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- suz1705suz1705
  ·2021-06-13
  Hang in there.
  How Much Longer Will Alibaba Stay Cheap?
  Summary Down over the past year, shares of Alibaba have not participated with the general rally in
  How Much Longer Will Alibaba Stay Cheap?
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- suz1705suz1705
  ·2021-04-24
  Buffet and Cathie is a cross of value and growth and is reflected in this stock mix.
  3 Cathie Wood Stocks That Warren Buffett Would Love
  Believe it or not, there is some overlap between the two much-admired investors.
  3 Cathie Wood Stocks That Warren Buffett Would Love
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The company has deep pockets to continue growing.</li>\n <li>The valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.</li>\n</ul>\n<p>E-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&amp;P 500 has ripped higher, gaining 32%.</p>\n<p>Alibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.</p>\n<p><b>Free Cash Flow Growth Is Stellar</b></p>\n<p>Alibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.</p>\n<p>The company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.</p>\n<p><img src=\"https://static.tigerbbs.com/862988aec2c33c72dc1786de483f952a\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\">source: Alibaba Group Holding Limited</p>\n<p>The largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.</p>\n<p>For example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/ba9d4b224eedbd99d8d22f0a2092b204\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\">source: Alibaba Holding Group Limited</p>\n<p>With $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&amp;A or other developments.</p>\n<p><b>How Long Can Alibaba Stay \"Cheap\"?</b></p>\n<p>It's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.</p>\n<p><img src=\"https://static.tigerbbs.com/3423f615c0dc856b040442e4ff17b78f\" tg-width=\"640\" tg-height=\"521\" referrerpolicy=\"no-referrer\">source: YCharts</p>\n<p>This is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.</p>\n<p><img src=\"https://static.tigerbbs.com/6d76517c900c76b94c5bd4aaf02ec91a\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\">source: Seeking Alpha</p>\n<p>The company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.</p>\n<p>The stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.</p>\n<p><b>Wrapping Up</b></p>\n<p>Alibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.</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>How Much Longer Will Alibaba Stay Cheap?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Longer Will Alibaba Stay Cheap?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 17:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in the markets.\nAlibaba is a strong business with accelerating free cash flow generation and a clean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4434229-how-much-longer-will-alibaba-stay-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180091968","content_text":"Summary\n\nDown over the past year, shares of Alibaba have not participated with the general rally in the markets.\nAlibaba is a strong business with accelerating free cash flow generation and a clean balance sheet. The company has deep pockets to continue growing.\nThe valuation that shares trade at is compressed, but seems poised to rebound. Fundamentals eventually steer the share price.\n\nE-commerce has been a powerful investing theme throughout the pandemic. While many stocks that sell over the internet have been thriving, Chinese conglomerate Alibaba Group Holding Limited (BABA) has been a notable laggard. Shares of Alibaba are in the red over the past year, while the S&P 500 has ripped higher, gaining 32%.\nAlibaba has been caught in some controversy surrounding thefailed IPOof Ant Group and its founderJack Ma. While the market has focused on these distractions, the actual underlying business of Alibaba is performing at a high level. With strong fundamentals and rapidly growing free cash flow, it's only a matter of time before the market begins to focus on what matters...the business. We will outline our investment thesis below.\nFree Cash Flow Growth Is Stellar\nAlibaba is a frequently covered business on Seeking Alpha, so I won't rehash the basics about the business or dive into the political controversy that has plagued the stock. Instead, I want to focus on the financial inflection point that Alibaba has recently hit.\nThe company ended its fiscal year at the end of March. What we see is a diversified business with several growing segments that align with macroeconomic trends.\nsource: Alibaba Group Holding Limited\nThe largest revenue contributor, of course, is the company's retail operations. While its commerce segment continues to narrate revenue growth (total core commerce grew 2020 revenues 42% versus company revenues growing 41%), some smaller segments are showing strong growth.\nFor example, Alibaba's cloud computing operations grew 50% in 2020, and its new retail and direct sales businesses grew 94% year-over-year. What is most promising is that Alibaba is accelerating its free cash flow growth in recent years. The company's $26.35 billion in 2021 FCF is a 29% year-over-year jump from 2020. Alibaba grew FCF 25% from 2019 to 2020.\nsource: Alibaba Holding Group Limited\nWith $72 billion in cash on hand as of March 31st and the business generating more than $26 billion in free cash flow, Alibaba has deep pockets to develop its growing business segments and seek out opportunities to create new growth with M&A or other developments.\nHow Long Can Alibaba Stay \"Cheap\"?\nIt's hard to understand just how beaten down Alibaba's stock is until you look at things from a free cash flow perspective. Alibaba is currently trading with an FCF yield approaching 6%. By comparison, the next highest FCF yield is Amazon (AMZN), with a yield of just 1.3%.\nsource: YCharts\nThis is a tremendous discount to Alibaba's peer group, despite the company accelerating FCF growth and having a ton of cash on hand. And because Alibaba is a healthy and growing company, the stock is poised to become even more attractively valued.\nsource: Seeking Alpha\nThe company is estimated to continue growing revenues at a swift clip, approaching $210 billion in annual revenue over the next three years. If we apply the company's 24% conversion rate of revenue to FCF, that will give us 2024 FCF of $50 billion. In other words, an FCF yield of 8.6% on today's share price. This is simply something you don't often see for a company's stock growing so rapidly at such an already large size.\nThe stock is clearly being punished for some of the drama that Alibaba has faced over the past year and some of the current tension between the United States and China. This is a risk that investors need to keep in mind, as anything can happen, and Alibaba may become collateral damage of political conflict. However, if it becomes clear to the market that the outlook is promising, Alibaba could aggressively rerate. Even if Alibaba saw its FCF yield fall to around 3%, it would imply an upside in shares of 46%. This would put Alibaba at an enterprise value of more than $800 billion, but I believe those shoes the company could certainly fill.\nWrapping Up\nAlibaba is a fantastic business that has been caught up in some political drama. Despite its size, the company is growing rapidly, is profitable, and generates tons of free cash flow. Investors cannot ignore the political risks, but the upside is tremendous for brave and patient investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372274572,"gmtCreate":1619224929496,"gmtModify":1704721445745,"author":{"id":"3580188688018551","authorId":"3580188688018551","name":"suz1705","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580188688018551","authorIdStr":"3580188688018551"},"themes":[],"htmlText":"Buffet and Cathie is a cross of value and growth and is reflected in this stock mix.","listText":"Buffet and Cathie is a cross of value and growth and is reflected in this stock mix.","text":"Buffet and Cathie is a cross of value and growth and is reflected in this stock mix.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372274572","repostId":"2129359566","repostType":4,"repost":{"id":"2129359566","kind":"highlight","pubTimestamp":1619171762,"share":"https://ttm.financial/m/news/2129359566?lang=&edition=fundamental","pubTime":"2021-04-23 17:56","market":"us","language":"en","title":"3 Cathie Wood Stocks That Warren Buffett Would Love","url":"https://stock-news.laohu8.com/highlight/detail?id=2129359566","media":"Motley Fool","summary":"Believe it or not, there is some overlap between the two much-admired investors.","content":"<p>Cathie Wood and Warren Buffett are perhaps the two best-known investors of our time.</p>\n<p>Buffett has long been considered the greatest investor of all time, having grown his <b>Berkshire Hathaway&nbsp;</b>(NYSE:BRK.A) (NYSE:BRK.B) holding company to be <a href=\"https://laohu8.com/S/AONE\">one</a> of the most valuable companies in the world, making early investors rich along with him.</p>\n<p>Wood, on the other hand, has made a name for herself quite recently, as her <b>ARK Invest </b>exchange-traded funds (ETFs), including the flagship <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>&nbsp;</b>(NYSEMKT:ARKK), crushed the market last year, with ARK Innovation jumping 149%.</p>\n<p>As investors, their styles are almost polar opposites. Wood's ETFs trade dozens of stocks everyday, while Buffett says his favorite holding period is forever. Wood looks for disruptive growth stocks, riding new technologies like electric cars, gene editing, space travel, or fintech, among others.</p>\n<p>Buffett, meanwhile, is a classic value investor , aiming to find quality companies that are trading below their intrinsic value, and he favors companies with sustainable competitive advantages. In other words, he looks for companies that can't be disrupted.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e5291fa3697388400c394d36f53b84c\" tg-width=\"700\" tg-height=\"466\"><span>Warren Buffett. Image source: The Motley Fool.</span></p>\n<p>Unsurprisingly, there is little overlap in holdings between the two, but there are some Cathie Wood stocks that Warren Buffett would likely be glad to call his own. Let's take a look at a few.</p>\n<h2>1. <a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2>\n<p>Buffett's favorite kinds of stocks are insurance companies. Berkshire owns GEICO and is an investor in several other insurance companies. Buffett sees insurance as a timeless industry -- people will always need protection for unfortunate events -- and he also loves that the insurance business model allows him to sit back and collect premiums, which he calls float, and reinvest them, essentially taking advantage of free money.</p>\n<p>While <b>PayPal&nbsp;</b>(NASDAQ:PYPL) is not an insurance company, it captures many of the features Buffett likes about the insurance business model. PayPal is a leader in digital payments, facilitating peer-to-peer transactions through apps like Venmo, and offers payments solutions for businesses so they can easily collect and handle transactions.</p>\n<p>The company benefits from several competitive advantages, including its well-known brand name as it had a first-mover advantage, and network effects through 377 million active accounts. Like credit card companies, PayPal earns money charging a fee per transaction, and that has proven to be a highly lucrative business.</p>\n<p>In 2020, PayPal generated $4.2 billion in net income on $21.5 billion in revenue, or a 19.5% profit margin, demonstrating the kind of wide margins indicative of a competitive advantage. PayPal is also growing quickly, with revenue up 20.7% last year.</p>\n<p>Wood's ARK Invest owns $335 million worth of PayPal in&nbsp;<b><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> </b>(NYSEMKT:ARKG) and&nbsp;<b>ARK Fintech Innovation&nbsp;</b>(NYSEMKT:ARKF). Buffett, who already owns <b>Mastercard&nbsp;</b>and <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> through Berkshire, would find much to admire in PayPal.</p>\n<h2>2. The Trade Desk</h2>\n<p>Advertising has long been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Buffett's favorite business models. For much of his career, he was a big backer of newspapers, including being a major holder in the Washington Post Company, and has owned dozens of other newspapers as well. He's also called newspapers local monopolies, arguing that newspapers in small cities without competition would \"gush profits.\"</p>\n<p>More recently, however, as the industry has come under pressure from digital media, Buffett has acknowledged that most newspapers are \"toast.\"</p>\n<p>But the advertising business still remains a fount of profits -- it's just shifted to digital media. One way to take advantage of the technological shift in advertising is through <b>The Trade Desk&nbsp;</b>(NASDAQ:TTD), an ad tech firm that is the leading pure-play demand side platform (DSP), meaning it helps ad agencies efficiently allocate their budgets across multiple channels.</p>\n<p>The Trade Desk operates a cloud-based, self-serve platform that has delivered both high growth and fat profits. Advertising is a high-margin business model at scale, and The Trade Desk has capitalized on that, with few tech companies growing as fast or as profitably as it is. Last year, revenue jumped 26% to $836 million, and it posted adjusted EBITDA of $283.7 million, or a 34% margin. It's hard not to like numbers like that.</p>\n<p>The ARK Next Generation Internet ETF owns $166 million in Trade Desk shares. The stock wouldn't look out of place in Berkshire Hathaway's portfolio, given its growth and profits, as well as Buffett's penchant for advertising businesses.</p>\n<h2>3. Alibaba</h2>\n<p>Value stocks aren't easy to come by at ARK, but<b> Alibaba&nbsp;</b>(NYSE:BABA) fits the bill as both a growth stock and a value stock. The Chinese tech giant has abundant competitive advantages. It's the world's biggest e-commerce platform with more than $1 trillion in annual gross merchandise volume, built on giant marketplaces like Tmall and Taobao, and it has other growth businesses in areas like logistics and cloud computing.</p>\n<p>Alibaba has faced scrutiny from the Chinese government in recent months, which included a $2.8 billion fine from China's anti-monopoly commission, and it's been ordered to sell off some of its media businesses. However, investors cheered the news of the fine as it meant that a dark cloud had been over the stock, and the fact that it's gotten such regulatory attention is a function of its own competitive strength.</p>\n<p>In Alibaba's most recent quarter, revenue jumped 37% to $33.8 billion, and it posted adjusted net income of $9.1 billion, equivalent to a profit margin of 27%. In part because of the regulatory concerns and a threat to be potentially delisted from U.S. exchanges, Alibaba shares trade at a price-to-earnings (P/E) ratio of 24, much less than the <b>S&amp;P 500</b> at a P/E of 42.</p>\n<p>Alibaba stock looks like a perfect example of value investing, trading for less than its intrinsic value, and Buffett has shown that he's not afraid of Chinese stocks as he's a major backer of BYD, a Chinese electric carmaker.</p>\n<p>ARK owns $154 million worth of Alibaba across three of its ETFs, showing it sees multiple growth avenues and advantages for the Chinese tech giant. There are a lot of reasons it would appeal to an investor like Buffett.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Warren Buffett Would Love</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\">\n3 Cathie Wood Stocks That Warren Buffett Would Love\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 17:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/23/3-cathie-wood-stocks-that-warren-buffett-would-lov/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood and Warren Buffett are perhaps the two best-known investors of our time.\nBuffett has long been considered the greatest investor of all time, having grown his Berkshire Hathaway (NYSE:BRK.A...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/23/3-cathie-wood-stocks-that-warren-buffett-would-lov/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BABA":"阿里巴巴","PYPL":"PayPal","ARKK":"ARK Innovation ETF","BRK.B":"伯克希尔B","TTD":"Trade Desk Inc."},"source_url":"https://www.fool.com/investing/2021/04/23/3-cathie-wood-stocks-that-warren-buffett-would-lov/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129359566","content_text":"Cathie Wood and Warren Buffett are perhaps the two best-known investors of our time.\nBuffett has long been considered the greatest investor of all time, having grown his Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) holding company to be one of the most valuable companies in the world, making early investors rich along with him.\nWood, on the other hand, has made a name for herself quite recently, as her ARK Invest exchange-traded funds (ETFs), including the flagship ARK Innovation ETF (NYSEMKT:ARKK), crushed the market last year, with ARK Innovation jumping 149%.\nAs investors, their styles are almost polar opposites. Wood's ETFs trade dozens of stocks everyday, while Buffett says his favorite holding period is forever. Wood looks for disruptive growth stocks, riding new technologies like electric cars, gene editing, space travel, or fintech, among others.\nBuffett, meanwhile, is a classic value investor , aiming to find quality companies that are trading below their intrinsic value, and he favors companies with sustainable competitive advantages. In other words, he looks for companies that can't be disrupted.\nWarren Buffett. Image source: The Motley Fool.\nUnsurprisingly, there is little overlap in holdings between the two, but there are some Cathie Wood stocks that Warren Buffett would likely be glad to call his own. Let's take a look at a few.\n1. PayPal\nBuffett's favorite kinds of stocks are insurance companies. Berkshire owns GEICO and is an investor in several other insurance companies. Buffett sees insurance as a timeless industry -- people will always need protection for unfortunate events -- and he also loves that the insurance business model allows him to sit back and collect premiums, which he calls float, and reinvest them, essentially taking advantage of free money.\nWhile PayPal (NASDAQ:PYPL) is not an insurance company, it captures many of the features Buffett likes about the insurance business model. PayPal is a leader in digital payments, facilitating peer-to-peer transactions through apps like Venmo, and offers payments solutions for businesses so they can easily collect and handle transactions.\nThe company benefits from several competitive advantages, including its well-known brand name as it had a first-mover advantage, and network effects through 377 million active accounts. Like credit card companies, PayPal earns money charging a fee per transaction, and that has proven to be a highly lucrative business.\nIn 2020, PayPal generated $4.2 billion in net income on $21.5 billion in revenue, or a 19.5% profit margin, demonstrating the kind of wide margins indicative of a competitive advantage. PayPal is also growing quickly, with revenue up 20.7% last year.\nWood's ARK Invest owns $335 million worth of PayPal in ARK Next Generation Internet ETF (NYSEMKT:ARKG) and ARK Fintech Innovation (NYSEMKT:ARKF). Buffett, who already owns Mastercard and Visa through Berkshire, would find much to admire in PayPal.\n2. The Trade Desk\nAdvertising has long been one of Buffett's favorite business models. For much of his career, he was a big backer of newspapers, including being a major holder in the Washington Post Company, and has owned dozens of other newspapers as well. He's also called newspapers local monopolies, arguing that newspapers in small cities without competition would \"gush profits.\"\nMore recently, however, as the industry has come under pressure from digital media, Buffett has acknowledged that most newspapers are \"toast.\"\nBut the advertising business still remains a fount of profits -- it's just shifted to digital media. One way to take advantage of the technological shift in advertising is through The Trade Desk (NASDAQ:TTD), an ad tech firm that is the leading pure-play demand side platform (DSP), meaning it helps ad agencies efficiently allocate their budgets across multiple channels.\nThe Trade Desk operates a cloud-based, self-serve platform that has delivered both high growth and fat profits. Advertising is a high-margin business model at scale, and The Trade Desk has capitalized on that, with few tech companies growing as fast or as profitably as it is. Last year, revenue jumped 26% to $836 million, and it posted adjusted EBITDA of $283.7 million, or a 34% margin. It's hard not to like numbers like that.\nThe ARK Next Generation Internet ETF owns $166 million in Trade Desk shares. The stock wouldn't look out of place in Berkshire Hathaway's portfolio, given its growth and profits, as well as Buffett's penchant for advertising businesses.\n3. Alibaba\nValue stocks aren't easy to come by at ARK, but Alibaba (NYSE:BABA) fits the bill as both a growth stock and a value stock. The Chinese tech giant has abundant competitive advantages. It's the world's biggest e-commerce platform with more than $1 trillion in annual gross merchandise volume, built on giant marketplaces like Tmall and Taobao, and it has other growth businesses in areas like logistics and cloud computing.\nAlibaba has faced scrutiny from the Chinese government in recent months, which included a $2.8 billion fine from China's anti-monopoly commission, and it's been ordered to sell off some of its media businesses. However, investors cheered the news of the fine as it meant that a dark cloud had been over the stock, and the fact that it's gotten such regulatory attention is a function of its own competitive strength.\nIn Alibaba's most recent quarter, revenue jumped 37% to $33.8 billion, and it posted adjusted net income of $9.1 billion, equivalent to a profit margin of 27%. In part because of the regulatory concerns and a threat to be potentially delisted from U.S. exchanges, Alibaba shares trade at a price-to-earnings (P/E) ratio of 24, much less than the S&P 500 at a P/E of 42.\nAlibaba stock looks like a perfect example of value investing, trading for less than its intrinsic value, and Buffett has shown that he's not afraid of Chinese stocks as he's a major backer of BYD, a Chinese electric carmaker.\nARK owns $154 million worth of Alibaba across three of its ETFs, showing it sees multiple growth avenues and advantages for the Chinese tech giant. There are a lot of reasons it would appeal to an investor like Buffett.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}