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BENZY

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- BENZYBENZY
  ·2022-04-28
  $Apple(AAPL)$nice
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- BENZYBENZY
  ·2022-04-25
  $Apple(AAPL)$thoughts
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- BENZYBENZY
  ·2021-04-16
  Like and comment pls
  Blockchain stocks fell sharply in morning trading
  (April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public o
  Blockchain stocks fell sharply in morning trading
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- BENZYBENZY
  ·2021-04-16
  Nice post!
  Is Palantir Actually Overvalued?
  (April 15) Palantir fell nearlr 3% in Thursday morning trading.SummaryPalantir looks very expensive
  Is Palantir Actually Overvalued?
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- BENZYBENZY
  ·2021-04-16
  $NIO Inc.(NIO)$hold hold hold
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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>nice","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>nice","text":"$Apple(AAPL)$nice","images":[{"img":"https://community-static.tradeup.com/news/08f7dfe0e14bff3d7f3eb7cc3a11ae26","width":"1080","height":"3092"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060152739","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084534948,"gmtCreate":1650888737286,"gmtModify":1676534809236,"author":{"id":"3575373510906891","authorId":"3575373510906891","name":"BENZY","avatar":"https://community-static.tradeup.com/news/4b39f357e4640c602f1214bb2b5e5e31","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575373510906891","authorIdStr":"3575373510906891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>thoughts","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>thoughts","text":"$Apple(AAPL)$thoughts","images":[{"img":"https://community-static.tradeup.com/news/c7f8b80851fc8bbb0042b4f06f014f27","width":"1080","height":"2157"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084534948","isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347769929,"gmtCreate":1618531456461,"gmtModify":1704712230891,"author":{"id":"3575373510906891","authorId":"3575373510906891","name":"BENZY","avatar":"https://community-static.tradeup.com/news/4b39f357e4640c602f1214bb2b5e5e31","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575373510906891","authorIdStr":"3575373510906891"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/347769929","repostId":"1149662624","repostType":4,"repost":{"id":"1149662624","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618500244,"share":"https://ttm.financial/m/news/1149662624?lang=&edition=fundamental","pubTime":"2021-04-15 23:24","market":"us","language":"en","title":"Blockchain stocks fell sharply in morning  trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1149662624","media":"Tiger Newspress","summary":"(April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public o","content":"<p>(April 15)&nbsp;Blockchain stocks fell sharply in Thursday&nbsp;morning trading.</p><p><img src=\"https://static.tigerbbs.com/662e5f86840a67f9281f8677420ccc6a\" tg-width=\"312\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? 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You cantake a deep dive into how the crypto market worksbefore you make up your own mind.</p>","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>Blockchain stocks fell sharply in morning  trading</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\">\nBlockchain stocks fell sharply in morning  trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-15 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15)&nbsp;Blockchain stocks fell sharply in Thursday&nbsp;morning trading.</p><p><img src=\"https://static.tigerbbs.com/662e5f86840a67f9281f8677420ccc6a\" tg-width=\"312\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.</p><p>The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.</p><p>That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.</p><p>A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.</p><p>Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.</p><p>That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.</p><p>Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTCM":"BIT Mining","MARA":"Marathon Digital Holdings Inc","SOS":"SOS Limited","BTBT":"Bit Digital, Inc.","EBON":"亿邦国际","RIOT":"Riot Platforms","XNET":"迅雷"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149662624","content_text":"(April 15) Blockchain stocks fell sharply in Thursday morning trading.Why should Coinbase's public offering trigger a wave of falling share prices among Bitcoin miners and others with a heavy interest in rising Bitcoin prices? After all, this event has been widely advertised as an important turning point in the history of cryptocurrencies as a legit investment class. A well-heeled Coinbase could act as a stabilizing force in this volatile market and help traditional investors find their way into this new idea.The new stock surged more than 30% higher on day one, briefly touching a $100 billion market capitalization. This IPO checked all the boxes that were expected to support the generally positive pricing momentum for Bitcoin, Ethereum, and other leading crypto names. All of that should be good news for crypto miners and investors, too.That stabilizing effect can be bad news for some of the highest fliers in the cryptocurrency market, though. Marathon's stock has gained 9,600% over the last year, while Riot Blockchain soared 4,800% higher. Their massive gains were built around the idea of skyrocketing Bitcoin prices for the foreseeable future.A Bitcoin market with more influence from steady hands like a well-funded Coinbase may be good for the cryptocurrency's long-term value, but with less exciting gains in the near term. The same speculators who drove these stocks to the moon in recent months are reconsidering their tactics at this market crossroads.Coinbase raised nearly $3 billion in Wednesday's direct listing, bolstering a balance sheet that held just $4.9 billion of cash equivalents at the end of 2020. Most of that cash balance consisted of customers' custodial funds, which limits what Coinbase can do with it. The IPO may turn out to be a game-changing moment in the market history of cryptocurrencies.That should be an exciting thought for long-term investors who expect Bitcoin and other digital currencies to become a standard form of value storage, much like gold or government bonds are today. It could also be terrifying for short-sighted speculators who make their living onextreme volatility.Personally, I'm starting to think of my modest cryptocurrency holdings as serious long-term investments. Coinbase didn't drive me to that conclusion all by itself, but this IPO played a significant part in my thought process. You cantake a deep dive into how the crypto market worksbefore you make up your own mind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347787808,"gmtCreate":1618531384804,"gmtModify":1704712230067,"author":{"id":"3575373510906891","authorId":"3575373510906891","name":"BENZY","avatar":"https://community-static.tradeup.com/news/4b39f357e4640c602f1214bb2b5e5e31","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575373510906891","authorIdStr":"3575373510906891"},"themes":[],"htmlText":"Nice post!","listText":"Nice post!","text":"Nice post!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347787808","repostId":"1181372898","repostType":4,"repost":{"id":"1181372898","pubTimestamp":1618501265,"share":"https://ttm.financial/m/news/1181372898?lang=&edition=fundamental","pubTime":"2021-04-15 23:41","market":"us","language":"en","title":"Is Palantir Actually Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181372898","media":"seekingalpha","summary":"(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive","content":"<p>(April 15)&nbsp;Palantir fell nearlr 3%&nbsp;in Thursday&nbsp;morning  trading.</p><p><img src=\"https://static.tigerbbs.com/48094c753cf8466f8f6f524a7349fba1\" tg-width=\"658\" tg-height=\"395\"></p><p><b>Summary</b></p><ul><li>Palantir looks very expensive at first sight. But could that be justified?</li><li>The company looks a lot stronger than many other hyped-up growth stocks when it comes to margins, market positioning, etc.</li><li>We showcase ways to enter a position in Palantir at a more attractive price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/534db15a589a6170b395a97ae7d469e8\" tg-width=\"768\" tg-height=\"418\" referrerpolicy=\"no-referrer\"><span>Photo by wildpixel/iStock via Getty Images</span></p><p><b>Article Thesis</b></p><p>Palantir (PLTR), at 150 times this year's expected earnings, looks very expensive. But when we take a closer look, the price might be justified, as Palantir has a compelling ultra-long-term growth outlook due to a strong position in an absolute growth market. Despite a seemingly very high valuation, Palantir's shares could be a solid long-term investment.</p><p><b>Palantir Is Not A Typical Stock I Like</b></p><p>In general, I am mostly focused on dividend-paying stocks that trade at reasonable or cheap valuations, with some \"growth at a reasonable price\" (GARP) added in. Stocks trading at 100 times forward earnings, or even higher than that, are not at all typical of what I like to write about, and what I personally invest in. I have been quite critical of many stocks that trade at what I believe are too-high valuations. Nevertheless, I see Palantir as a stock that has a lot of potential in the long run, and that seems worthy of consideration, despite a seemingly very high valuation.</p><p>The reasoning for why I like Palantir, despite it trading at a quite high valuation, rests on three main pillars:</p><p><b>1. Palantir is active in an absolute growth market that will grow for decades</b></p><p>Big data, data analysis, and artificial intelligence are not short-term trends that will play out in a couple of years, but rather megatrends that will most likely become ever more important. 20 years from now, 30 years from now, and likely even farther in the future, big data and artificial intelligence will still be growth markets.</p><p><b>2. Palantir has a very clear industry leadership position</b></p><p>Many hyped-up growth companies are active in a highly fought-over market, oftentimes there is no clear, large moat for first-movers and current market leaders. I believe that in Palantir's case, that is not true. The company has developed a wide range of products and offerings for customers that are very unique, and where competition is not looking like a major concern. On top of that, Palantir has established very strong connections with government agencies and the military, which will be hard to replicate for eventual competitors. This does, I believe, result in a high likelihood that Palantir will not only be the leading player in the near term, but that it will retain this position for a long time. I personally am not so sure about the future leadership position of other current hyped-up leaders, including Tesla (TSLA) in EVs, Beyond Meat (BYND) in plant-based meat alternatives, etc.</p><p><b>3. The industry Palantir is active in has great characteristics</b></p><p>Big data and artificial intelligence are not only absolute growth markets, they also, as part of the software/service tech industry, offer a range of highly compelling characteristics. First, the software industry has, on average, very high gross and operating margins. This is, at least partially, the result of relatively low proportional costs, as there is no expensive manufacturing infrastructure needed.High gross margins&nbsp;are one of the common traits shared by companies that are able to deliver strong long-term share price gains.</p><p>The software industry is also capital extensive, which means that free cash flows, on average, are relatively high. There is no need to build out a lot of expensive infrastructure such as manufacturing plants, which translates into attractive free cash generation that can be used for tuck-in acquisitions, debt reduction, etc.</p><p>Third, the software industry overall is not cyclical. As software is an essential part of our daily lives and of doing business, customers don't scale back their use of software during a recession or any other type of crisis. In Palantir's case, where government agencies are a major customer, resilience is even stronger. Compared to many other growth industries, including EVs, renewable energy, etc. these very attractive traits are very pronounced for software companies, including Palantir. As an example of the attractiveness of Palantir's business mode, let's look at its gross margins versus those of other hyped growth stocks:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5c147cb9babf998cfd35649f4cad22\" tg-width=\"635\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Clearly, Palantir is in a class of its own compared to Tesla, Beyond Meat, Peloton (PTON), or Canadian Solar (CSIQ) (as a stand-in for most solar and renewable stocks).</p><p><b>Palantir's Valuation - How High Is It?</b></p><p>Looking at current earnings per share estimates for this year, which stand at $0.16, Palantir is trading for around 150 times this year's earnings. That is, of course, an extremely high valuation in absolute terms.</p><p>However, it should be considered that Palantir is just beginning to generate positive net profits. Shortly after breaking even, net profits can't be expected to be very high yet. But due to two key reasons, Palantir's earnings should grow meaningfully in coming years. First, the nature of the market the company is active in will allow for strong revenue growth going forward. On top of that, thanks to the fact that Palantir generates very high gross margins, each additional dollar of revenue that the company generates in the future should help a lot in improving profitability. When a company like Palantir adds $1 billion in additional sales, that will do a lot more for its bottom line compared to most other companies, that won't see profits grow as much due to lower margins.</p><p>Analysts are thus, not surprisingly, forecasting strong earnings per share growth over the next two years:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4a7db46186418a049678d1ecf17ff30\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Whereas Palantir trades for around 150 times this year's earnings, the stock trades for 118 times 2022's earnings, and for 97 times 2023's earnings. Those aren't low valuations at all, but it can make sense to look at how companies such as Netflix (NFLX) or Amazon (AMZN) were valued in their younger days.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c82732cfdc04638279f1d9e77e9c1e4\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p>Not too long ago, these companies were trading for 200-300 times net profits, despite having reached a much larger size already. Palantir, with stronger gross margins and a smaller size, is not trading for 200 or even 300 times net earnings. Since we all know that buying Amazon or Netflix five years ago was a great decision, Palantir's current valuation may indeed not be unreasonable.</p><p>When we assume that current estimates for 2023's net earnings are correct, and that Palantir will be able to grow its earnings per share by 25% a year through the 2020s, then net earnings would total $1.23 in 2030. Put a 35 times earnings multiple on that, and shares would be valued at $43, which would lead to annual returns of ~6%.</p><p>A 35 times earnings multiple may be on the conservative side still - after all, even a giant such as Amazon is trading at 72 times earnings today. Palantir may also be able to grow its earnings per share at a higher pace than 25% a year during the 2020s. Lastly, Palantir may be way more profitable in 2023 compared to what analysts are forecasting right now (after all, the company has&nbsp;easily beaten estimates&nbsp;in the past), which would lead to higher EPS in 2030 as well, assuming an unchanged growth rate. In a more bullish scenario, where Palantir earns $0.30 in 2023, grows its EPS by 30% a year through 2030 and trades at 40 times net earnings in 2030, the stock could be worth $75 nine years from now, delivering 200% in that scenario. I'm not saying that this will happen - no one can know that right now. But I believe that, with reasonable assumptions, it can be argued that Palantir's shares may not be all that overpriced right now.</p><p><b>How To Get Into Palantir At A Lower Price</b></p><p>For those that like the company, but that deem shares a little too expensive, selling covered calls or cash-secured puts could be an interesting choice. Due to a high implied volatility, option premiums are quite high. If you buy 100 shares at $25 and sell a $30 call with expiry in June 2022 at $6.30, you effectively entered a position at $18.70, or a 25% discount to the current price. There is a risk of shares getting called away, but even in that scenario, one would still generate a return of 45% ($36.30/$25) in 14 months, which would not at all be unattractive.</p><p>Similarly, entering a position via cash-secured puts (e.g. Jan 2022 puts with a strike price selling for$3.00right now) could be a way to get a sizeable discount versus the current share price.</p><p><b>Takeaway</b></p><p>At first sight, Palantir looks quite expensive, trading for around 150 times net earnings. But when we take a closer look, the above-average quality, strong growth outlook, and great market position, Palantir may well be worth its current price. I see it as one of the most favorable among the hyped-up growth stocks - which I see as overvalued in most cases - and believe that investors who buy Palantir's shares right here may very well do fine in the long run. I still believe that utilizing option strategies to enter a position at a lower effective price could be a good idea though, as this is highly rewarding thanks to very high option premiums.</p><p>Palantir looks quite expensive but unlike many other hyped-up names, it could be worth its current valuation, I believe. I believe that the stock is interesting for very long-term oriented investors that want to see Palantir's potential play out over the next decades.</p>","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>Is Palantir Actually Overvalued?</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\">\nIs Palantir Actually Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive at first sight. But could that be justified?The company looks a lot stronger than many other hyped-...</p>\n\n<a href=\"https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4419080-is-palantir-actually-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1181372898","content_text":"(April 15) Palantir fell nearlr 3% in Thursday morning  trading.SummaryPalantir looks very expensive at first sight. But could that be justified?The company looks a lot stronger than many other hyped-up growth stocks when it comes to margins, market positioning, etc.We showcase ways to enter a position in Palantir at a more attractive price.Photo by wildpixel/iStock via Getty ImagesArticle ThesisPalantir (PLTR), at 150 times this year's expected earnings, looks very expensive. But when we take a closer look, the price might be justified, as Palantir has a compelling ultra-long-term growth outlook due to a strong position in an absolute growth market. Despite a seemingly very high valuation, Palantir's shares could be a solid long-term investment.Palantir Is Not A Typical Stock I LikeIn general, I am mostly focused on dividend-paying stocks that trade at reasonable or cheap valuations, with some \"growth at a reasonable price\" (GARP) added in. Stocks trading at 100 times forward earnings, or even higher than that, are not at all typical of what I like to write about, and what I personally invest in. I have been quite critical of many stocks that trade at what I believe are too-high valuations. Nevertheless, I see Palantir as a stock that has a lot of potential in the long run, and that seems worthy of consideration, despite a seemingly very high valuation.The reasoning for why I like Palantir, despite it trading at a quite high valuation, rests on three main pillars:1. Palantir is active in an absolute growth market that will grow for decadesBig data, data analysis, and artificial intelligence are not short-term trends that will play out in a couple of years, but rather megatrends that will most likely become ever more important. 20 years from now, 30 years from now, and likely even farther in the future, big data and artificial intelligence will still be growth markets.2. Palantir has a very clear industry leadership positionMany hyped-up growth companies are active in a highly fought-over market, oftentimes there is no clear, large moat for first-movers and current market leaders. I believe that in Palantir's case, that is not true. The company has developed a wide range of products and offerings for customers that are very unique, and where competition is not looking like a major concern. On top of that, Palantir has established very strong connections with government agencies and the military, which will be hard to replicate for eventual competitors. This does, I believe, result in a high likelihood that Palantir will not only be the leading player in the near term, but that it will retain this position for a long time. I personally am not so sure about the future leadership position of other current hyped-up leaders, including Tesla (TSLA) in EVs, Beyond Meat (BYND) in plant-based meat alternatives, etc.3. The industry Palantir is active in has great characteristicsBig data and artificial intelligence are not only absolute growth markets, they also, as part of the software/service tech industry, offer a range of highly compelling characteristics. First, the software industry has, on average, very high gross and operating margins. This is, at least partially, the result of relatively low proportional costs, as there is no expensive manufacturing infrastructure needed.High gross margins are one of the common traits shared by companies that are able to deliver strong long-term share price gains.The software industry is also capital extensive, which means that free cash flows, on average, are relatively high. There is no need to build out a lot of expensive infrastructure such as manufacturing plants, which translates into attractive free cash generation that can be used for tuck-in acquisitions, debt reduction, etc.Third, the software industry overall is not cyclical. As software is an essential part of our daily lives and of doing business, customers don't scale back their use of software during a recession or any other type of crisis. In Palantir's case, where government agencies are a major customer, resilience is even stronger. Compared to many other growth industries, including EVs, renewable energy, etc. these very attractive traits are very pronounced for software companies, including Palantir. As an example of the attractiveness of Palantir's business mode, let's look at its gross margins versus those of other hyped growth stocks:Data by YChartsClearly, Palantir is in a class of its own compared to Tesla, Beyond Meat, Peloton (PTON), or Canadian Solar (CSIQ) (as a stand-in for most solar and renewable stocks).Palantir's Valuation - How High Is It?Looking at current earnings per share estimates for this year, which stand at $0.16, Palantir is trading for around 150 times this year's earnings. That is, of course, an extremely high valuation in absolute terms.However, it should be considered that Palantir is just beginning to generate positive net profits. Shortly after breaking even, net profits can't be expected to be very high yet. But due to two key reasons, Palantir's earnings should grow meaningfully in coming years. First, the nature of the market the company is active in will allow for strong revenue growth going forward. On top of that, thanks to the fact that Palantir generates very high gross margins, each additional dollar of revenue that the company generates in the future should help a lot in improving profitability. When a company like Palantir adds $1 billion in additional sales, that will do a lot more for its bottom line compared to most other companies, that won't see profits grow as much due to lower margins.Analysts are thus, not surprisingly, forecasting strong earnings per share growth over the next two years:Data by YChartsWhereas Palantir trades for around 150 times this year's earnings, the stock trades for 118 times 2022's earnings, and for 97 times 2023's earnings. Those aren't low valuations at all, but it can make sense to look at how companies such as Netflix (NFLX) or Amazon (AMZN) were valued in their younger days.Data by YChartsNot too long ago, these companies were trading for 200-300 times net profits, despite having reached a much larger size already. Palantir, with stronger gross margins and a smaller size, is not trading for 200 or even 300 times net earnings. Since we all know that buying Amazon or Netflix five years ago was a great decision, Palantir's current valuation may indeed not be unreasonable.When we assume that current estimates for 2023's net earnings are correct, and that Palantir will be able to grow its earnings per share by 25% a year through the 2020s, then net earnings would total $1.23 in 2030. Put a 35 times earnings multiple on that, and shares would be valued at $43, which would lead to annual returns of ~6%.A 35 times earnings multiple may be on the conservative side still - after all, even a giant such as Amazon is trading at 72 times earnings today. Palantir may also be able to grow its earnings per share at a higher pace than 25% a year during the 2020s. Lastly, Palantir may be way more profitable in 2023 compared to what analysts are forecasting right now (after all, the company has easily beaten estimates in the past), which would lead to higher EPS in 2030 as well, assuming an unchanged growth rate. In a more bullish scenario, where Palantir earns $0.30 in 2023, grows its EPS by 30% a year through 2030 and trades at 40 times net earnings in 2030, the stock could be worth $75 nine years from now, delivering 200% in that scenario. I'm not saying that this will happen - no one can know that right now. But I believe that, with reasonable assumptions, it can be argued that Palantir's shares may not be all that overpriced right now.How To Get Into Palantir At A Lower PriceFor those that like the company, but that deem shares a little too expensive, selling covered calls or cash-secured puts could be an interesting choice. Due to a high implied volatility, option premiums are quite high. If you buy 100 shares at $25 and sell a $30 call with expiry in June 2022 at $6.30, you effectively entered a position at $18.70, or a 25% discount to the current price. There is a risk of shares getting called away, but even in that scenario, one would still generate a return of 45% ($36.30/$25) in 14 months, which would not at all be unattractive.Similarly, entering a position via cash-secured puts (e.g. Jan 2022 puts with a strike price selling for$3.00right now) could be a way to get a sizeable discount versus the current share price.TakeawayAt first sight, Palantir looks quite expensive, trading for around 150 times net earnings. But when we take a closer look, the above-average quality, strong growth outlook, and great market position, Palantir may well be worth its current price. I see it as one of the most favorable among the hyped-up growth stocks - which I see as overvalued in most cases - and believe that investors who buy Palantir's shares right here may very well do fine in the long run. I still believe that utilizing option strategies to enter a position at a lower effective price could be a good idea though, as this is highly rewarding thanks to very high option premiums.Palantir looks quite expensive but unlike many other hyped-up names, it could be worth its current valuation, I believe. I believe that the stock is interesting for very long-term oriented investors that want to see Palantir's potential play out over the next decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347785683,"gmtCreate":1618531306442,"gmtModify":1704712226672,"author":{"id":"3575373510906891","authorId":"3575373510906891","name":"BENZY","avatar":"https://community-static.tradeup.com/news/4b39f357e4640c602f1214bb2b5e5e31","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575373510906891","authorIdStr":"3575373510906891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>hold hold hold","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>hold hold hold","text":"$NIO Inc.(NIO)$hold hold hold","images":[{"img":"https://static.tigerbbs.com/729d6391014f0fd3b83fccdc097b9eb7","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347785683","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}