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2021-03-26

3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德(Cathie Wood)上周购买的3只股票可以让你变得富有</blockquote>

Cathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment mana

3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德(Cathie Wood)上周购买的3只股票可以让你变得富有</blockquote>

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The founder and CEO of ARK Investment mana","content":"Cathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment managed five flagshipexchange-traded funds(ETFs) that crushed the returns of the broader market last year, with each returning more than 100%. The results aren't too surprising, given Wood's focus on disruptive and emerging technologies that got a boost during the pandemic.<blockquote>凯西·伍德在2020年声名鹊起。ARK Investment的创始人兼首席执行官管理着五只旗舰交易所交易基金（ETF），这些基金去年的回报率超过了大盘，每只基金的回报率都超过了100%。鉴于伍德专注于在大流行期间得到推动的颠覆性和新兴技术，结果并不太令人惊讶。</blockquote> Finding companies that are market leaders in their respective areas, boast significant secular tailwinds, and have large and growing addressable markets can deliver game-changing returns that could make you a fortune. Let's look at three companies that Wood was buying last week that fit the bill.<blockquote>寻找在各自领域处于市场领先地位、拥有显着的长期顺风、拥有庞大且不断增长的潜在市场的公司可以带来改变游戏规则的回报，让你大赚一笔。让我们来看看伍德上周收购的三家符合要求的公司。</blockquote> Twilio: The leader in app- and software-based communication<blockquote>Twilio：基于应用和软件的通信领域的领导者</blockquote> One of the biggest takeaways from 2020 was the need for customers to be able to communicate with businesses quickly and easily without having to track down the right channel. That's whereTwiliocomes in. Real-time text message? Check. In-app customer service chats? Check. One-click phone calls? Check.<blockquote>2020年最大的收获之一是客户需要能够快速轻松地与企业沟通，而不必找到正确的渠道。就是在那里Twilio进来了。实时短信？检查。应用内客服聊天？检查。一键电话评级？检查。</blockquote> While it's not a household name, many customers use the company's tools without ever knowing. The arrival estimates fromUber&nbsp;andLyft? The real-time update that your table is ready now viaYelp? The online chat with yourDell&nbsp;customer service representative? If you've experienced any of those (or a multitude of others), there's a pretty good chance it was the result of Twilio's technology. The company provides thecloud-basedbuilding blocks that help businesses communicate with their customers, all without ever leaving the app.<blockquote>虽然它不是一个家喻户晓的名字，但许多客户在不知情的情况下使用该公司的工具。预计到达时间为优步和Lyft？您的表现在已准备就绪的实时更新Yelp？与您的在线聊天戴尔客服代表？如果你经历过这些（或许多其他），很有可能这是Twilio技术的结果。该公司提供基于云的构建模块，帮助企业与客户沟通，而无需离开应用程序。</blockquote> The company gained a host of new converts last year. Revenue grew 55%, while adjusted profit climbed 57%. Robust customer acquisitions fueled its growth, as Twilio's total active customers rose 23% to 221,000. Not only is the company attracting new users, but its existing customers are spending more, as evidenced by its dollar-based net expansion rate, which grew to 139%.<blockquote>该公司去年获得了大量新皈依者。收入增长55%，调整后利润增长57%。强劲的客户获取推动了其增长，Twilio的活跃客户总数增长了23%，达到221,000名。该公司不仅吸引了新用户，而且现有客户的支出也在增加，其以美元计算的净增长率增长至139%就证明了这一点。</blockquote> Twilio has big ambitions, however, with the goal of becoming the leading customer engagement platform. It's making progress toward that objective, with the recent acquisitions of email communications specialist SendGrid and customer data platform Segment. These expanded the company's already sizable opportunity. Management is now forecasting that Twilio's total addressable market will grow to $87 billion by 2023. The company generated revenue of just $1.76 billion in 2020, which helps illustrate the magnitude of the opportunity ahead.<blockquote>然而，Twilio雄心勃勃，目标是成为领先的客户参与平台。随着最近收购电子邮件通信专家SendGrid和客户数据平台部门，该公司正在朝着这一目标取得进展。这些扩大了公司已经相当大的机会。管理层目前预测，到2023年，Twilio的潜在市场总额将增长至870亿美元。该公司2020年的收入仅为17.6亿美元，这有助于说明未来机遇的巨大。</blockquote> With all that going for the company, it isn't surprising thatARK InnovationETF andARK Next Generation InternetETF both increased their positions in Twilio last week, now representing 2.45% and 2.3% of their holdings, respectively.<blockquote>考虑到公司的一切，这并不奇怪方舟创新ETF和方舟下一代互联网ETF上周均增持了Twilio的头寸，目前分别占其持股的2.45%和2.3%。</blockquote> Teladoc: The future of medicine<blockquote>Teladoc：医学的未来</blockquote> Another lesson gleaned over the past year has been the ease and utility offered by telemedicine. The ability to see your healthcare provider without ever leaving the comfort of your home has implications that will last far beyond the pandemic. As the leading provider of telehealth services,Teladoc Healthis at the forefront of the digital health revolution.<blockquote>过去一年中收集到的另一个教训是远程医疗提供的便利性和实用性。足不出户就能见到你的医疗保健提供者的能力，其影响将远远超出疫情。作为领先的远程医疗服务提供商，Teladoc健康处于数字健康革命的前沿。</blockquote> Bears will submit that once life returns to normal, the need for telemedicine will dwindle, but the evidence suggests otherwise. A survey of 2,700 patients reported that 90% of respondents said the quality of care during digital visits was as good, if not better than, physical office visits, while 60% said they planned to use telehealth solutions even more in the future.<blockquote>看空者会认为，一旦生活恢复正常，对远程医疗的需求将会减少，但证据表明并非如此。一项对2,700名患者的调查报告称，90%的受访者表示，数字就诊期间的护理质量与实体诊所就诊一样好，甚至更好，而60%的受访者表示，他们计划在未来更多地使用远程医疗解决方案。</blockquote> Teladoc was already generating impressive growth, but the pandemic kicked its results into high gear. Revenue grew 98% year over year in 2020, with robust growth in patient visits that soared 206%. The company's net loss also jumped, affected by a combination of acquisition-related expenses and income tax complications. Backing out those one-time charges resulted in adjustedEBITDAthat increased 298%.<blockquote>Teladoc已经取得了令人印象深刻的增长，但疫情使其业绩加速增长。2020年收入同比增长98%，患者就诊量强劲增长，飙升206%。受收购相关费用和所得税复杂情况的综合影响，该公司的净亏损也大幅增加。取消这些一次性费用导致调整后的借方数据增加了298%。</blockquote> The company also acquired Livongo Health, the leader in managing chronic conditions via connected devices. There are more than 147 million patients in the U.S. alone who have at least one chronic condition. Providing patients with strategies to help control these conditions is a rare win-win, improving quality of life while lowering the cost of healthcare for those dealing with diabetes, hypertension, weight management, diabetes prevention, and behavioral health.<blockquote>该公司还收购了Livongo Health，这是通过联网设备管理慢性病的领导者。仅在美国就有超过1.47亿患者至少患有一种慢性病。为患者提供帮助控制这些疾病的策略是一种罕见的双赢，可以提高生活质量，同时降低糖尿病、高血压、体重管理、糖尿病预防和行为健康患者的医疗保健成本。</blockquote> Post-merger, Teladoc's addressable market is estimated at more than $64 billion. Given its full-year revenue of $1.09 billion, there's a long and lucrative road ahead.<blockquote>合并后，Teladoc的潜在市场估计超过640亿美元。鉴于其全年收入为10.9亿美元，未来还有一条漫长而利润丰厚的道路。</blockquote> Wood added to already sizable Teladoc holdings last week, with ARK Next Generation Internet, ARK Innovation, andARK Genomic RevolutionETFs all adding shares. This brought Teladoc to 4%, 6%, and 7% of their holdings, respectively, making it a Top 10 position in all three funds.<blockquote>伍德上周增持了已经相当大的Teladoc股份，其中包括ARK下一代互联网、ARK Innovation和方舟基因组革命ETF全部增加份额。这使得Teladoc分别占其持股比例达到4%、6%和7%，使其成为所有三只基金的前十名仓位。</blockquote> Zillow: The leader in digital real estate<blockquote>Zillow：数字房地产的领导者</blockquote> Zillowwas a pioneer in digital real estate long before the pandemic reared its ugly head, but there's no denying last year helped raise the company's profile. Many investors may still associate Zillow with its pioneering home value estimates website, which derived the majority of its revenue from real estate-related advertising.<blockquote>Zillow早在疫情出现之前，该公司就已经是数字房地产领域的先驱，但不可否认的是，去年帮助提升了该公司的形象。许多投资者可能仍然将Zillow与其开创性的房屋价值估算网站联系在一起，该网站的大部分收入来自房地产相关广告。</blockquote> In recent years, however, the company has evolved and now handles digitally enabled real estate transactions and adjacent services. Its technology and app-based services are well-positioned for the future evolution of home buying and selling. Zillow's inventory of homes for sale slumped during the height of the pandemic but has rebounded remarkably in recent months.<blockquote>然而，近年来，该公司不断发展，现在处理数字化房地产交易和相关服务。其技术和基于应用程序的服务为房屋买卖的未来发展做好了准备。Zillow的待售房屋库存在疫情最严重期间大幅下降，但近几个月已显着反弹。</blockquote> Despite the negative effect of the pandemic, Zillow grew revenue by 22%, but that doesn't tell the entire story. The company's core internet, media, and technology (IMT) segment -- which still generates the majority of its revenue -- was hardest hit, growing just 14% year over year. At the same time, its homes segment grew revenue by 26%, while its nascent mortgages segment climbed 73%. It's these newer, high-growth businesses that should have investors most excited. Zillow's adjusted EBITDA grew to an all-time high last year, which bodes well for the company's future profitability.<blockquote>尽管受到疫情的负面影响，Zillow的收入仍增长了22%，但这并不能说明全部情况。该公司的核心互联网、媒体和技术(IMT)部门——该部门仍然创造了其大部分收入——受到的打击最为严重，同比仅增长14%。与此同时，其住房部门的收入增长了26%，而新兴的抵押贷款部门则增长了73%。投资者应该最兴奋的是这些更新的、高增长的业务。Zillow去年调整后的EBITDA增长至历史新高，这对该公司未来的盈利能力来说是个好兆头。</blockquote> By reaching into every corner of the real estate transaction, Zillow hasdramatically expanded its opportunity, as management estimates its total addressable market (TAM) has increased from $19 billion to more than $2.2 trillion. The company generated just $3.3 billion in revenue last year, which highlights the long and lucrative road ahead.<blockquote>通过深入房地产交易的各个角落，Zillow极大地扩大了其机会，管理层估计其总目标市场(TAM)已从190亿美元增加到超过2.2万亿美元。该公司去年的收入仅为33亿美元，这凸显了未来漫长而利润丰厚的道路。</blockquote> Zillow was in ARK Invest's shopping cart again last week, as ARK Next Generation Internet and ARK Innovation were both scooping up shares.&nbsp;The online realtor now represents 2.36% and 3.46% of the funds' holdings, respectively, and is a Top 10 holding in both funds.<blockquote>Zillow上周再次出现在ARK Invest的购物车中，因为ARK Next Generation Internet和ARK Innovation都在买入股票。这家在线房地产经纪人目前分别占两只基金持股的2.36%和3.46%，并且是两只基金的前十大持股。</blockquote> <img src=\"https://static.tigerbbs.com/10684a4d37800257382a1af8f73ca711\" tg-width=\"720\" tg-height=\"469\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> DATA BYYCHARTS<blockquote>数据来自YCharts</blockquote> The fine print<blockquote>小字</blockquote> Given the striking results of the ARK Invest ETFs last year, it's hard to find fault with Wood's stock picking acumen, but the devil's in the details. With a significant concentration intechnology, only two of the five flagship ETFs are beating theS&amp;P 500&nbsp;so far this year, while three are beating theNASDAQ-- but 2021 is still young.<blockquote>鉴于Ark Invest ETF去年的惊人业绩，很难对伍德的选股敏锐度吹毛求疵，但细节决定成败。由于高度集中在科技领域，五只旗舰ETF中只有两只跑赢了标普500今年到目前为止，虽然有三个击败了纳斯达克——但2021年还很年轻。</blockquote> It's also worth noting that while all three of these stocks were market-beating investments last year, they're not cheap using traditional valuation metrics. Twilio, Teladoc, and Zillow are selling for 23, 15, and six times sales, respectively -- when a good price-to-sales ratio is generally between one and two.<blockquote>还值得注意的是，虽然这三只股票去年都是跑赢市场的投资，但按照传统估值指标，它们的价格并不便宜。Twilio、Teladoc和Zillow的售价分别是销售额的23倍、15倍和6倍，而良好的市销率通常在1到2之间。</blockquote> That said, investors -- including Cathie Wood -- have been willing to pay up for the cutting-edge technology, secular tailwinds, and massive addressable markets that each of these companies offers.<blockquote>也就是说，包括凯西·伍德在内的投资者愿意为每家公司提供的尖端技术、长期顺风和巨大的潜在市场买单。</blockquote>","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>3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德(Cathie Wood)上周购买的3只股票可以让你变得富有</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德(Cathie Wood)上周购买的3只股票可以让你变得富有</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfool2021-03-26 13:27\n\n</h4>\n</header>\n<article>\nCathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment managed five flagshipexchange-traded funds(ETFs) that crushed the returns of the broader market last year, with each returning more than 100%. The results aren't too surprising, given Wood's focus on disruptive and emerging technologies that got a boost during the pandemic.<blockquote>凯西·伍德在2020年声名鹊起。ARK Investment的创始人兼首席执行官管理着五只旗舰交易所交易基金（ETF），这些基金去年的回报率超过了大盘，每只基金的回报率都超过了100%。鉴于伍德专注于在大流行期间得到推动的颠覆性和新兴技术，结果并不太令人惊讶。</blockquote> Finding companies that are market leaders in their respective areas, boast significant secular tailwinds, and have large and growing addressable markets can deliver game-changing returns that could make you a fortune. Let's look at three companies that Wood was buying last week that fit the bill.<blockquote>寻找在各自领域处于市场领先地位、拥有显着的长期顺风、拥有庞大且不断增长的潜在市场的公司可以带来改变游戏规则的回报，让你大赚一笔。让我们来看看伍德上周收购的三家符合要求的公司。</blockquote> Twilio: The leader in app- and software-based communication<blockquote>Twilio：基于应用和软件的通信领域的领导者</blockquote> One of the biggest takeaways from 2020 was the need for customers to be able to communicate with businesses quickly and easily without having to track down the right channel. That's whereTwiliocomes in. Real-time text message? Check. In-app customer service chats? Check. One-click phone calls? Check.<blockquote>2020年最大的收获之一是客户需要能够快速轻松地与企业沟通，而不必找到正确的渠道。就是在那里Twilio进来了。实时短信？检查。应用内客服聊天？检查。一键电话评级？检查。</blockquote> While it's not a household name, many customers use the company's tools without ever knowing. The arrival estimates fromUber&nbsp;andLyft? The real-time update that your table is ready now viaYelp? The online chat with yourDell&nbsp;customer service representative? If you've experienced any of those (or a multitude of others), there's a pretty good chance it was the result of Twilio's technology. The company provides thecloud-basedbuilding blocks that help businesses communicate with their customers, all without ever leaving the app.<blockquote>虽然它不是一个家喻户晓的名字，但许多客户在不知情的情况下使用该公司的工具。预计到达时间为优步和Lyft？您的表现在已准备就绪的实时更新Yelp？与您的在线聊天戴尔客服代表？如果你经历过这些（或许多其他），很有可能这是Twilio技术的结果。该公司提供基于云的构建模块，帮助企业与客户沟通，而无需离开应用程序。</blockquote> The company gained a host of new converts last year. Revenue grew 55%, while adjusted profit climbed 57%. Robust customer acquisitions fueled its growth, as Twilio's total active customers rose 23% to 221,000. Not only is the company attracting new users, but its existing customers are spending more, as evidenced by its dollar-based net expansion rate, which grew to 139%.<blockquote>该公司去年获得了大量新皈依者。收入增长55%，调整后利润增长57%。强劲的客户获取推动了其增长，Twilio的活跃客户总数增长了23%，达到221,000名。该公司不仅吸引了新用户，而且现有客户的支出也在增加，其以美元计算的净增长率增长至139%就证明了这一点。</blockquote> Twilio has big ambitions, however, with the goal of becoming the leading customer engagement platform. It's making progress toward that objective, with the recent acquisitions of email communications specialist SendGrid and customer data platform Segment. These expanded the company's already sizable opportunity. Management is now forecasting that Twilio's total addressable market will grow to $87 billion by 2023. The company generated revenue of just $1.76 billion in 2020, which helps illustrate the magnitude of the opportunity ahead.<blockquote>然而，Twilio雄心勃勃，目标是成为领先的客户参与平台。随着最近收购电子邮件通信专家SendGrid和客户数据平台部门，该公司正在朝着这一目标取得进展。这些扩大了公司已经相当大的机会。管理层目前预测，到2023年，Twilio的潜在市场总额将增长至870亿美元。该公司2020年的收入仅为17.6亿美元，这有助于说明未来机遇的巨大。</blockquote> With all that going for the company, it isn't surprising thatARK InnovationETF andARK Next Generation InternetETF both increased their positions in Twilio last week, now representing 2.45% and 2.3% of their holdings, respectively.<blockquote>考虑到公司的一切，这并不奇怪方舟创新ETF和方舟下一代互联网ETF上周均增持了Twilio的头寸，目前分别占其持股的2.45%和2.3%。</blockquote> Teladoc: The future of medicine<blockquote>Teladoc：医学的未来</blockquote> Another lesson gleaned over the past year has been the ease and utility offered by telemedicine. The ability to see your healthcare provider without ever leaving the comfort of your home has implications that will last far beyond the pandemic. As the leading provider of telehealth services,Teladoc Healthis at the forefront of the digital health revolution.<blockquote>过去一年中收集到的另一个教训是远程医疗提供的便利性和实用性。足不出户就能见到你的医疗保健提供者的能力，其影响将远远超出疫情。作为领先的远程医疗服务提供商，Teladoc健康处于数字健康革命的前沿。</blockquote> Bears will submit that once life returns to normal, the need for telemedicine will dwindle, but the evidence suggests otherwise. A survey of 2,700 patients reported that 90% of respondents said the quality of care during digital visits was as good, if not better than, physical office visits, while 60% said they planned to use telehealth solutions even more in the future.<blockquote>看空者会认为，一旦生活恢复正常，对远程医疗的需求将会减少，但证据表明并非如此。一项对2,700名患者的调查报告称，90%的受访者表示，数字就诊期间的护理质量与实体诊所就诊一样好，甚至更好，而60%的受访者表示，他们计划在未来更多地使用远程医疗解决方案。</blockquote> Teladoc was already generating impressive growth, but the pandemic kicked its results into high gear. Revenue grew 98% year over year in 2020, with robust growth in patient visits that soared 206%. The company's net loss also jumped, affected by a combination of acquisition-related expenses and income tax complications. Backing out those one-time charges resulted in adjustedEBITDAthat increased 298%.<blockquote>Teladoc已经取得了令人印象深刻的增长，但疫情使其业绩加速增长。2020年收入同比增长98%，患者就诊量强劲增长，飙升206%。受收购相关费用和所得税复杂情况的综合影响，该公司的净亏损也大幅增加。取消这些一次性费用导致调整后的借方数据增加了298%。</blockquote> The company also acquired Livongo Health, the leader in managing chronic conditions via connected devices. There are more than 147 million patients in the U.S. alone who have at least one chronic condition. Providing patients with strategies to help control these conditions is a rare win-win, improving quality of life while lowering the cost of healthcare for those dealing with diabetes, hypertension, weight management, diabetes prevention, and behavioral health.<blockquote>该公司还收购了Livongo Health，这是通过联网设备管理慢性病的领导者。仅在美国就有超过1.47亿患者至少患有一种慢性病。为患者提供帮助控制这些疾病的策略是一种罕见的双赢，可以提高生活质量，同时降低糖尿病、高血压、体重管理、糖尿病预防和行为健康患者的医疗保健成本。</blockquote> Post-merger, Teladoc's addressable market is estimated at more than $64 billion. Given its full-year revenue of $1.09 billion, there's a long and lucrative road ahead.<blockquote>合并后，Teladoc的潜在市场估计超过640亿美元。鉴于其全年收入为10.9亿美元，未来还有一条漫长而利润丰厚的道路。</blockquote> Wood added to already sizable Teladoc holdings last week, with ARK Next Generation Internet, ARK Innovation, andARK Genomic RevolutionETFs all adding shares. This brought Teladoc to 4%, 6%, and 7% of their holdings, respectively, making it a Top 10 position in all three funds.<blockquote>伍德上周增持了已经相当大的Teladoc股份，其中包括ARK下一代互联网、ARK Innovation和方舟基因组革命ETF全部增加份额。这使得Teladoc分别占其持股比例达到4%、6%和7%，使其成为所有三只基金的前十名仓位。</blockquote> Zillow: The leader in digital real estate<blockquote>Zillow：数字房地产的领导者</blockquote> Zillowwas a pioneer in digital real estate long before the pandemic reared its ugly head, but there's no denying last year helped raise the company's profile. Many investors may still associate Zillow with its pioneering home value estimates website, which derived the majority of its revenue from real estate-related advertising.<blockquote>Zillow早在疫情出现之前，该公司就已经是数字房地产领域的先驱，但不可否认的是，去年帮助提升了该公司的形象。许多投资者可能仍然将Zillow与其开创性的房屋价值估算网站联系在一起，该网站的大部分收入来自房地产相关广告。</blockquote> In recent years, however, the company has evolved and now handles digitally enabled real estate transactions and adjacent services. Its technology and app-based services are well-positioned for the future evolution of home buying and selling. Zillow's inventory of homes for sale slumped during the height of the pandemic but has rebounded remarkably in recent months.<blockquote>然而，近年来，该公司不断发展，现在处理数字化房地产交易和相关服务。其技术和基于应用程序的服务为房屋买卖的未来发展做好了准备。Zillow的待售房屋库存在疫情最严重期间大幅下降，但近几个月已显着反弹。</blockquote> Despite the negative effect of the pandemic, Zillow grew revenue by 22%, but that doesn't tell the entire story. The company's core internet, media, and technology (IMT) segment -- which still generates the majority of its revenue -- was hardest hit, growing just 14% year over year. At the same time, its homes segment grew revenue by 26%, while its nascent mortgages segment climbed 73%. It's these newer, high-growth businesses that should have investors most excited. Zillow's adjusted EBITDA grew to an all-time high last year, which bodes well for the company's future profitability.<blockquote>尽管受到疫情的负面影响，Zillow的收入仍增长了22%，但这并不能说明全部情况。该公司的核心互联网、媒体和技术(IMT)部门——该部门仍然创造了其大部分收入——受到的打击最为严重，同比仅增长14%。与此同时，其住房部门的收入增长了26%，而新兴的抵押贷款部门则增长了73%。投资者应该最兴奋的是这些更新的、高增长的业务。Zillow去年调整后的EBITDA增长至历史新高，这对该公司未来的盈利能力来说是个好兆头。</blockquote> By reaching into every corner of the real estate transaction, Zillow hasdramatically expanded its opportunity, as management estimates its total addressable market (TAM) has increased from $19 billion to more than $2.2 trillion. The company generated just $3.3 billion in revenue last year, which highlights the long and lucrative road ahead.<blockquote>通过深入房地产交易的各个角落，Zillow极大地扩大了其机会，管理层估计其总目标市场(TAM)已从190亿美元增加到超过2.2万亿美元。该公司去年的收入仅为33亿美元，这凸显了未来漫长而利润丰厚的道路。</blockquote> Zillow was in ARK Invest's shopping cart again last week, as ARK Next Generation Internet and ARK Innovation were both scooping up shares.&nbsp;The online realtor now represents 2.36% and 3.46% of the funds' holdings, respectively, and is a Top 10 holding in both funds.<blockquote>Zillow上周再次出现在ARK Invest的购物车中，因为ARK Next Generation Internet和ARK Innovation都在买入股票。这家在线房地产经纪人目前分别占两只基金持股的2.36%和3.46%，并且是两只基金的前十大持股。</blockquote> <img src=\"https://static.tigerbbs.com/10684a4d37800257382a1af8f73ca711\" tg-width=\"720\" tg-height=\"469\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> DATA BYYCHARTS<blockquote>数据来自YCharts</blockquote> The fine print<blockquote>小字</blockquote> Given the striking results of the ARK Invest ETFs last year, it's hard to find fault with Wood's stock picking acumen, but the devil's in the details. With a significant concentration intechnology, only two of the five flagship ETFs are beating theS&amp;P 500&nbsp;so far this year, while three are beating theNASDAQ-- but 2021 is still young.<blockquote>鉴于Ark Invest ETF去年的惊人业绩，很难对伍德的选股敏锐度吹毛求疵，但细节决定成败。由于高度集中在科技领域，五只旗舰ETF中只有两只跑赢了标普500今年到目前为止，虽然有三个击败了纳斯达克——但2021年还很年轻。</blockquote> It's also worth noting that while all three of these stocks were market-beating investments last year, they're not cheap using traditional valuation metrics. Twilio, Teladoc, and Zillow are selling for 23, 15, and six times sales, respectively -- when a good price-to-sales ratio is generally between one and two.<blockquote>还值得注意的是，虽然这三只股票去年都是跑赢市场的投资，但按照传统估值指标，它们的价格并不便宜。Twilio、Teladoc和Zillow的售价分别是销售额的23倍、15倍和6倍，而良好的市销率通常在1到2之间。</blockquote> That said, investors -- including Cathie Wood -- have been willing to pay up for the cutting-edge technology, secular tailwinds, and massive addressable markets that each of these companies offers.<blockquote>也就是说，包括凯西·伍德在内的投资者愿意为每家公司提供的尖端技术、长期顺风和巨大的潜在市场买单。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/03/25/3-stocks-cathie-wood-bought-last-week-that-could-j/\">fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/25/3-stocks-cathie-wood-bought-last-week-that-could-j/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118063017","content_text":"Cathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment managed five flagshipexchange-traded funds(ETFs) that crushed the returns of the broader market last year, with each returning more than 100%. The results aren't too surprising, given Wood's focus on disruptive and emerging technologies that got a boost during the pandemic.\nFinding companies that are market leaders in their respective areas, boast significant secular tailwinds, and have large and growing addressable markets can deliver game-changing returns that could make you a fortune. Let's look at three companies that Wood was buying last week that fit the bill.\nTwilio: The leader in app- and software-based communication\nOne of the biggest takeaways from 2020 was the need for customers to be able to communicate with businesses quickly and easily without having to track down the right channel. That's whereTwiliocomes in. Real-time text message? Check. In-app customer service chats? Check. One-click phone calls? Check.\nWhile it's not a household name, many customers use the company's tools without ever knowing. The arrival estimates fromUber andLyft? The real-time update that your table is ready now viaYelp? The online chat with yourDell customer service representative? If you've experienced any of those (or a multitude of others), there's a pretty good chance it was the result of Twilio's technology. The company provides thecloud-basedbuilding blocks that help businesses communicate with their customers, all without ever leaving the app.\nThe company gained a host of new converts last year. Revenue grew 55%, while adjusted profit climbed 57%. Robust customer acquisitions fueled its growth, as Twilio's total active customers rose 23% to 221,000. Not only is the company attracting new users, but its existing customers are spending more, as evidenced by its dollar-based net expansion rate, which grew to 139%.\nTwilio has big ambitions, however, with the goal of becoming the leading customer engagement platform. It's making progress toward that objective, with the recent acquisitions of email communications specialist SendGrid and customer data platform Segment. These expanded the company's already sizable opportunity. Management is now forecasting that Twilio's total addressable market will grow to $87 billion by 2023. The company generated revenue of just $1.76 billion in 2020, which helps illustrate the magnitude of the opportunity ahead.\nWith all that going for the company, it isn't surprising thatARK InnovationETF andARK Next Generation InternetETF both increased their positions in Twilio last week, now representing 2.45% and 2.3% of their holdings, respectively.\nTeladoc: The future of medicine\nAnother lesson gleaned over the past year has been the ease and utility offered by telemedicine. The ability to see your healthcare provider without ever leaving the comfort of your home has implications that will last far beyond the pandemic. As the leading provider of telehealth services,Teladoc Healthis at the forefront of the digital health revolution.\nBears will submit that once life returns to normal, the need for telemedicine will dwindle, but the evidence suggests otherwise. A survey of 2,700 patients reported that 90% of respondents said the quality of care during digital visits was as good, if not better than, physical office visits, while 60% said they planned to use telehealth solutions even more in the future.\nTeladoc was already generating impressive growth, but the pandemic kicked its results into high gear. Revenue grew 98% year over year in 2020, with robust growth in patient visits that soared 206%. The company's net loss also jumped, affected by a combination of acquisition-related expenses and income tax complications. Backing out those one-time charges resulted in adjustedEBITDAthat increased 298%.\nThe company also acquired Livongo Health, the leader in managing chronic conditions via connected devices. There are more than 147 million patients in the U.S. alone who have at least one chronic condition. Providing patients with strategies to help control these conditions is a rare win-win, improving quality of life while lowering the cost of healthcare for those dealing with diabetes, hypertension, weight management, diabetes prevention, and behavioral health.\nPost-merger, Teladoc's addressable market is estimated at more than $64 billion. Given its full-year revenue of $1.09 billion, there's a long and lucrative road ahead.\nWood added to already sizable Teladoc holdings last week, with ARK Next Generation Internet, ARK Innovation, andARK Genomic RevolutionETFs all adding shares. This brought Teladoc to 4%, 6%, and 7% of their holdings, respectively, making it a Top 10 position in all three funds.\nZillow: The leader in digital real estate\nZillowwas a pioneer in digital real estate long before the pandemic reared its ugly head, but there's no denying last year helped raise the company's profile. Many investors may still associate Zillow with its pioneering home value estimates website, which derived the majority of its revenue from real estate-related advertising.\nIn recent years, however, the company has evolved and now handles digitally enabled real estate transactions and adjacent services. Its technology and app-based services are well-positioned for the future evolution of home buying and selling. Zillow's inventory of homes for sale slumped during the height of the pandemic but has rebounded remarkably in recent months.\nDespite the negative effect of the pandemic, Zillow grew revenue by 22%, but that doesn't tell the entire story. The company's core internet, media, and technology (IMT) segment -- which still generates the majority of its revenue -- was hardest hit, growing just 14% year over year. At the same time, its homes segment grew revenue by 26%, while its nascent mortgages segment climbed 73%. It's these newer, high-growth businesses that should have investors most excited. Zillow's adjusted EBITDA grew to an all-time high last year, which bodes well for the company's future profitability.\nBy reaching into every corner of the real estate transaction, Zillow hasdramatically expanded its opportunity, as management estimates its total addressable market (TAM) has increased from $19 billion to more than $2.2 trillion. The company generated just $3.3 billion in revenue last year, which highlights the long and lucrative road ahead.\nZillow was in ARK Invest's shopping cart again last week, as ARK Next Generation Internet and ARK Innovation were both scooping up shares. The online realtor now represents 2.36% and 3.46% of the funds' holdings, respectively, and is a Top 10 holding in both funds.\n\nDATA BYYCHARTS\nThe fine print\nGiven the striking results of the ARK Invest ETFs last year, it's hard to find fault with Wood's stock picking acumen, but the devil's in the details. With a significant concentration intechnology, only two of the five flagship ETFs are beating theS&P 500 so far this year, while three are beating theNASDAQ-- but 2021 is still young.\nIt's also worth noting that while all three of these stocks were market-beating investments last year, they're not cheap using traditional valuation metrics. Twilio, Teladoc, and Zillow are selling for 23, 15, and six times sales, respectively -- when a good price-to-sales ratio is generally between one and two.\nThat said, investors -- including Cathie Wood -- have been willing to pay up for the cutting-edge technology, secular tailwinds, and massive addressable markets that each of these companies offers.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1784,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}