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choekw

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- choekwchoekw
  ·2022-08-17
  DCA more. It will come back.
  Palantir Is Punishing Shareholders With This Regular Practice
  This accounting technique could be dragging down investors' returns.
  Palantir Is Punishing Shareholders With This Regular Practice
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- choekwchoekw
  ·2022-08-17
  Shopee is not doing good this year. A lot of policy added, and buyer seller slowly shift to other plateform and media. That what Malaysia happens now.
  Sea Tumbles 14% After Wider Than Expected Loss
  (Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast
  Sea Tumbles 14% After Wider Than Expected Loss
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- choekwchoekw
  ·2022-08-17
  Just another jokes today. Just kidding and relax
  Sorry, this post has been deleted
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- choekwchoekw
  ·2022-08-17
  Agreed your point of view. Thanks for your detail analysis. Make my mind clear. Like yours sharing.
  Palantir: Could It Be A FAANG?
  SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condi
  Palantir: Could It Be A FAANG?
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It will come back.&nbsp;","listText":"DCA more. It will come back.&nbsp;","text":"DCA more. It will come back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993407508","repostId":"2259688685","repostType":4,"repost":{"id":"2259688685","kind":"highlight","pubTimestamp":1660650269,"share":"https://ttm.financial/m/news/2259688685?lang=&edition=fundamental","pubTime":"2022-08-16 19:44","market":"us","language":"en","title":"Palantir Is Punishing Shareholders With This Regular Practice","url":"https://stock-news.laohu8.com/highlight/detail?id=2259688685","media":"Motley Fool","summary":"This accounting technique could be dragging down investors' returns.","content":"<html><head></head><body><p>Data specialist <b>Palantir Technologies</b> (PLTR 0.00%) is a unique company. It requires top-notch talent to build complicated software solutions for some of the world&#39;s most complex tasks, including working with the most secretive parts of the U.S. government.</p><p>The story is fantastic, but sometimes it doesn&#39;t translate well to investment returns. The stock is sitting at $10 per share, the same price it went public at in late 2020. A bear market that was especially hard on tech stocks certainly deserves some blame, but there is a deeper issue that investors should know about.</p><h2>Palantir&#39;s stock-based compensation strategy</h2><p>Palantir&#39;s business requires bright employees to build and maintain its software solutions; in other words, talent is a competitive advantage. Good help isn&#39;t cheap, and Palantir has chosen a strategy of luring talent with significant stock-based compensation instead of large cash salaries.</p><p>This is a double-edged sword. On the one hand, stock-based compensation is a non-cash expense, which preserves cash and has helped Palantir operate with positive free cash flow:</p><p><img src=\"https://static.tigerbbs.com/7476f0fdb2b354600cd2012c277fd786\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR Stock-Based Compensation (TTM) data by YCharts.</p><p>But the downside is a share count that is continually expanding. Shares lose value when you add more because they represent a smaller slice of the company. The business must grow fast enough to overcome this loss of share value, called dilution.</p><h2>But it&#39;s canceling out the company&#39;s growth</h2><p>Unfortunately, that doesn&#39;t appear to be the case. Most investors look at an earnings report and see the top-line growth. For example, Palantir&#39;s revenue grew 26% year over year in Q2. Trailing-12-month revenue has hit $1.7 billion, a 94% increase since coming public in 2020.</p><p><img src=\"https://static.tigerbbs.com/bb1a6ecb09ea91871ddb810c831a7945\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR Revenue (TTM) data by YCharts.</p><p>But almost nobody looks past that to see what dilution is doing to Palantir&#39;s shareholders. The above chart shows that revenue per share is virtually flat, wiping out all of that revenue growth on a per-share basis.</p><h2>Meanwhile, growth isn&#39;t cutting it</h2><p>This wouldn&#39;t be a huge deal if Palantir&#39;s growth were accelerating. Its software platforms, Gotham and Foundry, could play an essential role in how government and businesses operate in the years to come. Additionally, Palantir has just 304 customers; there is <i>a lot</i> of room for the company to grow.</p><p>However, Palantir&#39;s growth is slowing down, not speeding up. You can see below that the quarterly revenue growth rate has slowed from more than 48% to 26% in the most recent quarter (Q2):</p><p><img src=\"https://static.tigerbbs.com/d4fd5750887086e843de048adc18b4ba\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR Revenue (Quarterly YoY Growth) data by YCharts.</p><p>The problem is that Palantir could need to bring on more talent as it grows larger. The company&#39;s employee count increased 20% over the past year. There has to be some point where the scales tip and Palantir&#39;s business can grow faster than its share count.</p><p>It&#39;s not too late for Palantir to change its trajectory. Many companies have noted fears about a looming recession, and enterprises could be hesitant to spend money in the short term. In that light, maybe cutting Palantir some slack is fair. But this trend needs to turn around at some point. Otherwise, Palantir might end up being a cool company but a mediocre investment.</p></body></html>","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>Palantir Is Punishing Shareholders With This Regular Practice</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\">\nPalantir Is Punishing Shareholders With This Regular Practice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 19:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/palantir-punish-shareholders-stock-compensation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Data specialist Palantir Technologies (PLTR 0.00%) is a unique company. It requires top-notch talent to build complicated software solutions for some of the world's most complex tasks, including ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/palantir-punish-shareholders-stock-compensation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4523":"印度概念","TTM":"塔塔汽车"},"source_url":"https://www.fool.com/investing/2022/08/16/palantir-punish-shareholders-stock-compensation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259688685","content_text":"Data specialist Palantir Technologies (PLTR 0.00%) is a unique company. It requires top-notch talent to build complicated software solutions for some of the world's most complex tasks, including working with the most secretive parts of the U.S. government.The story is fantastic, but sometimes it doesn't translate well to investment returns. The stock is sitting at $10 per share, the same price it went public at in late 2020. A bear market that was especially hard on tech stocks certainly deserves some blame, but there is a deeper issue that investors should know about.Palantir's stock-based compensation strategyPalantir's business requires bright employees to build and maintain its software solutions; in other words, talent is a competitive advantage. Good help isn't cheap, and Palantir has chosen a strategy of luring talent with significant stock-based compensation instead of large cash salaries.This is a double-edged sword. On the one hand, stock-based compensation is a non-cash expense, which preserves cash and has helped Palantir operate with positive free cash flow:PLTR Stock-Based Compensation (TTM) data by YCharts.But the downside is a share count that is continually expanding. Shares lose value when you add more because they represent a smaller slice of the company. The business must grow fast enough to overcome this loss of share value, called dilution.But it's canceling out the company's growthUnfortunately, that doesn't appear to be the case. Most investors look at an earnings report and see the top-line growth. For example, Palantir's revenue grew 26% year over year in Q2. Trailing-12-month revenue has hit $1.7 billion, a 94% increase since coming public in 2020.PLTR Revenue (TTM) data by YCharts.But almost nobody looks past that to see what dilution is doing to Palantir's shareholders. The above chart shows that revenue per share is virtually flat, wiping out all of that revenue growth on a per-share basis.Meanwhile, growth isn't cutting itThis wouldn't be a huge deal if Palantir's growth were accelerating. Its software platforms, Gotham and Foundry, could play an essential role in how government and businesses operate in the years to come. Additionally, Palantir has just 304 customers; there is a lot of room for the company to grow.However, Palantir's growth is slowing down, not speeding up. You can see below that the quarterly revenue growth rate has slowed from more than 48% to 26% in the most recent quarter (Q2):PLTR Revenue (Quarterly YoY Growth) data by YCharts.The problem is that Palantir could need to bring on more talent as it grows larger. The company's employee count increased 20% over the past year. There has to be some point where the scales tip and Palantir's business can grow faster than its share count.It's not too late for Palantir to change its trajectory. Many companies have noted fears about a looming recession, and enterprises could be hesitant to spend money in the short term. In that light, maybe cutting Palantir some slack is fair. But this trend needs to turn around at some point. Otherwise, Palantir might end up being a cool company but a mediocre investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993402260,"gmtCreate":1660709163352,"gmtModify":1676536384609,"author":{"id":"4115465198871892","authorId":"4115465198871892","name":"choekw","avatar":"https://community-static.tradeup.com/news/e56b29d2971af136ff812d68d81b7f1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115465198871892","idStr":"4115465198871892"},"themes":[],"htmlText":"Shopee is not doing good this year. A lot of policy added, and buyer seller slowly&nbsp;shift to other plateform and media. That what Malaysia happens now.&nbsp;","listText":"Shopee is not doing good this year. A lot of policy added, and buyer seller slowly&nbsp;shift to other plateform and media. That what Malaysia happens now.&nbsp;","text":"Shopee is not doing good this year. A lot of policy added, and buyer seller slowly shift to other plateform and media. That what Malaysia happens now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993402260","repostId":"1111444094","repostType":4,"repost":{"id":"1111444094","kind":"news","pubTimestamp":1660693398,"share":"https://ttm.financial/m/news/1111444094?lang=&edition=fundamental","pubTime":"2022-08-17 07:43","market":"us","language":"en","title":"Sea Tumbles 14% After Wider Than Expected Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=1111444094","media":"Bloomberg","summary":"(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast","content":"<html><head></head><body><p>(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook.</p><p>The Singapore-based company posted an adjusted loss before interest, taxes, depreciation and amortization of $506.3 million in the June quarter, surpassing the average projection for $482.3 million. Its net loss more than doubled to over $931 million in the June quarter.</p><p>Sea shares dropped 14% to $77.43 in New York trading. Once Southeast Asia’s most valuable company, the company’s shares have fallen more than 75% since peaking in October.</p><p>The downbeat result came after Sea cut its full-year e-commerce revenue outlook in May, to a low of $8.5 billion versus $8.9 billion previously. Shoppers emerging from pandemic lockdowns are cutting back on online purchases, shifting toward essentials during a potential recession.</p><p>Alicia Yap, analyst at Citigroup Inc., said the suspension of e-commerce revenue guidance “will no doubt send unease to investors sentiment.”</p><p>Sea, which counts Tencent Holdings Ltd. as its biggest investor, has suffered a run of setbacks this year, including a sudden ban of its most popular mobile game in India and the subsequent closure of its e-commerce operations there.</p><p>The company has been trying to boost profitability as topline growth plateaus. Second-quarter sales rose 29% to $2.9 billion, the slowest growth in almost five years.</p><h3>Key Insights</h3><ul><li><p>In Southeast Asia and Taiwan, adjusted Ebitda loss per order for Shopee -- before allocation of headquarters’ common expenses -- was less than 1 cent. Chief Executive Officer Forrest Li affirmed a target for the business to hit positive adjusted Ebitda before HQ costs in Asia this year</p></li><li><p>Second-quarter revenue from Shopee, Sea’s e-commerce unit, gained 51% to about $1.7 billion versus estimates of $1.9 billion.</p></li><li><p>Revenue from gaming arm Garena fell to $900.3 million, slightly ahead of estimates for $827.6 million, as hit mobile game Free Fire matures. The company said in March it expected Garena to post $2.9 billion to $3.1 billion in bookings in 2022, set to be its first decline ever.</p></li><li><p>Revenue from SeaMoney, Sea’s digital financial services unit, rose to $279 million.</p></li></ul><h3>Get More</h3><ul><li><p>Sea has been reducing its overseas footprint and slashing jobs in peripheral businesses as competition takes a toll and as it focuses more on profitability, a stark shift from its previous stance of spending for global expansion.</p></li><li><p>Shopee’s gross merchandise value, the sum of transactions flowing through its platform, rose 27% to $19 billion.</p></li><li><p>Some investors are reducing their exposure to Sea. Tiger Global Management LLC sold $473.8 million of Sea shares, cutting its holdings after six quarters of buying, according to SEC filings. Altimeter Capital Management LP, a shareholder of Singapore-based Grab Holdings Ltd., exited Sea’s Class A-ADRs, according to an analysis of its filings by Bloomberg News.</p></li></ul><ul></ul></body></html>","source":"lsy1584095487587","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>Sea Tumbles 14% After Wider Than Expected Loss</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\">\nSea Tumbles 14% After Wider Than Expected Loss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-16/sea-s-loss-wider-than-expected-as-asian-consumer-spending-tanks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111444094","content_text":"(Bloomberg) -- Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook.The Singapore-based company posted an adjusted loss before interest, taxes, depreciation and amortization of $506.3 million in the June quarter, surpassing the average projection for $482.3 million. Its net loss more than doubled to over $931 million in the June quarter.Sea shares dropped 14% to $77.43 in New York trading. Once Southeast Asia’s most valuable company, the company’s shares have fallen more than 75% since peaking in October.The downbeat result came after Sea cut its full-year e-commerce revenue outlook in May, to a low of $8.5 billion versus $8.9 billion previously. Shoppers emerging from pandemic lockdowns are cutting back on online purchases, shifting toward essentials during a potential recession.Alicia Yap, analyst at Citigroup Inc., said the suspension of e-commerce revenue guidance “will no doubt send unease to investors sentiment.”Sea, which counts Tencent Holdings Ltd. as its biggest investor, has suffered a run of setbacks this year, including a sudden ban of its most popular mobile game in India and the subsequent closure of its e-commerce operations there.The company has been trying to boost profitability as topline growth plateaus. Second-quarter sales rose 29% to $2.9 billion, the slowest growth in almost five years.Key InsightsIn Southeast Asia and Taiwan, adjusted Ebitda loss per order for Shopee -- before allocation of headquarters’ common expenses -- was less than 1 cent. Chief Executive Officer Forrest Li affirmed a target for the business to hit positive adjusted Ebitda before HQ costs in Asia this yearSecond-quarter revenue from Shopee, Sea’s e-commerce unit, gained 51% to about $1.7 billion versus estimates of $1.9 billion.Revenue from gaming arm Garena fell to $900.3 million, slightly ahead of estimates for $827.6 million, as hit mobile game Free Fire matures. The company said in March it expected Garena to post $2.9 billion to $3.1 billion in bookings in 2022, set to be its first decline ever.Revenue from SeaMoney, Sea’s digital financial services unit, rose to $279 million.Get MoreSea has been reducing its overseas footprint and slashing jobs in peripheral businesses as competition takes a toll and as it focuses more on profitability, a stark shift from its previous stance of spending for global expansion.Shopee’s gross merchandise value, the sum of transactions flowing through its platform, rose 27% to $19 billion.Some investors are reducing their exposure to Sea. Tiger Global Management LLC sold $473.8 million of Sea shares, cutting its holdings after six quarters of buying, according to SEC filings. Altimeter Capital Management LP, a shareholder of Singapore-based Grab Holdings Ltd., exited Sea’s Class A-ADRs, according to an analysis of its filings by Bloomberg News.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993408972,"gmtCreate":1660708815599,"gmtModify":1676536384546,"author":{"id":"4115465198871892","authorId":"4115465198871892","name":"choekw","avatar":"https://community-static.tradeup.com/news/e56b29d2971af136ff812d68d81b7f1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115465198871892","idStr":"4115465198871892"},"themes":[],"htmlText":"Just another jokes today. Just kidding and relax","listText":"Just another jokes today. Just kidding and relax","text":"Just another jokes today. Just kidding and relax","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993408972","repostId":"2260586189","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993577737,"gmtCreate":1660708301532,"gmtModify":1676536384436,"author":{"id":"4115465198871892","authorId":"4115465198871892","name":"choekw","avatar":"https://community-static.tradeup.com/news/e56b29d2971af136ff812d68d81b7f1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115465198871892","idStr":"4115465198871892"},"themes":[],"htmlText":"Agreed your point of view. Thanks for your detail analysis. Make my mind clear. Like yours sharing.&nbsp;","listText":"Agreed your point of view. Thanks for your detail analysis. Make my mind clear. Like yours sharing.&nbsp;","text":"Agreed your point of view. Thanks for your detail analysis. Make my mind clear. Like yours sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993577737","repostId":"2259007017","repostType":2,"repost":{"id":"2259007017","kind":"news","pubTimestamp":1660706834,"share":"https://ttm.financial/m/news/2259007017?lang=&edition=fundamental","pubTime":"2022-08-17 11:27","market":"us","language":"en","title":"Palantir: Could It Be A FAANG?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259007017","media":"Seeking Alpha","summary":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.</li><li>And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.</li><li>In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.</li><li>Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir&#39;s market opportunity in 2030 could be $1 trillion.</li><li>In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Thesis</b></p><p>Few companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir&#39;s market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir&#39;s potential and bought as much as 15 million shares. But since then, she has completely sold out her fund&#39;s holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.</p><p>For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&amp;P 500 has lost only about 11%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9d1937b029ea7046d54454782db814\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>More About Palantir</b></p><p>Arguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.</p><p>In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company&#39;s software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.</p><p>For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b330c63a70d472c9062a1c0c227863cc\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p><b>Palantir&#39;s Opportunity</b></p><p>Palantir&#39;s market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words &#39;edge computing&#39;) is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir&#39;s market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5059c99b7d668bc766ffa96f0681e120\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p>Reflecting on Palantir&#39;s market opportunity,Alex Karp said:</p><blockquote><i>We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.</i></blockquote><blockquote><i>Most other companies are targeting small segments of the market.</i></blockquote><blockquote><b><i>We see and intend to capture the whole.</i></b></blockquote><p><b>Palantir Valuation</b></p><p>Palantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company&#39;s accelerating business expansion.</p><p>Personally, I believe that Palantir&#39;s business could grow at a 25% CAGR for the next 7 years. Accordingly, the company&#39;s sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir&#39;s net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir&#39;s net-debt position does not change)</p><p>An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.</p><p>Risks</p><p>Investing in Palantir is a speculation, as there is considerable uncertainty related to projecting a company&#39;s fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir&#39;s value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.</p><p>Investors should also consider that much of Palantir&#39;s current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir&#39;s business outlook remains unchanged.</p><p><b>Conclusion</b></p><p>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:</p><blockquote>We believe that our most significant growth is still yet to com</blockquote><p>I estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir&#39;s business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.</p><p><i>What do you think, could Palantir be an equal to the FAANGs?</i></p><p>This article was written by Cavenagh Research. This document is for reference only.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Could It Be A FAANG?</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\">\nPalantir: Could It Be A FAANG?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2259007017","content_text":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir's market opportunity in 2030 could be $1 trillion.In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.Michael Vi/iStock Editorial via Getty ImagesThesisFew companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir's market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir's potential and bought as much as 15 million shares. But since then, she has completely sold out her fund's holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&P 500 has lost only about 11%.Seeking AlphaMore About PalantirArguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company's software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.Palantir Q2 2022 PresentationPalantir's OpportunityPalantir's market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words 'edge computing') is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir's market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)Palantir Q2 2022 PresentationReflecting on Palantir's market opportunity,Alex Karp said:We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.Most other companies are targeting small segments of the market.We see and intend to capture the whole.Palantir ValuationPalantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company's accelerating business expansion.Personally, I believe that Palantir's business could grow at a 25% CAGR for the next 7 years. Accordingly, the company's sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir's net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir's net-debt position does not change)An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.RisksInvesting in Palantir is a speculation, as there is considerable uncertainty related to projecting a company's fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir's value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.Investors should also consider that much of Palantir's current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir's business outlook remains unchanged.ConclusionArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:We believe that our most significant growth is still yet to comI estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir's business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.What do you think, could Palantir be an equal to the FAANGs?This article was written by Cavenagh Research. This document is for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000470","authorId":"9000000000000470","name":"MorganHope","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000470","idStr":"9000000000000470"},"content":"So do I ,I totally agree with that,looks good.","text":"So do I ,I totally agree with that,looks good.","html":"So do I ,I totally agree with that,looks good."}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}