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Jessyyyyy

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- JessyyyyyJessyyyyy
  ·2021-08-25
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- JessyyyyyJessyyyyy
  ·2021-08-23
  Wow
  Paysafe: Where Is The Floor?
  Summary Paysafe's revenue growth for its fiscal 2021 second quarter has sped up. High leverage has
  Paysafe: Where Is The Floor?
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- JessyyyyyJessyyyyy
  ·2021-08-15
  Better
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- JessyyyyyJessyyyyy
  ·2021-08-13
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- JessyyyyyJessyyyyy
  ·2021-08-11
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- JessyyyyyJessyyyyy
  ·2021-08-10
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- JessyyyyyJessyyyyy
  ·2021-08-06
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- JessyyyyyJessyyyyy
  ·2021-08-05
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- JessyyyyyJessyyyyy
  ·2021-08-02
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- JessyyyyyJessyyyyy
  ·2021-07-31
  Wow
  You can beat stock market indexes — this fund manager has, and this is how she and her team did it
  Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu
  You can beat stock market indexes — this fund manager has, and this is how she and her team did it
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17:58","market":"us","language":"en","title":"Paysafe: Where Is The Floor?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190758315","media":"seekingalpha","summary":"Summary\n\nPaysafe's revenue growth for its fiscal 2021 second quarter has sped up.\nHigh leverage has ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Paysafe's revenue growth for its fiscal 2021 second quarter has sped up.</li>\n <li>High leverage has hampered profitability and will remain a headwind until the company generates enough free cash flow on a quarterly basis to pay it back.</li>\n <li>The share price continues to fall on the back of negative SPAC sentiment.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86757d2b7d17b7fe7071210bad77f795\" tg-width=\"1536\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>ipopba/iStock via Getty Images</span></p>\n<p>Paysafe's (PSFE) fall was immediately followed by another fall. The company has now become one of the poster boys for the decline of special purpose acquisition companies and DeSPACs. Of how a go-public conduit that was once held in high regard eventually came crashing down when exposed to the advent of time. For many Paysafe bulls, the worst possible scenario has come to pass. But they are not alone, nearly all investors in DeSPACs are feeling the smoke from the burning of their respective investments. This is despite these targeting entirely different sectors, customers, and geographies.</p>\n<p>To illustrate this conundrum, a riddle. What does a dog toy company, a direct-to-consumer telehealth company, a digital lender, and Paysafe have in common apart from having been SPACs?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88b2c677e09e609cb1130119524f7580\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Paysafe's bulls have been left reeling, we all have. As DeSPACs regardless of their underlying financials and industry continue to show a strong correlation with each other. I continue to believe this to be a short-term aberration. In the longer term, it should melt and allow companies with solid financials to rise to higher values.</p>\n<p>The problem left for Paysafe bulls is does the company possess these solid financials?</p>\n<p><b>Leverage, Faster Growth, And Cash Burn</b></p>\n<p>Paysafe recently published its fiscal 2021 second-quarter results. This saw the company realize revenue of$384.34 million, a year-over-year increase of 12.7% and a beat of $5.9 million on analyst estimates. It's encouraging that the rate of revenue growth sped up from the 5% recorded in the previous quarter as the company was able to record a 41% YoY growth in payment volume to $32 billion.</p>\n<p>Unfortunately, this did not translate to material net profit for the period which came in at just $6.6 million, albeit an improvement on the net loss of $15.9 million in the year-ago quarter. For its 2021 fiscal year, Paysafe expects revenue to be in the range of $1.53 billion to $1.55 billion versus a consensus of $1.55 billion. Adjusted EBITDA is expected to be in the range of $480 million to $495 million. This places the company's forward price to revenue multiple at 3.85x. Of course, this rises to 5x when the net debt of $1.87 billion Paysafe held on its balance as at the end of the quarter is considered.</p>\n<p>Indeed, the company held long-term debt of $2.1 billion only partially offset by cash and equivalents of $248 million. As free cash flow during the quarter was negative at $8.5 million, the company is not currently in the position of being able to pay back its debt through its operations. This cost $61 million in interest payment during the quarter, up 15% from the year-ago quarter and around 9x times net income during the period. This debt was inherited from the company's previous private equity owners and will restrict the company's operational capacity until it can be paid off from consistent free cash flow.</p>\n<p>The company also announced the acquisition ofSafetypay, a Florida-based payments platform that enables eCommerce transactions and operating primarily in Latin America. However, while the acquisition cost of $441 million was provided, the underlying financials for Safetypay was not.</p>\n<p><b>What Comes Next?</b></p>\n<p>I like many other investors in SPAC companies expected Q2 2021 results period to be when the correlation begins to melt and a period that would allow stronger companies to start detaching themselves from the SPAC herd. However, this correlation only seems to have heightened. In this sense, Paysafe's Q2 2021 results never really mattered. Whether good or bad the common shares would have fallen. This systematic selloff of SPACs is a holdout from the SPACs are dead trade mantra.</p>\n<p><b>So what comes next?</b></p>\n<p>There will eventually be a detachment from the retail-led ebbs and flows of the wider SPAC market and Paysafe might stand to benefit whenever this happens. The Q2 results were decent with growth picking up and the company improving its profitability. While I'd stop short of calling the financials solid as high debt will continue to weigh down on profitability, Paysafe is not standing still and stands to benefit from the expanding North America iGaming market. For future returns, Paysafe bulls should in the interim look to the wider SPAC market where sentiment currently sits at rock bottom. In the longer term, look to higher profitability to support a concrete plan by management to materially reduce debt. This will help the company reduce its current $200 million annual interest cost.</p>\n<p>DeSPACs are not standing still. And I continue to believe that current negative sentiment has run its course and the sell SPAC trade too crowded. Hence, just as time saw companies once held in high regard come crashing down, it will see them rise back up.</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>Paysafe: Where Is The Floor?</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\">\nPaysafe: Where Is The Floor?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 17:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451055-paysafe-where-is-the-floor><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPaysafe's revenue growth for its fiscal 2021 second quarter has sped up.\nHigh leverage has hampered profitability and will remain a headwind until the company generates enough free cash flow ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451055-paysafe-where-is-the-floor\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSFE":"Paysafe Ltd"},"source_url":"https://seekingalpha.com/article/4451055-paysafe-where-is-the-floor","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190758315","content_text":"Summary\n\nPaysafe's revenue growth for its fiscal 2021 second quarter has sped up.\nHigh leverage has hampered profitability and will remain a headwind until the company generates enough free cash flow on a quarterly basis to pay it back.\nThe share price continues to fall on the back of negative SPAC sentiment.\n\nipopba/iStock via Getty Images\nPaysafe's (PSFE) fall was immediately followed by another fall. The company has now become one of the poster boys for the decline of special purpose acquisition companies and DeSPACs. Of how a go-public conduit that was once held in high regard eventually came crashing down when exposed to the advent of time. For many Paysafe bulls, the worst possible scenario has come to pass. But they are not alone, nearly all investors in DeSPACs are feeling the smoke from the burning of their respective investments. This is despite these targeting entirely different sectors, customers, and geographies.\nTo illustrate this conundrum, a riddle. What does a dog toy company, a direct-to-consumer telehealth company, a digital lender, and Paysafe have in common apart from having been SPACs?\nData by YCharts\nPaysafe's bulls have been left reeling, we all have. As DeSPACs regardless of their underlying financials and industry continue to show a strong correlation with each other. I continue to believe this to be a short-term aberration. In the longer term, it should melt and allow companies with solid financials to rise to higher values.\nThe problem left for Paysafe bulls is does the company possess these solid financials?\nLeverage, Faster Growth, And Cash Burn\nPaysafe recently published its fiscal 2021 second-quarter results. This saw the company realize revenue of$384.34 million, a year-over-year increase of 12.7% and a beat of $5.9 million on analyst estimates. It's encouraging that the rate of revenue growth sped up from the 5% recorded in the previous quarter as the company was able to record a 41% YoY growth in payment volume to $32 billion.\nUnfortunately, this did not translate to material net profit for the period which came in at just $6.6 million, albeit an improvement on the net loss of $15.9 million in the year-ago quarter. For its 2021 fiscal year, Paysafe expects revenue to be in the range of $1.53 billion to $1.55 billion versus a consensus of $1.55 billion. Adjusted EBITDA is expected to be in the range of $480 million to $495 million. This places the company's forward price to revenue multiple at 3.85x. Of course, this rises to 5x when the net debt of $1.87 billion Paysafe held on its balance as at the end of the quarter is considered.\nIndeed, the company held long-term debt of $2.1 billion only partially offset by cash and equivalents of $248 million. As free cash flow during the quarter was negative at $8.5 million, the company is not currently in the position of being able to pay back its debt through its operations. This cost $61 million in interest payment during the quarter, up 15% from the year-ago quarter and around 9x times net income during the period. This debt was inherited from the company's previous private equity owners and will restrict the company's operational capacity until it can be paid off from consistent free cash flow.\nThe company also announced the acquisition ofSafetypay, a Florida-based payments platform that enables eCommerce transactions and operating primarily in Latin America. However, while the acquisition cost of $441 million was provided, the underlying financials for Safetypay was not.\nWhat Comes Next?\nI like many other investors in SPAC companies expected Q2 2021 results period to be when the correlation begins to melt and a period that would allow stronger companies to start detaching themselves from the SPAC herd. However, this correlation only seems to have heightened. In this sense, Paysafe's Q2 2021 results never really mattered. Whether good or bad the common shares would have fallen. This systematic selloff of SPACs is a holdout from the SPACs are dead trade mantra.\nSo what comes next?\nThere will eventually be a detachment from the retail-led ebbs and flows of the wider SPAC market and Paysafe might stand to benefit whenever this happens. The Q2 results were decent with growth picking up and the company improving its profitability. While I'd stop short of calling the financials solid as high debt will continue to weigh down on profitability, Paysafe is not standing still and stands to benefit from the expanding North America iGaming market. For future returns, Paysafe bulls should in the interim look to the wider SPAC market where sentiment currently sits at rock bottom. In the longer term, look to higher profitability to support a concrete plan by management to materially reduce debt. This will help the company reduce its current $200 million annual interest cost.\nDeSPACs are not standing still. And I continue to believe that current negative sentiment has run its course and the sell SPAC trade too crowded. Hence, just as time saw companies once held in high regard come crashing down, it will see them rise back 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15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","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>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}