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2021-12-22

deep shit or buy the dip??

Cathie Wood says innovation stocks in Ark's portfolio are in 'deep value territory' and predicts monster returns of over the next 5 years<blockquote>Cathie Wood表示Ark投资组合中的创新股票处于“深度价值领域”，并预测未来5年将获得巨大回报</blockquote>

Cathie Wood believes the innovation stocks owned by Ark Invest are in "deep value territory." She ex

Cathie Wood says innovation stocks in Ark's portfolio are in 'deep value territory' and predicts monster returns of over the next 5 years<blockquote>Cathie Wood表示Ark投资组合中的创新股票处于“深度价值领域”，并预测未来5年将获得巨大回报</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":691184254,"tweetId":"691184254","gmtCreate":1640150074702,"gmtModify":1640152242845,"author":{"id":4092015140446320,"idStr":"4092015140446320","authorId":4092015140446320,"authorIdStr":"4092015140446320","name":"SynergyHero","avatar":"https://static.tigerbbs.com/29d67eb8f1397fc9e139bae7e568bbdc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>deep shit or buy the dip??</body></html>","htmlText":"<html><head></head><body>deep shit or buy the dip??</body></html>","text":"deep shit or buy the dip??","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/691184254","repostId":1112636182,"repostType":4,"repost":{"id":"1112636182","kind":"news","pubTimestamp":1640142221,"share":"https://www.laohu8.com/m/news/1112636182?lang=zh_CN&edition=full","pubTime":"2021-12-22 11:03","market":"us","language":"en","title":"Cathie Wood says innovation stocks in Ark's portfolio are in 'deep value territory' and predicts monster returns of over the next 5 years<blockquote>Cathie Wood表示Ark投资组合中的创新股票处于“深度价值领域”，并预测未来5年将获得巨大回报</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112636182","media":"Markets insider","summary":"Cathie Wood believes the innovation stocks owned by Ark Invest are in \"deep value territory.\"\nShe ex","content":"<ul> <li>Cathie Wood believes the innovation stocks owned by Ark Invest are in \"deep value territory.\"</li> <li>She expects the group of stocks to deliver an astounding 40% annualized return over the next five years.</li> <li>Ark Invest's flagship ETF is down 24% year-to-date amid a steep sell-off in unprofitable tech companies.</li> </ul> <img src=\"https://static.tigerbbs.com/7f0a88d058f7ab57de265851074c1d48\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Catherine Wood, chief executive officer and chief investment officer, Ark Invest.<blockquote><ul><li>Cathie Wood认为Ark Invest拥有的创新股票处于“深度价值领域”。</li><li>她预计这组股票在未来五年内将实现惊人的40%年化回报率。</li><li>由于未盈利的科技公司大幅抛售，Ark Invest的旗舰ETF今年迄今已下跌24%。</li></ul>凯瑟琳·伍德(Catherine Wood)，Ark Invest首席执行官兼首席投资官。</blockquote> Cathie Wood of Ark Invest is sticking by her disruptive innovation investment strategy and expects annualized returns of 40% over the next five years.<blockquote>Ark Invest的Cathie Wood坚持其颠覆性创新投资策略，预计未来五年年化回报率为40%。</blockquote> In a blog post on Friday, she said the innovation stocks owned by Ark are not in a bubble, but rather are in \"deep value territory.\" The argument comes as&nbsp;Ark Invest's flagship ETF&nbsp;is down 24% year-to-date, with some top holdings down as much as 70% from record highs.<blockquote>她在周五的一篇博客文章中表示，Ark拥有的创新股票并没有陷入泡沫，而是处于“深度价值领域”。这一论点出现之际，Ark Invest的旗舰ETF今年迄今已下跌24%，其中一些顶级持股较历史高点下跌了70%。</blockquote> \"After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory, their valuations a fraction of peak levels,\" Wood said. Despite the steep declines, companies like&nbsp;Zoom,Docusign, and&nbsp;Teladoc&nbsp;are still growing their revenues and improving profitability levels, she noted.<blockquote>伍德表示：“经过近11个月的调整，创新股似乎已进入深度价值区域，其估值仅为峰值水平的一小部分。”她指出，尽管收入急剧下降，但Zoom、Docusign和Teladoc等公司仍在增加收入并提高盈利水平。</blockquote> Those improving business metrics can be chalked up to a \"rip and replace\" trend in the $1.5 trillion enterprise communications space sparked by the COVID-19 pandemic, representing \"the first major product replacement cycle since the emergence of the internet roughly 30 years ago,\" Wood said.<blockquote>这些业务指标的改善可以归因于COVID-19大流行引发的1.5万亿美元企业通信领域的“撕裂和更换”趋势，这代表了“自大约30年前互联网出现以来的第一个重大产品更换周期，”伍德说。</blockquote> While she thinks the stocks held by Ark Invest represent a bargain, traditional value investors disagree.<blockquote>虽然她认为Ark Invest持有的股票很便宜，但传统价值投资者不同意。</blockquote> The average price-to-earnings ratio of the ARK Disruptive Innovation ETF is negative, indicating that the average stock in the portfolio is not yet profitable. Meanwhile the average price-to-sales ratio of the ETF is at 11.5x, almost quadruple the S&amp;P 500's current P/S ratio of about 3x.<blockquote>ARK颠覆性创新ETF的平均市盈率为负，表明投资组合中的平均股票尚未盈利。与此同时，该ETF的平均市销率为11.5倍，几乎是标普500目前市盈率（约3倍）的四倍。</blockquote> But Wood is unfazed, and explained that a big wall of worry \"built on the back of high-multiple stocks bodes well for equities in the innovation space... No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights.\"<blockquote>但伍德并不担心，并解释说，“建立在高市盈率股票基础上的一堵巨大的担忧墙对创新领域的股票来说是个好兆头……1999年不存在担忧墙，也没有考验股市。这一次，担忧之墙已经达到了巨大的高度。”</blockquote> As a result, she expects annualized returns of as much as 40% over the next five years for Ark's innovation strategy. \"If our research is correct, then our strategies will triple to quintuple in value over the next five years,\" Wood said.<blockquote>因此，她预计Ark创新战略未来五年的年化回报率将高达40%。“如果我们的研究是正确的，那么我们的策略在未来五年内的价值将增加三到五倍，”伍德说。</blockquote> It wouldn't be the first time Ark Invest has delivered such strong returns. Over the past five years, Ark Invest's flagship ETF has delivered a compounded annual growth rate of 37%.<blockquote>这并不是Ark Invest第一次带来如此强劲的回报。过去五年，Ark Invest的旗舰ETF实现了37%的复合年增长率。</blockquote> Driving those returns are innovation sectors that Wood expects to scale to $200 trillion in value over the next decade. But that's a tall order, given that the total market value of the global stock market is estimated to be just over $100 trillion.<blockquote>推动这些回报的是创新领域，伍德预计这些领域的价值将在未来十年内扩大到200万亿美元。但考虑到全球股市的总市值估计略高于100万亿美元，这是一个艰巨的任务。</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>Cathie Wood says innovation stocks in Ark's portfolio are in 'deep value territory' and predicts monster returns of over the next 5 years<blockquote>Cathie Wood表示Ark投资组合中的创新股票处于“深度价值领域”，并预测未来5年将获得巨大回报</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; 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}\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\">\nCathie Wood says innovation stocks in Ark's portfolio are in 'deep value territory' and predicts monster returns of over the next 5 years<blockquote>Cathie Wood表示Ark投资组合中的创新股票处于“深度价值领域”，并预测未来5年将获得巨大回报</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarkets insider2021-12-22 11:03\n\n</h4>\n</header>\n<article>\n<ul> <li>Cathie Wood believes the innovation stocks owned by Ark Invest are in \"deep value territory.\"</li> <li>She expects the group of stocks to deliver an astounding 40% annualized return over the next five years.</li> <li>Ark Invest's flagship ETF is down 24% year-to-date amid a steep sell-off in unprofitable tech companies.</li> </ul> <img src=\"https://static.tigerbbs.com/7f0a88d058f7ab57de265851074c1d48\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\">Catherine Wood, chief executive officer and chief investment officer, Ark Invest.<blockquote><ul><li>Cathie Wood认为Ark Invest拥有的创新股票处于“深度价值领域”。</li><li>她预计这组股票在未来五年内将实现惊人的40%年化回报率。</li><li>由于未盈利的科技公司大幅抛售，Ark Invest的旗舰ETF今年迄今已下跌24%。</li></ul>凯瑟琳·伍德(Catherine Wood)，Ark Invest首席执行官兼首席投资官。</blockquote> Cathie Wood of Ark Invest is sticking by her disruptive innovation investment strategy and expects annualized returns of 40% over the next five years.<blockquote>Ark Invest的Cathie Wood坚持其颠覆性创新投资策略，预计未来五年年化回报率为40%。</blockquote> In a blog post on Friday, she said the innovation stocks owned by Ark are not in a bubble, but rather are in \"deep value territory.\" The argument comes as&nbsp;Ark Invest's flagship ETF&nbsp;is down 24% year-to-date, with some top holdings down as much as 70% from record highs.<blockquote>她在周五的一篇博客文章中表示，Ark拥有的创新股票并没有陷入泡沫，而是处于“深度价值领域”。这一论点出现之际，Ark Invest的旗舰ETF今年迄今已下跌24%，其中一些顶级持股较历史高点下跌了70%。</blockquote> \"After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory, their valuations a fraction of peak levels,\" Wood said. Despite the steep declines, companies like&nbsp;Zoom,Docusign, and&nbsp;Teladoc&nbsp;are still growing their revenues and improving profitability levels, she noted.<blockquote>伍德表示：“经过近11个月的调整，创新股似乎已进入深度价值区域，其估值仅为峰值水平的一小部分。”她指出，尽管收入急剧下降，但Zoom、Docusign和Teladoc等公司仍在增加收入并提高盈利水平。</blockquote> Those improving business metrics can be chalked up to a \"rip and replace\" trend in the $1.5 trillion enterprise communications space sparked by the COVID-19 pandemic, representing \"the first major product replacement cycle since the emergence of the internet roughly 30 years ago,\" Wood said.<blockquote>这些业务指标的改善可以归因于COVID-19大流行引发的1.5万亿美元企业通信领域的“撕裂和更换”趋势，这代表了“自大约30年前互联网出现以来的第一个重大产品更换周期，”伍德说。</blockquote> While she thinks the stocks held by Ark Invest represent a bargain, traditional value investors disagree.<blockquote>虽然她认为Ark Invest持有的股票很便宜，但传统价值投资者不同意。</blockquote> The average price-to-earnings ratio of the ARK Disruptive Innovation ETF is negative, indicating that the average stock in the portfolio is not yet profitable. Meanwhile the average price-to-sales ratio of the ETF is at 11.5x, almost quadruple the S&amp;P 500's current P/S ratio of about 3x.<blockquote>ARK颠覆性创新ETF的平均市盈率为负，表明投资组合中的平均股票尚未盈利。与此同时，该ETF的平均市销率为11.5倍，几乎是标普500目前市盈率（约3倍）的四倍。</blockquote> But Wood is unfazed, and explained that a big wall of worry \"built on the back of high-multiple stocks bodes well for equities in the innovation space... No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights.\"<blockquote>但伍德并不担心，并解释说，“建立在高市盈率股票基础上的一堵巨大的担忧墙对创新领域的股票来说是个好兆头……1999年不存在担忧墙，也没有考验股市。这一次，担忧之墙已经达到了巨大的高度。”</blockquote> As a result, she expects annualized returns of as much as 40% over the next five years for Ark's innovation strategy. \"If our research is correct, then our strategies will triple to quintuple in value over the next five years,\" Wood said.<blockquote>因此，她预计Ark创新战略未来五年的年化回报率将高达40%。“如果我们的研究是正确的，那么我们的策略在未来五年内的价值将增加三到五倍，”伍德说。</blockquote> It wouldn't be the first time Ark Invest has delivered such strong returns. Over the past five years, Ark Invest's flagship ETF has delivered a compounded annual growth rate of 37%.<blockquote>这并不是Ark Invest第一次带来如此强劲的回报。过去五年，Ark Invest的旗舰ETF实现了37%的复合年增长率。</blockquote> Driving those returns are innovation sectors that Wood expects to scale to $200 trillion in value over the next decade. But that's a tall order, given that the total market value of the global stock market is estimated to be just over $100 trillion.<blockquote>推动这些回报的是创新领域，伍德预计这些领域的价值将在未来十年内扩大到200万亿美元。但考虑到全球股市的总市值估计略高于100万亿美元，这是一个艰巨的任务。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://markets.businessinsider.com/news/stocks/cathie-wood-forecasts-big-returns-innovation-stocks-value-ark-invest-2021-12\">Markets insider</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":{"ARKF":"ARK Fintech Innovation ETF","ARKO":"ARKO Corp","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://markets.businessinsider.com/news/stocks/cathie-wood-forecasts-big-returns-innovation-stocks-value-ark-invest-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112636182","content_text":"Cathie Wood believes the innovation stocks owned by Ark Invest are in \"deep value territory.\"\nShe expects the group of stocks to deliver an astounding 40% annualized return over the next five years.\nArk Invest's flagship ETF is down 24% year-to-date amid a steep sell-off in unprofitable tech companies.\n\nCatherine Wood, chief executive officer and chief investment officer, Ark Invest.\nCathie Wood of Ark Invest is sticking by her disruptive innovation investment strategy and expects annualized returns of 40% over the next five years.\nIn a blog post on Friday, she said the innovation stocks owned by Ark are not in a bubble, but rather are in \"deep value territory.\" The argument comes as Ark Invest's flagship ETF is down 24% year-to-date, with some top holdings down as much as 70% from record highs.\n\"After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory, their valuations a fraction of peak levels,\" Wood said. Despite the steep declines, companies like Zoom,Docusign, and Teladoc are still growing their revenues and improving profitability levels, she noted.\nThose improving business metrics can be chalked up to a \"rip and replace\" trend in the $1.5 trillion enterprise communications space sparked by the COVID-19 pandemic, representing \"the first major product replacement cycle since the emergence of the internet roughly 30 years ago,\" Wood said.\nWhile she thinks the stocks held by Ark Invest represent a bargain, traditional value investors disagree.\nThe average price-to-earnings ratio of the ARK Disruptive Innovation ETF is negative, indicating that the average stock in the portfolio is not yet profitable. Meanwhile the average price-to-sales ratio of the ETF is at 11.5x, almost quadruple the S&P 500's current P/S ratio of about 3x.\nBut Wood is unfazed, and explained that a big wall of worry \"built on the back of high-multiple stocks bodes well for equities in the innovation space... No wall of worry existed or tested the equity market in 1999. This time around, the wall of worry has scaled to enormous heights.\"\nAs a result, she expects annualized returns of as much as 40% over the next five years for Ark's innovation strategy. \"If our research is correct, then our strategies will triple to quintuple in value over the next five years,\" Wood said.\nIt wouldn't be the first time Ark Invest has delivered such strong returns. Over the past five years, Ark Invest's flagship ETF has delivered a compounded annual growth rate of 37%.\nDriving those returns are innovation sectors that Wood expects to scale to $200 trillion in value over the next decade. But that's a tall order, given that the total market value of the global stock market is estimated to be just over $100 trillion.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKQ":0.9,"ARKF":0.9,"ARKK":0.9,"ARKO":0.9}},"isVote":1,"tweetType":1,"viewCount":3369,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}