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- BrummmBrummm
  ·2021-02-18
  Wow
  Why Ark's Cathie Wood is so bullish on space: Costs are coming down dramatically
  KEY POINTS The space industry is undergoing a change paradigm that Ark Invest's Cathie Wood believe
  Why Ark's Cathie Wood is so bullish on space: Costs are coming down dramatically
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- BrummmBrummm
  ·2021-02-18
  Good to read
  Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
  The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.Takeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The fourth quarter of 2020 was a big quarter for the S&P 500, and investors were likely intere
  Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios
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- BrummmBrummm
  ·2021-02-17
  good read
  PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.
  Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s. Shares of
  PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.
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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Ark's Cathie Wood is so bullish on space: Costs are coming down dramatically\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/17/ark-invests-cathie-wood-is-excited-about-the-private-space-race.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nThe space industry is undergoing a change paradigm that Ark Invest's Cathie Wood believes is dramatically opening the sector to investment opportunities.\n\"The costs associated with ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/17/ark-invests-cathie-wood-is-excited-about-the-private-space-race.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF"},"source_url":"https://www.cnbc.com/2021/02/17/ark-invests-cathie-wood-is-excited-about-the-private-space-race.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1185319622","content_text":"KEY POINTS\n\nThe space industry is undergoing a change paradigm that Ark Invest's Cathie Wood believes is dramatically opening the sector to investment opportunities.\n\"The costs associated with launching, with rockets themselves, with antenna – they're all coming down dramatically, thanks to both the private and the public sector,\" Wood said on CNBC's \"ETF Edge\" on Wednesday\nArk Invest last month revealed that it is preparing to launch a space exploration ETF, under the ticker ARKX.\n\nThe space industry is undergoing a change paradigm that Ark Invest's Cathie Wood believes is dramatically opening the sector to investment opportunities.\n\"The costs associated with launching, with rockets themselves, with antenna – they're all coming down dramatically, thanks to both the private and the public sector,\" Wood said on CNBC's\"ETF Edge\"on Wednesday.\nWood believes in the growth of the private side of the industry – naming the billionairesElon Musk,Jeff BezosandRichard Branson, who have their respective space companies SpaceX, Blue Origin,Virgin Galacticand Virgin Orbit – and added that she thinks that \"has really helped NASA out\" in terms of bringing down costs and adding capabilities.\n\"On the technology side we see SpaceX and Blue Origin pushing the envelope, so costs are coming down and the technology is finally ready,\" Wood added.\nArk Invest last month revealed that it is preparing to launch a space exploration ETF, under the ticker ARKX. Word of the new space ETF had a swift impact on the limited number of public companies in the sector, withshares of pure-play space companies rallying the day after an Ark securities filing about the ETF was made public — as well as the stocks of two SPACs, or special purpose acquisition vehicles, which are looking to take space companies public.\nWood declined to comment on the coming ARKX fund, noting that she couldn't yet say anything about her firm's plans.\n\"We're in the quiet period when it comes to the fund itself. You have to wait until the SEC deems it effective,\" Wood said.\nReusing rockets is the 'only way' to get to Mars\nWood especially highlighted the work that Musk's SpaceX has done to develop reusable rockets, with the company now landing and re-launching rocket boosters with consistency. SpaceX is working on developing a next-generation rocket called Starship, to fulfill Musk's vision of building a rocket that is capable of regular flights – similar to an airplane.\n\"Many people were saying: 'Why is he doing that?'\" Wood said. \"Now we know the only way [Musk] is going to be able to get to Mars, or whoever the first people are. We are going to need reusable rockets.\"\nSpaceX has successfully launched multiple Starship prototypes, landing them safely after short flights to about 500 feet altitude. But its two most recent high-altitude flights, despite passing multiple development milestones, exploded on impact during attempted landings.Despite the explosive endings to the last two flights, SpaceX has viewed the launches as steps forward in the rocket's development.\nMusk three years ago estimated that the Starship project will cost SpaceX about $5 billion to develop. The companylast week closed its latest round of fundraising, CNBC reported on Tuesday, bringing in $850 million in new capital at a valuation of about $74 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384839773,"gmtCreate":1613636591192,"gmtModify":1704882979073,"author":{"id":"3572300816516140","authorId":"3572300816516140","name":"Brummm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572300816516140","authorIdStr":"3572300816516140"},"themes":[],"htmlText":"Good to read","listText":"Good to read","text":"Good to read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384839773","repostId":"1162528908","repostType":4,"repost":{"id":"1162528908","kind":"news","pubTimestamp":1613615803,"share":"https://ttm.financial/m/news/1162528908?lang=&edition=fundamental","pubTime":"2021-02-18 10:36","market":"us","language":"en","title":"Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1162528908","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.Takeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The fourth quarter of 2020 was a big quarter for the S&P 500, and investors were likely intere","content":"<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p><p><b>Takeaways From 13F Season:</b>Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The fourth quarter of 2020 was a big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into 2021.</p><p>Google parent Alphabet has the attention of fund managers in Q4, with Tepper and Klarman selling and Soros buying.</p><p>Auto stocks have been hot in the market, and Cooperman was buying General Motors on the strength while Soros was taking profits.</p><p>Buffett took huge new positions in Verizon and Chevron, both of which pay dividend yields above 4.4%. Buffett also reduced exposure to bank stocks in the quarter, selling Wells Fargo, JPMorgan, M&amp;T and PNC.</p><p>Several fund managers traded ETFs to play particular themes. Tepper bet on the Energy Sector by buying the XLE fund while Soros made a big bet on emerging markets by buying the EEM fund.</p><p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p><p><b>David Einhorn’s Greenlight Capital</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Danimer Scientific Inc</b></li><li><b>Fubotv Inc</b></li><li><b>Concentrix Corp</b></li><li><b>Dillard's, Inc.</b></li><li><b>Sonos Inc</b></li><li><b>Consol Energy Inc</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Intel Corporation</b></li><li><b>Jack in the Box Inc.</b></li><li><b>AerCap Holdings N.V.</b></li></ul><p><b>David Tepper’s Appaloosa Management</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Amazon.com, Inc.</b></li><li><b>Occidental Petroleum Corporation</b></li><li><b>Energy Select Sector SPDR Fund</b></li><li><b>QUALCOMM, Inc.</b></li><li><b>Facebook, Inc.</b></li><li><b>Microsoft Corporation</b></li><li><b>Twitter Inc</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>PG&amp;E Corporation</b></li><li><b>Micron Technology, Inc.</b></li><li><b>AT&amp;T Inc.</b>T 2.07%</li><li><b>Alibaba Group Holding Ltd - ADR</b></li><li><b>Alphabet, Inc.</b></li><li><b>Netflix Inc</b></li></ul><p><b>Leon Cooperman’s Omega Advisors</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Mp Materials Corp</b></li><li><b>General Motors Company</b></li><li><b>Barings BDC Inc</b></li><li><b>Energy Transfer LP Unit</b></li><li><b>Comcast Corporation</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>AMC NETWORKS INC</b></li></ul><p><b>Barry Rosenstein’s Jana Partners</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Laboratory Corp. of America Holdings</b></li><li><b>W R Grace &amp; Co</b></li><li><b>Tegna Inc.</b></li><li><b>TreeHouse Foods Inc.</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Callaway Golf Co</b></li></ul><p><b>Jeff Smith’s Starboard Value</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>ON Semiconductor</b></li><li><b>ACI Worldwide</b></li><li><b>Corteva</b></li><li><b>NortonLifeLock</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Advance Auto Parts</b></li><li><b>ComScore</b></li></ul><p><b>Warren Buffett’s Berkshire Hathaway</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Verizon Communications Inc.</b></li><li><b>Merck &amp; Co., Inc.</b></li><li><b>AbbVie Inc</b></li><li><b>T-Mobile Us Inc</b></li><li><b>Chevron Corporation</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Apple Inc</b></li><li><b>Wells Fargo &amp; Co</b></li><li><b>Barrick Gold Corp</b></li><li><b>M&amp;T Bank Corporation</b></li><li><b>PNC Financial Services Group Inc</b></li><li><b>Pfizer Inc.</b></li><li><b>JPMorgan Chase &amp; Co.</b></li></ul><p><b>George Soros’ Soros Fund Management</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Quantumscape Corp</b></li><li><b>iShares MSCI Emerging Markets ETF</b></li><li><b>Walt Disney Co</b></li><li><b>Amazon.com, Inc.</b></li><li><b>Nike Inc</b></li><li><b>Uber Technologies Inc</b></li><li><b>Alphabet Inc</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Draftkings Inc</b></li><li><b>General Motors Company</b></li></ul><p><b>Carl Icahn’s Icahn Capital</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Icahn Enterprises LP Common Stock</b></li><li><b>Bausch Health Companies Inc</b></li><li><b>Dana Inc</b></li><li><b>Xerox Holdings Corp</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Cheniere Energy, Inc.</b></li><li><b>Tenneco Inc</b></li></ul><p><b>Bill Ackman’s Pershing Square Capital</b></p><p>Notable Q4 Buys/Increases:</p><p>(none)</p><p>Notable Q4 Sells/Reductions:</p><ul><li><b>Starbucks Corporation</b></li><li><b>Restaurant Brands International Inc</b></li><li><b>Lowe’s Companies Inc</b></li><li><b>Agilent Technologies Inc</b></li><li><b>Hilton Hotels Corporation</b></li></ul><p><b>Seth Klarman’s Baupost Group</b></p><p>Notable Q4 Buys/Increases:</p><ul><li><b>Intel Corporation</b></li><li><b>Marathon Petroleum Corp</b></li><li><b>Facebook, Inc.</b></li><li><b>eBay Inc</b></li></ul><p>Notable Q4 Sells/Reductions:</p><ul><li><b>CBS Corporation</b></li><li><b>HP Inc</b></li><li><b>Fox Corp</b></li><li><b>Alphabet, Inc.</b></li></ul>","source":"lsy1606299360108","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>Q4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQ4 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/02/19709791/q4-13f-roundup-how-buffett-einhorn-ackman-and-others-adjusted-their-portfolios><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.Takeaways ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/02/19709791/q4-13f-roundup-how-buffett-einhorn-ackman-and-others-adjusted-their-portfolios\">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.benzinga.com/news/21/02/19709791/q4-13f-roundup-how-buffett-einhorn-ackman-and-others-adjusted-their-portfolios","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162528908","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.Takeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The fourth quarter of 2020 was a big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into 2021.Google parent Alphabet has the attention of fund managers in Q4, with Tepper and Klarman selling and Soros buying.Auto stocks have been hot in the market, and Cooperman was buying General Motors on the strength while Soros was taking profits.Buffett took huge new positions in Verizon and Chevron, both of which pay dividend yields above 4.4%. Buffett also reduced exposure to bank stocks in the quarter, selling Wells Fargo, JPMorgan, M&T and PNC.Several fund managers traded ETFs to play particular themes. Tepper bet on the Energy Sector by buying the XLE fund while Soros made a big bet on emerging markets by buying the EEM fund.Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.David Einhorn’s Greenlight CapitalNotable Q4 Buys/Increases:Danimer Scientific IncFubotv IncConcentrix CorpDillard's, Inc.Sonos IncConsol Energy IncNotable Q4 Sells/Reductions:Intel CorporationJack in the Box Inc.AerCap Holdings N.V.David Tepper’s Appaloosa ManagementNotable Q4 Buys/Increases:Amazon.com, Inc.Occidental Petroleum CorporationEnergy Select Sector SPDR FundQUALCOMM, Inc.Facebook, Inc.Microsoft CorporationTwitter IncNotable Q4 Sells/Reductions:PG&E CorporationMicron Technology, Inc.AT&T Inc.T 2.07%Alibaba Group Holding Ltd - ADRAlphabet, Inc.Netflix IncLeon Cooperman’s Omega AdvisorsNotable Q4 Buys/Increases:Mp Materials CorpGeneral Motors CompanyBarings BDC IncEnergy Transfer LP UnitComcast CorporationNotable Q4 Sells/Reductions:AMC NETWORKS INCBarry Rosenstein’s Jana PartnersNotable Q4 Buys/Increases:Laboratory Corp. of America HoldingsW R Grace & CoTegna Inc.TreeHouse Foods Inc.Notable Q4 Sells/Reductions:Callaway Golf CoJeff Smith’s Starboard ValueNotable Q4 Buys/Increases:ON SemiconductorACI WorldwideCortevaNortonLifeLockNotable Q4 Sells/Reductions:Advance Auto PartsComScoreWarren Buffett’s Berkshire HathawayNotable Q4 Buys/Increases:Verizon Communications Inc.Merck & Co., Inc.AbbVie IncT-Mobile Us IncChevron CorporationNotable Q4 Sells/Reductions:Apple IncWells Fargo & CoBarrick Gold CorpM&T Bank CorporationPNC Financial Services Group IncPfizer Inc.JPMorgan Chase & Co.George Soros’ Soros Fund ManagementNotable Q4 Buys/Increases:Quantumscape CorpiShares MSCI Emerging Markets ETFWalt Disney CoAmazon.com, Inc.Nike IncUber Technologies IncAlphabet IncNotable Q4 Sells/Reductions:Draftkings IncGeneral Motors CompanyCarl Icahn’s Icahn CapitalNotable Q4 Buys/Increases:Icahn Enterprises LP Common StockBausch Health Companies IncDana IncXerox Holdings CorpNotable Q4 Sells/Reductions:Cheniere Energy, Inc.Tenneco IncBill Ackman’s Pershing Square CapitalNotable Q4 Buys/Increases:(none)Notable Q4 Sells/Reductions:Starbucks CorporationRestaurant Brands International IncLowe’s Companies IncAgilent Technologies IncHilton Hotels CorporationSeth Klarman’s Baupost GroupNotable Q4 Buys/Increases:Intel CorporationMarathon Petroleum CorpFacebook, Inc.eBay IncNotable Q4 Sells/Reductions:CBS CorporationHP IncFox CorpAlphabet, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385731639,"gmtCreate":1613575152621,"gmtModify":1704882321298,"author":{"id":"3572300816516140","authorId":"3572300816516140","name":"Brummm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572300816516140","authorIdStr":"3572300816516140"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385731639","repostId":"1109567373","repostType":4,"repost":{"id":"1109567373","kind":"news","pubTimestamp":1613557874,"share":"https://ttm.financial/m/news/1109567373?lang=&edition=fundamental","pubTime":"2021-02-17 18:31","market":"us","language":"en","title":"PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109567373","media":"Barrons","summary":"Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s.\nShares of ","content":"<p>Investors can’t get enough of&nbsp;PayPal Holdings,pushing its market value past&nbsp;Mastercard‘s.</p>\n<p>Shares of PayPal (ticker: PYPL) have rocketed 31% this year, including a 2.7% gain on Tuesday, to around $306. PayPal’s market value is now $359 billion.Mastercard‘s equity, meanwhile, was worth $339 billion at recent prices around $341.</p>\n<p>Mastercard (MA) andVisa(V), the two major card-processing networks, have been hurt by a slowdown in payment volumes related to the pandemic, particularly in highly profitable cross-border transactions. Both stocks are down around 4% this year and are largely flat over the past 52 weeks.</p>\n<p>PayPal, on the other hand, got a lift as the pandemic sent shoppers online and fueled a surge in digital payments. The company is also developing new revenue streams, aiming to become a digital payments “super app,” expanding into everything from Bitcoin to in-store QR-codes, international money transfers, and new peer-to-peer (P2P) services.</p>\n<p>PayPal outlined its five-year strategy in a presentation to investors last week. And some analysts were clearly impressed. Lisa Ellis of MoffettNathanson raised her price target on the stock to $350, reflecting a variety of sources of growth.</p>\n<p>Just about every facet of the business may bepoisedto double over the next five years. PayPal expects to have 750 million active accounts by 2025, up from 377 million now. It sees total payments volume expanding at a 25% annualized rate, reaching $2.8 trillion by 2025.&nbsp; Revenues are expected to hit more than $50 billion, up from an estimated $25.6 billion this year.</p>\n<p>PayPal also expects to boost adjusted operating margins from 25% to 28%, and sees earnings per share rising an average 22% a year. It’s planning to generate $40 billion in free cash flow over the next five years, targeting 30% to 40% for share repurchases.</p>\n<p>As Ellis points out, PayPal has several stepping stones to hit those targets. One is a new service called Buy Now Pay Later, an interest-free installment plan for consumer purchases. The service is gaining traction, with $750 million of transaction volume in the fourth quarter.</p>\n<p>Anothergrowth driveris cryptocurrencies. PayPal users can now buy and store Bitcoin and other cryptocurrencies on its app. The company aims to allow crypto to be used as a funding source with the 28 million merchants on its platform, acting as a middleman between consumers and businesses. Bitcoinhit a record$50,000 on Tuesday, up 75% this year, and it appears to be driving greater usage of PayPal, which could ultimately lead to higher average revenue per customer.</p>\n<p>PayPal also aims to use its Venmo P2P service as a platform for consumer-to-business payments. And PayPal is making inroads with brick-and-mortar merchants through QR technology for contactless payments in stores.</p>\n<p>Does all of this warrant a higher market value and a steep premium to Mastercard stock? The card network is actually expected to lift revenue and profits at a faster pace in fiscal 2021, according to Ellis, growing revenue 21.7% versus 19% for PayPal. She also sees Mastercard’s earnings per share rising 33.3% versus 17.5% for PayPal’s.</p>\n<p>But the five-year outlook is clearly more favorable for PayPal, with revenue rising 21% a year, compared with 15% for Mastercard, and earnings compounding at a 22% rate, versus 17% for Mastercard.</p>\n<p>The question is whether PayPal’s valuation is getting too rich. At 67 times estimated 2021 per-share earnings, PayPal stock is trading nearly three times more expensive than the S&amp;P 500’s P/E ratio of 23 times earnings. Mastercard goes for 42 times 2021 earnings.</p>\n<p>Nonetheless, Wall Street can’t seem to catch up with PayPal’s fast-rising stock. The average target for the stock price is $309, less than 2% above the recent level.</p>\n<p>“You have to appreciate the earnings power in the model,” says Wedbush analyst Moshe Katri, who maintained a $300 target on the stock after the presentation last week. “The more they’re able to expand user engagement and get to point where users keep going back and using its products, the more the user fees can go up.”</p>\n<p>Whether that means the stock can keep climbing will depend on how quickly it can turn into the super-app that Wall Street has come to expect.</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>PayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.</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\">\nPayPal Is Now Worth More Than Mastercard. Why It May Extend Its Lead.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-17 18:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/paypal-is-now-worth-more-than-mastercard-why-it-may-extend-its-lead-51613506791?mod=hp_DAY_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s.\nShares of PayPal (ticker: PYPL) have rocketed 31% this year, including a 2.7% gain on Tuesday, to around $306....</p>\n\n<a href=\"https://www.barrons.com/articles/paypal-is-now-worth-more-than-mastercard-why-it-may-extend-its-lead-51613506791?mod=hp_DAY_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","MA":"万事达"},"source_url":"https://www.barrons.com/articles/paypal-is-now-worth-more-than-mastercard-why-it-may-extend-its-lead-51613506791?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109567373","content_text":"Investors can’t get enough of PayPal Holdings,pushing its market value past Mastercard‘s.\nShares of PayPal (ticker: PYPL) have rocketed 31% this year, including a 2.7% gain on Tuesday, to around $306. PayPal’s market value is now $359 billion.Mastercard‘s equity, meanwhile, was worth $339 billion at recent prices around $341.\nMastercard (MA) andVisa(V), the two major card-processing networks, have been hurt by a slowdown in payment volumes related to the pandemic, particularly in highly profitable cross-border transactions. Both stocks are down around 4% this year and are largely flat over the past 52 weeks.\nPayPal, on the other hand, got a lift as the pandemic sent shoppers online and fueled a surge in digital payments. The company is also developing new revenue streams, aiming to become a digital payments “super app,” expanding into everything from Bitcoin to in-store QR-codes, international money transfers, and new peer-to-peer (P2P) services.\nPayPal outlined its five-year strategy in a presentation to investors last week. And some analysts were clearly impressed. Lisa Ellis of MoffettNathanson raised her price target on the stock to $350, reflecting a variety of sources of growth.\nJust about every facet of the business may bepoisedto double over the next five years. PayPal expects to have 750 million active accounts by 2025, up from 377 million now. It sees total payments volume expanding at a 25% annualized rate, reaching $2.8 trillion by 2025.  Revenues are expected to hit more than $50 billion, up from an estimated $25.6 billion this year.\nPayPal also expects to boost adjusted operating margins from 25% to 28%, and sees earnings per share rising an average 22% a year. It’s planning to generate $40 billion in free cash flow over the next five years, targeting 30% to 40% for share repurchases.\nAs Ellis points out, PayPal has several stepping stones to hit those targets. One is a new service called Buy Now Pay Later, an interest-free installment plan for consumer purchases. The service is gaining traction, with $750 million of transaction volume in the fourth quarter.\nAnothergrowth driveris cryptocurrencies. PayPal users can now buy and store Bitcoin and other cryptocurrencies on its app. The company aims to allow crypto to be used as a funding source with the 28 million merchants on its platform, acting as a middleman between consumers and businesses. Bitcoinhit a record$50,000 on Tuesday, up 75% this year, and it appears to be driving greater usage of PayPal, which could ultimately lead to higher average revenue per customer.\nPayPal also aims to use its Venmo P2P service as a platform for consumer-to-business payments. And PayPal is making inroads with brick-and-mortar merchants through QR technology for contactless payments in stores.\nDoes all of this warrant a higher market value and a steep premium to Mastercard stock? The card network is actually expected to lift revenue and profits at a faster pace in fiscal 2021, according to Ellis, growing revenue 21.7% versus 19% for PayPal. She also sees Mastercard’s earnings per share rising 33.3% versus 17.5% for PayPal’s.\nBut the five-year outlook is clearly more favorable for PayPal, with revenue rising 21% a year, compared with 15% for Mastercard, and earnings compounding at a 22% rate, versus 17% for Mastercard.\nThe question is whether PayPal’s valuation is getting too rich. At 67 times estimated 2021 per-share earnings, PayPal stock is trading nearly three times more expensive than the S&P 500’s P/E ratio of 23 times earnings. Mastercard goes for 42 times 2021 earnings.\nNonetheless, Wall Street can’t seem to catch up with PayPal’s fast-rising stock. The average target for the stock price is $309, less than 2% above the recent level.\n“You have to appreciate the earnings power in the model,” says Wedbush analyst Moshe Katri, who maintained a $300 target on the stock after the presentation last week. “The more they’re able to expand user engagement and get to point where users keep going back and using its products, the more the user fees can go up.”\nWhether that means the stock can keep climbing will depend on how quickly it can turn into the super-app that Wall Street has come to expect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}