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2021-12-22

Agree

Palantir: Buy The Dip Before Year-End

2021-12-15

Ok noted

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2021-12-14

Really? 🤭

@小猪熊发财:台积电不值得投资

2021-12-12

Is NIO going to be listed in HK?

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2021-12-12

Like please

Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035

2021-12-06

Jialat [Sad]

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2021-11-22

HK market please move up Like & comment

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2021-11-07

Good

3 Biggest Stock Market Predictions for November

2021-10-23

Good

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2021-10-20

Palantir go go 20x $Palantir Technologies Inc.(PLTR)$

2021-10-20

Palantir go go 20x $Palantir Technologies Inc.(PLTR)$https://youtu.be/phmJhHhNOUs

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It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p>\n<p>So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p>\n<p>Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p>\n<p>Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p>\n<p><b>Recent wins showcase how prominent Palantir is</b></p>\n<p>Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p>\n<p>Figure 1. Palantir NIH win</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p>\n<p>Figure 2. Palantir VA win</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p>\n<p><b>The bullish thesis for Palantir, revisited</b></p>\n<p>With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p>\n<p>Here's a refresher of all the key reasons why this company is a superstar:</p>\n<ul>\n <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>\n <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>\n <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>\n <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>\n <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li>\n</ul>\n<p><b>Valuation isn't cheap, but more reasonable than in the past</b></p>\n<p>I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p>\n<p>At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p>\n<p>For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p>\n<p>Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p>\n<p><b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p>\n<p>We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p>\n<p>Figure 3. Palantir Q3 results</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p>\n<p>The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p>\n<p>Figure 4. Palantir commercial revenue trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p>\n<p>Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p>\n<p>Figure 5. Palantir customer adds</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p>\n<p>Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p>\n<p>Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p>\n<p>Figure 6. Palantir FCF trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p>\n<p><b>Key takeaways</b></p>\n<p>In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</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>Palantir: Buy The Dip Before Year-End</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\">\nPalantir: Buy The Dip Before Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from...</p>\n\n<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607818172,"gmtCreate":1639524336027,"gmtModify":1639524389448,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok noted","listText":"Ok noted","text":"Ok noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607818172","repostId":"2191581609","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604472589,"gmtCreate":1639442694340,"gmtModify":1639442694340,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Really? 🤭","listText":"Really? 🤭","text":"Really? 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604472589","repostId":"605671068","repostType":1,"repost":{"id":605671068,"gmtCreate":1639171814657,"gmtModify":1639399083316,"author":{"id":"3584017296125380","authorId":"3584017296125380","name":"小猪熊发财","avatar":"https://static.tigerbbs.com/2085609b68b3b2add8ebe5b9ec128a96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"台积电不值得投资","htmlText":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","listText":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","text":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","images":[{"img":"https://static.tigerbbs.com/624e09b49a7e7a213e055d59c807f75f","width":"1242","height":"570"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605671068","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604068208,"gmtCreate":1639282856111,"gmtModify":1639282890443,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Is NIO going to be listed in HK?&nbsp;","listText":"Is NIO going to be listed in HK?&nbsp;","text":"Is NIO going to be listed in HK?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604068208","repostId":"2190567199","repostType":4,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604061782,"gmtCreate":1639282664551,"gmtModify":1639282664551,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604061782","repostId":"2190679207","repostType":4,"repost":{"id":"2190679207","pubTimestamp":1639281804,"share":"https://www.laohu8.com/m/news/2190679207?lang=&edition=full","pubTime":"2021-12-12 12:03","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2190679207","media":"Motley Fool","summary":"These two stocks could change your retirement.","content":"<p>Over the past 15 years, the <b>S&amp;P 500</b> has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.</p>\n<p>While this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think <b>Latch</b> (NASDAQ:LTCH) and <b>Lemonade</b> (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.</p>\n<h2>1. Latch: Smart security</h2>\n<p>This smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on <a href=\"https://laohu8.com/S/AONE.U\">one</a> platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.</p>\n<p>Nearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.</p>\n<p>Latch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.</p>\n<p>Latch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like <b>Brookfield</b> (NYSE:BAM) and <b>Avalon Bay</b> (NYSE:AVB).</p>\n<p>This company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>Q3 2020</th>\n   <th>Q3 2021</th>\n   <th>Change</th>\n  </tr>\n  <tr>\n   <td>Net loss</td>\n   <td>$15.9 million</td>\n   <td>$34.2 million</td>\n   <td>115%</td>\n  </tr>\n  <tr>\n   <td>Net loss as a percentage of revenue</td>\n   <td>311.5%</td>\n   <td>305.7%</td>\n   <td>N/A</td>\n  </tr>\n </tbody>\n</table>\n<p>The company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.</p>\n<p>Also, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.</p>\n<h2>2. Lemonade: An insurance provider anyone can love</h2>\n<p>Lemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.</p>\n<p>Lemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.</p>\n<p>The company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>First Nine Months of 2020</th>\n   <th>First Nine Months of 2021</th>\n   <th>Change</th>\n  </tr>\n  <tr>\n   <td>Net loss</td>\n   <td>$88.4 million</td>\n   <td>$171.0 million</td>\n   <td>93.4%</td>\n  </tr>\n  <tr>\n   <td>Net loss as a percentage of revenue</td>\n   <td>119.6%</td>\n   <td>195.6%</td>\n   <td><p>N/A</p></td>\n  </tr>\n </tbody>\n</table>\n<p>This major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.</p>\n<p>Lemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.</p>\n<p>Both of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.</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>Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035</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\">\nWant $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4215":"住宅房地产投资信托","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4543":"AI","BK4528":"SaaS概念","LTCH":"Latch, Inc.","AVB":"阿湾物产","ESG":"FlexShares STOXX US ESG Select Index Fund","BAM":"布鲁克菲尔德资产管理","AI":"C3.ai, Inc.","BK4107":"财产与意外伤害保险","BK4023":"应用软件","BK4549":"软银资本持仓","LMND":"Lemonade, Inc.","BK4135":"资产管理与托管银行"},"source_url":"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190679207","content_text":"Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.\nWhile this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think Latch (NASDAQ:LTCH) and Lemonade (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.\n1. Latch: Smart security\nThis smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on one platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.\nNearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.\nLatch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.\nLatch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like Brookfield (NYSE:BAM) and Avalon Bay (NYSE:AVB).\nThis company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.\n\n\n\nMetric\nQ3 2020\nQ3 2021\nChange\n\n\nNet loss\n$15.9 million\n$34.2 million\n115%\n\n\nNet loss as a percentage of revenue\n311.5%\n305.7%\nN/A\n\n\n\nThe company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.\nAlso, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.\n2. Lemonade: An insurance provider anyone can love\nLemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.\nLemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.\nThe company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.\n\n\n\nMetric\nFirst Nine Months of 2020\nFirst Nine Months of 2021\nChange\n\n\nNet loss\n$88.4 million\n$171.0 million\n93.4%\n\n\nNet loss as a percentage of revenue\n119.6%\n195.6%\nN/A\n\n\n\nThis major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.\nLemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.\nBoth of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608592022,"gmtCreate":1638755770272,"gmtModify":1638755770272,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jialat [Sad]&nbsp;","listText":"Jialat [Sad]&nbsp;","text":"Jialat [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608592022","repostId":"1142023133","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872561736,"gmtCreate":1637548607272,"gmtModify":1637549600884,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"HK market please move up&nbsp;Like &amp; comment&nbsp;","listText":"HK market please move up&nbsp;Like &amp; comment&nbsp;","text":"HK market please move up Like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872561736","repostId":"1102379283","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845964537,"gmtCreate":1636266406444,"gmtModify":1636266406444,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845964537","repostId":"2181074782","repostType":4,"repost":{"id":"2181074782","pubTimestamp":1636246800,"share":"https://www.laohu8.com/m/news/2181074782?lang=&edition=full","pubTime":"2021-11-07 09:00","market":"us","language":"en","title":"3 Biggest Stock Market Predictions for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2181074782","media":"Motley Fool","summary":"Guessing what the market will do at any given time isn't easy, but there are indicators out there if you know what to look for.","content":"<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.</p>\n<p>With all that in mind, here are three predictions about November markets.</p>\n<h2>1. The market opportunity in EVs and self-driving technology will climb higher</h2>\n<p>It's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like <b>Tesla</b> are an obvious example. But also <b>Chargepoint Holdings, </b>which is building out the largest EV charging network in the world,&nbsp;and my favorite turnaround play, <b>BlackBerry, </b>with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.</p>\n<p>Supply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.</p>\n<p>But delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.</p>\n<p>Take <b>Ford</b> (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.</p>\n<p>During the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.</p>\n<h2>2. The metaverse will see big gains virtually and market-wise</h2>\n<p>Running parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a></b> (NYSEMKT:META).</p>\n<p>Our kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as <i>Fortnite</i>, <i>Minecraft</i>, and <i>Flight Sim</i>, where players create virtual worlds, interacting with each other in these metaverse creations.</p>\n<p><b>Microsoft</b> announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.</p>\n<p>For long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.</p>\n<p>Investors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.</p>\n<p>Its top 10 holdings are an impressive list: <b>Nvidia</b>, Microsoft, <b>Roblox</b>, Meta Platforms, <b>Unity Software</b>, <b>Immersion Corp.</b>, <b>Autodesk</b>, <b>Sea Limited</b>, <b>Amazon</b>, and <b>Tencent Holdings</b>.</p>\n<p>I wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.</p>\n<h2>3. Apple is still fresh and its stock will top 52-week highs</h2>\n<p>The intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: <b>Apple&nbsp;</b>(NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.</p>\n<p>The future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.</p>\n<p>When Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.</p>\n<p>The company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.</p>\n<p>My November prediction is that Apple stock will top its 52-week high of $157.26 a share.</p>\n<h2>Seeing the forest through the trees</h2>\n<p>October was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The<b> S&amp;P 500</b> average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Biggest Stock Market Predictions for November</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 Biggest Stock Market Predictions for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/\">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/2021/11/06/my-3-biggest-stock-market-predictions-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181074782","content_text":"November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.\nTwo markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.\nWith all that in mind, here are three predictions about November markets.\n1. The market opportunity in EVs and self-driving technology will climb higher\nIt's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like Tesla are an obvious example. But also Chargepoint Holdings, which is building out the largest EV charging network in the world, and my favorite turnaround play, BlackBerry, with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.\nSupply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.\nBut delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.\nTake Ford (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.\nDuring the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.\n2. The metaverse will see big gains virtually and market-wise\nRunning parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the Roundhill Ball Metaverse ETF (NYSEMKT:META).\nOur kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as Fortnite, Minecraft, and Flight Sim, where players create virtual worlds, interacting with each other in these metaverse creations.\nMicrosoft announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by Meta Platforms (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.\nFor long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.\nInvestors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.\nIts top 10 holdings are an impressive list: Nvidia, Microsoft, Roblox, Meta Platforms, Unity Software, Immersion Corp., Autodesk, Sea Limited, Amazon, and Tencent Holdings.\nI wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.\n3. Apple is still fresh and its stock will top 52-week highs\nThe intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: Apple (NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.\nThe future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.\nWhen Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But one thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.\nThe company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.\nMy November prediction is that Apple stock will top its 52-week high of $157.26 a share.\nSeeing the forest through the trees\nOctober was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The S&P 500 average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858196593,"gmtCreate":1634999125700,"gmtModify":1634999125793,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858196593","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853011522,"gmtCreate":1634741343919,"gmtModify":1634741705997,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"Palantir go go 20x $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853011522","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853019425,"gmtCreate":1634741252083,"gmtModify":1634764484613,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>https://youtu.be/phmJhHhNOUs","listText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>https://youtu.be/phmJhHhNOUs","text":"Palantir go go 20x $Palantir Technologies Inc.(PLTR)$https://youtu.be/phmJhHhNOUs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853019425","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":845964537,"gmtCreate":1636266406444,"gmtModify":1636266406444,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845964537","repostId":"2181074782","repostType":4,"repost":{"id":"2181074782","pubTimestamp":1636246800,"share":"https://www.laohu8.com/m/news/2181074782?lang=&edition=full","pubTime":"2021-11-07 09:00","market":"us","language":"en","title":"3 Biggest Stock Market Predictions for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2181074782","media":"Motley Fool","summary":"Guessing what the market will do at any given time isn't easy, but there are indicators out there if you know what to look for.","content":"<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.</p>\n<p>With all that in mind, here are three predictions about November markets.</p>\n<h2>1. The market opportunity in EVs and self-driving technology will climb higher</h2>\n<p>It's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like <b>Tesla</b> are an obvious example. But also <b>Chargepoint Holdings, </b>which is building out the largest EV charging network in the world,&nbsp;and my favorite turnaround play, <b>BlackBerry, </b>with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.</p>\n<p>Supply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.</p>\n<p>But delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.</p>\n<p>Take <b>Ford</b> (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.</p>\n<p>During the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.</p>\n<h2>2. The metaverse will see big gains virtually and market-wise</h2>\n<p>Running parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a></b> (NYSEMKT:META).</p>\n<p>Our kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as <i>Fortnite</i>, <i>Minecraft</i>, and <i>Flight Sim</i>, where players create virtual worlds, interacting with each other in these metaverse creations.</p>\n<p><b>Microsoft</b> announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.</p>\n<p>For long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.</p>\n<p>Investors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.</p>\n<p>Its top 10 holdings are an impressive list: <b>Nvidia</b>, Microsoft, <b>Roblox</b>, Meta Platforms, <b>Unity Software</b>, <b>Immersion Corp.</b>, <b>Autodesk</b>, <b>Sea Limited</b>, <b>Amazon</b>, and <b>Tencent Holdings</b>.</p>\n<p>I wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.</p>\n<h2>3. Apple is still fresh and its stock will top 52-week highs</h2>\n<p>The intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: <b>Apple&nbsp;</b>(NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.</p>\n<p>The future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.</p>\n<p>When Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.</p>\n<p>The company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.</p>\n<p>My November prediction is that Apple stock will top its 52-week high of $157.26 a share.</p>\n<h2>Seeing the forest through the trees</h2>\n<p>October was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The<b> S&amp;P 500</b> average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Biggest Stock Market Predictions for November</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 Biggest Stock Market Predictions for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/\">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/2021/11/06/my-3-biggest-stock-market-predictions-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181074782","content_text":"November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.\nTwo markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.\nWith all that in mind, here are three predictions about November markets.\n1. The market opportunity in EVs and self-driving technology will climb higher\nIt's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like Tesla are an obvious example. But also Chargepoint Holdings, which is building out the largest EV charging network in the world, and my favorite turnaround play, BlackBerry, with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.\nSupply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.\nBut delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.\nTake Ford (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.\nDuring the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.\n2. The metaverse will see big gains virtually and market-wise\nRunning parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the Roundhill Ball Metaverse ETF (NYSEMKT:META).\nOur kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as Fortnite, Minecraft, and Flight Sim, where players create virtual worlds, interacting with each other in these metaverse creations.\nMicrosoft announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by Meta Platforms (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.\nFor long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.\nInvestors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.\nIts top 10 holdings are an impressive list: Nvidia, Microsoft, Roblox, Meta Platforms, Unity Software, Immersion Corp., Autodesk, Sea Limited, Amazon, and Tencent Holdings.\nI wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.\n3. Apple is still fresh and its stock will top 52-week highs\nThe intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: Apple (NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.\nThe future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.\nWhen Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But one thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.\nThe company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.\nMy November prediction is that Apple stock will top its 52-week high of $157.26 a share.\nSeeing the forest through the trees\nOctober was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The S&P 500 average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604061782,"gmtCreate":1639282664551,"gmtModify":1639282664551,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604061782","repostId":"2190679207","repostType":4,"repost":{"id":"2190679207","pubTimestamp":1639281804,"share":"https://www.laohu8.com/m/news/2190679207?lang=&edition=full","pubTime":"2021-12-12 12:03","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2190679207","media":"Motley Fool","summary":"These two stocks could change your retirement.","content":"<p>Over the past 15 years, the <b>S&amp;P 500</b> has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.</p>\n<p>While this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think <b>Latch</b> (NASDAQ:LTCH) and <b>Lemonade</b> (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.</p>\n<h2>1. Latch: Smart security</h2>\n<p>This smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on <a href=\"https://laohu8.com/S/AONE.U\">one</a> platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.</p>\n<p>Nearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.</p>\n<p>Latch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.</p>\n<p>Latch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like <b>Brookfield</b> (NYSE:BAM) and <b>Avalon Bay</b> (NYSE:AVB).</p>\n<p>This company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>Q3 2020</th>\n   <th>Q3 2021</th>\n   <th>Change</th>\n  </tr>\n  <tr>\n   <td>Net loss</td>\n   <td>$15.9 million</td>\n   <td>$34.2 million</td>\n   <td>115%</td>\n  </tr>\n  <tr>\n   <td>Net loss as a percentage of revenue</td>\n   <td>311.5%</td>\n   <td>305.7%</td>\n   <td>N/A</td>\n  </tr>\n </tbody>\n</table>\n<p>The company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.</p>\n<p>Also, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.</p>\n<h2>2. Lemonade: An insurance provider anyone can love</h2>\n<p>Lemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.</p>\n<p>Lemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.</p>\n<p>The company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>First Nine Months of 2020</th>\n   <th>First Nine Months of 2021</th>\n   <th>Change</th>\n  </tr>\n  <tr>\n   <td>Net loss</td>\n   <td>$88.4 million</td>\n   <td>$171.0 million</td>\n   <td>93.4%</td>\n  </tr>\n  <tr>\n   <td>Net loss as a percentage of revenue</td>\n   <td>119.6%</td>\n   <td>195.6%</td>\n   <td><p>N/A</p></td>\n  </tr>\n </tbody>\n</table>\n<p>This major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.</p>\n<p>Lemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.</p>\n<p>Both of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.</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>Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035</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\">\nWant $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4215":"住宅房地产投资信托","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4543":"AI","BK4528":"SaaS概念","LTCH":"Latch, Inc.","AVB":"阿湾物产","ESG":"FlexShares STOXX US ESG Select Index Fund","BAM":"布鲁克菲尔德资产管理","AI":"C3.ai, Inc.","BK4107":"财产与意外伤害保险","BK4023":"应用软件","BK4549":"软银资本持仓","LMND":"Lemonade, Inc.","BK4135":"资产管理与托管银行"},"source_url":"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190679207","content_text":"Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.\nWhile this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think Latch (NASDAQ:LTCH) and Lemonade (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.\n1. Latch: Smart security\nThis smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on one platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.\nNearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.\nLatch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.\nLatch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like Brookfield (NYSE:BAM) and Avalon Bay (NYSE:AVB).\nThis company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.\n\n\n\nMetric\nQ3 2020\nQ3 2021\nChange\n\n\nNet loss\n$15.9 million\n$34.2 million\n115%\n\n\nNet loss as a percentage of revenue\n311.5%\n305.7%\nN/A\n\n\n\nThe company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.\nAlso, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.\n2. Lemonade: An insurance provider anyone can love\nLemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.\nLemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.\nThe company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.\n\n\n\nMetric\nFirst Nine Months of 2020\nFirst Nine Months of 2021\nChange\n\n\nNet loss\n$88.4 million\n$171.0 million\n93.4%\n\n\nNet loss as a percentage of revenue\n119.6%\n195.6%\nN/A\n\n\n\nThis major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.\nLemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.\nBoth of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872561736,"gmtCreate":1637548607272,"gmtModify":1637549600884,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"HK market please move up&nbsp;Like &amp; comment&nbsp;","listText":"HK market please move up&nbsp;Like &amp; comment&nbsp;","text":"HK market please move up Like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872561736","repostId":"1102379283","repostType":4,"repost":{"id":"1102379283","pubTimestamp":1637545380,"share":"https://www.laohu8.com/m/news/1102379283?lang=&edition=full","pubTime":"2021-11-22 09:43","market":"hk","language":"en","title":"Hong Kong: Shares barely moved at open","url":"https://stock-news.laohu8.com/highlight/detail?id=1102379283","media":"AFP","summary":"Hong Kong stocks opened flat on Monday (Nov 22) morning following last week's losses, with Wall Stre","content":"<p>Hong Kong stocks opened flat on Monday (Nov 22) morning following last week's losses, with Wall Street providing a tepid lead, and traders also keeping tabs on central banks' monetary policy plans in light of surging inflation.</p>\n<p>The Hang Seng Index inched up 7.09 points to 25,057.06.</p>\n<p>The Shanghai Composite Index ticked up 0.07 per cent or 2.39 points to 3,562.76, while the Shenzhen Composite Index on China's second exchange edged 0.16 per cent or 4.04 points higher to 2,494.31.</p>","source":"lsy1605843958005","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>Hong Kong: Shares barely moved at open</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\">\nHong Kong: Shares barely moved at open\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/hong-kong-shares-barely-moved-at-open><strong>AFP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hong Kong stocks opened flat on Monday (Nov 22) morning following last week's losses, with Wall Street providing a tepid lead, and traders also keeping tabs on central banks' monetary policy plans in ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-shares-barely-moved-at-open\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-shares-barely-moved-at-open","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102379283","content_text":"Hong Kong stocks opened flat on Monday (Nov 22) morning following last week's losses, with Wall Street providing a tepid lead, and traders also keeping tabs on central banks' monetary policy plans in light of surging inflation.\nThe Hang Seng Index inched up 7.09 points to 25,057.06.\nThe Shanghai Composite Index ticked up 0.07 per cent or 2.39 points to 3,562.76, while the Shenzhen Composite Index on China's second exchange edged 0.16 per cent or 4.04 points higher to 2,494.31.","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858196593,"gmtCreate":1634999125700,"gmtModify":1634999125793,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858196593","repostId":"2177121214","repostType":4,"repost":{"id":"2177121214","pubTimestamp":1634955373,"share":"https://www.laohu8.com/m/news/2177121214?lang=&edition=full","pubTime":"2021-10-23 10:16","market":"us","language":"en","title":"Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2177121214","media":"MarketWatch","summary":"Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to","content":"<p>Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9f78b50a9dd062f4cfa784d46b7801c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Getty Images</span></p>\n<p>The same factors that torpedoed <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s earnings results ominously linger as investors await Alphabet Inc. parent Google's financial results on Tuesday.</p>\n<p>Google&nbsp;(GOOGL) could be hindered by a change in Apple Inc.'s&nbsp;privacy policy that makes it harder to target and measure digital advertising as well as a choked global supply chain that has driven down ad spending. Google probably isn't as exposed as Snap (SNAP) because Google has invested heavily in developing aggregated measurement approaches to prepare for privacy changes, according to Wall Street analysts.</p>\n<p>\"Given Snap's size, maturity, and ad technology stack relative to the much larger, more experienced, industry leaders, we believe the company is more susceptible to these challenges,\" Monness, Crespi, Hardt &amp; Co.'s Brian J. White wrote of the privacy issues and supply-chain disruptions. \"That said, we doubt any company tied to digital ad spending will be immune to these issues, including <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Alphabet, and others.\"</p>\n<p>Google's primary headache continues to be antitrust scrutiny both in the U.S. and abroad, which led the company to halve its app fees on Thursday -- a nod to saber rattling from developers, regulators and lawmakers to make Google's digital store more accessible and commission fees less punitive.</p>\n<p>A bipartisan bill in the U.S. Senate, the Open App Markets Act, would force the companies' app stores to let developers use other payment systems, potentially helping them opt out of default service fees. The bill, announced in August, came on the heels of an antitrust lawsuit from attorneys general in 36 states and the District of Columbia that claims Google abused its power over app developers through its Play Store on Android.</p>\n<p>\"We believe Alphabet is well-positioned for a continued recovery in digital ad spending and further momentum in the cloud; however, we anticipate antitrust investigations will carry on with great fanfare,\" Monness Crespi Hardt analyst White cautioned.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Analysts on average expect Google to report earnings of $23.73 a share, up from $16.40 a share a year ago. Analysts were projecting $20.05 a share at the end of June.</p>\n<p>Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are just as optimistic, projecting earnings of $23.73 a share on average.</p>\n<p><b>Revenue: </b>Analysts on average expect Google to report $52.31 billion in third-quarter revenue, excluding traffic acquisition costs <a href=\"https://laohu8.com/S/TAC\">$(TAC)$</a>, compared with $38 billion a year ago subtracting TAC. Estimize contributors predict $52.06 billion on average.</p>\n<p><b>Stock movement: </b>Google's stock has soared 56% so far this year, while the S&amp;P 500 index has increased 21%.</p>\n<p><b>What analysts are saying</b></p>\n<p>Google's exposure is further mitigated by a diverse revenue model that includes a multibillion-dollar cloud business and other bets. \"Google Cloud offers a uniquevalue proposition for enterprises given its ability to leverage consumer-related innovations (e.g., Google Maps, Google Assistant, Google Play, YouTube, Google Shopping, etc.) with its robust cloud offering,\" White said in an Oct. 13 note that rates Google shares as buy with a price target of $3,500.</p>\n<p>Cowen's John Blackledge remains \"bullish\" on the resilient strength of Google's powerhouse search business in the midst of an uncertain online ad market. \"We expect robust holiday spending despite inventory issues,\" Blackledge said in an Oct. 11 note that maintains an outperform rating on Alphabet shares and price target of $3,300.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries</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\">\nGoogle earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker\nGetty Images\nThe same factors that ...</p>\n\n<a href=\"https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177121214","content_text":"Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker\nGetty Images\nThe same factors that torpedoed Snap Inc.'s earnings results ominously linger as investors await Alphabet Inc. parent Google's financial results on Tuesday.\nGoogle (GOOGL) could be hindered by a change in Apple Inc.'s privacy policy that makes it harder to target and measure digital advertising as well as a choked global supply chain that has driven down ad spending. Google probably isn't as exposed as Snap (SNAP) because Google has invested heavily in developing aggregated measurement approaches to prepare for privacy changes, according to Wall Street analysts.\n\"Given Snap's size, maturity, and ad technology stack relative to the much larger, more experienced, industry leaders, we believe the company is more susceptible to these challenges,\" Monness, Crespi, Hardt & Co.'s Brian J. White wrote of the privacy issues and supply-chain disruptions. \"That said, we doubt any company tied to digital ad spending will be immune to these issues, including Facebook, Alphabet, and others.\"\nGoogle's primary headache continues to be antitrust scrutiny both in the U.S. and abroad, which led the company to halve its app fees on Thursday -- a nod to saber rattling from developers, regulators and lawmakers to make Google's digital store more accessible and commission fees less punitive.\nA bipartisan bill in the U.S. Senate, the Open App Markets Act, would force the companies' app stores to let developers use other payment systems, potentially helping them opt out of default service fees. The bill, announced in August, came on the heels of an antitrust lawsuit from attorneys general in 36 states and the District of Columbia that claims Google abused its power over app developers through its Play Store on Android.\n\"We believe Alphabet is well-positioned for a continued recovery in digital ad spending and further momentum in the cloud; however, we anticipate antitrust investigations will carry on with great fanfare,\" Monness Crespi Hardt analyst White cautioned.\nWhat to expect\nEarnings: Analysts on average expect Google to report earnings of $23.73 a share, up from $16.40 a share a year ago. Analysts were projecting $20.05 a share at the end of June.\nContributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- are just as optimistic, projecting earnings of $23.73 a share on average.\nRevenue: Analysts on average expect Google to report $52.31 billion in third-quarter revenue, excluding traffic acquisition costs $(TAC)$, compared with $38 billion a year ago subtracting TAC. Estimize contributors predict $52.06 billion on average.\nStock movement: Google's stock has soared 56% so far this year, while the S&P 500 index has increased 21%.\nWhat analysts are saying\nGoogle's exposure is further mitigated by a diverse revenue model that includes a multibillion-dollar cloud business and other bets. \"Google Cloud offers a uniquevalue proposition for enterprises given its ability to leverage consumer-related innovations (e.g., Google Maps, Google Assistant, Google Play, YouTube, Google Shopping, etc.) with its robust cloud offering,\" White said in an Oct. 13 note that rates Google shares as buy with a price target of $3,500.\nCowen's John Blackledge remains \"bullish\" on the resilient strength of Google's powerhouse search business in the midst of an uncertain online ad market. \"We expect robust holiday spending despite inventory issues,\" Blackledge said in an Oct. 11 note that maintains an outperform rating on Alphabet shares and price target of $3,300.","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607818172,"gmtCreate":1639524336027,"gmtModify":1639524389448,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok noted","listText":"Ok noted","text":"Ok noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607818172","repostId":"2191581609","repostType":4,"repost":{"id":"2191581609","pubTimestamp":1639494626,"share":"https://www.laohu8.com/m/news/2191581609?lang=&edition=full","pubTime":"2021-12-14 23:10","market":"us","language":"en","title":"3 Growth Stocks to Put Under the Tree This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2191581609","media":"Motley Fool","summary":"These companies will be delivering returns to shareholders for many years.","content":"<p>There are times when the market hates growth stocks. Throughout 2021, many top winners from 2020 have been hammered, but time has shown that persistently adding shares of growing companies to your portfolio is a great way to multiply your savings over time.</p>\n<p>Three Motley Fool contributors recently picked stocks they believe will deliver big gains over the long term. Here's why they chose <b>Costco Wholesale</b> (NASDAQ:COST), <b>Airbnb</b> (NASDAQ:ABNB), and <b>Netflix</b> (NASDAQ:NFLX).</p>\n<h2>This wide-moat retailer is stronger than ever</h2>\n<p><b>John Ballard (Costco Wholesale):</b> Costco has delivered market-beating returns to investors for many years. It's got an impenetrable competitive moat built on keeping costs as low as possible to deliver unbeatable value to customers. The key to accomplishing this is the annual membership fee, which generates most of Costco's operating profit and subsidizes the savings that customers receive in return.</p>\n<p>It's a terrific business model that produces consistent operating performance. Costco ended fiscal 2021 with a total of 61.7 million paid members, up from 58.1 million in fiscal 2020 and 53.9 million in fiscal 2019.</p>\n<p>Despite the industrywide supply problems, Costco continues to report growth well above its pre-pandemic trend. In the fiscal first quarter of 2022, net sales grew 16.7% over the year-ago quarter,&nbsp;compared to 5.6% in the same quarter in 2019.</p>\n<p>The only problem is that the stock has gotten very expensive. The forward price-to-earnings ratio currently sits at 44 times the consensus analyst estimates for fiscal 2022 earnings per share (EPS).&nbsp;It looks overpriced, but that's why I would consider gifting shares to someone who is just getting started with investing. A good buying strategy to consider with Costco is to dollar-cost average over regular intervals.</p>\n<p>Either way, Costco is a great stock to anchor anyone's portfolio.</p>\n<h2>All wrapped up and ready to go</h2>\n<p><b>Jennifer Saibil (Airbnb):</b> It's been quite a year for Airbnb, which went public exactly a year ago at a curious time. Sales were drastically down due to the coronavirus, but it ended being the biggest initial public offering of 2020 by market cap. Despite that, it's been a rough debut, and Airbnb's share price has fluctuated wildly, now up 23% for the year.</p>\n<p>But it's not about the past, it's about the future. And the future looks good for Airbnb. The travel company has a unique niche with unmatched advantages in its industry, and its powerful potential is demonstrated each time a traveler chooses one of its vacation rentals instead of a hotel room. It can grow as fast as it can add rentals to its platform. It works with hosts who offer many residences and have created their own businesses on the platform as well as people who offer a room in their own residence. So while it's focused on recruiting more hosts, many hosts do the expansion work themselves as they benefit from the opportunity and add more rentals to the site. COVID-19 has accelerated its adoption by increasing work-from-home opportunities, and longer stays have become an increasingly large part of total rentals, accounting for 20% in the 2021 third quarter.</p>\n<p>Airbnb has been doing brisk business, with figures that are toppling pre-pandemic performance. Revenue increased 67% year over year in the third quarter, or 36% over two years, for a total of $2.2 billion. It also posted a nice profit of $834 million.</p>\n<p>The company is shortly rolling out a handbook upgrade, and is otherwise working on maintaining its excellent prospects for further growth. As we look into the post-pandemic future, trends are working in its favor from many directions, and now's a great time to buy shares of this travel company.</p>\n<h2>Netflix could be a gift that keeps on giving this holiday season</h2>\n<p><b>Parkev Tatevosian (Netflix):</b> One stock to put under the Christmas tree this year is Netflix. The well-known streaming pioneer is likely to put a smile on the recipient's face. Indeed, Netflix stock has put a smile on the faces of existing shareholders -- over the previous five years, its shares are up 391%. The company has reached a massive scale and is reaping the benefits.</p>\n<p>As of Sept. 30, Netflix boasted 214 million subscribers. That's up from 195 million in the same quarter last year. The pandemic onset sent hundreds of millions of people home from work, school, and anything else they were doing elsewhere. Unsurprisingly, it created a surge in demand for in-home entertainment, and Netflix was a prime beneficiary.</p>\n<p>Fortunately for investors, Netflix's business was built with a foundation that can absorb millions of new customers at little cost. After all, it doesn't take much work for Netflix to show its content to an extra 25 million or 50 million people. That low variable-cost foundation has allowed Netflix to expand its operating profit margin from 7.2% in 2017 to 18.3% in 2020.</p>\n<p>In its most recent quarter, Netflix reported revenue of $7.5 billion; annualized, that would be $30 billion. With that massive sum of cash coming to Netflix, it can spend aggressively on creating and purchasing content. The new programming will entice more members to join Netflix and existing customers to stick around longer. That virtuous cycle could make Netflix stock the gift that keeps on giving this holiday season.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks to Put Under the Tree This 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\">\n3 Growth Stocks to Put Under the Tree This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/14/3-growth-stocks-to-put-under-the-tree-this-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are times when the market hates growth stocks. Throughout 2021, many top winners from 2020 have been hammered, but time has shown that persistently adding shares of growing companies to your ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/14/3-growth-stocks-to-put-under-the-tree-this-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","COST":"好市多","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","NFLX":"奈飞","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4155":"大卖场与超市","BK4504":"桥水持仓","BK4142":"酒店、度假村与豪华游轮","BK4548":"巴美列捷福持仓","ABNB":"爱彼迎","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐"},"source_url":"https://www.fool.com/investing/2021/12/14/3-growth-stocks-to-put-under-the-tree-this-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191581609","content_text":"There are times when the market hates growth stocks. Throughout 2021, many top winners from 2020 have been hammered, but time has shown that persistently adding shares of growing companies to your portfolio is a great way to multiply your savings over time.\nThree Motley Fool contributors recently picked stocks they believe will deliver big gains over the long term. Here's why they chose Costco Wholesale (NASDAQ:COST), Airbnb (NASDAQ:ABNB), and Netflix (NASDAQ:NFLX).\nThis wide-moat retailer is stronger than ever\nJohn Ballard (Costco Wholesale): Costco has delivered market-beating returns to investors for many years. It's got an impenetrable competitive moat built on keeping costs as low as possible to deliver unbeatable value to customers. The key to accomplishing this is the annual membership fee, which generates most of Costco's operating profit and subsidizes the savings that customers receive in return.\nIt's a terrific business model that produces consistent operating performance. Costco ended fiscal 2021 with a total of 61.7 million paid members, up from 58.1 million in fiscal 2020 and 53.9 million in fiscal 2019.\nDespite the industrywide supply problems, Costco continues to report growth well above its pre-pandemic trend. In the fiscal first quarter of 2022, net sales grew 16.7% over the year-ago quarter, compared to 5.6% in the same quarter in 2019.\nThe only problem is that the stock has gotten very expensive. The forward price-to-earnings ratio currently sits at 44 times the consensus analyst estimates for fiscal 2022 earnings per share (EPS). It looks overpriced, but that's why I would consider gifting shares to someone who is just getting started with investing. A good buying strategy to consider with Costco is to dollar-cost average over regular intervals.\nEither way, Costco is a great stock to anchor anyone's portfolio.\nAll wrapped up and ready to go\nJennifer Saibil (Airbnb): It's been quite a year for Airbnb, which went public exactly a year ago at a curious time. Sales were drastically down due to the coronavirus, but it ended being the biggest initial public offering of 2020 by market cap. Despite that, it's been a rough debut, and Airbnb's share price has fluctuated wildly, now up 23% for the year.\nBut it's not about the past, it's about the future. And the future looks good for Airbnb. The travel company has a unique niche with unmatched advantages in its industry, and its powerful potential is demonstrated each time a traveler chooses one of its vacation rentals instead of a hotel room. It can grow as fast as it can add rentals to its platform. It works with hosts who offer many residences and have created their own businesses on the platform as well as people who offer a room in their own residence. So while it's focused on recruiting more hosts, many hosts do the expansion work themselves as they benefit from the opportunity and add more rentals to the site. COVID-19 has accelerated its adoption by increasing work-from-home opportunities, and longer stays have become an increasingly large part of total rentals, accounting for 20% in the 2021 third quarter.\nAirbnb has been doing brisk business, with figures that are toppling pre-pandemic performance. Revenue increased 67% year over year in the third quarter, or 36% over two years, for a total of $2.2 billion. It also posted a nice profit of $834 million.\nThe company is shortly rolling out a handbook upgrade, and is otherwise working on maintaining its excellent prospects for further growth. As we look into the post-pandemic future, trends are working in its favor from many directions, and now's a great time to buy shares of this travel company.\nNetflix could be a gift that keeps on giving this holiday season\nParkev Tatevosian (Netflix): One stock to put under the Christmas tree this year is Netflix. The well-known streaming pioneer is likely to put a smile on the recipient's face. Indeed, Netflix stock has put a smile on the faces of existing shareholders -- over the previous five years, its shares are up 391%. The company has reached a massive scale and is reaping the benefits.\nAs of Sept. 30, Netflix boasted 214 million subscribers. That's up from 195 million in the same quarter last year. The pandemic onset sent hundreds of millions of people home from work, school, and anything else they were doing elsewhere. Unsurprisingly, it created a surge in demand for in-home entertainment, and Netflix was a prime beneficiary.\nFortunately for investors, Netflix's business was built with a foundation that can absorb millions of new customers at little cost. After all, it doesn't take much work for Netflix to show its content to an extra 25 million or 50 million people. That low variable-cost foundation has allowed Netflix to expand its operating profit margin from 7.2% in 2017 to 18.3% in 2020.\nIn its most recent quarter, Netflix reported revenue of $7.5 billion; annualized, that would be $30 billion. With that massive sum of cash coming to Netflix, it can spend aggressively on creating and purchasing content. The new programming will entice more members to join Netflix and existing customers to stick around longer. That virtuous cycle could make Netflix stock the gift that keeps on giving this holiday season.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604068208,"gmtCreate":1639282856111,"gmtModify":1639282890443,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Is NIO going to be listed in HK?&nbsp;","listText":"Is NIO going to be listed in HK?&nbsp;","text":"Is NIO going to be listed in HK?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604068208","repostId":"2190567199","repostType":4,"repost":{"id":"2190567199","pubTimestamp":1639276317,"share":"https://www.laohu8.com/m/news/2190567199?lang=&edition=full","pubTime":"2021-12-12 10:31","market":"us","language":"en","title":"Want to Bet on China's EV Growth? Here Are 6 Stocks to Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2190567199","media":"Motley Fool","summary":"Here are some obvious, and some not-so-obvious, stocks to bet on China's EV growth story.","content":"<p>From January to November, 2.5 million electric vehicles (EVs) were sold in China, including plug-in hybrids. That's a year-over-year increase of 178%. In the first half of this year, China accounted for roughly 42% of global EV sales. Global EV sales for 2021 are estimated to be around 6 million units, which means China will likely maintain its lead in EV sales for the year.</p>\n<p>With strong governmental support for both EVs and public charging infrastructure, China's future EV growth looks certain. Here are six stocks to bet on this growth narrative.</p>\n<h2>Tesla</h2>\n<p>Nearly 25% of <b>Tesla</b>'s (NASDAQ:TSLA) revenue for the first nine months of 2021 came from China. In the third quarter, it derived nearly 23% of its revenue from China. According to <i>CleanTechnica</i>, the company controls roughly 10% share -- the third highest -- of China's EV market. Clearly, China is an important market for Tesla.</p>\n<p>A major chunk of cars produced at its plant in Shanghai are exported. With a local manufacturing base, Tesla would surely like to expand its sales in China in future. Thus, an investment in Tesla automatically pivots you to China's EV market growth.</p>\n<p><img src=\"https://static.tigerbbs.com/9828f62c1b89216dfe5d82f0c5c7f8b7\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Image source: Getty Images.</p>\n<h2>General Motors</h2>\n<p><b>General Motors</b> (NYSE:GM) sells EVs in China under two joint ventures (JV) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> with the state-owned SAIC Motor, and another with SAIC Motor and Wuling Automobile. The SAIC-GM-Wuling JV (SGMW) venture controlled roughly 15% of China's EV market between January and October. That's the second highest share of China's EV market.</p>\n<p>While that looks big, GM's International segment, which includes earnings from China, contributed less than 5% of General Motors' adjusted earnings before interest and tax (EBIT) for the nine months ended Sept. 30. What's more, less than one-fourth of the sales under the two JVs are electric.</p>\n<p>While General Motors' EV sales in China are growing, its competitors are growing faster. In two months, SGMW's market share has fallen roughly 2%. SGMW's HongGuang Mini EV is the top-selling EV model in China. If the company manages to bring new and successful EV models, it could retain its share in the competitive Chinese market.</p>\n<p>Investors should note that only a tiny percentage of their investment in General Motors stock is exposed to China's EV market.</p>\n<h2>BYD</h2>\n<p><b>BYD </b>(OTC:BYDDY) controls the highest share, 18%, of China's EV market. The company derives more than half of its revenue from auto and related products. In November, BYD delivered 97,242 vehicles. Of that, 90,121 units were EVs, including plug-in hybrids. Moreover, 46,137 units were full electric. So, the traditional automaker has clearly shifted to EVs.</p>\n<p>Apart from vehicles, BYD derives roughly 40% of its revenue from mobile handset components, and roughly 8% from rechargeable batteries and solar products. But the company is witnessing a strong growth in the EV segment, which could form an increasingly higher portion of the company's revenue mix.</p>\n<p>BYD stock is trading at a price-to-sales ratio of around 3.6. With a long history of operations and a better price-to-sales multiple than many EV stocks in the market, value-focused investors will find BYD stock attractive.</p>\n<h2>Nio, Li Auto, and Xpeng</h2>\n<p>The three Chinese EV makers -- <b>Nio </b>(NYSE:NIO), <b>Li Auto </b>(NASDAQ:LI), and <b>Xpeng </b>(NYSE:XPEV) -- have some things in common. All three are new, pure-play EV companies. All three started at nearly the same time -- in 2014 and 2015. The three companies are primarily targeting the passenger car and SUV market and can potentially give Tesla stiff competition in China, and elsewhere.</p>\n<p><img src=\"https://static.tigerbbs.com/a90db9f3d05bf77205d069d1ad6961c9\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NIO Revenue (Quarterly) data by YCharts</p>\n<p>As the above graph shows, Nio generates the highest revenue among the three, but Li Auto and Xpeng have been growing revenue at a higher rate than Nio lately. Even so, all three companies are growing their revenue at impressive quarterly year-over-year growth rates of more than 100%.</p>\n<p>The three companies face stiff competition from established players, including Tesla, General Motors, and BYD, as well as several other players in the EV space. But all three companies look promising, have already sold several thousand vehicles, and are growing sales rapidly.</p>\n<p>All in all, Nio, Xpeng, and Li Auto offer a more explicit way to invest in China's EV market. However, investors must consider their appetite for the risks of investing in international stocks before starting a position.</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>Want to Bet on China's EV Growth? Here Are 6 Stocks to Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant to Bet on China's EV Growth? Here Are 6 Stocks to Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/11/want-to-bet-on-chinas-ev-growth-here-are-6-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From January to November, 2.5 million electric vehicles (EVs) were sold in China, including plug-in hybrids. That's a year-over-year increase of 178%. In the first half of this year, China accounted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/want-to-bet-on-chinas-ev-growth-here-are-6-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","XPEV":"小鹏汽车","BK4509":"腾讯概念","BK4566":"资本集团","LI":"理想汽车","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","GM":"通用汽车","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","NIO":"蔚来","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2021/12/11/want-to-bet-on-chinas-ev-growth-here-are-6-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190567199","content_text":"From January to November, 2.5 million electric vehicles (EVs) were sold in China, including plug-in hybrids. That's a year-over-year increase of 178%. In the first half of this year, China accounted for roughly 42% of global EV sales. Global EV sales for 2021 are estimated to be around 6 million units, which means China will likely maintain its lead in EV sales for the year.\nWith strong governmental support for both EVs and public charging infrastructure, China's future EV growth looks certain. Here are six stocks to bet on this growth narrative.\nTesla\nNearly 25% of Tesla's (NASDAQ:TSLA) revenue for the first nine months of 2021 came from China. In the third quarter, it derived nearly 23% of its revenue from China. According to CleanTechnica, the company controls roughly 10% share -- the third highest -- of China's EV market. Clearly, China is an important market for Tesla.\nA major chunk of cars produced at its plant in Shanghai are exported. With a local manufacturing base, Tesla would surely like to expand its sales in China in future. Thus, an investment in Tesla automatically pivots you to China's EV market growth.\n\nImage source: Getty Images.\nGeneral Motors\nGeneral Motors (NYSE:GM) sells EVs in China under two joint ventures (JV) -- one with the state-owned SAIC Motor, and another with SAIC Motor and Wuling Automobile. The SAIC-GM-Wuling JV (SGMW) venture controlled roughly 15% of China's EV market between January and October. That's the second highest share of China's EV market.\nWhile that looks big, GM's International segment, which includes earnings from China, contributed less than 5% of General Motors' adjusted earnings before interest and tax (EBIT) for the nine months ended Sept. 30. What's more, less than one-fourth of the sales under the two JVs are electric.\nWhile General Motors' EV sales in China are growing, its competitors are growing faster. In two months, SGMW's market share has fallen roughly 2%. SGMW's HongGuang Mini EV is the top-selling EV model in China. If the company manages to bring new and successful EV models, it could retain its share in the competitive Chinese market.\nInvestors should note that only a tiny percentage of their investment in General Motors stock is exposed to China's EV market.\nBYD\nBYD (OTC:BYDDY) controls the highest share, 18%, of China's EV market. The company derives more than half of its revenue from auto and related products. In November, BYD delivered 97,242 vehicles. Of that, 90,121 units were EVs, including plug-in hybrids. Moreover, 46,137 units were full electric. So, the traditional automaker has clearly shifted to EVs.\nApart from vehicles, BYD derives roughly 40% of its revenue from mobile handset components, and roughly 8% from rechargeable batteries and solar products. But the company is witnessing a strong growth in the EV segment, which could form an increasingly higher portion of the company's revenue mix.\nBYD stock is trading at a price-to-sales ratio of around 3.6. With a long history of operations and a better price-to-sales multiple than many EV stocks in the market, value-focused investors will find BYD stock attractive.\nNio, Li Auto, and Xpeng\nThe three Chinese EV makers -- Nio (NYSE:NIO), Li Auto (NASDAQ:LI), and Xpeng (NYSE:XPEV) -- have some things in common. All three are new, pure-play EV companies. All three started at nearly the same time -- in 2014 and 2015. The three companies are primarily targeting the passenger car and SUV market and can potentially give Tesla stiff competition in China, and elsewhere.\n\nNIO Revenue (Quarterly) data by YCharts\nAs the above graph shows, Nio generates the highest revenue among the three, but Li Auto and Xpeng have been growing revenue at a higher rate than Nio lately. Even so, all three companies are growing their revenue at impressive quarterly year-over-year growth rates of more than 100%.\nThe three companies face stiff competition from established players, including Tesla, General Motors, and BYD, as well as several other players in the EV space. But all three companies look promising, have already sold several thousand vehicles, and are growing sales rapidly.\nAll in all, Nio, Xpeng, and Li Auto offer a more explicit way to invest in China's EV market. However, investors must consider their appetite for the risks of investing in international stocks before starting a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608592022,"gmtCreate":1638755770272,"gmtModify":1638755770272,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Jialat [Sad]&nbsp;","listText":"Jialat [Sad]&nbsp;","text":"Jialat [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608592022","repostId":"1142023133","repostType":4,"repost":{"id":"1142023133","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":1638753997,"share":"https://www.laohu8.com/m/news/1142023133?lang=&edition=full","pubTime":"2021-12-06 09:26","market":"us","language":"en","title":"SoftBank Slumps 9% Monday After Week of Bad Portfolio News","url":"https://stock-news.laohu8.com/highlight/detail?id=1142023133","media":"Reuters","summary":"SoftBank Group Corp. extended a six-day slump with another drop of as much as 9% in Tokyo Monday as ","content":"<p>SoftBank Group Corp.&nbsp;extended a six-day slump with another drop of as much as 9% in Tokyo Monday as key companies in its portfolio delivered further bad news.</p>\n<p>Chinese ride-hailing giant Didi Global Inc. began preparations to&nbsp;withdraw&nbsp;from U.S. stock exchanges on Thursday, shortly after the U.S. Federal Trade Commission&nbsp;sued to blockSoftBank’s sale of Arm Ltd. to&nbsp;Nvidia Corp.SoftBank founder Masayoshi Son has made significant investments in both firms and is relying on completing the Arm transaction to secure a big windfall for his investment group, valuing the sale at 9 trillion yen ($80 billion) at his most recent conference call to discuss earnings.</p>\n<p>SoftBank shares fell as low as 5,057 yen, its biggest intraday drop since March 2020. The stock is off more than 35% this year, on track for its worst annual decline since 2006.</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>SoftBank Slumps 9% Monday After Week of Bad Portfolio News</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\">\nSoftBank Slumps 9% Monday After Week of Bad Portfolio News\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\">2021-12-06 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SoftBank Group Corp.&nbsp;extended a six-day slump with another drop of as much as 9% in Tokyo Monday as key companies in its portfolio delivered further bad news.</p>\n<p>Chinese ride-hailing giant Didi Global Inc. began preparations to&nbsp;withdraw&nbsp;from U.S. stock exchanges on Thursday, shortly after the U.S. Federal Trade Commission&nbsp;sued to blockSoftBank’s sale of Arm Ltd. to&nbsp;Nvidia Corp.SoftBank founder Masayoshi Son has made significant investments in both firms and is relying on completing the Arm transaction to secure a big windfall for his investment group, valuing the sale at 9 trillion yen ($80 billion) at his most recent conference call to discuss earnings.</p>\n<p>SoftBank shares fell as low as 5,057 yen, its biggest intraday drop since March 2020. The stock is off more than 35% this year, on track for its worst annual decline since 2006.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFTBY":"软银集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142023133","content_text":"SoftBank Group Corp. extended a six-day slump with another drop of as much as 9% in Tokyo Monday as key companies in its portfolio delivered further bad news.\nChinese ride-hailing giant Didi Global Inc. began preparations to withdraw from U.S. stock exchanges on Thursday, shortly after the U.S. Federal Trade Commission sued to blockSoftBank’s sale of Arm Ltd. to Nvidia Corp.SoftBank founder Masayoshi Son has made significant investments in both firms and is relying on completing the Arm transaction to secure a big windfall for his investment group, valuing the sale at 9 trillion yen ($80 billion) at his most recent conference call to discuss earnings.\nSoftBank shares fell as low as 5,057 yen, its biggest intraday drop since March 2020. The stock is off more than 35% this year, on track for its worst annual decline since 2006.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853011522,"gmtCreate":1634741343919,"gmtModify":1634741705997,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"Palantir go go 20x $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853011522","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691375393,"gmtCreate":1640142373545,"gmtModify":1640142373545,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agree&nbsp;","listText":"Agree&nbsp;","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691375393","repostId":"1184116002","repostType":4,"repost":{"id":"1184116002","pubTimestamp":1640140972,"share":"https://www.laohu8.com/m/news/1184116002?lang=&edition=full","pubTime":"2021-12-22 10:42","market":"us","language":"en","title":"Palantir: Buy The Dip Before Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=1184116002","media":"Seeking Alpha","summary":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental busi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.</li>\n <li>In particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.</li>\n <li>Still, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.</li>\n <li>Cash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ed9cd275848c088c2f7966c6a9b0c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>The mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.</p>\n<p>So when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.</p>\n<p>Perhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28dd4c60f2471cddc190b107c562cb57\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Throughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm&nbsp;<b>very bullish</b>&nbsp;on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.</p>\n<p>Stay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.</p>\n<p><b>Recent wins showcase how prominent Palantir is</b></p>\n<p>Before we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:</p>\n<p>Figure 1. Palantir NIH win</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db52b9f945c292c1b56f4d6b0a3ed00d\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>And, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:</p>\n<p>Figure 2. Palantir VA win</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/905489ce382c58d0ea9896420a67ce9a\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>And though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.</p>\n<p><b>The bullish thesis for Palantir, revisited</b></p>\n<p>With the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.</p>\n<p>Here's a refresher of all the key reasons why this company is a superstar:</p>\n<ul>\n <li><b>Big data is a massive discipline that can be applied in nearly limitless ways.</b>Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.</li>\n <li><b>Growth at scale.</b>Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).</li>\n <li><b>Stepping up go-to-market momentum.</b>Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.</li>\n <li><b>One foot in the public sector, one foot in private</b>. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.</li>\n <li><b>Free cash flow.</b>Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).</li>\n</ul>\n<p><b>Valuation isn't cheap, but more reasonable than in the past</b></p>\n<p>I wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.</p>\n<p>At current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting&nbsp;<b>enterprise value is $33.51 billion.</b></p>\n<p>For next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from&nbsp;Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at&nbsp;<b>16.9x EV/FY22 revenue.</b></p>\n<p>Again, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.</p>\n<p><b>Q3 results showcase tremendous fundamental traction, especially in the commercial segment</b></p>\n<p>We additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:</p>\n<p>Figure 3. Palantir Q3 results</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e606183fac49ce4616a25d86d7fac0cf\" tg-width=\"640\" tg-height=\"585\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>Palantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.</p>\n<p>The major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:</p>\n<p>Figure 4. Palantir commercial revenue trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ad4016e482cb4fc94422618c18cd3a0\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>We note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing&nbsp;<b>103% y/y pace.</b></p>\n<p>Note as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.</p>\n<p>Figure 5. Palantir customer adds</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c334545c0f1a8387eead268cc0ce5f1\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>Recall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.</p>\n<p>Equally worth noting is that Palantir's&nbsp;<b>billings</b>&nbsp;expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.</p>\n<p>Lastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash&nbsp;<b>burn</b>&nbsp;of -$53 million in the prior-year period.</p>\n<p>Figure 6. Palantir FCF trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca53d0292b7696376d644c0d6a85e707\" tg-width=\"640\" tg-height=\"313\" width=\"100%\" height=\"auto\"><span>Source: Palantir Q3 earnings deck</span></p>\n<p>Building on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.</p>\n<p><b>Key takeaways</b></p>\n<p>In my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at &gt;30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.</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>Palantir: Buy The Dip Before Year-End</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\">\nPalantir: Buy The Dip Before Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from...</p>\n\n<a href=\"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4476170-palantir-stock-buy-the-dip-before-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184116002","content_text":"Summary\n\nShares of Palantir have dropped 30% since the start of November, despite a fundamental business that continues to thrive.\nIn particular, Palantir has been successful at diversifying away from government contracts, with overall commercial revenue growth accelerating in Q3 and more than doubling in the U.S.\nStill, the government business is not slacking, with the company winning recent contracts with the Air Force, Department of Health and Human Services, and National Institutes of Health.\nCash flow is also trending ahead of plan, driving the company to boost its full-year cash flow guidance by $100 million.\n\nAndreas Rentz/Getty Images Entertainment\nThe mantra of \"thinking and investing for the long term\" is a well-touted investment principle, yet rarely ever put into practice. It's also a rule that is most commonly broken in the tech sector, where investors choose their stocks primarily based on momentum and rarely based on fundamentals and value.\nSo when the great growth correction of 2021 happened in the fourth quarter this year, while many stocks certainly deserved a small correction and a breather in valuations, many high-quality names got knocked down multiple pegs far more than their fundamentals justify. In this bucket is Palantir (PLTR), the big data analytics powerhouse which has seen a tremendous correction in its share price despite a business that has never looked healthier.\nPerhaps alone among high-profile software IPOs, Palantir has had a very rocky trading journey since going public last October. Palantir took a while to get off the ground, as investors worried early on that the lack of an insider lockup period would pressure Palantir's ability to rally. The stock did end up rallying and peaked near $40 in mid-February, before proceeding to trade in a very jagged and choppy fashion throughout the rest of the year, including a ~30% decline since November alongside other tech growth stocks.\nData by YCharts\nThroughout this tumultuous time period, I've happily held onto my Palantir stock, and this company is one of the rare exceptions where I'm very bullish on a stock that is technically trading at quite expensive valuation multiples (though, with the sharp correction from February peaks, Palantir isn't trading at the egregiously expensive multiples it was trading at earlier). I continue to view Palantir as a tech mega-cap in the making, one with a powerhouse software platform that is broadly applicable across industries, and across both the public and private sectors. Currently dominant primarily in the United States, Palantir also has broadly untested expansion opportunities abroad, where innovation in big data and machine learning technologies has not quite yet matured.\nStay long here, and add to your positions in Palantir at its new lower price before year-end: in my view, Palantir is well-equipped to outperform the market indices for years to come.\nRecent wins showcase how prominent Palantir is\nBefore we get into more granular details and fundamentals, it's worthwhile to illustrate that Palantir has been busy from a go-to-market perspective. The company is always on the heels of some large, transformational deal, and the current situation is no different. In particular, the company has just recently signed a multi-year $60 million deal with the National Institutes of Health:\nFigure 1. Palantir NIH win\nSource: Palantir Q3 earnings deck\nAnd, building off the strength that Palantir has historically enjoyed with the U.S. armed forces, the company also signed a four-year $87 million deal with the Department of Veterans Affairs:\nFigure 2. Palantir VA win\nSource: Palantir Q3 earnings deck\nAnd though the large deals that Palantir showcase are typically public-sector deals, the company's commercial/enterprise sales have recently picked up steam as well, which we'll discuss in further detail in this article.\nThe bullish thesis for Palantir, revisited\nWith the recent pessimism in Palantir stock over the past two months, it can be easy for investors to forget the longer-term bullish thesis and fundamental merits that this company possesses in abundance.\nHere's a refresher of all the key reasons why this company is a superstar:\n\nBig data is a massive discipline that can be applied in nearly limitless ways.Palantir isn't a software company that serves only one or a limited set of use cases. Data and inferences that can be made from data are prevalent in just about everything: which explains why Palantir is such a powerful tool for both public and private sector clients.\nGrowth at scale.Despite being at a ~$2 billion annual revenue scale, Palantir continues to deliver 30-40% y/y revenue growth, and its long-term outlook calls for the company to be able to sustain growth rates in excess of 30% y/y through at least 2025. Few companies are able to achieve this kind of growth at scale, and it's a testament to the wide applicability of Palantir's products and the humongous clientele it has drawn (in particular, the U.S. Army).\nStepping up go-to-market momentum.Palantir is chasing growth across a wide variety of channels. The company has stepped up its sales hiring this year, a nod at the broad market opportunity it has and the need for more territory coverage. Palantir also has deepened relationships with ISVs (integrated service vendors) that can resell Palantir's products without its involvement and offer additional coverage that Palantir's direct sales force can't handle.\nOne foot in the public sector, one foot in private. Palantir made its name on being a large federal government contractor, but its products are just as compelling to an enterprise segment that is growing ever more obsessed with the value of big data. Most software companies start off as primarily dealing with enterprise buyers, and then hopefully getting FedRAMP certification to sell into public sector clients later. Palantir did the reverse: but now, its momentum with Fortune 100 companies is continuing to grow, and customer adds are continuing to trend at an impressive pace.\nFree cash flow.Though not yet profitable from a GAAP standpoint, Palantir continues to exceed internal expectations for free cash flow, which means the business is self-financing (a departure from. many other rapid-growth software companies that continue to need to raise capital to finance their losses).\n\nValuation isn't cheap, but more reasonable than in the past\nI wouldn't go so far as to say that Palantir's recent correction has left the stock at cheap levels - but for the caliber of this company's brand, plus its consistent combination of hyper-growth at scale while building up profitability and margins, I view its current valuation as quite reasonable.\nAt current share prices near $18, Palantir trades at a market cap of $35.99 billion. After netting off the $2.48 billion cash pile on its books (another reason to be bullish on Palantir: it has a load of cash and is unencumbered by debt), its resulting enterprise value is $33.51 billion.\nFor next fiscal year FY22, meanwhile, Wall Street analysts are expecting Palantir to deliver $1.98 billion in revenue, representing 30% y/y revenue growth (data from Yahoo Finance). Considering the company has committed to 30%+ annual revenue growth throughout 2022 (and this is a company that has routinely delivered well ahead of its promises), I'd say this outlook is a little dim. Yet regardless of that, at this revenue estimate Palantir trades at 16.9x EV/FY22 revenue.\nAgain, we can hardly call this cheap, and in the face of rising interest rates, certainly Palantir's prior valuation multiples in the high-20s were unsustainable. But given this company's rapid growth trajectory, I'd say the ~$18 price level still represents a great entry point for the longer-term investor.\nQ3 results showcase tremendous fundamental traction, especially in the commercial segment\nWe additionally note that Palantir's end-of-year correction has been accompanied by a continuation of its strong fundamentals. Take a look at the Q3 earnings results below:\nFigure 3. Palantir Q3 results\nSource: Palantir Q3 earnings deck\nPalantir's revenue grew at a robust 35% y/y pace to $392.1 million in the quarter, beating Wall Street's expectations of $386.6 million (+33% y/y) by a two-point margin. We note that revenue growth did decelerate versus 49% y/y growth in Q2, but that's largely due to an easier comp versus the pandemic period in Q2 of last year.\nThe major highlight in Q3 was Palantir's success in driving enterprise go-to-market. The company reported commercial revenue growth of 37% y/y in Q3 - which, despite tougher comps, represented substantial acceleration over the prior few quarters:\nFigure 4. Palantir commercial revenue trends\nSource: Palantir Q3 earnings deck\nWe note as well that when counting U.S. commercial revenue only, Palantir grew domestic enterprise revenue at a blazing 103% y/y pace.\nNote as well that as of the moment, Palantir remains a relatively early-stage enterprise software vendor with relatively few, but large customers. Q3 saw the biggest customer expansion in Palantir's history. The company added 34 net-new customers in Q3 to end the quarter at 203 total customers, which is a significant 20% expansion in the company's customer base in the space of a single quarter. Year over year, the company also boosted its commercial customer counts by 46%.\nFigure 5. Palantir customer adds\nSource: Palantir Q3 earnings deck\nRecall as well that for its enterprise customers, Palantir adopts a \"land and expand\" playbook that many SaaS companies adhere to. These customers may start off as smaller deployments that grow substantially over time.\nEqually worth noting is that Palantir's billings expanded 56% y/y to $347 million. The surplus of Palantir's billings growth rates over its revenue growth, plus the sharp buildup in its remaining performance obligations, give us confidence that the company will be able to make good on its promise of sustaining 30%+ revenue growth for years to come.\nLastly, a word on profitability. Palantir's customer growth, and at a positive contribution margin as well, has driven the company to dramatically boost its adjusted free cash flow. In Q3, adjusted FCF hit $119 million, or a ~30% adjusted FCF margin - versus cash burn of -$53 million in the prior-year period.\nFigure 6. Palantir FCF trends\nSource: Palantir Q3 earnings deck\nBuilding on the strength in cash flow that the company has seen all year, Palantir management also increased its annual FCF guidance for FY21 to $400+ million, versus a prior outlook of just $300+ million. These moves, in my view, solidify to investors in a very risk-off market mindset that Palantir isn't just growing robustly, but also keeping profitability balance in mind.\nKey takeaways\nIn my view, Palantir retains a very long runway for success. The company's undisputed category leadership in big data and analytics continues to prove out new use cases for both public and private-sector teams, and the fact that Palantir can continue to grow at >30% y/y despite hitting an expected ~$2 billion annual revenue run rate next year further solidifies that Palantir is a unique and rare story in the software sector. Take advantage of the ~30% correction since November to build up a well-timed position in this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853019425,"gmtCreate":1634741252083,"gmtModify":1634764484613,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>https://youtu.be/phmJhHhNOUs","listText":"Palantir go go 20x&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>https://youtu.be/phmJhHhNOUs","text":"Palantir go go 20x $Palantir Technologies Inc.(PLTR)$https://youtu.be/phmJhHhNOUs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853019425","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604472589,"gmtCreate":1639442694340,"gmtModify":1639442694340,"author":{"id":"4094121442063350","authorId":"4094121442063350","name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Really? 🤭","listText":"Really? 🤭","text":"Really? 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604472589","repostId":"605671068","repostType":1,"repost":{"id":605671068,"gmtCreate":1639171814657,"gmtModify":1639399083316,"author":{"id":"3584017296125380","authorId":"3584017296125380","name":"小猪熊发财","avatar":"https://static.tigerbbs.com/2085609b68b3b2add8ebe5b9ec128a96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"台积电不值得投资","htmlText":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","listText":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","text":"两个月，苹果涨了30%，半导体指数涨了33%，纳斯达克涨了14%。台积电？涨了8%。再看今年，半导体指数+45%，纳斯达克+30%，台积电还是+8%，你可以用很多维度说公司是好公司，但是作为股东，这只股票太烂了。 市场对台积电没兴趣，作为美股第八大市值没成交量，PE30看来也是不打算继续往上给了。公司没有想象力，干的还是做一个卖一个的买卖，日本和美国的厂房花很多CapEx，没个几年搭好以前也不可能price-in高增长，未来更极致的制程规模效应也越差，是个金字塔效应。政策上半个中概股，波动还小期权卖不出价格。股价上必须要跟台股，台股一潭死水上不去美股也不可能自己涨。综合下来，现在才意识到这是多烂的一只股票。再上125就止盈走人，妥妥的选了个loser。 买了台积电以后发现，不跟涨的股票不可怕，可怕的是市场涨台积电跌，市场跌台积电跌两倍。 同样一笔钱，买台积电求稳不如指数SOXX/QQQ，求利润不如英伟达AMD，求IV卖期权也没有。选了台积电，必须承认是一次失败的交易。 125清仓以后不会碰台积电，也不会碰和中国相关的股票","images":[{"img":"https://static.tigerbbs.com/624e09b49a7e7a213e055d59c807f75f","width":"1242","height":"570"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605671068","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}