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2021-12-25
All in spacs!
What are MKM Partners 'Black Swan' Internet predictions for 2022?
knn
2021-11-12
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Gas-Hub Plan Turns Urgent for Tanzania as Climate Concerns Rise
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in spacs!","listText":"All in spacs!","text":"All in spacs!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698245419","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are MKM Partners 'Black Swan' Internet predictions for 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\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8 <a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","SNAP":"Snap Inc","AAPL":"苹果","GOOG":"谷歌","PINS":"Pinterest, Inc.","DASH":"DoorDash, Inc.","PTON":"Peloton Interactive, Inc."},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879874508,"gmtCreate":1636710404150,"gmtModify":1636710418831,"author":{"id":"3569839276167842","authorId":"3569839276167842","authorIdStr":"3569839276167842","name":"knn","avatar":"https://static.tigerbbs.com/f65a45bca8e472abcabb8f3a9ee2e9b0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569839276167842"},"themes":[],"htmlText":"Comment ","listText":"Comment ","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879874508","repostId":"1121294228","repostType":4,"repost":{"id":"1121294228","pubTimestamp":1636710124,"share":"https://www.laohu8.com/m/news/1121294228?lang=&edition=full","pubTime":"2021-11-12 17:42","market":"us","language":"en","title":"Gas-Hub Plan Turns Urgent for Tanzania as Climate Concerns Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1121294228","media":"Bloomberg","summary":"Tanzania is targeting to sign agreements with companies led by Equinor ASA and Royal Dutch Shell Plc","content":"<p>Tanzania is targeting to sign agreements with companies led by Equinor ASA and Royal Dutch Shell Plc within six months, a move that will help revive a $30 billion natural gas project that’s been languishing for five years.</p>\n<p>The so-called Host Government Agreement will outline commercial, legal and technical aspects of the LNG project. Tanzania expects the final investment decision to happen earlier, January Makamba, the nation’s new energy minister said in an interview on Tuesday after discussions with senior executives from Equinor and Shell.</p>\n<p>Tanzania, which has an estimated 60 trillion cubic feet of natural gas reserves, needs to accelerate development of the energy as pressure builds to transition to cleaner energy. While natural gas is less polluting than other fossil fuels, some environmentalists want to end its use because the industry is responsible for methane that has far more planet-warming power than carbon dioxide. For Africa, gas is vital for energy security.</p>\n<p>“We believe that gas is transition energy and our gas has a very particular characteristic, which is a very low amount of CO2, which makes it even more attractive,” Makamba, 47, said. “It’s precisely the ongoing discourse that makes our project more competitive now.”</p>\n<p>Tanzania is looking to develop its energy resources as an anchor for President Samia Suluhu Hassan’s agenda to transform the $62 billion economy and raise the nation’s profile as a major gas exporter. Hassan, who came to power in March after the death of her predecessor John Magufuli, has been on a charm offensive to lure back investors who were vexed by past policies that they claimed changed goal posts in the energy and mining industries.</p>\n<p>“We want to get the excitement back,” Makamba said. For now his biggest priority is the gas project.</p>\n<p>Together with neighboring Mozambique, where Total Energies SE is among companies looking to develop gas projects worth over $50 billion, the two countries have enough gas to meet global demand for about a decade.</p>\n<p>Other partners in the proposed two-train onshore LNG terminal in southern Tanzania are Exxon Mobil Corp., Ophir Energy Ltd. and Pavilion Energy Pte Ltd.</p>\n<p>Tanzania plans to appoint a transaction adviser this month to help build the government’s negotiating capacity and has hired a consultant to review proposed production sharing agreements, according to Makamba.</p>\n<p>There’s a new “sense of urgency because of the dynamic nature of the global energy industry at the moment,” Makamba said. “The message is clear from the president and the entire political leadership know that this is important, this has to happen fast.”</p>\n<p>While the United Nations-convened Net-Zero Asset Owner Alliance, which is part of the wider finance industry’s $130 trillion climate agreement, plans to reject gas as a green asset, the energy is crucial for Africa.</p>\n<p>The world needs to “be fair to Africa” because the continent needs to industrialize and create jobs which requires a stable energy supply, African Development Bank President Akinwumi Adesina said in an interview.</p>\n<p>Even if Africa tripled its natural gas output, it would add under 1% to its less-than 3% contribution to global greenhouse gas emissions, Adesina said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gas-Hub Plan Turns Urgent for Tanzania as Climate Concerns Rise</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; 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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\">\nGas-Hub Plan Turns Urgent for Tanzania as Climate Concerns Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 17:42 GMT+8 <a href=https://finance.yahoo.com/news/gas-hub-plan-turns-urgent-081412858.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tanzania is targeting to sign agreements with companies led by Equinor ASA and Royal Dutch Shell Plc within six months, a move that will help revive a $30 billion natural gas project that’s been ...</p>\n\n<a href=\"https://finance.yahoo.com/news/gas-hub-plan-turns-urgent-081412858.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚"},"source_url":"https://finance.yahoo.com/news/gas-hub-plan-turns-urgent-081412858.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121294228","content_text":"Tanzania is targeting to sign agreements with companies led by Equinor ASA and Royal Dutch Shell Plc within six months, a move that will help revive a $30 billion natural gas project that’s been languishing for five years.\nThe so-called Host Government Agreement will outline commercial, legal and technical aspects of the LNG project. Tanzania expects the final investment decision to happen earlier, January Makamba, the nation’s new energy minister said in an interview on Tuesday after discussions with senior executives from Equinor and Shell.\nTanzania, which has an estimated 60 trillion cubic feet of natural gas reserves, needs to accelerate development of the energy as pressure builds to transition to cleaner energy. While natural gas is less polluting than other fossil fuels, some environmentalists want to end its use because the industry is responsible for methane that has far more planet-warming power than carbon dioxide. For Africa, gas is vital for energy security.\n“We believe that gas is transition energy and our gas has a very particular characteristic, which is a very low amount of CO2, which makes it even more attractive,” Makamba, 47, said. “It’s precisely the ongoing discourse that makes our project more competitive now.”\nTanzania is looking to develop its energy resources as an anchor for President Samia Suluhu Hassan’s agenda to transform the $62 billion economy and raise the nation’s profile as a major gas exporter. Hassan, who came to power in March after the death of her predecessor John Magufuli, has been on a charm offensive to lure back investors who were vexed by past policies that they claimed changed goal posts in the energy and mining industries.\n“We want to get the excitement back,” Makamba said. For now his biggest priority is the gas project.\nTogether with neighboring Mozambique, where Total Energies SE is among companies looking to develop gas projects worth over $50 billion, the two countries have enough gas to meet global demand for about a decade.\nOther partners in the proposed two-train onshore LNG terminal in southern Tanzania are Exxon Mobil Corp., Ophir Energy Ltd. and Pavilion Energy Pte Ltd.\nTanzania plans to appoint a transaction adviser this month to help build the government’s negotiating capacity and has hired a consultant to review proposed production sharing agreements, according to Makamba.\nThere’s a new “sense of urgency because of the dynamic nature of the global energy industry at the moment,” Makamba said. “The message is clear from the president and the entire political leadership know that this is important, this has to happen fast.”\nWhile the United Nations-convened Net-Zero Asset Owner Alliance, which is part of the wider finance industry’s $130 trillion climate agreement, plans to reject gas as a green asset, the energy is crucial for Africa.\nThe world needs to “be fair to Africa” because the continent needs to industrialize and create jobs which requires a stable energy supply, African Development Bank President Akinwumi Adesina said in an interview.\nEven if Africa tripled its natural gas output, it would add under 1% to its less-than 3% contribution to global greenhouse gas emissions, Adesina said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":879874508,"gmtCreate":1636710404150,"gmtModify":1636710418831,"author":{"id":"3569839276167842","authorId":"3569839276167842","authorIdStr":"3569839276167842","name":"knn","avatar":"https://static.tigerbbs.com/f65a45bca8e472abcabb8f3a9ee2e9b0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569839276167842"},"themes":[],"htmlText":"Comment ","listText":"Comment ","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879874508","repostId":"1121294228","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698245419,"gmtCreate":1640423563088,"gmtModify":1640423563317,"author":{"id":"3569839276167842","authorId":"3569839276167842","authorIdStr":"3569839276167842","name":"knn","avatar":"https://static.tigerbbs.com/f65a45bca8e472abcabb8f3a9ee2e9b0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569839276167842"},"themes":[],"htmlText":"All in spacs!","listText":"All in spacs!","text":"All in spacs!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698245419","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are MKM Partners 'Black Swan' Internet predictions for 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\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8 <a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","SNAP":"Snap Inc","AAPL":"苹果","GOOG":"谷歌","PINS":"Pinterest, Inc.","DASH":"DoorDash, Inc.","PTON":"Peloton Interactive, Inc."},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
