FAANG is Dead. Long Live MANAMANA

Motley Fool2021-11-05

In 2013 Mad Money's Jim Cramer casually launched one of the more widely adopted business mnemonics in history, describing the Four Horsemen of Big Tech by the acronym FANG. These companies were ...

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精彩评论

SPOT_ON
2021-11-08
SPOT_ON
Like n follow
- SPOT_ON:
  👍 👌 💛 😙 🥰
- b1uesky:
  like
meowmeowme
2021-11-08
meowmeowme
U sound lost...
857857a8787
2021-11-07
857857a8787
lol what...
Dita
2021-11-07
Dita
Manamana = Wherewhere
Priscyn
2021-11-06
Priscyn
manamana singalong
Dazz
2021-11-06
Dazz
Serious?
- YPT:
  Ha

发表看法

242

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Long Live MANAMANA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/05/faang-is-dead-long-live-manamana/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2013 Mad Money's Jim Cramer casually launched one of the more widely adopted business mnemonics in history, describing the Four Horsemen of Big Tech by the acronym FANG.\nThese companies were ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/05/faang-is-dead-long-live-manamana/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://www.fool.com/investing/2021/11/05/faang-is-dead-long-live-manamana/","article_id":"2181748650","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2181748650","pubTimestamp":1636124925,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"With new top dogs, it's time to update the infamous acronym.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","ADBE":"Adobe","AMZN":"亚马逊","GOOGL":"谷歌A","NFLX":"奈飞","MSFT":"微软"},"translate_title":"法昂死了。马纳马纳万岁","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"ADBE":0.9,"AMZN":0.9,"FB":0.9,"GOOGL":0.9,"MSFT":0.9,"NFLX":0.9,"NVDA":0.9},"content_text":"In 2013 Mad Money's Jim Cramer casually launched one of the more widely adopted business mnemonics in history, describing the Four Horsemen of Big Tech by the acronym FANG.\nThese companies were Facebook, Amazon.com (NASDAQ:AMZN), Netflix (NASDAQ:NFLX) and Google. Almost immediately the weakness in this appellation became clear:\nWhere in the world was Apple (NASDAQ:AAPL)? OK, let's call it FAANG.\nAnd hey! Microsoft (NASDAQ:MSFT) is really not as dead as people thought it would be! OK. How about FAANG+M? FANMAG?\n(Actually, Microsoft is very not dead, as at $2.5 trillion it is the largest public company in the world not named Saudi Aramco and has outperformed all of the other FAANGs.)\nWelp, turns out Google wants to change its name to Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL). OK, that gets awkward. On the Motley Fool Morning Show, we renamed the whole agglomeration of big cap tech \"FANAMA.\" Try and say that without hearing David Lee Roth's voice.\nSource: Getty Images.\nAnd then, this last week, Facebook changed its name to Meta Platforms (NASDAQ:FB). I was rooting for them to change it to Sugar Mountain, but no dice. All of this means that we can keep trying to shoehorn FAANG into some new acronym (Cramer decided to go with MAMAA, which, I mean...I guess.), or we can rethink this whole thing.\nAnd fear not, for the Morning Show team have done just that. We thought about the most influential consumer technology companies, and we came up with a list of eight.\nMicrosoft\nApple\nNetflix\nAmazon.com\nMeta Platforms\nAdobe (NASDAQ:ADBE)\nNvidia (NASDAQ:NVDA)\nAlphabet\nWhich spells out the incredibly great acronym MANAMANA. Go ahead, go listen to the song. We'll be right here.\nMANAMANA incorporates eight consumer technology companies ranging from $300 billion in market capitalization (Netflix) up to $2.5 trillion (Microsoft). Combined these companies are worth $10.8 trillion, which is 22% of the total market capitalization of all US public companies. In the last reported year these companies generated a combined $1.4 trillion in revenues. They are consumer technology monsters. Mutant companies.\nIn fact, I'd go so far as to say that as goes MANAMANA (doo doo de doo doo), so goes the US economy.\nNow, I know what you're saying right now. Adobe? Really? Yes, absolutely. For one, there is this:\nMSFT data by YCharts\nAdobe shares have outperformed every FANAMA company, and only trails Nvidia in MANAMANA. But perhaps more importantly, Adobe was at the forefront of of a sales model in the tech industry that is now commonplace to the point of cliché: Software as a Service. In 2012 Adobe changed its business model from buy-release-upgrade for Acrobat, Photoshop and inDesign to one where users paid a subscription and as a result got consistent upgrades to the most recent versions. This was a revolutionary move, and not only has it worked out quite satisfactorily for Adobe and its shareholders, but for thousands of other tech and non-tech companies. It is in all ways a societally important company.\nWith MANAMANA we capture an enormous swath of the American technology industry. With the addition of Adobe and Nvidia, this bellwether gains exposure to two segments of the technology that FANG, FAANG, FANAMA and MAMAA miss: creation and publication, and the power behind graphics processing units. These are massively important, growing segments of technology, and Nvidia and Adobe are without question the leaders.\nAnd ultimately that's the point of a bellwether -- to serve as a proxy to track something larger. FAANG was a great placeholder for American large cap technology for the better part of a decade.\nBut now it's time for MANAMANA. (Doo doo de doo doo.)","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":845804986,"gmtCreate":1636326384931,"gmtModify":1636326393522,"author":{"id":"3582922989777578","authorId":"3582922989777578","name":"SPOT_ON","avatar":"https://static.tigerbbs.com/080f029371339d9db26930961de6adb1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582922989777578","authorIdStr":"3582922989777578"},"htmlText":"Like n follow&nbsp;","listText":"Like n follow&nbsp;","text":"Like n 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lost...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845178673","repostId":2181748650,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":842755329,"gmtCreate":1636247984853,"gmtModify":1636247984961,"author":{"id":"3579568061487787","authorId":"3579568061487787","name":"857857a8787","avatar":"https://static.tigerbbs.com/2841ebff6c4c7cf041a090151a1a2a2f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3579568061487787","authorIdStr":"3579568061487787"},"htmlText":"lol what...","listText":"lol what...","text":"lol what...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842755329","repostId":2181748650,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":842753116,"gmtCreate":1636247536727,"gmtModify":1636247536954,"author":{"id":"3586570913312333","authorId":"3586570913312333","name":"Dita","avatar":"https://static.tigerbbs.com/65d7d6dfd0f69d1147ebd56a8f6651f5","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3586570913312333","authorIdStr":"3586570913312333"},"htmlText":"Manamana =&nbsp;Wherewhere","listText":"Manamana =&nbsp;Wherewhere","text":"Manamana = Wherewhere","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842753116","repostId":2181748650,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":842505540,"gmtCreate":1636193728272,"gmtModify":1636193728566,"author":{"id":"3574922224515422","authorId":"3574922224515422","name":"Priscyn","avatar":"https://static.tigerbbs.com/f8d975ba47d25b1cd747c29f03928d8d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3574922224515422","authorIdStr":"3574922224515422"},"htmlText":"manamana singalong","listText":"manamana singalong","text":"manamana singalong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842505540","repostId":2181748650,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":842506057,"gmtCreate":1636193138111,"gmtModify":1636193138257,"author":{"id":"3580043263355101","authorId":"3580043263355101","name":"Dazz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3580043263355101","authorIdStr":"3580043263355101"},"htmlText":"Serious?","listText":"Serious?","text":"Serious?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842506057","repostId":2181748650,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6479474,"gmtCreate":1636214682232,"gmtModify":1636214682326,"authorId":3579838075158745,"author":{"id":3579838075158745,"idStr":"3579838075158745","authorId":3579838075158745,"name":"YPT","avatar":"https://static.tigerbbs.com/10baea998b9915ab14ba326ad1c4a2a6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":842506057,"type":1,"supId":0,"prevId":0,"content":"<u>Ha</u>","text":"<u>Ha</u>","html":"<u>Ha</u>"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":242,"commentSize":38,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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