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2021-08-13

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2021-08-13

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2021-08-09

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2021-08-09

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2021-08-06

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20 cloud stocks expected to increase sales the most over the next two years

2021-08-06

$Lemonade, Inc.(LMND)$:((

2021-08-06

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2021-08-02

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Big Apple Takes Bite Out of Food Delivery

2021-08-02

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2021-07-30

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2021-07-30

$Razer(01337)$:(((

2021-07-30

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2021-07-30

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2021-07-30

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2021-07-27

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2021-07-27

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$:((((

2021-07-27

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2021-07-26

$ARK Innovation ETF(ARKK)$Fighting

2021-07-26

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2021-07-22

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Delta Variant Can Still Clip U.S. Economy’s Wings

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and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897006302","repostId":"1121308321","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897003414,"gmtCreate":1628861661738,"gmtModify":1631890090575,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"buyyyy","listText":"buyyyy","text":"buyyyy","images":[{"img":"https://static.tigerbbs.com/eaea5aab4d5f95300b352edd63564b84","width":"1125","height":"2697"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897003414","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898521685,"gmtCreate":1628512512147,"gmtModify":1631890090578,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898521685","repostId":"2158445463","repostType":4,"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898521904,"gmtCreate":1628512480708,"gmtModify":1631890090582,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Buyyy","listText":"Buyyy","text":"Buyyy","images":[{"img":"https://static.tigerbbs.com/d93bb906db00ae118f6d3db8b557db1f","width":"1125","height":"2793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898521904","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893825492,"gmtCreate":1628256359916,"gmtModify":1631890090585,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/893825492","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADYEY":"Adyen N.V.","KC":"金山云","PINS":"Pinterest, Inc.","COIN":"Coinbase Global, Inc.","ROKU":"Roku Inc","SQ":"Block","CRWD":"CrowdStrike Holdings, Inc.","SKLZ":"Skillz Inc","SE":"Sea Ltd","LC":"LendingClub","DKNG":"DraftKings Inc.","ZG":"Zillow Class A","OKTA":"Okta Inc.","PDD":"拼多多","TDOC":"Teladoc Health Inc.","MELI":"MercadoLibre","SNAP":"Snap Inc","SHOP":"Shopify Inc","VCYT":"Veracyte Inc","TSLA":"特斯拉","Z":"Zillow"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893825160,"gmtCreate":1628256318050,"gmtModify":1631884033707,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>:((","listText":"<a href=\"https://laohu8.com/S/LMND\">$Lemonade, Inc.(LMND)$</a>:((","text":"$Lemonade, Inc.(LMND)$:((","images":[{"img":"https://static.tigerbbs.com/bbc1828ec2dbf2a669e9e72fcf637122","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893825160","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893822239,"gmtCreate":1628256285221,"gmtModify":1631890090587,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Buyyyy","listText":"Buyyyy","text":"Buyyyy","images":[{"img":"https://static.tigerbbs.com/5ca7bd51852e0b545fe84c89771fbe14","width":"1125","height":"2793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893822239","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804002751,"gmtCreate":1627911017773,"gmtModify":1631890090591,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/804002751","repostId":"1190890686","repostType":4,"repost":{"id":"1190890686","kind":"news","pubTimestamp":1627910755,"share":"https://www.laohu8.com/m/news/1190890686?lang=&edition=full","pubTime":"2021-08-02 21:25","market":"us","language":"en","title":"Big Apple Takes Bite Out of Food Delivery","url":"https://stock-news.laohu8.com/highlight/detail?id=1190890686","media":"The Wall Street Journal","summary":"New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.The New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.The conflict heated up last week. On Thursday, the council ","content":"<blockquote>\n New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n</blockquote>\n<p>The New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.</p>\n<p>The conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.</p>\n<p>But they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.</p>\n<p><img src=\"https://static.tigerbbs.com/b0376f43b736ee504664bb031aae5fdd\" tg-width=\"742\" tg-height=\"510\" width=\"100%\" height=\"auto\">Long-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.</p>\n<p>At the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.</p>\n<p>Food delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.</p>\n<p>There are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.</p>\n<p><img src=\"https://static.tigerbbs.com/10e85c5617a7edb8cfa051b68e6b7240\" tg-width=\"727\" tg-height=\"508\" width=\"100%\" height=\"auto\">That would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.</p>\n<p>While a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.</p>\n<p>New York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.</p>\n<p>New York looms large for food delivery. If you can’t make it there, can you make it anywhere?</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>Big Apple Takes Bite Out of Food Delivery</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\">\nBig Apple Takes Bite Out of Food Delivery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n\nThe New York City Council has long had a bone to pick with food delivery platform Grubhub....</p>\n\n<a href=\"https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190890686","content_text":"New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n\nThe New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.\nThe conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.\nBut they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.\nLong-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.\nAt the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.\nFood delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.\nThere are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.\nThat would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.\nWhile a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.\nNew York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.\nNew York looms large for food delivery. If you can’t make it there, can you make it anywhere?","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804006471,"gmtCreate":1627910983293,"gmtModify":1631890090594,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Buyyyyy","listText":"Buyyyyy","text":"Buyyyyy","images":[{"img":"https://static.tigerbbs.com/818a490f347d943ffa7840c6a64046bc","width":"1125","height":"2793"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804006471","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806838011,"gmtCreate":1627647427333,"gmtModify":1631890090602,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like 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and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809754148","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809755105,"gmtCreate":1627394232207,"gmtModify":1631886149744,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>:((((","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARK Genomic Revolution Multi-Sector ETF(ARKG)$</a>:((((","text":"$ARK Genomic Revolution Multi-Sector ETF(ARKG)$:((((","images":[{"img":"https://static.tigerbbs.com/c1c3962c212d244a6abddae56ee89520","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809755105","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":809752831,"gmtCreate":1627394199523,"gmtModify":1631893822293,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Buyyyy","listText":"Buyyyy","text":"Buyyyy","images":[{"img":"https://static.tigerbbs.com/e4d590c646e5184a22b1ef780b5bc944","width":"1125","height":"2178"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809752831","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800598737,"gmtCreate":1627307606529,"gmtModify":1631887074578,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>Fighting&nbsp;","listText":"<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a>Fighting&nbsp;","text":"$ARK Innovation ETF(ARKK)$Fighting","images":[{"img":"https://static.tigerbbs.com/148e5dcb4520f419163b148c34c0be1c","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800598737","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":800591227,"gmtCreate":1627307564569,"gmtModify":1631893822298,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Buyyyy","listText":"Buyyyy","text":"Buyyyy","images":[{"img":"https://static.tigerbbs.com/f6dbeeaa69ccda54529374eab2549bc9","width":"1125","height":"2861"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800591227","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172644509,"gmtCreate":1626961009701,"gmtModify":1631893822298,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172644509","repostId":"1170462111","repostType":4,"repost":{"id":"1170462111","kind":"news","pubTimestamp":1626960206,"share":"https://www.laohu8.com/m/news/1170462111?lang=&edition=full","pubTime":"2021-07-22 21:23","market":"us","language":"en","title":"Delta Variant Can Still Clip U.S. Economy’s Wings","url":"https://stock-news.laohu8.com/highlight/detail?id=1170462111","media":"The Wall Street Journal","summary":"Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it c","content":"<blockquote>\n Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.\n</blockquote>\n<p>The Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.</p>\n<p>For a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.</p>\n<p>It is tempting to imagine the Delta variant won’t dent the economy at all.</p>\n<p>Across the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.</p>\n<p><img src=\"https://static.tigerbbs.com/dc6f808b2d4e2353d6504f76af7f3af0\" tg-width=\"737\" tg-height=\"511\" width=\"100%\" height=\"auto\">Those are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.</p>\n<p>Bear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.</p>\n<p>Nor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.</p>\n<p>Then there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.</p>\n<p>At the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.</p>\n<p>The economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.</p>\n<p>But things could have been so much better.</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>Delta Variant Can Still Clip U.S. Economy’s Wings</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\">\nDelta Variant Can Still Clip U.S. Economy’s Wings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.\n\nThe Delta variant of the coronavirus probablywon’t derail the U.S. economy. That ...</p>\n\n<a href=\"https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170462111","content_text":"Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.\n\nThe Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.\nFor a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.\nIt is tempting to imagine the Delta variant won’t dent the economy at all.\nAcross the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.\nThose are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.\nBear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.\nNor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.\nThen there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.\nAt the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.\nThe economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.\nBut things could have been so much better.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":804002751,"gmtCreate":1627911017773,"gmtModify":1631890090591,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/804002751","repostId":"1190890686","repostType":4,"repost":{"id":"1190890686","kind":"news","pubTimestamp":1627910755,"share":"https://www.laohu8.com/m/news/1190890686?lang=&edition=full","pubTime":"2021-08-02 21:25","market":"us","language":"en","title":"Big Apple Takes Bite Out of Food Delivery","url":"https://stock-news.laohu8.com/highlight/detail?id=1190890686","media":"The Wall Street Journal","summary":"New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.The New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.The conflict heated up last week. On Thursday, the council ","content":"<blockquote>\n New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n</blockquote>\n<p>The New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.</p>\n<p>The conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.</p>\n<p>But they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.</p>\n<p><img src=\"https://static.tigerbbs.com/b0376f43b736ee504664bb031aae5fdd\" tg-width=\"742\" tg-height=\"510\" width=\"100%\" height=\"auto\">Long-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.</p>\n<p>At the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.</p>\n<p>Food delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.</p>\n<p>There are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.</p>\n<p><img src=\"https://static.tigerbbs.com/10e85c5617a7edb8cfa051b68e6b7240\" tg-width=\"727\" tg-height=\"508\" width=\"100%\" height=\"auto\">That would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.</p>\n<p>While a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.</p>\n<p>New York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.</p>\n<p>New York looms large for food delivery. If you can’t make it there, can you make it anywhere?</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>Big Apple Takes Bite Out of Food Delivery</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\">\nBig Apple Takes Bite Out of Food Delivery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n\nThe New York City Council has long had a bone to pick with food delivery platform Grubhub....</p>\n\n<a href=\"https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/big-apple-takes-bite-out-of-food-delivery-11627910300?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190890686","content_text":"New bills passed in New York City could curb some appeal of companies like Grubhub, DoorDash and Uber Eats.\n\nThe New York City Council has long had a bone to pick with food delivery platform Grubhub.During the pandemic, that animus seems to extend to reach the sector more broadly as market share has leveled. Home to about 10% of the U.S. market, and a possible harbinger of local measures elsewhere, the city’s attitude matters a great deal.\nThe conflict heated up last week. On Thursday, the council said it passed five bills meant to shift some of the balance of power away from food delivery platforms toward “struggling mom and pop shops.” The bills include some straightforward legislation like providing a restaurants’ direct telephone number to eaters and prohibiting platforms from charging restaurants for phone orders that don’t result in transactions.\nBut they also include more controversial and likely more consequential rules. One, if put into effect as anticipated, wouldextend temporary capsplaced on the commissions food-delivery platforms can charge restaurants at least until mid-February, 2022. Beyond what was decided last week, the city council says it is also scheduled to review a permanent commission cap bill this month.\nLong-term caps sound ominous for food delivery companies, but the true extent of their effects isn’t fully known. U.S. market leaderDoorDash,DASH-2.12%for example, has reported profits on the basis of adjusted earnings before interest, tax, depreciation and amortization for the last four quarters—pretty much the entirety of the pandemic.\nAt the same time, the company said in an April blog post that commission caps have caused a “tangible impact” to its business in terms of lessening demand as prices paid by customers have risen to recoup lost dollars.\nFood delivery companies don’t typically break out their economics by city, but a spokesperson for Uber Eats did say it had lost more than $60 million in New York City alone due to pandemic-related commission caps. For food delivery companies, consumers’ price sensitivity is likely to increase post-pandemic as they gain access to in-person dining andrely less on delivery.\nThere are also other threats. The council also voted to require delivery services to share monthly eater information with restaurants if restaurants request it. While it remains unclear as to exactly what data this rule will cover, a summary of the bill suggests it could include eaters’ names, phone numbers, email addresses, home addresses and what is ordered.\nThat would arm restaurants with information they could use to determine where their orders are coming from, helping them to assess delivery platforms’ individual worth. It could also significantly lower switching costs between platforms and help enable restaurants to better access customers themselves.\nWhile a lot has been said of commission caps in food delivery, deciding who has access to eaters’ data is no less controversial. Food-delivery platforms have argued such a law would put eaters’ personal information at risk, noting consumers should be able to opt-in to data sharing rather than opt-out. Others have described third-party delivery as a “gatekeeper” of data with one source likening platforms to a “diner cartel” that is finally being busted.\nNew York’s move is of particular importance to Grubhub since the city is its largest U.S. market. As of June, Bloomberg Second Measure data show Grubhub and DoorDash were tied with the market share lead in New York City with 35% a piece to Uber Eats’ 29%. Elsewhere, temporary caps have been put into place across many cities and suburbs nationwide. In June, San Francisco became the first city in the U.S. to pass a permanent fee cap.\nNew York looms large for food delivery. If you can’t make it there, can you make it anywhere?","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150162493,"gmtCreate":1624890162512,"gmtModify":1633947418011,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/150162493","repostId":"1150095060","repostType":4,"repost":{"id":"1150095060","kind":"news","pubTimestamp":1624874134,"share":"https://www.laohu8.com/m/news/1150095060?lang=&edition=full","pubTime":"2021-06-28 17:55","market":"us","language":"en","title":"US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1150095060","media":"Renaissance Capital","summary":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant $DiDi Global Inc.$.DiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.Cybersecurity platform $SentinelOne, Inc$","content":"<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant<b>&nbsp;<a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a>.</b></p>\n<p><b>DiDi</b>&nbsp;plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.</p>\n<p>Cybersecurity platform&nbsp;<b><a href=\"https://laohu8.com/S/S\">SentinelOne, Inc</a></b> plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.</p>\n<p>Turkish e-commerce platform&nbsp;<b>D-MARKET Electronic Services &amp; Trading</b>(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.</p>\n<p>Doughnut brand&nbsp;<a href=\"https://laohu8.com/S/DNUT\"><b>Krispy Kreme, Inc.</a> </b>plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.</p>\n<p>Legal solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/LZ\">LegalZoom.com, Inc</a> </b>plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.</p>\n<p>Identity verification platform&nbsp;<b><a href=\"https://laohu8.com/S/YOU\">Clear Secure, Inc.</a></b> plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.</p>\n<p>Chinese grocery delivery platform&nbsp;<b><a href=\"https://laohu8.com/S/DDL\">Dingdong (Cayman) Limited</a> </b>plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.</p>\n<p>SaaS solutions provider&nbsp;<b><a href=\"https://laohu8.com/S/EVCM\">EverCommerce Inc.</a></b> plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness &amp; Wellness Services.</p>\n<p>Software provider&nbsp;<b><a href=\"https://laohu8.com/S/INTA\">Intapp, Inc.</a> </b>plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.</p>\n<p>Online manufacturing marketplace&nbsp;<b><a href=\"https://laohu8.com/S/XMTR\">Xometry, Inc.</a></b> plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.</p>\n<p><b><a href=\"https://laohu8.com/S/IAS\">Integral Ad Science Holding LLC</a> </b>plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.</p>\n<p>Plus-sized women’s apparel brand&nbsp;<b><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a> </b>plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.</p>\n<p>Alzheimer’s biotech&nbsp;<b><a href=\"https://laohu8.com/S/ABOS\">Acumen Pharmaceuticals, Inc.</a></b> plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(<a href=\"https://laohu8.com/S/HKD\">$(HKD)$</a>) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Drug formulation developer&nbsp;<b>Aerovate Therapeutics</b>(<a href=\"https://laohu8.com/S/AVTE\">$(AVTE)$</a>) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.</p>\n<p>Neuromodulation device provider<b>&nbsp;<a href=\"https://laohu8.com/S/CVRX\">CVRx Inc</a> </b>plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.</p>\n<p>Belgium-listed&nbsp;<b>Nyxoah</b>(<a href=\"https://laohu8.com/S/NYXH\">$(NYXH)$</a>) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.</p>\n<p><img src=\"https://static.tigerbbs.com/58f28d5f7f3b8e686c0bd006c2968b99\" tg-width=\"1131\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/508f1118f1d92b2b76391bc3610bd6c4\" tg-width=\"1131\" tg-height=\"657\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ed04cd42fa30b460fcf67e07efa6ddc7\" tg-width=\"1130\" tg-height=\"166\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&amp;P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week</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\">\nUS IPO Week Ahead: DiDi makes its billion-dollar debut in a 17 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVCM":"EverCommerce Inc.","LZ":"LegalZoom.com, Inc","IAS":"Integral Ad Science Holding","XMTR":"Xometry, Inc.","CVRX":"CVRx, Inc.","DIDI":"滴滴(已退市)","HEPS":"D-MARKET Electronic Services & Trading","S":"SentinelOne, Inc","DNUT":"Krispy Kreme, Inc.","INTA":"Intapp, Inc.","DDL":"叮咚买菜","YOU":"Clear Secure, Inc.","CURV":"Torrid Holdings","ABOS":"Acumen Pharmaceuticals, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/83318/US-IPO-Week-Ahead-DiDi-makes-its-billion-dollar-debut-in-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150095060","content_text":"17 IPOs are slated to raise $9.1 billion in this week, led by long-awaited Chinese ride-hailing giant DiDi Global Inc..\nDiDi plans to raise $3.9 billion at a $67.5 billion market cap. DiDi is China’s dominant ride-hailing app, with 15 million drivers across 4,000 cities and towns. The unprofitable company saw revenue more than double in the 1Q21 as its business recovered post-pandemic.New and existing investors intend to purchase $1.3 billion of the IPO.\nCybersecurity platform SentinelOne, Inc plans to raise $880 million at an $8.2 billion market cap. SentinelOne's Singularity Platform is an AI-powered extended detection and response platform that ingests, correlates and queries petabytes of structured and unstructured data to provide autonomous cybersecurity defense. Fast growing and unprofitable, the company had over 4,700 customers as of 4/30/21, up from 2,700 a year prior.\nTurkish e-commerce platform D-MARKET Electronic Services & Trading(HEPS) plans to raise $681 million at a $3.9 billion market cap. Operating under the name Hepsiburada, the company connected 33 million members, 9 million Active Customers, and a base of approximately 45 thousand Active Merchants in 2020. The company is fast growing but EBITDA swung negative in the 1Q21.\nDoughnut brand Krispy Kreme, Inc. plans to raise $600 million at a $3.8 billion market cap. Krispy Kreme is an omni-channel business operating through a network of doughnut shops, partnerships with retailers, and an e-Commerce and delivery business. The company has a long track record and strong brand awareness, though its growth strategy is unproven.\nLegal solutions provider LegalZoom.com, Inc plans to raise $488 million at a $5.3 billion market cap. LegalZoom states that it is a leading online platform for legal and compliance solutions, claiming that 10% of new LLCs and 5% of new corporations in the US were formed via LegalZoom in 2020. Profitable on an EBITDA basis in the 1Q21, the company operates across all 50 states and over 3,000 counties in the US.\nIdentity verification platform Clear Secure, Inc. plans to raise $376 million at a $4.1 billion market cap. Clear Secure's secure identity platform uses to automate the identity verification process, with main offerings including CLEAR Plus, a consumer aviation subscription service, and two mobile apps. As of 5/31/21, Clear Secure's network included 38 airports, 26 sports and entertainment partners, and 67 Health Pass-enabled partners.\nChinese grocery delivery platform Dingdong (Cayman) Limited plans to raise $343 million at a $6.0 billion market cap. With fresh groceries as its core product categories, Dingdong states that it is the fastest growing on-demand e-commerce company in China. Unprofitable with explosive growth, the company had a 10% share of the on-demand e-commerce market by GMV in 2020.\nSaaS solutions provider EverCommerce Inc. plans to raise $325 million at a $3.4 billion market cap. EverCommerce is a leading provider of integrated, vertically-tailored SaaS solutions for service-based SMBs. The company serves over 500,000 customers across three core verticals: Home Services, Health Services, and Fitness & Wellness Services.\nSoftware provider Intapp, Inc. plans to raise $278 million at a $1.9 billion market cap. Intapp provides industry-specific, cloud-based software solutions for the professional and financial services industry globally. The company had over 1,600 clients as of March 31, 2021, and it currently has more than 20 clients with contracts greater than $1 million of ARR.\nOnline manufacturing marketplace Xometry, Inc. plans to raise $275 million at a $1.9 billion market cap. Xometry states that it is a leading AI-enabled marketplace for on-demand manufacturing. Its buyers include businesses ranging from self-funded start-ups to Fortune 100 companies. Since its inception, over 6.0 million parts have been manufactured through Xometry's platform.\nIntegral Ad Science Holding LLC plans to raise $240 million at a $2.5 billion market cap. The company’s technology provides metrics designed to verify that digital ads are served to a real person, viewable on-screen, and appear in a brand-safe and suitable environment in the correct geography. Profitable on an EBIT basis, Integral Ad Science served over 2,000 customers as of 3/31/21.\nPlus-sized women’s apparel brand Torrid Holdings plans to raise $156 million at a $2.1 billion market cap. Torrid is the largest direct-to-consumer brand of women's plus-size apparel and intimates in North America by net sales. The profitable company markets directly to consumers via physical stores and its e-commerce platform, which represented a majority of sales in the 12 months ended 5/1/21.\nAlzheimer’s biotech Acumen Pharmaceuticals, Inc. plans to raise $125 million at a $607 million market cap. The company's lead candidate, ACU193, is a humanized monoclonal antibody that selectively targets amyloid-beta oligomers. ACU193 entered a Phase 1 trial in patients with mild dementia or cognitive impairment due to AD in the 2Q21, with data expected by year end 2022.\nDigital financial services provider AMTD Digital($(HKD)$) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nDrug formulation developer Aerovate Therapeutics($(AVTE)$) plans to raise $100 million at a $325 million market cap. Aerovate's initial focus is on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension (PAH). The company has completed a Phase 1 study in healthy volunteers and expects to begin a Phase 2b/3 trial in PAH patients in the 2H21.\nNeuromodulation device provider CVRx Inc plans to raise $100 million at a $333 million market cap. CVRx manufactures and markets its minimally invasive neuromodulation solutions on its proprietary BAROSTIM platform. The company's states that its BAROSTEM NEO product is the first and only commercially available neuromodulation device indicated to improve symptoms for patients with heart failure with reduced ejection fraction.\nBelgium-listed Nyxoah($(NYXH)$) plans to raise $87 million at an $803 million market cap. Nyxoah's lead product is the Genio system, a CE-marked, minimally-invasive hypoglossal neurostimulation therapy for obstructive sleep apnea. The company began generating revenue from Genio in Europe in July 2020 and is currently conducting a pivotal trial designed to support marketing authorization in the US.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/24/21, the Renaissance IPO Index was up 2.7% year-to-date, while the S&P 500 was up 13.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 1.5% year-to-date, while the ACWX was up 10.3%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371642146,"gmtCreate":1618933784785,"gmtModify":1634289767512,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/371642146","repostId":"2128841791","repostType":4,"repost":{"id":"2128841791","kind":"highlight","pubTimestamp":1618932901,"share":"https://www.laohu8.com/m/news/2128841791?lang=&edition=full","pubTime":"2021-04-20 23:35","market":"us","language":"en","title":"Snap Earnings: Here's What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2128841791","media":"Motley Fool","summary":"Expectations are high. Can the social media company deliver?","content":"<p>One of the most interesting earnings reports this week may be <b>Snap</b>'s (NYSE:SNAP). The parent company of social media platform Snapchat will give investors <a href=\"https://laohu8.com/S/AONE\">one</a> of the first glimpses into how digital advertising is faring in 2021.</p>\n<p>Snapchat is a fast-growing platform with soaring digital advertising revenue. Expectations, therefore, are unsurprisingly high. Can the tech company deliver when it reports its first-quarter results on Thursday?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/067b87a19abf33877fb63d4d59383146\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Impressive momentum</h2>\n<p>Snapchat wrapped up 2020 with staggering momentum. Total fourth-quarter revenue rose 62% year over year to $911 million. This put total 2020 revenue at $2.5 billion, up 46% year over year.</p>\n<p>This top-line strength was fueled by a 22% year-over-year increase in daily active users and strength in average revenue per user (ARPU). ARPU increased 33% in the fourth quarter of 2020 versus the year-ago quarter.</p>\n<p>\"We continued to see strong adoption of our advertising products in Q4,\" explained Snap CFO Derek Andersen said about the company's growth drivers in Snap's fourth-quarter earnings call. Andersen continued:</p>\n<blockquote>\n Revenue from our commercials ad product more than doubled year-over-year in Q4 as we continue to see building demand from advertisers seeking to reach Gen Z and Millennial audiences at scale, and with a full screen video advertising product that is delivered adjacent to brand safe content.\n</blockquote>\n<h2>Why growth could accelerate</h2>\n<p>For Snapchat's first quarter of 2021, analysts are modeling for a slight deceleration in the social network company's revenue growth. On average, analysts are expecting Snapchat's revenue to increase 61% year over year. This is above management's guidance range for first-quarter revenue to increase 56% to 60% year over year.</p>\n<p>But it's possible that analysts are undershooting, even though the company's guidance range is lower than the consensus forecast. Management guidance typically proves to be quite conservative, barring the fourth quarter of 2019 when the company didn't anticipate lockdowns resulting from COVID-19 in late Q1 2020. If you rewind back to more normalized quarters pre-COVID, consider that Snapchat's revenue came in ahead of its guidance range in every quarter in 2019.</p>\n<p>If the company's track record of approaching its revenue guidance with conservatism is any indication of how Snap's first-quarter top line may trend, the company may not only beat analysts' forecasts but even post a higher growth rate than it did in Q4.</p>\n<p>Of course, there's no guarantee this happens. These are unprecedented times for both ad buyers and digital advertising platforms. In addition, there's elevated uncertainty for many companies. This makes forecasting for both management and analysts particularly tricky.</p>\n<p>Whatever happens, Snap's first-quarter revenue growth may shed light on how the overall digital advertising industry is doing in Q1. A stronger-than-expected quarter from the company could suggest many digital advertising companies are doing well. A weaker-than-expected quarter, on the other hand, could mean that advertisers are holding back. For Snap specifically, a strong quarter could highlight strength in the company's ad products and Snap's ability to capture wallet share from advertisers as the economy reopens.</p>\n<p>Snap reports its first-quarter results after market close on Thursday, Apr. 22.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snap Earnings: Here's What to Watch</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\">\nSnap Earnings: Here's What to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/20/snap-earnings-heres-what-to-watch/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most interesting earnings reports this week may be Snap's (NYSE:SNAP). The parent company of social media platform Snapchat will give investors one of the first glimpses into how digital ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/20/snap-earnings-heres-what-to-watch/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"https://www.fool.com/investing/2021/04/20/snap-earnings-heres-what-to-watch/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128841791","content_text":"One of the most interesting earnings reports this week may be Snap's (NYSE:SNAP). The parent company of social media platform Snapchat will give investors one of the first glimpses into how digital advertising is faring in 2021.\nSnapchat is a fast-growing platform with soaring digital advertising revenue. Expectations, therefore, are unsurprisingly high. Can the tech company deliver when it reports its first-quarter results on Thursday?\nImage source: Getty Images.\nImpressive momentum\nSnapchat wrapped up 2020 with staggering momentum. Total fourth-quarter revenue rose 62% year over year to $911 million. This put total 2020 revenue at $2.5 billion, up 46% year over year.\nThis top-line strength was fueled by a 22% year-over-year increase in daily active users and strength in average revenue per user (ARPU). ARPU increased 33% in the fourth quarter of 2020 versus the year-ago quarter.\n\"We continued to see strong adoption of our advertising products in Q4,\" explained Snap CFO Derek Andersen said about the company's growth drivers in Snap's fourth-quarter earnings call. Andersen continued:\n\n Revenue from our commercials ad product more than doubled year-over-year in Q4 as we continue to see building demand from advertisers seeking to reach Gen Z and Millennial audiences at scale, and with a full screen video advertising product that is delivered adjacent to brand safe content.\n\nWhy growth could accelerate\nFor Snapchat's first quarter of 2021, analysts are modeling for a slight deceleration in the social network company's revenue growth. On average, analysts are expecting Snapchat's revenue to increase 61% year over year. This is above management's guidance range for first-quarter revenue to increase 56% to 60% year over year.\nBut it's possible that analysts are undershooting, even though the company's guidance range is lower than the consensus forecast. Management guidance typically proves to be quite conservative, barring the fourth quarter of 2019 when the company didn't anticipate lockdowns resulting from COVID-19 in late Q1 2020. If you rewind back to more normalized quarters pre-COVID, consider that Snapchat's revenue came in ahead of its guidance range in every quarter in 2019.\nIf the company's track record of approaching its revenue guidance with conservatism is any indication of how Snap's first-quarter top line may trend, the company may not only beat analysts' forecasts but even post a higher growth rate than it did in Q4.\nOf course, there's no guarantee this happens. These are unprecedented times for both ad buyers and digital advertising platforms. In addition, there's elevated uncertainty for many companies. This makes forecasting for both management and analysts particularly tricky.\nWhatever happens, Snap's first-quarter revenue growth may shed light on how the overall digital advertising industry is doing in Q1. A stronger-than-expected quarter from the company could suggest many digital advertising companies are doing well. A weaker-than-expected quarter, on the other hand, could mean that advertisers are holding back. For Snap specifically, a strong quarter could highlight strength in the company's ad products and Snap's ability to capture wallet share from advertisers as the economy reopens.\nSnap reports its first-quarter results after market close on Thursday, Apr. 22.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106512585,"gmtCreate":1620133523347,"gmtModify":1634207583660,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please! :)","listText":"Like and comment please! :)","text":"Like and comment please! :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/106512585","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://www.laohu8.com/m/news/1141446343?lang=&edition=full","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","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>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WM":"美国废物管理","AMRS":"阿米瑞斯","CNI":"加拿大国家铁路","VIR":"Vir Biotechnology, Inc.","UPS":"联合包裹","CVAC":"CureVac B.V.","FDX":"联邦快递","CCI":"冠城","CAT":"卡特彼勒","BNTX":"BioNTech SE","KOF":"可口可乐凡萨瓶装","BRK.B":"伯克希尔B","SDGR":"Schrodinger Inc.","WMT":"沃尔玛","MSFT":"微软","WCLD":"WisdomTree Cloud Computing Fund"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893825492,"gmtCreate":1628256359916,"gmtModify":1631890090585,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/893825492","repostId":"1155656235","repostType":4,"repost":{"id":"1155656235","kind":"news","pubTimestamp":1628227304,"share":"https://www.laohu8.com/m/news/1155656235?lang=&edition=full","pubTime":"2021-08-06 13:21","market":"us","language":"en","title":"20 cloud stocks expected to increase sales the most over the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155656235","media":"MarketWatch","summary":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales ","content":"<p>Cloud ETFs are close to record highs, propelled by a rally in the sector</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78101d8010e186fe4df59b2ef82b5de6\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Analysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)</span></p>\n<p>U.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.</p>\n<p>Cloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.</p>\n<p>Below is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36209ce827d95e822cad5128be8b146a\" tg-width=\"933\" tg-height=\"664\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>ETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>Here’s a comparison of total returns through Aug. 4, along with those for the SPDR S&amp;P 500 ETF&nbsp;and the Invesco QQQ Trust&nbsp;(which tracks the Nasdaq-100 Index) for comparison:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/242f135b3c7cca3cbaae3ee574023c1f\" tg-width=\"942\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>The ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF&nbsp;is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.</p>\n<p>Another holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.</p>\n<p>As part of its description of ARKW, FactSet says the following:</p>\n<p><i>“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”</i></p>\n<p><b>Cloud-stock screen</b></p>\n<p>Together, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>To make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:</p>\n<p><img src=\"https://static.tigerbbs.com/517a23591cde159fb889ab80abc4bcc6\" tg-width=\"934\" tg-height=\"765\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6af2cf5b5f9f0ce50f8f023ac7babc7f\" tg-width=\"935\" tg-height=\"717\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b88ebe72e09cb9ce3294269f0a4ae431\" tg-width=\"935\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>There are actually 21 stocks listed, including Zillow Group Inc.’s Class A&nbsp;and Class C&nbsp;shares.</p>\n<p>It is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.</p>\n<p>Here are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.</p>\n<p><img src=\"https://static.tigerbbs.com/19b9c4bf1d8b1abcfa76b7d008a47ad7\" tg-width=\"938\" tg-height=\"805\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/2ff191189c5d7d2f31698843734ca3cc\" tg-width=\"933\" tg-height=\"773\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9543489c4d52d3f1a69dfdcf170115\" tg-width=\"930\" tg-height=\"242\" width=\"100%\" height=\"auto\"><span>Source: FactSet</span></p>\n<p>In comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.</p>","source":"lsy1603348471595","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>20 cloud stocks expected to increase sales the most over the next two years</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\">\n20 cloud stocks expected to increase sales the most over the next two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADYEY":"Adyen N.V.","KC":"金山云","PINS":"Pinterest, Inc.","COIN":"Coinbase Global, Inc.","ROKU":"Roku Inc","SQ":"Block","CRWD":"CrowdStrike Holdings, Inc.","SKLZ":"Skillz Inc","SE":"Sea Ltd","LC":"LendingClub","DKNG":"DraftKings Inc.","ZG":"Zillow Class A","OKTA":"Okta Inc.","PDD":"拼多多","TDOC":"Teladoc Health Inc.","MELI":"MercadoLibre","SNAP":"Snap Inc","SHOP":"Shopify Inc","VCYT":"Veracyte Inc","TSLA":"特斯拉","Z":"Zillow"},"source_url":"https://www.marketwatch.com/story/20-cloud-stocks-expected-to-increase-sales-the-most-over-the-next-two-years-11628186683?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155656235","content_text":"Cloud ETFs are close to record highs, propelled by a rally in the sector\nAnalysts see stellar sales growth ahead for companies that provide cloud services. (Getty Images/iStockphoto)\nU.S. investors remain bullish, despite rumblings out of China and the spike in delta variant infections.\nCloud companies — those at the forefront of the shift in computing power to distributed models over the internet — are expected to grow at a rapid clip over the next several years, and four of the five largest exchange traded funds covering the space are close to hitting record highs.\nBelow is a screen of stocks held by those ETFs, showing which are expected to increase their sales the most through 2023. In an industry with many players at relatively early stages, increases in sales, rather than in earnings, might be the best driver of stock prices.\nTo begin the screen, we looked at the five largest cloud ETFs:\nSource: FactSet\nETFs might be your best way to take a broad approach for a long-term play on the cloud revolution. If you are interested in any ETF, you should review the fund manager’s website.\nHere’s a comparison of total returns through Aug. 4, along with those for the SPDR S&P 500 ETF and the Invesco QQQ Trust (which tracks the Nasdaq-100 Index) for comparison:\nSource: FactSet\nThe ETFs’ approaches differ. For example, the ARK Next Generation Internet ETF is the only one that is actively managed. The others track an index. It is also the only one that holds shares of Tesla Inc.,which makes up 10.65% of the portfolio, according to information posted by ARK Invest on Aug. 5. Tesla is an electric-vehicle manufacturer, but it can also be considered a cloud company because it distributes software updates over the internet continually, and offers other cloud-based services.\nAnother holding unique to ARKW among the five cloud ETFs is Walt Disney Co.,which is certainly an important cloud player through its Disney+ streaming service, even if the company doesn’t say directly how much of its sales are derived from that rapidly growing segment.\nAs part of its description of ARKW, FactSet says the following:\n“Broadly speaking, the ARKW’s managers appear focused on big buzzwords such as Internet of Things, cloud computing, digital currencies and wearable technology. While the fund’s focus may be appealing for investors with conviction in these new technologies, portfolio implementation is a more difficult task: Most of the companies developing these advancements are huge corporations for which nascent technologies are only a small fraction of total revenues. As such, it’s very difficult to get pure-play access to ARKW’s targeted technologies — so be sure to confirm that the fund’s holdings — not just its thesis — align with your view of the space.”\nCloud-stock screen\nTogether, the five cloud ETFs listed above hold 147 stocks. To project sales growth through 2023, we used calendar 2020 sales estimates as a baseline and then looked at consensus estimates among analysts polled by FactSet for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nTo make sure we had a solid set of estimates, we confined the group to the 126 companies covered by at least five analysts polled by FactSet, for which consensus sales estimates for calendar 2020 through calendar 2023 are available.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for sales through calendar 2023:\n\nSource: FactSet\nThere are actually 21 stocks listed, including Zillow Group Inc.’s Class A and Class C shares.\nIt is interesting to see that the list is dominated by stocks held by ARKW. The fund has a broad definition of cloud companies and is focused also on sales growth.\nHere are current forward price-to-sales ratios based on consensus estimates for the next 12 months, as well as ratios of current market cap to projected 2023 sales and summaries of analysts’ opinions about the stocks.\n\nSource: FactSet\nIn comparison, the forward price-to-sales ratio for SPY is 2.8, with a price/2023 estimated sales ratio of 2.6. For QQQ, the current P/S is 4.7, declining to 4.3 for 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152528229,"gmtCreate":1625315794661,"gmtModify":1633941531956,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/152528229","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178364884,"gmtCreate":1626788757048,"gmtModify":1631893822308,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and commenT please","listText":"Like and commenT please","text":"Like and commenT please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178364884","repostId":"1188133258","repostType":4,"repost":{"id":"1188133258","kind":"news","pubTimestamp":1626787650,"share":"https://www.laohu8.com/m/news/1188133258?lang=&edition=full","pubTime":"2021-07-20 21:27","market":"us","language":"en","title":"Goldman Says \"Don't Buy This Dip\" And Here's Why...","url":"https://stock-news.laohu8.com/highlight/detail?id=1188133258","media":"zerohedge","summary":"At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-we","content":"<p>At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-week seasonal period of the year, with the first 18 days of the month traditionally the strongest period for markets...</p>\n<p><img src=\"https://static.tigerbbs.com/e7dc88222112e4655f492c56509f9d64\" tg-width=\"1280\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p>\n<p>... and followed up with apredictionthat shorts will have to cover, which they did during a period in which we saw 13 out of 16 trading days hit new all time highs.</p>\n<p>Of course, it all came crashing down in the last 3 days when the S&amp;P slide accelerated, culminating with a scary rout on Monday when tumbling yields sparked a panic that the US economy is headed straight into a stagflationary crash.</p>\n<p>And yet, with futures rebounding and traders clearly showing a desire to catch what has been the fastest falling knife in months, we were surprised to read that the same John Flood who correctly predicted the market ramp in the first half of July, has now flipped completely and in a note published overnight writes \"<b>don't buy this dip.</b>\" He explains why:</p>\n<blockquote>\n I am a consistent buyer of dips but this wobble feels different and I am bracing for a weaker tape this week. Negative Covid headlines are picking up in velocity. Issuance spigots are fully turned on and this paper is getting harder to place from my seat (after some choppy px action related to issuance last week).\n</blockquote>\n<blockquote>\n <b>99% of S&amp;P500 companies are in buyback blackout period into next week and quant flows remain asymmetric on the supply side (AKA CTA sellers will win this tug of war).</b>Earnings last week were great but were not rewarded (banks)...this week and next are the 2 busiest weeks of the earnings period.\n</blockquote>\n<blockquote>\n Overall market breadth continues to dissipate with FAAMG complex carrying the weight of the indices on its back. July has not been a fun month for the retail community (underlying retail bid is fading). HF length has recently come in significantly on a 1 year look back but on a 3 year basis is well above 50th percentile for both nets and grosses (still more wood to chop here). Institutional community continues to cut risk in China ADR’s post DIDI development while U.S. / China tensions rise. All eyes remain 10yr yields well below 200dma of 1.26 for first time in 2021. No need to hit the panic button but I plan on being patient with buy tickets over the next several sessions.\n</blockquote>\n<p>And here are the 10 key<i>bearish</i>developments Flood is monitoring:</p>\n<p><b>1) Covid headlines over the weekend were the most negative that I have seen in 2021. Here are the 5 that stood out to me...</b></p>\n<ul>\n <li>U.S. infections surged more than 60% last week, topping a 16% global increase. Delta cases may be undercounted, former FDA chief Scott Gottlieb said. The Dr. warned that the US is “vastly underestimating” the level of COVID delta spread domestically.CNBC</li>\n <li>The CDC warns of a “pandemic of the unvaccinated” as cases, hospitalizations, and fatalities rise in those parts of the country with low inoculation rates.BBG</li>\n <li>CDC says other major US cities will probably follow LA and reimpose mask mandates as COVID statistics continue to deteriorate.FT</li>\n <li>First Olympic athletes in Tokyo test positive for COVID, just days before the games are expected to commence (Coco Gauff the highest profile U.S. athlete to withdraw)</li>\n <li>The UK said travelers from France will need to quarantine for 10 days regardless of vaccination status, an announcement that “leaves holidays in disarray”.London Times</li>\n</ul>\n<p><b>2) It has been a paper party and this paper is getting harder to place. Last week we priced 11 registered deals in the U.S. ($3b notional) and this week already working on another 18 ($10b). This is especially noteworthy while in the depths of July.</b></p>\n<p><b>3) Only 1 week into 2Q earnings but banks telling us to expect beats but NOT TO expect these beats to be rewarded. AKA sell sides estimates are still too low and positioning remains crowded. Since JPM kicked of megacap tech bank earnings last Tuesday morning (essentially beats across the board) bank index has shed 355bps.</b></p>\n<p><b>4) We are in depths of corporate buyback blackout period and this will run through 7/23/21....</b></p>\n<p><img src=\"https://static.tigerbbs.com/2aaf1e5d45694a097b50a91dbde1c820\" tg-width=\"500\" tg-height=\"271\" referrerpolicy=\"no-referrer\"><b>5) Systematic flows are asymmetric...(AKA CTAs are sellers in a up and down tape)....</b></p>\n<p><img src=\"https://static.tigerbbs.com/4bba4d70220e9707ea2844810c1a10b2\" tg-width=\"866\" tg-height=\"381\" referrerpolicy=\"no-referrer\"><b>6) Market breadth continues to deteriorate (was at ATH of 100 last month)....</b></p>\n<p><img src=\"https://static.tigerbbs.com/39de9052680301024db46173d0dce29f\" tg-width=\"507\" tg-height=\"405\" referrerpolicy=\"no-referrer\"><b>7) AKA without recent stellar price action on FAAMG the market would be in some trouble...</b></p>\n<p><img src=\"https://static.tigerbbs.com/0ae0c7eead73ad8dc2ecc63bcbd9e27e\" tg-width=\"500\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p>\n<p><b>8) Tensions with China escalating and we see continued derisking in ADRs: The White House is accusing China of perpetrating a massive hack of Microsoft’s email systems and will form a coalition of NATO members to condemn Beijing’s cyber activities.NYT</b></p>\n<p><b>9) Retail support has been waning MTD....(GS HIGH RETAIL SENTIMENT BASKET)....</b></p>\n<p><img src=\"https://static.tigerbbs.com/91d1bdeccdbb13bda1edf2982fd29b9c\" tg-width=\"969\" tg-height=\"737\" width=\"100%\" height=\"auto\"></p>\n<p><b>1</b><b>0) On 1 year look back Fundamental L/S positioning has come in significantly....on a 3yr look back still elevated....</b></p>\n<p><img src=\"https://static.tigerbbs.com/588f67823e6fabf1df2586491f930477\" tg-width=\"912\" tg-height=\"105\" width=\"100%\" height=\"auto\"></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>Goldman Says \"Don't Buy This Dip\" And Here's Why...</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\">\nGoldman Says \"Don't Buy This Dip\" And Here's Why...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/goldman-says-dont-buy-dip-and-heres-why?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-week seasonal period of the year, with the first 18 days of the month traditionally the strongest ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/goldman-says-dont-buy-dip-and-heres-why?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/goldman-says-dont-buy-dip-and-heres-why?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188133258","content_text":"At the start of the month,Goldman trader John Flood correctly saidthat we are entering the best 2-week seasonal period of the year, with the first 18 days of the month traditionally the strongest period for markets...\n\n... and followed up with apredictionthat shorts will have to cover, which they did during a period in which we saw 13 out of 16 trading days hit new all time highs.\nOf course, it all came crashing down in the last 3 days when the S&P slide accelerated, culminating with a scary rout on Monday when tumbling yields sparked a panic that the US economy is headed straight into a stagflationary crash.\nAnd yet, with futures rebounding and traders clearly showing a desire to catch what has been the fastest falling knife in months, we were surprised to read that the same John Flood who correctly predicted the market ramp in the first half of July, has now flipped completely and in a note published overnight writes \"don't buy this dip.\" He explains why:\n\n I am a consistent buyer of dips but this wobble feels different and I am bracing for a weaker tape this week. Negative Covid headlines are picking up in velocity. Issuance spigots are fully turned on and this paper is getting harder to place from my seat (after some choppy px action related to issuance last week).\n\n\n99% of S&P500 companies are in buyback blackout period into next week and quant flows remain asymmetric on the supply side (AKA CTA sellers will win this tug of war).Earnings last week were great but were not rewarded (banks)...this week and next are the 2 busiest weeks of the earnings period.\n\n\n Overall market breadth continues to dissipate with FAAMG complex carrying the weight of the indices on its back. July has not been a fun month for the retail community (underlying retail bid is fading). HF length has recently come in significantly on a 1 year look back but on a 3 year basis is well above 50th percentile for both nets and grosses (still more wood to chop here). Institutional community continues to cut risk in China ADR’s post DIDI development while U.S. / China tensions rise. All eyes remain 10yr yields well below 200dma of 1.26 for first time in 2021. No need to hit the panic button but I plan on being patient with buy tickets over the next several sessions.\n\nAnd here are the 10 keybearishdevelopments Flood is monitoring:\n1) Covid headlines over the weekend were the most negative that I have seen in 2021. Here are the 5 that stood out to me...\n\nU.S. infections surged more than 60% last week, topping a 16% global increase. Delta cases may be undercounted, former FDA chief Scott Gottlieb said. The Dr. warned that the US is “vastly underestimating” the level of COVID delta spread domestically.CNBC\nThe CDC warns of a “pandemic of the unvaccinated” as cases, hospitalizations, and fatalities rise in those parts of the country with low inoculation rates.BBG\nCDC says other major US cities will probably follow LA and reimpose mask mandates as COVID statistics continue to deteriorate.FT\nFirst Olympic athletes in Tokyo test positive for COVID, just days before the games are expected to commence (Coco Gauff the highest profile U.S. athlete to withdraw)\nThe UK said travelers from France will need to quarantine for 10 days regardless of vaccination status, an announcement that “leaves holidays in disarray”.London Times\n\n2) It has been a paper party and this paper is getting harder to place. Last week we priced 11 registered deals in the U.S. ($3b notional) and this week already working on another 18 ($10b). This is especially noteworthy while in the depths of July.\n3) Only 1 week into 2Q earnings but banks telling us to expect beats but NOT TO expect these beats to be rewarded. AKA sell sides estimates are still too low and positioning remains crowded. Since JPM kicked of megacap tech bank earnings last Tuesday morning (essentially beats across the board) bank index has shed 355bps.\n4) We are in depths of corporate buyback blackout period and this will run through 7/23/21....\n5) Systematic flows are asymmetric...(AKA CTAs are sellers in a up and down tape)....\n6) Market breadth continues to deteriorate (was at ATH of 100 last month)....\n7) AKA without recent stellar price action on FAAMG the market would be in some trouble...\n\n8) Tensions with China escalating and we see continued derisking in ADRs: The White House is accusing China of perpetrating a massive hack of Microsoft’s email systems and will form a coalition of NATO members to condemn Beijing’s cyber activities.NYT\n9) Retail support has been waning MTD....(GS HIGH RETAIL SENTIMENT BASKET)....\n\n10) On 1 year look back Fundamental L/S positioning has come in significantly....on a 3yr look back still elevated....","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173360388,"gmtCreate":1626617678544,"gmtModify":1631893822310,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/173360388","repostId":"1156209584","repostType":4,"repost":{"id":"1156209584","kind":"news","pubTimestamp":1626569753,"share":"https://www.laohu8.com/m/news/1156209584?lang=&edition=full","pubTime":"2021-07-18 08:55","market":"us","language":"en","title":"Faux fish looks to ride the growing wave of alternative meats","url":"https://stock-news.laohu8.com/highlight/detail?id=1156209584","media":"CNBC","summary":"Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in po","content":"<div>\n<p>Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in popularity in recent years as consumers have started to change what they eat for a variety of reasons,...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Faux fish looks to ride the growing wave of alternative meats</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\">\nFaux fish looks to ride the growing wave of alternative meats\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-18 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in popularity in recent years as consumers have started to change what they eat for a variety of reasons,...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.cnbc.com/2021/07/17/faux-fish-looks-to-ride-the-growing-wave-of-alternative-meats.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156209584","content_text":"Faux fish is angling to be the next big thing in alternative protein.\nAlt-meat has skyrocketed in popularity in recent years as consumers have started to change what they eat for a variety of reasons, ranging from concerns over climate change and sustainability to animal welfare and personal health benefits.\nThat has led to a proliferation of products from companies like Impossible Foods andBeyond Meat across grocery stores and restaurants while traditional meat companies likeTyson Foods, Perdue Farms andHormelare launching new entrants in the category.\nU.S. retail sales of plant-based foods grew 27% in 2020, bringing the total market to roughly $7 billion, according to data from the Plant-Based Foods Association (PBFA) and the Good Food Institute (GFI). The global market is forecasted to grow to $450 billion by 2040, according to consulting firm Kearney, which would represent roughly a quarter of the broader $1.8 trillion meat market.\nThemarket for plant-based productshas largely been driven by faux milk and meat, which make up 35% and 20%, respectively, of the total sales in the category, according to GFI. Plant-based meat sales grew 45% to $1.4 billon in 2020, while plant-based milk sales grew 20% to $2.5 billion.\nThe market for plant-based fish, on the other hand, has been slower to develop. While U.S. sales grew 23% in 2020, it only accounted for $12 million, according to GFI and PBFA. That represents 0.1% of the entire U.S. seafood market, compared to sales of plant-based meat making up 1.4% of U.S. meat sales.\n“Conventional seafood really has a health halo around it; it’s seen as a very healthy food that doctors often tell patients to consume more of,” Marika Azoff, corporate engagement specialist at GFI, said as to why alternative fish products may have lagged behind. “The environmental impacts aren’t as straightforward as they are with beef and dairy – they are a little bit more complex and kind of harder for the general public to grasp.”\nInvesting in faux fish\nHowever, several companies are looking to change that in an attempt to take a piece of the more than $15 billion U.S. seafood market.\nThere were 83 companies globally producing alternative seafood products as of June 2021, according to GFI, with 65 of them focusing on plant-based products. In comparison, there were only 29 companies producing alternative seafood products in 2017.\nIn 2020, more than $80 million was invested in alternative seafood companies — four times the amount invested in 2019, according to GFI.\nBlueNalu’s whole-muscle, cell-based yellowtail amberjack.Source: BlueNalu\nGathered Foods, which produces plant-based seafood brand Good Catch, raised a $32 million Series B funding round in January 2020 from investors including Lightlife Foods parent company Greenleaf Foods and 301 Inc., the venture arm ofGeneral Mills.\nBlueNalu, which is focused on cultured seafood, or fish produced directly from cells,raised $60 million in convertible note financingin January 2021, a record deal for an alternative seafood company.\nTo date, the two giants of alternative meat products have not yet made an entry in alternative fish. Impossible Foods said in 2019 that it was working on a plant-based fish recipe, but it has yet to release any products. Beyond Meat has previously stated it was focused on beef, poultry and pork.\n“There’s no reason that alterative seafood can’t or won’t catch up to the other types of alternative proteins,” said Azoff. “There is not a dominate company in plant-based seafood the way the meat and dairy categories have, but we’re seeing potential for that to change soon.”\nTraditional seafood companies are also making their own investments in alternative fish.\nIn September 2020, Nestlé launched Vuna, a plant-based tuna alternative that is the company’s first foray into plant-based seafood, citing statistics that 90% of global fish stocks are now depleted or close to depletion.\nThai Union Group, which owns brands like Chicken of the Sea, said it will launch a plant-based shrimp product by the end of this year, joining its other plant-based fish and crab products already available.\nTyson Ventures, the venture capital arm of Tyson Foods, invested in plant-based shellfish company New Wave Foods in September 2019, and joined its $18 million Series A funding round that closed in January. Bumble Bee Foods signed a joint venture with Good Catch in March 2020.\nGrowing concerns about the fishing industry\nVirginia-based Van Cleve Seafood Company, which sold traditional seafood for more than 20 years, started solely producing plant-based seafood products under the label The Plant Based Seafood Co., citing issues with the fishing industry such as child labor, overfishing and mislabeling.\n“We wanted to do something about it, and we thought if not us, then who?” Plant Based Seafood Co. chief executive officer Monica Talberttold CNBC’s Kate Rogers. “That’s when we made the decision, we were going to do something that would create change.”\nThe Plant Based Seafood Co. has products like crab cakes made from artichokes, and scallops and shrimp made from vegetable root starch, all of which are sold out online.\nConcerns about the fishing industry, further highlighted in the recent Netflix documentary “Seaspriacy” that advocates for the end of fish consumption, is viewed as a driver for consumers to switch to plant-based products. A poll of 2,500 Americans from Kelton Global found that reducing plastic waste in the ocean, saving ocean habitats and reducing harm towards marine animals would be reasons consumers would buy plant-based fish over wild-caught fish.\nGavin Gibbons, vice president of communications at the National Fisheries Institute, a trade group representing the fishing industry, said that the organization and its member companies view plant-based products a as “very likely part of the future of feeding a growing planet.”\n“They’re technologically impressive and can and should be able to coexist with real seafood, as long as they’re labeled accurately,” Gibbons said, noting that some of NFI’s member companies have made investments into alternative seafood.\nHowever, Gibbons said, presenting alternative seafood as either nutritionally superior to real fish or better for sustainability reasons would be wrong in his view.\n“The USDA’s Dietary Guidelines for Americans highlight that consumers don’t eat nearly enough seafood and it is unarguably the healthiest animal protein on the planet,” he said. “Few public health professionals would recommend imitation seafood over the real thing. They might make that recommendation for other products but not seafood. From that perspective these plant-based amalgams aren’t really alternatives they’re simply imitations.”\nGibbons said that 51% of the seafood consumers eat is farmed and about 75% of commercially important marine fish stocks, as stated and monitored by the Food and Agriculture Organization of the United Nations, are fished within biologically sustainable levels.\n“There’s a lot of hyperbole associated with claims about empty oceans and if that’s being used to market imitation products then it’s disingenuous,” Gibbons said.\nThere is one big obstacle that could stand in the way of fake fish: taste.\nWhile 43% of respondents to that Kelton poll said they would consider purchasing alternative seafood in the future and most cited flavor as the most important factor in driving consumption, 38% said they anticipate disliking the taste of alternative fish and 27% said they anticipate disliking the texture. Twenty-seven percent said they have never seen plant-based seafood at a grocery store.\n“First and foremost, consumers are going to purchase alternative seafood if it tastes good,” Azoff said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110597912,"gmtCreate":1622467282336,"gmtModify":1634101282823,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/110597912","repostId":"2139043042","repostType":4,"repost":{"id":"2139043042","kind":"highlight","pubTimestamp":1622465643,"share":"https://www.laohu8.com/m/news/2139043042?lang=&edition=full","pubTime":"2021-05-31 20:54","market":"us","language":"en","title":"Better Buy: Coinbase Stock or Every Nasdaq Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139043042","media":"Motley Fool","summary":"A pure-play crypto stock or the entire tech index? Read more to find out.","content":"<p>In what seems like the early innings of a crypto revolution, many people wonder what's the best way to get exposure to the segment. Buying <b>Bitcoin</b> (CRYPTO:BTC) directly may seem like a hassle to some amid the various decisions -- how to buy it, where to buy it, and how to store it. Buying a proxy company -- a company that's essentially in the business of Bitcoin -- is often seen as a reasonable solution.</p>\n<p>Enter <b>Coinbase</b> (NASDAQ:COIN). The company went public only a few months ago, initially jumping to over $400 a share before plunging down to around $250 where it currently trades. It's worth considering whether Coinbase is a long-term buy and hold or if you're better off simply buying the Nasdaq stock market index as a whole. For simplicity, we'll use the <b>Nasdaq 100 ETF</b> (NASDAQ:QQQ) for comparison in hopes of finding the better buy.</p>\n<h2>A brief look at Coinbase</h2>\n<p>Coinbase occupies a unique position within the cryptocurrency ecosystem: It's a centralized exchange for Bitcoin transactions. While continued adoption of Bitcoin and other cryptos will undoubtedly help drive revenue, Coinbase will make money as long as people are trading -- which tends to happen more when Bitcoin surges. This method of extracting value from the crypto economy makes sense when you consider the stability of its revenue stream, especially if you're bullish on Bitcoin.</p>\n<p>Coinbase is attractive if you want exposure to cryptocurrency without having to buy it directly -- it's seen as a \"proxy bet\" on cryptocurrency. Further, there are still big questions about wallet and password security, and many investors feel more comfortable buying a listed stock than they do buying digital currency.</p>\n<p>But as with any single stock purchase, you'll be exposed to <i>idiosyncratic risk</i>, or company-specific risk. Anything adverse that could happen to Coinbase is your risk to bear -- lawsuits, accounting scandals, currency failures, you name it. Unsystematic risk is something you should definitely consider before buying any individual stock, but particularly <a href=\"https://laohu8.com/S/AONE\">one</a> with a highly speculative future dependent on emerging technology.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce2922a67b338bce7cca59360c150ff5\" tg-width=\"700\" tg-height=\"399\"><span>Image Source: Getty Images.</span></p>\n<h2>The Nasdaq as a whole</h2>\n<p>The Nasdaq exchange has a high concentration of technology stocks and includes Coinbase as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 2,500 stocks in its cap-weighted population.&nbsp; The clear benefit to investing in a Nasdaq-mimicking exchange-traded fund (ETF), like the <b>Invesco QQQ Trust</b>, for example, is that you're investing with far less risk. If something unfortunate happens to one of the portfolio constituents, you're insulated by virtue of holding many other great companies at the same time.</p>\n<p>Let's look at what you get when you invest in the Nasdaq index:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46466f58cfab8acefc0fbfc8a4742b43\" tg-width=\"1153\" tg-height=\"408\"><span>Note: Data current as of May 27, 2021.</span></p>\n<p>While you'll note that the five-year performance numbers of top Nasdaq stocks have been pretty stellar, we aren't interested in past performance when deciding to buy -- we're interested in the potential for <i>consistent future</i> <i>performance</i>. The good news is that many of the same competitive advantages that got these companies to where they are still exist today. By buying the index as a whole, you'll have access to all of the top dogs.</p>\n<h2>The verdict</h2>\n<p>Any time you pit a single stock against an index, almost anyone can make the case that the single stock has greater upside potential because you probably won't see an index double or triple in a single year. Coinbase may very well double its value by 2022, minting new crypto-millionaires.</p>\n<p>But what if that doesn't happen? You need to consider the downside risk present when investing in an innovative technology (like cryptocurrency) that already has significant earnings growth priced in. Given the quality of the companies leading the Nasdaq, it's a more prudent bet to go for the basket of tried-and-true winners as opposed to a potentially volatile wild card.</p>\n<p>With all of that said, a small allocation to Coinbase can make sense if you have interest in the crypto space but don't feel the need or desire to own digital currency directly. For a long-term investor who's serious about keeping their retirement savings, however, the more diversified nature of the Nasdaq index makes it a better buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Coinbase Stock or Every Nasdaq Stock?</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\">\nBetter Buy: Coinbase Stock or Every Nasdaq Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 20:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/31/better-buy-coinbase-stock-or-every-nasdaq-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In what seems like the early innings of a crypto revolution, many people wonder what's the best way to get exposure to the segment. Buying Bitcoin (CRYPTO:BTC) directly may seem like a hassle to some ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/31/better-buy-coinbase-stock-or-every-nasdaq-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","PSQ":"纳指反向ETF","NDAQ":"纳斯达克OMX交易所","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF"},"source_url":"https://www.fool.com/investing/2021/05/31/better-buy-coinbase-stock-or-every-nasdaq-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139043042","content_text":"In what seems like the early innings of a crypto revolution, many people wonder what's the best way to get exposure to the segment. Buying Bitcoin (CRYPTO:BTC) directly may seem like a hassle to some amid the various decisions -- how to buy it, where to buy it, and how to store it. Buying a proxy company -- a company that's essentially in the business of Bitcoin -- is often seen as a reasonable solution.\nEnter Coinbase (NASDAQ:COIN). The company went public only a few months ago, initially jumping to over $400 a share before plunging down to around $250 where it currently trades. It's worth considering whether Coinbase is a long-term buy and hold or if you're better off simply buying the Nasdaq stock market index as a whole. For simplicity, we'll use the Nasdaq 100 ETF (NASDAQ:QQQ) for comparison in hopes of finding the better buy.\nA brief look at Coinbase\nCoinbase occupies a unique position within the cryptocurrency ecosystem: It's a centralized exchange for Bitcoin transactions. While continued adoption of Bitcoin and other cryptos will undoubtedly help drive revenue, Coinbase will make money as long as people are trading -- which tends to happen more when Bitcoin surges. This method of extracting value from the crypto economy makes sense when you consider the stability of its revenue stream, especially if you're bullish on Bitcoin.\nCoinbase is attractive if you want exposure to cryptocurrency without having to buy it directly -- it's seen as a \"proxy bet\" on cryptocurrency. Further, there are still big questions about wallet and password security, and many investors feel more comfortable buying a listed stock than they do buying digital currency.\nBut as with any single stock purchase, you'll be exposed to idiosyncratic risk, or company-specific risk. Anything adverse that could happen to Coinbase is your risk to bear -- lawsuits, accounting scandals, currency failures, you name it. Unsystematic risk is something you should definitely consider before buying any individual stock, but particularly one with a highly speculative future dependent on emerging technology.\nImage Source: Getty Images.\nThe Nasdaq as a whole\nThe Nasdaq exchange has a high concentration of technology stocks and includes Coinbase as one of the 2,500 stocks in its cap-weighted population.  The clear benefit to investing in a Nasdaq-mimicking exchange-traded fund (ETF), like the Invesco QQQ Trust, for example, is that you're investing with far less risk. If something unfortunate happens to one of the portfolio constituents, you're insulated by virtue of holding many other great companies at the same time.\nLet's look at what you get when you invest in the Nasdaq index:\nNote: Data current as of May 27, 2021.\nWhile you'll note that the five-year performance numbers of top Nasdaq stocks have been pretty stellar, we aren't interested in past performance when deciding to buy -- we're interested in the potential for consistent future performance. The good news is that many of the same competitive advantages that got these companies to where they are still exist today. By buying the index as a whole, you'll have access to all of the top dogs.\nThe verdict\nAny time you pit a single stock against an index, almost anyone can make the case that the single stock has greater upside potential because you probably won't see an index double or triple in a single year. Coinbase may very well double its value by 2022, minting new crypto-millionaires.\nBut what if that doesn't happen? You need to consider the downside risk present when investing in an innovative technology (like cryptocurrency) that already has significant earnings growth priced in. Given the quality of the companies leading the Nasdaq, it's a more prudent bet to go for the basket of tried-and-true winners as opposed to a potentially volatile wild card.\nWith all of that said, a small allocation to Coinbase can make sense if you have interest in the crypto space but don't feel the need or desire to own digital currency directly. For a long-term investor who's serious about keeping their retirement savings, however, the more diversified nature of the Nasdaq index makes it a better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809754148,"gmtCreate":1627394266284,"gmtModify":1631893822290,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809754148","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173360917,"gmtCreate":1626617678539,"gmtModify":1633925469956,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173360917","repostId":"1156209584","repostType":4,"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164607834,"gmtCreate":1624197762628,"gmtModify":1634009580442,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164607834","repostId":"1133385197","repostType":4,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116516186,"gmtCreate":1622811329945,"gmtModify":1634097797334,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please. Thanks!","listText":"Like and comment please. Thanks!","text":"Like and comment please. Thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/116516186","repostId":"1122373606","repostType":4,"repost":{"id":"1122373606","kind":"news","pubTimestamp":1622793373,"share":"https://www.laohu8.com/m/news/1122373606?lang=&edition=full","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li>\n <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li>\n <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p>\n<p><b>Apple Stock Price</b></p>\n<p>Over the last decade, Apple Inc. has been a great investment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p>\n<p><b>Where Will Apple Stock Be In 10 Years</b></p>\n<p>Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p>\n<p>To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p>\n<p><b>Apple's business growth</b></p>\n<p>Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p>\n<p>On the back of price increases for its products and the potential for market share gains in&nbsp;high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p>\n<p><b>Apple's shareholder returns</b></p>\n<p>Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p>\n<p>This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p>\n<p><b>Apple's future valuation</b></p>\n<p>AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p>\n<p><b>Is AAPL A Buy Or Sell Now</b></p>\n<p>Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p>\n<p>AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p>\n<p>Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</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>Where Will Apple Stock Be In 10 Years? What To Consider</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432703-apple-stock-in-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102537359,"gmtCreate":1620223366971,"gmtModify":1634206864663,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Jia you!!&nbsp;","listText":"Jia you!!&nbsp;","text":"Jia you!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/102537359","repostId":"1115822888","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109594513,"gmtCreate":1619704125332,"gmtModify":1631886537879,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>:((","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>:((","text":"$Skillz Inc(SKLZ)$:((","images":[{"img":"https://static.tigerbbs.com/e26684583c9300d498ac82679a3c8cbd","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/109594513","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117426424,"gmtCreate":1623158497868,"gmtModify":1634036351963,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please :)","listText":"Like and comment please :)","text":"Like and comment please :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/117426424","repostId":"1134112696","repostType":4,"repost":{"id":"1134112696","kind":"news","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":1623153084,"share":"https://www.laohu8.com/m/news/1134112696?lang=&edition=full","pubTime":"2021-06-08 19:51","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1134112696","media":"Tiger Newspress","summary":"(June 8) U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the o","content":"<p>(June 8)&nbsp;U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the opening bell as investors awaited data on the scale of the trade deficit.</p><p>Futures tied to the broad S&amp;P 500 index wavered between gains and losses. Dow Jones Industrial Average futures ticked 0.2% lower. On Monday,the blue-chip index briefly climbed into record territorybefore ending the session down 0.4%. Nasdaq-100 futures edged up 0.2%, pointing to subdued gains for technology stocks.</p><p>At 7:52 a.m. ET, Dow e-minis were down 18 points, or 0.05%, S&amp;P 500 e-minis were up 5.25 points, or 0.12%, and Nasdaq 100 e-minis were up 56.25 points, or 0.41%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34abbee54469fe0e570dce762d9a8f6a\" tg-width=\"1242\" tg-height=\"528\"><span>At 7:52 a.m. ET</span></p><p>Stocks have been range bound in recent sessions, with indexes hovering close to record levels due to a rapidly rebounding U.S. economy and significant levels of support from Washington and the Federal Reserve. The market’s moves in recent weeks have moderated amidinflation concerns. Investors say they are settling in for a period of choppy trading while they await fresh clues on whether a sharp rise in consumer prices will prove to be fleeting.</p><p><b>U.S. trade deficit narrows to $68.9 billion in April from record $75 billion in prior month.</b></p><p><b>Stock-index futures remain flat to slightly higher after trade data.</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f387907a1739ecc654e10c7d6dc8135\" tg-width=\"1242\" tg-height=\"510\"><span>At 8:33 a.m. ET</span></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>1)&nbsp;Stitch Fix(SFIX)</b> – Stitch Fix lost 18 cents per share for its first quarter, smaller than the 27 cents a share loss that analysts were anticipating. The online clothing styling company's revenue came in above estimates. Stitch Fix also issued an upbeat forecast, amid 20% growth in its active client base compared to a year ago. Shares soared 14.8% in premarket action.</p><p><b>2)&nbsp;Contango Oil &amp; Gas(MCF) </b>– The energy producer agreed to combine withKKR's(KKR) Independence Energy business in an all-stock deal. The combined company will have an initial market capitalization of about $4.8 billion. Contango shares jumped 10.3% in premarket trading.</p><p><b>3)&nbsp;Coupa Software(COUP) </b>– Coupa reported quarterly earnings of 7 cents per share, compared to Wall Street forecasts for a 19 cents per share loss. Revenue beat estimates, and the financial software company also issued an upbeat outlook. Despite the upbeat numbers, Coupa shares tumbled 9.2% in premarket trading.</p><p><b>4)&nbsp;Thor Industries(THO)</b> – The recreational vehicle maker's shares jumped 3.4% in the premarket after it beat estimates on both the top and bottom lines for its fiscal third quarter. Sales more than doubled compared to a year ago, and the company said it sees no signs of demand slowing.</p><p><b>5)&nbsp;Chico’s FAS(CHS) </b>– Chico’s surged 6.6% in the premarket after the apparel retailer said it was taking all appropriate steps to improve performance and increase shareholder value. The statement was in response to a letter sent to management by activist investor Barington Capital. Separately, Chico’s reported quarterly earnings and sales that topped Wall Street forecasts.</p><p><b>6)&nbsp;Fastly(FSLY)</b> – The cloud computing company’s shares fell 1.7% in the premarket, but came off earlier lows stemming froman internet outageimpacting Fastly-backed websites. Shortly after the outage hit, Fastly said it had identified the issue and that a fix was being implemented.</p><p><b>7)&nbsp;Tesla(TSLA) </b>– The automaker delivered 33,463 China-made vehicles in that market in May, up 29% from April when production was impacted by a maintenance shutdown. Tesla rose 3% in the premarket.</p><p><b>8)&nbsp;AMC Entertainment(AMC)</b> – AMC insiders have been selling shares amid a social media-fueled rally in the movie theater operator’s stock. According to a study of insider filings done by analytics firm InsiderScore, seven AMC insiders have sold parts of their stakes since May 28, among nine who have executed sales this quarter though CEO Adam Aron is not among them. There were no AMC insider sales in 2020. AMC added 4.3% in the premarket.</p><p><b>9)&nbsp;Marvell Technology(MRVL)</b> – Marvell shares jumped 5.5% in premarket trading after it beat Wall Street estimates on both the top and bottom lines for its first quarter. The chip maker also expects its current-quarter revenue will surpass $1 billion for the first time.</p><p><b>10)&nbsp;Keurig Dr Pepper(KDP) </b>– The beverage company’s stock lost 3.6% in the premarket after it announced a secondary offering of 28 million common stock shares, to be sold on behalf of food producer and Keurig Dr Pepper shareholderMondelez(MDLZ). Keurig Dr Pepper will not receive any proceeds from the offering.</p><p><b>11)&nbsp;Vail Resorts(MTN) </b>– Vail Resorts beat estimates by 18 cents a share, with quarterly profit of $6.72 per share. The resort operator also saw revenue top forecasts. Vail said pass sales were up 50% by units and 33% by dollars compared to pre-pandemic results in 2019, as the company slashed season pass sale prices by 20%.</p><p><b>12)&nbsp;Etsy(ETSY)</b> – Etsy announced a private offering of $1 billion in convertible senior notes, with the online crafts marketplace planning to use the proceeds to fund stock buybacks and for general corporate purposes. Etsy fell 1.9% in premarket trading.</p><p><b>Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.</b></p><p>The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.</p><p>With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.</p><p>They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides our<b>call of the day</b>.</p><p>Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.</p><p>For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:</p><p></p><p><img src=\"https://static.tigerbbs.com/96c7d981e160fe9dea266dbe88c5eb97\" tg-width=\"1259\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p>So should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.</p><p>Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”</p><p></p><p><img src=\"https://static.tigerbbs.com/58ad9970b8d52f5524ef4da54113986a\" tg-width=\"1260\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/13d5f3bc8075fad7b17676c51ffadaed\" tg-width=\"1259\" tg-height=\"929\" referrerpolicy=\"no-referrer\"></p><p>The Leuthold Group</p><p></p><p>And the strategist is among those who do indeed see yields rising.</p><p>“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.</p><p>He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\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\">2021-06-08 19:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 8)&nbsp;U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the opening bell as investors awaited data on the scale of the trade deficit.</p><p>Futures tied to the broad S&amp;P 500 index wavered between gains and losses. Dow Jones Industrial Average futures ticked 0.2% lower. On Monday,the blue-chip index briefly climbed into record territorybefore ending the session down 0.4%. Nasdaq-100 futures edged up 0.2%, pointing to subdued gains for technology stocks.</p><p>At 7:52 a.m. ET, Dow e-minis were down 18 points, or 0.05%, S&amp;P 500 e-minis were up 5.25 points, or 0.12%, and Nasdaq 100 e-minis were up 56.25 points, or 0.41%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34abbee54469fe0e570dce762d9a8f6a\" tg-width=\"1242\" tg-height=\"528\"><span>At 7:52 a.m. ET</span></p><p>Stocks have been range bound in recent sessions, with indexes hovering close to record levels due to a rapidly rebounding U.S. economy and significant levels of support from Washington and the Federal Reserve. The market’s moves in recent weeks have moderated amidinflation concerns. Investors say they are settling in for a period of choppy trading while they await fresh clues on whether a sharp rise in consumer prices will prove to be fleeting.</p><p><b>U.S. trade deficit narrows to $68.9 billion in April from record $75 billion in prior month.</b></p><p><b>Stock-index futures remain flat to slightly higher after trade data.</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f387907a1739ecc654e10c7d6dc8135\" tg-width=\"1242\" tg-height=\"510\"><span>At 8:33 a.m. ET</span></p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><b>1)&nbsp;Stitch Fix(SFIX)</b> – Stitch Fix lost 18 cents per share for its first quarter, smaller than the 27 cents a share loss that analysts were anticipating. The online clothing styling company's revenue came in above estimates. Stitch Fix also issued an upbeat forecast, amid 20% growth in its active client base compared to a year ago. Shares soared 14.8% in premarket action.</p><p><b>2)&nbsp;Contango Oil &amp; Gas(MCF) </b>– The energy producer agreed to combine withKKR's(KKR) Independence Energy business in an all-stock deal. The combined company will have an initial market capitalization of about $4.8 billion. Contango shares jumped 10.3% in premarket trading.</p><p><b>3)&nbsp;Coupa Software(COUP) </b>– Coupa reported quarterly earnings of 7 cents per share, compared to Wall Street forecasts for a 19 cents per share loss. Revenue beat estimates, and the financial software company also issued an upbeat outlook. Despite the upbeat numbers, Coupa shares tumbled 9.2% in premarket trading.</p><p><b>4)&nbsp;Thor Industries(THO)</b> – The recreational vehicle maker's shares jumped 3.4% in the premarket after it beat estimates on both the top and bottom lines for its fiscal third quarter. Sales more than doubled compared to a year ago, and the company said it sees no signs of demand slowing.</p><p><b>5)&nbsp;Chico’s FAS(CHS) </b>– Chico’s surged 6.6% in the premarket after the apparel retailer said it was taking all appropriate steps to improve performance and increase shareholder value. The statement was in response to a letter sent to management by activist investor Barington Capital. Separately, Chico’s reported quarterly earnings and sales that topped Wall Street forecasts.</p><p><b>6)&nbsp;Fastly(FSLY)</b> – The cloud computing company’s shares fell 1.7% in the premarket, but came off earlier lows stemming froman internet outageimpacting Fastly-backed websites. Shortly after the outage hit, Fastly said it had identified the issue and that a fix was being implemented.</p><p><b>7)&nbsp;Tesla(TSLA) </b>– The automaker delivered 33,463 China-made vehicles in that market in May, up 29% from April when production was impacted by a maintenance shutdown. Tesla rose 3% in the premarket.</p><p><b>8)&nbsp;AMC Entertainment(AMC)</b> – AMC insiders have been selling shares amid a social media-fueled rally in the movie theater operator’s stock. According to a study of insider filings done by analytics firm InsiderScore, seven AMC insiders have sold parts of their stakes since May 28, among nine who have executed sales this quarter though CEO Adam Aron is not among them. There were no AMC insider sales in 2020. AMC added 4.3% in the premarket.</p><p><b>9)&nbsp;Marvell Technology(MRVL)</b> – Marvell shares jumped 5.5% in premarket trading after it beat Wall Street estimates on both the top and bottom lines for its first quarter. The chip maker also expects its current-quarter revenue will surpass $1 billion for the first time.</p><p><b>10)&nbsp;Keurig Dr Pepper(KDP) </b>– The beverage company’s stock lost 3.6% in the premarket after it announced a secondary offering of 28 million common stock shares, to be sold on behalf of food producer and Keurig Dr Pepper shareholderMondelez(MDLZ). Keurig Dr Pepper will not receive any proceeds from the offering.</p><p><b>11)&nbsp;Vail Resorts(MTN) </b>– Vail Resorts beat estimates by 18 cents a share, with quarterly profit of $6.72 per share. The resort operator also saw revenue top forecasts. Vail said pass sales were up 50% by units and 33% by dollars compared to pre-pandemic results in 2019, as the company slashed season pass sale prices by 20%.</p><p><b>12)&nbsp;Etsy(ETSY)</b> – Etsy announced a private offering of $1 billion in convertible senior notes, with the online crafts marketplace planning to use the proceeds to fund stock buybacks and for general corporate purposes. Etsy fell 1.9% in premarket trading.</p><p><b>Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.</b></p><p>The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.</p><p>With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.</p><p>They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides our<b>call of the day</b>.</p><p>Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.</p><p>For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:</p><p></p><p><img src=\"https://static.tigerbbs.com/96c7d981e160fe9dea266dbe88c5eb97\" tg-width=\"1259\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p>So should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.</p><p>Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”</p><p></p><p><img src=\"https://static.tigerbbs.com/58ad9970b8d52f5524ef4da54113986a\" tg-width=\"1260\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p><p><i>The Leuthold Group</i></p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/13d5f3bc8075fad7b17676c51ffadaed\" tg-width=\"1259\" tg-height=\"929\" referrerpolicy=\"no-referrer\"></p><p>The Leuthold Group</p><p></p><p>And the strategist is among those who do indeed see yields rising.</p><p>“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.</p><p>He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134112696","content_text":"(June 8) U.S. stock futures were mixed Tuesday, putting the Dow on course for a tepid slide at the opening bell as investors awaited data on the scale of the trade deficit.Futures tied to the broad S&P 500 index wavered between gains and losses. Dow Jones Industrial Average futures ticked 0.2% lower. On Monday,the blue-chip index briefly climbed into record territorybefore ending the session down 0.4%. Nasdaq-100 futures edged up 0.2%, pointing to subdued gains for technology stocks.At 7:52 a.m. ET, Dow e-minis were down 18 points, or 0.05%, S&P 500 e-minis were up 5.25 points, or 0.12%, and Nasdaq 100 e-minis were up 56.25 points, or 0.41%.At 7:52 a.m. ETStocks have been range bound in recent sessions, with indexes hovering close to record levels due to a rapidly rebounding U.S. economy and significant levels of support from Washington and the Federal Reserve. The market’s moves in recent weeks have moderated amidinflation concerns. Investors say they are settling in for a period of choppy trading while they await fresh clues on whether a sharp rise in consumer prices will prove to be fleeting.U.S. trade deficit narrows to $68.9 billion in April from record $75 billion in prior month.Stock-index futures remain flat to slightly higher after trade data.At 8:33 a.m. ETStocks making the biggest moves in the premarket:1) Stitch Fix(SFIX) – Stitch Fix lost 18 cents per share for its first quarter, smaller than the 27 cents a share loss that analysts were anticipating. The online clothing styling company's revenue came in above estimates. Stitch Fix also issued an upbeat forecast, amid 20% growth in its active client base compared to a year ago. Shares soared 14.8% in premarket action.2) Contango Oil & Gas(MCF) – The energy producer agreed to combine withKKR's(KKR) Independence Energy business in an all-stock deal. The combined company will have an initial market capitalization of about $4.8 billion. Contango shares jumped 10.3% in premarket trading.3) Coupa Software(COUP) – Coupa reported quarterly earnings of 7 cents per share, compared to Wall Street forecasts for a 19 cents per share loss. Revenue beat estimates, and the financial software company also issued an upbeat outlook. Despite the upbeat numbers, Coupa shares tumbled 9.2% in premarket trading.4) Thor Industries(THO) – The recreational vehicle maker's shares jumped 3.4% in the premarket after it beat estimates on both the top and bottom lines for its fiscal third quarter. Sales more than doubled compared to a year ago, and the company said it sees no signs of demand slowing.5) Chico’s FAS(CHS) – Chico’s surged 6.6% in the premarket after the apparel retailer said it was taking all appropriate steps to improve performance and increase shareholder value. The statement was in response to a letter sent to management by activist investor Barington Capital. Separately, Chico’s reported quarterly earnings and sales that topped Wall Street forecasts.6) Fastly(FSLY) – The cloud computing company’s shares fell 1.7% in the premarket, but came off earlier lows stemming froman internet outageimpacting Fastly-backed websites. Shortly after the outage hit, Fastly said it had identified the issue and that a fix was being implemented.7) Tesla(TSLA) – The automaker delivered 33,463 China-made vehicles in that market in May, up 29% from April when production was impacted by a maintenance shutdown. Tesla rose 3% in the premarket.8) AMC Entertainment(AMC) – AMC insiders have been selling shares amid a social media-fueled rally in the movie theater operator’s stock. According to a study of insider filings done by analytics firm InsiderScore, seven AMC insiders have sold parts of their stakes since May 28, among nine who have executed sales this quarter though CEO Adam Aron is not among them. There were no AMC insider sales in 2020. AMC added 4.3% in the premarket.9) Marvell Technology(MRVL) – Marvell shares jumped 5.5% in premarket trading after it beat Wall Street estimates on both the top and bottom lines for its first quarter. The chip maker also expects its current-quarter revenue will surpass $1 billion for the first time.10) Keurig Dr Pepper(KDP) – The beverage company’s stock lost 3.6% in the premarket after it announced a secondary offering of 28 million common stock shares, to be sold on behalf of food producer and Keurig Dr Pepper shareholderMondelez(MDLZ). Keurig Dr Pepper will not receive any proceeds from the offering.11) Vail Resorts(MTN) – Vail Resorts beat estimates by 18 cents a share, with quarterly profit of $6.72 per share. The resort operator also saw revenue top forecasts. Vail said pass sales were up 50% by units and 33% by dollars compared to pre-pandemic results in 2019, as the company slashed season pass sale prices by 20%.12) Etsy(ETSY) – Etsy announced a private offering of $1 billion in convertible senior notes, with the online crafts marketplace planning to use the proceeds to fund stock buybacks and for general corporate purposes. Etsy fell 1.9% in premarket trading.Since 2008, this has been the biggest signal for stock direction. Here’s where it’s telling investors to go now.The summer lull is real for investors right now, as stock catalysts seem few and far between. Thursday’s update on consumer prices could bring the next one, after May dataspooked markets last month.With equitiesSPX,-0.08%hovering at record highs amid a mind-blowing recovery from the COVID-19 pandemic slump, investors want to know when and how central banks will start responding to signs of surging global inflation. And as not all stocks are built alike for different stages of a recovery, many rightly want to know if they are betting on the right ones.They should start by keeping an eye on what has been the most reliable indicator for stock direction since 2008 — the 10-year bond yieldTMUBMUSD10Y,1.541%,according to The Leuthold Group’s chief investment strategist, Jim Paulsen, who provides ourcall of the day.Since the 2008-09 financial crisis, “the bond market has been determining, or at least coincidentally signaling” which groups of stocks will be the winners and losers, he told clients in a note. That has been particularly true for several popular themes including cyclicals, growth investing, small-caps, etc.For example, via the below charts he showed how defensive sectors, such as utilities and staples or low-volatility investments, only do well when bond yields are headed lower:The Leuthold GroupSo should the yield on the 10-year, currently hovering at 1.561%, make another run at 2%, that group is likely to underperform, he said. But if the economy is headed for overheat pressures and yields are set to rise, history has shown the most volatile stocks are often winner, he added.Paulsen pointed to the below charts of small-cap stocks, cyclical sectors and emerging markets that are “often the winners during periods in which rising yields cause stock market mayhem.”The Leuthold GroupThe Leuthold GroupAnd the strategist is among those who do indeed see yields rising.“The recent pause in the 10-year yield despite escalating inflation expectations has been puzzling. Moreover, if yields continue to trend sideways or retrace part of their recent advance, defensive investments, including growth stocks, will likely be stock market leaders,” wrote Paulsen.He expects another leg higher for that yield, pushing it above 2%, likely by the end of 2021. And that means “stock investors should heed the bond market’s message and drive a few of those fast ‘cyclical’ stock cars!”","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104626220,"gmtCreate":1620387009560,"gmtModify":1634205608576,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/104626220","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohu8.com/m/news/1157328258?lang=&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","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>Amazon: The Most Clearly Undervalued Company</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\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102535669,"gmtCreate":1620223329051,"gmtModify":1634206865836,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please! :)","listText":"Like and comment please! :)","text":"Like and comment please! :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/102535669","repostId":"1177803248","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897006302,"gmtCreate":1628861712206,"gmtModify":1631890090571,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897006302","repostId":"1121308321","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806838011,"gmtCreate":1627647427333,"gmtModify":1631890090602,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579319144921544","authorIdStr":"3579319144921544"},"themes":[],"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806838011","repostId":"1161272388","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}