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法老王

法老王

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03-10

这篇文章不错，转发给大家看看

比特币站上69000美元/枚！加密货币概念股盘初集体走高

2022-01-31

这篇文章不错，转发给大家看

22 Stocks That Could Double Your Money in 2022

2021-06-24

对这个赛道看好。能节省时间。我个人比较喜欢学习。在工作之余本来的时间就不多了。这个买完就到家了，真是很方便

2021-06-24

我个人还是看好这个赛道。确实对很多人来说节省了不少时间。

2021-02-18

这个绝对会比宁德时代涨的多

抱歉，原内容已删除

2020-12-30

这篇文章不错，转发给大家看

@美股投资网:【前纽约证交所分析师 TradesMax】激光雷达，太空旅游，流媒体电视，欧洲的Paypal 未来发展前景如何？$Luminar Technologies, Inc.(LAZR)$$fuboTV Inc.(FUBO)$$维珍银河(SPCE)$

2020-12-29

这篇文章不错，转发给大家看

@非对称交易:从2年亏损80%到3个月狂赚600%，我做对了什么？

2020-12-23

$Energous Corp(WATT)$这个值得入

2020-12-09

这篇文章不错，转发给大家看

@房东经济学:今年最火的一位女股神

2020-11-30

这篇文章不错，转发给大家看

不计代价，抓住那只新消费独角兽

2020-11-30

2020投资大复盘，四次熔断别人恐慌的时候我也恐慌。当反弹了又怕是陷阱不敢进入。一直到最后一个月才敢进入

@小虎活动:【有奖活动】2020年投资大复盘

去老虎APP查看更多动态

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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>比特币站上69000美元/枚！加密货币概念股盘初集体走高</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\">\n比特币站上69000美元/枚！加密货币概念股盘初集体走高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-08 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月8日，加密货币概念股盘初集体走高，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>涨超6%，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨近6%，<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超4%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超2%。消息面：比特币站上69000美元/枚，日内涨2.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c18f82ac12965d25e20206647ec9a8a5\" title=\"\" tg-width=\"411\" tg-height=\"540\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","MARA":"MARA Holdings","BTCW":"WisdomTree Bitcoin Fund","BTCO":"Invesco Galaxy Bitcoin ETF","BITO":"ProShares Bitcoin ETF","CLSK":"CleanSpark, Inc.","IBIT":"iShares Bitcoin Trust","BK4585":"ETF&股票定投概念","BRRR":"Valkyrie Bitcoin Fund","BK4594":"比特币ETF概念","BITB":"Bitwise Bitcoin ETF","DEFI":"Hashdex Bitcoin ETF","EZBC":"Franklin Bitcoin ETF","FBTC":"Fidelity Wise Origin Bitcoin Fund","HODL":"VanEck Bitcoin Trust ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137783089","content_text":"3月8日，加密货币概念股盘初集体走高，Marathon Digital涨超6%，CleanSpark涨近6%，Riot Platforms涨超4%，Coinbase、MicroStrategy涨超2%。消息面：比特币站上69000美元/枚，日内涨2.44%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633066740,"gmtCreate":1643594234188,"gmtModify":1643594234188,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633066740","repostId":"2200429489","repostType":2,"repost":{"id":"2200429489","kind":"highlight","pubTimestamp":1641208372,"share":"https://www.laohu8.com/m/news/2200429489?lang=&edition=full","pubTime":"2022-01-03 19:12","market":"us","language":"en","title":"22 Stocks That Could Double Your Money in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2200429489","media":"Motley Fool","summary":"Triple-digit returns could be just a click of the buy button away.","content":"<html><head></head><body><p>New year, new you, new opportunities to get smarter, happier, and richer!</p><p>Despite the tumult of the continuing pandemic, Wall Street had itself another fine year. The benchmark <b>S&amp;P 500</b> registered its second most all-time closing highs in a single year and ultimately more than doubled up its average annual total return of 11%, dating back to 1980.</p><p>But no matter how high the broader market indexes climb, there will always be opportunities for investors to grow their wealth and possibly even double their money. As we steam forward into a new year, here are 22 stocks that could double your money in 2022.</p><h2>1. Pinterest</h2><p>While you&#39;ll find plenty of small- and mid-cap stocks with 100%-plus upside potential on this list, don&#39;t overlook large-cap stocks like social media giant <b>Pinterest</b> (NYSE:PINS). After all, winners keep winning.</p><p>In 2021, Wall Street struggled to digest modest sequential quarterly declines in Pinterest&#39;s monthly active users (MAUs). This decline was the expected reaction as coronavirus vaccination rates kept ticking higher and people returned to some activities outside their homes. But this laser-focus on Pinterest&#39;s MAUs misses two critical points that make it a screaming buy at its current share price.</p><p>To begin with, there&#39;s been no slowdown in the monetization of Pinterest&#39;s MAUs, even if new user growth is returning to historic norms. The September quarter featured a global average revenue per user (ARPU) increase of 37%, with international ARPU rising 81%. In simple terms, advertisers have proved more than willing to pay up to get their message in front of Pinterest&#39;s 444 million monthly users.</p><p>Second, Wall Street is apparently forgetting how perfect Pinterest&#39;s model is for attracting ad revenue. The entire premise is built on having its MAUs share the things, places, and services that interest them. With no guesswork involved, merchants can effectively target their ad dollars at users who&#39;d be likely to make a purchase. This puts Pinterest on track to eventually become a force in e-commerce.</p><h2>2. PubMatic</h2><p>One of the smartest ways to potentially double your money in 2022 is to consider putting it to work in cloud-based programmatic advertising technology company <b>PubMatic</b> (NASDAQ:PUBM).</p><p>PubMatic is what&#39;s known as a sell-side platform. SSPs go to work for publishers by selling their display space to advertisers. Though its clients can provide input, such as setting the minimum price accepted to sell display space, PubMatic&#39;s cloud-based infrastructure handles everything with machine-learning algorithms. By optimizing what messages users see, PubMatic can keep advertisers happy while boosting the pricing power of its clients (i.e., publishers) over time.</p><p>What really sets PubMatic up for success is its focus on digital advertising. According to the company, global digital ad spend should average a 10% annual increase between 2019 and 2024 as people shift their content consumption habits. However, PubMatic has consistently grown at two or more times this rate. That&#39;s because nearly two-thirds of its revenue comes from mobile and omnichannel formats, which includes connected TV.</p><p>Furthermore, the company&#39;s clients really seem to love the service, as evidenced by four consecutive quarters of a net dollar-based retention rate of 150% (or more). In simple terms, that means existing clients have spent at least 50% more year-over-year for the past four quarters. With PubMatic consistently crushing Wall Street&#39;s expectations, this shift to digital ads could send its shares a lot higher this year.</p><h2>3. Planet 13 Holdings</h2><p>Cannabis may well be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most consistent double-digit growth opportunities of the decade. With the U.S. representing the epicenter of this growth, multistate operator (MSO) <b>Planet 13 Holdings</b> (OTC:PLNH.F) has a real shot to double your money.</p><p>Most MSOs are all about establishing a presence in as many states as possible. That&#39;s not Planet 13&#39;s modus operandi. It&#39;s focused just as much on providing a unique experience for customers as it is on making sales.</p><p>Planet 13 has only two operating dispensaries, but there&#39;s nothing else like them in the United States. The Las Vegas SuperStore spans 112,000 square feet (that&#39;s bigger than the average <b>Walmart</b>), and has a café, events center, and consumer-facing processing center. Meanwhile, the more recently opened <a href=\"https://laohu8.com/S/ORAN\">Orange</a> County SuperStore has 55,000 square feet of space, 16,500 square feet of which is devoted to selling.</p><p>Planet 13&#39;s immersive and tech-integrated store designs do tend to work best in tourist-heavy locations. The next three stores to be opened will be in Chicago, Orlando, and Miami. However, the pandemic taught the company the value of appealing to local residents. With a steady stream of local customers mixed in with tourists, this company is ready to push to recurring profitability this year.</p><h2>4. Axon Enterprise</h2><p>It&#39;s not often you see a borderline large-cap company effectively double its total addressable market (TAM) overnight, but that&#39;s what <b>Axon Enterprise</b> (NASDAQ:AXON) dropped on investors with its third-quarter shareholder letter. Axon now believes its TAM is $52 billion, up from a prior forecast of $27 billion.</p><p>Axon is the company behind the popular less-than-lethal Taser devices used by law enforcement. It&#39;s also responsible for many of the body cameras worn by peace officers, and it provides evidence-database software used in police departments. With many major cities focused on social reforms, Axon&#39;s products have become front-and-center solutions for greater law enforcement transparency.</p><p>The secret sauce to Axon&#39;s TAM nearly doubling is its broadening focus to also include the consumer market. Management plans to roll out its less-than-lethal Taser products to consumers, as well as offer a consumer-focused smartphone app, which&#39;ll be unveiled in 2022. Based on management&#39;s estimates, the individual consumer market could offer a higher TAM than what law enforcement can bring in.</p><p>Likewise, Axon has (pardon the pun) worlds of international potential. Even though domestic sales make up the lion&#39;s share of its existing revenue, international sales grew twice as fast as domestic revenue (70% vs. 34%) in the September-ended quarter. Representing close to $15 billion in TAM, overseas markets could be the icing on the cake that leads Axon to double in 2022.</p><h2>5. EverQuote</h2><p>One company I&#39;m doubling down on is online insurance marketplace <b>EverQuote</b> (NASDAQ:EVER). I say &#34;double down&#34; because it was a stock I felt would outperform in 2021, but it fell flat in a big way. This year should hopefully flip the script for this fast-paced small-cap stock.</p><p>Although the insurance industry is a moneymaker, it&#39;s generally slow-growing. EverQuote operates in arguably the fastest-growing subsection: digital advertising. The expectation is for insurance-related digital ad spend to increase by an annualized rate of 16% through 2024.</p><p>EverQuote is already working with 19 of the top 20 auto insurers, which allows it to present thorough price comparisons to consumers. Meanwhile, its platform lures in motivated buyers, which essentially means insurers are able to more effectively utilize their marketing dollars. As consumer buying habits shift online, EverQuote&#39;s role as a leading insurance marketplace will only expand over time.</p><p>Furthermore, EverQuote has moved into new verticals over the past couple of years, including home, rental, health, life, and commercial insurance. These verticals have grown at an even faster rate than its traditional auto insurance segment, and they provide a nice opportunity to book high-margin add-on revenue.</p><h2>6. Novavax</h2><p>It&#39;s no secret that coronavirus disease 2019 (COVID-19) stocks have been on fire since the pandemic began. But one COVID-19 stock still offers incredible upside and the real chance to double in 2022. Say hello to <b>Novavax</b> (NASDAQ:NVAX).</p><p>Although the COVID-19 vaccine field continues to grow, Novavax stands out. The company&#39;s vaccine, NVX-CoV2373, was tested in two large-scale studies. It produced an 89.7% vaccine efficacy (VE) in the U.K. and a 90.4% VE in the U.S./Mexico trial. Including Novavax, only three COVID-19 vaccines have produced an efficacy of 90% or higher, which should allow the company to eventually slide in as the global No. 3 COVID-19 vaccine provider.</p><p>The mutability of the SARS-CoV-2 virus that causes COVID-19 is also working in Novavax&#39;s favor. Instead of simply benefiting from an initial inoculation campaign, the introduction of new viral variants provides Novavax a way to generate recurring revenue. The company&#39;s drug-development platform is designed to with speed and efficacy in mind to develop booster shots and variant-specific vaccines.</p><p>Best of all, you&#39;re getting Novavax at a discount. Short-term regulatory filings delays and production concerns held the company&#39;s share price down throughout 2021. Most of these worries are now in the rearview mirror. With the company likely to win numerous emergency-use authorizations this year, it&#39;s a good bet to become a key player in the ongoing fight against COVID-19.</p><h2>7. GrowGeneration</h2><p>Following a 21-month roller-coaster ride, retail hydroponic and organic gardening chain <b>GrowGeneration</b> (NASDAQ:GRWG) looks ripe for the picking and ready to double.</p><p>Between March 2020 and February 2021, GrowGen was one of the hottest stocks on Wall Street, with shares skyrocketing more than twentyfold. But since hitting its 52-week high, shares are now down close to 80%. This huge reversion looks to be based on slowing organic growth, as well as higher inflation, which could weigh on the company&#39;s margins. Though its 80% reversion has been less than ideal for existing shareholders, it&#39;s the perfect entry point for new investors.</p><p>The two-pronged strategy that&#39;ll allow GrowGeneration to be a portfolio superstar is its inorganic expansion, as well as its omnichannel presence. In terms of the former, GrowGen has regularly leaned on acquisitions to expand its reach into new and existing high-dollar markets. This is a company with lighting, nutrient, soil, and hydroponic solutions that appeal to both the consumer and enterprise markets, and it has been especially popular among cannabis growers. GrowGen currently has 62 stores in 13 states.</p><p>Beyond leaning on buyouts, GrowGeneration is building up its e-commerce presence and focusing on private-label and proprietary brands to lift its long-term margins.</p><p>Once valued at more than 10 times sales and over 200 times forecasted earnings, GrowGen now goes for well under 2 two times sales and closer to 40 times Wall Street&#39;s consensus earnings for 2022.</p><h2>8. Bark</h2><p>In the U.S., 69 million households own a dog, according to the American Pet Products Association. Furthermore, pet owners haven&#39;t reduced year-over-year spending on their furry family members in over a quarter of a century. This makes dog-focused products and services company <b>Bark</b> (NYSE:BARK) the perfect candidate to fetch investors a double in 2022.</p><p>What makes Bark so special is the company&#39;s subscription-based operating model. Even though its products can be found in more than 23,000 retail doors nationwide, 89% of the company&#39;s revenue derived from direct-to-consumer sales in the third quarter. The subscription model tends to lead to higher customer retention rates, predictable cash flow, and lower overhead expenses. As a result, Bark&#39;s gross margin has consistently hovered between a juicy 58% and 60%.</p><p>The company&#39;s marketing campaigns are paying dividends, too. In less than two years, the number of subscribers has more than doubled from less than a million to approximately 2.1 million, as of September.</p><p>And don&#39;t overlook Bark&#39;s innovation as a growth catalyst. The introduction of Bark Home, which provides basic necessities like collars and beds, and Bark Eats, a service that helps owners craft a customized dry-food diet for their pooch, are the perfect complements to drive add-on sales.</p><h2>9. Kinross Gold</h2><p>Gold stocks didn&#39;t have a particularly good 2021. But the upcoming year could allow <b>Kinross Gold </b>(NYSE:KGC) to regain its luster in a big way.</p><p>To state the obvious, gold-mining stocks benefit when the price of the metal they&#39;re digging out of the ground appreciates in value. The lustrous yellow metal should benefit from historically low bond yields (i.e., there aren&#39;t many ways to generate inflation-topping returns with bonds) and will probably receive a lift from inflation that&#39;s hit levels not seen since the Reagan administration. A bounce back year for gold seems likely.</p><p>But Kinross isn&#39;t just sitting on its laurels and letting the physical price of gold do all the work. The most exciting advancement is the Tasiast 21k project. By the end of March, the company&#39;s throughput at the key Tasiast mine in Mauritania should reach 21,000 tonnes per day. By mid-2023, the Tasiast 24k project will be complete, and throughput will advance to 24,000 tonnes/day. These projects will nearly double the annual output of the mine and lower all-in sustaining costs to a mere $560 per gold ounce.</p><p>Kinross Gold has a veritable mountain of long-term projects as well, including Fort Knox, La Coipa, and Chulbatkan. The company is regularly replenishing or growing its precious metal reserves.</p><p>With Kinross expected to grow its output from 2.1 million gold equivalent ounces (GEO) in 2021 to 2.7 million GEO in 2022, a multiple of 3.6 times this year&#39;s estimated cash flow per share is too cheap to pass up.</p><h2>10. Root</h2><p>All investments come with risk, but some are riskier than others. Innovative insurance company <b>Root</b> (NASDAQ:ROOT) falls into the high-risk/high-reward category. But if things go right in 2022, shares could very easily double.</p><p>Root is attempting to disrupt a stodgy industry that&#39;s been pricing auto insurance policies using metrics that have absolutely nothing to do with the quality of someone&#39;s driving, such as credit score and marital status. It aims to do this by leaning on telematics. Using sensitive instrumentation found in smartphones, Root can measure G-forces based on braking, turning, and accelerating to determine how safe a driver really is behind the wheel. In short, the company believes it can offer drivers an accurately priced auto insurance policy on the spot.</p><p>Initial operating results from Root have been mixed but encouraging. For the time being, the company is reporting sizable per-share losses as it focuses on signing up new customers and building up its brand. However, this hasn&#39;t stopped it from reporting gross accident period loss ratios below 100%. Any figure below 100% represents a profitably written policy. While loss ratios have been a bit erratic because of the pandemic, the initial takeaway is that a telematics-based approach <i>can work</i>.</p><p>If Root&#39;s accident loss ratios stabilize or decline (a lower number means a more profitable policy) in 2022, it could be a big winner.</p><h2>11. Nio</h2><p>A year ago, electric vehicle (EV) manufacturer <b>Nio</b> (NYSE:NIO) wasn&#39;t a company I&#39;d touch with a 10-foot pole. But after watching management navigate the numerous challenges presented by the pandemic, I&#39;m extremely impressed by the company&#39;s execution and have changed my tune -- so much so that I believe, under the right circumstances, Nio could double in 2022.</p><p>Throughout the second and third quarters of 2021, the auto industry was constrained by semiconductor chip shortages and other supply chain snafus. This situation held back Nio&#39;s expansion efforts. But these issues are now abating, and the company&#39;s deliveries are soaring. In November, Nio delivered 10,878 vehicles, which equates to an annual run rate of more than 130,000 EVs. By the end of this year, management is targeting an annual run rate of 600,000 EVs. If this ramp-up continues, quadrupling sales by 2024 is easily doable.</p><p>In addition to ramping production, Nio is being driven by innovation. It&#39;ll be introducing three new EVs this year, and it will continue to lean on the battery-as-a-service program (BaaS) that was introduced in August 2020. The BaaS program provides battery charging and swap-outs for Nio EV owners for a monthly fee. In exchange, buyers receive a discount off the initial purchase price of their vehicle. Nio is effectively trading some near-term revenue for improved customer loyalty and juicy fee-based margin over the long run.</p><p>The topper is that the company is based in the largest auto market in the world, China. Everything appears set for Nio to floor it in 2022.</p><h2>12. Columbia Care</h2><p>Another marijuana stock with the potential to double your money in the New Year is U.S. MSO <b>Columbia Care</b> (OTC:CCHWF).</p><p>Like Planet 13, Columbia Care has a unique strategy that should pay long-term dividends. First, it tends to focus on a number of limited-license markets, such as Pennsylvania, Ohio, and Massachusetts. A limited-license market caps how many retail licenses are issued in total and/or to a single business. For some MSOs, this can inhibit their ability to dominate market share in a state. But for many MSOs, like Columbia Care, these limitations provide some degree of competitive protection that allows them to effectively build up their brands and garner a loyal following.</p><p>The more important growth driver for Columbia Care is its love affair with acquisitions. Since June, the company has closed a $240 million deal to acquire Green Leaf Medical and a $42 million buyout of Medicine Man. The latter should increase Columbia Care&#39;s share in the United States&#39; No. 2 weed market, Colorado, while the former gave it a sizable Mid-Atlantic presence.</p><p>With sustainable double-digit organic sales growth and a steady diet of acquisitions, Columbia Care could easily top $1 billion in annual sales by 2023 after generating &#34;only&#34; $180 million in sales in 2020.</p><h2>13. Opendoor Technologies</h2><p>For those of you with a higher tolerance for risk and reward, technology-driven residential real estate company <b>Opendoor Technologies</b> (NASDAQ:OPEN) could be the ticket to doubling your money in 2022.</p><p>Opendoor is the leading company in what&#39;s known as iBuying. iBuying happens when a real estate company purchases a home for cash, thereby eliminating the real estate agents that would otherwise take a commission. The process tends to be relatively fast and can quickly put cash in the pockets of those who need it, or who don&#39;t want to deal with the hassles of showing a home for months on end. Opendoor keeps a 5% fee on the sales price of a home and deducts the cost of any repairs that need to be done.</p><p>What&#39;s particularly interesting about Opendoor is that one of its top competitors, <b><a href=\"https://laohu8.com/S/Z\">Zillow</a></b>, recently announced it would shut down its iBuying program. Zillow announced in October that it would pause buying homes, and then in November it announced a total shutdown of the segment after miscalculating home values. This hasn&#39;t been an issue for Opendoor, which nearly quintupled its year-over-year home sales in the third quarter to 5,988. The company also more than doubled the number of markets it serves, from 21 to 44.</p><p>The &#34;risk&#34; for Opendoor is that the Federal Reserve will almost certainly begin raising rates in 2022. In my opinion, this&#39;ll only create an incentive for fence-sitting sellers to make the leap. With plenty of liquidity and homes to back up the debt on its balance sheet, 2022 could be a booming year for Opendoor.</p><h2>14. Teva Pharmaceutical Industries</h2><p>EverQuote isn&#39;t the only company on the list that&#39;s making a repeat appearance. Brand-name and generic-drug stock <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) looks to have the puzzle pieces in place to double.</p><p>In terms of valuation, pharmaceutical stocks don&#39;t come any cheaper. Shares can be scooped up for roughly 3 times Wall Street&#39;s forecasted earnings per share in 2022. This exceptionally low price-to-earnings ratio is a function of the opioid litigation Teva and its peers are facing, as well as other factors, such as generic-drug price weakness and a leveraged balance sheet.</p><p>Teva&#39;s secret weapon continues to be its CEO, Kare Schultz, a turnaround specialist who, since taking over in late 2017, has slashed annual operating expenses by billions of dollars, jettisoned non-core assets, and reduced the company&#39;s net debt from north of $34 billion to about $22 billion. There&#39;s no question Teva has more financial flexibility now than it did four years ago.</p><p>The key to Teva&#39;s doubling would be a resolution to the more than 40 state-level opioid lawsuits. The thing is, Teva and its peers recently won an opioid trial in California. With momentum now shifting, Schultz may be able to broker a nationwide deal that involves free or discounted generic medicines, as opposed to a cash settlement. If this litigation overhang disappears, Teva could soar.</p><h2>15. <a href=\"https://laohu8.com/S/ARLP\">Alliance Resource Partners</a></h2><p>What would you say if I told you that an ultra-high-yield dividend stock could double your money in 2022? Better yet, what if I noted that this company in question is primarily a coal producer? By now you probably think I&#39;m nuts, but <b>Alliance Resource Partners</b> (NASDAQ:ARLP) could very well turn coal into diamonds for its shareholders this year.</p><p>There&#39;s no sugarcoating that that Alliance Resource had a miserable 2020. Coal demand and per-ton pricing dropped considerably, as did the royalty revenue the company generates from its oil and natural gas assets. It was something of a perfect storm that caused this rock-solid dividend stock to halt its payout. But a turnaround is now well under way.</p><p>According to CEO Joseph Craft, the conditions for coal, in terms of demand and pricing, remain favorable into 2023. A big increase in natural gas prices last year has lifted demand for coal production in the Eastern U.S., with capacity utilization of the company&#39;s domestic coal fleet hitting a three-year high.</p><p>The company also has a track record of securing coal supply and price commitments domestically and abroad well in advance. Based on its expected output in 2021, perhaps 90% or more of 2022&#39;s output is already spoken for.</p><p>A 7.6% yield with favorable industry trends and a forward price-to-earnings ratio of 4 gives this stock a real chance to shine.</p><h2>16. Ping Identity Holdings</h2><p>One of the smartest trends investors can put their money to work in this year is cybersecurity. Although most cybersecurity stocks trade at a premium, you can get double-digit growth <i>and</i> value -- along with the potential to double your money -- with <b>Ping Identity</b> (NYSE:PING).</p><p>As its name implies, Ping&#39;s specialty is identity verification. The company&#39;s cloud-based platform relies on artificial intelligence to become smarter and more effective at recognizing and responding to potential threats over time. Ping is especially effective at working with on-premises security solution providers to create a unified platform. Ping is able to layer continuous verification, authentication, and authorization monitoring on users to improve overall data protection.</p><p>Admittedly, Ping didn&#39;t perform all that well during the early stage of the pandemic. With some of its clients opting for shorter term-based licenses because of pandemic uncertainty, revenue growth stalled. However, annual recurring revenue (ARR) growth hasn&#39;t missed a beat. ARR is arguably a better measure of Ping&#39;s success, since virtually all of its revenue derives from subscriptions. The company&#39;s ARR has consistently grown by the mid- to high teens.</p><p>Investors should also be excited about Ping&#39;s move to push software-as-a-service (SaaS) subscription solutions. SaaS cybersecurity solutions are high margin and should provide added incentive for clients to remain loyal to Ping. At roughly 6 times Wall Street&#39;s projected sales for 2022, this profitable cybersecurity stock is a steal.</p><h2>17. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>For investors who love risk and reward, fintech stock <b>StoneCo</b> (NASDAQ:STNE) is an excellent candidate to bounce back strongly in 2022, and potentially even double.</p><p>Last year, the Brazilian-focused StoneCo struggled mightily. Its share price dropped in the neighborhood of 80%, with rapidly rising inflation and higher interest rates plaguing the Brazilian economy. Although inflation can be helpful if consumers keep buying goods and services, the costs to service StoneCo&#39;s loan segment, which is backed by its debt, becomes more expensive with rising rates.</p><p>Though Brazil is entering 2022 in a less-than-ideal scenario, the thesis is that Wall Street has overreacted to StoneCo&#39;s recent struggles. As evidence, just take a closer look at micro- and small-business user and service utilization figures, which have all rocketed higher. The company&#39;s active paying client base more than doubled to 1.4 million, with its banking client base quadrupling to north of 422,000 in a year.</p><p>At some point, StoneCo will have to raise its banking service prices to account for higher interest rates. But the user data clearly shows that Brazil is a largely untapped market for digital purchases and peer-to-peer loans, especially to small businesses and entrepreneurs.</p><p>Furthermore, StoneCo has a history of generating adjusted profits, and its price-to-sales multiple has come down from north of 30 to approximately 3.5 times Wall Street&#39;s consensus revenue figure for 2022. That&#39;s a potential bargain.</p><h2>18. Jushi Holdings</h2><p>There&#39;s an insane amount of value among U.S. MSOs. But if my arm were twisted, small-cap stock <b>Jushi Holdings</b> (OTC:JUSHF) jumps to the top of the list.</p><p>The company is a relative small fry compared with other MSOs. Last month, it opened just its 28th dispensary, with around 10 additional retail licenses waiting to be deployed. What really helps Jushi stand out is its three-state focus: Pennsylvania, Illinois, and Virginia. Last year, this trio is likely to have accounted for roughly 80% of total sales.</p><p>Why Pennsylvania, Illinois, and Virginia? They&#39;re limited-license markets. If you recall from the discussion of Columbia Care, regulators in limited-license markets purposely encourage competition. While this can be a nuisance for larger MSOs, a smaller pot stock that&#39;s angling to build up its brand, like Jushi, can take advantage of these added protections. Both Pennsylvania, where Jushi has 18 of its 28 operating dispensaries, and Illinois limit how many retail licenses are issued in total and to a single business. Meanwhile, Virginia assigns licenses based on jurisdiction.</p><p>Additional reasons to be excited about Jushi include management&#39;s willingness to deploy capital to make acquisitions in high-dollar markets, as well as having insiders with skin in the game. Approximately $45 million of the first $250 million the company raised came from insiders. Good things often happen when insiders and common-stock holders have the same monetary goal.</p><h2>19. Proto Labs</h2><p>A forgotten but undervalued name that could deliver sizable gains, and perhaps even a double in 2022, is digital manufacturing company <b>Proto Labs </b>(NYSE:PRLB).</p><p>For anyone who&#39;s been investing in the stock market for the past decade, you&#39;re probably familiar with the hype and subsequent bubble-popping event that accompanied 3D printing. The application for 3D printers in healthcare and the industrial space remains insanely high. However, the uptake of individual printers sold commercially failed to come anywhere close to lofty expectations. After many years, Proto Labs is the company that looks to have emerged as the clear leader in digital manufacturing.</p><p>Despite being plagued by supply chain issues and inflation in 2021, Proto Labs stands out for its operating approach. Rather than having to constantly spend to develop new 3D printing machines to sell to businesses, it acts as a one-stop shop for digital manufacturing services. If a business needs a quick turnaround for a prototype, Proto Labs can lean on injection molding, CNC machining, or 3D printing, to get the job done. Just as you&#39;d go to <b>FedEx</b> for your shipping needs, Proto Labs is the higher-margin one-stop shop for enterprise prototyping needs.</p><p>What&#39;s particularly encouraging is that all of its segments are growing, including year-over-year double-digit growth from 3D printing and CNC machining in the third quarter. With Proto Labs now valued at 3 times projected sales in 2022, down from more than 12 times sales a year ago, it looks like a value.</p><h2>20. Lovesac</h2><p>When you think of innovation and growth, furniture stocks probably don&#39;t come to mind. That&#39;s because the furniture industry is typically reliant on foot traffic into brick-and-mortar stores, and everyone is buying similar wholesale products. But small-cap stock <b>Lovesac</b> (NASDAQ:LOVE) is completely shaking up the traditional furniture store operating model.</p><p>The first way it&#39;s differentiating itself is with its furniture. Though it was originally known for its beanbag-styled chairs, called &#34;sacs,&#34; approximately 85% of its revenue these days derives from selling modular sectional couches known as &#34;sactionals.&#34;</p><p>Sactionals can be rearranged in dozens of configurations, which allows them to fit any living space. There are also 200 cover choices for sactionals, meaning they&#39;ll match any color or theme of a home. Best of all, the yarn used in these covers is entirely made from recycled plastic water bottles. This combination of functionality, choice, and eco-friendliness is what&#39;s made Lovesac a favorite among millennial buyers.</p><p>Lovesac&#39;s omnichannel presence is the other key component to its success. During the initial stages of the pandemic, when foot traffic to brick-and-mortar furniture stores dried up, the company was able to shift nearly half of its total sales online. Coupling direct-to-consumer sales with pop-up showrooms and a growing number of online and in-store partnerships has helped Lovesac dramatically lower its overhead costs and push to recurring profitability well ahead of schedule.</p><h2>21. Kulicke &amp; Soffa</h2><p>Even though it outperformed in 2021, semiconductor equipment company <b>Kulicke &amp; Soffa</b> (NASDAQ:KLIC) looks poised for an even better 2022.</p><p>Although &#34;less is more&#34; is rarely a phrase that works on Wall Street, a shortage of semiconductor chips, largely caused by pandemic-related supply chain disruptions, has created a golden opportunity for Kulicke &amp; Soffa to shine. Providing the equipment and machining solutions to help businesses meet their high-tech chip production needs is what generates most of its revenue. This is especially true for the rollout of 5G in connected devices, which represents one of the most sustainable growth opportunities in high-volume semiconductor output.</p><p>But there&#39;s a lot more to this growth story than just traditional industries and sectors looking to beef up their production. Kulicke &amp; Soffa is set to benefit from the need for more complex assembly equipment in relatively new but hypergrowth industries. Examples the company cited in its Investor Day presentation last September include automotive and industrial infrastructure for electric vehicles and their batteries.</p><p>Likewise, my Foolish colleague Billy Duberstein has touched on Kulicke &amp; Soffa&#39;s development of machines for micro- and mini-LED displays. Although these premium displays aren&#39;t raking in the cash yet, they could become a significant revenue driver within the next three years.</p><p>Sporting nearly $700 million in net cash and a forward price-to-earnings ratio of around 10, Kulicke &amp; Soffa appears cheap and fully capable of crushing Wall Street&#39;s expectations this year.</p><h2>22. LL Flooring</h2><p>The 22nd and final stock that can double your money in 2022 is <b>LL Flooring</b> (NYSE:LL), the company that was previously known as Lumber Liquidators until a few days ago.</p><p>LL Flooring has faced its fair share of challenges over the past year. There have been pandemic-related supply issues, higher material costs, and difficult year-over-year sales comparisons -- i.e., people were stuck in their homes during the initial waves of COVID-19 in 2020 and spent a lot of money on hard-surface flooring upgrades.</p><p>In 2022, a lot of these hiccups will disappear. For example, the company will be up against more favorable year-over-year sales comps this year, and consumers will be looking for deals with lumber prices on the rise. In short, LL&#39;s reputation for providing high-quality hard surfaces at lower prices should make its stores a target destination for home remodels.</p><p>The company is gaining traction with its Pro program, too. This is the segment that works hand in hand with hard surface installation professionals. By providing Pros with the products and software they need to grow their business, LL Flooring has worked out a mutually beneficial relationship for all parties.</p><p>Look for LL to mop the floor with Wall Street&#39;s per-share profit projections in 2022.</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>22 Stocks That Could Double Your Money in 2022</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\">\n22 Stocks That Could Double Your Money in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/03/22-stocks-that-could-double-your-money-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New year, new you, new opportunities to get smarter, happier, and richer!Despite the tumult of the continuing pandemic, Wall Street had itself another fine year. The benchmark S&P 500 registered its ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/03/22-stocks-that-could-double-your-money-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4555":"新能源车","BK4566":"资本集团","BK4509":"腾讯概念","BK4009":"广告","NVAX":"诺瓦瓦克斯医药","BARK":"The Original Bark Corp.","BK4508":"社交媒体","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4568":"美国抗疫概念","BK4095":"家庭装饰品","NIO":"蔚来","BK4084":"特种房地产投资信托","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","TEVA":"梯瓦制药","AXON":"Axon Enterprise, Inc.","BK4547":"WSB热门概念","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4079":"房地产服务","BK4561":"索罗斯持仓","PUBM":"PubMatic, Inc.","BK4546":"3D打印","BK4504":"桥水持仓","BK4110":"抵押房地产投资信托","BK4099":"汽车制造商","PRLB":"Proto Labs Inc","BK4548":"巴美列捷福持仓","ROOT":"Root, Inc.","BK4017":"黄金","ARR":"ARMOUR住宅房地产公司","KGC":"金罗斯黄金","BK4562":"SPAC上市公司","BK4107":"财产与意外伤害保险","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","BK4161":"工业机械","PING":"Ping Identity Holding","BK4531":"中概回港概念","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2022/01/03/22-stocks-that-could-double-your-money-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200429489","content_text":"New year, new you, new opportunities to get smarter, happier, and richer!Despite the tumult of the continuing pandemic, Wall Street had itself another fine year. The benchmark S&P 500 registered its second most all-time closing highs in a single year and ultimately more than doubled up its average annual total return of 11%, dating back to 1980.But no matter how high the broader market indexes climb, there will always be opportunities for investors to grow their wealth and possibly even double their money. As we steam forward into a new year, here are 22 stocks that could double your money in 2022.1. PinterestWhile you'll find plenty of small- and mid-cap stocks with 100%-plus upside potential on this list, don't overlook large-cap stocks like social media giant Pinterest (NYSE:PINS). After all, winners keep winning.In 2021, Wall Street struggled to digest modest sequential quarterly declines in Pinterest's monthly active users (MAUs). This decline was the expected reaction as coronavirus vaccination rates kept ticking higher and people returned to some activities outside their homes. But this laser-focus on Pinterest's MAUs misses two critical points that make it a screaming buy at its current share price.To begin with, there's been no slowdown in the monetization of Pinterest's MAUs, even if new user growth is returning to historic norms. The September quarter featured a global average revenue per user (ARPU) increase of 37%, with international ARPU rising 81%. In simple terms, advertisers have proved more than willing to pay up to get their message in front of Pinterest's 444 million monthly users.Second, Wall Street is apparently forgetting how perfect Pinterest's model is for attracting ad revenue. The entire premise is built on having its MAUs share the things, places, and services that interest them. With no guesswork involved, merchants can effectively target their ad dollars at users who'd be likely to make a purchase. This puts Pinterest on track to eventually become a force in e-commerce.2. PubMaticOne of the smartest ways to potentially double your money in 2022 is to consider putting it to work in cloud-based programmatic advertising technology company PubMatic (NASDAQ:PUBM).PubMatic is what's known as a sell-side platform. SSPs go to work for publishers by selling their display space to advertisers. Though its clients can provide input, such as setting the minimum price accepted to sell display space, PubMatic's cloud-based infrastructure handles everything with machine-learning algorithms. By optimizing what messages users see, PubMatic can keep advertisers happy while boosting the pricing power of its clients (i.e., publishers) over time.What really sets PubMatic up for success is its focus on digital advertising. According to the company, global digital ad spend should average a 10% annual increase between 2019 and 2024 as people shift their content consumption habits. However, PubMatic has consistently grown at two or more times this rate. That's because nearly two-thirds of its revenue comes from mobile and omnichannel formats, which includes connected TV.Furthermore, the company's clients really seem to love the service, as evidenced by four consecutive quarters of a net dollar-based retention rate of 150% (or more). In simple terms, that means existing clients have spent at least 50% more year-over-year for the past four quarters. With PubMatic consistently crushing Wall Street's expectations, this shift to digital ads could send its shares a lot higher this year.3. Planet 13 HoldingsCannabis may well be one of the most consistent double-digit growth opportunities of the decade. With the U.S. representing the epicenter of this growth, multistate operator (MSO) Planet 13 Holdings (OTC:PLNH.F) has a real shot to double your money.Most MSOs are all about establishing a presence in as many states as possible. That's not Planet 13's modus operandi. It's focused just as much on providing a unique experience for customers as it is on making sales.Planet 13 has only two operating dispensaries, but there's nothing else like them in the United States. The Las Vegas SuperStore spans 112,000 square feet (that's bigger than the average Walmart), and has a café, events center, and consumer-facing processing center. Meanwhile, the more recently opened Orange County SuperStore has 55,000 square feet of space, 16,500 square feet of which is devoted to selling.Planet 13's immersive and tech-integrated store designs do tend to work best in tourist-heavy locations. The next three stores to be opened will be in Chicago, Orlando, and Miami. However, the pandemic taught the company the value of appealing to local residents. With a steady stream of local customers mixed in with tourists, this company is ready to push to recurring profitability this year.4. Axon EnterpriseIt's not often you see a borderline large-cap company effectively double its total addressable market (TAM) overnight, but that's what Axon Enterprise (NASDAQ:AXON) dropped on investors with its third-quarter shareholder letter. Axon now believes its TAM is $52 billion, up from a prior forecast of $27 billion.Axon is the company behind the popular less-than-lethal Taser devices used by law enforcement. It's also responsible for many of the body cameras worn by peace officers, and it provides evidence-database software used in police departments. With many major cities focused on social reforms, Axon's products have become front-and-center solutions for greater law enforcement transparency.The secret sauce to Axon's TAM nearly doubling is its broadening focus to also include the consumer market. Management plans to roll out its less-than-lethal Taser products to consumers, as well as offer a consumer-focused smartphone app, which'll be unveiled in 2022. Based on management's estimates, the individual consumer market could offer a higher TAM than what law enforcement can bring in.Likewise, Axon has (pardon the pun) worlds of international potential. Even though domestic sales make up the lion's share of its existing revenue, international sales grew twice as fast as domestic revenue (70% vs. 34%) in the September-ended quarter. Representing close to $15 billion in TAM, overseas markets could be the icing on the cake that leads Axon to double in 2022.5. EverQuoteOne company I'm doubling down on is online insurance marketplace EverQuote (NASDAQ:EVER). I say \"double down\" because it was a stock I felt would outperform in 2021, but it fell flat in a big way. This year should hopefully flip the script for this fast-paced small-cap stock.Although the insurance industry is a moneymaker, it's generally slow-growing. EverQuote operates in arguably the fastest-growing subsection: digital advertising. The expectation is for insurance-related digital ad spend to increase by an annualized rate of 16% through 2024.EverQuote is already working with 19 of the top 20 auto insurers, which allows it to present thorough price comparisons to consumers. Meanwhile, its platform lures in motivated buyers, which essentially means insurers are able to more effectively utilize their marketing dollars. As consumer buying habits shift online, EverQuote's role as a leading insurance marketplace will only expand over time.Furthermore, EverQuote has moved into new verticals over the past couple of years, including home, rental, health, life, and commercial insurance. These verticals have grown at an even faster rate than its traditional auto insurance segment, and they provide a nice opportunity to book high-margin add-on revenue.6. NovavaxIt's no secret that coronavirus disease 2019 (COVID-19) stocks have been on fire since the pandemic began. But one COVID-19 stock still offers incredible upside and the real chance to double in 2022. Say hello to Novavax (NASDAQ:NVAX).Although the COVID-19 vaccine field continues to grow, Novavax stands out. The company's vaccine, NVX-CoV2373, was tested in two large-scale studies. It produced an 89.7% vaccine efficacy (VE) in the U.K. and a 90.4% VE in the U.S./Mexico trial. Including Novavax, only three COVID-19 vaccines have produced an efficacy of 90% or higher, which should allow the company to eventually slide in as the global No. 3 COVID-19 vaccine provider.The mutability of the SARS-CoV-2 virus that causes COVID-19 is also working in Novavax's favor. Instead of simply benefiting from an initial inoculation campaign, the introduction of new viral variants provides Novavax a way to generate recurring revenue. The company's drug-development platform is designed to with speed and efficacy in mind to develop booster shots and variant-specific vaccines.Best of all, you're getting Novavax at a discount. Short-term regulatory filings delays and production concerns held the company's share price down throughout 2021. Most of these worries are now in the rearview mirror. With the company likely to win numerous emergency-use authorizations this year, it's a good bet to become a key player in the ongoing fight against COVID-19.7. GrowGenerationFollowing a 21-month roller-coaster ride, retail hydroponic and organic gardening chain GrowGeneration (NASDAQ:GRWG) looks ripe for the picking and ready to double.Between March 2020 and February 2021, GrowGen was one of the hottest stocks on Wall Street, with shares skyrocketing more than twentyfold. But since hitting its 52-week high, shares are now down close to 80%. This huge reversion looks to be based on slowing organic growth, as well as higher inflation, which could weigh on the company's margins. Though its 80% reversion has been less than ideal for existing shareholders, it's the perfect entry point for new investors.The two-pronged strategy that'll allow GrowGeneration to be a portfolio superstar is its inorganic expansion, as well as its omnichannel presence. In terms of the former, GrowGen has regularly leaned on acquisitions to expand its reach into new and existing high-dollar markets. This is a company with lighting, nutrient, soil, and hydroponic solutions that appeal to both the consumer and enterprise markets, and it has been especially popular among cannabis growers. GrowGen currently has 62 stores in 13 states.Beyond leaning on buyouts, GrowGeneration is building up its e-commerce presence and focusing on private-label and proprietary brands to lift its long-term margins.Once valued at more than 10 times sales and over 200 times forecasted earnings, GrowGen now goes for well under 2 two times sales and closer to 40 times Wall Street's consensus earnings for 2022.8. BarkIn the U.S., 69 million households own a dog, according to the American Pet Products Association. Furthermore, pet owners haven't reduced year-over-year spending on their furry family members in over a quarter of a century. This makes dog-focused products and services company Bark (NYSE:BARK) the perfect candidate to fetch investors a double in 2022.What makes Bark so special is the company's subscription-based operating model. Even though its products can be found in more than 23,000 retail doors nationwide, 89% of the company's revenue derived from direct-to-consumer sales in the third quarter. The subscription model tends to lead to higher customer retention rates, predictable cash flow, and lower overhead expenses. As a result, Bark's gross margin has consistently hovered between a juicy 58% and 60%.The company's marketing campaigns are paying dividends, too. In less than two years, the number of subscribers has more than doubled from less than a million to approximately 2.1 million, as of September.And don't overlook Bark's innovation as a growth catalyst. The introduction of Bark Home, which provides basic necessities like collars and beds, and Bark Eats, a service that helps owners craft a customized dry-food diet for their pooch, are the perfect complements to drive add-on sales.9. Kinross GoldGold stocks didn't have a particularly good 2021. But the upcoming year could allow Kinross Gold (NYSE:KGC) to regain its luster in a big way.To state the obvious, gold-mining stocks benefit when the price of the metal they're digging out of the ground appreciates in value. The lustrous yellow metal should benefit from historically low bond yields (i.e., there aren't many ways to generate inflation-topping returns with bonds) and will probably receive a lift from inflation that's hit levels not seen since the Reagan administration. A bounce back year for gold seems likely.But Kinross isn't just sitting on its laurels and letting the physical price of gold do all the work. The most exciting advancement is the Tasiast 21k project. By the end of March, the company's throughput at the key Tasiast mine in Mauritania should reach 21,000 tonnes per day. By mid-2023, the Tasiast 24k project will be complete, and throughput will advance to 24,000 tonnes/day. These projects will nearly double the annual output of the mine and lower all-in sustaining costs to a mere $560 per gold ounce.Kinross Gold has a veritable mountain of long-term projects as well, including Fort Knox, La Coipa, and Chulbatkan. The company is regularly replenishing or growing its precious metal reserves.With Kinross expected to grow its output from 2.1 million gold equivalent ounces (GEO) in 2021 to 2.7 million GEO in 2022, a multiple of 3.6 times this year's estimated cash flow per share is too cheap to pass up.10. RootAll investments come with risk, but some are riskier than others. Innovative insurance company Root (NASDAQ:ROOT) falls into the high-risk/high-reward category. But if things go right in 2022, shares could very easily double.Root is attempting to disrupt a stodgy industry that's been pricing auto insurance policies using metrics that have absolutely nothing to do with the quality of someone's driving, such as credit score and marital status. It aims to do this by leaning on telematics. Using sensitive instrumentation found in smartphones, Root can measure G-forces based on braking, turning, and accelerating to determine how safe a driver really is behind the wheel. In short, the company believes it can offer drivers an accurately priced auto insurance policy on the spot.Initial operating results from Root have been mixed but encouraging. For the time being, the company is reporting sizable per-share losses as it focuses on signing up new customers and building up its brand. However, this hasn't stopped it from reporting gross accident period loss ratios below 100%. Any figure below 100% represents a profitably written policy. While loss ratios have been a bit erratic because of the pandemic, the initial takeaway is that a telematics-based approach can work.If Root's accident loss ratios stabilize or decline (a lower number means a more profitable policy) in 2022, it could be a big winner.11. NioA year ago, electric vehicle (EV) manufacturer Nio (NYSE:NIO) wasn't a company I'd touch with a 10-foot pole. But after watching management navigate the numerous challenges presented by the pandemic, I'm extremely impressed by the company's execution and have changed my tune -- so much so that I believe, under the right circumstances, Nio could double in 2022.Throughout the second and third quarters of 2021, the auto industry was constrained by semiconductor chip shortages and other supply chain snafus. This situation held back Nio's expansion efforts. But these issues are now abating, and the company's deliveries are soaring. In November, Nio delivered 10,878 vehicles, which equates to an annual run rate of more than 130,000 EVs. By the end of this year, management is targeting an annual run rate of 600,000 EVs. If this ramp-up continues, quadrupling sales by 2024 is easily doable.In addition to ramping production, Nio is being driven by innovation. It'll be introducing three new EVs this year, and it will continue to lean on the battery-as-a-service program (BaaS) that was introduced in August 2020. The BaaS program provides battery charging and swap-outs for Nio EV owners for a monthly fee. In exchange, buyers receive a discount off the initial purchase price of their vehicle. Nio is effectively trading some near-term revenue for improved customer loyalty and juicy fee-based margin over the long run.The topper is that the company is based in the largest auto market in the world, China. Everything appears set for Nio to floor it in 2022.12. Columbia CareAnother marijuana stock with the potential to double your money in the New Year is U.S. MSO Columbia Care (OTC:CCHWF).Like Planet 13, Columbia Care has a unique strategy that should pay long-term dividends. First, it tends to focus on a number of limited-license markets, such as Pennsylvania, Ohio, and Massachusetts. A limited-license market caps how many retail licenses are issued in total and/or to a single business. For some MSOs, this can inhibit their ability to dominate market share in a state. But for many MSOs, like Columbia Care, these limitations provide some degree of competitive protection that allows them to effectively build up their brands and garner a loyal following.The more important growth driver for Columbia Care is its love affair with acquisitions. Since June, the company has closed a $240 million deal to acquire Green Leaf Medical and a $42 million buyout of Medicine Man. The latter should increase Columbia Care's share in the United States' No. 2 weed market, Colorado, while the former gave it a sizable Mid-Atlantic presence.With sustainable double-digit organic sales growth and a steady diet of acquisitions, Columbia Care could easily top $1 billion in annual sales by 2023 after generating \"only\" $180 million in sales in 2020.13. Opendoor TechnologiesFor those of you with a higher tolerance for risk and reward, technology-driven residential real estate company Opendoor Technologies (NASDAQ:OPEN) could be the ticket to doubling your money in 2022.Opendoor is the leading company in what's known as iBuying. iBuying happens when a real estate company purchases a home for cash, thereby eliminating the real estate agents that would otherwise take a commission. The process tends to be relatively fast and can quickly put cash in the pockets of those who need it, or who don't want to deal with the hassles of showing a home for months on end. Opendoor keeps a 5% fee on the sales price of a home and deducts the cost of any repairs that need to be done.What's particularly interesting about Opendoor is that one of its top competitors, Zillow, recently announced it would shut down its iBuying program. Zillow announced in October that it would pause buying homes, and then in November it announced a total shutdown of the segment after miscalculating home values. This hasn't been an issue for Opendoor, which nearly quintupled its year-over-year home sales in the third quarter to 5,988. The company also more than doubled the number of markets it serves, from 21 to 44.The \"risk\" for Opendoor is that the Federal Reserve will almost certainly begin raising rates in 2022. In my opinion, this'll only create an incentive for fence-sitting sellers to make the leap. With plenty of liquidity and homes to back up the debt on its balance sheet, 2022 could be a booming year for Opendoor.14. Teva Pharmaceutical IndustriesEverQuote isn't the only company on the list that's making a repeat appearance. Brand-name and generic-drug stock Teva Pharmaceutical Industries (NYSE:TEVA) looks to have the puzzle pieces in place to double.In terms of valuation, pharmaceutical stocks don't come any cheaper. Shares can be scooped up for roughly 3 times Wall Street's forecasted earnings per share in 2022. This exceptionally low price-to-earnings ratio is a function of the opioid litigation Teva and its peers are facing, as well as other factors, such as generic-drug price weakness and a leveraged balance sheet.Teva's secret weapon continues to be its CEO, Kare Schultz, a turnaround specialist who, since taking over in late 2017, has slashed annual operating expenses by billions of dollars, jettisoned non-core assets, and reduced the company's net debt from north of $34 billion to about $22 billion. There's no question Teva has more financial flexibility now than it did four years ago.The key to Teva's doubling would be a resolution to the more than 40 state-level opioid lawsuits. The thing is, Teva and its peers recently won an opioid trial in California. With momentum now shifting, Schultz may be able to broker a nationwide deal that involves free or discounted generic medicines, as opposed to a cash settlement. If this litigation overhang disappears, Teva could soar.15. Alliance Resource PartnersWhat would you say if I told you that an ultra-high-yield dividend stock could double your money in 2022? Better yet, what if I noted that this company in question is primarily a coal producer? By now you probably think I'm nuts, but Alliance Resource Partners (NASDAQ:ARLP) could very well turn coal into diamonds for its shareholders this year.There's no sugarcoating that that Alliance Resource had a miserable 2020. Coal demand and per-ton pricing dropped considerably, as did the royalty revenue the company generates from its oil and natural gas assets. It was something of a perfect storm that caused this rock-solid dividend stock to halt its payout. But a turnaround is now well under way.According to CEO Joseph Craft, the conditions for coal, in terms of demand and pricing, remain favorable into 2023. A big increase in natural gas prices last year has lifted demand for coal production in the Eastern U.S., with capacity utilization of the company's domestic coal fleet hitting a three-year high.The company also has a track record of securing coal supply and price commitments domestically and abroad well in advance. Based on its expected output in 2021, perhaps 90% or more of 2022's output is already spoken for.A 7.6% yield with favorable industry trends and a forward price-to-earnings ratio of 4 gives this stock a real chance to shine.16. Ping Identity HoldingsOne of the smartest trends investors can put their money to work in this year is cybersecurity. Although most cybersecurity stocks trade at a premium, you can get double-digit growth and value -- along with the potential to double your money -- with Ping Identity (NYSE:PING).As its name implies, Ping's specialty is identity verification. The company's cloud-based platform relies on artificial intelligence to become smarter and more effective at recognizing and responding to potential threats over time. Ping is especially effective at working with on-premises security solution providers to create a unified platform. Ping is able to layer continuous verification, authentication, and authorization monitoring on users to improve overall data protection.Admittedly, Ping didn't perform all that well during the early stage of the pandemic. With some of its clients opting for shorter term-based licenses because of pandemic uncertainty, revenue growth stalled. However, annual recurring revenue (ARR) growth hasn't missed a beat. ARR is arguably a better measure of Ping's success, since virtually all of its revenue derives from subscriptions. The company's ARR has consistently grown by the mid- to high teens.Investors should also be excited about Ping's move to push software-as-a-service (SaaS) subscription solutions. SaaS cybersecurity solutions are high margin and should provide added incentive for clients to remain loyal to Ping. At roughly 6 times Wall Street's projected sales for 2022, this profitable cybersecurity stock is a steal.17. StoneCoFor investors who love risk and reward, fintech stock StoneCo (NASDAQ:STNE) is an excellent candidate to bounce back strongly in 2022, and potentially even double.Last year, the Brazilian-focused StoneCo struggled mightily. Its share price dropped in the neighborhood of 80%, with rapidly rising inflation and higher interest rates plaguing the Brazilian economy. Although inflation can be helpful if consumers keep buying goods and services, the costs to service StoneCo's loan segment, which is backed by its debt, becomes more expensive with rising rates.Though Brazil is entering 2022 in a less-than-ideal scenario, the thesis is that Wall Street has overreacted to StoneCo's recent struggles. As evidence, just take a closer look at micro- and small-business user and service utilization figures, which have all rocketed higher. The company's active paying client base more than doubled to 1.4 million, with its banking client base quadrupling to north of 422,000 in a year.At some point, StoneCo will have to raise its banking service prices to account for higher interest rates. But the user data clearly shows that Brazil is a largely untapped market for digital purchases and peer-to-peer loans, especially to small businesses and entrepreneurs.Furthermore, StoneCo has a history of generating adjusted profits, and its price-to-sales multiple has come down from north of 30 to approximately 3.5 times Wall Street's consensus revenue figure for 2022. That's a potential bargain.18. Jushi HoldingsThere's an insane amount of value among U.S. MSOs. But if my arm were twisted, small-cap stock Jushi Holdings (OTC:JUSHF) jumps to the top of the list.The company is a relative small fry compared with other MSOs. Last month, it opened just its 28th dispensary, with around 10 additional retail licenses waiting to be deployed. What really helps Jushi stand out is its three-state focus: Pennsylvania, Illinois, and Virginia. Last year, this trio is likely to have accounted for roughly 80% of total sales.Why Pennsylvania, Illinois, and Virginia? They're limited-license markets. If you recall from the discussion of Columbia Care, regulators in limited-license markets purposely encourage competition. While this can be a nuisance for larger MSOs, a smaller pot stock that's angling to build up its brand, like Jushi, can take advantage of these added protections. Both Pennsylvania, where Jushi has 18 of its 28 operating dispensaries, and Illinois limit how many retail licenses are issued in total and to a single business. Meanwhile, Virginia assigns licenses based on jurisdiction.Additional reasons to be excited about Jushi include management's willingness to deploy capital to make acquisitions in high-dollar markets, as well as having insiders with skin in the game. Approximately $45 million of the first $250 million the company raised came from insiders. Good things often happen when insiders and common-stock holders have the same monetary goal.19. Proto LabsA forgotten but undervalued name that could deliver sizable gains, and perhaps even a double in 2022, is digital manufacturing company Proto Labs (NYSE:PRLB).For anyone who's been investing in the stock market for the past decade, you're probably familiar with the hype and subsequent bubble-popping event that accompanied 3D printing. The application for 3D printers in healthcare and the industrial space remains insanely high. However, the uptake of individual printers sold commercially failed to come anywhere close to lofty expectations. After many years, Proto Labs is the company that looks to have emerged as the clear leader in digital manufacturing.Despite being plagued by supply chain issues and inflation in 2021, Proto Labs stands out for its operating approach. Rather than having to constantly spend to develop new 3D printing machines to sell to businesses, it acts as a one-stop shop for digital manufacturing services. If a business needs a quick turnaround for a prototype, Proto Labs can lean on injection molding, CNC machining, or 3D printing, to get the job done. Just as you'd go to FedEx for your shipping needs, Proto Labs is the higher-margin one-stop shop for enterprise prototyping needs.What's particularly encouraging is that all of its segments are growing, including year-over-year double-digit growth from 3D printing and CNC machining in the third quarter. With Proto Labs now valued at 3 times projected sales in 2022, down from more than 12 times sales a year ago, it looks like a value.20. LovesacWhen you think of innovation and growth, furniture stocks probably don't come to mind. That's because the furniture industry is typically reliant on foot traffic into brick-and-mortar stores, and everyone is buying similar wholesale products. But small-cap stock Lovesac (NASDAQ:LOVE) is completely shaking up the traditional furniture store operating model.The first way it's differentiating itself is with its furniture. Though it was originally known for its beanbag-styled chairs, called \"sacs,\" approximately 85% of its revenue these days derives from selling modular sectional couches known as \"sactionals.\"Sactionals can be rearranged in dozens of configurations, which allows them to fit any living space. There are also 200 cover choices for sactionals, meaning they'll match any color or theme of a home. Best of all, the yarn used in these covers is entirely made from recycled plastic water bottles. This combination of functionality, choice, and eco-friendliness is what's made Lovesac a favorite among millennial buyers.Lovesac's omnichannel presence is the other key component to its success. During the initial stages of the pandemic, when foot traffic to brick-and-mortar furniture stores dried up, the company was able to shift nearly half of its total sales online. Coupling direct-to-consumer sales with pop-up showrooms and a growing number of online and in-store partnerships has helped Lovesac dramatically lower its overhead costs and push to recurring profitability well ahead of schedule.21. Kulicke & SoffaEven though it outperformed in 2021, semiconductor equipment company Kulicke & Soffa (NASDAQ:KLIC) looks poised for an even better 2022.Although \"less is more\" is rarely a phrase that works on Wall Street, a shortage of semiconductor chips, largely caused by pandemic-related supply chain disruptions, has created a golden opportunity for Kulicke & Soffa to shine. Providing the equipment and machining solutions to help businesses meet their high-tech chip production needs is what generates most of its revenue. This is especially true for the rollout of 5G in connected devices, which represents one of the most sustainable growth opportunities in high-volume semiconductor output.But there's a lot more to this growth story than just traditional industries and sectors looking to beef up their production. Kulicke & Soffa is set to benefit from the need for more complex assembly equipment in relatively new but hypergrowth industries. Examples the company cited in its Investor Day presentation last September include automotive and industrial infrastructure for electric vehicles and their batteries.Likewise, my Foolish colleague Billy Duberstein has touched on Kulicke & Soffa's development of machines for micro- and mini-LED displays. Although these premium displays aren't raking in the cash yet, they could become a significant revenue driver within the next three years.Sporting nearly $700 million in net cash and a forward price-to-earnings ratio of around 10, Kulicke & Soffa appears cheap and fully capable of crushing Wall Street's expectations this year.22. LL FlooringThe 22nd and final stock that can double your money in 2022 is LL Flooring (NYSE:LL), the company that was previously known as Lumber Liquidators until a few days ago.LL Flooring has faced its fair share of challenges over the past year. There have been pandemic-related supply issues, higher material costs, and difficult year-over-year sales comparisons -- i.e., people were stuck in their homes during the initial waves of COVID-19 in 2020 and spent a lot of money on hard-surface flooring upgrades.In 2022, a lot of these hiccups will disappear. For example, the company will be up against more favorable year-over-year sales comps this year, and consumers will be looking for deals with lumber prices on the rise. In short, LL's reputation for providing high-quality hard surfaces at lower prices should make its stores a target destination for home remodels.The company is gaining traction with its Pro program, too. This is the segment that works hand in hand with hard surface installation professionals. By providing Pros with the products and software they need to grow their business, LL Flooring has worked out a mutually beneficial relationship for all parties.Look for LL to mop the floor with Wall Street's per-share profit projections in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128797859,"gmtCreate":1624530699471,"gmtModify":1624530699471,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"对这个赛道看好。能节省时间。我个人比较喜欢学习。在工作之余本来的时间就不多了。这个买完就到家了，真是很方便","listText":"对这个赛道看好。能节省时间。我个人比较喜欢学习。在工作之余本来的时间就不多了。这个买完就到家了，真是很方便","text":"对这个赛道看好。能节省时间。我个人比较喜欢学习。在工作之余本来的时间就不多了。这个买完就到家了，真是很方便","images":[{"img":"https://static.tigerbbs.com/97d461373a91dbcf1f9b40ecfc7ca455","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128797859","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":128796985,"gmtCreate":1624530543647,"gmtModify":1624530543647,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"我个人还是看好这个赛道。确实对很多人来说节省了不少时间。","listText":"我个人还是看好这个赛道。确实对很多人来说节省了不少时间。","text":"我个人还是看好这个赛道。确实对很多人来说节省了不少时间。","images":[{"img":"https://static.tigerbbs.com/06263d527afe800dee754f0cc5caea7e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128796985","isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":384204877,"gmtCreate":1613653443399,"gmtModify":1613653443399,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"这个绝对会比宁德时代涨的多","listText":"这个绝对会比宁德时代涨的多","text":"这个绝对会比宁德时代涨的多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384204877","repostId":"1101969888","repostType":4,"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333298668,"gmtCreate":1609272023454,"gmtModify":1703738559917,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333298668","repostId":"330905880","repostType":1,"repost":{"id":330905880,"gmtCreate":1608501503140,"gmtModify":1703735063773,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"美股分析 | 两只长期持有等翻倍，两只风险预警，估值泡沫是否破裂？SPCE, LAZR, VDLR, FUBO, BFT","htmlText":"\n \n \n  【前纽约证交所分析师 TradesMax】激光雷达，太空旅游，流媒体电视，欧洲的Paypal 未来发展前景如何？<a target=\"_blank\" href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>\n \n","listText":"【前纽约证交所分析师 TradesMax】激光雷达，太空旅游，流媒体电视，欧洲的Paypal 未来发展前景如何？<a target=\"_blank\" href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>","text":"【前纽约证交所分析师 TradesMax】激光雷达，太空旅游，流媒体电视，欧洲的Paypal 未来发展前景如何？$Luminar Technologies, Inc.(LAZR)$$fuboTV Inc.(FUBO)$$维珍银河(SPCE)$","images":[{"img":"https://static.tigerbbs.com/8a230139bfcc0255cbc2ca7c47f070df","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330905880","isVote":1,"tweetType":2,"object":{"id":"db51a21b3f0b473b99686c16902c97dc","tweetId":"330905880","videoUrl":"https://1254107296.vod2.myqcloud.com/cdf5e41avodtransusw1254107296/9c77324a5285890810784736211/v.f30.mp4","poster":"https://static.tigerbbs.com/8a230139bfcc0255cbc2ca7c47f070df"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333609927,"gmtCreate":1609248663469,"gmtModify":1703738401279,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333609927","repostId":"333960968","repostType":1,"repost":{"id":333960968,"gmtCreate":1609164982754,"gmtModify":1709107662950,"author":{"id":"3494135402605769","authorId":"3494135402605769","name":"非对称交易","avatar":"https://static.tigerbbs.com/ec8f14dfefe6453ae940f34a8e5f6c4a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494135402605769","idStr":"3494135402605769"},"themes":[],"title":"从2年亏损80%到3个月狂赚600%，我做对了什么？","htmlText":"无意间看到一句话：写作是最好的自我投资，而我也坚信：优质的写作，是最高效的社交，所以思来想去正好赶上年终岁末，记录一下我在股票投资上的一些认识和体会，从入场2年亏损80%到3个月前痛改前非，修正了自己的交易体系之后，近3个月收益扶摇直上，持仓相比9月份暴涨了600%，不仅之前亏的钱全部赚回来了，而且实现了整体投资100%的收益，一方面是从最近的案例中感悟到定期的复盘和反思非常有必要，另一方面借此希望可以和有共识的朋友多多交流.图1：近1个月的收益率对比图近3个月的收益率对比图我是从2018年开始投资美港股，盘子不大，刚开始奔着“年轻人的第一支股票”小米去的，结果也是亏的惨不忍睹，投资目标从赚钱盈利变成了收回本金，后面也陆续操作过一些标的，如拆股前股价194美金的 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;(现在股价对应3308.85美金)，拆股前股价143美金的苹果（现在股价对应527.88美金），股价1.42的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;（现在股价45.77美金），股价19.35的京东（现在股价84.49美金），选股感觉还可以，但买卖节点和方式不对，都没怎么赚钱，反而亏了不少钱，以至于后来就基本上不怎么看股票软件了，9月份的时候看了一眼股票软件，发现从18年到现在亏掉了80%，基本上属于裸泳了，到10月份的时候正好蚂蚁要上市，从生意模式上我是很看好蚂蚁集团的，钱生钱、利滚利，包赚不赔的买卖，就又存了一些资金进去，结果赶上黑天鹅，被监管叫停了。可是都入金了钱总不能空仓，总得买点啥，于是乎买啥，怎么买是个问题，所以就痛定思痛，认真分析了一下发现我之前选的标的都还行","listText":"无意间看到一句话：写作是最好的自我投资，而我也坚信：优质的写作，是最高效的社交，所以思来想去正好赶上年终岁末，记录一下我在股票投资上的一些认识和体会，从入场2年亏损80%到3个月前痛改前非，修正了自己的交易体系之后，近3个月收益扶摇直上，持仓相比9月份暴涨了600%，不仅之前亏的钱全部赚回来了，而且实现了整体投资100%的收益，一方面是从最近的案例中感悟到定期的复盘和反思非常有必要，另一方面借此希望可以和有共识的朋友多多交流.图1：近1个月的收益率对比图近3个月的收益率对比图我是从2018年开始投资美港股，盘子不大，刚开始奔着“年轻人的第一支股票”小米去的，结果也是亏的惨不忍睹，投资目标从赚钱盈利变成了收回本金，后面也陆续操作过一些标的，如拆股前股价194美金的 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;(现在股价对应3308.85美金)，拆股前股价143美金的苹果（现在股价对应527.88美金），股价1.42的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;（现在股价45.77美金），股价19.35的京东（现在股价84.49美金），选股感觉还可以，但买卖节点和方式不对，都没怎么赚钱，反而亏了不少钱，以至于后来就基本上不怎么看股票软件了，9月份的时候看了一眼股票软件，发现从18年到现在亏掉了80%，基本上属于裸泳了，到10月份的时候正好蚂蚁要上市，从生意模式上我是很看好蚂蚁集团的，钱生钱、利滚利，包赚不赔的买卖，就又存了一些资金进去，结果赶上黑天鹅，被监管叫停了。可是都入金了钱总不能空仓，总得买点啥，于是乎买啥，怎么买是个问题，所以就痛定思痛，认真分析了一下发现我之前选的标的都还行","text":"无意间看到一句话：写作是最好的自我投资，而我也坚信：优质的写作，是最高效的社交，所以思来想去正好赶上年终岁末，记录一下我在股票投资上的一些认识和体会，从入场2年亏损80%到3个月前痛改前非，修正了自己的交易体系之后，近3个月收益扶摇直上，持仓相比9月份暴涨了600%，不仅之前亏的钱全部赚回来了，而且实现了整体投资100%的收益，一方面是从最近的案例中感悟到定期的复盘和反思非常有必要，另一方面借此希望可以和有共识的朋友多多交流.图1：近1个月的收益率对比图近3个月的收益率对比图我是从2018年开始投资美港股，盘子不大，刚开始奔着“年轻人的第一支股票”小米去的，结果也是亏的惨不忍睹，投资目标从赚钱盈利变成了收回本金，后面也陆续操作过一些标的，如拆股前股价194美金的 $特斯拉(TSLA)$ (现在股价对应3308.85美金)，拆股前股价143美金的苹果（现在股价对应527.88美金），股价1.42的$蔚来(NIO)$ （现在股价45.77美金），股价19.35的京东（现在股价84.49美金），选股感觉还可以，但买卖节点和方式不对，都没怎么赚钱，反而亏了不少钱，以至于后来就基本上不怎么看股票软件了，9月份的时候看了一眼股票软件，发现从18年到现在亏掉了80%，基本上属于裸泳了，到10月份的时候正好蚂蚁要上市，从生意模式上我是很看好蚂蚁集团的，钱生钱、利滚利，包赚不赔的买卖，就又存了一些资金进去，结果赶上黑天鹅，被监管叫停了。可是都入金了钱总不能空仓，总得买点啥，于是乎买啥，怎么买是个问题，所以就痛定思痛，认真分析了一下发现我之前选的标的都还行","images":[{"img":"https://static.tigerbbs.com/c47b6bf7440f5f2718dbb8590f6baeb8","width":"828","height":"1434"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333960968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339044920,"gmtCreate":1608731726460,"gmtModify":1703736447623,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WATT\">$Energous Corp(WATT)$</a>这个值得入","listText":"<a href=\"https://laohu8.com/S/WATT\">$Energous Corp(WATT)$</a>这个值得入","text":"$Energous Corp(WATT)$这个值得入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339044920","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392417846,"gmtCreate":1607506355085,"gmtModify":1703848305858,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392417846","repostId":"392406407","repostType":1,"repost":{"id":392406407,"gmtCreate":1607500659101,"gmtModify":1703848259993,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499642540046495","idStr":"3499642540046495"},"themes":[],"title":"今年最火的一位女股神","htmlText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","listText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","text":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","images":[{"img":"https://static.tigerbbs.com/97bb7924b5cdfce996be47d988193e0f","width":"660","height":"371"},{"img":"https://static.tigerbbs.com/f03fc602704168bd154f831a312d7d3d","width":"688","height":"305"},{"img":"https://static.tigerbbs.com/c48887879ceb2887aff33fade3bc425b","width":"688","height":"283"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392406407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391556886,"gmtCreate":1606739249145,"gmtModify":1703844073978,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391556886","repostId":"1124123525","repostType":2,"repost":{"id":"1124123525","kind":"news","pubTimestamp":1606735042,"share":"https://www.laohu8.com/m/news/1124123525?lang=&edition=full","pubTime":"2020-11-30 19:17","market":"sh","language":"zh","title":"不计代价，抓住那只新消费独角兽","url":"https://stock-news.laohu8.com/highlight/detail?id=1124123525","media":"连线Insight","summary":"新消费无疑是今年最受资本宠爱的赛道之一。\n以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。\n挤入浪潮中的投资机构，迫不及待地往上添火：1年时间喜茶估值从90亿涨到160亿元；3年里，完","content":"<p>新消费无疑是今年最受资本宠爱的赛道之一。</p>\n<p>以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。</p>\n<p><b>挤入浪潮中的投资机构，迫不及待地往上添火</b>：1年时间喜茶估值从90亿涨到160亿元；3年里，完美日记估值翻了40倍；今年7月元气森林新一轮融资后，估值相比上一轮暴涨3.5倍。</p>\n<p>新消费品牌的融资也接踵而来，据IT桔子统计，2020年上半年，我国新经济消费领域投融资额约为190亿元，投融资事件数为120件。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abf463ed40337f1e121fdd4c19c3e5f2\" tg-width=\"1080\" tg-height=\"473\"><span>从左到右，为泡泡玛特、喜茶、完美日记的线下门店</span></p>\n<p>新消费品牌抓住了新时代的消费趋势，并由此进行经营模式的创新，获得了年轻人的青睐。</p>\n<p>尽管外界不断出现关于新消费品牌是否被高估的讨论，但资本依然在抢一张入场券，并甘愿为它付出更高溢价。</p>\n<p><b>新消费品牌的魔力究竟是什么？资本又为何要不计代价地争夺？</b></p>\n<p><b>1</b></p>\n<p><b>新消费赛道的大买家在投什么？</b></p>\n<p><b>大买家已经频频在新消费赛道出手。</b></p>\n<p>高瓴资本就是其中之一。</p>\n<p>2019年底，在北海道二世古滑雪场，完美日记创始人黄锦峰和高瓴资本张磊花了一整天的时间滑雪、用餐、谈话。</p>\n<p>早在2018年5月，高瓴创投董事总经理戴粤湘与黄锦峰第一次见面时，便表达了坚定的投资意向，成功投资了其A+轮。之后，2019年9月，高瓴资本下场，参与完美日记10亿美元的战略融资。</p>\n<p>作为亚洲最大的投资机构之一，高瓴资产管理规模增长至超过5000亿人民币，平均年回报率超过40%。</p>\n<p><b>高瓴的下场，是一个值得关注的时间节点。当时，随着国内美妆行业的进一步发展，本土品牌正迎来崛起的最佳时机。而完美日记已经成为美妆界的超级黑马，创造了诱人的增长曲线，并收获了许多投资人的关注。</b></p>\n<p>早期投资完美日记的真格基金，曾顶着风险和压力，在2019年对完美日记进行了跟投，金额为1800万美元。</p>\n<p>现在，完美日记背后站着众多头部投资机构，2020年4月C轮融资后，完美日记估值达到20亿美元。上市后，其母公司<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>市值高达122亿美元。目前，逸仙电商占股前三的机构股东为高瓴资本、真格基金及高榕资本。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/802d40d7d2a08e98b7b4b981c55b9e42\" tg-width=\"1080\" tg-height=\"713\"><span>完美日记融资历程，图源天眼查</span></p>\n<p><b>更多的头部投资机构涌入了茶饮市场。</b></p>\n<p>10月13日，蜜雪冰城被传即将完成IPO前最后一轮融资，投资方为高瓴资本、美团旗下龙珠资本，该轮被曝出将融资10亿-20亿人民币。</p>\n<p>另一边的喜茶，背后站着IDG资本、红杉资本、高瓴资本、美团旗下龙珠资本等投资方，在今年3月完成了由高瓴资本和Coatue（蔻图资本）联合领投的C轮融资后，喜茶投后估值超过160亿元。</p>\n<p>押赛道，不押单一企业，是一种常见的投资策略。在茶饮行业也十分常见。在喜茶不断刷新融资纪录，甚至向IPO发起冲击时，红杉资本和龙珠资本又投资了茶饮品牌古茗，这是一家攻占下沉市场的品牌。</p>\n<p><img src=\"https://static.tigerbbs.com/bb6c2284297af925940ebf70bd8f00ec\" tg-width=\"1000\" tg-height=\"618\"></p>\n<p>投资是一场赌博，越早看到企业的潜力，就将得到更多回报。</p>\n<p>创业工场投资人麦刚曾给了泡泡玛特一笔200万人民币规模的天使投资，按照泡泡玛特招股书中预计的25亿美金估值计算，麦刚给出的这200万人民币的回报超过了400倍。</p>\n<p>“投资新经济，重仓年轻人。” 梅花创投创始合伙人吴世春将这句话印在了名片后面。</p>\n<p><b>可以说，投新消费品牌，实际上是在投未来的消费趋势，为此，即使要付出更高的价格，也有投资机构愿意买单。</b></p>\n<p><b>2</b></p>\n<p><b>凭什么让资本买单？</b></p>\n<p>一个赛道最能打动投资者的因素有很多，从消费者的刚需，到创新力带来的持续增长，以及一个增量市场。</p>\n<p>从第一批90后走到而立之年，到00后走入社会，他们都成为了消费的主力军。</p>\n<p>消费者的需求正在急剧改变，这些变量创造了新的机会，踩中时代节点就有可能爆发。</p>\n<p>这不仅仅是创业者在赌，投资人也在赌。</p>\n<p><b>回想起爆红的新消费品牌，它们的爆发点都恰好赶上一个新消费趋势的拐点。</b></p>\n<p>以喜茶为例，当人们已经厌倦了粉末勾兑的奶茶时代时，它以一个全新的面貌出现——主打现泡茶和新鲜牛奶的结合，同时在商场开出类似<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>一样的门店，这可以说是重新定义了奶茶，并迅速替代了以往街边的奶茶小铺；</p>\n<p>完美日记诞生的时候，正好也迎上了小红书、<a href=\"https://laohu8.com/S/WB\">微博</a>、抖音、B站等新渠道带来的流量红利，从线上做起的完美日记，成为了美妆行业的新锐品牌；</p>\n<p>元气森林则踩中了零卡、低糖、无糖的风潮，以健康为出发点切入0糖领域；</p>\n<p>泡泡玛特则吃到了盲盒的时代红利，做起了IP+盲盒的生意，实现了年赚4亿的爆发式增长……</p>\n<p>这样的名单还在越来越长。不同的细分领域，还在涌现具有不同潜力的新消费品牌。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd139664ae16e69de50f63d85cdfe107\" tg-width=\"1080\" tg-height=\"720\"><span>喜茶门店，图源其官网</span></p>\n<p></p>\n<p><b>更让投资人疯狂的是，这些新消费品牌的赚钱能力称得上优秀。</b></p>\n<p>泡泡玛特的招股书显示，其2017年营收为1.58亿元，2019年却达到16.83亿元，呈现了十几倍的增长速度。同时，2017年至2019年公司净利润分别为156.9万元、9952.1万元、4.5亿元，三年时间利润暴涨289倍。</p>\n<p>元气森林虽还未上市，但曾发布相关数据，2020年前5个月，其卖出1.9亿瓶饮料。单月销售额分别为7400万元、3900万元、1.2亿元、1.7亿元和2.6亿元，总计6.6亿元人民币。可以保守估计，今年上半年其营收接近或超过10亿元。</p>\n<p>可以说，它们碰上了一个好时代。</p>\n<p><b>年轻消费者更愿意为产品品质、创新设计买单。</b>IDG资本合伙人闫怡勝也曾提到，如今消费主力军的认知力是上一代人的3倍，对品味追求很厉害，具有国际性的视野，即使年薪10万，他也能花30万。</p>\n<p>比如在奶茶领域，喜茶、奈雪通过不断研发新的产品品类，并进行配方调整，即使产品单价高出普通奶茶许多，依然有大批消费者愿意为其买单。</p>\n<p>高增长、新风口、能赚钱，这样的项目受到热捧并不意外，投资机构也愿意接受一定的溢价，但一些品牌的估值高于行业数倍，也引起了关注和质疑。</p>\n<p><b>3</b></p>\n<p><b>新消费品牌被高估了吗？</b></p>\n<p>随着一轮又一轮新消费品牌的融资狂欢，对于估值是不是过高的讨论也随之而来。</p>\n<p>在外界看来，新消费品牌的软实力雄厚，硬实力却不足。</p>\n<p><b>新消费品牌的成功，离不开迎合年轻人的品牌理念、精巧的设计甚至一系列的营销，但是在研发能力、产品的质量、供应链能力上，与行业其他玩家相比，不一定具有明显优势。</b></p>\n<p>以元气森林为例，元气森林的主要产品为燃茶和苏打气泡水，凭借“0糖，0脂，0卡”锁定自身健康饮品的定位；在设计上，品牌名采用了日语“気”，在产品文案上多采用日本元素。</p>\n<p>元气森林创始人唐彬曾说：“我们敢在收入20亿元的时候拿出18亿元去做广告投放。”</p>\n<p>实际上元气森林也是这么做的，从电梯楼、地铁站再到电视、手机，元气森林的广告营销可谓大手笔。</p>\n<p>广告打得响，产品的竞争壁垒却不高，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、哇哈哈、<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>已经打起了自己的无糖、低糖产品，未来，元气森林必然要面对激烈的竞争。</p>\n<p>连线Insight曾在《元気森林估值或达140亿，它做对了什么？又有什么隐忧？》一文中，详细描写了元气森林面临的机遇和挑战。</p>\n<p>香颂资本执行董事沈萌在接受媒体采访时表示，在私募阶段，估值不受市场对比考验，元气森林估值可能严重泡沫化。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed28560cb17f859825a51d489c55869f\" tg-width=\"1080\" tg-height=\"636\"><span>元气森林气泡水，图源元气森林天猫旗舰店</span></p>\n<p></p>\n<p>再来看泡泡玛特，根据泡泡玛特发布的年中报，截至2020年6月30日，共运营97个IP，其中12个自有IP、25个独家IP以及56个非独家IP。其中，最知名的Molly单个IP占总营收三分之一。</p>\n<p><b>泡泡玛特在招股书里写道：“公司并无法确保Molly的受欢迎程度能一直保持在其现有水平，如果Molly受损害或未能保持其目前对消费者的吸引力，则将面临没有替代品的困境。”</b></p>\n<p>据《中国经营报》报道，泡泡玛特IP合作并不稳定，外部设计师是公司IP的主要创作者且公司自身的研发能力弱，外部IP设计师的议价能力高，可以说泡泡玛特在上游研发并不具备主导权。</p>\n<p><b>同样的问题也出现在产业中下游，目前泡泡玛特主要采用的是代加工模式和经销商体系中，下游产品的制造和销售不可控，也导致产品掉漆等质量问题。</b>这种情况下，泡泡玛特旗下经销商曾状告泡泡玛特违反合作协议，自行跨区售卖产品引发内战。</p>\n<p>同时，泡泡玛特还面临着激烈的竞争，这样的境况，引发了泡泡玛特值不值40亿美元的讨论。</p>\n<p>目前，对于新消费品牌的估值，主要有“泡沫论”和“互联网论”两种观点。</p>\n<p>“泡沫论”主要指过度的营销，根据深响相关报道，新消费品牌的估值主要采用市销率（市值除以销售额），投资机构通常会根据品牌上一年的收入乘以市销率倍数来得出品牌的估值，倍数越高，说明该品牌在一级市场拥有更高的溢价。</p>\n<p>以元气森林为例，2020年上半年8亿销售额，其市销率为7倍，远高于同行的2-3倍，其中在A股饮料行业中，<a href=\"https://laohu8.com/S/603711\">香飘飘</a>、<a href=\"https://laohu8.com/S/600600\">青岛啤酒</a>、<a href=\"https://laohu8.com/S/000848\">承德露露</a>市销率分别为3.21、3.99和4.13。</p>\n<p><b>以这种算法，不少人认为新消费品牌的估值存在泡沫，实际上其实力撑不起来高估值。</b></p>\n<p>“互联网论”则认为新的消费品牌，应该按照互联网公司的逻辑来看，其根本目的不在于财务报表上的营收和净利润，而在于链接更多的用户，通过“互联网+”的模式实现to C的触达。</p>\n<p><img src=\"https://static.tigerbbs.com/7f19db23e78f7718e7f8460bea3ab051\" tg-width=\"1000\" tg-height=\"668\"></p>\n<p>“互联网论”认为决定企业价值的在于用户的粘性、活跃度和变现能力。以<a href=\"https://laohu8.com/S/02611\">国泰君安</a>互联网估值框架为例，V=K*P*N^2/R^2，K是变现因子、P是溢价率系数、N是网络的用户数、R是网络节点之间的距离。从中可以看出以用户为中心拆解的各项维度，成为了互联网企业估值的底层逻辑。</p>\n<p><b>“互联网论”将用户当作最核心的因素，就这点来看，新消费品牌确实通过品牌运营，实现了用户的规模式增长，并提高了用户粘性和变现能力。</b></p>\n<p>以上不同维度的算法，本质上还是在讨论一个品牌的综合实力。</p>\n<p><b>消费新贵们刮起了阵阵旋风，但资本只是一个助推手，要在激烈的竞争中生存下来，玩家们还是要持续创新并筑起核心壁垒。</b></p>","source":"lsy1575625456531","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>不计代价，抓住那只新消费独角兽</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{ 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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\">\n不计代价，抓住那只新消费独角兽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-30 19:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/AHwuLIG4nUzv6H2xUDdc6Q><strong>连线Insight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新消费无疑是今年最受资本宠爱的赛道之一。\n以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。\n挤入浪潮中的投资机构，迫不及待地往上添火：1年时间喜茶估值从90亿涨到160亿元；3年里，完美日记估值翻了40倍；今年7月元气森林新一轮融资后，估值相比上一轮暴涨3.5倍。\n新消费品牌的融资也接踵而来，据IT桔子统计，2020年上半年，我国新经济消费领域投融资额约为190亿元，投融资事件数为...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/AHwuLIG4nUzv6H2xUDdc6Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d059b4937dd1c87b2895e9f32490f56","relate_stocks":{"YSG":"逸仙电商"},"source_url":"http://mp.weixin.qq.com/s/AHwuLIG4nUzv6H2xUDdc6Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124123525","content_text":"新消费无疑是今年最受资本宠爱的赛道之一。\n以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。\n挤入浪潮中的投资机构，迫不及待地往上添火：1年时间喜茶估值从90亿涨到160亿元；3年里，完美日记估值翻了40倍；今年7月元气森林新一轮融资后，估值相比上一轮暴涨3.5倍。\n新消费品牌的融资也接踵而来，据IT桔子统计，2020年上半年，我国新经济消费领域投融资额约为190亿元，投融资事件数为120件。\n从左到右，为泡泡玛特、喜茶、完美日记的线下门店\n新消费品牌抓住了新时代的消费趋势，并由此进行经营模式的创新，获得了年轻人的青睐。\n尽管外界不断出现关于新消费品牌是否被高估的讨论，但资本依然在抢一张入场券，并甘愿为它付出更高溢价。\n新消费品牌的魔力究竟是什么？资本又为何要不计代价地争夺？\n1\n新消费赛道的大买家在投什么？\n大买家已经频频在新消费赛道出手。\n高瓴资本就是其中之一。\n2019年底，在北海道二世古滑雪场，完美日记创始人黄锦峰和高瓴资本张磊花了一整天的时间滑雪、用餐、谈话。\n早在2018年5月，高瓴创投董事总经理戴粤湘与黄锦峰第一次见面时，便表达了坚定的投资意向，成功投资了其A+轮。之后，2019年9月，高瓴资本下场，参与完美日记10亿美元的战略融资。\n作为亚洲最大的投资机构之一，高瓴资产管理规模增长至超过5000亿人民币，平均年回报率超过40%。\n高瓴的下场，是一个值得关注的时间节点。当时，随着国内美妆行业的进一步发展，本土品牌正迎来崛起的最佳时机。而完美日记已经成为美妆界的超级黑马，创造了诱人的增长曲线，并收获了许多投资人的关注。\n早期投资完美日记的真格基金，曾顶着风险和压力，在2019年对完美日记进行了跟投，金额为1800万美元。\n现在，完美日记背后站着众多头部投资机构，2020年4月C轮融资后，完美日记估值达到20亿美元。上市后，其母公司逸仙电商市值高达122亿美元。目前，逸仙电商占股前三的机构股东为高瓴资本、真格基金及高榕资本。\n完美日记融资历程，图源天眼查\n更多的头部投资机构涌入了茶饮市场。\n10月13日，蜜雪冰城被传即将完成IPO前最后一轮融资，投资方为高瓴资本、美团旗下龙珠资本，该轮被曝出将融资10亿-20亿人民币。\n另一边的喜茶，背后站着IDG资本、红杉资本、高瓴资本、美团旗下龙珠资本等投资方，在今年3月完成了由高瓴资本和Coatue（蔻图资本）联合领投的C轮融资后，喜茶投后估值超过160亿元。\n押赛道，不押单一企业，是一种常见的投资策略。在茶饮行业也十分常见。在喜茶不断刷新融资纪录，甚至向IPO发起冲击时，红杉资本和龙珠资本又投资了茶饮品牌古茗，这是一家攻占下沉市场的品牌。\n\n投资是一场赌博，越早看到企业的潜力，就将得到更多回报。\n创业工场投资人麦刚曾给了泡泡玛特一笔200万人民币规模的天使投资，按照泡泡玛特招股书中预计的25亿美金估值计算，麦刚给出的这200万人民币的回报超过了400倍。\n“投资新经济，重仓年轻人。” 梅花创投创始合伙人吴世春将这句话印在了名片后面。\n可以说，投新消费品牌，实际上是在投未来的消费趋势，为此，即使要付出更高的价格，也有投资机构愿意买单。\n2\n凭什么让资本买单？\n一个赛道最能打动投资者的因素有很多，从消费者的刚需，到创新力带来的持续增长，以及一个增量市场。\n从第一批90后走到而立之年，到00后走入社会，他们都成为了消费的主力军。\n消费者的需求正在急剧改变，这些变量创造了新的机会，踩中时代节点就有可能爆发。\n这不仅仅是创业者在赌，投资人也在赌。\n回想起爆红的新消费品牌，它们的爆发点都恰好赶上一个新消费趋势的拐点。\n以喜茶为例，当人们已经厌倦了粉末勾兑的奶茶时代时，它以一个全新的面貌出现——主打现泡茶和新鲜牛奶的结合，同时在商场开出类似星巴克一样的门店，这可以说是重新定义了奶茶，并迅速替代了以往街边的奶茶小铺；\n完美日记诞生的时候，正好也迎上了小红书、微博、抖音、B站等新渠道带来的流量红利，从线上做起的完美日记，成为了美妆行业的新锐品牌；\n元气森林则踩中了零卡、低糖、无糖的风潮，以健康为出发点切入0糖领域；\n泡泡玛特则吃到了盲盒的时代红利，做起了IP+盲盒的生意，实现了年赚4亿的爆发式增长……\n这样的名单还在越来越长。不同的细分领域，还在涌现具有不同潜力的新消费品牌。\n喜茶门店，图源其官网\n\n更让投资人疯狂的是，这些新消费品牌的赚钱能力称得上优秀。\n泡泡玛特的招股书显示，其2017年营收为1.58亿元，2019年却达到16.83亿元，呈现了十几倍的增长速度。同时，2017年至2019年公司净利润分别为156.9万元、9952.1万元、4.5亿元，三年时间利润暴涨289倍。\n元气森林虽还未上市，但曾发布相关数据，2020年前5个月，其卖出1.9亿瓶饮料。单月销售额分别为7400万元、3900万元、1.2亿元、1.7亿元和2.6亿元，总计6.6亿元人民币。可以保守估计，今年上半年其营收接近或超过10亿元。\n可以说，它们碰上了一个好时代。\n年轻消费者更愿意为产品品质、创新设计买单。IDG资本合伙人闫怡勝也曾提到，如今消费主力军的认知力是上一代人的3倍，对品味追求很厉害，具有国际性的视野，即使年薪10万，他也能花30万。\n比如在奶茶领域，喜茶、奈雪通过不断研发新的产品品类，并进行配方调整，即使产品单价高出普通奶茶许多，依然有大批消费者愿意为其买单。\n高增长、新风口、能赚钱，这样的项目受到热捧并不意外，投资机构也愿意接受一定的溢价，但一些品牌的估值高于行业数倍，也引起了关注和质疑。\n3\n新消费品牌被高估了吗？\n随着一轮又一轮新消费品牌的融资狂欢，对于估值是不是过高的讨论也随之而来。\n在外界看来，新消费品牌的软实力雄厚，硬实力却不足。\n新消费品牌的成功，离不开迎合年轻人的品牌理念、精巧的设计甚至一系列的营销，但是在研发能力、产品的质量、供应链能力上，与行业其他玩家相比，不一定具有明显优势。\n以元气森林为例，元气森林的主要产品为燃茶和苏打气泡水，凭借“0糖，0脂，0卡”锁定自身健康饮品的定位；在设计上，品牌名采用了日语“気”，在产品文案上多采用日本元素。\n元气森林创始人唐彬曾说：“我们敢在收入20亿元的时候拿出18亿元去做广告投放。”\n实际上元气森林也是这么做的，从电梯楼、地铁站再到电视、手机，元气森林的广告营销可谓大手笔。\n广告打得响，产品的竞争壁垒却不高，可口可乐、哇哈哈、农夫山泉已经打起了自己的无糖、低糖产品，未来，元气森林必然要面对激烈的竞争。\n连线Insight曾在《元気森林估值或达140亿，它做对了什么？又有什么隐忧？》一文中，详细描写了元气森林面临的机遇和挑战。\n香颂资本执行董事沈萌在接受媒体采访时表示，在私募阶段，估值不受市场对比考验，元气森林估值可能严重泡沫化。\n元气森林气泡水，图源元气森林天猫旗舰店\n\n再来看泡泡玛特，根据泡泡玛特发布的年中报，截至2020年6月30日，共运营97个IP，其中12个自有IP、25个独家IP以及56个非独家IP。其中，最知名的Molly单个IP占总营收三分之一。\n泡泡玛特在招股书里写道：“公司并无法确保Molly的受欢迎程度能一直保持在其现有水平，如果Molly受损害或未能保持其目前对消费者的吸引力，则将面临没有替代品的困境。”\n据《中国经营报》报道，泡泡玛特IP合作并不稳定，外部设计师是公司IP的主要创作者且公司自身的研发能力弱，外部IP设计师的议价能力高，可以说泡泡玛特在上游研发并不具备主导权。\n同样的问题也出现在产业中下游，目前泡泡玛特主要采用的是代加工模式和经销商体系中，下游产品的制造和销售不可控，也导致产品掉漆等质量问题。这种情况下，泡泡玛特旗下经销商曾状告泡泡玛特违反合作协议，自行跨区售卖产品引发内战。\n同时，泡泡玛特还面临着激烈的竞争，这样的境况，引发了泡泡玛特值不值40亿美元的讨论。\n目前，对于新消费品牌的估值，主要有“泡沫论”和“互联网论”两种观点。\n“泡沫论”主要指过度的营销，根据深响相关报道，新消费品牌的估值主要采用市销率（市值除以销售额），投资机构通常会根据品牌上一年的收入乘以市销率倍数来得出品牌的估值，倍数越高，说明该品牌在一级市场拥有更高的溢价。\n以元气森林为例，2020年上半年8亿销售额，其市销率为7倍，远高于同行的2-3倍，其中在A股饮料行业中，香飘飘、青岛啤酒、承德露露市销率分别为3.21、3.99和4.13。\n以这种算法，不少人认为新消费品牌的估值存在泡沫，实际上其实力撑不起来高估值。\n“互联网论”则认为新的消费品牌，应该按照互联网公司的逻辑来看，其根本目的不在于财务报表上的营收和净利润，而在于链接更多的用户，通过“互联网+”的模式实现to C的触达。\n\n“互联网论”认为决定企业价值的在于用户的粘性、活跃度和变现能力。以国泰君安互联网估值框架为例，V=K*P*N^2/R^2，K是变现因子、P是溢价率系数、N是网络的用户数、R是网络节点之间的距离。从中可以看出以用户为中心拆解的各项维度，成为了互联网企业估值的底层逻辑。\n“互联网论”将用户当作最核心的因素，就这点来看，新消费品牌确实通过品牌运营，实现了用户的规模式增长，并提高了用户粘性和变现能力。\n以上不同维度的算法，本质上还是在讨论一个品牌的综合实力。\n消费新贵们刮起了阵阵旋风，但资本只是一个助推手，要在激烈的竞争中生存下来，玩家们还是要持续创新并筑起核心壁垒。","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391559358,"gmtCreate":1606738420774,"gmtModify":1703844068265,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547586527120864","idStr":"3547586527120864"},"themes":[],"htmlText":"2020投资大复盘，四次熔断别人恐慌的时候我也恐慌。当反弹了又怕是陷阱不敢进入。一直到最后一个月才敢进入","listText":"2020投资大复盘，四次熔断别人恐慌的时候我也恐慌。当反弹了又怕是陷阱不敢进入。一直到最后一个月才敢进入","text":"2020投资大复盘，四次熔断别人恐慌的时候我也恐慌。当反弹了又怕是陷阱不敢进入。一直到最后一个月才敢进入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/391559358","repostId":"391512214","repostType":1,"repost":{"id":391512214,"gmtCreate":1606731357027,"gmtModify":1703844020958,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【有奖活动】2020年投资大复盘","htmlText":"2020年，随着新冠病毒的全球蔓延，资本市场风起云涌。小虎君想在这里号召虎友们分享自己的2020投资大复盘。至于奖励吗？我们有苹果最新款耳机，苹果股票，还有虎友们最最最喜欢的限量款台历。转眼间，距2021年还有不到1个月的时间了，在即将过去的2020年，我们一起见证了很多历史，疫情爆发叠加油价下跌带来的股灾，纳斯达克指数一个月就暴跌了30%，美股十天熔断了四次，股神都高喊“活久见”，然而就当大家以为美股十二年大牛市即将结束时，纳指又在不经意间反弹超84%，创下历史新高！ 在这样暴涨暴跌的行情下，小虎君在这里想问问亲爱的虎友们，2020年你的投资收益如何？完成年初定下的目标了吗？相信有不少虎友想要分享一下自己的投资感悟，小虎君也想在这里号召虎友们分享自己的2020年投资大复盘，赢取苹果AirPods Pro及2021年限量台历，不管前浪后浪，一起乘风破浪，奥利给！【参与方式】 在“2020投资大复盘”主题下发帖，或者题目中包含“2020投资大复盘”等关键字 ： 回顾2020年的投资记录，有什么心得感悟？ 在2020年，你曾做了哪些“神操作”？得到什么启发？ 在2020年，哪次失败的投资让你记忆犹新？为什么？ 展望来年，你又希望收获什么？ 友情提示：篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦：www.laohu8.com 【活动奖品】 一等奖：苹果AirPods Pro（10个） 二等奖：苹果股票1股 三等奖：月度免佣卡 参与奖：也可称为阳光普照奖，凡在“2020投资大复盘”主题下发帖或者在本帖参与回复的用户，均可获得66虎币。 除此之外，我们还会从参与复盘活动的虎友中随机选出50名征文内容优质的幸运虎友赠送2021年台历一份。数量有限，先到先得～（台历仅限中国大陆地区）【评奖规则】 客观评分（50%）：根据文章的字数、阅读、转发、","listText":"2020年，随着新冠病毒的全球蔓延，资本市场风起云涌。小虎君想在这里号召虎友们分享自己的2020投资大复盘。至于奖励吗？我们有苹果最新款耳机，苹果股票，还有虎友们最最最喜欢的限量款台历。转眼间，距2021年还有不到1个月的时间了，在即将过去的2020年，我们一起见证了很多历史，疫情爆发叠加油价下跌带来的股灾，纳斯达克指数一个月就暴跌了30%，美股十天熔断了四次，股神都高喊“活久见”，然而就当大家以为美股十二年大牛市即将结束时，纳指又在不经意间反弹超84%，创下历史新高！ 在这样暴涨暴跌的行情下，小虎君在这里想问问亲爱的虎友们，2020年你的投资收益如何？完成年初定下的目标了吗？相信有不少虎友想要分享一下自己的投资感悟，小虎君也想在这里号召虎友们分享自己的2020年投资大复盘，赢取苹果AirPods Pro及2021年限量台历，不管前浪后浪，一起乘风破浪，奥利给！【参与方式】 在“2020投资大复盘”主题下发帖，或者题目中包含“2020投资大复盘”等关键字 ： 回顾2020年的投资记录，有什么心得感悟？ 在2020年，你曾做了哪些“神操作”？得到什么启发？ 在2020年，哪次失败的投资让你记忆犹新？为什么？ 展望来年，你又希望收获什么？ 友情提示：篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦：www.laohu8.com 【活动奖品】 一等奖：苹果AirPods Pro（10个） 二等奖：苹果股票1股 三等奖：月度免佣卡 参与奖：也可称为阳光普照奖，凡在“2020投资大复盘”主题下发帖或者在本帖参与回复的用户，均可获得66虎币。 除此之外，我们还会从参与复盘活动的虎友中随机选出50名征文内容优质的幸运虎友赠送2021年台历一份。数量有限，先到先得～（台历仅限中国大陆地区）【评奖规则】 客观评分（50%）：根据文章的字数、阅读、转发、","text":"2020年，随着新冠病毒的全球蔓延，资本市场风起云涌。小虎君想在这里号召虎友们分享自己的2020投资大复盘。至于奖励吗？我们有苹果最新款耳机，苹果股票，还有虎友们最最最喜欢的限量款台历。转眼间，距2021年还有不到1个月的时间了，在即将过去的2020年，我们一起见证了很多历史，疫情爆发叠加油价下跌带来的股灾，纳斯达克指数一个月就暴跌了30%，美股十天熔断了四次，股神都高喊“活久见”，然而就当大家以为美股十二年大牛市即将结束时，纳指又在不经意间反弹超84%，创下历史新高！ 在这样暴涨暴跌的行情下，小虎君在这里想问问亲爱的虎友们，2020年你的投资收益如何？完成年初定下的目标了吗？相信有不少虎友想要分享一下自己的投资感悟，小虎君也想在这里号召虎友们分享自己的2020年投资大复盘，赢取苹果AirPods Pro及2021年限量台历，不管前浪后浪，一起乘风破浪，奥利给！【参与方式】 在“2020投资大复盘”主题下发帖，或者题目中包含“2020投资大复盘”等关键字 ： 回顾2020年的投资记录，有什么心得感悟？ 在2020年，你曾做了哪些“神操作”？得到什么启发？ 在2020年，哪次失败的投资让你记忆犹新？为什么？ 展望来年，你又希望收获什么？ 友情提示：篇幅长的虎友可以在发帖时选择“写长帖’ 也可以使用老虎社区网页发帖可支持多图及长文格式哦：www.laohu8.com 【活动奖品】 一等奖：苹果AirPods Pro（10个） 二等奖：苹果股票1股 三等奖：月度免佣卡 参与奖：也可称为阳光普照奖，凡在“2020投资大复盘”主题下发帖或者在本帖参与回复的用户，均可获得66虎币。 除此之外，我们还会从参与复盘活动的虎友中随机选出50名征文内容优质的幸运虎友赠送2021年台历一份。数量有限，先到先得～（台历仅限中国大陆地区）【评奖规则】 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Corp(WATT)$这个值得入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339044920","isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282637518459152,"gmtCreate":1710031688988,"gmtModify":1710031690305,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547586527120864","authorIdStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282637518459152","repostId":"1137783089","repostType":4,"repost":{"id":"1137783089","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709909191,"share":"https://www.laohu8.com/m/news/1137783089?lang=&edition=full","pubTime":"2024-03-08 22:46","market":"us","language":"zh","title":"比特币站上69000美元/枚！加密货币概念股盘初集体走高","url":"https://stock-news.laohu8.com/highlight/detail?id=1137783089","media":"老虎资讯综合","summary":"3月8日，加密货币概念股盘初集体走高，Marathon Digital涨超6%，CleanSpark涨近6%，Riot Platforms涨超4%，Coinbase、MicroStrategy涨超2%","content":"<html><head></head><body><p>3月8日，加密货币概念股盘初集体走高，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>涨超6%，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨近6%，<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超4%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超2%。消息面：比特币站上69000美元/枚，日内涨2.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c18f82ac12965d25e20206647ec9a8a5\" title=\"\" tg-width=\"411\" tg-height=\"540\"/></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>比特币站上69000美元/枚！加密货币概念股盘初集体走高</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; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-08 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月8日，加密货币概念股盘初集体走高，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>涨超6%，<a href=\"https://laohu8.com/S/CLSK\">CleanSpark</a>涨近6%，<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>涨超4%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>涨超2%。消息面：比特币站上69000美元/枚，日内涨2.44%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c18f82ac12965d25e20206647ec9a8a5\" title=\"\" tg-width=\"411\" tg-height=\"540\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"GBTC":"Grayscale Bitcoin 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Inc.(FUBO)$$维珍银河(SPCE)$","images":[{"img":"https://static.tigerbbs.com/8a230139bfcc0255cbc2ca7c47f070df","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330905880","isVote":1,"tweetType":2,"object":{"id":"db51a21b3f0b473b99686c16902c97dc","tweetId":"330905880","videoUrl":"https://1254107296.vod2.myqcloud.com/cdf5e41avodtransusw1254107296/9c77324a5285890810784736211/v.f30.mp4","poster":"https://static.tigerbbs.com/8a230139bfcc0255cbc2ca7c47f070df"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333609927,"gmtCreate":1609248663469,"gmtModify":1703738401279,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547586527120864","authorIdStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333609927","repostId":"333960968","repostType":1,"repost":{"id":333960968,"gmtCreate":1609164982754,"gmtModify":1709107662950,"author":{"id":"3494135402605769","authorId":"3494135402605769","name":"非对称交易","avatar":"https://static.tigerbbs.com/ec8f14dfefe6453ae940f34a8e5f6c4a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494135402605769","authorIdStr":"3494135402605769"},"themes":[],"title":"从2年亏损80%到3个月狂赚600%，我做对了什么？","htmlText":"无意间看到一句话：写作是最好的自我投资，而我也坚信：优质的写作，是最高效的社交，所以思来想去正好赶上年终岁末，记录一下我在股票投资上的一些认识和体会，从入场2年亏损80%到3个月前痛改前非，修正了自己的交易体系之后，近3个月收益扶摇直上，持仓相比9月份暴涨了600%，不仅之前亏的钱全部赚回来了，而且实现了整体投资100%的收益，一方面是从最近的案例中感悟到定期的复盘和反思非常有必要，另一方面借此希望可以和有共识的朋友多多交流.图1：近1个月的收益率对比图近3个月的收益率对比图我是从2018年开始投资美港股，盘子不大，刚开始奔着“年轻人的第一支股票”小米去的，结果也是亏的惨不忍睹，投资目标从赚钱盈利变成了收回本金，后面也陆续操作过一些标的，如拆股前股价194美金的 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;(现在股价对应3308.85美金)，拆股前股价143美金的苹果（现在股价对应527.88美金），股价1.42的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;（现在股价45.77美金），股价19.35的京东（现在股价84.49美金），选股感觉还可以，但买卖节点和方式不对，都没怎么赚钱，反而亏了不少钱，以至于后来就基本上不怎么看股票软件了，9月份的时候看了一眼股票软件，发现从18年到现在亏掉了80%，基本上属于裸泳了，到10月份的时候正好蚂蚁要上市，从生意模式上我是很看好蚂蚁集团的，钱生钱、利滚利，包赚不赔的买卖，就又存了一些资金进去，结果赶上黑天鹅，被监管叫停了。可是都入金了钱总不能空仓，总得买点啥，于是乎买啥，怎么买是个问题，所以就痛定思痛，认真分析了一下发现我之前选的标的都还行","listText":"无意间看到一句话：写作是最好的自我投资，而我也坚信：优质的写作，是最高效的社交，所以思来想去正好赶上年终岁末，记录一下我在股票投资上的一些认识和体会，从入场2年亏损80%到3个月前痛改前非，修正了自己的交易体系之后，近3个月收益扶摇直上，持仓相比9月份暴涨了600%，不仅之前亏的钱全部赚回来了，而且实现了整体投资100%的收益，一方面是从最近的案例中感悟到定期的复盘和反思非常有必要，另一方面借此希望可以和有共识的朋友多多交流.图1：近1个月的收益率对比图近3个月的收益率对比图我是从2018年开始投资美港股，盘子不大，刚开始奔着“年轻人的第一支股票”小米去的，结果也是亏的惨不忍睹，投资目标从赚钱盈利变成了收回本金，后面也陆续操作过一些标的，如拆股前股价194美金的 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;(现在股价对应3308.85美金)，拆股前股价143美金的苹果（现在股价对应527.88美金），股价1.42的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;（现在股价45.77美金），股价19.35的京东（现在股价84.49美金），选股感觉还可以，但买卖节点和方式不对，都没怎么赚钱，反而亏了不少钱，以至于后来就基本上不怎么看股票软件了，9月份的时候看了一眼股票软件，发现从18年到现在亏掉了80%，基本上属于裸泳了，到10月份的时候正好蚂蚁要上市，从生意模式上我是很看好蚂蚁集团的，钱生钱、利滚利，包赚不赔的买卖，就又存了一些资金进去，结果赶上黑天鹅，被监管叫停了。可是都入金了钱总不能空仓，总得买点啥，于是乎买啥，怎么买是个问题，所以就痛定思痛，认真分析了一下发现我之前选的标的都还行","text":"无意间看到一句话：写作是最好的自我投资，而我也坚信：优质的写作，是最高效的社交，所以思来想去正好赶上年终岁末，记录一下我在股票投资上的一些认识和体会，从入场2年亏损80%到3个月前痛改前非，修正了自己的交易体系之后，近3个月收益扶摇直上，持仓相比9月份暴涨了600%，不仅之前亏的钱全部赚回来了，而且实现了整体投资100%的收益，一方面是从最近的案例中感悟到定期的复盘和反思非常有必要，另一方面借此希望可以和有共识的朋友多多交流.图1：近1个月的收益率对比图近3个月的收益率对比图我是从2018年开始投资美港股，盘子不大，刚开始奔着“年轻人的第一支股票”小米去的，结果也是亏的惨不忍睹，投资目标从赚钱盈利变成了收回本金，后面也陆续操作过一些标的，如拆股前股价194美金的 $特斯拉(TSLA)$ (现在股价对应3308.85美金)，拆股前股价143美金的苹果（现在股价对应527.88美金），股价1.42的$蔚来(NIO)$ （现在股价45.77美金），股价19.35的京东（现在股价84.49美金），选股感觉还可以，但买卖节点和方式不对，都没怎么赚钱，反而亏了不少钱，以至于后来就基本上不怎么看股票软件了，9月份的时候看了一眼股票软件，发现从18年到现在亏掉了80%，基本上属于裸泳了，到10月份的时候正好蚂蚁要上市，从生意模式上我是很看好蚂蚁集团的，钱生钱、利滚利，包赚不赔的买卖，就又存了一些资金进去，结果赶上黑天鹅，被监管叫停了。可是都入金了钱总不能空仓，总得买点啥，于是乎买啥，怎么买是个问题，所以就痛定思痛，认真分析了一下发现我之前选的标的都还行","images":[{"img":"https://static.tigerbbs.com/c47b6bf7440f5f2718dbb8590f6baeb8","width":"828","height":"1434"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333960968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392417846,"gmtCreate":1607506355085,"gmtModify":1703848305858,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547586527120864","authorIdStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392417846","repostId":"392406407","repostType":1,"repost":{"id":392406407,"gmtCreate":1607500659101,"gmtModify":1703848259993,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499642540046495","authorIdStr":"3499642540046495"},"themes":[],"title":"今年最火的一位女股神","htmlText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","listText":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","text":"本文来自公众号：房东看世界今天我们聊聊一位最近很火的女股神，她的名字叫Catherine Wood，她是ARK Invest的CEO和基金经理人。如果要问今年美国市场上谁最风光，那肯定有她和她公司ARK的份，Wood现在已经成为无数投资者眼中的女神。Catherine Wood为什么她能火？我们看一下她管理的产品表现就知道了。ARKK vs 纳斯达克100 vs 标普500 2014年底至今各自累计涨幅上面这张图中紫色线为她管理的一只规模最大的ARKK与纳斯达克100（黑色线）以及标普500（黑色）的对比，从2014下半年登场至今，ARKK累计上涨了接近500%，碾压基准标普500，甚至也让作为科技指数之王的纳斯达克100相形见绌。ARKK连续三年都跑赢了基准，并且和其他ARK旗下的四个主动基金一同在今年迎来了大爆发。有人把她说成是“女版巴菲特”，但她的风格和巴菲特完全不一样，巴菲特喜欢投资现金流稳定的成熟公司、而且更倾向于传统行业，对科技股涉猎相对较少；Wood专做科技股，而且都是在足够早的时间就瞄准那些有潜力的科技公司。在她的投资理念中，最重要的一个关键词就是创新。Wood出生于1956年，换句话说她现在已经是个64岁的大妈了，但是她对于创新和新经济的理解远超绝大多数后辈，她抓住了特斯拉、Square、Zoom甚至是比特币的机会。除了天赋以外，和她的个人经历也分不开。她毕业于南加州大学金融经济学专业，1977年开始在Capital Research公司任助理经济师，之后她在1980年转职Jennison Associates任首席经济师。1998年她合伙成立对冲基金Tupelo Capital并任投资组合经理主理该基金的宏观战略。2001年，她转到联博资产管理任投资长，负责管理基金达50亿美元的投资组合。2013年，她从联博辞职创业，于2014年1月成立ARK Inve","images":[{"img":"https://static.tigerbbs.com/97bb7924b5cdfce996be47d988193e0f","width":"660","height":"371"},{"img":"https://static.tigerbbs.com/f03fc602704168bd154f831a312d7d3d","width":"688","height":"305"},{"img":"https://static.tigerbbs.com/c48887879ceb2887aff33fade3bc425b","width":"688","height":"283"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392406407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391556886,"gmtCreate":1606739249145,"gmtModify":1703844073978,"author":{"id":"3547586527120864","authorId":"3547586527120864","name":"法老王","avatar":"https://static.tigerbbs.com/e087ffec7cf679e62d2127a65f70c68c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547586527120864","authorIdStr":"3547586527120864"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391556886","repostId":"1124123525","repostType":2,"repost":{"id":"1124123525","kind":"news","pubTimestamp":1606735042,"share":"https://www.laohu8.com/m/news/1124123525?lang=&edition=full","pubTime":"2020-11-30 19:17","market":"sh","language":"zh","title":"不计代价，抓住那只新消费独角兽","url":"https://stock-news.laohu8.com/highlight/detail?id=1124123525","media":"连线Insight","summary":"新消费无疑是今年最受资本宠爱的赛道之一。\n以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。\n挤入浪潮中的投资机构，迫不及待地往上添火：1年时间喜茶估值从90亿涨到160亿元；3年里，完","content":"<p>新消费无疑是今年最受资本宠爱的赛道之一。</p>\n<p>以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。</p>\n<p><b>挤入浪潮中的投资机构，迫不及待地往上添火</b>：1年时间喜茶估值从90亿涨到160亿元；3年里，完美日记估值翻了40倍；今年7月元气森林新一轮融资后，估值相比上一轮暴涨3.5倍。</p>\n<p>新消费品牌的融资也接踵而来，据IT桔子统计，2020年上半年，我国新经济消费领域投融资额约为190亿元，投融资事件数为120件。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abf463ed40337f1e121fdd4c19c3e5f2\" tg-width=\"1080\" tg-height=\"473\"><span>从左到右，为泡泡玛特、喜茶、完美日记的线下门店</span></p>\n<p>新消费品牌抓住了新时代的消费趋势，并由此进行经营模式的创新，获得了年轻人的青睐。</p>\n<p>尽管外界不断出现关于新消费品牌是否被高估的讨论，但资本依然在抢一张入场券，并甘愿为它付出更高溢价。</p>\n<p><b>新消费品牌的魔力究竟是什么？资本又为何要不计代价地争夺？</b></p>\n<p><b>1</b></p>\n<p><b>新消费赛道的大买家在投什么？</b></p>\n<p><b>大买家已经频频在新消费赛道出手。</b></p>\n<p>高瓴资本就是其中之一。</p>\n<p>2019年底，在北海道二世古滑雪场，完美日记创始人黄锦峰和高瓴资本张磊花了一整天的时间滑雪、用餐、谈话。</p>\n<p>早在2018年5月，高瓴创投董事总经理戴粤湘与黄锦峰第一次见面时，便表达了坚定的投资意向，成功投资了其A+轮。之后，2019年9月，高瓴资本下场，参与完美日记10亿美元的战略融资。</p>\n<p>作为亚洲最大的投资机构之一，高瓴资产管理规模增长至超过5000亿人民币，平均年回报率超过40%。</p>\n<p><b>高瓴的下场，是一个值得关注的时间节点。当时，随着国内美妆行业的进一步发展，本土品牌正迎来崛起的最佳时机。而完美日记已经成为美妆界的超级黑马，创造了诱人的增长曲线，并收获了许多投资人的关注。</b></p>\n<p>早期投资完美日记的真格基金，曾顶着风险和压力，在2019年对完美日记进行了跟投，金额为1800万美元。</p>\n<p>现在，完美日记背后站着众多头部投资机构，2020年4月C轮融资后，完美日记估值达到20亿美元。上市后，其母公司<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>市值高达122亿美元。目前，逸仙电商占股前三的机构股东为高瓴资本、真格基金及高榕资本。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/802d40d7d2a08e98b7b4b981c55b9e42\" tg-width=\"1080\" tg-height=\"713\"><span>完美日记融资历程，图源天眼查</span></p>\n<p><b>更多的头部投资机构涌入了茶饮市场。</b></p>\n<p>10月13日，蜜雪冰城被传即将完成IPO前最后一轮融资，投资方为高瓴资本、美团旗下龙珠资本，该轮被曝出将融资10亿-20亿人民币。</p>\n<p>另一边的喜茶，背后站着IDG资本、红杉资本、高瓴资本、美团旗下龙珠资本等投资方，在今年3月完成了由高瓴资本和Coatue（蔻图资本）联合领投的C轮融资后，喜茶投后估值超过160亿元。</p>\n<p>押赛道，不押单一企业，是一种常见的投资策略。在茶饮行业也十分常见。在喜茶不断刷新融资纪录，甚至向IPO发起冲击时，红杉资本和龙珠资本又投资了茶饮品牌古茗，这是一家攻占下沉市场的品牌。</p>\n<p><img src=\"https://static.tigerbbs.com/bb6c2284297af925940ebf70bd8f00ec\" tg-width=\"1000\" tg-height=\"618\"></p>\n<p>投资是一场赌博，越早看到企业的潜力，就将得到更多回报。</p>\n<p>创业工场投资人麦刚曾给了泡泡玛特一笔200万人民币规模的天使投资，按照泡泡玛特招股书中预计的25亿美金估值计算，麦刚给出的这200万人民币的回报超过了400倍。</p>\n<p>“投资新经济，重仓年轻人。” 梅花创投创始合伙人吴世春将这句话印在了名片后面。</p>\n<p><b>可以说，投新消费品牌，实际上是在投未来的消费趋势，为此，即使要付出更高的价格，也有投资机构愿意买单。</b></p>\n<p><b>2</b></p>\n<p><b>凭什么让资本买单？</b></p>\n<p>一个赛道最能打动投资者的因素有很多，从消费者的刚需，到创新力带来的持续增长，以及一个增量市场。</p>\n<p>从第一批90后走到而立之年，到00后走入社会，他们都成为了消费的主力军。</p>\n<p>消费者的需求正在急剧改变，这些变量创造了新的机会，踩中时代节点就有可能爆发。</p>\n<p>这不仅仅是创业者在赌，投资人也在赌。</p>\n<p><b>回想起爆红的新消费品牌，它们的爆发点都恰好赶上一个新消费趋势的拐点。</b></p>\n<p>以喜茶为例，当人们已经厌倦了粉末勾兑的奶茶时代时，它以一个全新的面貌出现——主打现泡茶和新鲜牛奶的结合，同时在商场开出类似<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>一样的门店，这可以说是重新定义了奶茶，并迅速替代了以往街边的奶茶小铺；</p>\n<p>完美日记诞生的时候，正好也迎上了小红书、<a href=\"https://laohu8.com/S/WB\">微博</a>、抖音、B站等新渠道带来的流量红利，从线上做起的完美日记，成为了美妆行业的新锐品牌；</p>\n<p>元气森林则踩中了零卡、低糖、无糖的风潮，以健康为出发点切入0糖领域；</p>\n<p>泡泡玛特则吃到了盲盒的时代红利，做起了IP+盲盒的生意，实现了年赚4亿的爆发式增长……</p>\n<p>这样的名单还在越来越长。不同的细分领域，还在涌现具有不同潜力的新消费品牌。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd139664ae16e69de50f63d85cdfe107\" tg-width=\"1080\" tg-height=\"720\"><span>喜茶门店，图源其官网</span></p>\n<p></p>\n<p><b>更让投资人疯狂的是，这些新消费品牌的赚钱能力称得上优秀。</b></p>\n<p>泡泡玛特的招股书显示，其2017年营收为1.58亿元，2019年却达到16.83亿元，呈现了十几倍的增长速度。同时，2017年至2019年公司净利润分别为156.9万元、9952.1万元、4.5亿元，三年时间利润暴涨289倍。</p>\n<p>元气森林虽还未上市，但曾发布相关数据，2020年前5个月，其卖出1.9亿瓶饮料。单月销售额分别为7400万元、3900万元、1.2亿元、1.7亿元和2.6亿元，总计6.6亿元人民币。可以保守估计，今年上半年其营收接近或超过10亿元。</p>\n<p>可以说，它们碰上了一个好时代。</p>\n<p><b>年轻消费者更愿意为产品品质、创新设计买单。</b>IDG资本合伙人闫怡勝也曾提到，如今消费主力军的认知力是上一代人的3倍，对品味追求很厉害，具有国际性的视野，即使年薪10万，他也能花30万。</p>\n<p>比如在奶茶领域，喜茶、奈雪通过不断研发新的产品品类，并进行配方调整，即使产品单价高出普通奶茶许多，依然有大批消费者愿意为其买单。</p>\n<p>高增长、新风口、能赚钱，这样的项目受到热捧并不意外，投资机构也愿意接受一定的溢价，但一些品牌的估值高于行业数倍，也引起了关注和质疑。</p>\n<p><b>3</b></p>\n<p><b>新消费品牌被高估了吗？</b></p>\n<p>随着一轮又一轮新消费品牌的融资狂欢，对于估值是不是过高的讨论也随之而来。</p>\n<p>在外界看来，新消费品牌的软实力雄厚，硬实力却不足。</p>\n<p><b>新消费品牌的成功，离不开迎合年轻人的品牌理念、精巧的设计甚至一系列的营销，但是在研发能力、产品的质量、供应链能力上，与行业其他玩家相比，不一定具有明显优势。</b></p>\n<p>以元气森林为例，元气森林的主要产品为燃茶和苏打气泡水，凭借“0糖，0脂，0卡”锁定自身健康饮品的定位；在设计上，品牌名采用了日语“気”，在产品文案上多采用日本元素。</p>\n<p>元气森林创始人唐彬曾说：“我们敢在收入20亿元的时候拿出18亿元去做广告投放。”</p>\n<p>实际上元气森林也是这么做的，从电梯楼、地铁站再到电视、手机，元气森林的广告营销可谓大手笔。</p>\n<p>广告打得响，产品的竞争壁垒却不高，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、哇哈哈、<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>已经打起了自己的无糖、低糖产品，未来，元气森林必然要面对激烈的竞争。</p>\n<p>连线Insight曾在《元気森林估值或达140亿，它做对了什么？又有什么隐忧？》一文中，详细描写了元气森林面临的机遇和挑战。</p>\n<p>香颂资本执行董事沈萌在接受媒体采访时表示，在私募阶段，估值不受市场对比考验，元气森林估值可能严重泡沫化。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed28560cb17f859825a51d489c55869f\" tg-width=\"1080\" tg-height=\"636\"><span>元气森林气泡水，图源元气森林天猫旗舰店</span></p>\n<p></p>\n<p>再来看泡泡玛特，根据泡泡玛特发布的年中报，截至2020年6月30日，共运营97个IP，其中12个自有IP、25个独家IP以及56个非独家IP。其中，最知名的Molly单个IP占总营收三分之一。</p>\n<p><b>泡泡玛特在招股书里写道：“公司并无法确保Molly的受欢迎程度能一直保持在其现有水平，如果Molly受损害或未能保持其目前对消费者的吸引力，则将面临没有替代品的困境。”</b></p>\n<p>据《中国经营报》报道，泡泡玛特IP合作并不稳定，外部设计师是公司IP的主要创作者且公司自身的研发能力弱，外部IP设计师的议价能力高，可以说泡泡玛特在上游研发并不具备主导权。</p>\n<p><b>同样的问题也出现在产业中下游，目前泡泡玛特主要采用的是代加工模式和经销商体系中，下游产品的制造和销售不可控，也导致产品掉漆等质量问题。</b>这种情况下，泡泡玛特旗下经销商曾状告泡泡玛特违反合作协议，自行跨区售卖产品引发内战。</p>\n<p>同时，泡泡玛特还面临着激烈的竞争，这样的境况，引发了泡泡玛特值不值40亿美元的讨论。</p>\n<p>目前，对于新消费品牌的估值，主要有“泡沫论”和“互联网论”两种观点。</p>\n<p>“泡沫论”主要指过度的营销，根据深响相关报道，新消费品牌的估值主要采用市销率（市值除以销售额），投资机构通常会根据品牌上一年的收入乘以市销率倍数来得出品牌的估值，倍数越高，说明该品牌在一级市场拥有更高的溢价。</p>\n<p>以元气森林为例，2020年上半年8亿销售额，其市销率为7倍，远高于同行的2-3倍，其中在A股饮料行业中，<a href=\"https://laohu8.com/S/603711\">香飘飘</a>、<a href=\"https://laohu8.com/S/600600\">青岛啤酒</a>、<a href=\"https://laohu8.com/S/000848\">承德露露</a>市销率分别为3.21、3.99和4.13。</p>\n<p><b>以这种算法，不少人认为新消费品牌的估值存在泡沫，实际上其实力撑不起来高估值。</b></p>\n<p>“互联网论”则认为新的消费品牌，应该按照互联网公司的逻辑来看，其根本目的不在于财务报表上的营收和净利润，而在于链接更多的用户，通过“互联网+”的模式实现to C的触达。</p>\n<p><img src=\"https://static.tigerbbs.com/7f19db23e78f7718e7f8460bea3ab051\" tg-width=\"1000\" tg-height=\"668\"></p>\n<p>“互联网论”认为决定企业价值的在于用户的粘性、活跃度和变现能力。以<a href=\"https://laohu8.com/S/02611\">国泰君安</a>互联网估值框架为例，V=K*P*N^2/R^2，K是变现因子、P是溢价率系数、N是网络的用户数、R是网络节点之间的距离。从中可以看出以用户为中心拆解的各项维度，成为了互联网企业估值的底层逻辑。</p>\n<p><b>“互联网论”将用户当作最核心的因素，就这点来看，新消费品牌确实通过品牌运营，实现了用户的规模式增长，并提高了用户粘性和变现能力。</b></p>\n<p>以上不同维度的算法，本质上还是在讨论一个品牌的综合实力。</p>\n<p><b>消费新贵们刮起了阵阵旋风，但资本只是一个助推手，要在激烈的竞争中生存下来，玩家们还是要持续创新并筑起核心壁垒。</b></p>","source":"lsy1575625456531","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\" 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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\">\n不计代价，抓住那只新消费独角兽\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-30 19:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/AHwuLIG4nUzv6H2xUDdc6Q><strong>连线Insight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新消费无疑是今年最受资本宠爱的赛道之一。\n以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。\n挤入浪潮中的投资机构，迫不及待地往上添火：1年时间喜茶估值从90亿涨到160亿元；3年里，完美日记估值翻了40倍；今年7月元气森林新一轮融资后，估值相比上一轮暴涨3.5倍。\n新消费品牌的融资也接踵而来，据IT桔子统计，2020年上半年，我国新经济消费领域投融资额约为190亿元，投融资事件数为...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/AHwuLIG4nUzv6H2xUDdc6Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d059b4937dd1c87b2895e9f32490f56","relate_stocks":{"YSG":"逸仙电商"},"source_url":"http://mp.weixin.qq.com/s/AHwuLIG4nUzv6H2xUDdc6Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124123525","content_text":"新消费无疑是今年最受资本宠爱的赛道之一。\n以喜茶、完美日记、泡泡玛特等为代表的新消费品牌，正站在浪潮之巅。\n挤入浪潮中的投资机构，迫不及待地往上添火：1年时间喜茶估值从90亿涨到160亿元；3年里，完美日记估值翻了40倍；今年7月元气森林新一轮融资后，估值相比上一轮暴涨3.5倍。\n新消费品牌的融资也接踵而来，据IT桔子统计，2020年上半年，我国新经济消费领域投融资额约为190亿元，投融资事件数为120件。\n从左到右，为泡泡玛特、喜茶、完美日记的线下门店\n新消费品牌抓住了新时代的消费趋势，并由此进行经营模式的创新，获得了年轻人的青睐。\n尽管外界不断出现关于新消费品牌是否被高估的讨论，但资本依然在抢一张入场券，并甘愿为它付出更高溢价。\n新消费品牌的魔力究竟是什么？资本又为何要不计代价地争夺？\n1\n新消费赛道的大买家在投什么？\n大买家已经频频在新消费赛道出手。\n高瓴资本就是其中之一。\n2019年底，在北海道二世古滑雪场，完美日记创始人黄锦峰和高瓴资本张磊花了一整天的时间滑雪、用餐、谈话。\n早在2018年5月，高瓴创投董事总经理戴粤湘与黄锦峰第一次见面时，便表达了坚定的投资意向，成功投资了其A+轮。之后，2019年9月，高瓴资本下场，参与完美日记10亿美元的战略融资。\n作为亚洲最大的投资机构之一，高瓴资产管理规模增长至超过5000亿人民币，平均年回报率超过40%。\n高瓴的下场，是一个值得关注的时间节点。当时，随着国内美妆行业的进一步发展，本土品牌正迎来崛起的最佳时机。而完美日记已经成为美妆界的超级黑马，创造了诱人的增长曲线，并收获了许多投资人的关注。\n早期投资完美日记的真格基金，曾顶着风险和压力，在2019年对完美日记进行了跟投，金额为1800万美元。\n现在，完美日记背后站着众多头部投资机构，2020年4月C轮融资后，完美日记估值达到20亿美元。上市后，其母公司逸仙电商市值高达122亿美元。目前，逸仙电商占股前三的机构股东为高瓴资本、真格基金及高榕资本。\n完美日记融资历程，图源天眼查\n更多的头部投资机构涌入了茶饮市场。\n10月13日，蜜雪冰城被传即将完成IPO前最后一轮融资，投资方为高瓴资本、美团旗下龙珠资本，该轮被曝出将融资10亿-20亿人民币。\n另一边的喜茶，背后站着IDG资本、红杉资本、高瓴资本、美团旗下龙珠资本等投资方，在今年3月完成了由高瓴资本和Coatue（蔻图资本）联合领投的C轮融资后，喜茶投后估值超过160亿元。\n押赛道，不押单一企业，是一种常见的投资策略。在茶饮行业也十分常见。在喜茶不断刷新融资纪录，甚至向IPO发起冲击时，红杉资本和龙珠资本又投资了茶饮品牌古茗，这是一家攻占下沉市场的品牌。\n\n投资是一场赌博，越早看到企业的潜力，就将得到更多回报。\n创业工场投资人麦刚曾给了泡泡玛特一笔200万人民币规模的天使投资，按照泡泡玛特招股书中预计的25亿美金估值计算，麦刚给出的这200万人民币的回报超过了400倍。\n“投资新经济，重仓年轻人。” 梅花创投创始合伙人吴世春将这句话印在了名片后面。\n可以说，投新消费品牌，实际上是在投未来的消费趋势，为此，即使要付出更高的价格，也有投资机构愿意买单。\n2\n凭什么让资本买单？\n一个赛道最能打动投资者的因素有很多，从消费者的刚需，到创新力带来的持续增长，以及一个增量市场。\n从第一批90后走到而立之年，到00后走入社会，他们都成为了消费的主力军。\n消费者的需求正在急剧改变，这些变量创造了新的机会，踩中时代节点就有可能爆发。\n这不仅仅是创业者在赌，投资人也在赌。\n回想起爆红的新消费品牌，它们的爆发点都恰好赶上一个新消费趋势的拐点。\n以喜茶为例，当人们已经厌倦了粉末勾兑的奶茶时代时，它以一个全新的面貌出现——主打现泡茶和新鲜牛奶的结合，同时在商场开出类似星巴克一样的门店，这可以说是重新定义了奶茶，并迅速替代了以往街边的奶茶小铺；\n完美日记诞生的时候，正好也迎上了小红书、微博、抖音、B站等新渠道带来的流量红利，从线上做起的完美日记，成为了美妆行业的新锐品牌；\n元气森林则踩中了零卡、低糖、无糖的风潮，以健康为出发点切入0糖领域；\n泡泡玛特则吃到了盲盒的时代红利，做起了IP+盲盒的生意，实现了年赚4亿的爆发式增长……\n这样的名单还在越来越长。不同的细分领域，还在涌现具有不同潜力的新消费品牌。\n喜茶门店，图源其官网\n\n更让投资人疯狂的是，这些新消费品牌的赚钱能力称得上优秀。\n泡泡玛特的招股书显示，其2017年营收为1.58亿元，2019年却达到16.83亿元，呈现了十几倍的增长速度。同时，2017年至2019年公司净利润分别为156.9万元、9952.1万元、4.5亿元，三年时间利润暴涨289倍。\n元气森林虽还未上市，但曾发布相关数据，2020年前5个月，其卖出1.9亿瓶饮料。单月销售额分别为7400万元、3900万元、1.2亿元、1.7亿元和2.6亿元，总计6.6亿元人民币。可以保守估计，今年上半年其营收接近或超过10亿元。\n可以说，它们碰上了一个好时代。\n年轻消费者更愿意为产品品质、创新设计买单。IDG资本合伙人闫怡勝也曾提到，如今消费主力军的认知力是上一代人的3倍，对品味追求很厉害，具有国际性的视野，即使年薪10万，他也能花30万。\n比如在奶茶领域，喜茶、奈雪通过不断研发新的产品品类，并进行配方调整，即使产品单价高出普通奶茶许多，依然有大批消费者愿意为其买单。\n高增长、新风口、能赚钱，这样的项目受到热捧并不意外，投资机构也愿意接受一定的溢价，但一些品牌的估值高于行业数倍，也引起了关注和质疑。\n3\n新消费品牌被高估了吗？\n随着一轮又一轮新消费品牌的融资狂欢，对于估值是不是过高的讨论也随之而来。\n在外界看来，新消费品牌的软实力雄厚，硬实力却不足。\n新消费品牌的成功，离不开迎合年轻人的品牌理念、精巧的设计甚至一系列的营销，但是在研发能力、产品的质量、供应链能力上，与行业其他玩家相比，不一定具有明显优势。\n以元气森林为例，元气森林的主要产品为燃茶和苏打气泡水，凭借“0糖，0脂，0卡”锁定自身健康饮品的定位；在设计上，品牌名采用了日语“気”，在产品文案上多采用日本元素。\n元气森林创始人唐彬曾说：“我们敢在收入20亿元的时候拿出18亿元去做广告投放。”\n实际上元气森林也是这么做的，从电梯楼、地铁站再到电视、手机，元气森林的广告营销可谓大手笔。\n广告打得响，产品的竞争壁垒却不高，可口可乐、哇哈哈、农夫山泉已经打起了自己的无糖、低糖产品，未来，元气森林必然要面对激烈的竞争。\n连线Insight曾在《元気森林估值或达140亿，它做对了什么？又有什么隐忧？》一文中，详细描写了元气森林面临的机遇和挑战。\n香颂资本执行董事沈萌在接受媒体采访时表示，在私募阶段，估值不受市场对比考验，元气森林估值可能严重泡沫化。\n元气森林气泡水，图源元气森林天猫旗舰店\n\n再来看泡泡玛特，根据泡泡玛特发布的年中报，截至2020年6月30日，共运营97个IP，其中12个自有IP、25个独家IP以及56个非独家IP。其中，最知名的Molly单个IP占总营收三分之一。\n泡泡玛特在招股书里写道：“公司并无法确保Molly的受欢迎程度能一直保持在其现有水平，如果Molly受损害或未能保持其目前对消费者的吸引力，则将面临没有替代品的困境。”\n据《中国经营报》报道，泡泡玛特IP合作并不稳定，外部设计师是公司IP的主要创作者且公司自身的研发能力弱，外部IP设计师的议价能力高，可以说泡泡玛特在上游研发并不具备主导权。\n同样的问题也出现在产业中下游，目前泡泡玛特主要采用的是代加工模式和经销商体系中，下游产品的制造和销售不可控，也导致产品掉漆等质量问题。这种情况下，泡泡玛特旗下经销商曾状告泡泡玛特违反合作协议，自行跨区售卖产品引发内战。\n同时，泡泡玛特还面临着激烈的竞争，这样的境况，引发了泡泡玛特值不值40亿美元的讨论。\n目前，对于新消费品牌的估值，主要有“泡沫论”和“互联网论”两种观点。\n“泡沫论”主要指过度的营销，根据深响相关报道，新消费品牌的估值主要采用市销率（市值除以销售额），投资机构通常会根据品牌上一年的收入乘以市销率倍数来得出品牌的估值，倍数越高，说明该品牌在一级市场拥有更高的溢价。\n以元气森林为例，2020年上半年8亿销售额，其市销率为7倍，远高于同行的2-3倍，其中在A股饮料行业中，香飘飘、青岛啤酒、承德露露市销率分别为3.21、3.99和4.13。\n以这种算法，不少人认为新消费品牌的估值存在泡沫，实际上其实力撑不起来高估值。\n“互联网论”则认为新的消费品牌，应该按照互联网公司的逻辑来看，其根本目的不在于财务报表上的营收和净利润，而在于链接更多的用户，通过“互联网+”的模式实现to C的触达。\n\n“互联网论”认为决定企业价值的在于用户的粘性、活跃度和变现能力。以国泰君安互联网估值框架为例，V=K*P*N^2/R^2，K是变现因子、P是溢价率系数、N是网络的用户数、R是网络节点之间的距离。从中可以看出以用户为中心拆解的各项维度，成为了互联网企业估值的底层逻辑。\n“互联网论”将用户当作最核心的因素，就这点来看，新消费品牌确实通过品牌运营，实现了用户的规模式增长，并提高了用户粘性和变现能力。\n以上不同维度的算法，本质上还是在讨论一个品牌的综合实力。\n消费新贵们刮起了阵阵旋风，但资本只是一个助推手，要在激烈的竞争中生存下来，玩家们还是要持续创新并筑起核心壁垒。","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}