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STtee
STtee
·
2021-12-29
A company that truly proves It worth!!!
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STtee
STtee
·
2021-12-22
Should we bet on this??[Sly]
Why Alibaba Stock Popped over 6% Today?
What happened Shares of Alibaba(NYSE:BABA)stock bounced back from yesterday's tech sell-off, gaining
Why Alibaba Stock Popped over 6% Today?
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STtee
STtee
·
2021-12-22
Wohooo! Up we go!
Why Tesla Stock Jumped on Tuesday
What happened Shares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today. The stock's gain wa
Why Tesla Stock Jumped on Tuesday
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STtee
STtee
·
2021-12-21
A stock for visionaries!!!
Palantir: 3 Reasons Against It And Why It's Still A Buy
Summary Palantir Technologies is a battleground stock. Listening to the bears' arguments is a good
Palantir: 3 Reasons Against It And Why It's Still A Buy
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STtee
STtee
·
2021-12-16
Wow SPDR! Number 1[Miser]
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STtee
STtee
·
2021-12-15
Best long term stable investment!!! AAPL!
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STtee
STtee
·
2021-12-08
Time for these growth stocks to shine! 2022[Cool]
Why Sea Limited, CrowdStrike, Pinterest, and Salesforce Stocks Jumped Today
What happened Amid an upbeat day for the overall market on Tuesday, many growth stocks are seeing ou
Why Sea Limited, CrowdStrike, Pinterest, and Salesforce Stocks Jumped Today
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STtee
STtee
·
2021-11-23
Long-term epic growth potential![龇牙]
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STtee
STtee
·
2021-11-02
Great ariticle, would you like to share it?
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STtee
STtee
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2021-11-02
Great read! What a guy, inspiring.
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calling Alibaba stock \"cheap\" at its recent price under $123 a share. 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And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.</p>\n<p>Now what</p>\n<p>For today, it appears that investors are buying CLSA's argument over Atlantic Equities'.</p>\n<p>Ultimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings <i>looks</i> like avalue price for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. 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CLSA predicts that as Chinese consumer spending grows, as Alibaba expands further into international markets, and as Alibaba's own technology improves, these three \"strategic engines\" will propel the company's growth, reports TheFly.com.\nOf these three \"engines,\" CLSA places the greatest weight on Alibaba's technological prowess, saying the company \"enjoys unparalleled competitive advantages and a strong technological lead,\" in particular in cloud-based computing, which will be \"the next big growth pillar\" for Alibaba stock.\nIn its bearish rebuttal, though, U.K. stock broker Atlantic Equities says it has little confidence that Alibaba's Taobao and Tmall subsidiaries will perform well in the near term. The analyst agrees that Alibaba stock looks \"inexpensive\" at 17.5 times earnings. Still, Atlantic worries that Alibaba's \"aggressive\" spending on improving the technology that so impresses CLSA won't necessarily pay off for Alibaba. And in particular, Atlantic sees the company's investments in \"AliCloud\" as being only a \"modest\" catalyst for the stock.\nNow what\nFor today, it appears that investors are buying CLSA's argument over Atlantic Equities'.\nUltimately, though, this debate is going to come down to growth. Sure, 17.5 times earnings looks like avalue price for Alibaba stock -- but only if the company can produce enough growth to justify the valuation. While it's true that Alibaba has exhibited some fine growth in the past (a 30% compound rate of growth in earnings over the last five years for example, according to S&P Global Market Intelligence data), over the next five years, most analysts don't see the company producing even 10% annual earnings growth -- but less than 9% instead.\nIf that's the best Alibaba ends up doing, I fear that today's rebound in stock price will be short-lived.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691349294,"gmtCreate":1640141061438,"gmtModify":1640141061505,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Wohooo! Up we go!","listText":"Wohooo! Up we go!","text":"Wohooo! Up we go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691349294","repostId":"1122685744","repostType":2,"repost":{"id":"1122685744","kind":"news","pubTimestamp":1640139942,"share":"https://www.laohu8.com/m/news/1122685744?lang=&edition=full","pubTime":"2021-12-22 10:25","market":"us","language":"en","title":"Why Tesla Stock Jumped on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1122685744","media":"Motley Fool","summary":"What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain wa","content":"<p>What happened</p>\n<p>Shares of <b>Tesla</b>(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.</p>\n<p>The stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for growth stocks like Tesla.</p>\n<p>So what</p>\n<p>Capturing optimism in the overall market on Tuesday, the <b>S&P 500</b> was up 1.78% today. The tech-heavy <b>Nasdaq Composite</b>, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.</p>\n<p>Tesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.</p>\n<p>Now what</p>\n<p>As the year wraps up, Tesla investors have the company's fourth-quarter vehicle deliveries to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.</p>\n<p>Tesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.</p>\n<p>The company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.</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>Why Tesla Stock Jumped on Tuesday</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\">\nWhy Tesla Stock Jumped on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 10:25 GMT+8 <a href=https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/12/21/why-tesla-stock-jumped-on-tuesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122685744","content_text":"What happened\nShares of Tesla(NASDAQ:TSLA)jumped on Tuesday, rising 4.29% today.\nThe stock's gain was likely primarily driven by an upbeat day in the overall market -- especially for growth stocks like Tesla.\nSo what\nCapturing optimism in the overall market on Tuesday, the S&P 500 was up 1.78% today. The tech-heavy Nasdaq Composite, however, was up 2.4%. Many growth stocks like Tesla were up several percentage points or more, rebounding some from a sharp sell-off earlier this month.\nTesla stock's gain today represents a bit of a rebound from a steep sell-off recently. Even including today's gain, the stock has slid 25% from a high of more than $1,243 just a few months ago.\nNow what\nAs the year wraps up, Tesla investors have the company's fourth-quarter vehicle deliveries to look forward to. While the challenging global supply chain and logistics environment that Tesla is operating in makes it difficult to forecast the quarter, analysts are expecting record deliveries during the period. But a wide range of outcomes are possible.\nTesla delivered 241,391 vehicles in its third quarter, representing 73% year-over-year growth. For the current quarter, analysts generally expect 260,000 or more deliveries. This would put total deliveries for the year at over 887,000 -- far higher than the 500,000 vehicles the company delivered in 2020.\nThe company usually posts its quarterly deliveries within three calendar days of each quarter's end, or somewhere around Jan. 1 to Jan. 3 for Tesla's Q4.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693450974,"gmtCreate":1640067596223,"gmtModify":1640067596292,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"A stock for visionaries!!!","listText":"A stock for visionaries!!!","text":"A stock for visionaries!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693450974","repostId":"1117226796","repostType":4,"repost":{"id":"1117226796","kind":"news","pubTimestamp":1640057164,"share":"https://www.laohu8.com/m/news/1117226796?lang=&edition=full","pubTime":"2021-12-21 11:26","market":"us","language":"en","title":"Palantir: 3 Reasons Against It And Why It's Still A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1117226796","media":"Seeking Alpha","summary":"Summary\n\nPalantir Technologies is a battleground stock. Listening to the bears' arguments is a good ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.</li>\n <li>PLTR dilutes its shareholders, but that is not necessarily a huge problem.</li>\n <li>Despite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7230cdd890b86f9941b99b1503d04049\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>spxChrome/E+ via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Palantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.</p>\n<p><b>3 Issues Brought Up By Bears</b></p>\n<p>Palantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:</p>\n<p><b>1. Shareholder Dilution</b></p>\n<p>Growth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5263c8346cfbbb898f1d1ac9a5bead\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Thanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc39008812f5e2d0082dedc95b025c68\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Massive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/917ca4d7a390ced61d7c92d528f84fc1\" tg-width=\"640\" tg-height=\"539\" width=\"100%\" height=\"auto\"><span>Source: Palantir Press Release</span></p>\n<p>Compared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.</p>\n<p><b>2. Reliance on government contracts</b></p>\n<p>In a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de23409915ee3811691b986a42ece899\" tg-width=\"640\" tg-height=\"308\" width=\"100%\" height=\"auto\"><span>Source: Palantir Technologies presentation</span></p>\n<p>In fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With</p>\n<p>With the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.</p>\n<p>The claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actually<i>declined</i>year-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.</p>\n<p><b>3. Exposure to rising rates</b></p>\n<p>Massive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.</p>\n<p>This being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.</p>\n<p><b>Why Palantir Is Still Attractive</b></p>\n<p>Bears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.</p>\n<p>Palantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.</p>\n<p><b>Takeaway</b></p>\n<p>In general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.</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>Palantir: 3 Reasons Against It And Why It's Still A Buy</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\">\nPalantir: 3 Reasons Against It And Why It's Still A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 11:26 GMT+8 <a href=https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.\nPLTR dilutes its shareholders, but that is not necessarily a huge problem.\nDespite ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4475960-palantir-3-reasons-against-it-and-why-its-still-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117226796","content_text":"Summary\n\nPalantir Technologies is a battleground stock. Listening to the bears' arguments is a good idea for bulls.\nPLTR dilutes its shareholders, but that is not necessarily a huge problem.\nDespite some interest rate headwinds, PLTR seems like a good investment to me, thanks to a strong moat and great growth outlook.\n\nspxChrome/E+ via Getty Images\nArticle Thesis\nPalantir Technologies (PLTR) is an embattled growth stock, and in recent weeks, bears have been winning as shares continued to decline. There are, indeed some important bear arguments, such as dilution, reliance on government contracts, and rising interest rates. I do, however, still believe that Palantir Technologies is an attractive long-term investment, due to the act that its technology could lead to massive growth for many years to come.\n3 Issues Brought Up By Bears\nPalantir is a growth stock that brings out highly convinced bulls as well as highly convinced bears. Generally, I am in the bullish camp here, but taking a look at the bear arguments can be a good idea as well. Three of the most common arguments against Palantir are the following ones:\n1. Shareholder Dilution\nGrowth on a company-wide basis is important, but growth on a per-share basis is even more important. There are many examples that show that changes in a company's share count can create or destroy a lot of shareholder value. Apple (AAPL), for example, has seen its net income grow by roughly 190% over the last decade:\nData by YCharts\nThanks to a declining share count, its earnings per share rose by a much more attractive 350%, however -- buybacks created a lot of shareholder value. There are also examples where a rising share count destroyed a lot of shareholder value, e.g. at Citigroup (C):\nData by YCharts\nMassive share issuance during the Great Recession has resulted in a 75% earnings per share decline since 2007, even though net profits were up over the same time frame. Looking at the changes in a company's share count thus makes sense, as those changes can have a large impact in the long run. At Palantir, we see that the share count has been rising considerably since the company went public. During the most recent quarter, Palantir's share count looked like this:\nSource: Palantir Press Release\nCompared to the second quarter, Palantir's average share count was 1.895 billion, which makes for a 3.5% quarterly increase, which pencils out to an annual growth rate in the mid-teens. That is, of course, not negligible at all, and bears to have an argument when they state that shareholders get diluted at a meaningful pace. On the other hand, Palantir's business growth rate is way higher than 3% per quarter, as the company has guided for ~40% revenue growth this year, and since Palantir should also deliver outsized business growth in the coming years. Even if Palantir's share count were to climb by 10%-15% a year going forward, revenue per share would still climb by 25%+ a year thanks to the fact that PLTR is growing rapidly. I also believe that dilution will, over the years, decline. Not only has this been the case at many other growth companies, e.g. Amazon (AMZN), Alphabet (GOOG), or Meta (FB), but it is also logical from an option rewards perspective. Option rewards are especially generous when a company is not yet publicly traded and when its future is still more uncertain, but as a company matures, employees get more comfortable as risks for the company decline, and they do not demand large option packages any longer. Last but not least, Palantir also generates strong free cash flows that should allow the company to do share buybacks in the future, which should help improve the dilution rate as well.\n2. Reliance on government contracts\nIn a recent bearish article, fellow Seeking Alpha contributor On The Pulse argued that Palantir was overvalued and that its reliance on government contracts was an issue. Palantir Technologies is, indeed, reliant on government contracts to a large degree today, but I do not believe that this is a major issue. First, Palantir has diversified away from government contracts in the recent past, thanks to massive growth in its commercial business:\nSource: Palantir Technologies presentation\nIn fact, Palantir's commercial business has been growing much faster than its government business in the recent past, which shows that commercial customers from all kinds of industries apparently see a lot of value in Palantir's technology -- otherwise, they wouldn't be buying at a rapid pace. With\nWith the commercial business growth rate outpacing the government business growth rate, Palantir will, over the years, become a company that is less and less dependent on government contracts, and that will ultimately turn into a B2B-focused software/technology player. Even if Palantir were to remain a government-focused company forever, which seems unlikely based on the current growth rates of the individual business units, that would not necessarily be an issue. Working for the government means that there is very little counterparty risk and that existing relations can easily be used to get future contracts. Last but not least, with government budgets rising relatively steadily, good government connections allow for considerable growth opportunities -- especially in the defense tech/security tech space Palantir is active in, as there is a huge need for further investments in this space.\nThe claim that a government focus leads to lacking scalability is also false, I believe. Per Palantir's most recent quarterly report (linked above), its operating expenses rose by $9 million between Q3 2020 and Q3 2021 -- whereas revenues rose by $103 million in the same time frame. This backs out changes in share-based compensation. If one were to include those SBC expenses, Palantir's expenses actuallydeclinedyear-over-year while the company managed to grow its revenue by close to 40%. The claim that Palantir will not generate any scale advantages over the years thus seems to be unfounded, I believe. Instead, the data suggest that Palantir will be able to grow its margins considerably -- the company was able to grow its adjusted gross profit by a massive $90 million while growing its adjusted operating expenses by just $9 million -- making for excellent operating leverage.\n3. Exposure to rising rates\nMassive inflation will force the Fed to raise rates in 2022 and beyond, and that could be an issue for growth stocks. Companies that are not profitable today, or that have the vast majority of their profits in the distant future, are more exposed to a rising discount rate compared to companies that have low or no growth and that generate a large amount of all future profits in the near term. This could result in outperformance of value stocks versus growth stocks in the coming years, I believe. Palantir, which is not profitable yet, naturally belongs in the \"growth\" bucket that could see an above-average impact from rising interest rates. There is no real counter-argument here, I believe -- it is indeed true that the impact of rising rates on Palantir, all else equal, will be larger compared to a value stock like AbbVie (ABBV), for example.\nThis being an incremental negative for Palantir doesn't mean that shares have to be avoided under any circumstances, however. Indeed, even despite some potential headwinds from rising rates, Palantir could still be an attractive investment if other arguments have a larger weight -- I believe this to be true, as I see PLTR's massive growth potential and huge moat outweighing some near-term headwinds from rising rates.\nWhy Palantir Is Still Attractive\nBears bring up a range of arguments against Palantir, and as shown above, those can have merit. I believe that they might be overblown in some cases, but taking a look at the bear's arguments doesn't hurt -- in fact, it seems like a good idea to look at both sides in order to make a more informed decision. Dilution is indeed an issue, although I do not believe that this will be too much of a headwind, since PLTR's business growth easily outpaces dilution and since dilution, overall, should slow down over the years. Government reliance will wane over the years due to an above-average commercial business growth rate, and in general, doing business with the government is not a bad thing anyway. The claim that PLTR lacks scalability seems to be false, from what I see in PLTR's data.\nPalantir is, despite these arguments, attractive, I believe: The company is growing rapidly, has decades-long growth potential in both its government business as well as on the commercial side, and Palantir seems to have a very wide moat. This combination could turn Palantir into one of the largest and most important companies eventually -- although investors shouldn't expect this to happen in the very near term. Instead, I believe that there is a good chance that Palantir will grow at a considerable rate throughout the 2020s and beyond, as our world becomes ever more data-hungry -- both governments, as well as enterprises, will try to get the most value out of all of this data, and Palantir, with its tailored solutions, will be there to offer that value to its customers. With new tools such as the recently-showcased Foundry for crypto, Palantir is at the forefront of all kinds of emerging technologies. Thanks to the fact that Palantir has access to top talent -- the result of SBC and of an excellent working environment-- I believe that there is a good chance that Palantir will be able to be highly competitive in all kinds of future markets in the Big Data/AI space that may not even exist yet.\nTakeaway\nIn general, I am not much of a growth investor -- instead, I primarily focus on attractively priced stocks with strong cash flows, oftentimes those that pay dividends. Palantir, however, is somewhat of an outlier in my portfolio -- it's a growth stock, it is not really profitable yet, and most of its potential is years away. Due to the highly attractive combination of a massive market opportunity, excellent talent, and a wide moat, Palantir still seems like an attractive long-term investment to me. This isn't a stock that will make investors rich quickly, but I believe that there is a very good chance that Palantir will turn into a very dominant, important company over the next 10+ years. At 19x next year's revenue, PLTR is not cheap, but when we expect that the company will grow at a strong rate for many years, that also doesn't seem outlandish to me at all. It makes sense to listen to the bears' arguments, but I believe that the pros outweigh the cons here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690100203,"gmtCreate":1639644876042,"gmtModify":1639644876153,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Wow SPDR! Number 1[Miser] ","listText":"Wow SPDR! Number 1[Miser] ","text":"Wow SPDR! Number 1[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690100203","repostId":"1139961481","repostType":2,"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607210130,"gmtCreate":1639544139268,"gmtModify":1639544139268,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Best long term stable investment!!! AAPL!","listText":"Best long term stable investment!!! AAPL!","text":"Best long term stable investment!!! AAPL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607210130","repostId":"2191995516","repostType":2,"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602062871,"gmtCreate":1638942528772,"gmtModify":1638942528772,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Time for these growth stocks to shine! 2022[Cool] ","listText":"Time for these growth stocks to shine! 2022[Cool] ","text":"Time for these growth stocks to shine! 2022[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602062871","repostId":"1104681278","repostType":4,"repost":{"id":"1104681278","kind":"news","pubTimestamp":1638934003,"share":"https://www.laohu8.com/m/news/1104681278?lang=&edition=full","pubTime":"2021-12-08 11:26","market":"us","language":"en","title":"Why Sea Limited, CrowdStrike, Pinterest, and Salesforce Stocks Jumped Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1104681278","media":"Motley Fool","summary":"What happened\nAmid an upbeat day for the overall market on Tuesday, many growth stocks are seeing ou","content":"<p>What happened</p>\n<p>Amid an upbeat day for the overall market on Tuesday, many growth stocks are seeing outsize gains. To illustrate, here were the peak gains on Tuesday for four growth stocks:</p>\n<ul>\n <li><b>CrowdStrike Holdings</b>(NASDAQ:CRWD): 6.9%.</li>\n <li><b>Pinterest</b>(NYSE:PINS): 5.3%.</li>\n <li><b>Salesforce.com</b>(NYSE:CRM): 4.4%.</li>\n <li><b>Sea Limited</b>(NYSE:SE): 6.7%.</li>\n</ul>\n<p>While these were the highest the stocks rose on Tuesday as of 1:45 p.m. ET, the four stocks were up 5.4%, 3.3%, 3.5%, and 2.3%, respectively, as of this writing.</p>\n<p>These stocks' gains come as many growth stocks are rebounding from a sharp sell-off last week.</p>\n<p>So what</p>\n<p>News last week that the Federal Reserve may begin raising interest rates and tapering its asset purchase program earlier than expected, as well as reports of a new coronavirus variant, spooked investors. Growth stocks were hit particularly hard as investors looked to reduce exposure to these faster-growing companies that are priced for expected free cash flow levels years into the future.</p>\n<p>But investors seem to be changing their minds about the attractiveness of growth stocks. This reevaluation of their prospects is likely sparked by reports that the omicron variant may be milder than previous strains. This could make an economic rebound and global supply chain improvements more likely, potentially creating a good environment for capitalism.</p>\n<p>Now what</p>\n<p>There are, of course, still risks that the omicron variant poses a greater threat than expected. For instance, there are also reports that the virus may spread faster than previous strains. Plus, it will be interesting to see how the market reacts when the Fed actually begins its tapering program.</p>\n<p>Of course, investors should keep the long term in perspective. While rate hikes are notable, they will likely be modest. In other words, the market will still be in a low interest rate environment. It's also unlikely that companies like CrowdStrike, Pinterest, Salesforce, and Sea Limited will actually be impacted materially by modest and gradual rate hikes. Sure, their stock prices could take hits in the short term. But their underlying businesses have powerful catalysts that will likely persist through an evolving interest rate environment.</p>\n<p>Finally, it's always possible that the market has already priced in the Fed's eventual move to raise interest rates. After all, many growth stocks have fallen sharply recently -- even including today's gain. In fact, all four of these companies' stocks have underperformed the <b>S&P 500</b>over the past three months, with CrowdStrike, Sea Limited, and Pinterest falling particularly hard. The three stocks are down 26%, 28%, and 31%, respectively, during this period.</p>\n<p>Whatever happens in the near term, investors should stay focused on these growth stocks' underlying business and their analysis of whether they believe their valuations are attractive relative to their long-term potential. Over the long haul, these will likely be the determinants of how well these stocks perform -- not day-to-day market headlines and near-term interest rate changes.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Sea Limited, CrowdStrike, Pinterest, and Salesforce Stocks Jumped Today</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\">\nWhy Sea Limited, CrowdStrike, Pinterest, and Salesforce Stocks Jumped Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 11:26 GMT+8 <a href=https://www.fool.com/investing/2021/12/07/why-sea-limited-crowdstrike-pinterest-and-salesfor/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nAmid an upbeat day for the overall market on Tuesday, many growth stocks are seeing outsize gains. To illustrate, here were the peak gains on Tuesday for four growth stocks:\n\nCrowdStrike...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/07/why-sea-limited-crowdstrike-pinterest-and-salesfor/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","CRWD":"CrowdStrike Holdings, Inc.","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/12/07/why-sea-limited-crowdstrike-pinterest-and-salesfor/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104681278","content_text":"What happened\nAmid an upbeat day for the overall market on Tuesday, many growth stocks are seeing outsize gains. To illustrate, here were the peak gains on Tuesday for four growth stocks:\n\nCrowdStrike Holdings(NASDAQ:CRWD): 6.9%.\nPinterest(NYSE:PINS): 5.3%.\nSalesforce.com(NYSE:CRM): 4.4%.\nSea Limited(NYSE:SE): 6.7%.\n\nWhile these were the highest the stocks rose on Tuesday as of 1:45 p.m. ET, the four stocks were up 5.4%, 3.3%, 3.5%, and 2.3%, respectively, as of this writing.\nThese stocks' gains come as many growth stocks are rebounding from a sharp sell-off last week.\nSo what\nNews last week that the Federal Reserve may begin raising interest rates and tapering its asset purchase program earlier than expected, as well as reports of a new coronavirus variant, spooked investors. Growth stocks were hit particularly hard as investors looked to reduce exposure to these faster-growing companies that are priced for expected free cash flow levels years into the future.\nBut investors seem to be changing their minds about the attractiveness of growth stocks. This reevaluation of their prospects is likely sparked by reports that the omicron variant may be milder than previous strains. This could make an economic rebound and global supply chain improvements more likely, potentially creating a good environment for capitalism.\nNow what\nThere are, of course, still risks that the omicron variant poses a greater threat than expected. For instance, there are also reports that the virus may spread faster than previous strains. Plus, it will be interesting to see how the market reacts when the Fed actually begins its tapering program.\nOf course, investors should keep the long term in perspective. While rate hikes are notable, they will likely be modest. In other words, the market will still be in a low interest rate environment. It's also unlikely that companies like CrowdStrike, Pinterest, Salesforce, and Sea Limited will actually be impacted materially by modest and gradual rate hikes. Sure, their stock prices could take hits in the short term. But their underlying businesses have powerful catalysts that will likely persist through an evolving interest rate environment.\nFinally, it's always possible that the market has already priced in the Fed's eventual move to raise interest rates. After all, many growth stocks have fallen sharply recently -- even including today's gain. In fact, all four of these companies' stocks have underperformed the S&P 500over the past three months, with CrowdStrike, Sea Limited, and Pinterest falling particularly hard. The three stocks are down 26%, 28%, and 31%, respectively, during this period.\nWhatever happens in the near term, investors should stay focused on these growth stocks' underlying business and their analysis of whether they believe their valuations are attractive relative to their long-term potential. Over the long haul, these will likely be the determinants of how well these stocks perform -- not day-to-day market headlines and near-term interest rate changes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875616710,"gmtCreate":1637642004185,"gmtModify":1637642004185,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Long-term epic growth potential![龇牙] ","listText":"Long-term epic growth potential![龇牙] ","text":"Long-term epic growth potential![龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875616710","repostId":"1107351089","repostType":2,"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843463562,"gmtCreate":1635851118546,"gmtModify":1635851127555,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843463562","repostId":"1167795347","repostType":2,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843463335,"gmtCreate":1635851094660,"gmtModify":1635851094660,"author":{"id":"3573295814526662","authorId":"3573295814526662","name":"STtee","avatar":"https://static.tigerbbs.com/2f8b6d27a66090fbddbc0ceedceb166a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573295814526662","authorIdStr":"3573295814526662"},"themes":[],"htmlText":"Great read! What a guy, inspiring.","listText":"Great read! What a guy, inspiring.","text":"Great read! What a guy, inspiring.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843463335","repostId":"1167795347","repostType":2,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}