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- cspoh89cspoh89
  ·2021-07-07
  $Skyworks Solutions(SWKS)$closeee
  1,541 评论
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- cspoh89cspoh89
  ·2021-07-03
  $Skyworks Solutions(SWKS)$sky
  1,922 评论
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- cspoh89cspoh89
  ·2021-07-01
  1.88......usd
  1,015 评论
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- cspoh89cspoh89
  ·2021-06-30
  Really?
  非常抱歉，此主贴已删除
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- cspoh89cspoh89
  ·2021-06-30
  Hydrogen fusion still need fuel bro
  Plug Power Stock Gets a New Buy Rating Because Hydrogen Tech Is Key
  The hydrogen economy can help wean the world off carbon-based fossil fuels such as oil and coal. Plu
  Plug Power Stock Gets a New Buy Rating Because Hydrogen Tech Is Key
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- cspoh89cspoh89
  ·2021-06-30
  [开心] [开心]
  fuboTV: Very Attractive Investment, Here's Why
  Summary fuboTV is better than it appears on the surface. All the good and bad points addressed. Why
  fuboTV: Very Attractive Investment, Here's Why
  2,516 评论
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- cspoh89cspoh89
  ·2021-06-30
  Go or no go?
  1,074 评论
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- cspoh89cspoh89
  ·2021-06-30
  $HP Inc(HPQ)$keep going !
  948 评论
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- cspoh89cspoh89
  ·2021-06-29
  $Skyworks Solutions(SWKS)$huat ah
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- cspoh89cspoh89
  ·2021-06-28
  $Skyworks Solutions(SWKS)$aim for the sky
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href=\"https://laohu8.com/S/SWKS\">$Skyworks Solutions(SWKS)$</a>closeee","listText":"<a href=\"https://laohu8.com/S/SWKS\">$Skyworks Solutions(SWKS)$</a>closeee","text":"$Skyworks Solutions(SWKS)$closeee","images":[{"img":"https://static.tigerbbs.com/785b38db9ec93496672218e54b1d4a36","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140400166","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":152224720,"gmtCreate":1625300085360,"gmtModify":1631887102679,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"<a 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Solutions(SWKS)$sky","images":[{"img":"https://static.tigerbbs.com/ccff924a0959faf864c97b9993c29ee7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152224720","isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":158056989,"gmtCreate":1625115688041,"gmtModify":1631890215749,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"1.88......usd","listText":"1.88......usd","text":"1.88......usd","images":[{"img":"https://static.tigerbbs.com/695a46aa77293ddcc8a8492951a2c4e6","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158056989","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151324928,"gmtCreate":1625064612964,"gmtModify":1631890215764,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151324928","repostId":"1150186389","repostType":4,"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151326138,"gmtCreate":1625064535124,"gmtModify":1631890215777,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"Hydrogen fusion still need fuel bro","listText":"Hydrogen fusion still need fuel bro","text":"Hydrogen fusion still need fuel bro","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151326138","repostId":"1123014745","repostType":4,"repost":{"id":"1123014745","kind":"news","pubTimestamp":1625063808,"share":"https://www.laohu8.com/m/news/1123014745?lang=&edition=full","pubTime":"2021-06-30 22:36","market":"us","language":"en","title":"Plug Power Stock Gets a New Buy Rating Because Hydrogen Tech Is Key","url":"https://stock-news.laohu8.com/highlight/detail?id=1123014745","media":"Barrons","summary":"The hydrogen economy can help wean the world off carbon-based fossil fuels such as oil and coal. Plu","content":"<p>The hydrogen economy can help wean the world off carbon-based fossil fuels such as oil and coal. Plug Power stock is one of the best ways to play the shift, according to RBC.</p>\n<p>Wednesday, analyst Joseph Spak launched coverage of Plug Power (ticker: PLUG) with a Buy rating and $42 price target. Plug stock was up 0.4% at $34.21 in early trading on Wednesday. Futures on the S&amp;P 500 and Dow Jones Industrial Average were flat.</p>\n<p>Plug Power makes fuel cells that can run on hydrogen gas. Hydrogen doesn’t generate any carbon dioxide, the main gas blamed for climate change, when burned or used in a fuel cell to generate electricity. Plug Power’s core market is fork lifts, but it aims to expand into other areas, such as heavy-duty trucking, where its fuel cells could be used. Electrolyzer manufacturing and hydrogen production are additional long-term focuses.</p>\n<p>Electrolyzers can make hydrogen and oxygen gas by passing electricity through water. If the electricity comes from renewable power such as solar, then essentially no carbon dioxide is generated anywhere along the hydrogen value chain.</p>\n<p>“Hydrogen is increasingly viewed as a key pillar of de-carbonization strategies worldwide,” wrote Spak in his initiation report. “With a lot of investment and government support, we believe a multi-decade hydrogen transition can occur.”</p>\n<p>That is good news for Plug Power. But the stock reflects a lot of good news already. The company trades for about 18 times Spak’s estimated annual sales. “The market has looked to Plug as a proxy for hydrogen economy growth,” Spak said. “But the growth is significant, which helps justify the valuation.”</p>\n<p>His $42 price target is based in part on a discounted cash flow model, which projects cash flows far into the future, as well as a 35 times multiple on the Ebitda of $537 million he projects for 2025. In 2021, Plug is projected to have negative Ebitda—earnings before interest, taxes, depreciation and amortization—and about $85 million in Ebitda in 2022.</p>\n<p>Despite the high valuation, Plug remains a popular stock on Wall Street. With the new Buy rating, two-thirds, or 67%, of analyst covering the stock rate the shares at Buy. The&nbsp;average&nbsp;Buy-rating ratio for stocks in the S&amp;P 500 is roughly 55%.</p>\n<p>At about $45 a share, the average analyst&nbsp;price target&nbsp;is a little higher than Spak’s call of $42. With shares at about $35, however, both figures imply ample upside for investors.</p>\n<p>Coming into Wednesday trading, Plug stock was up less than 1% year to date, but the stock gained 973% in 2020.</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>Plug Power Stock Gets a New Buy Rating Because Hydrogen Tech Is Key</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\">\nPlug Power Stock Gets a New Buy Rating Because Hydrogen Tech Is Key\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/plug-power-stock-buy-rating-hydrogen-power-51625061264?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The hydrogen economy can help wean the world off carbon-based fossil fuels such as oil and coal. Plug Power stock is one of the best ways to play the shift, according to RBC.\nWednesday, analyst Joseph...</p>\n\n<a href=\"https://www.barrons.com/articles/plug-power-stock-buy-rating-hydrogen-power-51625061264?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":{"PLUG":"普拉格能源"},"source_url":"https://www.barrons.com/articles/plug-power-stock-buy-rating-hydrogen-power-51625061264?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123014745","content_text":"The hydrogen economy can help wean the world off carbon-based fossil fuels such as oil and coal. Plug Power stock is one of the best ways to play the shift, according to RBC.\nWednesday, analyst Joseph Spak launched coverage of Plug Power (ticker: PLUG) with a Buy rating and $42 price target. Plug stock was up 0.4% at $34.21 in early trading on Wednesday. Futures on the S&P 500 and Dow Jones Industrial Average were flat.\nPlug Power makes fuel cells that can run on hydrogen gas. Hydrogen doesn’t generate any carbon dioxide, the main gas blamed for climate change, when burned or used in a fuel cell to generate electricity. Plug Power’s core market is fork lifts, but it aims to expand into other areas, such as heavy-duty trucking, where its fuel cells could be used. Electrolyzer manufacturing and hydrogen production are additional long-term focuses.\nElectrolyzers can make hydrogen and oxygen gas by passing electricity through water. If the electricity comes from renewable power such as solar, then essentially no carbon dioxide is generated anywhere along the hydrogen value chain.\n“Hydrogen is increasingly viewed as a key pillar of de-carbonization strategies worldwide,” wrote Spak in his initiation report. “With a lot of investment and government support, we believe a multi-decade hydrogen transition can occur.”\nThat is good news for Plug Power. But the stock reflects a lot of good news already. The company trades for about 18 times Spak’s estimated annual sales. “The market has looked to Plug as a proxy for hydrogen economy growth,” Spak said. “But the growth is significant, which helps justify the valuation.”\nHis $42 price target is based in part on a discounted cash flow model, which projects cash flows far into the future, as well as a 35 times multiple on the Ebitda of $537 million he projects for 2025. In 2021, Plug is projected to have negative Ebitda—earnings before interest, taxes, depreciation and amortization—and about $85 million in Ebitda in 2022.\nDespite the high valuation, Plug remains a popular stock on Wall Street. With the new Buy rating, two-thirds, or 67%, of analyst covering the stock rate the shares at Buy. The average Buy-rating ratio for stocks in the S&P 500 is roughly 55%.\nAt about $45 a share, the average analyst price target is a little higher than Spak’s call of $42. With shares at about $35, however, both figures imply ample upside for investors.\nComing into Wednesday trading, Plug stock was up less than 1% year to date, but the stock gained 973% in 2020.","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151328113,"gmtCreate":1625064497832,"gmtModify":1631890215791,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151328113","repostId":"1134150963","repostType":4,"repost":{"id":"1134150963","kind":"news","pubTimestamp":1625064184,"share":"https://www.laohu8.com/m/news/1134150963?lang=&edition=full","pubTime":"2021-06-30 22:43","market":"us","language":"en","title":"fuboTV: Very Attractive Investment, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1134150963","media":"seekingalpha","summary":"Summary\n\nfuboTV is better than it appears on the surface.\nAll the good and bad points addressed.\nWhy","content":"<p><b>Summary</b></p>\n<ul>\n <li>fuboTV is better than it appears on the surface.</li>\n <li>All the good and bad points addressed.</li>\n <li>Why this stock is worthwhile buying at $5 billion market cap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f2563184ea9ee46114542c54910c35\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>mikkelwilliam/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>As I noted to my Marketplace&nbsp;members, fuboTV (FUBO) is a highly misunderstood company. It's much more than an unprofitable streaming platform. It's an all-encompassing data, streaming, advertising, and betting company.</p>\n<p>There's a lot of bad news thrown at fuboTV by those that are intent on misunderstanding the opportunity. Stay with me, as I attempt to, in a balanced manner, note the good and the bad about fuboTV.</p>\n<p><b>What's fuboTV?</b></p>\n<p>fuboTV is a 6-year-old company. It's a streaming platform at its core. But it also has some interesting side units being deployed. What attracts subscribers to its platform in the first instance is its streaming for live sports events.</p>\n<p>However, this side of the business will realistically never be profitable. For the foreseeable future, fuboTV has to acquire the rights from ESPN (DIS) and Comcast (CMCSA).</p>\n<p>Simply said, the rights to acquire the sporting content are so high, as obviously ESPN and others don't want to lose any unit economics by having subscribers fleeing away from their own platform. So the price for the content is prohibitively high.</p>\n<p>So what everyone has come to understand is that fuboTV's streaming business will never be meaningfully profitable,<i>and that's as far as everyone is willing to look.</i></p>\n<p>What investors are failing to understand is that fuboTV's streaming operation<i>is a customer acquisition strategy</i>. It offers high-resolution live sporting streaming so that it can not<i>only benefit from the ''cord-cutting''</i>tailwinds as households churn out of pay-TV services but can also show subscribers ads.</p>\n<p>This side of the operation,<i>the data-driven advertising segment</i>, is the segment that will in time drive fuboTV's profitability. I'm referring to the programmatic advertising platform. This is incredibly profitable compared with direct ad spend.</p>\n<p>So many investors miss that. And those that do vaguely understand its advertising segment, and how it compares with Roku (ROKU), go on to proclaim that this is only 12% of the business and that it won't ever be a needle-moving segment for fuboTV.</p>\n<p>Again, this misses the fact that fuboTV's advertising segment is growing at such a rapid clip. During its most recent quarter, fuboTV's advertising segment was up 206% y/y. Even as fuboTV dramatically decelerates over time, I suspect that by the end of Q4 2021 (six months), fuboTV's advertising segment will account for about 15% of its business.</p>\n<p>What's more, it's entirely possible that by this time next Summer, fuboTV's advertising segment will account for approximately 20% of fuboTV. At which point, investors will start to give fuboTV's advertising opportunity slightly weightier considerations.</p>\n<p>I believe that if this is all there was to fuboTV, the stock right now at $4 billion would probably be fairly valued. But then, we have another opportunity that I've called the wildcard. More on this later.</p>\n<p>Revenue Growth Rates Continue to Impress</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b839502a218aa047bf4cc6ec6ecd80\" tg-width=\"441\" tg-height=\"480\"><span>Source: Q1 2021ShareholderLetter</span></p>\n<p>As you can see above, fuboTV is growing at a very strong clip. It's difficult at this stage to know what 2022 will look like, but given fuboTV's trajectory of beating estimates, I suspect that the company will grow next year by at least 60% y/y to at least $860 million.</p>\n<p>For fuboTV to grow at 60%, that would imply quite a substantial slowdown from the 101% revenue growth rates aimed at in 2021. However, given that fuboTV's betting segment will start in earnest in 2022, I contend that growing at 60% y/y in 2022 will turn out to be an easy feat for fuboTV.</p>\n<p><b>The Wildcard Discussed</b></p>\n<p>In Q4 2021, in approximately 4 months' time, fuboTV is going to soft launch its Sportsbook. This is the start of its betting segment. And this is what I believe could drive the stock's upside potential.</p>\n<p>So far, the details are sketchy. The idea is that when sporting fans are watching their favorite team, rather than having to go elsewhere to bet on the result, they could do it seamlessly via fuboTV.</p>\n<p>I know from experience that this already happens in the UK via adverts in the interval of key TV games, but this way, there's the potential for fuboTV to leverage the data they have on the viewer, and their preferences, to drive further monetizations and engagement.</p>\n<p>If you think about it, viewers watching their favorite team are more likely to bet if it is something that is<i>compelling to them</i>. And that's the advantage of having 1st-party data on the viewer. fuboTV will know what the viewers' preferences are and this will drive down user churn.</p>\n<p>Again, this all circles back to having data on the viewer. During aninterviewyesterday, CEO David Gandler discusses a way of bringing down user friction. That fuboTV wants to find a way to deliver highly personalized betting odds about what the viewer is watching on fuboTV in real-time to viewers' phones. They haven't quite figured out how to optimize their app, but the team is working on this right now.</p>\n<p><b>Valuation - Very Attractively Priced</b></p>\n<p>On the surface, the stock is cheap at approximately 5x its 2022 revenues. But as you know, fuboTV's profitability margins are dismal. There's nobody out there that doesn't already know this.</p>\n<p>Presently, the bulk of the company's business is its subscription business. This subscription business accounts for about 85% of the business right now, and this is unprofitable. fuboTV aims to get this side of the business to break even. This is similar to Roku's (ROKU) hardware business in the early stages.</p>\n<p>Then, the opportunity will be to leverage their huge subscriber base to grow their data-driven advertising metrics. During the call yesterday, Gandler once again reiterated that advertising is likely to perform strongly in Q2 through Q4.</p>\n<p>Last year, Roku's advertising segment gross margins hovered around56% to 60%, although this latest quarter, Q1 2021, it soared to 70% gross margins. This gives investors some idea as to what fuboTV may also strive to. Obviously, Roku is a much bigger business than fuboTV, but it's something that fuboTV could migrate towards in time.</p>\n<p><b>The Bottom Line</b></p>\n<p>After you've read this article, I would like to believe that you have a more nuanced interpretation of what fuboTV is today and where it's headed over the coming twelve months.</p>\n<p>When you think about fuboTV, I would like you to think about its ability to harness its first-party data. With this, you can obviously level advertising and drive profitability, but I suspect that you'll be able to drive some level of betting too.</p>\n<p>I will not deny that this journey has been a challenging one and that this investment has not been for those faint-hearted. Happy investing!</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>fuboTV: Very Attractive Investment, Here's Why</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\">\nfuboTV: Very Attractive Investment, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437237-fubotv-very-attractive-investment-heres-why><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nfuboTV is better than it appears on the surface.\nAll the good and bad points addressed.\nWhy this stock is worthwhile buying at $5 billion market cap.\n\nmikkelwilliam/E+ via Getty Images\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4437237-fubotv-very-attractive-investment-heres-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc."},"source_url":"https://seekingalpha.com/article/4437237-fubotv-very-attractive-investment-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134150963","content_text":"Summary\n\nfuboTV is better than it appears on the surface.\nAll the good and bad points addressed.\nWhy this stock is worthwhile buying at $5 billion market cap.\n\nmikkelwilliam/E+ via Getty Images\nInvestment Thesis\nAs I noted to my Marketplace members, fuboTV (FUBO) is a highly misunderstood company. It's much more than an unprofitable streaming platform. It's an all-encompassing data, streaming, advertising, and betting company.\nThere's a lot of bad news thrown at fuboTV by those that are intent on misunderstanding the opportunity. Stay with me, as I attempt to, in a balanced manner, note the good and the bad about fuboTV.\nWhat's fuboTV?\nfuboTV is a 6-year-old company. It's a streaming platform at its core. But it also has some interesting side units being deployed. What attracts subscribers to its platform in the first instance is its streaming for live sports events.\nHowever, this side of the business will realistically never be profitable. For the foreseeable future, fuboTV has to acquire the rights from ESPN (DIS) and Comcast (CMCSA).\nSimply said, the rights to acquire the sporting content are so high, as obviously ESPN and others don't want to lose any unit economics by having subscribers fleeing away from their own platform. So the price for the content is prohibitively high.\nSo what everyone has come to understand is that fuboTV's streaming business will never be meaningfully profitable,and that's as far as everyone is willing to look.\nWhat investors are failing to understand is that fuboTV's streaming operationis a customer acquisition strategy. It offers high-resolution live sporting streaming so that it can notonly benefit from the ''cord-cutting''tailwinds as households churn out of pay-TV services but can also show subscribers ads.\nThis side of the operation,the data-driven advertising segment, is the segment that will in time drive fuboTV's profitability. I'm referring to the programmatic advertising platform. This is incredibly profitable compared with direct ad spend.\nSo many investors miss that. And those that do vaguely understand its advertising segment, and how it compares with Roku (ROKU), go on to proclaim that this is only 12% of the business and that it won't ever be a needle-moving segment for fuboTV.\nAgain, this misses the fact that fuboTV's advertising segment is growing at such a rapid clip. During its most recent quarter, fuboTV's advertising segment was up 206% y/y. Even as fuboTV dramatically decelerates over time, I suspect that by the end of Q4 2021 (six months), fuboTV's advertising segment will account for about 15% of its business.\nWhat's more, it's entirely possible that by this time next Summer, fuboTV's advertising segment will account for approximately 20% of fuboTV. At which point, investors will start to give fuboTV's advertising opportunity slightly weightier considerations.\nI believe that if this is all there was to fuboTV, the stock right now at $4 billion would probably be fairly valued. But then, we have another opportunity that I've called the wildcard. More on this later.\nRevenue Growth Rates Continue to Impress\nSource: Q1 2021ShareholderLetter\nAs you can see above, fuboTV is growing at a very strong clip. It's difficult at this stage to know what 2022 will look like, but given fuboTV's trajectory of beating estimates, I suspect that the company will grow next year by at least 60% y/y to at least $860 million.\nFor fuboTV to grow at 60%, that would imply quite a substantial slowdown from the 101% revenue growth rates aimed at in 2021. However, given that fuboTV's betting segment will start in earnest in 2022, I contend that growing at 60% y/y in 2022 will turn out to be an easy feat for fuboTV.\nThe Wildcard Discussed\nIn Q4 2021, in approximately 4 months' time, fuboTV is going to soft launch its Sportsbook. This is the start of its betting segment. And this is what I believe could drive the stock's upside potential.\nSo far, the details are sketchy. The idea is that when sporting fans are watching their favorite team, rather than having to go elsewhere to bet on the result, they could do it seamlessly via fuboTV.\nI know from experience that this already happens in the UK via adverts in the interval of key TV games, but this way, there's the potential for fuboTV to leverage the data they have on the viewer, and their preferences, to drive further monetizations and engagement.\nIf you think about it, viewers watching their favorite team are more likely to bet if it is something that iscompelling to them. And that's the advantage of having 1st-party data on the viewer. fuboTV will know what the viewers' preferences are and this will drive down user churn.\nAgain, this all circles back to having data on the viewer. During aninterviewyesterday, CEO David Gandler discusses a way of bringing down user friction. That fuboTV wants to find a way to deliver highly personalized betting odds about what the viewer is watching on fuboTV in real-time to viewers' phones. They haven't quite figured out how to optimize their app, but the team is working on this right now.\nValuation - Very Attractively Priced\nOn the surface, the stock is cheap at approximately 5x its 2022 revenues. But as you know, fuboTV's profitability margins are dismal. There's nobody out there that doesn't already know this.\nPresently, the bulk of the company's business is its subscription business. This subscription business accounts for about 85% of the business right now, and this is unprofitable. fuboTV aims to get this side of the business to break even. This is similar to Roku's (ROKU) hardware business in the early stages.\nThen, the opportunity will be to leverage their huge subscriber base to grow their data-driven advertising metrics. During the call yesterday, Gandler once again reiterated that advertising is likely to perform strongly in Q2 through Q4.\nLast year, Roku's advertising segment gross margins hovered around56% to 60%, although this latest quarter, Q1 2021, it soared to 70% gross margins. This gives investors some idea as to what fuboTV may also strive to. Obviously, Roku is a much bigger business than fuboTV, but it's something that fuboTV could migrate towards in time.\nThe Bottom Line\nAfter you've read this article, I would like to believe that you have a more nuanced interpretation of what fuboTV is today and where it's headed over the coming twelve months.\nWhen you think about fuboTV, I would like you to think about its ability to harness its first-party data. With this, you can obviously level advertising and drive profitability, but I suspect that you'll be able to drive some level of betting too.\nI will not deny that this journey has been a challenging one and that this investment has not been for those faint-hearted. Happy investing!","news_type":1,"symbols_score_info":{"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151329489,"gmtCreate":1625064452941,"gmtModify":1631890215804,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"Go or no go?&nbsp;","listText":"Go or no go?&nbsp;","text":"Go or no go?","images":[{"img":"https://static.tigerbbs.com/04df09906c1761000c56c051a79020ba","width":"1080","height":"2194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151329489","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151319748,"gmtCreate":1625063626284,"gmtModify":1631888844309,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HPQ\">$HP Inc(HPQ)$</a>keep going !","listText":"<a href=\"https://laohu8.com/S/HPQ\">$HP Inc(HPQ)$</a>keep going !","text":"$HP Inc(HPQ)$keep going !","images":[{"img":"https://static.tigerbbs.com/99ef913b869b341f50933b5cb69485b2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151319748","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159507986,"gmtCreate":1624973486045,"gmtModify":1631887102694,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SWKS\">$Skyworks Solutions(SWKS)$</a>huat ah","listText":"<a href=\"https://laohu8.com/S/SWKS\">$Skyworks Solutions(SWKS)$</a>huat ah","text":"$Skyworks Solutions(SWKS)$huat ah","images":[{"img":"https://static.tigerbbs.com/1cb874386063365b2766749025685d17","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/159507986","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150180392,"gmtCreate":1624889616416,"gmtModify":1631887102693,"author":{"id":"3584266379916990","authorId":"3584266379916990","name":"cspoh89","avatar":"https://static.tigerbbs.com/d95a79111efcfb13daa199475d76a12a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584266379916990","authorIdStr":"3584266379916990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SWKS\">$Skyworks Solutions(SWKS)$</a>aim for the sky","listText":"<a href=\"https://laohu8.com/S/SWKS\">$Skyworks Solutions(SWKS)$</a>aim for the sky","text":"$Skyworks Solutions(SWKS)$aim for the sky","images":[{"img":"https://static.tigerbbs.com/63d01a107f8187c408330dc0da090817","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150180392","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}