Profile - To The Moon

Benojp

Posts · 14Posts · 14
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- BenojpBenojp
  ·12-09
  The Wheel Strategy
  Find out more here:The Wheel Strategy The wheel strategy is a popular options trading strategy ...
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  The Wheel Strategy
- BenojpBenojp
  ·06-25
  $NVIDIA Corp(NVDA)$
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- BenojpBenojp
  ·2022-10-31
  Good for long term
  Ford Slashes Prices of Mustang Mach-E in China
  Ford has slashed the price of its Mustang Mach-E models in China by as much as RMB 28K, CnEVPost rep
  Ford Slashes Prices of Mustang Mach-E in China
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- BenojpBenojp
  ·2022-04-14
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  Alibaba Group: Unjustifiably Cheap
  Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely bee
  Alibaba Group: Unjustifiably Cheap
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- BenojpBenojp
  ·2021-07-28
  $Apple(AAPL)$in the long run, apple is worth it
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- BenojpBenojp
  ·2021-07-26
  $Tyme Technologies, Inc.(TYME)$wait what's the sudden jump
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- BenojpBenojp
  ·2021-06-15
  $Tyme Technologies, Inc.(TYME)$ to the moon
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- BenojpBenojp
  ·2021-04-06
  $Gold Standard Ventures(GSV)$:/
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- BenojpBenojp
  ·2021-03-04
  CCIV let's go
  Why It's Time to Go All-In on These 3 Revolutionary Stocks
  The companies with game-changing technology are often the best growth picks.
  Why It's Time to Go All-In on These 3 Revolutionary Stocks
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- BenojpBenojp
  ·2021-02-17
  $Churchill Capital Corp IV(CCIV)$omw to $100
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Wheel Strategy","htmlText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly90dG0uZmluYW5jaWFsL20vcG9zdC8yODA3MTQxMjQ0MjMyMjQ/dXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2tpbj0xJmVkaXRpb249ZnVuZGFtZW50YWwmc2hhcmVJRD1iNjIyYzY3OGM4Zjk5ODNkZjg3Mjk3OWY5N2ExOWViYSZpbnZpdGU9WVUwNURZJmxhbmc9ZW5fVVMmcGxhdGZvcm09YW5kcm9pZA==\">The Wheel Strategy</a> The wheel strategy is a popular options trading strategy ...","listText":"Find out more here:<a href=\"https://tigr.link/to?data=aHR0cHM6Ly90dG0uZmluYW5jaWFsL20vcG9zdC8yODA3MTQxMjQ0MjMyMjQ/dXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmc2tpbj0xJmVkaXRpb249ZnVuZGFtZW50YWwmc2hhcmVJRD1iNjIyYzY3OGM4Zjk5ODNkZjg3Mjk3OWY5N2ExOWViYSZpbnZpdGU9WVUwNURZJmxhbmc9ZW5fVVMmcGxhdGZvcm09YW5kcm9pZA==\">The Wheel Strategy</a> The wheel strategy is a popular options trading strategy ...","text":"Find out more here:The Wheel Strategy The wheel strategy is a popular options trading strategy ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379610553360784","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320454336970880,"gmtCreate":1719268953091,"gmtModify":1719369466999,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320454336970880","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982551152,"gmtCreate":1667217284676,"gmtModify":1676537879009,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"Good for long term","listText":"Good for long term","text":"Good for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982551152","repostId":"2279807192","repostType":2,"repost":{"id":"2279807192","kind":"highlight","pubTimestamp":1667214969,"share":"https://ttm.financial/m/news/2279807192?lang=&edition=fundamental","pubTime":"2022-10-31 19:16","market":"us","language":"en","title":"Ford Slashes Prices of Mustang Mach-E in China","url":"https://stock-news.laohu8.com/highlight/detail?id=2279807192","media":"seekingalpha","summary":"Ford has slashed the price of its Mustang Mach-E models in China by as much as RMB 28K, CnEVPost rep","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/F\">Ford</a> has slashed the price of its Mustang Mach-E models in China by as much as RMB 28K, CnEVPost reported on Monday.</p><p>According to an announcement from the company&#39;s China EV division, the entire Ford Mustang Mach-E lineup will undergo a price adjustment starting Oct. 31, 2022.</p><p>The Mach-E, which comes in four versions, will be priced between RMB 249,900 to RMB 369,900, down from the previous range of RMB 275,900 to RMB 389,900.</p><p>The price adjustments come after <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> also cut prices in the country. The Mach-E is a competitor to Tesla&#39;s Model Y.</p><p>Tesla (TSLA) lowered prices of its Model 3 and Model Y range in China with the entry-level cost going down from RMB 316,900 to RMB 288,900.</p><p>Ford shares were down around 1% in premarket hours</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>Ford Slashes Prices of Mustang Mach-E in China</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\">\nFord Slashes Prices of Mustang Mach-E in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 19:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3897601-ford-slashes-prices-of-mustang-mach-e-in-china><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford has slashed the price of its Mustang Mach-E models in China by as much as RMB 28K, CnEVPost reported on Monday.According to an announcement from the company's China EV division, the entire Ford ...</p>\n\n<a href=\"https://seekingalpha.com/news/3897601-ford-slashes-prices-of-mustang-mach-e-in-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://seekingalpha.com/news/3897601-ford-slashes-prices-of-mustang-mach-e-in-china","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2279807192","content_text":"Ford has slashed the price of its Mustang Mach-E models in China by as much as RMB 28K, CnEVPost reported on Monday.According to an announcement from the company's China EV division, the entire Ford Mustang Mach-E lineup will undergo a price adjustment starting Oct. 31, 2022.The Mach-E, which comes in four versions, will be priced between RMB 249,900 to RMB 369,900, down from the previous range of RMB 275,900 to RMB 389,900.The price adjustments come after Tesla also cut prices in the country. The Mach-E is a competitor to Tesla's Model Y.Tesla (TSLA) lowered prices of its Model 3 and Model Y range in China with the entry-level cost going down from RMB 316,900 to RMB 288,900.Ford shares were down around 1% in premarket hours","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080461101,"gmtCreate":1649906645593,"gmtModify":1676534604489,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"like&nbsp;","listText":"like&nbsp;","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080461101","repostId":"2227610161","repostType":4,"repost":{"id":"2227610161","kind":"news","pubTimestamp":1649904118,"share":"https://ttm.financial/m/news/2227610161?lang=&edition=fundamental","pubTime":"2022-04-14 10:41","market":"us","language":"en","title":"Alibaba Group: Unjustifiably Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2227610161","media":"seekingalpha","summary":"Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely bee","content":"<html><head></head><body><h2>Investment thesis</h2><p>Alibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely been news-driven and fear-driven in the past year or so. It has faced quite a few uncertainties: fines, anti-trust regulations, and so on.</p><p>Under the above background, you will see that the thesis here is really simple - the stock price has become disconnected from the business fundamentals. The stock has actually become unjustifiable cheap now according to the so-call Buffett’s 10x pretax rule. As to be detailed later, if you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond and enjoys a 10% annualized return. And if you get a business that offers ANY growth, you will have a large chance of a double-digit return compounding for a long time.</p><p>In BABA’s case:</p><ul><li>It is currently for sale at around 7x pretax earnings when adjusted for its cash positions, and it will not stagnate forever. To the contrary, BABA stands best poised to benefit from our world’s e-commerce movement, particularly in the Asian-Pacific region, the center of the movement.</li><li>The downside is further protected by Beijing’s vows to stabilize the market and its $25B repurchase program. When Beijing announced its support pledges on Mar 16 to stabilize the market and stimulate the economy, BABA stock price rallied by almost 37% during that single day on large trading volume. Also, it just upsized the repurchase program to $25B from $15B, almost 8% of its current market cap. Such a sizable repurchase, at its current undervaluation, will be very effective and accreditive to boosting shareholder returns.</li><li>In the longer term, BABA is well poised to benefit from the world’s unstoppable shift to e-commerce. And the center of the upcoming shift will be centered in the Asia-Pacific region, where BABA is well-poised to benefit.</li></ul><p>Before we dive in, let me also make two quick clarifications:</p><ul><li>All the subsequent analyses are made based on a per ADR basis, and there are 8 ordinary shares in each BABA ADR.</li><li>All the financial data used in the rest of this article are either taken from the most recent <a href=\"https://laohu8.com/S/VALU\">Value Line</a> reports or from Seeking Alpha.</li></ul><h2>Buffett&#39;s 10x Pretax Rule</h2><p>If you&#39;re a devout Buffett cultist like this author, you must have noticed or heard that the grandmaster paid ~10x pretax earnings for many of his largest and best deals. The list is a really long <a href=\"https://laohu8.com/S/AONE.U\">one</a>, ranging from Coca-Cola (KO), American Express (AXP), Wells Fargo (WFC), Walmart (WFC), Burlington Northern, and of course the more recent AAPL purchase.</p><p>As detailed in my other earlier writings, it is not a coincidence that most of his best and largest investment success is from buying businesses at 10x pretax earnings, because:</p><blockquote><ul><li><i>Buying an average business that stagnates forever at 10x pretax would already provide a 10% pretax earnings yield, directly comparable to a 10% yield bond.</i></li><li><i>In case you get to buy an above-average business (like BABA here) at 10x pretax, then any growth would be a bonus on top of the 10% yield above, leading to a double-digit return.</i></li></ul></blockquote><p>As seen from the chart below, the market now presents BABA as such an opportunity. The following chart shows the price history of BABA and its 10x pretax earnings plus its cash position (since it has a sizable cash position). Pretax earnings are also referred to as &#34;EBT,&#34; Earnings Before Taxes, in this article.</p><p>As seen, for a business like BABA, the price should be high above 10x EBT, as it has been in the past. But during the recent market overaction, the price now is actually close to the 7x EBT as seen (again correctly for cash)!</p><p><img src=\"https://static.tigerbbs.com/1bfc77bfc14d10e64ed3130dae7ce72c\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: author based on Seeking Alpha data</p><p>So, in this case, even if BABA stagnates forever, by paying 7x pretax, the investment would already provide a 14% pretax earnings yield, directly comparable to a 14% yield bond. And to be seen next, BABA has an excellent prospect to grow also.</p><p>As also detailed in my earlier writings, a strong warning is in order here:</p><blockquote><ul><li><i>I am NOT suggesting you go out and start buying every/any stock that is below 10x EBT. As investors, we face many risks. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> of the major risks are A) quality risk or value trap, i.e., paying a bargain price for something of horrible quality, and B) valuation risk, i.e., paying too much for something of superb quality. The 10x pretax rule is mainly to avoid the type B risk AFTER the type A risk has been eliminated already.</i></li><li><i>Then how do we eliminate type A risks? I look for three things primarily. First, the business should have not an existential issue in the long run. However, in the end, this is largely a subjective judgment. Second, the business should have no existential issue in the short run either. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And finally, the business should have a decent chance to grow its earnings in the long term (and estimate the so-call perpetual growth rate). This will be a plus. </i></li></ul></blockquote><p>So with this framework, let’s examine BABA more closely.</p><h2>BABA: does it have any existential issue?</h2><p>I really do not see any existential issue for BABA either in the short run or the long run. I will just be brief and go through my thought process here and then move on to focus on the growth perspective.</p><p>Existential issues, in the long run, are largely subjective judgments. If some of us even entertain the possibility that BABA would have trouble surviving, the root of our concern is probably the Chinese government. My judgment is that the Chinese government will not only not let BABA fall, but will also work with BABA to make sure it continues to prosper. I have traveled extensively in China and read extensively about its recent history. The current regulatory shock waves are nothing new historically. They&#39;ve happened before (even at a larger scale and with stronger intensity) and will happen again most likely. As for BABA, it&#39;s reached a status of too big to fail, and also at the same time, too good to fail. It is in the Chinese government&#39;s best interest to keep it alive and thrive - which leads me to the next point.</p><p>And I interpret the following recent developments as supporting evidence to my above view:</p><ul><li>I view the announcement back in Sept 2021, that BABA will invest RMB100 billion (about $15.5B) in the Chinese Common Prosperity fund as a key positive step. To me, this announcement shows convincingly that a path forward is being worked out for BABA - and it is a peaceful path that is nothing like what the market has feared.</li><li>Then, in 2021, Charlie Munger doubled his position twice, which also seems to support my above view. With Munger&#39;s long track record as a disciplined and long-term investor, he must have no doubt at all about the long-term staying power of BABA.</li><li>Finally, more recently, on March 16 this year, Beijing announced its support pledges to stabilize the market and stimulate the economy. BABA stock price rallied by almost 37% during that single day on large trading volumes. Furthermore, the progress made by the Chinese and U.S. on their audit dispute provides another potential catalyst. To me, it is a no brainer that both sides recognize effective and sustainable cooperation is in the best interests of the capital markets of both countries and also global investors.</li></ul><p>Short-term existential issues are a lot easier. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And BABA certainly does not have any of these issues at all.</p><p>Just take a look at the following snapshot of its capital allocations in the recent year. The picture is really simple here: BABA earns a load of cash organically from its operations – even considering its fines, commitment to the common prosperity fund, and potential tax rate raises. And it does not need to spend much. Just take a look at its finances in recent years. It generates more than $30B of operating income per year in recent years. BABA is effective debt-free (its debt interest expenses are merely $0.5B).</p><p>BABA does not pay a dividend. And its CapEx is only about $6.4B, about 20% of its operating income. When we expand our horizon a bit wider and examine its capital allocation over the past a few years, the picture does not change that much, as shown in the next chart.</p><p><img src=\"https://static.tigerbbs.com/4a637c746ef348d145d928b0e224e6d5\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: author and Seeking Alpha.</p><h2>BABA: what is its growth potential?</h2><p>It is an unstopped trend that our world is moving toward e-commerce. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon, the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come.</p><p>As you can see from the following chart, the global e-commerce penetration has been in steady and rapid increase. The e-commerce penetration has almost doubled from its 10.5% level in 2016 to the current level of 20.2% in merely 4 years, a CAGR of nearly 19%.</p><p>However, the current e-commerce rate is still ONLY at about 20%. Meaning 80% of the commerce is still currently conducted off-line. Global retail e-commerce sales have reached $4.2 trillion in 2020. And they are projected to almost double by 2026, reaching $7.4 trillion of revenues to the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come.</p><p><img src=\"https://static.tigerbbs.com/e271c687c95ab08e5cf7556e5b89eff6\" tg-width=\"640\" tg-height=\"498\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Digital Commerce 360</p><p>And the center of the remaining movement will be in the Asia-Pacific region, where BABA is well-poised to benefit. In a nutshell, even by as early as 2023 – in about 2 years time, that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.</p><p>As shown in the next chart below, the total retail e-commerce in the Asia-Pacific region should reach $1.4 trillion US dollars by 2023. In contrast, the total retail e-commerce by the rest of the world would be about $1.3 trillion only. In relative terms, by 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world.</p><p>The secular trends driving such distribution include: (1) the dominant portion of the world population residing in the Asia-Pacific regions; (2) the rapid urbanization and technological advancements in those regions; (3) more than 85% of new middle-class growth residing in the Asian-Pacific region; and (4) lastly, the incentive from the government and also the initiatives from the private sector (such as in China and Indian) to accelerate the transition to e-commerce.</p><p><img src=\"https://static.tigerbbs.com/1486d07c6db80e8162346142a6238b00\" tg-width=\"640\" tg-height=\"564\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Shopify.</p><h2>A reality check shows asymmetric return/risk profiles</h2><p>Finally, what I always like to do is a reality check as shown in the chart below. It is essentially a back of the envelope calculation to estimate what is the growth rate and valuation required to deliver a target ROI over the next few years, say, 5 or 10 years. And see if such growth rate and valuation can pass a common-sense test.</p><p>As an example to provide a tutorial to read this chart, if we require a 10% annual ROI, represented by the black horizontal line (10% annual return translates to 160% total return in 10 years because 1.1^10=260%), the growth rate will have to be about exactly 10% if the valuation ratio does not change from its current level (i.e., 7x EBT) – something we all know already. And if the valuation contracts to 5x EBT as shown by the green line, the growth rate would have to be about 13.5% to deliver the required 10% ROI.</p><p>With the above background, we can see that the current valuation easily passes the reality check. In particular, investment here enjoys a large margin of safety from several factors:</p><p>1. A large gap between market perception and fundamentals. As seen, under the current valuation, we are very likely to enjoy double-digit returns even if growth is not double-digit. To put things into perspective, BABA&#39;s recent “slowed” growth rate is still 20%+. And the secular trend can easily support a double-digit e-commerce growth in the next decade.</p><p>2. A very compressed valuation. If you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond already. At BABA’s current 7x pretax valuation, even when growth slows all the way to 6% AND valuation further contracts (say to 5x EBT, the lowest point historically), the investment still won’t lose money.</p><p><img src=\"https://static.tigerbbs.com/a9a236fffc1bad448c896bef258eff2e\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: author.</p><h2>Risks</h2><p>First, there&#39;s always the risk that the Chinese government could confiscate foreign investments in BABA if they decide those investments under the VIE structure are illegal. This is very unlikely to me for so many reasons. </p><p>Second, the ongoing Chinese-U.S. negotiations on the audit disputes still face uncertain outcomes. I am optimistic that eventually an agreement will be reached; however, the path may be long and tortuous. However, in case it fails, there is a chance that BABA could be delisted from the US stock market. Delisting Chinese stocks has just happened recently (the DIDI case, for example). Although, even if BABA stock indeed ended up delisted, that would not necessarily lead to a total loss of capital (again, see the DIDI case as an example).</p><h2>Conclusion and final thoughts</h2><p>The recent market overreaction presents an opportunity to buy a great company that is having temporary trouble while it is still on the operating table – as Buffett and Munger have done so masterfully in the past. The thesis of this article is, therefore, really simple – companies like BABA should never be priced below 10x EBT as it is now.</p><p>The current pricing is such that BABA is valued significantly below 10x pretax earnings. And as a result,</p><ul><li>Even buying an average business that stagnates forever at such a valuation would already provide a doubt-digit return.</li><li>Yet, BABA is anything but an average business that will stagnate forever. BABA stands best poised to benefit from the world’s movement towards e-commerce and especially the Asian-Pacific momentum. To put things into perspective, BABA&#39;s recent “slowed” growth rate is still 20%+ YoY. And the global secular trend, especially in the Asian Pacific region, can easily support a double-digit e-commerce growth in the next decade.</li><li>The margin of safety is so thick here that even when growth slows all the way to 6% AND valuation further contracts to 5x EBT (the lowest level historically), the investment would still make a small profit and won’t lose money.</li></ul></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>Alibaba Group: Unjustifiably Cheap</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\">\nAlibaba Group: Unjustifiably Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501278-alibaba-group-unjustifiably-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely been news-driven and fear-driven in the past year or so. It has faced quite a few uncertainties: fines,...</p>\n\n<a href=\"https://seekingalpha.com/article/4501278-alibaba-group-unjustifiably-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4207":"综合性银行","AXP":"美国运通","BK4502":"阿里概念","BK4505":"高瓴资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","WFC":"富国银行","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4177":"软饮料","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BABA":"阿里巴巴","BK4575":"芯片概念","BABAF":"Alibaba Group Holding Limited","BK4558":"双十一","KO":"可口可乐","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4538":"云计算","BK4501":"段永平概念","BK4527":"明星科技股","BK4166":"消费信贷","09988":"阿里巴巴-W","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售"},"source_url":"https://seekingalpha.com/article/4501278-alibaba-group-unjustifiably-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2227610161","content_text":"Investment thesisAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) stock price has largely been news-driven and fear-driven in the past year or so. It has faced quite a few uncertainties: fines, anti-trust regulations, and so on.Under the above background, you will see that the thesis here is really simple - the stock price has become disconnected from the business fundamentals. The stock has actually become unjustifiable cheap now according to the so-call Buffett’s 10x pretax rule. As to be detailed later, if you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond and enjoys a 10% annualized return. And if you get a business that offers ANY growth, you will have a large chance of a double-digit return compounding for a long time.In BABA’s case:It is currently for sale at around 7x pretax earnings when adjusted for its cash positions, and it will not stagnate forever. To the contrary, BABA stands best poised to benefit from our world’s e-commerce movement, particularly in the Asian-Pacific region, the center of the movement.The downside is further protected by Beijing’s vows to stabilize the market and its $25B repurchase program. When Beijing announced its support pledges on Mar 16 to stabilize the market and stimulate the economy, BABA stock price rallied by almost 37% during that single day on large trading volume. Also, it just upsized the repurchase program to $25B from $15B, almost 8% of its current market cap. Such a sizable repurchase, at its current undervaluation, will be very effective and accreditive to boosting shareholder returns.In the longer term, BABA is well poised to benefit from the world’s unstoppable shift to e-commerce. And the center of the upcoming shift will be centered in the Asia-Pacific region, where BABA is well-poised to benefit.Before we dive in, let me also make two quick clarifications:All the subsequent analyses are made based on a per ADR basis, and there are 8 ordinary shares in each BABA ADR.All the financial data used in the rest of this article are either taken from the most recent Value Line reports or from Seeking Alpha.Buffett's 10x Pretax RuleIf you're a devout Buffett cultist like this author, you must have noticed or heard that the grandmaster paid ~10x pretax earnings for many of his largest and best deals. The list is a really long one, ranging from Coca-Cola (KO), American Express (AXP), Wells Fargo (WFC), Walmart (WFC), Burlington Northern, and of course the more recent AAPL purchase.As detailed in my other earlier writings, it is not a coincidence that most of his best and largest investment success is from buying businesses at 10x pretax earnings, because:Buying an average business that stagnates forever at 10x pretax would already provide a 10% pretax earnings yield, directly comparable to a 10% yield bond.In case you get to buy an above-average business (like BABA here) at 10x pretax, then any growth would be a bonus on top of the 10% yield above, leading to a double-digit return.As seen from the chart below, the market now presents BABA as such an opportunity. The following chart shows the price history of BABA and its 10x pretax earnings plus its cash position (since it has a sizable cash position). Pretax earnings are also referred to as \"EBT,\" Earnings Before Taxes, in this article.As seen, for a business like BABA, the price should be high above 10x EBT, as it has been in the past. But during the recent market overaction, the price now is actually close to the 7x EBT as seen (again correctly for cash)!Source: author based on Seeking Alpha dataSo, in this case, even if BABA stagnates forever, by paying 7x pretax, the investment would already provide a 14% pretax earnings yield, directly comparable to a 14% yield bond. And to be seen next, BABA has an excellent prospect to grow also.As also detailed in my earlier writings, a strong warning is in order here:I am NOT suggesting you go out and start buying every/any stock that is below 10x EBT. As investors, we face many risks. Two of the major risks are A) quality risk or value trap, i.e., paying a bargain price for something of horrible quality, and B) valuation risk, i.e., paying too much for something of superb quality. The 10x pretax rule is mainly to avoid the type B risk AFTER the type A risk has been eliminated already.Then how do we eliminate type A risks? I look for three things primarily. First, the business should have not an existential issue in the long run. However, in the end, this is largely a subjective judgment. Second, the business should have no existential issue in the short run either. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And finally, the business should have a decent chance to grow its earnings in the long term (and estimate the so-call perpetual growth rate). This will be a plus. So with this framework, let’s examine BABA more closely.BABA: does it have any existential issue?I really do not see any existential issue for BABA either in the short run or the long run. I will just be brief and go through my thought process here and then move on to focus on the growth perspective.Existential issues, in the long run, are largely subjective judgments. If some of us even entertain the possibility that BABA would have trouble surviving, the root of our concern is probably the Chinese government. My judgment is that the Chinese government will not only not let BABA fall, but will also work with BABA to make sure it continues to prosper. I have traveled extensively in China and read extensively about its recent history. The current regulatory shock waves are nothing new historically. They've happened before (even at a larger scale and with stronger intensity) and will happen again most likely. As for BABA, it's reached a status of too big to fail, and also at the same time, too good to fail. It is in the Chinese government's best interest to keep it alive and thrive - which leads me to the next point.And I interpret the following recent developments as supporting evidence to my above view:I view the announcement back in Sept 2021, that BABA will invest RMB100 billion (about $15.5B) in the Chinese Common Prosperity fund as a key positive step. To me, this announcement shows convincingly that a path forward is being worked out for BABA - and it is a peaceful path that is nothing like what the market has feared.Then, in 2021, Charlie Munger doubled his position twice, which also seems to support my above view. With Munger's long track record as a disciplined and long-term investor, he must have no doubt at all about the long-term staying power of BABA.Finally, more recently, on March 16 this year, Beijing announced its support pledges to stabilize the market and stimulate the economy. BABA stock price rallied by almost 37% during that single day on large trading volumes. Furthermore, the progress made by the Chinese and U.S. on their audit dispute provides another potential catalyst. To me, it is a no brainer that both sides recognize effective and sustainable cooperation is in the best interests of the capital markets of both countries and also global investors.Short-term existential issues are a lot easier. This can be quite reliably and objectively evaluated based on the cash flow and debt coverage. And BABA certainly does not have any of these issues at all.Just take a look at the following snapshot of its capital allocations in the recent year. The picture is really simple here: BABA earns a load of cash organically from its operations – even considering its fines, commitment to the common prosperity fund, and potential tax rate raises. And it does not need to spend much. Just take a look at its finances in recent years. It generates more than $30B of operating income per year in recent years. BABA is effective debt-free (its debt interest expenses are merely $0.5B).BABA does not pay a dividend. And its CapEx is only about $6.4B, about 20% of its operating income. When we expand our horizon a bit wider and examine its capital allocation over the past a few years, the picture does not change that much, as shown in the next chart.Source: author and Seeking Alpha.BABA: what is its growth potential?It is an unstopped trend that our world is moving toward e-commerce. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon, the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come.As you can see from the following chart, the global e-commerce penetration has been in steady and rapid increase. The e-commerce penetration has almost doubled from its 10.5% level in 2016 to the current level of 20.2% in merely 4 years, a CAGR of nearly 19%.However, the current e-commerce rate is still ONLY at about 20%. Meaning 80% of the commerce is still currently conducted off-line. Global retail e-commerce sales have reached $4.2 trillion in 2020. And they are projected to almost double by 2026, reaching $7.4 trillion of revenues to the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come.Source: Digital Commerce 360And the center of the remaining movement will be in the Asia-Pacific region, where BABA is well-poised to benefit. In a nutshell, even by as early as 2023 – in about 2 years time, that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.As shown in the next chart below, the total retail e-commerce in the Asia-Pacific region should reach $1.4 trillion US dollars by 2023. In contrast, the total retail e-commerce by the rest of the world would be about $1.3 trillion only. In relative terms, by 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world.The secular trends driving such distribution include: (1) the dominant portion of the world population residing in the Asia-Pacific regions; (2) the rapid urbanization and technological advancements in those regions; (3) more than 85% of new middle-class growth residing in the Asian-Pacific region; and (4) lastly, the incentive from the government and also the initiatives from the private sector (such as in China and Indian) to accelerate the transition to e-commerce.Source: Shopify.A reality check shows asymmetric return/risk profilesFinally, what I always like to do is a reality check as shown in the chart below. It is essentially a back of the envelope calculation to estimate what is the growth rate and valuation required to deliver a target ROI over the next few years, say, 5 or 10 years. And see if such growth rate and valuation can pass a common-sense test.As an example to provide a tutorial to read this chart, if we require a 10% annual ROI, represented by the black horizontal line (10% annual return translates to 160% total return in 10 years because 1.1^10=260%), the growth rate will have to be about exactly 10% if the valuation ratio does not change from its current level (i.e., 7x EBT) – something we all know already. And if the valuation contracts to 5x EBT as shown by the green line, the growth rate would have to be about 13.5% to deliver the required 10% ROI.With the above background, we can see that the current valuation easily passes the reality check. In particular, investment here enjoys a large margin of safety from several factors:1. A large gap between market perception and fundamentals. As seen, under the current valuation, we are very likely to enjoy double-digit returns even if growth is not double-digit. To put things into perspective, BABA's recent “slowed” growth rate is still 20%+. And the secular trend can easily support a double-digit e-commerce growth in the next decade.2. A very compressed valuation. If you pay 10x pretax and bought a business that stagnates forever, you would have bought a 10% yielding bond already. At BABA’s current 7x pretax valuation, even when growth slows all the way to 6% AND valuation further contracts (say to 5x EBT, the lowest point historically), the investment still won’t lose money.Source: author.RisksFirst, there's always the risk that the Chinese government could confiscate foreign investments in BABA if they decide those investments under the VIE structure are illegal. This is very unlikely to me for so many reasons. Second, the ongoing Chinese-U.S. negotiations on the audit disputes still face uncertain outcomes. I am optimistic that eventually an agreement will be reached; however, the path may be long and tortuous. However, in case it fails, there is a chance that BABA could be delisted from the US stock market. Delisting Chinese stocks has just happened recently (the DIDI case, for example). Although, even if BABA stock indeed ended up delisted, that would not necessarily lead to a total loss of capital (again, see the DIDI case as an example).Conclusion and final thoughtsThe recent market overreaction presents an opportunity to buy a great company that is having temporary trouble while it is still on the operating table – as Buffett and Munger have done so masterfully in the past. The thesis of this article is, therefore, really simple – companies like BABA should never be priced below 10x EBT as it is now.The current pricing is such that BABA is valued significantly below 10x pretax earnings. And as a result,Even buying an average business that stagnates forever at such a valuation would already provide a doubt-digit return.Yet, BABA is anything but an average business that will stagnate forever. BABA stands best poised to benefit from the world’s movement towards e-commerce and especially the Asian-Pacific momentum. To put things into perspective, BABA's recent “slowed” growth rate is still 20%+ YoY. And the global secular trend, especially in the Asian Pacific region, can easily support a double-digit e-commerce growth in the next decade.The margin of safety is so thick here that even when growth slows all the way to 6% AND valuation further contracts to 5x EBT (the lowest level historically), the investment would still make a small profit and won’t lose money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803706997,"gmtCreate":1627461231119,"gmtModify":1703490406950,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>in the long run, apple is worth it&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>in the long run, apple is worth it&nbsp;","text":"$Apple(AAPL)$in the long run, apple is worth it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803706997","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800295278,"gmtCreate":1627303635394,"gmtModify":1703487139366,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TYME\">$Tyme Technologies, Inc.(TYME)$</a>wait what's the sudden jump","listText":"<a href=\"https://laohu8.com/S/TYME\">$Tyme Technologies, Inc.(TYME)$</a>wait what's the sudden jump","text":"$Tyme Technologies, Inc.(TYME)$wait what's the sudden jump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800295278","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187571291,"gmtCreate":1623760548913,"gmtModify":1703818407055,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TYME\">$Tyme Technologies, Inc.(TYME)$</a> to the moon&nbsp;","listText":"<a href=\"https://laohu8.com/S/TYME\">$Tyme Technologies, Inc.(TYME)$</a> to the moon&nbsp;","text":"$Tyme Technologies, Inc.(TYME)$ to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187571291","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343952827,"gmtCreate":1617671599769,"gmtModify":1704701591190,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSV\">$Gold Standard Ventures(GSV)$</a>:/","listText":"<a href=\"https://laohu8.com/S/GSV\">$Gold Standard Ventures(GSV)$</a>:/","text":"$Gold Standard Ventures(GSV)$:/","images":[{"img":"https://static.tigerbbs.com/76402f9d360fc79141ba589c5e15ca0d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343952827","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364640931,"gmtCreate":1614850217623,"gmtModify":1704775989907,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"CCIV let's go","listText":"CCIV let's go","text":"CCIV let's go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364640931","repostId":"2116549848","repostType":2,"repost":{"id":"2116549848","kind":"news","pubTimestamp":1614700800,"share":"https://ttm.financial/m/news/2116549848?lang=&edition=fundamental","pubTime":"2021-03-03 00:00","market":"us","language":"en","title":"Why It's Time to Go All-In on These 3 Revolutionary Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2116549848","media":"Zhiyuan Sun","summary":"The companies with game-changing technology are often the best growth picks.","content":"<html><body><span>\n<p>For investors looking for highly innovative firms with asymmetrical risk-reward profiles -- the hunt is over. <strong>Virgin<span> Galatic Holdings</span></strong><span> <span>(NYSE:SPCE)</span>, </span><strong><span>CRISPR Therapeutics</span></strong><span> <span>(NASDAQ:CRSP)</span>, and </span><strong><span><a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a></span></strong><span> <span>(NYSE:CCIV)</span> are three stocks that have returned between 56% and 193% over the past 12 months alone. The rallies are quite spectacular, considering the </span><strong><span>S&amp;P 500</span></strong><span> only returned 16% over the same period.</span></p>\n<p><span>Holding onto a large stake in these fimscan pay off handsomely years down the line for investors who act boldly today. Today, let's look at why a commercial space travel company, a gene therapy biotech, and an electric vehicle (EV) manufacturer are among the most revolutionary stocks to buy now.</span></p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F615855%2Fgettyimages-969437946.jpg&amp;w=700&amp;op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/615855/gettyimages-969437946.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/615855/gettyimages-969437946.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/615855/gettyimages-969437946.jpg&amp;w=2000&amp;op=resize 2000w\"/>\n<p>Image source: Getty Images</p>\n</div>\n<h2><span>1. Virgin Galactic</span></h2>\n<p><span>With no sales, more than $273 million in net losses, and a market cap of $8.7 billion, billionaire Richard Branson's space leisure company, Virgin Galactic, may be a surprising addition to this list. The reason for its inclusion is simple -- ambition. </span></p>\n<p><span>Right now, the company is looking to offer space flights to an orbital level two to three times higher than the International Space Station's current trajectory. Wealthy individuals would be able to enjoy a breath-taking view of the entire planet in zero gravity for a hefty price of $250,000 per person per flight. Believe it or not, at least 1,000 people have already signed up -- meaning the company already has close to $250 million in future revenue in the bag. </span></p>\n<p><span>Surprisingly enough, recreational space travel hasn't been feasible in the past, mainly due to economic reasons rather than technological barriers. Back in the 1970s, it would cost more than $18,500 to send <a href=\"https://laohu8.com/S/AONE\">one</a> kilogram of payload into space. By 2019, that number had fallen to just $2,720. </span></p><div></div>\n<p><span>In the beginning, governments would fund astronomical programs with hundreds or thousands of private contractors bidding on parts of the spacecraft itself. Hence, each component was subject to heavy profit markups in addition to the massive bureaucratic resources needed to coordinate across companies, but the U.S. government gladly footed the bill. It was in everyone's interest not to let the Soviet Union win the Space Race. Back then, space travel was more or less motivated by the need to stop the spread of communism, and little attention to was paid to the actual costs of the program. </span></p>\n<p><span>Nowadays, private aerospace firms like Virgin Galactic build their spacecraft using their own in-house parts and staff, dramatically reducing costs. I would not be surprised if commercial space travel became widespread within the next three decades. At the moment though, the tech is still emerging, and it'd be hard to convince clients to pay half a million dollars for another space ride after the first. For these reasons, <a href=\"https://laohu8.com/S/AONE.U\">one</a> can safely buy and hold a large stake in this maverick exploration company, but have to hold <em>for the long term</em>. </span></p>\n<h2><span>2. CRISPR Therapeutics</span></h2>\n<p><span>CRISPR Therapeutics is at the forefront of treating various types of cancer and hereditary blood disorders via immuno- and gene therapy. Each year, about 360,000 babies worldwide are born with either sickle cell disease (SCD) or beta thalassemia. In the case of the former, the disease distorts the shape of patients' hemoglobin. This, in turn, can cause a life-threatening condition called a vaso-occlusive crisis (VOC), in which irregular-shaped red blood cells clump up and constrict blood vessels. Beta thalassemia can significantly reduce a patients' level of hemoglobin. </span><span>Patients who suffer from either condition require frequent blood transfusions and hospitalization. There is no cure for the two disorders aside from a bone marrow transplant.</span></p>\n<p><span>But CRISPR Therapeutics might be coming to the rescue. In phase 1/2 clinical trials, patients who received its CTX001 gene therapy transfusion saw their hemoglobin levels return to normal, were free of VOCs, and no longer depended on transfusions. </span><span>Additionally, the company's CTX110 immunotherapy managed to eliminate tumor activity completely in 4 out of 11 patients with lymphoma. The patients all had advanced-stage cancer and went through two to five different therapies before enrolling in CTX110 trials. </span></p><div></div>\n<p><span>At the moment, pharma companies that make drugs to treat SCD are valued at upwards of $3 billion, while biotechs that successfully advance immunotherapies to market could see up to $21 billion in valuation. Given CRISPR Therapeutics' $9.9 billion market cap, the stock still has quite a bit to go before it might be considered overvalued. The company also has more than $1.69 billion in cash with just $348.9 million per year in losses. Given the strength of its science and its financial health, this is one biotech that's sure to add wealth to your portfolio. </span></p>\n<h2><span>3. <a href=\"https://laohu8.com/S/CCC.U\">Churchill Capital</a> IV</span></h2>\n<p><span>Churchill Capital IV is a special purpose acquisition company (SPAC) that will bring luxury EV manufacturer Lucid Motors public. The deal will be finalized in the second quarter of this year. </span></p>\n<p><span>Before then, buying shares of Churchill Capital IV will be the only way to go long on Lucid Motors. For a premium of $69,600, affluent EV enthusiasts will be able to purchase Lucid Motors' signature vehicle, Lucid Air. This car will have a range of more than 500 miles, an acceleration time of 2.5 seconds to go from 0 mph to 60 mph, and a 20-minute charge time to reach 60% battery capacity. Those specifications can match or beat </span><strong><span>Tesla</span></strong><span><strong>'s</strong> EVs, especially in terms of maximum range. </span></p>\n<p><span>The Lucid Air is set to launch by the end of the year or in early 2022. Lucid Motors has already received over 7,500 reservations for it -- and it only costs $300 to reserve a car. Assuming that all of its potential clients will fulfill their pledge, the company could have over $650 million in revenue on the table next year.</span></p><div></div>\n<p><span>The acquisition will also value Lucid Motors at $11.75 billion and infuse it with $4.5 billion in cash. With the new capital, Lucid Motors expects to bring in $2.22 billion in sales next year and grow that number to a stunning $22.8 billion by 2026. It hopes to turn a profit by 2025. </span></p>\n<p><span>The company can already manufacture 34,000 cars per year and aims to expand that number to 365,000 by opening new facilities. If you are looking for a game changer in the EV sector, Lucid Motors is a great bet. It is only trading for 5.3 times its 2022 revenue, much lower than the 6.8 times to 12.9 times multiple its peers are priced at. Given the discount, I wouldn't be afraid of putting a good chunk of money into the stock. </span></p>\n</span></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>Why It's Time to Go All-In on These 3 Revolutionary 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; 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\">\nWhy It's Time to Go All-In on These 3 Revolutionary Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-03 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/03/why-its-time-to-go-all-in-on-these-3-revolutionary/><strong>Zhiyuan Sun</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For investors looking for highly innovative firms with asymmetrical risk-reward profiles -- the hunt is over. Virgin Galatic Holdings (NYSE:SPCE), CRISPR Therapeutics (NASDAQ:CRSP), and Churchill ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/03/why-its-time-to-go-all-in-on-these-3-revolutionary/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/03/why-its-time-to-go-all-in-on-these-3-revolutionary/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116549848","content_text":"For investors looking for highly innovative firms with asymmetrical risk-reward profiles -- the hunt is over. Virgin Galatic Holdings (NYSE:SPCE), CRISPR Therapeutics (NASDAQ:CRSP), and Churchill Capital Corp IV (NYSE:CCIV) are three stocks that have returned between 56% and 193% over the past 12 months alone. The rallies are quite spectacular, considering the S&P 500 only returned 16% over the same period.\nHolding onto a large stake in these fimscan pay off handsomely years down the line for investors who act boldly today. Today, let's look at why a commercial space travel company, a gene therapy biotech, and an electric vehicle (EV) manufacturer are among the most revolutionary stocks to buy now.\n\nImage source: Getty Images\n\n1. Virgin Galactic\nWith no sales, more than $273 million in net losses, and a market cap of $8.7 billion, billionaire Richard Branson's space leisure company, Virgin Galactic, may be a surprising addition to this list. The reason for its inclusion is simple -- ambition. \nRight now, the company is looking to offer space flights to an orbital level two to three times higher than the International Space Station's current trajectory. Wealthy individuals would be able to enjoy a breath-taking view of the entire planet in zero gravity for a hefty price of $250,000 per person per flight. Believe it or not, at least 1,000 people have already signed up -- meaning the company already has close to $250 million in future revenue in the bag. \nSurprisingly enough, recreational space travel hasn't been feasible in the past, mainly due to economic reasons rather than technological barriers. Back in the 1970s, it would cost more than $18,500 to send one kilogram of payload into space. By 2019, that number had fallen to just $2,720. \nIn the beginning, governments would fund astronomical programs with hundreds or thousands of private contractors bidding on parts of the spacecraft itself. Hence, each component was subject to heavy profit markups in addition to the massive bureaucratic resources needed to coordinate across companies, but the U.S. government gladly footed the bill. It was in everyone's interest not to let the Soviet Union win the Space Race. Back then, space travel was more or less motivated by the need to stop the spread of communism, and little attention to was paid to the actual costs of the program. \nNowadays, private aerospace firms like Virgin Galactic build their spacecraft using their own in-house parts and staff, dramatically reducing costs. I would not be surprised if commercial space travel became widespread within the next three decades. At the moment though, the tech is still emerging, and it'd be hard to convince clients to pay half a million dollars for another space ride after the first. For these reasons, one can safely buy and hold a large stake in this maverick exploration company, but have to hold for the long term. \n2. CRISPR Therapeutics\nCRISPR Therapeutics is at the forefront of treating various types of cancer and hereditary blood disorders via immuno- and gene therapy. Each year, about 360,000 babies worldwide are born with either sickle cell disease (SCD) or beta thalassemia. In the case of the former, the disease distorts the shape of patients' hemoglobin. This, in turn, can cause a life-threatening condition called a vaso-occlusive crisis (VOC), in which irregular-shaped red blood cells clump up and constrict blood vessels. Beta thalassemia can significantly reduce a patients' level of hemoglobin. Patients who suffer from either condition require frequent blood transfusions and hospitalization. There is no cure for the two disorders aside from a bone marrow transplant.\nBut CRISPR Therapeutics might be coming to the rescue. In phase 1/2 clinical trials, patients who received its CTX001 gene therapy transfusion saw their hemoglobin levels return to normal, were free of VOCs, and no longer depended on transfusions. Additionally, the company's CTX110 immunotherapy managed to eliminate tumor activity completely in 4 out of 11 patients with lymphoma. The patients all had advanced-stage cancer and went through two to five different therapies before enrolling in CTX110 trials. \nAt the moment, pharma companies that make drugs to treat SCD are valued at upwards of $3 billion, while biotechs that successfully advance immunotherapies to market could see up to $21 billion in valuation. Given CRISPR Therapeutics' $9.9 billion market cap, the stock still has quite a bit to go before it might be considered overvalued. The company also has more than $1.69 billion in cash with just $348.9 million per year in losses. Given the strength of its science and its financial health, this is one biotech that's sure to add wealth to your portfolio. \n3. Churchill Capital IV\nChurchill Capital IV is a special purpose acquisition company (SPAC) that will bring luxury EV manufacturer Lucid Motors public. The deal will be finalized in the second quarter of this year. \nBefore then, buying shares of Churchill Capital IV will be the only way to go long on Lucid Motors. For a premium of $69,600, affluent EV enthusiasts will be able to purchase Lucid Motors' signature vehicle, Lucid Air. This car will have a range of more than 500 miles, an acceleration time of 2.5 seconds to go from 0 mph to 60 mph, and a 20-minute charge time to reach 60% battery capacity. Those specifications can match or beat Tesla's EVs, especially in terms of maximum range. \nThe Lucid Air is set to launch by the end of the year or in early 2022. Lucid Motors has already received over 7,500 reservations for it -- and it only costs $300 to reserve a car. Assuming that all of its potential clients will fulfill their pledge, the company could have over $650 million in revenue on the table next year.\nThe acquisition will also value Lucid Motors at $11.75 billion and infuse it with $4.5 billion in cash. With the new capital, Lucid Motors expects to bring in $2.22 billion in sales next year and grow that number to a stunning $22.8 billion by 2026. It hopes to turn a profit by 2025. \nThe company can already manufacture 34,000 cars per year and aims to expand that number to 365,000 by opening new facilities. If you are looking for a game changer in the EV sector, Lucid Motors is a great bet. It is only trading for 5.3 times its 2022 revenue, much lower than the 6.8 times to 12.9 times multiple its peers are priced at. Given the discount, I wouldn't be afraid of putting a good chunk of money into the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385338522,"gmtCreate":1613503808966,"gmtModify":1704881387956,"author":{"id":"3569903561099444","authorId":"3569903561099444","name":"Benojp","avatar":"https://static.tigerbbs.com/4625c4675b66b4a5fe8783b9a7993730","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569903561099444","authorIdStr":"3569903561099444"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>omw to $100","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>omw to $100","text":"$Churchill Capital Corp IV(CCIV)$omw to $100","images":[{"img":"https://static.tigerbbs.com/ada52af68ce46179fc2432ea36699bb2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385338522","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}