Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought_老虎社区_美港股上老虎

Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought

Motley Fool2021-11-15

Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

289

MIe
·2021-11-16
Facebook for metaverse potential earnings#
回复
4
举报
收起
- Roykhor77:
  Nice
  2021-11-16
  回复
  举报
pcweeeee
·2021-11-15
Pltr!
回复
2
举报
HermanL
·2021-11-15
Nice
回复
3
举报
beanbun
·2021-11-15
nice
回复
3
举报
Skyfishhh
·2021-11-15
About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.
回复
3
举报
Skyfishhh
·2021-11-15
About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.
回复
2
举报
chewalez
·2021-11-15
Way to go Meta
回复
2
举报
Tanyl
·2021-11-15
Meta (FB) is a very good share
回复
4
举报
koolgal
·2021-11-15
Cathie Wood is an astute fund manager and her aim is to buy low and sell high but on a big scale! Obviously she thinks it is a good time to buy META aka Facebook, Palantir & Twilio as she has the foresight to know these are good buys now! And she is probably right on the dollar!
回复
33
举报
收起
- koolgal回复JQJQJQ:
  Thanks
  2021-11-17
  回复
  举报
- JQJQJQ回复koolgal:
  very wise of you! 🥰😘
  2021-11-16
  回复
  举报
- koolgal:
  Thanks
  2021-11-16
  回复
  举报
查看更多 2 条评论
JarenSin
·2021-11-15
Palentir and Meta are good opportunities to enter now!
回复
4
举报
收起
- Ichua:
  Yes
  2021-11-15
  回复
  举报
ALAL
·2021-11-15
Wow
回复
3
举报
zhen130
·2021-11-15
Pls like
回复
6
举报
收起
- JeremyKok:
  hi. please like and comment back. thank you.
  2021-11-17
  回复
  举报
LoneSurvivor
·2021-11-15
Mummy Woods is the Hedgies Queen btw, no wonder whatever she does, all the minions follows [LOL]
回复
7
举报
TrillionDM
·2021-11-15
Follow
回复
4
举报
Munyee
·2021-11-15
Wownpls like
回复
6
举报
收起
- JeremyKok:
  hi. please like and comment back. thank you.
  2021-11-17
  回复
  举报
- zhen130:
  Done
  2021-11-15
  回复
  举报
- WalkerWoon:
  Like me too
  2021-11-15
  回复
  举报
james_l
·2021-11-15
Interesting.
回复
2
举报
Eaglewings
·2021-11-15
Meta is real.
回复
3
举报
收起
- JarenSin:
  that's right
  2021-11-15
  回复
  举报
ahswee
·2021-11-15
$Palantir Technologies Inc.(PLTR)$🚀🌙
回复
7
举报
收起
- pcweeeee:
  Like
  2021-11-15
  回复
  举报
- drandy:
  Cathie Wood continues to add PLTR stocks to her innovative etf. This has to mean that the price shd go up right? Come one, let's go man!
  2021-11-15
  回复
  举报
SunHao
·2021-11-15
Active invesrment is better than passive investment. You may plan to fight with Mr Market ahead
回复
3
举报
HBONG
·2021-11-15
pls like, thks
回复
4
举报
收起
- HBONG:
  ok
  2021-11-17
  回复
  举报
- JeremyKok:
  hi. please like and comment back. thank you.
  2021-11-17
  回复
  举报
- Dazhu:
  done
  2021-11-15
  回复
  举报
查看更多 1 条评论

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2183046479?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-11-15 15:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2183046479","market":"us","top_or_hot":-1,"title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","media":"Motley Fool","content":"<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">网页链接</a>\n\n</div>\n","source":"fool_stock","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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PLTR","symbol_name":"Palantir Technologies Inc.","start_time":0,"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","article_id":"2183046479","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","pubTimestamp":1636962804,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"A trio of stocks you might consider adding to your portfolio.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"PLTR":"Palantir Technologies Inc.","TWLO":"Twilio Inc"},"translate_title":"凯西·伍德去垃圾箱跳水：她刚刚买了3只股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FB":0.9,"PLTR":0.9,"TWLO":0.9},"content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":871069529,"gmtCreate":1636998378645,"gmtModify":1636998378803,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Facebook for metaverse potential earnings#","listText":"Facebook for metaverse potential earnings#","text":"Facebook for metaverse potential earnings#","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871069529","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6590679,"gmtCreate":1637014235043,"gmtModify":1637014235145,"authorId":3577415925422402,"author":{"id":3577415925422402,"authorId":3577415925422402,"name":"Roykhor77","avatar":"https://static.tigerbbs.com/dceebb2c02d2b0c1df8a4c7c7ebba8d9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":871069529,"type":1,"supId":0,"prevId":0,"content":"Nice","text":"Nice","html":"Nice"}],"langContent":"CN"},{"id":873744125,"gmtCreate":1636989574582,"gmtModify":1636989574582,"author":{"id":"3572250120028861","authorId":"3572250120028861","name":"pcweeeee","avatar":"https://static.tigerbbs.com/c682efd1dbd41eeba6935e6bd619ed30","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Pltr!&nbsp;","listText":"Pltr!&nbsp;","text":"Pltr!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873744125","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873753362,"gmtCreate":1636988600084,"gmtModify":1636988600211,"author":{"id":"3579133665869042","authorId":"3579133665869042","name":"HermanL","avatar":"https://static.tigerbbs.com/911af94955b2a045a3e286f6be961631","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873753362","repostId":2183046479,"repostType":2,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873707971,"gmtCreate":1636984341559,"gmtModify":1636984341559,"author":{"id":"4094793078288150","authorId":"4094793078288150","name":"beanbun","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873707971","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873709843,"gmtCreate":1636983416552,"gmtModify":1636985402711,"author":{"id":"3569705933447140","authorId":"3569705933447140","name":"Skyfishhh","avatar":"https://static.tigerbbs.com/8005f30051fdf5124fa76cc65e36fc66","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.","listText":"About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.","text":"About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873709843","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873709096,"gmtCreate":1636983401651,"gmtModify":1636985395309,"author":{"id":"3569705933447140","authorId":"3569705933447140","name":"Skyfishhh","avatar":"https://static.tigerbbs.com/8005f30051fdf5124fa76cc65e36fc66","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.","listText":"About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.","text":"About a week back (5th Nov) MBH Corporation PLC successfully completed an acquisition of Approved Air Ltd in the UK as part of it's extensive acquisition drive. Since then we have seen a steady rise in MBH stock prices. Subject to regulatory approval, Approved Air will be part of MBH's Engineering vertical business line. We could see another rise in stock prices if regulatory approval is obtained or if other acquisitions are successful. Perhaps keeping a look out on MBH related news would be good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873709096","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873474870,"gmtCreate":1636983186929,"gmtModify":1636984765651,"author":{"id":"4089796993704030","authorId":"4089796993704030","name":"chewalez","avatar":"https://static.tigerbbs.com/fa3b081e5a0e39f9cb9420a1d6da6626","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Way to go Meta","listText":"Way to go Meta","text":"Way to go Meta","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873474870","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873478000,"gmtCreate":1636982566688,"gmtModify":1636982802699,"author":{"id":"4087109808120260","authorId":"4087109808120260","name":"Tanyl","avatar":"https://static.tigerbbs.com/174329973340cf0f5b68791ee5b08afd","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"Meta (FB) is a very good share","listText":"Meta (FB) is a very good share","text":"Meta (FB) is a very good share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873478000","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873440757,"gmtCreate":1636980945687,"gmtModify":1637010930502,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Cathie Wood is an astute fund manager and her aim is to buy low and sell high but on a big scale!&nbsp; Obviously she thinks it is a good time to&nbsp;buy META aka Facebook, Palantir &amp; Twilio&nbsp;as she has the foresight to know these are good&nbsp;buys now! And she is probably right on the dollar!&nbsp;","listText":"Cathie Wood is an astute fund manager and her aim is to buy low and sell high but on a big scale!&nbsp; Obviously she thinks it is a good time to&nbsp;buy META aka Facebook, Palantir &amp; Twilio&nbsp;as she has the foresight to know these are good&nbsp;buys now! And she is probably right on the dollar!&nbsp;","text":"Cathie Wood is an astute fund manager and her aim is to buy low and sell high but on a big scale! Obviously she thinks it is a good time to buy META aka Facebook, Palantir & Twilio as she has the foresight to know these are good buys now! And she is probably right on the dollar!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":33,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/873440757","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6609928,"gmtCreate":1637116727301,"gmtModify":1637116727301,"authorId":3559581955535845,"author":{"id":3559581955535845,"authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3581929836617050,"repliedAuthor":{"id":3581929836617050,"authorId":3581929836617050,"name":"JQJQJQ","avatar":"https://static.tigerbbs.com/21a46dd19410fe11f08648172f2a985d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":873440757,"type":1,"supId":6594099,"prevId":6600850,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":6600850,"gmtCreate":1637066082058,"gmtModify":1637066082058,"authorId":3581929836617050,"author":{"id":3581929836617050,"authorId":3581929836617050,"name":"JQJQJQ","avatar":"https://static.tigerbbs.com/21a46dd19410fe11f08648172f2a985d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3559581955535845,"repliedAuthor":{"id":3559581955535845,"authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":873440757,"type":1,"supId":6594099,"prevId":6594509,"content":"very wise of you! 🥰😘","text":"very wise of you! 🥰😘","html":"very wise of you! 🥰😘"},{"id":6595285,"gmtCreate":1637027720292,"gmtModify":1637027720292,"authorId":3559581955535845,"author":{"id":3559581955535845,"authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873440757,"type":1,"supId":6594660,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":6594660,"gmtCreate":1637025726963,"gmtModify":1637025726998,"authorId":4094524237193380,"author":{"id":4094524237193380,"authorId":4094524237193380,"name":"Serenearies","avatar":"https://static.tigerbbs.com/8a330760ecef922ccfcc9b96911ee6fd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873440757,"type":1,"supId":0,"prevId":0,"content":"👍🏻","text":"👍🏻","html":"👍🏻"},{"id":6594635,"gmtCreate":1637025622014,"gmtModify":1637025622014,"authorId":3559581955535845,"author":{"id":3559581955535845,"authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873440757,"type":1,"supId":6591642,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"}],"langContent":"CN"},{"id":873454609,"gmtCreate":1636980786499,"gmtModify":1636980786886,"author":{"id":"3574228744527117","authorId":"3574228744527117","name":"JarenSin","avatar":"https://static.tigerbbs.com/34e62412266232d31a80955037ebc419","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Palentir and Meta are good opportunities to enter now!","listText":"Palentir and Meta are good opportunities to enter now!","text":"Palentir and Meta are good opportunities to enter now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873454609","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6586901,"gmtCreate":1636981708105,"gmtModify":1636981708139,"authorId":3554848762875033,"author":{"id":3554848762875033,"authorId":3554848762875033,"name":"Ichua","avatar":"https://static.tigerbbs.com/175ebc8e659de3f491645e9236066d54","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873454609,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"CN"},{"id":873455907,"gmtCreate":1636980644216,"gmtModify":1636980644330,"author":{"id":"3573967796529092","authorId":"3573967796529092","name":"ALAL","avatar":"https://static.tigerbbs.com/875b16da8a8772902d1aaf69f6c0d98a","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873455907","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873453860,"gmtCreate":1636980200067,"gmtModify":1636980200294,"author":{"id":"3570360623104656","authorId":"3570360623104656","name":"zhen130","avatar":"https://static.tigerbbs.com/553509e2e649eaf0d39f267a7e6de1a1","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873453860","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6606199,"gmtCreate":1637105725351,"gmtModify":1637105725450,"authorId":3567307840510045,"author":{"id":3567307840510045,"authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873453860,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."}],"langContent":"CN"},{"id":873422145,"gmtCreate":1636979627518,"gmtModify":1636979627962,"author":{"id":"3579266597292844","authorId":"3579266597292844","name":"LoneSurvivor","avatar":"https://static.tigerbbs.com/a82eb7b56f99eff92f30a4ece3e5c96c","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Mummy Woods is the Hedgies Queen btw, no wonder whatever she does, all the minions follows [LOL]&nbsp;","listText":"Mummy Woods is the Hedgies Queen btw, no wonder whatever she does, all the minions follows [LOL]&nbsp;","text":"Mummy Woods is the Hedgies Queen btw, no wonder whatever she does, all the minions follows [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873422145","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873420190,"gmtCreate":1636978867305,"gmtModify":1636978867410,"author":{"id":"4088055457160620","authorId":"4088055457160620","name":"TrillionDM","avatar":"https://static.tigerbbs.com/2776ee51111cd85a7a6701f67bed0796","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Follow","listText":"Follow","text":"Follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873420190","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873465739,"gmtCreate":1636978595479,"gmtModify":1636978595738,"author":{"id":"3558844979590457","authorId":"3558844979590457","name":"Munyee","avatar":"https://static.tigerbbs.com/72cf2bae09236d965026b0af0d11527d","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Wownpls like","listText":"Wownpls like","text":"Wownpls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/873465739","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6606207,"gmtCreate":1637105735900,"gmtModify":1637105736000,"authorId":3567307840510045,"author":{"id":3567307840510045,"authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873465739,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."},{"id":6586637,"gmtCreate":1636980224539,"gmtModify":1636980224643,"authorId":3570360623104656,"author":{"id":3570360623104656,"authorId":3570360623104656,"name":"zhen130","avatar":"https://static.tigerbbs.com/553509e2e649eaf0d39f267a7e6de1a1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873465739,"type":1,"supId":6586382,"prevId":0,"content":"<u>Done</u>","text":"<u>Done</u>","html":"<u>Done</u>"},{"id":6586382,"gmtCreate":1636978796128,"gmtModify":1636978796221,"authorId":3567211702241491,"author":{"id":3567211702241491,"authorId":3567211702241491,"name":"WalkerWoon","avatar":"https://static.tigerbbs.com/a772c81a4c88b39f7cdec13c1c0af077","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873465739,"type":1,"supId":0,"prevId":0,"content":"Like me too","text":"Like me too","html":"Like me too"}],"langContent":"CN"},{"id":873465473,"gmtCreate":1636978576949,"gmtModify":1636978577322,"author":{"id":"3563436875655076","authorId":"3563436875655076","name":"james_l","avatar":"https://static.tigerbbs.com/7960ea5c640db331ff2de0da32f6a611","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Interesting.&nbsp;","listText":"Interesting.&nbsp;","text":"Interesting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873465473","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873465592,"gmtCreate":1636978545956,"gmtModify":1636978546070,"author":{"id":"3574484198588936","authorId":"3574484198588936","name":"Eaglewings","avatar":"https://static.tigerbbs.com/532f4e45cb093f21d9a38905184a4bb9","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Meta is real.&nbsp;","listText":"Meta is real.&nbsp;","text":"Meta is real.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873465592","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6586729,"gmtCreate":1636980803844,"gmtModify":1636980803942,"authorId":3574228744527117,"author":{"id":3574228744527117,"authorId":3574228744527117,"name":"JarenSin","avatar":"https://static.tigerbbs.com/34e62412266232d31a80955037ebc419","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873465592,"type":1,"supId":0,"prevId":0,"content":"that's <u>right</u>","text":"that's <u>right</u>","html":"that's <u>right</u>"}],"langContent":"CN"},{"id":873462866,"gmtCreate":1636978322563,"gmtModify":1636978323102,"author":{"id":"3569301571685332","authorId":"3569301571685332","name":"ahswee","avatar":"https://static.tigerbbs.com/9df9d1562760402e99c23de8c7a82773","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀🌙","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀🌙","text":"$Palantir Technologies Inc.(PLTR)$🚀🌙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873462866","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6588832,"gmtCreate":1636989677611,"gmtModify":1636989677666,"authorId":3572250120028861,"author":{"id":3572250120028861,"authorId":3572250120028861,"name":"pcweeeee","avatar":"https://static.tigerbbs.com/c682efd1dbd41eeba6935e6bd619ed30","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873462866,"type":1,"supId":0,"prevId":0,"content":"Like","text":"Like","html":"Like"},{"id":6586681,"gmtCreate":1636980589257,"gmtModify":1636980589364,"authorId":4095290035440230,"author":{"id":4095290035440230,"authorId":4095290035440230,"name":"drandy","avatar":"https://static.tigerbbs.com/9c3b0d3ef013fc8f24f03b7e33f60e76","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873462866,"type":1,"supId":0,"prevId":0,"content":"Cathie Wood continues to add PLTR stocks to her innovative etf. This has to mean that the price shd go up right? Come one, let's go man!","text":"Cathie Wood continues to add PLTR stocks to her innovative etf. This has to mean that the price shd go up right? Come one, let's go man!","html":"Cathie Wood continues to add PLTR stocks to her innovative etf. This has to mean that the price shd go up right? Come one, let's go man!"}],"langContent":"CN"},{"id":873484857,"gmtCreate":1636977061839,"gmtModify":1636977237042,"author":{"id":"3583127455388557","authorId":"3583127455388557","name":"SunHao","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Active invesrment is better than passive investment. You may plan to fight with Mr Market ahead","listText":"Active invesrment is better than passive investment. You may plan to fight with Mr Market ahead","text":"Active invesrment is better than passive investment. You may plan to fight with Mr Market ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873484857","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":873485169,"gmtCreate":1636976892786,"gmtModify":1636976893097,"author":{"id":"3582855207960072","authorId":"3582855207960072","name":"HBONG","avatar":"https://static.tigerbbs.com/a0b6ef216c7f159c6548906cb1930a1c","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"pls like, thks","listText":"pls like, thks","text":"pls like, thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/873485169","repostId":2183046479,"repostType":4,"repost":{"id":"2183046479","pubTimestamp":1636962804,"share":"https://www.laohu8.com/m/news/2183046479?lang=&edition=full","pubTime":"2021-11-15 15:53","market":"us","language":"en","title":"Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2183046479","media":"Motley Fool","summary":"A trio of stocks you might consider adding to your portfolio.","content":"<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the <b>ARK Innovation Fund </b>(NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the <b>S&amp;P 500</b> with a five-year return of 39% annually (as of Sept. 30).&nbsp;Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.</p>\n<p>Since she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.</p>\n<p>They came up with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> </b>(NASDAQ:FB), <b>Palantir</b> (NYSE:PLTR), and <b>Twilio</b> (NYSE:TWLO).</p>\n<h2>Meta Platforms: The company formerly known as Facebook</h2>\n<p><b>Danny Vena (Meta Platforms): </b>The <b><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a></b> has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.</p>\n<p>Over the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.</p>\n<p>Meta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency.&nbsp;Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"</p>\n<p>Additionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.</p>\n<p>Given Wood's early adoption and bullish track record regarding <b>Bitcoin</b>, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.</p>\n<p>Let's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.</p>\n<p>That many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by <b>Apple</b>, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.</p>\n<p>Even as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"</p>\n<p>Meta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.</p>\n<p>It also doesn't hurt that the stock is on sale at a 15% discount to recent highs.</p>\n<h2>Palantir: Wood continues adding shares to this insight seeker</h2>\n<p><b>Will Healy</b> <b>(Palantir): </b>Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.</p>\n<p>Moreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.</p>\n<p>Seeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the <b>ARK Industrial Innovation ETF</b>. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.</p>\n<p>Palantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.</p>\n<p>Nonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.</p>\n<p>Additionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&amp;P 500 stock, which sells at just over three times sales.</p>\n<p>With its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.</p>\n<h2>Twilio: Expanding its mission</h2>\n<p><b>Brian Withers (Twilio): </b>Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.</p>\n<p>First, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metrics</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q2 2021</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>Change (QOQ)</p></th>\n   <th><p>Change (YOY)</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$448 million</p></td>\n   <td><p>$669 million</p></td>\n   <td><p>$740 million</p></td>\n   <td><p>11%</p></td>\n   <td><p>65%</p></td>\n  </tr>\n  <tr>\n   <td><p>Organic revenue</p></td>\n   <td><p>$438 million</p></td>\n   <td><p>$590 million</p></td>\n   <td><p>$606 million</p></td>\n   <td><p>3%</p></td>\n   <td><p>38%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating income (loss)</p></td>\n   <td><p>($112 million)</p></td>\n   <td><p>($227 million)</p></td>\n   <td><p>($232 million)</p></td>\n   <td><p>n/a</p></td>\n   <td><p>n/a</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>But one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.</p>\n<p>Lastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.</p>\n<p>With the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.</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>Cathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought</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\">\nCathie Wood Goes Dumpster Diving: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/\">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.","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/14/cathie-wood-goes-dumpster-diving-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183046479","content_text":"Cathie Wood runs one(AONE.U) of the most popular tech stock funds, the ARK Innovation Fund (NYSEMKT:ARKK), with more than $19 billion under management. This fund is not only popular, but it is also soundly beating the S&P 500 with a five-year return of 39% annually (as of Sept. 30). Cathie Wood runs this fund and seven other tech-focused funds that are popular with growth investors. One of the things that makes her a popular investor to follow is that all the buys and sells from these funds are published daily.\nSince she has a history of picking high-tech stocks at good prices, we asked three Motley Fool contributors to highlight one company that her funds have purchased recently that investors should consider adding to their portfolio.\nThey came up with Meta Platforms (NASDAQ:FB), Palantir (NYSE:PLTR), and Twilio (NYSE:TWLO).\nMeta Platforms: The company formerly known as Facebook\nDanny Vena (Meta Platforms): The ARK Fintech Innovation ETF has made some bold moves lately, no doubt spurred on by Cathie Wood's vision of the future. One of the biggest purchases over the past week is the addition of a big chunk of Meta Platforms, the company formerly known as Facebook.\nOver the past week, the fund has stockpiled more than 100,000 shares of Meta, worth more than $33 million (as of this writing). Perhaps more importantly, ARK Fintech Innovation already had a substantial stake in Meta, now equal to a roughly 3% position, and valued at nearly $103 million -- making it the fund's 11th largest position.\nMeta has been working to debut its long-awaited digital currency dubbed Diem, formerly known as Libra. The company is a founding member of the Diem Association, which underpins the upcoming cryptocurrency. Diem is a blockchain-based payment system that was designed from the ground up with payments in mind, focusing on \"consumer safety, financial stability, and combating financial crime.\"\nAdditionally, just last month, Meta launched a pilot of Novi -- its cryptocurrency wallet -- to a small number of users in the U.S. and Guatemala.\nGiven Wood's early adoption and bullish track record regarding Bitcoin, it's little wonder the rock star investor might place a similar bet on a Meta-backed cryptocurrency and digital wallet. But those fintech aspirations notwithstanding, there are plenty of other reasons to be bullish on Meta.\nLet's not forget that Facebook is one of the most recognized companies on the planet. For the third quarter, Facebook reported 1.93 billion daily active users (DAUs), up 6% year over year, and 2.91 billion monthly active users (MAUs). When you expand that to include the company's other platforms (Instagram, WhatsApp, and Messenger) that rises to 2.81 billion DAUs and 3.58 billion MAUs.\nThat many users creates a powerful network effect for the social media baron, helping Meta generate significant advertising revenue to support its moonshots. In the third quarter, revenue of $29 billion grew 35% year over year -- even as the company dealt with privacy reforms rolled out by Apple, which made it more difficult to measure the success of advertising campaigns across devices using iOS. Meta also generated more than $9.1 billion in net income and $9.5 billion in free cash flow.\nEven as the company faces regulatory challenges, Meta is preparing for the metaverse, a digital realm online where users play, work, and shop. Meta describes this as \"the next evolution of social connection ... [where] you'll be able to socialize, learn, collaborate and play in ways that go beyond what's possible today.\"\nMeta sees the metaverse as its next big growth driver, as well as a way to retain young, tech savvy users. The company has a head start in the areas of augmented reality (AR) and virtual-reality, which will likely be key components in its broader strategy.\nIt also doesn't hurt that the stock is on sale at a 15% discount to recent highs.\nPalantir: Wood continues adding shares to this insight seeker\nWill Healy (Palantir): Palantir stands out from other data companies in that it specializes in delivering insights. The company works with national security and law enforcement organizations through its Gotham software, functionality that has everyone talking about Palantir stock.\nMoreover, the company has also developed a product for the commercial space, called Foundry, which currently drives the company's fastest growth.\nSeeing the potential of these products, Wood has accumulated Palantir shares in the ARK Innovation Fund since February, buying multiple lots with only one sale in September. This has taken the total in that fund to more than 24 million shares, a 2.8% weighting. Wood has added Palantir shares less aggressively to the ARK Industrial Innovation ETF. Nonetheless, more than 1.1 million Palantir shares make up about 1% of this fund.\nPalantir reported strong numbers in its third-quarter 2021 earnings report. Third-quarter revenue of $392 million surged 36% from year-ago levels. This led to an adjusted net income of $82 million. Palantir also raised fourth-quarter guidance, and predicted the $418 million in revenue will rise 30% year over year if that number holds.\nNonetheless, the stock dropped 9% in Tuesday trading as the company forecast an adjusted operating margin of 22% for Q4. Analysts had expected 24%. Moreover, a government document indicated that U.S. Immigration and Customs Enforcement (ICE) might replace Palantir's system with a competing product, though a recent U.S. Army contract could mitigate that loss.\nAdditionally, while Wood bought just under 1 million shares between the two funds on that day, the stock fell an additional 7% on Wednesday. With that move, Palantir stock wipes out all of its 2021 gains and has fallen 4% in 2021 as of the time of this writing. Also, despite that drop, Palantir trades at a price-to-sales (P/S) ratio of 27, well above the average S&P 500 stock, which sells at just over three times sales.\nWith its data insight capabilities, Palantir's massive revenue growth should continue. However, given the high sales multiple and the stock falling on a mostly favorable earnings report, investors may not want to follow Wood's lead in the near term.\nTwilio: Expanding its mission\nBrian Withers (Twilio): Twilio announced earnings on Oct. 28, and the stock took a 17% haircut the next day. Since then, Cathie Wood's ARK funds snapped up over 415,000 shares of the stock representing about $122 million. These buys moved this customer communication platform specialist to the 12th largest holding across its funds. Let take a look at why she might be buying massive quantities of this tech company, which appears to be on sale.\nFirst, let's look at the quarterly results and why investors may have been spooked. The top line grew at a massive 65% year over year, but subtracting the contributions for the Zipwhip and Segment.io acquisitions, the year-over-year growth drops to 38%. This is a deceleration from the last four quarters of organic year-over-year growth that were between 47% and 54%. This slowdown was one reason for the stock sell-off, the other was likely the growing losses. Expenses increased faster than revenue this quarter and the company more than doubled its operating loss year over year.\n\n\n\nMetrics\nQ3 2020\nQ2 2021\nQ3 2021\nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$448 million\n$669 million\n$740 million\n11%\n65%\n\n\nOrganic revenue\n$438 million\n$590 million\n$606 million\n3%\n38%\n\n\nOperating income (loss)\n($112 million)\n($227 million)\n($232 million)\nn/a\nn/a\n\n\n\nData source: Company earnings release. QOQ = quarter over quarter. YOY = year over year.\nBut one quarter doesn't make a trend and this company's got a lot up its sleeve. It just announced its Twilio Engage platform which takes advantage of the integration of Segment.io's customer data platform and Twilio's core messaging services. This new product will enable businesses to personalize messages based on customer behaviors and will make the messages customers receive even more relevant to their needs.\nLastly, the company has updated its mission. For the last 13 years, the mission has been \"Fuel the Future of Communications.\" Today the mission is broader, focusing on its core user, the software developer. It is to \"Unlock the Imagination of Builders.\" This may not make any impact this quarter or even in the coming year. But over time, this allows the company to expand beyond just its communication products.\nWith the stock more than 30% off its high, it could be a good time to jump in and pick up some shares yourself. You probably won't be buying in the amount that the ARK funds have, but even if you just add a few shares today, in five years, it's likely you'll be very happy you did.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6611495,"gmtCreate":1637125982839,"gmtModify":1637125982867,"authorId":3582855207960072,"author":{"id":3582855207960072,"authorId":3582855207960072,"name":"HBONG","avatar":"https://static.tigerbbs.com/a0b6ef216c7f159c6548906cb1930a1c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873485169,"type":1,"supId":6606214,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":6606214,"gmtCreate":1637105747117,"gmtModify":1637105747218,"authorId":3567307840510045,"author":{"id":3567307840510045,"authorId":3567307840510045,"name":"JeremyKok","avatar":"https://static.tigerbbs.com/01b03a485f83b6b2615fad8ac9b87bf4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873485169,"type":1,"supId":0,"prevId":0,"content":"hi. please like and comment back. thank you.","text":"hi. please like and comment back. thank you.","html":"hi. please like and comment back. thank you."},{"id":6586336,"gmtCreate":1636978523636,"gmtModify":1636978523718,"authorId":3575197337244742,"author":{"id":3575197337244742,"authorId":3575197337244742,"name":"Dazhu","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873485169,"type":1,"supId":0,"prevId":0,"content":"done","text":"done","html":"done"},{"id":6586124,"gmtCreate":1636976918921,"gmtModify":1636976918957,"authorId":4093412032856690,"author":{"id":4093412032856690,"authorId":4093412032856690,"name":"YMCheah","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":873485169,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":289,"commentSize":50,"repostSize":0,"favoriteSize":13,"likeStatus":false,"favoriteStatus":false}}