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Rachelwht

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- RachelwhtRachelwht
  ·2021-07-28
  Wow
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- RachelwhtRachelwht
  ·2021-07-07
  Pls like
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- RachelwhtRachelwht
  ·2021-07-01
  Nice article
  Cloudflare's Moat (Why It's Better Than The Big Boys)
  Summary After my last article, I got a lot of questions about what Cloudflare's moat is. Can it fig
  Cloudflare's Moat (Why It's Better Than The Big Boys)
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- RachelwhtRachelwht
  ·2021-07-01
  Help like pls
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- RachelwhtRachelwht
  ·2021-06-18
  Business imitation that might potentially lead to further monopolising
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- RachelwhtRachelwht
  ·2021-06-18
  Wow
  U.S. leading indicator points to further economic recovery in May
  (Reuters) - A gauge of future U.S. economic activity increased for the third consecutive month in Ma
  U.S. leading indicator points to further economic recovery in May
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- RachelwhtRachelwht
  ·2021-06-17
  Appl & bac are overpriced just by looking at its p/e ratio
  These 10 Stocks Make Up 85% of Warren Buffett's Portfolio
  Diversification isn't necessary if you know what you're doing, according to the Oracle of Omaha.
  These 10 Stocks Make Up 85% of Warren Buffett's Portfolio
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- RachelwhtRachelwht
  ·2021-06-17
  It’s too overpriced even for it’s progress
  非常抱歉，此主贴已删除
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- RachelwhtRachelwht
  ·2021-05-19
  Yes hold great companies
  What Berkshire Hathaway’s Latest Filing Tells Us About Warren Buffett’s View on Stocks
  Warren Buffett likes to say his preferred holding period for businesses is forever, but when it come
  What Berkshire Hathaway’s Latest Filing Tells Us About Warren Buffett’s View on Stocks
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- RachelwhtRachelwht
  ·2021-05-19
  They are both great business, however Apple is at a historically high pe ratio
  非常抱歉，此主贴已删除
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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/140480813","repostId":"1187131398","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158276746,"gmtCreate":1625153184785,"gmtModify":1633944175206,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158276746","repostId":"1148587912","repostType":4,"repost":{"id":"1148587912","kind":"news","pubTimestamp":1625151495,"share":"https://ttm.financial/m/news/1148587912?lang=&edition=full","pubTime":"2021-07-01 22:58","market":"us","language":"en","title":"Cloudflare's Moat (Why It's Better Than The Big Boys)","url":"https://stock-news.laohu8.com/highlight/detail?id=1148587912","media":"seekingalpha","summary":"Summary\n\nAfter my last article, I got a lot of questions about what Cloudflare's moat is. Can it fig","content":"<p><b>Summary</b></p>\n<ul>\n <li>After my last article, I got a lot of questions about what Cloudflare's moat is. Can it fight off the giants in this space: Amazon, Microsoft, Akamai?</li>\n <li>Cloudflare has a Software-Defined-Networking or SDN, which gives it a much more flexible and programmable network.</li>\n <li>With the Internet of Things about to explode, a huge percentage of data will never leave the edge cloud.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9052b8744f400e2a1fcd5e28c02a9fd0\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>Anthony Harvey/Getty Images Entertainment</span></p>\n<p><b>Introduction</b></p>\n<p>Almost two months ago,I published an article&nbsp;about Cloudflare (NET), in which I argued that Cloudflare was worth its premium price. The stock is up about 30% since then but for me, as a long-term investor, the story hasn't changed, so that's not the reason why I write this article.</p>\n<p>After that article, I got a lot of questions about the moat of Cloudflare and a lot of people seem to think that Cloudflare can be crushed by the big players in this field. And of course, with giants like Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT) and Akamai (AKAM) in this industry, I understand the question.</p>\n<p>But Cloudflare is much more than just a CDN network. After 25 years, CDN has become a commodity. Cloudflare has something special to protect it from the giants in this space, though. Of course, they will be there and they will take a certain percentage of the market, together probably a majority even, but that doesn't matter with such a huge market. After all, for the edge cloud, we are about where we were more than a decade ago for the core cloud (AWS, Azure...) and that means very early. The potential is huge.</p>\n<p>Before we start, just a quick thought. I think that the term 'moat' has been overused in recent years. A moat is supposed to be impenetrable and there are only very few companies who have that. Mostly they are the biggest companies in our world. So, you could argue that the title should have been Cloudflare's competitive advantage. The reason why I still used the word moat is that most people use that term.</p>\n<p><b>Cloudflare is developer-friendly</b></p>\n<p>There are several CDN providers. Akamai is the big pure legacy player and 1,500 POPs (points-of-presence) and approximately 300,000 servers in 136 countries worldwide. If you know that Cloudflare has about 200 POPs, you could think that there is no way that it can fight Akamai.</p>\n<p>But POPs and CDN in general are commodities, cutting-edge technology and that's where Cloudflare is in a league of its own.</p>\n<p>The difference between Cloudflare and the rest of the CDNs is that Cloudflare is really developer-focused. I know, you hear that a lot, but I will try to explain what that means in the context of Cloudflare and CDNs. We have to become a bit technical but I will try to simplify without dumbing it down.</p>\n<p><b>SDN</b></p>\n<p>First, you have to understand what SDN means. It stands for software-defined networking and it is a way in which you can manage your network. SDN improves both the network performance as the monitoring.</p>\n<p>An SDN architecture separates the network control from the hardware infrastructure. In that way, it's easier to control the whole network. This differs from the older network structure, which is hierarchical. This image shows the difference between the SDN and hierarchical structure.</p>\n<p><img src=\"https://static.tigerbbs.com/420d12a5a54ff415c3572ebeedb84abe\" tg-width=\"850\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p>\n<p>As you can see, the forward layer (which handles the traffic) and the control layers are separated in an SDN structure.</p>\n<p>Because there's so much more data being used in our society, because networks become more and more complex, and because we all expect networks to perform better, a hierarchical structure is becoming more and more something of the past.</p>\n<p>SDNs give much more flexibility and control because you can adapt centrally. This means that the whole network becomes directly programmable, instead of all the separate parts individually. This saves a lot of time, of course, and makes sure that updates can be more easily deployed. It makes SDN somewhat similar to cloud computing.</p>\n<p>Cloudflare itself&nbsp;gives a great analogy between SDN and hierarchical networking:</p>\n<blockquote>\n Think of the difference between typing an essay on a typewriter and typing it in a word processing application: Any changes to the typewritten essay mean it has to be retyped, while a word processing document can be revised endlessly. Similarly, SDN technology lets admins reconfigure their networks from a computer, instead of continually plugging and unplugging cables and devices.\n</blockquote>\n<p><b>Edge computing</b></p>\n<p>The difference between Cloudflare and the competition is in how it has constructed the architecture of its POPs (points of presence, the servers that are distributed around the world) and especially the networks in between those POPs. Cloudflare has a structure that makes the network between its POPs programmable too, so-called edge computing.</p>\n<p>Edge computing is especially important for the Internet of Things or IoT. These devices generate a huge amount of data. Cloud computing as we know it works great but not for the IoT data flood. IoT devices are easily hackable for example, but there are also performance problems.</p>\n<p>Besides those problems, what do you do with the huge amount of data? One solution is to store it in huge data lakes and that's why there is so much excitement around a company like Snowflake (SNOW) for example. But edge computing is better for IoT solutions. It can handle and store the data on the device that generated it and let them interact:</p>\n<p><img src=\"https://static.tigerbbs.com/125a664a9d2e846b78709093a829ffb9\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p>\n<p>Cloudflare may have fewer POPs but they are built from the ground up as SDN architectures and they are much more powerful, which gives it the flexibility and customizability to have really powerful edge computing.</p>\n<p><b>Competition from the big boys</b></p>\n<p>For the legacy players, Akamai in the first place, but also Amazon, Google, and Microsoft's it's not simple to change their whole infrastructure. Akamai, with its 1,500 POPs and 300,000 servers now has a disadvantage because of that size. It's virtually impossible to start all over again. Akamai, Microsoft, Google and Amazon are all developing their own edge computing capabilities but because of their architectural disadvantages, their edge computing won't perform like that of Cloudflare. Because of Cloudflare's SDN structure, which is much more programmable and flexible, customers have much more control over the entire network, globally, instead of the individual POPs. That's a huge competitive advantage.</p>\n<p>Cloudflare foresaw the SDN revolution in CDNs and that's why it has made its servers much more powerful and it needs much fewer POPs than the legacy players in this field. The POPs are much better interconnected too. Cloudflare's co-founder Lee Holloway,that tragic computer genius, has laid the foundations for Cloudflare's flexible architecture and that's why Cloudflare's network has the structure and capabilities it has now.</p>\n<p>Amazon's Jeff Bezos has been known to say: \"Your profit margin is my opportunity.\" It seems that Matthew Prince now thinks the same about Amazon's AWS and he's not afraid to show it, in this&nbsp;tweet&nbsp;for example:</p>\n<p><img src=\"https://static.tigerbbs.com/9b2a749523fa2bc73eaea4a15efddc59\" tg-width=\"584\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p>\n<p><b>The moat and applications</b></p>\n<p>By being a programmable network, Cloudflare can make the typical extra applications of a CDN network faster and especially smarter. I understand that this is vague and that's why I will give some applications that are a consequence of this.</p>\n<ul>\n <li>traffic routing: the network can automatically detect and avoid problem areas, outages, DDoS attacks, etc.</li>\n <li>choosing the best distribution form automatically (cloud, on-prem, multi-cloud)</li>\n <li>making smart routing decisions based on the content form (files, pictures, video, gaming), the location of the end-user, which device is used, etc.</li>\n</ul>\n<p>These are just some examples. There are more and with 5G on the horizon, this will only accelerate. There are so many future-oriented solutions that need high-speed internet and big data handling. Again, a few examples.</p>\n<p>Autonomous vehicles need to decide in a fraction of a second to stop for an unforeseen maneuver from another car. Ideally, these cars can communicate with each other to avoid collisions but you don't want latency there. Traffic could be much more distributed too, in the way that data traffic is distributed, for example.</p>\n<p>The edge could also be crucial for health devices to have constant and fast internet. If someone is monitored for heart problems and his heart fails, every second can mean the difference between life and death. Or think of autonomous robot surgery possibilities. Faster really means better and the edge is faster (and cheaper).</p>\n<p>But most of all, the edge will be used for IoT. I know from somebody who works at the computer department of Coca-Cola UK for example that all of their fridges are connected to the edge cloud. They can all be controlled centrally. If one doesn't work, if the temperature of all of them has to be adapted, if one uses more electricity, this can all be seen.</p>\n<p>Cloudflare can easily shift strategies because of its lean and flexible underlying structure. Cloudflare opened up its network for 3rd party developers in June of 2017. This is how Matthew Prince, Cloudflare's CEO,announced&nbsp;it:</p>\n<blockquote>\n Prior to today, if you wanted to write code that took full advantage of Cloudflare's global network you needed to be a Cloudflare employee. Our team is able to run code on thousands of servers in hundreds of locations around the world and modify our customers' packets as they flow through our network in order to make their web site, application, or API faster and more secure. Today, we open that access to the rest of the world.\n</blockquote>\n<p>This led to edge computing. Cloudflare already rolled out Cloudflare Workers in 2017. This is what Matthew Prince, Cloudflare's CEO,wrote about Workers a year ago:</p>\n<blockquote>\n We announced Cloudflare Workers nearly three years ago and it's been generally available for the last two years. Over that time, we've seen hundreds of thousands of developers write tens of millions of lines of code that now run across Cloudflare's network.\n</blockquote>\n<blockquote>\n Just last quarter, 20,000 developers deployed for the first time a new application using Cloudflare Workers.\n</blockquote>\n<p>Fastly has launched Compute@Edge recently too, its edge computing platform. An edge cloud platform exists between the IoT devices and the servers<i>and</i>between the servers themselves.</p>\n<p><img src=\"https://static.tigerbbs.com/97d4327fc2095f720864a949f6cc2fc7\" tg-width=\"1280\" tg-height=\"902\" referrerpolicy=\"no-referrer\"></p>\n<p>While speed was seen as the killer application at first, Matthew Prince has changed his mind from the reality that he sees. He calls it Matthew's Hierarchy of Developers' Needs:</p>\n<p><img src=\"https://static.tigerbbs.com/5c78a80e43fafa20827c8876af1ef3de\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>The beginning of a new era in computing</b></p>\n<p>This is the beginning of a new era of computing and there are many ways in which this could develop. CDNs aren't just meant for fast distribution and security anymore but it becomes a completely programmable network on their own.</p>\n<p>Cloudflare clearly has the lead and the first-mover advantage and it is almost impossible for CDNs such as Akamai or Limelight Networks (LLNW) to overtake our Potential Multibaggers for years and years because of their hierarchical structure. Although Amazon and Akamai already have some edge computing capabilities, it won't have the powerful programming capabilities Cloudflare's edge computing because the edge servers are not directly connected to each other.</p>\n<p>Edge computing could become, over time, as big as cloud computing now and it will probably take away a part of the market of AWS, Azure and others. Not that those will shrink. The explosion of data will make that most IoT data will never leave the edge. That will become more than half of all data. For requests, this will be even much more.</p>\n<p>This transforms all that Cloudflare offers right now, including CDN, into an application, one of the many to come. And that's what is so exciting about this company. The market of edge computing is impossible to calculate as we can't even imagine what the applications will be. Cloudflare will continue to roll out new applications and its customers can build new applications too, just as they can on AWS, for example.</p>\n<p><b>Conclusion</b></p>\n<p>In this article, I tried to explain the competitive advantage that Cloudflare has over the big players in this field. Of course, there is much more to know about the technological advancements in this space but I wanted to give you an overview of the industry and why Cloudflare has a competitive advantage.</p>\n<p>This opportunity is simply too big and companies like Amazon, Microsoft and Google will definitely play an important role in this market. But because of its architectural advantage, Cloudflare prevails when it comes to quality and speed. The optionality of its programmable network is much higher than that of other players.</p>\n<p>In the meantime, keep growing!</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>Cloudflare's Moat (Why It's Better Than The Big Boys)</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\">\nCloudflare's Moat (Why It's Better Than The Big Boys)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437429-cloudflares-moat-why-its-better-than-the-big-boys-net><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter my last article, I got a lot of questions about what Cloudflare's moat is. Can it fight off the giants in this space: Amazon, Microsoft, Akamai?\nCloudflare has a Software-Defined-...</p>\n\n<a href=\"https://seekingalpha.com/article/4437429-cloudflares-moat-why-its-better-than-the-big-boys-net\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://seekingalpha.com/article/4437429-cloudflares-moat-why-its-better-than-the-big-boys-net","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148587912","content_text":"Summary\n\nAfter my last article, I got a lot of questions about what Cloudflare's moat is. Can it fight off the giants in this space: Amazon, Microsoft, Akamai?\nCloudflare has a Software-Defined-Networking or SDN, which gives it a much more flexible and programmable network.\nWith the Internet of Things about to explode, a huge percentage of data will never leave the edge cloud.\n\nAnthony Harvey/Getty Images Entertainment\nIntroduction\nAlmost two months ago,I published an article about Cloudflare (NET), in which I argued that Cloudflare was worth its premium price. The stock is up about 30% since then but for me, as a long-term investor, the story hasn't changed, so that's not the reason why I write this article.\nAfter that article, I got a lot of questions about the moat of Cloudflare and a lot of people seem to think that Cloudflare can be crushed by the big players in this field. And of course, with giants like Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT) and Akamai (AKAM) in this industry, I understand the question.\nBut Cloudflare is much more than just a CDN network. After 25 years, CDN has become a commodity. Cloudflare has something special to protect it from the giants in this space, though. Of course, they will be there and they will take a certain percentage of the market, together probably a majority even, but that doesn't matter with such a huge market. After all, for the edge cloud, we are about where we were more than a decade ago for the core cloud (AWS, Azure...) and that means very early. The potential is huge.\nBefore we start, just a quick thought. I think that the term 'moat' has been overused in recent years. A moat is supposed to be impenetrable and there are only very few companies who have that. Mostly they are the biggest companies in our world. So, you could argue that the title should have been Cloudflare's competitive advantage. The reason why I still used the word moat is that most people use that term.\nCloudflare is developer-friendly\nThere are several CDN providers. Akamai is the big pure legacy player and 1,500 POPs (points-of-presence) and approximately 300,000 servers in 136 countries worldwide. If you know that Cloudflare has about 200 POPs, you could think that there is no way that it can fight Akamai.\nBut POPs and CDN in general are commodities, cutting-edge technology and that's where Cloudflare is in a league of its own.\nThe difference between Cloudflare and the rest of the CDNs is that Cloudflare is really developer-focused. I know, you hear that a lot, but I will try to explain what that means in the context of Cloudflare and CDNs. We have to become a bit technical but I will try to simplify without dumbing it down.\nSDN\nFirst, you have to understand what SDN means. It stands for software-defined networking and it is a way in which you can manage your network. SDN improves both the network performance as the monitoring.\nAn SDN architecture separates the network control from the hardware infrastructure. In that way, it's easier to control the whole network. This differs from the older network structure, which is hierarchical. This image shows the difference between the SDN and hierarchical structure.\n\nAs you can see, the forward layer (which handles the traffic) and the control layers are separated in an SDN structure.\nBecause there's so much more data being used in our society, because networks become more and more complex, and because we all expect networks to perform better, a hierarchical structure is becoming more and more something of the past.\nSDNs give much more flexibility and control because you can adapt centrally. This means that the whole network becomes directly programmable, instead of all the separate parts individually. This saves a lot of time, of course, and makes sure that updates can be more easily deployed. It makes SDN somewhat similar to cloud computing.\nCloudflare itself gives a great analogy between SDN and hierarchical networking:\n\n Think of the difference between typing an essay on a typewriter and typing it in a word processing application: Any changes to the typewritten essay mean it has to be retyped, while a word processing document can be revised endlessly. Similarly, SDN technology lets admins reconfigure their networks from a computer, instead of continually plugging and unplugging cables and devices.\n\nEdge computing\nThe difference between Cloudflare and the competition is in how it has constructed the architecture of its POPs (points of presence, the servers that are distributed around the world) and especially the networks in between those POPs. Cloudflare has a structure that makes the network between its POPs programmable too, so-called edge computing.\nEdge computing is especially important for the Internet of Things or IoT. These devices generate a huge amount of data. Cloud computing as we know it works great but not for the IoT data flood. IoT devices are easily hackable for example, but there are also performance problems.\nBesides those problems, what do you do with the huge amount of data? One solution is to store it in huge data lakes and that's why there is so much excitement around a company like Snowflake (SNOW) for example. But edge computing is better for IoT solutions. It can handle and store the data on the device that generated it and let them interact:\n\nCloudflare may have fewer POPs but they are built from the ground up as SDN architectures and they are much more powerful, which gives it the flexibility and customizability to have really powerful edge computing.\nCompetition from the big boys\nFor the legacy players, Akamai in the first place, but also Amazon, Google, and Microsoft's it's not simple to change their whole infrastructure. Akamai, with its 1,500 POPs and 300,000 servers now has a disadvantage because of that size. It's virtually impossible to start all over again. Akamai, Microsoft, Google and Amazon are all developing their own edge computing capabilities but because of their architectural disadvantages, their edge computing won't perform like that of Cloudflare. Because of Cloudflare's SDN structure, which is much more programmable and flexible, customers have much more control over the entire network, globally, instead of the individual POPs. That's a huge competitive advantage.\nCloudflare foresaw the SDN revolution in CDNs and that's why it has made its servers much more powerful and it needs much fewer POPs than the legacy players in this field. The POPs are much better interconnected too. Cloudflare's co-founder Lee Holloway,that tragic computer genius, has laid the foundations for Cloudflare's flexible architecture and that's why Cloudflare's network has the structure and capabilities it has now.\nAmazon's Jeff Bezos has been known to say: \"Your profit margin is my opportunity.\" It seems that Matthew Prince now thinks the same about Amazon's AWS and he's not afraid to show it, in this tweet for example:\n\nThe moat and applications\nBy being a programmable network, Cloudflare can make the typical extra applications of a CDN network faster and especially smarter. I understand that this is vague and that's why I will give some applications that are a consequence of this.\n\ntraffic routing: the network can automatically detect and avoid problem areas, outages, DDoS attacks, etc.\nchoosing the best distribution form automatically (cloud, on-prem, multi-cloud)\nmaking smart routing decisions based on the content form (files, pictures, video, gaming), the location of the end-user, which device is used, etc.\n\nThese are just some examples. There are more and with 5G on the horizon, this will only accelerate. There are so many future-oriented solutions that need high-speed internet and big data handling. Again, a few examples.\nAutonomous vehicles need to decide in a fraction of a second to stop for an unforeseen maneuver from another car. Ideally, these cars can communicate with each other to avoid collisions but you don't want latency there. Traffic could be much more distributed too, in the way that data traffic is distributed, for example.\nThe edge could also be crucial for health devices to have constant and fast internet. If someone is monitored for heart problems and his heart fails, every second can mean the difference between life and death. Or think of autonomous robot surgery possibilities. Faster really means better and the edge is faster (and cheaper).\nBut most of all, the edge will be used for IoT. I know from somebody who works at the computer department of Coca-Cola UK for example that all of their fridges are connected to the edge cloud. They can all be controlled centrally. If one doesn't work, if the temperature of all of them has to be adapted, if one uses more electricity, this can all be seen.\nCloudflare can easily shift strategies because of its lean and flexible underlying structure. Cloudflare opened up its network for 3rd party developers in June of 2017. This is how Matthew Prince, Cloudflare's CEO,announced it:\n\n Prior to today, if you wanted to write code that took full advantage of Cloudflare's global network you needed to be a Cloudflare employee. Our team is able to run code on thousands of servers in hundreds of locations around the world and modify our customers' packets as they flow through our network in order to make their web site, application, or API faster and more secure. Today, we open that access to the rest of the world.\n\nThis led to edge computing. Cloudflare already rolled out Cloudflare Workers in 2017. This is what Matthew Prince, Cloudflare's CEO,wrote about Workers a year ago:\n\n We announced Cloudflare Workers nearly three years ago and it's been generally available for the last two years. Over that time, we've seen hundreds of thousands of developers write tens of millions of lines of code that now run across Cloudflare's network.\n\n\n Just last quarter, 20,000 developers deployed for the first time a new application using Cloudflare Workers.\n\nFastly has launched Compute@Edge recently too, its edge computing platform. An edge cloud platform exists between the IoT devices and the serversandbetween the servers themselves.\n\nWhile speed was seen as the killer application at first, Matthew Prince has changed his mind from the reality that he sees. He calls it Matthew's Hierarchy of Developers' Needs:\n\nThe beginning of a new era in computing\nThis is the beginning of a new era of computing and there are many ways in which this could develop. CDNs aren't just meant for fast distribution and security anymore but it becomes a completely programmable network on their own.\nCloudflare clearly has the lead and the first-mover advantage and it is almost impossible for CDNs such as Akamai or Limelight Networks (LLNW) to overtake our Potential Multibaggers for years and years because of their hierarchical structure. Although Amazon and Akamai already have some edge computing capabilities, it won't have the powerful programming capabilities Cloudflare's edge computing because the edge servers are not directly connected to each other.\nEdge computing could become, over time, as big as cloud computing now and it will probably take away a part of the market of AWS, Azure and others. Not that those will shrink. The explosion of data will make that most IoT data will never leave the edge. That will become more than half of all data. For requests, this will be even much more.\nThis transforms all that Cloudflare offers right now, including CDN, into an application, one of the many to come. And that's what is so exciting about this company. The market of edge computing is impossible to calculate as we can't even imagine what the applications will be. Cloudflare will continue to roll out new applications and its customers can build new applications too, just as they can on AWS, for example.\nConclusion\nIn this article, I tried to explain the competitive advantage that Cloudflare has over the big players in this field. Of course, there is much more to know about the technological advancements in this space but I wanted to give you an overview of the industry and why Cloudflare has a competitive advantage.\nThis opportunity is simply too big and companies like Amazon, Microsoft and Google will definitely play an important role in this market. But because of its architectural advantage, Cloudflare prevails when it comes to quality and speed. The optionality of its programmable network is much higher than that of other players.\nIn the meantime, keep growing!","news_type":1,"symbols_score_info":{"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158273758,"gmtCreate":1625153072074,"gmtModify":1633944177599,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"Help like pls","listText":"Help like pls","text":"Help like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158273758","repostId":"1165885611","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168338404,"gmtCreate":1623949657908,"gmtModify":1634025330312,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"Business imitation that might potentially lead to further monopolising","listText":"Business imitation that might potentially lead to further monopolising","text":"Business imitation that might potentially lead to further monopolising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168338404","repostId":"2144742672","repostType":4,"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168331468,"gmtCreate":1623949605654,"gmtModify":1634025331241,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168331468","repostId":"2144742686","repostType":4,"repost":{"id":"2144742686","kind":"news","pubTimestamp":1623942840,"share":"https://ttm.financial/m/news/2144742686?lang=&edition=full","pubTime":"2021-06-17 23:14","market":"us","language":"en","title":"U.S. leading indicator points to further economic recovery in May","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742686","media":"StreetInsider","summary":"(Reuters) - A gauge of future U.S. economic activity increased for the third consecutive month in Ma","content":"<p>(Reuters) - A gauge of future U.S. economic activity increased for the third consecutive month in May, suggesting the economy continued to recover from the recession caused by the novel coronavirus outbreak.</p>\n<p>The Conference Board on Thursday said its index of leading economic indicators (LEI) rose 1.3% last month to 114.5, topping its previous peak reached in January 2020. That was in line with economists' expectations, according to a Reuters poll.</p>\n<p>\"Strengths among the leading indicators were widespread, with initial claims for unemployment insurance making the largest positive contribution to the index; housing permits made this month’s only negative contribution,\" said Ataman Ozyildirim, senior director of economic research at The Conference Board in Washington.</p>\n<p>The LEI's coincident index, a measure of current economic conditions, rose for the third consecutive month by 0.4% in May after increasing 0.3% in April.</p>\n<p>But the lagging index declined 2.2% last month after gaining 3.0% in April.</p>","source":"highlight_streetinsider","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>U.S. leading indicator points to further economic recovery in May</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\">\nU.S. leading indicator points to further economic recovery in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18572846><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - A gauge of future U.S. economic activity increased for the third consecutive month in May, suggesting the economy continued to recover from the recession caused by the novel coronavirus ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18572846\">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.streetinsider.com/dr/news.php?id=18572846","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742686","content_text":"(Reuters) - A gauge of future U.S. economic activity increased for the third consecutive month in May, suggesting the economy continued to recover from the recession caused by the novel coronavirus outbreak.\nThe Conference Board on Thursday said its index of leading economic indicators (LEI) rose 1.3% last month to 114.5, topping its previous peak reached in January 2020. That was in line with economists' expectations, according to a Reuters poll.\n\"Strengths among the leading indicators were widespread, with initial claims for unemployment insurance making the largest positive contribution to the index; housing permits made this month’s only negative contribution,\" said Ataman Ozyildirim, senior director of economic research at The Conference Board in Washington.\nThe LEI's coincident index, a measure of current economic conditions, rose for the third consecutive month by 0.4% in May after increasing 0.3% in April.\nBut the lagging index declined 2.2% last month after gaining 3.0% in April.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161309453,"gmtCreate":1623903360772,"gmtModify":1634026078256,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"Appl &amp; bac are overpriced just by looking at its p/e ratio","listText":"Appl &amp; bac are overpriced just by looking at its p/e ratio","text":"Appl & bac are overpriced just by looking at its p/e ratio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161309453","repostId":"2143379379","repostType":4,"repost":{"id":"2143379379","kind":"highlight","pubTimestamp":1623893744,"share":"https://ttm.financial/m/news/2143379379?lang=&edition=full","pubTime":"2021-06-17 09:35","market":"us","language":"en","title":"These 10 Stocks Make Up 85% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2143379379","media":"Motley Fool","summary":"Diversification isn't necessary if you know what you're doing, according to the Oracle of Omaha.","content":"<p>If you've ever wondered why <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!</p>\n<p>What's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.</p>\n<p>Another source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/601f21f3cc2f9e5524bd5d613063faa2\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>1. Apple: $115.6 billion</h2>\n<p>Tech kingpin <b>Apple</b> (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.</p>\n<h2>2. Bank of America: $43.2 billion</h2>\n<p>Bank stocks have long been Buffett's favorite place to put Berkshire's money work. <b>Bank of America</b> (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed3e6a16841306014bf0cfc3b1697b23\" tg-width=\"700\" tg-height=\"466\"><span>Image source: American <a href=\"https://laohu8.com/S/EXPR\">Express</a>.</span></p>\n<h2>3. American Express: $24.9 billion</h2>\n<p>Payment processor and lender <b>American Express</b> (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.</p>\n<h2>4. Coca-Cola: $22.5 billion</h2>\n<p>Speaking of long-tenured holdings, beverage behemoth <b>Coca-Cola</b> (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc21d6aabfd53f63ded95ae16cbd64e1\" tg-width=\"700\" tg-height=\"468\"><span>Image source: Getty Images.</span></p>\n<h2>5. Kraft Heinz: $14.1 billion</h2>\n<p>There's little question that <b>Kraft Heinz</b> (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.</p>\n<h2>6. Verizon Communications: $9.1 billion</h2>\n<p>Telecommunications giant <b>Verizon</b> (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably <a href=\"https://laohu8.com/S/AONE\">one</a> of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>7. U.S. Bancorp: $8.7 billion</h2>\n<p>Next to BofA, <b>U.S. Bancorp</b> (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.</p>\n<h2>8. Moody's: $8.5 billion</h2>\n<p>Credit agency and analytics company <b>Moody's</b> (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>9. BYD: $6.2 billion</h2>\n<p>Back in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY)&nbsp;for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors <b>NIO</b>&nbsp;and <b>XPeng</b>&nbsp;delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.</p>\n<h2>10. DaVita: $4.4 billion</h2>\n<p>Rounding out the top 10 is kidney dialysis services company <b>DaVita</b> (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Stocks Make Up 85% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 85% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","USB":"美国合众银行","VZ":"Verizon Comms","AAPL":"苹果","BYDDY":"比亚迪ADR","BAC":"美国银行","MCO":"穆迪","BRK.A":"伯克希尔","AXP":"美国运通","KHC":"卡夫亨氏","DVA":"达维塔保健","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/16/10-stocks-make-up-85-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143379379","content_text":"If you've ever wondered why Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett's name gets brought up so much on Wall Street, it's because of his impressive investing track record. Buffett isn't infallible, but he's delivered an annual average return of 20% since the mid-1960s for his shareholders. In aggregate, we're talking about a return of more than 2,800,000%!\nWhat's even more amazing is that Buffett hasn't done anything the average investors couldn't do to net these huge gains. He focuses on a few sectors and industries that interest him, buys companies with clear-cut competitive advantages, and most importantly hangs onto those stakes for a very long time.\nAnother source of Buffett's success is concentration. The Oracle of Omaha doesn't believe diversification is necessary if you know what you're doing. This is readily apparent in Berkshire Hathaway's $302.6 billion investment portfolio. As of this past weekend, 85% of Berkshire's invested assets ($257.3 billion) were tied up in only 10 stocks.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\n1. Apple: $115.6 billion\nTech kingpin Apple (NASDAQ:AAPL) makes up about 38% of Warren Buffett's portfolio by itself and has been dubbed \"Berkshire's third business\" by the Oracle of Omaha. Apple offers some of the strongest branding in the world, is the clear leader in smartphones in the U.S., and has been pivoting to higher-margin services under the leadership of CEO Tim Cook. Though iPhone sales remain Apple's top product, services becoming a larger percentage of total sales will help remove the revenue lumpiness associated with new product launches.\n2. Bank of America: $43.2 billion\nBank stocks have long been Buffett's favorite place to put Berkshire's money work. Bank of America (NYSE:BAC) is Berkshire's unquestioned largest bank holding, with more than 14% of invested assets. Bank of America has done an excellent job of controlling its noninterest expenses by consolidating branches and emphasizing digital banking. It's also in line to benefit more than any other money-center bank from an eventual rise in interest rates.\nImage source: American Express.\n3. American Express: $24.9 billion\nPayment processor and lender American Express (NYSE:AXP) is Buffett's third-largest and third-longest-held stock. After 28 years of holding AmEx, Berkshire Hathaway's position has grown to almost $25 billion in value. This is a cyclical company that benefits from long periods of economic expansion, as well as its ability to attract affluent clientele. These well-to-do clients are less likely to change their spending habits when economic hiccups arise, which often means less worry about credit delinquencies for AmEx.\n4. Coca-Cola: $22.5 billion\nSpeaking of long-tenured holdings, beverage behemoth Coca-Cola (NYSE:KO) is the longest-held stock in Buffett's portfolio (33 years). Coca-Cola operates in all but two countries worldwide (North Korea and Cuba) and has more than 20 brands generating at least $1 billion in annual sales. Thanks to its top-notch marketing team, it's also the best-known consumer goods brand. Coke has holiday tie-ins, has allied itself with well-known brand ambassadors, and is embracing digital advertising and social media as a way to get its message to a younger generation.\nImage source: Getty Images.\n5. Kraft Heinz: $14.1 billion\nThere's little question that Kraft Heinz (NASDAQ:KHC) is the oddball holding in Buffett's top 10. That's because Buffett admits to Heinz overpaying for Kraft Foods, and the combined company largely underperforming in recent years. This includes a greater than $15 billion goodwill writedown in 2019. While the pandemic has helped boost demand for packaged foods, Kraft Heinz's balance sheet is still bogged down by high debt levels and goodwill. In short, Berkshire Hathaway is sort of stuck with its 325.6 million shares.\n6. Verizon Communications: $9.1 billion\nTelecommunications giant Verizon (NYSE:VZ) is a fairly recent addition to Berkshire Hathaway's portfolio, although it's been bought hand over fist in the previous two quarters by Buffett and his team. The lure of Verizon is likely its 4.4% dividend yield, which is arguably one of the safest high-yield payouts on the planet. What's more, Verizon should benefit immensely from the rollout of 5G infrastructure. It's been a decade since the last major upgrade to download speeds, which suggests that a multiyear tech upgrade cycle will lead to higher-margin data consumption.\nImage source: Getty Images.\n7. U.S. Bancorp: $8.7 billion\nNext to BofA, U.S. Bancorp (NYSE:USB) is Buffett's favorite bank stock. It's a company that regularly trades at a premium to its book value -- and for good reason. U.S. Bancorp has seen its users embrace technology, with the percentage of consumer loans completed digitally skyrocketing over the past two years. Being able to consolidate its physical branches, while also avoiding riskier derivative investments that have gotten U.S. money-center banks in trouble, has helped U.S. Bancorp to some of the highest return on assets among big banks.\n8. Moody's: $8.5 billion\nCredit agency and analytics company Moody's (NYSE:MCO) is yet another top-10 holding that's been held for longer than two decades. With an initial cost basis of just over $10, Berkshire Hathaway is sitting on an unrealized gain of better than 3,300% -- and this isn't accounting for dividends. Historically low lending rates have kept Moody's credit rating segment busy, while volatile trading markets are boosting demand for Moody's analytics. It's hard to envision Buffett ever selling this stake.\nImage source: Getty Images.\n9. BYD: $6.2 billion\nBack in 2008, Buffett acquired 225 million shares of China-based electric-vehicle (EV) manufacturer BYD (OTC:BYDDY) for $1.03 a share (it closed this past week at $27.65 a share). In March, BYD sold 16,301 EVs, which is more than higher-profile competitors NIO and XPeng delivered on a combined basis in the same month. With the Society of Automotive Engineers of China forecasting that half of all new vehicles sales in 2035 will be powered by alternative energy, BYD is in pole position to disrupt the largest auto market in the world.\n10. DaVita: $4.4 billion\nRounding out the top 10 is kidney dialysis services company DaVita (NYSE:DVA). Buffett's fascination with the company is likely a numbers play. Over time, an aging U.S. population is going to become more reliant on kidney dialysis services for maintenance purposes. As the clear leader in providing these services, DaVita should see a steady uptick in demand and reimbursement for its services. This patient long-term thesis perfectly embodies the Buffett investing ethos.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AXP":0.9,"BAC":0.9,"BRK.A":0.9,"BRK.B":0.9,"BYDDY":0.9,"DVA":0.9,"KHC":0.9,"KO":0.9,"MCO":0.9,"USB":0.9,"VZ":0.9}},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161977530,"gmtCreate":1623903300320,"gmtModify":1634026079533,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"It’s too overpriced even for it’s progress","listText":"It’s too overpriced even for it’s progress","text":"It’s too overpriced even for it’s progress","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161977530","repostId":"1117650695","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194824602,"gmtCreate":1621356586106,"gmtModify":1634192164764,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"Yes hold great companies","listText":"Yes hold great companies","text":"Yes hold great companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194824602","repostId":"1102820235","repostType":4,"repost":{"id":"1102820235","kind":"news","pubTimestamp":1621350672,"share":"https://ttm.financial/m/news/1102820235?lang=&edition=full","pubTime":"2021-05-18 23:11","market":"us","language":"en","title":"What Berkshire Hathaway’s Latest Filing Tells Us About Warren Buffett’s View on Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1102820235","media":"Barrons","summary":"Warren Buffett likes to say his preferred holding period for businesses is forever, but when it come","content":"<p>Warren Buffett likes to say his preferred holding period for businesses is forever, but when it comes to stocks, he is more willing to trade.</p>\n<p>Berkshire Hathaway&nbsp;(ticker: BRK.A, BRK.B)&nbsp;disclosed on Monday&nbsp;that it had largely eliminated its remaining holding in&nbsp;Wells Fargo&nbsp;(WFC), cut back its stake in&nbsp;Chevron&nbsp;(CVX) by more than 50%, to 23.7 million shares, and reduced an investment in&nbsp;Merck&nbsp;(MRK) by 37%, to 17.9 million shares, according to itsquarterly 13-F filing.</p>\n<p>The Chevron sale is notable because&nbsp;Berkshire accumulated a position of 48.5 million shares relatively recently, in the second half of 2020, making Chevron Berkshire’s second largest new equity investment of the year, behind only&nbsp;Verizon Communications&nbsp;(VZ). The Merck holding also was accumulated in 2020.</p>\n<p>Berkshire was&nbsp;even granted confidentiality&nbsp;by the Securities and Exchange Commission and didn’t have to disclose its Chevron holding at the end of the third quarter as Berkshire was building its position.</p>\n<p>There was little or no change in most of Berkshire’s equity portfolio, totaling almost $300 billion, which is overseen by CEO Buffett. He has not been enamored of stocks, preferring to use Berkshire’s ample cash flow to repurchase Berkshire shares.</p>\n<p>The company was a net seller of $4 billion of stocks in the first quarter,according to its 10-Q report. Its only sizable new purchase was nearly $1 billion ofAon(AON), the insurance broker. Berkshire was a net seller of $8 billion of stocks in 2020, while it bought back almost $25 billion of its own shares.</p>\n<p>There also had been speculation that an institutional buyer had been accumulating Berkshire’s supervoting class A stock in the first quarter, given the elevated volume in shares that typically trade lightly. But no large buyer was evident in the 13-F filings.</p>\n<p>CEO Buffett defended the Chevron investment at Berkshire’s annual meeting on May 1. Many socially responsible investors are uncomfortable owning companies that produce fossil fuels.</p>\n<p>“Chevron is not an evil company in the least,”Buffett told shareholders. “And I have no compunction about owning -- in the least about owning Chevron. And if we own the entire business, I would not feel uncomfortable about being in that business.”</p>\n<p>Berkshire probably realized a nice profit on its Chevron holding. The stock rallied in the first quarter to $105, from $85, compared with Berkshire’s cost of $83 a share.</p>\n<p>Last year, Berkshire steadily reduced its formerly large holding in Wells Fargo that had totaled 345 million shares at the end of 2019.</p>\n<p>Buffett was a longtime fan of Wells Fargo and Berkshire had held the bank’s stock for 30 years. Berkshire sold down its stake to just 675,000 shares on March 31 from about 52 million at year-end 2020.</p>\n<p>Wells Fargo has been one of several sales by Berkshire of bank stocks in recent quarters as it unloaded holdings of&nbsp;JPMorgan Chase&nbsp;(JPM) and&nbsp;Goldman Sachs Group&nbsp;(GS) in 2020. Its largest bank position is now a billion-share holding in&nbsp;Bank of America&nbsp;(BAC) worth over $40 billion.</p>\n<p>In selling the banks, Berkshire has missed out on big gains&nbsp;as the sector has rallied, probably leaving more than $10 billion on the table,<i>Barron’s</i>estimates. Wells Fargo shares have more than doubled since early November to $47.</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>What Berkshire Hathaway’s Latest Filing Tells Us About Warren Buffett’s View on Stocks</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\">\nWhat Berkshire Hathaway’s Latest Filing Tells Us About Warren Buffett’s View on Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 23:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/what-berkshire-hathaways-latest-filing-tells-us-about-warren-buffetts-view-on-stocks-51621350033?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett likes to say his preferred holding period for businesses is forever, but when it comes to stocks, he is more willing to trade.\nBerkshire Hathaway (ticker: BRK.A, BRK.B) disclosed on ...</p>\n\n<a href=\"https://www.barrons.com/articles/what-berkshire-hathaways-latest-filing-tells-us-about-warren-buffetts-view-on-stocks-51621350033?mod=RTA\">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/what-berkshire-hathaways-latest-filing-tells-us-about-warren-buffetts-view-on-stocks-51621350033?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102820235","content_text":"Warren Buffett likes to say his preferred holding period for businesses is forever, but when it comes to stocks, he is more willing to trade.\nBerkshire Hathaway (ticker: BRK.A, BRK.B) disclosed on Monday that it had largely eliminated its remaining holding in Wells Fargo (WFC), cut back its stake in Chevron (CVX) by more than 50%, to 23.7 million shares, and reduced an investment in Merck (MRK) by 37%, to 17.9 million shares, according to itsquarterly 13-F filing.\nThe Chevron sale is notable because Berkshire accumulated a position of 48.5 million shares relatively recently, in the second half of 2020, making Chevron Berkshire’s second largest new equity investment of the year, behind only Verizon Communications (VZ). The Merck holding also was accumulated in 2020.\nBerkshire was even granted confidentiality by the Securities and Exchange Commission and didn’t have to disclose its Chevron holding at the end of the third quarter as Berkshire was building its position.\nThere was little or no change in most of Berkshire’s equity portfolio, totaling almost $300 billion, which is overseen by CEO Buffett. He has not been enamored of stocks, preferring to use Berkshire’s ample cash flow to repurchase Berkshire shares.\nThe company was a net seller of $4 billion of stocks in the first quarter,according to its 10-Q report. Its only sizable new purchase was nearly $1 billion ofAon(AON), the insurance broker. Berkshire was a net seller of $8 billion of stocks in 2020, while it bought back almost $25 billion of its own shares.\nThere also had been speculation that an institutional buyer had been accumulating Berkshire’s supervoting class A stock in the first quarter, given the elevated volume in shares that typically trade lightly. But no large buyer was evident in the 13-F filings.\nCEO Buffett defended the Chevron investment at Berkshire’s annual meeting on May 1. Many socially responsible investors are uncomfortable owning companies that produce fossil fuels.\n“Chevron is not an evil company in the least,”Buffett told shareholders. “And I have no compunction about owning -- in the least about owning Chevron. And if we own the entire business, I would not feel uncomfortable about being in that business.”\nBerkshire probably realized a nice profit on its Chevron holding. The stock rallied in the first quarter to $105, from $85, compared with Berkshire’s cost of $83 a share.\nLast year, Berkshire steadily reduced its formerly large holding in Wells Fargo that had totaled 345 million shares at the end of 2019.\nBuffett was a longtime fan of Wells Fargo and Berkshire had held the bank’s stock for 30 years. Berkshire sold down its stake to just 675,000 shares on March 31 from about 52 million at year-end 2020.\nWells Fargo has been one of several sales by Berkshire of bank stocks in recent quarters as it unloaded holdings of JPMorgan Chase (JPM) and Goldman Sachs Group (GS) in 2020. Its largest bank position is now a billion-share holding in Bank of America (BAC) worth over $40 billion.\nIn selling the banks, Berkshire has missed out on big gains as the sector has rallied, probably leaving more than $10 billion on the table,Barron’sestimates. Wells Fargo shares have more than doubled since early November to $47.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9,"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194824010,"gmtCreate":1621356536830,"gmtModify":1634192165245,"author":{"id":"3567811008638662","authorId":"3567811008638662","name":"Rachelwht","avatar":"https://static.tigerbbs.com/84de3dc6cb213c756733512bcdfc3bcc","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567811008638662","authorIdStr":"3567811008638662"},"themes":[],"htmlText":"They are both great business, however Apple is at a historically high pe ratio","listText":"They are both great business, however Apple is at a historically high pe ratio","text":"They are both great business, however Apple is at a historically high pe ratio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194824010","repostId":"1189117782","repostType":4,"isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}