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jaydon

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- jaydonjaydon
  ·2021-06-20
  $NIO Inc.(NIO)$ccccccx
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- jaydonjaydon
  ·2021-06-19
  $NIO Inc.(NIO)$hhhhh
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- jaydonjaydon
  ·2021-06-19
  $NIO Inc.(NIO)$wskssk
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- jaydonjaydon
  ·2021-06-18
  $Tesla Motors(TSLA)$fdmdkdkx
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- jaydonjaydon
  ·2021-06-18
  $Tesla Motors(TSLA)$ikkkkk
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- jaydonjaydon
  ·2021-06-15
  $Tesla Motors(TSLA)$njjhhhhh
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- jaydonjaydon
  ·2021-03-23
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  Business payments firm AvidXchange preps for IPO, eyeing $7 billion valuation - sources
  AvidXchange Inc has hired investment banks including Goldman Sachs Group to lead preparations for an
  Business payments firm AvidXchange preps for IPO, eyeing $7 billion valuation - sources
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- jaydonjaydon
  ·2021-03-23
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  Volkswagen In The Midst Of Transformation, Reinvention, Crisis, And Opportunity
  Summary The latest Annual Media Conference and VW's power day gave me a boost in confidence in the
  Volkswagen In The Midst Of Transformation, Reinvention, Crisis, And Opportunity
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- jaydonjaydon
  ·2021-03-10
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  Wednesday’s Treasury bond auction could make or break the stock market
  Stock traders don’t normally talk about bond auctions, but all this week the 10-year Treasury auctio
  Wednesday’s Treasury bond auction could make or break the stock market
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- jaydonjaydon
  ·2021-03-10
  $Tesla Motors(TSLA)$dope
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Motors(TSLA)$njjhhhhh","images":[{"img":"https://static.tigerbbs.com/0e10179dd80d95d1738966ebd83b56ef","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/187882222","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353411610,"gmtCreate":1616512081230,"gmtModify":1704795164005,"author":{"id":"3577952552334907","authorId":"3577952552334907","name":"jaydon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577952552334907","authorIdStr":"3577952552334907"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353411610","repostId":"1181943571","repostType":4,"repost":{"id":"1181943571","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1616510061,"share":"https://ttm.financial/m/news/1181943571?lang=&edition=fundamental","pubTime":"2021-03-23 22:34","market":"us","language":"en","title":"Business payments firm AvidXchange preps for IPO, eyeing $7 billion valuation - sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1181943571","media":"Reuters","summary":"AvidXchange Inc has hired investment banks including Goldman Sachs Group to lead preparations for an","content":"<p>AvidXchange Inc has hired investment banks including Goldman Sachs Group to lead preparations for an initial public offering which may value the business payments processor at more than $7 billion, people familiar with the matter said on Tuesday.</p>\n<p>Backed by investors including Mastercard Inc and PayPal Holdings Inc co-founder Peter Thiel, AvidXchange provides software that automates payments, invoicing and accounting for small and mid-sized businesses.</p>\n<p>COVID-19 lockdown measures have forced smaller companies to embrace digital solutions for everyday, paper-heavy tasks, a trend which has boosted businesses such as AvidXchange.</p>\n<p>Seeking to capitalize on that momentum, the Charlotte, North Carolina-based company aims to list on the stock market in the second quarter. As well as Goldman, JPMorgan Chase &amp; Co, Bank of America Corp, and Barclays PLC have been retained as IPO arrangers, according to two of the sources.</p>\n<p>Those involved in the deal believe AvidXchange could be worth between $5 billion and $7 billion in an IPO, and potentially as much as $10 billion given recent strong investor appetite for payments companies, the sources said.</p>\n<p>This would be considerably higher than the $2 billion AvidXchange was valued at in its most recent private fundraising round in April, 2020.</p>\n<p>The sources spoke on condition of anonymity as the information is private. AvidXchange declined to comment. Spokespeople for the quartet of banks either declined to comment or didn’t immediately respond to comment requests.</p>\n<p>Founded in 2000, AvidXchange processes around 12 million payments annually with a total value of $140 billion, according to its website.</p>\n<p>Values of financial technology firms have boomed in the last 12 months, both for public and private names. AvidXchange’s listed peers, Bill.com Holdings Inc and Coupa Software Inc, have advanced more than 300% and 89% respectively over that period.</p>\n<p>Earlier this month, Swedish payments firm Klarna announced a new funding round at nearly triple its valuation from when it tapped private investors in September.</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>Business payments firm AvidXchange preps for IPO, eyeing $7 billion valuation - sources</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\">\nBusiness payments firm AvidXchange preps for IPO, eyeing $7 billion valuation - sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-23 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AvidXchange Inc has hired investment banks including Goldman Sachs Group to lead preparations for an initial public offering which may value the business payments processor at more than $7 billion, people familiar with the matter said on Tuesday.</p>\n<p>Backed by investors including Mastercard Inc and PayPal Holdings Inc co-founder Peter Thiel, AvidXchange provides software that automates payments, invoicing and accounting for small and mid-sized businesses.</p>\n<p>COVID-19 lockdown measures have forced smaller companies to embrace digital solutions for everyday, paper-heavy tasks, a trend which has boosted businesses such as AvidXchange.</p>\n<p>Seeking to capitalize on that momentum, the Charlotte, North Carolina-based company aims to list on the stock market in the second quarter. As well as Goldman, JPMorgan Chase &amp; Co, Bank of America Corp, and Barclays PLC have been retained as IPO arrangers, according to two of the sources.</p>\n<p>Those involved in the deal believe AvidXchange could be worth between $5 billion and $7 billion in an IPO, and potentially as much as $10 billion given recent strong investor appetite for payments companies, the sources said.</p>\n<p>This would be considerably higher than the $2 billion AvidXchange was valued at in its most recent private fundraising round in April, 2020.</p>\n<p>The sources spoke on condition of anonymity as the information is private. AvidXchange declined to comment. Spokespeople for the quartet of banks either declined to comment or didn’t immediately respond to comment requests.</p>\n<p>Founded in 2000, AvidXchange processes around 12 million payments annually with a total value of $140 billion, according to its website.</p>\n<p>Values of financial technology firms have boomed in the last 12 months, both for public and private names. AvidXchange’s listed peers, Bill.com Holdings Inc and Coupa Software Inc, have advanced more than 300% and 89% respectively over that period.</p>\n<p>Earlier this month, Swedish payments firm Klarna announced a new funding round at nearly triple its valuation from when it tapped private investors in September.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181943571","content_text":"AvidXchange Inc has hired investment banks including Goldman Sachs Group to lead preparations for an initial public offering which may value the business payments processor at more than $7 billion, people familiar with the matter said on Tuesday.\nBacked by investors including Mastercard Inc and PayPal Holdings Inc co-founder Peter Thiel, AvidXchange provides software that automates payments, invoicing and accounting for small and mid-sized businesses.\nCOVID-19 lockdown measures have forced smaller companies to embrace digital solutions for everyday, paper-heavy tasks, a trend which has boosted businesses such as AvidXchange.\nSeeking to capitalize on that momentum, the Charlotte, North Carolina-based company aims to list on the stock market in the second quarter. As well as Goldman, JPMorgan Chase & Co, Bank of America Corp, and Barclays PLC have been retained as IPO arrangers, according to two of the sources.\nThose involved in the deal believe AvidXchange could be worth between $5 billion and $7 billion in an IPO, and potentially as much as $10 billion given recent strong investor appetite for payments companies, the sources said.\nThis would be considerably higher than the $2 billion AvidXchange was valued at in its most recent private fundraising round in April, 2020.\nThe sources spoke on condition of anonymity as the information is private. AvidXchange declined to comment. Spokespeople for the quartet of banks either declined to comment or didn’t immediately respond to comment requests.\nFounded in 2000, AvidXchange processes around 12 million payments annually with a total value of $140 billion, according to its website.\nValues of financial technology firms have boomed in the last 12 months, both for public and private names. AvidXchange’s listed peers, Bill.com Holdings Inc and Coupa Software Inc, have advanced more than 300% and 89% respectively over that period.\nEarlier this month, Swedish payments firm Klarna announced a new funding round at nearly triple its valuation from when it tapped private investors in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353411047,"gmtCreate":1616512066389,"gmtModify":1704795165623,"author":{"id":"3577952552334907","authorId":"3577952552334907","name":"jaydon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577952552334907","authorIdStr":"3577952552334907"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353411047","repostId":"1152387358","repostType":4,"repost":{"id":"1152387358","kind":"news","pubTimestamp":1616511955,"share":"https://ttm.financial/m/news/1152387358?lang=&edition=fundamental","pubTime":"2021-03-23 23:05","market":"us","language":"en","title":"Volkswagen In The Midst Of Transformation, Reinvention, Crisis, And Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1152387358","media":"seekingalpha","summary":"Summary\n\nThe latest Annual Media Conference and VW's power day gave me a boost in confidence in the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The latest Annual Media Conference and VW's power day gave me a boost in confidence in the company's future prospects.</li>\n <li>VW's CEO Herbert Diess talks about VW's transformation, but I would like them to invent part of their segments completely new.</li>\n <li>VW wants to transform into a software company with hardware capabilities.</li>\n <li>Digitalization is just one side of the coin; the other is sales, marketing and the product portfolio that needs to be trimmed down and streamlined.</li>\n <li>VW's iconic brands are its biggest leverage.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b2d6a8101feca35f1720a7ced6216a8\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Sean Gallup/Getty Images News via Getty Images</span></p>\n<p>I<b>ntroduction</b></p>\n<p>Volkswagen (OTCPK:VWAGY)(OTCPK:VLKAF)goes all-in on electric and, more importantly, electric infrastructure. I've been long Volkswagen for a year and got a hefty return of over 100%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97b9360d5fd607c08b5a1134adb9f491\" tg-width=\"640\" tg-height=\"390\"><span>Source: TradingView.com</span></p>\n<p>After the&nbsp;Power Day event&nbsp;on the 15th of March, investors' excitement got the better of them, and the share price skyrocketed. I covered my Volkswagen stocks by buying shorts, which was a good decision in hindsight.</p>\n<p>If Volkswagen can stay on its trajectory and return on its promises, I see Volkswagen's future in the EV space. The EV aspect and its infrastructure were and are only part of the problem. Volkswagen needs to transform and maybe even completely reinvent itself from the sales &amp; marketing perspective.</p>\n<p>I'm bullish on the stock and maintain an eye on their promises and how they plan to \"transform\" the rest of the business apart from the electric part.</p>\n<p>Volkswagen Promises</p>\n<p>Volkswagentransforms into a technology company. They outlined the transformation in various sources with specific milestones.</p>\n<ul>\n <li>Major EV charging infrastructure in Europe, Asia, and the US (2030)</li>\n <li>240 GWh Lithium secured battery supply (2030)</li>\n <li>Produce the majority of software in-house with 10,000 software developers (2026)</li>\n <li>Create software-enabled cars (2025)</li>\n <li>Stop producing gas- &amp; diesel-engine vehicles (2026)</li>\n <li>Streamline product offerings and focus on customer needs (2025)</li>\n</ul>\n<p>The strategy is clear. Create an ecosystem around Volkswagen and its EV fleet to attract customers and enable effortless Europe-wide travel with VW cars.</p>\n<p><b>Trading Places Research</b>&nbsp;published a piece about&nbsp;Volkswagen battery efforts&nbsp;and Power Day. They discuss in-depth about Volkswagen aimed at battery goals, obstacles and compare with competitors in the market. I recommend reading that article for a full understanding.</p>\n<p>Volkswagen made the right step by modulizing and standardizing its battery designs all over its fleets and brands. That will help using economies of scale and standard design principles for the engineers at VW and its brands.</p>\n<p>Currently, Volkswagen relies heavily on partners for its battery factories and charging infrastructure. Relying on partners for these critical infrastructure improvements can be interpreted as a sign of weakness. Down the line, it could negatively affect the infrastructures performance, differing standards, or inefficiencies for Volkswagen's own cars. VW's&nbsp;partners&nbsp;have their own profits in mind and will build the infrastructure to accommodate all EV manufacturers.</p>\n<p>Tesla (TSLA) relies on itself for its infrastructure, and aligns it perfectly with its cars.</p>\n<p><b>Volkswagen invests heavily in in-house software.</b>Long overdue, but not too late. The fundamental difference between combustion engines(CE)and electric vehicles is the degree of control and supervision one has over the engine. Each electrical vehicle aspect has an electrical source and can be tightly controlled, which is where Volkswagen has to catch up to Tesla.</p>\n<p>Unnecessary performance is lost if the software for electric vehicles is outsourced.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60fedf4525c75f078bbeccbcfb518d90\" tg-width=\"609\" tg-height=\"147\"><span>Source: Manufacturers' Websites</span></p>\n<p>Tesla has built everything around electric vehicles. Its engineers, factories, technologies, ideologies, its people, management. Everything is about electric vehicles. That's one reason why they outperform VW by such a wide margin.</p>\n<p>Another reason is that VW is just a whole other beast from another era that needs to reinvent itself.</p>\n<p>VW can catch up to Tesla (but not overtake, which should not be VW's goal), and it's doing the first steps to do so. By pulling the software capabilities in-house, they can align software and hardware.</p>\n<p><b>Volkswagen's Leverage</b></p>\n<p>Volkswagen's leverage is not as big as it seems to be. Its transformation resembles a complete reinvention of its business and strategy due to EV and CE's very different natures.</p>\n<p>Additionally to the technological transformation, we're also in the midst of a generational shift. Consumer taste and buying approach are changing dramatically. Volkswagen is not yet ready for this shift, and I don't see much emphasis on this topic.</p>\n<p>Volkswagen's leverage is its brands. VW, Audi, Porsche, Bentley, or Lamborghini. At this point, I would like to introduce my company graph and split VW into distinct parts and explain further.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c2de7cf762c314ac7e617c2523a299\" tg-width=\"640\" tg-height=\"360\"><span>Source: Author</span></p>\n<p>We cannot just look at VW the same way we look at Tesla. VW owns iconic brands that are profitable and didn't even budge during the pandemic.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5a54624a2557dfd7ef5d567795ae96b\" tg-width=\"640\" tg-height=\"416\"><span>Source: VW Annual Report 2020</span></p>\n<p>These brands are VW's golden goose. In my graph, I set them as iconic brands (green line). Porsche has operating margins of 15%. Audi, which includes Lamborghini, usually has operating margins of 8-10%. I guess that Lamborghini's operating margins are similar to those of Porsche's.</p>\n<p>These are insanely high margins for cars, a statement for customers' brand awareness if we talk about these iconic brands. If a brand becomes iconic, it can ask for more as time goes by. The customer happily pays for the premium.</p>\n<p>If VW can transform its business and set standards for its EV fleet and then apply the learnings from its core business to its other brands, they can apply the leverage at the right place and time.</p>\n<p>In my graph above, I place VW's core business as transformative. VW is in the midst of its transformation, and I would not be surprised if we see more weak quarters or years before the transformation shows its effects. They have enough cash flow generating businesses to finance their transformation. It's now about the transformation itself and if VW's culture and its people can change.</p>\n<p><b>Risks</b></p>\n<p>The transformation talks sound good, and I am certain that their strategy will bear fruit if executed well.</p>\n<p>If it comes to an old-school car manufacturer like Volkswagen, we must include its culture and people into our risk analysis. These can be major transformational obstacles on the way. VW currently employs 662,000 people. The combustion engine, its components, and sales and marketing require such a huge workforce to establish VW's global car leadership.</p>\n<p>With the transformation, VW needs to articulate how they want to transform the workforce and its culture. VW's annual report discusses the company's realignment&nbsp;<b>components business (with 75k employees)</b>&nbsp;into an independent corporate entity. Overall, they fail to address the cultural aspect of the transformation.</p>\n<p><b>Sales &amp; Marketing Risk and Opportunity</b></p>\n<p>Did you ever go on Volkswagen's website to get some information about a car and potentially buy it from the website? It's a horrible experience and shows exactly where Volkswagen is stuck.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11a3ce85ada0b31cd0a14ff7fd43ffa7\" tg-width=\"640\" tg-height=\"360\"><span>Source: Volkswagen Sales Website</span></p>\n<p>I checked on VW's new all-electric ID.4. It has a total of 9 different editions. The ID.4 Pure, City, Style, Pro, Life, Business, Family, Tech, Max. In the table above, you can see the differences.</p>\n<p>I don't have the tenacity to understand this whole system... Just a horrible experience for a buyer, especially over the internet.</p>\n<p>Their marketing is equally obscure. I went through their website and wanted to check the ranges of their electric vehicles. I had to dig deep into the models' technical details to find the most important data - the range. I find many prizes, trophies, and emphasis on small details like \"intelligent light.\" In my opinion, these things are boasted out of proportion and hide critical information.</p>\n<p>There are so many variations in interior design, add-ons, add-offs, and add-inbetweens. It overwhelms me to the point where I would flee towards the simplicity of Tesla's shopping experience. This system is a relic and certainly feels that way.</p>\n<p>Tesla's shopping experience is so streamlined, easy, and comfortable. VW can definitely learn a thing or two.</p>\n<p><b>Outlook</b></p>\n<p>VW initiated its transformation. The Power Day and recent annual meeting gave me confidence that they are on the right trajectory.</p>\n<p>VW has a strong core business where it initiates the transformation. They can then use their learnings from their core business and use their brands as leverage to transform the rest of their business.</p>\n<p>The biggest concerns I have are the cultural aspects of the transformation, management, sales, and marketing. Transforming the old combustion engine-focused business to an EV-focused one will certainly cut deep in employee's comfort zone. Transformation starts with the people, and this could be an obstacle that VW needs to articulate.</p>\n<p>Also, VW's online shop's user experience is just horrible, and their marketing is rather confusing than helpful. These are problems, but also great opportunities if VW addresses them.</p>\n<p>I'm bullish on the stock with a time-horizon of 5 years.</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>Volkswagen In The Midst Of Transformation, Reinvention, Crisis, And Opportunity</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\">\nVolkswagen In The Midst Of Transformation, Reinvention, Crisis, And Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4415497-volkswagen-in-the-midst-of-transformation-reinvention-crisis-and-opportunity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe latest Annual Media Conference and VW's power day gave me a boost in confidence in the company's future prospects.\nVW's CEO Herbert Diess talks about VW's transformation, but I would like...</p>\n\n<a href=\"https://seekingalpha.com/article/4415497-volkswagen-in-the-midst-of-transformation-reinvention-crisis-and-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VWAGY":"大众汽车ADR"},"source_url":"https://seekingalpha.com/article/4415497-volkswagen-in-the-midst-of-transformation-reinvention-crisis-and-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1152387358","content_text":"Summary\n\nThe latest Annual Media Conference and VW's power day gave me a boost in confidence in the company's future prospects.\nVW's CEO Herbert Diess talks about VW's transformation, but I would like them to invent part of their segments completely new.\nVW wants to transform into a software company with hardware capabilities.\nDigitalization is just one side of the coin; the other is sales, marketing and the product portfolio that needs to be trimmed down and streamlined.\nVW's iconic brands are its biggest leverage.\n\nPhoto by Sean Gallup/Getty Images News via Getty Images\nIntroduction\nVolkswagen (OTCPK:VWAGY)(OTCPK:VLKAF)goes all-in on electric and, more importantly, electric infrastructure. I've been long Volkswagen for a year and got a hefty return of over 100%.\nSource: TradingView.com\nAfter the Power Day event on the 15th of March, investors' excitement got the better of them, and the share price skyrocketed. I covered my Volkswagen stocks by buying shorts, which was a good decision in hindsight.\nIf Volkswagen can stay on its trajectory and return on its promises, I see Volkswagen's future in the EV space. The EV aspect and its infrastructure were and are only part of the problem. Volkswagen needs to transform and maybe even completely reinvent itself from the sales & marketing perspective.\nI'm bullish on the stock and maintain an eye on their promises and how they plan to \"transform\" the rest of the business apart from the electric part.\nVolkswagen Promises\nVolkswagentransforms into a technology company. They outlined the transformation in various sources with specific milestones.\n\nMajor EV charging infrastructure in Europe, Asia, and the US (2030)\n240 GWh Lithium secured battery supply (2030)\nProduce the majority of software in-house with 10,000 software developers (2026)\nCreate software-enabled cars (2025)\nStop producing gas- & diesel-engine vehicles (2026)\nStreamline product offerings and focus on customer needs (2025)\n\nThe strategy is clear. Create an ecosystem around Volkswagen and its EV fleet to attract customers and enable effortless Europe-wide travel with VW cars.\nTrading Places Research published a piece about Volkswagen battery efforts and Power Day. They discuss in-depth about Volkswagen aimed at battery goals, obstacles and compare with competitors in the market. I recommend reading that article for a full understanding.\nVolkswagen made the right step by modulizing and standardizing its battery designs all over its fleets and brands. That will help using economies of scale and standard design principles for the engineers at VW and its brands.\nCurrently, Volkswagen relies heavily on partners for its battery factories and charging infrastructure. Relying on partners for these critical infrastructure improvements can be interpreted as a sign of weakness. Down the line, it could negatively affect the infrastructures performance, differing standards, or inefficiencies for Volkswagen's own cars. VW's partners have their own profits in mind and will build the infrastructure to accommodate all EV manufacturers.\nTesla (TSLA) relies on itself for its infrastructure, and aligns it perfectly with its cars.\nVolkswagen invests heavily in in-house software.Long overdue, but not too late. The fundamental difference between combustion engines(CE)and electric vehicles is the degree of control and supervision one has over the engine. Each electrical vehicle aspect has an electrical source and can be tightly controlled, which is where Volkswagen has to catch up to Tesla.\nUnnecessary performance is lost if the software for electric vehicles is outsourced.\nSource: Manufacturers' Websites\nTesla has built everything around electric vehicles. Its engineers, factories, technologies, ideologies, its people, management. Everything is about electric vehicles. That's one reason why they outperform VW by such a wide margin.\nAnother reason is that VW is just a whole other beast from another era that needs to reinvent itself.\nVW can catch up to Tesla (but not overtake, which should not be VW's goal), and it's doing the first steps to do so. By pulling the software capabilities in-house, they can align software and hardware.\nVolkswagen's Leverage\nVolkswagen's leverage is not as big as it seems to be. Its transformation resembles a complete reinvention of its business and strategy due to EV and CE's very different natures.\nAdditionally to the technological transformation, we're also in the midst of a generational shift. Consumer taste and buying approach are changing dramatically. Volkswagen is not yet ready for this shift, and I don't see much emphasis on this topic.\nVolkswagen's leverage is its brands. VW, Audi, Porsche, Bentley, or Lamborghini. At this point, I would like to introduce my company graph and split VW into distinct parts and explain further.\nSource: Author\nWe cannot just look at VW the same way we look at Tesla. VW owns iconic brands that are profitable and didn't even budge during the pandemic.\nSource: VW Annual Report 2020\nThese brands are VW's golden goose. In my graph, I set them as iconic brands (green line). Porsche has operating margins of 15%. Audi, which includes Lamborghini, usually has operating margins of 8-10%. I guess that Lamborghini's operating margins are similar to those of Porsche's.\nThese are insanely high margins for cars, a statement for customers' brand awareness if we talk about these iconic brands. If a brand becomes iconic, it can ask for more as time goes by. The customer happily pays for the premium.\nIf VW can transform its business and set standards for its EV fleet and then apply the learnings from its core business to its other brands, they can apply the leverage at the right place and time.\nIn my graph above, I place VW's core business as transformative. VW is in the midst of its transformation, and I would not be surprised if we see more weak quarters or years before the transformation shows its effects. They have enough cash flow generating businesses to finance their transformation. It's now about the transformation itself and if VW's culture and its people can change.\nRisks\nThe transformation talks sound good, and I am certain that their strategy will bear fruit if executed well.\nIf it comes to an old-school car manufacturer like Volkswagen, we must include its culture and people into our risk analysis. These can be major transformational obstacles on the way. VW currently employs 662,000 people. The combustion engine, its components, and sales and marketing require such a huge workforce to establish VW's global car leadership.\nWith the transformation, VW needs to articulate how they want to transform the workforce and its culture. VW's annual report discusses the company's realignment components business (with 75k employees) into an independent corporate entity. Overall, they fail to address the cultural aspect of the transformation.\nSales & Marketing Risk and Opportunity\nDid you ever go on Volkswagen's website to get some information about a car and potentially buy it from the website? It's a horrible experience and shows exactly where Volkswagen is stuck.\nSource: Volkswagen Sales Website\nI checked on VW's new all-electric ID.4. It has a total of 9 different editions. The ID.4 Pure, City, Style, Pro, Life, Business, Family, Tech, Max. In the table above, you can see the differences.\nI don't have the tenacity to understand this whole system... Just a horrible experience for a buyer, especially over the internet.\nTheir marketing is equally obscure. I went through their website and wanted to check the ranges of their electric vehicles. I had to dig deep into the models' technical details to find the most important data - the range. I find many prizes, trophies, and emphasis on small details like \"intelligent light.\" In my opinion, these things are boasted out of proportion and hide critical information.\nThere are so many variations in interior design, add-ons, add-offs, and add-inbetweens. It overwhelms me to the point where I would flee towards the simplicity of Tesla's shopping experience. This system is a relic and certainly feels that way.\nTesla's shopping experience is so streamlined, easy, and comfortable. VW can definitely learn a thing or two.\nOutlook\nVW initiated its transformation. The Power Day and recent annual meeting gave me confidence that they are on the right trajectory.\nVW has a strong core business where it initiates the transformation. They can then use their learnings from their core business and use their brands as leverage to transform the rest of their business.\nThe biggest concerns I have are the cultural aspects of the transformation, management, sales, and marketing. Transforming the old combustion engine-focused business to an EV-focused one will certainly cut deep in employee's comfort zone. Transformation starts with the people, and this could be an obstacle that VW needs to articulate.\nAlso, VW's online shop's user experience is just horrible, and their marketing is rather confusing than helpful. These are problems, but also great opportunities if VW addresses them.\nI'm bullish on the stock with a time-horizon of 5 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323751620,"gmtCreate":1615379918960,"gmtModify":1704781896826,"author":{"id":"3577952552334907","authorId":"3577952552334907","name":"jaydon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577952552334907","authorIdStr":"3577952552334907"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/323751620","repostId":"1157854868","repostType":4,"repost":{"id":"1157854868","kind":"news","pubTimestamp":1615379402,"share":"https://ttm.financial/m/news/1157854868?lang=&edition=fundamental","pubTime":"2021-03-10 20:30","market":"fut","language":"en","title":"Wednesday’s Treasury bond auction could make or break the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1157854868","media":"cnbc","summary":"Stock traders don’t normally talk about bond auctions, but all this week the 10-year Treasury auctio","content":"<div>\n<p>Stock traders don’t normally talk about bond auctions, but all this week the 10-year Treasury auction that will happen on Wednesday has been the main subject of conversation.“It’s been a long time ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/10/treasury-auctions-are-normally-mundane-affairs-but-wednesdays-could-make-or-break-the-stock-market.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wednesday’s Treasury bond auction could make or break the stock market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWednesday’s Treasury bond auction could make or break the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/10/treasury-auctions-are-normally-mundane-affairs-but-wednesdays-could-make-or-break-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock traders don’t normally talk about bond auctions, but all this week the 10-year Treasury auction that will happen on Wednesday has been the main subject of conversation.“It’s been a long time ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/10/treasury-auctions-are-normally-mundane-affairs-but-wednesdays-could-make-or-break-the-stock-market.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/03/10/treasury-auctions-are-normally-mundane-affairs-but-wednesdays-could-make-or-break-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1157854868","content_text":"Stock traders don’t normally talk about bond auctions, but all this week the 10-year Treasury auction that will happen on Wednesday has been the main subject of conversation.“It’s been a long time since stock traders have cared about bond auctions,” Matt Maley from Miller Tabak told me. “The number one issue for the stock market now is bond yields.”This belief is widely held on the Street: With the reopening story now largely priced into stocks, interest rates are the marginal mover of the markets.You could smell the panic among stock traders as the 10-year yield moved from 1.1% to 1.5% in less than two weeks at the end of February, which caused tech stocks to tank. Some bond vigilantes predicted yields could move toward 2%.If further stock rallies depend on rates, have they peaked? The 10-year Treasury has taken several runs at breaking out over 1.6% and failed. That is giving some investors hope that the runup is over.Much depends on the outcome of Wednesday’s 10-year auction at 1 pm ET. Some stock bulls believe demand will be strong, particularly from overseas buyers like the Japanese, whose 10-year yield is at 0.1%.Guy Lebas, chief fixed income strategist at Janney Capital Markets, said that foreign demand for U.S. Treasuries has and will remain strong.“What matters is the pace of increases rather than the actual yields,” he told me. “We had a pretty rapid increase in yields at the end of February and early March, and that caused a lot of indigestion. When prices decline like they have, more demand steps in and slows the process.”That includes foreign buyers.“A large part of U.S. Treasuries are owned by overseas entities, it’s roughly 40% of all Treasuries outstanding,” he told me. “Many of those buyers hedge currency risk, so what they care about is the after-hedge yield.  Right now you are getting 1.5% on the 10-year, and you are getting 20 basis points on the currency hedge, so that’s 1.7%. That is a very attractive yield for foreign buyers. There is no place in the world where you can get 1.7% on a currency hedged basis.”That is music to the ears of stock bulls, who are also hopeful that one of the main worries for rising bond yields — inflation — will also quickly settle down.“Whatever price increases we are seeing for commodities is because of pent up demand and because the supply chain is stressed out,” Alec Young, chief investment officer at Tactical Alpha told me. “But whenever the equilibrium goes back in line, you will see prices go back down again. Price increases are due to the reopening, not long-term inflation, and the bond market has over-reacted.”Still, even Young believes the 10 year auction will be the primary mover of the market. “A lot of traders are likely to sit on their hands until the auction,” Maley told me.And if the auction keeps rates near the 1.5% level? That — for Alec Young — will be a sign it is much safer to go back into technology.“Investors want to own tech,” he told me. “There is no deep loyalty to most of the reopening names.  No one wants to overown Carnival Cruise Lines, or United Airlines or even Chevron. They want tech.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323751327,"gmtCreate":1615379887069,"gmtModify":1704781896502,"author":{"id":"3577952552334907","authorId":"3577952552334907","name":"jaydon","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577952552334907","authorIdStr":"3577952552334907"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>dope","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>dope","text":"$Tesla Motors(TSLA)$dope","images":[{"img":"https://static.tigerbbs.com/f58eb534577441c5b5891a3e4664b1f0","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":36,"repostSize":4,"link":"https://ttm.financial/post/323751327","isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}