seated in his library, the 99-year-old Munger mused on everything from index funds and cryptocurrency to how investing has changed.</p><p>Munger and Buffett, who are viewed as two of the best investors of all time, built Berkshire into a behemoth with a roughly $350 billion stock portfolio and $150 billion war chest. They will again be in the spotlight Saturday when Berkshire reports its third-quarter financial results.</p><p><strong>Here is an edited selection of highlights from the interview:</strong></p><p><strong>Q: Do you think Berkshire Hathaway will make another big acquisition under you and Warren Buffett?</strong></p><p>A: It&#39;s at least 50/50. Venture capital has made it so difficult for everybody. They keep bidding the prices up and up and up, and of course that makes the results go down, down and down.</p><p><strong>Q: If you were starting out today as an investor, are there any things you would do differently than you did back in the 1960s?</strong></p><p>A: Conditions were quite different then, and there were a lot of what we used to call loaded laggards.... There were two or three times as much in assets per-share value as there was in stock-market value per share. Ben Graham taught us all to buy that kind of stuff. It was underpriced, and hold it as long as it was underpriced, then sell it when the price got more normal and buy another undervalued asset. And you could do that for about four decades in the aftermath of the 1930s Great Depression. That&#39;s gone, all of that low-hanging fruit.</p><p>I think that the modern investor, to get ahead, almost has to get in a few stocks that are way above average.... They try and have a few Apples or Googles or so on, just to keep up, because they know that a significant percentage of all the gains that come to all the common stockholders combined is going to come from a few of these super competitors.</p><p><strong>Q: If you were starting a business today, what would it be?</strong></p><p>A: I like stock picking because it kind of reminds me of hunting and fishing. Any day you can have a new thing that might be interesting.... But I think fewer and fewer people are really needed in stock picking. Mostly it&#39;s charlatanism to charge 3 percentage points per year or something like that to manage somebody else&#39;s money.</p><p>Most people probably shouldn&#39;t do anything other than have index funds.... That is a perfectly rational thing to do for somebody who just doesn&#39;t want to think much about it and has no reason to think he has any advantage as a stock picker. Why should he try and pick his own stocks? He doesn&#39;t design his own electric motors and his egg beater.</p><p><strong>Q: Do you ever worry that the success that you and Warren Buffett have enjoyed has contributed to the rise of the stock-picking profession?</strong></p><p>A: Of course I worry about that. And I have tried not to be.... I&#39;m not the guy that&#39;s using his money to buy a big yacht, who flies his own jet airplane so he can be in the Mediterranean in the season, and so on and so on.</p><p>I&#39;m not being a big excessive spender. And I prefer my less-expensive way of life.... Who in the hell with my wealth lives in the same house he built 70 years ago?</p><p><strong>Q: The price of bitcoin has been rocketing higher again. Is that something that concerns you?</strong></p><p>A: Of course it concerns me. I have a lot of very simple fundamental ideas that I think every educated person ought to have. Those ideas include what Adam Smith taught everybody.... You&#39;ve got a huge increase in what I would call civilization per capita. And it happened automatically just because people take better care of their own property than they take care of somebody else&#39;s property.... In order to get the Smithian results, you need a currency to facilitate exchanges. And to make the currency respected widely, the trick we&#39;ve used is the sovereign issues it.</p><p>The only way to get from hunter-gathering to civilization that we know of that&#39;s ever worked is to have a strong currency. It can be seashells, it can be corn kernels, it can be a lot of things. It can be gold coins, it can be promises in banking systems like we have in the United States and England and so on.</p><p>When you start creating an artificial currency...you&#39;re throwing your stink ball into a recipe that&#39;s been around for a long time, that&#39;s worked very well for a lot of people.</p><p><strong>Q: Government regulators have recently sued Amazon, claiming that it wields monopoly power, while Google is facing an antitrust case. In your opinion should the government break up any of the big U.S. tech companies?</strong></p><p>A: I would not break them up. I don&#39;t consider it all that significant. They&#39;ve got their little niches. Microsoft maybe has a nice niche, but it doesn&#39;t own the earth. I like these high-tech companies. I think capitalism should expect to get a few big winners by accident.</p><p><strong>Q: Is there anything you&#39;ve learned recently from the books you&#39;ve read?</strong></p><p>A: I think I learn a little something from...everything I&#39;ve read. I think that one of the reasons I was as economically successful as I was in life is because I read so damn much all my life, starting when I was about six years old. I don&#39;t know how to get smart without reading a lot.</p><p><strong>Q: You&#39;ve spoken about the importance of psychology in investing. Is there a cognitive bias that you think is particularly significant in the markets today?</strong></p><p>A: There are lots of cognitive biases that are very significant. One is the constant tendency to overrate your own intelligence and skills in deciding what to do and what not to do.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4550":"红杉资本持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4581":"高盛持仓","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4176":"多领域控股","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380679921","content_text":"Charlie Munger still isn't afraid to call it like he sees it.The Berkshire Hathaway vice chairman and longtime business partner of Warren Buffett spent two hours on a recent morning chatting with this Wall Street Journal reporter in his home in Los Angeles. Seated in his library, the 99-year-old Munger mused on everything from index funds and cryptocurrency to how investing has changed.Munger and Buffett, who are viewed as two of the best investors of all time, built Berkshire into a behemoth with a roughly $350 billion stock portfolio and $150 billion war chest. They will again be in the spotlight Saturday when Berkshire reports its third-quarter financial results.Here is an edited selection of highlights from the interview:Q: Do you think Berkshire Hathaway will make another big acquisition under you and Warren Buffett?A: It's at least 50/50. Venture capital has made it so difficult for everybody. They keep bidding the prices up and up and up, and of course that makes the results go down, down and down.Q: If you were starting out today as an investor, are there any things you would do differently than you did back in the 1960s?A: Conditions were quite different then, and there were a lot of what we used to call loaded laggards.... There were two or three times as much in assets per-share value as there was in stock-market value per share. Ben Graham taught us all to buy that kind of stuff. It was underpriced, and hold it as long as it was underpriced, then sell it when the price got more normal and buy another undervalued asset. And you could do that for about four decades in the aftermath of the 1930s Great Depression. That's gone, all of that low-hanging fruit.I think that the modern investor, to get ahead, almost has to get in a few stocks that are way above average.... They try and have a few Apples or Googles or so on, just to keep up, because they know that a significant percentage of all the gains that come to all the common stockholders combined is going to come from a few of these super competitors.Q: If you were starting a business today, what would it be?A: I like stock picking because it kind of reminds me of hunting and fishing. Any day you can have a new thing that might be interesting.... But I think fewer and fewer people are really needed in stock picking. Mostly it's charlatanism to charge 3 percentage points per year or something like that to manage somebody else's money.Most people probably shouldn't do anything other than have index funds.... That is a perfectly rational thing to do for somebody who just doesn't want to think much about it and has no reason to think he has any advantage as a stock picker. Why should he try and pick his own stocks? He doesn't design his own electric motors and his egg beater.Q: Do you ever worry that the success that you and Warren Buffett have enjoyed has contributed to the rise of the stock-picking profession?A: Of course I worry about that. And I have tried not to be.... I'm not the guy that's using his money to buy a big yacht, who flies his own jet airplane so he can be in the Mediterranean in the season, and so on and so on.I'm not being a big excessive spender. And I prefer my less-expensive way of life.... Who in the hell with my wealth lives in the same house he built 70 years ago?Q: The price of bitcoin has been rocketing higher again. Is that something that concerns you?A: Of course it concerns me. I have a lot of very simple fundamental ideas that I think every educated person ought to have. Those ideas include what Adam Smith taught everybody.... You've got a huge increase in what I would call civilization per capita. And it happened automatically just because people take better care of their own property than they take care of somebody else's property.... In order to get the Smithian results, you need a currency to facilitate exchanges. And to make the currency respected widely, the trick we've used is the sovereign issues it.The only way to get from hunter-gathering to civilization that we know of that's ever worked is to have a strong currency. It can be seashells, it can be corn kernels, it can be a lot of things. It can be gold coins, it can be promises in banking systems like we have in the United States and England and so on.When you start creating an artificial currency...you're throwing your stink ball into a recipe that's been around for a long time, that's worked very well for a lot of people.Q: Government regulators have recently sued Amazon, claiming that it wields monopoly power, while Google is facing an antitrust case. In your opinion should the government break up any of the big U.S. tech companies?A: I would not break them up. I don't consider it all that significant. They've got their little niches. Microsoft maybe has a nice niche, but it doesn't own the earth. I like these high-tech companies. I think capitalism should expect to get a few big winners by accident.Q: Is there anything you've learned recently from the books you've read?A: I think I learn a little something from...everything I've read. I think that one of the reasons I was as economically successful as I was in life is because I read so damn much all my life, starting when I was about six years old. I don't know how to get smart without reading a lot.Q: You've spoken about the importance of psychology in investing. Is there a cognitive bias that you think is particularly significant in the markets today?A: There are lots of cognitive biases that are very significant. One is the constant tendency to overrate your own intelligence and skills in deciding what to do and what not to do.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230967427326240,"gmtCreate":1697430428329,"gmtModify":1697430432986,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/230967427326240","repostId":"207945288392720","repostType":1,"repost":{"id":207945288392720,"gmtCreate":1691795961733,"gmtModify":1691801423502,"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Beyond Meat, Inc.(BYND) 2023Q2 Earnings Summary","htmlText":"Bullish Points: 1. Net revenue growth drivers include increased penetration across retail and foodservice channels, strong partnerships with global QSR restaurants, distribution expansion, increased international sales, operational effectiveness, product innovation, and enhanced marketing efforts. 2. Gross profit and gross margin improvements are expected through various strategies, including lean value streams, reduced manufacturing costs, network consolidation, and supply chain logistics improvements. 3. The company is testing alternative plant-based proteins for product innovation and seeking more easily sourced ingredients. 4. Beyond Meat branded products were available at approximately 190,000 retail and foodservice outlets in more than 75 countries as of June 2023. 5. The company is","listText":"Bullish Points: 1. Net revenue growth drivers include increased penetration across retail and foodservice channels, strong partnerships with global QSR restaurants, distribution expansion, increased international sales, operational effectiveness, product innovation, and enhanced marketing efforts. 2. Gross profit and gross margin improvements are expected through various strategies, including lean value streams, reduced manufacturing costs, network consolidation, and supply chain logistics improvements. 3. The company is testing alternative plant-based proteins for product innovation and seeking more easily sourced ingredients. 4. Beyond Meat branded products were available at approximately 190,000 retail and foodservice outlets in more than 75 countries as of June 2023. 5. The company is","text":"Bullish Points: 1. Net revenue growth drivers include increased penetration across retail and foodservice channels, strong partnerships with global QSR restaurants, distribution expansion, increased international sales, operational effectiveness, product innovation, and enhanced marketing efforts. 2. Gross profit and gross margin improvements are expected through various strategies, including lean value streams, reduced manufacturing costs, network consolidation, and supply chain logistics improvements. 3. The company is testing alternative plant-based proteins for product innovation and seeking more easily sourced ingredients. 4. Beyond Meat branded products were available at approximately 190,000 retail and foodservice outlets in more than 75 countries as of June 2023. 5. The company is","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207945288392720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229519558820088,"gmtCreate":1697076838859,"gmtModify":1697076842519,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/229519558820088","repostId":"2357243262","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215567424844024,"gmtCreate":1693659482788,"gmtModify":1693659487861,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/215567424844024","repostId":"2364201482","repostType":2,"repost":{"id":"2364201482","pubTimestamp":1693625734,"share":"https://www.laohu8.com/m/news/2364201482?lang=&edition=full","pubTime":"2023-09-02 11:35","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2364201482","media":"Motley Fool","summary":"The widely followed growth investor went stock shopping on the final trading day in August.","content":"<html><head></head><body><p>There is some good news and bad news for fans of Cathie Wood. The good news for the co-founder CEO of the Ark Invest family of exchange-traded funds (ETFs) is that her largest fund -- with more than $9 billion in assets -- is rolling in 2023. It&#39;s up 40% so far this year, more than doubling the market&#39;s healthy return. After sliding badly in 2021 and 2022, Wood is back on top. </p><p>The bad news is that she&#39;s not all the way back on top. The ETF is still 73% below its all-time high set in early 2021. It&#39;s also retreated 15% from its recent summertime high. </p><p>She&#39;s making moves to get back on top. What&#39;s she buying? Wood added to her existing stakes in <strong>Palantir Technologies</strong>, <strong>Intellia Therapeutics</strong>, and <strong>Accolade</strong> on Thursday. Let&#39;s take a closer look. </p><h2 id=\"id_2985336113\">1. Palantir Technologies</h2><p>Shares of Palantir took an 8% hit on Thursday, and we know that Wood doesn&#39;t shy away from some of her favorite stocks when they take a hit. It&#39;s often a buying opportunity. </p><p>The software builder for the intelligence community was on the receiving end of a problematic analyst downgrade on Thursday. <strong>Morgan Stanley</strong> lowered its rating from equal weight to underweight, concerned that the stock&#39;s surge this year is being fueled by artificial intelligence (AI) hype that may be overly optimistic.</p><p>Palantir stock has more than doubled in 2023, up 133% even after Thursday&#39;s retreat. Morgan Stanley is bumping its price target up from $8 to $9, but the shares would have to plunge 40% to get to the fresh price goal. Palantir is now profitable, but revenue growth is decelerating for the third consecutive year.</p><p>Palantir has succeeded in growing its customer base beyond its initial core of federal agencies as well as state and local governments. Its platform is proving appealing to private businesses, particularly in the financial and healthcare markets. There are worse things than growing revenue at a 13% clip in this operating climate, but it&#39;s going to have to step on the accelerator if it wants to keep building on this year&#39;s strong gains.</p><h2 id=\"id_4143727786\">2. Intellia Therapeutics</h2><p>Wood has a penchant for disruptive growth stocks, and it doesn&#39;t have to be mainstream tech plays. Intellia Therapeutics is a gene-editing stock, and it&#39;s so small that Wood already owns nearly 10% of its outstanding shares. It&#39;s a big bet on a stock with a modest $3.3 billion market cap. With a strong net-cash position on its balance sheet, Intellia&#39;s enterprise value drops down to $2.4 billion. If Wood decides to move on from Intellia it won&#39;t be easy to clear out of its significant stake without moving the stock.</p><p>Patience is the play here. Intellia is still in early clinical-phase trials for a couple of promising gene-editing therapies. It will take time for one or both plays to pay off, and that&#39;s where the strong cash position helps. Analysts don&#39;t see Intellia turning a profit until 2027, and by then they&#39;re modeling revenue to climb 15-fold from where it is now. </p><h2 id=\"id_4283381615\">3. Accolade</h2><p>Finally we have Wood buying more Accolade. The healthcare benefits specialist is moving up. It posted a loss on a mere 9% increase in revenue in its latest quarter, but that was better than expected on both ends of its income statement. It also boosted its guidance, giving it a classic &#34;beat and raise&#34; performance this summer.</p><p>At least six analysts would go on to jack up their price targets on Accolade following the report at the end of June. Wall Street is encouraged by strong demand for Accolade&#39;s offerings and its encouraging pipeline as it navigates its way to eventual profitability. The market sees revenue growth accelerating for the balance of this fiscal year as well as next year. The stock has soared 73% in 2023, but Wood naturally thinks Accolade is just starting to earn its accolades.</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-02 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/01/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There is some good news and bad news for fans of Cathie Wood. The good news for the co-founder CEO of the Ark Invest family of exchange-traded funds (ETFs) is that her largest fund -- with more than $...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/01/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTLA":"Intellia Therapeutics Inc","PLTR":"Palantir Technologies Inc.","ACCD":"Accolade, Inc."},"source_url":"https://www.fool.com/investing/2023/09/01/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364201482","content_text":"There is some good news and bad news for fans of Cathie Wood. The good news for the co-founder CEO of the Ark Invest family of exchange-traded funds (ETFs) is that her largest fund -- with more than $9 billion in assets -- is rolling in 2023. It's up 40% so far this year, more than doubling the market's healthy return. After sliding badly in 2021 and 2022, Wood is back on top. The bad news is that she's not all the way back on top. The ETF is still 73% below its all-time high set in early 2021. It's also retreated 15% from its recent summertime high. She's making moves to get back on top. What's she buying? Wood added to her existing stakes in Palantir Technologies, Intellia Therapeutics, and Accolade on Thursday. Let's take a closer look. 1. Palantir TechnologiesShares of Palantir took an 8% hit on Thursday, and we know that Wood doesn't shy away from some of her favorite stocks when they take a hit. It's often a buying opportunity. The software builder for the intelligence community was on the receiving end of a problematic analyst downgrade on Thursday. Morgan Stanley lowered its rating from equal weight to underweight, concerned that the stock's surge this year is being fueled by artificial intelligence (AI) hype that may be overly optimistic.Palantir stock has more than doubled in 2023, up 133% even after Thursday's retreat. Morgan Stanley is bumping its price target up from $8 to $9, but the shares would have to plunge 40% to get to the fresh price goal. Palantir is now profitable, but revenue growth is decelerating for the third consecutive year.Palantir has succeeded in growing its customer base beyond its initial core of federal agencies as well as state and local governments. Its platform is proving appealing to private businesses, particularly in the financial and healthcare markets. There are worse things than growing revenue at a 13% clip in this operating climate, but it's going to have to step on the accelerator if it wants to keep building on this year's strong gains.2. Intellia TherapeuticsWood has a penchant for disruptive growth stocks, and it doesn't have to be mainstream tech plays. Intellia Therapeutics is a gene-editing stock, and it's so small that Wood already owns nearly 10% of its outstanding shares. It's a big bet on a stock with a modest $3.3 billion market cap. With a strong net-cash position on its balance sheet, Intellia's enterprise value drops down to $2.4 billion. If Wood decides to move on from Intellia it won't be easy to clear out of its significant stake without moving the stock.Patience is the play here. Intellia is still in early clinical-phase trials for a couple of promising gene-editing therapies. It will take time for one or both plays to pay off, and that's where the strong cash position helps. Analysts don't see Intellia turning a profit until 2027, and by then they're modeling revenue to climb 15-fold from where it is now. 3. AccoladeFinally we have Wood buying more Accolade. The healthcare benefits specialist is moving up. It posted a loss on a mere 9% increase in revenue in its latest quarter, but that was better than expected on both ends of its income statement. It also boosted its guidance, giving it a classic \"beat and raise\" performance this summer.At least six analysts would go on to jack up their price targets on Accolade following the report at the end of June. Wall Street is encouraged by strong demand for Accolade's offerings and its encouraging pipeline as it navigates its way to eventual profitability. The market sees revenue growth accelerating for the balance of this fiscal year as well as next year. The stock has soared 73% in 2023, but Wood naturally thinks Accolade is just starting to earn its accolades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214444736819424,"gmtCreate":1693394329163,"gmtModify":1693394333226,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/214444736819424","repostId":"2363467045","repostType":2,"repost":{"id":"2363467045","pubTimestamp":1693375800,"share":"https://www.laohu8.com/m/news/2363467045?lang=&edition=full","pubTime":"2023-08-30 14:10","market":"us","language":"en","title":"Netflix: Rally Far From Being Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2363467045","media":"Seeking Alpha","summary":"Netflix's stock has gained almost 29% since my first call, outperforming the broad market.The company's recent earnings report showed steady revenue growth and improved profitability metrics.Despite c","content":"<html><head></head><body><ul><li><p>Netflix&#39;s stock has gained almost 29% since my first call, outperforming the broad market.</p></li><li><p>The company&#39;s recent earnings report showed steady revenue growth and improved profitability metrics.</p></li><li><p>Despite competition and potential risks, Netflix is undervalued and has a strong pipeline of new products, making it a &#34;Strong Buy&#34;.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bc94ae588e61837f1071ff23c93c360\" alt=\"JasonDoiy/iStock Unreleased via Getty Images\" title=\"JasonDoiy/iStock Unreleased via Getty Images\" tg-width=\"509\" tg-height=\"339\"/><span>JasonDoiy/iStock Unreleased via Getty Images</span></p><h2 id=\"id_3203998741\">Investment thesis</h2><p>My first article about Netflix (NASDAQ:NFLX) stock aged really well, with the stock price gaining almost 29% since then. To compare, the broad market rallied less than 7% during the same period.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4088e0dbcabe67ad9760ba25eb7144c8\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"307\" tg-height=\"193\"/><span>Seeking Alpha</span></p><p>Despite a challenging environment, the company continues to improve profitability with steady revenue growth. Recent developments suggest that the company is poised to continue improving its financial performance, and the stock is still massively undervalued, even after the solid rally from last year&#39;s bottom. All in all, I upgraded Netflix&#39;s rating to &#34;Strong Buy&#34;.</p><h2 id=\"id_3373340200\">Recent developments</h2><p>Netflix announced its latest quarterly earnings on July 19, missing consensus revenue estimates by about $100 million, which I consider insignificant. On the other hand, the adjusted EPS was well above consensus estimates. Revenue grew 2.7% YoY, and the adjusted EPS expanded from $3.20 to $3.29.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b333070f2581a23e33e54aa6c8206521\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"231\"/><span>Seeking Alpha</span></p><p>Profitability metrics have improved YoY, a solid sign amid the harsh environment. The operating margin expanded YoY from 19.80% to 22.32%. Stronger operating leverage enabled the company to generate $4,581 million of the levered free cash flow [FCF], almost a 12% growth. The company&#39;s FCF margin is still stellar at almost 56% in Q2. Such a wide FCF margin means the business can reinvest heavily to innovate and continue producing its buzz-worthy content.</p><p>The upcoming quarter&#39;s earnings are planned to be released on October 18. Quarterly revenue is expected to grow YoY by a solid 7.6%, and the adjusted EPS to expand from $3.10 to $3.49.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c94f9f6e232786dd1092c787a9701a95\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"229\"/><span>Seeking Alpha</span></p><p>Overall, I am optimistic about the company&#39;s future prospects. Despite the video streaming industry&#39;s growth pace cooling down while moving toward full penetration in the developed world, I see several growth drivers for Netflix. Netflix tops the brand loyalty ranking among the most popular U.S. streaming services. The company has a massive track record of success across various genres. According to variety.com, in 2022, Netflix dominated the original video streaming with the massive presence of its shows in the top 15 most viewed shows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82959fe821346612b0448c03f565f47\" alt=\"Variety.com\" title=\"Variety.com\" tg-width=\"640\" tg-height=\"328\"/><span>Variety.com</span></p><p>Several of these popular shows are expected to continue with new seasons in 2023 or 2024, meaning that Netflix has a strong pipeline of new products that are highly likely to maintain its high brand loyalty. That said, I believe the number of subscriptions is safe and poised to continue expanding. On the other hand, many bears might say that amid the current harsh environment, people are keen to cut their entertainment spending, which is likely to pressure revenue growth. The overall unfavorable sentiment is actually true, with recent surveys revealing that about 30% of internet households in the U.S. are cutting back on streaming spending. However, it is doubtful that households will cancel all their streaming subscriptions, and Netflix is well-positioned to be the most frequent survivor. The company now offers its lower-tier $7 per month subscription-based service, which means decent savings for households compared to the no-ads tier, and people will still have access to their favorite shows. It is also crucial to emphasize that Americans consider Netflix essential, with 43% of respondents answering that Netflix is the one streaming service consumers can&#39;t go without.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9675b9af903a3fd53ee321f181e47249\" alt=\"Cybernews.com\" title=\"Cybernews.com\" tg-width=\"640\" tg-height=\"332\"/><span>Cybernews.com</span></p><p>While I consider Netflix&#39;s revenue growth safe even amid the current challenging macro environment, it is also important to underline that the management is also focused on costs. During the latest earnings call, the commitment to be more efficient in spending was reiterated by the management. To conclude, I believe that prudent cost discipline together with bright revenue growth prospects will enable Netflix to remain on its wide FCF margin trajectory. This in turn will be reinvested back into production and build long-term value for shareholders.</p><h2 id=\"id_2882109367\">Valuation update</h2><p>The stock significantly outperformed the broad market this year with a 41% year-to-date rally. Seeking Alpha Quant assigns the stock a deficient &#34;D-&#34; valuation grade due to high multiples compared to the sector median. But Netflix is a highly profitable company with a solid brand and a vast fan base. That said, I prefer to compare current multiples with historical averages, and based on this comparison NFLX looks attractively valued.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91b725bdd23ff0de12ba2d35d608a1c9\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"464\"/><span>Seeking Alpha</span></p><p>Now, let me proceed with the discounted cash flow [DCF] approach. I use a 10% WACC as a discount rate. Netflix is an FCF star generating above 50% margin, but assuming this high level to be sustainable over the next decade looks too optimistic. Therefore, I assume a long-term stable 25% FCF margin for my DCF valuation. Revenue consensus estimates forecast a 9.7% CAGR for the next ten years, and I consider it fair to use in my valuation simulation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/533c6cbd243e20b80956bed930edd7c1\" alt=\"Author&#39;s calculations\" title=\"Author&#39;s calculations\" tg-width=\"640\" tg-height=\"217\"/><span>Author&#39;s calculations</span></p><p>Based on the above assumptions, the stock still looks extremely undervalued, with a 46% upside potential. It is also essential to remember that my FCF assumptions are very conservative, meaning the valuation is very attractive.</p><h2 id=\"id_2258168775\">Risks update</h2><p>Netflix operates in a highly competitive environment, facing competition not only from peers like Disney+ or Amazon Prime but from social networks as well. The competition from short-form internet videos should not be underestimated as well. In recent years, we have seen how viral services like TikTok or Instagram Reels demonstrated substantial growth in the total number of views. That said, Netflix faces intense competition, and to maintain its success, the company has to continue producing its trendsetting content consistently. Failing to do so may lead to an increase in churn rate, which will ultimately undermine the financial performance.</p><p>The company&#39;s significant strategic moves, like introducing new advertising-supported subscription tiers or password-sharing crackdowns, are at the early stages of development, and there is a very high level of uncertainty about how these initiatives will unfold in the foreseeable future. The new, lower-end subscription tier might cannibalize revenues from more expensive tiers. Password-sharing crackdowns might significantly undermine brand loyalty over the long term as well.</p><h2 id=\"id_1993630902\">Bottom line</h2><p>To conclude, NFLX is a &#34;Strong Buy&#34;. I think that the massive upside potential significantly outweighs all the potential risks and uncertainties. The company&#39;s massive FCF suggests that the company has vast resources to attract the best people in the industry to continue generating trending content. The ability to grasp viewers&#39; attention is crucial in the highly competitive environment, and Netflix has been very successful in it in recent years. A strong track record of success gives me high conviction about the company&#39;s ability to sustain its buzzworthy content pipeline.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix: Rally Far From Being Over</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\">\nNetflix: Rally Far From Being Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-30 14:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4631686-netflix-rally-far-from-being-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix's stock has gained almost 29% since my first call, outperforming the broad market.The company's recent earnings report showed steady revenue growth and improved profitability metrics.Despite ...</p>\n\n<a href=\"https://seekingalpha.com/article/4631686-netflix-rally-far-from-being-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","NFLX":"奈飞","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4108":"电影和娱乐","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4507":"流媒体概念","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4524":"宅经济概念"},"source_url":"https://seekingalpha.com/article/4631686-netflix-rally-far-from-being-over","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2363467045","content_text":"Netflix's stock has gained almost 29% since my first call, outperforming the broad market.The company's recent earnings report showed steady revenue growth and improved profitability metrics.Despite competition and potential risks, Netflix is undervalued and has a strong pipeline of new products, making it a \"Strong Buy\".JasonDoiy/iStock Unreleased via Getty ImagesInvestment thesisMy first article about Netflix (NASDAQ:NFLX) stock aged really well, with the stock price gaining almost 29% since then. To compare, the broad market rallied less than 7% during the same period.Seeking AlphaDespite a challenging environment, the company continues to improve profitability with steady revenue growth. Recent developments suggest that the company is poised to continue improving its financial performance, and the stock is still massively undervalued, even after the solid rally from last year's bottom. All in all, I upgraded Netflix's rating to \"Strong Buy\".Recent developmentsNetflix announced its latest quarterly earnings on July 19, missing consensus revenue estimates by about $100 million, which I consider insignificant. On the other hand, the adjusted EPS was well above consensus estimates. Revenue grew 2.7% YoY, and the adjusted EPS expanded from $3.20 to $3.29.Seeking AlphaProfitability metrics have improved YoY, a solid sign amid the harsh environment. The operating margin expanded YoY from 19.80% to 22.32%. Stronger operating leverage enabled the company to generate $4,581 million of the levered free cash flow [FCF], almost a 12% growth. The company's FCF margin is still stellar at almost 56% in Q2. Such a wide FCF margin means the business can reinvest heavily to innovate and continue producing its buzz-worthy content.The upcoming quarter's earnings are planned to be released on October 18. Quarterly revenue is expected to grow YoY by a solid 7.6%, and the adjusted EPS to expand from $3.10 to $3.49.Seeking AlphaOverall, I am optimistic about the company's future prospects. Despite the video streaming industry's growth pace cooling down while moving toward full penetration in the developed world, I see several growth drivers for Netflix. Netflix tops the brand loyalty ranking among the most popular U.S. streaming services. The company has a massive track record of success across various genres. According to variety.com, in 2022, Netflix dominated the original video streaming with the massive presence of its shows in the top 15 most viewed shows.Variety.comSeveral of these popular shows are expected to continue with new seasons in 2023 or 2024, meaning that Netflix has a strong pipeline of new products that are highly likely to maintain its high brand loyalty. That said, I believe the number of subscriptions is safe and poised to continue expanding. On the other hand, many bears might say that amid the current harsh environment, people are keen to cut their entertainment spending, which is likely to pressure revenue growth. The overall unfavorable sentiment is actually true, with recent surveys revealing that about 30% of internet households in the U.S. are cutting back on streaming spending. However, it is doubtful that households will cancel all their streaming subscriptions, and Netflix is well-positioned to be the most frequent survivor. The company now offers its lower-tier $7 per month subscription-based service, which means decent savings for households compared to the no-ads tier, and people will still have access to their favorite shows. It is also crucial to emphasize that Americans consider Netflix essential, with 43% of respondents answering that Netflix is the one streaming service consumers can't go without.Cybernews.comWhile I consider Netflix's revenue growth safe even amid the current challenging macro environment, it is also important to underline that the management is also focused on costs. During the latest earnings call, the commitment to be more efficient in spending was reiterated by the management. To conclude, I believe that prudent cost discipline together with bright revenue growth prospects will enable Netflix to remain on its wide FCF margin trajectory. This in turn will be reinvested back into production and build long-term value for shareholders.Valuation updateThe stock significantly outperformed the broad market this year with a 41% year-to-date rally. Seeking Alpha Quant assigns the stock a deficient \"D-\" valuation grade due to high multiples compared to the sector median. But Netflix is a highly profitable company with a solid brand and a vast fan base. That said, I prefer to compare current multiples with historical averages, and based on this comparison NFLX looks attractively valued.Seeking AlphaNow, let me proceed with the discounted cash flow [DCF] approach. I use a 10% WACC as a discount rate. Netflix is an FCF star generating above 50% margin, but assuming this high level to be sustainable over the next decade looks too optimistic. Therefore, I assume a long-term stable 25% FCF margin for my DCF valuation. Revenue consensus estimates forecast a 9.7% CAGR for the next ten years, and I consider it fair to use in my valuation simulation.Author's calculationsBased on the above assumptions, the stock still looks extremely undervalued, with a 46% upside potential. It is also essential to remember that my FCF assumptions are very conservative, meaning the valuation is very attractive.Risks updateNetflix operates in a highly competitive environment, facing competition not only from peers like Disney+ or Amazon Prime but from social networks as well. The competition from short-form internet videos should not be underestimated as well. In recent years, we have seen how viral services like TikTok or Instagram Reels demonstrated substantial growth in the total number of views. That said, Netflix faces intense competition, and to maintain its success, the company has to continue producing its trendsetting content consistently. Failing to do so may lead to an increase in churn rate, which will ultimately undermine the financial performance.The company's significant strategic moves, like introducing new advertising-supported subscription tiers or password-sharing crackdowns, are at the early stages of development, and there is a very high level of uncertainty about how these initiatives will unfold in the foreseeable future. The new, lower-end subscription tier might cannibalize revenues from more expensive tiers. Password-sharing crackdowns might significantly undermine brand loyalty over the long term as well.Bottom lineTo conclude, NFLX is a \"Strong Buy\". I think that the massive upside potential significantly outweighs all the potential risks and uncertainties. The company's massive FCF suggests that the company has vast resources to attract the best people in the industry to continue generating trending content. The ability to grasp viewers' attention is crucial in the highly competitive environment, and Netflix has been very successful in it in recent years. A strong track record of success gives me high conviction about the company's ability to sustain its buzzworthy content pipeline.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208760275496984,"gmtCreate":1691990828834,"gmtModify":1691990832932,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/208760275496984","repostId":"2359003917","repostType":2,"repost":{"id":"2359003917","pubTimestamp":1691989769,"share":"https://www.laohu8.com/m/news/2359003917?lang=&edition=full","pubTime":"2023-08-14 13:09","market":"us","language":"en","title":"Tesla Cuts China Prices Again, Triggering Slump in Auto Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2359003917","media":"Bloomberg","summary":"Tesla has cut the price of both the Model Y Long Range as well as the Model Y Performance by RMB 14,000 in China.\n...","content":"<html><head></head><body><ul><li><p>Long-Range, Performance model prices reduced by around $1,900</p></li><li><p>BYD, Li Auto, Xpeng sink on concern price war to respark</p></li></ul><p>Tesla Inc. rolled out a new round of price cuts in China, sending auto stocks tumbling on concerns the move will respark a bruising price war that had showed signs of abating.</p><p style=\"text-align: start;\">The automaker reduced the price of the top-end Long-Range and Performance versions of the Model Y sport utility vehicle by 14,000 yuan ($1,900) to 299,900 yuan and 349,900 yuan respectively, according to a post on its Weibo account on Monday. An 8,000 yuan insurance subsidy on newly purchased Model 3 rear-wheel drive vehicles was also extended until the end of next month.</p><p>The cuts follow the likes of Geely Automobile Holdings Ltd.’s Zeekr brand, which lowered pricesas much as 37,000 yuan last week. Zhejiang Leapmotor Technologies Ltd. cut by as much as 20,000 yuan at the start of the month. Tesla triggered the price war with an initial round of cuts last year before further discounts in January that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.</p><p>China’s best-selling auto brand BYD Co. sank 7.86% in Hong Kong trading. Li Auto Inc. was down 3.93% lower, Xpeng Inc. fell 6.73% and Nio was off 4.55%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ba0bcc7dd42b0ed625907b5e3e6f978\" tg-width=\"431\" tg-height=\"309\"/></p><p>“Price competition has been and will remain an ongoing theme in China’s auto market,” said Joanna Chen, an auto analyst at Bloomberg Intelligence. “Tesla is trying to keep volume rolling after July sales showed its slowing order intake without new models to attract Chinese buyers.”</p><p style=\"text-align: start;\">Tesla’s China deliveries slumped 31% in July to the lowest level this year — just as the carmaker plans to soon unveil its revamped Model 3 “Highland” sedan from its Shanghai factory.</p><p style=\"text-align: start;\">Clean car sales in China declined in July from June, though purchases shifted towards major players with BYD, Li Auto and Nio Inc. all reporting new sales records.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Cuts China Prices Again, Triggering Slump in Auto Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-14 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/08/14/tesla-cuts-model-y-prices-in-china/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Long-Range, Performance model prices reduced by around $1,900BYD, Li Auto, Xpeng sink on concern price war to resparkTesla Inc. rolled out a new round of price cuts in China, sending auto stocks ...</p>\n\n<a href=\"https://cnevpost.com/2023/08/14/tesla-cuts-model-y-prices-in-china/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","09868":"小鹏汽车-W","02015":"理想汽车-W","09866":"蔚来-SW","TSLA":"特斯拉","01211":"比亚迪股份"},"source_url":"https://cnevpost.com/2023/08/14/tesla-cuts-model-y-prices-in-china/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359003917","content_text":"Long-Range, Performance model prices reduced by around $1,900BYD, Li Auto, Xpeng sink on concern price war to resparkTesla Inc. rolled out a new round of price cuts in China, sending auto stocks tumbling on concerns the move will respark a bruising price war that had showed signs of abating.The automaker reduced the price of the top-end Long-Range and Performance versions of the Model Y sport utility vehicle by 14,000 yuan ($1,900) to 299,900 yuan and 349,900 yuan respectively, according to a post on its Weibo account on Monday. An 8,000 yuan insurance subsidy on newly purchased Model 3 rear-wheel drive vehicles was also extended until the end of next month.The cuts follow the likes of Geely Automobile Holdings Ltd.’s Zeekr brand, which lowered pricesas much as 37,000 yuan last week. Zhejiang Leapmotor Technologies Ltd. cut by as much as 20,000 yuan at the start of the month. Tesla triggered the price war with an initial round of cuts last year before further discounts in January that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.China’s best-selling auto brand BYD Co. sank 7.86% in Hong Kong trading. Li Auto Inc. was down 3.93% lower, Xpeng Inc. fell 6.73% and Nio was off 4.55%.“Price competition has been and will remain an ongoing theme in China’s auto market,” said Joanna Chen, an auto analyst at Bloomberg Intelligence. “Tesla is trying to keep volume rolling after July sales showed its slowing order intake without new models to attract Chinese buyers.”Tesla’s China deliveries slumped 31% in July to the lowest level this year — just as the carmaker plans to soon unveil its revamped Model 3 “Highland” sedan from its Shanghai factory.Clean car sales in China declined in July from June, though purchases shifted towards major players with BYD, Li Auto and Nio Inc. all reporting new sales records.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207583351853280,"gmtCreate":1691708298063,"gmtModify":1691708301491,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/207583351853280","repostId":"207445548650528","repostType":1,"repost":{"id":207445548650528,"gmtCreate":1691674019434,"gmtModify":1691674087560,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Maybe Alibaba's Most Important Earnings Ever: Why Should I Invest Here?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with \"One Belt, One Road\" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with \"One Belt, One Road\" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment","text":"$Alibaba(BABA)$ has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. $Alibaba(09988)$ SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with \"One Belt, One Road\" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment","images":[{"img":"https://static.tigerbbs.com/817b57afaf287d7f6422cc34e34d14e8","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/67fb4082d5eddc5c36b3b1fe6ecbee27","width":"800","height":"480"},{"img":"https://static.tigerbbs.com/eb88fffe9098963ff76bfee6a061837f","width":"750","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207445548650528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207583009526000,"gmtCreate":1691708232672,"gmtModify":1691708236093,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/207583009526000","repostId":"207265752035528","repostType":1,"repost":{"id":207265752035528,"gmtCreate":1691631166396,"gmtModify":1691631172373,"author":{"id":"4152977907293352","authorId":"4152977907293352","name":"Stock Trader","avatar":"https://community-static.tradeup.com/news/d0890f612db986f112d211772cd35106","crmLevel":1,"crmLevelSwitch":1},"themes":[],"title":"Visa Inc.","htmlText":"Current trend The shares of Visa Inc., the largest American multinational company providing payment transaction services, are correcting at the level of 239.00. The financial report for Q3 was considered positive by experts, as the company managed to increase both revenue and net profit: adjusted earnings per share amounted to 2.16 dollars compared to the forecast 2.11 dollars, and revenue — 8.1B dollars with preliminary estimates of 8.06B dollars. At the same time, the volume of cross-border payments in the reporting period was fixed at 22.0%. Against this background, analysts of the financial conglomerate Morgan Stanley raised the target price for the issuer's shares by 2.0 dollars to 292.0 dollars. According to analysts, the positive trend will continue due to an increase in internation","listText":"Current trend The shares of Visa Inc., the largest American multinational company providing payment transaction services, are correcting at the level of 239.00. The financial report for Q3 was considered positive by experts, as the company managed to increase both revenue and net profit: adjusted earnings per share amounted to 2.16 dollars compared to the forecast 2.11 dollars, and revenue — 8.1B dollars with preliminary estimates of 8.06B dollars. At the same time, the volume of cross-border payments in the reporting period was fixed at 22.0%. Against this background, analysts of the financial conglomerate Morgan Stanley raised the target price for the issuer's shares by 2.0 dollars to 292.0 dollars. According to analysts, the positive trend will continue due to an increase in internation","text":"Current trend The shares of Visa Inc., the largest American multinational company providing payment transaction services, are correcting at the level of 239.00. The financial report for Q3 was considered positive by experts, as the company managed to increase both revenue and net profit: adjusted earnings per share amounted to 2.16 dollars compared to the forecast 2.11 dollars, and revenue — 8.1B dollars with preliminary estimates of 8.06B dollars. At the same time, the volume of cross-border payments in the reporting period was fixed at 22.0%. Against this background, analysts of the financial conglomerate Morgan Stanley raised the target price for the issuer's shares by 2.0 dollars to 292.0 dollars. According to analysts, the positive trend will continue due to an increase in internation","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207265752035528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207429405622336,"gmtCreate":1691670592312,"gmtModify":1691670595684,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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 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tuned！","source_url":"https://lpl27170.laohu8.com/live/Yihan2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/c153fc20331949d7811be321c070d138~tplv-gjr78lqtd0-z75.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/c153fc20331949d7811be321c070d138~tplv-gjr78lqtd0-z75.image","activate_content":true,"expected_time":1691667000000,"time_remain":-24398689877,"start_time":0,"end_time":1691672892,"user_counter":"1143","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206740915413192,"gmtCreate":1691504136851,"gmtModify":1691504140078,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/206740915413192","repostId":"1772467480223767","repostType":17,"repost":{"id":2552,"live_id":"1772467480223767","type":2,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[2],"title":"SMARTT -  Options trading strategies ","title_en":"SMARTT -  Options trading strategies ","status":3,"abstract_en":[],"description_html":"- Weekly Key Headlines - Real-time trading - Special market analysis report for Tiger Traders","description_html_en":"- Weekly Key Headlines - Real-time trading - Special market analysis report for Tiger 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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/206210179698912","repostId":"2357928461","repostType":2,"repost":{"id":"2357928461","pubTimestamp":1691184059,"share":"https://www.laohu8.com/m/news/2357928461?lang=&edition=full","pubTime":"2023-08-05 05:20","market":"us","language":"en","title":"Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2357928461","media":"Morningstar","summary":"Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...","content":"<div>\n<p>Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMilAFodHRwczovL3d3dy5tb3JuaW5nc3Rhci5jb20vbmV3cy9tYXJrZXR3YXRjaC8yMDIzMDgwNDc0OS9kb3ctc3AtNTAwLXNuYXAtMy13ZWVrLXdpbm5pbmctc3RyZWFrLWFzLXN0b2Nrcy1mYWxsLWFmdGVyLXVzLWpvYnMtcmVwb3J0LWJpZy10ZWNoLWVhcm5pbmdz0gEA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...</title>\n<style 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S&P 500 snap 3-week winning streak as stocks fall after U.S. ...</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMilAFodHRwczovL3d3dy5tb3JuaW5nc3Rhci5jb20vbmV3cy9tYXJrZXR3YXRjaC8yMDIzMDgwNDc0OS9kb3ctc3AtNTAwLXNuYXAtMy13ZWVrLXdpbm5pbmctc3RyZWFrLWFzLXN0b2Nrcy1mYWxsLWFmdGVyLXVzLWpvYnMtcmVwb3J0LWJpZy10ZWNoLWVhcm5pbmdz0gEA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","BK4554":"元宇宙及AR概念","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4585":"ETF&股票定投概念","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4576":"AR","SPXU":"三倍做空标普500ETF","BK4508":"社交媒体","BK4559":"巴菲特持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4588":"碎股","SNAP":"Snap 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...","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206208786096232,"gmtCreate":1691353464857,"gmtModify":1691353468223,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/206208786096232","repostId":"2357444542","repostType":2,"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":284242648014912,"gmtCreate":1710411104311,"gmtModify":1710411108490,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a>&nbsp;finally He is back","listText":"<a href=\"https://ttm.financial/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a>&nbsp;finally He is back","text":"$Beyond Meat, Inc.(BYND)$ finally He is back","images":[{"img":"https://community-static.tradeup.com/news/eef6bef56d34c8c5b0c48851bb9c2233","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284242648014912","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185501773250576,"gmtCreate":1686328058795,"gmtModify":1686328063539,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"Jump&nbsp;","listText":"Jump&nbsp;","text":"Jump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185501773250576","repostId":"1161255246","repostType":2,"repost":{"id":"1161255246","pubTimestamp":1686318533,"share":"https://www.laohu8.com/m/news/1161255246?lang=&edition=full","pubTime":"2023-06-09 21:48","market":"us","language":"en","title":"Netflix Subscriptions Jump as U.S. Password-Sharing Crackdown Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=1161255246","media":"The Wall Street Journal","summary":"Shortly after change, company had highest rate of sign-ups since Antenna began tracking data in 2019","content":"<html><head></head><body><p>Shortly after change, company had highest rate of sign-ups since Antenna began tracking data in 2019</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcd3578b7e01a8e2dbdb77311dbb1044\" alt=\"Jennifer Lopez in the film ‘The Mother,’ which made its debut on Netflix in May. PHOTO: ANA CARBALLOSA/NETFLIX\" title=\"Jennifer Lopez in the film ‘The Mother,’ which made its debut on Netflix in May. PHOTO: ANA CARBALLOSA/NETFLIX\" tg-width=\"700\" tg-height=\"466\"/><span>Jennifer Lopez in the film ‘The Mother,’ which made its debut on Netflix in May. PHOTO: ANA CARBALLOSA/NETFLIX</span></p><p style=\"text-align: start;\">Netflix’s long-awaited crackdown on password sharing in the U.S. delivered a windfall of new subscribers in its earliest days, according to new data from streaming analytics company Antenna.</p><p>The streaming giant amassed more new subscriptions in the U.S. between May 25 and May 28, shortly after Netflix notified users in the U.S. and more than 100 countries and territories of the limits, than in any other four-day period since Antenna began compiling such data in 2019. </p><p>The influx of new users is a sign that Netflix’s decision to put an end to password sharing is bearing fruit. The company said more than 100 million people around the world watch Netflix content using borrowed passwords. </p><p>The company’s recent move forced users who share an account outside the same home to pay an additional $7.99 a month to watch, and limited the number of extra members customers could add to their account, depending on the tier of service they pay for.</p><p style=\"text-align: start;\">The monthly cost of sharing with an extra person is $2 less a month than a basic subscription, and $1 more than the ad-supported plan, which Netflix introduced late last year in another effort to boost revenue and appeal to price-conscious customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34abcdfad7c8dd6c170b4996403db511\" tg-width=\"978\" tg-height=\"694\"/></p><p style=\"text-align: start;\">Shares of Netflix have risen about 13% since the password-sharing crackdown went into effect on May 23.</p><p style=\"text-align: start;\">Antenna uses third-party services that collect consumer information, with permission, from sources including online purchase receipts, bills and banking records, and its data don’t include subscriptions offered through bundles. A Netflix spokeswoman declined to comment. </p><p>Netflix last year had two consecutive quarters of subscriber losses for the first time in its history. Its subscriber base started growing again over the past few quarters, but at a much slower pace than during the early days of the pandemic. The company has delayed its initiative to crack down on password sharing for years, though Netflix’s internal researchers had identified it has a major problem in 2019, The Wall Street Journal previously reported. </p><p>Account sharing “undermines our ability to invest in and improve Netflix for our paying members, as well as build our business,” the company said in its first-quarter shareholder letter.</p><p style=\"text-align: start;\">Netflix has already rolled out password sharing outside the U.S. in countries including Canada, Spain, Portugal and New Zealand.</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>Netflix Subscriptions Jump as U.S. Password-Sharing Crackdown Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Subscriptions Jump as U.S. Password-Sharing Crackdown Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 21:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/netflix-subscriptions-jump-as-u-s-password-sharing-crackdown-begins-4aff1be4><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shortly after change, company had highest rate of sign-ups since Antenna began tracking data in 2019Jennifer Lopez in the film ‘The Mother,’ which made its debut on Netflix in May. PHOTO: ANA ...</p>\n\n<a href=\"https://www.wsj.com/articles/netflix-subscriptions-jump-as-u-s-password-sharing-crackdown-begins-4aff1be4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/netflix-subscriptions-jump-as-u-s-password-sharing-crackdown-begins-4aff1be4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161255246","content_text":"Shortly after change, company had highest rate of sign-ups since Antenna began tracking data in 2019Jennifer Lopez in the film ‘The Mother,’ which made its debut on Netflix in May. PHOTO: ANA CARBALLOSA/NETFLIXNetflix’s long-awaited crackdown on password sharing in the U.S. delivered a windfall of new subscribers in its earliest days, according to new data from streaming analytics company Antenna.The streaming giant amassed more new subscriptions in the U.S. between May 25 and May 28, shortly after Netflix notified users in the U.S. and more than 100 countries and territories of the limits, than in any other four-day period since Antenna began compiling such data in 2019. The influx of new users is a sign that Netflix’s decision to put an end to password sharing is bearing fruit. The company said more than 100 million people around the world watch Netflix content using borrowed passwords. The company’s recent move forced users who share an account outside the same home to pay an additional $7.99 a month to watch, and limited the number of extra members customers could add to their account, depending on the tier of service they pay for.The monthly cost of sharing with an extra person is $2 less a month than a basic subscription, and $1 more than the ad-supported plan, which Netflix introduced late last year in another effort to boost revenue and appeal to price-conscious customers.Shares of Netflix have risen about 13% since the password-sharing crackdown went into effect on May 23.Antenna uses third-party services that collect consumer information, with permission, from sources including online purchase receipts, bills and banking records, and its data don’t include subscriptions offered through bundles. A Netflix spokeswoman declined to comment. Netflix last year had two consecutive quarters of subscriber losses for the first time in its history. Its subscriber base started growing again over the past few quarters, but at a much slower pace than during the early days of the pandemic. The company has delayed its initiative to crack down on password sharing for years, though Netflix’s internal researchers had identified it has a major problem in 2019, The Wall Street Journal previously reported. Account sharing “undermines our ability to invest in and improve Netflix for our paying members, as well as build our business,” the company said in its first-quarter shareholder letter.Netflix has already rolled out password sharing outside the U.S. in countries including Canada, Spain, Portugal and New Zealand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303398544683064,"gmtCreate":1715092271477,"gmtModify":1715092274640,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/303398544683064","repostId":"303261650386992","repostType":1,"repost":{"id":303261650386992,"gmtCreate":1715074432802,"gmtModify":1715074449421,"author":{"id":"3527667668727377","authorId":"3527667668727377","name":"Ivan_Gan","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Is It Time To Invest In Agricultural Commodity Futures' Markets","htmlText":"During the domestic May Day holiday, the practice of high volatility in the external market continues, but this time it is fulfilled in agricultural products. Let me talk about the macroeconomic situation first. Although the Fed's interest rate meeting will not adjust interest rates as scheduled, the slowdown in QT (shrinking balance sheet) is a real liquidity easing measure. It is very likely that we may not see the Fed cut interest rates this year, but shrinking balance sheet The process is likely to end this year, so it is not an exaggeration to think that the Fed is now at an inflection point for re-easing.The unexpected upset of the non-farm data provided a reason for the Fed to cut interest rates. When the unemployment rate is higher than 4%, it will be the time for the Fed to cut in","listText":"During the domestic May Day holiday, the practice of high volatility in the external market continues, but this time it is fulfilled in agricultural products. Let me talk about the macroeconomic situation first. Although the Fed's interest rate meeting will not adjust interest rates as scheduled, the slowdown in QT (shrinking balance sheet) is a real liquidity easing measure. It is very likely that we may not see the Fed cut interest rates this year, but shrinking balance sheet The process is likely to end this year, so it is not an exaggeration to think that the Fed is now at an inflection point for re-easing.The unexpected upset of the non-farm data provided a reason for the Fed to cut interest rates. When the unemployment rate is higher than 4%, it will be the time for the Fed to cut in","text":"During the domestic May Day holiday, the practice of high volatility in the external market continues, but this time it is fulfilled in agricultural products. Let me talk about the macroeconomic situation first. Although the Fed's interest rate meeting will not adjust interest rates as scheduled, the slowdown in QT (shrinking balance sheet) is a real liquidity easing measure. It is very likely that we may not see the Fed cut interest rates this year, but shrinking balance sheet The process is likely to end this year, so it is not an exaggeration to think that the Fed is now at an inflection point for re-easing.The unexpected upset of the non-farm data provided a reason for the Fed to cut interest rates. When the unemployment rate is higher than 4%, it will be the time for the Fed to cut in","images":[{"img":"https://static.tigerbbs.com/80d49b56a72c924bac522f7b45ad1ce8","width":"851","height":"304"},{"img":"https://static.tigerbbs.com/74baa890ae6086ae63b7916717c3b6c7","width":"879","height":"162"},{"img":"https://static.tigerbbs.com/6182e1221f4207193633b2406b00cd8c","width":"831","height":"556"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303261650386992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302503428935792,"gmtCreate":1714872881051,"gmtModify":1714872884560,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/302503428935792","repostId":"2433617877","repostType":2,"repost":{"id":"2433617877","pubTimestamp":1714861140,"share":"https://www.laohu8.com/m/news/2433617877?lang=&edition=full","pubTime":"2024-05-05 06:19","market":"us","language":"en","title":"Warren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2433617877","media":"Motley Fool","summary":"Berkshire is bolstering its cash reserves and passing on riskier bets.","content":"<html><head></head><body><ul style=\"\"><li><p>Berkshire cut its Apple stake by 12.9%.</p></li><li><p>Its cash position is expected to exceed $200 billion by the end of this quarter.</p></li><li><p>Buffett said AI has &#34;enormous potential for good and enormous potential for harm.&#34;</p></li></ul><p>Tens of thousands of <strong>Berkshire Hathaway</strong> (BRK.A -0.56%) (BRK.B 0.07%) investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate&#39;s business, financial markets, and over 93 years of wisdom on life. But this year&#39;s meeting felt different.</p><p>Longtime vice chairman Charlie Munger passed away in late November. His wry sense of humor, witty aphorisms, and entertaining rapport with Buffett were missed dearly. But there were other noticeable differences between this meeting and those of past years -- namely, a sense of caution.</p><p>Let&#39;s dive into the key takeaways from the meeting and how it could influence what Berkshire does next.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/492ad0fb7ea0539413c13021b3c68a34\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: The Motley Fool.</p><h2 id=\"id_655468747\">Berkshire sells roughly 13% of its Apple position</h2><p>The elephant in the room was Berkshire&#39;s decision to trim its stake in <strong>Apple </strong>(AAPL 5.98%) during the first quarter. Berkshire sold over 116 million shares of Apple in Q1, reducing its position by around 12.9%. It marks the company&#39;s largest sale of Apple stock since it began purchasing shares in 2016 -- far larger than the 10 million or so shares Berkshire sold in Q4.</p><p>Buffett addressed the sale with the first answer in the Q&amp;A session: &#34;Unless something dramatic happens that really changes capital allocation and strategy, we will have Apple as our largest investment. But I don&#39;t mind at all, under current conditions, building the cash position. I think when I look at the alternatives of what&#39;s available in equity markets, and I look at the composition of what&#39;s going on in the world, we find it quite attractive.&#34;</p><p>In addition to valuation concerns, market conditions, and wanting to build up the cash position, Buffett also mentioned the federal rate on capital gains, which Buffett said is 21% compared to 35% not long ago and even as high as 52% in the past. Fears that the tax rate could go up based on fiscal policies and a need to cut the federal deficit is another reason why Buffett and his team decided to book gains on Apple stock now instead of risking a potentially higher tax rate in the future.</p><h2 id=\"id_1571236452\">Hoarding a treasure trove of cash</h2><p>Buffett has long spoken about the faith Berkshire shareholders entrust in him and his team to safeguard and grow their wealth. Berkshire is known for being fairly risk-averse, gravitating toward businesses with stable cash flows like insurance, railroads, utilities, and top brands like <strong>Coca-Cola</strong> (KO 0.29%), <strong>American Express</strong> (AXP -0.74%), and Apple. Another asset Berkshire loves is cash.</p><p>Berkshire&#39;s cash and U.S. treasury position reached $182.3 billion at the end of the first quarter, up from $163.3 billion at the end of 2023. Buffett said he expects the cash position to exceed $200 billion by the end of the second quarter.</p><p>You may think Berkshire is stockpiling cash because of higher interest rates and a better return on risk-free assets. But shortly before the lunch break, Buffett said that Berkshire would still be heavily in cash even if interest rates were 1% because Berkshire only swings at pitches it likes, and it won&#39;t swing at a pitch simply because it hasn&#39;t in a while. &#34;It&#39;s just that things aren&#39;t attractive, and there are certain ways that could change, and we will see if they do,&#34; said Buffett.</p><p>The commentary is a potential sign that Berkshire is getting even more defensive than usual.</p><h2 id=\"id_1698563646\">A complex but profitable insurance landscape</h2><p>Berkshire&#39;s underlying business is doing exceptionally well. Berkshire&#39;s Q1 operating income skyrocketed 39.1% compared to the same period of 2023 -- driven by larger gains from the insurance businesses and Berkshire Hathaway Energy (which had an abnormally weak Q1 last year). However, Buffett cautioned that it would be unwise to simply multiply insurance income by four for the full year, considering it was a particularly strong quarter and Q3 tends to be the quarter with the highest risk of claims.</p><p>A great deal of the Q&amp;A session was spent discussing the future of insurance and utilities based on new regulations; price increases due to climate change and higher risks of natural disasters; and the potential impact of autonomous driving reducing accidents and driving down the cost of insurance.</p><p>Ajit Jain, Berkshire&#39;s chairman of insurance operations, answered a question on cybersecurity insurance, saying the market is large and profitable and will probably get bigger but just isn&#39;t worth the risk until there are more data points. There was another question on rising insurance rates in Florida, which Berkshire attributed to climate change, increased risks of massive losses, and a difficult regulatory environment, making it harder to do business in Florida.</p><p>An advantage is that Berkshire prices a lot of its contracts in one-year intervals, so it can adjust prices if risks begin to ramp and outweigh rewards. Or as Jain put it, &#34;Climate change, much like inflation, done right, can be a friend of the risk bearer.&#34;</p><p>As for how autonomous driving affects insurance, Buffett said the problem is far from solved, that automakers have been considering insurance for a while, and that insurance can be &#34;a very tempting business when someone hands you money, and you hand them a little piece of paper.&#34; In other words, it isn&#39;t as easy as it seems. Accident rates have come down, and it would benefit society if autonomous driving allowed them to drop even further, but insurance will still be necessary.</p><h2 id=\"id_3847830970\">Opening the Pandora&#39;s Box of AI</h2><p>Buffett&#39;s response to a question on the potential of artificial intelligence (AI) was similar to his response from the 2023 annual meeting. He compared it to the atomic bomb and called it a genie in a bottle in that it has immense power, but we may regret we ever let it out.</p><p>He discussed a personal experience he had where he saw an AI-generated video of himself that was so lifelike that his kids nor his wife would be able to discern if it really was him or his voice except for the fact that he would never say the things in the video. &#34;if I was interested in investing in scamming, it’s going to be the growth industry of all time,&#34; he said.</p><p>Ultimately, Buffett stayed true to his longtime practice of keeping within his circle of competence, saying he doesn&#39;t know enough about AI to predict its future. &#34;It has enormous potential for good and enormous potential for harm, and I just don&#39;t know how that plays out.&#34;</p><h2 id=\"id_1731775438\">Limitless opportunities</h2><p>Despite the cautious sentiment, Buffett&#39;s optimism about the American economy and the stock market&#39;s ability to compound wealth over time was abundantly clear.</p><p>Oftentimes, folks pay too much attention to Berkshire&#39;s cash position as a barometer of its views on the stock market. While Berkshire keeping a large cash position is certainly defensive, it&#39;s worth understanding the context of its different business units and the history of a particular position like Apple.</p><p>Berkshire probably never set out to have Apple make up 40% of its public equity holdings. Taking some risk off the table, especially given the lower tax rate, makes sense for Berkshire, especially if it believes it will need more reserve cash to handle changing dynamics in its insurance business.</p><p>In terms of life advice, the 93-year-old Buffett said that it&#39;s a good idea to think of what you want your obituary to read and start selecting the education paths, social paths, spouse, and friends to get you where you want to go. &#34;The opportunities in this country are basically limitless,&#34; said Buffett.</p><p>We can all learn a lot from Buffett&#39;s steadfast understanding of Berkshire shareholders&#39; needs and the hard work that goes into selecting few investments and passing on countless opportunities.</p><p>In investing, it&#39;s important to align your risk tolerance, investment objectives, and holdings to achieve your financial goals and stay even-keeled no matter what the market is doing. In today&#39;s fast-paced world riddled with rapid change, staying true to your principles is more vital than ever.</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>Warren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting</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\">\nWarren Buffett Discusses Apple, Cash, Insurance, AI, and More at Berkshire Hathaway's Annual Meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 06:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/04/buffett-2024-meeting-berkshire-hathaway-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire cut its Apple stake by 12.9%.Its cash position is expected to exceed $200 billion by the end of this quarter.Buffett said AI has \"enormous potential for good and enormous potential for harm....</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/04/buffett-2024-meeting-berkshire-hathaway-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4507":"流媒体概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4543":"AI","AAPL":"苹果","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4505":"高瓴资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","BK4512":"苹果概念","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4553":"喜马拉雅资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4176":"多领域控股","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BRK.A":"伯克希尔","BK4528":"SaaS概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4023":"应用软件","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BRK.B":"伯克希尔B","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://www.fool.com/investing/2024/05/04/buffett-2024-meeting-berkshire-hathaway-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433617877","content_text":"Berkshire cut its Apple stake by 12.9%.Its cash position is expected to exceed $200 billion by the end of this quarter.Buffett said AI has \"enormous potential for good and enormous potential for harm.\"Tens of thousands of Berkshire Hathaway (BRK.A -0.56%) (BRK.B 0.07%) investors flocked to Omaha this past week for the annual tradition of listening to Warren Buffett muse over the conglomerate's business, financial markets, and over 93 years of wisdom on life. But this year's meeting felt different.Longtime vice chairman Charlie Munger passed away in late November. His wry sense of humor, witty aphorisms, and entertaining rapport with Buffett were missed dearly. But there were other noticeable differences between this meeting and those of past years -- namely, a sense of caution.Let's dive into the key takeaways from the meeting and how it could influence what Berkshire does next.Image source: The Motley Fool.Berkshire sells roughly 13% of its Apple positionThe elephant in the room was Berkshire's decision to trim its stake in Apple (AAPL 5.98%) during the first quarter. Berkshire sold over 116 million shares of Apple in Q1, reducing its position by around 12.9%. It marks the company's largest sale of Apple stock since it began purchasing shares in 2016 -- far larger than the 10 million or so shares Berkshire sold in Q4.Buffett addressed the sale with the first answer in the Q&A session: \"Unless something dramatic happens that really changes capital allocation and strategy, we will have Apple as our largest investment. But I don't mind at all, under current conditions, building the cash position. I think when I look at the alternatives of what's available in equity markets, and I look at the composition of what's going on in the world, we find it quite attractive.\"In addition to valuation concerns, market conditions, and wanting to build up the cash position, Buffett also mentioned the federal rate on capital gains, which Buffett said is 21% compared to 35% not long ago and even as high as 52% in the past. Fears that the tax rate could go up based on fiscal policies and a need to cut the federal deficit is another reason why Buffett and his team decided to book gains on Apple stock now instead of risking a potentially higher tax rate in the future.Hoarding a treasure trove of cashBuffett has long spoken about the faith Berkshire shareholders entrust in him and his team to safeguard and grow their wealth. Berkshire is known for being fairly risk-averse, gravitating toward businesses with stable cash flows like insurance, railroads, utilities, and top brands like Coca-Cola (KO 0.29%), American Express (AXP -0.74%), and Apple. Another asset Berkshire loves is cash.Berkshire's cash and U.S. treasury position reached $182.3 billion at the end of the first quarter, up from $163.3 billion at the end of 2023. Buffett said he expects the cash position to exceed $200 billion by the end of the second quarter.You may think Berkshire is stockpiling cash because of higher interest rates and a better return on risk-free assets. But shortly before the lunch break, Buffett said that Berkshire would still be heavily in cash even if interest rates were 1% because Berkshire only swings at pitches it likes, and it won't swing at a pitch simply because it hasn't in a while. \"It's just that things aren't attractive, and there are certain ways that could change, and we will see if they do,\" said Buffett.The commentary is a potential sign that Berkshire is getting even more defensive than usual.A complex but profitable insurance landscapeBerkshire's underlying business is doing exceptionally well. Berkshire's Q1 operating income skyrocketed 39.1% compared to the same period of 2023 -- driven by larger gains from the insurance businesses and Berkshire Hathaway Energy (which had an abnormally weak Q1 last year). However, Buffett cautioned that it would be unwise to simply multiply insurance income by four for the full year, considering it was a particularly strong quarter and Q3 tends to be the quarter with the highest risk of claims.A great deal of the Q&A session was spent discussing the future of insurance and utilities based on new regulations; price increases due to climate change and higher risks of natural disasters; and the potential impact of autonomous driving reducing accidents and driving down the cost of insurance.Ajit Jain, Berkshire's chairman of insurance operations, answered a question on cybersecurity insurance, saying the market is large and profitable and will probably get bigger but just isn't worth the risk until there are more data points. There was another question on rising insurance rates in Florida, which Berkshire attributed to climate change, increased risks of massive losses, and a difficult regulatory environment, making it harder to do business in Florida.An advantage is that Berkshire prices a lot of its contracts in one-year intervals, so it can adjust prices if risks begin to ramp and outweigh rewards. Or as Jain put it, \"Climate change, much like inflation, done right, can be a friend of the risk bearer.\"As for how autonomous driving affects insurance, Buffett said the problem is far from solved, that automakers have been considering insurance for a while, and that insurance can be \"a very tempting business when someone hands you money, and you hand them a little piece of paper.\" In other words, it isn't as easy as it seems. Accident rates have come down, and it would benefit society if autonomous driving allowed them to drop even further, but insurance will still be necessary.Opening the Pandora's Box of AIBuffett's response to a question on the potential of artificial intelligence (AI) was similar to his response from the 2023 annual meeting. He compared it to the atomic bomb and called it a genie in a bottle in that it has immense power, but we may regret we ever let it out.He discussed a personal experience he had where he saw an AI-generated video of himself that was so lifelike that his kids nor his wife would be able to discern if it really was him or his voice except for the fact that he would never say the things in the video. \"if I was interested in investing in scamming, it’s going to be the growth industry of all time,\" he said.Ultimately, Buffett stayed true to his longtime practice of keeping within his circle of competence, saying he doesn't know enough about AI to predict its future. \"It has enormous potential for good and enormous potential for harm, and I just don't know how that plays out.\"Limitless opportunitiesDespite the cautious sentiment, Buffett's optimism about the American economy and the stock market's ability to compound wealth over time was abundantly clear.Oftentimes, folks pay too much attention to Berkshire's cash position as a barometer of its views on the stock market. While Berkshire keeping a large cash position is certainly defensive, it's worth understanding the context of its different business units and the history of a particular position like Apple.Berkshire probably never set out to have Apple make up 40% of its public equity holdings. Taking some risk off the table, especially given the lower tax rate, makes sense for Berkshire, especially if it believes it will need more reserve cash to handle changing dynamics in its insurance business.In terms of life advice, the 93-year-old Buffett said that it's a good idea to think of what you want your obituary to read and start selecting the education paths, social paths, spouse, and friends to get you where you want to go. \"The opportunities in this country are basically limitless,\" said Buffett.We can all learn a lot from Buffett's steadfast understanding of Berkshire shareholders' needs and the hard work that goes into selecting few investments and passing on countless opportunities.In investing, it's important to align your risk tolerance, investment objectives, and holdings to achieve your financial goals and stay even-keeled no matter what the market is doing. In today's fast-paced world riddled with rapid change, staying true to your principles is more vital than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286478082011320,"gmtCreate":1710975646011,"gmtModify":1710975649908,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/286478082011320","repostId":"2420496227","repostType":2,"repost":{"id":"2420496227","pubTimestamp":1710936705,"share":"https://www.laohu8.com/m/news/2420496227?lang=&edition=full","pubTime":"2024-03-20 20:11","market":"us","language":"en","title":"10 NASDAQ Stocks with Biggest Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2420496227","media":"Insider Monkey","summary":"In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the 5 NASDAQ Stocks with Biggest Upside.The Nasdaq Composite was the worst performer among the major market indices in 2022 and made a stellar comeback in 2023. The index was down 33% at the end of 2022 and recovered from its abysmal performance with a 43% gain in 2023. To put things in perspective, the Nasdaq Composite index hit its previous record in November 2021 with a little over 16,000 points, and it was still a thousand points behind it by the end of 2023, even after the outstanding performance during the year. However, the index has hit new highs and is at 16,275 at March 1 market close. The Nasdaq-100, which includes the 100 largest and most actively traded non-financial companies in the world, recorded its fourth-best performance since 1986, with a 53.81% gain in 2023.Investors and analysts keep mixed reviews about the rising AI trend. While some believe tha","content":"<html><body><p><span>In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the </span><b>5 NASDAQ Stocks with Biggest Upside</b><span>.</span></p>\n<p><span>The Nasdaq Composite was the worst performer among the major market indices in 2022 and made a stellar comeback in 2023. The index was down 33% at the end of 2022 and recovered from its abysmal performance with a 43% gain in 2023. To put things in perspective, the Nasdaq Composite index hit its previous record in November 2021 with a little over 16,000 points, and it was still a thousand points behind it by the end of 2023, even after the outstanding performance during the year. However, the index has hit new highs and is at 16,275 at March 1 market close. The Nasdaq-100, which includes the 100 largest and most actively traded non-financial companies in the world, recorded its fourth-best performance since 1986, with a 53.81% gain in 2023.</span></p>\n<p><span>Nasdaq’s performance is attributed to the fact that it is mostly concentrated in tech stocks, which were the best performers of the year in 2023. The Magnificent 7 stocks remained in the limelight as several of the top performers of the index were a part of the group, which include NVIDIA Corporation (NASDAQ:</span><span>NVDA</span><span>) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (NASDAQ:</span><span>META</span><span>), and they gained 239% and 194% in 2023, respectively. However, some other stocks made significant strides through the year as well. Some of them are Advanced Micro Devices, Inc. (NASDAQ:</span><span>AMD</span><span>), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, Inc. (NASDAQ:</span><span>PANW</span><span>), and Super Micro Computer, Inc. (NASDAQ:</span><span>SMCI</span><span>). Advanced Micro Devices, Inc. (NASDAQ:AMD) gained nearly 128%, and Palo Alto Networks, Inc. (NASDAQ:PANW) was 110% higher by the end of 2023. Super Micro Computer, Inc. (NASDAQ:</span><span>SMCI</span><span>) performed even more spectacularly in 2023 and is still on a remarkable upward trajectory in the current year. As of March 18, the stock has gained more than 900% over the past 12 months.</span></p>\n<p><span>Although 5 of the magnificent 7 stocks are still performing well and their price charts are still in green on a year-to-date basis, as of March 18, Apple Inc. (NASDAQ:</span><span>AAPL</span><span>) and Tesla, Inc. (NASDAQ:</span><span>TSLA</span><span>) have declined significantly. Apple is down 4.61%, and Tesla has also fallen out of favor among many analysts and is down 32% year-to-date. However, Cathie Wood of </span><span>Ark Invest</span><span> still sees long-term growth for Tesla, Inc.’s (NASDAQ:TSLA) stock due to its autonomous driving software. Last year, Wood said in an </span><span>interview</span><span> on CNBC that she believes that the company’s stock price will hit the $2000 mark by 2027. In 2024, the investor is still bullish on the stock. Ark Invest bought $141 million worth of Tesla, Inc.’s (NASDAQ:TSLA) stock in January, as reported by </span><span>Bloomberg</span><span> on January 29. The firm also bought over </span><span>$35 million</span><span> worth of company shares on March 14, as reported by Business Insider on the same day.</span></p>\n<h2><b>Is There a Stop to the AI Rally?</b></h2>\n<p><span>Investors and analysts keep mixed reviews about the rising AI trend. While some believe that the AI surge could be a bubble and that tech stocks are now overvalued, others hold the opinion that AI is a revolutionary trend that will dominate the market for years to come. Looking at recent earnings of the tech stocks, the latter scenario is more likely. </span></p>\n<p><span>The industry leader, NVIDIA Corporation (NASDAQ:NVDA), reported its Q4 earnings on February 21. It reported non-GAAP earnings per share (EPS) of $5.16, which was up 28% sequentially, and was 486% higher than last year. Furthermore, its revenue increased by 265% year-over-year (YoY) to $22.1 billion. The company's gross margin also increased by 10.6%, year over year, to 76.7% in the quarter. On March 18, Truist and HSBC raised NVIDIA’s price target by $266 and $170, respectively. Truist has a price target of $1,177 for the stock, while HSBC’s Frank Lee raised NVIDIA Corporation’s (NASDAQ:NVDA) price target to $1050. The stock is currently trading at around $885, as of March 18.</span></p>\n<p><span>After NVIDIA Corporation’s (NASDAQ:NVDA) first-rate earnings report, Dell Technologies (NYSE:</span><span>DELL</span><span>) also showed strength in its earnings in the fourth quarter due to a high demand for its artificial intelligence servers. The company reported an EPS of $2.20 and a revenue of $22.32 billion, which outperformed the market estimates by $0.48 and $150 million, respectively. The stock gained 31.5% in a day on March 1 and is up nearly 13% month-to-date as of March 18. Dell Technologies’ (NYSE:DELL) also increased its quarterly dividend by 20%. The company’s earnings revived investor belief in AI, and most of the industry-related stocks moved higher during the day. At Dell Technologies’ (NYSE:DELL) </span><span>Q4 2024 earnings call</span><span>, COO and Vice Chairman of the company, Jeffrey Clark, highlighted the demand growth for AI-optimized servers. He said:</span></p>\n<blockquote>\n<p><span>“AI-optimized server orders increased by nearly 40% sequentially. We shipped $800 million of AI-optimized servers, and our backlog nearly doubled sequentially, exiting the fiscal year at $2.9 billion. Demand continues to outpace GPU supply, though we are seeing H100 lead times improving. We are also seeing strong interest in orders for AI-optimized servers equipped with the next generation of AI GPUs, including the H200 and the MI300X. Most customers are still in the early stages of their AI journey, and they are very interested in what we are doing at Dell. We are helping them get started and work through their use cases, data preparation, training, and infrastructure requirements.”</span></p>\n</blockquote>\n<p><span>Now let us continue to our list of NASDAQ stocks with the biggest upside potential, which includes <a href=\"https://laohu8.com/S/RARE\">Ultragenyx Pharmaceutical Inc</a>. (NASDAQ:</span><span>RARE</span><span>), Viasat, Inc. (NASDAQ:</span><span>VSAT</span><span>), and <a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a> (NASDAQ:</span><span>RUN</span><span>). You can also check out </span><span>11 Oversold NASDAQ Stocks To Buy Right Now</span><span> and </span><span>15 Best NASDAQ Dividend Stocks To Buy</span><span>.</span></p>\n<img height=\"1081\" src=\"https://s1.yimg.com/uu/api/res/1.2/GvLghmPkj6S4urHsGQUptg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/a1dbf97dc52b703046836e28beeccb37\" width=\"1920\"/> Photo by \nPascal Bernardon on \nUnsplash\n<p><b><i>Our Methodology</i></b></p>\n<p><span>For this article, we identified 20 stocks listed on NASDAQ with the biggest upside potential through financial media websites including CNBC, Motley Fool, Kiplinger, and Business Insider. Next, we checked each stock’s analyst ratings and price targets on TipRanks. We then chose the 10 stocks with the highest average analyst price target upside at the time of writing on March 18 and listed the stocks in ascending order.</span></p>\n<p><span>We also mentioned the hedge fund sentiment around each stock. The hedge fund data was taken from Insider Monkey’s database of 933 elite hedge funds as of Q4, 2023. Hedge funds’ top 10 consensus stock picks outperformed the S&amp;P 500 Index by more than 140 percentage points over the last 10 years (</span><span>see the details here</span><span>). That’s why we pay very close attention to this often-ignored indicator.</span></p>\n<h2><b>10 NASDAQ Stocks with Biggest Upside</b></h2>\n<h3><b>10. Baker Hughes Company (NASDAQ:</b><b>BKR</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 22.99%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 47</i></b></p>\n<p><span>Baker Hughes Company (NASDAQ:BKR) is a Texas-based company that offers energy and industrial solutions. According to TipRanks, the stock has a consensus rating of Strong Buy as per the 14 Wall Street analysts that covered it over the past three months. The average price target of $39.85 implies an upside of 22.99% from the current levels at the time of writing on March 18.</span></p>\n<p><span>On February 21, Baker Hughes Company (NASDAQ:BKR) announced that it won a significant and multi-year award for the provision of integrated well construction services for rigs in the Buzios pre-salt field offshore Brazil. The work on the three rigs is expected to begin in the first half of 2025.</span></p>\n<p><span>Baker Hughes Company (NASDAQ:BKR) was part of 47 hedge funds’ portfolios in the fourth quarter of 2023 with a total stake value of $911.825 million. </span><span>AQR Capital Management</span><span> is the most prominent shareholder in the company and has a position worth nearly $137.851 million, as of Q4, 2023.</span></p>\n<p><span>Baker Hughes Company (NASDAQ:BKR) is one of the top NASDAQ stocks with the biggest upside, along with Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN).</span></p>\n<p><span>ClearBridge Investments</span><span> made the following comment about Baker Hughes Company (NASDAQ:BKR) in its </span><span>Q3 2023 investor letter</span><span>:</span></p>\n<blockquote>\n<p><span>“Performance was boosted in the quarter by the Strategy’s more economically-sensitive holdings among steady compounders and evolving opportunities. Oilfield equipment and services provider Baker Hughes Company (NASDAQ:BKR), meanwhile, benefited from a $20 rise in crude oil prices as well as disciplined execution.”</span></p>\n</blockquote>\n<h3><b>9. Insulet Corporation (NASDAQ:</b><b>PODD</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 44.79%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 50</i></b></p>\n<p><span>Insulet Corporation (NASDAQ:PODD) is engaged in developing, manufacturing, and distributing insulin management systems for diabetic patients. In the fourth quarter of 2023, 50 hedge funds had stakes in Insulet Corporation (NASDAQ:PODD) with total positions worth $1.197 billion. This is compared to 44 funds with positions worth $938.370 million in the preceding quarter. As of December 31, 2023, </span><span>Citadel Investment Group</span><span> is the largest shareholder in the company with a stake worth $288.885 million.</span></p>\n<p><span>On February 7, Insulet Corporation (NASDAQ:PODD) announced that its Omnipod 5 automated insulin delivery system with Abbott Laboratories’ (NYSE:</span><span>ABT</span><span>) FreeStyle Libre 2 Plus sensor received CE Mark approval.</span></p>\n<p><span>In the past three months, 12 Wall Street analysts have covered Insulet Corporation (NASDAQ:PODD), and 9 maintain a Buy rating on the stock. At the time of writing on March 18, the average price target of $238.33 has an upside of 44.79% from present levels.</span></p>\n<p><span>ClearBridge Investments</span><span> mentioned Insulet Corporation (NASDAQ:PODD) in its </span><span>third quarter 2023 investor letter</span><span>. Here is what it said:</span></p>\n<blockquote>\n<p><span>“Results were primarily impacted by weakness among two health care holdings, Insulet Corporation (NASDAQ:PODD) and Surgery Partners. Positive clinical studies for GLP-1 therapeutics showed substantial health benefits to diabetic and obese patients, boosting stock prices of pharmaceutical companies tied to the manufacturing of these drugs. The potential for improved patient outcomes raised the risk of lower utilization for Insulet, a maker of insulin patch pumps, and Surgery Partners, whose outpatient surgery centers conduct weight loss and many other types of outpatient procedures. Though the GLP-1 threat is weighing on the valuation multiple of Insulet, any negative effects would likely not meaningfully affect the business for many years, especially given how large and underpenetrated the Type 2 diabetes market is for the company currently. Additionally, this could require significant improvements in cost, availability, and adherence for GLP-1s. Furthermore, we are encouraged that the majority of Insulet’s business today is still from Type 1 diabetes, where fundamentals remain strong and the company is gaining share.”</span></p>\n</blockquote>\n<h3><b>8. First Solar, Inc. (NASDAQ:</b><b>FSLR</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 50.15%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 47</i></b></p>\n<p><span>First Solar, Inc. (NASDAQ:FSLR) is a Texas-based company that provides solar photovoltaic (PV) systems. First Solar, Inc. (NASDAQ:FSLR) takes the eighth spot on our list of NASDAQ stocks with the biggest upside. Over the past three months, 20 Wall Street analysts have given their recommendations on First Solar, Inc. (NASDAQ:FSLR), with 16 recommending to Buy the stock. As of March 18, the stock’s average price target of $220.72 implies an upside of 50.15% to its current price.</span></p>\n<p><span>According to Insider Monkey’s database which tracks 933 elite hedge funds, 47 funds had investments in First Solar, Inc.’s (NASDAQ:FSLR) stock in the fourth quarter of 2023 worth $1.106 billion. With 1.79 million shares worth $308.736 million, Robert Pohly’s </span><span>Samlyn Capital</span><span> is the top investor in the company, as of Q4 2023.</span></p>\n<p><span>On February 27, First Solar, Inc. (NASDAQ:FSLR) announced its Q4 earnings result with a GAAP EPS of $3.25, which topped the estimates by $0.13. The revenue jumped 16.0% year-over-year to $1.16 billion.</span></p>\n<h3><b>7. <a href=\"https://laohu8.com/S/SHLS\">Shoals Technologies Group</a>, Inc. (NASDAQ:</b><b>SHLS</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 58.89%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 31</i></b></p>\n<p><span>Shoals Technologies Group, Inc. (NASDAQ:SHLS) is a Tennessee-based company that offers electrical balance of system solutions. The stock has been covered by 15 Wall Street analysts over the past three months, with 12 keeping a Buy rating on the stock. The average price target of $18.86 implies an upside of 58.89% from the current levels on March 18.</span></p>\n<p><span>On February 21, it was reported that Shoals Technologies Group, Inc. (NASDAQ:SHLS) will </span><span>expand</span><span> its existing Tennessee operations over the next five years and will spend $80 million for this endeavor.</span></p>\n<p><span>According to Insider Monkey’s database, 31 hedge funds had investments in Shoals Technologies Group, Inc. (NASDAQ:SHLS) in Q4 of 2023 with positions worth $464.778 million. This compared to 33 funds in the previous quarter, with positions worth $349.254 million. </span><span>Encompass Capital Advisors</span><span> is the top shareholder in the company with a position worth $105.713 million, as of the fourth quarter of 2023.</span></p>\n<p><span>On February 28, Shoals Technologies Group, Inc. (NASDAQ:SHLS) announced its Q4 earnings result with a non-GAAP EPS of $0.12 and a revenue of $130.4 million, which grew by 37.8% YoY.</span></p>\n<h3><b>6. <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a>, Inc. (NASDAQ:</b><b>WBD</b><b>)</b></h3>\n<p><b><i>Average Analyst Price Target Upside: 61.26%</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 56</i></b></p>\n<p><span>Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a New York-based media and entertainment company. The stock was held by 56 hedge funds in the fourth quarter of 2023. The total stakes of the funds amounted to $1.122 billion. As of December 31, 2023, </span><span>Harris Associates</span><span> is the most dominant shareholder in the company with a position worth $904.761 million.</span></p>\n<p><span>Of the 17 Wall Street analysts that have covered Warner Bros. Discovery, Inc. (NASDAQ:WBD) over the past three months, 9 maintain a Buy rating on the stock. The average price target of $13.61 implies an upside of 61.26% from current levels, as of March 18.</span></p>\n<p><span>On February 26, Barrington analyst James Goss lowered the price target on Warner Bros. Discovery, Inc.’s (NASDAQ:WBD) stock to $16 from $18 and kept an Outperform rating on the shares.</span></p>\n<p><span>Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN) are some of the NASDAQ stocks with the biggest upside, in addition to Warner Bros. Discovery, Inc. (NASDAQ:WBD).</span></p>\n<p><span>Longleaf Partners stated the following regarding Warner Bros. Discovery, Inc. (NASDAQ:WBD) in its </span><span>fourth quarter 2023 investor letter</span><span>:</span></p>\n<blockquote>\n<p><span>“The rules have improved how we analyze existing holdings and influenced the price at which we will buy a new holding and/or trim or add to an existing one. This has resulted in a higher level of resizing positions in the portfolio and exiting some long-term holdings this year. A good example in the portfolio today is Warner Bros. Discovery, Inc. (NASDAQ:WBD), a company that we bought too early but that remains a holding in the portfolio. Our average price for the initial WBD investment in 2021 was $26.48, or a P/V ratio in the mid-60s%. However, P/EV on the initial report was 79%. Under the new rules, we would not pay that price for the company today. We most likely would have waited for a mid-60s% P/EV, which would have equated to a $mid-teens entry price. In this case, we would have missed a too-large initial downturn in the stock price. The overweight rule dictated that we trimmed the position after the price ran up in the first half of 2023, which benefitted overall performance as the stock price subsequently fell again. However, even with the new rule lens, we remain confident in our case for the business and management’s ability to deliver going forward.”</span></p>\n</blockquote>\n<p><b>Click to continue reading and see the 5 NASDAQ Stocks with Biggest Upside</b><span>.</span></p>\n<p><span>Suggested articles:</span></p>\n<ul>\n<li><span>17 Worst Bachelor’s Degrees for Student Loan Debt</span></li>\n<li><span>13 Best EV Stocks To Buy in 2024</span></li>\n<li><span>13 Best NASDAQ Penny Stocks To Invest In</span></li>\n</ul>\n<p><span>Disclosure. None. </span><b>10 NASDAQ Stocks with Biggest Upside</b><span> is originally published on Insider Monkey.</span></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>10 NASDAQ Stocks with Biggest Upside</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\">\n10 NASDAQ Stocks with Biggest Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 20:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/10-nasdaq-stocks-biggest-upside-121145757.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the 5 NASDAQ Stocks with Biggest Upside.\nThe Nasdaq Composite was the worst ...</p>\n\n<a href=\"https://finance.yahoo.com/news/10-nasdaq-stocks-biggest-upside-121145757.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/F5eZ.B_g3dZslTmMgNikKA--~B/aD0xMDgxO3c9MTkyMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/insidermonkey.com/a1dbf97dc52b703046836e28beeccb37","relate_stocks":{"NDAQ":"纳斯达克OMX交易所","WBD":"Warner Bros. Discovery","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BKR":"贝克休斯","DELL":"戴尔",".IXIC":"NASDAQ Composite","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","TQQQ":"纳指三倍做多ETF","NVDA":"英伟达","TSLA":"特斯拉","SQQQ":"纳指三倍做空ETF","BK4519":"光伏太阳能","AAPL":"苹果","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4512":"苹果概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SHLS":"Shoals Technologies Group","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","QID":"纳指两倍做空ETF","COMP":"Compass, Inc.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","FSLR":"第一太阳能","AMD":"美国超微公司","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","RARE":"Ultragenyx Pharmaceutical Inc","RUN":"Sunrun Inc.","META":"Meta Platforms","ABT":"雅培","LU0079474960.USD":"联博美国增长基金A","BK4554":"元宇宙及AR概念","BK4555":"新能源车","SMCI":"超微电脑","PANW":"Palo Alto Networks","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4553":"喜马拉雅资本持仓","PSQ":"纳指反向ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","VSAT":"卫讯公司","PODD":"银休特","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/10-nasdaq-stocks-biggest-upside-121145757.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2420496227","content_text":"In this article, we discuss the 10 NASDAQ stocks with the biggest upside. To skip our detailed analysis, go directly to the 5 NASDAQ Stocks with Biggest Upside.\nThe Nasdaq Composite was the worst performer among the major market indices in 2022 and made a stellar comeback in 2023. The index was down 33% at the end of 2022 and recovered from its abysmal performance with a 43% gain in 2023. To put things in perspective, the Nasdaq Composite index hit its previous record in November 2021 with a little over 16,000 points, and it was still a thousand points behind it by the end of 2023, even after the outstanding performance during the year. However, the index has hit new highs and is at 16,275 at March 1 market close. The Nasdaq-100, which includes the 100 largest and most actively traded non-financial companies in the world, recorded its fourth-best performance since 1986, with a 53.81% gain in 2023.\nNasdaq’s performance is attributed to the fact that it is mostly concentrated in tech stocks, which were the best performers of the year in 2023. The Magnificent 7 stocks remained in the limelight as several of the top performers of the index were a part of the group, which include NVIDIA Corporation (NASDAQ:NVDA) and Meta Platforms, Inc. (NASDAQ:META), and they gained 239% and 194% in 2023, respectively. However, some other stocks made significant strides through the year as well. Some of them are Advanced Micro Devices, Inc. (NASDAQ:AMD), Palo Alto Networks, Inc. (NASDAQ:PANW), and Super Micro Computer, Inc. (NASDAQ:SMCI). Advanced Micro Devices, Inc. (NASDAQ:AMD) gained nearly 128%, and Palo Alto Networks, Inc. (NASDAQ:PANW) was 110% higher by the end of 2023. Super Micro Computer, Inc. (NASDAQ:SMCI) performed even more spectacularly in 2023 and is still on a remarkable upward trajectory in the current year. As of March 18, the stock has gained more than 900% over the past 12 months.\nAlthough 5 of the magnificent 7 stocks are still performing well and their price charts are still in green on a year-to-date basis, as of March 18, Apple Inc. (NASDAQ:AAPL) and Tesla, Inc. (NASDAQ:TSLA) have declined significantly. Apple is down 4.61%, and Tesla has also fallen out of favor among many analysts and is down 32% year-to-date. However, Cathie Wood of Ark Invest still sees long-term growth for Tesla, Inc.’s (NASDAQ:TSLA) stock due to its autonomous driving software. Last year, Wood said in an interview on CNBC that she believes that the company’s stock price will hit the $2000 mark by 2027. In 2024, the investor is still bullish on the stock. Ark Invest bought $141 million worth of Tesla, Inc.’s (NASDAQ:TSLA) stock in January, as reported by Bloomberg on January 29. The firm also bought over $35 million worth of company shares on March 14, as reported by Business Insider on the same day.\nIs There a Stop to the AI Rally?\nInvestors and analysts keep mixed reviews about the rising AI trend. While some believe that the AI surge could be a bubble and that tech stocks are now overvalued, others hold the opinion that AI is a revolutionary trend that will dominate the market for years to come. Looking at recent earnings of the tech stocks, the latter scenario is more likely. \nThe industry leader, NVIDIA Corporation (NASDAQ:NVDA), reported its Q4 earnings on February 21. It reported non-GAAP earnings per share (EPS) of $5.16, which was up 28% sequentially, and was 486% higher than last year. Furthermore, its revenue increased by 265% year-over-year (YoY) to $22.1 billion. The company's gross margin also increased by 10.6%, year over year, to 76.7% in the quarter. On March 18, Truist and HSBC raised NVIDIA’s price target by $266 and $170, respectively. Truist has a price target of $1,177 for the stock, while HSBC’s Frank Lee raised NVIDIA Corporation’s (NASDAQ:NVDA) price target to $1050. The stock is currently trading at around $885, as of March 18.\nAfter NVIDIA Corporation’s (NASDAQ:NVDA) first-rate earnings report, Dell Technologies (NYSE:DELL) also showed strength in its earnings in the fourth quarter due to a high demand for its artificial intelligence servers. The company reported an EPS of $2.20 and a revenue of $22.32 billion, which outperformed the market estimates by $0.48 and $150 million, respectively. The stock gained 31.5% in a day on March 1 and is up nearly 13% month-to-date as of March 18. Dell Technologies’ (NYSE:DELL) also increased its quarterly dividend by 20%. The company’s earnings revived investor belief in AI, and most of the industry-related stocks moved higher during the day. At Dell Technologies’ (NYSE:DELL) Q4 2024 earnings call, COO and Vice Chairman of the company, Jeffrey Clark, highlighted the demand growth for AI-optimized servers. He said:\n\n“AI-optimized server orders increased by nearly 40% sequentially. We shipped $800 million of AI-optimized servers, and our backlog nearly doubled sequentially, exiting the fiscal year at $2.9 billion. Demand continues to outpace GPU supply, though we are seeing H100 lead times improving. We are also seeing strong interest in orders for AI-optimized servers equipped with the next generation of AI GPUs, including the H200 and the MI300X. Most customers are still in the early stages of their AI journey, and they are very interested in what we are doing at Dell. We are helping them get started and work through their use cases, data preparation, training, and infrastructure requirements.”\n\nNow let us continue to our list of NASDAQ stocks with the biggest upside potential, which includes Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN). You can also check out 11 Oversold NASDAQ Stocks To Buy Right Now and 15 Best NASDAQ Dividend Stocks To Buy.\n Photo by \nPascal Bernardon on \nUnsplash\nOur Methodology\nFor this article, we identified 20 stocks listed on NASDAQ with the biggest upside potential through financial media websites including CNBC, Motley Fool, Kiplinger, and Business Insider. Next, we checked each stock’s analyst ratings and price targets on TipRanks. We then chose the 10 stocks with the highest average analyst price target upside at the time of writing on March 18 and listed the stocks in ascending order.\nWe also mentioned the hedge fund sentiment around each stock. The hedge fund data was taken from Insider Monkey’s database of 933 elite hedge funds as of Q4, 2023. Hedge funds’ top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here). That’s why we pay very close attention to this often-ignored indicator.\n10 NASDAQ Stocks with Biggest Upside\n10. Baker Hughes Company (NASDAQ:BKR)\nAverage Analyst Price Target Upside: 22.99%\nNumber of Hedge Fund Holders: 47\nBaker Hughes Company (NASDAQ:BKR) is a Texas-based company that offers energy and industrial solutions. According to TipRanks, the stock has a consensus rating of Strong Buy as per the 14 Wall Street analysts that covered it over the past three months. The average price target of $39.85 implies an upside of 22.99% from the current levels at the time of writing on March 18.\nOn February 21, Baker Hughes Company (NASDAQ:BKR) announced that it won a significant and multi-year award for the provision of integrated well construction services for rigs in the Buzios pre-salt field offshore Brazil. The work on the three rigs is expected to begin in the first half of 2025.\nBaker Hughes Company (NASDAQ:BKR) was part of 47 hedge funds’ portfolios in the fourth quarter of 2023 with a total stake value of $911.825 million. AQR Capital Management is the most prominent shareholder in the company and has a position worth nearly $137.851 million, as of Q4, 2023.\nBaker Hughes Company (NASDAQ:BKR) is one of the top NASDAQ stocks with the biggest upside, along with Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN).\nClearBridge Investments made the following comment about Baker Hughes Company (NASDAQ:BKR) in its Q3 2023 investor letter:\n\n“Performance was boosted in the quarter by the Strategy’s more economically-sensitive holdings among steady compounders and evolving opportunities. Oilfield equipment and services provider Baker Hughes Company (NASDAQ:BKR), meanwhile, benefited from a $20 rise in crude oil prices as well as disciplined execution.”\n\n9. Insulet Corporation (NASDAQ:PODD)\nAverage Analyst Price Target Upside: 44.79%\nNumber of Hedge Fund Holders: 50\nInsulet Corporation (NASDAQ:PODD) is engaged in developing, manufacturing, and distributing insulin management systems for diabetic patients. In the fourth quarter of 2023, 50 hedge funds had stakes in Insulet Corporation (NASDAQ:PODD) with total positions worth $1.197 billion. This is compared to 44 funds with positions worth $938.370 million in the preceding quarter. As of December 31, 2023, Citadel Investment Group is the largest shareholder in the company with a stake worth $288.885 million.\nOn February 7, Insulet Corporation (NASDAQ:PODD) announced that its Omnipod 5 automated insulin delivery system with Abbott Laboratories’ (NYSE:ABT) FreeStyle Libre 2 Plus sensor received CE Mark approval.\nIn the past three months, 12 Wall Street analysts have covered Insulet Corporation (NASDAQ:PODD), and 9 maintain a Buy rating on the stock. At the time of writing on March 18, the average price target of $238.33 has an upside of 44.79% from present levels.\nClearBridge Investments mentioned Insulet Corporation (NASDAQ:PODD) in its third quarter 2023 investor letter. Here is what it said:\n\n“Results were primarily impacted by weakness among two health care holdings, Insulet Corporation (NASDAQ:PODD) and Surgery Partners. Positive clinical studies for GLP-1 therapeutics showed substantial health benefits to diabetic and obese patients, boosting stock prices of pharmaceutical companies tied to the manufacturing of these drugs. The potential for improved patient outcomes raised the risk of lower utilization for Insulet, a maker of insulin patch pumps, and Surgery Partners, whose outpatient surgery centers conduct weight loss and many other types of outpatient procedures. Though the GLP-1 threat is weighing on the valuation multiple of Insulet, any negative effects would likely not meaningfully affect the business for many years, especially given how large and underpenetrated the Type 2 diabetes market is for the company currently. Additionally, this could require significant improvements in cost, availability, and adherence for GLP-1s. Furthermore, we are encouraged that the majority of Insulet’s business today is still from Type 1 diabetes, where fundamentals remain strong and the company is gaining share.”\n\n8. First Solar, Inc. (NASDAQ:FSLR)\nAverage Analyst Price Target Upside: 50.15%\nNumber of Hedge Fund Holders: 47\nFirst Solar, Inc. (NASDAQ:FSLR) is a Texas-based company that provides solar photovoltaic (PV) systems. First Solar, Inc. (NASDAQ:FSLR) takes the eighth spot on our list of NASDAQ stocks with the biggest upside. Over the past three months, 20 Wall Street analysts have given their recommendations on First Solar, Inc. (NASDAQ:FSLR), with 16 recommending to Buy the stock. As of March 18, the stock’s average price target of $220.72 implies an upside of 50.15% to its current price.\nAccording to Insider Monkey’s database which tracks 933 elite hedge funds, 47 funds had investments in First Solar, Inc.’s (NASDAQ:FSLR) stock in the fourth quarter of 2023 worth $1.106 billion. With 1.79 million shares worth $308.736 million, Robert Pohly’s Samlyn Capital is the top investor in the company, as of Q4 2023.\nOn February 27, First Solar, Inc. (NASDAQ:FSLR) announced its Q4 earnings result with a GAAP EPS of $3.25, which topped the estimates by $0.13. The revenue jumped 16.0% year-over-year to $1.16 billion.\n7. Shoals Technologies Group, Inc. (NASDAQ:SHLS)\nAverage Analyst Price Target Upside: 58.89%\nNumber of Hedge Fund Holders: 31\nShoals Technologies Group, Inc. (NASDAQ:SHLS) is a Tennessee-based company that offers electrical balance of system solutions. The stock has been covered by 15 Wall Street analysts over the past three months, with 12 keeping a Buy rating on the stock. The average price target of $18.86 implies an upside of 58.89% from the current levels on March 18.\nOn February 21, it was reported that Shoals Technologies Group, Inc. (NASDAQ:SHLS) will expand its existing Tennessee operations over the next five years and will spend $80 million for this endeavor.\nAccording to Insider Monkey’s database, 31 hedge funds had investments in Shoals Technologies Group, Inc. (NASDAQ:SHLS) in Q4 of 2023 with positions worth $464.778 million. This compared to 33 funds in the previous quarter, with positions worth $349.254 million. Encompass Capital Advisors is the top shareholder in the company with a position worth $105.713 million, as of the fourth quarter of 2023.\nOn February 28, Shoals Technologies Group, Inc. (NASDAQ:SHLS) announced its Q4 earnings result with a non-GAAP EPS of $0.12 and a revenue of $130.4 million, which grew by 37.8% YoY.\n6. Warner Bros. Discovery, Inc. (NASDAQ:WBD)\nAverage Analyst Price Target Upside: 61.26%\nNumber of Hedge Fund Holders: 56\nWarner Bros. Discovery, Inc. (NASDAQ:WBD) is a New York-based media and entertainment company. The stock was held by 56 hedge funds in the fourth quarter of 2023. The total stakes of the funds amounted to $1.122 billion. As of December 31, 2023, Harris Associates is the most dominant shareholder in the company with a position worth $904.761 million.\nOf the 17 Wall Street analysts that have covered Warner Bros. Discovery, Inc. (NASDAQ:WBD) over the past three months, 9 maintain a Buy rating on the stock. The average price target of $13.61 implies an upside of 61.26% from current levels, as of March 18.\nOn February 26, Barrington analyst James Goss lowered the price target on Warner Bros. Discovery, Inc.’s (NASDAQ:WBD) stock to $16 from $18 and kept an Outperform rating on the shares.\nUltragenyx Pharmaceutical Inc. (NASDAQ:RARE), Viasat, Inc. (NASDAQ:VSAT), and Sunrun Inc. (NASDAQ:RUN) are some of the NASDAQ stocks with the biggest upside, in addition to Warner Bros. Discovery, Inc. (NASDAQ:WBD).\nLongleaf Partners stated the following regarding Warner Bros. Discovery, Inc. (NASDAQ:WBD) in its fourth quarter 2023 investor letter:\n\n“The rules have improved how we analyze existing holdings and influenced the price at which we will buy a new holding and/or trim or add to an existing one. This has resulted in a higher level of resizing positions in the portfolio and exiting some long-term holdings this year. A good example in the portfolio today is Warner Bros. Discovery, Inc. (NASDAQ:WBD), a company that we bought too early but that remains a holding in the portfolio. Our average price for the initial WBD investment in 2021 was $26.48, or a P/V ratio in the mid-60s%. However, P/EV on the initial report was 79%. Under the new rules, we would not pay that price for the company today. We most likely would have waited for a mid-60s% P/EV, which would have equated to a $mid-teens entry price. In this case, we would have missed a too-large initial downturn in the stock price. The overweight rule dictated that we trimmed the position after the price ran up in the first half of 2023, which benefitted overall performance as the stock price subsequently fell again. However, even with the new rule lens, we remain confident in our case for the business and management’s ability to deliver going forward.”\n\nClick to continue reading and see the 5 NASDAQ Stocks with Biggest Upside.\nSuggested articles:\n\n17 Worst Bachelor’s Degrees for Student Loan Debt\n13 Best EV Stocks To Buy in 2024\n13 Best NASDAQ Penny Stocks To Invest In\n\nDisclosure. None. 10 NASDAQ Stocks with Biggest Upside is originally published on Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282813536235624,"gmtCreate":1710054566935,"gmtModify":1710054570350,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"Will gold still continue? I hope not, because I am not in&nbsp;[Cry]&nbsp;","listText":"Will gold still continue? I hope not, because I am not in&nbsp;[Cry]&nbsp;","text":"Will gold still continue? I hope not, because I am not in [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282813536235624","repostId":"281918360322144","repostType":1,"repost":{"id":281918360322144,"gmtCreate":1709856236194,"gmtModify":1709861607572,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"Trade GLD Around Gold's Confirmed Breakout! ","htmlText":"If you are an investor into precious metals, you would have noticed that Gold just has the breakout confirmed, this is from what I have seen from intraday as well as daily closing price. Gold Saw New Highs Due To Breakout At the time of this writing, gold price is trading at about $2,160.74, this is one of the all-time highs, which is slightly higher than the late-2023 high. If we look at the 4-HR intraday chart, we could see that Gold price is trying to stay above that level, so far it has been able to do it, but with RSI in the overbought region, we could be seeing more buying, it might not stay at this high for long. A confirmed breakout opens the door to higher prices, and since it was a breakout to new all-time highs, gold could move much higher in the medium term. SPDR Gold Shares","listText":"If you are an investor into precious metals, you would have noticed that Gold just has the breakout confirmed, this is from what I have seen from intraday as well as daily closing price. Gold Saw New Highs Due To Breakout At the time of this writing, gold price is trading at about $2,160.74, this is one of the all-time highs, which is slightly higher than the late-2023 high. If we look at the 4-HR intraday chart, we could see that Gold price is trying to stay above that level, so far it has been able to do it, but with RSI in the overbought region, we could be seeing more buying, it might not stay at this high for long. A confirmed breakout opens the door to higher prices, and since it was a breakout to new all-time highs, gold could move much higher in the medium term. SPDR Gold Shares","text":"If you are an investor into precious metals, you would have noticed that Gold just has the breakout confirmed, this is from what I have seen from intraday as well as daily closing price. Gold Saw New Highs Due To Breakout At the time of this writing, gold price is trading at about $2,160.74, this is one of the all-time highs, which is slightly higher than the late-2023 high. If we look at the 4-HR intraday chart, we could see that Gold price is trying to stay above that level, so far it has been able to do it, but with RSI in the overbought region, we could be seeing more buying, it might not stay at this high for long. A confirmed breakout opens the door to higher prices, and since it was a breakout to new all-time highs, gold could move much higher in the medium term. SPDR Gold Shares","images":[{"img":"https://community-static.tradeup.com/news/151c4f40c60d171d74b2f253014ac376","width":"1258","height":"724"},{"img":"https://community-static.tradeup.com/news/5d6822ac0870607a1790614e8ea4d0d3","width":"1839","height":"789"},{"img":"https://community-static.tradeup.com/news/4f61a790bf85725ece020826f8d9b761","width":"1419","height":"604"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281918360322144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281911667855560,"gmtCreate":1709854603800,"gmtModify":1709854607352,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/281911667855560","repostId":"279214840176800","repostType":1,"repost":{"id":279214840176800,"gmtCreate":1709189298070,"gmtModify":1709189765752,"author":{"id":"3574252569958688","authorId":"3574252569958688","name":"alanyeo","avatar":"https://community-static.tradeup.com/news/c143ec51d09c45e31e9ff8dacb742087","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"DBS: Baidu Inc – Buy Target Price HK$186","htmlText":"The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.&nbsp; https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$ &nbsp;</a>‌","listText":"The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.&nbsp; https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/09888\">$BIDU-SW(09888)$ &nbsp;</a>‌","text":"The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure. https://alphaedgeinvesting.com/2024/02/29/dbs-baidu-inc-buy-target-price-hk186/ ‌$Baidu(BIDU)$ ‌‌$BIDU-SW(09888)$ ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279214840176800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":244757718929544,"gmtCreate":1700779328338,"gmtModify":1700779332775,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/244757718929544","repostId":"2385623058","repostType":2,"repost":{"id":"2385623058","pubTimestamp":1700739721,"share":"https://www.laohu8.com/m/news/2385623058?lang=&edition=full","pubTime":"2023-11-23 19:42","market":"us","language":"en","title":"Beyond Meat Is Beyond Saving","url":"https://stock-news.laohu8.com/highlight/detail?id=2385623058","media":"seekingalpha","summary":"Beyond Meat saw an increase in international volumes but experienced declines in the US market.Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance.Des","content":"<html><body><ul><li>Beyond Meat saw an increase in international volumes but experienced declines in the US market.</li><li>Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance.</li><li>Despite potential growth in Europe, the stock is still overvalued and remains a \"Sell.\"  The path to profitability will be daunting.</li></ul><p><figure><picture><img height=\"1152px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Justin Sullivan</p></figcaption></figure></p> <p>Back in March, I placed a \"Sell\" rating on Beyond Meat (<span>NASDAQ:BYND</span>), saying management greatly misread demand for its product. I reiterated my \"Sell\" rating in September, noting that its volumes declines were expanding into<span> more of its channel. So far my \"Sell\" thesis has played out as expected, although Q3 did see a glimpse of hope for the company on the volume side. With the stock down over -60% from my original write-up, let's catch up on the name after its </span>recent earnings report<span> from earlier this month.</span></p> <h2><strong>Company Profile</strong></h2> <p>As a quick reminder, BYND makes plant-based food items created to have the taste and texture of meat. The Beyond Burger is its flagship product, but it also makes a variety of other plant-based meat alternatives including Beyond Chicken Tenders, Beyond Chicken Nuggets, Beyond Sausage, Beyond Steak, and other items. It sells its products in<span> the U.S. and internationally through both the grocery retail channel and the foodservice channel, such as quick service restaurants.</span></p> <h2>International Volumes Rise, Gross Margins Negative</h2> <p>While recent BYND quarters have been marked by declining volumes, BYND actually saw a year over year increase this past quarter, with volumes up 3.5%, as international gains more than offset continued U.S. declines. However, the overall volume gains were more than offset by a -11.6% decline in price per pound.</p> <p>U.S. retail volumes sank -18.7% to 7.199 million pounds. U.S. Foodservice volumes, meanwhile, plunged -37.7% to 2.104 million pounds. International retail volumes jumped 42.8% to 3.375 million pounds. International Foodservices volumes soared 90.9% to 5.317 million pounds. The company credited the gain to strong sales to a large QSR customer in the European Union.</p> <p>Revenues declined -8.7% to $75.3 million. The price per pound decrease of -11.6% accelerated from the -8.6% decrease in price per pound it saw last quarter. Revenue topped analyst expectations of $73.0 million.</p> <p>Revenue in the U.S. retail channel fell -33.9% to $30.5 million, while U.S. Foodservice sales dropped -21.6% to $12.5 million. Internationally, Retail revenue climbed 38.8% to $14.2 million, while Foodservice sales zoomed 78.7% higher to $18.1 million.</p> <p>The company lost 7,000 distribution points quarter over quarter to 183,000. The International Foodservice channel lost 8,000 points of distribution, while it gained 1,000 distribution outlets in the U.S. foodservice segment. The U.S. and international retail points of distribution remained unchanged. The company said the loss of international distribution points was in China.</p> <p>Gross margins have been a huge problem, and once again turned negative after the company was able to post a slim 2.2% gross margins in Q2.</p> <p>Adjusted EBITDA for the quarter was -$57.5 million versus -$73.8 million a year ago. Operating cash flow was $9.1 million.</p> <p>The company ended the quarter with $1.14 billion in convertible notes and $217.5 million in cash and equivalents. The 0% convertible note is not due until 2027.</p> <p>Looking ahead, BYND forecast full-year revenue of between $330-340 million, down from a prior outlook of $360-380 million, and a year over year decline of -21% to -19%. It now projects gross margins to be breakeven versus a prior forecast for them to be positive mid to high single digits.</p> <p>Discussing the company's results on its Q3 earnings call, CEO Ethan Brown said:</p> <blockquote><p>\"We are disappointed by our third quarter 2023 results and are taking immediate action to pull significant costs out of our operating base as we enter 2024. Simultaneously, we are heightening and narrowing our focus around specific geographies and channels where we are experiencing growth, including in the EU, where we're seeing favorable near-term trends, such as certain segments of U.S. foodservice. As we head into 2024, we believe we have a solid portfolio and marketing strategy to address category and brand headwinds in U.S. retail, one built around the fundamental benefits available to the consumer through our carefully designed plant-based meats. Though we believe that our achievement of cash flow positive operations for the third quarter is an encouraging directional signal, we are committed to a far more comprehensive and aggressive rebalancing of operating expense to current revenues as we plan for the future. We understand the current results, category challenges and the intended media coverage can distract from what we believe is a far brighter future. We see this future in colleges and universities here in the U.S. and abroad, including those where youth-driven movements are calling for fully plant-based campuses to fight climate change, drawing analogies to university pledges to divest from fossil fuels. We see this future in countries where per capita animal meat consumption is the lowest ever in recorded history, such as in the U.K. and Germany, and the corresponding progress we are experiencing in McDonald's McPlant platform in these and other EU economies. We see this future in cities, such as Amsterdam, where officials are taking tangible steps to increase availability of plant-based meats and dairy in support of their target to have 50% of citizens consuming a plant-based diet by 2030.\"</p></blockquote> <p>Overall, the BYND quarter once again was not good, but unlike some recent quarters there were some bright spots. The company saw nice volume growth internationally in both the retail and foodservice channels. The latter appears to be driven by McDonald's (MCD) McPlant platform. The platform failed in the U.S and was discontinued due to low sales last year, but so far it appears to be performing better in Europe. This could just be because of newness and a slow rollout, as U.S. fast food chains initially saw a surge in demand for plant-based products that eventually dried up. However, MCD is continuing to introduce the platform to new EU countries, including Switzerland and Slovenia last month, while adding menu items in the Netherlands, such as Veggie nuggets and McPlant Steakhouse burger.</p> <p>BYND also was able to generate positive operating cash flow, although that was largely due to inventory drawdowns. Meanwhile, the company returned to negative gross margins and its pricing continues to rapidly fall despite an inflationary environment, which shows a lack on pricing power. It also lowered its full-year guidance for revenue and gross margins as well.</p> <p>While management has expectations for a better 2024, I think the company needs to prove that plant-based meat alternatives aren't just a fad whose sales have peaked. That has played out in the U.S. and if it plays out in Europe, the company is in pretty big trouble.</p> <h2>Conclusion</h2> <p>BYND has a lot of work to do to try and turn itself around. It must dramatically cut costs and right size its manufacturing capacity. The company was able to generate positive EBITDA in 2019 before the pandemic on nearly $300 million in revenue, but that was before introducing a slew of new products and the inefficiencies that come with them given their modest demand. Demand continues to contract in the U.S. in both the retail and foodservice channel, while at the same time it is lowering prices.</p> <p>Even if BYND pulled a great turnaround, powered by Europe, and doubled its sales over the next 5 years and brought its gross margins up from 0% to 40% (33.5% is the highest it has achieved), that would still be a gross profit of only around $270 million. Paying over 5x potential future gross profits 5 years out for a company where everything would have to go right over the next several years doesn't make sense in my view. I view that scenario as unlikely, but even if it did come to fruition, I think the stock should trade under $1 and that the equity is nearly worthless at this point.</p> <p>Thus, despite the huge declines in the stock, I still feel that BYND is very overvalued and the stock remains a \"Sell.\"</p> <div></div> <p>Risks to the upside would be if the McPlant platform was able to just completely take off in Europe, and the company was able to rightsize its manufacturing footprint and actually get to above scenario I laid out with 40% margins. But getting to those numbers seems very unlikely in my view.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat Is Beyond Saving</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\">\nBeyond Meat Is Beyond Saving\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-23 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4653880-beyond-meat-beyond-saving><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Beyond Meat saw an increase in international volumes but experienced declines in the US market.Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance....</p>\n\n<a href=\"https://seekingalpha.com/article/4653880-beyond-meat-beyond-saving\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1370580640/image_1370580640.jpg","relate_stocks":{"BK4566":"资本集团","MCD":"麦当劳","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4209":"餐馆","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4548":"巴美列捷福持仓","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BYND":"Beyond Meat, Inc.","BK4212":"包装食品与肉类","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://seekingalpha.com/article/4653880-beyond-meat-beyond-saving","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2385623058","content_text":"Beyond Meat saw an increase in international volumes but experienced declines in the US market.Gross margins turned negative and the company lowered its full-year revenue and gross margin guidance.Despite potential growth in Europe, the stock is still overvalued and remains a \"Sell.\"  The path to profitability will be daunting.Justin Sullivan Back in March, I placed a \"Sell\" rating on Beyond Meat (NASDAQ:BYND), saying management greatly misread demand for its product. I reiterated my \"Sell\" rating in September, noting that its volumes declines were expanding into more of its channel. So far my \"Sell\" thesis has played out as expected, although Q3 did see a glimpse of hope for the company on the volume side. With the stock down over -60% from my original write-up, let's catch up on the name after its recent earnings report from earlier this month. Company Profile As a quick reminder, BYND makes plant-based food items created to have the taste and texture of meat. The Beyond Burger is its flagship product, but it also makes a variety of other plant-based meat alternatives including Beyond Chicken Tenders, Beyond Chicken Nuggets, Beyond Sausage, Beyond Steak, and other items. It sells its products in the U.S. and internationally through both the grocery retail channel and the foodservice channel, such as quick service restaurants. International Volumes Rise, Gross Margins Negative While recent BYND quarters have been marked by declining volumes, BYND actually saw a year over year increase this past quarter, with volumes up 3.5%, as international gains more than offset continued U.S. declines. However, the overall volume gains were more than offset by a -11.6% decline in price per pound. U.S. retail volumes sank -18.7% to 7.199 million pounds. U.S. Foodservice volumes, meanwhile, plunged -37.7% to 2.104 million pounds. International retail volumes jumped 42.8% to 3.375 million pounds. International Foodservices volumes soared 90.9% to 5.317 million pounds. The company credited the gain to strong sales to a large QSR customer in the European Union. Revenues declined -8.7% to $75.3 million. The price per pound decrease of -11.6% accelerated from the -8.6% decrease in price per pound it saw last quarter. Revenue topped analyst expectations of $73.0 million. Revenue in the U.S. retail channel fell -33.9% to $30.5 million, while U.S. Foodservice sales dropped -21.6% to $12.5 million. Internationally, Retail revenue climbed 38.8% to $14.2 million, while Foodservice sales zoomed 78.7% higher to $18.1 million. The company lost 7,000 distribution points quarter over quarter to 183,000. The International Foodservice channel lost 8,000 points of distribution, while it gained 1,000 distribution outlets in the U.S. foodservice segment. The U.S. and international retail points of distribution remained unchanged. The company said the loss of international distribution points was in China. Gross margins have been a huge problem, and once again turned negative after the company was able to post a slim 2.2% gross margins in Q2. Adjusted EBITDA for the quarter was -$57.5 million versus -$73.8 million a year ago. Operating cash flow was $9.1 million. The company ended the quarter with $1.14 billion in convertible notes and $217.5 million in cash and equivalents. The 0% convertible note is not due until 2027. Looking ahead, BYND forecast full-year revenue of between $330-340 million, down from a prior outlook of $360-380 million, and a year over year decline of -21% to -19%. It now projects gross margins to be breakeven versus a prior forecast for them to be positive mid to high single digits. Discussing the company's results on its Q3 earnings call, CEO Ethan Brown said: \"We are disappointed by our third quarter 2023 results and are taking immediate action to pull significant costs out of our operating base as we enter 2024. Simultaneously, we are heightening and narrowing our focus around specific geographies and channels where we are experiencing growth, including in the EU, where we're seeing favorable near-term trends, such as certain segments of U.S. foodservice. As we head into 2024, we believe we have a solid portfolio and marketing strategy to address category and brand headwinds in U.S. retail, one built around the fundamental benefits available to the consumer through our carefully designed plant-based meats. Though we believe that our achievement of cash flow positive operations for the third quarter is an encouraging directional signal, we are committed to a far more comprehensive and aggressive rebalancing of operating expense to current revenues as we plan for the future. We understand the current results, category challenges and the intended media coverage can distract from what we believe is a far brighter future. We see this future in colleges and universities here in the U.S. and abroad, including those where youth-driven movements are calling for fully plant-based campuses to fight climate change, drawing analogies to university pledges to divest from fossil fuels. We see this future in countries where per capita animal meat consumption is the lowest ever in recorded history, such as in the U.K. and Germany, and the corresponding progress we are experiencing in McDonald's McPlant platform in these and other EU economies. We see this future in cities, such as Amsterdam, where officials are taking tangible steps to increase availability of plant-based meats and dairy in support of their target to have 50% of citizens consuming a plant-based diet by 2030.\" Overall, the BYND quarter once again was not good, but unlike some recent quarters there were some bright spots. The company saw nice volume growth internationally in both the retail and foodservice channels. The latter appears to be driven by McDonald's (MCD) McPlant platform. The platform failed in the U.S and was discontinued due to low sales last year, but so far it appears to be performing better in Europe. This could just be because of newness and a slow rollout, as U.S. fast food chains initially saw a surge in demand for plant-based products that eventually dried up. However, MCD is continuing to introduce the platform to new EU countries, including Switzerland and Slovenia last month, while adding menu items in the Netherlands, such as Veggie nuggets and McPlant Steakhouse burger. BYND also was able to generate positive operating cash flow, although that was largely due to inventory drawdowns. Meanwhile, the company returned to negative gross margins and its pricing continues to rapidly fall despite an inflationary environment, which shows a lack on pricing power. It also lowered its full-year guidance for revenue and gross margins as well. While management has expectations for a better 2024, I think the company needs to prove that plant-based meat alternatives aren't just a fad whose sales have peaked. That has played out in the U.S. and if it plays out in Europe, the company is in pretty big trouble. Conclusion BYND has a lot of work to do to try and turn itself around. It must dramatically cut costs and right size its manufacturing capacity. The company was able to generate positive EBITDA in 2019 before the pandemic on nearly $300 million in revenue, but that was before introducing a slew of new products and the inefficiencies that come with them given their modest demand. Demand continues to contract in the U.S. in both the retail and foodservice channel, while at the same time it is lowering prices. Even if BYND pulled a great turnaround, powered by Europe, and doubled its sales over the next 5 years and brought its gross margins up from 0% to 40% (33.5% is the highest it has achieved), that would still be a gross profit of only around $270 million. Paying over 5x potential future gross profits 5 years out for a company where everything would have to go right over the next several years doesn't make sense in my view. I view that scenario as unlikely, but even if it did come to fruition, I think the stock should trade under $1 and that the equity is nearly worthless at this point. Thus, despite the huge declines in the stock, I still feel that BYND is very overvalued and the stock remains a \"Sell.\"  Risks to the upside would be if the McPlant platform was able to just completely take off in Europe, and the company was able to rightsize its manufacturing footprint and actually get to above scenario I laid out with 40% margins. But getting to those numbers seems very unlikely in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240171572326608,"gmtCreate":1699654602361,"gmtModify":1699654605507,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/240171572326608","repostId":"239476813279240","repostType":1,"repost":{"id":239476813279240,"gmtCreate":1699502703430,"gmtModify":1699503361103,"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Beyond Meat (BYND) Q3 2023 Earnings Call Transcript Summary","htmlText":"In the recent earnings call for Beyond Meat, Inc. (BYND), both bullish and bearish points were discussed. Here is a summary of the specific viewpoints from the call: Bullish Points: 1. Reduced cost of goods sold by 18% year over year 2. Achieved free cash flow positive operations for the quarter 3. Continuing progress on COGS reductions 4. Intensifying focus on channels and geographies exhibiting revenue growth 5. Year-over-year double-digit growth in select markets in Europe 6. Partnerships and affiliations with American Heart Association and American Cancer Society 7. Announcement of additional certifications and partnerships in 2024 8. Teaming up with authentic voices to counter false narratives and educate consumers 9. Growth in specific geographies and channels, including the EU 10.","listText":"In the recent earnings call for Beyond Meat, Inc. (BYND), both bullish and bearish points were discussed. Here is a summary of the specific viewpoints from the call: Bullish Points: 1. Reduced cost of goods sold by 18% year over year 2. Achieved free cash flow positive operations for the quarter 3. Continuing progress on COGS reductions 4. Intensifying focus on channels and geographies exhibiting revenue growth 5. Year-over-year double-digit growth in select markets in Europe 6. Partnerships and affiliations with American Heart Association and American Cancer Society 7. Announcement of additional certifications and partnerships in 2024 8. Teaming up with authentic voices to counter false narratives and educate consumers 9. Growth in specific geographies and channels, including the EU 10.","text":"In the recent earnings call for Beyond Meat, Inc. (BYND), both bullish and bearish points were discussed. Here is a summary of the specific viewpoints from the call: Bullish Points: 1. Reduced cost of goods sold by 18% year over year 2. Achieved free cash flow positive operations for the quarter 3. Continuing progress on COGS reductions 4. Intensifying focus on channels and geographies exhibiting revenue growth 5. Year-over-year double-digit growth in select markets in Europe 6. Partnerships and affiliations with American Heart Association and American Cancer Society 7. Announcement of additional certifications and partnerships in 2024 8. Teaming up with authentic voices to counter false narratives and educate consumers 9. Growth in specific geographies and channels, including the EU 10.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239476813279240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237688949633064,"gmtCreate":1699065067027,"gmtModify":1699065070687,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/237688949633064","repostId":"2380679921","repostType":2,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":230967427326240,"gmtCreate":1697430428329,"gmtModify":1697430432986,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/230967427326240","repostId":"207945288392720","repostType":1,"repost":{"id":207945288392720,"gmtCreate":1691795961733,"gmtModify":1691801423502,"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Beyond Meat, Inc.(BYND) 2023Q2 Earnings Summary","htmlText":"Bullish Points: 1. Net revenue growth drivers include increased penetration across retail and foodservice channels, strong partnerships with global QSR restaurants, distribution expansion, increased international sales, operational effectiveness, product innovation, and enhanced marketing efforts. 2. Gross profit and gross margin improvements are expected through various strategies, including lean value streams, reduced manufacturing costs, network consolidation, and supply chain logistics improvements. 3. The company is testing alternative plant-based proteins for product innovation and seeking more easily sourced ingredients. 4. Beyond Meat branded products were available at approximately 190,000 retail and foodservice outlets in more than 75 countries as of June 2023. 5. The company is","listText":"Bullish Points: 1. Net revenue growth drivers include increased penetration across retail and foodservice channels, strong partnerships with global QSR restaurants, distribution expansion, increased international sales, operational effectiveness, product innovation, and enhanced marketing efforts. 2. Gross profit and gross margin improvements are expected through various strategies, including lean value streams, reduced manufacturing costs, network consolidation, and supply chain logistics improvements. 3. The company is testing alternative plant-based proteins for product innovation and seeking more easily sourced ingredients. 4. Beyond Meat branded products were available at approximately 190,000 retail and foodservice outlets in more than 75 countries as of June 2023. 5. The company is","text":"Bullish Points: 1. Net revenue growth drivers include increased penetration across retail and foodservice channels, strong partnerships with global QSR restaurants, distribution expansion, increased international sales, operational effectiveness, product innovation, and enhanced marketing efforts. 2. Gross profit and gross margin improvements are expected through various strategies, including lean value streams, reduced manufacturing costs, network consolidation, and supply chain logistics improvements. 3. The company is testing alternative plant-based proteins for product innovation and seeking more easily sourced ingredients. 4. Beyond Meat branded products were available at approximately 190,000 retail and foodservice outlets in more than 75 countries as of June 2023. 5. The company is","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207945288392720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229519558820088,"gmtCreate":1697076838859,"gmtModify":1697076842519,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/229519558820088","repostId":"2357243262","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215567424844024,"gmtCreate":1693659482788,"gmtModify":1693659487861,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/215567424844024","repostId":"2364201482","repostType":2,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214444736819424,"gmtCreate":1693394329163,"gmtModify":1693394333226,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/214444736819424","repostId":"2363467045","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":208760275496984,"gmtCreate":1691990828834,"gmtModify":1691990832932,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/208760275496984","repostId":"2359003917","repostType":2,"repost":{"id":"2359003917","pubTimestamp":1691989769,"share":"https://www.laohu8.com/m/news/2359003917?lang=&edition=full","pubTime":"2023-08-14 13:09","market":"us","language":"en","title":"Tesla Cuts China Prices Again, Triggering Slump in Auto Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2359003917","media":"Bloomberg","summary":"Tesla has cut the price of both the Model Y Long Range as well as the Model Y Performance by RMB 14,000 in China.\n...","content":"<html><head></head><body><ul><li><p>Long-Range, Performance model prices reduced by around $1,900</p></li><li><p>BYD, Li Auto, Xpeng sink on concern price war to respark</p></li></ul><p>Tesla Inc. rolled out a new round of price cuts in China, sending auto stocks tumbling on concerns the move will respark a bruising price war that had showed signs of abating.</p><p style=\"text-align: start;\">The automaker reduced the price of the top-end Long-Range and Performance versions of the Model Y sport utility vehicle by 14,000 yuan ($1,900) to 299,900 yuan and 349,900 yuan respectively, according to a post on its Weibo account on Monday. An 8,000 yuan insurance subsidy on newly purchased Model 3 rear-wheel drive vehicles was also extended until the end of next month.</p><p>The cuts follow the likes of Geely Automobile Holdings Ltd.’s Zeekr brand, which lowered pricesas much as 37,000 yuan last week. Zhejiang Leapmotor Technologies Ltd. cut by as much as 20,000 yuan at the start of the month. Tesla triggered the price war with an initial round of cuts last year before further discounts in January that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.</p><p>China’s best-selling auto brand BYD Co. sank 7.86% in Hong Kong trading. Li Auto Inc. was down 3.93% lower, Xpeng Inc. fell 6.73% and Nio was off 4.55%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ba0bcc7dd42b0ed625907b5e3e6f978\" tg-width=\"431\" tg-height=\"309\"/></p><p>“Price competition has been and will remain an ongoing theme in China’s auto market,” said Joanna Chen, an auto analyst at Bloomberg Intelligence. “Tesla is trying to keep volume rolling after July sales showed its slowing order intake without new models to attract Chinese buyers.”</p><p style=\"text-align: start;\">Tesla’s China deliveries slumped 31% in July to the lowest level this year — just as the carmaker plans to soon unveil its revamped Model 3 “Highland” sedan from its Shanghai factory.</p><p style=\"text-align: start;\">Clean car sales in China declined in July from June, though purchases shifted towards major players with BYD, Li Auto and Nio Inc. all reporting new sales records.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Cuts China Prices Again, Triggering Slump in Auto Stocks</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Cuts China Prices Again, Triggering Slump in Auto Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-14 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/08/14/tesla-cuts-model-y-prices-in-china/><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Long-Range, Performance model prices reduced by around $1,900BYD, Li Auto, Xpeng sink on concern price war to resparkTesla Inc. rolled out a new round of price cuts in China, sending auto stocks ...</p>\n\n<a href=\"https://cnevpost.com/2023/08/14/tesla-cuts-model-y-prices-in-china/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","09868":"小鹏汽车-W","02015":"理想汽车-W","09866":"蔚来-SW","TSLA":"特斯拉","01211":"比亚迪股份"},"source_url":"https://cnevpost.com/2023/08/14/tesla-cuts-model-y-prices-in-china/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359003917","content_text":"Long-Range, Performance model prices reduced by around $1,900BYD, Li Auto, Xpeng sink on concern price war to resparkTesla Inc. rolled out a new round of price cuts in China, sending auto stocks tumbling on concerns the move will respark a bruising price war that had showed signs of abating.The automaker reduced the price of the top-end Long-Range and Performance versions of the Model Y sport utility vehicle by 14,000 yuan ($1,900) to 299,900 yuan and 349,900 yuan respectively, according to a post on its Weibo account on Monday. An 8,000 yuan insurance subsidy on newly purchased Model 3 rear-wheel drive vehicles was also extended until the end of next month.The cuts follow the likes of Geely Automobile Holdings Ltd.’s Zeekr brand, which lowered pricesas much as 37,000 yuan last week. Zhejiang Leapmotor Technologies Ltd. cut by as much as 20,000 yuan at the start of the month. Tesla triggered the price war with an initial round of cuts last year before further discounts in January that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.China’s best-selling auto brand BYD Co. sank 7.86% in Hong Kong trading. Li Auto Inc. was down 3.93% lower, Xpeng Inc. fell 6.73% and Nio was off 4.55%.“Price competition has been and will remain an ongoing theme in China’s auto market,” said Joanna Chen, an auto analyst at Bloomberg Intelligence. “Tesla is trying to keep volume rolling after July sales showed its slowing order intake without new models to attract Chinese buyers.”Tesla’s China deliveries slumped 31% in July to the lowest level this year — just as the carmaker plans to soon unveil its revamped Model 3 “Highland” sedan from its Shanghai factory.Clean car sales in China declined in July from June, though purchases shifted towards major players with BYD, Li Auto and Nio Inc. all reporting new sales records.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207583351853280,"gmtCreate":1691708298063,"gmtModify":1691708301491,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/207583351853280","repostId":"207445548650528","repostType":1,"repost":{"id":207445548650528,"gmtCreate":1691674019434,"gmtModify":1691674087560,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Maybe Alibaba's Most Important Earnings Ever: Why Should I Invest Here?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with \"One Belt, One Road\" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. <a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a> SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with \"One Belt, One Road\" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment","text":"$Alibaba(BABA)$ has released its Q1 financial report for the 24th fiscal year, showing progress in open source and a comprehensive recovery in business while further improving profit margins. $Alibaba(09988)$ SummaryChina's e-commerce business has achieved double-digit growth after being quiet for five quarters, but profit margins have declined due to industry competition and downward CPI;International e-commerce achieved its highest growth rate ever at 43.8%, benefiting from cooperation with \"One Belt, One Road\" countries and the easing competition in Southeast Asian subsidiaries;The strong e-commerce business also led to Cainiao Logistics turning losses into profits;Local life and digital entertainment","images":[{"img":"https://static.tigerbbs.com/817b57afaf287d7f6422cc34e34d14e8","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/67fb4082d5eddc5c36b3b1fe6ecbee27","width":"800","height":"480"},{"img":"https://static.tigerbbs.com/eb88fffe9098963ff76bfee6a061837f","width":"750","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207445548650528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207583009526000,"gmtCreate":1691708232672,"gmtModify":1691708236093,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/207583009526000","repostId":"207265752035528","repostType":1,"repost":{"id":207265752035528,"gmtCreate":1691631166396,"gmtModify":1691631172373,"author":{"id":"4152977907293352","authorId":"4152977907293352","name":"Stock Trader","avatar":"https://community-static.tradeup.com/news/d0890f612db986f112d211772cd35106","crmLevel":1,"crmLevelSwitch":1},"themes":[],"title":"Visa Inc.","htmlText":"Current trend The shares of Visa Inc., the largest American multinational company providing payment transaction services, are correcting at the level of 239.00. The financial report for Q3 was considered positive by experts, as the company managed to increase both revenue and net profit: adjusted earnings per share amounted to 2.16 dollars compared to the forecast 2.11 dollars, and revenue — 8.1B dollars with preliminary estimates of 8.06B dollars. At the same time, the volume of cross-border payments in the reporting period was fixed at 22.0%. Against this background, analysts of the financial conglomerate Morgan Stanley raised the target price for the issuer's shares by 2.0 dollars to 292.0 dollars. According to analysts, the positive trend will continue due to an increase in internation","listText":"Current trend The shares of Visa Inc., the largest American multinational company providing payment transaction services, are correcting at the level of 239.00. The financial report for Q3 was considered positive by experts, as the company managed to increase both revenue and net profit: adjusted earnings per share amounted to 2.16 dollars compared to the forecast 2.11 dollars, and revenue — 8.1B dollars with preliminary estimates of 8.06B dollars. At the same time, the volume of cross-border payments in the reporting period was fixed at 22.0%. Against this background, analysts of the financial conglomerate Morgan Stanley raised the target price for the issuer's shares by 2.0 dollars to 292.0 dollars. According to analysts, the positive trend will continue due to an increase in internation","text":"Current trend The shares of Visa Inc., the largest American multinational company providing payment transaction services, are correcting at the level of 239.00. The financial report for Q3 was considered positive by experts, as the company managed to increase both revenue and net profit: adjusted earnings per share amounted to 2.16 dollars compared to the forecast 2.11 dollars, and revenue — 8.1B dollars with preliminary estimates of 8.06B dollars. At the same time, the volume of cross-border payments in the reporting period was fixed at 22.0%. Against this background, analysts of the financial conglomerate Morgan Stanley raised the target price for the issuer's shares by 2.0 dollars to 292.0 dollars. According to analysts, the positive trend will continue due to an increase in internation","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207265752035528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207429405622336,"gmtCreate":1691670592312,"gmtModify":1691670595684,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/207429405622336","repostId":"1773177832017956","repostType":17,"repost":{"id":2579,"live_id":"1773177832017956","type":1,"live_form":0,"category_id":3,"category_name":"业绩报告会","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"Alibaba FY2024Q1 Earnings Call","title_en":"Alibaba FY2024Q1 Earnings Call","status":3,"abstract_en":[],"description_html":"Alibaba will hold its quarterly conference call to discuss first quarter 2024 financial results on Thursday, Aug 10, at 07:30 p.m. Singapore Time (09:30 p.m. Australian Eastern Time).Stay tuned！","description_html_en":"Alibaba will hold its quarterly conference call to discuss first quarter 2024 financial results on Thursday, Aug 10, at 07:30 p.m. Singapore Time (09:30 p.m. Australian Eastern Time).Stay tuned！","source_url":"https://lpl27170.laohu8.com/live/Yihan2023.m3u8","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/c153fc20331949d7811be321c070d138~tplv-gjr78lqtd0-z75.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/c153fc20331949d7811be321c070d138~tplv-gjr78lqtd0-z75.image","activate_content":true,"expected_time":1691667000000,"time_remain":-24398689877,"start_time":0,"end_time":1691672892,"user_counter":"1143","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206740915413192,"gmtCreate":1691504136851,"gmtModify":1691504140078,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/206740915413192","repostId":"1772467480223767","repostType":17,"repost":{"id":2552,"live_id":"1772467480223767","type":2,"live_form":0,"category_id":5,"category_name":"大咖热评","material_type":0,"regions":[2],"title":"SMARTT -  Options trading strategies ","title_en":"SMARTT -  Options trading strategies ","status":3,"abstract_en":[],"description_html":"- Weekly Key Headlines - Real-time trading - Special market analysis report for Tiger Traders","description_html_en":"- Weekly Key Headlines - Real-time trading - Special market analysis report for Tiger Traders","source_url":"-","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/0fa5e436125f4e25b9f3c8d951fc1196~tplv-gjr78lqtd0-z75.image","live_img_url_en":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/0fa5e436125f4e25b9f3c8d951fc1196~tplv-gjr78lqtd0-z75.image","activate_content":true,"expected_time":1690457400000,"time_remain":-25608289912,"start_time":0,"end_time":1690460403,"user_counter":"0","symbols":[],"speaker_info":[],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206210179698912,"gmtCreate":1691353657630,"gmtModify":1691353660812,"author":{"id":"4145415254454072","authorId":"4145415254454072","name":"ATian","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"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/206210179698912","repostId":"2357928461","repostType":2,"repost":{"id":"2357928461","pubTimestamp":1691184059,"share":"https://www.laohu8.com/m/news/2357928461?lang=&edition=full","pubTime":"2023-08-05 05:20","market":"us","language":"en","title":"Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2357928461","media":"Morningstar","summary":"Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...","content":"<div>\n<p>Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMilAFodHRwczovL3d3dy5tb3JuaW5nc3Rhci5jb20vbmV3cy9tYXJrZXR3YXRjaC8yMDIzMDgwNDc0OS9kb3ctc3AtNTAwLXNuYXAtMy13ZWVrLXdpbm5pbmctc3RyZWFrLWFzLXN0b2Nrcy1mYWxsLWFmdGVyLXVzLWpvYnMtcmVwb3J0LWJpZy10ZWNoLWVhcm5pbmdz0gEA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Dow, S&P 500 snap 3-week winning streak as stocks fall after U.S. ...</title>\n<style 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S&P 500 snap 3-week winning streak as stocks fall after U.S. ...</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMilAFodHRwczovL3d3dy5tb3JuaW5nc3Rhci5jb20vbmV3cy9tYXJrZXR3YXRjaC8yMDIzMDgwNDc0OS9kb3ctc3AtNTAwLXNuYXAtMy13ZWVrLXdpbm5pbmctc3RyZWFrLWFzLXN0b2Nrcy1mYWxsLWFmdGVyLXVzLWpvYnMtcmVwb3J0LWJpZy10ZWNoLWVhcm5pbmdz0gEA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","BK4554":"元宇宙及AR概念","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4585":"ETF&股票定投概念","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4576":"AR","SPXU":"三倍做空标普500ETF","BK4508":"社交媒体","BK4559":"巴菲特持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4588":"碎股","SNAP":"Snap 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