Last96的个人主页 - 老虎社区

Last96

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2021-12-22

$SoFi Technologies Inc.(SOFI)$😐

2021-09-30

$SoFi Technologies Inc.(SOFI)$[Spurting]

2021-08-23

$SoFi Technologies Inc.(SOFI)$[Spurting]

2021-08-18

$SoFi Technologies Inc.(SOFI)$Hold

2021-08-16

$SoFi Technologies Inc.(SOFI)$[Spurting]

2021-07-28

🚀

抱歉，原内容已删除

2021-07-20

$SoFi Technologies Inc.(SOFI)$[Cry]

2021-07-15

$SoFi Technologies Inc.(SOFI)$[What]

2021-07-13

$SoFi Technologies Inc.(SOFI)$[What]

2021-07-11

$Tesla Motors(TSLA)$[What]

2021-07-08

$SoFi Technologies Inc.(SOFI)$[What]

2021-07-07

$SoFi Technologies Inc.(SOFI)$[What]

2021-07-06

$Tesla Motors(TSLA)$[What]

2021-07-05

$Tesla Motors(TSLA)$[What]

2021-07-01

$Tesla Motors(TSLA)$[What]

2021-06-30

$SoFi Technologies Inc.(SOFI)$[Smile]

2021-06-29

$Tesla Motors(TSLA)$ go back

2021-06-26

$Tesla Motors(TSLA)$[What]

2021-06-24

$Tesla Motors(TSLA)$[Cool]

2021-06-23

$SoFi Technologies Inc.(SOFI)$Why drop so much

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[Smile]&nbsp;","text":"Tesla [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101569152","repostId":"1115363330","repostType":4,"repost":{"id":"1115363330","kind":"news","pubTimestamp":1619791216,"share":"https://www.laohu8.com/m/news/1115363330?lang=zh_CN&edition=full","pubTime":"2021-04-30 22:00","market":"us","language":"en","title":"3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德(Cathie Wood)2021年最大输家中的3个仍然应该是巨大的长期赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115363330","media":"Motley Fool","summary":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly righ","content":"<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>The Motley Fool的联合创始人大卫·加德纳(David Gardner)经常说“赢家通吃”。他完全正确。然而，他会第一个告诉你赢家不会赢<i>全部</i>的时间。他们有起有落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>例证：凯西·伍德当然有资格成为赢家。她的ARK Invest交易所交易基金近年来一直是表现最好的ETF之一。不过，到目前为止，这些基金中的每只股票在2021年都取得了丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>今年迄今为止，ARK Invest首席执行官最喜欢的几个股票实际上都有所下降。不过，现在还不要把最近表现不佳的所有人都排除在外。这三家公司是伍德2021年最大的输家之一，从长远来看，它们仍然应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>Teladoc健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>Teladoc健康</b>（纽约证券交易所股票代码：TDOC）股价今年迄今已下跌超过15%，这给伍德的几只ETF带来了压力。Teladoc是该公司的第一大持股<b>方舟基因组革命ETF</b>，第二大位置<b>方舟创新ETF</b>，也是第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注Teladoc的负面影响。例如，该公司在第一季度更新中报告了巨额净亏损，并表示该季度美国付费会员从2020年第四季度的5180万下滑至5150万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而，这只是故事的一部分。Teladoc的总访问量和利用率持续攀升。巨额亏损很大程度上与该公司收购Livongo和InTouch Health有关，这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我的观点是Teladoc的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然非常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>Wood(NYSE：U)今年的表现尤其糟糕，该股已暴跌超过30%。这家游戏平台领导者在ARK下一代互联网ETF持股中排名第10位，在ARK Innovation ETF中排名第12位。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>Unity面临的主要挑战是其增长率放缓。2020年第四季度，该公司报告收入同比增长39%。然而，这低于其43%的全年收入增长率。更令人担忧的是，Unity提供了2021年全年收入指导范围，预计中值增长24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过，我认为投资者不应该担心。一方面，疫情推动了Unity在2020年的增长。在经历了如此特殊的一年之后，增长会有所放缓也就不足为奇了。该公司还预计，随着广告商适应<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity仍预计长期年收入将增长至少30%。伍德显然仍然是该股的粉丝——她的ARK Innovation ETF最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>（纳斯达克：VRTX）在2021年对Wood来说并不像Teladoc和Unity那样是一个大问题。然而，该生物科技股今年迄今已下跌超过10%。这是ARK Genomic Revolution ETF的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对Vertex 2月份报告的第四季度业绩并不满意。尽管该公司的收入略高于预期，但调整后的盈利低于分析师的预期。Vertex还提供了2021年增长放缓的指引。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而，Vertex的最新囊性纤维化治疗药物Trikafta/Kaftrio在欧洲仍有很大的市场机会。这种三联药物组合在获得批准后迅速在美国成为重磅炸弹。然而，其在欧洲的增长曲线将需要更多时间，因为Vertex必须与每个国家的医疗监管机构谈判报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计Vertex将在未来几年在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法CTX001在治疗两种罕见血液疾病（镰状细胞病和β地中海贫血）方面的前景非常有信心。它还有其他有前途的候选管道以及大量现金储备。与Teladoc和Unity一样，Vertex看起来像是一个长期赢家，尽管它最近失败了。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德(Cathie Wood)2021年最大输家中的3个仍然应该是巨大的长期赢家</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n3 of Cathie Wood's Biggest Losers of 2021 That Should Still Be Huge Long-Term Winners<blockquote>凯西·伍德(Cathie Wood)2021年最大输家中的3个仍然应该是巨大的长期赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-30 22:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't win<i>all</i>of the time. They have their ups and downs.</p><p><blockquote>The Motley Fool的联合创始人大卫·加德纳(David Gardner)经常说“赢家通吃”。他完全正确。然而，他会第一个告诉你赢家不会赢<i>全部</i>的时间。他们有起有落。</blockquote></p><p> Case in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.</p><p><blockquote>例证：凯西·伍德当然有资格成为赢家。她的ARK Invest交易所交易基金近年来一直是表现最好的ETF之一。不过，到目前为止，这些基金中的每只股票在2021年都取得了丰厚的回报。</blockquote></p><p> Several of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.</p><p><blockquote>今年迄今为止，ARK Invest首席执行官最喜欢的几个股票实际上都有所下降。不过，现在还不要把最近表现不佳的所有人都排除在外。这三家公司是伍德2021年最大的输家之一，从长远来看，它们仍然应该是巨大的赢家。</blockquote></p><p> Teladoc Health</p><p><blockquote>Teladoc健康</blockquote></p><p> <b>Teladoc Health</b>(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in the<b>ARK Genomic Revolution ETF</b>, the second-largest position in the<b>ARK Innovation ETF</b>, and the fifth-largest holding in the<b>ARK Next Generation Internet ETF</b>.</p><p><blockquote><b>Teladoc健康</b>（纽约证券交易所股票代码：TDOC）股价今年迄今已下跌超过15%，这给伍德的几只ETF带来了压力。Teladoc是该公司的第一大持股<b>方舟基因组革命ETF</b>，第二大位置<b>方舟创新ETF</b>，也是第五大持股<b>方舟下一代互联网ETF</b>.</blockquote></p><p> It appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.</p><p><blockquote>许多投资者似乎只关注Teladoc的负面影响。例如，该公司在第一季度更新中报告了巨额净亏损，并表示该季度美国付费会员从2020年第四季度的5180万下滑至5150万。</blockquote></p><p> However, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.</p><p><blockquote>然而，这只是故事的一部分。Teladoc的总访问量和利用率持续攀升。巨额亏损很大程度上与该公司收购Livongo和InTouch Health有关，这些交易已经帮助推动了其收入增长。</blockquote></p><p> My view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.</p><p><blockquote>我的观点是Teladoc的低迷将是暂时的。该公司在虚拟护理领域的长期机会仍然非常强劲。</blockquote></p><p> Unity Software</p><p><blockquote>Unity软件</blockquote></p><p> <b>Unity Software</b>(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.</p><p><blockquote><b>Unity软件</b>Wood(NYSE：U)今年的表现尤其糟糕，该股已暴跌超过30%。这家游戏平台领导者在ARK下一代互联网ETF持股中排名第10位，在ARK Innovation ETF中排名第12位。</blockquote></p><p> The main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.</p><p><blockquote>Unity面临的主要挑战是其增长率放缓。2020年第四季度，该公司报告收入同比增长39%。然而，这低于其43%的全年收入增长率。更令人担忧的是，Unity提供了2021年全年收入指导范围，预计中值增长24%。</blockquote></p><p> I don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust to<b>Apple</b>'s new IDFA user identification method.</p><p><blockquote>不过，我认为投资者不应该担心。一方面，疫情推动了Unity在2020年的增长。在经历了如此特殊的一年之后，增长会有所放缓也就不足为奇了。该公司还预计，随着广告商适应<b>苹果</b>的新IDFA用户识别方法。</blockquote></p><p> Unity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.</p><p><blockquote>Unity仍预计长期年收入将增长至少30%。伍德显然仍然是该股的粉丝——她的ARK Innovation ETF最近买入了更多股票。我认为她在这种情况下的乐观是正确的。</blockquote></p><p> Vertex Pharmaceuticals</p><p><blockquote>顶点制药</blockquote></p><p> <b>Vertex Pharmaceuticals</b>(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.</p><p><blockquote><b>顶点制药</b>（纳斯达克：VRTX）在2021年对Wood来说并不像Teladoc和Unity那样是一个大问题。然而，该生物科技股今年迄今已下跌超过10%。这是ARK Genomic Revolution ETF的第七大头寸。</blockquote></p><p> Wall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.</p><p><blockquote>华尔街分析师对Vertex 2月份报告的第四季度业绩并不满意。尽管该公司的收入略高于预期，但调整后的盈利低于分析师的预期。Vertex还提供了2021年增长放缓的指引。</blockquote></p><p> However, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.</p><p><blockquote>然而，Vertex的最新囊性纤维化治疗药物Trikafta/Kaftrio在欧洲仍有很大的市场机会。这种三联药物组合在获得批准后迅速在美国成为重磅炸弹。然而，其在欧洲的增长曲线将需要更多时间，因为Vertex必须与每个国家的医疗监管机构谈判报销协议。</blockquote></p><p> I fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.</p><p><blockquote>我完全预计Vertex将在未来几年在囊性纤维化市场之外取得巨大成功。这家大型生物技术公司似乎对其候选基因编辑疗法CTX001在治疗两种罕见血液疾病（镰状细胞病和β地中海贫血）方面的前景非常有信心。它还有其他有前途的候选管道以及大量现金储备。与Teladoc和Unity一样，Vertex看起来像是一个长期赢家，尽管它最近失败了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/04/30/3-of-cathie-woods-biggest-losers-of-2021-that-shou/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115363330","content_text":"David Gardner, a co-founder of The Motley Fool, often says that \"winners win.\" And he's exactly right. However, he would be the first to tell you that winners don't winallof the time. They have their ups and downs.\nCase in point: Cathie Wood certainly qualifies as a winner. Her ARK Invest exchange-traded funds have ranked among the best-performing ETFs in recent years. Not every stock in those funds has delivered a great return so far in 2021, though.\nSeveral of the ARK Invest CEO's favorites are actually down year to date. Don't count all of those recent underperformers out just yet, though. These three are among Wood's biggest losers of 2021, and all should still be huge winners over the long run.\nTeladoc Health\nTeladoc Health(NYSE:TDOC)shares have fallen more than 15% year to date, and that's weighing on several of Wood's ETFs. Teladoc is the top holding in theARK Genomic Revolution ETF, the second-largest position in theARK Innovation ETF, and the fifth-largest holding in theARK Next Generation Internet ETF.\nIt appears that many investors are focusing only on the negatives for Teladoc. For example,in its Q1 update, the company reported a huge net loss and said that U.S. paid membership in the quarter slipped to 51.5 million from 51.8 million in the fourth quarter of 2020.\nHowever, that's only part of the story. Teladoc's total visits and utilization rate continue to climb. And much of that big loss was related to the company's acquisitions of Livongo and InTouch Health, deals that are already helping drive its revenue growth.\nMy view is that Teladoc's downturn will be temporary. The long-term opportunities for the company in virtual care remain exceptionally strong.\nUnity Software\nUnity Software(NYSE:U)has been an especially poor performer for Wood this year -- the stock has plunged more than 30%. The gaming platform leader ranks No. 10 among the ARK Next Generation Internet ETF's holdings and No. 12 for the ARK Innovation ETF.\nThe main knock against Unity is its slowing growth rate. In the fourth quarter of 2020, the company reported a 39% year-over-year revenue increase. However, that was weaker than its full-year revenue growth rate of 43%. Even more concerning, Unity provided a full-year revenue guidance range for 2021 anticipating growth of 24% at the midpoint.\nI don't think investors should be worried, though. For one thing, the pandemic boosted Unity's growth in 2020. It's not surprising that growth would slow somewhat after such an exceptional year. The company also anticipates taking a one-time hit to revenue in 2021 as advertisers adjust toApple's new IDFA user identification method.\nUnity still expects to generate annual revenue growth of at least 30% over the long term. Wood clearly remains a fan of the stock -- her ARK Innovation ETFscooped up more sharesrecently. I think that her optimism in this case is spot on.\nVertex Pharmaceuticals\nVertex Pharmaceuticals(NASDAQ:VRTX)hasn't been quite as big of a problem for Wood in 2021 as Teladoc and Unity. However, thebiotech stockhas fallen more than 10% year to date. It's the seventh-largest position for the ARK Genomic Revolution ETF.\nWall Street analysts weren't happy with the Q4 results Vertex reported in February. Although the company narrowly beat revenue expectations, its adjusted earnings came in below analysts' estimates. Vertex also provided guidance for 2021 that anticipated slowing growth.\nHowever, Vertex still has a big market opportunity ahead for its newest cystic fibrosis treatment, Trikafta/Kaftrio, in Europe. The triple-drug combination quickly became a blockbuster in the U.S. after winning approval. However, its growth curve in Europe will take more time because Vertex has to negotiate reimbursement deals with the healthcare regulators in each individual country.\nI fully expect Vertex will achieve tremendous success outside of the cystic fibrosis market over the next few years. The big biotech seems really confident about the prospects for its candidate gene-editing therapy CTX001 in treating a pair of rare blood disorders: sickle cell disease and beta-thalassemia. It also has other promising pipeline candidates as well as a hefty cash stockpile. Vertex, like Teladoc and Unity, looks like a long-term winner despite its losing ways of late.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355614395,"gmtCreate":1617066656617,"gmtModify":1631884839531,"author":{"id":"3572954123260684","authorId":"3572954123260684","name":"Last96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572954123260684","authorIdStr":"3572954123260684"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IPOE\">$Social Capital Hedosophia Holdings Corp. V(IPOE)$</a> Gone","listText":"<a href=\"https://laohu8.com/S/IPOE\">$Social Capital Hedosophia Holdings Corp. V(IPOE)$</a> Gone","text":"$Social Capital Hedosophia Holdings Corp. 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