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BigStonks101

BigStonks101

个人简介：Learning as I go

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0勋章

2021-11-19

$Sono Group N.V.(SEV)$Gg i bought at 40 when market open. Fml

2021-11-20

$Sono Group N.V.(SEV)$Guys, listen. This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought. Then i remembered that I bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too. I

2021-11-19

$Sono Group N.V.(SEV)$Dont worry guys and girls, just average down your costs. We all win and lose in trades.

2021-11-30

$Sono Group N.V.(SEV)$Diamond hands + Environmentalist = HODL.

2021-11-26

$Sono Group N.V.(SEV)$What a ride guys. From $55 to $17 wow wow wow

2021-12-03

$Grab Holdings(GRAB)$My Lord, what shall we do?

2021-11-25

$Sono Group N.V.(SEV)$Every day red lmao

2021-10-10

Yes pls increase profits

2022 Could Be A Great Year

2021-11-16

Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks. Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash

Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade

2021-11-02

Inspiring story but Im not a CEO of a company

Tesla’s Hidden Billionaire: How a Retail Trader Made $7 Billion

2021-10-21

Yes

Investing in the Cloud: Consider Cloudflare and Digital Ocean

2021-11-03

Yes

Coinbase is testing a subscription service with zero trading fees and prioritized support

2021-10-31

Good!

Weekend reads: Facebook goes Meta — what’s in a name?

2021-09-24

$SINGTEL(Z74.SI)$100 shares isnt a lot but still, faith in the company i work in 😘

2021-12-20

ALL IN PALANTIR

抱歉，原内容已删除

2021-12-02

$Sono Group N.V.(SEV)$Just when you thought you bought it at the lowest, it goes even lower lmao

2021-11-29

$Sono Group N.V.(SEV)$Are my eyes playing tricks or is the stock finally green?

2021-11-24

Ok

XPeng shares rose nearly 12% in early trading

2021-11-22

$Alibaba(BABA)$Downward trend, but should I buy in?

2021-11-13

But stock price halved

Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.

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I NEED TO REACH MY BREAKEVEN POINT","listText":"INCREASE PLEASE.. I NEED TO REACH MY BREAKEVEN POINT","text":"INCREASE PLEASE.. I NEED TO REACH MY BREAKEVEN POINT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693348832","repostId":"1109541249","repostType":4,"repost":{"id":"1109541249","pubTimestamp":1639972523,"share":"https://www.laohu8.com/m/news/1109541249?lang=&edition=full","pubTime":"2021-12-20 11:55","market":"us","language":"en","title":"Sea Stock: Down 43% From Its High, is a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109541249","media":"Seeking Alpha","summary":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the mar","content":"<p><b>Summary</b></p>\n<ul>\n <li>Sea Limited stock has been battered recently as growth stocks sold off massively in the market.</li>\n <li>However, we believe that the fundamental thesis on its rapid growth remains robust.</li>\n <li>We discuss why investors should capitalize on its recent significant correction to add exposure.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa5cbe0a30acc723a2c6f62300024002\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>kokkai/iStock Unreleased via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Sea Limited(NYSE:SE)&nbsp;stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.</p>\n<p>Moreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.</p>\n<p>Notably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.</p>\n<p>Our internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.</p>\n<p>We discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.</p>\n<p><b>SE Stock YTD Performance</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c191d1f0f6a10e392845cdbda1264aa\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>SE stock YTD performance (as of 17 December'21).</span></p>\n<p>As a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.</p>\n<p><b>Sea Stock Estimates Have Consistently Been Revised Upwards</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8555128e2a30e924dd6c2dd162a27eea\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised revenue mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p>\n<p>Readers can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.</p>\n<p>There were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article&nbsp;that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.</p>\n<p>Moreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the&nbsp;top ten mobile games in terms of overall gaming revenue&nbsp;in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among&nbsp;eight games globally whose annual revenue crossed $1B&nbsp;as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51247ba1efd7fa6d333b482446e94c9a\" tg-width=\"515\" tg-height=\"380\" referrerpolicy=\"no-referrer\"><span>Global games market forecast. Source: Google, Newzoo</span></p>\n<p>In addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a0612da9a19f7b7198d43213b4f4470\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Shopee adjusted EBITDA per order. Data source: Company filings</span></p>\n<p>But, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80938433e2d55307ca40000eeea2a26f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Sea Limited revised adjusted EPS mean consensus estimates. Data source: S&amp;P Capital IQ, Seeking Alpha</span></p>\n<p>Nevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.</p>\n<p><b>So, is SE Stock a Buy Now?</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbc835e49ded8a7a0e5f4fcc9e10649\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>SE stock EV/NTM Revenue 4Y mean.</span></p>\n<p>SE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.</p>\n<p>Considering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bea18a0bdfd970ea640308dc35e099c\" tg-width=\"635\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><span>SE stock price target Vs. actual price trend. Source: Seeking Alpha</span></p>\n<p>Moreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939a544ab94c9e2a2b8a6db943703b39\" tg-width=\"910\" tg-height=\"602\" referrerpolicy=\"no-referrer\"><span>SE stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p>\n<p>Our DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.</p>\n<p>Lastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.</p>\n<p>Consequently,<i>we revise our rating on SE stock to Strong Buy</i>.</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>Sea Stock: Down 43% From Its High, is a Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Stock: Down 43% From Its High, is a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4475931-sea-se-down-significantly-stock-strong-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109541249","content_text":"Summary\n\nSea Limited stock has been battered recently as growth stocks sold off massively in the market.\nHowever, we believe that the fundamental thesis on its rapid growth remains robust.\nWe discuss why investors should capitalize on its recent significant correction to add exposure.\n\nkokkai/iStock Unreleased via Getty Images\nInvestment Thesis\nSea Limited(NYSE:SE) stock is one of our highest conviction growth stocks that has been severely battered over the last month. Since its recent all-time high (ATH) in October, its price has dropped by a dramatic 43%. Many reasons have been presented on why the stock has fallen. We exhort investors not to read too much into them. We believe nothing material has changed from its fundamental thesis. The stock has had a remarkable run in 2021 relative to its gaming peers or e-tailer peers. Therefore, profit-taking of this extent should not be surprising as fear struck growth stocks.\nMoreover, the recent significant correction in growth stocks across the market has also hit SE stock hard. But, we are not concerned. Significant volatility will always be a factor influencing the performance of growth stocks like SE in the short term.\nNotably, we observed that the consensus target price on SE stock had been revised upwards since its FQ3 report card. Moreover, the gap between its price target and its current stock price has been greater than its last significant correction in April/May.\nOur internal DCF valuation model also points to a stock that is now significantly undervalued. Thanks to the market's myopia, we have been presented with another fantastic opportunity since April/May to add SE stock with great fervor again.\nWe discuss why we think investors should not miss this incredible opportunity to add exposure to an outstanding growth stock.\nSE Stock YTD Performance\nSE stock YTD performance (as of 17 December'21).\nAs a result of the significant correction recently, SE stock's YTD return has dropped to 6.9%, thus underperforming the market. Notably, its YTD gain was as high as 80% in October/early November. Despite that, the stock is still outperforming its e-tailer and gaming peers, as shown above.\nSea Stock Estimates Have Consistently Been Revised Upwards\nSea Limited revised revenue mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nReaders can quickly observe that the company's revenue consensus estimates for FY21-23 have consistently been revised upwards over the last five months. These revisions lend credence to the robust growth prospects of the company over the next two years. Notably, Sea Limited's revenue is estimated to increase at a phenomenal CAGR of 42.8% through FY23.\nThere were concerns over the growth rates of its Garena gaming arm in its FQ3 report card.We also explained in our previous article that Sea Limited has clearly explained that investors should expect normalization in Garena's growth after two spectacular years. However, its monetization capability continues to dazzle. Therefore, we are confident that Garena can continue its robust monetization strategies moving forward.\nMoreover, data from Sensor Tower's recent gaming statistics continue to point to sturdy performance from its Free Fire game. It continues to be ranked among the top ten mobile games in terms of overall gaming revenue in November. Moreover, it's also ranked#2 in overall downloadsacross both the App Store and Google Play. Notably, it's also among eight games globally whose annual revenue crossed $1B as of 14 December. Therefore, we think the sentiments and chatter about Free Fire's \"one-shot wonder\" have been overblown.\nGlobal games market forecast. Source: Google, Newzoo\nIn addition, the global gaming market is estimated to experience a slight decline to $175.8B after last year's massive 23% growth to $177.8B. However, given Garena's impressive growth in FY21 despite the decline in the global market, we believe it validates its business model and prospects. Notably, the gaming market is expected to reverse its decline moving forward. Therefore, Garena's leadership in mobile gaming could continue to propel its growth underpinned by the recovery in the global gaming market.\nShopee adjusted EBITDA per order. Data source: Company filings\nBut, some investors may have been spooked by Shopee's (Sea Limited's e-commerce arm) continued expansion into new geographical markets. Notably, Shopee continues to report adjusted EBITDA loss per order, as shown above. Therefore, some investors might have been concerned about whether the company's plate is getting too much to handle. Over the last three months, the company has entered into new markets such as India, France, Spain, and Poland. They are in addition to its battle with MercadoLibre (MELI) in Latin America, particularly Brazil. As a result, there are concerns on whether Sea Limited could continue its adroit execution in these markets while still making losses. We believe such concerns are valid. However, Sea Limited has shown its tremendous capability in penetrating the most important markets where the incumbents have strong leadership. It includes Lazada (BABA) in Southeast Asia, MercadoLibre in Brazil, and Tokopedia in Indonesia. Shopee was never the first-mover. But, it took advantage as the \"late-comer\" as it sought to compete with the incumbents. It's important to note that Sea Limited is not averse to competition. It has thrived against the incumbents and has made the e-commerce space in these geographical regions much more competitive.\nSea Limited revised adjusted EPS mean consensus estimates. Data source: S&P Capital IQ, Seeking Alpha\nNevertheless, the road towards profitability might be stretched further due to its e-commerce expansion. Readers can quickly glance over the chart above, where its adjusted EPS estimates have been revised downwards through FY23 over the last five months. However, we believe that if you are a long-term investor with a five-year horizon at least, it's not a cause for concern. Earlier investors in Sea Limited can keenly recall the company's massive adjusted EBITDA per order losses, as seen in the previous chart. Shopee has scaled tremendously over the last five years and has improved its operating leverage further. But, it's important to note that it takes time to scale up. Therefore, earlier losses in new geographical markets are expected. But, management has demonstrated its execution capability over the last three years. Considering its much reduced adjusted EBITDA losses over the previous few years, we believe that Shopee is even better positioned than before to navigate its expansion.\nSo, is SE Stock a Buy Now?\nSE stock EV/NTM Revenue 4Y mean.\nSE stock is trading at an EV/NTM Revenue of 8.3x. Therefore, it has brought it back to its 4Y NTM revenue multiple mean of 8.6x. We believe there's a fantastic opportunity right now as the market has undoubtedly overreacted. As demonstrated clearly, SE is still expected to generate massive revenue growth moving ahead, even though it means the road to profitability gets further extended.\nConsidering its FY23 revenue estimate, SE stock is trading at just 5.8x FY23 revenue. No one can accurately predict where the stock will be headed over the next few months. But, we think it represents a tremendous opportunity right now.\nSE stock price target Vs. actual price trend. Source: Seeking Alpha\nMoreover, readers can observe that the valuation gap between SE stock's consensus price target (PT) of $405.87 and its current price has never been more significant in a while. It's even more pronounced than its last significant correction in April/May. Notably, the consensus price target has been revised upwards despite the so-called \"gaming headwinds.\" And, if you look at the price chart, SE stock price has followed the revised PT trend very consistently over time. Therefore, the current price could be one of the most significant discounts you could observe in a long time.\nSE stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nOur DCF model also shows that SE stock is now significantly undervalued with an implied fair value of $371.46. We have also used reasonable estimates in our model. Moreover, we believe that SE will continue to gain significant operating leverage as it scales in the new markets. We estimate that its adjusted EBITDA margins could reach 15% by FY25.\nLastly, the stock is also testing a critical support level that has strongly underpinned the stock's advance since early 2021. Therefore, there are sufficient reasons to believe that the current entry point to add exposure to SE stock seems very attractive now.\nConsequently,we revise our rating on SE stock to Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693341576,"gmtCreate":1639976367868,"gmtModify":1639976368234,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ALL IN PALANTIR","listText":"ALL IN PALANTIR","text":"ALL IN PALANTIR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693341576","repostId":"2192989909","repostType":4,"repost":{"id":"2192989909","pubTimestamp":1639959739,"share":"https://www.laohu8.com/m/news/2192989909?lang=&edition=full","pubTime":"2021-12-20 08:22","market":"us","language":"en","title":"Sell-Off? Correction? 3 Stocks to Buy That Are Already 50% Off Their Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2192989909","media":"Motley Fool","summary":"Looking for some year-end deals on top stocks for 2022? Look no further.","content":"<p>Even though the <b>S&amp;P 500</b> is trading close to its all-time high,&nbsp;tech investors have been feeling the heat as highly valued stocks have been dragged down. As the year comes to a close, we're taking a look at some beaten-down stocks that we think the market has wrong.</p>\n<p>Three longtime Fool contributors picked their favorite stock for 2022 that was off its high 50% or more. They came up with <b>Chewy</b> (NYSE:CHWY), <b>Palantir Technologies</b> (NYSE:PLTR), and <b>Lemonade</b> (NYSE:LMND).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b9b677e425179be95416c5a1a9af331\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>After months on a leash, this stock could run again soon<b>&nbsp;</b></h2>\n<p><b>Will Healy</b> <b>(Chewy): </b>Chewy has carved out a niche for itself in the pet supply business. This e-commerce stock has stood out over prospective competitors such as <b>Amazon</b> through a higher level of customer interaction. The company stands by its 100% unconditional satisfaction guarantee and offers its customer a personal touch, which has built loyalty among its customer base.</p>\n<p>Chewy stock thrived during the pandemic, but interestingly, near-term concerns appear to hinge on the concept of pet ownership, not Chewy's performance. Having a pet became more attractive during the pandemic, according to The American Society for the Prevention of Cruelty to Animals. Consequently, investors seem worried that the end of the lockdowns would lead to less interest in pet ownership, even though the evidence suggests otherwise. Such concerns helped put Chewy in the doghouse as it dropped by more than 50% since peaking in February.</p>\n<p>Nonetheless, investors should not expect Chewy to roll over permanently. This year, the company partnered with <b><a href=\"https://laohu8.com/S/TRUP\">Trupanion</a></b>&nbsp;to offer pet health insurance. And despite worries, Chewy also increased net sales per active customer by 15% over the last year to $419.</p>\n<p>Given that surge, it should not surprise shareholders that the company reported over $6.5 billion in revenue for the first nine months of 2021, 27% more than in the first three quarters of 2020. This reduced the net loss in the first 39 weeks of 2021 to just over $10 million, primarily by slowing the growth in the cost of goods sold to 23%.&nbsp;Chewy lost close to $114 million during the same period in 2020.</p>\n<p>For the full year, Chewy forecasts revenue at approximately $8.9 billion. If that holds, it would signify 25% higher revenue year over year. Admittedly, that also points to a fourth-quarter sales forecast of $2.42 billion at the midpoint, which would mean a more modest 18% increase.</p>\n<p>However, thanks to that rising revenue and falling stock price, the price-to-sales (P/S) ratio now stands at 2.8. This closely approximates Chewy's sales multiple from two years ago, before the start of the pandemic. Such a P/S ratio and the prospects for further growth could make Chewy an increasingly attractive buying opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba74f68d31b524a7f7ac918526f7d6ef\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Cutting-edge artificial intelligence at a discount</h2>\n<p><b>Danny Vena (Palantir):</b> When the stock market swoons, it sometimes throws out the baby with the bathwater, as the old saying goes. This presents savvy investors with an opportunity to pick up shares of high-growth companies on the cheap. That is certainly the case with Palantir Technologies.</p>\n<p>In the wake of 9/11, it became clear that the U.S. government needed a way to gather, analyze, and share siloed data trapped in aging software systems across various intelligence agencies that didn't communicate.</p>\n<p>Peter Thiel, one of the co-founders of <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>, developed an elegant solution: a data mining tool that could collect information from across thousands of government databases and assemble a puzzle from pieces left by would-be terrorists. By using machine learning and other artificial intelligence (AI) algorithms, it could distinguish patterns that might otherwise go unnoticed -- and Palantir was born.</p>\n<p>Palantir has the ability to fuse together seemingly unrelated factoids, giving intelligence officials advance notice for potential terrorist attacks. The system is able to stitch together seemingly disparate pieces of information to create a picture -- a one-way plane ticket; large, frequent withdrawals from foreign bank accounts; a rented condo; repeated calls to known terrorist safe havens; a rented truck; and the purchase of theme park tickets -- and in doing so identify a potential terrorist attack.</p>\n<p>No longer relegated to just government agencies, Palantir's technology can be deployed by commercial enterprises to gather unstructured, siloed data across legacy systems and assemble it in one place, thereby providing keen and valuable insights -- and business is booming.</p>\n<p>In the third quarter, total revenue grew 36% year over year, but revenue from U.S. enterprise businesses surged 103%, as Palantir's commercial customer count grew 46%. In fact, since Dec. 31, 2020, its commercial customer count has increased 135%.</p>\n<p>Palantir closed 54 deals worth more than $1 million, of which 33 contracts were worth $5 million, and 18 were worth $10 million or more. The company's total remaining deal value -- similar to remaining performance obligation -- climbed 50% to $3.6 billion, giving keen insight into Palantir's future prospects.</p>\n<p>While the company isn't yet profitable, it generated operating cash flow of more than $100 million, which shows that much of the shortfall is related to non-cash expenses like depreciation.</p>\n<p>Even more compelling was management's commentary that it expects annual revenue growth of <i>at least</i> 30% or more through 2025.</p>\n<p>Yet even in light of its impressive results and stellar prospects, Palantir's stock has lost more than half its value, dragged down by the overall negative market sentiment. This gives investors the opportunity to buy into a wildly successful business at a significant discount.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30b284af113c2b4d0df7ea59151db25a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2><b>This insurance disruptor may be down, but it's not out</b></h2>\n<p><b>Brian Withers (Lemonade):</b> Lemonade is disrupting the insurance industry with products that embody the company's tag line, \"Instant everything. <a href=\"https://laohu8.com/S/RDR.SI\">Incredible</a> prices. Big heart.\" Its co-founders, Daniel Schreiber and Shai Wininger, wanted to build a different kind of insurance company. In the S-1 filing, they described it as \"rebuilding insurance from the ground up on a digital substrate and an innovative business model\" to make insurance \"more delightful, more affordable, more precise, and more socially impactful.\" From its results, they seem to be doing just that.</p>\n<p>The table below includes selected results from the latest earnings report. Not only is the company collecting 84% more premiums year over year, but its premiums per customer are also gaining ground at an impressive 26%.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Metric</b></p></th>\n   <th><p><b>Q3 2020</b></p></th>\n   <th><p><b>Q2 2021</b></p></th>\n   <th><p><b>Q3 2021&nbsp;</b></p></th>\n   <th><p><b>Change (QOQ)</b></p></th>\n   <th><p><b>Change (YOY)</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>In force premium (IFP)</p></td>\n   <td><p>$189 million</p></td>\n   <td><p>$297 million</p></td>\n   <td><p>$347 million</p></td>\n   <td><p>17%</p></td>\n   <td><p>84%</p></td>\n  </tr>\n  <tr>\n   <td><p>Customers</p></td>\n   <td><p>0.94 million</p></td>\n   <td><p>1.21 million</p></td>\n   <td><p>1.36 million</p></td>\n   <td><p>12%</p></td>\n   <td><p>45%</p></td>\n  </tr>\n  <tr>\n   <td><p>IFP per customer</p></td>\n   <td><p>$201</p></td>\n   <td><p>$246</p></td>\n   <td><p>$254</p></td>\n   <td><p>3%</p></td>\n   <td><p>26%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings reports. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But what savvy investors know is that these results are based only on its renters, life, pet, and homeowners insurance. This doesn't even include anything from its entry into auto insurance. In early November, the company tiptoed into this market with the announcement of its first auto policies available in Illinois. But, a few days later, it made a massive splash with the announcement of its acquisition of Metromile in an all-stock transaction. Management has estimated that Lemonade's customers spend more than $1 billion on auto insurance products from other companies. When this deal closes in the second quarter of 2022, the 1 million-plus Lemonade customers will have access to Lemonade-branded auto policies. As a Lemonade shareholder, this is certainly well worth waiting for.</p>\n<p>In the meantime, investors can get this innovative insurance disruptor with an impressive moat on sale. The market has bid down this insurance technology stock close to an all-time low. With the stock down over 70% from its high, those who want to get a deal on this lemon may not get it at a better price than it is today.</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>Sell-Off? Correction? 3 Stocks to Buy That Are Already 50% Off Their Highs</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\">\nSell-Off? Correction? 3 Stocks to Buy That Are Already 50% Off Their Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/19/sell-off-correction-3-stocks-to-buy-that-are-alrea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even though the S&P 500 is trading close to its all-time high, tech investors have been feeling the heat as highly valued stocks have been dragged down. As the year comes to a close, we're taking a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/19/sell-off-correction-3-stocks-to-buy-that-are-alrea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4549":"软银资本持仓","BK4122":"互联网与直销零售","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4543":"AI","AI":"C3.ai, Inc.","BK4547":"WSB热门概念","BK4107":"财产与意外伤害保险","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2021/12/19/sell-off-correction-3-stocks-to-buy-that-are-alrea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192989909","content_text":"Even though the S&P 500 is trading close to its all-time high, tech investors have been feeling the heat as highly valued stocks have been dragged down. As the year comes to a close, we're taking a look at some beaten-down stocks that we think the market has wrong.\nThree longtime Fool contributors picked their favorite stock for 2022 that was off its high 50% or more. They came up with Chewy (NYSE:CHWY), Palantir Technologies (NYSE:PLTR), and Lemonade (NYSE:LMND).\nImage source: Getty Images.\nAfter months on a leash, this stock could run again soon \nWill Healy (Chewy): Chewy has carved out a niche for itself in the pet supply business. This e-commerce stock has stood out over prospective competitors such as Amazon through a higher level of customer interaction. The company stands by its 100% unconditional satisfaction guarantee and offers its customer a personal touch, which has built loyalty among its customer base.\nChewy stock thrived during the pandemic, but interestingly, near-term concerns appear to hinge on the concept of pet ownership, not Chewy's performance. Having a pet became more attractive during the pandemic, according to The American Society for the Prevention of Cruelty to Animals. Consequently, investors seem worried that the end of the lockdowns would lead to less interest in pet ownership, even though the evidence suggests otherwise. Such concerns helped put Chewy in the doghouse as it dropped by more than 50% since peaking in February.\nNonetheless, investors should not expect Chewy to roll over permanently. This year, the company partnered with Trupanion to offer pet health insurance. And despite worries, Chewy also increased net sales per active customer by 15% over the last year to $419.\nGiven that surge, it should not surprise shareholders that the company reported over $6.5 billion in revenue for the first nine months of 2021, 27% more than in the first three quarters of 2020. This reduced the net loss in the first 39 weeks of 2021 to just over $10 million, primarily by slowing the growth in the cost of goods sold to 23%. Chewy lost close to $114 million during the same period in 2020.\nFor the full year, Chewy forecasts revenue at approximately $8.9 billion. If that holds, it would signify 25% higher revenue year over year. Admittedly, that also points to a fourth-quarter sales forecast of $2.42 billion at the midpoint, which would mean a more modest 18% increase.\nHowever, thanks to that rising revenue and falling stock price, the price-to-sales (P/S) ratio now stands at 2.8. This closely approximates Chewy's sales multiple from two years ago, before the start of the pandemic. Such a P/S ratio and the prospects for further growth could make Chewy an increasingly attractive buying opportunity.\nImage source: Getty Images.\nCutting-edge artificial intelligence at a discount\nDanny Vena (Palantir): When the stock market swoons, it sometimes throws out the baby with the bathwater, as the old saying goes. This presents savvy investors with an opportunity to pick up shares of high-growth companies on the cheap. That is certainly the case with Palantir Technologies.\nIn the wake of 9/11, it became clear that the U.S. government needed a way to gather, analyze, and share siloed data trapped in aging software systems across various intelligence agencies that didn't communicate.\nPeter Thiel, one of the co-founders of PayPal Holdings, developed an elegant solution: a data mining tool that could collect information from across thousands of government databases and assemble a puzzle from pieces left by would-be terrorists. By using machine learning and other artificial intelligence (AI) algorithms, it could distinguish patterns that might otherwise go unnoticed -- and Palantir was born.\nPalantir has the ability to fuse together seemingly unrelated factoids, giving intelligence officials advance notice for potential terrorist attacks. The system is able to stitch together seemingly disparate pieces of information to create a picture -- a one-way plane ticket; large, frequent withdrawals from foreign bank accounts; a rented condo; repeated calls to known terrorist safe havens; a rented truck; and the purchase of theme park tickets -- and in doing so identify a potential terrorist attack.\nNo longer relegated to just government agencies, Palantir's technology can be deployed by commercial enterprises to gather unstructured, siloed data across legacy systems and assemble it in one place, thereby providing keen and valuable insights -- and business is booming.\nIn the third quarter, total revenue grew 36% year over year, but revenue from U.S. enterprise businesses surged 103%, as Palantir's commercial customer count grew 46%. In fact, since Dec. 31, 2020, its commercial customer count has increased 135%.\nPalantir closed 54 deals worth more than $1 million, of which 33 contracts were worth $5 million, and 18 were worth $10 million or more. The company's total remaining deal value -- similar to remaining performance obligation -- climbed 50% to $3.6 billion, giving keen insight into Palantir's future prospects.\nWhile the company isn't yet profitable, it generated operating cash flow of more than $100 million, which shows that much of the shortfall is related to non-cash expenses like depreciation.\nEven more compelling was management's commentary that it expects annual revenue growth of at least 30% or more through 2025.\nYet even in light of its impressive results and stellar prospects, Palantir's stock has lost more than half its value, dragged down by the overall negative market sentiment. This gives investors the opportunity to buy into a wildly successful business at a significant discount.\nImage source: Getty Images.\nThis insurance disruptor may be down, but it's not out\nBrian Withers (Lemonade): Lemonade is disrupting the insurance industry with products that embody the company's tag line, \"Instant everything. Incredible prices. Big heart.\" Its co-founders, Daniel Schreiber and Shai Wininger, wanted to build a different kind of insurance company. In the S-1 filing, they described it as \"rebuilding insurance from the ground up on a digital substrate and an innovative business model\" to make insurance \"more delightful, more affordable, more precise, and more socially impactful.\" From its results, they seem to be doing just that.\nThe table below includes selected results from the latest earnings report. Not only is the company collecting 84% more premiums year over year, but its premiums per customer are also gaining ground at an impressive 26%.\n\n\n\nMetric\nQ3 2020\nQ2 2021\nQ3 2021 \nChange (QOQ)\nChange (YOY)\n\n\n\n\nIn force premium (IFP)\n$189 million\n$297 million\n$347 million\n17%\n84%\n\n\nCustomers\n0.94 million\n1.21 million\n1.36 million\n12%\n45%\n\n\nIFP per customer\n$201\n$246\n$254\n3%\n26%\n\n\n\nData source: Company earnings reports. QOQ = quarter over quarter. YOY = year over year.\nBut what savvy investors know is that these results are based only on its renters, life, pet, and homeowners insurance. This doesn't even include anything from its entry into auto insurance. In early November, the company tiptoed into this market with the announcement of its first auto policies available in Illinois. But, a few days later, it made a massive splash with the announcement of its acquisition of Metromile in an all-stock transaction. Management has estimated that Lemonade's customers spend more than $1 billion on auto insurance products from other companies. When this deal closes in the second quarter of 2022, the 1 million-plus Lemonade customers will have access to Lemonade-branded auto policies. As a Lemonade shareholder, this is certainly well worth waiting for.\nIn the meantime, investors can get this innovative insurance disruptor with an impressive moat on sale. The market has bid down this insurance technology stock close to an all-time low. With the stock down over 70% from its high, those who want to get a deal on this lemon may not get it at a better price than it is today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605687810,"gmtCreate":1639152590554,"gmtModify":1639155879163,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yet the price keeps dropping. Doesnt make sense eh?","listText":"Yet the price keeps dropping. Doesnt make sense eh?","text":"Yet the price keeps dropping. Doesnt make sense eh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605687810","repostId":"1195107888","repostType":2,"repost":{"id":"1195107888","pubTimestamp":1639113421,"share":"https://www.laohu8.com/m/news/1195107888?lang=&edition=full","pubTime":"2021-12-10 13:17","market":"us","language":"en","title":"3 Things About Sea Limited That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1195107888","media":"Motley Fool","summary":"Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-c","content":"<p>Most investors likely know three things about&nbsp;<b>Sea Limited</b>(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.</p>\n<p>But this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on&nbsp;<i>Free Fire;</i>&nbsp;its expansion plans in Latin America; and the growth of its fintech ecosystem.</p>\n<p>1.<i>Free Fire</i>&nbsp;is the wind in Sea's sails</p>\n<p>Four years ago, Garena launched&nbsp;<i>Free Fire</i>, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.</p>\n<p><i>Free Fire's</i>success significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.<img src=\"https://static.tigerbbs.com/62a40cb0cfc26f2711593eeadadb17b1\" tg-width=\"794\" tg-height=\"200\" width=\"100%\" height=\"auto\">Therefore, Sea clearly needs&nbsp;<i>Free Fire</i>&nbsp;to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.</p>\n<p>Looking ahead, Garena's top priorities will be to maintain&nbsp;<i>Free Fire's</i>momentum, expand the franchise with new versions (like<i>Free Fire MAX</i>for higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.</p>\n<p>2. Shopee is gaining ground fast in Latin America</p>\n<p>When Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by&nbsp;<b>MercadoLibre</b>(NASDAQ:MELI), the&nbsp;800-pound gorilla&nbsp;of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.</p>\n<p>As a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.</p>\n<p>Sea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.</p>\n<p>In other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining&nbsp;<i>Free Fire's</i>growth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.</p>\n<p>3. Sea Limited is evolving into a digital bank</p>\n<p>Shopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea&nbsp;Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.</p>\n<p>Sea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:<img src=\"https://static.tigerbbs.com/40d393bcaa2441a53a52b8f0e431b310\" tg-width=\"791\" tg-height=\"241\" width=\"100%\" height=\"auto\">Once again, this highlights Sea's overwhelming dependence on&nbsp;<i>Free Fire</i>&nbsp;to do the heavy lifting and support its other, unprofitable businesses.</p>\n<p>A wobbly (but promising) business model</p>\n<p>These three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.</p>\n<p>On the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended&nbsp;the third quarter&nbsp;with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.</p>\n<p>I believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.</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>3 Things About Sea Limited That Smart Investors Know</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 Things About Sea Limited That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 13:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2021/12/09/3-things-about-sea-limited-that-smart-investors-kn/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195107888","content_text":"Most investors likely know three things about Sea Limited(NYSE:SE): that it owns Shopee, the top e-commerce player in Southeast Asia and Taiwan; that it owns the mobile game publisher Garena; and that it is deeply unprofitable.\nBut this tech company is actually fairly complex, and to better understand its sprawling business, it's worth examining three finer points about it that garner a lot less attention: its dependence on Free Fire; its expansion plans in Latin America; and the growth of its fintech ecosystem.\n1.Free Fire is the wind in Sea's sails\nFour years ago, Garena launched Free Fire, its first self-developed mobile game. The battle royale title, which was optimized for lower-end devices, quickly became one of the most popular mobile games in Southeast Asia and Latin America, and was the most-downloaded mobile game in the world in both 2019 and 2020, according to App Annie.\nFree Fire'ssuccess significantly boosted Garena's margins, since it wasn't a licensed game like the publisher's earlier titles. As a result, Sea's digital entertainment segment (which houses Garena) started to generate even stronger adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) growth -- a sharp contrast to the company's e-commerce segment, which has been growing more unprofitable.Therefore, Sea clearly needs Free Fire to keep generating that higher-margin revenue to subsidize the expansion of the Shopee e-commerce platform. That's a hefty burden to place on a 4-year-old mobile game.\nLooking ahead, Garena's top priorities will be to maintain Free Fire'smomentum, expand the franchise with new versions (likeFree Fire MAXfor higher-end devices), and launch more self-developed titles. Failing to achieve any of those goals could cause Sea's adjusted EBITDA to plummet.\n2. Shopee is gaining ground fast in Latin America\nWhen Shopee expanded into Brazil two years ago, skeptics predicted that it would be crushed by MercadoLibre(NASDAQ:MELI), the 800-pound gorilla of Latin American e-commerce. However, Shopee launched aggressive marketing campaigns, offered steep discounts, and expanded into other Latin American markets.\nAs a result, Shopee actually overtook MercadoLibre as the most-downloaded shopping app in Latin America earlier this year. By the end of August, Shopee's monthly active users (MAUs) in Latin America had risen 136% year over year to more than 30 million, according to Apptopia. MercadoLibre ended last quarter with 78.7 million unique active users.\nSea doesn't break out its Latin American results yet, but it's likely still racking up big losses as it expands through MercadoLibre's backyard. Last quarter, Sea said Shopee's adjusted EBITDA loss of $0.41 per order remained unchanged sequentially and year over year across all of its markets -- but narrowed by both metrics in its core Southeast Asia and Taiwan market.\nIn other words, Sea needs to continue narrowing Shopee's losses in Southeast Asia and Taiwan -- all while maintaining Free Fire'sgrowth -- to stabilize its adjusted EBITDA as it expands its massive ecosystem.\n3. Sea Limited is evolving into a digital bank\nShopee isn't Sea's only unprofitable business. Its digital financial services segment, which houses the Sea Money payments platform and other fintech units, is losing money too. This business was also granted a full digital banking license in Singapore last December.\nSea launched the digital financial services segment in the fourth quarter of 2019, and both the total payment volume and the number of quarterly paying users on its mobile wallet app have skyrocketed in the two years since. Unfortunately, its losses are also widening:Once again, this highlights Sea's overwhelming dependence on Free Fire to do the heavy lifting and support its other, unprofitable businesses.\nA wobbly (but promising) business model\nThese three points show us just how unusual Sea's business model is: It's an e-commerce and fintech giant that (for now) relies on the profits from a single mobile game to offset the staggering losses of its other high-growth businesses.\nOn the bright side, Sea also raised about $6 billion in fresh capital earlier this year with a big secondary stock and convertible debt offering -- and it ended the third quarter with $11.1 billion in cash and equivalents on the books. Therefore, Sea can afford to keep bleeding red ink for the foreseeable future.\nI believe Sea still has plenty of growth potential, but it will remain a very volatile stock. Potential investors should be well aware of these risks before betting that the stock will generate multibagger gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602270597,"gmtCreate":1639034520236,"gmtModify":1639034520527,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lucid all the way","listText":"Lucid all the way","text":"Lucid all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602270597","repostId":"1193254006","repostType":4,"repost":{"id":"1193254006","pubTimestamp":1639030337,"share":"https://www.laohu8.com/m/news/1193254006?lang=&edition=full","pubTime":"2021-12-09 14:12","market":"us","language":"en","title":"BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid","url":"https://stock-news.laohu8.com/highlight/detail?id=1193254006","media":"TheStreet","summary":"Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include n","content":"<p>Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla&nbsp;(<b>TSLA</b>)&nbsp;and&nbsp;buy for both Rivian&nbsp;(<b>RIVN</b>)&nbsp;and Lucid&nbsp;(<b>LCID</b>).</p>\n<p>As for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.</p>\n<p>“TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”</p>\n<p>But competition is a headwind for Tesla, Murphy said.</p>\n<p>“The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”</p>\n<p>When it comes to Rivian, the customers and partnerships category represents a strength, he said.</p>\n<p>“RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.</p>\n<p>Meanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.</p>\n<p>“LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”</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>BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid</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\">\nBofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla (TSLA) and buy for both Rivian (RIVN) and Lucid (LCID).\nAs for Tesla, it’s ...</p>\n\n<a href=\"https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193254006","content_text":"Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla (TSLA) and buy for both Rivian (RIVN) and Lucid (LCID).\nAs for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.\n“TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”\nBut competition is a headwind for Tesla, Murphy said.\n“The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”\nWhen it comes to Rivian, the customers and partnerships category represents a strength, he said.\n“RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.\nMeanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.\n“LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606083146,"gmtCreate":1638801484624,"gmtModify":1638801485167,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606083146","repostId":"1125140621","repostType":4,"repost":{"id":"1125140621","pubTimestamp":1638799944,"share":"https://www.laohu8.com/m/news/1125140621?lang=&edition=full","pubTime":"2021-12-06 22:12","market":"us","language":"en","title":"Will Apple Stock Fly or Fall in 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125140621","media":"Motley Fool","summary":"Supply chain challenges and weak demand could derail the iPhone maker.","content":"<p>Shares of&nbsp;<b>Apple</b>&nbsp;have recovered nicely in 2021 after a shaky start to the year, gaining more than 23%. What's impressive is that Apple has staged a comeback despite&nbsp;supply chain challenges&nbsp;that hurt its sales in the fourth quarter of fiscal 2021 (which ended on Sept. 25). In addition, investors have shown their faith in the tech giant even with weaker-than-expected guidance for the quarter that ends in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f45160862cc6cb5e3ed7b3185ae9a9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>AAPL data by YCharts.</span></p>\n<p>As the chart above shows, Apple stock has gained momentum since the beginning of October. That's not surprising as the&nbsp;launch of the iPhone 13&nbsp;gave investors a reason to cheer, with the device witnessing robust demand that outpaced supply. The company hasn't been able to make enough iPhones to meet the higher-than-expected demand as component shortages and coronavirus-driven shutdowns crippled production.</p>\n<p>In an ideal world, this should lead to strong iPhone shipments in 2022 when the supply chain improves, boosting Apple's top and bottom lines and its stock price in the process. But that may not be the case, causing the stock to lose momentum early in the new year. Let's see why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9f332fa65e3d67539a23dd91573637d\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image Source: Getty Images.</span></p>\n<p><b>Why Apple stock might fall next year</b></p>\n<p>The iPhone is Apple's most important product. It produced nearly $192 billion in revenue for the company in fiscal 2021, which was just over 52% of its total revenue of $365.8 billion. Now, there are rumors that Apple may be losing customers due to its inability to make enough iPhones to satisfy demand.</p>\n<p>According to a Bloomberg report, the company has reportedly&nbsp;told its component suppliers that the demand for iPhone 13 models has weakened as potential consumers aren't interested anymore in buying the device due to lack of availability. A survey carried out in Japan indicates that the number of existing iPhone owners interested in upgrading to the latest device is lower than last year when more people were interested in upgrading to the iPhone 12.</p>\n<p>One of the reasons that may be the case is because of the long waiting times for the iPhone 13 Pro models, which are in stronger demand than the standard models. Third-party reports showed that the waiting time for the iPhone 13 Pro and the Pro Max ranged between&nbsp;16 days and 23 days on Nov. 28. It is worth noting that Apple had&nbsp;reportedly reduced&nbsp;its 2021 iPhone 13 production target by 10 million units due to component shortages, which explains why its devices are still showing extensive waiting times.</p>\n<p>The problem is that iPhone 13 delays are expected to last until February 2022, as reported by DigiTimes last month. These long waiting times and delays are reportedly causing customers to put off their iPhone 13 purchases. This isn't surprising, as the iPhone 13 will be nearly half a year old by the time it will be readily available for purchase in February next year.</p>\n<p>This could lead customers to drop the idea of purchasing the iPhone 13 and instead go for the 2022 models. As a result, iPhone revenue could take a hit in the near term and weigh on the company's financial performance and stock price in 2022.</p>\n<p><b>The stock could fly higher in the long run</b></p>\n<p>Savvy investors, however, shouldn't worry about the potential short-term challenges Apple faces. Even if iPhone sales aren't as great as expected in the early part of 2022 due to problems out of the tech titan's control, one shouldn't forget the massive upgrade cycle that's driving Apple's growth.</p>\n<p>According to IDC, Apple shipped 50.4 million iPhones in the third quarter of 2021, a jump of nearly 21% over the year-ago period. The company delivered this impressive growth during a quarter when the overall smartphone market contracted 6.7% year over year, with its biggest rivals&nbsp;<b>Samsung</b>&nbsp;and&nbsp;<b>Xiaomi</b>&nbsp;witnessing a contraction in their shipments.</p>\n<p>What's more, Apple is&nbsp;enjoying a nice bump&nbsp;in the average selling price of each iPhone. Sales might be hamstrung by component shortages over the next few months, but it cannot be denied that the company is enjoying a mix of volume and price growth thanks to the adoption of 5G smartphones.</p>\n<p>More importantly, there were more than a billion iPhone users at the beginning of 2021. Wedbush analyst Dan Ives pointed out in October that 25% of Apple's installed base of users haven't upgraded their iPhones in the past three and a half years, which means that there are at least 250 million users in an upgrade window who could buy the iPhone 13.</p>\n<p>Additionally, the number of iPhone users&nbsp;without a 5G device&nbsp;is even higher since the first 5G iPhone went on sale&nbsp;just over a year ago. All of this indicates that investors shouldn't miss the forest for the trees as the iPhone juggernaut can continue rolling in the long run and the supply chain constraints would probably be just a bump in the road.</p>\n<p>As such, Apple stock can eventually regain its mojo once it gets the production challenges out of the way in 2022 and ships more iPhones to customers. And this is just one of the reasons this&nbsp;tech stock&nbsp;could fly higher next year as it is&nbsp;working on more products&nbsp;that could accelerate its growth in 2022 and beyond. That's why it might be a good idea to buy the stock in case of a dip as the near-term challenges could eventually make way for long-term gains.</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>Will Apple Stock Fly or Fall in 2022?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Apple Stock Fly or Fall in 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/06/will-apple-stock-fly-or-fall-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Apple have recovered nicely in 2021 after a shaky start to the year, gaining more than 23%. What's impressive is that Apple has staged a comeback despite supply chain challenges that hurt ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/06/will-apple-stock-fly-or-fall-in-2022/\">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/2021/12/06/will-apple-stock-fly-or-fall-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125140621","content_text":"Shares of Apple have recovered nicely in 2021 after a shaky start to the year, gaining more than 23%. What's impressive is that Apple has staged a comeback despite supply chain challenges that hurt its sales in the fourth quarter of fiscal 2021 (which ended on Sept. 25). In addition, investors have shown their faith in the tech giant even with weaker-than-expected guidance for the quarter that ends in December.\nAAPL data by YCharts.\nAs the chart above shows, Apple stock has gained momentum since the beginning of October. That's not surprising as the launch of the iPhone 13 gave investors a reason to cheer, with the device witnessing robust demand that outpaced supply. The company hasn't been able to make enough iPhones to meet the higher-than-expected demand as component shortages and coronavirus-driven shutdowns crippled production.\nIn an ideal world, this should lead to strong iPhone shipments in 2022 when the supply chain improves, boosting Apple's top and bottom lines and its stock price in the process. But that may not be the case, causing the stock to lose momentum early in the new year. Let's see why.\nImage Source: Getty Images.\nWhy Apple stock might fall next year\nThe iPhone is Apple's most important product. It produced nearly $192 billion in revenue for the company in fiscal 2021, which was just over 52% of its total revenue of $365.8 billion. Now, there are rumors that Apple may be losing customers due to its inability to make enough iPhones to satisfy demand.\nAccording to a Bloomberg report, the company has reportedly told its component suppliers that the demand for iPhone 13 models has weakened as potential consumers aren't interested anymore in buying the device due to lack of availability. A survey carried out in Japan indicates that the number of existing iPhone owners interested in upgrading to the latest device is lower than last year when more people were interested in upgrading to the iPhone 12.\nOne of the reasons that may be the case is because of the long waiting times for the iPhone 13 Pro models, which are in stronger demand than the standard models. Third-party reports showed that the waiting time for the iPhone 13 Pro and the Pro Max ranged between 16 days and 23 days on Nov. 28. It is worth noting that Apple had reportedly reduced its 2021 iPhone 13 production target by 10 million units due to component shortages, which explains why its devices are still showing extensive waiting times.\nThe problem is that iPhone 13 delays are expected to last until February 2022, as reported by DigiTimes last month. These long waiting times and delays are reportedly causing customers to put off their iPhone 13 purchases. This isn't surprising, as the iPhone 13 will be nearly half a year old by the time it will be readily available for purchase in February next year.\nThis could lead customers to drop the idea of purchasing the iPhone 13 and instead go for the 2022 models. As a result, iPhone revenue could take a hit in the near term and weigh on the company's financial performance and stock price in 2022.\nThe stock could fly higher in the long run\nSavvy investors, however, shouldn't worry about the potential short-term challenges Apple faces. Even if iPhone sales aren't as great as expected in the early part of 2022 due to problems out of the tech titan's control, one shouldn't forget the massive upgrade cycle that's driving Apple's growth.\nAccording to IDC, Apple shipped 50.4 million iPhones in the third quarter of 2021, a jump of nearly 21% over the year-ago period. The company delivered this impressive growth during a quarter when the overall smartphone market contracted 6.7% year over year, with its biggest rivals Samsung and Xiaomi witnessing a contraction in their shipments.\nWhat's more, Apple is enjoying a nice bump in the average selling price of each iPhone. Sales might be hamstrung by component shortages over the next few months, but it cannot be denied that the company is enjoying a mix of volume and price growth thanks to the adoption of 5G smartphones.\nMore importantly, there were more than a billion iPhone users at the beginning of 2021. Wedbush analyst Dan Ives pointed out in October that 25% of Apple's installed base of users haven't upgraded their iPhones in the past three and a half years, which means that there are at least 250 million users in an upgrade window who could buy the iPhone 13.\nAdditionally, the number of iPhone users without a 5G device is even higher since the first 5G iPhone went on sale just over a year ago. All of this indicates that investors shouldn't miss the forest for the trees as the iPhone juggernaut can continue rolling in the long run and the supply chain constraints would probably be just a bump in the road.\nAs such, Apple stock can eventually regain its mojo once it gets the production challenges out of the way in 2022 and ships more iPhones to customers. And this is just one of the reasons this tech stock could fly higher next year as it is working on more products that could accelerate its growth in 2022 and beyond. That's why it might be a good idea to buy the stock in case of a dip as the near-term challenges could eventually make way for long-term gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601990582,"gmtCreate":1638469739386,"gmtModify":1638469739566,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","text":"$Grab Holdings(GRAB)$My Lord, what shall we do?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601990582","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603171081,"gmtCreate":1638382469368,"gmtModify":1638383425547,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","text":"$Sono Group N.V.(SEV)$Just when you thought you bought it at the lowest, it goes even lower lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603171081","isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609223657,"gmtCreate":1638287081833,"gmtModify":1638287082296,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","text":"$Sono Group N.V.(SEV)$Diamond hands + Environmentalist = HODL.","images":[{"img":"https://static.tigerbbs.com/d1e9a8024a19161474ec9d1876828717","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609223657","isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600573206,"gmtCreate":1638180196395,"gmtModify":1638180986216,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","text":"$Sono Group N.V.(SEV)$Are my eyes playing tricks or is the stock finally green?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600573206","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0},"content":"这并不奇怪，因为这只股票只有1000万股的流通股。价格的上涨和下跌是可以随意的。","text":"这并不奇怪，因为这只股票只有1000万股的流通股。价格的上涨和下跌是可以随意的。","html":"这并不奇怪，因为这只股票只有1000万股的流通股。价格的上涨和下跌是可以随意的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877654779,"gmtCreate":1637929225329,"gmtModify":1637929225464,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","text":"$Sono Group N.V.(SEV)$What a ride guys. From $55 to $17 wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877654779","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874293018,"gmtCreate":1637776886561,"gmtModify":1637777084851,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","text":"$Sono Group N.V.(SEV)$Every day red lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874293018","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0},"content":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","text":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","html":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875760232,"gmtCreate":1637691131764,"gmtModify":1637691131935,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875760232","repostId":"1117658681","repostType":4,"repost":{"id":"1117658681","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":1637681053,"share":"https://www.laohu8.com/m/news/1117658681?lang=&edition=full","pubTime":"2021-11-23 23:24","market":"us","language":"en","title":"XPeng shares rose nearly 12% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117658681","media":"Tiger Newspress","summary":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported ","content":"<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p>\n<p>Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p>\n<p>Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</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>XPeng shares rose nearly 12% in early trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng shares rose nearly 12% in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-23 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p>\n<p>Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p>\n<p>Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117658681","content_text":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.\nRevenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.\nGross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872737202,"gmtCreate":1637573246069,"gmtModify":1637573246203,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Downward trend, but should I buy in?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Downward trend, but should I buy in?","text":"$Alibaba(BABA)$Downward trend, but should I buy in?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872737202","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872939978,"gmtCreate":1637386698899,"gmtModify":1637712389697,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","text":"$Sono Group N.V.(SEV)$Guys, listen. This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought. Then i remembered that I bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too. I","images":[{"img":"https://static.tigerbbs.com/a40e80b9f71377a63d35298dcdadc276","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/872939978","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0},"content":"这家公司拥有其他公司没有的技术。持有它，看看它在1到2年内的潜力。那些对它的技术有信心的人会坚持下去。","text":"这家公司拥有其他公司没有的技术。持有它，看看它在1到2年内的潜力。那些对它的技术有信心的人会坚持下去。","html":"这家公司拥有其他公司没有的技术。持有它，看看它在1到2年内的潜力。那些对它的技术有信心的人会坚持下去。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876805123,"gmtCreate":1637287612957,"gmtModify":1637287613160,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","text":"$Sono Group N.V.(SEV)$Dont worry guys and girls, just average down your costs. We all win and lose in trades.","images":[{"img":"https://static.tigerbbs.com/20d57d2f95f89e3af4c02bb8f3da57ea","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/876805123","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876954930,"gmtCreate":1637251618814,"gmtModify":1637253749557,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","text":"$Sono Group N.V.(SEV)$Gg i bought at 40 when market open. Fml","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":34,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/876954930","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088972556421510","authorId":"4088972556421510","name":"最近满地是坑","avatar":"https://static.tigerbbs.com/948c089818d4e7dc735d11b260333f8e","crmLevel":1,"crmLevelSwitch":0},"content":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","text":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","html":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871189427,"gmtCreate":1637036468512,"gmtModify":1637036468605,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Is grab under Altimeter Growth $AGC?&nbsp;","listText":"Is grab under Altimeter Growth $AGC?&nbsp;","text":"Is grab under Altimeter Growth $AGC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871189427","repostId":"2183100852","repostType":4,"repost":{"id":"2183100852","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":1637032751,"share":"https://www.laohu8.com/m/news/2183100852?lang=&edition=full","pubTime":"2021-11-16 11:19","market":"sg","language":"en","title":"Grab's ride-hailing services disrupted in Southeast Asian countries","url":"https://stock-news.laohu8.com/highlight/detail?id=2183100852","media":"Reuters","summary":"(Reuters) - Southeast Asia's Grab on Tuesday said it was experiencing a disruption to its services, ","content":"<p> (Reuters) - Southeast Asia's Grab on Tuesday said it was experiencing a disruption to its services, with customers and drivers in Singapore, Indonesia and Malaysia complaining that they were having trouble using the app's ride-hailing functions.</p>\n<p>\"Some of our services are not accessible at the moment,\" Grab posted on its Facebook page.</p>\n<p>\"We are looking into this and we will update when the app is back up and running.\"</p>\n<p>Grab operates Southeast Asia's most popular \"super app\", which provide ride-hailing, food and grocery delivery and payments in over 400 locations in eight countries.</p>\n<p>\"We are experiencing some technical difficulties with the app and our engineers are working to recover the issue,\" Grab said.</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>Grab's ride-hailing services disrupted in Southeast Asian countries</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\">\nGrab's ride-hailing services disrupted in Southeast Asian countries\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\">2021-11-16 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p> (Reuters) - Southeast Asia's Grab on Tuesday said it was experiencing a disruption to its services, with customers and drivers in Singapore, Indonesia and Malaysia complaining that they were having trouble using the app's ride-hailing functions.</p>\n<p>\"Some of our services are not accessible at the moment,\" Grab posted on its Facebook page.</p>\n<p>\"We are looking into this and we will update when the app is back up and running.\"</p>\n<p>Grab operates Southeast Asia's most popular \"super app\", which provide ride-hailing, food and grocery delivery and payments in over 400 locations in eight countries.</p>\n<p>\"We are experiencing some technical difficulties with the app and our engineers are working to recover the issue,\" Grab said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183100852","content_text":"(Reuters) - Southeast Asia's Grab on Tuesday said it was experiencing a disruption to its services, with customers and drivers in Singapore, Indonesia and Malaysia complaining that they were having trouble using the app's ride-hailing functions.\n\"Some of our services are not accessible at the moment,\" Grab posted on its Facebook page.\n\"We are looking into this and we will update when the app is back up and running.\"\nGrab operates Southeast Asia's most popular \"super app\", which provide ride-hailing, food and grocery delivery and payments in over 400 locations in eight countries.\n\"We are experiencing some technical difficulties with the app and our engineers are working to recover the issue,\" Grab said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871117418,"gmtCreate":1637036258682,"gmtModify":1637036258816,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","listText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","text":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks. Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871117418","repostId":"1160740007","repostType":4,"repost":{"id":"1160740007","pubTimestamp":1637034481,"share":"https://www.laohu8.com/m/news/1160740007?lang=&edition=full","pubTime":"2021-11-16 11:48","market":"us","language":"en","title":"Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1160740007","media":"seekingalpha","summary":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competit","content":"<p>Summary</p>\n<ul>\n <li>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.</li>\n <li>In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.</li>\n <li>At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Nvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>\n<p>Nothing but expectations</p>\n<p>Recently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.</p>\n<p>The company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:</p>\n<blockquote>\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n</blockquote>\n<blockquote>\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n</blockquote>\n<p>The goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!</p>\n<p>What bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.</p>\n<p>But that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:</p>\n<blockquote>\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/60a717d69de6b7f73e2ac4764f6e2d5f\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">\n</blockquote>\n<blockquote>\n <i>Microsoft revenue &amp; EPS from 1995-2001; taken from MSFT investor relation/graph by author</i>\n</blockquote>\n<blockquote>\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n</blockquote>\n<p>As with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.</p>\n<p>And then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665c228fc6b50397b6fe547b6c1dbb3\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source:Investor presentation</span></p>\n<p>Now Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.</p>\n<p>But it is not at all clear whether the deal will go through and at what price. Competition authorities such as the&nbsp;British CMA see considerable competition concerns&nbsp;and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.</p>\n<p>In short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:</p>\n<blockquote>\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n</blockquote>\n<blockquote>\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n</blockquote>\n<blockquote>\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n</blockquote>\n<blockquote>\n <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24cf0a0daa9c8b638e461a9bdaf0d1a9\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Source:Nuvia Webpage</span></p>\n</blockquote>\n<p>Most recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:</p>\n<blockquote>\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n</blockquote>\n<p>So it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.</p>\n<p>Managing expectations</p>\n<p>With a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.</p>\n<p>Nevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1916e5f56a5eee93d4c1c93e254afc\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>So we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7635beca779966b95afc457e2942d3f3\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>Even when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.</p>\n<p><img src=\"https://static.tigerbbs.com/334c1692ae1a107d16b6c981312c34fb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>For the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff075390e6e0c070e102d3010f93296\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Source:alphaspread.com/estimates by author</span></p>\n<p>Based on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe4a0463babd595f753a0776e80efd\" tg-width=\"376\" tg-height=\"383\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Investors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8d3231ad0480f4042265afdcf2911d\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source:Discount rate history for Nvidia</span></p>\n<p>You can see the result here: The Nvidia share would then be overvalued by almost 75 percent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3b3bab8c4014934702ed6382e76202\" tg-width=\"379\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Conclusion</p>\n<p>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade</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\">\nNvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160740007","content_text":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.\nAt its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\n\nIntroduction\nNvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\nNothing but expectations\nRecently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.\nThe company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:\n\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n\n\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n\nThe goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!\nWhat bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.\nBut that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:\n\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n\n\n\n\n\nMicrosoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author\n\n\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n\nAs with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.\nAnd then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.\nSource:Investor presentation\nNow Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.\nBut it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.\nIn short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:\n\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n\n\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n\n\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n\n\nSource:Nuvia Webpage\n\nMost recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:\n\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n\nSo it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.\nManaging expectations\nWith a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.\nNevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.\nSource: www.dividendStocks.Cash\nSo we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.\nSource: www.dividendStocks.Cash\nEven when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.\n\nFor the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.\nSource:alphaspread.com/estimates by author\nBased on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.\nSource: alphaspread.com/estimates by author\nInvestors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?\nSource:Discount rate history for Nvidia\nYou can see the result here: The Nvidia share would then be overvalued by almost 75 percent.\nSource: alphaspread.com/estimates by author\nConclusion\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873046179,"gmtCreate":1636811951575,"gmtModify":1636811951667,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"But stock price halved&nbsp;","listText":"But stock price halved&nbsp;","text":"But stock price halved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873046179","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p>\n<p>“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p>\n<p>Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p>\n<p>Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p>\n<p>In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p>\n<p>The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p>\n<p>Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p>\n<p>The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p>\n<p>The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p>\n<p>The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p>\n<p>While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p>\n<p>In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p>\n<p>The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p>\n<p>“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p>\n<p>Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p>\n<p>“[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p>\n<p>The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p>\n<p>“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p>\n<p>Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p>\n<p>“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p>\n<p>Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p>\n<p>“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p>\n<p>That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p>\n<p>Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p>\n<p>Moderna shares are down more than 40% over the past three months.</p>\n<p>As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p>\n<p>When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p>\n<p>That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p>\n<p>Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p>\n<p>Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p>\n<p>An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p>","source":"lsy1601382232898","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>Pfizer Shows Its R&D Is Strong. 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It’s a Good Sign for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844207846,"gmtCreate":1636427389246,"gmtModify":1636427470360,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844207846","repostId":"1159217342","repostType":4,"repost":{"id":"1159217342","pubTimestamp":1636425020,"share":"https://www.laohu8.com/m/news/1159217342?lang=&edition=full","pubTime":"2021-11-09 10:30","market":"us","language":"en","title":"AMC Weighs Own Cryptocurrency in Nod to Meme Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1159217342","media":"Yahoo Finance","summary":"(Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the ","content":"<p>(Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the creation of its own cryptocurrency in a fresh nod to the meme investors who have sent its stock soaring over 2,000% this year.</p>\n<p>The company is also talking with Hollywood studios about creating commemorative nonfungible tokens, or NFTs, related to major films.</p>\n<p>“This is the 21st century after all,” Chief Executive Officer Adam Aron said Monday on a call with investors after reporting third-quarter results.</p>\n<p>With AMC’s shares surging thanks to an army of day-trading small investors, Aron has seized on the company’s sudden popularity. He’s engaged with shareholders on social media, polled them for new business ideas and last week said he’ll sell popcorn-to-go from mall-based stores.</p>\n<p>The Leawood, Kansas-based-based company started accepting cryptocurrency for gift cards and is working on taking the payments on its website and mobile app, Aron said. AMC previously said it would take Bitcoin and Ethereum by year-end. Now it’s working to process Dogecoin and is exploring accepting Shiba Inu, too.</p>\n<p>Shares of AMC slumped as much as 6.7% to $42.06 in extended trading.</p>\n<p>Investors may have zeroed in on a couple shortcomings in AMC’s quarterly results, according to Alicia Reese, an analyst at Wedbush Securities. Its domestic market share declined in the third quarter after gains in the first half of the year, she said.</p>\n<p>Adjusted Loss</p>\n<p>AMC reported an adjusted third-quarter loss of $5.4 million before interest, taxes, depreciation and amortization. Late last week, rival operator Cinemark Holdings Inc. posted positive results on that basis.</p>\n<p>“Its domestic Ebitda is still trending negatively, offset by a strong performance and better profitability in its international markets,” Reese said in an email.</p>\n<p>Theater owners are climbing out of a deep hole caused by the coronavirus pandemic, with fans reluctant to turn out and many newer movies available for streaming at home. Last week, Walt Disney Co. released a new Marvel movie that failed to meet conservative estimates tempered by Covid-19.</p>\n<p>AMC’s third-quarter sales totaled $763.2 million, beating the $708.3 million average of analysts’ estimates. AMC posted a loss of 44 cents a share, excluding some items, better than analysts’ expectations for a 53-cent loss.</p>\n<p>The revenue marked the best quarterly result since the first period of last year. Theaters are mostly reopened now following Covid-prompted closures. Still, movie attendance -- while much improved -- hasn’t returned to levels seen before March 2020.</p>\n<p>(A prior version of this story had a chart with erroneous data.)</p>","source":"yahoofinance_sg","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>AMC Weighs Own Cryptocurrency in Nod to Meme Investors</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\">\nAMC Weighs Own Cryptocurrency in Nod to Meme Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the creation of its own cryptocurrency in a fresh nod to the meme investors who have sent its stock ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","ISBC":"投资者银行"},"source_url":"https://finance.yahoo.com/news/amc-theaters-weighs-launching-cryptocurrency-230142688.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159217342","content_text":"(Bloomberg) -- AMC Entertainment Holdings Inc., the world’s largest theater chain, is exploring the creation of its own cryptocurrency in a fresh nod to the meme investors who have sent its stock soaring over 2,000% this year.\nThe company is also talking with Hollywood studios about creating commemorative nonfungible tokens, or NFTs, related to major films.\n“This is the 21st century after all,” Chief Executive Officer Adam Aron said Monday on a call with investors after reporting third-quarter results.\nWith AMC’s shares surging thanks to an army of day-trading small investors, Aron has seized on the company’s sudden popularity. He’s engaged with shareholders on social media, polled them for new business ideas and last week said he’ll sell popcorn-to-go from mall-based stores.\nThe Leawood, Kansas-based-based company started accepting cryptocurrency for gift cards and is working on taking the payments on its website and mobile app, Aron said. AMC previously said it would take Bitcoin and Ethereum by year-end. Now it’s working to process Dogecoin and is exploring accepting Shiba Inu, too.\nShares of AMC slumped as much as 6.7% to $42.06 in extended trading.\nInvestors may have zeroed in on a couple shortcomings in AMC’s quarterly results, according to Alicia Reese, an analyst at Wedbush Securities. Its domestic market share declined in the third quarter after gains in the first half of the year, she said.\nAdjusted Loss\nAMC reported an adjusted third-quarter loss of $5.4 million before interest, taxes, depreciation and amortization. Late last week, rival operator Cinemark Holdings Inc. posted positive results on that basis.\n“Its domestic Ebitda is still trending negatively, offset by a strong performance and better profitability in its international markets,” Reese said in an email.\nTheater owners are climbing out of a deep hole caused by the coronavirus pandemic, with fans reluctant to turn out and many newer movies available for streaming at home. Last week, Walt Disney Co. released a new Marvel movie that failed to meet conservative estimates tempered by Covid-19.\nAMC’s third-quarter sales totaled $763.2 million, beating the $708.3 million average of analysts’ estimates. AMC posted a loss of 44 cents a share, excluding some items, better than analysts’ expectations for a 53-cent loss.\nThe revenue marked the best quarterly result since the first period of last year. Theaters are mostly reopened now following Covid-prompted closures. Still, movie attendance -- while much improved -- hasn’t returned to levels seen before March 2020.\n(A prior version of this story had a chart with erroneous data.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":876954930,"gmtCreate":1637251618814,"gmtModify":1637253749557,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Gg i bought at 40 when market open. Fml","text":"$Sono Group N.V.(SEV)$Gg i bought at 40 when market open. Fml","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":34,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/876954930","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088972556421510","authorId":"4088972556421510","name":"最近满地是坑","avatar":"https://static.tigerbbs.com/948c089818d4e7dc735d11b260333f8e","crmLevel":1,"crmLevelSwitch":0},"content":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","text":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。","html":"一样的。后来跳水的时候，止损，我出货一大半45降到36的时候，出了一大半，才5分钟的时间内，就玩大跳水。还剩一点。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872939978,"gmtCreate":1637386698899,"gmtModify":1637712389697,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Guys, listen.&nbsp;This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought.&nbsp;Then i remembered that I&nbsp;bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer&nbsp;for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too.&nbsp;I&nbsp;","text":"$Sono Group N.V.(SEV)$Guys, listen. This is my weekly quote of HKD Razer. When Ifirst bought in at 1.96, it dipped and dipped until 1.59 and never rose for a single day. Sure, I had a ton of curse words and negative emotions, thinking that its a stock i shouldnt have bought. Then i remembered that I bought the stock because i love the brand and what they do. Same goes for SEV. If you love their market proposition, and believe in what they do, just hold it.After holding Razer for so long, it finally flipped and now stands at 2.83 (44%?). And I believe SEV will rise too. I","images":[{"img":"https://static.tigerbbs.com/a40e80b9f71377a63d35298dcdadc276","width":"1170","height":"2532"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/872939978","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0},"content":"这家公司拥有其他公司没有的技术。持有它，看看它在1到2年内的潜力。那些对它的技术有信心的人会坚持下去。","text":"这家公司拥有其他公司没有的技术。持有它，看看它在1到2年内的潜力。那些对它的技术有信心的人会坚持下去。","html":"这家公司拥有其他公司没有的技术。持有它，看看它在1到2年内的潜力。那些对它的技术有信心的人会坚持下去。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876805123,"gmtCreate":1637287612957,"gmtModify":1637287613160,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Dont worry guys and girls, just average down your costs. We all win and lose in trades.","text":"$Sono Group N.V.(SEV)$Dont worry guys and girls, just average down your costs. We all win and lose in trades.","images":[{"img":"https://static.tigerbbs.com/20d57d2f95f89e3af4c02bb8f3da57ea","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/876805123","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609223657,"gmtCreate":1638287081833,"gmtModify":1638287082296,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Diamond hands + Environmentalist = HODL.&nbsp;","text":"$Sono Group N.V.(SEV)$Diamond hands + Environmentalist = HODL.","images":[{"img":"https://static.tigerbbs.com/d1e9a8024a19161474ec9d1876828717","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609223657","isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":877654779,"gmtCreate":1637929225329,"gmtModify":1637929225464,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>What a ride guys. From $55 to $17 wow wow wow","text":"$Sono Group N.V.(SEV)$What a ride guys. From $55 to $17 wow wow wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877654779","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601990582,"gmtCreate":1638469739386,"gmtModify":1638469739566,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>My Lord, what shall we do?&nbsp;","text":"$Grab Holdings(GRAB)$My Lord, what shall we do?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601990582","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874293018,"gmtCreate":1637776886561,"gmtModify":1637777084851,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Every day red lmao","text":"$Sono Group N.V.(SEV)$Every day red lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874293018","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0},"content":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","text":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review","html":"https://seekingalpha.com/article/4471655-sono-motors-ipo-review"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828116873,"gmtCreate":1633863414836,"gmtModify":1633863414911,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes pls increase profits","listText":"Yes pls increase profits","text":"Yes pls increase profits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828116873","repostId":"1194780749","repostType":4,"repost":{"id":"1194780749","pubTimestamp":1633828304,"share":"https://www.laohu8.com/m/news/1194780749?lang=&edition=full","pubTime":"2021-10-10 09:11","market":"us","language":"en","title":"2022 Could Be A Great Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1194780749","media":"seekingalpha","summary":"Economies are reaccelerating as the number of Delta cases and death have peaked.We could have a great year in 2022 if our government could get its act together.We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that ha","content":"<p>Summary</p>\n<ul>\n <li>Economies are reaccelerating as the number of Delta cases and death have peaked.</li>\n <li>We could have a great year in 2022 if our government could get its act together.</li>\n <li>We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.</li>\n</ul>\n<p>Even though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.</p>\n<p>What is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.</p>\n<p>We have not altered our view that S&amp;P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.</p>\n<p>Economies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.</p>\n<p>We still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!</p>\n<p>The Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.</p>\n<p>Again, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!</p>\n<p>We are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.</p>\n<p>The domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.</p>\n<p>Other recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.</p>\n<p>Growth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.</p>\n<p>The Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.</p>\n<p>The global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.</p>\n<p>Investment Conclusions</p>\n<p>Thursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.</p>\n<p>Then we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do&nbsp;<b>not</b>&nbsp;see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.</p>\n<p>Shortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.</p>\n<p>The bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.</p>\n<p>While we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2022 Could Be A Great Year</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\">\n2022 Could Be A Great Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 09:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459137-2022-could-be-a-great-year><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459137-2022-could-be-a-great-year","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194780749","content_text":"Summary\n\nEconomies are reaccelerating as the number of Delta cases and death have peaked.\nWe could have a great year in 2022 if our government could get its act together.\nWe have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom.\n\nEven though we are rapidly putting the delta variant in the rear-view mirror, financial markets are struggling due to a lack of leadership in D.C. We have shortages and supply line issues that hamper production and profitability. All of this will pass.\nWhat is the problem? Our government is dysfunctional, and we need leadership, especially now, to handle the myriad of domestic and foreign issues facing all of us. We will muddle through and finally get a much-needed traditional infrastructure bill and possibly a scaled-down $2 trillion social spending bill along with lower-than-expected punitive tax increases, this year but 2022 could be a great year, not just a very good year, if only we worked together.\nWe have not altered our view that S&P earnings could exceed $220/share in 2022 and $235/share in 2023 as operating margins hit nearly 14% in 2023, up from 11.5% in 2019. Why? Corporations have learned to do more with less during the pandemic; shortages and supply line issues will ease, and substantial increases in technology spending will go a long way, offsetting higher labor costs while improving operations/efficiencies on all levels. Powell will be right that higher inflationary pressures will be transitory, but it may take longer to normalize. We will continue to have accommodative fiscal and monetary policies in 2022. Not a bad market scenario, so use corrections as opportunities to add to your positions. So, as I've said before, invest, don't trade.\nEconomies are reaccelerating as the number of Delta cases and death have peaked. Domestic cases have declined 23% and deaths 13% over the 14 days and 17% and 14%, respectively, globally. More than 6.43 billion doses have been administered globally across 184 countries at a daily rate of 28.7 million doses per day. In the U.S., 398 million doses have been given so far at an elevated rate of 931,983 doses per day.\nWe still see over 75% of the global population vaccinated within six months and herd immunity sooner. Pfizer(NYSE:PFE)filed Thursday with the FDA its vaccine for children ages 5-11, bringing shots for all school-age children closer, which will boost the economy as parents can return to work. We expect that both Pfizer and Merck's(NYSE:MRK)filings with the FDA will be approved well before year-end. All good news!\nThe Fed is itching to start tapering, ending its extraordinary monetary support, which is no longer needed as the economy is on firm footing, and it appears that the Delta variant is subsiding. Unfortunately, Powell and the Fed have been called out for oversight over board members' trading. Two governors have already resigned, and we expect one more may leave shortly. Tapering will probably begin before year-end if the next employment report improves from September and be finished by the third quarter of 2022.\nAgain, tapering is NOT tightening, and we do not expect the Fed to start hiking the funds' rate until early 2023. The \"real\" funds' rate will be negative for some time which is NOT tightening at all. By the way, we disagree with Elizabeth Warren's criticism of Chairman Powell and hope that he is renominated next year. The bottom line is that the Fed will remain your friend for at least another 18 months. Don't fight the Fed!\nWe are so frustrated by what is happening in D.C. It is all about politics, no surprise, and not about doing what is best for this country. Why do we always have to go to the brink before action is taken? That is precisely what happened this week when the Republicans caved and offered a two-month short-term debt limit extension letting the Dems off the hook from going the route of reconciliation. It passed Thursday night. Daily negotiations continue for the massive social infrastructure program. It will be much smaller than initially proposed, closer to $2 trillion rather than $3.5 trillion. We expect the individual and corporate tax increases to be much more reasonable than initially proposed, which is a clear positive for the economy and financial markets.\nThe domestic economy is recovering from the Delta variant, which penalized growth during the summer months. The areas hit most over the summer; travel, dining, and leisure are coming back strongly, as evidenced by the recovery in the high-frequency data.\nOther recent data points include: initial jobless claims fell more than expected to 326,000; the index of consumer sentiment rose in September to 72.9, current economic conditions increased to 80.1, and consumer expectations rose to 68.1; the September Manufacturing PMI increased to 61.1, new orders to 66.7, employment up to 50.1, supplier deliveries to 73.4 and prices index increased to 81.2; the services index grew for the 15th month hitting 60.1, new orders at 63.2, employment at 53.7 and supplier deliveries at 69.6; new orders for manufactured goods increased 1.2% while shipments rose 0.1% and unfilled orders increased 1.0%; and the trade deficit widened to $73.3 billion as imports increased more rapidly than exports due to the strength of the domestic economy.\nGrowth and profitability would be even more robust if not for shortages and supply line issues. But that will turn around in 2022 and be a big plus. The September employment data was disappointing with only 194,000 jobs created. The private sector did better adding 317,000 jobs while the public sector lost 123,000 jobs. Interestingly the unemployment rate fell to 4.8% which is the Fed's year-end target as the participation rate declined to 61.6. Hourly earnings rose 0.6% and are up 4.3% in the year through August. The Fed will most likely wait to see the next employment report before beginning tapering.\nThe Eurozone economy has finally exceeded pre-covid levels, with most of the 20 indices that we monitor accelerating in recent weeks as cases/deaths have declined meaningfully. Shortages and supply line issues have hampered production while increasing inflationary pressures and won't ease until mid-2022. Energy costs are a real problem and may penalize growth next year. Unfortunately, OPEC opted against a big output boost lifting production by only 400,000 barrels/day, which will not be enough to limit further price increases, especially if we have a cold winter. And natural gas prices have gone through the roof, which will crimp consumer spending and hurt corporate operating margins.\nThe global economy is improving as the number of covid cases, and deaths have peaked. Growth would even be more robust if not for shortages and supply line issues, but that will reverse as we move through 2022.\nInvestment Conclusions\nThursday, there was a massive sigh of relief when Congress agreed to extend the debt limit two months, ending the stalemate. We expect the Dems to coalesce around a roughly $2 trillion social infrastructure bill that will permit passage of the much-needed $1 trillion traditional infrastructure bill. What is a government? Fiscal policy will remain stimulative for years to come.\nThen we have a monetary policy. We expect the Fed to remain accommodative for a few more years. We do expect tapering to begin before year-end if the November employment report improves from the last one, but we do not see a rate hike until 2023, and even then, the \"real\" funds' rate will be negative, which is not restrictive at all.\nShortages and supply line issues have played havoc on production and profitability for many industries/companies around the world in 2021, but this will reverse as we move through 2022, creating opportunities for investors willing to look over the valley.\nThe bottom line is that we could have a great year in 2022 if our government could get its act together. The key remains keeping the coronavirus out of the picture, so we must vaccinate all the unvaccinated.\nWhile we have not seen many changes in our portfolio over the last few months, we have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting from the digitalization boom. We recently added some financials and energy companies as we expect the yield curve to steepen more than previously anticipated. Higher energy prices are immediately ahead as demand outstrips supply. Next year, the big story will be the significant increase in dividends and buybacks well above the historical trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871117418,"gmtCreate":1637036258682,"gmtModify":1637036258816,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","listText":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks.&nbsp;Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","text":"Knew it.. found it kinda sus how it went from 200 to 300 in 2 weeks. Or maybe thats the salt in me talking, cause I wanted to buy at $195 when it was there but didnt have the extra cash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871117418","repostId":"1160740007","repostType":4,"repost":{"id":"1160740007","pubTimestamp":1637034481,"share":"https://www.laohu8.com/m/news/1160740007?lang=&edition=full","pubTime":"2021-11-16 11:48","market":"us","language":"en","title":"Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1160740007","media":"seekingalpha","summary":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competit","content":"<p>Summary</p>\n<ul>\n <li>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.</li>\n <li>In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.</li>\n <li>At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Nvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>\n<p>Nothing but expectations</p>\n<p>Recently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.</p>\n<p>The company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:</p>\n<blockquote>\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n</blockquote>\n<blockquote>\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n</blockquote>\n<p>The goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!</p>\n<p>What bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.</p>\n<p>But that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:</p>\n<blockquote>\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/60a717d69de6b7f73e2ac4764f6e2d5f\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">\n</blockquote>\n<blockquote>\n <i>Microsoft revenue &amp; EPS from 1995-2001; taken from MSFT investor relation/graph by author</i>\n</blockquote>\n<blockquote>\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n</blockquote>\n<p>As with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.</p>\n<p>And then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665c228fc6b50397b6fe547b6c1dbb3\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source:Investor presentation</span></p>\n<p>Now Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.</p>\n<p>But it is not at all clear whether the deal will go through and at what price. Competition authorities such as the&nbsp;British CMA see considerable competition concerns&nbsp;and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.</p>\n<p>In short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:</p>\n<blockquote>\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n</blockquote>\n<blockquote>\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n</blockquote>\n<blockquote>\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n</blockquote>\n<blockquote>\n <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24cf0a0daa9c8b638e461a9bdaf0d1a9\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Source:Nuvia Webpage</span></p>\n</blockquote>\n<p>Most recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:</p>\n<blockquote>\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n</blockquote>\n<p>So it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.</p>\n<p>Managing expectations</p>\n<p>With a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.</p>\n<p>Nevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1916e5f56a5eee93d4c1c93e254afc\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>So we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7635beca779966b95afc457e2942d3f3\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>Even when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.</p>\n<p><img src=\"https://static.tigerbbs.com/334c1692ae1a107d16b6c981312c34fb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>For the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff075390e6e0c070e102d3010f93296\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Source:alphaspread.com/estimates by author</span></p>\n<p>Based on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe4a0463babd595f753a0776e80efd\" tg-width=\"376\" tg-height=\"383\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Investors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8d3231ad0480f4042265afdcf2911d\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source:Discount rate history for Nvidia</span></p>\n<p>You can see the result here: The Nvidia share would then be overvalued by almost 75 percent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3b3bab8c4014934702ed6382e76202\" tg-width=\"379\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Conclusion</p>\n<p>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade</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\">\nNvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160740007","content_text":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.\nAt its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\n\nIntroduction\nNvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\nNothing but expectations\nRecently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.\nThe company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:\n\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n\n\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n\nThe goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!\nWhat bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.\nBut that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:\n\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n\n\n\n\n\nMicrosoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author\n\n\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n\nAs with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.\nAnd then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.\nSource:Investor presentation\nNow Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.\nBut it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.\nIn short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:\n\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n\n\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n\n\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n\n\nSource:Nuvia Webpage\n\nMost recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:\n\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n\nSo it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.\nManaging expectations\nWith a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.\nNevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.\nSource: www.dividendStocks.Cash\nSo we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.\nSource: www.dividendStocks.Cash\nEven when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.\n\nFor the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.\nSource:alphaspread.com/estimates by author\nBased on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.\nSource: alphaspread.com/estimates by author\nInvestors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?\nSource:Discount rate history for Nvidia\nYou can see the result here: The Nvidia share would then be overvalued by almost 75 percent.\nSource: alphaspread.com/estimates by author\nConclusion\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843415339,"gmtCreate":1635849679980,"gmtModify":1635849680071,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Inspiring story but Im not a CEO of a company","listText":"Inspiring story but Im not a CEO of a company","text":"Inspiring story but Im not a CEO of a company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843415339","repostId":"1167795347","repostType":4,"repost":{"id":"1167795347","pubTimestamp":1635837693,"share":"https://www.laohu8.com/m/news/1167795347?lang=&edition=full","pubTime":"2021-11-02 15:21","market":"us","language":"en","title":"Tesla’s Hidden Billionaire: How a Retail Trader Made $7 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1167795347","media":"Bloomberg","summary":"Singapore-based Leo KoGuan — who picked up stock trading in 2019 — has quietly amassed one of the si","content":"<p>Singapore-based Leo KoGuan —&nbsp;who picked up stock trading in 2019 — has quietly amassed one of the single biggest stakes in Elon Musk’s company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4574deb2f3388c4a2b8b75704abf5002\" tg-width=\"1024\" tg-height=\"602\" width=\"100%\" height=\"auto\"><span>A Tesla logo appears on the side of a Tesla Model S electric sedan. Photographer: Bloomberg/Bloomberg</span></p>\n<p>From a penthouse overlooking the&nbsp;pale blue Singapore Strait, a discreet billionaire made a startling claim: he’d quietly amassed one of the single biggest stakes in Elon Musk’s Tesla Inc.</p>\n<p>“I believe in Elon’s great mission,” Leo KoGuan told the world via Twitter.</p>\n<p>And with that one tweet in September, KoGuan — already a billionaire in his own right — began to dribble out details to believers and skeptics alike. More, the value of his supposed holdings soared and soared: to $4&nbsp;billion, $5&nbsp;billion — and, now, to more than $7 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5da25f81fbbc7de0cafcbdefcb4cda0e\" tg-width=\"498\" tg-height=\"632\" width=\"100%\" height=\"auto\"><span>A portrait of Leo KoGuan by the artist ArtS3xy.Source: twitter.com/ArtS3xy</span></p>\n<p>Is it true? Could a single obscure investor, even one as wealthy as KoGuan, amass such a huge position in a company like Tesla with scarcely anyone noticing? Could he really have become Tesla’s third-largest individual shareholder, behind fellow billionaire Larry Ellison and none other than Elon Musk, the richest person in history?</p>\n<p>Yes. Bank records provided to Bloomberg News by KoGuan and confirmed by people familiar with his investments show he owned 6.31 million Tesla shares as of late September. He also held 1.82 million options giving him the right to buy Tesla between $450 to $550 a share — contracts&nbsp;that are deeply in the money after the stock closed at $1,114 on Friday in New York.</p>\n<p>Speaking via Zoom from his living room 63 floors above Singapore’s harbor, KoGuan, 66, provided a glimpse into his astonishing investment. The view from his aerie — a world away from the New Jersey technology business he co-owns — stretches from Batam Island to the south to Malaysia to the north to Indonesia to the west.</p>\n<p>Wearing a white T-shirt, KoGuan laid out a no-frills roadmap to his trading riches: stick to a single stock, in this case, Tesla; keep doubling down; and, most important, believe in Elon Musk.</p>\n<p>“Sometimes you win, sometimes you lose,” KoGuan says. “Fortunately, I win more of the time than I lose.”</p>\n<p>Stranger claims have been made — and proved to be true — in an age when unfathomable fortunes sometimes seem to appear out of thin air. Tesla’s relentless rise has minted countless “Teslanaires” and, some suspect, more than a few as-yet-hidden billionaires.</p>\n<p>In today’s hamster-wheel race for riches, the big winners can also recall the big losers. Bill Hwang amassed one of the world’s great fortunes in virtual secrecy and lost it all in a matter of days with the market-rattling collapse this year of his family office, Archegos Capital Management. Like Hwang, KoGuan has been able to avoid the prying eyes of regulators and the investing public because he manages money only for himself and because his stake in Tesla — less than 1% — falls below the 5% threshold that requires public disclosure in the U.S.</p>\n<p>KoGuansays he’s added to his Tesla stake&nbsp;since September, buying both shares and options. (In a Sept. 23tweet, Tesla’s head of investor relations, Martin Viecha, confirmed KoGuan’s original claim; Viecha didn’t respond to a request for comment for this story).</p>\n<p>When Tesla jumped 13% on Monday after Hertz Global Holdings Inc. said it would buy 100,000 Tesla cars, KoGuantoldhis followers that his daily gain was in the ten figures. And he says there’s more to come: “I’m all in. Any money I have I spend on Tesla.”</p>\n<p>How did KoGuan get here? How big was his initial pot of money? In a half-hour conversation, he sketched in some answers in broad strokes but was light on details. Little has been written about him, although it has been known for years that he is a billionaire. In the U.S., he’s a founder of SHI International Corp., an enterprise software company in suburban Somerset, New Jersey, with $11.1 billion of annual revenue. In China, he’s known for donating money to a handful of top universities. More recently, his name briefly fluttered to the surface when he&nbsp;bough&nbsp;this $46 million penthouse in Singapore from James Dyson, the British inventor of the bagless vacuum.</p>\n<p>A Wall Street Journal&nbsp;story&nbsp;from 2009, when KoGuan was involved in a luxury hotel development in Shanghai, described him as wearing colorful designer clothes and driving a Bentley convertible. Over Zoom, his exuded a calm, scholarly demeanor. He said he’d never granted an interview to a journalist before.</p>\n<p>Describing himself as a retail investor, he said he picked up stock trading in 2019. He poured money into several well-known names — Baidu Inc., Nio Inc., Nvidia Corp. and others — and had some success early on. But as the year went on, his bets soured.</p>\n<p>So KoGuan sold all his positions but one: Tesla. On a recent&nbsp;podcast&nbsp;hosted by Tesla investor Dave Lee, KoGuan said&nbsp;Ron Baron, the billionaire owner of Baron Capital Management, and Lee himself&nbsp;helped inspire him to focus on the California-based electric carmaker. He began pouring his money into the stock, juicing the bet with leverage. By early 2020 he held 2.3 million shares (amounting to about 12 million shares after adjusting for last year’s stock split), a stake worth around $1.5 billion. The year before, he’d even&nbsp;met Musk himself&nbsp;at the headquarters of SpaceX in Los Angeles.</p>\n<p><img src=\"https://static.tigerbbs.com/ca8a141fc2a1aaf42a3477f56190eda3\" tg-width=\"724\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p>\n<p>Then markets cratered and his stake was almost wiped out in a cascade of margin calls.</p>\n<p>“I lost almost everything,” KoGuan said.</p>\n<p>He kept buying, following what he described as a simple playbook: buy short-term in-the-money stock options;&nbsp;take the profits when the stock goes up; use some of those proceeds to buy actual shares — and plow the rest into another options bet. In other words, double down again and again and again.</p>\n<p>Financial advisers, of course, warn that putting all your eggs in one basket is a dangerous move. Some&nbsp;analysts also say&nbsp;that huge option bets like KoGuan’s can sometimes become a tail that wags the dog and set the stage for volatile price swings.</p>\n<p>KoGuan is unbowed. He pointed out he’s already diversified — he can fall back on his stake in privately held SHI, which the Bloomberg Billionaires Index values at $3.2 billion. And so what if experts wag their fingers at the gap between Tesla’s valuation and its financial results? He’s among the legions of devout Tesla fans who believe the company is on a one-way path to becoming the world’s biggest.</p>\n<p>KoGuan has traced a remarkable arc. Born in Indonesia in 1955 to Chinese parents,&nbsp;he later moved to the U.S. and collected degrees&nbsp;in international affairs from Columbia University and law from New York Law School. He’s mused about the period he lived in a&nbsp;roach-infested apartment in Manhattan’s Morningside Heights, describing it&nbsp;as “my best years.”</p>\n<p>In 1989, KoGuan bought steeply discounted assets of a bankrupt New Jersey-based software supplier that became the basis of&nbsp;SHI. He ran the company with his then-wife, Thai Lee, who was the first Korean-American woman to enter Harvard Business School. By the time they divorced in 2002, it was pulling in annual revenues exceeding $1 billion.</p>\n<p>KoGuan says he hasn't been involved in the day-to-day operations since the turn of the century but remains chairman.&nbsp;Lee, who controls the business, is chief executive officer.&nbsp;An SHI spokesperson declined to make her available for an interview.</p>\n<p>In the aughts KoGuan embarked a years-long series of donations to a handful of Chinese universities, some of which now have buildings adorned with his name. He also began writing and speaking extensively about something he’d been mulling for years: how to build a better system for society. The result is what he calls “Xuan Yuan Culture and Civilization 2.0 powered by KQID time engine,” a concept modeled on the legend of the Yellow Emperor, a revered figure who is said to have ruled China for a 100 year-period of unprecedented development and ascended to heaven after having fathered 25 children.</p>\n<p>Has KoGuan ever been tempted to cash in his billion-dollar gains and move on? No, he’s told his followers: the goal is to accumulate $100 billion or more of wealth and use this money to fund the implementation of his concept, which he says will help society provide free health care and material comfort for all people.</p>\n<p>“I look at it like a squirrel,” he says. “You collect acorns and you eat some. But most you are trying to keep for the winter and you don’t eat until later.”</p>","source":"lsy1584095487587","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’s Hidden Billionaire: How a Retail Trader Made $7 Billion</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’s Hidden Billionaire: How a Retail Trader Made $7 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-02 15:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore-based Leo KoGuan — who picked up stock trading in 2019 — has quietly amassed one of the single biggest stakes in Elon Musk’s company.\nA Tesla logo appears on the side of a Tesla Model S ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-10-29/tesla-s-tsla-hidden-billionaire-how-one-retail-investor-made-7-billion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167795347","content_text":"Singapore-based Leo KoGuan — who picked up stock trading in 2019 — has quietly amassed one of the single biggest stakes in Elon Musk’s company.\nA Tesla logo appears on the side of a Tesla Model S electric sedan. Photographer: Bloomberg/Bloomberg\nFrom a penthouse overlooking the pale blue Singapore Strait, a discreet billionaire made a startling claim: he’d quietly amassed one of the single biggest stakes in Elon Musk’s Tesla Inc.\n“I believe in Elon’s great mission,” Leo KoGuan told the world via Twitter.\nAnd with that one tweet in September, KoGuan — already a billionaire in his own right — began to dribble out details to believers and skeptics alike. More, the value of his supposed holdings soared and soared: to $4 billion, $5 billion — and, now, to more than $7 billion.\nA portrait of Leo KoGuan by the artist ArtS3xy.Source: twitter.com/ArtS3xy\nIs it true? Could a single obscure investor, even one as wealthy as KoGuan, amass such a huge position in a company like Tesla with scarcely anyone noticing? Could he really have become Tesla’s third-largest individual shareholder, behind fellow billionaire Larry Ellison and none other than Elon Musk, the richest person in history?\nYes. Bank records provided to Bloomberg News by KoGuan and confirmed by people familiar with his investments show he owned 6.31 million Tesla shares as of late September. He also held 1.82 million options giving him the right to buy Tesla between $450 to $550 a share — contracts that are deeply in the money after the stock closed at $1,114 on Friday in New York.\nSpeaking via Zoom from his living room 63 floors above Singapore’s harbor, KoGuan, 66, provided a glimpse into his astonishing investment. The view from his aerie — a world away from the New Jersey technology business he co-owns — stretches from Batam Island to the south to Malaysia to the north to Indonesia to the west.\nWearing a white T-shirt, KoGuan laid out a no-frills roadmap to his trading riches: stick to a single stock, in this case, Tesla; keep doubling down; and, most important, believe in Elon Musk.\n“Sometimes you win, sometimes you lose,” KoGuan says. “Fortunately, I win more of the time than I lose.”\nStranger claims have been made — and proved to be true — in an age when unfathomable fortunes sometimes seem to appear out of thin air. Tesla’s relentless rise has minted countless “Teslanaires” and, some suspect, more than a few as-yet-hidden billionaires.\nIn today’s hamster-wheel race for riches, the big winners can also recall the big losers. Bill Hwang amassed one of the world’s great fortunes in virtual secrecy and lost it all in a matter of days with the market-rattling collapse this year of his family office, Archegos Capital Management. Like Hwang, KoGuan has been able to avoid the prying eyes of regulators and the investing public because he manages money only for himself and because his stake in Tesla — less than 1% — falls below the 5% threshold that requires public disclosure in the U.S.\nKoGuansays he’s added to his Tesla stake since September, buying both shares and options. (In a Sept. 23tweet, Tesla’s head of investor relations, Martin Viecha, confirmed KoGuan’s original claim; Viecha didn’t respond to a request for comment for this story).\nWhen Tesla jumped 13% on Monday after Hertz Global Holdings Inc. said it would buy 100,000 Tesla cars, KoGuantoldhis followers that his daily gain was in the ten figures. And he says there’s more to come: “I’m all in. Any money I have I spend on Tesla.”\nHow did KoGuan get here? How big was his initial pot of money? In a half-hour conversation, he sketched in some answers in broad strokes but was light on details. Little has been written about him, although it has been known for years that he is a billionaire. In the U.S., he’s a founder of SHI International Corp., an enterprise software company in suburban Somerset, New Jersey, with $11.1 billion of annual revenue. In China, he’s known for donating money to a handful of top universities. More recently, his name briefly fluttered to the surface when he bough this $46 million penthouse in Singapore from James Dyson, the British inventor of the bagless vacuum.\nA Wall Street Journal story from 2009, when KoGuan was involved in a luxury hotel development in Shanghai, described him as wearing colorful designer clothes and driving a Bentley convertible. Over Zoom, his exuded a calm, scholarly demeanor. He said he’d never granted an interview to a journalist before.\nDescribing himself as a retail investor, he said he picked up stock trading in 2019. He poured money into several well-known names — Baidu Inc., Nio Inc., Nvidia Corp. and others — and had some success early on. But as the year went on, his bets soured.\nSo KoGuan sold all his positions but one: Tesla. On a recent podcast hosted by Tesla investor Dave Lee, KoGuan said Ron Baron, the billionaire owner of Baron Capital Management, and Lee himself helped inspire him to focus on the California-based electric carmaker. He began pouring his money into the stock, juicing the bet with leverage. By early 2020 he held 2.3 million shares (amounting to about 12 million shares after adjusting for last year’s stock split), a stake worth around $1.5 billion. The year before, he’d even met Musk himself at the headquarters of SpaceX in Los Angeles.\n\nThen markets cratered and his stake was almost wiped out in a cascade of margin calls.\n“I lost almost everything,” KoGuan said.\nHe kept buying, following what he described as a simple playbook: buy short-term in-the-money stock options; take the profits when the stock goes up; use some of those proceeds to buy actual shares — and plow the rest into another options bet. In other words, double down again and again and again.\nFinancial advisers, of course, warn that putting all your eggs in one basket is a dangerous move. Some analysts also say that huge option bets like KoGuan’s can sometimes become a tail that wags the dog and set the stage for volatile price swings.\nKoGuan is unbowed. He pointed out he’s already diversified — he can fall back on his stake in privately held SHI, which the Bloomberg Billionaires Index values at $3.2 billion. And so what if experts wag their fingers at the gap between Tesla’s valuation and its financial results? He’s among the legions of devout Tesla fans who believe the company is on a one-way path to becoming the world’s biggest.\nKoGuan has traced a remarkable arc. Born in Indonesia in 1955 to Chinese parents, he later moved to the U.S. and collected degrees in international affairs from Columbia University and law from New York Law School. He’s mused about the period he lived in a roach-infested apartment in Manhattan’s Morningside Heights, describing it as “my best years.”\nIn 1989, KoGuan bought steeply discounted assets of a bankrupt New Jersey-based software supplier that became the basis of SHI. He ran the company with his then-wife, Thai Lee, who was the first Korean-American woman to enter Harvard Business School. By the time they divorced in 2002, it was pulling in annual revenues exceeding $1 billion.\nKoGuan says he hasn't been involved in the day-to-day operations since the turn of the century but remains chairman. Lee, who controls the business, is chief executive officer. An SHI spokesperson declined to make her available for an interview.\nIn the aughts KoGuan embarked a years-long series of donations to a handful of Chinese universities, some of which now have buildings adorned with his name. He also began writing and speaking extensively about something he’d been mulling for years: how to build a better system for society. The result is what he calls “Xuan Yuan Culture and Civilization 2.0 powered by KQID time engine,” a concept modeled on the legend of the Yellow Emperor, a revered figure who is said to have ruled China for a 100 year-period of unprecedented development and ascended to heaven after having fathered 25 children.\nHas KoGuan ever been tempted to cash in his billion-dollar gains and move on? No, he’s told his followers: the goal is to accumulate $100 billion or more of wealth and use this money to fund the implementation of his concept, which he says will help society provide free health care and material comfort for all people.\n“I look at it like a squirrel,” he says. “You collect acorns and you eat some. But most you are trying to keep for the winter and you don’t eat until later.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853849500,"gmtCreate":1634792116049,"gmtModify":1634792117146,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853849500","repostId":"1182684267","repostType":4,"repost":{"id":"1182684267","pubTimestamp":1634788845,"share":"https://www.laohu8.com/m/news/1182684267?lang=&edition=full","pubTime":"2021-10-21 12:00","market":"us","language":"en","title":"Investing in the Cloud: Consider Cloudflare and Digital Ocean","url":"https://stock-news.laohu8.com/highlight/detail?id=1182684267","media":"TheStreet","summary":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look cl","content":"<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.</p>\n<p>Cloud-software growth stocks have been a bright spot in an uncertain market.</p>\n<p>Two in particular -- Cloudflare&nbsp;and DigitalOcean&nbsp;-- continue to attract buyers and could be in for even more upside.</p>\n<p>Given secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,</p>\n<p>There’s a lot for investors to like about&nbsp;Cloudflare and DigitalOcean.&nbsp;Let’s take a deeper look at what makes them stand out.</p>\n<p><b>Cloudflare</b></p>\n<p>After a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space,&nbsp;has essentially gone parabolic.</p>\n<p>The San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.</p>\n<p>What really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.</p>\n<p>Cloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.</p>\n<p>\"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”</p>\n<p>Companies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.</p>\n<p>Websites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.</p>\n<p>About a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.</p>\n<p>While the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.</p>\n<p>The stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after&nbsp;it unveiled a collaboration with Microsoft&nbsp;and other search-engine providers to provide more timely and relevant search results.</p>\n<p>After the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.</p>\n<p><b>DigitalOcean</b></p>\n<p>Digital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.</p>\n<p>The New York company has a rapidly growing customer base in a niche area of the cloud industry.</p>\n<p>Unlike massive cloud platform providers like Amazon&nbsp;Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.</p>\n<p>These smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.</p>\n<p>Digital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices,&nbsp;which are a huge draw for almost any business today.</p>\n<p>In Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s&nbsp;net dollar retention rate&nbsp;more than doubled (up 113%) during the second quarter.</p>\n<p>Also worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.</p>\n<p>With annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.</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>Investing in the Cloud: Consider Cloudflare and Digital Ocean</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\">\nInvesting in the Cloud: Consider Cloudflare and Digital Ocean\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.\nCloud-software growth stocks have been a bright spot in an ...</p>\n\n<a href=\"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","NET":"Cloudflare, Inc."},"source_url":"https://www.thestreet.com/investing/investing-in-the-cloud-consider-cloudflare-digitalocean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182684267","content_text":"Cloud-software growth stocks have been a bright spot in an uncertain market. Investors might look closely at Cloudflare and Digital Ocean.\nCloud-software growth stocks have been a bright spot in an uncertain market.\nTwo in particular -- Cloudflare and DigitalOcean -- continue to attract buyers and could be in for even more upside.\nGiven secular growth trends like businesses moving their workloads to the cloud and increasing demand for edge computing, cloud computing could be one of the tech sector's most lucrative areas during the next decade,\nThere’s a lot for investors to like about Cloudflare and DigitalOcean. Let’s take a deeper look at what makes them stand out.\nCloudflare\nAfter a late September decline, the stock of Cloudflare, which might just be the market leader in the cloud software space, has essentially gone parabolic.\nThe San Francisco company, a global cloud-services provider offering products that can strengthen network security and improve the performance of internet applications, has delivered revenue at a compounded annual growth rate of 50% from fiscal 2016 through fiscal 2020.\nWhat really helps Cloudflare stand out in the crowded software growth space is how the company uses edge computing.\nCloudflare defines this as “a networking philosophy focused on bringing computing as close to the source of data as possible in order to reduce latency and bandwidth use.\n\"In simpler terms, edge computing means running fewer processes in the cloud and moving those processes to local places, such as on a user’s computer, an [internet of things] device, or an edge server.”\nCompanies can take advantage of Cloudflare’s products and services without having to add any new hardware or update code. That means it’s one of the most convenient ways to instantly improve the performance of their internet applications.\nWebsites powered by Cloudflare have all web traffic sent through the company’s intelligent global network. The company claims to block an average of 87 billion cyber threats each day.\nAbout a fifth (19%) of the Fortune 1000 are currently using Cloudflare to power their internet requests.\nWhile the company is still working toward profitability, the recent price action tells investors that institutional investors are scooping up the shares.\nThe stock has more than doubled this year and leaped 60% this month. Cloudflare rose 7.8% on Monday after it unveiled a collaboration with Microsoft and other search-engine providers to provide more timely and relevant search results.\nAfter the rally, investors interested in adding exposure to one of the top cloud software names should keep an eye on Cloudflare for pullbacks or consolidation.\nDigitalOcean\nDigital Ocean is another cloud software stock that's more than doubled -- this time since making its public debut in April.\nThe New York company has a rapidly growing customer base in a niche area of the cloud industry.\nUnlike massive cloud platform providers like Amazon Web Services and Microsoft Azure, DigitalOcean focuses on providing infrastructure and platform tools for small and medium-sized businesses, an underserved area of the market.\nThese smaller companies don’t necessarily need all the expensive and complicated bells and whistles the larger providers offer.\nDigital Ocean instead offers simplified cloud-based products -- including droplets, databases and app platforms -- at reasonable and transparent prices, which are a huge draw for almost any business today.\nIn Q2, DigitalOcean surpassed 600,000 total customers, up 9% year over year. Companies are sticking with Digital Ocean's offerings, given that the company’s net dollar retention rate more than doubled (up 113%) during the second quarter.\nAlso worth noting: DigitalOcean's revenue growth is accelerating while its net losses are narrowing.\nWith annual recurring revenue growing 25% or more over the past four quarters and recently boosted full-year guidance, investors would do well to research and review DigitalOcean.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848910907,"gmtCreate":1635952990720,"gmtModify":1635952991006,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848910907","repostId":"1104978344","repostType":4,"repost":{"id":"1104978344","pubTimestamp":1635951753,"share":"https://www.laohu8.com/m/news/1104978344?lang=&edition=full","pubTime":"2021-11-03 23:02","market":"us","language":"en","title":"Coinbase is testing a subscription service with zero trading fees and prioritized support","url":"https://stock-news.laohu8.com/highlight/detail?id=1104978344","media":"The Block","summary":"Quick Take\n\nCoinbase is testing out a new subscription service, dubbed Coinbase One\nThe service woul","content":"<p><b>Quick Take</b></p>\n<ul>\n <li>Coinbase is testing out a new subscription service, dubbed Coinbase One</li>\n <li>The service would give users access to more features such as zero-fee trading</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/4a59d42d087a62c590a01664f400354d\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Crypto exchange Coinbase is testing a new subscription-based service that would give users access to enhanced features, according to materials reviewed by The Block.</p>\n<p>Dubbed Coinbase One, the subscription product will be offered to a small number of users to start. Benefits include zero-fee trading and prioritized phone support \"even on holidays and weekends.\"</p>\n<p>The launch of a subscription service could help Coinbase diversify its retail business, which derives most of its revenue from transaction fees. It's not clear at this time how much Coinbase will charge for the new service.</p>\n<p>Coinbase is also planning to include added account protection, according to a screenshot of the page that outlines the types of benefits being offered.</p>\n<p>\"If any funds in your Coinbase account are stolen by someone you don't know due to an account takeover, you may be eligible for a reimbursement of up to $1 million in losses,\" the exchange noted.</p>\n<p>\"Coinbase has started testing a subscription product for our customers,\" a spokesperson at the firm said in a statement. \"Customers in the test group will have the ability to buy, sell, and convert digital currencies on the Coinbase platform without a Coinbase fee for each trade (spread fees still apply). We’re always looking to learn more about how we can best serve our customers in different ways. Right now we are still in early stages so everything about the future product experience will be shaped by the feedback we receive from our users.\"</p>\n<p>In a sense, Coinbase is taking a leaf from the playbook of other retail-oriented brokerage firms. For example, Robinhood offers a service dubbed Robinhood Gold, a&nbsp;monthly subscriptions&nbsp;ervice that gives users access to higher-quality market data and margin investing.</p>\n<p>The plan also fits into a broader effort at Coinbase to diversify its business lines, something that chief financial officer Alesia Haas discussed in an interview with The Block while the firm was undertaking a direct stock listing.</p>\n<p>\"We are focused on the long-term where we will continue to diversify our offerings,\" Haas said at the time. \"Today we are primarily investing, but interestingly enough, we’re seeing over 20% of users engaging with multiple products - from staking to earning, and borrowing/lending.\"</p>","source":"lsy1635951693837","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>Coinbase is testing a subscription service with zero trading fees and prioritized support</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\">\nCoinbase is testing a subscription service with zero trading fees and prioritized support\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theblockcrypto.com/post/123134/coinbase-is-testing-a-subscription-service-with-zero-trading-fees-and-prioritized-support><strong>The Block</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quick Take\n\nCoinbase is testing out a new subscription service, dubbed Coinbase One\nThe service would give users access to more features such as zero-fee trading\n\n\nCrypto exchange Coinbase is testing ...</p>\n\n<a href=\"https://www.theblockcrypto.com/post/123134/coinbase-is-testing-a-subscription-service-with-zero-trading-fees-and-prioritized-support\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.theblockcrypto.com/post/123134/coinbase-is-testing-a-subscription-service-with-zero-trading-fees-and-prioritized-support","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104978344","content_text":"Quick Take\n\nCoinbase is testing out a new subscription service, dubbed Coinbase One\nThe service would give users access to more features such as zero-fee trading\n\n\nCrypto exchange Coinbase is testing a new subscription-based service that would give users access to enhanced features, according to materials reviewed by The Block.\nDubbed Coinbase One, the subscription product will be offered to a small number of users to start. Benefits include zero-fee trading and prioritized phone support \"even on holidays and weekends.\"\nThe launch of a subscription service could help Coinbase diversify its retail business, which derives most of its revenue from transaction fees. It's not clear at this time how much Coinbase will charge for the new service.\nCoinbase is also planning to include added account protection, according to a screenshot of the page that outlines the types of benefits being offered.\n\"If any funds in your Coinbase account are stolen by someone you don't know due to an account takeover, you may be eligible for a reimbursement of up to $1 million in losses,\" the exchange noted.\n\"Coinbase has started testing a subscription product for our customers,\" a spokesperson at the firm said in a statement. \"Customers in the test group will have the ability to buy, sell, and convert digital currencies on the Coinbase platform without a Coinbase fee for each trade (spread fees still apply). We’re always looking to learn more about how we can best serve our customers in different ways. Right now we are still in early stages so everything about the future product experience will be shaped by the feedback we receive from our users.\"\nIn a sense, Coinbase is taking a leaf from the playbook of other retail-oriented brokerage firms. For example, Robinhood offers a service dubbed Robinhood Gold, a monthly subscriptions ervice that gives users access to higher-quality market data and margin investing.\nThe plan also fits into a broader effort at Coinbase to diversify its business lines, something that chief financial officer Alesia Haas discussed in an interview with The Block while the firm was undertaking a direct stock listing.\n\"We are focused on the long-term where we will continue to diversify our offerings,\" Haas said at the time. \"Today we are primarily investing, but interestingly enough, we’re seeing over 20% of users engaging with multiple products - from staking to earning, and borrowing/lending.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840475710,"gmtCreate":1635681840580,"gmtModify":1635681840660,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840475710","repostId":"1104228860","repostType":4,"repost":{"id":"1104228860","pubTimestamp":1635645270,"share":"https://www.laohu8.com/m/news/1104228860?lang=&edition=full","pubTime":"2021-10-31 09:54","market":"hk","language":"en","title":"Weekend reads: Facebook goes Meta — what’s in a name?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104228860","media":"Market watch","summary":"Also, what type of retirement account is best for you and how to build your own ETF\nFacebook Inc.FB,","content":"<p>Also, what type of retirement account is best for you and how to build your own ETF</p>\n<p>Facebook Inc.FB,+2.10%has changed its name to Meta, and this might be a meaningful change for its shareholders. The full name is now Meta Platforms Inc. and the stock’s ticker will change to MVRS on Dec. 1.</p>\n<p>The name change better reflect parent’s various businesses, including the potential of virtual reality (VR) products for consumers — an industry Meta already dominates through its Oculus line of products. The newly named company will begin reporting its results in two segments: Family of Apps, which will include Facebook, Instagram, Messenger and WhatsApp, and Reality Labs, for Oculus and all related VR products and services.</p>\n<p>What’s in your ETF?<img src=\"https://static.tigerbbs.com/3a3fae6239f08922fadad0ace58b3224\" tg-width=\"700\" tg-height=\"492\" referrerpolicy=\"no-referrer\">Mark DeCambre writes the ETF Wrap column, with news about the exchange-traded fund industry and various bits of insight. This week he explainshow to know what’s really in your ETF.</p>\n<p>Build your own ETF</p>\n<p>Most ETFs are passively managed — they track stock indexes and therefore have lower expenses than actively managed funds. But the fees still add up to a lot of money over the long term. Michael Brush showshow you can build your own ETFfocused on a sector or industry and save even more on expenses.</p>\n<p>What is the best retirement account for you?<img src=\"https://static.tigerbbs.com/a6b76bf86fa01a3032ae530f9410658d\" tg-width=\"700\" tg-height=\"460\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">ISTOCKPHOTO</p>\n<p>Some people have more choices than others, when it comes to saving and investing for financial independence. Continuing theHow To Investseries, Alessandra Malito digs into IRAs, 401(k)s and the Roth versions of both, to help you understandwhich type of retirement account is best for you.</p>\n<p><b>Read on:</b>Here’s how Congress wants to combat early withdrawals from retirement accounts</p>\n<p>Best new ideas — how big-box retailers are helping small businesses<img src=\"https://static.tigerbbs.com/0e4a9222e46198f8cc1624f960a32f44\" tg-width=\"700\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>TheBest New Ideas In Moneyseries continues, as Tonya Garcia reports about a retail-industry development you may not have expected. Lowe’s Cos., Amazon.com Inc. and Target Corp. and other companies havevarious programs to help small businesses distribute their products and services.</p>\n<p>Tech-stock picks</p>\n<p>Jeff Reeves selectsfive rocketing tech stocks for long-term investors.</p>\n<p><b>More about stocks:</b>Increased capital spending is setting up this select group of industrial stocks to outperform in the next few years</p>\n<p>Trouble at Chipotle<img src=\"https://static.tigerbbs.com/82c64b6eebfd8bde43b6fa209c45b475\" tg-width=\"700\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">AFP VIA GETTY IMAGES</p>\n<p>Levi Sumagaysay interviews employees at Chipotle Mexican Grill Inc.CMG,+0.08%,who describethe challenges of handling incredible demand during the pandemic.</p>\n<p>Is Tesla the new Apple?<img src=\"https://static.tigerbbs.com/48e2a864c531bef0d3c83364fe640880\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">GETTY IMAGES</p>\n<p>Tesla Inc.’sTSLA,+3.43%stock now has a market capitalization of more than $1 trillion. The stock was up 20% for one week through Oct. 28, following announcements of dealsto supply 100,000 rental vehicles to Hertzand50,000 to Uber.</p>\n<p>Recalling how Apple Inc.AAPL,-1.82%was able to dominate the smartphone industry after it introduced the iPhone, Andrew Dickson considershow Tesla might become the new Appleand what that means for the stock price.</p>\n<p><b>More about EVs:</b>Tesla still dominates the EV market in the U.S., but these rivals are catching up</p>\n<p>Speaking of Apple…</p>\n<p>Apple disappointed investors with lower-than-expected sales during its fiscal fourth quarter, and the shares were down as much as 4% on Friday. Butmany analysts remain upbeat about Apple, as Barbara Kollmeyer and Emily Bary explain.</p>","source":"market_watch","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>Weekend reads: Facebook goes Meta — what’s in a name?</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\">\nWeekend reads: Facebook goes Meta — what’s in a name?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-31 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/weekend-reads-facebook-goes-meta-whats-in-a-name-11635523462?mod=home-page><strong>Market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Also, what type of retirement account is best for you and how to build your own ETF\nFacebook Inc.FB,+2.10%has changed its name to Meta, and this might be a meaningful change for its shareholders. The ...</p>\n\n<a href=\"https://www.marketwatch.com/story/weekend-reads-facebook-goes-meta-whats-in-a-name-11635523462?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CASH":"米塔金融"},"source_url":"https://www.marketwatch.com/story/weekend-reads-facebook-goes-meta-whats-in-a-name-11635523462?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1104228860","content_text":"Also, what type of retirement account is best for you and how to build your own ETF\nFacebook Inc.FB,+2.10%has changed its name to Meta, and this might be a meaningful change for its shareholders. The full name is now Meta Platforms Inc. and the stock’s ticker will change to MVRS on Dec. 1.\nThe name change better reflect parent’s various businesses, including the potential of virtual reality (VR) products for consumers — an industry Meta already dominates through its Oculus line of products. The newly named company will begin reporting its results in two segments: Family of Apps, which will include Facebook, Instagram, Messenger and WhatsApp, and Reality Labs, for Oculus and all related VR products and services.\nWhat’s in your ETF?Mark DeCambre writes the ETF Wrap column, with news about the exchange-traded fund industry and various bits of insight. This week he explainshow to know what’s really in your ETF.\nBuild your own ETF\nMost ETFs are passively managed — they track stock indexes and therefore have lower expenses than actively managed funds. But the fees still add up to a lot of money over the long term. Michael Brush showshow you can build your own ETFfocused on a sector or industry and save even more on expenses.\nWhat is the best retirement account for you?ISTOCKPHOTO\nSome people have more choices than others, when it comes to saving and investing for financial independence. Continuing theHow To Investseries, Alessandra Malito digs into IRAs, 401(k)s and the Roth versions of both, to help you understandwhich type of retirement account is best for you.\nRead on:Here’s how Congress wants to combat early withdrawals from retirement accounts\nBest new ideas — how big-box retailers are helping small businesses\nTheBest New Ideas In Moneyseries continues, as Tonya Garcia reports about a retail-industry development you may not have expected. Lowe’s Cos., Amazon.com Inc. and Target Corp. and other companies havevarious programs to help small businesses distribute their products and services.\nTech-stock picks\nJeff Reeves selectsfive rocketing tech stocks for long-term investors.\nMore about stocks:Increased capital spending is setting up this select group of industrial stocks to outperform in the next few years\nTrouble at ChipotleAFP VIA GETTY IMAGES\nLevi Sumagaysay interviews employees at Chipotle Mexican Grill Inc.CMG,+0.08%,who describethe challenges of handling incredible demand during the pandemic.\nIs Tesla the new Apple?GETTY IMAGES\nTesla Inc.’sTSLA,+3.43%stock now has a market capitalization of more than $1 trillion. The stock was up 20% for one week through Oct. 28, following announcements of dealsto supply 100,000 rental vehicles to Hertzand50,000 to Uber.\nRecalling how Apple Inc.AAPL,-1.82%was able to dominate the smartphone industry after it introduced the iPhone, Andrew Dickson considershow Tesla might become the new Appleand what that means for the stock price.\nMore about EVs:Tesla still dominates the EV market in the U.S., but these rivals are catching up\nSpeaking of Apple…\nApple disappointed investors with lower-than-expected sales during its fiscal fourth quarter, and the shares were down as much as 4% on Friday. Butmany analysts remain upbeat about Apple, as Barbara Kollmeyer and Emily Bary explain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861970466,"gmtCreate":1632452018155,"gmtModify":1632722232767,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>100 shares isnt a lot but still,&nbsp;faith in the company i work in 😘","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>100 shares isnt a lot but still,&nbsp;faith in the company i work in 😘","text":"$SINGTEL(Z74.SI)$100 shares isnt a lot but still, faith in the company i work in 😘","images":[{"img":"https://static.tigerbbs.com/7c3a5b06c89a5364f71fadb7b1dbf127","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861970466","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693341576,"gmtCreate":1639976367868,"gmtModify":1639976368234,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ALL IN PALANTIR","listText":"ALL IN PALANTIR","text":"ALL IN PALANTIR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693341576","repostId":"2192989909","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603171081,"gmtCreate":1638382469368,"gmtModify":1638383425547,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Just when you thought you bought it at the lowest, it goes even lower lmao","text":"$Sono Group N.V.(SEV)$Just when you thought you bought it at the lowest, it goes even lower lmao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603171081","isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600573206,"gmtCreate":1638180196395,"gmtModify":1638180986216,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","listText":"<a href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a>Are my eyes playing tricks or is the stock finally green?","text":"$Sono Group N.V.(SEV)$Are my eyes playing tricks or is the stock finally green?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600573206","isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":2,"crmLevelSwitch":0},"content":"这并不奇怪，因为这只股票只有1000万股的流通股。价格的上涨和下跌是可以随意的。","text":"这并不奇怪，因为这只股票只有1000万股的流通股。价格的上涨和下跌是可以随意的。","html":"这并不奇怪，因为这只股票只有1000万股的流通股。价格的上涨和下跌是可以随意的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875760232,"gmtCreate":1637691131764,"gmtModify":1637691131935,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875760232","repostId":"1117658681","repostType":4,"repost":{"id":"1117658681","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":1637681053,"share":"https://www.laohu8.com/m/news/1117658681?lang=&edition=full","pubTime":"2021-11-23 23:24","market":"us","language":"en","title":"XPeng shares rose nearly 12% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1117658681","media":"Tiger Newspress","summary":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported ","content":"<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p>\n<p>Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p>\n<p>Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</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>XPeng shares rose nearly 12% in early trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXPeng shares rose nearly 12% in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-23 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>XPeng&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.<img src=\"https://static.tigerbbs.com/a8d43127b29dfc54fadaa9e23939d911\" tg-width=\"878\" tg-height=\"596\" referrerpolicy=\"no-referrer\">The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.</p>\n<p>Revenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.</p>\n<p>Gross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117658681","content_text":"XPeng shares rose nearly 12% in early trading after the China-based electric vehicle maker reported a wider-than-expected third-quarter loss but revenue that rose well above forecasts and provided an upbeat fourth-quarter outlook.The net loss widened to RMB1.59 bln ($249.7 million), or RMB1.89 per American depositary share (ADS), from a loss of RMB1.15 billion a year ago. Excluding nonrecurring items, the adjusted loss per ADS came to RMB1.77, compared with the FactSet consensus of RMB1.30.\nRevenue jumps 187.4% to RMB5.72 billion ($895.5 million) to beat the FactSet consensus of RMB5.03 billion, as deliveries rose 199.2% to a record 25,666 vehicles, including 217.7% growth in P7 model deliveries.\nGross margin improved to 14.4% from 4.6%. Looking ahead, the company expects fourth-quarter deliveries of between 34,500 and 36,500 vehicles, representing growth of 166.1% to 181.5%, and revenue between RMB7.1 billion and RMB7.5 billion, compared with the FactSet consensus of RMB6.09 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872737202,"gmtCreate":1637573246069,"gmtModify":1637573246203,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Downward trend, but should I buy in?","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Downward trend, but should I buy in?","text":"$Alibaba(BABA)$Downward trend, but should I buy in?","images":[{"img":"https://static.tigerbbs.com/620d0620ddd78e135b861ed7c05afb4d","width":"854","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872737202","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873046179,"gmtCreate":1636811951575,"gmtModify":1636811951667,"author":{"id":"4092442821570860","authorId":"4092442821570860","name":"BigStonks101","avatar":"https://static.tigerbbs.com/097f77c70975dd8f61ed73c2b4a21342","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"But stock price halved&nbsp;","listText":"But stock price halved&nbsp;","text":"But stock price halved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873046179","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p>\n<p>“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p>\n<p>Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p>\n<p>Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p>\n<p>In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p>\n<p>The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p>\n<p>Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p>\n<p>The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p>\n<p>The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p>\n<p>The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p>\n<p>While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p>\n<p>In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p>\n<p>The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p>\n<p>“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p>\n<p>Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p>\n<p>“[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p>\n<p>The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p>\n<p>“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p>\n<p>Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p>\n<p>“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p>\n<p>Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p>\n<p>“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p>\n<p>That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p>\n<p>Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p>\n<p>Moderna shares are down more than 40% over the past three months.</p>\n<p>As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p>\n<p>When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p>\n<p>That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p>\n<p>Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p>\n<p>Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p>\n<p>An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p>","source":"lsy1601382232898","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>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the 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\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}