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What are MKM Partners 'Black Swan' Internet predictions for 2022?
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2021-12-19
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However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8 <a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","SNAP":"Snap Inc","GOOG":"谷歌","PINS":"Pinterest, Inc.","AAPL":"苹果","DASH":"DoorDash, Inc.","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693011790,"gmtCreate":1639926304291,"gmtModify":1639926304405,"author":{"id":"4087648015762990","authorId":"4087648015762990","name":"SFInvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693011790","repostId":"2192099879","repostType":4,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":698280275,"gmtCreate":1640405544153,"gmtModify":1640405544274,"author":{"id":"4087648015762990","authorId":"4087648015762990","name":"SFInvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698280275","repostId":"1156159690","repostType":4,"repost":{"id":"1156159690","pubTimestamp":1640335867,"share":"https://www.laohu8.com/m/news/1156159690?lang=&edition=full","pubTime":"2021-12-24 16:51","market":"us","language":"en","title":"What are MKM Partners 'Black Swan' Internet predictions for 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156159690","media":"seekingalpha","summary":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Bla","content":"<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.</p>\n<p>So, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.</p>\n<p>The \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.</p>\n<p>Kulkarni said Facebook's(NASDAQ:FB)<a href=\"https://laohu8.com/S/CASH\">Meta</a> could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.</p>\n<p>\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.</p>\n<ul>\n <li>Kulkarni's other Black Swan predictions are:</li>\n <li>SPAC IPOs will outperform traditional IPOs and direct stock listings.</li>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a>(NYSE:UBER)launches its own robotaxi service in several U.S. cities.</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.</li>\n <li>DoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.</li>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.</li>\n <li>Google's(NASDAQ:GOOG)YouTube get in position to go public.</li>\n <li>Snap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.</li>\n <li>As a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What are MKM Partners 'Black Swan' Internet predictions for 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat are MKM Partners 'Black Swan' Internet predictions for 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 16:51 GMT+8 <a href=https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as...</p>\n\n<a href=\"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","SNAP":"Snap Inc","GOOG":"谷歌","PINS":"Pinterest, Inc.","AAPL":"苹果","DASH":"DoorDash, Inc.","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/news/3783065-mkm-black-swan-look-at-internet-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1156159690","content_text":"As the year comes to a close, Wall Street analysts are practically falling over themselves with almost daily serious predictions aboutwhat to expect from the tech sector in 2022.\nSo, it should come as no surprise that, like many analysts, MKM Partners managing director Rohit Kulkarni came out with a list of 10 things that could shape the Internet industry next year. However, instead of diving into matters such as revenue growth rates and price-to-earnings ratios, Kulkarni released a slate of \"Black Swan\"--or, High-Impact-Low-Probability [HILP]--predictions for 2022. Kulkarni said these ideas \"have a very low likelihood of occurrence, but we wouldn't assign a zero probability\" chance of then happening.\nThe \"HILP\" predictions Kulkarni has for 2022 include \"consumers [will] return to brick and mortar stores and millennials and Gen Z start watching TV.\" Kulkarni said this could result from Covid-19 vaccinations reaching mass-population levels and reaching an end to the pandemic.\nKulkarni said Facebook's(NASDAQ:FB)Meta could launch its own cryptocurrency that could start displacing several traditional fiat currencies, and that mega cap tech companies will manage to not pay any fines to U.S. or European regulators regarding legal cases currently in the works.\n\"We have stopped counting the number of lawsuits facing Big Tech,\" Kulkarni said. \"However, there is fairly limited consensus in the ideas or bills presented to date, and Congress has been focused on the pandemic and infrastructure bill for 2021.\n\nKulkarni's other Black Swan predictions are:\nSPAC IPOs will outperform traditional IPOs and direct stock listings.\nUber(NYSE:UBER)launches its own robotaxi service in several U.S. cities.\nTwitter(NYSE:TWTR)and Pinterest(NYSE:PINS)are acquired and are no longer independent public companies.\nDoorDash(NYSE:DASH)acquires Instacart for between $40B-50B and spurs a new round of grocery delivery wars.\nApple(NASDAQ:AAPL)reaches $10B in annual revenue run rate from advertising due to changes in its iOS ad policies.\nGoogle's(NASDAQ:GOOG)YouTube get in position to go public.\nSnap(NYSE:SNAP)and TikTok (BDNCE) look to capitalize on their younger audiences by acquiring movie or gaming studios so they can boost their original video content offerings.\nAs a \"bonus\" prediction, Kulkarni forecasts that as the pandemic ends, more people will go back to working out at gyms and neighborhood parks, and this will result in difficulty in forecasting sales for the likes of Peloton(NASDAQ:PTON). The home-exercise technology company also had its sails trimmed on Thursday when analysts at Citi cut their price target on Peloton's (PTON) stock to $38 a share on expectations of higher expenses and falling demand for Peloton (PTON) products next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693011790,"gmtCreate":1639926304291,"gmtModify":1639926304405,"author":{"id":"4087648015762990","authorId":"4087648015762990","name":"SFInvest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693011790","repostId":"2192099879","repostType":4,"repost":{"id":"2192099879","pubTimestamp":1639913867,"share":"https://www.laohu8.com/m/news/2192099879?lang=&edition=full","pubTime":"2021-12-19 19:37","market":"us","language":"en","title":"Here's Why I Think America's Car-Mart Is An Interesting Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2192099879","media":"Simply Wall St.","summary":"It's only natural that many investors, especially those who are new to the game, prefer to buy share","content":"<p>It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. But as Peter Lynch said in <i>One Up On Wall Street</i>, 'Long shots almost never pay off.'</p>\n<p>In the age of tech-stock blue-sky investing, my choice may seem old fashioned; I still prefer profitable companies like <a href=\"https://laohu8.com/S/CRMT\"><b>America's Car-Mart</b> </a>. Now, I'm not saying that the stock is necessarily undervalued today; but I can't shake an appreciation for the profitability of the business itself. Conversely, a loss-making company is yet to prove itself with profit, and eventually the sweet milk of external capital may run sour.</p>\n<p> View our latest analysis for America's Car-Mart </p>\n<h3>How Fast Is America's Car-Mart Growing?</h3>\n<p>If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS). Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Who among us would not applaud America's Car-Mart's stratospheric annual EPS growth of 38%, compound, over the last three years? While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.</p>\n<p>One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. I note that America's Car-Mart's revenue <i>from operations</i> was lower than its revenue in the last twelve months, so that could distort my analysis of its margins. America's Car-Mart shareholders can take confidence from the fact that EBIT margins are up from 11% to 14%, and revenue is growing. Ticking those two boxes is a good sign of growth, in my book.</p>\n<p>In the chart below, you can see how the company has grown earnings, and revenue, over time. Click on the chart to see the exact numbers.</p>\n<p><img src=\"https://static.tigerbbs.com/36e529cf4eac6eb2614a02c51e2dbb1d\" tg-width=\"821\" tg-height=\"560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">NasdaqGS:CRMT Earnings and Revenue History December 19th 2021</p>\n<p>Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for America's Car-Mart.</p>\n<h3>Are America's Car-Mart Insiders Aligned With All Shareholders?</h3>\n<p>It makes me feel more secure owning shares in a company if insiders also own shares, thusly more closely aligning our interests. As a result, I'm encouraged by the fact that insiders own America's Car-Mart shares worth a considerable sum. To be specific, they have US$48m worth of shares. That's a lot of money, and no small incentive to work hard. That amounts to 6.9% of the company, demonstrating a degree of high-level alignment with shareholders.</p>\n<p>It's good to see that insiders are invested in the company, but are remuneration levels reasonable? A brief analysis of the CEO compensation suggests they are. I discovered that the median total compensation for the CEOs of companies like America's Car-Mart with market caps between US$400m and US$1.6b is about US$2.3m.</p>\n<p>The America's Car-Mart CEO received total compensation of just US$798k in the year to . That looks like modest pay to me, and may hint at a certain respect for the interests of shareholders. While the level of CEO compensation isn't a huge factor in my view of the company, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense.</p>\n<h3>Does America's Car-Mart Deserve A Spot On Your Watchlist?</h3>\n<p>America's Car-Mart's earnings per share growth have been levitating higher, like a mountain goat scaling the Alps. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The sharp increase in earnings could signal good business momentum. America's Car-Mart certainly ticks a few of my boxes, so I think it's probably well worth further consideration. Still, you should learn about the <b> 3 warning signs </b> we've spotted with America's Car-Mart .</p>","source":"yahoofinance","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>Here's Why I Think America's Car-Mart Is An Interesting Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why I Think America's Car-Mart Is An Interesting Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 19:37 GMT+8 <a href=https://finance.yahoo.com/news/heres-why-think-americas-car-113747654.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. But as Peter Lynch said ...</p>\n\n<a href=\"https://finance.yahoo.com/news/heres-why-think-americas-car-113747654.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/89decb9fb3dca0faf07d461f9c9f4915","relate_stocks":{"CRMT":"美国汽车行"},"source_url":"https://finance.yahoo.com/news/heres-why-think-americas-car-113747654.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2192099879","content_text":"It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks with a good story, even if those businesses lose money. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.'\nIn the age of tech-stock blue-sky investing, my choice may seem old fashioned; I still prefer profitable companies like America's Car-Mart . Now, I'm not saying that the stock is necessarily undervalued today; but I can't shake an appreciation for the profitability of the business itself. Conversely, a loss-making company is yet to prove itself with profit, and eventually the sweet milk of external capital may run sour.\n View our latest analysis for America's Car-Mart \nHow Fast Is America's Car-Mart Growing?\nIf you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS). Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Who among us would not applaud America's Car-Mart's stratospheric annual EPS growth of 38%, compound, over the last three years? While that sort of growth rate isn't sustainable for long, it certainly catches my attention; like a crow with a sparkly stone.\nOne way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. I note that America's Car-Mart's revenue from operations was lower than its revenue in the last twelve months, so that could distort my analysis of its margins. America's Car-Mart shareholders can take confidence from the fact that EBIT margins are up from 11% to 14%, and revenue is growing. Ticking those two boxes is a good sign of growth, in my book.\nIn the chart below, you can see how the company has grown earnings, and revenue, over time. Click on the chart to see the exact numbers.\nNasdaqGS:CRMT Earnings and Revenue History December 19th 2021\nOf course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for America's Car-Mart.\nAre America's Car-Mart Insiders Aligned With All Shareholders?\nIt makes me feel more secure owning shares in a company if insiders also own shares, thusly more closely aligning our interests. As a result, I'm encouraged by the fact that insiders own America's Car-Mart shares worth a considerable sum. To be specific, they have US$48m worth of shares. That's a lot of money, and no small incentive to work hard. That amounts to 6.9% of the company, demonstrating a degree of high-level alignment with shareholders.\nIt's good to see that insiders are invested in the company, but are remuneration levels reasonable? A brief analysis of the CEO compensation suggests they are. I discovered that the median total compensation for the CEOs of companies like America's Car-Mart with market caps between US$400m and US$1.6b is about US$2.3m.\nThe America's Car-Mart CEO received total compensation of just US$798k in the year to . That looks like modest pay to me, and may hint at a certain respect for the interests of shareholders. While the level of CEO compensation isn't a huge factor in my view of the company, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense.\nDoes America's Car-Mart Deserve A Spot On Your Watchlist?\nAmerica's Car-Mart's earnings per share growth have been levitating higher, like a mountain goat scaling the Alps. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The sharp increase in earnings could signal good business momentum. America's Car-Mart certainly ticks a few of my boxes, so I think it's probably well worth further consideration. Still, you should learn about the 3 warning signs we've spotted with America's Car-Mart .","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
