MasterZheng的个人主页 - 老虎社区

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2022-01-19

Banks follow prices, not the other way round

Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank

2022-01-18

‌$Affirm Holdings, Inc.(AFRM)$‌3月底40以下

2021-12-10

How much did Grab pay this guy. My TP is $4.

Tellimer starts Grab at 'buy' with TP of US$13

2021-12-10

$Peloton Interactive, Inc.(PTON)$i forgot to buy my pton puts[Cry]

2021-12-03

$PTON 20211203 44.0 PUT(PTON)$Shorting PTON weekly is like free money now

2021-12-03

$AFRM 20211210 120.0 PUT(AFRM)$Overvalued stocks starting to crumble

2021-12-03

It is the next tesla. 1 trllion here we go.

Why Investors Need to Stay Far Away From Rivian (for Now)

2021-12-02

$SoFi Technologies Inc.(SOFI)$once it gets bank charter it should be valued similar to bank stocks, PE of 10-15

2021-12-02

$AFRM 20211210 120.0 PUT(AFRM)$Speculative stocks falling

2021-12-01

$HOOD 20211231 25.0 PUT(HOOD)$The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.

2021-12-01

$RIVN 20211231 100.0 PUT(RIVN)$why is this a 100B company?

2021-12-01

$OPEN 20211217 16.0 PUT(OPEN)$Going the way of zillow

2021-11-30

$NVDA 20211203 320.0 CALL(NVDA)$Ride it to 400

2021-11-25

$F 20211126 20.0 CALL(F)$The true EV company

2021-11-25

$AAPL 20211126 160.0 CALL(AAPL)$AAPL never disappoints

2021-11-24

$FB 20211126 340.0 CALL(FB)$always believe in FAANG

2021-11-24

This might affect price today

抱歉，原内容已删除

2021-11-24

$OPEN 20211217 16.0 PUT(OPEN)$insider dumping stocks

2021-11-23

$GOOG 20211126 3000.0 CALL(GOOG)$no good

2021-11-23

$ZM 20211203 245.0 PUT(ZM)$continue shorting

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follow prices, not the other way round","listText":"Banks follow prices, not the other way round","text":"Banks follow prices, not the other way round","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697771151","repostId":"2204397053","repostType":2,"repost":{"id":"2204397053","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1642596240,"share":"https://www.laohu8.com/m/news/2204397053?lang=&edition=full","pubTime":"2022-01-19 20:44","market":"us","language":"en","title":"Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=2204397053","media":"Dow Jones","summary":"MW Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank\n\n\n \n\n\n$(END)$ Dow Jones ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  January 19, 2022 07:44 ET (12:44 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank</title>\n<style 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}\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\">\nAffirm Holdings stock price target cut to $70 from $170 at Deutsche Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-19 20:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  January 19, 2022 07:44 ET (12:44 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc.","BK4118":"综合性资本市场","BK4548":"巴美列捷福持仓","BK4566":"资本集团","BK4552":"Archegos爆仓风波概念","DB":"德意志银行","BK4535":"淡马锡持仓","BK4106":"数据处理与外包服务"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204397053","content_text":"MW Affirm Holdings stock price target cut to $70 from $170 at Deutsche Bank\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  January 19, 2022 07:44 ET (12:44 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697269907,"gmtCreate":1642491350334,"gmtModify":1642492487174,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>‌3月底40以下","listText":"‌<a href=\"https://laohu8.com/S/AFRM\">$Affirm Holdings, Inc.(AFRM)$</a>‌3月底40以下","text":"‌$Affirm Holdings, Inc.(AFRM)$‌3月底40以下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697269907","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605303393,"gmtCreate":1639107684235,"gmtModify":1639107756196,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"How much did Grab pay this guy. My TP is $4.","listText":"How much did Grab pay this guy. My TP is $4.","text":"How much did Grab pay this guy. My TP is $4.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605303393","repostId":"1101819426","repostType":4,"repost":{"id":"1101819426","pubTimestamp":1639107202,"share":"https://www.laohu8.com/m/news/1101819426?lang=&edition=full","pubTime":"2021-12-10 11:33","market":"us","language":"en","title":"Tellimer starts Grab at 'buy' with TP of US$13","url":"https://stock-news.laohu8.com/highlight/detail?id=1101819426","media":"theedgesingapore","summary":"Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$1","content":"<p>Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.</p>\n<p>In his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity research, says Grab provides unique exposure to the explosion of food delivery, ride-hailing, and mobile money.</p>\n<p>“Covid-19 has accelerated the growth of the digital economy in Asean, and Grab has been foremost among the Asean digital giants,” says Tiruchelvam.</p>\n<p>In his view, Grab’s “super app” status has not been fully valued by the market. Its adjusted net revenue as a percentage of GMV is 12%, while its take rate has risen threefold since 2018, better than Alibaba.</p>\n<p>“Grab has the potential to be re-rated as an all-encompassing super app like Alibaba. It is becoming a one-stop shop for ride-hailing, food delivery, payments and other services. The current valuation does not reflect its potential as a super-app,” says Tiruchelvam.</p>\n<p>Grab has three main segments — deliveries, mobility and financial services. Tiruchelvam expects the company’s delivery GMV to rise by a compound annual growth rate (CAGR) of 42% in FY20 to 24, assuming the ratio of GMV monetisation to be 15%.</p>\n<p>The mobility revenue is expected to rise by a CAGR of 32% in FY20 to FY24. Tellimer assumes the ratio of GMV monetisation to gradually increase from 18% in FY20 to 24% by FY24.</p>\n<p>Grab’s financial services total payment volume is expected to grow at a CAGR of 43%&nbsp;in FY20 to FY24.</p>\n<p>The tech company’s operating margins for FY20 were -298.3%. Tiruchelvam estimates Grab’s operating margins to improve and turn positive during the forecast period, expecting it to reach 30% by FY24.</p>\n<p>In his risk analysis, Tiruchelvam says Grab may face serious business risks as its business segments are still in the early stages of growth. The food delivery business, for instance, is still in its infancy. Major international players such as Meituan Dianping may enter the market and undercut Grab.</p>\n<p>The end of the pandemic may also weaken the demand for food delivery and therefore affect the company’s growth trajectory, he adds.</p>\n<p>“Despite the progress in vaccination, there have been renewed restrictions in some Asean countries including Singapore, Malaysia and Indonesia. This could adversely affect Grab’s business, financial condition, results of operations and prospects,” says Tiruchelvam.</p>\n<p>There is also the risk of a vastly disproportionate voting share of its founder Anthony Tan, says Tiruchelvam. “Its founder Anthony Tan Tan holds 3.7% of the shares in the company by virtue of his 183 million Class B Shares. This includes 28 million shares from co-founder Tan Hooi Ling and 18 million shares from Grab president Ming Ma – these shares are beneficially owned by Tan.</p>\n<p>“Each Class B share equals 45 votes, while each Class A share is equal to one vote. Accordingly, Tan controls more than 60% of the voting shares after the merger with Altimeter. This disproportionate voting share for the founder is familiar to many tech companies, including Facebook and Alphabet.”</p>\n<p>Besides Tiruchelvam, JP Morgan’s Ranjan Sharma has also initiated coverage on the stock with an \"overweight\" call and US$12.50 target price.JP Morgan is one of the banks that helped arrange Grab's listing.</p>\n<p>Grab closed 81 cents lower or 9.11% down at US$8.08 on Dec 9.</p>","source":"lsy1615976985023","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>Tellimer starts Grab at 'buy' with TP of US$13</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\">\nTellimer starts Grab at 'buy' with TP of US$13\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13><strong>theedgesingapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.\nIn his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101819426","content_text":"Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.\nIn his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity research, says Grab provides unique exposure to the explosion of food delivery, ride-hailing, and mobile money.\n“Covid-19 has accelerated the growth of the digital economy in Asean, and Grab has been foremost among the Asean digital giants,” says Tiruchelvam.\nIn his view, Grab’s “super app” status has not been fully valued by the market. Its adjusted net revenue as a percentage of GMV is 12%, while its take rate has risen threefold since 2018, better than Alibaba.\n“Grab has the potential to be re-rated as an all-encompassing super app like Alibaba. It is becoming a one-stop shop for ride-hailing, food delivery, payments and other services. The current valuation does not reflect its potential as a super-app,” says Tiruchelvam.\nGrab has three main segments — deliveries, mobility and financial services. Tiruchelvam expects the company’s delivery GMV to rise by a compound annual growth rate (CAGR) of 42% in FY20 to 24, assuming the ratio of GMV monetisation to be 15%.\nThe mobility revenue is expected to rise by a CAGR of 32% in FY20 to FY24. Tellimer assumes the ratio of GMV monetisation to gradually increase from 18% in FY20 to 24% by FY24.\nGrab’s financial services total payment volume is expected to grow at a CAGR of 43% in FY20 to FY24.\nThe tech company’s operating margins for FY20 were -298.3%. Tiruchelvam estimates Grab’s operating margins to improve and turn positive during the forecast period, expecting it to reach 30% by FY24.\nIn his risk analysis, Tiruchelvam says Grab may face serious business risks as its business segments are still in the early stages of growth. The food delivery business, for instance, is still in its infancy. Major international players such as Meituan Dianping may enter the market and undercut Grab.\nThe end of the pandemic may also weaken the demand for food delivery and therefore affect the company’s growth trajectory, he adds.\n“Despite the progress in vaccination, there have been renewed restrictions in some Asean countries including Singapore, Malaysia and Indonesia. This could adversely affect Grab’s business, financial condition, results of operations and prospects,” says Tiruchelvam.\nThere is also the risk of a vastly disproportionate voting share of its founder Anthony Tan, says Tiruchelvam. “Its founder Anthony Tan Tan holds 3.7% of the shares in the company by virtue of his 183 million Class B Shares. This includes 28 million shares from co-founder Tan Hooi Ling and 18 million shares from Grab president Ming Ma – these shares are beneficially owned by Tan.\n“Each Class B share equals 45 votes, while each Class A share is equal to one vote. Accordingly, Tan controls more than 60% of the voting shares after the merger with Altimeter. This disproportionate voting share for the founder is familiar to many tech companies, including Facebook and Alphabet.”\nBesides Tiruchelvam, JP Morgan’s Ranjan Sharma has also initiated coverage on the stock with an \"overweight\" call and US$12.50 target price.JP Morgan is one of the banks that helped arrange Grab's listing.\nGrab closed 81 cents lower or 9.11% down at US$8.08 on Dec 9.","news_type":1},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605300076,"gmtCreate":1639107319838,"gmtModify":1639107595991,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>i forgot to buy my pton puts[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a>i forgot to buy my pton puts[Cry]&nbsp;","text":"$Peloton Interactive, Inc.(PTON)$i forgot to buy my pton puts[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605300076","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601405494,"gmtCreate":1638544983279,"gmtModify":1638544983400,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PTON\">$PTON 20211203 44.0 PUT(PTON)$</a>Shorting PTON weekly is like free money now","listText":"<a href=\"https://laohu8.com/S/PTON\">$PTON 20211203 44.0 PUT(PTON)$</a>Shorting PTON weekly is like free money now","text":"$PTON 20211203 44.0 PUT(PTON)$Shorting PTON weekly is like free money now","images":[{"img":"https://static.tigerbbs.com/c14894903bd50318e0fb4ec0eaea4ccc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601405494","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601542061,"gmtCreate":1638544108881,"gmtModify":1638544153840,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$AFRM 20211210 120.0 PUT(AFRM)$</a>Overvalued stocks starting to crumble","listText":"<a href=\"https://laohu8.com/S/AFRM\">$AFRM 20211210 120.0 PUT(AFRM)$</a>Overvalued stocks starting to crumble","text":"$AFRM 20211210 120.0 PUT(AFRM)$Overvalued stocks starting to crumble","images":[{"img":"https://static.tigerbbs.com/36e3064f3d0eaae3b78e48b5dcd1e9f5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601542061","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":601696434,"gmtCreate":1638519107175,"gmtModify":1638519107253,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"It is the next tesla. 1 trllion here we go.&nbsp;","listText":"It is the next tesla. 1 trllion here we go.&nbsp;","text":"It is the next tesla. 1 trllion here we go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601696434","repostId":"1100339971","repostType":4,"repost":{"id":"1100339971","pubTimestamp":1638516924,"share":"https://www.laohu8.com/m/news/1100339971?lang=&edition=full","pubTime":"2021-12-03 15:35","market":"us","language":"en","title":"Why Investors Need to Stay Far Away From Rivian (for Now)","url":"https://stock-news.laohu8.com/highlight/detail?id=1100339971","media":"Motley Fool","summary":"Investors are loving this electric vehicle start-up. But the numbers (or lack thereof) don't add up.","content":"<p>One of the hottest companies in the investing universe right now is&nbsp;<b>Rivian</b>. The electric vehicle start-up just went public at a market cap north of $100 billion, which is astounding considering the fact it has never generated any sales. With the rise of&nbsp;<b>Tesla</b>, the market leader in&nbsp;electric vehicles, to a market cap north of $1 trillion recently, the excitement around this new industry has reached a fever pitch.</p>\n<p>While Rivian's prospectus is exciting, and the company is going after a huge market opportunity, the price one must pay for all this potential is simply too much to ask. Here are a few reasons why investors need to stay far away from Rivian stock right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af764bd447f10cf89d9c92eb80ad9d14\" tg-width=\"2000\" tg-height=\"1499\" width=\"100%\" height=\"auto\"><span>Image source: Rivian.</span></p>\n<p><b>The company is pre-revenue</b></p>\n<p>At a most basic level, Rivian is not a suitable company to invest in at a market cap of $106 billion because it has never generated any revenue, let alone profits or free cash flow. According to its S-1, which is the SEC filing companies are required to put out before going through an initial public offering (IPO), Rivian produced 12 vehicles in the third quarter, all of which were sold to employees.</p>\n<p>By the end of 2021, it expects to produce 1,200 R1Ts (an electric truck), and by the end of 2023, it expects to produce 55,400 total vehicles, which would clear out its current backlog of orders. If Rivian sells these vehicles at an average price of $67,500, the standard cost on its website for the R1T right now, it will generate around $3.7 billion in revenue from now until the end of 2023. With $1.7 billion in negative free cash flow in the first six months of this year, this hypothetical $3.7 billion in revenue would not even come close to covering Rivian's current expense base (which will likely grow as it starts manufacturing at scale). It will likely take three to five years, if not longer, for Rivian to start generating positive free cash flow for shareholders.</p>\n<p><b>Manufacturing cars is a tough business</b></p>\n<p>Rivian's current installed base is for 65,000 R1Ts and 85,000 RCVs (its commercial van), giving it the capacity to generate 150,000 cars a year. Assuming a ballpark average selling price of $67,500 for all these vehicles, that would be over $10 billion in annual revenue for Rivian once it reaches scale. One might assume at this revenue and manufacturing level Rivian would be profitable. But that is misguided thinking.</p>\n<p>If we look at Tesla, its closest competitor that is a pure-play electric vehicle manufacturer, it only got close to free cash flow breakeven in 2018 when it delivered 245,000 vehicles. Manufacturing cars is expensive, and investors in Rivian shouldn't expect profit margins to be very high, even once Rivian reaches any sort of maturity a decade from now. Rivian needs to start ramping up its vehicle deliveries, and fast, in order to get anywhere close to fulfilling a market cap of $106 billion.</p>\n<p><b>Every automaker is all-in on electric</b></p>\n<p>One reason Tesla was able to grow unabated for so long is that no other company was taking electric vehicles seriously. This is not the market environment we are currently in. The big car manufacturers along with Tesla and other pure-play electric vehicle start-ups are all investing tens of billions to compete over the next decade.</p>\n<p><b>Ford</b>&nbsp;has committed $11.4 billion to invest in battery and electric vehicle manufacturing in the U.S.&nbsp;<b>Toyota</b>&nbsp;has committed $13.5 billion to battery development and production alone. And this is just the tip of the iceberg. Over the next five years, competition for electric vehicles will be fierce. Starting at a standstill, Rivian has a tough hill to climb if it wants to gain significant market share in the electric vehicle market.</p>\n<p><b>Don't forget about the company</b></p>\n<p>Rivian's stock would likely be overvalued even if it got a 95% haircut, but the company can still go on your watch list if you are&nbsp;bullish on the electric vehicle industry. With $17 billion in cash on its balance sheet after the IPO, a 100,000 fleet order for electric delivery vans going to&nbsp;<b>Amazon</b>, and a sleek-looking truck, Rivian has a chance to grow quickly over the next five years. But paying for the stock at this valuation for the chance that happens when the company is pre-revenue is not a smart bet for investors to make.</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>Why Investors Need to Stay Far Away From Rivian (for Now)</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\">\nWhy Investors Need to Stay Far Away From Rivian (for Now)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 15:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/02/why-investors-need-to-stay-far-away-from-rivian/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the hottest companies in the investing universe right now is Rivian. The electric vehicle start-up just went public at a market cap north of $100 billion, which is astounding considering the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/02/why-investors-need-to-stay-far-away-from-rivian/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/02/why-investors-need-to-stay-far-away-from-rivian/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100339971","content_text":"One of the hottest companies in the investing universe right now is Rivian. The electric vehicle start-up just went public at a market cap north of $100 billion, which is astounding considering the fact it has never generated any sales. With the rise of Tesla, the market leader in electric vehicles, to a market cap north of $1 trillion recently, the excitement around this new industry has reached a fever pitch.\nWhile Rivian's prospectus is exciting, and the company is going after a huge market opportunity, the price one must pay for all this potential is simply too much to ask. Here are a few reasons why investors need to stay far away from Rivian stock right now.\nImage source: Rivian.\nThe company is pre-revenue\nAt a most basic level, Rivian is not a suitable company to invest in at a market cap of $106 billion because it has never generated any revenue, let alone profits or free cash flow. According to its S-1, which is the SEC filing companies are required to put out before going through an initial public offering (IPO), Rivian produced 12 vehicles in the third quarter, all of which were sold to employees.\nBy the end of 2021, it expects to produce 1,200 R1Ts (an electric truck), and by the end of 2023, it expects to produce 55,400 total vehicles, which would clear out its current backlog of orders. If Rivian sells these vehicles at an average price of $67,500, the standard cost on its website for the R1T right now, it will generate around $3.7 billion in revenue from now until the end of 2023. With $1.7 billion in negative free cash flow in the first six months of this year, this hypothetical $3.7 billion in revenue would not even come close to covering Rivian's current expense base (which will likely grow as it starts manufacturing at scale). It will likely take three to five years, if not longer, for Rivian to start generating positive free cash flow for shareholders.\nManufacturing cars is a tough business\nRivian's current installed base is for 65,000 R1Ts and 85,000 RCVs (its commercial van), giving it the capacity to generate 150,000 cars a year. Assuming a ballpark average selling price of $67,500 for all these vehicles, that would be over $10 billion in annual revenue for Rivian once it reaches scale. One might assume at this revenue and manufacturing level Rivian would be profitable. But that is misguided thinking.\nIf we look at Tesla, its closest competitor that is a pure-play electric vehicle manufacturer, it only got close to free cash flow breakeven in 2018 when it delivered 245,000 vehicles. Manufacturing cars is expensive, and investors in Rivian shouldn't expect profit margins to be very high, even once Rivian reaches any sort of maturity a decade from now. Rivian needs to start ramping up its vehicle deliveries, and fast, in order to get anywhere close to fulfilling a market cap of $106 billion.\nEvery automaker is all-in on electric\nOne reason Tesla was able to grow unabated for so long is that no other company was taking electric vehicles seriously. This is not the market environment we are currently in. The big car manufacturers along with Tesla and other pure-play electric vehicle start-ups are all investing tens of billions to compete over the next decade.\nFord has committed $11.4 billion to invest in battery and electric vehicle manufacturing in the U.S. Toyota has committed $13.5 billion to battery development and production alone. And this is just the tip of the iceberg. Over the next five years, competition for electric vehicles will be fierce. Starting at a standstill, Rivian has a tough hill to climb if it wants to gain significant market share in the electric vehicle market.\nDon't forget about the company\nRivian's stock would likely be overvalued even if it got a 95% haircut, but the company can still go on your watch list if you are bullish on the electric vehicle industry. With $17 billion in cash on its balance sheet after the IPO, a 100,000 fleet order for electric delivery vans going to Amazon, and a sleek-looking truck, Rivian has a chance to grow quickly over the next five years. But paying for the stock at this valuation for the chance that happens when the company is pre-revenue is not a smart bet for investors to make.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603272725,"gmtCreate":1638419841044,"gmtModify":1638419841290,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>once it gets bank charter it should be valued similar to bank stocks, PE of 10-15","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>once it gets bank charter it should be valued similar to bank stocks, PE of 10-15","text":"$SoFi Technologies Inc.(SOFI)$once it gets bank charter it should be valued similar to bank stocks, PE of 10-15","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603272725","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603695861,"gmtCreate":1638403799037,"gmtModify":1638403799207,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$AFRM 20211210 120.0 PUT(AFRM)$</a>Speculative stocks falling","listText":"<a href=\"https://laohu8.com/S/AFRM\">$AFRM 20211210 120.0 PUT(AFRM)$</a>Speculative stocks falling","text":"$AFRM 20211210 120.0 PUT(AFRM)$Speculative stocks falling","images":[{"img":"https://static.tigerbbs.com/dc52abfa1abf6e8b1def1bc50939db74","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603695861","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603115403,"gmtCreate":1638373134064,"gmtModify":1638373134273,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$HOOD 20211231 25.0 PUT(HOOD)$</a>The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.","listText":"<a href=\"https://laohu8.com/S/HOOD\">$HOOD 20211231 25.0 PUT(HOOD)$</a>The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.","text":"$HOOD 20211231 25.0 PUT(HOOD)$The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.","images":[{"img":"https://static.tigerbbs.com/ba7d6e9e7ad5474c7a7461784ee3fd46","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603115403","isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609597422,"gmtCreate":1638293503111,"gmtModify":1638293503111,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$RIVN 20211231 100.0 PUT(RIVN)$</a>why is this a 100B company?","listText":"<a href=\"https://laohu8.com/S/RIVN\">$RIVN 20211231 100.0 PUT(RIVN)$</a>why is this a 100B company?","text":"$RIVN 20211231 100.0 PUT(RIVN)$why is this a 100B company?","images":[{"img":"https://static.tigerbbs.com/4fe335ca5347e5df8f2b6e9ce003afac","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609597422","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609274091,"gmtCreate":1638289874526,"gmtModify":1638289874628,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$OPEN 20211217 16.0 PUT(OPEN)$</a>Going the way of zillow","listText":"<a href=\"https://laohu8.com/S/OPEN\">$OPEN 20211217 16.0 PUT(OPEN)$</a>Going the way of zillow","text":"$OPEN 20211217 16.0 PUT(OPEN)$Going the way of zillow","images":[{"img":"https://static.tigerbbs.com/062591bacffd455fb7ad2f299ba3eb39","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609274091","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609970644,"gmtCreate":1638235034548,"gmtModify":1638235034733,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVDA 20211203 320.0 CALL(NVDA)$</a>Ride it to 400","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVDA 20211203 320.0 CALL(NVDA)$</a>Ride it to 400","text":"$NVDA 20211203 320.0 CALL(NVDA)$Ride it to 400","images":[{"img":"https://static.tigerbbs.com/096c7d1e4ffc980a0e486e1a2c7cd2c0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609970644","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874209138,"gmtCreate":1637772945345,"gmtModify":1637772945345,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$F 20211126 20.0 CALL(F)$</a>The true EV company","listText":"<a href=\"https://laohu8.com/S/F\">$F 20211126 20.0 CALL(F)$</a>The true EV company","text":"$F 20211126 20.0 CALL(F)$The true EV company","images":[{"img":"https://static.tigerbbs.com/57d70d0318e729994de4da54681753fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874209138","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874673879,"gmtCreate":1637771427694,"gmtModify":1637771427694,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211126 160.0 CALL(AAPL)$</a>AAPL never disappoints","listText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211126 160.0 CALL(AAPL)$</a>AAPL never disappoints","text":"$AAPL 20211126 160.0 CALL(AAPL)$AAPL never disappoints","images":[{"img":"https://static.tigerbbs.com/02c7b3a3f1f2cc13cddb16e601d497db","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874673879","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874622233,"gmtCreate":1637768387761,"gmtModify":1637768387865,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$FB 20211126 340.0 CALL(FB)$</a>always believe in FAANG","listText":"<a href=\"https://laohu8.com/S/FB\">$FB 20211126 340.0 CALL(FB)$</a>always believe in FAANG","text":"$FB 20211126 340.0 CALL(FB)$always believe in FAANG","images":[{"img":"https://static.tigerbbs.com/551c2adfb48c804f1a1e302928283632","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874622233","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874167656,"gmtCreate":1637745529611,"gmtModify":1637745591804,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"This might affect price today","listText":"This might affect price today","text":"This might affect price today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874167656","repostId":"2185353788","repostType":2,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875786873,"gmtCreate":1637688684875,"gmtModify":1637688684875,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$OPEN 20211217 16.0 PUT(OPEN)$</a>insider dumping stocks","listText":"<a href=\"https://laohu8.com/S/OPEN\">$OPEN 20211217 16.0 PUT(OPEN)$</a>insider dumping stocks","text":"$OPEN 20211217 16.0 PUT(OPEN)$insider dumping stocks","images":[{"img":"https://static.tigerbbs.com/f9e1078e3b6fbbe87fbd21f11bb11161","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875786873","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875471445,"gmtCreate":1637681909879,"gmtModify":1637681909879,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$GOOG 20211126 3000.0 CALL(GOOG)$</a>no good","listText":"<a href=\"https://laohu8.com/S/GOOG\">$GOOG 20211126 3000.0 CALL(GOOG)$</a>no good","text":"$GOOG 20211126 3000.0 CALL(GOOG)$no good","images":[{"img":"https://static.tigerbbs.com/9f92519d9528eda6bea9e9648f8830c3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875471445","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875411629,"gmtCreate":1637678623775,"gmtModify":1637678640655,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$ZM 20211203 245.0 PUT(ZM)$</a>continue shorting","listText":"<a href=\"https://laohu8.com/S/ZM\">$ZM 20211203 245.0 PUT(ZM)$</a>continue shorting","text":"$ZM 20211203 245.0 PUT(ZM)$continue shorting","images":[{"img":"https://static.tigerbbs.com/20bde9a20e6ad3b6371ce6fa3451f3ce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875411629","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":117784797,"gmtCreate":1623160993919,"gmtModify":1631888727478,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIPS\">$Vipshop(VIPS)$</a>怎么一直跌","listText":"<a href=\"https://laohu8.com/S/VIPS\">$Vipshop(VIPS)$</a>怎么一直跌","text":"$Vipshop(VIPS)$怎么一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/117784797","isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605303393,"gmtCreate":1639107684235,"gmtModify":1639107756196,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"How much did Grab pay this guy. My TP is $4.","listText":"How much did Grab pay this guy. My TP is $4.","text":"How much did Grab pay this guy. My TP is $4.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605303393","repostId":"1101819426","repostType":4,"repost":{"id":"1101819426","pubTimestamp":1639107202,"share":"https://www.laohu8.com/m/news/1101819426?lang=&edition=full","pubTime":"2021-12-10 11:33","market":"us","language":"en","title":"Tellimer starts Grab at 'buy' with TP of US$13","url":"https://stock-news.laohu8.com/highlight/detail?id=1101819426","media":"theedgesingapore","summary":"Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$1","content":"<p>Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.</p>\n<p>In his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity research, says Grab provides unique exposure to the explosion of food delivery, ride-hailing, and mobile money.</p>\n<p>“Covid-19 has accelerated the growth of the digital economy in Asean, and Grab has been foremost among the Asean digital giants,” says Tiruchelvam.</p>\n<p>In his view, Grab’s “super app” status has not been fully valued by the market. Its adjusted net revenue as a percentage of GMV is 12%, while its take rate has risen threefold since 2018, better than Alibaba.</p>\n<p>“Grab has the potential to be re-rated as an all-encompassing super app like Alibaba. It is becoming a one-stop shop for ride-hailing, food delivery, payments and other services. The current valuation does not reflect its potential as a super-app,” says Tiruchelvam.</p>\n<p>Grab has three main segments — deliveries, mobility and financial services. Tiruchelvam expects the company’s delivery GMV to rise by a compound annual growth rate (CAGR) of 42% in FY20 to 24, assuming the ratio of GMV monetisation to be 15%.</p>\n<p>The mobility revenue is expected to rise by a CAGR of 32% in FY20 to FY24. Tellimer assumes the ratio of GMV monetisation to gradually increase from 18% in FY20 to 24% by FY24.</p>\n<p>Grab’s financial services total payment volume is expected to grow at a CAGR of 43%&nbsp;in FY20 to FY24.</p>\n<p>The tech company’s operating margins for FY20 were -298.3%. Tiruchelvam estimates Grab’s operating margins to improve and turn positive during the forecast period, expecting it to reach 30% by FY24.</p>\n<p>In his risk analysis, Tiruchelvam says Grab may face serious business risks as its business segments are still in the early stages of growth. The food delivery business, for instance, is still in its infancy. Major international players such as Meituan Dianping may enter the market and undercut Grab.</p>\n<p>The end of the pandemic may also weaken the demand for food delivery and therefore affect the company’s growth trajectory, he adds.</p>\n<p>“Despite the progress in vaccination, there have been renewed restrictions in some Asean countries including Singapore, Malaysia and Indonesia. This could adversely affect Grab’s business, financial condition, results of operations and prospects,” says Tiruchelvam.</p>\n<p>There is also the risk of a vastly disproportionate voting share of its founder Anthony Tan, says Tiruchelvam. “Its founder Anthony Tan Tan holds 3.7% of the shares in the company by virtue of his 183 million Class B Shares. This includes 28 million shares from co-founder Tan Hooi Ling and 18 million shares from Grab president Ming Ma – these shares are beneficially owned by Tan.</p>\n<p>“Each Class B share equals 45 votes, while each Class A share is equal to one vote. Accordingly, Tan controls more than 60% of the voting shares after the merger with Altimeter. This disproportionate voting share for the founder is familiar to many tech companies, including Facebook and Alphabet.”</p>\n<p>Besides Tiruchelvam, JP Morgan’s Ranjan Sharma has also initiated coverage on the stock with an \"overweight\" call and US$12.50 target price.JP Morgan is one of the banks that helped arrange Grab's listing.</p>\n<p>Grab closed 81 cents lower or 9.11% down at US$8.08 on Dec 9.</p>","source":"lsy1615976985023","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>Tellimer starts Grab at 'buy' with TP of US$13</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\">\nTellimer starts Grab at 'buy' with TP of US$13\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13><strong>theedgesingapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.\nIn his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/tellimer-starts-grab-buy-tp-us13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101819426","content_text":"Tellimer’s Nirgunan Tiruchelvam has initiated coverage on Grab Holdings with a “buy” call and a US$13 target price.\nIn his Dec 9 report, Tiruchelvam, who heads up Tellimer's consumer sector equity research, says Grab provides unique exposure to the explosion of food delivery, ride-hailing, and mobile money.\n“Covid-19 has accelerated the growth of the digital economy in Asean, and Grab has been foremost among the Asean digital giants,” says Tiruchelvam.\nIn his view, Grab’s “super app” status has not been fully valued by the market. Its adjusted net revenue as a percentage of GMV is 12%, while its take rate has risen threefold since 2018, better than Alibaba.\n“Grab has the potential to be re-rated as an all-encompassing super app like Alibaba. It is becoming a one-stop shop for ride-hailing, food delivery, payments and other services. The current valuation does not reflect its potential as a super-app,” says Tiruchelvam.\nGrab has three main segments — deliveries, mobility and financial services. Tiruchelvam expects the company’s delivery GMV to rise by a compound annual growth rate (CAGR) of 42% in FY20 to 24, assuming the ratio of GMV monetisation to be 15%.\nThe mobility revenue is expected to rise by a CAGR of 32% in FY20 to FY24. Tellimer assumes the ratio of GMV monetisation to gradually increase from 18% in FY20 to 24% by FY24.\nGrab’s financial services total payment volume is expected to grow at a CAGR of 43% in FY20 to FY24.\nThe tech company’s operating margins for FY20 were -298.3%. Tiruchelvam estimates Grab’s operating margins to improve and turn positive during the forecast period, expecting it to reach 30% by FY24.\nIn his risk analysis, Tiruchelvam says Grab may face serious business risks as its business segments are still in the early stages of growth. The food delivery business, for instance, is still in its infancy. Major international players such as Meituan Dianping may enter the market and undercut Grab.\nThe end of the pandemic may also weaken the demand for food delivery and therefore affect the company’s growth trajectory, he adds.\n“Despite the progress in vaccination, there have been renewed restrictions in some Asean countries including Singapore, Malaysia and Indonesia. This could adversely affect Grab’s business, financial condition, results of operations and prospects,” says Tiruchelvam.\nThere is also the risk of a vastly disproportionate voting share of its founder Anthony Tan, says Tiruchelvam. “Its founder Anthony Tan Tan holds 3.7% of the shares in the company by virtue of his 183 million Class B Shares. This includes 28 million shares from co-founder Tan Hooi Ling and 18 million shares from Grab president Ming Ma – these shares are beneficially owned by Tan.\n“Each Class B share equals 45 votes, while each Class A share is equal to one vote. Accordingly, Tan controls more than 60% of the voting shares after the merger with Altimeter. This disproportionate voting share for the founder is familiar to many tech companies, including Facebook and Alphabet.”\nBesides Tiruchelvam, JP Morgan’s Ranjan Sharma has also initiated coverage on the stock with an \"overweight\" call and US$12.50 target price.JP Morgan is one of the banks that helped arrange Grab's listing.\nGrab closed 81 cents lower or 9.11% down at US$8.08 on Dec 9.","news_type":1},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603115403,"gmtCreate":1638373134064,"gmtModify":1638373134273,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$HOOD 20211231 25.0 PUT(HOOD)$</a>The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.","listText":"<a href=\"https://laohu8.com/S/HOOD\">$HOOD 20211231 25.0 PUT(HOOD)$</a>The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.","text":"$HOOD 20211231 25.0 PUT(HOOD)$The way to make money with hood is to short. Decreasing revenue trend, unprofitable, and no moat.","images":[{"img":"https://static.tigerbbs.com/ba7d6e9e7ad5474c7a7461784ee3fd46","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603115403","isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609274091,"gmtCreate":1638289874526,"gmtModify":1638289874628,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$OPEN 20211217 16.0 PUT(OPEN)$</a>Going the way of zillow","listText":"<a href=\"https://laohu8.com/S/OPEN\">$OPEN 20211217 16.0 PUT(OPEN)$</a>Going the way of zillow","text":"$OPEN 20211217 16.0 PUT(OPEN)$Going the way of zillow","images":[{"img":"https://static.tigerbbs.com/062591bacffd455fb7ad2f299ba3eb39","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609274091","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":842030881,"gmtCreate":1636119727516,"gmtModify":1636119727650,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PTON\">$PTON 20211105 60.0 PUT(PTON)$</a>lucky hit","listText":"<a href=\"https://laohu8.com/S/PTON\">$PTON 20211105 60.0 PUT(PTON)$</a>lucky hit","text":"$PTON 20211105 60.0 PUT(PTON)$lucky hit","images":[{"img":"https://static.tigerbbs.com/15a6ac09cfbb11b41cfa9d4097ba3326","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842030881","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875411629,"gmtCreate":1637678623775,"gmtModify":1637678640655,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$ZM 20211203 245.0 PUT(ZM)$</a>continue shorting","listText":"<a href=\"https://laohu8.com/S/ZM\">$ZM 20211203 245.0 PUT(ZM)$</a>continue shorting","text":"$ZM 20211203 245.0 PUT(ZM)$continue shorting","images":[{"img":"https://static.tigerbbs.com/20bde9a20e6ad3b6371ce6fa3451f3ce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875411629","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":187225103,"gmtCreate":1623756210402,"gmtModify":1634028942498,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>过$12了","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>过$12了","text":"$ContextLogic Inc.(WISH)$过$12了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187225103","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603272725,"gmtCreate":1638419841044,"gmtModify":1638419841290,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>once it gets bank charter it should be valued similar to bank stocks, PE of 10-15","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>once it gets bank charter it should be valued similar to bank stocks, PE of 10-15","text":"$SoFi Technologies Inc.(SOFI)$once it gets bank charter it should be valued similar to bank stocks, PE of 10-15","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603272725","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609597422,"gmtCreate":1638293503111,"gmtModify":1638293503111,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$RIVN 20211231 100.0 PUT(RIVN)$</a>why is this a 100B company?","listText":"<a href=\"https://laohu8.com/S/RIVN\">$RIVN 20211231 100.0 PUT(RIVN)$</a>why is this a 100B company?","text":"$RIVN 20211231 100.0 PUT(RIVN)$why is this a 100B company?","images":[{"img":"https://static.tigerbbs.com/4fe335ca5347e5df8f2b6e9ce003afac","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609597422","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828282474,"gmtCreate":1633916777234,"gmtModify":1633916777234,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$ALB 220330 165.00 CALL(ALB.HK)$</a>patience","listText":"<a href=\"https://laohu8.com/S/09988\">$ALB 220330 165.00 CALL(ALB.HK)$</a>patience","text":"$ALB 220330 165.00 CALL(ALB.HK)$patience","images":[{"img":"https://static.tigerbbs.com/dd3b733ff3985937aadd59bb53411b4f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828282474","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609970644,"gmtCreate":1638235034548,"gmtModify":1638235034733,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVDA 20211203 320.0 CALL(NVDA)$</a>Ride it to 400","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVDA 20211203 320.0 CALL(NVDA)$</a>Ride it to 400","text":"$NVDA 20211203 320.0 CALL(NVDA)$Ride it to 400","images":[{"img":"https://static.tigerbbs.com/096c7d1e4ffc980a0e486e1a2c7cd2c0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609970644","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":875244056,"gmtCreate":1637662620644,"gmtModify":1637662620774,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Looks like going the way of paypal","listText":"Looks like going the way of paypal","text":"Looks like going the way of paypal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875244056","repostId":"1116539537","repostType":4,"repost":{"id":"1116539537","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637658012,"share":"https://www.laohu8.com/m/news/1116539537?lang=&edition=full","pubTime":"2021-11-23 17:00","market":"us","language":"en","title":"Zoom shares fell nearly 8% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1116539537","media":"Tiger Newspress","summary":"Zoom shares fell nearly 8% in premarket trading.Zoom Video Communications Inc's third-quarter revenu","content":"<p>Zoom&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;8%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/5aa290d34bdad161eb360bdb67b98b79\" tg-width=\"875\" tg-height=\"618\" referrerpolicy=\"no-referrer\">Zoom Video Communications Inc's&nbsp;third-quarter revenue growth rate slowed to 35% as demand for its video-conferencing tools eased from the pandemic-fueled heights last year.</p>\n<p>Investment bankers and analysts have warned that Zoom faces several hurdles in sustaining growth after its $14.7 billion bid to buy call center software firm Five9 Inc(FIVN.O)fell through.</p>\n<p>Still, Zoom reported an adjusted profit of $1.11 per share, beating Wall Street's estimates $1.09 per share, according to Refinitiv data.</p>\n<p>The company also forecast current-quarter revenue and earnings above expectations, and raised its full-year revenue estimate to around $4.08 billion from about $4.01 billion earlier.</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>Zoom shares fell nearly 8% in premarket trading</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\">\nZoom shares fell nearly 8% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-23 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Zoom&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;8%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/5aa290d34bdad161eb360bdb67b98b79\" tg-width=\"875\" tg-height=\"618\" referrerpolicy=\"no-referrer\">Zoom Video Communications Inc's&nbsp;third-quarter revenue growth rate slowed to 35% as demand for its video-conferencing tools eased from the pandemic-fueled heights last year.</p>\n<p>Investment bankers and analysts have warned that Zoom faces several hurdles in sustaining growth after its $14.7 billion bid to buy call center software firm Five9 Inc(FIVN.O)fell through.</p>\n<p>Still, Zoom reported an adjusted profit of $1.11 per share, beating Wall Street's estimates $1.09 per share, according to Refinitiv data.</p>\n<p>The company also forecast current-quarter revenue and earnings above expectations, and raised its full-year revenue estimate to around $4.08 billion from about $4.01 billion earlier.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116539537","content_text":"Zoom shares fell nearly 8% in premarket trading.Zoom Video Communications Inc's third-quarter revenue growth rate slowed to 35% as demand for its video-conferencing tools eased from the pandemic-fueled heights last year.\nInvestment bankers and analysts have warned that Zoom faces several hurdles in sustaining growth after its $14.7 billion bid to buy call center software firm Five9 Inc(FIVN.O)fell through.\nStill, Zoom reported an adjusted profit of $1.11 per share, beating Wall Street's estimates $1.09 per share, according to Refinitiv data.\nThe company also forecast current-quarter revenue and earnings above expectations, and raised its full-year revenue estimate to around $4.08 billion from about $4.01 billion earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601696434,"gmtCreate":1638519107175,"gmtModify":1638519107253,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"It is the next tesla. 1 trllion here we go.&nbsp;","listText":"It is the next tesla. 1 trllion here we go.&nbsp;","text":"It is the next tesla. 1 trllion here we go.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601696434","repostId":"1100339971","repostType":4,"repost":{"id":"1100339971","pubTimestamp":1638516924,"share":"https://www.laohu8.com/m/news/1100339971?lang=&edition=full","pubTime":"2021-12-03 15:35","market":"us","language":"en","title":"Why Investors Need to Stay Far Away From Rivian (for Now)","url":"https://stock-news.laohu8.com/highlight/detail?id=1100339971","media":"Motley Fool","summary":"Investors are loving this electric vehicle start-up. But the numbers (or lack thereof) don't add up.","content":"<p>One of the hottest companies in the investing universe right now is&nbsp;<b>Rivian</b>. The electric vehicle start-up just went public at a market cap north of $100 billion, which is astounding considering the fact it has never generated any sales. With the rise of&nbsp;<b>Tesla</b>, the market leader in&nbsp;electric vehicles, to a market cap north of $1 trillion recently, the excitement around this new industry has reached a fever pitch.</p>\n<p>While Rivian's prospectus is exciting, and the company is going after a huge market opportunity, the price one must pay for all this potential is simply too much to ask. Here are a few reasons why investors need to stay far away from Rivian stock right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af764bd447f10cf89d9c92eb80ad9d14\" tg-width=\"2000\" tg-height=\"1499\" width=\"100%\" height=\"auto\"><span>Image source: Rivian.</span></p>\n<p><b>The company is pre-revenue</b></p>\n<p>At a most basic level, Rivian is not a suitable company to invest in at a market cap of $106 billion because it has never generated any revenue, let alone profits or free cash flow. According to its S-1, which is the SEC filing companies are required to put out before going through an initial public offering (IPO), Rivian produced 12 vehicles in the third quarter, all of which were sold to employees.</p>\n<p>By the end of 2021, it expects to produce 1,200 R1Ts (an electric truck), and by the end of 2023, it expects to produce 55,400 total vehicles, which would clear out its current backlog of orders. If Rivian sells these vehicles at an average price of $67,500, the standard cost on its website for the R1T right now, it will generate around $3.7 billion in revenue from now until the end of 2023. With $1.7 billion in negative free cash flow in the first six months of this year, this hypothetical $3.7 billion in revenue would not even come close to covering Rivian's current expense base (which will likely grow as it starts manufacturing at scale). It will likely take three to five years, if not longer, for Rivian to start generating positive free cash flow for shareholders.</p>\n<p><b>Manufacturing cars is a tough business</b></p>\n<p>Rivian's current installed base is for 65,000 R1Ts and 85,000 RCVs (its commercial van), giving it the capacity to generate 150,000 cars a year. Assuming a ballpark average selling price of $67,500 for all these vehicles, that would be over $10 billion in annual revenue for Rivian once it reaches scale. One might assume at this revenue and manufacturing level Rivian would be profitable. But that is misguided thinking.</p>\n<p>If we look at Tesla, its closest competitor that is a pure-play electric vehicle manufacturer, it only got close to free cash flow breakeven in 2018 when it delivered 245,000 vehicles. Manufacturing cars is expensive, and investors in Rivian shouldn't expect profit margins to be very high, even once Rivian reaches any sort of maturity a decade from now. Rivian needs to start ramping up its vehicle deliveries, and fast, in order to get anywhere close to fulfilling a market cap of $106 billion.</p>\n<p><b>Every automaker is all-in on electric</b></p>\n<p>One reason Tesla was able to grow unabated for so long is that no other company was taking electric vehicles seriously. This is not the market environment we are currently in. The big car manufacturers along with Tesla and other pure-play electric vehicle start-ups are all investing tens of billions to compete over the next decade.</p>\n<p><b>Ford</b>&nbsp;has committed $11.4 billion to invest in battery and electric vehicle manufacturing in the U.S.&nbsp;<b>Toyota</b>&nbsp;has committed $13.5 billion to battery development and production alone. And this is just the tip of the iceberg. Over the next five years, competition for electric vehicles will be fierce. Starting at a standstill, Rivian has a tough hill to climb if it wants to gain significant market share in the electric vehicle market.</p>\n<p><b>Don't forget about the company</b></p>\n<p>Rivian's stock would likely be overvalued even if it got a 95% haircut, but the company can still go on your watch list if you are&nbsp;bullish on the electric vehicle industry. With $17 billion in cash on its balance sheet after the IPO, a 100,000 fleet order for electric delivery vans going to&nbsp;<b>Amazon</b>, and a sleek-looking truck, Rivian has a chance to grow quickly over the next five years. But paying for the stock at this valuation for the chance that happens when the company is pre-revenue is not a smart bet for investors to make.</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>Why Investors Need to Stay Far Away From Rivian (for Now)</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\">\nWhy Investors Need to Stay Far Away From Rivian (for Now)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 15:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/02/why-investors-need-to-stay-far-away-from-rivian/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the hottest companies in the investing universe right now is Rivian. The electric vehicle start-up just went public at a market cap north of $100 billion, which is astounding considering the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/02/why-investors-need-to-stay-far-away-from-rivian/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/02/why-investors-need-to-stay-far-away-from-rivian/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100339971","content_text":"One of the hottest companies in the investing universe right now is Rivian. The electric vehicle start-up just went public at a market cap north of $100 billion, which is astounding considering the fact it has never generated any sales. With the rise of Tesla, the market leader in electric vehicles, to a market cap north of $1 trillion recently, the excitement around this new industry has reached a fever pitch.\nWhile Rivian's prospectus is exciting, and the company is going after a huge market opportunity, the price one must pay for all this potential is simply too much to ask. Here are a few reasons why investors need to stay far away from Rivian stock right now.\nImage source: Rivian.\nThe company is pre-revenue\nAt a most basic level, Rivian is not a suitable company to invest in at a market cap of $106 billion because it has never generated any revenue, let alone profits or free cash flow. According to its S-1, which is the SEC filing companies are required to put out before going through an initial public offering (IPO), Rivian produced 12 vehicles in the third quarter, all of which were sold to employees.\nBy the end of 2021, it expects to produce 1,200 R1Ts (an electric truck), and by the end of 2023, it expects to produce 55,400 total vehicles, which would clear out its current backlog of orders. If Rivian sells these vehicles at an average price of $67,500, the standard cost on its website for the R1T right now, it will generate around $3.7 billion in revenue from now until the end of 2023. With $1.7 billion in negative free cash flow in the first six months of this year, this hypothetical $3.7 billion in revenue would not even come close to covering Rivian's current expense base (which will likely grow as it starts manufacturing at scale). It will likely take three to five years, if not longer, for Rivian to start generating positive free cash flow for shareholders.\nManufacturing cars is a tough business\nRivian's current installed base is for 65,000 R1Ts and 85,000 RCVs (its commercial van), giving it the capacity to generate 150,000 cars a year. Assuming a ballpark average selling price of $67,500 for all these vehicles, that would be over $10 billion in annual revenue for Rivian once it reaches scale. One might assume at this revenue and manufacturing level Rivian would be profitable. But that is misguided thinking.\nIf we look at Tesla, its closest competitor that is a pure-play electric vehicle manufacturer, it only got close to free cash flow breakeven in 2018 when it delivered 245,000 vehicles. Manufacturing cars is expensive, and investors in Rivian shouldn't expect profit margins to be very high, even once Rivian reaches any sort of maturity a decade from now. Rivian needs to start ramping up its vehicle deliveries, and fast, in order to get anywhere close to fulfilling a market cap of $106 billion.\nEvery automaker is all-in on electric\nOne reason Tesla was able to grow unabated for so long is that no other company was taking electric vehicles seriously. This is not the market environment we are currently in. The big car manufacturers along with Tesla and other pure-play electric vehicle start-ups are all investing tens of billions to compete over the next decade.\nFord has committed $11.4 billion to invest in battery and electric vehicle manufacturing in the U.S. Toyota has committed $13.5 billion to battery development and production alone. And this is just the tip of the iceberg. Over the next five years, competition for electric vehicles will be fierce. Starting at a standstill, Rivian has a tough hill to climb if it wants to gain significant market share in the electric vehicle market.\nDon't forget about the company\nRivian's stock would likely be overvalued even if it got a 95% haircut, but the company can still go on your watch list if you are bullish on the electric vehicle industry. With $17 billion in cash on its balance sheet after the IPO, a 100,000 fleet order for electric delivery vans going to Amazon, and a sleek-looking truck, Rivian has a chance to grow quickly over the next five years. But paying for the stock at this valuation for the chance that happens when the company is pre-revenue is not a smart bet for investors to make.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874673879,"gmtCreate":1637771427694,"gmtModify":1637771427694,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211126 160.0 CALL(AAPL)$</a>AAPL never disappoints","listText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211126 160.0 CALL(AAPL)$</a>AAPL never disappoints","text":"$AAPL 20211126 160.0 CALL(AAPL)$AAPL never disappoints","images":[{"img":"https://static.tigerbbs.com/02c7b3a3f1f2cc13cddb16e601d497db","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874673879","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874622233,"gmtCreate":1637768387761,"gmtModify":1637768387865,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$FB 20211126 340.0 CALL(FB)$</a>always believe in FAANG","listText":"<a href=\"https://laohu8.com/S/FB\">$FB 20211126 340.0 CALL(FB)$</a>always believe in FAANG","text":"$FB 20211126 340.0 CALL(FB)$always believe in FAANG","images":[{"img":"https://static.tigerbbs.com/551c2adfb48c804f1a1e302928283632","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874622233","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876020031,"gmtCreate":1637245893454,"gmtModify":1637245894203,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVDA 20211119 320.0 CALL(NVDA)$</a>believe in nvda","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVDA 20211119 320.0 CALL(NVDA)$</a>believe in nvda","text":"$NVDA 20211119 320.0 CALL(NVDA)$believe in nvda","images":[{"img":"https://static.tigerbbs.com/5499e7324adbcb8a3d45496411910467","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876020031","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841027705,"gmtCreate":1635864364862,"gmtModify":1635864364862,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> 开始都跑了","listText":"<a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> 开始都跑了","text":"$Lucid Group Inc(LCID)$ 开始都跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841027705","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880789530,"gmtCreate":1631082177020,"gmtModify":1631888547745,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00708\">$EVERG VEHICLE(00708)$</a>会反弹吗","listText":"<a href=\"https://laohu8.com/S/00708\">$EVERG VEHICLE(00708)$</a>会反弹吗","text":"$EVERG VEHICLE(00708)$会反弹吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880789530","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160080288,"gmtCreate":1623766469944,"gmtModify":1631889201566,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ROOT\">$Root, Inc.(ROOT)$</a>快点跑了","listText":"<a href=\"https://laohu8.com/S/ROOT\">$Root, Inc.(ROOT)$</a>快点跑了","text":"$Root, Inc.(ROOT)$快点跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160080288","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601542061,"gmtCreate":1638544108881,"gmtModify":1638544153840,"author":{"id":"3573388909005978","authorId":"3573388909005978","name":"MasterZheng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AFRM\">$AFRM 20211210 120.0 PUT(AFRM)$</a>Overvalued stocks starting to crumble","listText":"<a href=\"https://laohu8.com/S/AFRM\">$AFRM 20211210 120.0 PUT(AFRM)$</a>Overvalued stocks starting to crumble","text":"$AFRM 20211210 120.0 PUT(AFRM)$Overvalued stocks starting to crumble","images":[{"img":"https://static.tigerbbs.com/36e3064f3d0eaae3b78e48b5dcd1e9f5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601542061","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}