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howieyang123

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- howieyang123howieyang123
  ·2022-11-24
  ？？？
  市场消息：科技巨头苹果有意以58亿英镑收购曼联
  11月24日，据英国媒体《每日星报》称，科技巨头苹果有意以58亿英镑收购曼联。如果交易成真，曼联将成为世界上最富有的俱乐部。曼联有可能被出售的消息在世界杯面前并没有激起太大的水花，格雷泽家族目前对于持
  市场消息：科技巨头苹果有意以58亿英镑收购曼联
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- howieyang123howieyang123
  ·2021-08-04
  $Brooklyn ImmunoTherapeutics LLC(BTX)$wtf？
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- howieyang123howieyang123
  ·2021-04-28
  $fuboTV Inc.(FUBO)$come on, dude!
  189 Comment
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- howieyang123howieyang123
  ·2021-03-02
  $Churchill Capital Corp IV(CCIV)$???
  440 Comment
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- howieyang123howieyang123
  ·2021-02-19
  Ford certainly sounds legit.
  What Is Berkshire Hathaway’s Mystery Stock?
  Warren Buffett’s conglomerate could reveal that equity holding when it discloses its stock investments as of Dec. 31, 2020 on a securities filing expected late Tuesday.Speculation is that it could be Walt Disney,PayPal Holdings, Google parent Alphabet,Home Depot,Exxon Mobil, or Chevron.When it released its most recent quarterly filing in mid-November for about $250 billion of equity holdings, Berkshire said that it had made a confidential filing for unnamed investments, stating “Confidential inf
  What Is Berkshire Hathaway’s Mystery Stock?
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- howieyang123howieyang123
  ·2021-02-19
  $Hall of Fame Resort & Entertainment(HOFV)$Hall of shame....
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- howieyang123howieyang123
  ·2021-02-18
  Going to gradually buy the dip after the lock-up period ends.
  4 Palantir Analysts Debate Data Analytics Company's Mixed Q4, Eye End Of Lockup Period
  Palantir Technologies Inc (NYSE: PLTR) shares lost 12.75% Tuesday in reaction to mixed fourth-quarter results. Here's what the Street has to say.
  4 Palantir Analysts Debate Data Analytics Company's Mixed Q4, Eye End Of Lockup Period
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- howieyang123howieyang123
  ·2021-01-30
  $Facebook(FB)$mmp
  382 Comment
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21:32","market":"other","language":"zh","title":"市场消息：科技巨头苹果有意以58亿英镑收购曼联","url":"https://stock-news.laohu8.com/highlight/detail?id=1161333580","media":"老虎资讯综合","summary":"11月24日，据英国媒体《每日星报》称，科技巨头苹果有意以58亿英镑收购曼联。如果交易成真，曼联将成为世界上最富有的俱乐部。曼联有可能被出售的消息在世界杯面前并没有激起太大的水花，格雷泽家族目前对于持","content":"<html><head></head><body><p>11月24日，据英国媒体《每日星报》称，科技巨头<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有意以58亿英镑收购<a href=\"https://laohu8.com/S/MANU\">曼联</a>。如果交易成真，曼联将成为世界上最富有的俱乐部。</p><p><img src=\"https://static.tigerbbs.com/286f52de7f1530c9429de0941667f848\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>曼联有可能被出售的消息在世界杯面前并没有激起太大的水花，格雷泽家族目前对于持有曼联的态度开始产生动摇，他们准备接受接下来的一切可能，而且这一切都得到了官方的背书，看起来曼联接下来的命运将会出现很大的改变。据媒体最新的报道，科技巨头苹果公司已经和曼联进行了接触，给出的价格为58亿英镑，双方目前还在谈判当中。</p><p><img src=\"https://static.tigerbbs.com/586a2887fca32a8f8084495aff7d48d0\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>苹果公司作为目前世界上市值最高的公司之一，如果能够完成这笔交易，曼联将会成为世界足坛最富有的俱乐部，超越曼城、大巴黎和所谓的2000亿豪门纽卡斯尔。毕竟，苹果公司的年收入都已经超过了3000亿英镑，这个数字对于大部分的俱乐部来说都是一个天文数字，而这笔交易如果想要完成，其实还面临着非常多的问题。</p><p><img src=\"https://static.tigerbbs.com/694ad56e7fb64bc1f21a26908e9834d7\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>按照此前媒体的预估，格雷泽家族对于曼联的心理价位在80亿英镑左右，但是苹果的报价和这个价格还是有着不小的距离，双方如果想要达成一致，还有很长的谈判时间才有可能达成一致。虽然说苹果公司不缺钱，格雷泽家族也愿意把曼联出售给出价最高的买家，而不管对方是什么身份，但是苹果公司对曼联的渴望程度以及给出的价格，不一定能够达到他们的预期，毕竟中间还有至少20亿的差额。</p><p><img src=\"https://static.tigerbbs.com/26329e5e4e567e3a04bd2ca6cc8010c6\" tg-width=\"640\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>另外，苹果首席执行官库克虽然对持有曼联有非常大的兴趣，而且还有心为曼联打造一座新的球场，但是他们并没有管理曼联这种规模俱乐部的经验，这也是一个非常大的问题。如果是只希望持有曼联，而不参与管理的话，那么对于库克和苹果公司都没有太大的意义，但是如果参与到管理的话，他们真的能够带领曼联走得更远，走得更好吗。</p><p><img src=\"https://static.tigerbbs.com/da0a2b4ff85a124bcf72a817bfb659b5\" tg-width=\"640\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/></p><p>目前曼联的球迷对这笔收购的观点还没有统一，部分球迷认为苹果只是希望从曼联身上得到足够的利益，他们并不会好好经营曼联，另一部分球迷则认为如果苹果公司能够得到曼联，绝对是双赢的，能够让曼联更进一步，成为最好的俱乐部。甚至有球迷开玩笑称，即使是只为了卖出更多的手机，苹果公司都可以收购曼联，毕竟他们是全世界球迷最多的俱乐部之一。</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>市场消息：科技巨头苹果有意以58亿英镑收购曼联</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\">\n市场消息：科技巨头苹果有意以58亿英镑收购曼联\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-11-24 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月24日，据英国媒体《每日星报》称，科技巨头<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有意以58亿英镑收购<a href=\"https://laohu8.com/S/MANU\">曼联</a>。如果交易成真，曼联将成为世界上最富有的俱乐部。</p><p><img src=\"https://static.tigerbbs.com/286f52de7f1530c9429de0941667f848\" tg-width=\"640\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/></p><p>曼联有可能被出售的消息在世界杯面前并没有激起太大的水花，格雷泽家族目前对于持有曼联的态度开始产生动摇，他们准备接受接下来的一切可能，而且这一切都得到了官方的背书，看起来曼联接下来的命运将会出现很大的改变。据媒体最新的报道，科技巨头苹果公司已经和曼联进行了接触，给出的价格为58亿英镑，双方目前还在谈判当中。</p><p><img src=\"https://static.tigerbbs.com/586a2887fca32a8f8084495aff7d48d0\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>苹果公司作为目前世界上市值最高的公司之一，如果能够完成这笔交易，曼联将会成为世界足坛最富有的俱乐部，超越曼城、大巴黎和所谓的2000亿豪门纽卡斯尔。毕竟，苹果公司的年收入都已经超过了3000亿英镑，这个数字对于大部分的俱乐部来说都是一个天文数字，而这笔交易如果想要完成，其实还面临着非常多的问题。</p><p><img src=\"https://static.tigerbbs.com/694ad56e7fb64bc1f21a26908e9834d7\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>按照此前媒体的预估，格雷泽家族对于曼联的心理价位在80亿英镑左右，但是苹果的报价和这个价格还是有着不小的距离，双方如果想要达成一致，还有很长的谈判时间才有可能达成一致。虽然说苹果公司不缺钱，格雷泽家族也愿意把曼联出售给出价最高的买家，而不管对方是什么身份，但是苹果公司对曼联的渴望程度以及给出的价格，不一定能够达到他们的预期，毕竟中间还有至少20亿的差额。</p><p><img src=\"https://static.tigerbbs.com/26329e5e4e567e3a04bd2ca6cc8010c6\" tg-width=\"640\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>另外，苹果首席执行官库克虽然对持有曼联有非常大的兴趣，而且还有心为曼联打造一座新的球场，但是他们并没有管理曼联这种规模俱乐部的经验，这也是一个非常大的问题。如果是只希望持有曼联，而不参与管理的话，那么对于库克和苹果公司都没有太大的意义，但是如果参与到管理的话，他们真的能够带领曼联走得更远，走得更好吗。</p><p><img src=\"https://static.tigerbbs.com/da0a2b4ff85a124bcf72a817bfb659b5\" tg-width=\"640\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/></p><p>目前曼联的球迷对这笔收购的观点还没有统一，部分球迷认为苹果只是希望从曼联身上得到足够的利益，他们并不会好好经营曼联，另一部分球迷则认为如果苹果公司能够得到曼联，绝对是双赢的，能够让曼联更进一步，成为最好的俱乐部。甚至有球迷开玩笑称，即使是只为了卖出更多的手机，苹果公司都可以收购曼联，毕竟他们是全世界球迷最多的俱乐部之一。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/286f52de7f1530c9429de0941667f848","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","AAPL":"苹果","BK4108":"电影和娱乐","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","MANU":"曼联","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4527":"明星科技股","BK4501":"段永平概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","LU0056508442.USD":"贝莱德世界科技基金A2","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161333580","content_text":"11月24日，据英国媒体《每日星报》称，科技巨头苹果有意以58亿英镑收购曼联。如果交易成真，曼联将成为世界上最富有的俱乐部。曼联有可能被出售的消息在世界杯面前并没有激起太大的水花，格雷泽家族目前对于持有曼联的态度开始产生动摇，他们准备接受接下来的一切可能，而且这一切都得到了官方的背书，看起来曼联接下来的命运将会出现很大的改变。据媒体最新的报道，科技巨头苹果公司已经和曼联进行了接触，给出的价格为58亿英镑，双方目前还在谈判当中。苹果公司作为目前世界上市值最高的公司之一，如果能够完成这笔交易，曼联将会成为世界足坛最富有的俱乐部，超越曼城、大巴黎和所谓的2000亿豪门纽卡斯尔。毕竟，苹果公司的年收入都已经超过了3000亿英镑，这个数字对于大部分的俱乐部来说都是一个天文数字，而这笔交易如果想要完成，其实还面临着非常多的问题。按照此前媒体的预估，格雷泽家族对于曼联的心理价位在80亿英镑左右，但是苹果的报价和这个价格还是有着不小的距离，双方如果想要达成一致，还有很长的谈判时间才有可能达成一致。虽然说苹果公司不缺钱，格雷泽家族也愿意把曼联出售给出价最高的买家，而不管对方是什么身份，但是苹果公司对曼联的渴望程度以及给出的价格，不一定能够达到他们的预期，毕竟中间还有至少20亿的差额。另外，苹果首席执行官库克虽然对持有曼联有非常大的兴趣，而且还有心为曼联打造一座新的球场，但是他们并没有管理曼联这种规模俱乐部的经验，这也是一个非常大的问题。如果是只希望持有曼联，而不参与管理的话，那么对于库克和苹果公司都没有太大的意义，但是如果参与到管理的话，他们真的能够带领曼联走得更远，走得更好吗。目前曼联的球迷对这笔收购的观点还没有统一，部分球迷认为苹果只是希望从曼联身上得到足够的利益，他们并不会好好经营曼联，另一部分球迷则认为如果苹果公司能够得到曼联，绝对是双赢的，能够让曼联更进一步，成为最好的俱乐部。甚至有球迷开玩笑称，即使是只为了卖出更多的手机，苹果公司都可以收购曼联，毕竟他们是全世界球迷最多的俱乐部之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890882897,"gmtCreate":1628091958719,"gmtModify":1703501161384,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BTX\">$Brooklyn ImmunoTherapeutics LLC(BTX)$</a>wtf？","listText":"<a href=\"https://laohu8.com/S/BTX\">$Brooklyn ImmunoTherapeutics LLC(BTX)$</a>wtf？","text":"$Brooklyn ImmunoTherapeutics LLC(BTX)$wtf？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890882897","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100685666,"gmtCreate":1619609403955,"gmtModify":1704726723352,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>come on, dude!","listText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>come on, dude!","text":"$fuboTV Inc.(FUBO)$come on, dude!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100685666","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362878900,"gmtCreate":1614615336500,"gmtModify":1704773183894,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>???","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>???","text":"$Churchill Capital Corp IV(CCIV)$???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362878900","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387070726,"gmtCreate":1613703827765,"gmtModify":1704883862245,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"Ford certainly sounds legit.","listText":"Ford certainly sounds legit.","text":"Ford certainly sounds legit.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387070726","repostId":"1114634078","repostType":4,"repost":{"id":"1114634078","pubTimestamp":1613443900,"share":"https://ttm.financial/m/news/1114634078?lang=&edition=fundamental","pubTime":"2021-02-16 10:51","market":"us","language":"en","title":"What Is Berkshire Hathaway’s Mystery Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114634078","media":"Barrons","summary":"Warren Buffett’s conglomerate could reveal that equity holding when it discloses its stock investments as of Dec. 31, 2020 on a securities filing expected late Tuesday.Speculation is that it could be Walt Disney,PayPal Holdings, Google parent Alphabet,Home Depot,Exxon Mobil, or Chevron.When it released its most recent quarterly filing in mid-November for about $250 billion of equity holdings, Berkshire said that it had made a confidential filing for unnamed investments, stating “Confidential inf","content":"<p>What is the&nbsp;Berkshire Hathaway&nbsp;mystery stock?</p><p>Warren Buffett’s conglomerate could reveal that equity holding when it discloses its stock investments as of Dec. 31, 2020 on a securities filing expected late Tuesday.</p><p>Speculation is that it could be&nbsp;Walt Disney(ticker: DIS),PayPal Holdings(PYPL), Google parent&nbsp;Alphabet(GOOGL),Home Depot(HD),Exxon Mobil(XOM), or&nbsp;Chevron(CVX).</p><p>When it released its most recent quarterly filing in mid-November for about $250 billion of equity holdings, Berkshire (BRK.B)said that it had made a confidential filing for unnamed investments, stating “Confidential information has been omitted from the public Form 13F report and filed separately with the U.S. Securities and Exchange Commission.”</p><p>Berkshire CEO Buffett has rarely made use of a confidential filing in the past decade. The last such one was in 2015, and the mystery holding turned out to bePhillips 66(PSX).</p><p>The SEC can grant institutional investors confidential status if it agrees that public disclosure would move the stock price and make it more difficult for the investor to complete its buying program in the stock. It is possible that Berkshire will continue to keep the mystery holding confidential. News of a new Berkshire holding can sometimes boost the stock, thanks to the Buffett imprimatur.</p><p>The mystery holding could be sizable, at $5 billion to $10 billion.</p><p>Gary Black, a private investor and former CEO of both Aegon Asset Management and Janus Capital,surveyed his more than 50,000 Twitter followersand their top choices among four selections were Disney and PayPal.</p><p>Blackhas been an influential bullon&nbsp;Tesla(TSLA), but said last week that he was out of the stock, citing the company’s lack of a clear forecast on 2021 deliveries and the risk of a first-quarter earnings miss.</p><p>In recent quarters, Buffett has sold out of Berkshire’s holding in&nbsp;Goldman Sachs Group(GS), sharply reduced a stake in&nbsp;JPMorgan Chase(JPM), cut a longtime position in&nbsp;Wells Fargo(WFC) and bought stakes in a group of drug stocks notably&nbsp;Merck(MRK),AbbVie(ABBV), and&nbsp;Bristol Myers Squibb(BMY).</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Berkshire Hathaway’s Mystery Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Is Berkshire Hathaway’s Mystery Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/what-is-berkshire-hathaways-mystery-stock-big-investment-by-warren-buffett-could-be-disclosed-tomorrow-51613392217?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What is the Berkshire Hathaway mystery stock?Warren Buffett’s conglomerate could reveal that equity holding when it discloses its stock investments as of Dec. 31, 2020 on a securities filing expected ...</p>\n\n<a href=\"https://www.barrons.com/articles/what-is-berkshire-hathaways-mystery-stock-big-investment-by-warren-buffett-could-be-disclosed-tomorrow-51613392217?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","HD":"家得宝","GOOGL":"谷歌A","BRK.B":"伯克希尔B","XOM":"埃克森美孚","PYPL":"PayPal","CVX":"雪佛龙","DIS":"迪士尼"},"source_url":"https://www.barrons.com/articles/what-is-berkshire-hathaways-mystery-stock-big-investment-by-warren-buffett-could-be-disclosed-tomorrow-51613392217?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114634078","content_text":"What is the Berkshire Hathaway mystery stock?Warren Buffett’s conglomerate could reveal that equity holding when it discloses its stock investments as of Dec. 31, 2020 on a securities filing expected late Tuesday.Speculation is that it could be Walt Disney(ticker: DIS),PayPal Holdings(PYPL), Google parent Alphabet(GOOGL),Home Depot(HD),Exxon Mobil(XOM), or Chevron(CVX).When it released its most recent quarterly filing in mid-November for about $250 billion of equity holdings, Berkshire (BRK.B)said that it had made a confidential filing for unnamed investments, stating “Confidential information has been omitted from the public Form 13F report and filed separately with the U.S. Securities and Exchange Commission.”Berkshire CEO Buffett has rarely made use of a confidential filing in the past decade. The last such one was in 2015, and the mystery holding turned out to bePhillips 66(PSX).The SEC can grant institutional investors confidential status if it agrees that public disclosure would move the stock price and make it more difficult for the investor to complete its buying program in the stock. It is possible that Berkshire will continue to keep the mystery holding confidential. News of a new Berkshire holding can sometimes boost the stock, thanks to the Buffett imprimatur.The mystery holding could be sizable, at $5 billion to $10 billion.Gary Black, a private investor and former CEO of both Aegon Asset Management and Janus Capital,surveyed his more than 50,000 Twitter followersand their top choices among four selections were Disney and PayPal.Blackhas been an influential bullon Tesla(TSLA), but said last week that he was out of the stock, citing the company’s lack of a clear forecast on 2021 deliveries and the risk of a first-quarter earnings miss.In recent quarters, Buffett has sold out of Berkshire’s holding in Goldman Sachs Group(GS), sharply reduced a stake in JPMorgan Chase(JPM), cut a longtime position in Wells Fargo(WFC) and bought stakes in a group of drug stocks notably Merck(MRK),AbbVie(ABBV), and Bristol Myers Squibb(BMY).","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384709948,"gmtCreate":1613679905084,"gmtModify":1704883609337,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOFV\">$Hall of Fame Resort &amp; Entertainment(HOFV)$</a>Hall of shame....","listText":"<a href=\"https://laohu8.com/S/HOFV\">$Hall of Fame Resort &amp; Entertainment(HOFV)$</a>Hall of shame....","text":"$Hall of Fame Resort & Entertainment(HOFV)$Hall of shame....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/384709948","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384656918,"gmtCreate":1613650525134,"gmtModify":1704883188154,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"Going to gradually buy the dip after the lock-up period ends.","listText":"Going to gradually buy the dip after the lock-up period ends.","text":"Going to gradually buy the dip after the lock-up period ends.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384656918","repostId":"2112855485","repostType":2,"repost":{"id":"2112855485","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1613584927,"share":"https://ttm.financial/m/news/2112855485?lang=&edition=fundamental","pubTime":"2021-02-18 02:02","market":"us","language":"en","title":"4 Palantir Analysts Debate Data Analytics Company's Mixed Q4, Eye End Of Lockup Period","url":"https://stock-news.laohu8.com/highlight/detail?id=2112855485","media":"Benzinga","summary":"Palantir Technologies Inc (NYSE: PLTR) shares lost 12.75% Tuesday in reaction to mixed fourth-quarter results. Here&#39;s what the Street has to say. ","content":"<html><body><p><strong>Palantir Technologies Inc </strong>(NYSE:PLTR) shares lost 12.75% Tuesday in reaction to mixed fourth-quarter results. Here's what the Street has to say. </p>\n<p><strong>The Palantir Analysts: </strong>Goldman Sachs analyst Christopher Merwin upgraded Palantir from  Neutral  to Buy and increased the price target from $13 to $34.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss maintained an Underperform rating and upped the price target from $17 to $19.</p>\n<p>William Blair analyst Kamil Mielczarek downgraded the stock from Market Perform to Underperform.</p>\n<p>Credit Suisse analyst Brad Zelnick maintained an Underperform and  lifted the price target from $17 to $20.</p>\n<p><strong>Goldman Sees Better Visibility On Palantir's Growth: </strong> Palantir reported fourth-quarter revenue and EBIT that came in ahead of Goldman's estimates, Merwin said in a note.</p>\n<p>The revenue guidance of 30%-plus growth for 2021 suggests a deceleration throughout the year, the analyst said. </p>\n<p>The management's guidance for $4 billion in revenue for fiscal year 2025, implying a 30% CAGR from fiscal year 2020, is encouraging, he said.</p>\n<p>Along with the growing backlog of $2.8 billion in deal value, there is also increasing visibility into the achievability of Palantir's long-term target, Merwin said.</p>\n<p>The efforts to modularize Foundry and add channel partners like <strong><a href=\"https://laohu8.com/S/IBM\">IBM</a> Common Stock </strong>(NYSE:IBM) should improve Palantir's market fit for commercial business in the coming quarters, the analyst said. </p>\n<p>\"With improving visibility into near- and long-term growth, we believe PLTR should trade more in line with 30%+ growth businesses, which are trading at 44x CY21 sales, our new target multiple for PLTR on SNTM sales.\"</p>\n<p><em>Related Link: Palantir To Debut New Software, Apps At Inaugural Demo Day </em></p>\n<p><strong>Morgan Stanley Says Risk-Reward Skews Negative: </strong>Despite the number of $10 million-plus customers increasing 50% year-over-year, the total customer count for Palantir remained little changed at 139 customers in 2020 versus 135 customers in 2019, Weiss said in a note. </p>\n<p>The investment into the opportunity seems limited, as adjusted opex growth for the quarter was down 29% year-over-year, the analyst said.\r\nPalantir's revenue growth trajectory is also confounding, as revenue growth that fell from 52% in the third quarter to 40% in the fourth quarter is expected to rebound to 45% in the first quarter before slowing to 30%-plus in 2021, he said. </p>\n<p>Overall, Palantir showed good durability in its government business, signs of progress on commercial distribution and sustained, significant strides in profitability, Weiss said.</p>\n<p>The 1.3 times enterprise value/sales/growth multiple for Palantir shares is well ahead of the SaaS group at 0.7 times, skewing the risk/reward negatively, Morgan Stanley said.</p>\n<p><strong>William Blair Sees Near-Term Risks For Palantir: </strong> The 30%, five-year CAGR implied by Palantir's guidance assumes growth in line with the fastest-growing horizontal software providers in history, Mielczarek said in a note. </p>\n<p>The current valuation does not fully price in all near-term risks, the analyst said. </p>\n<p>Palantir's Government segment, which has been growing at exceptionally strong rates, has been heavily supported by U.S. Army contracts won in 2019, and Commercial revenue growth has decelerated to 4% year-over-year, he said. </p>\n<p>\"New sales efforts, partnerships, and the move to modularization are gaining promising traction but are still too early stage to give us confidence that the company can exceed its long-term growth targets without near-term volatility.\" </p>\n<p>Additionally, William Blair sees the expiration of the lock-up period later this week as likely to dramatically increase the supply of Palantir stock and bring the price down.</p>\n<p><strong>Credit Suisse Looks For Evidence Behind Palantir's Goals: </strong>Fiscal year margin guidance was not provided in Palantir's report, calling into question the sustainability of recent margin expansion, Zelnick said in a note.</p>\n<p>Despite Palantir's long-term guidance, the analyst said he wants evidence of leading indicators to gain comfort in the company's ability to achieve that goal.</p>\n<p>\"With shares trading at 35x EV/CYE 22 rev., (4x premium to high growth software) and 80% of the float becoming free to trade on 2/18, we remain Underperform.\"</p>\n<p><strong>PLTR Price Action: </strong> At last check, Palantir shares were advancing 2.8% to $28.62. </p>\n<p><em>Related Link: Morgan Stanley Downgrades Palantir, Says Risk/Reward Paradigm Shifts Decidedly Negative </em></p>\n<p><em>A screenshot of Palantir software. </em></p>\n</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>4 Palantir Analysts Debate Data Analytics Company's Mixed Q4, Eye End Of Lockup Period</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{ 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{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\">\n4 Palantir Analysts Debate Data Analytics Company's Mixed Q4, Eye End Of Lockup Period\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-02-18 02:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Palantir Technologies Inc </strong>(NYSE:PLTR) shares lost 12.75% Tuesday in reaction to mixed fourth-quarter results. Here's what the Street has to say. </p>\n<p><strong>The Palantir Analysts: </strong>Goldman Sachs analyst Christopher Merwin upgraded Palantir from  Neutral  to Buy and increased the price target from $13 to $34.</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss maintained an Underperform rating and upped the price target from $17 to $19.</p>\n<p>William Blair analyst Kamil Mielczarek downgraded the stock from Market Perform to Underperform.</p>\n<p>Credit Suisse analyst Brad Zelnick maintained an Underperform and  lifted the price target from $17 to $20.</p>\n<p><strong>Goldman Sees Better Visibility On Palantir's Growth: </strong> Palantir reported fourth-quarter revenue and EBIT that came in ahead of Goldman's estimates, Merwin said in a note.</p>\n<p>The revenue guidance of 30%-plus growth for 2021 suggests a deceleration throughout the year, the analyst said. </p>\n<p>The management's guidance for $4 billion in revenue for fiscal year 2025, implying a 30% CAGR from fiscal year 2020, is encouraging, he said.</p>\n<p>Along with the growing backlog of $2.8 billion in deal value, there is also increasing visibility into the achievability of Palantir's long-term target, Merwin said.</p>\n<p>The efforts to modularize Foundry and add channel partners like <strong><a href=\"https://laohu8.com/S/IBM\">IBM</a> Common Stock </strong>(NYSE:IBM) should improve Palantir's market fit for commercial business in the coming quarters, the analyst said. </p>\n<p>\"With improving visibility into near- and long-term growth, we believe PLTR should trade more in line with 30%+ growth businesses, which are trading at 44x CY21 sales, our new target multiple for PLTR on SNTM sales.\"</p>\n<p><em>Related Link: Palantir To Debut New Software, Apps At Inaugural Demo Day </em></p>\n<p><strong>Morgan Stanley Says Risk-Reward Skews Negative: </strong>Despite the number of $10 million-plus customers increasing 50% year-over-year, the total customer count for Palantir remained little changed at 139 customers in 2020 versus 135 customers in 2019, Weiss said in a note. </p>\n<p>The investment into the opportunity seems limited, as adjusted opex growth for the quarter was down 29% year-over-year, the analyst said.\r\nPalantir's revenue growth trajectory is also confounding, as revenue growth that fell from 52% in the third quarter to 40% in the fourth quarter is expected to rebound to 45% in the first quarter before slowing to 30%-plus in 2021, he said. </p>\n<p>Overall, Palantir showed good durability in its government business, signs of progress on commercial distribution and sustained, significant strides in profitability, Weiss said.</p>\n<p>The 1.3 times enterprise value/sales/growth multiple for Palantir shares is well ahead of the SaaS group at 0.7 times, skewing the risk/reward negatively, Morgan Stanley said.</p>\n<p><strong>William Blair Sees Near-Term Risks For Palantir: </strong> The 30%, five-year CAGR implied by Palantir's guidance assumes growth in line with the fastest-growing horizontal software providers in history, Mielczarek said in a note. </p>\n<p>The current valuation does not fully price in all near-term risks, the analyst said. </p>\n<p>Palantir's Government segment, which has been growing at exceptionally strong rates, has been heavily supported by U.S. Army contracts won in 2019, and Commercial revenue growth has decelerated to 4% year-over-year, he said. </p>\n<p>\"New sales efforts, partnerships, and the move to modularization are gaining promising traction but are still too early stage to give us confidence that the company can exceed its long-term growth targets without near-term volatility.\" </p>\n<p>Additionally, William Blair sees the expiration of the lock-up period later this week as likely to dramatically increase the supply of Palantir stock and bring the price down.</p>\n<p><strong>Credit Suisse Looks For Evidence Behind Palantir's Goals: </strong>Fiscal year margin guidance was not provided in Palantir's report, calling into question the sustainability of recent margin expansion, Zelnick said in a note.</p>\n<p>Despite Palantir's long-term guidance, the analyst said he wants evidence of leading indicators to gain comfort in the company's ability to achieve that goal.</p>\n<p>\"With shares trading at 35x EV/CYE 22 rev., (4x premium to high growth software) and 80% of the float becoming free to trade on 2/18, we remain Underperform.\"</p>\n<p><strong>PLTR Price Action: </strong> At last check, Palantir shares were advancing 2.8% to $28.62. </p>\n<p><em>Related Link: Morgan Stanley Downgrades Palantir, Says Risk/Reward Paradigm Shifts Decidedly Negative </em></p>\n<p><em>A screenshot of Palantir software. </em></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM","MS":"摩根士丹利","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/node/19706411","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112855485","content_text":"Palantir Technologies Inc (NYSE:PLTR) shares lost 12.75% Tuesday in reaction to mixed fourth-quarter results. Here's what the Street has to say. \nThe Palantir Analysts: Goldman Sachs analyst Christopher Merwin upgraded Palantir from  Neutral  to Buy and increased the price target from $13 to $34.\nMorgan Stanley analyst Keith Weiss maintained an Underperform rating and upped the price target from $17 to $19.\nWilliam Blair analyst Kamil Mielczarek downgraded the stock from Market Perform to Underperform.\nCredit Suisse analyst Brad Zelnick maintained an Underperform and  lifted the price target from $17 to $20.\nGoldman Sees Better Visibility On Palantir's Growth:  Palantir reported fourth-quarter revenue and EBIT that came in ahead of Goldman's estimates, Merwin said in a note.\nThe revenue guidance of 30%-plus growth for 2021 suggests a deceleration throughout the year, the analyst said. \nThe management's guidance for $4 billion in revenue for fiscal year 2025, implying a 30% CAGR from fiscal year 2020, is encouraging, he said.\nAlong with the growing backlog of $2.8 billion in deal value, there is also increasing visibility into the achievability of Palantir's long-term target, Merwin said.\nThe efforts to modularize Foundry and add channel partners like IBM Common Stock (NYSE:IBM) should improve Palantir's market fit for commercial business in the coming quarters, the analyst said. \n\"With improving visibility into near- and long-term growth, we believe PLTR should trade more in line with 30%+ growth businesses, which are trading at 44x CY21 sales, our new target multiple for PLTR on SNTM sales.\"\nRelated Link: Palantir To Debut New Software, Apps At Inaugural Demo Day \nMorgan Stanley Says Risk-Reward Skews Negative: Despite the number of $10 million-plus customers increasing 50% year-over-year, the total customer count for Palantir remained little changed at 139 customers in 2020 versus 135 customers in 2019, Weiss said in a note. \nThe investment into the opportunity seems limited, as adjusted opex growth for the quarter was down 29% year-over-year, the analyst said.\r\nPalantir's revenue growth trajectory is also confounding, as revenue growth that fell from 52% in the third quarter to 40% in the fourth quarter is expected to rebound to 45% in the first quarter before slowing to 30%-plus in 2021, he said. \nOverall, Palantir showed good durability in its government business, signs of progress on commercial distribution and sustained, significant strides in profitability, Weiss said.\nThe 1.3 times enterprise value/sales/growth multiple for Palantir shares is well ahead of the SaaS group at 0.7 times, skewing the risk/reward negatively, Morgan Stanley said.\nWilliam Blair Sees Near-Term Risks For Palantir:  The 30%, five-year CAGR implied by Palantir's guidance assumes growth in line with the fastest-growing horizontal software providers in history, Mielczarek said in a note. \nThe current valuation does not fully price in all near-term risks, the analyst said. \nPalantir's Government segment, which has been growing at exceptionally strong rates, has been heavily supported by U.S. Army contracts won in 2019, and Commercial revenue growth has decelerated to 4% year-over-year, he said. \n\"New sales efforts, partnerships, and the move to modularization are gaining promising traction but are still too early stage to give us confidence that the company can exceed its long-term growth targets without near-term volatility.\" \nAdditionally, William Blair sees the expiration of the lock-up period later this week as likely to dramatically increase the supply of Palantir stock and bring the price down.\nCredit Suisse Looks For Evidence Behind Palantir's Goals: Fiscal year margin guidance was not provided in Palantir's report, calling into question the sustainability of recent margin expansion, Zelnick said in a note.\nDespite Palantir's long-term guidance, the analyst said he wants evidence of leading indicators to gain comfort in the company's ability to achieve that goal.\n\"With shares trading at 35x EV/CYE 22 rev., (4x premium to high growth software) and 80% of the float becoming free to trade on 2/18, we remain Underperform.\"\nPLTR Price Action:  At last check, Palantir shares were advancing 2.8% to $28.62. \nRelated Link: Morgan Stanley Downgrades Palantir, Says Risk/Reward Paradigm Shifts Decidedly Negative \nA screenshot of Palantir software.","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316513514,"gmtCreate":1611936961538,"gmtModify":1704866347656,"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561177669869635","idStr":"3561177669869635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>mmp","listText":"<a 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