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2022-01-07

Well said but Cathie just bought

Let's Wait A Little More Before Buying Palantir

2021-12-31

please go down more👍

Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues

2021-08-18

naise, please comment, thanks

Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios

2021-08-16

oh c'mon.. just buy Tesla

Ford counterattacks in 'cruise' dispute with GM

2021-07-13

Cool, please like and comment👍✌️

How earnings season is likely to play out in the coming weeks and its impact on the stock market

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In the future, the one that can harness this data will be miles ahead of their competitors, so the ability to process this massive data is expected to be extremely valuable.</p><p>Palantir (PLTR) is a company building &#34;software that empowers organizations to effectively integrate their data, decisions, and operations,&#34; or in other words, Plantar is the company that is at the forefront of harnessing the power of data to solve enterprise-level extremely complex problems. Thus, being a leader in this industry makes the company&#39;s fundamentals and vision extremely attractive; however, I believe it is better for investors to wait for the time being before investing in Palantir. The economic policies and the market sentiments are moving away from the expansionary policy potentially opening up the possibility for further consolidation in Palantir stocks. Further, the massive amounts of stock-based compensation (SBC) that the company is justifying are unfriendly to shareholders. I think it is better for either the company to reduce SBC or wait until the revenue growth makes SBC a smaller part of the overall revenue.</p><p><b>Fundamentals</b></p><p>Before talking about the absurd valuation and the SBC, I would like to point out the marvelous business that Palantir has briefly pointed out that the only problem that the company or the stock has is its SBC and valuation.</p><p>Palantir&#39;s business is beautiful; it can be applied to governments and commercial customers in any industry. The company has the National Institute of Health, Department of Veteran Affairs, Army, Air Force, and etc., as its government customers who utilize Palantir&#39;s software to tackle everything from defense and intelligence gathering to improving veteran patient cares. Further, Palantir&#39;s commercial software applications are as flexible as the government business. The company has numerous enterprises as its customers including L3Harris (LHX), Airbus (OTCPK:EADSF), Ferrari (RACE), Rio Tinto (RIO), and etc. improving everything from manufacturing to mining. This alone shows investors the power of harnessing the data and the opportunity Palantir has moving forward into the future.</p><p>As a result of such a promising and dynamic product, the company&#39;s operational growth and financial health have been firing on all cylinders.In 2021Q3, Palantir reported revenue of $392 million, which was 36% growth year-over-year while the customer count grew even faster at 46%. I believe customer growth promises future revenue growth because it takes months to years for revenue to meaningfully materialize, so the fact that the customer growth grew even faster than the revenue growth was significant. Further, adjusted free cash flow turned positive to $119 million compared to -$53 million 2020Q3. The adjusted operating margins continued to be at 30% while the adjusted gross margin was at an impressive 82%. The company, in simple words, is showing growth and improving operations.</p><p><b>Stock-Based Compensation</b></p><p>Despite the promising fundamental thesis and top-line growth that the company has been showing, I do not believe Palantir stock is a buy at the moment because of massive SBC. The company has been massively diluting its shareholder base through absurd SBC citing that they need to attract talent, which may be true to some extent. As the chart below shows, since the IPO on September 30th, 2020, the company&#39;s outstanding shares increased from about 900 million to 1.964 billion, which is over 100% dilution. When calculating the dilution from the start of 2021 at 1.8 billion shares, the company has diluted shareholders by 10% in 2021 alone. I think this is simply absurd and shows the unfriendly attitude of the management towards its shareholder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d58178a2c717516f346622b9a5d70a\" tg-width=\"635\" tg-height=\"435\" width=\"100%\" height=\"auto\"/><span>Data by YCharts.Chart created by author using YCharts from Seeking Alpha</span></p><p>To better understand how serious the dilution or the SBC is, I created a chart below showing the stock-based compensation data throughout 2021. As you can see in the chart below, SBC consistently represented over 50% of the company&#39;s revenue. It is the biggest cost for the company, and it has been the reason why the company has been reporting a net loss.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eef22cb497a81858cdd2c8d65756280\" tg-width=\"915\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Chart created by author using Source 1, Source 2, and Source 3</span></p><p>SBC is a great way to reward employees and attract talent in the market. However, Palantir, in my opinion, has been degrading shareholder value due to excessive SBC. Thus, until either the SBC shows a decreasing trend or the SBC becomes irrelevantly small in comparison to the revenue, I believe investors should think twice before investing in Palantir.</p><p><b>Financials and Valuation</b></p><p>Unlike valuations, I believe the financial health of Palantir&#39;s balance sheet is great. The company currently has about $2.3 billion in cash with about $3.2 billion in total assets while the total liability stood at only $987 million putting total liability to asset ratio (L/A) at 43%. Further, because the company generated about $240 million during operation with negligible long-term debt, I believe the financial situation of Palantir is great.</p><p>On the other hand, Palantir&#39;s valuation is slightly questionable. The company has a market capitalization of about $37 billion dollars today. The company has a high price to sales ratio of about 28 with an expected forward price to earnings ratio of about 120. It is true that the company&#39;s business is high margin and crucial, but considering the SBC and today&#39;s economic conditions, I believe this valuation may be too high. Unlike in most of 2020 and 2021, the Federal Reserve is ending the expansionary policy. Instead, they are expecting to finish tapering by March of 2022 and raise rates possible in March, which will effectively raise long-term treasury rates and decrease the investment in the stock market. Therefore, a higher valuation might have been justified in the previous 2 years, but going into 2022, I believe a higher valuation may result in either contraction or range-bound trading for the time being.</p><p><b>Summary</b></p><p>Palantir is a unique company and a perfect example of a great company but a bad stock. I truly believe in the power and the potential of Palantir&#39;s software. It can be applied in almost any industry from healthcare to defense to manufacturing. However, the company&#39;s excessive stock-based compensation and valuation hesitate me. The company has been justifying its high stock-based compensation without showing signs of stopping, and I believe this is just taking advantage of its shareholders by diluting their value. Therefore, I believe it is better to wait until stock-based compensation is either showing a decreasing trend or becoming a smaller portion of the revenue due to Palantir&#39;s continued growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Let's Wait A Little More Before Buying Palantir</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\">\nLet's Wait A Little More Before Buying Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 14:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478236-palantir-wait-before-buying-pltr-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has immense opportunity as the world seeks to harness the power of the data.The company has great software that delivers a sticky product, high margin, and a near-ubiquitous ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478236-palantir-wait-before-buying-pltr-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4478236-palantir-wait-before-buying-pltr-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198431360","content_text":"SummaryPalantir has immense opportunity as the world seeks to harness the power of the data.The company has great software that delivers a sticky product, high margin, and a near-ubiquitous application to its service.However, due to the absurd stock-based compensation and a high valuation, I believe it is better to wait a little more before buying Palantir.Michael Vi/iStock Editorial via Getty ImagesIntroduction and ThesisOur future is inevitably data.Since the age of the internet, digitalization in all aspects of our society has been ongoing creating massive amounts of data. In the future, the one that can harness this data will be miles ahead of their competitors, so the ability to process this massive data is expected to be extremely valuable.Palantir (PLTR) is a company building \"software that empowers organizations to effectively integrate their data, decisions, and operations,\" or in other words, Plantar is the company that is at the forefront of harnessing the power of data to solve enterprise-level extremely complex problems. Thus, being a leader in this industry makes the company's fundamentals and vision extremely attractive; however, I believe it is better for investors to wait for the time being before investing in Palantir. The economic policies and the market sentiments are moving away from the expansionary policy potentially opening up the possibility for further consolidation in Palantir stocks. Further, the massive amounts of stock-based compensation (SBC) that the company is justifying are unfriendly to shareholders. I think it is better for either the company to reduce SBC or wait until the revenue growth makes SBC a smaller part of the overall revenue.FundamentalsBefore talking about the absurd valuation and the SBC, I would like to point out the marvelous business that Palantir has briefly pointed out that the only problem that the company or the stock has is its SBC and valuation.Palantir's business is beautiful; it can be applied to governments and commercial customers in any industry. The company has the National Institute of Health, Department of Veteran Affairs, Army, Air Force, and etc., as its government customers who utilize Palantir's software to tackle everything from defense and intelligence gathering to improving veteran patient cares. Further, Palantir's commercial software applications are as flexible as the government business. The company has numerous enterprises as its customers including L3Harris (LHX), Airbus (OTCPK:EADSF), Ferrari (RACE), Rio Tinto (RIO), and etc. improving everything from manufacturing to mining. This alone shows investors the power of harnessing the data and the opportunity Palantir has moving forward into the future.As a result of such a promising and dynamic product, the company's operational growth and financial health have been firing on all cylinders.In 2021Q3, Palantir reported revenue of $392 million, which was 36% growth year-over-year while the customer count grew even faster at 46%. I believe customer growth promises future revenue growth because it takes months to years for revenue to meaningfully materialize, so the fact that the customer growth grew even faster than the revenue growth was significant. Further, adjusted free cash flow turned positive to $119 million compared to -$53 million 2020Q3. The adjusted operating margins continued to be at 30% while the adjusted gross margin was at an impressive 82%. The company, in simple words, is showing growth and improving operations.Stock-Based CompensationDespite the promising fundamental thesis and top-line growth that the company has been showing, I do not believe Palantir stock is a buy at the moment because of massive SBC. The company has been massively diluting its shareholder base through absurd SBC citing that they need to attract talent, which may be true to some extent. As the chart below shows, since the IPO on September 30th, 2020, the company's outstanding shares increased from about 900 million to 1.964 billion, which is over 100% dilution. When calculating the dilution from the start of 2021 at 1.8 billion shares, the company has diluted shareholders by 10% in 2021 alone. I think this is simply absurd and shows the unfriendly attitude of the management towards its shareholder.Data by YCharts.Chart created by author using YCharts from Seeking AlphaTo better understand how serious the dilution or the SBC is, I created a chart below showing the stock-based compensation data throughout 2021. As you can see in the chart below, SBC consistently represented over 50% of the company's revenue. It is the biggest cost for the company, and it has been the reason why the company has been reporting a net loss.Chart created by author using Source 1, Source 2, and Source 3SBC is a great way to reward employees and attract talent in the market. However, Palantir, in my opinion, has been degrading shareholder value due to excessive SBC. Thus, until either the SBC shows a decreasing trend or the SBC becomes irrelevantly small in comparison to the revenue, I believe investors should think twice before investing in Palantir.Financials and ValuationUnlike valuations, I believe the financial health of Palantir's balance sheet is great. The company currently has about $2.3 billion in cash with about $3.2 billion in total assets while the total liability stood at only $987 million putting total liability to asset ratio (L/A) at 43%. Further, because the company generated about $240 million during operation with negligible long-term debt, I believe the financial situation of Palantir is great.On the other hand, Palantir's valuation is slightly questionable. The company has a market capitalization of about $37 billion dollars today. The company has a high price to sales ratio of about 28 with an expected forward price to earnings ratio of about 120. It is true that the company's business is high margin and crucial, but considering the SBC and today's economic conditions, I believe this valuation may be too high. Unlike in most of 2020 and 2021, the Federal Reserve is ending the expansionary policy. Instead, they are expecting to finish tapering by March of 2022 and raise rates possible in March, which will effectively raise long-term treasury rates and decrease the investment in the stock market. Therefore, a higher valuation might have been justified in the previous 2 years, but going into 2022, I believe a higher valuation may result in either contraction or range-bound trading for the time being.SummaryPalantir is a unique company and a perfect example of a great company but a bad stock. I truly believe in the power and the potential of Palantir's software. It can be applied in almost any industry from healthcare to defense to manufacturing. However, the company's excessive stock-based compensation and valuation hesitate me. The company has been justifying its high stock-based compensation without showing signs of stopping, and I believe this is just taking advantage of its shareholders by diluting their value. Therefore, I believe it is better to wait until stock-based compensation is either showing a decreasing trend or becoming a smaller portion of the revenue due to Palantir's continued growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692685486,"gmtCreate":1640941910878,"gmtModify":1640941910878,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"please go down more👍","listText":"please go down more👍","text":"please go down more👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692685486","repostId":"1138638823","repostType":2,"repost":{"id":"1138638823","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":1640941436,"share":"https://www.laohu8.com/m/news/1138638823?lang=&edition=full","pubTime":"2021-12-31 17:03","market":"us","language":"en","title":"Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1138638823","media":"Tiger Newspress","summary":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,","content":"<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues</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\">\nTesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues\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\">2021-12-31 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138638823","content_text":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver's line of sight, increasing the risk of collision accidents and potential safety hazards.Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver's field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833759424,"gmtCreate":1629266386868,"gmtModify":1633686092225,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"naise, please comment, thanks","listText":"naise, please comment, thanks","text":"naise, please comment, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/833759424","repostId":"1137059057","repostType":4,"repost":{"id":"1137059057","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629250470,"share":"https://www.laohu8.com/m/news/1137059057?lang=&edition=full","pubTime":"2021-08-18 09:34","market":"us","language":"en","title":"Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059057","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stoc","content":"<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</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>Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</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\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-18 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","BRK.A":"伯克希尔",".DJI":"道琼斯","BABA":"阿里巴巴","BRK.B":"伯克希尔B","ABNB":"爱彼迎","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839160854,"gmtCreate":1629127115778,"gmtModify":1633687183162,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"oh c'mon.. just buy Tesla","listText":"oh c'mon.. just buy Tesla","text":"oh c'mon.. just buy Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839160854","repostId":"2159216739","repostType":2,"repost":{"id":"2159216739","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628901211,"share":"https://www.laohu8.com/m/news/2159216739?lang=&edition=full","pubTime":"2021-08-14 08:33","market":"us","language":"en","title":"Ford counterattacks in 'cruise' dispute with GM","url":"https://stock-news.laohu8.com/highlight/detail?id=2159216739","media":"Reuters","summary":"DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to ","content":"<p>DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to rescind trademarks obtained by rival General Motors Co for the terms \"Cruise\" and \"Super Cruise,\" escalating a brawl GM began by suing Ford over its use of \"Blue Cruise\" for an automated driving system.</p>\n<p>The legal fight between the two Detroit automakers turns on whether \"cruise\" is a generic term for technology that allows the car to take over some share of driving tasks from a human motorist.</p>\n<p>The clash underscores the intensity of competition among established automakers to be seen as leaders in automated driving technology, competitive with Silicon Valley rivals Tesla Inc, Alphabet Inc 's Waymo unit and others.</p>\n<p>GM filed a federal suit against Ford&nbsp;on July 24, accusing Ford of violating GM trademarks by using the name \"Blue Cruise\" for a system that enables hands-free driving.</p>\n<p>GM had previously trademarked \"Super Cruise\" for its hands-free, partially automated driving technology. It also has trademarked \"Cruise,\" the name of its robo-taxi unit in San Francisco.</p>\n<p>Ford reiterated on Friday its position that GM's suit is frivolous. The effort to nullify GM's trademarks for the use of the word \"cruise\" takes the fight to a new level.</p>\n<p>\"To defend itself, Ford has no choice but to ask the U.S. Patent and Trademark Office to rescind both of GM’s “Cruise” and “Super Cruise” trademark registrations that should have never been registered in the first place,\" Ford said. \"Any number of companies use the word 'cruise' in connection with driver assist technology.\"</p>\n<p>Among the examples Ford cited: \"Predictive Cruise,\" marketed by Mack Trucks; \"Smart Cruise Control\" marketed by Hyundai Motor Co , and Autocruise, used by auto supplier ZF Friedrichshafen AG.</p>\n<p>GM said Friday that Super Cruise \"has had a well established commercial presence since 2017,\" and added in a statement that the company \"remains committed to vigorously defending our brands and protecting the equity our products and technology have earned over several years in the market and that won’t change.\"</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>Ford counterattacks in 'cruise' dispute with GM</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\">\nFord counterattacks in 'cruise' dispute with GM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-14 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to rescind trademarks obtained by rival General Motors Co for the terms \"Cruise\" and \"Super Cruise,\" escalating a brawl GM began by suing Ford over its use of \"Blue Cruise\" for an automated driving system.</p>\n<p>The legal fight between the two Detroit automakers turns on whether \"cruise\" is a generic term for technology that allows the car to take over some share of driving tasks from a human motorist.</p>\n<p>The clash underscores the intensity of competition among established automakers to be seen as leaders in automated driving technology, competitive with Silicon Valley rivals Tesla Inc, Alphabet Inc 's Waymo unit and others.</p>\n<p>GM filed a federal suit against Ford&nbsp;on July 24, accusing Ford of violating GM trademarks by using the name \"Blue Cruise\" for a system that enables hands-free driving.</p>\n<p>GM had previously trademarked \"Super Cruise\" for its hands-free, partially automated driving technology. It also has trademarked \"Cruise,\" the name of its robo-taxi unit in San Francisco.</p>\n<p>Ford reiterated on Friday its position that GM's suit is frivolous. The effort to nullify GM's trademarks for the use of the word \"cruise\" takes the fight to a new level.</p>\n<p>\"To defend itself, Ford has no choice but to ask the U.S. Patent and Trademark Office to rescind both of GM’s “Cruise” and “Super Cruise” trademark registrations that should have never been registered in the first place,\" Ford said. \"Any number of companies use the word 'cruise' in connection with driver assist technology.\"</p>\n<p>Among the examples Ford cited: \"Predictive Cruise,\" marketed by Mack Trucks; \"Smart Cruise Control\" marketed by Hyundai Motor Co , and Autocruise, used by auto supplier ZF Friedrichshafen AG.</p>\n<p>GM said Friday that Super Cruise \"has had a well established commercial presence since 2017,\" and added in a statement that the company \"remains committed to vigorously defending our brands and protecting the equity our products and technology have earned over several years in the market and that won’t change.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GOOGL":"谷歌A","GM":"通用汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159216739","content_text":"DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to rescind trademarks obtained by rival General Motors Co for the terms \"Cruise\" and \"Super Cruise,\" escalating a brawl GM began by suing Ford over its use of \"Blue Cruise\" for an automated driving system.\nThe legal fight between the two Detroit automakers turns on whether \"cruise\" is a generic term for technology that allows the car to take over some share of driving tasks from a human motorist.\nThe clash underscores the intensity of competition among established automakers to be seen as leaders in automated driving technology, competitive with Silicon Valley rivals Tesla Inc, Alphabet Inc 's Waymo unit and others.\nGM filed a federal suit against Ford on July 24, accusing Ford of violating GM trademarks by using the name \"Blue Cruise\" for a system that enables hands-free driving.\nGM had previously trademarked \"Super Cruise\" for its hands-free, partially automated driving technology. It also has trademarked \"Cruise,\" the name of its robo-taxi unit in San Francisco.\nFord reiterated on Friday its position that GM's suit is frivolous. The effort to nullify GM's trademarks for the use of the word \"cruise\" takes the fight to a new level.\n\"To defend itself, Ford has no choice but to ask the U.S. Patent and Trademark Office to rescind both of GM’s “Cruise” and “Super Cruise” trademark registrations that should have never been registered in the first place,\" Ford said. \"Any number of companies use the word 'cruise' in connection with driver assist technology.\"\nAmong the examples Ford cited: \"Predictive Cruise,\" marketed by Mack Trucks; \"Smart Cruise Control\" marketed by Hyundai Motor Co , and Autocruise, used by auto supplier ZF Friedrichshafen AG.\nGM said Friday that Super Cruise \"has had a well established commercial presence since 2017,\" and added in a statement that the company \"remains committed to vigorously defending our brands and protecting the equity our products and technology have earned over several years in the market and that won’t change.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142599219,"gmtCreate":1626158777731,"gmtModify":1633929534791,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"Cool, please like and comment👍✌️","listText":"Cool, please like and comment👍✌️","text":"Cool, please like and comment👍✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/142599219","repostId":"1101566017","repostType":4,"repost":{"id":"1101566017","kind":"news","pubTimestamp":1626132937,"share":"https://www.laohu8.com/m/news/1101566017?lang=&edition=full","pubTime":"2021-07-13 07:35","market":"us","language":"en","title":"How earnings season is likely to play out in the coming weeks and its impact on the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1101566017","media":"cnbc","summary":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.Earnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if","content":"<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.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>How earnings season is likely to play out in the coming weeks and its impact on the stock market</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\">\nHow earnings season is likely to play out in the coming weeks and its impact on the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101566017","content_text":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.\nNormally a profit leader, the technology sector this quarter, is expected to see just 32% profit growth, according to Refiniv. That compares to shockingly large estimated increases in industrial sector profits of more than 570%, and energy industry profits, up 220%. Earnings for the financial and materials sectors are expected to be up more than 100% each.\nThose huge gains and expected earnings beats should be a positive for some cyclical stocks this quarter. Earnings season kicks off Tuesday with reports fromJPMorgan Chase,Goldman Sachs,andPepsiCo.\nThis earnings season will be the period where the tug of war that’s been a factor in the stock market, between cyclical and growth trades, is due to play out very clearly in the earnings numbers. Inflationary pressures, negative for tech stock performance, are expected to help boost cyclical earnings growth in the rebound, as companies face rising input costs but also up their prices.\n“I think what you’re going to see is a very unusual kind of contradiction between the data and the narrative,” said Jonathan Golub, chief U.S. equity strategist at Credit Suisse. “What companies are going to say is they are facing shortages and rising input costs and other things which are constraints to their success. And then what you’re going to see is massive beats and the biggest portions coming from higher margins. They’re not going to try to reconcile it.”\nGolub expects companies to provide detail on rising costs and supply shortages but not as much information on how much they are raising prices or how broadly.\n“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if you look at the results, they’re going to be magnificent,” he said.\nBut ultimately, it’s tech and growth that will prove to be the best performers profit-wise over the long haul. “Their own earnings revisions for themselves are still good. They’re not deteriorating. They’re solid. They’re not getting worse. They’re not accelerating in this ridiculous way. They’re on the same solid trajectory they’ve been on,” said Brian Rauscher, Fundstrat head of global portfolio strategy.\nRauscher expects the trend to revert back to tech as the better earnings performer in two quarters from now, when cyclical airline stocks or industrial stocks like Caterpillar will see earnings growth back in the single digits. “Tech will keep growing at 25%,” he said.\nHe says economic growth will have slowed to a more normalized and sustained pace. By then it will be more apparent whether inflation is temporary or not.\n“If they are unable to pass along price increases, it will hit the earnings,” he said.\nGolub points out that tech profits in last year’s second quarter actually increased by 3.3% from 2019, as cyclical earnings plunged 85% in the same period. The 2021 second quarter earnings growth estimate for tech is 34.2%, while some cyclical earnings will rebound by more than 570% just to get back to even with 2019.\n“It says one of these is a near term trade, and one of them is a long term trade,” said Golub. “Once the supply chain issues are gone, [cyclicals] are going to be unimpressive.”\nEven with the push pull of tech and growth versus cyclical trades, strategists say the earning season should be good for the stock market.\n“I think the numbers will be very good, and it’ll be supportive for markets,” said Rauscher. He said some investors may be concerned that a peak period of earnings this quarter will lead to a market decline but he doesn’t expect that to be the case.\n“Obviously, the numbers are going to be outsized because we have that weird comparison from last year. I think the important thing is going to be the return of guidance,” Rauscher said. Both he and Golub say they expect earnings to beat to the upside.\n“I think the analysts have underestimated the improvement in operating leverage,” Rauscher said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833759424,"gmtCreate":1629266386868,"gmtModify":1633686092225,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"naise, please comment, thanks","listText":"naise, please comment, thanks","text":"naise, please comment, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/833759424","repostId":"1137059057","repostType":4,"repost":{"id":"1137059057","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629250470,"share":"https://www.laohu8.com/m/news/1137059057?lang=&edition=full","pubTime":"2021-08-18 09:34","market":"us","language":"en","title":"Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios","url":"https://stock-news.laohu8.com/highlight/detail?id=1137059057","media":"Benzinga","summary":"The latest round of 13F filings from institutional investors is out, revealing to the world the stoc","content":"<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</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>Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-18 09:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.</p>\n<p><b>Takeaways From 13F Season:</b><a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.</p>\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\n<p>Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.</p>\n<p><b>David Einhorn’s Greenlight Capital</b></p>\n<p>Notable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></b></li>\n <li><b>ODP Corp</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>ADT Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></b></li>\n <li><b>CNX Resources Corp</b></li>\n</ul>\n<p><b>David Tepper’s Appaloosa Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</b></li>\n</ul>\n<p><b>Leon Cooperman’s Omega Advisors</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></b></li>\n <li><b>Alibaba Group Holding Ltd - ADR</b></li>\n <li><b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></b></li>\n <li><b>Vanguard500 Index Fund ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</b></li>\n</ul>\n<p><b>Barry Rosenstein’s Jana Partners</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Encompass Health Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</b></li>\n <li><b>SPDR S&amp;P 500 ETF Trust</b></li>\n <li><b><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Conagra Brands Inc</b></li>\n <li><b>TreeHouse Foods Inc.</b></li>\n <li><b>Laboratory Corp. of America Holdings</b></li>\n</ul>\n<p><b>Jeff Smith’s Starboard Value</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Papa John's Int'l, Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</b></li>\n <li><b><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b>Aecom</b></li>\n <li><b>NortonLifeLock Inc</b></li>\n <li><b>Corteva Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</b></li>\n</ul>\n<p><b>Warren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Kroger Co</b></li>\n <li><b>Organon &amp; Co</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</b></li>\n <li><b><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</b></li>\n <li><b><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</b></li>\n <li><b><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</b></li>\n</ul>\n<p><b>George Soros’ Soros Fund Management</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Amazon.com, Inc.</b></li>\n <li><b>Walt Disney Co</b></li>\n <li><b>Airbnb Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></b></li>\n <li><b>Alphabet Inc</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></b></li>\n <li><b>iShares iBoxx $ Inv Grade Corporate Bond ETF</b></li>\n <li><b>T-Mobile Us Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</b></li>\n</ul>\n<p><b>Carl Icahn’s Icahn Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</b></li>\n <li><b><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</b></li>\n <li><b>Welbilt Inc</b></li>\n</ul>\n<p><b>Bill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b>Domino's Pizza, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</b></li>\n <li><b>Lowe’s Companies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</b></li>\n</ul>\n<p><b>Seth Klarman’s Baupost Group</b></p>\n<p>Notable Q2 Buys/Increases:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</b></li>\n <li><b>Facebook, Inc.</b></li>\n</ul>\n<p>Notable Q2 Sells/Reductions:</p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b></li>\n <li><b><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></b></li>\n <li><b><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</b></li>\n <li><b><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</b></li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","GOOGL":"谷歌A","BRK.A":"伯克希尔",".DJI":"道琼斯","BABA":"阿里巴巴","BRK.B":"伯克希尔B","ABNB":"爱彼迎","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142599219,"gmtCreate":1626158777731,"gmtModify":1633929534791,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"Cool, please like and comment👍✌️","listText":"Cool, please like and comment👍✌️","text":"Cool, please like and comment👍✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/142599219","repostId":"1101566017","repostType":4,"repost":{"id":"1101566017","kind":"news","pubTimestamp":1626132937,"share":"https://www.laohu8.com/m/news/1101566017?lang=&edition=full","pubTime":"2021-07-13 07:35","market":"us","language":"en","title":"How earnings season is likely to play out in the coming weeks and its impact on the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=1101566017","media":"cnbc","summary":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.Earnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if","content":"<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.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>How earnings season is likely to play out in the coming weeks and its impact on the stock market</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow earnings season is likely to play out in the coming weeks and its impact on the stock market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html\">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",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/07/12/how-earnings-season-is-likely-to-play-out-in-the-coming-weeks-and-its-impact-on-the-stock-market.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1101566017","content_text":"The great cyclical rebound is about to get underway with outsized gains expected in the quarterly profits of industrial, consumer discretionary, energy and materials companies.\nEarnings growth in the second quarter is expected to be a stunning 66%, as companies compare their results to the depressed period last year when the pandemic abruptly shut down the economy, according to Refinitiv data.\nNormally a profit leader, the technology sector this quarter, is expected to see just 32% profit growth, according to Refiniv. That compares to shockingly large estimated increases in industrial sector profits of more than 570%, and energy industry profits, up 220%. Earnings for the financial and materials sectors are expected to be up more than 100% each.\nThose huge gains and expected earnings beats should be a positive for some cyclical stocks this quarter. Earnings season kicks off Tuesday with reports fromJPMorgan Chase,Goldman Sachs,andPepsiCo.\nThis earnings season will be the period where the tug of war that’s been a factor in the stock market, between cyclical and growth trades, is due to play out very clearly in the earnings numbers. Inflationary pressures, negative for tech stock performance, are expected to help boost cyclical earnings growth in the rebound, as companies face rising input costs but also up their prices.\n“I think what you’re going to see is a very unusual kind of contradiction between the data and the narrative,” said Jonathan Golub, chief U.S. equity strategist at Credit Suisse. “What companies are going to say is they are facing shortages and rising input costs and other things which are constraints to their success. And then what you’re going to see is massive beats and the biggest portions coming from higher margins. They’re not going to try to reconcile it.”\nGolub expects companies to provide detail on rising costs and supply shortages but not as much information on how much they are raising prices or how broadly.\n“If you listen to what the CFOs are going to say, you’re going to think the earnings are terrible, but if you look at the results, they’re going to be magnificent,” he said.\nBut ultimately, it’s tech and growth that will prove to be the best performers profit-wise over the long haul. “Their own earnings revisions for themselves are still good. They’re not deteriorating. They’re solid. They’re not getting worse. They’re not accelerating in this ridiculous way. They’re on the same solid trajectory they’ve been on,” said Brian Rauscher, Fundstrat head of global portfolio strategy.\nRauscher expects the trend to revert back to tech as the better earnings performer in two quarters from now, when cyclical airline stocks or industrial stocks like Caterpillar will see earnings growth back in the single digits. “Tech will keep growing at 25%,” he said.\nHe says economic growth will have slowed to a more normalized and sustained pace. By then it will be more apparent whether inflation is temporary or not.\n“If they are unable to pass along price increases, it will hit the earnings,” he said.\nGolub points out that tech profits in last year’s second quarter actually increased by 3.3% from 2019, as cyclical earnings plunged 85% in the same period. The 2021 second quarter earnings growth estimate for tech is 34.2%, while some cyclical earnings will rebound by more than 570% just to get back to even with 2019.\n“It says one of these is a near term trade, and one of them is a long term trade,” said Golub. “Once the supply chain issues are gone, [cyclicals] are going to be unimpressive.”\nEven with the push pull of tech and growth versus cyclical trades, strategists say the earning season should be good for the stock market.\n“I think the numbers will be very good, and it’ll be supportive for markets,” said Rauscher. He said some investors may be concerned that a peak period of earnings this quarter will lead to a market decline but he doesn’t expect that to be the case.\n“Obviously, the numbers are going to be outsized because we have that weird comparison from last year. I think the important thing is going to be the return of guidance,” Rauscher said. Both he and Golub say they expect earnings to beat to the upside.\n“I think the analysts have underestimated the improvement in operating leverage,” Rauscher said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692685486,"gmtCreate":1640941910878,"gmtModify":1640941910878,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"please go down more👍","listText":"please go down more👍","text":"please go down more👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692685486","repostId":"1138638823","repostType":2,"repost":{"id":"1138638823","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":1640941436,"share":"https://www.laohu8.com/m/news/1138638823?lang=&edition=full","pubTime":"2021-12-31 17:03","market":"us","language":"en","title":"Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1138638823","media":"Tiger Newspress","summary":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,","content":"<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues</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\">\nTesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues\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\">2021-12-31 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138638823","content_text":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver's line of sight, increasing the risk of collision accidents and potential safety hazards.Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver's field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695479013,"gmtCreate":1641563459540,"gmtModify":1641563459540,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"&nbsp;Well said but Cathie just bought","listText":"&nbsp;Well said but Cathie just bought","text":"Well said but Cathie just bought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695479013","repostId":"1198431360","repostType":2,"repost":{"id":"1198431360","kind":"news","pubTimestamp":1641537263,"share":"https://www.laohu8.com/m/news/1198431360?lang=&edition=full","pubTime":"2022-01-07 14:34","market":"us","language":"en","title":"Let's Wait A Little More Before Buying Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1198431360","media":"Seeking Alpha","summary":"SummaryPalantir has immense opportunity as the world seeks to harness the power of the data.The comp","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has immense opportunity as the world seeks to harness the power of the data.</li><li>The company has great software that delivers a sticky product, high margin, and a near-ubiquitous application to its service.</li><li>However, due to the absurd stock-based compensation and a high valuation, I believe it is better to wait a little more before buying Palantir.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Introduction and Thesis</b></p><p>Our future is inevitably data.Since the age of the internet, digitalization in all aspects of our society has been ongoing creating massive amounts of data. In the future, the one that can harness this data will be miles ahead of their competitors, so the ability to process this massive data is expected to be extremely valuable.</p><p>Palantir (PLTR) is a company building &#34;software that empowers organizations to effectively integrate their data, decisions, and operations,&#34; or in other words, Plantar is the company that is at the forefront of harnessing the power of data to solve enterprise-level extremely complex problems. Thus, being a leader in this industry makes the company&#39;s fundamentals and vision extremely attractive; however, I believe it is better for investors to wait for the time being before investing in Palantir. The economic policies and the market sentiments are moving away from the expansionary policy potentially opening up the possibility for further consolidation in Palantir stocks. Further, the massive amounts of stock-based compensation (SBC) that the company is justifying are unfriendly to shareholders. I think it is better for either the company to reduce SBC or wait until the revenue growth makes SBC a smaller part of the overall revenue.</p><p><b>Fundamentals</b></p><p>Before talking about the absurd valuation and the SBC, I would like to point out the marvelous business that Palantir has briefly pointed out that the only problem that the company or the stock has is its SBC and valuation.</p><p>Palantir&#39;s business is beautiful; it can be applied to governments and commercial customers in any industry. The company has the National Institute of Health, Department of Veteran Affairs, Army, Air Force, and etc., as its government customers who utilize Palantir&#39;s software to tackle everything from defense and intelligence gathering to improving veteran patient cares. Further, Palantir&#39;s commercial software applications are as flexible as the government business. The company has numerous enterprises as its customers including L3Harris (LHX), Airbus (OTCPK:EADSF), Ferrari (RACE), Rio Tinto (RIO), and etc. improving everything from manufacturing to mining. This alone shows investors the power of harnessing the data and the opportunity Palantir has moving forward into the future.</p><p>As a result of such a promising and dynamic product, the company&#39;s operational growth and financial health have been firing on all cylinders.In 2021Q3, Palantir reported revenue of $392 million, which was 36% growth year-over-year while the customer count grew even faster at 46%. I believe customer growth promises future revenue growth because it takes months to years for revenue to meaningfully materialize, so the fact that the customer growth grew even faster than the revenue growth was significant. Further, adjusted free cash flow turned positive to $119 million compared to -$53 million 2020Q3. The adjusted operating margins continued to be at 30% while the adjusted gross margin was at an impressive 82%. The company, in simple words, is showing growth and improving operations.</p><p><b>Stock-Based Compensation</b></p><p>Despite the promising fundamental thesis and top-line growth that the company has been showing, I do not believe Palantir stock is a buy at the moment because of massive SBC. The company has been massively diluting its shareholder base through absurd SBC citing that they need to attract talent, which may be true to some extent. As the chart below shows, since the IPO on September 30th, 2020, the company&#39;s outstanding shares increased from about 900 million to 1.964 billion, which is over 100% dilution. When calculating the dilution from the start of 2021 at 1.8 billion shares, the company has diluted shareholders by 10% in 2021 alone. I think this is simply absurd and shows the unfriendly attitude of the management towards its shareholder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d58178a2c717516f346622b9a5d70a\" tg-width=\"635\" tg-height=\"435\" width=\"100%\" height=\"auto\"/><span>Data by YCharts.Chart created by author using YCharts from Seeking Alpha</span></p><p>To better understand how serious the dilution or the SBC is, I created a chart below showing the stock-based compensation data throughout 2021. As you can see in the chart below, SBC consistently represented over 50% of the company&#39;s revenue. It is the biggest cost for the company, and it has been the reason why the company has been reporting a net loss.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eef22cb497a81858cdd2c8d65756280\" tg-width=\"915\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Chart created by author using Source 1, Source 2, and Source 3</span></p><p>SBC is a great way to reward employees and attract talent in the market. However, Palantir, in my opinion, has been degrading shareholder value due to excessive SBC. Thus, until either the SBC shows a decreasing trend or the SBC becomes irrelevantly small in comparison to the revenue, I believe investors should think twice before investing in Palantir.</p><p><b>Financials and Valuation</b></p><p>Unlike valuations, I believe the financial health of Palantir&#39;s balance sheet is great. The company currently has about $2.3 billion in cash with about $3.2 billion in total assets while the total liability stood at only $987 million putting total liability to asset ratio (L/A) at 43%. Further, because the company generated about $240 million during operation with negligible long-term debt, I believe the financial situation of Palantir is great.</p><p>On the other hand, Palantir&#39;s valuation is slightly questionable. The company has a market capitalization of about $37 billion dollars today. The company has a high price to sales ratio of about 28 with an expected forward price to earnings ratio of about 120. It is true that the company&#39;s business is high margin and crucial, but considering the SBC and today&#39;s economic conditions, I believe this valuation may be too high. Unlike in most of 2020 and 2021, the Federal Reserve is ending the expansionary policy. Instead, they are expecting to finish tapering by March of 2022 and raise rates possible in March, which will effectively raise long-term treasury rates and decrease the investment in the stock market. Therefore, a higher valuation might have been justified in the previous 2 years, but going into 2022, I believe a higher valuation may result in either contraction or range-bound trading for the time being.</p><p><b>Summary</b></p><p>Palantir is a unique company and a perfect example of a great company but a bad stock. I truly believe in the power and the potential of Palantir&#39;s software. It can be applied in almost any industry from healthcare to defense to manufacturing. However, the company&#39;s excessive stock-based compensation and valuation hesitate me. The company has been justifying its high stock-based compensation without showing signs of stopping, and I believe this is just taking advantage of its shareholders by diluting their value. Therefore, I believe it is better to wait until stock-based compensation is either showing a decreasing trend or becoming a smaller portion of the revenue due to Palantir&#39;s continued growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Let's Wait A Little More Before Buying Palantir</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\">\nLet's Wait A Little More Before Buying Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 14:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478236-palantir-wait-before-buying-pltr-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has immense opportunity as the world seeks to harness the power of the data.The company has great software that delivers a sticky product, high margin, and a near-ubiquitous ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478236-palantir-wait-before-buying-pltr-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4478236-palantir-wait-before-buying-pltr-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198431360","content_text":"SummaryPalantir has immense opportunity as the world seeks to harness the power of the data.The company has great software that delivers a sticky product, high margin, and a near-ubiquitous application to its service.However, due to the absurd stock-based compensation and a high valuation, I believe it is better to wait a little more before buying Palantir.Michael Vi/iStock Editorial via Getty ImagesIntroduction and ThesisOur future is inevitably data.Since the age of the internet, digitalization in all aspects of our society has been ongoing creating massive amounts of data. In the future, the one that can harness this data will be miles ahead of their competitors, so the ability to process this massive data is expected to be extremely valuable.Palantir (PLTR) is a company building \"software that empowers organizations to effectively integrate their data, decisions, and operations,\" or in other words, Plantar is the company that is at the forefront of harnessing the power of data to solve enterprise-level extremely complex problems. Thus, being a leader in this industry makes the company's fundamentals and vision extremely attractive; however, I believe it is better for investors to wait for the time being before investing in Palantir. The economic policies and the market sentiments are moving away from the expansionary policy potentially opening up the possibility for further consolidation in Palantir stocks. Further, the massive amounts of stock-based compensation (SBC) that the company is justifying are unfriendly to shareholders. I think it is better for either the company to reduce SBC or wait until the revenue growth makes SBC a smaller part of the overall revenue.FundamentalsBefore talking about the absurd valuation and the SBC, I would like to point out the marvelous business that Palantir has briefly pointed out that the only problem that the company or the stock has is its SBC and valuation.Palantir's business is beautiful; it can be applied to governments and commercial customers in any industry. The company has the National Institute of Health, Department of Veteran Affairs, Army, Air Force, and etc., as its government customers who utilize Palantir's software to tackle everything from defense and intelligence gathering to improving veteran patient cares. Further, Palantir's commercial software applications are as flexible as the government business. The company has numerous enterprises as its customers including L3Harris (LHX), Airbus (OTCPK:EADSF), Ferrari (RACE), Rio Tinto (RIO), and etc. improving everything from manufacturing to mining. This alone shows investors the power of harnessing the data and the opportunity Palantir has moving forward into the future.As a result of such a promising and dynamic product, the company's operational growth and financial health have been firing on all cylinders.In 2021Q3, Palantir reported revenue of $392 million, which was 36% growth year-over-year while the customer count grew even faster at 46%. I believe customer growth promises future revenue growth because it takes months to years for revenue to meaningfully materialize, so the fact that the customer growth grew even faster than the revenue growth was significant. Further, adjusted free cash flow turned positive to $119 million compared to -$53 million 2020Q3. The adjusted operating margins continued to be at 30% while the adjusted gross margin was at an impressive 82%. The company, in simple words, is showing growth and improving operations.Stock-Based CompensationDespite the promising fundamental thesis and top-line growth that the company has been showing, I do not believe Palantir stock is a buy at the moment because of massive SBC. The company has been massively diluting its shareholder base through absurd SBC citing that they need to attract talent, which may be true to some extent. As the chart below shows, since the IPO on September 30th, 2020, the company's outstanding shares increased from about 900 million to 1.964 billion, which is over 100% dilution. When calculating the dilution from the start of 2021 at 1.8 billion shares, the company has diluted shareholders by 10% in 2021 alone. I think this is simply absurd and shows the unfriendly attitude of the management towards its shareholder.Data by YCharts.Chart created by author using YCharts from Seeking AlphaTo better understand how serious the dilution or the SBC is, I created a chart below showing the stock-based compensation data throughout 2021. As you can see in the chart below, SBC consistently represented over 50% of the company's revenue. It is the biggest cost for the company, and it has been the reason why the company has been reporting a net loss.Chart created by author using Source 1, Source 2, and Source 3SBC is a great way to reward employees and attract talent in the market. However, Palantir, in my opinion, has been degrading shareholder value due to excessive SBC. Thus, until either the SBC shows a decreasing trend or the SBC becomes irrelevantly small in comparison to the revenue, I believe investors should think twice before investing in Palantir.Financials and ValuationUnlike valuations, I believe the financial health of Palantir's balance sheet is great. The company currently has about $2.3 billion in cash with about $3.2 billion in total assets while the total liability stood at only $987 million putting total liability to asset ratio (L/A) at 43%. Further, because the company generated about $240 million during operation with negligible long-term debt, I believe the financial situation of Palantir is great.On the other hand, Palantir's valuation is slightly questionable. The company has a market capitalization of about $37 billion dollars today. The company has a high price to sales ratio of about 28 with an expected forward price to earnings ratio of about 120. It is true that the company's business is high margin and crucial, but considering the SBC and today's economic conditions, I believe this valuation may be too high. Unlike in most of 2020 and 2021, the Federal Reserve is ending the expansionary policy. Instead, they are expecting to finish tapering by March of 2022 and raise rates possible in March, which will effectively raise long-term treasury rates and decrease the investment in the stock market. Therefore, a higher valuation might have been justified in the previous 2 years, but going into 2022, I believe a higher valuation may result in either contraction or range-bound trading for the time being.SummaryPalantir is a unique company and a perfect example of a great company but a bad stock. I truly believe in the power and the potential of Palantir's software. It can be applied in almost any industry from healthcare to defense to manufacturing. However, the company's excessive stock-based compensation and valuation hesitate me. The company has been justifying its high stock-based compensation without showing signs of stopping, and I believe this is just taking advantage of its shareholders by diluting their value. Therefore, I believe it is better to wait until stock-based compensation is either showing a decreasing trend or becoming a smaller portion of the revenue due to Palantir's continued growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839160854,"gmtCreate":1629127115778,"gmtModify":1633687183162,"author":{"id":"3582434048223975","authorId":"3582434048223975","name":"rowsan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582434048223975","authorIdStr":"3582434048223975"},"themes":[],"htmlText":"oh c'mon.. just buy Tesla","listText":"oh c'mon.. just buy Tesla","text":"oh c'mon.. just buy Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839160854","repostId":"2159216739","repostType":2,"repost":{"id":"2159216739","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628901211,"share":"https://www.laohu8.com/m/news/2159216739?lang=&edition=full","pubTime":"2021-08-14 08:33","market":"us","language":"en","title":"Ford counterattacks in 'cruise' dispute with GM","url":"https://stock-news.laohu8.com/highlight/detail?id=2159216739","media":"Reuters","summary":"DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to ","content":"<p>DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to rescind trademarks obtained by rival General Motors Co for the terms \"Cruise\" and \"Super Cruise,\" escalating a brawl GM began by suing Ford over its use of \"Blue Cruise\" for an automated driving system.</p>\n<p>The legal fight between the two Detroit automakers turns on whether \"cruise\" is a generic term for technology that allows the car to take over some share of driving tasks from a human motorist.</p>\n<p>The clash underscores the intensity of competition among established automakers to be seen as leaders in automated driving technology, competitive with Silicon Valley rivals Tesla Inc, Alphabet Inc 's Waymo unit and others.</p>\n<p>GM filed a federal suit against Ford&nbsp;on July 24, accusing Ford of violating GM trademarks by using the name \"Blue Cruise\" for a system that enables hands-free driving.</p>\n<p>GM had previously trademarked \"Super Cruise\" for its hands-free, partially automated driving technology. It also has trademarked \"Cruise,\" the name of its robo-taxi unit in San Francisco.</p>\n<p>Ford reiterated on Friday its position that GM's suit is frivolous. The effort to nullify GM's trademarks for the use of the word \"cruise\" takes the fight to a new level.</p>\n<p>\"To defend itself, Ford has no choice but to ask the U.S. Patent and Trademark Office to rescind both of GM’s “Cruise” and “Super Cruise” trademark registrations that should have never been registered in the first place,\" Ford said. \"Any number of companies use the word 'cruise' in connection with driver assist technology.\"</p>\n<p>Among the examples Ford cited: \"Predictive Cruise,\" marketed by Mack Trucks; \"Smart Cruise Control\" marketed by Hyundai Motor Co , and Autocruise, used by auto supplier ZF Friedrichshafen AG.</p>\n<p>GM said Friday that Super Cruise \"has had a well established commercial presence since 2017,\" and added in a statement that the company \"remains committed to vigorously defending our brands and protecting the equity our products and technology have earned over several years in the market and that won’t change.\"</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>Ford counterattacks in 'cruise' dispute with GM</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; 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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\">\nFord counterattacks in 'cruise' dispute with GM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-14 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to rescind trademarks obtained by rival General Motors Co for the terms \"Cruise\" and \"Super Cruise,\" escalating a brawl GM began by suing Ford over its use of \"Blue Cruise\" for an automated driving system.</p>\n<p>The legal fight between the two Detroit automakers turns on whether \"cruise\" is a generic term for technology that allows the car to take over some share of driving tasks from a human motorist.</p>\n<p>The clash underscores the intensity of competition among established automakers to be seen as leaders in automated driving technology, competitive with Silicon Valley rivals Tesla Inc, Alphabet Inc 's Waymo unit and others.</p>\n<p>GM filed a federal suit against Ford&nbsp;on July 24, accusing Ford of violating GM trademarks by using the name \"Blue Cruise\" for a system that enables hands-free driving.</p>\n<p>GM had previously trademarked \"Super Cruise\" for its hands-free, partially automated driving technology. It also has trademarked \"Cruise,\" the name of its robo-taxi unit in San Francisco.</p>\n<p>Ford reiterated on Friday its position that GM's suit is frivolous. The effort to nullify GM's trademarks for the use of the word \"cruise\" takes the fight to a new level.</p>\n<p>\"To defend itself, Ford has no choice but to ask the U.S. Patent and Trademark Office to rescind both of GM’s “Cruise” and “Super Cruise” trademark registrations that should have never been registered in the first place,\" Ford said. \"Any number of companies use the word 'cruise' in connection with driver assist technology.\"</p>\n<p>Among the examples Ford cited: \"Predictive Cruise,\" marketed by Mack Trucks; \"Smart Cruise Control\" marketed by Hyundai Motor Co , and Autocruise, used by auto supplier ZF Friedrichshafen AG.</p>\n<p>GM said Friday that Super Cruise \"has had a well established commercial presence since 2017,\" and added in a statement that the company \"remains committed to vigorously defending our brands and protecting the equity our products and technology have earned over several years in the market and that won’t change.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GOOGL":"谷歌A","GM":"通用汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159216739","content_text":"DETROIT, Aug 13 (Reuters) - Ford Motor Co said late on Friday it will ask the U.S. Patent Office to rescind trademarks obtained by rival General Motors Co for the terms \"Cruise\" and \"Super Cruise,\" escalating a brawl GM began by suing Ford over its use of \"Blue Cruise\" for an automated driving system.\nThe legal fight between the two Detroit automakers turns on whether \"cruise\" is a generic term for technology that allows the car to take over some share of driving tasks from a human motorist.\nThe clash underscores the intensity of competition among established automakers to be seen as leaders in automated driving technology, competitive with Silicon Valley rivals Tesla Inc, Alphabet Inc 's Waymo unit and others.\nGM filed a federal suit against Ford on July 24, accusing Ford of violating GM trademarks by using the name \"Blue Cruise\" for a system that enables hands-free driving.\nGM had previously trademarked \"Super Cruise\" for its hands-free, partially automated driving technology. It also has trademarked \"Cruise,\" the name of its robo-taxi unit in San Francisco.\nFord reiterated on Friday its position that GM's suit is frivolous. The effort to nullify GM's trademarks for the use of the word \"cruise\" takes the fight to a new level.\n\"To defend itself, Ford has no choice but to ask the U.S. Patent and Trademark Office to rescind both of GM’s “Cruise” and “Super Cruise” trademark registrations that should have never been registered in the first place,\" Ford said. \"Any number of companies use the word 'cruise' in connection with driver assist technology.\"\nAmong the examples Ford cited: \"Predictive Cruise,\" marketed by Mack Trucks; \"Smart Cruise Control\" marketed by Hyundai Motor Co , and Autocruise, used by auto supplier ZF Friedrichshafen AG.\nGM said Friday that Super Cruise \"has had a well established commercial presence since 2017,\" and added in a statement that the company \"remains committed to vigorously defending our brands and protecting the equity our products and technology have earned over several years in the market and that won’t change.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}