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- ltroveltrove
  ·2021-06-14
  Alibaba
  非常抱歉，此主贴已删除
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- ltroveltrove
  ·2021-06-14
  Hope it continues
  S&P ekes out gains to close languid week
  NEW YORK, June 11 - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th
  S&P ekes out gains to close languid week
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- ltroveltrove
  ·2021-06-13
  To the moon
  Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million
  KEY POINTS Jeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed
  Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million
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- ltroveltrove
  ·2021-06-13
  Wow
  Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays
  GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the
  Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays
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- ltroveltrove
  ·2021-06-13
  [捂脸]
  Netflix: A Rare Misstep
  Netflix notes that it wasn't churn that's dipping its revenue growth rates, but a lackluster user acquisition in the period.Questions linger on whether or not Netflix will return to +20% growth rates. I suspect it's a temporary dip in the streaming giant's revenue growth profile.Netflix delivered a rare miss. Yet, long-term shareholders shouldn't be too disappointed with its solid Q1 2020 performance.Investors have always been focusing on Netflix's subscriber numbers, but I assert that focusing
  Netflix: A Rare Misstep
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- ltroveltrove
  ·2021-06-12
  AWS is the real winner
  非常抱歉，此主贴已删除
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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\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","PSQ":"纳指反向ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186750818,"gmtCreate":1623543870034,"gmtModify":1634032052977,"author":{"id":"3581744013148369","authorId":"3581744013148369","authorIdStr":"3581744013148369","name":"ltrove","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744013148369"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186750818","repostId":"1191179846","repostType":4,"repost":{"id":"1191179846","pubTimestamp":1623536312,"share":"https://www.laohu8.com/m/news/1191179846?lang=&edition=full","pubTime":"2021-06-13 06:18","market":"us","language":"en","title":"Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1191179846","media":"cnbc","summary":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed ","content":"<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Blue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million</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\">\nBlue Origin auctions seat on first spaceflight with Jeff Bezos for $28 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/06/12/jeff-bezos-blue-origin-auctions-spaceflight-seat-for-28-million.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1191179846","content_text":"KEY POINTS\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat Saturday on its first crewed spaceflight scheduled on July 20.\nThe winning bidder will fly to the edge of space with the Amazon founder and his brother Mark on Blue Origin’s New Shepard rocket.\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers.\n\nJeff Bezos’ space venture Blue Origin auctioned off a seat on its upcoming first crewed spaceflight on Saturday for $28 million.\nThe winning bidder,whose name wasn’t released,will fly to the edge of space with theAmazonfounder and his brother Markon Blue Origin’s New Shepard rocket scheduled to launch on July 20.The company said it will reveal the name of the auction winner in the coming weeks.\nBidding opened at $4.8 million but surpassed $20 million within the first few minutes of the auction. The auction’s proceeds will be donated to Blue Origin’s education-focused nonprofit Club for the Future, which supports kids interested in future STEM careers.\nBlue Origin director of astronaut and orbital sales Ariane Cornell said during the auction webcast that New Shepard’s first passenger flight will carry four people, including Bezos, his brother, the auction winner and a fourth person to be announced later.\nAutonomous spaceflight\nNew Shepard, a rocket that carries a capsule to an altitude of over 340,000 feet, has flown more than a dozen successful test flights without passengers, including one in April at the company’s facility in the Texas desert. It’s designed to carry up to six people and flies autonomously — without needing a pilot. The capsule has massive windows to give passengers a view of the earth below during about three minutes in zero gravity, before returning to Earth.\nBlue Origin’s system launches vertically, and both the rocket and capsule are reusable. The boosters land vertically on a concrete pad at the company’s facility in Van Horn, Texas, while the capsules land using a set of parachutes.\nBezos founded Blue Origin in 2000 and still owns the company, funding it through share sales of his Amazon stock.\nJuly 20 is notable because it also marks the 52nd anniversary of the Apollo 11 moon landing.\nBranson and Musk\nBezos and fellow billionairesElon MuskandSir Richard Bransonarein a race to get to space, but each in different ways.Bezos’ Blue Origin and Branson’sVirgin Galacticare competing to take passengers on short flights to the edge of space, a sector known as suborbital tourism, while Musk’s SpaceX is launching private passengers on further, multi-day flights, in what is known as orbital tourism.\nBoth Blue Origin and Virgin Galactic have been developing rocket-powered spacecraft, but that is where the similarities end. While Blue Origin’s New Shepard rocket launches vertically from the ground,Virgin Galactic’s SpaceShipTwo system is released mid-air and returns to Earth in a glidefor a runway landing, like an aircraft.\nVirgin Galactic’s system is also flown by two pilots, while Blue Origin’s launches without one.Branson’s company has also flown a test spaceflight with a passenger onboard, although the company has three spaceflight tests remainingbefore it begins flying commercial customers– which is planned to start in 2022.\nSpaceX launches its Crew Dragon spacecraft to orbit atop its reusable Falcon 9 rocket, havingsent 10 astronauts to the International Space Station on three missions to date.\nIn addition to the government flights, Musk’s company is planning to launch multiple private astronaut missions in the year ahead – beginning withthe all-civilian Inspiration4 missionthat is planned for September. SpaceX is also launchingat least four private missions for Axiom Space, starting early next year.\nBlue Origin’s auction may have netted $28 million, but a seat on a suborbital spacecraft is typically much less expensive. Virgin Galactic has historically sold reservations between $200,000 and $250,000 per ticket, and more recently charged the Italian Air Force about $500,000 per ticket for a training spaceflight.\nMusk’s orbital missions are more costly than the suborbital flights, with NASA paying SpaceX about $55 million per seat for spaceflights to the ISS.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186727815,"gmtCreate":1623543848937,"gmtModify":1634032054087,"author":{"id":"3581744013148369","authorId":"3581744013148369","authorIdStr":"3581744013148369","name":"ltrove","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744013148369"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186727815","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","pubTimestamp":1623537503,"share":"https://www.laohu8.com/m/news/1185020128?lang=&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186722829,"gmtCreate":1623543721761,"gmtModify":1634032056518,"author":{"id":"3581744013148369","authorId":"3581744013148369","authorIdStr":"3581744013148369","name":"ltrove","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744013148369"},"themes":[],"htmlText":"[捂脸]&nbsp;","listText":"[捂脸]&nbsp;","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186722829","repostId":"1122748494","repostType":2,"repost":{"id":"1122748494","pubTimestamp":1618997556,"share":"https://www.laohu8.com/m/news/1122748494?lang=&edition=full","pubTime":"2021-04-21 17:32","market":"us","language":"en","title":"Netflix: A Rare Misstep","url":"https://stock-news.laohu8.com/highlight/detail?id=1122748494","media":"seekingalpha","summary":"Netflix notes that it wasn't churn that's dipping its revenue growth rates, but a lackluster user acquisition in the period.Questions linger on whether or not Netflix will return to +20% growth rates. I suspect it's a temporary dip in the streaming giant's revenue growth profile.Netflix  delivered a rare miss. Yet, long-term shareholders shouldn't be too disappointed with its solid Q1 2020 performance.Investors have always been focusing on Netflix's subscriber numbers, but I assert that focusing","content":"<p><b>Summary</b></p>\n<ul>\n <li>Netflix notes that it wasn't churn that's dipping its revenue growth rates, but a lackluster user acquisition in the period.</li>\n <li>Questions linger on whether or not Netflix will return to +20% growth rates. I suspect it's a temporary dip in the streaming giant's revenue growth profile.</li>\n <li>All considered, at 8x forward sales multiple, the stock is not expensive for what's on offer, particularly given that it's now pointing towards sustainable FCF positive.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1425dfe95e4a0422036941875b4d0bbc\" tg-width=\"1536\" tg-height=\"1035\"><span>Photo by Ethan Miller/Getty Images News via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Netflix&nbsp;(NASDAQ:NFLX)&nbsp;delivered a rare miss. Yet, long-term shareholders shouldn't be too disappointed with its solid Q1 2020 performance.</p>\n<p>Investors have always been focusing on Netflix's subscriber numbers, but I assert that focusing on that<i>detail</i>misses the forest for the trees.</p>\n<p>The big story here I declare is that Netflix is expertly managed and that, right<i>now</i>, investors are being asked to pay approximately 8x forward sales for Netflix - arguably its lowest valuation for a while.</p>\n<p>The short story is,<i>there are lots of exciting drivers for Netflix, and that investors shouldn't get overly caught up in a single choppy quarter.</i></p>\n<p><b>Netflix Results: What Happened?</b></p>\n<p>Netflix's results were strong, yet the stock sold off, why? The big takeaway from the commentators was that Netflix's subscriber addition for the quarter ahead is pointing towards just 1 million.</p>\n<p>This is the lowest net addition in more than 5 years, with the recent lowest net addition of subscribers being 2.2 million during Q3 2020. However, I believe that there's more at play than initially meets the eye here and that<i>context</i>is important.</p>\n<p>Accordingly, readers should keep in mind the shaky market we've seen the past few days, with tech, in particular, being hit hard.</p>\n<p>Moreover, Netflix was perceived by investors as one of the companies that were early-to-benefit from the COVID environment, with investors amply rewarding its stock very early in the pandemic.</p>\n<p>For their part, CEO Reed Hastings and team had been very consistent in their message throughout COVID, that Netflix was pulling forward subscribers and that there would at some point be a ''pause'' in the pace of net additions.</p>\n<p>Moving on, Netflix has been consistent in its message throughout the past year, although it has acknowledged that Disney (DIS) and Amazon (AMZN) Video, as well as, other streaming platforms are a competition to Netflix, that they consider this view to be too narrow. Indeed, Netflix notes that gaming and user-generated content such as YouTube (GOOG)(GOOGL) and TikTok (BDNCE) are also sources of competition.</p>\n<p>To that end, Netflix noted that churn levels were<i>lower</i>in Q1 2021 than they were back in Q1 2020. In fact, Hastings remarks that the problem is down to a lower user acquisition profile on the back of a lack of fresh content slate - that is light due to COVID impacting its production schedule and that investors should anticipate a heavier content slate in H2 2021.</p>\n<p><b>Revenue Growth Rates are Steady</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee6487aa11635049aa497a7b17e0152a\" tg-width=\"640\" tg-height=\"298\"><span>Source: author's calculations, shareholder letter</span></p>\n<p>Netflix obviously had a terrific 2020 as you can see above, but as we look ahead to Q2 2021, we can see that its revenue growth rates are pointing towards dipping below that infamous 20% hurdle.</p>\n<p>For many investors, the drop from 30% to 20% has less of a psychological impact than the drop from mid 20s% to sub 20s%. For investors, that now squarely points towards Netflix no longer being a high growth engine, but more of a mature company.</p>\n<p>Personally, if I was a Netflix shareholder, this wouldn't be the set of results I would throw in the towel. That's the great thing about investing alongside the best management teams - they are incredibly innovative.</p>\n<p>In fact, in the shareholder letter, Hastings reminds investors that Netflix has a long history of innovating, as it migrated from a DVD-by-mail towards a streaming company, as well as, a licensor of second window content to a producer of original content.</p>\n<p>Again, that's the great aspect of investing alongside owner-operated companies, they are incredibly driven and competitive. As Hastings mentions in his&nbsp;book, there is no space for sub-delivering executives. The company is always forward-thinking and has navigated plenty of setbacks before.</p>\n<p><b>Valuation - Still More Upside Potential</b></p>\n<p>During the earnings&nbsp;call, Netflix's Spencer Neumann notes the choppiness in subscriber adds during COVID. And that COVID has delayed a substantial portion of its production titles.</p>\n<p>Furthermore, Neumann and Hastings remark that investors should continue to buy into the narrative that streaming entertainment is not only growing but that it's speeding up.</p>\n<p>As a benchmark, if you compare over a 2-year stack, Netflix's net subscriber additions grew by roughly 19% CAGR, against a historical backdrop of 20% addition in subscriber numbers.</p>\n<p>This all lends itself to the point I wish to impress upon the reader, that Netflix has a lot more going for it than being just a COVID winner.</p>\n<p>Indeed, consider this, right now, Netflix notes that not only it's expecting to be sustainably free cash flow breakeven, but it's bringing down its debt on its balance sheet and starting to repurchase its own shares. Could Netflix ever become a free cash flow story? Remarkable as it may seem, I believe it's a resounding yes.</p>\n<p>What investors need to think about is that assuming Netflix reaches approximately $30 billion of revenues in 2021, that the stock is right now priced at just 8x forward sales.</p>\n<p>This would be arguably the lowest multiple that Netflix has been priced at for a while. But what's particularly noteworthy is that expectations have become so low of Netflix.</p>\n<p><b>The Bottom Line</b></p>\n<p>I make the case that investors have become ''bored'' of investing in Netflix. Right now, the stock is being priced at just 8x forward sales, the lowest valuation Netflix's stock has seen for some time.</p>\n<p>Further, Netflix is, dare I say, starting to become a free cash flow generator and looking forward to repurchasing its own shares.</p>\n<p>There are obviously still huge overhanging questions over Netflix's amortization schedule, but if investors hang around waiting for full closure on<i>thatchapter</i>, they'll miss out on the substantial upside potential presented right now.</p>\n<p>In actuality, that's why I haven't spent any time discussing Netflix's earnings, because Netflix's free cash flow is a less contentious issue for both bulls and bears.</p>\n<p>In sum, Netflix continues to plow ahead, and long-term shareholders should be fairly content with this set of results.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix: A Rare Misstep</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\">\nNetflix: A Rare Misstep\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 17:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420197-netflix-q12021-earnings-results-rare-misstep><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNetflix notes that it wasn't churn that's dipping its revenue growth rates, but a lackluster user acquisition in the period.\nQuestions linger on whether or not Netflix will return to +20% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420197-netflix-q12021-earnings-results-rare-misstep\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/article/4420197-netflix-q12021-earnings-results-rare-misstep","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122748494","content_text":"Summary\n\nNetflix notes that it wasn't churn that's dipping its revenue growth rates, but a lackluster user acquisition in the period.\nQuestions linger on whether or not Netflix will return to +20% growth rates. I suspect it's a temporary dip in the streaming giant's revenue growth profile.\nAll considered, at 8x forward sales multiple, the stock is not expensive for what's on offer, particularly given that it's now pointing towards sustainable FCF positive.\n\nPhoto by Ethan Miller/Getty Images News via Getty Images\nInvestment Thesis\nNetflix (NASDAQ:NFLX) delivered a rare miss. Yet, long-term shareholders shouldn't be too disappointed with its solid Q1 2020 performance.\nInvestors have always been focusing on Netflix's subscriber numbers, but I assert that focusing on thatdetailmisses the forest for the trees.\nThe big story here I declare is that Netflix is expertly managed and that, rightnow, investors are being asked to pay approximately 8x forward sales for Netflix - arguably its lowest valuation for a while.\nThe short story is,there are lots of exciting drivers for Netflix, and that investors shouldn't get overly caught up in a single choppy quarter.\nNetflix Results: What Happened?\nNetflix's results were strong, yet the stock sold off, why? The big takeaway from the commentators was that Netflix's subscriber addition for the quarter ahead is pointing towards just 1 million.\nThis is the lowest net addition in more than 5 years, with the recent lowest net addition of subscribers being 2.2 million during Q3 2020. However, I believe that there's more at play than initially meets the eye here and thatcontextis important.\nAccordingly, readers should keep in mind the shaky market we've seen the past few days, with tech, in particular, being hit hard.\nMoreover, Netflix was perceived by investors as one of the companies that were early-to-benefit from the COVID environment, with investors amply rewarding its stock very early in the pandemic.\nFor their part, CEO Reed Hastings and team had been very consistent in their message throughout COVID, that Netflix was pulling forward subscribers and that there would at some point be a ''pause'' in the pace of net additions.\nMoving on, Netflix has been consistent in its message throughout the past year, although it has acknowledged that Disney (DIS) and Amazon (AMZN) Video, as well as, other streaming platforms are a competition to Netflix, that they consider this view to be too narrow. Indeed, Netflix notes that gaming and user-generated content such as YouTube (GOOG)(GOOGL) and TikTok (BDNCE) are also sources of competition.\nTo that end, Netflix noted that churn levels werelowerin Q1 2021 than they were back in Q1 2020. In fact, Hastings remarks that the problem is down to a lower user acquisition profile on the back of a lack of fresh content slate - that is light due to COVID impacting its production schedule and that investors should anticipate a heavier content slate in H2 2021.\nRevenue Growth Rates are Steady\nSource: author's calculations, shareholder letter\nNetflix obviously had a terrific 2020 as you can see above, but as we look ahead to Q2 2021, we can see that its revenue growth rates are pointing towards dipping below that infamous 20% hurdle.\nFor many investors, the drop from 30% to 20% has less of a psychological impact than the drop from mid 20s% to sub 20s%. For investors, that now squarely points towards Netflix no longer being a high growth engine, but more of a mature company.\nPersonally, if I was a Netflix shareholder, this wouldn't be the set of results I would throw in the towel. That's the great thing about investing alongside the best management teams - they are incredibly innovative.\nIn fact, in the shareholder letter, Hastings reminds investors that Netflix has a long history of innovating, as it migrated from a DVD-by-mail towards a streaming company, as well as, a licensor of second window content to a producer of original content.\nAgain, that's the great aspect of investing alongside owner-operated companies, they are incredibly driven and competitive. As Hastings mentions in his book, there is no space for sub-delivering executives. The company is always forward-thinking and has navigated plenty of setbacks before.\nValuation - Still More Upside Potential\nDuring the earnings call, Netflix's Spencer Neumann notes the choppiness in subscriber adds during COVID. And that COVID has delayed a substantial portion of its production titles.\nFurthermore, Neumann and Hastings remark that investors should continue to buy into the narrative that streaming entertainment is not only growing but that it's speeding up.\nAs a benchmark, if you compare over a 2-year stack, Netflix's net subscriber additions grew by roughly 19% CAGR, against a historical backdrop of 20% addition in subscriber numbers.\nThis all lends itself to the point I wish to impress upon the reader, that Netflix has a lot more going for it than being just a COVID winner.\nIndeed, consider this, right now, Netflix notes that not only it's expecting to be sustainably free cash flow breakeven, but it's bringing down its debt on its balance sheet and starting to repurchase its own shares. Could Netflix ever become a free cash flow story? Remarkable as it may seem, I believe it's a resounding yes.\nWhat investors need to think about is that assuming Netflix reaches approximately $30 billion of revenues in 2021, that the stock is right now priced at just 8x forward sales.\nThis would be arguably the lowest multiple that Netflix has been priced at for a while. But what's particularly noteworthy is that expectations have become so low of Netflix.\nThe Bottom Line\nI make the case that investors have become ''bored'' of investing in Netflix. Right now, the stock is being priced at just 8x forward sales, the lowest valuation Netflix's stock has seen for some time.\nFurther, Netflix is, dare I say, starting to become a free cash flow generator and looking forward to repurchasing its own shares.\nThere are obviously still huge overhanging questions over Netflix's amortization schedule, but if investors hang around waiting for full closure onthatchapter, they'll miss out on the substantial upside potential presented right now.\nIn actuality, that's why I haven't spent any time discussing Netflix's earnings, because Netflix's free cash flow is a less contentious issue for both bulls and bears.\nIn sum, Netflix continues to plow ahead, and long-term shareholders should be fairly content with this set of results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186613518,"gmtCreate":1623491046134,"gmtModify":1634032406894,"author":{"id":"3581744013148369","authorId":"3581744013148369","authorIdStr":"3581744013148369","name":"ltrove","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581744013148369"},"themes":[],"htmlText":"AWS is the real winner&nbsp;","listText":"AWS is the real winner&nbsp;","text":"AWS is the real winner","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186613518","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}