Profile - To The Moon

taffy_lili

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- taffy_lilitaffy_lili
  ·08-22
  $Apple(AAPL)$ 😊
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- taffy_lilitaffy_lili
  ·2022-06-23
  [Strong] [Chuckle]
  Facebook, Netflix and PayPal Are Value Stocks Now
  FTSE Russell is due to rebalance indexes, adding and deleting companies from benchmarksFacebook pare
  Facebook, Netflix and PayPal Are Value Stocks Now
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- taffy_lilitaffy_lili
  ·2022-06-19
  $Aztech Gbl(8AZ.SI)$[Doubt]
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- taffy_lilitaffy_lili
  ·2021-12-25
  Good read [Cool]
  Better Cloud Stock: Microsoft vs. Amazon
  Which tech giant is the better all-around investment?
  Better Cloud Stock: Microsoft vs. Amazon
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- taffy_lilitaffy_lili
  ·2021-07-01
  $Aztech Gbl(8AZ.SI)$[LOL]
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- taffy_lilitaffy_lili
  ·2021-06-25
  $Aztech Gbl(8AZ.SI)$[What] [What]
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- taffy_lilitaffy_lili
  ·2021-06-24
  $Aztech Gbl(8AZ.SI)$[Smile]
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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> 😊","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> 😊","text":"$Apple(AAPL)$ 😊","images":[{"img":"https://community-static.tradeup.com/news/6b60c264f500d8557d0ad7c3ecb7ecf9","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340988664795144","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9041026557,"gmtCreate":1655984478079,"gmtModify":1676535745044,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581987057167020","authorIdStr":"3581987057167020"},"themes":[],"htmlText":"[Strong]&nbsp;[Chuckle]&nbsp;","listText":"[Strong]&nbsp;[Chuckle]&nbsp;","text":"[Strong] [Chuckle]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041026557","repostId":"1158249141","repostType":2,"repost":{"id":"1158249141","pubTimestamp":1655983885,"share":"https://ttm.financial/m/news/1158249141?lang=&edition=fundamental","pubTime":"2022-06-23 19:31","market":"us","language":"en","title":"Facebook, Netflix and PayPal Are Value Stocks Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1158249141","media":"The Wall Street Journal","summary":"FTSE Russell is due to rebalance indexes, adding and deleting companies from benchmarksFacebook pare","content":"<html><head></head><body><p>FTSE Russell is due to rebalance indexes, adding and deleting companies from benchmarks</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e5542ff8105c013c293f4d00cc13cf8\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"/><span>Facebook parent Meta, which participated in a recent Paris conference, is set to jump into the Russell 1000 Value Index.</span></p><p>Investors are positioning for a big reshuffling in the stock market Friday.</p><p>Index provider FTSE Russell is due to rebalance its stock benchmarks at the close of trading, adding and deleting companies from indexes tied to trillions of dollars of investments.</p><p>Among the stocks on the move are former darlings Meta Platforms Inc., the parent of Facebook Netflix Inc. and PayPal Holdings Inc.. All three will jump into the Russell 1000 Value Index, and their weights in the Russell 1000 Growth Index will dwindle. GameStop Corp., another favorite among individual investors, will make the same trip, though it will lose its place in the growth index.</p><p>Among the other big changes in store?Tesla Inc. will replace Meta as the fifth-largest U.S. company in Russell indexes. And many energy stocks, star performers this year, are being promoted to the Russell 1000 index from the Russell 2000 index of small companies.</p><p>FTSE Russell says the value benchmark is populated with companies that exhibit lower price-to-book ratios—which reflect the famed investor Benjamin Graham’s traditional approach to discovering undervalued companies—and lower expected growth values. The growth benchmark, on the other hand, is supposed to feature companies promising faster growth.</p><p>The index producer says it uses a number of different metrics, including growth forecasts and historical sales, to determine whether stocks fall into growth or value buckets, or both. The Russell 1000 Growth Index is down 29% this year and is headed for its worst performance relative to the value gauge in the first half of any year since 2002, around the time the dot-com bubble burst.</p><p>The revamp underscores the recent regime change in the stock market. For much of the past decade, shares of technology companies such as Meta and Netflix kept soaring, helping push major indexes to fresh highs. Investors, hungry for shares of companies promising high growth in the future, paid up to hold those stocks.</p><p>Meanwhile, value investors,who typically hunt for bargains, often eschewed the flashy social-media giants and software companies and sought other corners of the market. Now, shares of the tech companies have fallen so fast and hard that they look like bargains, by FTSE Russell’s criteria at least. Meta has declined about 50% this year, Netflix has tumbled about 70% and PayPal has fallen about 60%.</p><p>FTSE Russell hasn’t publicly released the full list of stocks that will be added or removed from its indexes, but Catherine Yoshimoto, director of product management for the Russell U.S. indexes, confirmed the individual stock moves.</p><p>Other once-highflying growth companies that will creep into the value benchmark include software company Okta Inc., Pinterest Inc., Zoom Video Communications Inc and Moderna Inc. Those stocks will remain in the growth index as well, though their weightings in that gauge will edge lower.</p><p><img src=\"https://static.tigerbbs.com/200e2e773ce5632c7c0b24deacf7aac0\" tg-width=\"431\" tg-height=\"555\" width=\"100%\" height=\"auto\"/></p><p>The rebalancing will ripple through trillions of dollars in investments. To ensure that passive funds are tracking their respective indexes accurately, portfolio managers overseeing those funds will buy or sell the stocks around the close of trading Friday.</p><p>The reshuffling means the final minutes of Friday’s session might be some of the most hectic of the year. Min Moon, head of index and delta one strategy at JPMorgan Chase &amp; Co., estimates that about $112 billion will change hands in the final moments of the day.</p><p><img src=\"https://static.tigerbbs.com/e51e601e45a08d64b368a37f1dc83bd2\" tg-width=\"434\" tg-height=\"560\" width=\"100%\" height=\"auto\"/></p><p>The roughly $55 billion, for example, currently holds shares of Netflix, Meta and PayPal. That ETF will likely decrease its holdings of those three stocks. Its counterpart, the iShares Russell 1000 Value ETF, will likely increase holdings of the tech behemoths.</p><p>Ms. Moon estimates that tech companies will shed the most weight in the growth index, led by Meta. Its position in the growth gauge will decrease to about 0.5% from roughly 2.3%, while its weight in the value index will be about 1.7%, she said. Meta, with a valuation of more than $400 billion, is one of the biggest holdings in the iShares growth ETF and would likely hold considerable sway over the value fund.</p><p>Meanwhile, energy companies will increase their heft in the growth gauge, making up 1.5% of the index, up from around 0.6%, according to Ms. Moon.</p><p>Some investors say the price-to-book ratio that FTSE Russell uses has lost its relevance because of the increasing significance of intangible assets, which are ignored in the measure or reflected inconsistently.</p><p>“Is Meta a value stock at this point?” said Aaron Dunn, a portfolio manager overseeing value strategies at Eaton Vance. “I don’t know that it’s cheap enough for us to say that’s a value stock and that it’s undervalued on an intrinsic basis.”</p><p>Meta’s forward price-to-earnings ratio, based on earnings expectations for the next year, has sunk to 12.2, compared with 15.85 for the broader S&amp;P 500 index, FactSet data show.</p><p><img src=\"https://static.tigerbbs.com/45f9354fa5238d52c39e859bbdfd0863\" tg-width=\"965\" tg-height=\"689\" width=\"100%\" height=\"auto\"/></p></body></html>","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>Facebook, Netflix and PayPal Are Value Stocks Now</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; 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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\">\nFacebook, Netflix and PayPal Are Value Stocks Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-23 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/facebook-netflix-and-paypal-are-value-stocks-now-11655956472?mod=hp_lead_pos2><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FTSE Russell is due to rebalance indexes, adding and deleting companies from benchmarksFacebook parent Meta, which participated in a recent Paris conference, is set to jump into the Russell 1000 Value...</p>\n\n<a href=\"https://www.wsj.com/articles/facebook-netflix-and-paypal-are-value-stocks-now-11655956472?mod=hp_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","PYPL":"PayPal","NFLX":"奈飞"},"source_url":"https://www.wsj.com/articles/facebook-netflix-and-paypal-are-value-stocks-now-11655956472?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158249141","content_text":"FTSE Russell is due to rebalance indexes, adding and deleting companies from benchmarksFacebook parent Meta, which participated in a recent Paris conference, is set to jump into the Russell 1000 Value Index.Investors are positioning for a big reshuffling in the stock market Friday.Index provider FTSE Russell is due to rebalance its stock benchmarks at the close of trading, adding and deleting companies from indexes tied to trillions of dollars of investments.Among the stocks on the move are former darlings Meta Platforms Inc., the parent of Facebook Netflix Inc. and PayPal Holdings Inc.. All three will jump into the Russell 1000 Value Index, and their weights in the Russell 1000 Growth Index will dwindle. GameStop Corp., another favorite among individual investors, will make the same trip, though it will lose its place in the growth index.Among the other big changes in store?Tesla Inc. will replace Meta as the fifth-largest U.S. company in Russell indexes. And many energy stocks, star performers this year, are being promoted to the Russell 1000 index from the Russell 2000 index of small companies.FTSE Russell says the value benchmark is populated with companies that exhibit lower price-to-book ratios—which reflect the famed investor Benjamin Graham’s traditional approach to discovering undervalued companies—and lower expected growth values. The growth benchmark, on the other hand, is supposed to feature companies promising faster growth.The index producer says it uses a number of different metrics, including growth forecasts and historical sales, to determine whether stocks fall into growth or value buckets, or both. The Russell 1000 Growth Index is down 29% this year and is headed for its worst performance relative to the value gauge in the first half of any year since 2002, around the time the dot-com bubble burst.The revamp underscores the recent regime change in the stock market. For much of the past decade, shares of technology companies such as Meta and Netflix kept soaring, helping push major indexes to fresh highs. Investors, hungry for shares of companies promising high growth in the future, paid up to hold those stocks.Meanwhile, value investors,who typically hunt for bargains, often eschewed the flashy social-media giants and software companies and sought other corners of the market. Now, shares of the tech companies have fallen so fast and hard that they look like bargains, by FTSE Russell’s criteria at least. Meta has declined about 50% this year, Netflix has tumbled about 70% and PayPal has fallen about 60%.FTSE Russell hasn’t publicly released the full list of stocks that will be added or removed from its indexes, but Catherine Yoshimoto, director of product management for the Russell U.S. indexes, confirmed the individual stock moves.Other once-highflying growth companies that will creep into the value benchmark include software company Okta Inc., Pinterest Inc., Zoom Video Communications Inc and Moderna Inc. Those stocks will remain in the growth index as well, though their weightings in that gauge will edge lower.The rebalancing will ripple through trillions of dollars in investments. To ensure that passive funds are tracking their respective indexes accurately, portfolio managers overseeing those funds will buy or sell the stocks around the close of trading Friday.The reshuffling means the final minutes of Friday’s session might be some of the most hectic of the year. Min Moon, head of index and delta one strategy at JPMorgan Chase & Co., estimates that about $112 billion will change hands in the final moments of the day.The roughly $55 billion, for example, currently holds shares of Netflix, Meta and PayPal. That ETF will likely decrease its holdings of those three stocks. Its counterpart, the iShares Russell 1000 Value ETF, will likely increase holdings of the tech behemoths.Ms. Moon estimates that tech companies will shed the most weight in the growth index, led by Meta. Its position in the growth gauge will decrease to about 0.5% from roughly 2.3%, while its weight in the value index will be about 1.7%, she said. Meta, with a valuation of more than $400 billion, is one of the biggest holdings in the iShares growth ETF and would likely hold considerable sway over the value fund.Meanwhile, energy companies will increase their heft in the growth gauge, making up 1.5% of the index, up from around 0.6%, according to Ms. Moon.Some investors say the price-to-book ratio that FTSE Russell uses has lost its relevance because of the increasing significance of intangible assets, which are ignored in the measure or reflected inconsistently.“Is Meta a value stock at this point?” said Aaron Dunn, a portfolio manager overseeing value strategies at Eaton Vance. “I don’t know that it’s cheap enough for us to say that’s a value stock and that it’s undervalued on an intrinsic basis.”Meta’s forward price-to-earnings ratio, based on earnings expectations for the next year, has sunk to 12.2, compared with 15.85 for the broader S&P 500 index, FactSet data show.","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040854983,"gmtCreate":1655646148242,"gmtModify":1676535677227,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581987057167020","authorIdStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Doubt]&nbsp;","listText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Doubt]&nbsp;","text":"$Aztech Gbl(8AZ.SI)$[Doubt]","images":[{"img":"https://community-static.tradeup.com/news/812b34a636a4781338ec84fe5c8b4218","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040854983","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9009993277,"gmtCreate":1640407770444,"gmtModify":1676533520025,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581987057167020","authorIdStr":"3581987057167020"},"themes":[],"htmlText":"Good read [Cool]&nbsp;","listText":"Good read [Cool]&nbsp;","text":"Good read [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009993277","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","pubTimestamp":1640398963,"share":"https://ttm.financial/m/news/2193178191?lang=&edition=fundamental","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<p><b>Microsoft</b> (NASDAQ:MSFT) and <b>Amazon</b> (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.</p>\n<p>Amazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.</p>\n<p>That dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?</p>\n<h2>The differences between Microsoft and Amazon</h2>\n<p>Microsoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.</p>\n<p>Under Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.</p>\n<p>Amazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.</p>\n<p>Last year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.</p>\n<p>That's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.</p>\n<h2>Which tech giant is growing faster?</h2>\n<p>The pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.</p>\n<p>But for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.</p>\n<p>Microsoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>Revenue Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>22%</p></td>\n   <td width=\"120\"><p>18%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>18%</p></td>\n   <td width=\"120\"><p>17%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.</p>\n<p>In terms of profits, Microsoft should also experience a softer landing than Amazon:</p>\n<table border=\"1\" width=\"612\">\n <colgroup></colgroup>\n <tbody>\n  <tr valign=\"TOP\">\n   <th width=\"199\"><p>EPS Growth (YOY)</p></th>\n   <th width=\"115\"><p>Previous FY</p></th>\n   <th width=\"120\"><p>Current FY</p></th>\n   <th width=\"120\"><p>Next FY</p></th>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Amazon</b></p></td>\n   <td width=\"115\"><p>82%</p></td>\n   <td width=\"120\"><p>(2%)</p></td>\n   <td width=\"120\"><p>26%</p></td>\n  </tr>\n  <tr valign=\"TOP\">\n   <td width=\"199\"><p><b>Microsoft</b></p></td>\n   <td width=\"115\"><p>38%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n   <td width=\"120\"><p>14%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source: Amazon, Microsoft, Yahoo Finance, Dec. 22.</p>\n<p>That's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.</p>\n<h2>What do the valuations say?</h2>\n<p>Neither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.</p>\n<p>However, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.</p>\n<h2>The winner: Microsoft</h2>\n<p>Microsoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.</p>\n<p>Microsoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.</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>Better Cloud Stock: Microsoft vs. Amazon</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\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMZN":"亚马逊","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","MSFT":"微软","BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151803714,"gmtCreate":1625069520038,"gmtModify":1703735521901,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581987057167020","authorIdStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[LOL]&nbsp;","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[LOL]&nbsp;","text":"$Aztech Gbl(8AZ.SI)$[LOL]","images":[{"img":"https://static.tigerbbs.com/c68e77f8e02afcff0daa0294b6c9c271","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151803714","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126830025,"gmtCreate":1624550407467,"gmtModify":1703840221887,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581987057167020","authorIdStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[What]&nbsp;[What]&nbsp;","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[What]&nbsp;[What]&nbsp;","text":"$Aztech Gbl(8AZ.SI)$[What] [What]","images":[{"img":"https://static.tigerbbs.com/87caf014dd9b1ac0e49669762d20d95a","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126830025","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126891525,"gmtCreate":1624550133267,"gmtModify":1703840213179,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581987057167020","authorIdStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Smile]&nbsp;","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Smile]&nbsp;","text":"$Aztech Gbl(8AZ.SI)$[Smile]","images":[{"img":"https://static.tigerbbs.com/f4cfe7b1aa52da471bdb29af29b62114","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126891525","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}