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3 Reasons Why Bears Are Wrong About fuboTV Stock

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It's only going to get worse for the boo birds.","content":"<p>Momentum keeps channel surfing its way to <b>fuboTV</b> (NYSE:FUBO). Shares of the cloud-based live TV platform provider opened sharply higher on Wednesday after the company delivered another blowout quarter.</p>\n<p>There's no shortage of skeptics when it comes to pricey live TV streaming services in general or the ascending fuboTV in particular. It remains heavily shorted with 16% of its shares outstanding wrapped up in bearish wagers. fuboTV keeps getting it right with every passing quarter, so let's dive into why the naysayers are on the wrong side of this bet.</p>\n<h2>1. Growth keeps growing</h2>\n<p>When fuboTV hit the market in the fall of last year it was understandable to wonder if it was peaking. The platform was growing a lot faster than the established tech and entertainment giants in this space. Could the sports-first platform's heady growth be sustainable? Bulls will appreciate the answer:</p>\n<ul>\n <li>Q3 2020: 71% revenue growth.</li>\n <li>Q4 2020: 98% revenue growth.</li>\n <li>Q1 2021: 135% revenue growth.</li>\n <li>Q2 2021: 196% revenue growth.</li>\n</ul>\n<p>Year-over-year revenue gains nearly tripled in Tuesday afternoon's quarterly update. A 138% increase in subscribers over the past year finds fuboTV with 681,721 accounts. Viewers streamed 245 million hours of content through the second quarter, a 148% year-over-year increase. Usage outpacing subscriber growth means that that the average account was spending <i>more</i> time on the platform, rather than <i>less</i> as many feared with real-world social scenes opening back up again earlier this year.</p>\n<p>Revenue growing faster than subscriber gains is another positive indicator of monetization. Average revenue per user has risen 30% to $71.43 a month, mostly on folks paying more but also on continuing improvement in the platform's monetization via ads. Advertising revenue per user has soared 62% to a monthly average of $8.70. Even ad-supported free platforms aren't commanding anything close to this -- and this segment is less than 13% of fuboTV's total revenue.</p>\n<h2>2. Guidance keeps moving higher</h2>\n<p>Investors have been spoiled by fuboTV jacking up its subscriber guidance. fuboTV has only been public for 10 months, but between updates and reported results we've seen its year-end subscriber goals clock in higher in October and November of last year as well as January, March, May, and now August of this year.</p>\n<p>Tuesday treated investors to the sixth guidance increase or beat on subscribers for a company that is still in its rookie season in the public markets. fuboTV now expects to close out the year with 910,000 to 920,000 subscribers -- a 67% increase at the midpoint -- and given its penchant for conservative outlooks it bears pointing out that we still have more than four months left in 2021 for it to revise those goals higher.</p>\n<p>fuboTV's refreshed top-line guidance of $560 million to $570 million -- a 116% increase over 2020 -- is also naturally moving higher. Freshly initiated guidance for the current quarter calls for fuboTV to have 810,000 to 820,000 subscribers by the end of next month, generating $140 million to $144 million in revenue for the third quarter.</p>\n<p>It's a \"beat and raise\" across the board. Bears will have to either capitulate or keep rubbing their eyes until they find the holes in the report.</p>\n<h2>3. Place your bets</h2>\n<p>The best thing about fuboTV's guidance for the balance of this year is that it does <i>not</i> include any projected revenue from online sports wagering. One of the things that sent fuboTV soaring around the holidays last year was that it was parlaying its niche leadership as a \"sport-first\" live TV streaming service into potential wagering revenue possibilities.</p>\n<p>fuboTV acquired a pair of companies between December of last year and January of this year to help it launch fantasy sports and actual sportsbook features later this year. The launch of predictive free-to-play games has been progressing steadily this summer, but that's merely a tapas-sized taste to get subscribers ready for the launch of Fubo Sportsbook in the fourth quarter of this year. In a preview of the upcoming app, Fubo Sportsbook will update in real time with relevant bets based on what channel a subscriber is watching. As the only live TV streaming service with an in-house sportsbook on the way we're talking about nailing the final mile as a seamless invisible connection between the TV and a mobile betting app.</p>\n<p>If you think the bears are scrambling for the exits now after the blowout report, just wait until later this year. Even if you're not the betting type you can probably bet that the naysayers will continue to be at a loss for words in wagering against the fast-growing media stock that fuboTV has become.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Why Bears Are Wrong About fuboTV 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\">\n3 Reasons Why Bears Are Wrong About fuboTV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/11/3-reasons-why-bear-are-wrong-about-fubotv-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Momentum keeps channel surfing its way to fuboTV (NYSE:FUBO). Shares of the cloud-based live TV platform provider opened sharply higher on Wednesday after the company delivered another blowout quarter...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/11/3-reasons-why-bear-are-wrong-about-fubotv-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2021/08/11/3-reasons-why-bear-are-wrong-about-fubotv-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158280307","content_text":"Momentum keeps channel surfing its way to fuboTV (NYSE:FUBO). Shares of the cloud-based live TV platform provider opened sharply higher on Wednesday after the company delivered another blowout quarter.\nThere's no shortage of skeptics when it comes to pricey live TV streaming services in general or the ascending fuboTV in particular. It remains heavily shorted with 16% of its shares outstanding wrapped up in bearish wagers. fuboTV keeps getting it right with every passing quarter, so let's dive into why the naysayers are on the wrong side of this bet.\n1. Growth keeps growing\nWhen fuboTV hit the market in the fall of last year it was understandable to wonder if it was peaking. The platform was growing a lot faster than the established tech and entertainment giants in this space. Could the sports-first platform's heady growth be sustainable? Bulls will appreciate the answer:\n\nQ3 2020: 71% revenue growth.\nQ4 2020: 98% revenue growth.\nQ1 2021: 135% revenue growth.\nQ2 2021: 196% revenue growth.\n\nYear-over-year revenue gains nearly tripled in Tuesday afternoon's quarterly update. A 138% increase in subscribers over the past year finds fuboTV with 681,721 accounts. Viewers streamed 245 million hours of content through the second quarter, a 148% year-over-year increase. Usage outpacing subscriber growth means that that the average account was spending more time on the platform, rather than less as many feared with real-world social scenes opening back up again earlier this year.\nRevenue growing faster than subscriber gains is another positive indicator of monetization. Average revenue per user has risen 30% to $71.43 a month, mostly on folks paying more but also on continuing improvement in the platform's monetization via ads. Advertising revenue per user has soared 62% to a monthly average of $8.70. Even ad-supported free platforms aren't commanding anything close to this -- and this segment is less than 13% of fuboTV's total revenue.\n2. Guidance keeps moving higher\nInvestors have been spoiled by fuboTV jacking up its subscriber guidance. fuboTV has only been public for 10 months, but between updates and reported results we've seen its year-end subscriber goals clock in higher in October and November of last year as well as January, March, May, and now August of this year.\nTuesday treated investors to the sixth guidance increase or beat on subscribers for a company that is still in its rookie season in the public markets. fuboTV now expects to close out the year with 910,000 to 920,000 subscribers -- a 67% increase at the midpoint -- and given its penchant for conservative outlooks it bears pointing out that we still have more than four months left in 2021 for it to revise those goals higher.\nfuboTV's refreshed top-line guidance of $560 million to $570 million -- a 116% increase over 2020 -- is also naturally moving higher. Freshly initiated guidance for the current quarter calls for fuboTV to have 810,000 to 820,000 subscribers by the end of next month, generating $140 million to $144 million in revenue for the third quarter.\nIt's a \"beat and raise\" across the board. Bears will have to either capitulate or keep rubbing their eyes until they find the holes in the report.\n3. Place your bets\nThe best thing about fuboTV's guidance for the balance of this year is that it does not include any projected revenue from online sports wagering. One of the things that sent fuboTV soaring around the holidays last year was that it was parlaying its niche leadership as a \"sport-first\" live TV streaming service into potential wagering revenue possibilities.\nfuboTV acquired a pair of companies between December of last year and January of this year to help it launch fantasy sports and actual sportsbook features later this year. The launch of predictive free-to-play games has been progressing steadily this summer, but that's merely a tapas-sized taste to get subscribers ready for the launch of Fubo Sportsbook in the fourth quarter of this year. In a preview of the upcoming app, Fubo Sportsbook will update in real time with relevant bets based on what channel a subscriber is watching. As the only live TV streaming service with an in-house sportsbook on the way we're talking about nailing the final mile as a seamless invisible connection between the TV and a mobile betting app.\nIf you think the bears are scrambling for the exits now after the blowout report, just wait until later this year. Even if you're not the betting type you can probably bet that the naysayers will continue to be at a loss for words in wagering against the fast-growing media stock that fuboTV has become.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896777400,"gmtCreate":1628608042600,"gmtModify":1633745750829,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090294040868890","idStr":"4090294040868890"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896777400","repostId":"1103660662","repostType":4,"repost":{"id":"1103660662","pubTimestamp":1628579372,"share":"https://www.laohu8.com/m/news/1103660662?lang=&edition=full","pubTime":"2021-08-10 15:09","market":"us","language":"en","title":"3 Reasons To Sell Airbnb And Buy Booking Holdings Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1103660662","media":"seeking alpha","summary":"We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of i","content":"<p>We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of its house renting platform, but were deeply disappointed that its shares have never traded at what we consider reasonable prices.</p>\n<p>It seems we are not the only ones liking their platform, seeing the number of downloads of its app on the Google Play Store exceeding 50 million, and with an average rating of 4.6/5.<img src=\"https://static.tigerbbs.com/6a6e66ca82026c922d9565d2175070fc\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Google Play Store</p>\n<p>On the other hand there is Booking Holdings (BKNG), which has traded in the stock market for over 20 years, and has not experienced as much hype recently as Airbnb has. It actually has more downloads and a better app rating than Airbnb. The Booking app has been downloaded more than 100 million times and has a 4.7/5 rating.<img src=\"https://static.tigerbbs.com/490cd620f1b105fb8a7d78aa0e4c1141\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Google Play Store</p>\n<p>Beyond their namesake apps, Airbnb acquired Lastminute.com, and Booking Holdings owns other very popular websites and apps including OpenTable, Kayak, and Agoda.</p>\n<p>1. Reason #1 Business model</p>\n<p>Both companies have very strong platform business models that benefit from network effects. People looking for travel accommodation tend to search first on the site with more/better options, and property owners tend to list their offerings on the platforms with more users. This creates a powerful network effect that reinforces the dominance of the platform. The main difference in the business model is that while they both compete on demand side of the platform for travelers, on the supply side Booking mostly features hotels while Airbnb has properties owned by individuals. We prefer Booking's focus on hotels given that it is more reliable and has less regulatory risks.</p>\n<p>Another important business model difference is the market focus. Looking at Alexa.com we see that Airbnb is only the #217 most popular website worldwide, but it is #63 in the United States. Most of its website traffic comes from the USA, with some significant contribution from Japan and Mexico.</p>\n<p><img src=\"https://static.tigerbbs.com/a82d63f8f1712a2c6ffcc64529d4b870\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:Alexa.com</p>\n<p>Meanwhile Booking is a lot more popular internationally, with its website being the #80 in the world, but #108 in the USA. Its website visits are a lot more distributed around the globe, with the USA as the most important contributor, followed by Italy and then Russia.</p>\n<p><img src=\"https://static.tigerbbs.com/298544cde4e5d072a731aad4163689ab\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:Alexa.com</p>\n<p>While both companies have relatively similar platform business models, we believe the focus on professional supply and international focus is somewhat preferable, but it can be said that both companies operate attractive and successful platforms.</p>\n<p>2. Reason #2 Regulatory issues</p>\n<p>One big advantage Booking has is that by focusing on hotels it is not at odds with city and national government the way Airbnb is, with many cities battling the company over taxes and zoning rules.</p>\n<p><img src=\"https://static.tigerbbs.com/4acb5425499a37f92debf453d1551d62\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Wired.com</p>\n<p>There is some nuance to this point, since Booking is starting to add alternative accommodations and Airbnb has lastminute.com which focuses on hotels, but in general it is fair to say that the accommodation supply on Airbnb tends to be more problematic in terms of regulations or lack thereof.</p>\n<p>For readers interested in a more in depth look at the issues cities have with Airbnb we recommendthis Wired article. Below we include an extract detailing the type of legal issues the company is facing:</p>\n<blockquote>\n \"Read my lips: We want to pay taxes,” Chris Lehane, Airbnb’s global head of public policy,told the nation’s mayorsin 2016. In the years since, the home-sharing site has repeated the declaration in press releases,op-eds, emails, and onbillboards. On its website, Airbnb says it is “democratizing revenue by generating tens of millions of new tax dollars for governments all over the world.”But when Palm Beach County, Florida, a popular tourist destination, passed an ordinance in October 2018 requiringAirbnband other short-term rental companies to collect and pay the county’s 6 percent occupancy tax on visits arranged through their sites, Airbnb sued.Palm Beach County tax collector Anne Gannon wasn’t surprised. “We knew we were going to get sued,” she says. “That’s what they do all over the country. It’s their mode of operation.”\n</blockquote>\n<p>3. Reason #3 Valuation, valuation, valuation</p>\n<p>If the 3 most important things in real estate are location, location, location. When investing the 3 most important things are valuation, valuation, valuation.</p>\n<p>Despite the similarities between the two companies, investors are paying almost twice for a dollar of revenue for Airbnb compared to Booking.</p>\n<p><img src=\"https://static.tigerbbs.com/3bd720ee3691841fd400a7aed61f43d4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\">Data by YCharts</p>\n<p>Similarly a quick look to the EV/EBITDA multiples shows again that investors are valuing Airbnb at a huge premium to Booking. Below we show the difference, with EBITDA being the estimate for the coming year (i.e. forward estimate). We do not think it is reasonable to value a dollar of earnings from Airbnb at more that 3x a dollar of earnings for Booking.</p>\n<p><img src=\"https://static.tigerbbs.com/45637bdfb699651c069058ea94f13de1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\">Data by YCharts</p>\n<p>It could be argued by some that the valuation difference is due to faster growth by Airbnb, so we will proceed to compare both companies using a DCF model.</p>\n<p>We used the earnings estimates from Seeking Alpha to build a discounted cash flow model for each. We start with Airbnb where we use more than ten years of analyst estimates, and then we assume an above GDP long-term growth rate of 5%. For the discount rate we use 10% since that is the minimum return we would be willing to accept as investors in the company.</p>\n<p><img src=\"https://static.tigerbbs.com/e762de0de40f35d057d488fa9c74c804\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Seeking Alpha</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Fiscal Period Ending</b></td>\n   <td><b>EPS Estimate</b></td>\n   <td><b># Analysts</b></td>\n  </tr>\n  <tr>\n   <td>Dec 2021</td>\n   <td>-$1.99</td>\n   <td>26</td>\n  </tr>\n  <tr>\n   <td>Dec 2022</td>\n   <td>-$0.11</td>\n   <td>24</td>\n  </tr>\n  <tr>\n   <td>Dec 2023</td>\n   <td>$0.57</td>\n   <td>18</td>\n  </tr>\n  <tr>\n   <td>Dec 2024</td>\n   <td>$1.27</td>\n   <td>9</td>\n  </tr>\n  <tr>\n   <td>Dec 2025</td>\n   <td>$2.42</td>\n   <td>7</td>\n  </tr>\n  <tr>\n   <td>Dec 2026</td>\n   <td>$3.41</td>\n   <td>5</td>\n  </tr>\n  <tr>\n   <td>Dec 2027</td>\n   <td>$5.25</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Dec 2028</td>\n   <td>$6.16</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Dec 2029</td>\n   <td>$7.55</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Dec 2030</td>\n   <td>$9.02</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Terminal value</td>\n   <td>$180.40</td>\n   <td>5% growth per year</td>\n  </tr>\n  <tr>\n   <td><b>DCF value per share</b></td>\n   <td><b>$86.02</b></td>\n   <td>10% discount rate</td>\n  </tr>\n </tbody>\n</table>\n<p>The DCF model result of $86 per share for Airbnb is significantly lower than its recent trading price of ~$150.</p>\n<p>Repeating the exercise for Booking we obtain an estimated value per share of $3,422 compared to a recent trading price of $2,182. We therefore believe Booking Holdings is trading at a more than 33% discount to fair value, with a very nice margin of safety.</p>\n<p><img src=\"https://static.tigerbbs.com/31691e79c2a880a5a6ef83477d176106\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Seeking Alpha</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Fiscal Period Ending</b></td>\n   <td><b>EPS Estimate</b></td>\n   <td><b># Analysts</b></td>\n  </tr>\n  <tr>\n   <td>Dec 2021</td>\n   <td>$40.71</td>\n   <td>29</td>\n  </tr>\n  <tr>\n   <td>Dec 2022</td>\n   <td>$98.10</td>\n   <td>29</td>\n  </tr>\n  <tr>\n   <td>Dec 2023</td>\n   <td>$124.71</td>\n   <td>19</td>\n  </tr>\n  <tr>\n   <td>Dec 2024</td>\n   <td>$142.74</td>\n   <td>6</td>\n  </tr>\n  <tr>\n   <td>Dec 2025</td>\n   <td>$156.53</td>\n   <td>5</td>\n  </tr>\n  <tr>\n   <td>Dec 2026</td>\n   <td>$180.59</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Dec 2027</td>\n   <td>$201.19</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Dec 2028</td>\n   <td>$247.76</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Dec 2029</td>\n   <td>$278.76</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Dec 2030</td>\n   <td>$308.11</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Terminal value</td>\n   <td>$6,162.20</td>\n   <td>5% growth per year</td>\n  </tr>\n  <tr>\n   <td><b>DCF value per share</b></td>\n   <td><b>$3,422.16</b></td>\n   <td>10% discount rate</td>\n  </tr>\n </tbody>\n</table>\n<p>Conclusion</p>\n<p>Airbnb and Booking Holdings are both high-quality platform businesses that will likely benefit from the increase in online travel bookings. However, at present time, we think Booking Holdings is the better option thanks to its international strategy, focus on hotels, and more than anything a much more reasonable valuation.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons To Sell Airbnb And Buy Booking Holdings Instead</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\">\n3 Reasons To Sell Airbnb And Buy Booking Holdings Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 15:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4447055-sell-airbnb-buy-booking-holdings><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of its house renting platform, but were deeply disappointed that its shares have never traded at what we...</p>\n\n<a href=\"https://seekingalpha.com/article/4447055-sell-airbnb-buy-booking-holdings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BKNG":"Booking Holdings"},"source_url":"https://seekingalpha.com/article/4447055-sell-airbnb-buy-booking-holdings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103660662","content_text":"We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of its house renting platform, but were deeply disappointed that its shares have never traded at what we consider reasonable prices.\nIt seems we are not the only ones liking their platform, seeing the number of downloads of its app on the Google Play Store exceeding 50 million, and with an average rating of 4.6/5.Source: Google Play Store\nOn the other hand there is Booking Holdings (BKNG), which has traded in the stock market for over 20 years, and has not experienced as much hype recently as Airbnb has. It actually has more downloads and a better app rating than Airbnb. The Booking app has been downloaded more than 100 million times and has a 4.7/5 rating.\nSource: Google Play Store\nBeyond their namesake apps, Airbnb acquired Lastminute.com, and Booking Holdings owns other very popular websites and apps including OpenTable, Kayak, and Agoda.\n1. Reason #1 Business model\nBoth companies have very strong platform business models that benefit from network effects. People looking for travel accommodation tend to search first on the site with more/better options, and property owners tend to list their offerings on the platforms with more users. This creates a powerful network effect that reinforces the dominance of the platform. The main difference in the business model is that while they both compete on demand side of the platform for travelers, on the supply side Booking mostly features hotels while Airbnb has properties owned by individuals. We prefer Booking's focus on hotels given that it is more reliable and has less regulatory risks.\nAnother important business model difference is the market focus. Looking at Alexa.com we see that Airbnb is only the #217 most popular website worldwide, but it is #63 in the United States. Most of its website traffic comes from the USA, with some significant contribution from Japan and Mexico.\n\nSource:Alexa.com\nMeanwhile Booking is a lot more popular internationally, with its website being the #80 in the world, but #108 in the USA. Its website visits are a lot more distributed around the globe, with the USA as the most important contributor, followed by Italy and then Russia.\n\nSource:Alexa.com\nWhile both companies have relatively similar platform business models, we believe the focus on professional supply and international focus is somewhat preferable, but it can be said that both companies operate attractive and successful platforms.\n2. Reason #2 Regulatory issues\nOne big advantage Booking has is that by focusing on hotels it is not at odds with city and national government the way Airbnb is, with many cities battling the company over taxes and zoning rules.\n\nSource: Wired.com\nThere is some nuance to this point, since Booking is starting to add alternative accommodations and Airbnb has lastminute.com which focuses on hotels, but in general it is fair to say that the accommodation supply on Airbnb tends to be more problematic in terms of regulations or lack thereof.\nFor readers interested in a more in depth look at the issues cities have with Airbnb we recommendthis Wired article. Below we include an extract detailing the type of legal issues the company is facing:\n\n \"Read my lips: We want to pay taxes,” Chris Lehane, Airbnb’s global head of public policy,told the nation’s mayorsin 2016. In the years since, the home-sharing site has repeated the declaration in press releases,op-eds, emails, and onbillboards. On its website, Airbnb says it is “democratizing revenue by generating tens of millions of new tax dollars for governments all over the world.”But when Palm Beach County, Florida, a popular tourist destination, passed an ordinance in October 2018 requiringAirbnband other short-term rental companies to collect and pay the county’s 6 percent occupancy tax on visits arranged through their sites, Airbnb sued.Palm Beach County tax collector Anne Gannon wasn’t surprised. “We knew we were going to get sued,” she says. “That’s what they do all over the country. It’s their mode of operation.”\n\n3. Reason #3 Valuation, valuation, valuation\nIf the 3 most important things in real estate are location, location, location. When investing the 3 most important things are valuation, valuation, valuation.\nDespite the similarities between the two companies, investors are paying almost twice for a dollar of revenue for Airbnb compared to Booking.\nData by YCharts\nSimilarly a quick look to the EV/EBITDA multiples shows again that investors are valuing Airbnb at a huge premium to Booking. Below we show the difference, with EBITDA being the estimate for the coming year (i.e. forward estimate). We do not think it is reasonable to value a dollar of earnings from Airbnb at more that 3x a dollar of earnings for Booking.\nData by YCharts\nIt could be argued by some that the valuation difference is due to faster growth by Airbnb, so we will proceed to compare both companies using a DCF model.\nWe used the earnings estimates from Seeking Alpha to build a discounted cash flow model for each. We start with Airbnb where we use more than ten years of analyst estimates, and then we assume an above GDP long-term growth rate of 5%. For the discount rate we use 10% since that is the minimum return we would be willing to accept as investors in the company.\n\nSource: Seeking Alpha\n\n\n\nFiscal Period Ending\nEPS Estimate\n# Analysts\n\n\nDec 2021\n-$1.99\n26\n\n\nDec 2022\n-$0.11\n24\n\n\nDec 2023\n$0.57\n18\n\n\nDec 2024\n$1.27\n9\n\n\nDec 2025\n$2.42\n7\n\n\nDec 2026\n$3.41\n5\n\n\nDec 2027\n$5.25\n3\n\n\nDec 2028\n$6.16\n3\n\n\nDec 2029\n$7.55\n2\n\n\nDec 2030\n$9.02\n2\n\n\nTerminal value\n$180.40\n5% growth per year\n\n\nDCF value per share\n$86.02\n10% discount rate\n\n\n\nThe DCF model result of $86 per share for Airbnb is significantly lower than its recent trading price of ~$150.\nRepeating the exercise for Booking we obtain an estimated value per share of $3,422 compared to a recent trading price of $2,182. We therefore believe Booking Holdings is trading at a more than 33% discount to fair value, with a very nice margin of safety.\n\nSource: Seeking Alpha\n\n\n\nFiscal Period Ending\nEPS Estimate\n# Analysts\n\n\nDec 2021\n$40.71\n29\n\n\nDec 2022\n$98.10\n29\n\n\nDec 2023\n$124.71\n19\n\n\nDec 2024\n$142.74\n6\n\n\nDec 2025\n$156.53\n5\n\n\nDec 2026\n$180.59\n3\n\n\nDec 2027\n$201.19\n2\n\n\nDec 2028\n$247.76\n1\n\n\nDec 2029\n$278.76\n1\n\n\nDec 2030\n$308.11\n1\n\n\nTerminal value\n$6,162.20\n5% growth per year\n\n\nDCF value per share\n$3,422.16\n10% discount rate\n\n\n\nConclusion\nAirbnb and Booking Holdings are both high-quality platform businesses that will likely benefit from the increase in online travel bookings. However, at present time, we think Booking Holdings is the better option thanks to its international strategy, focus on hotels, and more than anything a much more reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896772912,"gmtCreate":1628607889736,"gmtModify":1633745752460,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090294040868890","idStr":"4090294040868890"},"themes":[],"htmlText":"👌👌","listText":"👌👌","text":"👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896772912","repostId":"1199439318","repostType":4,"repost":{"id":"1199439318","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":1628583651,"share":"https://www.laohu8.com/m/news/1199439318?lang=&edition=full","pubTime":"2021-08-10 16:20","market":"us","language":"en","title":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199439318","media":"Tiger Newspress","summary":"Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.</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 shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.\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\">2021-08-10 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199439318","content_text":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898599271,"gmtCreate":1628507400593,"gmtModify":1633746603452,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090294040868890","idStr":"4090294040868890"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898599271","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://www.laohu8.com/m/news/2157492988?lang=&edition=full","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Large-Cap Stocks to Buy in August</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\">\n3 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898590797,"gmtCreate":1628507347619,"gmtModify":1633746604224,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090294040868890","idStr":"4090294040868890"},"themes":[],"htmlText":"👏👏","listText":"👏👏","text":"👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898590797","repostId":"2158410215","repostType":4,"repost":{"id":"2158410215","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":1628499516,"share":"https://www.laohu8.com/m/news/2158410215?lang=&edition=full","pubTime":"2021-08-09 16:58","market":"hk","language":"en","title":"HK stocks rise as banks, property shares gain; Alibaba weighs on tech sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2158410215","media":"Reuters","summary":"Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and pro","content":"<p>Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and property shares, as signs of slowing economic growth in China fanned hopes of fresh policy easing.</p>\n<p>** Tech shares fell, dragged down by Alibaba , which was rocked by sexual assault allegation.</p>\n<p>** The Hang Seng index rose 0.4%, to 26,283.40, while the China Enterprises Index gained 0.4%, to 9,313.97.</p>\n<p>** China's factory gate inflation climbed 9% in July, rising at a faster clip from the previous month and above expectations, adding to strains on an economy losing recovery momentum.</p>\n<p>** The worrying inflation data, plus the expected slowdown in domestic export growth last month, fuelled expectations of fresh easing from Beijing.</p>\n<p>** \"We expect another 50bp RRR cut this year, while local government bond issuance could accelerate in the coming months to support infrastructure investment,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> wrote, citing the need for more policy support to stabilise the job market.</p>\n<p>** Hong Kong's financial index , dominated by Chinese banking heavyweights, rose 1%. The property index&nbsp;jumped 2.1%.</p>\n<p>** But the Hang Seng Tech index dropped 0.5%.</p>\n<p>** Alibaba Group Holding Ltd dropped 2.5%, after the Chinese e-commerce giant said on Sunday it had suspended several staff following an employee's allegations that she was sexually assaulted by her boss and a client.</p>\n<p>** Chinese food delivery giant Meituan&nbsp;added 3.1%, after it joined a meeting with government regulators on improving safety and labour rights for delivery workers.</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>HK stocks rise as banks, property shares gain; Alibaba weighs on tech sector</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\">\nHK stocks rise as banks, property shares gain; Alibaba weighs on tech sector\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\">2021-08-09 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and property shares, as signs of slowing economic growth in China fanned hopes of fresh policy easing.</p>\n<p>** Tech shares fell, dragged down by Alibaba , which was rocked by sexual assault allegation.</p>\n<p>** The Hang Seng index rose 0.4%, to 26,283.40, while the China Enterprises Index gained 0.4%, to 9,313.97.</p>\n<p>** China's factory gate inflation climbed 9% in July, rising at a faster clip from the previous month and above expectations, adding to strains on an economy losing recovery momentum.</p>\n<p>** The worrying inflation data, plus the expected slowdown in domestic export growth last month, fuelled expectations of fresh easing from Beijing.</p>\n<p>** \"We expect another 50bp RRR cut this year, while local government bond issuance could accelerate in the coming months to support infrastructure investment,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> wrote, citing the need for more policy support to stabilise the job market.</p>\n<p>** Hong Kong's financial index , dominated by Chinese banking heavyweights, rose 1%. The property index&nbsp;jumped 2.1%.</p>\n<p>** But the Hang Seng Tech index dropped 0.5%.</p>\n<p>** Alibaba Group Holding Ltd dropped 2.5%, after the Chinese e-commerce giant said on Sunday it had suspended several staff following an employee's allegations that she was sexually assaulted by her boss and a client.</p>\n<p>** Chinese food delivery giant Meituan&nbsp;added 3.1%, after it joined a meeting with government regulators on improving safety and labour rights for delivery workers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158410215","content_text":"Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and property shares, as signs of slowing economic growth in China fanned hopes of fresh policy easing.\n** Tech shares fell, dragged down by Alibaba , which was rocked by sexual assault allegation.\n** The Hang Seng index rose 0.4%, to 26,283.40, while the China Enterprises Index gained 0.4%, to 9,313.97.\n** China's factory gate inflation climbed 9% in July, rising at a faster clip from the previous month and above expectations, adding to strains on an economy losing recovery momentum.\n** The worrying inflation data, plus the expected slowdown in domestic export growth last month, fuelled expectations of fresh easing from Beijing.\n** \"We expect another 50bp RRR cut this year, while local government bond issuance could accelerate in the coming months to support infrastructure investment,\" Morgan Stanley wrote, citing the need for more policy support to stabilise the job market.\n** Hong Kong's financial index , dominated by Chinese banking heavyweights, rose 1%. The property index jumped 2.1%.\n** But the Hang Seng Tech index dropped 0.5%.\n** Alibaba Group Holding Ltd dropped 2.5%, after the Chinese e-commerce giant said on Sunday it had suspended several staff following an employee's allegations that she was sexually assaulted by her boss and a client.\n** Chinese food delivery giant Meituan added 3.1%, after it joined a meeting with government regulators on improving safety and labour rights for delivery workers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891528473,"gmtCreate":1628401930592,"gmtModify":1633747325533,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090294040868890","idStr":"4090294040868890"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891528473","repostId":"1139912651","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891528632,"gmtCreate":1628401904526,"gmtModify":1633747325876,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090294040868890","idStr":"4090294040868890"},"themes":[],"htmlText":"Like and.comment","listText":"Like and.comment","text":"Like and.comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891528632","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898599271,"gmtCreate":1628507400593,"gmtModify":1633746603452,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898599271","repostId":"2157492988","repostType":4,"repost":{"id":"2157492988","pubTimestamp":1628480467,"share":"https://www.laohu8.com/m/news/2157492988?lang=&edition=full","pubTime":"2021-08-09 11:41","market":"us","language":"en","title":"3 Top Large-Cap Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2157492988","media":"Motley Fool","summary":"These three large-cap stocks provide growth and stability.","content":"<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the <b>S&amp;P 500</b> and <b>Nasdaq</b> <b>Composite</b> are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.</p>\n<p>The trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.<img src=\"https://static.tigerbbs.com/a473d5ba64c80633f42466d051223667\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image Source: Getty Images</p>\n<h2><b>Amazon's \"slowing growth\" narrative is too bearish</b></h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!</p>\n<p>That said, shares of Amazon are trailing the S&amp;P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.</p>\n<p>After being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.</p>\n<p>There are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.</p>\n<p>However, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.</p>\n<h2><b><a href=\"https://laohu8.com/S/FB\">Facebook</a>'s slowing user-growth isn't an issue</b></h2>\n<p><b>Facebook</b>'s (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.</p>\n<p>Facebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.</p>\n<p>Like Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.</p>\n<p>Despite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.</p>\n<p>Zuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.</p>\n<h2><b>Apple is going from strength to strength</b></h2>\n<p>By now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, <b>Apple</b> (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.</p>\n<p>Despite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.</p>\n<p>While shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.</p>\n<p>Revenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Large-Cap Stocks to Buy in August</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\">\n3 Top Large-Cap Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/08/07/3-top-large-cap-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157492988","content_text":"Investors need large-cap stocks in their portfolios. These proven companies provide the bulk of index returns, as both the S&P 500 and Nasdaq Composite are weighted by market capitalization. Large cap stocks have also earned their massive sizes due to their histories of exceeding expectations and making patient investors steady returns.\nThe trade-off has always been framed as sacrificing growth for the stability large-cap stocks provide. But investors are increasingly rejecting this false narrative as many large-cap tech stocks continue to post above-average growth rates. These three large-cap companies offer the stability of large-cap stocks, with above-average growth potential.\nImage Source: Getty Images\nAmazon's \"slowing growth\" narrative is too bearish\nAmazon (NASDAQ:AMZN) has made quite a few investors rich on its way to a $1.7 trillion market cap, including its founder Jeff Bezos -- now the second-richest man in the world. If you had invested $10,000 at its market debut in 1997, your stake would be worth more than $20 million today!\nThat said, shares of Amazon are trailing the S&P 500 this year, posting a 3% return versus 17% for the index. Despite posting a year-over-year revenue increase of 27%, Amazon missed analyst expectations of a 29% top-line beat. Additionally, the company guided for third-quarter revenue to come in at $109 billion at the midpoint, below consensus estimates of $119 billion.\nAfter being faulted for having no earnings for years, Amazon smashed earnings per share estimates by 23% despite missing on the top line. Ironically, investors ignored the increased profitability of the business to focus on slowing growth.\nThere are reasons for long-term investors to consider this nothing but noise. Pandemic lockdowns boosted demand for e-commerce last year, which made 2021 a difficult year for comparisons. However, Amazon's higher-margin business segments like third-party seller services (38%), AWS (37%), and subscription services (32%) all outperformed analyst expectations.\nHowever, what's exciting is the company's catch-all other division, which is mostly advertising. During the quarter, revenue attributable to other increased 87% and is now half the size of AWS. Amazon's temporary sell-off has given long-term investors an attractive entry point.\nFacebook's slowing user-growth isn't an issue\nFacebook's (NASDAQ:FB) Mark Zuckerberg isn't as rich as Bezos, trailing him by an estimated $70 billion, but at 37 he still has a long career ahead of him. Zuckerberg has grown Facebook from an idea to a $1 trillion market cap, and shares are currently 840% higher than their $38 IPO price nine years ago. And there are still long-term drivers drivers ahead for the company.\nFacebook's stock rally was halted in its tracks due to second-quarter earnings, despite growing revenue by 56% and EPS by 101% -- both higher than consensus estimates. Investors were disappointed with the company's commentary on revenue growth in the back half of 2021 and the fact that daily active users in the lucrative U.S. and Canadian markets declined from the prior year's corresponding period.\nLike Amazon, Facebook is seeing a return to normal after the pandemic. Social media usage understandably exploded during the pandemic, and a return to more in-person events was always going to impact the company's engagement.\nDespite the modest yearly decline in daily active users (DAUs) (1.5%), the company still has 195 million people across the U.S. and Canada logging into a Facebook product daily, and can monetize users by raising costs per ad, like it did this quarter.\nZuckerberg is now focused on his most audacious plans yet -- the metaverse. The company acquired virtual reality company Oculus in 2014, and plans to use its headsets to create an entirely new virtual world for users. The potential upside could be bigger than anything it's done yet.\nApple is going from strength to strength\nBy now, you might have identified a theme in the above stocks, as all are mega-cap tech companies that sold off after earnings. Against that backdrop, Apple (NASDAQ:AAPL) is a natural fit, as shares moderately sold off after the company reported fiscal third-quarter earnings. Although its market cap is approaching $2.5 trillion, the company continues to have growth drivers.\nDespite concerns that the iPhone market was saturated, Apple grew revenue attributable to the device 50% over the prior year and boosted total revenue higher by 36%. Although Apple easily topped analyst expectations for revenue and earnings, investors reacted negatively to commentary from CEO Tim Cook that chip shortages could impact iPhone and iPad sales in the current quarter.\nWhile shortages are never ideal, in the short term this is an example of a \"good problem.\" Demand outstripping supply means your product is coveted, and it's unlikely many iPhone users will step out of its ecosystem to buy an Android. In fact, it's this sticky user base that will power Apple's next phase of growth, as Apple has been aggressive at monetizing its installed base with services and recurring subscription-based revenue.\nRevenue attributable to services grew 33% over the prior year, an acceleration from the 27% growth rate the prior quarter. During the earnings call, Cook noted the company has nearly 700 million subscribers, a 27% increase from the prior year. Ignore the short-term chip bottleneck, Apple has many growth levers to pull going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891528473,"gmtCreate":1628401930592,"gmtModify":1633747325533,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891528473","repostId":"1139912651","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895068925,"gmtCreate":1628695106667,"gmtModify":1633745039949,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"👌👌👌","listText":"👌👌👌","text":"👌👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895068925","repostId":"2158280307","repostType":4,"repost":{"id":"2158280307","pubTimestamp":1628694600,"share":"https://www.laohu8.com/m/news/2158280307?lang=&edition=full","pubTime":"2021-08-11 23:10","market":"us","language":"en","title":"3 Reasons Why Bears Are Wrong About fuboTV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2158280307","media":"Motley Fool","summary":"Another blowout quarter finds bears scrambling for the exits. It's only going to get worse for the boo birds.","content":"<p>Momentum keeps channel surfing its way to <b>fuboTV</b> (NYSE:FUBO). Shares of the cloud-based live TV platform provider opened sharply higher on Wednesday after the company delivered another blowout quarter.</p>\n<p>There's no shortage of skeptics when it comes to pricey live TV streaming services in general or the ascending fuboTV in particular. It remains heavily shorted with 16% of its shares outstanding wrapped up in bearish wagers. fuboTV keeps getting it right with every passing quarter, so let's dive into why the naysayers are on the wrong side of this bet.</p>\n<h2>1. Growth keeps growing</h2>\n<p>When fuboTV hit the market in the fall of last year it was understandable to wonder if it was peaking. The platform was growing a lot faster than the established tech and entertainment giants in this space. Could the sports-first platform's heady growth be sustainable? Bulls will appreciate the answer:</p>\n<ul>\n <li>Q3 2020: 71% revenue growth.</li>\n <li>Q4 2020: 98% revenue growth.</li>\n <li>Q1 2021: 135% revenue growth.</li>\n <li>Q2 2021: 196% revenue growth.</li>\n</ul>\n<p>Year-over-year revenue gains nearly tripled in Tuesday afternoon's quarterly update. A 138% increase in subscribers over the past year finds fuboTV with 681,721 accounts. Viewers streamed 245 million hours of content through the second quarter, a 148% year-over-year increase. Usage outpacing subscriber growth means that that the average account was spending <i>more</i> time on the platform, rather than <i>less</i> as many feared with real-world social scenes opening back up again earlier this year.</p>\n<p>Revenue growing faster than subscriber gains is another positive indicator of monetization. Average revenue per user has risen 30% to $71.43 a month, mostly on folks paying more but also on continuing improvement in the platform's monetization via ads. Advertising revenue per user has soared 62% to a monthly average of $8.70. Even ad-supported free platforms aren't commanding anything close to this -- and this segment is less than 13% of fuboTV's total revenue.</p>\n<h2>2. Guidance keeps moving higher</h2>\n<p>Investors have been spoiled by fuboTV jacking up its subscriber guidance. fuboTV has only been public for 10 months, but between updates and reported results we've seen its year-end subscriber goals clock in higher in October and November of last year as well as January, March, May, and now August of this year.</p>\n<p>Tuesday treated investors to the sixth guidance increase or beat on subscribers for a company that is still in its rookie season in the public markets. fuboTV now expects to close out the year with 910,000 to 920,000 subscribers -- a 67% increase at the midpoint -- and given its penchant for conservative outlooks it bears pointing out that we still have more than four months left in 2021 for it to revise those goals higher.</p>\n<p>fuboTV's refreshed top-line guidance of $560 million to $570 million -- a 116% increase over 2020 -- is also naturally moving higher. Freshly initiated guidance for the current quarter calls for fuboTV to have 810,000 to 820,000 subscribers by the end of next month, generating $140 million to $144 million in revenue for the third quarter.</p>\n<p>It's a \"beat and raise\" across the board. Bears will have to either capitulate or keep rubbing their eyes until they find the holes in the report.</p>\n<h2>3. Place your bets</h2>\n<p>The best thing about fuboTV's guidance for the balance of this year is that it does <i>not</i> include any projected revenue from online sports wagering. One of the things that sent fuboTV soaring around the holidays last year was that it was parlaying its niche leadership as a \"sport-first\" live TV streaming service into potential wagering revenue possibilities.</p>\n<p>fuboTV acquired a pair of companies between December of last year and January of this year to help it launch fantasy sports and actual sportsbook features later this year. The launch of predictive free-to-play games has been progressing steadily this summer, but that's merely a tapas-sized taste to get subscribers ready for the launch of Fubo Sportsbook in the fourth quarter of this year. In a preview of the upcoming app, Fubo Sportsbook will update in real time with relevant bets based on what channel a subscriber is watching. As the only live TV streaming service with an in-house sportsbook on the way we're talking about nailing the final mile as a seamless invisible connection between the TV and a mobile betting app.</p>\n<p>If you think the bears are scrambling for the exits now after the blowout report, just wait until later this year. Even if you're not the betting type you can probably bet that the naysayers will continue to be at a loss for words in wagering against the fast-growing media stock that fuboTV has become.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Why Bears Are Wrong About fuboTV 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\">\n3 Reasons Why Bears Are Wrong About fuboTV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/11/3-reasons-why-bear-are-wrong-about-fubotv-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Momentum keeps channel surfing its way to fuboTV (NYSE:FUBO). Shares of the cloud-based live TV platform provider opened sharply higher on Wednesday after the company delivered another blowout quarter...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/11/3-reasons-why-bear-are-wrong-about-fubotv-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2021/08/11/3-reasons-why-bear-are-wrong-about-fubotv-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158280307","content_text":"Momentum keeps channel surfing its way to fuboTV (NYSE:FUBO). Shares of the cloud-based live TV platform provider opened sharply higher on Wednesday after the company delivered another blowout quarter.\nThere's no shortage of skeptics when it comes to pricey live TV streaming services in general or the ascending fuboTV in particular. It remains heavily shorted with 16% of its shares outstanding wrapped up in bearish wagers. fuboTV keeps getting it right with every passing quarter, so let's dive into why the naysayers are on the wrong side of this bet.\n1. Growth keeps growing\nWhen fuboTV hit the market in the fall of last year it was understandable to wonder if it was peaking. The platform was growing a lot faster than the established tech and entertainment giants in this space. Could the sports-first platform's heady growth be sustainable? Bulls will appreciate the answer:\n\nQ3 2020: 71% revenue growth.\nQ4 2020: 98% revenue growth.\nQ1 2021: 135% revenue growth.\nQ2 2021: 196% revenue growth.\n\nYear-over-year revenue gains nearly tripled in Tuesday afternoon's quarterly update. A 138% increase in subscribers over the past year finds fuboTV with 681,721 accounts. Viewers streamed 245 million hours of content through the second quarter, a 148% year-over-year increase. Usage outpacing subscriber growth means that that the average account was spending more time on the platform, rather than less as many feared with real-world social scenes opening back up again earlier this year.\nRevenue growing faster than subscriber gains is another positive indicator of monetization. Average revenue per user has risen 30% to $71.43 a month, mostly on folks paying more but also on continuing improvement in the platform's monetization via ads. Advertising revenue per user has soared 62% to a monthly average of $8.70. Even ad-supported free platforms aren't commanding anything close to this -- and this segment is less than 13% of fuboTV's total revenue.\n2. Guidance keeps moving higher\nInvestors have been spoiled by fuboTV jacking up its subscriber guidance. fuboTV has only been public for 10 months, but between updates and reported results we've seen its year-end subscriber goals clock in higher in October and November of last year as well as January, March, May, and now August of this year.\nTuesday treated investors to the sixth guidance increase or beat on subscribers for a company that is still in its rookie season in the public markets. fuboTV now expects to close out the year with 910,000 to 920,000 subscribers -- a 67% increase at the midpoint -- and given its penchant for conservative outlooks it bears pointing out that we still have more than four months left in 2021 for it to revise those goals higher.\nfuboTV's refreshed top-line guidance of $560 million to $570 million -- a 116% increase over 2020 -- is also naturally moving higher. Freshly initiated guidance for the current quarter calls for fuboTV to have 810,000 to 820,000 subscribers by the end of next month, generating $140 million to $144 million in revenue for the third quarter.\nIt's a \"beat and raise\" across the board. Bears will have to either capitulate or keep rubbing their eyes until they find the holes in the report.\n3. Place your bets\nThe best thing about fuboTV's guidance for the balance of this year is that it does not include any projected revenue from online sports wagering. One of the things that sent fuboTV soaring around the holidays last year was that it was parlaying its niche leadership as a \"sport-first\" live TV streaming service into potential wagering revenue possibilities.\nfuboTV acquired a pair of companies between December of last year and January of this year to help it launch fantasy sports and actual sportsbook features later this year. The launch of predictive free-to-play games has been progressing steadily this summer, but that's merely a tapas-sized taste to get subscribers ready for the launch of Fubo Sportsbook in the fourth quarter of this year. In a preview of the upcoming app, Fubo Sportsbook will update in real time with relevant bets based on what channel a subscriber is watching. As the only live TV streaming service with an in-house sportsbook on the way we're talking about nailing the final mile as a seamless invisible connection between the TV and a mobile betting app.\nIf you think the bears are scrambling for the exits now after the blowout report, just wait until later this year. Even if you're not the betting type you can probably bet that the naysayers will continue to be at a loss for words in wagering against the fast-growing media stock that fuboTV has become.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891528632,"gmtCreate":1628401904526,"gmtModify":1633747325876,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"Like and.comment","listText":"Like and.comment","text":"Like and.comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891528632","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898590797,"gmtCreate":1628507347619,"gmtModify":1633746604224,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"👏👏","listText":"👏👏","text":"👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898590797","repostId":"2158410215","repostType":4,"repost":{"id":"2158410215","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":1628499516,"share":"https://www.laohu8.com/m/news/2158410215?lang=&edition=full","pubTime":"2021-08-09 16:58","market":"hk","language":"en","title":"HK stocks rise as banks, property shares gain; Alibaba weighs on tech sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2158410215","media":"Reuters","summary":"Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and pro","content":"<p>Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and property shares, as signs of slowing economic growth in China fanned hopes of fresh policy easing.</p>\n<p>** Tech shares fell, dragged down by Alibaba , which was rocked by sexual assault allegation.</p>\n<p>** The Hang Seng index rose 0.4%, to 26,283.40, while the China Enterprises Index gained 0.4%, to 9,313.97.</p>\n<p>** China's factory gate inflation climbed 9% in July, rising at a faster clip from the previous month and above expectations, adding to strains on an economy losing recovery momentum.</p>\n<p>** The worrying inflation data, plus the expected slowdown in domestic export growth last month, fuelled expectations of fresh easing from Beijing.</p>\n<p>** \"We expect another 50bp RRR cut this year, while local government bond issuance could accelerate in the coming months to support infrastructure investment,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> wrote, citing the need for more policy support to stabilise the job market.</p>\n<p>** Hong Kong's financial index , dominated by Chinese banking heavyweights, rose 1%. The property index&nbsp;jumped 2.1%.</p>\n<p>** But the Hang Seng Tech index dropped 0.5%.</p>\n<p>** Alibaba Group Holding Ltd dropped 2.5%, after the Chinese e-commerce giant said on Sunday it had suspended several staff following an employee's allegations that she was sexually assaulted by her boss and a client.</p>\n<p>** Chinese food delivery giant Meituan&nbsp;added 3.1%, after it joined a meeting with government regulators on improving safety and labour rights for delivery workers.</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>HK stocks rise as banks, property shares gain; Alibaba weighs on tech sector</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\">\nHK stocks rise as banks, property shares gain; Alibaba weighs on tech sector\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\">2021-08-09 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and property shares, as signs of slowing economic growth in China fanned hopes of fresh policy easing.</p>\n<p>** Tech shares fell, dragged down by Alibaba , which was rocked by sexual assault allegation.</p>\n<p>** The Hang Seng index rose 0.4%, to 26,283.40, while the China Enterprises Index gained 0.4%, to 9,313.97.</p>\n<p>** China's factory gate inflation climbed 9% in July, rising at a faster clip from the previous month and above expectations, adding to strains on an economy losing recovery momentum.</p>\n<p>** The worrying inflation data, plus the expected slowdown in domestic export growth last month, fuelled expectations of fresh easing from Beijing.</p>\n<p>** \"We expect another 50bp RRR cut this year, while local government bond issuance could accelerate in the coming months to support infrastructure investment,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> wrote, citing the need for more policy support to stabilise the job market.</p>\n<p>** Hong Kong's financial index , dominated by Chinese banking heavyweights, rose 1%. The property index&nbsp;jumped 2.1%.</p>\n<p>** But the Hang Seng Tech index dropped 0.5%.</p>\n<p>** Alibaba Group Holding Ltd dropped 2.5%, after the Chinese e-commerce giant said on Sunday it had suspended several staff following an employee's allegations that she was sexually assaulted by her boss and a client.</p>\n<p>** Chinese food delivery giant Meituan&nbsp;added 3.1%, after it joined a meeting with government regulators on improving safety and labour rights for delivery workers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158410215","content_text":"Aug 9 (Reuters) - Hong Kong's Hang Seng Index rose on Monday, helped by a rebound in banking and property shares, as signs of slowing economic growth in China fanned hopes of fresh policy easing.\n** Tech shares fell, dragged down by Alibaba , which was rocked by sexual assault allegation.\n** The Hang Seng index rose 0.4%, to 26,283.40, while the China Enterprises Index gained 0.4%, to 9,313.97.\n** China's factory gate inflation climbed 9% in July, rising at a faster clip from the previous month and above expectations, adding to strains on an economy losing recovery momentum.\n** The worrying inflation data, plus the expected slowdown in domestic export growth last month, fuelled expectations of fresh easing from Beijing.\n** \"We expect another 50bp RRR cut this year, while local government bond issuance could accelerate in the coming months to support infrastructure investment,\" Morgan Stanley wrote, citing the need for more policy support to stabilise the job market.\n** Hong Kong's financial index , dominated by Chinese banking heavyweights, rose 1%. The property index jumped 2.1%.\n** But the Hang Seng Tech index dropped 0.5%.\n** Alibaba Group Holding Ltd dropped 2.5%, after the Chinese e-commerce giant said on Sunday it had suspended several staff following an employee's allegations that she was sexually assaulted by her boss and a client.\n** Chinese food delivery giant Meituan added 3.1%, after it joined a meeting with government regulators on improving safety and labour rights for delivery workers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896772912,"gmtCreate":1628607889736,"gmtModify":1633745752460,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"👌👌","listText":"👌👌","text":"👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896772912","repostId":"1199439318","repostType":4,"repost":{"id":"1199439318","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":1628583651,"share":"https://www.laohu8.com/m/news/1199439318?lang=&edition=full","pubTime":"2021-08-10 16:20","market":"us","language":"en","title":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199439318","media":"Tiger Newspress","summary":"Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.</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 shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.\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\">2021-08-10 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199439318","content_text":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896777400,"gmtCreate":1628608042600,"gmtModify":1633745750829,"author":{"id":"4090294040868890","authorId":"4090294040868890","name":"Weeeeeeeee","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090294040868890","authorIdStr":"4090294040868890"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896777400","repostId":"1103660662","repostType":4,"repost":{"id":"1103660662","pubTimestamp":1628579372,"share":"https://www.laohu8.com/m/news/1103660662?lang=&edition=full","pubTime":"2021-08-10 15:09","market":"us","language":"en","title":"3 Reasons To Sell Airbnb And Buy Booking Holdings Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1103660662","media":"seeking alpha","summary":"We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of i","content":"<p>We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of its house renting platform, but were deeply disappointed that its shares have never traded at what we consider reasonable prices.</p>\n<p>It seems we are not the only ones liking their platform, seeing the number of downloads of its app on the Google Play Store exceeding 50 million, and with an average rating of 4.6/5.<img src=\"https://static.tigerbbs.com/6a6e66ca82026c922d9565d2175070fc\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Source: Google Play Store</p>\n<p>On the other hand there is Booking Holdings (BKNG), which has traded in the stock market for over 20 years, and has not experienced as much hype recently as Airbnb has. It actually has more downloads and a better app rating than Airbnb. The Booking app has been downloaded more than 100 million times and has a 4.7/5 rating.<img src=\"https://static.tigerbbs.com/490cd620f1b105fb8a7d78aa0e4c1141\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Google Play Store</p>\n<p>Beyond their namesake apps, Airbnb acquired Lastminute.com, and Booking Holdings owns other very popular websites and apps including OpenTable, Kayak, and Agoda.</p>\n<p>1. Reason #1 Business model</p>\n<p>Both companies have very strong platform business models that benefit from network effects. People looking for travel accommodation tend to search first on the site with more/better options, and property owners tend to list their offerings on the platforms with more users. This creates a powerful network effect that reinforces the dominance of the platform. The main difference in the business model is that while they both compete on demand side of the platform for travelers, on the supply side Booking mostly features hotels while Airbnb has properties owned by individuals. We prefer Booking's focus on hotels given that it is more reliable and has less regulatory risks.</p>\n<p>Another important business model difference is the market focus. Looking at Alexa.com we see that Airbnb is only the #217 most popular website worldwide, but it is #63 in the United States. Most of its website traffic comes from the USA, with some significant contribution from Japan and Mexico.</p>\n<p><img src=\"https://static.tigerbbs.com/a82d63f8f1712a2c6ffcc64529d4b870\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:Alexa.com</p>\n<p>Meanwhile Booking is a lot more popular internationally, with its website being the #80 in the world, but #108 in the USA. Its website visits are a lot more distributed around the globe, with the USA as the most important contributor, followed by Italy and then Russia.</p>\n<p><img src=\"https://static.tigerbbs.com/298544cde4e5d072a731aad4163689ab\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:Alexa.com</p>\n<p>While both companies have relatively similar platform business models, we believe the focus on professional supply and international focus is somewhat preferable, but it can be said that both companies operate attractive and successful platforms.</p>\n<p>2. Reason #2 Regulatory issues</p>\n<p>One big advantage Booking has is that by focusing on hotels it is not at odds with city and national government the way Airbnb is, with many cities battling the company over taxes and zoning rules.</p>\n<p><img src=\"https://static.tigerbbs.com/4acb5425499a37f92debf453d1551d62\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Wired.com</p>\n<p>There is some nuance to this point, since Booking is starting to add alternative accommodations and Airbnb has lastminute.com which focuses on hotels, but in general it is fair to say that the accommodation supply on Airbnb tends to be more problematic in terms of regulations or lack thereof.</p>\n<p>For readers interested in a more in depth look at the issues cities have with Airbnb we recommendthis Wired article. Below we include an extract detailing the type of legal issues the company is facing:</p>\n<blockquote>\n \"Read my lips: We want to pay taxes,” Chris Lehane, Airbnb’s global head of public policy,told the nation’s mayorsin 2016. In the years since, the home-sharing site has repeated the declaration in press releases,op-eds, emails, and onbillboards. On its website, Airbnb says it is “democratizing revenue by generating tens of millions of new tax dollars for governments all over the world.”But when Palm Beach County, Florida, a popular tourist destination, passed an ordinance in October 2018 requiringAirbnband other short-term rental companies to collect and pay the county’s 6 percent occupancy tax on visits arranged through their sites, Airbnb sued.Palm Beach County tax collector Anne Gannon wasn’t surprised. “We knew we were going to get sued,” she says. “That’s what they do all over the country. It’s their mode of operation.”\n</blockquote>\n<p>3. Reason #3 Valuation, valuation, valuation</p>\n<p>If the 3 most important things in real estate are location, location, location. When investing the 3 most important things are valuation, valuation, valuation.</p>\n<p>Despite the similarities between the two companies, investors are paying almost twice for a dollar of revenue for Airbnb compared to Booking.</p>\n<p><img src=\"https://static.tigerbbs.com/3bd720ee3691841fd400a7aed61f43d4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\">Data by YCharts</p>\n<p>Similarly a quick look to the EV/EBITDA multiples shows again that investors are valuing Airbnb at a huge premium to Booking. Below we show the difference, with EBITDA being the estimate for the coming year (i.e. forward estimate). We do not think it is reasonable to value a dollar of earnings from Airbnb at more that 3x a dollar of earnings for Booking.</p>\n<p><img src=\"https://static.tigerbbs.com/45637bdfb699651c069058ea94f13de1\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\">Data by YCharts</p>\n<p>It could be argued by some that the valuation difference is due to faster growth by Airbnb, so we will proceed to compare both companies using a DCF model.</p>\n<p>We used the earnings estimates from Seeking Alpha to build a discounted cash flow model for each. We start with Airbnb where we use more than ten years of analyst estimates, and then we assume an above GDP long-term growth rate of 5%. For the discount rate we use 10% since that is the minimum return we would be willing to accept as investors in the company.</p>\n<p><img src=\"https://static.tigerbbs.com/e762de0de40f35d057d488fa9c74c804\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Seeking Alpha</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Fiscal Period Ending</b></td>\n   <td><b>EPS Estimate</b></td>\n   <td><b># Analysts</b></td>\n  </tr>\n  <tr>\n   <td>Dec 2021</td>\n   <td>-$1.99</td>\n   <td>26</td>\n  </tr>\n  <tr>\n   <td>Dec 2022</td>\n   <td>-$0.11</td>\n   <td>24</td>\n  </tr>\n  <tr>\n   <td>Dec 2023</td>\n   <td>$0.57</td>\n   <td>18</td>\n  </tr>\n  <tr>\n   <td>Dec 2024</td>\n   <td>$1.27</td>\n   <td>9</td>\n  </tr>\n  <tr>\n   <td>Dec 2025</td>\n   <td>$2.42</td>\n   <td>7</td>\n  </tr>\n  <tr>\n   <td>Dec 2026</td>\n   <td>$3.41</td>\n   <td>5</td>\n  </tr>\n  <tr>\n   <td>Dec 2027</td>\n   <td>$5.25</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Dec 2028</td>\n   <td>$6.16</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Dec 2029</td>\n   <td>$7.55</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Dec 2030</td>\n   <td>$9.02</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Terminal value</td>\n   <td>$180.40</td>\n   <td>5% growth per year</td>\n  </tr>\n  <tr>\n   <td><b>DCF value per share</b></td>\n   <td><b>$86.02</b></td>\n   <td>10% discount rate</td>\n  </tr>\n </tbody>\n</table>\n<p>The DCF model result of $86 per share for Airbnb is significantly lower than its recent trading price of ~$150.</p>\n<p>Repeating the exercise for Booking we obtain an estimated value per share of $3,422 compared to a recent trading price of $2,182. We therefore believe Booking Holdings is trading at a more than 33% discount to fair value, with a very nice margin of safety.</p>\n<p><img src=\"https://static.tigerbbs.com/31691e79c2a880a5a6ef83477d176106\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>Source: Seeking Alpha</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Fiscal Period Ending</b></td>\n   <td><b>EPS Estimate</b></td>\n   <td><b># Analysts</b></td>\n  </tr>\n  <tr>\n   <td>Dec 2021</td>\n   <td>$40.71</td>\n   <td>29</td>\n  </tr>\n  <tr>\n   <td>Dec 2022</td>\n   <td>$98.10</td>\n   <td>29</td>\n  </tr>\n  <tr>\n   <td>Dec 2023</td>\n   <td>$124.71</td>\n   <td>19</td>\n  </tr>\n  <tr>\n   <td>Dec 2024</td>\n   <td>$142.74</td>\n   <td>6</td>\n  </tr>\n  <tr>\n   <td>Dec 2025</td>\n   <td>$156.53</td>\n   <td>5</td>\n  </tr>\n  <tr>\n   <td>Dec 2026</td>\n   <td>$180.59</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Dec 2027</td>\n   <td>$201.19</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Dec 2028</td>\n   <td>$247.76</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Dec 2029</td>\n   <td>$278.76</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Dec 2030</td>\n   <td>$308.11</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Terminal value</td>\n   <td>$6,162.20</td>\n   <td>5% growth per year</td>\n  </tr>\n  <tr>\n   <td><b>DCF value per share</b></td>\n   <td><b>$3,422.16</b></td>\n   <td>10% discount rate</td>\n  </tr>\n </tbody>\n</table>\n<p>Conclusion</p>\n<p>Airbnb and Booking Holdings are both high-quality platform businesses that will likely benefit from the increase in online travel bookings. However, at present time, we think Booking Holdings is the better option thanks to its international strategy, focus on hotels, and more than anything a much more reasonable valuation.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons To Sell Airbnb And Buy Booking Holdings Instead</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\">\n3 Reasons To Sell Airbnb And Buy Booking Holdings Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 15:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4447055-sell-airbnb-buy-booking-holdings><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of its house renting platform, but were deeply disappointed that its shares have never traded at what we...</p>\n\n<a href=\"https://seekingalpha.com/article/4447055-sell-airbnb-buy-booking-holdings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BKNG":"Booking Holdings"},"source_url":"https://seekingalpha.com/article/4447055-sell-airbnb-buy-booking-holdings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103660662","content_text":"We had been waiting for a long time for Airbnb (ABNB) to enter the stock market, as we are fans of its house renting platform, but were deeply disappointed that its shares have never traded at what we consider reasonable prices.\nIt seems we are not the only ones liking their platform, seeing the number of downloads of its app on the Google Play Store exceeding 50 million, and with an average rating of 4.6/5.Source: Google Play Store\nOn the other hand there is Booking Holdings (BKNG), which has traded in the stock market for over 20 years, and has not experienced as much hype recently as Airbnb has. It actually has more downloads and a better app rating than Airbnb. The Booking app has been downloaded more than 100 million times and has a 4.7/5 rating.\nSource: Google Play Store\nBeyond their namesake apps, Airbnb acquired Lastminute.com, and Booking Holdings owns other very popular websites and apps including OpenTable, Kayak, and Agoda.\n1. Reason #1 Business model\nBoth companies have very strong platform business models that benefit from network effects. People looking for travel accommodation tend to search first on the site with more/better options, and property owners tend to list their offerings on the platforms with more users. This creates a powerful network effect that reinforces the dominance of the platform. The main difference in the business model is that while they both compete on demand side of the platform for travelers, on the supply side Booking mostly features hotels while Airbnb has properties owned by individuals. We prefer Booking's focus on hotels given that it is more reliable and has less regulatory risks.\nAnother important business model difference is the market focus. Looking at Alexa.com we see that Airbnb is only the #217 most popular website worldwide, but it is #63 in the United States. Most of its website traffic comes from the USA, with some significant contribution from Japan and Mexico.\n\nSource:Alexa.com\nMeanwhile Booking is a lot more popular internationally, with its website being the #80 in the world, but #108 in the USA. Its website visits are a lot more distributed around the globe, with the USA as the most important contributor, followed by Italy and then Russia.\n\nSource:Alexa.com\nWhile both companies have relatively similar platform business models, we believe the focus on professional supply and international focus is somewhat preferable, but it can be said that both companies operate attractive and successful platforms.\n2. Reason #2 Regulatory issues\nOne big advantage Booking has is that by focusing on hotels it is not at odds with city and national government the way Airbnb is, with many cities battling the company over taxes and zoning rules.\n\nSource: Wired.com\nThere is some nuance to this point, since Booking is starting to add alternative accommodations and Airbnb has lastminute.com which focuses on hotels, but in general it is fair to say that the accommodation supply on Airbnb tends to be more problematic in terms of regulations or lack thereof.\nFor readers interested in a more in depth look at the issues cities have with Airbnb we recommendthis Wired article. Below we include an extract detailing the type of legal issues the company is facing:\n\n \"Read my lips: We want to pay taxes,” Chris Lehane, Airbnb’s global head of public policy,told the nation’s mayorsin 2016. In the years since, the home-sharing site has repeated the declaration in press releases,op-eds, emails, and onbillboards. On its website, Airbnb says it is “democratizing revenue by generating tens of millions of new tax dollars for governments all over the world.”But when Palm Beach County, Florida, a popular tourist destination, passed an ordinance in October 2018 requiringAirbnband other short-term rental companies to collect and pay the county’s 6 percent occupancy tax on visits arranged through their sites, Airbnb sued.Palm Beach County tax collector Anne Gannon wasn’t surprised. “We knew we were going to get sued,” she says. “That’s what they do all over the country. It’s their mode of operation.”\n\n3. Reason #3 Valuation, valuation, valuation\nIf the 3 most important things in real estate are location, location, location. When investing the 3 most important things are valuation, valuation, valuation.\nDespite the similarities between the two companies, investors are paying almost twice for a dollar of revenue for Airbnb compared to Booking.\nData by YCharts\nSimilarly a quick look to the EV/EBITDA multiples shows again that investors are valuing Airbnb at a huge premium to Booking. Below we show the difference, with EBITDA being the estimate for the coming year (i.e. forward estimate). We do not think it is reasonable to value a dollar of earnings from Airbnb at more that 3x a dollar of earnings for Booking.\nData by YCharts\nIt could be argued by some that the valuation difference is due to faster growth by Airbnb, so we will proceed to compare both companies using a DCF model.\nWe used the earnings estimates from Seeking Alpha to build a discounted cash flow model for each. We start with Airbnb where we use more than ten years of analyst estimates, and then we assume an above GDP long-term growth rate of 5%. For the discount rate we use 10% since that is the minimum return we would be willing to accept as investors in the company.\n\nSource: Seeking Alpha\n\n\n\nFiscal Period Ending\nEPS Estimate\n# Analysts\n\n\nDec 2021\n-$1.99\n26\n\n\nDec 2022\n-$0.11\n24\n\n\nDec 2023\n$0.57\n18\n\n\nDec 2024\n$1.27\n9\n\n\nDec 2025\n$2.42\n7\n\n\nDec 2026\n$3.41\n5\n\n\nDec 2027\n$5.25\n3\n\n\nDec 2028\n$6.16\n3\n\n\nDec 2029\n$7.55\n2\n\n\nDec 2030\n$9.02\n2\n\n\nTerminal value\n$180.40\n5% growth per year\n\n\nDCF value per share\n$86.02\n10% discount rate\n\n\n\nThe DCF model result of $86 per share for Airbnb is significantly lower than its recent trading price of ~$150.\nRepeating the exercise for Booking we obtain an estimated value per share of $3,422 compared to a recent trading price of $2,182. We therefore believe Booking Holdings is trading at a more than 33% discount to fair value, with a very nice margin of safety.\n\nSource: Seeking Alpha\n\n\n\nFiscal Period Ending\nEPS Estimate\n# Analysts\n\n\nDec 2021\n$40.71\n29\n\n\nDec 2022\n$98.10\n29\n\n\nDec 2023\n$124.71\n19\n\n\nDec 2024\n$142.74\n6\n\n\nDec 2025\n$156.53\n5\n\n\nDec 2026\n$180.59\n3\n\n\nDec 2027\n$201.19\n2\n\n\nDec 2028\n$247.76\n1\n\n\nDec 2029\n$278.76\n1\n\n\nDec 2030\n$308.11\n1\n\n\nTerminal value\n$6,162.20\n5% growth per year\n\n\nDCF value per share\n$3,422.16\n10% discount rate\n\n\n\nConclusion\nAirbnb and Booking Holdings are both high-quality platform businesses that will likely benefit from the increase in online travel bookings. However, at present time, we think Booking Holdings is the better option thanks to its international strategy, focus on hotels, and more than anything a much more reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}