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Memyself
Memyself
·
2021-08-12
$BioNTech SE(BNTX)$
Continue to rise 🚀🚀🚀
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Memyself
Memyself
·
2021-07-26
Nice
Forget Cloud, YouTube Will Lead Alphabet To Exponential Growth
Summary Google continues to deliver outstanding growth, and YouTube is the best-performing segment.
Forget Cloud, YouTube Will Lead Alphabet To Exponential Growth
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Memyself
Memyself
·
2021-07-22
👍
Apple Planning 5G-Enabled Budget iPhone: Report
Apple, Inc. is gearing up to launch the next iteration of its iPhone — theiPhone 13— in September, a
Apple Planning 5G-Enabled Budget iPhone: Report
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Memyself
Memyself
·
2021-07-21
Nice
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Memyself
Memyself
·
2021-07-20
Interesting
Apple reportedly looking for Hollywood production hub for streaming content
Apple is reportedly on the hunt for a large production base in Los Angeles to increase its foothold
Apple reportedly looking for Hollywood production hub for streaming content
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Memyself
Memyself
·
2021-07-19
Will see.
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Memyself
Memyself
·
2021-07-18
Potential
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Memyself
Memyself
·
2021-07-17
💪
Dow drops nearly 300 points on Friday, snaps 3-week winning streak
U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as
Dow drops nearly 300 points on Friday, snaps 3-week winning streak
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Memyself
Memyself
·
2021-07-17
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Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.
Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500. Moderna Inc. will replace
Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.
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Memyself
Memyself
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2021-07-16
😲
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href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Continue to rise 🚀🚀🚀","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>Continue to rise 🚀🚀🚀","text":"$BioNTech SE(BNTX)$Continue to rise 🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894968735","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800654782,"gmtCreate":1627300867046,"gmtModify":1633766389391,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800654782","repostId":"1116690230","repostType":2,"repost":{"id":"1116690230","kind":"news","pubTimestamp":1627285542,"share":"https://www.laohu8.com/m/news/1116690230?lang=&edition=full","pubTime":"2021-07-26 15:45","market":"us","language":"en","title":"Forget Cloud, YouTube Will Lead Alphabet To Exponential Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1116690230","media":"seekingalpha","summary":"Summary\n\nGoogle continues to deliver outstanding growth, and YouTube is the best-performing segment.","content":"<p><b>Summary</b></p>\n<ul>\n <li>Google continues to deliver outstanding growth, and YouTube is the best-performing segment.</li>\n <li>The YouTube platform is poised to keep growing and further increase user monetization.</li>\n <li>Our forecast suggests Google could bring in over $1 trillion in revenues by 2030 with a $14,000 share price.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bc76d8cff230ecce9779683bdf577ed\" tg-width=\"490\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Lauren Nicole/DigitalVision via Getty Images</span></p>\n<p><b>Thesis Summary</b></p>\n<p>Alphabet Inc. (GOOG)(GOOGL) has been one of the best-performing companies and stocks of the last decade. The company makes most of its revenue from search ads, but it has faster growing and more promising segments, such as “YouTube'' and “Cloud”. While most investors focus on the potential of Cloud, I believe that revenue from YouTube ads and YouTube subscriptions is the key factor that will allow the company to outperform, maintain a premium valuation, and ultimately reach a price of $14,000 with revenues of +$1 trillion.</p>\n<p><b>YouTube in Numbers</b></p>\n<p>YouTube was originally conceived by three ex PayPal (PYPL) employees in 2005 and quickly acquired by Google in 2006 for $1.65 billion. WhenYouTube began, it received around 30,000 views per day. Today, it is the second most popular website in the world, with over 30 million visitors per day and 300 hours of content uploaded every minute.</p>\n<p>YouTube’s growth since its inception has been staggering, and, in terms of revenue, it is actually Google’s fastest-growing segment as of the last quarter:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac38e8a4000826c38acb02a73c62652b\" tg-width=\"1178\" tg-height=\"950\" width=\"100%\" height=\"auto\"><span>Source:10-Q</span></p>\n<p>Google Search & Other is where the bulk of revenue comes from, and this segment grew at a rate of 30% YoY.YouTube Ads, which accounts for a little over 10% of overall revenues, grew to the tune of 48.7%. This growth rate is even higher than Google Cloud, which increased by 45.73%. Furthermore, we must also take into account that theYouTube platform is also responsible for part of the revenues contained in Google Other. This segment includes revenues fromYouTube’s subscription services such asYouTube TV andYouTube Premium.</p>\n<p>Looking solely at the numbers, it is clear thatYouTube is a key segment driving growth in the company. But what can we expect ofYouTube going forward? And what makes it better than the competition?</p>\n<p><b>What makes</b><b>YouTube a great business?</b></p>\n<p>In a previous article on Visa(V), I discussed how the company showcases the 7 different business moats that Hamilton Helmer puts forward in his book 7 Powers. Looking atYouTube, we can also identify these compelling moats, which protect it from the competition and set it apart from other businesses.</p>\n<p><b>Scale and Network Effect</b></p>\n<p>Due to the nature of the platform,YouTube enjoys both scale and network effects.YouTube can add more users without hardly increasing its costs. There may be some costs associated with hosting and even regulating content, but it is negligible. Any competitor wanting to enter this space would have to spend a considerable amount, just to get anywhere near having the infrastructure and contentYouTube has.</p>\n<p>On top of that, with every new user/creator, the value of the network increases. The more people upload onYouTube, the more content there is available, which leads to more views and in turn, leads to more incentives to upload content toYouTube.</p>\n<p><b>Switching costs and Branding</b></p>\n<p>As far users go, there are indeed no real switching costs, but these come into play for creators. Those who have built a following onYouTube have strong incentives to continue growing their audience on the platform. Ultimately,YouTube offers both a compelling reward system for creators and access to the largest audience the internet has to offer.</p>\n<p>As far as branding goes, we could certainly say thatYouTube excels in this arena. This can be seen by the fact thatYouTube has even become a commonly used verb and “YouTuber” is even used as a job title.YouTube is the go-to place around the world if you want to find any form of video content.</p>\n<p><b>Counter positioning and Process Power</b></p>\n<p>Counter-positioning refers to the idea that a company has a disruptive business model that others can’t copy. In this case, we have to think, is there a business model which could compete withYouTube and that the company can’t copy/absorb?</p>\n<p>We actually have a perfect example of this happening in how companies likeSpotify(SPOT) are trying to compete with Google by offering content through subscriptions. However, in the last few years, we have seenYouTube launch its own subscription options, competing head-on with Spotify. Furthermore, Google also can absorb any competitor that it deems it can’t compete with head-on.</p>\n<p>Process power can be defined as “embedded company organisation and activity sets which enable lower costs and/or superior product.” In the case ofYouTube, the “process power” is their algorithm and access to data, which allows them to serve both optimal content and advertising. Google’s access to data is unrivalled, and this is what allows it to be much more efficient.</p>\n<p><b>Cornered resource</b></p>\n<p>Lastly, we have the cornered resource. This means having exclusive access to a valuable resource. Patents are an example of this. In the case ofYouTube, there are a few elements that we could call cornered resources. The data that Google has access to, could be an example of this. Another exclusive resource thatYouTube has is its “YouTubers”. These individuals are providing content to Google for free daily. This content can indeed find its way to other platforms, butYouTube offers these creators attractive payment terms and a huge audience.</p>\n<p><b>The future of</b> <b>YouTube Revenues</b></p>\n<p>The only question that remains to be answered, is how will Google best monetizeYouTube? For the time being,YouTube’s main source of revenue is advertising. In recent quarters, the company has found particular success with direct-response ads, which create a sense of urgency and have a clear call-to-action.</p>\n<p>In terms of advertising, what setsYouTube apart though, is its incredibly powerful AI, and it can offer something that traditional TV just can’t do. This was best described by Loup Ventures Managing Partner Gene Munster:</p>\n<blockquote>\n YouTube is now best positioned to deliver on something we’ve talked about for a decade, which is two people watching the same live event but getting different ads.\n</blockquote>\n<p>Source:CNBC</p>\n<p>YouTube is known for its user-generated content, but it’s just a matter of time before it moves into areas such as live sports and TV shows.</p>\n<p>The most important step will be to increase the revenues coming from sellingYouTube as a service.YouTube Premium has been growing rapidly since 2015, and it could be an even larger source of revenue for Google than advertising. Ultimately, Google could unlock massive value by bundling together its services.YouTube Premium Cloud, for example, could all be part of one package. It’s all about building an ecosystem around the brand.</p>\n<p><b>Forecast and Valuation</b></p>\n<p>If we look at Alphabet’s revenue, it has a remarkably consistent growth pattern for a 10-year period.</p>\n<p><img src=\"https://static.tigerbbs.com/879a040103c53eb5da2bc1e79c288a65\" tg-width=\"551\" tg-height=\"298\" width=\"100%\" height=\"auto\"></p>\n<p>The polynomial function you can see above is the most fitting mathematical expression to describe it. The R2 value is the measure of fit, which you can see is quite close to 100%. This function forecasts a slowly diminishing growth rate, from 18% in 2021 to 10% in 2030 in this case, which would take revenues to $600 billion in nine and a half years. The thing is, with growth rates dropping below 10% as the business becomes more consolidated, valuation multiples would likely come closer to the average for the sector. Let's compare the Price to Sales ratio, for example, which is currently at 8.70 (GAAP TTM) for Alphabet. If this were to change to the sector median ratio of 2.03, the share price would be only $1800.</p>\n<p>You could and should argue that Alphabet’s superior sales multiple accounts for not only growth but also profitability, since the Price to Earnings ratio is also superior to the sector median (29.79 vs. 22.85), but not nearly by as much. To simplify, let’s say that the PE ratio is 30% higher than the sector median because of superior growth and that the PS ratio is 4.29 times as high as the sector median mainly because of profitability. If we take out the 30% growth factor it should only be 3.29 times higher than the sector median, which is a PS ratio of 6.67. At that ratio a revenue of $600bn without having the shares trading at $5,900. Starting at the current price of his means a yearly return of about 9%.</p>\n<p><img src=\"https://static.tigerbbs.com/2d96d9d77fc4e470238961090adc80ef\" tg-width=\"551\" tg-height=\"298\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>As you can see, the exponential trendline is also a remarkably good fit. This would forecast a constant growth of 19% per year, reaching $1.1 trillion in revenues.</p>\n<p>If this is maintained, not only will revenue be higher, but also with a growth rate that isn’t diminishing, current above-average valuation multiples would still be justified. With this 1.1 trillion in revenues and a PS ratio of 8.7, as it is currently, the share price could reach over $14,000 by 2030, which is of course a 19% yearly return from the current price.</p>\n<p>I would risk stating the obvious if I just said that differences in growth sustained in the long run can have a large effect on the value of a company, but it is useful to put it into numbers for some perspective.</p>\n<p>Speaking of Alphabet’s growth, let’s see what is happening with one of its promising segments, YouTube. This platform has given Alphabet increased revenues since its acquisition. Revenues have been mostly in the form of advertising, but this could shift in the coming years. YouTube had approximately 2.3bn users in 2020, having almost doubled in five years. If this trend continues, it could count as many as 6.9bn users by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b131552843a9861df18d8828d753f5a2\" tg-width=\"405\" tg-height=\"238\" width=\"100%\" height=\"auto\"><span>Source:YouTube Revenue and Usage Statistics (2021) - Business of Apps</span></p>\n<p>Ad revenue per user is also growing consistently, especially as the platform increases the presence of advertising to push the premium subscription. We have made a forecast based on the data from the last 4 years, which is how long this segment has been disclosed separately in Alphabet’s statements of operations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb814b6721a846c98a84a865b39ed716\" tg-width=\"409\" tg-height=\"232\" width=\"100%\" height=\"auto\"><span>Source: Author’s work based on Source: YouTube Revenue and Usage Statistics (2021) - Business of Apps and company records.</span></p>\n<p>YouTube has been attempting a higher monetization of its nearly 2.3bn users by pushing premium subscriptions. The prices are not fixed around the globe, but in the US, where most of the revenue is made, it is $11.99 a month or $119.88 per year. This is significantly higher than the ad revenue per user, and although the percentage of premium users is small, it is also true that it has increased ten-fold since 2015. If the trend continues it could hit almost 12% of total users by 2030.</p>\n<p>Source: Author’s work based on YouTube Revenue and Usage Statistics (2021) - Business of Apps</p>\n<p>If we add together the forecast for total users, percentage of premium users and projected ad revenue per (non-premium) user, we come to a forecast of what YouTube’s revenue path could look like in the coming years. You can see it summarized in this table.</p>\n<p><img src=\"https://static.tigerbbs.com/dc620a5b88c2bcb30f76020d0f07924c\" tg-width=\"1280\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>This forecast suggests that YouTube could bring in revenues close to $300bn by 2030, representing a CAGR of 28% from 2020. This combined with promising prospects for the cloud business and a seemingly continuous growth of its search engine revenue, would suggest that the overall Alphabet revenue will be closer to the $1.1tn mark than the $600bn, out of the two scenarios discussed earlier. If this is the case and it becomes apparent with further news on performance, and the market perceives as we do a likely long-term return near 19%, there will be plenty of room for a higher stock price shortly.</p>\n<p><b>Takeaway</b></p>\n<p>I believe that Google’s revenues are more likely to follow the exponential growth path laid out above. This is supported byYouTube’s increasing growth and profitability prospects. In my humble opinion, Google is set to be one of the best-performing companies of the next decade, and committing part of your portfolio to this company is a decision you won’t regret.</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>Forget Cloud, YouTube Will Lead Alphabet To Exponential Growth</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\">\nForget Cloud, YouTube Will Lead Alphabet To Exponential Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 15:45 GMT+8 <a href=https://seekingalpha.com/article/4441312-forget-cloud-youtube-will-lead-alphabet-to-exponential-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGoogle continues to deliver outstanding growth, and YouTube is the best-performing segment.\nThe YouTube platform is poised to keep growing and further increase user monetization.\nOur forecast...</p>\n\n<a href=\"https://seekingalpha.com/article/4441312-forget-cloud-youtube-will-lead-alphabet-to-exponential-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4441312-forget-cloud-youtube-will-lead-alphabet-to-exponential-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116690230","content_text":"Summary\n\nGoogle continues to deliver outstanding growth, and YouTube is the best-performing segment.\nThe YouTube platform is poised to keep growing and further increase user monetization.\nOur forecast suggests Google could bring in over $1 trillion in revenues by 2030 with a $14,000 share price.\n\nLauren Nicole/DigitalVision via Getty Images\nThesis Summary\nAlphabet Inc. (GOOG)(GOOGL) has been one of the best-performing companies and stocks of the last decade. The company makes most of its revenue from search ads, but it has faster growing and more promising segments, such as “YouTube'' and “Cloud”. While most investors focus on the potential of Cloud, I believe that revenue from YouTube ads and YouTube subscriptions is the key factor that will allow the company to outperform, maintain a premium valuation, and ultimately reach a price of $14,000 with revenues of +$1 trillion.\nYouTube in Numbers\nYouTube was originally conceived by three ex PayPal (PYPL) employees in 2005 and quickly acquired by Google in 2006 for $1.65 billion. WhenYouTube began, it received around 30,000 views per day. Today, it is the second most popular website in the world, with over 30 million visitors per day and 300 hours of content uploaded every minute.\nYouTube’s growth since its inception has been staggering, and, in terms of revenue, it is actually Google’s fastest-growing segment as of the last quarter:\nSource:10-Q\nGoogle Search & Other is where the bulk of revenue comes from, and this segment grew at a rate of 30% YoY.YouTube Ads, which accounts for a little over 10% of overall revenues, grew to the tune of 48.7%. This growth rate is even higher than Google Cloud, which increased by 45.73%. Furthermore, we must also take into account that theYouTube platform is also responsible for part of the revenues contained in Google Other. This segment includes revenues fromYouTube’s subscription services such asYouTube TV andYouTube Premium.\nLooking solely at the numbers, it is clear thatYouTube is a key segment driving growth in the company. But what can we expect ofYouTube going forward? And what makes it better than the competition?\nWhat makesYouTube a great business?\nIn a previous article on Visa(V), I discussed how the company showcases the 7 different business moats that Hamilton Helmer puts forward in his book 7 Powers. Looking atYouTube, we can also identify these compelling moats, which protect it from the competition and set it apart from other businesses.\nScale and Network Effect\nDue to the nature of the platform,YouTube enjoys both scale and network effects.YouTube can add more users without hardly increasing its costs. There may be some costs associated with hosting and even regulating content, but it is negligible. Any competitor wanting to enter this space would have to spend a considerable amount, just to get anywhere near having the infrastructure and contentYouTube has.\nOn top of that, with every new user/creator, the value of the network increases. The more people upload onYouTube, the more content there is available, which leads to more views and in turn, leads to more incentives to upload content toYouTube.\nSwitching costs and Branding\nAs far users go, there are indeed no real switching costs, but these come into play for creators. Those who have built a following onYouTube have strong incentives to continue growing their audience on the platform. Ultimately,YouTube offers both a compelling reward system for creators and access to the largest audience the internet has to offer.\nAs far as branding goes, we could certainly say thatYouTube excels in this arena. This can be seen by the fact thatYouTube has even become a commonly used verb and “YouTuber” is even used as a job title.YouTube is the go-to place around the world if you want to find any form of video content.\nCounter positioning and Process Power\nCounter-positioning refers to the idea that a company has a disruptive business model that others can’t copy. In this case, we have to think, is there a business model which could compete withYouTube and that the company can’t copy/absorb?\nWe actually have a perfect example of this happening in how companies likeSpotify(SPOT) are trying to compete with Google by offering content through subscriptions. However, in the last few years, we have seenYouTube launch its own subscription options, competing head-on with Spotify. Furthermore, Google also can absorb any competitor that it deems it can’t compete with head-on.\nProcess power can be defined as “embedded company organisation and activity sets which enable lower costs and/or superior product.” In the case ofYouTube, the “process power” is their algorithm and access to data, which allows them to serve both optimal content and advertising. Google’s access to data is unrivalled, and this is what allows it to be much more efficient.\nCornered resource\nLastly, we have the cornered resource. This means having exclusive access to a valuable resource. Patents are an example of this. In the case ofYouTube, there are a few elements that we could call cornered resources. The data that Google has access to, could be an example of this. Another exclusive resource thatYouTube has is its “YouTubers”. These individuals are providing content to Google for free daily. This content can indeed find its way to other platforms, butYouTube offers these creators attractive payment terms and a huge audience.\nThe future of YouTube Revenues\nThe only question that remains to be answered, is how will Google best monetizeYouTube? For the time being,YouTube’s main source of revenue is advertising. In recent quarters, the company has found particular success with direct-response ads, which create a sense of urgency and have a clear call-to-action.\nIn terms of advertising, what setsYouTube apart though, is its incredibly powerful AI, and it can offer something that traditional TV just can’t do. This was best described by Loup Ventures Managing Partner Gene Munster:\n\n YouTube is now best positioned to deliver on something we’ve talked about for a decade, which is two people watching the same live event but getting different ads.\n\nSource:CNBC\nYouTube is known for its user-generated content, but it’s just a matter of time before it moves into areas such as live sports and TV shows.\nThe most important step will be to increase the revenues coming from sellingYouTube as a service.YouTube Premium has been growing rapidly since 2015, and it could be an even larger source of revenue for Google than advertising. Ultimately, Google could unlock massive value by bundling together its services.YouTube Premium Cloud, for example, could all be part of one package. It’s all about building an ecosystem around the brand.\nForecast and Valuation\nIf we look at Alphabet’s revenue, it has a remarkably consistent growth pattern for a 10-year period.\n\nThe polynomial function you can see above is the most fitting mathematical expression to describe it. The R2 value is the measure of fit, which you can see is quite close to 100%. This function forecasts a slowly diminishing growth rate, from 18% in 2021 to 10% in 2030 in this case, which would take revenues to $600 billion in nine and a half years. The thing is, with growth rates dropping below 10% as the business becomes more consolidated, valuation multiples would likely come closer to the average for the sector. Let's compare the Price to Sales ratio, for example, which is currently at 8.70 (GAAP TTM) for Alphabet. If this were to change to the sector median ratio of 2.03, the share price would be only $1800.\nYou could and should argue that Alphabet’s superior sales multiple accounts for not only growth but also profitability, since the Price to Earnings ratio is also superior to the sector median (29.79 vs. 22.85), but not nearly by as much. To simplify, let’s say that the PE ratio is 30% higher than the sector median because of superior growth and that the PS ratio is 4.29 times as high as the sector median mainly because of profitability. If we take out the 30% growth factor it should only be 3.29 times higher than the sector median, which is a PS ratio of 6.67. At that ratio a revenue of $600bn without having the shares trading at $5,900. Starting at the current price of his means a yearly return of about 9%.\n\nAs you can see, the exponential trendline is also a remarkably good fit. This would forecast a constant growth of 19% per year, reaching $1.1 trillion in revenues.\nIf this is maintained, not only will revenue be higher, but also with a growth rate that isn’t diminishing, current above-average valuation multiples would still be justified. With this 1.1 trillion in revenues and a PS ratio of 8.7, as it is currently, the share price could reach over $14,000 by 2030, which is of course a 19% yearly return from the current price.\nI would risk stating the obvious if I just said that differences in growth sustained in the long run can have a large effect on the value of a company, but it is useful to put it into numbers for some perspective.\nSpeaking of Alphabet’s growth, let’s see what is happening with one of its promising segments, YouTube. This platform has given Alphabet increased revenues since its acquisition. Revenues have been mostly in the form of advertising, but this could shift in the coming years. YouTube had approximately 2.3bn users in 2020, having almost doubled in five years. If this trend continues, it could count as many as 6.9bn users by 2030.\nSource:YouTube Revenue and Usage Statistics (2021) - Business of Apps\nAd revenue per user is also growing consistently, especially as the platform increases the presence of advertising to push the premium subscription. We have made a forecast based on the data from the last 4 years, which is how long this segment has been disclosed separately in Alphabet’s statements of operations.\nSource: Author’s work based on Source: YouTube Revenue and Usage Statistics (2021) - Business of Apps and company records.\nYouTube has been attempting a higher monetization of its nearly 2.3bn users by pushing premium subscriptions. The prices are not fixed around the globe, but in the US, where most of the revenue is made, it is $11.99 a month or $119.88 per year. This is significantly higher than the ad revenue per user, and although the percentage of premium users is small, it is also true that it has increased ten-fold since 2015. If the trend continues it could hit almost 12% of total users by 2030.\nSource: Author’s work based on YouTube Revenue and Usage Statistics (2021) - Business of Apps\nIf we add together the forecast for total users, percentage of premium users and projected ad revenue per (non-premium) user, we come to a forecast of what YouTube’s revenue path could look like in the coming years. You can see it summarized in this table.\n\nThis forecast suggests that YouTube could bring in revenues close to $300bn by 2030, representing a CAGR of 28% from 2020. This combined with promising prospects for the cloud business and a seemingly continuous growth of its search engine revenue, would suggest that the overall Alphabet revenue will be closer to the $1.1tn mark than the $600bn, out of the two scenarios discussed earlier. If this is the case and it becomes apparent with further news on performance, and the market perceives as we do a likely long-term return near 19%, there will be plenty of room for a higher stock price shortly.\nTakeaway\nI believe that Google’s revenues are more likely to follow the exponential growth path laid out above. This is supported byYouTube’s increasing growth and profitability prospects. In my humble opinion, Google is set to be one of the best-performing companies of the next decade, and committing part of your portfolio to this company is a decision you won’t regret.","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172845576,"gmtCreate":1626955245195,"gmtModify":1633769432009,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172845576","repostId":"1170597291","repostType":2,"repost":{"id":"1170597291","kind":"news","pubTimestamp":1626923172,"share":"https://www.laohu8.com/m/news/1170597291?lang=&edition=full","pubTime":"2021-07-22 11:06","market":"us","language":"en","title":"Apple Planning 5G-Enabled Budget iPhone: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1170597291","media":"Benzinga","summary":"Apple, Inc. is gearing up to launch the next iteration of its iPhone — theiPhone 13— in September, a","content":"<p><b>Apple, Inc.</b> is gearing up to launch the next iteration of its iPhone — theiPhone 13— in September, and analysts are optimistic concerning continued momentum for Cupertino's flagship product.</p>\n<p>It now appears the tech giant is laying the groundwork for a follow-up budget model.</p>\n<p><b>What Happened:</b>Apple's next budget iPhone, which is suffixed \"SE,\" could be launched as early as the first half of 2022, and it will come armed with an in-house A15 processor that is an integral part of premium iPhones, the Nikkei reported.</p>\n<p>The iPhone SE model will have 5G connectivity powered by <b>Qualcomm Incorporated's</b> X60 modem chips, the report said.</p>\n<p>With the planned 5G-enabled iPhone SE, Apple's iPhone portfolio will be complete with a full range of 5G offerings, Nikkei said.</p>\n<p>Apple's budget 5G iPhone, according to the report, will look like a refreshed iPhone 8 version, and have a 4.7-inch liquid crystal diode display as opposed to the OLED displays used in theiPhone 12 lineup.</p>\n<p><b>Why It's Important:</b>The first iPhone SE was released in 2016, and the next budget model came out in April 2020. The iPhone SE released in 2020 was priced at $399.</p>\n<p>The SE version makes iPhones affordable to the low end of the market, benefiting unit sales.</p>\n<p>Apple plans to transition fully to 5G phones in 2021, Nikkei said.</p>\n<p><b>Mini On Its Way Out:</b>Additionally, Apple plans to phase out its iPhone Mini model in 2022 given its lack of appeal among users. Instead, the company is likely to release a relatively cost-effective iPhone Pro Max version, according to the report.</p>\n<p>This will keep the iPhone models released in the second half of 2022 at four — two 6.1-inch handsets and two 6.7-inch ones, the report said, citing sources.</p>\n<p>At last check, Apple shares were down 0.53% at $145.37.</p>","source":"lsy1606299360108","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>Apple Planning 5G-Enabled Budget iPhone: Report</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\">\nApple Planning 5G-Enabled Budget iPhone: Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 11:06 GMT+8 <a href=https://www.benzinga.com/tech/21/07/22085978/apple-planning-5g-enabled-budget-iphone-report><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, Inc. is gearing up to launch the next iteration of its iPhone — theiPhone 13— in September, and analysts are optimistic concerning continued momentum for Cupertino's flagship product.\nIt now ...</p>\n\n<a href=\"https://www.benzinga.com/tech/21/07/22085978/apple-planning-5g-enabled-budget-iphone-report\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","AAPL":"苹果"},"source_url":"https://www.benzinga.com/tech/21/07/22085978/apple-planning-5g-enabled-budget-iphone-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170597291","content_text":"Apple, Inc. is gearing up to launch the next iteration of its iPhone — theiPhone 13— in September, and analysts are optimistic concerning continued momentum for Cupertino's flagship product.\nIt now appears the tech giant is laying the groundwork for a follow-up budget model.\nWhat Happened:Apple's next budget iPhone, which is suffixed \"SE,\" could be launched as early as the first half of 2022, and it will come armed with an in-house A15 processor that is an integral part of premium iPhones, the Nikkei reported.\nThe iPhone SE model will have 5G connectivity powered by Qualcomm Incorporated's X60 modem chips, the report said.\nWith the planned 5G-enabled iPhone SE, Apple's iPhone portfolio will be complete with a full range of 5G offerings, Nikkei said.\nApple's budget 5G iPhone, according to the report, will look like a refreshed iPhone 8 version, and have a 4.7-inch liquid crystal diode display as opposed to the OLED displays used in theiPhone 12 lineup.\nWhy It's Important:The first iPhone SE was released in 2016, and the next budget model came out in April 2020. The iPhone SE released in 2020 was priced at $399.\nThe SE version makes iPhones affordable to the low end of the market, benefiting unit sales.\nApple plans to transition fully to 5G phones in 2021, Nikkei said.\nMini On Its Way Out:Additionally, Apple plans to phase out its iPhone Mini model in 2022 given its lack of appeal among users. Instead, the company is likely to release a relatively cost-effective iPhone Pro Max version, according to the report.\nThis will keep the iPhone models released in the second half of 2022 at four — two 6.1-inch handsets and two 6.7-inch ones, the report said, citing sources.\nAt last check, Apple shares were down 0.53% at $145.37.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176196576,"gmtCreate":1626869630495,"gmtModify":1633770285250,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176196576","repostId":"2153534643","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178960867,"gmtCreate":1626782192659,"gmtModify":1633771108484,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178960867","repostId":"1162061196","repostType":2,"repost":{"id":"1162061196","kind":"news","pubTimestamp":1626780430,"share":"https://www.laohu8.com/m/news/1162061196?lang=&edition=full","pubTime":"2021-07-20 19:27","market":"us","language":"en","title":"Apple reportedly looking for Hollywood production hub for streaming content","url":"https://stock-news.laohu8.com/highlight/detail?id=1162061196","media":"Seeking Alpha","summary":"Apple is reportedly on the hunt for a large production base in Los Angeles to increase its foothold ","content":"<ul>\n <li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> is reportedly on the hunt for a large production base in Los Angeles to increase its foothold in the competitive streaming market.</li>\n <li><i>Wall Street Journal</i>sources say the production hub could exceed half a million square feet and would complement rather than replace the current soundstages.</li>\n <li>Apple TV+ launched in 2019 and remains a smaller fish in the streaming pond despite the critical success of original programming such as \"<i>Ted Lasso</i>\" and \"<i>The Morning Show</i>.\" The service is increasingly moving into original movies.</li>\n <li>Earlier this month, the <i>WSJ</i> reported that \"<i>The Morning Show</i>\" star Reese Witherspoon is mulling strategic options for her successful Hello Sunshine production company, including a potential sale. Apple was named among thepossible suitors.</li>\n</ul>\n<ul></ul>","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>Apple reportedly looking for Hollywood production hub for streaming content</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\">\nApple reportedly looking for Hollywood production hub for streaming content\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 19:27 GMT+8 <a href=https://seekingalpha.com/news/3716734-apple-reportedly-looking-for-hollywood-production-hub-for-streaming-content><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is reportedly on the hunt for a large production base in Los Angeles to increase its foothold in the competitive streaming market.\nWall Street Journalsources say the production hub could exceed ...</p>\n\n<a href=\"https://seekingalpha.com/news/3716734-apple-reportedly-looking-for-hollywood-production-hub-for-streaming-content\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3716734-apple-reportedly-looking-for-hollywood-production-hub-for-streaming-content","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162061196","content_text":"Apple is reportedly on the hunt for a large production base in Los Angeles to increase its foothold in the competitive streaming market.\nWall Street Journalsources say the production hub could exceed half a million square feet and would complement rather than replace the current soundstages.\nApple TV+ launched in 2019 and remains a smaller fish in the streaming pond despite the critical success of original programming such as \"Ted Lasso\" and \"The Morning Show.\" The service is increasingly moving into original movies.\nEarlier this month, the WSJ reported that \"The Morning Show\" star Reese Witherspoon is mulling strategic options for her successful Hello Sunshine production company, including a potential sale. Apple was named among thepossible suitors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173260650,"gmtCreate":1626662807470,"gmtModify":1633925124725,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"Will see.","listText":"Will see.","text":"Will see.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173260650","repostId":"2152566633","repostType":4,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179750123,"gmtCreate":1626579507262,"gmtModify":1633925713101,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"Potential","listText":"Potential","text":"Potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179750123","repostId":"2152681698","repostType":2,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179385630,"gmtCreate":1626486773520,"gmtModify":1633926339257,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179385630","repostId":"1198202103","repostType":4,"repost":{"id":"1198202103","kind":"news","pubTimestamp":1626481985,"share":"https://www.laohu8.com/m/news/1198202103?lang=&edition=full","pubTime":"2021-07-17 08:33","market":"us","language":"en","title":"Dow drops nearly 300 points on Friday, snaps 3-week winning streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1198202103","media":"CNBC","summary":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as ","content":"<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Dow drops nearly 300 points on Friday, snaps 3-week winning streak</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\">\nDow drops nearly 300 points on Friday, snaps 3-week winning streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 08:33 GMT+8 <a href=https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/07/15/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1198202103","content_text":"U.S. stocks fell on Friday, pushing the Dow Jones Industrials Average into the red for the week, as inflation fears overshadowed strong retail sales numbers and better-than-expected earnings reports.\nThe Dow lost 299.17 points, or 0.86%, to close at 34,687.85. The S&P 500 dipped 0.75% to 4,327.16 and the Nasdaq Composite shed 0.8% to 14,427.24.\nThe three averages closed the week lower to each snap 3-week win streaks. The Dow ended the week down 0.52%, while the S&P 500 dipped 0.97% and the Nasdaq Composite fell 1.87% during the same period.\n\nA U.S.consumer sentimentindex from the University of Michigan came in at 80.8 for the first half of July, down from 85.5 last month and worse than estimates from economists, who projected an increase. The report released Friday showed inflation expectations rising, with consumers believing prices will increase 4.8% in the next year, the highest level since August 2008.\nThe Dow gave up its gains early Friday shortly after the University of Michigan report came out 30 minutes into the session. Losses increased as the day went on with major averages closing at the lows of the session.\nThe consumer sentiment weakness “is at face value hard to square with the acceleration in employment growth and the continued resilience of the stock market,” said Andrew Hunter, senior U.S. economist at Capital Economics, but the report “suggested that concerns over surging inflation are now outweighing those positive trends.”\nInflation fears\nThe market was held back all week by inflation fears although the S&P 500 and Dow did touch new all-time highs briefly. On Tuesday, theconsumer price indexshowed a 5.4% increase in June from a year ago, the fastest pace in nearly 13 years.\nStocks got off to a good start Friday with the Dow rising more than 100 points to above 35,000 shortly after the open.Data released before the bell showed retail and food service salesrose 0.6% in June, while economists surveyed by Dow Jones had expected a 0.4% decline. If that level held, it would have been the Dow’s first close ever above 35,000.\nDespite the week’s losses, the Dow is still up 13% for the year and sits just 1.15% from an all-time high. The S&P 500 is up 15% on the year and is 1.51% below its record level.\n“The market looks broadly fairly valued to me, with most stocks priced to provide a market rate of return plus or minus a few percent,” Bill Miller, chairman and chief investment officer of Miller Value Partners,said in an investor letter.\n“There are pockets of what look like appreciable over-valuation and pockets of significant undervaluation in the US market, in my opinion. We can find plenty of names to fill our portfolios and so remain fully invested,” the value investor added.\nEnergy correction\nEnergy stocks, the hottest part of the market in 2021, fell into correction territory on Friday as oil prices pulled back from their highs.\nThe Energy Select Sector SPDR Fund fell more than 2% on Friday, the worst of any group, dropping 14% from its high. Still, the sector is up about 28% in 2021, making it the top performer of any of the 11 main industry groups.\nWeaker performance from technology stocks also weighed on the market Friday. Shares of Apple closed 1.4% lower afternotching a record closejust two days prior. Netflix shares fell ahead of the streaming giant’s second-quarter earnings report next week.\nInvestors digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy earnings and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nThe Financial Select Sector SPDR Fund ended the week 1.5% lower despite big profit growth numbers posted by the likes of JPMorgan Chase and Bank of America.\n“Good earnings might have become an excuse for some investors to take profit. And with earnings expectations so high in general, it takes a really big beat for a company to impress,” JJ Kinahan, TD Ameritrade chief market strategist, said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179386884,"gmtCreate":1626486689348,"gmtModify":1633926340988,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179386884","repostId":"1166310062","repostType":4,"repost":{"id":"1166310062","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626425479,"share":"https://www.laohu8.com/m/news/1166310062?lang=&edition=full","pubTime":"2021-07-16 16:51","market":"us","language":"en","title":"Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166310062","media":"Tiger Newspress","summary":"Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.\nModerna Inc. will replace ","content":"<p>Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.</p>\n<p><img src=\"https://static.tigerbbs.com/67fe1c018d8b5dfd6c9ed79f6402e3f0\" tg-width=\"1290\" tg-height=\"612\" referrerpolicy=\"no-referrer\">Moderna Inc. will replace Alexion Pharmaceuticals Inc. in the S&P 500 effective prior to the opening of trading on Wednesday, July 21. AstraZeneca Plc is acquiring Alexion Pharmaceuticals in a deal expected to be completed soon pending final closing conditions.</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>Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.</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\">\nModerna shares jumps 6.85% in premarket trading,as to be joining S&P 500.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-16 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.</p>\n<p><img src=\"https://static.tigerbbs.com/67fe1c018d8b5dfd6c9ed79f6402e3f0\" tg-width=\"1290\" tg-height=\"612\" referrerpolicy=\"no-referrer\">Moderna Inc. will replace Alexion Pharmaceuticals Inc. in the S&P 500 effective prior to the opening of trading on Wednesday, July 21. AstraZeneca Plc is acquiring Alexion Pharmaceuticals in a deal expected to be completed soon pending final closing conditions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALXN":"亚力兄制药","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166310062","content_text":"Moderna shares jumps 6.85% in premarket trading,as to be joining S&P 500.\nModerna Inc. will replace Alexion Pharmaceuticals Inc. in the S&P 500 effective prior to the opening of trading on Wednesday, July 21. AstraZeneca Plc is acquiring Alexion Pharmaceuticals in a deal expected to be completed soon pending final closing conditions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170818452,"gmtCreate":1626419021676,"gmtModify":1633926907289,"author":{"id":"3587018644163069","authorId":"3587018644163069","name":"Memyself","avatar":"https://static.tigerbbs.com/12b052fd7ed8d5f2b102c19249271320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587018644163069","authorIdStr":"3587018644163069"},"themes":[],"htmlText":"😲","listText":"😲","text":"😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170818452","repostId":"2151573133","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}