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egg3030

egg3030

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2021-12-22

E commerce set to go up?

抱歉，原内容已删除

2021-12-21

Interesting news

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2021-12-20

So what happened then?

‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?

2021-12-18

Unclear why to hold tho, what are the fundamentals

1 Surefire Growth Stock to Buy and Hold

2021-12-17

There needs to be infra too

Missed Out on Tesla? Here's What to Buy Now

2021-12-14

Depending on the mkt expansion too

Disney: All Subscribers Are Not Created Equal

2021-11-19

How would this impact other brands?

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2021-11-09

A timely move, in view of black Fri and Christmas

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2021-11-06

Important for chip makers too

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2021-11-05

Good food for thought

Real Good Food Prices IPO At $12/Share, Below Expected Range

2021-11-03

Hope the stock doesn't go cold!

Starbucks rolls out holiday drink menu, featuring a new sugar cookie latte

2021-10-26

Batteries are very important esp w lack of infra

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2021-10-25

How does this affect the stocks of the larger infrastructure?

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2021-10-21

How would this affect the overall growth model of Pinterest?

Pinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?

2021-10-19

Important to note

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2021-10-16

Wow that's great

Apple: International Opportunity Is Huge

2021-10-14

Should we buy then??

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2021-10-13

What about their new engines of growth

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2021-10-12

Interesting

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2021-10-08

Testing on how to publish a post

去老虎APP查看更多动态

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then?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693359437","repostId":"1151315099","repostType":4,"repost":{"id":"1151315099","kind":"news","pubTimestamp":1639956674,"share":"https://www.laohu8.com/m/news/1151315099?lang=&edition=full","pubTime":"2021-12-20 07:31","market":"us","language":"en","title":"‘NIO Day’ Featured a New EV and AR Goggles. 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The ET7 was unveiled at the company’s last big event in January 2021.</p>\n<p>NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng&nbsp;(XPEV) shares are down 12% over the past month.</p>\n<p>How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151315099","content_text":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.\nThe new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.\nThe new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.\nThe ET5 is also equipped with advanced safety features including lidar sensors.\nLidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.\nAll the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.\nThen there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.\nNIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.\nNIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.\nHow the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699507006,"gmtCreate":1639830376705,"gmtModify":1639830376803,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Unclear why to hold tho, what are the fundamentals","listText":"Unclear why to hold tho, what are the fundamentals","text":"Unclear why to hold tho, what are the fundamentals","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699507006","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohu8.com/m/news/1109895138?lang=&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p>\n<p>Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p>\n<p><b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p>\n<p>Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p>\n<p>Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p>\n<p>Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p>\n<p>The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p>\n<p>Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Surefire Growth Stock to Buy and Hold</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\">\n1 Surefire Growth Stock to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 14:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690773889,"gmtCreate":1639714476597,"gmtModify":1639714476706,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"There needs to be infra too","listText":"There needs to be infra too","text":"There needs to be infra too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690773889","repostId":"1115262079","repostType":4,"repost":{"id":"1115262079","kind":"news","pubTimestamp":1639712748,"share":"https://www.laohu8.com/m/news/1115262079?lang=&edition=full","pubTime":"2021-12-17 11:45","market":"us","language":"en","title":"Missed Out on Tesla? Here's What to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115262079","media":"Motley Fool","summary":"The growing use of electric vehicles will benefit several players.","content":"<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p>\n<p>Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p>\n<p><b>Lucid Group</b></p>\n<p>There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p>\n<p>The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p>\n<p>On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p>\n<p><b>BYD</b></p>\n<p>Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p>\n<p>The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p>\n<p>BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p>\n<p><b>QuantumScape</b></p>\n<p>Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p>\n<p>Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p>\n<p>QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missed Out on Tesla? Here's What to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMissed Out on Tesla? Here's What to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","01211":"比亚迪股份","QS":"Quantumscape Corp.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115262079","content_text":"In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.\nLet's look at three electric vehicle (EV) stocks that have the potential to generate outsize returns in five years, or more.\nLucid Group\nThere is a plethora of electric vehicle stocks to choose from right now. Of these,Lucid Group(NASDAQ:LCID) looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.\nThe company not only boasts leading-edge EV technology, but also has solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies. The stock will be included in the Nasdaq-100 index on Dec. 20.\nOn the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a recent Securities and Exchange Commission (SEC) investigation relating to its merger with Churchill Capital Corp. IV.\nIMAGE SOURCE: LUCID GROUP.\nBYD\nFounded in 1995,BYD(OTC:BYDDY)(OTC:BYDD.F) entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) holds a nearly 8% stake in BYD.\nIMAGE SOURCE: GETTY IMAGES.\nBYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.\nThe company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.\nBYD stock trades at an attractive valuation compared to several top EV stocks right now. All of the above makes this Warren Buffett stock attractive.\nQuantumScape\nBatteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.QuantumScape(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.\nCurrently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.\nIMAGE SOURCE: GETTY IMAGES.\nQuantumScape has the backing of leading automaker Volkswagen(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.\nQuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should bear the risks in mind before deciding to invest in QuantumScape stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607997541,"gmtCreate":1639470212188,"gmtModify":1639470212260,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Depending on the mkt expansion too","listText":"Depending on the mkt expansion too","text":"Depending on the mkt expansion too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607997541","repostId":"1119480728","repostType":4,"repost":{"id":"1119480728","kind":"news","pubTimestamp":1639459363,"share":"https://www.laohu8.com/m/news/1119480728?lang=&edition=full","pubTime":"2021-12-14 13:22","market":"us","language":"en","title":"Disney: All Subscribers Are Not Created Equal","url":"https://stock-news.laohu8.com/highlight/detail?id=1119480728","media":"Seeking Alpha","summary":"Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced ba","content":"<p><b>Summary</b></p>\n<ul>\n <li>QQQ has easily beaten DIS whereas SPY has done about the same.</li>\n <li>DIS has not fully bounced back from 2020 but it's certainly healing.</li>\n <li>DIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.</li>\n <li>DIS has been far less of a growth stock than&nbsp;NFLX, MSFT, and ADBE.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db18b8191ffe57bbd7ff43b3b4de329b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images</span></p>\n<p><b>Background</b></p>\n<p>I've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58048f15fcf1af89506563ab33f6e301\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de2cb75ad2becfcf9268f372150a7698\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.</p>\n<p><b>Business Model Update</b></p>\n<p>It's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the&nbsp;Q4 2021 Earnings Call:</p>\n<blockquote>\n On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.\n</blockquote>\n<p>Now, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.<b>DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.</b>Ouch.</p>\n<p>The key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.</p>\n<p>Of course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.</p>\n<p>As a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about&nbsp;attendance in August 2021:</p>\n<blockquote>\n Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily&nbsp;\n <b>running with a 35% capacity</b>. [Emphasis: Author]\n</blockquote>\n<p>Big picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.</p>\n<p><b>Disney Is Not Microsoft or Adobe</b></p>\n<p>Analysts like to compare DIS to enterprise software companies,<i>as if all subscribers are created equal</i>. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247db57795d4cce4d0d919346b84c7f2\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Clearly, MSFT and ADBE have trounced DIS. In part, here's why:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90248d3aef70628dea5b4029b79b516\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>P/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.</p>\n<p>Let's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbb56eaa4d09a70ca4f320a0e111896b\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"><span>Source: FASTgraphs</span></p>\n<p>EPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.</p>\n<p>All if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.<i>The business is amazing</i>.</p>\n<p><b>All Subscribers Are Not Created Equal</b></p>\n<p>I'm not too keen to do this, but here's Netflix (NFLX) versus DIS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b99727d2cfebd285167f115f4387ae\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4539b42cb1304e691ad2b38dbcbf4c2d\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>It's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,<i>it's less of a growth stock</i>&nbsp;than NFLX, MSFT, and ADBE.</p>\n<p>In large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfdf6d35c4eba3617e6fec280f09282\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>What you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.</p>\n<p>By the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.</p>\n<p><b>Wrap Up</b></p>\n<p>Now, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37c9d98acfdd8206fa2c0323144db713\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>This next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5aaf232d38eaceea4d9621f81a7a92f\" tg-width=\"635\" tg-height=\"603\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>To be fair, DIS was doing a pretty good job through early 2019. However, very importantly,<i>the drops appear to have started before 2020</i>. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.</p>\n<p>To be clear,DIS is going to be going gangbusters on content.</p>\n<blockquote>\n Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.\n</blockquote>\n<p>Furthermore, the idea is that DIS will be&nbsp;rapidly growing the subscriber base.</p>\n<blockquote>\n Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.\n</blockquote>\n<p>In short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.</p>\n<p>Now, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,<i>not needs</i>.</p>\n<p>Here's a good way to&nbsp;think about MSFT and ADBE:</p>\n<blockquote>\n Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.\n</blockquote>\n<p>In other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they are<i>required to use it to do work</i>. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.</p>\n<p>Putting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney: All Subscribers Are Not Created Equal</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\">\nDisney: All Subscribers Are Not Created Equal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 13:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced back from 2020 but it's certainly healing.\nDIS is far more like NFLX than MSFT or ADBE, despite any ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119480728","content_text":"Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced back from 2020 but it's certainly healing.\nDIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.\nDIS has been far less of a growth stock than NFLX, MSFT, and ADBE.\n\nMarvin Samuel Tolentino Pineda/iStock Editorial via Getty Images\nBackground\nI've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.\nData by YCharts\n53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.\nData by YCharts\nAs you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.\nBusiness Model Update\nIt's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the Q4 2021 Earnings Call:\n\n On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.\n\nNow, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.Ouch.\nThe key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.\nOf course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.\nAs a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about attendance in August 2021:\n\n Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily \n running with a 35% capacity. [Emphasis: Author]\n\nBig picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.\nDisney Is Not Microsoft or Adobe\nAnalysts like to compare DIS to enterprise software companies,as if all subscribers are created equal. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.\nData by YCharts\nClearly, MSFT and ADBE have trounced DIS. In part, here's why:\nData by YCharts\nP/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.\nLet's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:\nSource: FASTgraphs\nEPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.\nAll if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.The business is amazing.\nAll Subscribers Are Not Created Equal\nI'm not too keen to do this, but here's Netflix (NFLX) versus DIS.\nData by YCharts\nThe only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.\nData by YCharts\nIt's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,it's less of a growth stock than NFLX, MSFT, and ADBE.\nIn large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:\nData by YCharts\nWhat you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.\nBy the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.\nWrap Up\nNow, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.\nData by YCharts\nThis next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.\nData by YCharts\nTo be fair, DIS was doing a pretty good job through early 2019. However, very importantly,the drops appear to have started before 2020. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.\nTo be clear,DIS is going to be going gangbusters on content.\n\n Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.\n\nFurthermore, the idea is that DIS will be rapidly growing the subscriber base.\n\n Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.\n\nIn short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.\nNow, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,not needs.\nHere's a good way to think about MSFT and ADBE:\n\n Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.\n\nIn other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they arerequired to use it to do work. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.\nPutting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876805607,"gmtCreate":1637287635637,"gmtModify":1637287635637,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"How would this impact other brands?&nbsp;","listText":"How would this impact other brands?&nbsp;","text":"How would this impact other brands?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876805607","repostId":"2184897139","repostType":4,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844269083,"gmtCreate":1636431602331,"gmtModify":1636431817979,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"A timely move, in view of black Fri and Christmas&nbsp;","listText":"A timely move, in view of black Fri and Christmas&nbsp;","text":"A timely move, in view of black Fri and Christmas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844269083","repostId":"2182577215","repostType":4,"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842299313,"gmtCreate":1636177315754,"gmtModify":1636177315855,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Important for chip makers too","listText":"Important for chip makers too","text":"Important for chip makers too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842299313","repostId":"2181742831","repostType":4,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846768182,"gmtCreate":1636115054086,"gmtModify":1636115054180,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Good food for thought&nbsp;","listText":"Good food for thought&nbsp;","text":"Good food for thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846768182","repostId":"1142385683","repostType":4,"repost":{"id":"1142385683","kind":"news","pubTimestamp":1636108868,"share":"https://www.laohu8.com/m/news/1142385683?lang=&edition=full","pubTime":"2021-11-05 18:41","market":"us","language":"en","title":"Real Good Food Prices IPO At $12/Share, Below Expected Range","url":"https://stock-news.laohu8.com/highlight/detail?id=1142385683","media":"Benzinga","summary":"Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Cla","content":"<ul>\n <li><b>Real Good Food Company Inc</b>&nbsp;has&nbsp;priced its initial public offering&nbsp;(IPO) of 5.3 million shares of Class A common stock at $12 per share.</li>\n <li>Founded in 2016, Real Good Foods develops, markets, and manufactures comfort foods intended to be sold in the health and wellness segment of the frozen food category.</li>\n <li>The company and a selling stockholder have also granted the underwriters a 30-day option to purchase up to an additional 0.8 million shares at IPO price.</li>\n <li>Real Good Food had expected to price the IPO at $14 - $16 per share.</li>\n <li>Real Good Foods&nbsp;expects gross proceeds from this offering to be approximately $64.0 million.</li>\n <li>The company expects the shares to begin trading on the Nasdaq Global Market on November 5, 2021, under the ticker symbol \"RGF.\"</li>\n <li>The company expects the offering to close on November 9, 2021.</li>\n <li>Jefferies and William Blair &amp; Company, L.L.C. are serving as lead book-running managers for the offering.</li>\n</ul>","source":"lsy1606299360108","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>Real Good Food Prices IPO At $12/Share, Below Expected Range</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\">\nReal Good Food Prices IPO At $12/Share, Below Expected Range\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 18:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Class A common stock at $12 per share.\nFounded in 2016, Real Good Foods develops, markets, and ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLGDF":"Real Good Food PLC"},"source_url":"https://www.benzinga.com/news/21/11/23917459/real-good-food-prices-ipo-at-12share-below-expected-range","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142385683","content_text":"Real Good Food Company Inc has priced its initial public offering (IPO) of 5.3 million shares of Class A common stock at $12 per share.\nFounded in 2016, Real Good Foods develops, markets, and manufactures comfort foods intended to be sold in the health and wellness segment of the frozen food category.\nThe company and a selling stockholder have also granted the underwriters a 30-day option to purchase up to an additional 0.8 million shares at IPO price.\nReal Good Food had expected to price the IPO at $14 - $16 per share.\nReal Good Foods expects gross proceeds from this offering to be approximately $64.0 million.\nThe company expects the shares to begin trading on the Nasdaq Global Market on November 5, 2021, under the ticker symbol \"RGF.\"\nThe company expects the offering to close on November 9, 2021.\nJefferies and William Blair & Company, L.L.C. are serving as lead book-running managers for the offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841463852,"gmtCreate":1635935270667,"gmtModify":1635935320079,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Hope the stock doesn't go cold!&nbsp;","listText":"Hope the stock doesn't go cold!&nbsp;","text":"Hope the stock doesn't go cold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841463852","repostId":"1134896841","repostType":4,"repost":{"id":"1134896841","kind":"news","pubTimestamp":1635933860,"share":"https://www.laohu8.com/m/news/1134896841?lang=&edition=full","pubTime":"2021-11-03 18:04","market":"us","language":"en","title":"Starbucks rolls out holiday drink menu, featuring a new sugar cookie latte","url":"https://stock-news.laohu8.com/highlight/detail?id=1134896841","media":"Yahoo","summary":"Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along wit","content":"<p>Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along with some classic favorites.</p>\n<p>The Seattle-based coffee giant announced the return of its holiday menu with holiday shoppers hitting the storesearlier than ever. The lineup is set to hit all U.S. locations beginning on Thursday, November 3rd, and will debut alongside four new holiday cup designs: wrapping paper, ribbon, holiday lights and candy cane.</p>\n<p>For the first-time ever, the company will debut a non-dairy beverage in its holiday lineup, the Iced Sugar Cookie Almond Milk Latte, which can be either cold or hot. The beverage is crafted with sugar cookie flavored syrup, Starbucks' trademarked blonde espresso, almond milk and topped with red and green sprinkles.</p>\n<p>Starbucks is also bringing back its well-known favorites like Peppermint Mocha, Caramel Brulee, Chestnut Praline and Toasted White Chocolate Mocha. The Irish Cream Cold Brew, which debuted in 2019 and typically debuts in December, will hit the menus earlier than ever this holiday.</p>\n<p>Starbucks' decision to add a cold beverage to its holiday lineup, and to re-introduce the Irish Cream Cold Brew, may be no surprise to consumers and Wall Street alike. In recent months, the coffee giant has touted therise of cold drinks, which now account for awhopping 75% of total beverage sales.</p>\n<p>As far as a sweet treat to grab with the holiday drinks, Starbucks is bringing back the Sugar Plum Danish, Cranberry Bliss Bar and Snowman Cookie. However, keep a lookout for a newcomer, the company is unveiling a new addition: the Reindeer Cake Pop.</p>\n<p>According to Ethan Chernofsky, CMO of data intelligence platform Placer.ai, there's potential for Starbucks to see a big boost in traffic around this time of year and from the addition of new flavors.</p>\n<p>He&nbsp;told Yahoo Finance&nbsp;there's a pent-up demand for brick-and-mortar due to COVID-19, which means \"substantial visits to malls, to shopping centers and in general\" and good news for Starbucks.</p>\n<p>\"When we see that type of behavior, we see a really big surge for Starbucks,\" the analyst said. \"Let's be clear, when you go shopping for a long day, there is nothing that helps make that day a little bit easier than a coffee, maybe two, at some point along that trip.\"</p>\n<p>On top of that, Starbucks loyal following of consumers will likely run to try the latest creation.</p>\n<p>The foot traffic following known-beverages like the Pumpkin Spice Latte shows \"how powerful a position Starbucks plays within the coffee sector, but within the wider zeitgeist, in the sense that when they launch something, people are excited and willing to try it.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Starbucks rolls out holiday drink menu, featuring a new sugar cookie latte</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; 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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\">\nStarbucks rolls out holiday drink menu, featuring a new sugar cookie latte\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 18:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/starbucks-holiday-drinks-are-back-on-the-menu-with-a-new-iced-latte-entree-090124820.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along with some classic favorites.\nThe Seattle-based coffee giant announced the return of its holiday menu ...</p>\n\n<a href=\"https://finance.yahoo.com/news/starbucks-holiday-drinks-are-back-on-the-menu-with-a-new-iced-latte-entree-090124820.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://finance.yahoo.com/news/starbucks-holiday-drinks-are-back-on-the-menu-with-a-new-iced-latte-entree-090124820.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134896841","content_text":"Starbucks (SBUX) is officially kicking off the holiday season with its new holiday lineup, along with some classic favorites.\nThe Seattle-based coffee giant announced the return of its holiday menu with holiday shoppers hitting the storesearlier than ever. The lineup is set to hit all U.S. locations beginning on Thursday, November 3rd, and will debut alongside four new holiday cup designs: wrapping paper, ribbon, holiday lights and candy cane.\nFor the first-time ever, the company will debut a non-dairy beverage in its holiday lineup, the Iced Sugar Cookie Almond Milk Latte, which can be either cold or hot. The beverage is crafted with sugar cookie flavored syrup, Starbucks' trademarked blonde espresso, almond milk and topped with red and green sprinkles.\nStarbucks is also bringing back its well-known favorites like Peppermint Mocha, Caramel Brulee, Chestnut Praline and Toasted White Chocolate Mocha. The Irish Cream Cold Brew, which debuted in 2019 and typically debuts in December, will hit the menus earlier than ever this holiday.\nStarbucks' decision to add a cold beverage to its holiday lineup, and to re-introduce the Irish Cream Cold Brew, may be no surprise to consumers and Wall Street alike. In recent months, the coffee giant has touted therise of cold drinks, which now account for awhopping 75% of total beverage sales.\nAs far as a sweet treat to grab with the holiday drinks, Starbucks is bringing back the Sugar Plum Danish, Cranberry Bliss Bar and Snowman Cookie. However, keep a lookout for a newcomer, the company is unveiling a new addition: the Reindeer Cake Pop.\nAccording to Ethan Chernofsky, CMO of data intelligence platform Placer.ai, there's potential for Starbucks to see a big boost in traffic around this time of year and from the addition of new flavors.\nHe told Yahoo Finance there's a pent-up demand for brick-and-mortar due to COVID-19, which means \"substantial visits to malls, to shopping centers and in general\" and good news for Starbucks.\n\"When we see that type of behavior, we see a really big surge for Starbucks,\" the analyst said. \"Let's be clear, when you go shopping for a long day, there is nothing that helps make that day a little bit easier than a coffee, maybe two, at some point along that trip.\"\nOn top of that, Starbucks loyal following of consumers will likely run to try the latest creation.\nThe foot traffic following known-beverages like the Pumpkin Spice Latte shows \"how powerful a position Starbucks plays within the coffee sector, but within the wider zeitgeist, in the sense that when they launch something, people are excited and willing to try it.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852330487,"gmtCreate":1635240156267,"gmtModify":1635240156369,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Batteries are very important esp w lack of infra&nbsp;","listText":"Batteries are very important esp w lack of infra&nbsp;","text":"Batteries are very important esp w lack of infra","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852330487","repostId":"1111450640","repostType":4,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856946049,"gmtCreate":1635145862855,"gmtModify":1635145863008,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"How does this affect the stocks of the larger infrastructure?&nbsp;","listText":"How does this affect the stocks of the larger infrastructure?&nbsp;","text":"How does this affect the stocks of the larger infrastructure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856946049","repostId":"2178449818","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853881901,"gmtCreate":1634788492422,"gmtModify":1634788998418,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"How would this affect the overall growth model of Pinterest?&nbsp;","listText":"How would this affect the overall growth model of Pinterest?&nbsp;","text":"How would this affect the overall growth model of Pinterest?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853881901","repostId":"1174487467","repostType":4,"repost":{"id":"1174487467","kind":"news","pubTimestamp":1634784081,"share":"https://www.laohu8.com/m/news/1174487467?lang=&edition=full","pubTime":"2021-10-21 10:41","market":"us","language":"en","title":"Pinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?","url":"https://stock-news.laohu8.com/highlight/detail?id=1174487467","media":"Motley Fool","summary":"Following the visual search and media specialist stock's sharp gain on Wednesday, some investors may be facing a dilemma.","content":"<p>News broke on Wednesday that&nbsp;<b>PayPal Holdings</b>&nbsp;may be considering an acquisition of visual search and media company&nbsp;<b>Pinterest</b>. The rumor sent shares of Pinterest soaring. As of 1 p.m. EDT, the stock was up about 13%.</p>\n<p>The timing of PayPal's consideration to buy Pinterest makes sense. The stock has been hammered this year. Before the&nbsp;growth stock's bump today, shares were down 16% year to date. Moreover, the stock is down 30% from all time highs -- and that includes the stock's pop on Wednesday.</p>\n<p>Given this rumor and the stock's big gain today, what should investors do?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790f663fcc9ff359708d1a76cbee7a09\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: PINTEREST.</span></p>\n<p><b>Buyout rumors: What you need to know</b></p>\n<p>PayPal has been reportedly talking with Pinterest about buying the company for a potential price of $70 per share, Bloomberg News said on Wednesday. This would represent more than a 25% premium for Pinterest stock based on where shares were trading before this rumor started circling.</p>\n<p>The photo- and idea-sharing website, which makes most of its money from digital advertising sales, has been morphing into a discovery platform for online purchases. Indeed, just this month, Pinterest announced new features that enabled sellers to upload product catalogs and make them discoverable to target audiences. The evolving shopping aspect of Pinterest's platform may be one thing that makes the potential acquisition attractive to digital payment juggernaut PayPal.</p>\n<p><b>What should investors do?</b></p>\n<p>Given the stock's sudden surge, current Pinterest shareholders may be tempted to do some profit-taking. And prospective investors may be considering buying the stock in hopes that the potential acquisition is more than just a rumor. After all, the rumored $70 price tag still represents a 13% premium from where shares are trading at the time of this writing.</p>\n<p>While it's tempting to take action on this news, oftentimes in investing it's best to lean toward inaction over action.</p>\n<p>For&nbsp;investors&nbsp;who already owned Pinterest stock, there was likely something about the underlying business that seemed attractive to them. Pinterest's core business remains -- and it will remain even if the acquisition never pans out. So why sell today?</p>\n<p>For investors who didn't own the stock, there was likely a reason they were avoiding it already -- so they shouldn't rush to buy shares out of speculation that they'll see a short-term pop. After all, it's always possible that an acquisition never comes to fruition.</p>\n<p>So, are Pinterest shares a buy, sell, or hold today? It's likely wise to consider them a hold -- at least until there's more clarity about whether the company will remain independent or not.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?</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\">\nPinterest Stock: Buy, Sell, or Hold Ahead of Possible Buyout?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/20/pinterest-stock-buy-sell-or-hold-ahead-of-buyout/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>News broke on Wednesday that PayPal Holdings may be considering an acquisition of visual search and media company Pinterest. The rumor sent shares of Pinterest soaring. As of 1 p.m. EDT, the stock was...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/20/pinterest-stock-buy-sell-or-hold-ahead-of-buyout/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2021/10/20/pinterest-stock-buy-sell-or-hold-ahead-of-buyout/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174487467","content_text":"News broke on Wednesday that PayPal Holdings may be considering an acquisition of visual search and media company Pinterest. The rumor sent shares of Pinterest soaring. As of 1 p.m. EDT, the stock was up about 13%.\nThe timing of PayPal's consideration to buy Pinterest makes sense. The stock has been hammered this year. Before the growth stock's bump today, shares were down 16% year to date. Moreover, the stock is down 30% from all time highs -- and that includes the stock's pop on Wednesday.\nGiven this rumor and the stock's big gain today, what should investors do?\nIMAGE SOURCE: PINTEREST.\nBuyout rumors: What you need to know\nPayPal has been reportedly talking with Pinterest about buying the company for a potential price of $70 per share, Bloomberg News said on Wednesday. This would represent more than a 25% premium for Pinterest stock based on where shares were trading before this rumor started circling.\nThe photo- and idea-sharing website, which makes most of its money from digital advertising sales, has been morphing into a discovery platform for online purchases. Indeed, just this month, Pinterest announced new features that enabled sellers to upload product catalogs and make them discoverable to target audiences. The evolving shopping aspect of Pinterest's platform may be one thing that makes the potential acquisition attractive to digital payment juggernaut PayPal.\nWhat should investors do?\nGiven the stock's sudden surge, current Pinterest shareholders may be tempted to do some profit-taking. And prospective investors may be considering buying the stock in hopes that the potential acquisition is more than just a rumor. After all, the rumored $70 price tag still represents a 13% premium from where shares are trading at the time of this writing.\nWhile it's tempting to take action on this news, oftentimes in investing it's best to lean toward inaction over action.\nFor investors who already owned Pinterest stock, there was likely something about the underlying business that seemed attractive to them. Pinterest's core business remains -- and it will remain even if the acquisition never pans out. So why sell today?\nFor investors who didn't own the stock, there was likely a reason they were avoiding it already -- so they shouldn't rush to buy shares out of speculation that they'll see a short-term pop. After all, it's always possible that an acquisition never comes to fruition.\nSo, are Pinterest shares a buy, sell, or hold today? It's likely wise to consider them a hold -- at least until there's more clarity about whether the company will remain independent or not.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859063856,"gmtCreate":1634640209013,"gmtModify":1634640209154,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Important to note","listText":"Important to note","text":"Important to note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859063856","repostId":"1190293066","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827072841,"gmtCreate":1634380655025,"gmtModify":1634380655132,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Wow that's great&nbsp;","listText":"Wow that's great&nbsp;","text":"Wow that's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827072841","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","kind":"news","pubTimestamp":1634310263,"share":"https://www.laohu8.com/m/news/1163053361?lang=&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>\n <li>Apple is making huge strides in the European as well as international markets.</li>\n <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p>\n<p>Apple's potential on a global scale has not been adequately factored into the share price.</p>\n<p><b>Current Valuation</b></p>\n<p>To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p>\n<p>This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p>\n<p><b>Apple In The US</b></p>\n<p>If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p>\n<p>I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p>\n<p>While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p>\n<p><b>The International Market</b></p>\n<p>This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p>\n<p>Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p>\n<p>The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p>\n<p>In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p>\n<p><b>What does that mean?</b></p>\n<p>This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p>\n<p>One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p>\n<p>The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p>\n<p><b>Conclusion</b></p>\n<p>Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: International Opportunity Is Huge</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\">\nApple: International Opportunity Is Huge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825901268,"gmtCreate":1634184759617,"gmtModify":1634184759617,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Should we buy then??&nbsp;","listText":"Should we buy then??&nbsp;","text":"Should we buy then??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825901268","repostId":"2175616993","repostType":4,"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822886724,"gmtCreate":1634114457567,"gmtModify":1634114457617,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"What about their new engines of growth&nbsp;","listText":"What about their new engines of growth&nbsp;","text":"What about their new engines of growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822886724","repostId":"2175315686","repostType":4,"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826263714,"gmtCreate":1634026367386,"gmtModify":1634026367437,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826263714","repostId":"2174854361","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823722756,"gmtCreate":1633664332853,"gmtModify":1633664332963,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Testing on how to publish a post&nbsp;","listText":"Testing on how to publish a post&nbsp;","text":"Testing on how to publish a post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823722756","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":898095415,"gmtCreate":1628441403437,"gmtModify":1631889324876,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"How does this track with energy prices?&nbsp;","listText":"How does this track with energy prices?&nbsp;","text":"How does this track with energy prices?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898095415","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://www.laohu8.com/m/news/1159872041?lang=&edition=full","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Tesla deliveries more than doubled year over year in Q2.</li>\n <li>Rising demand for electric vehicles could benefit Tesla.</li>\n <li>Investors should exercise caution when it comes to analysts' price targets.</li>\n</ul>\n<p>It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p>\n<p>But one analyst thinks the stock could take off.</p>\n<p><b>\"We still really like this stock.\"</b></p>\n<p>In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p>\n<p>Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p>\n<p>Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p>\n<p>On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p>\n<p><b>So what gives?</b></p>\n<p>If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p>\n<p>The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p>\n<p>Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p>\n<p>While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,200?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Headed to $1,200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813883060,"gmtCreate":1630171561750,"gmtModify":1704956708848,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Likepls","listText":"Likepls","text":"Likepls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813883060","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690773889,"gmtCreate":1639714476597,"gmtModify":1639714476706,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"There needs to be infra too","listText":"There needs to be infra too","text":"There needs to be infra too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690773889","repostId":"1115262079","repostType":4,"repost":{"id":"1115262079","kind":"news","pubTimestamp":1639712748,"share":"https://www.laohu8.com/m/news/1115262079?lang=&edition=full","pubTime":"2021-12-17 11:45","market":"us","language":"en","title":"Missed Out on Tesla? Here's What to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1115262079","media":"Motley Fool","summary":"The growing use of electric vehicles will benefit several players.","content":"<p>In the last two years,<b>Tesla</b>&nbsp;stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.</p>\n<p>Let's look at three&nbsp;electric vehicle (EV) stocks&nbsp;that have the potential to generate outsize returns in five years, or more.</p>\n<p><b>Lucid Group</b></p>\n<p>There is a plethora of electric vehicle stocks to choose from right now. Of these,<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.</p>\n<p>The company not only boasts leading-edge EV technology, but also has&nbsp;solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most&nbsp;efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies.&nbsp;The stock will be&nbsp;included&nbsp;in the&nbsp;<b>Nasdaq-100</b>&nbsp;index on Dec. 20.</p>\n<p>On the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a&nbsp;recent Securities and Exchange Commission (SEC) investigation&nbsp;relating to its merger with Churchill Capital Corp. IV.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0630d0ca5a26df1b8900958ace25117\" tg-width=\"2000\" tg-height=\"1327\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: LUCID GROUP.</span></p>\n<p><b>BYD</b></p>\n<p>Founded in 1995,<b>BYD</b>(OTC:BYDDY)(OTC:BYDD.F)&nbsp;entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.<b>Berkshire Hathaway</b>(NYSE:BRK.A)(NYSE:BRK.B)&nbsp;holds a nearly 8% stake in BYD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb8e45b9379833fe0a8f6a1d482857a5\" tg-width=\"2000\" tg-height=\"1161\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>BYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.</p>\n<p>The company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.</p>\n<p>BYD stock trades at an&nbsp;attractive valuation&nbsp;compared to several top EV stocks right now. All of the above makes this&nbsp;Warren Buffett stock&nbsp;attractive.</p>\n<p><b>QuantumScape</b></p>\n<p>Batteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.<b>QuantumScape</b>(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.</p>\n<p>Currently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6ead4e5b8f1aaa74490058d439dbfa\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>QuantumScape has the backing of leading automaker&nbsp;<b>Volkswagen</b>(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.</p>\n<p>QuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should&nbsp;bear the risks in mind&nbsp;before deciding to invest in QuantumScape stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missed Out on Tesla? Here's What to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMissed Out on Tesla? Here's What to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","01211":"比亚迪股份","QS":"Quantumscape Corp.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/16/missed-out-on-tesla-heres-what-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115262079","content_text":"In the last two years,Tesla stock has surged more than 1,000%. Investors who missed investing in Tesla two years back could be disheartened. Yet it is worth noting that it is difficult to foresee stocks that can generate Tesla-like returns. The best approach is to invest in companies that you believe can perform well in the long haul. Stocks of such quality companies should generate market-beating returns if you hold them long enough.\nLet's look at three electric vehicle (EV) stocks that have the potential to generate outsize returns in five years, or more.\nLucid Group\nThere is a plethora of electric vehicle stocks to choose from right now. Of these,Lucid Group(NASDAQ:LCID) looks promising. There are several reasons to like Lucid Group. Users like the cars' features and designs, and within a short time, Lucid has succeeded in establishing itself as a luxury electric car brand.\nThe company not only boasts leading-edge EV technology, but also has solid growth plans. Though Lucid started as a luxury car maker, it has plans to launch EV models for the mass market in the coming years. With one of the most efficient EV technologies, Lucid can potentially generate recurring revenue by licensing its technology to other car companies. The stock will be included in the Nasdaq-100 index on Dec. 20.\nOn the risk side, Lucid is still to prove that it can deliver cars profitably. Investors should also keep an eye on the progress of a recent Securities and Exchange Commission (SEC) investigation relating to its merger with Churchill Capital Corp. IV.\nIMAGE SOURCE: LUCID GROUP.\nBYD\nFounded in 1995,BYD(OTC:BYDDY)(OTC:BYDD.F) entered the automobile business in 2003. Apart from automobiles, BYD manufactures mobile handset components, rechargeable batteries, and solar products.Berkshire Hathaway(NYSE:BRK.A)(NYSE:BRK.B) holds a nearly 8% stake in BYD.\nIMAGE SOURCE: GETTY IMAGES.\nBYD started as an internal combustion engine vehicle manufacturer. Yet, sensing the broader trend, it has quickly shifted to making electric vehicles. In November, more than 90% of BYD's vehicle deliveries were fully electric or plug-in hybrids. Sales of BYD's fully electric models rose 153% year over year in November.\nThe company has captured roughly 18% of China's EV market. A leading position in the fast-growing, huge potential Chinese EV market places BYD well for long-term growth.\nBYD stock trades at an attractive valuation compared to several top EV stocks right now. All of the above makes this Warren Buffett stock attractive.\nQuantumScape\nBatteries are a key component of electric vehicles. All leading auto and battery companies are focused on making batteries more efficient, which will help enhance an EV's range.QuantumScape(NYSE:QS), which went public in November 2020, is a battery start-up working on the next-generation battery technology.\nCurrently, lithium-ion batteries are used in electric vehicles. QuantumScape is developing lithium-metal solid-state batteries, using a proprietary ceramic separator. The company believes that its batteries will offer greater energy density, longer life, and faster charging than lithium-ion batteries currently in use.\nIMAGE SOURCE: GETTY IMAGES.\nQuantumScape has the backing of leading automaker Volkswagen(OTC:VWAGY), which has invested $300 million into the battery technology company so far. The two companies have formed a joint venture for a production capacity of 21 gigawatt-hours per year. In September, QuantumScape entered an agreement for 10 megawatt-hours of batteries with another top ten automaker by revenue. The company didn't disclose the name of the automaker. All the above lend credibility to QuantumScape's plans. If successful, QuantumScape's batteries could see immense demand from automakers worldwide.\nQuantumScape believes it is progressing as per its plan to start commercial production in 2024. That's a long time and the company's batteries are not yet developed. Investors should bear the risks in mind before deciding to invest in QuantumScape stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859063856,"gmtCreate":1634640209013,"gmtModify":1634640209154,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Important to note","listText":"Important to note","text":"Important to note","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859063856","repostId":"1190293066","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842299313,"gmtCreate":1636177315754,"gmtModify":1636177315855,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Important for chip makers too","listText":"Important for chip makers too","text":"Important for chip makers too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842299313","repostId":"2181742831","repostType":4,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826263714,"gmtCreate":1634026367386,"gmtModify":1634026367437,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826263714","repostId":"2174854361","repostType":4,"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884775061,"gmtCreate":1631938213053,"gmtModify":1632805190700,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"How does this affect the ability to go \"endemic\"&nbsp;","listText":"How does this affect the ability to go \"endemic\"&nbsp;","text":"How does this affect the ability to go \"endemic\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884775061","repostId":"2168574191","repostType":4,"repost":{"id":"2168574191","kind":"news","pubTimestamp":1631928823,"share":"https://www.laohu8.com/m/news/2168574191?lang=&edition=full","pubTime":"2021-09-18 09:33","market":"us","language":"en","title":"Pfizer Covid-19 shot's protection against hospitalisation wanes in study","url":"https://stock-news.laohu8.com/highlight/detail?id=2168574191","media":"The Straits Times","summary":"WASHINGTON (BLOOMBERG) - Pfizer's Covid-19 vaccine declined in protection against hospitalisation af","content":"<div>\n<p>WASHINGTON (BLOOMBERG) - Pfizer's Covid-19 vaccine declined in protection against hospitalisation after four months, while Moderna's remained stable, US researchers found in an analysis of data from ...</p>\n\n<a href=\"http://www.straitstimes.com/world/united-states/pfizer-covid-19-shots-protection-against-hospitalisation-wanes-in-study\">Web Link</a>\n\n</div>\n","source":"straits_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>Pfizer Covid-19 shot's protection against hospitalisation wanes in study</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Covid-19 shot's protection against hospitalisation wanes in study\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/world/united-states/pfizer-covid-19-shots-protection-against-hospitalisation-wanes-in-study><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (BLOOMBERG) - Pfizer's Covid-19 vaccine declined in protection against hospitalisation after four months, while Moderna's remained stable, US researchers found in an analysis of data from ...</p>\n\n<a href=\"http://www.straitstimes.com/world/united-states/pfizer-covid-19-shots-protection-against-hospitalisation-wanes-in-study\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"http://www.straitstimes.com/world/united-states/pfizer-covid-19-shots-protection-against-hospitalisation-wanes-in-study","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168574191","content_text":"WASHINGTON (BLOOMBERG) - Pfizer's Covid-19 vaccine declined in protection against hospitalisation after four months, while Moderna's remained stable, US researchers found in an analysis of data from 21 US hospitals across 18 states.\nTwo doses of either vaccine provided more protection against hospitalisation than the one-dose Johnson & Johnson vaccine, the study found, though Pfizer's advantage over J&J narrowed over time, according to the study published on Friday (Sept 17) by the Centres for Disease Control and Prevention with collaborators across the country.\nAll three vaccines provided substantial protection after four months - Moderna's was 92 per cent effective against hospitalisation by then, with Pfizer's at 77 per cent and J&J at 68 per cent.\nThe data, published on Friday, may influence the debate over whether Americans should receive a third dose of vaccine to ward off the virus.\nAdvisers to the Food and Drug Administration are expected to vote on Friday on whether to recommend a booster shot, and they've mostly had to rely on data from Israel and the UK on whether the shots' effectiveness wanes over time.\nThe US is facing a surge of Covid-19 infections fuelled by the highly transmissible Delta variant, particularly among unvaccinated parts of the country, and breakthrough infections among vaccinated people have become more common.\nThe CDC study looked at 3,689 non-immunocompromised adults from March to August. The researchers noted that the vaccine effectiveness differences between Moderna and Pfizer's shots, which both use a mechanism called messenger RNA, could be due to differences in timings between doses.\nThe second dose of the Pfizer vaccine is typically delivered after three weeks, while Moderna patients wait four weeks.\nThey also noted several limitations to the study, including the fact that a relatively small number of patients had received the J&J vaccine compared with the mRNA vaccines.\nPrevious studies have found that Moderna's vaccine appears to generate more antibodies than Pfizer's, though it's not clear if antibodies are even the most important component in immunity over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693359437,"gmtCreate":1639975133843,"gmtModify":1639975133949,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"So what happened then?&nbsp;","listText":"So what happened then?&nbsp;","text":"So what happened then?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693359437","repostId":"1151315099","repostType":4,"repost":{"id":"1151315099","kind":"news","pubTimestamp":1639956674,"share":"https://www.laohu8.com/m/news/1151315099?lang=&edition=full","pubTime":"2021-12-20 07:31","market":"us","language":"en","title":"‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151315099","media":"Barrons","summary":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in Chi","content":"<p>Chinese electric vehicle maker&nbsp;NIO&nbsp;(ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.</p>\n<p>The new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.</p>\n<p>The new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.</p>\n<p>The ET5 is also equipped with advanced safety features including lidar sensors.</p>\n<p>Lidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.</p>\n<p>All the software for self-driving—and the software running other car systems—runs on a computer powered by&nbsp;Nvidia&nbsp;(NVDA) chips.</p>\n<p>Then there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.</p>\n<p>NIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.</p>\n<p>NIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng&nbsp;(XPEV) shares are down 12% over the past month.</p>\n<p>How the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘NIO Day’ Featured a New EV and AR Goggles. Will They Be Enough to Boost the Hard Hit Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/nio-stock-discussion-51639835281?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151315099","content_text":"Chinese electric vehicle maker NIO (ticker: NIO) hosted an event for car buyers—and investors—in China on Saturday morning Eastern time. A brand new model, to be delivered in 2022, was announced. And the technology NIO is packing into its cars is something to behold. There are even augmented reality glasses—like something out of an Avengers movie.\nThe new vehicle is the ET5 midsize sedan. It’s a higher-end model starting at about $50,000. With NIO’s battery as a service subscription, the initial purchase price is about $40,000. NIO will let car buyers pay a monthly fee, essentially, separating the battery purchase from the car purchase.\nThe new sedan comes with roughly 500 horsepower and will go zero to 60 miles an hour in about 4 seconds. It should be able to drive up to 430 miles per charge, a big number although Chinese and U.S. range statistics are reported differently.\nThe ET5 is also equipped with advanced safety features including lidar sensors.\nLidar is essentially laser-based radar and most auto makers believe lidar is one of the technologies required to achieve truly self-driving technology. The ET5 also comes equipped with the company’s latest self-driving software. NIO Autonomous Driving or NAD, as the company calls it, will maintain driving speeds and do some steering, but drivers still need to pay attention to the road at all times.\nAll the software for self-driving—and the software running other car systems—runs on a computer powered by Nvidia (NVDA) chips.\nThen there are the glasses. NIO unveiled augmented reality glasses that are integrated with the car. “The visual experience is as good as a 201-inch screen at 6 meters away,” said NIO founder William Li. The glasses can display vehicle information. Drivers won’t have to look down to check speed. The glasses drew applause from the assembled crowd.\nNIO plans to deliver the ET5 by September 2022. The company also provided an update about its new ET7 sedan. Deliveries of that model should begin in March 2022. The ET7 was unveiled at the company’s last big event in January 2021.\nNIO stock jumped 6.5% to more than $60 a share the Monday following that January event—and it could use another bump now. NIO stock has fallen 22% over the last month to $30. The S&P 500 and Dow Jones Industrial Average are down about 2% and 1% over the same span. NIO’s third-quarter earnings were fine. Earnings and deliveries don’t seem to be what’s troubling investors most.XPeng (XPEV) shares are down 12% over the past month.\nHow the stock reacts to the new model, new technology and proposed delivery dates will say a lot about investor sentiment toward highly valued EV makers and U.S.-listed Chinese stocks in the coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699507006,"gmtCreate":1639830376705,"gmtModify":1639830376803,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Unclear why to hold tho, what are the fundamentals","listText":"Unclear why to hold tho, what are the fundamentals","text":"Unclear why to hold tho, what are the fundamentals","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699507006","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohu8.com/m/news/1109895138?lang=&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p>\n<p>Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p>\n<p><b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p>\n<p>Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p>\n<p>Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p>\n<p>Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p>\n<p>The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p>\n<p>Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Surefire Growth Stock to Buy and Hold</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\">\n1 Surefire Growth Stock to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 14:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865650012,"gmtCreate":1632979030314,"gmtModify":1632979050707,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865650012","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885169846,"gmtCreate":1631765575485,"gmtModify":1631889324857,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885169846","repostId":"1179133148","repostType":4,"repost":{"id":"1179133148","kind":"news","pubTimestamp":1631757764,"share":"https://www.laohu8.com/m/news/1179133148?lang=&edition=full","pubTime":"2021-09-16 10:02","market":"us","language":"en","title":"Hong Kong biotech company Prenetics to go public via $1.7 billion SPAC deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1179133148","media":"Reuters","summary":"(Reuters) - Hong Kong biotech company Prenetics will go public through a merger agreement with Artis","content":"<p>(Reuters) - Hong Kong biotech company Prenetics will go public through a merger agreement with Artisan Acquisition, a special purpose acquisition company (SPAC), valuing the combined company at $1.7 billion, they said in a statement.</p>\n<p>“The transaction values Prenetics at an enterprise value of $1.25 billion with a combined equity value of approximately $1.7 billion, making Prenetics the first unicorn from Hong Kong to be publicly listed in any market,” the companies said in a joint statement late on Wednesday.</p>\n<p>The combined company will be traded on the Nasdaq and Prenetics will receive proceeds of up to $459 million in cash, the companies added.</p>\n<p>The deal is expected to close in the fourth quarter of 2021 or the first quarter of 2022, they said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong biotech company Prenetics to go public via $1.7 billion SPAC deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong biotech company Prenetics to go public via $1.7 billion SPAC deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/prenetics-ipo/hong-kong-biotech-company-prenetics-to-go-public-via-1-7-bln-spac-deal-idUSL4N2QI0BD><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Hong Kong biotech company Prenetics will go public through a merger agreement with Artisan Acquisition, a special purpose acquisition company (SPAC), valuing the combined company at $1.7 ...</p>\n\n<a href=\"https://www.reuters.com/article/prenetics-ipo/hong-kong-biotech-company-prenetics-to-go-public-via-1-7-bln-spac-deal-idUSL4N2QI0BD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/prenetics-ipo/hong-kong-biotech-company-prenetics-to-go-public-via-1-7-bln-spac-deal-idUSL4N2QI0BD","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179133148","content_text":"(Reuters) - Hong Kong biotech company Prenetics will go public through a merger agreement with Artisan Acquisition, a special purpose acquisition company (SPAC), valuing the combined company at $1.7 billion, they said in a statement.\n“The transaction values Prenetics at an enterprise value of $1.25 billion with a combined equity value of approximately $1.7 billion, making Prenetics the first unicorn from Hong Kong to be publicly listed in any market,” the companies said in a joint statement late on Wednesday.\nThe combined company will be traded on the Nasdaq and Prenetics will receive proceeds of up to $459 million in cash, the companies added.\nThe deal is expected to close in the fourth quarter of 2021 or the first quarter of 2022, they said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":856946049,"gmtCreate":1635145862855,"gmtModify":1635145863008,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"How does this affect the stocks of the larger infrastructure?&nbsp;","listText":"How does this affect the stocks of the larger infrastructure?&nbsp;","text":"How does this affect the stocks of the larger infrastructure?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856946049","repostId":"2178449818","repostType":4,"repost":{"id":"2178449818","kind":"news","pubTimestamp":1635145170,"share":"https://www.laohu8.com/m/news/2178449818?lang=&edition=full","pubTime":"2021-10-25 14:59","market":"us","language":"en","title":"Electric Vehicle Stocks Could Fall Victim To Runaway Valuations","url":"https://stock-news.laohu8.com/highlight/detail?id=2178449818","media":"Oilprice.com","summary":"Third-quarter earnings season is underway, and one of the most closely watched stocks just presented","content":"<p>Third-quarter earnings season is underway, and one of the most closely watched stocks just presented its scorecard: <b>Tesla Inc</b>.&nbsp; (NASDAQ:TSLA).</p>\n<p>Tesla reported record-breaking results, beating expectations on EPS and revenue. Though the company's stock dropped briefly following the report, Tesla has been on a tear ever since, even crossing the $900 mark in early trading Friday morning.</p>\n<p>Those certainly are impressive top-and bottom-line growth numbers if the EV company is able to meet them, but we already have evidence that backs them up: Vehicle sales.</p>\n<p>A few weeks ago, Tesla reported that it delivered 241,300 electric vehicles during the third quarter of 2021, more than 70% higher than last year’s deliveries for the same period and significantly better than the 220,900 deliveries predicted by Wall Street.</p>\n<p>However, the rosy growth numbers have not stopped a cross-section of Wall Street from raising concerns about the stratospheric valuations in the space.</p>\n<p>According to Bernstein analysts, the 15 largest ICE manufacturers command a collective market cap of $1.2T compared to $1.1T collective valuation of pure-play EV vendors, despite the fact that the former sell 99% of all new vehicles globally while the latter manage a miniscule 1%.</p>\n<p>And that could prove problematic for EV stocks in the not-so-far future.</p>\n<p><b>Steep valuations</b></p>\n<p>Bernstein’s Tony Sacconaghi makes a pretty succinct point about how the market values EVs versus traditional ICE makers:</p>\n<p>‘‘<i>The thinking–of course–is that pure play EV vendors will ultimately come to dominate the automotive world. In 2014, they accounted for 15% of all BEVs sold. Today they account for 28%. However, even if they ultimately were to account for 50% of all EVs sold by 2030 – which may be aggressive – it remains difficult to justify their current valuations.</i>’’</p>\n<p>Bernstein is worried that the market is assuming that traditional OEMs will not be able to deliver competitive EV offerings in the future, or they will be very delayed in doing so. Further, the market appears to think that EV upstarts will be able to generate significantly more profit per car, mainly by taking advantage of better distribution and autonomy/add-on services. The analyst points out that this assumption is not entirely without merit since full autonomous driving priced at $10K per car would radically change the margin (and valuation) profile of the industry.</p>\n<p>But Sacconaghi begs to differ with the assumption that pure EVs like Tesla will always maintain a huge operational advantage over their late-to-the-party ICE rivals:</p>\n<p>\"<i>That said, our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time, as has been the case historically.\"</i></p>\n<p><b>Powerful megatrends</b></p>\n<p>There’s no denying that the EV and electrification drive are some of the most powerful megatrends of our time–and will continue to dominate for decades to come. Bloomberg New Energy Finance (BNEF), &nbsp;just 2.7 out of 100 vehicles sold last year were EVs, with EVs expected to account for just 8% of the global fleet by 2030.</p>\n<p>However, EVs could reach 31% of the global fleet by 2040, as per BNEF estimates.</p>\n<p>Once written off as a niche play for ESG-minded investors, EVs are fast moving to the mainstream with a recent Pew Research survey revealing that 7% of U.S. currently have a plug-in electric or hybrid vehicle, with nearly 4 in 10 saying they would consider buying one as their next purchase. The pace of EV adoption is considerably higher in Europe and China.</p>\n<p>That said, EV companies remain vulnerable to short-term headwinds including valuation concerns and supply chain bottlenecks. We have already seen this play out with renewable energy stocks: the<b> <a href=\"https://laohu8.com/S/EEME\">iShares</a> S&amp;P Global Clean Energy Index ETF </b>(NASDAQ:ICLN) has cratered nearly 20% in the current year, badly underperforming its fossil fuel equivalent the <b>Energy Select Sector SPDR ETF</b> (NYSEARCA:XLE) which has gained 51.4% over the timeframe due to the said headwinds.</p>\n<p>Whereas Tesla might have established a strong head start on the competition in the EV market that it is unlikely for anyone to pass them anytime soon, newer pure-play EV upstarts such as <b>Fisker </b>(NYSE:FSR),<b> <a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a> Intelligent</b> (NASDAQ:FFIE), <b>Lordstown Motors</b> (NASDAQ:RIDE), <b>Nikola</b> (NASDAQ:NKLA), <b>Lucid Motors</b> (NASDAQ:LCID), <b>Nio</b> (NYSE:NIO), <b>XPeng</b> (NYSE:XPEV),<b> Li Auto</b> (NASDAQ:LI), <b>Canoo</b> (NASDAQ:GOEV) and <b>Rivian</b> (RIVN) are likely to remain volatile over the next few years.</p>\n<p>By Tom Kool via Safehaven.com</p>\n<p><b>More Top Reads From Oilprice.com:</b></p>\n<ul>\n <li><b>Will The U.S. Be Spared From The Global Energy Crisis?</b></li>\n <li></li>\n <li><b>Canada’s Oil Stocks Are Trading At Bargain Basement Prices</b></li>\n <li></li>\n <li><b>This Key Indicator Is Pointing To Higher Oil Prices</b></li>\n</ul>\n<p>Read this article on OilPrice.com</p>","source":"yahoofinance","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>Electric Vehicle Stocks Could Fall Victim To Runaway Valuations</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\">\nElectric Vehicle Stocks Could Fall Victim To Runaway Valuations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/electric-vehicle-stocks-could-fall-190000103.html><strong>Oilprice.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Third-quarter earnings season is underway, and one of the most closely watched stocks just presented its scorecard: Tesla Inc.  (NASDAQ:TSLA).\nTesla reported record-breaking results, beating ...</p>\n\n<a href=\"https://finance.yahoo.com/news/electric-vehicle-stocks-could-fall-190000103.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/electric-vehicle-stocks-could-fall-190000103.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2178449818","content_text":"Third-quarter earnings season is underway, and one of the most closely watched stocks just presented its scorecard: Tesla Inc.  (NASDAQ:TSLA).\nTesla reported record-breaking results, beating expectations on EPS and revenue. Though the company's stock dropped briefly following the report, Tesla has been on a tear ever since, even crossing the $900 mark in early trading Friday morning.\nThose certainly are impressive top-and bottom-line growth numbers if the EV company is able to meet them, but we already have evidence that backs them up: Vehicle sales.\nA few weeks ago, Tesla reported that it delivered 241,300 electric vehicles during the third quarter of 2021, more than 70% higher than last year’s deliveries for the same period and significantly better than the 220,900 deliveries predicted by Wall Street.\nHowever, the rosy growth numbers have not stopped a cross-section of Wall Street from raising concerns about the stratospheric valuations in the space.\nAccording to Bernstein analysts, the 15 largest ICE manufacturers command a collective market cap of $1.2T compared to $1.1T collective valuation of pure-play EV vendors, despite the fact that the former sell 99% of all new vehicles globally while the latter manage a miniscule 1%.\nAnd that could prove problematic for EV stocks in the not-so-far future.\nSteep valuations\nBernstein’s Tony Sacconaghi makes a pretty succinct point about how the market values EVs versus traditional ICE makers:\n‘‘The thinking–of course–is that pure play EV vendors will ultimately come to dominate the automotive world. In 2014, they accounted for 15% of all BEVs sold. Today they account for 28%. However, even if they ultimately were to account for 50% of all EVs sold by 2030 – which may be aggressive – it remains difficult to justify their current valuations.’’\nBernstein is worried that the market is assuming that traditional OEMs will not be able to deliver competitive EV offerings in the future, or they will be very delayed in doing so. Further, the market appears to think that EV upstarts will be able to generate significantly more profit per car, mainly by taking advantage of better distribution and autonomy/add-on services. The analyst points out that this assumption is not entirely without merit since full autonomous driving priced at $10K per car would radically change the margin (and valuation) profile of the industry.\nBut Sacconaghi begs to differ with the assumption that pure EVs like Tesla will always maintain a huge operational advantage over their late-to-the-party ICE rivals:\n\"That said, our contention is that the automotive industry is an increasingly global and hypercompetitive industry and we believe that surplus profits and technology innovation will likely be competed away over time, as has been the case historically.\"\nPowerful megatrends\nThere’s no denying that the EV and electrification drive are some of the most powerful megatrends of our time–and will continue to dominate for decades to come. Bloomberg New Energy Finance (BNEF),  just 2.7 out of 100 vehicles sold last year were EVs, with EVs expected to account for just 8% of the global fleet by 2030.\nHowever, EVs could reach 31% of the global fleet by 2040, as per BNEF estimates.\nOnce written off as a niche play for ESG-minded investors, EVs are fast moving to the mainstream with a recent Pew Research survey revealing that 7% of U.S. currently have a plug-in electric or hybrid vehicle, with nearly 4 in 10 saying they would consider buying one as their next purchase. The pace of EV adoption is considerably higher in Europe and China.\nThat said, EV companies remain vulnerable to short-term headwinds including valuation concerns and supply chain bottlenecks. We have already seen this play out with renewable energy stocks: the iShares S&P Global Clean Energy Index ETF (NASDAQ:ICLN) has cratered nearly 20% in the current year, badly underperforming its fossil fuel equivalent the Energy Select Sector SPDR ETF (NYSEARCA:XLE) which has gained 51.4% over the timeframe due to the said headwinds.\nWhereas Tesla might have established a strong head start on the competition in the EV market that it is unlikely for anyone to pass them anytime soon, newer pure-play EV upstarts such as Fisker (NYSE:FSR), Faraday Future Intelligent (NASDAQ:FFIE), Lordstown Motors (NASDAQ:RIDE), Nikola (NASDAQ:NKLA), Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), XPeng (NYSE:XPEV), Li Auto (NASDAQ:LI), Canoo (NASDAQ:GOEV) and Rivian (RIVN) are likely to remain volatile over the next few years.\nBy Tom Kool via Safehaven.com\nMore Top Reads From Oilprice.com:\n\nWill The U.S. Be Spared From The Global Energy Crisis?\n\nCanada’s Oil Stocks Are Trading At Bargain Basement Prices\n\nThis Key Indicator Is Pointing To Higher Oil Prices\n\nRead this article on OilPrice.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827072841,"gmtCreate":1634380655025,"gmtModify":1634380655132,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Wow that's great&nbsp;","listText":"Wow that's great&nbsp;","text":"Wow that's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827072841","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","kind":"news","pubTimestamp":1634310263,"share":"https://www.laohu8.com/m/news/1163053361?lang=&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>\n <li>Apple is making huge strides in the European as well as international markets.</li>\n <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B)&nbsp;portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p>\n<p>Apple's potential on a global scale has not been adequately factored into the share price.</p>\n<p><b>Current Valuation</b></p>\n<p>To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p>\n<p>This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p>\n<p><b>Apple In The US</b></p>\n<p>If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p>\n<p>I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p>\n<p>While I will not discuss this point in-depth, it is worth noting that in 2020, only about&nbsp;50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p>\n<p><b>The International Market</b></p>\n<p>This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p>\n<p>Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p>\n<p>The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p>\n<p>In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around&nbsp;741 million people, nearly&nbsp;2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p>\n<p><b>What does that mean?</b></p>\n<p>This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p>\n<p>One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p>\n<p>The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p>\n<p><b>Conclusion</b></p>\n<p>Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: International Opportunity Is Huge</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\">\nApple: International Opportunity Is Huge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691360269,"gmtCreate":1640137579628,"gmtModify":1640137579743,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"E commerce set to go up?&nbsp;","listText":"E commerce set to go up?&nbsp;","text":"E commerce set to go up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691360269","repostId":"2193415705","repostType":4,"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693594563,"gmtCreate":1640047705353,"gmtModify":1640047705459,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Interesting news","listText":"Interesting news","text":"Interesting news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693594563","repostId":"1184187118","repostType":4,"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607997541,"gmtCreate":1639470212188,"gmtModify":1639470212260,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Depending on the mkt expansion too","listText":"Depending on the mkt expansion too","text":"Depending on the mkt expansion too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607997541","repostId":"1119480728","repostType":4,"repost":{"id":"1119480728","kind":"news","pubTimestamp":1639459363,"share":"https://www.laohu8.com/m/news/1119480728?lang=&edition=full","pubTime":"2021-12-14 13:22","market":"us","language":"en","title":"Disney: All Subscribers Are Not Created Equal","url":"https://stock-news.laohu8.com/highlight/detail?id=1119480728","media":"Seeking Alpha","summary":"Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced ba","content":"<p><b>Summary</b></p>\n<ul>\n <li>QQQ has easily beaten DIS whereas SPY has done about the same.</li>\n <li>DIS has not fully bounced back from 2020 but it's certainly healing.</li>\n <li>DIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.</li>\n <li>DIS has been far less of a growth stock than&nbsp;NFLX, MSFT, and ADBE.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db18b8191ffe57bbd7ff43b3b4de329b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images</span></p>\n<p><b>Background</b></p>\n<p>I've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58048f15fcf1af89506563ab33f6e301\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de2cb75ad2becfcf9268f372150a7698\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.</p>\n<p><b>Business Model Update</b></p>\n<p>It's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the&nbsp;Q4 2021 Earnings Call:</p>\n<blockquote>\n On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.\n</blockquote>\n<p>Now, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.<b>DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.</b>Ouch.</p>\n<p>The key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.</p>\n<p>Of course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.</p>\n<p>As a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about&nbsp;attendance in August 2021:</p>\n<blockquote>\n Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily&nbsp;\n <b>running with a 35% capacity</b>. [Emphasis: Author]\n</blockquote>\n<p>Big picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.</p>\n<p><b>Disney Is Not Microsoft or Adobe</b></p>\n<p>Analysts like to compare DIS to enterprise software companies,<i>as if all subscribers are created equal</i>. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247db57795d4cce4d0d919346b84c7f2\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Clearly, MSFT and ADBE have trounced DIS. In part, here's why:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f90248d3aef70628dea5b4029b79b516\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>P/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.</p>\n<p>Let's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbb56eaa4d09a70ca4f320a0e111896b\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"><span>Source: FASTgraphs</span></p>\n<p>EPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.</p>\n<p>All if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.<i>The business is amazing</i>.</p>\n<p><b>All Subscribers Are Not Created Equal</b></p>\n<p>I'm not too keen to do this, but here's Netflix (NFLX) versus DIS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b99727d2cfebd285167f115f4387ae\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4539b42cb1304e691ad2b38dbcbf4c2d\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>It's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,<i>it's less of a growth stock</i>&nbsp;than NFLX, MSFT, and ADBE.</p>\n<p>In large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfdf6d35c4eba3617e6fec280f09282\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>What you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.</p>\n<p>By the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.</p>\n<p><b>Wrap Up</b></p>\n<p>Now, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37c9d98acfdd8206fa2c0323144db713\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>This next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5aaf232d38eaceea4d9621f81a7a92f\" tg-width=\"635\" tg-height=\"603\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>To be fair, DIS was doing a pretty good job through early 2019. However, very importantly,<i>the drops appear to have started before 2020</i>. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.</p>\n<p>To be clear,DIS is going to be going gangbusters on content.</p>\n<blockquote>\n Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.\n</blockquote>\n<p>Furthermore, the idea is that DIS will be&nbsp;rapidly growing the subscriber base.</p>\n<blockquote>\n Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.\n</blockquote>\n<p>In short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.</p>\n<p>Now, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,<i>not needs</i>.</p>\n<p>Here's a good way to&nbsp;think about MSFT and ADBE:</p>\n<blockquote>\n Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.\n</blockquote>\n<p>In other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they are<i>required to use it to do work</i>. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.</p>\n<p>Putting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney: All Subscribers Are Not Created Equal</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\">\nDisney: All Subscribers Are Not Created Equal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 13:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced back from 2020 but it's certainly healing.\nDIS is far more like NFLX than MSFT or ADBE, despite any ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4475050-disney-all-subscribers-are-not-created-equal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119480728","content_text":"Summary\n\nQQQ has easily beaten DIS whereas SPY has done about the same.\nDIS has not fully bounced back from 2020 but it's certainly healing.\nDIS is far more like NFLX than MSFT or ADBE, despite any discussion or comparisons related to subscriber growth and associated metrics.\nDIS has been far less of a growth stock than NFLX, MSFT, and ADBE.\n\nMarvin Samuel Tolentino Pineda/iStock Editorial via Getty Images\nBackground\nI've owned Disney (DIS) since early 2016. I greatly enjoy DIS products and services. I am reasonably pleased with DIS stock performance.\nData by YCharts\n53% gains in 5 years isn't terrible but it's not spectacular either. For added perspective, let's quickly compare DIS with the S&P 500 (SPY) and the Nasdaq 100 (QQQ) over 10 years or so.\nData by YCharts\nAs you can see, I zoomed out for a bigger picture view of things. Clearly, QQQ has crushed DIS. Over the same time, DIS has done about as well as SPY. It's clear the 2020 was rough on the price of DIS stock. However, it was also an incredible pivot opportunity for the business with Disney Plus, the streaming home of Disney, Pixar, Marvel, Star Wars, National Geographic, and way more.\nBusiness Model Update\nIt's clear that DIS has been incredibly focused on subscribers for Disney Plus. Here's a quick peek, from the Q4 2021 Earnings Call:\n\n On the Direct-to-Consumer side, we are extremely pleased with the success of our portfolio streaming services. Disney+, ESPN+ and Hulu continue to perform incredibly well with a 118.1 million, 17.1 million, and 43.8 million subscribers, respectively, for a total of a 179 million subscriptions. To put this growth in perspective, in the past fiscal year alone, we have grown the total number of subscriptions across our DTC portfolio by 48%, and Disney+ subs in particular by 60%.\n\nNow, here's the good news and bad news. DIS leadership is planning to reach 230 million to 260 million paid subscribers globally by the end of fiscal year 2024. Obviously, that's phenomenal growth and investors should cheer. However, the dark side is that this growth isn't free.DIS doesn't expect their portfolio of streaming services to reach profitability until 2024.Ouch.\nThe key point is that DIS is not simply bolting on Disney Plus, ESPN Plus, Hulu and so on, and adding profits to the bottom line. Instead, getting to this current level of subscribers has been chewing up time and resources. And, it'll be nasty for years. The investment will drain resources. More about this later.\nOf course, very long term investors can cheer. DIS literally has the best intellectual media assets in the world. Really, there isn't any company even close. The library is amazing, huge, and growing.See for yourself.\nAs a quick aside, most people, and most analysts expected a bigger \"snap back\" from 2020, especially in relation to park visits and related activity. For example, here's what we learned about attendance in August 2021:\n\n Disney world does not share its actual capacity nor the number of attendees they get daily. But as stated above, the estimated number of average daily attendees was 57,000 before the pandemic started. So, at present, it might be welcoming a maximum of 35,000 guests daily \n running with a 35% capacity. [Emphasis: Author]\n\nBig picture, I'm not too worried about the parks and related real-world experiences offered by DIS. It might take longer to get running at full steam, but DIS can do it. I'm a bit more concerned that investors are expecting too much from DIS streaming services, without fully considering the costs. This is especially true for short term investors and speculators.\nDisney Is Not Microsoft or Adobe\nAnalysts like to compare DIS to enterprise software companies,as if all subscribers are created equal. Let's consider two incredible businesses. Both Microsoft (MSFT) and Adobe (ADBE) have done exceptionally well in recent years, compared to DIS.\nData by YCharts\nClearly, MSFT and ADBE have trounced DIS. In part, here's why:\nData by YCharts\nP/S for both MSFT and ADBE has roughly doubled. At a high level, prices are moving up faster than revenue generated for MSFT and ADBE. Meanwhile, investors place less value on DIS revenue. DIS has pretty much moved sideways.\nLet's talk some real numbers. MSFT has grown earnings by 17% per year over the last 10 years. In 2015, EPS was $2.63 and in 2021 it's about $8. ADBE has grown earnings by about 29% per year over the last 10 years. In 2015, EPS was $2.08 and it's expected to hit a staggering $12.46 this year. Meanwhile, here's how DIS looks:\nSource: FASTgraphs\nEPS might get back to 2015 levels in 2023. The dividend was killed off. DIS share price is dramatically higher, even now, compared to earnings. There's a lot of pain in this chart.\nAll if this isn't to bash DIS or to imply that the products or business is terrible. The DIS brand is pristine. Leadership is strong. The company isn't going to suddenly fall off the face of the Earth.The business is amazing.\nAll Subscribers Are Not Created Equal\nI'm not too keen to do this, but here's Netflix (NFLX) versus DIS.\nData by YCharts\nThe only point I want to make is that NFLX shareholders have done far better than DIS shareholders. And, for a different perspective, here's how $10K would have done over the last five years.\nData by YCharts\nIt's very hard for me to say that DIS is \"on sale\" when I look at the relatively flat performance over the last five years. While I think of DIS as a growth stock,it's less of a growth stock than NFLX, MSFT, and ADBE.\nIn large part, I believe this is all about our definition of subscribers. I'll come back to that in a second. First, feast your eyes on this:\nData by YCharts\nWhat you're seeing is profit margin for DIS, NFLX, MSFT and ADBE. Quite frankly, this paints a damning picture of DIS, especially since 2020. What's most impressive, on the other hand, is how MSFT and ADBE have had has consistently high and growing profit margins. I've got to say, I'm actually a bit surprised that NFLX just keeps getting stronger and stronger in this department as well.\nBy the way, as a sidebar, it's easy to complain about the NFLX P/E ratio. It's over 50 right now. But, at the same time, DIS is at 37, MSFT is at 37, and ADBE is at 52. In that respect, they are all quite overvalued.\nWrap Up\nNow, here are my biggest points. NFLX has spent more than DIS on content and also has first mover advantage, loyalty and entrenchment. Many people have both NFLX and DIS, so I see less of a \"war\" than most people. Furthermore, it appears that NFLX has done an outstanding operational job, and their capital allocation has been strong. It's hard to look at this chart and dismiss NFLX. Clearly, it's a well-run company.\nData by YCharts\nThis next chart is extremely noisy, but you can scroll down and see the truth with your own two eyes. DIS has rather poor ROE, ROA and ROIC compared to NFLX, MSFT and ADBE.\nData by YCharts\nTo be fair, DIS was doing a pretty good job through early 2019. However, very importantly,the drops appear to have started before 2020. We cannot blame the pandemic for the decline in ROE, ROA and ROIC.\nTo be clear,DIS is going to be going gangbusters on content.\n\n Disney plans to increase its overall content spend to around $33bn in 2022, marking an $8bn rise from the previous year.\n\nFurthermore, the idea is that DIS will be rapidly growing the subscriber base.\n\n Disney+ is expected to add 140 million subscribers between 2021 and 2026 to take its total to 271 million. Netflix, meanwhile, will add 53 million subscribers through the same period, taking it to a 2026 total of 275 million.\n\nIn short, DIS isn't about to be left in the dust by NFLX. Something like 60 unscripted series, 30 comedy series and 25 drama shows will be produced. There's really too much to list here. Money is being put to work by DIS.\nNow, shifting gears, I have to say that both MSFT and ADBE have dramatically different types of subscribers. DIS and NFLX satisfy entertainment desires. These are wants,not needs.\nHere's a good way to think about MSFT and ADBE:\n\n Both companies armed businesses big and small with the tools needed to stay in business since the pandemic. As the world moved to virtual work and school, PDFs with virtual signatures and Word docs with important information became standard.\n\nIn other words, MSFT and ADBE subscribers aren't \"addicted\" to the software, as much as they arerequired to use it to do work. When your job is on the line, you've got to be using industry standard tools. Furthermore, both NFLX and DIS are B2C whereas MSFT and ADBE are B2B. It's almost impossible to compare these companies, in terms of subscribers. Sure, we can discuss subscriber counts, subscriber growth, and so forth. But, MSFT and ADBE provide software to companies, and users must use those tools. They are sticky out of necessity, not mere desire. Therefore, let's all be very careful about how we think about DIS, and how we make comparisons.\nPutting all of this together, I still believe that DIS is a wonderful business. However, I would be cautious about adding a ton, especially if that decision is based on dazzling subscriber growth, or incredible content development. At this point, I see DIS as a reasonable hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852330487,"gmtCreate":1635240156267,"gmtModify":1635240156369,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Batteries are very important esp w lack of infra&nbsp;","listText":"Batteries are very important esp w lack of infra&nbsp;","text":"Batteries are very important esp w lack of infra","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852330487","repostId":"1111450640","repostType":4,"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846768182,"gmtCreate":1636115054086,"gmtModify":1636115054180,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Good food for thought&nbsp;","listText":"Good food for thought&nbsp;","text":"Good food for thought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846768182","repostId":"1142385683","repostType":4,"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841463852,"gmtCreate":1635935270667,"gmtModify":1635935320079,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"Hope the stock doesn't go cold!&nbsp;","listText":"Hope the stock doesn't go cold!&nbsp;","text":"Hope the stock doesn't go cold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841463852","repostId":"1134896841","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823726744,"gmtCreate":1633664276280,"gmtModify":1633664276541,"author":{"id":"4090160645832330","authorId":"4090160645832330","name":"egg3030","avatar":"https://static.tigerbbs.com/dba6ef8bd45b7f1dc2dc78586fe68f1c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090160645832330","authorIdStr":"4090160645832330"},"themes":[],"htmlText":"But what about the larger infrastructure issues","listText":"But what about the larger infrastructure issues","text":"But what about the larger infrastructure issues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823726744","repostId":"1128736762","repostType":4,"repost":{"id":"1128736762","kind":"news","pubTimestamp":1633662653,"share":"https://www.laohu8.com/m/news/1128736762?lang=&edition=full","pubTime":"2021-10-08 11:10","market":"us","language":"en","title":"Favorable Outlook For GM","url":"https://stock-news.laohu8.com/highlight/detail?id=1128736762","media":"Seeking Alpha","summary":"Summary\n\nGM has struggled with the transition to EVs and other technology-forward efforts.\nThe Wall ","content":"<p><b>Summary</b></p>\n<ul>\n <li>GM has struggled with the transition to EVs and other technology-forward efforts.</li>\n <li>The Wall Street consensus is that GM will succeed sooner rather than later.</li>\n <li>The market-implied outlook (derived from options prices) has shifted to a substantially more positive near-term view.</li>\n <li>I see GM as having a favorable risk-return profile.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/139e056979d4a81394ff8a2299dd40df\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JHVEPhoto/iStock Editorial via Getty Images</span></p>\n<p>General Motors(NYSE:GM)seems to be having a moment, with the share price rising 4.5% today, following an inspirational&nbsp;presentation to analysts. The company outlined its plan to be a leader in EVs and a vision for building a&nbsp;million self-driving cars by 2030. For GM, as with Ford(NYSE:F), the company recognizes that earnings growth and share valuation depend on aggressive technology-driven development. If GM can convince the market, and then demonstrate, that there is a real roadmap to higher-margin EVs and self-driving vehicles, the shares should demand a considerably higher price. After all, GM’s forward P/E is&nbsp;8.8, as compared to TSLA’s&nbsp;144.8.</p>\n<p>Intriguingly, the Wall Street analysts have already priced an outlook for GM’s transformation. The Wall Street analyst&nbsp;consensus price target&nbsp;for GM has surged to $71.3, as compared to $46.6 in February of 2020, right before COVID hit and $51 at the end of 2020. At the current share price of $56.30, the Wall Street consensus (as calculated by&nbsp;Seeking Alpha) is for 12-month price appreciation of 26.7%.</p>\n<p>When I&nbsp;last analyzed GM on March 7, 2021, seven months ago, the Wall Street consensus outlook was already bullish, with a 12-month price target that was about 20% above the share price at that time. Of the 19 analysts included in Seeking Alpha’s consensus outlook, 17 were bullish and 2 were neutral. I assigned GM a neutral rating at that time, largely because the outlook implied by options prices, in contrast to the Wall Street consensus, was bearish. The options market to early 2022 was indicating elevated probabilities of price declines. I compromised between the bullish Wall Street and the bearish options market view with a neutral rating. Since my post was published, GM has gained 4% (including the big rise today), as compared to 15.1% in price appreciation for the S&amp;P 500.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c074188d666f33a0849eb28c23242522\" tg-width=\"603\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Performance of GM vs. the S&amp;P 500 over the past 7 months (Source: Seeking Alpha)</span></p>\n<p>Using options prices to build a probabilistic price return outlook is conceptually straightforward. The price of an option represents the market’s consensus estimate for the probability that the price of the underlying stock (GM, in this case) will rise above (call option) or fall below (put option) a specific level (the strike price) between now and when the option expires. By analyzing calls and puts at a range of strike prices and a common expiration date, it is possible to calculate a probabilistic outlook for the underlying security that reconciles the options prices. This is referred to as the market-implied outlook. For readers seeking more information on this approach, I have written an&nbsp;overview post, including links to the relevant financial literature.</p>\n<p>It is clear today, as it was for my last analysis, that GM is relying on the ability to compete with EVs and autonomous vehicles. The analysts are valuing the company assuming that GM will successfully make this transition. Even if one agrees, the challenge is in the timing. Since March, GM has suffered an expensive and embarrassing setback with the&nbsp;massive recall&nbsp;of Chevy electric vehicles. Even if one buys into management’s vision, one imagines that some car buyers will be reluctant to buy a GM EV after seeing pictures of&nbsp;charred Chevy Bolts.</p>\n<p>GM is currently 11.9% below its 2021 high close of $63.92, set on June 8. With 7 months since my last analysis, and with the market and the analysts responding favorably to GM’s vision, I am revisiting my rating on GM.</p>\n<p><b>Wall Street Consensus Outlook for GM</b></p>\n<p>ETrade’s calculation of the Wall Street consensus outlook is calculated using the views of 13 ranked analysts who have issued ratings and price targets for GM within the past 90 days. The consensus rating is bullish and the consensus 12-month price target is 27.5% above the current share price. There is a fairly high level of dispersion in the price targets, which&nbsp;reduces confidence&nbsp;in the consensus value. Of the 13 analysts, 12 give GM a buy rating and 1 assigns a neutral rating.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31b957237cbf2644c75e372831ed0714\" tg-width=\"1280\" tg-height=\"838\" width=\"100%\" height=\"auto\"><span>Wall Street analyst consensus rating and 12-month price target for GM (Source: ETrade)</span></p>\n<p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using ratings and prices targets from 21 analysts. The consensus rating is bullish and the consensus price target is 26.7% above the current share price. Only 1 analyst is neutral and the other 20 are bullish.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbd40949c8ccc5a730e0aa07c04e15a8\" tg-width=\"1280\" tg-height=\"645\" width=\"100%\" height=\"auto\"><span>Wall Street analyst consensus rating and 12-month price target for GM (Source: Seeking Alpha)</span></p>\n<p>The good news for GM shareholders is that the analysts are almost uniformly bullish on GM and the average 12-month price target is about 27% above the current level. There are somewhat cautionary considerations, however. First, the spread among the price targets is high, which means that there is not a lot of confidence in the outlook. Second, the timing of a share price recovery is hard to predict. The analysts were bullish back in March, as well.</p>\n<p><b>Market-Implied Outlook for GM</b></p>\n<p>I have analyzed the prices of call and put options at a range of strike prices, all expiring on January 21, 2022 to generate the market-implied outlook for the next 3.5 months (from today until the expiration date). In my previous analysis, I also calculated a market-implied outlook using options with this expiration date. I have also generated the market-implied outlook to mid 2022, a period of 8.3 months, by analyzing options that expire on June 21, 2022.</p>\n<p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd025ceee857934bb5992eb6c234bd6d\" tg-width=\"618\" tg-height=\"356\" width=\"100%\" height=\"auto\"><span>Market-implied price return probabilities for GM for the 3.5-month period from today until January 21, 2022 (Source: Author’s calculations using options quotes from ETrade)</span></p>\n<p>The market-implied outlook for GM for the 3.5-month period between now and January 21, 2022 is generally symmetric, although the peak probability is slightly tilted towards negative returns, corresponding to a price return of -1.5%. The annualized volatility derived from this distribution is 35.7%, quite high for an individual stock.</p>\n<p>To make it easier to directly compare the probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc3728611fe98a00c0edfa693bae10b4\" tg-width=\"573\" tg-height=\"356\" width=\"100%\" height=\"auto\"><span>Market-implied price return probabilities for GM for the 3.5-month period from today until January 21, 2022. The negative return side of the distribution has been rotated about the vertical axis (Source: author’s calculations using options quotes from ETrade)</span></p>\n<p>This view shows that the probabilities of positive and negative returns are almost identical for most outcomes (the solid blue line and the dashed red line are very close to one another). The exception is for small-magnitude price returns (+/- 5%).</p>\n<p>Theory predicts that the market-implied outlook will tend to be negatively biased because risk-averse investors pay more than fair value for put options to limit losses in long positions. In the financial literature, the market-implied outlook is often referred to as being risk-neutral. What this means is that the market-implied outlook would be unbiased if investors, in aggregate, were risk-neutral. Investors, collectively, are risk-averse - demanding to be paid a premium to take on risk (the equity risk premium). For this reason, a market-implied outlook with closely matching probabilities between positive and negative returns, as we see here, is actually a slightly bullish view.</p>\n<p>The market-implied outlook to the middle of 2022 (8.3 months), calculated using the prices of call and put options that expire on June 17, 2022, exhibits more of a negative tilt. Qualitative consideration of the potential for a negative bias leads me to characterize this outlook as neutral, perhaps with a slight bearish tilt. The annualized volatility derived from this distribution is 36.5%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7731002b4fcd2fbea3e50f32512c507\" tg-width=\"573\" tg-height=\"356\" width=\"100%\" height=\"auto\"><span>Market-implied price return probabilities for GM for the 8.3-month period from today until June 17, 2022. The negative return side of the distribution has been rotated about the vertical axis (Source: author’s calculations using options quotes from ETrade)</span></p>\n<p>Contrast the current market-implied outlooks for GM with the 10.6-month outlook to January 2022 from my&nbsp;previous analysis&nbsp;in March, which was substantially bearish. In this outlook, the probabilities of negative price returns were much higher relative to those for positive returns. The current market-implied outlook, slightly bullish to early 2022 and neutral to mid-2022, is much more favorable than the outlook from my earlier analysis.</p>\n<p><b>Summary</b></p>\n<p>GM is at an important transition point in its history. The company needs to rapidly and convincingly shift away from traditional internal combustion vehicles and towards EVs and autonomous vehicles. The Wall Street analysts, as a group, are confident that GM can make strides in this direction and the analyst consensus has gotten more bullish through 2021. The Wall Street consensus rating is bullish, with about 27% expected 12-month price appreciation.</p>\n<p>The projected volatility for GM, calculated from the market-implied outlook, is about 36%. This is a fairly high level of volatility, but looks reasonable if we believe that the expected return is 27%. As a rule of thumb for a buy, I want to see expected return that is at or above ½ of the volatility.</p>\n<p>Taking the analyst expected return at face value, GM easily surpasses this threshold. The market-implied outlook to early 2022 is slightly bullish, shifting to neutral by mid-2022. The market-implied outlook for GM has improved dramatically since March, when it was significantly bearish. I am changing my rating on GM from neutral to bullish.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Favorable Outlook For GM</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\">\nFavorable Outlook For GM\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458959-favorable-outlook-for-gm><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGM has struggled with the transition to EVs and other technology-forward efforts.\nThe Wall Street consensus is that GM will succeed sooner rather than later.\nThe market-implied outlook (...</p>\n\n<a href=\"https://seekingalpha.com/article/4458959-favorable-outlook-for-gm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4458959-favorable-outlook-for-gm","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128736762","content_text":"Summary\n\nGM has struggled with the transition to EVs and other technology-forward efforts.\nThe Wall Street consensus is that GM will succeed sooner rather than later.\nThe market-implied outlook (derived from options prices) has shifted to a substantially more positive near-term view.\nI see GM as having a favorable risk-return profile.\n\nJHVEPhoto/iStock Editorial via Getty Images\nGeneral Motors(NYSE:GM)seems to be having a moment, with the share price rising 4.5% today, following an inspirational presentation to analysts. The company outlined its plan to be a leader in EVs and a vision for building a million self-driving cars by 2030. For GM, as with Ford(NYSE:F), the company recognizes that earnings growth and share valuation depend on aggressive technology-driven development. If GM can convince the market, and then demonstrate, that there is a real roadmap to higher-margin EVs and self-driving vehicles, the shares should demand a considerably higher price. After all, GM’s forward P/E is 8.8, as compared to TSLA’s 144.8.\nIntriguingly, the Wall Street analysts have already priced an outlook for GM’s transformation. The Wall Street analyst consensus price target for GM has surged to $71.3, as compared to $46.6 in February of 2020, right before COVID hit and $51 at the end of 2020. At the current share price of $56.30, the Wall Street consensus (as calculated by Seeking Alpha) is for 12-month price appreciation of 26.7%.\nWhen I last analyzed GM on March 7, 2021, seven months ago, the Wall Street consensus outlook was already bullish, with a 12-month price target that was about 20% above the share price at that time. Of the 19 analysts included in Seeking Alpha’s consensus outlook, 17 were bullish and 2 were neutral. I assigned GM a neutral rating at that time, largely because the outlook implied by options prices, in contrast to the Wall Street consensus, was bearish. The options market to early 2022 was indicating elevated probabilities of price declines. I compromised between the bullish Wall Street and the bearish options market view with a neutral rating. Since my post was published, GM has gained 4% (including the big rise today), as compared to 15.1% in price appreciation for the S&P 500.\nPerformance of GM vs. the S&P 500 over the past 7 months (Source: Seeking Alpha)\nUsing options prices to build a probabilistic price return outlook is conceptually straightforward. The price of an option represents the market’s consensus estimate for the probability that the price of the underlying stock (GM, in this case) will rise above (call option) or fall below (put option) a specific level (the strike price) between now and when the option expires. By analyzing calls and puts at a range of strike prices and a common expiration date, it is possible to calculate a probabilistic outlook for the underlying security that reconciles the options prices. This is referred to as the market-implied outlook. For readers seeking more information on this approach, I have written an overview post, including links to the relevant financial literature.\nIt is clear today, as it was for my last analysis, that GM is relying on the ability to compete with EVs and autonomous vehicles. The analysts are valuing the company assuming that GM will successfully make this transition. Even if one agrees, the challenge is in the timing. Since March, GM has suffered an expensive and embarrassing setback with the massive recall of Chevy electric vehicles. Even if one buys into management’s vision, one imagines that some car buyers will be reluctant to buy a GM EV after seeing pictures of charred Chevy Bolts.\nGM is currently 11.9% below its 2021 high close of $63.92, set on June 8. With 7 months since my last analysis, and with the market and the analysts responding favorably to GM’s vision, I am revisiting my rating on GM.\nWall Street Consensus Outlook for GM\nETrade’s calculation of the Wall Street consensus outlook is calculated using the views of 13 ranked analysts who have issued ratings and price targets for GM within the past 90 days. The consensus rating is bullish and the consensus 12-month price target is 27.5% above the current share price. There is a fairly high level of dispersion in the price targets, which reduces confidence in the consensus value. Of the 13 analysts, 12 give GM a buy rating and 1 assigns a neutral rating.\nWall Street analyst consensus rating and 12-month price target for GM (Source: ETrade)\nSeeking Alpha’s version of the Wall Street consensus outlook is calculated using ratings and prices targets from 21 analysts. The consensus rating is bullish and the consensus price target is 26.7% above the current share price. Only 1 analyst is neutral and the other 20 are bullish.\nWall Street analyst consensus rating and 12-month price target for GM (Source: Seeking Alpha)\nThe good news for GM shareholders is that the analysts are almost uniformly bullish on GM and the average 12-month price target is about 27% above the current level. There are somewhat cautionary considerations, however. First, the spread among the price targets is high, which means that there is not a lot of confidence in the outlook. Second, the timing of a share price recovery is hard to predict. The analysts were bullish back in March, as well.\nMarket-Implied Outlook for GM\nI have analyzed the prices of call and put options at a range of strike prices, all expiring on January 21, 2022 to generate the market-implied outlook for the next 3.5 months (from today until the expiration date). In my previous analysis, I also calculated a market-implied outlook using options with this expiration date. I have also generated the market-implied outlook to mid 2022, a period of 8.3 months, by analyzing options that expire on June 21, 2022.\nThe standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.\nMarket-implied price return probabilities for GM for the 3.5-month period from today until January 21, 2022 (Source: Author’s calculations using options quotes from ETrade)\nThe market-implied outlook for GM for the 3.5-month period between now and January 21, 2022 is generally symmetric, although the peak probability is slightly tilted towards negative returns, corresponding to a price return of -1.5%. The annualized volatility derived from this distribution is 35.7%, quite high for an individual stock.\nTo make it easier to directly compare the probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).\nMarket-implied price return probabilities for GM for the 3.5-month period from today until January 21, 2022. The negative return side of the distribution has been rotated about the vertical axis (Source: author’s calculations using options quotes from ETrade)\nThis view shows that the probabilities of positive and negative returns are almost identical for most outcomes (the solid blue line and the dashed red line are very close to one another). The exception is for small-magnitude price returns (+/- 5%).\nTheory predicts that the market-implied outlook will tend to be negatively biased because risk-averse investors pay more than fair value for put options to limit losses in long positions. In the financial literature, the market-implied outlook is often referred to as being risk-neutral. What this means is that the market-implied outlook would be unbiased if investors, in aggregate, were risk-neutral. Investors, collectively, are risk-averse - demanding to be paid a premium to take on risk (the equity risk premium). For this reason, a market-implied outlook with closely matching probabilities between positive and negative returns, as we see here, is actually a slightly bullish view.\nThe market-implied outlook to the middle of 2022 (8.3 months), calculated using the prices of call and put options that expire on June 17, 2022, exhibits more of a negative tilt. Qualitative consideration of the potential for a negative bias leads me to characterize this outlook as neutral, perhaps with a slight bearish tilt. The annualized volatility derived from this distribution is 36.5%.\nMarket-implied price return probabilities for GM for the 8.3-month period from today until June 17, 2022. The negative return side of the distribution has been rotated about the vertical axis (Source: author’s calculations using options quotes from ETrade)\nContrast the current market-implied outlooks for GM with the 10.6-month outlook to January 2022 from my previous analysis in March, which was substantially bearish. In this outlook, the probabilities of negative price returns were much higher relative to those for positive returns. The current market-implied outlook, slightly bullish to early 2022 and neutral to mid-2022, is much more favorable than the outlook from my earlier analysis.\nSummary\nGM is at an important transition point in its history. The company needs to rapidly and convincingly shift away from traditional internal combustion vehicles and towards EVs and autonomous vehicles. The Wall Street analysts, as a group, are confident that GM can make strides in this direction and the analyst consensus has gotten more bullish through 2021. The Wall Street consensus rating is bullish, with about 27% expected 12-month price appreciation.\nThe projected volatility for GM, calculated from the market-implied outlook, is about 36%. This is a fairly high level of volatility, but looks reasonable if we believe that the expected return is 27%. As a rule of thumb for a buy, I want to see expected return that is at or above ½ of the volatility.\nTaking the analyst expected return at face value, GM easily surpasses this threshold. The market-implied outlook to early 2022 is slightly bullish, shifting to neutral by mid-2022. The market-implied outlook for GM has improved dramatically since March, when it was significantly bearish. I am changing my rating on GM from neutral to bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}