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2022-03-07

So what did he bought?

Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.

2022-02-23

Time to throw tesla... hahah

Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip

2022-02-15

Anything she touch drop like hell.. Good luck

Cathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged

2022-02-03

Look like she's all in on coinbase

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2022-01-26

Cannot follow.. whatever she buy drops haha

Cathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX

2022-01-18

$BioNTech SE(BNTX)$This is way oversold and the pandemic is not over

2022-01-14

$5 is a fair valuation but the price are pushed up by CW

Palantir: A Defense Of My $5 Price Target

2021-08-24

Must learn from her buy high sell low.. now buy back again

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2021-05-13

Great ariticle, would you like to share it?

Sorry, the original content has been removed

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Here's a stagflation playbook for stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417633","media":"Dow Jones","summary":"MW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n\n","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n  Critical information for the U.S. trading day \n</p>\n<p>\n  The mood is squarely risk-off, with crude and other commodities soaring after U.S. officials raised the possibility of Russian oil sanctions. That's as the world faces an ever-worsening humanitarian crisis in Ukraine, where the Russian invasion has reached day 12 and more than a million people have fled the fighting. \n</p>\n<p>\n  Against the backdrop of unpredictable and dangerous geopolitical upheaval, here is some wartime investing advice from Berkshire Hathaway's (BRKA) Warren Buffett, from an interview in 2014, the last time Russia invaded Ukraine. \n</p>\n<p>\n  \"The <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing you can be quite sure of is if we went into some very major war, the value of money would go down -- that's happened in virtually every war that I'm aware of. The last thing you'd want to do is hold money during a war,\" he said. \n</p>\n<p>\n  Buffett bought his first stock in 1942, when \"macro factors were not looking good,\" but insisted investors would frankly \"be a lot better owning productive assets over the next 50 years\" than pieces of paper. \n</p>\n<p>\n  Read:BCA analysts say a nuclear apocalypse may take us all out, but bet on stocks anyway \n</p>\n<p>\n  His words might seem to find little takers this morning, but for those unafraid to put a few dollars to work, our call of the day from the Stuck in the Middle blogger \"Mr Blonde\" offers up a stagflation playbook. \n</p>\n<p>\n  Fears of rising of inflation and slowing growth, partly driven by the COVID-19 pandemic, were weighing on some investors' minds before a war in Europe drove a spike in commodity prices. Even if the fighting resolves, \"there's a risk the damage is already done. Stay defensive and lightly risked,\" Mr. Blonde advised. \n</p>\n<p>\n  The blogger looked at past stagflation episodes as measured by U.S. manufacturing purchasing managers indexes and year/year OECD G-7 core consumer prices dating between 2019 and 1960. He found markets were in this situation 31% of the time. \n</p>\n<p>\n  Mr. Blonde deduced the best relative performances during stagflation were from defensives, such as pharmaceutical healthcare equipment and services, utilities, food and tobacco, and even defensive tech, such as software. \n</p>\n<p>\n  And if we're talking reflation, healthcare equipment and services, food and tobacco, energy and software do well in both those regimes, while automobiles and diversified financials don't. Consumer services, meanwhile, do better than consumer cyclicals during stagflation. \n</p>\n<p>\n  As for stocks, the blogger screened for \"large cap, high profitability, no extreme balance sheet leverage, good growth/momentum with focus on both estimate revisions and price momentum, and reasonable valuations with focus on FCF [free cash flow] yield.\" \n</p>\n<p>\n  The aim is idea generation and a starter for investors looking for longs, he said, but cautioned that some stocks on his list will have \"other issues and idiosyncratic drivers that overwhelm whatever macro regime resilience they may have.\" \n</p>\n<p>\n  The top five are Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), D.R. Horton <a href=\"https://laohu8.com/S/DHI\">$(DHI)$</a>, NVR <a href=\"https://laohu8.com/S/NVR\">$(NVR)$</a> and Genuine Parts <a href=\"https://laohu8.com/S/GPC\">$(GPC)$</a>. You can see the whole list and blog here \n</p>\n<p>\n  The buzz \n</p>\n<p>\n  Comments from Secretary of State Antony Blinken were driving a massive oil-price surge that began late Sunday. Blinken said U.S. and European officials are discussing a potential ban of Russian oil. Some point out how there might have been missteps here: \n</p>\n<p>\n  An estimated 1.5 million people have fled the fighting in Ukraine, as Russia offered a third cease-fire for Monday following two failed attempts over the weekend. But Ukraine has rejected that, as some of those routes lead to Russia and Belarus. Meanwhile, delegates are headed for fresh talks on Monday. \n</p>\n<p>\n  American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V), Mastercard <a href=\"https://laohu8.com/S/MA\">$(MA)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, TikTok and KPMG add to the list of companies halting operations in Russia over its invasion of Ukraine and crackdown on the media. \n</p>\n<p>\n  Bed Bath &amp; Beyond <a href=\"https://laohu8.com/S/BBBY\">$(BBBY)$</a> shares are up 38%, on news Chewy <a href=\"https://laohu8.com/S/CHWY\">$(CHWY)$</a> co-founder Ryan Cohen was taking a big stake and pushing for changes \n</p>\n<p>\n  Global COVID-19 deaths have hit six million, with remote islands now suffering infection waves and a war-driven refugee crisis in Europe also posing risks. \n</p>\n<p>\n  The markets \n</p>\n<p>\n  Stock futures are slumping, with European and Asian markets deep in the red, as oil prices  at 2008 highs. The entire commodity sector is climbing, including natural gas  on both sides of the Atlantic, and all-time highs for wheat  and palladium . On the haven front, gold  is above $2,000 an ounce, the dollar  and Swiss franc  are climbing and the euro  is tumbling. \n</p>\n<p>\n  The chart \n</p>\n<p>\n  The tickers \n</p>\n<p>\n  These were the top searched stock tickers on MarketWatch as of 6 a.m. Eastern. \n</p>\n<pre><table><tbody><tr><td>Ticker</td><td>Security name </td></tr><tr><td>TSLA</td><td>Tesla </td></tr><tr><td>GME</td><td>GameStop </td></tr><tr><td>AMC</td><td>AMC Entertainment </td></tr><tr><td>BBBY</td><td>Bed, Bath &amp; Beyond </td></tr><tr><td>NIO</td><td>NIO </td></tr><tr><td>CEI</td><td><a href=\"https://laohu8.com/S/CEI\">Camber Energy</a> </td></tr><tr><td>AAPL</td><td>Apple </td></tr><tr><td>MULN</td><td><a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a> </td></tr><tr><td>IMPP</td><td>Imperial Petroleum </td></tr><tr><td>INDO</td><td>Indonesia Energy Corp. </td></tr></tbody></table></pre>\n<p>\n  Random reads \n</p>\n<p>\n  Along with a plea for peace, singer Sting revives an 80s hit he hardly ever played. \n</p>\n<p>\n  A trucker \"freedom convoy\" hit the U.S. capital over the weekend. Not everyone was impressed. \n</p>\n<p>\n  Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n</p>\n<p>\n  Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n</p>\n<p>\n  -Barbara Kollmeyer \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  March 07, 2022 07:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Warren Buffett says never to hold money during a war. 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Here's a stagflation playbook for stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-07 20:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n  Critical information for the U.S. trading day \n</p>\n<p>\n  The mood is squarely risk-off, with crude and other commodities soaring after U.S. officials raised the possibility of Russian oil sanctions. That's as the world faces an ever-worsening humanitarian crisis in Ukraine, where the Russian invasion has reached day 12 and more than a million people have fled the fighting. \n</p>\n<p>\n  Against the backdrop of unpredictable and dangerous geopolitical upheaval, here is some wartime investing advice from Berkshire Hathaway's (BRKA) Warren Buffett, from an interview in 2014, the last time Russia invaded Ukraine. \n</p>\n<p>\n  \"The <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing you can be quite sure of is if we went into some very major war, the value of money would go down -- that's happened in virtually every war that I'm aware of. The last thing you'd want to do is hold money during a war,\" he said. \n</p>\n<p>\n  Buffett bought his first stock in 1942, when \"macro factors were not looking good,\" but insisted investors would frankly \"be a lot better owning productive assets over the next 50 years\" than pieces of paper. \n</p>\n<p>\n  Read:BCA analysts say a nuclear apocalypse may take us all out, but bet on stocks anyway \n</p>\n<p>\n  His words might seem to find little takers this morning, but for those unafraid to put a few dollars to work, our call of the day from the Stuck in the Middle blogger \"Mr Blonde\" offers up a stagflation playbook. \n</p>\n<p>\n  Fears of rising of inflation and slowing growth, partly driven by the COVID-19 pandemic, were weighing on some investors' minds before a war in Europe drove a spike in commodity prices. Even if the fighting resolves, \"there's a risk the damage is already done. Stay defensive and lightly risked,\" Mr. Blonde advised. \n</p>\n<p>\n  The blogger looked at past stagflation episodes as measured by U.S. manufacturing purchasing managers indexes and year/year OECD G-7 core consumer prices dating between 2019 and 1960. He found markets were in this situation 31% of the time. \n</p>\n<p>\n  Mr. Blonde deduced the best relative performances during stagflation were from defensives, such as pharmaceutical healthcare equipment and services, utilities, food and tobacco, and even defensive tech, such as software. \n</p>\n<p>\n  And if we're talking reflation, healthcare equipment and services, food and tobacco, energy and software do well in both those regimes, while automobiles and diversified financials don't. Consumer services, meanwhile, do better than consumer cyclicals during stagflation. \n</p>\n<p>\n  As for stocks, the blogger screened for \"large cap, high profitability, no extreme balance sheet leverage, good growth/momentum with focus on both estimate revisions and price momentum, and reasonable valuations with focus on FCF [free cash flow] yield.\" \n</p>\n<p>\n  The aim is idea generation and a starter for investors looking for longs, he said, but cautioned that some stocks on his list will have \"other issues and idiosyncratic drivers that overwhelm whatever macro regime resilience they may have.\" \n</p>\n<p>\n  The top five are Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), D.R. Horton <a href=\"https://laohu8.com/S/DHI\">$(DHI)$</a>, NVR <a href=\"https://laohu8.com/S/NVR\">$(NVR)$</a> and Genuine Parts <a href=\"https://laohu8.com/S/GPC\">$(GPC)$</a>. You can see the whole list and blog here \n</p>\n<p>\n  The buzz \n</p>\n<p>\n  Comments from Secretary of State Antony Blinken were driving a massive oil-price surge that began late Sunday. Blinken said U.S. and European officials are discussing a potential ban of Russian oil. Some point out how there might have been missteps here: \n</p>\n<p>\n  An estimated 1.5 million people have fled the fighting in Ukraine, as Russia offered a third cease-fire for Monday following two failed attempts over the weekend. But Ukraine has rejected that, as some of those routes lead to Russia and Belarus. Meanwhile, delegates are headed for fresh talks on Monday. \n</p>\n<p>\n  American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V), Mastercard <a href=\"https://laohu8.com/S/MA\">$(MA)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, TikTok and KPMG add to the list of companies halting operations in Russia over its invasion of Ukraine and crackdown on the media. \n</p>\n<p>\n  Bed Bath &amp; Beyond <a href=\"https://laohu8.com/S/BBBY\">$(BBBY)$</a> shares are up 38%, on news Chewy <a href=\"https://laohu8.com/S/CHWY\">$(CHWY)$</a> co-founder Ryan Cohen was taking a big stake and pushing for changes \n</p>\n<p>\n  Global COVID-19 deaths have hit six million, with remote islands now suffering infection waves and a war-driven refugee crisis in Europe also posing risks. \n</p>\n<p>\n  The markets \n</p>\n<p>\n  Stock futures are slumping, with European and Asian markets deep in the red, as oil prices  at 2008 highs. The entire commodity sector is climbing, including natural gas  on both sides of the Atlantic, and all-time highs for wheat  and palladium . On the haven front, gold  is above $2,000 an ounce, the dollar  and Swiss franc  are climbing and the euro  is tumbling. \n</p>\n<p>\n  The chart \n</p>\n<p>\n  The tickers \n</p>\n<p>\n  These were the top searched stock tickers on MarketWatch as of 6 a.m. Eastern. \n</p>\n<pre><table><tbody><tr><td>Ticker</td><td>Security name </td></tr><tr><td>TSLA</td><td>Tesla </td></tr><tr><td>GME</td><td>GameStop </td></tr><tr><td>AMC</td><td>AMC Entertainment </td></tr><tr><td>BBBY</td><td>Bed, Bath &amp; Beyond </td></tr><tr><td>NIO</td><td>NIO </td></tr><tr><td>CEI</td><td><a href=\"https://laohu8.com/S/CEI\">Camber Energy</a> </td></tr><tr><td>AAPL</td><td>Apple </td></tr><tr><td>MULN</td><td><a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a> </td></tr><tr><td>IMPP</td><td>Imperial Petroleum </td></tr><tr><td>INDO</td><td>Indonesia Energy Corp. </td></tr></tbody></table></pre>\n<p>\n  Random reads \n</p>\n<p>\n  Along with a plea for peace, singer Sting revives an 80s hit he hardly ever played. \n</p>\n<p>\n  A trucker \"freedom convoy\" hit the U.S. capital over the weekend. Not everyone was impressed. \n</p>\n<p>\n  Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n</p>\n<p>\n  Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n</p>\n<p>\n  -Barbara Kollmeyer \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  March 07, 2022 07:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4166":"消费信贷","CHWY":"Chewy, Inc.","BBBY":"3B家居","BK4579":"人工智能","BK4550":"红杉资本持仓","GPC":"Genuine Parts Co","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4508":"社交媒体","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4088":"住宅建筑","BK4514":"搜索引擎","QNETCN":"纳斯达克中美互联网老虎指数","V":"Visa","MA":"万事达","BK4106":"数据处理与外包服务","TSLA":"特斯拉","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4178":"家庭装饰零售","BK4144":"石油与天然气的储存和运输","BK4553":"喜马拉雅资本持仓","BK4108":"电影和娱乐","AXP":"美国运通","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","IMPP":"Imperial Petroleum Inc","BRK.B":"伯克希尔B","BK4555":"新能源车","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","NFLX":"奈飞","BK4159":"经销商","NVR":"NVR Inc","BK4566":"资本集团","BRK.A":"伯克希尔","BK4524":"宅经济概念"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417633","content_text":"MW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n\n\n  By Barbara Kollmeyer \n\n\n  Critical information for the U.S. trading day \n\n\n  The mood is squarely risk-off, with crude and other commodities soaring after U.S. officials raised the possibility of Russian oil sanctions. That's as the world faces an ever-worsening humanitarian crisis in Ukraine, where the Russian invasion has reached day 12 and more than a million people have fled the fighting. \n\n\n  Against the backdrop of unpredictable and dangerous geopolitical upheaval, here is some wartime investing advice from Berkshire Hathaway's (BRKA) Warren Buffett, from an interview in 2014, the last time Russia invaded Ukraine. \n\n\n  \"The one thing you can be quite sure of is if we went into some very major war, the value of money would go down -- that's happened in virtually every war that I'm aware of. The last thing you'd want to do is hold money during a war,\" he said. \n\n\n  Buffett bought his first stock in 1942, when \"macro factors were not looking good,\" but insisted investors would frankly \"be a lot better owning productive assets over the next 50 years\" than pieces of paper. \n\n\n  Read:BCA analysts say a nuclear apocalypse may take us all out, but bet on stocks anyway \n\n\n  His words might seem to find little takers this morning, but for those unafraid to put a few dollars to work, our call of the day from the Stuck in the Middle blogger \"Mr Blonde\" offers up a stagflation playbook. \n\n\n  Fears of rising of inflation and slowing growth, partly driven by the COVID-19 pandemic, were weighing on some investors' minds before a war in Europe drove a spike in commodity prices. Even if the fighting resolves, \"there's a risk the damage is already done. Stay defensive and lightly risked,\" Mr. Blonde advised. \n\n\n  The blogger looked at past stagflation episodes as measured by U.S. manufacturing purchasing managers indexes and year/year OECD G-7 core consumer prices dating between 2019 and 1960. He found markets were in this situation 31% of the time. \n\n\n  Mr. Blonde deduced the best relative performances during stagflation were from defensives, such as pharmaceutical healthcare equipment and services, utilities, food and tobacco, and even defensive tech, such as software. \n\n\n  And if we're talking reflation, healthcare equipment and services, food and tobacco, energy and software do well in both those regimes, while automobiles and diversified financials don't. Consumer services, meanwhile, do better than consumer cyclicals during stagflation. \n\n\n  As for stocks, the blogger screened for \"large cap, high profitability, no extreme balance sheet leverage, good growth/momentum with focus on both estimate revisions and price momentum, and reasonable valuations with focus on FCF [free cash flow] yield.\" \n\n\n  The aim is idea generation and a starter for investors looking for longs, he said, but cautioned that some stocks on his list will have \"other issues and idiosyncratic drivers that overwhelm whatever macro regime resilience they may have.\" \n\n\n  The top five are Alphabet $(GOOGL)$, Meta Platforms (FB), D.R. Horton $(DHI)$, NVR $(NVR)$ and Genuine Parts $(GPC)$. You can see the whole list and blog here \n\n\n  The buzz \n\n\n  Comments from Secretary of State Antony Blinken were driving a massive oil-price surge that began late Sunday. Blinken said U.S. and European officials are discussing a potential ban of Russian oil. Some point out how there might have been missteps here: \n\n\n  An estimated 1.5 million people have fled the fighting in Ukraine, as Russia offered a third cease-fire for Monday following two failed attempts over the weekend. But Ukraine has rejected that, as some of those routes lead to Russia and Belarus. Meanwhile, delegates are headed for fresh talks on Monday. \n\n\n  American Express $(AXP)$, Visa (V), Mastercard $(MA)$, Netflix $(NFLX)$, TikTok and KPMG add to the list of companies halting operations in Russia over its invasion of Ukraine and crackdown on the media. \n\n\n  Bed Bath & Beyond $(BBBY)$ shares are up 38%, on news Chewy $(CHWY)$ co-founder Ryan Cohen was taking a big stake and pushing for changes \n\n\n  Global COVID-19 deaths have hit six million, with remote islands now suffering infection waves and a war-driven refugee crisis in Europe also posing risks. \n\n\n  The markets \n\n\n  Stock futures are slumping, with European and Asian markets deep in the red, as oil prices  at 2008 highs. The entire commodity sector is climbing, including natural gas  on both sides of the Atlantic, and all-time highs for wheat  and palladium . On the haven front, gold  is above $2,000 an ounce, the dollar  and Swiss franc  are climbing and the euro  is tumbling. \n\n\n  The chart \n\n\n  The tickers \n\n\n  These were the top searched stock tickers on MarketWatch as of 6 a.m. Eastern. \n\nTickerSecurity name TSLATesla GMEGameStop AMCAMC Entertainment BBBYBed, Bath & Beyond NIONIO CEICamber Energy AAPLApple MULNMullen Automotive IMPPImperial Petroleum INDOIndonesia Energy Corp. \n\n  Random reads \n\n\n  Along with a plea for peace, singer Sting revives an 80s hit he hardly ever played. \n\n\n  A trucker \"freedom convoy\" hit the U.S. capital over the weekend. Not everyone was impressed. \n\n\n  Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n\n\n  Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n\n\n  -Barbara Kollmeyer \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  March 07, 2022 07:15 ET (12:15 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030989066,"gmtCreate":1645603306455,"gmtModify":1676534044770,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Time to throw tesla... hahah","listText":"Time to throw tesla... hahah","text":"Time to throw tesla... hahah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9030989066","repostId":"1100075934","repostType":2,"repost":{"id":"1100075934","kind":"news","pubTimestamp":1645598764,"share":"https://ttm.financial/m/news/1100075934?lang=&edition=full_marsco","pubTime":"2022-02-23 14:46","market":"us","language":"en","title":"Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1100075934","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth ne","content":"<html><head></head><body><p><b>Cathie Wood’s</b> Ark Investment Management sold 11,761,901 shares of <b>Palantir Technologies Inc</b> worth nearly $123.3 million — based on the stock’s Tuesday closing.</p><p>Palantir shares ended Tuesday’s regular session 4.9% lower at $10.48. The <b>Peter Thiel-co-founded</b> company’s shares were mostly unchanged in the after-hours trading.</p><p>Palantir missed earnings estimates earlier in the month for the fourth quarter, following which Wood has been on a dumping spree. On Feb.18, Ark sold 13.5 million shares of Palantir worth an estimated $148.9 million.</p><p>Wood’s latest sale of PLTR shares came on a day when the company announced a partnership with the U.S. Centers for Disease Control and Prevention centered around a fight against COVID-19.</p><p>Ark also purchased 24,366 shares of <b>Tesla Inc</b>, worth $20.02 million, on Tuesday.</p><p>Tesla shares rose 1.15% to $831 in the after-hours trading on Tuesday. The shares ended the regular session 4.1% lower at $821.53.</p><p>The <b>Elon Musk</b>-led automaker is Ark Invest’s largest holding across funds. The market value of shares held by Ark was worth $1.32 billion at Tuesday’s closing.</p><p>Tesla shares fell along with other automotive names on Tuesday as investors weighed in the potential impact of rising Russia-Ukraine tensions.</p></body></html>","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>Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip</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\">\nCathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth nearly $123.3 million — based on the stock’s Tuesday closing.Palantir shares ended Tuesday’s regular ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip\">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://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100075934","content_text":"Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth nearly $123.3 million — based on the stock’s Tuesday closing.Palantir shares ended Tuesday’s regular session 4.9% lower at $10.48. The Peter Thiel-co-founded company’s shares were mostly unchanged in the after-hours trading.Palantir missed earnings estimates earlier in the month for the fourth quarter, following which Wood has been on a dumping spree. On Feb.18, Ark sold 13.5 million shares of Palantir worth an estimated $148.9 million.Wood’s latest sale of PLTR shares came on a day when the company announced a partnership with the U.S. Centers for Disease Control and Prevention centered around a fight against COVID-19.Ark also purchased 24,366 shares of Tesla Inc, worth $20.02 million, on Tuesday.Tesla shares rose 1.15% to $831 in the after-hours trading on Tuesday. The shares ended the regular session 4.1% lower at $821.53.The Elon Musk-led automaker is Ark Invest’s largest holding across funds. The market value of shares held by Ark was worth $1.32 billion at Tuesday’s closing.Tesla shares fell along with other automotive names on Tuesday as investors weighed in the potential impact of rising Russia-Ukraine tensions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095290822,"gmtCreate":1644917431969,"gmtModify":1676533975401,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Anything she touch drop like hell.. Good luck","listText":"Anything she touch drop like hell.. Good luck","text":"Anything she touch drop like hell.. Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9095290822","repostId":"2211686008","repostType":4,"repost":{"id":"2211686008","kind":"news","pubTimestamp":1644908201,"share":"https://ttm.financial/m/news/2211686008?lang=&edition=full_marsco","pubTime":"2022-02-15 14:56","market":"us","language":"en","title":"Cathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged","url":"https://stock-news.laohu8.com/highlight/detail?id=2211686008","media":"Bloomberg","summary":"(Bloomberg) -- Cathie Wood took advantage of a record slump in Sea Ltd., snapping up more of the gam","content":"<html><head></head><body><p>(Bloomberg) -- Cathie Wood took advantage of a record slump in <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>., snapping up more of the gaming firm’s shares after India banned <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its products.</p><p>Wood’s thematic investing firm ARK Investment Management LLC bought more than 145,000 Sea shares on Monday, with the Ark Next Generation Internet ETF buying up the bulk, according to the firm’s daily trading updates compiled by Bloomberg. Sea closed down 18% in New York after India banned its marquee game Free Fire, extending a selloff in its shares to 65% from an Oct. 19 peak.</p><p>Analysts have cited a slowdown in gaming revenues, user growth and pressures on its e-commerce business among the factors weighing on Sea’s shares. India’s move to ban 54 apps due to security concerns, including Sea’s Free Fire, have only added to the headwinds.</p><p>“The ban certainly clouds Sea’s outlook a little, not just for gaming but e-commerce too,” said Bloomberg Intelligence analyst Nathan Naidu. He added that it also raised concerns about the firm’s ability to expand into new markets.</p><p>Ark has been accumulating Sea shares since the start of this year and the frequency of its purchases increased this month. Ark ETFs have bought Sea shares almost every day in February, Bloomberg-compiled data showed.</p><p>Sea -- founded in Singapore by Chinese-born founders who became Singaporean citizens -- has been growing its gaming and e-commerce business globally with early backing from Tencent Holdings Ltd., the largest shareholder of the company.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged</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\">\nCathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-ark-bought-sea-045441291.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Cathie Wood took advantage of a record slump in Sea Ltd., snapping up more of the gaming firm’s shares after India banned one of its products.Wood’s thematic investing firm ARK ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-ark-bought-sea-045441291.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4544":"ARK ETF合集","ARKK":"ARK Innovation ETF","SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/cathie-wood-ark-bought-sea-045441291.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2211686008","content_text":"(Bloomberg) -- Cathie Wood took advantage of a record slump in Sea Ltd., snapping up more of the gaming firm’s shares after India banned one of its products.Wood’s thematic investing firm ARK Investment Management LLC bought more than 145,000 Sea shares on Monday, with the Ark Next Generation Internet ETF buying up the bulk, according to the firm’s daily trading updates compiled by Bloomberg. Sea closed down 18% in New York after India banned its marquee game Free Fire, extending a selloff in its shares to 65% from an Oct. 19 peak.Analysts have cited a slowdown in gaming revenues, user growth and pressures on its e-commerce business among the factors weighing on Sea’s shares. India’s move to ban 54 apps due to security concerns, including Sea’s Free Fire, have only added to the headwinds.“The ban certainly clouds Sea’s outlook a little, not just for gaming but e-commerce too,” said Bloomberg Intelligence analyst Nathan Naidu. He added that it also raised concerns about the firm’s ability to expand into new markets.Ark has been accumulating Sea shares since the start of this year and the frequency of its purchases increased this month. Ark ETFs have bought Sea shares almost every day in February, Bloomberg-compiled data showed.Sea -- founded in Singapore by Chinese-born founders who became Singaporean citizens -- has been growing its gaming and e-commerce business globally with early backing from Tencent Holdings Ltd., the largest shareholder of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090019857770890","authorId":"4090019857770890","name":"chaicka","avatar":"https://static.tigerbbs.com/c0c291a2a7983f128cf68e5b01fedd73","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090019857770890","authorIdStr":"4090019857770890"},"content":"That’s the whole idea. Hype it up using influencial and social media, once it’s high enough cash out before speculators/FOMOs can react. [Tongue]","text":"That’s the whole idea. Hype it up using influencial and social media, once it’s high enough cash out before speculators/FOMOs can react. [Tongue]","html":"That’s the whole idea. Hype it up using influencial and social media, once it’s high enough cash out before speculators/FOMOs can react. [Tongue]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091671815,"gmtCreate":1643860627736,"gmtModify":1676533865119,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Look like she's all in on coinbase","listText":"Look like she's all in on coinbase","text":"Look like she's all in on coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091671815","repostId":"1163532013","repostType":2,"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090260745,"gmtCreate":1643199851945,"gmtModify":1676533784232,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Cannot follow.. whatever she buy drops haha","listText":"Cannot follow.. whatever she buy drops haha","text":"Cannot follow.. whatever she buy drops haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9090260745","repostId":"1114547978","repostType":2,"repost":{"id":"1114547978","kind":"news","pubTimestamp":1643185079,"share":"https://ttm.financial/m/news/1114547978?lang=&edition=full_marsco","pubTime":"2022-01-26 16:17","market":"us","language":"en","title":"Cathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=1114547978","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Tuesday bought 24,400 shares — estimated to be worth ab","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Tuesday bought 24,400 shares — estimated to be worth about $137,616 based on the latest closing price — in <b>Velo3D Inc</b>, the 3D company that went public last year via a merger with special purpose acquisition company <b>Jaws Spitfire Acquisition Corp</b>.</p><p>Shares of Velo3D closed 3.87% higher at $5.6 on Tuesday. The stock is down 28% year-to-date. Ark bought the shares in the 3D printer supplier for SpaceX — the space exploration company led by <b>Tesla Inc</b> CEO <b>ElonMusk</b> <b>—</b>via <b>the</b> <b>Ark Space Exploration &amp; Innovation ETF</b>.</p><p>The <b>Ark Autonomous Technology &amp; Robotics ETF</b> too owns shares in Velo3D.</p><p>Both ARKQ and ARKX together held 6.9 million shares, worth $37.6 million, in Velo3D ahead of Tuesday&#39;s trade.</p><p></p></body></html>","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>Cathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX</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\">\nCathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25225704/cathie-wood-buys-another-137k-in-this-supplier-of-elon-musk-led-spacex><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Tuesday bought 24,400 shares — estimated to be worth about $137,616 based on the latest closing price — in Velo3D Inc, the 3D company that went public last...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25225704/cathie-wood-buys-another-137k-in-this-supplier-of-elon-musk-led-spacex\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","VELO":"Velocity Acquisition Corp"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25225704/cathie-wood-buys-another-137k-in-this-supplier-of-elon-musk-led-spacex","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114547978","content_text":"Cathie Wood-led Ark Investment Management on Tuesday bought 24,400 shares — estimated to be worth about $137,616 based on the latest closing price — in Velo3D Inc, the 3D company that went public last year via a merger with special purpose acquisition company Jaws Spitfire Acquisition Corp.Shares of Velo3D closed 3.87% higher at $5.6 on Tuesday. The stock is down 28% year-to-date. Ark bought the shares in the 3D printer supplier for SpaceX — the space exploration company led by Tesla Inc CEO ElonMusk —via the Ark Space Exploration & Innovation ETF.The Ark Autonomous Technology & Robotics ETF too owns shares in Velo3D.Both ARKQ and ARKX together held 6.9 million shares, worth $37.6 million, in Velo3D ahead of Tuesday's trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004110637,"gmtCreate":1642532582058,"gmtModify":1676533719059,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BNTX\">$BioNTech SE(BNTX)$</a>This is way oversold and the pandemic is not over","listText":"<a href=\"https://ttm.financial/S/BNTX\">$BioNTech SE(BNTX)$</a>This is way oversold and the pandemic is not over","text":"$BioNTech SE(BNTX)$This is way oversold and the pandemic is not over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9004110637","isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087475573507020","authorId":"4087475573507020","name":"PhewyPompipi","avatar":"https://static.tigerbbs.com/10a26daea90fabdea45079a2a026323c","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087475573507020","authorIdStr":"4087475573507020"},"content":"will the price ever recover?","text":"will the price ever recover?","html":"will the price ever recover?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005988455,"gmtCreate":1642144165469,"gmtModify":1676533686186,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"$5 is a fair valuation but the price are pushed up by CW","listText":"$5 is a fair valuation but the price are pushed up by CW","text":"$5 is a fair valuation but the price are pushed up by CW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005988455","repostId":"1189278661","repostType":2,"repost":{"id":"1189278661","kind":"news","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=&edition=full_marsco","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</p></body></html>","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: A Defense Of My $5 Price Target</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: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">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/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834828626,"gmtCreate":1629791674865,"gmtModify":1676530132103,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Must learn from her buy high sell low.. now buy back again","listText":"Must learn from her buy high sell low.. now buy back again","text":"Must learn from her buy high sell low.. now buy back again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834828626","repostId":"1196529782","repostType":2,"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198047119,"gmtCreate":1620915777531,"gmtModify":1704350446335,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"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://ttm.financial/post/198047119","repostId":"2135330629","repostType":2,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9004110637,"gmtCreate":1642532582058,"gmtModify":1676533719059,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BNTX\">$BioNTech SE(BNTX)$</a>This is way oversold and the pandemic is not over","listText":"<a href=\"https://ttm.financial/S/BNTX\">$BioNTech SE(BNTX)$</a>This is way oversold and the pandemic is not over","text":"$BioNTech SE(BNTX)$This is way oversold and the pandemic is not over","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9004110637","isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087475573507020","authorId":"4087475573507020","name":"PhewyPompipi","avatar":"https://static.tigerbbs.com/10a26daea90fabdea45079a2a026323c","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087475573507020","authorIdStr":"4087475573507020"},"content":"will the price ever recover?","text":"will the price ever recover?","html":"will the price ever recover?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030989066,"gmtCreate":1645603306455,"gmtModify":1676534044770,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Time to throw tesla... hahah","listText":"Time to throw tesla... hahah","text":"Time to throw tesla... hahah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9030989066","repostId":"1100075934","repostType":2,"repost":{"id":"1100075934","kind":"news","pubTimestamp":1645598764,"share":"https://ttm.financial/m/news/1100075934?lang=&edition=full_marsco","pubTime":"2022-02-23 14:46","market":"us","language":"en","title":"Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1100075934","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth ne","content":"<html><head></head><body><p><b>Cathie Wood’s</b> Ark Investment Management sold 11,761,901 shares of <b>Palantir Technologies Inc</b> worth nearly $123.3 million — based on the stock’s Tuesday closing.</p><p>Palantir shares ended Tuesday’s regular session 4.9% lower at $10.48. The <b>Peter Thiel-co-founded</b> company’s shares were mostly unchanged in the after-hours trading.</p><p>Palantir missed earnings estimates earlier in the month for the fourth quarter, following which Wood has been on a dumping spree. On Feb.18, Ark sold 13.5 million shares of Palantir worth an estimated $148.9 million.</p><p>Wood’s latest sale of PLTR shares came on a day when the company announced a partnership with the U.S. Centers for Disease Control and Prevention centered around a fight against COVID-19.</p><p>Ark also purchased 24,366 shares of <b>Tesla Inc</b>, worth $20.02 million, on Tuesday.</p><p>Tesla shares rose 1.15% to $831 in the after-hours trading on Tuesday. The shares ended the regular session 4.1% lower at $821.53.</p><p>The <b>Elon Musk</b>-led automaker is Ark Invest’s largest holding across funds. The market value of shares held by Ark was worth $1.32 billion at Tuesday’s closing.</p><p>Tesla shares fell along with other automotive names on Tuesday as investors weighed in the potential impact of rising Russia-Ukraine tensions.</p></body></html>","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>Cathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip</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\">\nCathie Wood Dumps Another $123M In Palantir Shares, Loads Up $20M In Tesla On The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 14:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth nearly $123.3 million — based on the stock’s Tuesday closing.Palantir shares ended Tuesday’s regular ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip\">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://www.benzinga.com/trading-ideas/long-ideas/22/02/25770588/cathie-wood-dumps-another-123m-in-palantir-shares-loads-up-20m-in-tesla-on-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100075934","content_text":"Cathie Wood’s Ark Investment Management sold 11,761,901 shares of Palantir Technologies Inc worth nearly $123.3 million — based on the stock’s Tuesday closing.Palantir shares ended Tuesday’s regular session 4.9% lower at $10.48. The Peter Thiel-co-founded company’s shares were mostly unchanged in the after-hours trading.Palantir missed earnings estimates earlier in the month for the fourth quarter, following which Wood has been on a dumping spree. On Feb.18, Ark sold 13.5 million shares of Palantir worth an estimated $148.9 million.Wood’s latest sale of PLTR shares came on a day when the company announced a partnership with the U.S. Centers for Disease Control and Prevention centered around a fight against COVID-19.Ark also purchased 24,366 shares of Tesla Inc, worth $20.02 million, on Tuesday.Tesla shares rose 1.15% to $831 in the after-hours trading on Tuesday. The shares ended the regular session 4.1% lower at $821.53.The Elon Musk-led automaker is Ark Invest’s largest holding across funds. The market value of shares held by Ark was worth $1.32 billion at Tuesday’s closing.Tesla shares fell along with other automotive names on Tuesday as investors weighed in the potential impact of rising Russia-Ukraine tensions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095290822,"gmtCreate":1644917431969,"gmtModify":1676533975401,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Anything she touch drop like hell.. Good luck","listText":"Anything she touch drop like hell.. Good luck","text":"Anything she touch drop like hell.. Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9095290822","repostId":"2211686008","repostType":4,"repost":{"id":"2211686008","kind":"news","pubTimestamp":1644908201,"share":"https://ttm.financial/m/news/2211686008?lang=&edition=full_marsco","pubTime":"2022-02-15 14:56","market":"us","language":"en","title":"Cathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged","url":"https://stock-news.laohu8.com/highlight/detail?id=2211686008","media":"Bloomberg","summary":"(Bloomberg) -- Cathie Wood took advantage of a record slump in Sea Ltd., snapping up more of the gam","content":"<html><head></head><body><p>(Bloomberg) -- Cathie Wood took advantage of a record slump in <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>., snapping up more of the gaming firm’s shares after India banned <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its products.</p><p>Wood’s thematic investing firm ARK Investment Management LLC bought more than 145,000 Sea shares on Monday, with the Ark Next Generation Internet ETF buying up the bulk, according to the firm’s daily trading updates compiled by Bloomberg. Sea closed down 18% in New York after India banned its marquee game Free Fire, extending a selloff in its shares to 65% from an Oct. 19 peak.</p><p>Analysts have cited a slowdown in gaming revenues, user growth and pressures on its e-commerce business among the factors weighing on Sea’s shares. India’s move to ban 54 apps due to security concerns, including Sea’s Free Fire, have only added to the headwinds.</p><p>“The ban certainly clouds Sea’s outlook a little, not just for gaming but e-commerce too,” said Bloomberg Intelligence analyst Nathan Naidu. He added that it also raised concerns about the firm’s ability to expand into new markets.</p><p>Ark has been accumulating Sea shares since the start of this year and the frequency of its purchases increased this month. Ark ETFs have bought Sea shares almost every day in February, Bloomberg-compiled data showed.</p><p>Sea -- founded in Singapore by Chinese-born founders who became Singaporean citizens -- has been growing its gaming and e-commerce business globally with early backing from Tencent Holdings Ltd., the largest shareholder of the company.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged</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\">\nCathie Wood’s Ark Bought Sea Shares as Gaming Firm Plunged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cathie-wood-ark-bought-sea-045441291.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Cathie Wood took advantage of a record slump in Sea Ltd., snapping up more of the gaming firm’s shares after India banned one of its products.Wood’s thematic investing firm ARK ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-ark-bought-sea-045441291.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4544":"ARK ETF合集","ARKK":"ARK Innovation ETF","SE":"Sea Ltd"},"source_url":"https://finance.yahoo.com/news/cathie-wood-ark-bought-sea-045441291.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2211686008","content_text":"(Bloomberg) -- Cathie Wood took advantage of a record slump in Sea Ltd., snapping up more of the gaming firm’s shares after India banned one of its products.Wood’s thematic investing firm ARK Investment Management LLC bought more than 145,000 Sea shares on Monday, with the Ark Next Generation Internet ETF buying up the bulk, according to the firm’s daily trading updates compiled by Bloomberg. Sea closed down 18% in New York after India banned its marquee game Free Fire, extending a selloff in its shares to 65% from an Oct. 19 peak.Analysts have cited a slowdown in gaming revenues, user growth and pressures on its e-commerce business among the factors weighing on Sea’s shares. India’s move to ban 54 apps due to security concerns, including Sea’s Free Fire, have only added to the headwinds.“The ban certainly clouds Sea’s outlook a little, not just for gaming but e-commerce too,” said Bloomberg Intelligence analyst Nathan Naidu. He added that it also raised concerns about the firm’s ability to expand into new markets.Ark has been accumulating Sea shares since the start of this year and the frequency of its purchases increased this month. Ark ETFs have bought Sea shares almost every day in February, Bloomberg-compiled data showed.Sea -- founded in Singapore by Chinese-born founders who became Singaporean citizens -- has been growing its gaming and e-commerce business globally with early backing from Tencent Holdings Ltd., the largest shareholder of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090019857770890","authorId":"4090019857770890","name":"chaicka","avatar":"https://static.tigerbbs.com/c0c291a2a7983f128cf68e5b01fedd73","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090019857770890","authorIdStr":"4090019857770890"},"content":"That’s the whole idea. Hype it up using influencial and social media, once it’s high enough cash out before speculators/FOMOs can react. [Tongue]","text":"That’s the whole idea. Hype it up using influencial and social media, once it’s high enough cash out before speculators/FOMOs can react. [Tongue]","html":"That’s the whole idea. Hype it up using influencial and social media, once it’s high enough cash out before speculators/FOMOs can react. [Tongue]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090260745,"gmtCreate":1643199851945,"gmtModify":1676533784232,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Cannot follow.. whatever she buy drops haha","listText":"Cannot follow.. whatever she buy drops haha","text":"Cannot follow.. whatever she buy drops haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9090260745","repostId":"1114547978","repostType":2,"repost":{"id":"1114547978","kind":"news","pubTimestamp":1643185079,"share":"https://ttm.financial/m/news/1114547978?lang=&edition=full_marsco","pubTime":"2022-01-26 16:17","market":"us","language":"en","title":"Cathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=1114547978","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Tuesday bought 24,400 shares — estimated to be worth ab","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Tuesday bought 24,400 shares — estimated to be worth about $137,616 based on the latest closing price — in <b>Velo3D Inc</b>, the 3D company that went public last year via a merger with special purpose acquisition company <b>Jaws Spitfire Acquisition Corp</b>.</p><p>Shares of Velo3D closed 3.87% higher at $5.6 on Tuesday. The stock is down 28% year-to-date. Ark bought the shares in the 3D printer supplier for SpaceX — the space exploration company led by <b>Tesla Inc</b> CEO <b>ElonMusk</b> <b>—</b>via <b>the</b> <b>Ark Space Exploration &amp; Innovation ETF</b>.</p><p>The <b>Ark Autonomous Technology &amp; Robotics ETF</b> too owns shares in Velo3D.</p><p>Both ARKQ and ARKX together held 6.9 million shares, worth $37.6 million, in Velo3D ahead of Tuesday&#39;s trade.</p><p></p></body></html>","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>Cathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX</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\">\nCathie Wood Buys Another $137K In This Supplier Of Elon Musk-Led SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-26 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25225704/cathie-wood-buys-another-137k-in-this-supplier-of-elon-musk-led-spacex><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Tuesday bought 24,400 shares — estimated to be worth about $137,616 based on the latest closing price — in Velo3D Inc, the 3D company that went public last...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25225704/cathie-wood-buys-another-137k-in-this-supplier-of-elon-musk-led-spacex\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","VELO":"Velocity Acquisition Corp"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25225704/cathie-wood-buys-another-137k-in-this-supplier-of-elon-musk-led-spacex","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114547978","content_text":"Cathie Wood-led Ark Investment Management on Tuesday bought 24,400 shares — estimated to be worth about $137,616 based on the latest closing price — in Velo3D Inc, the 3D company that went public last year via a merger with special purpose acquisition company Jaws Spitfire Acquisition Corp.Shares of Velo3D closed 3.87% higher at $5.6 on Tuesday. The stock is down 28% year-to-date. Ark bought the shares in the 3D printer supplier for SpaceX — the space exploration company led by Tesla Inc CEO ElonMusk —via the Ark Space Exploration & Innovation ETF.The Ark Autonomous Technology & Robotics ETF too owns shares in Velo3D.Both ARKQ and ARKX together held 6.9 million shares, worth $37.6 million, in Velo3D ahead of Tuesday's trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091671815,"gmtCreate":1643860627736,"gmtModify":1676533865119,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Look like she's all in on coinbase","listText":"Look like she's all in on coinbase","text":"Look like she's all in on coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091671815","repostId":"1163532013","repostType":2,"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005988455,"gmtCreate":1642144165469,"gmtModify":1676533686186,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"$5 is a fair valuation but the price are pushed up by CW","listText":"$5 is a fair valuation but the price are pushed up by CW","text":"$5 is a fair valuation but the price are pushed up by CW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005988455","repostId":"1189278661","repostType":2,"repost":{"id":"1189278661","kind":"news","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=&edition=full_marsco","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</p></body></html>","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: A Defense Of My $5 Price Target</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: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">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/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031767185,"gmtCreate":1646673698421,"gmtModify":1676534149289,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"So what did he bought?","listText":"So what did he bought?","text":"So what did he bought?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031767185","repostId":"2217417633","repostType":2,"repost":{"id":"2217417633","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1646655300,"share":"https://ttm.financial/m/news/2217417633?lang=&edition=full_marsco","pubTime":"2022-03-07 20:15","market":"us","language":"en","title":"Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417633","media":"Dow Jones","summary":"MW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n\n","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n  Critical information for the U.S. trading day \n</p>\n<p>\n  The mood is squarely risk-off, with crude and other commodities soaring after U.S. officials raised the possibility of Russian oil sanctions. That's as the world faces an ever-worsening humanitarian crisis in Ukraine, where the Russian invasion has reached day 12 and more than a million people have fled the fighting. \n</p>\n<p>\n  Against the backdrop of unpredictable and dangerous geopolitical upheaval, here is some wartime investing advice from Berkshire Hathaway's (BRKA) Warren Buffett, from an interview in 2014, the last time Russia invaded Ukraine. \n</p>\n<p>\n  \"The <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing you can be quite sure of is if we went into some very major war, the value of money would go down -- that's happened in virtually every war that I'm aware of. The last thing you'd want to do is hold money during a war,\" he said. \n</p>\n<p>\n  Buffett bought his first stock in 1942, when \"macro factors were not looking good,\" but insisted investors would frankly \"be a lot better owning productive assets over the next 50 years\" than pieces of paper. \n</p>\n<p>\n  Read:BCA analysts say a nuclear apocalypse may take us all out, but bet on stocks anyway \n</p>\n<p>\n  His words might seem to find little takers this morning, but for those unafraid to put a few dollars to work, our call of the day from the Stuck in the Middle blogger \"Mr Blonde\" offers up a stagflation playbook. \n</p>\n<p>\n  Fears of rising of inflation and slowing growth, partly driven by the COVID-19 pandemic, were weighing on some investors' minds before a war in Europe drove a spike in commodity prices. Even if the fighting resolves, \"there's a risk the damage is already done. Stay defensive and lightly risked,\" Mr. Blonde advised. \n</p>\n<p>\n  The blogger looked at past stagflation episodes as measured by U.S. manufacturing purchasing managers indexes and year/year OECD G-7 core consumer prices dating between 2019 and 1960. He found markets were in this situation 31% of the time. \n</p>\n<p>\n  Mr. Blonde deduced the best relative performances during stagflation were from defensives, such as pharmaceutical healthcare equipment and services, utilities, food and tobacco, and even defensive tech, such as software. \n</p>\n<p>\n  And if we're talking reflation, healthcare equipment and services, food and tobacco, energy and software do well in both those regimes, while automobiles and diversified financials don't. Consumer services, meanwhile, do better than consumer cyclicals during stagflation. \n</p>\n<p>\n  As for stocks, the blogger screened for \"large cap, high profitability, no extreme balance sheet leverage, good growth/momentum with focus on both estimate revisions and price momentum, and reasonable valuations with focus on FCF [free cash flow] yield.\" \n</p>\n<p>\n  The aim is idea generation and a starter for investors looking for longs, he said, but cautioned that some stocks on his list will have \"other issues and idiosyncratic drivers that overwhelm whatever macro regime resilience they may have.\" \n</p>\n<p>\n  The top five are Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), D.R. Horton <a href=\"https://laohu8.com/S/DHI\">$(DHI)$</a>, NVR <a href=\"https://laohu8.com/S/NVR\">$(NVR)$</a> and Genuine Parts <a href=\"https://laohu8.com/S/GPC\">$(GPC)$</a>. You can see the whole list and blog here \n</p>\n<p>\n  The buzz \n</p>\n<p>\n  Comments from Secretary of State Antony Blinken were driving a massive oil-price surge that began late Sunday. Blinken said U.S. and European officials are discussing a potential ban of Russian oil. Some point out how there might have been missteps here: \n</p>\n<p>\n  An estimated 1.5 million people have fled the fighting in Ukraine, as Russia offered a third cease-fire for Monday following two failed attempts over the weekend. But Ukraine has rejected that, as some of those routes lead to Russia and Belarus. Meanwhile, delegates are headed for fresh talks on Monday. \n</p>\n<p>\n  American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V), Mastercard <a href=\"https://laohu8.com/S/MA\">$(MA)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, TikTok and KPMG add to the list of companies halting operations in Russia over its invasion of Ukraine and crackdown on the media. \n</p>\n<p>\n  Bed Bath &amp; Beyond <a href=\"https://laohu8.com/S/BBBY\">$(BBBY)$</a> shares are up 38%, on news Chewy <a href=\"https://laohu8.com/S/CHWY\">$(CHWY)$</a> co-founder Ryan Cohen was taking a big stake and pushing for changes \n</p>\n<p>\n  Global COVID-19 deaths have hit six million, with remote islands now suffering infection waves and a war-driven refugee crisis in Europe also posing risks. \n</p>\n<p>\n  The markets \n</p>\n<p>\n  Stock futures are slumping, with European and Asian markets deep in the red, as oil prices  at 2008 highs. The entire commodity sector is climbing, including natural gas  on both sides of the Atlantic, and all-time highs for wheat  and palladium . On the haven front, gold  is above $2,000 an ounce, the dollar  and Swiss franc  are climbing and the euro  is tumbling. \n</p>\n<p>\n  The chart \n</p>\n<p>\n  The tickers \n</p>\n<p>\n  These were the top searched stock tickers on MarketWatch as of 6 a.m. Eastern. \n</p>\n<pre><table><tbody><tr><td>Ticker</td><td>Security name </td></tr><tr><td>TSLA</td><td>Tesla </td></tr><tr><td>GME</td><td>GameStop </td></tr><tr><td>AMC</td><td>AMC Entertainment </td></tr><tr><td>BBBY</td><td>Bed, Bath &amp; Beyond </td></tr><tr><td>NIO</td><td>NIO </td></tr><tr><td>CEI</td><td><a href=\"https://laohu8.com/S/CEI\">Camber Energy</a> </td></tr><tr><td>AAPL</td><td>Apple </td></tr><tr><td>MULN</td><td><a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a> </td></tr><tr><td>IMPP</td><td>Imperial Petroleum </td></tr><tr><td>INDO</td><td>Indonesia Energy Corp. </td></tr></tbody></table></pre>\n<p>\n  Random reads \n</p>\n<p>\n  Along with a plea for peace, singer Sting revives an 80s hit he hardly ever played. \n</p>\n<p>\n  A trucker \"freedom convoy\" hit the U.S. capital over the weekend. Not everyone was impressed. \n</p>\n<p>\n  Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n</p>\n<p>\n  Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n</p>\n<p>\n  -Barbara Kollmeyer \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  March 07, 2022 07:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.</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\">\nWarren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-07 20:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n  Critical information for the U.S. trading day \n</p>\n<p>\n  The mood is squarely risk-off, with crude and other commodities soaring after U.S. officials raised the possibility of Russian oil sanctions. That's as the world faces an ever-worsening humanitarian crisis in Ukraine, where the Russian invasion has reached day 12 and more than a million people have fled the fighting. \n</p>\n<p>\n  Against the backdrop of unpredictable and dangerous geopolitical upheaval, here is some wartime investing advice from Berkshire Hathaway's (BRKA) Warren Buffett, from an interview in 2014, the last time Russia invaded Ukraine. \n</p>\n<p>\n  \"The <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing you can be quite sure of is if we went into some very major war, the value of money would go down -- that's happened in virtually every war that I'm aware of. The last thing you'd want to do is hold money during a war,\" he said. \n</p>\n<p>\n  Buffett bought his first stock in 1942, when \"macro factors were not looking good,\" but insisted investors would frankly \"be a lot better owning productive assets over the next 50 years\" than pieces of paper. \n</p>\n<p>\n  Read:BCA analysts say a nuclear apocalypse may take us all out, but bet on stocks anyway \n</p>\n<p>\n  His words might seem to find little takers this morning, but for those unafraid to put a few dollars to work, our call of the day from the Stuck in the Middle blogger \"Mr Blonde\" offers up a stagflation playbook. \n</p>\n<p>\n  Fears of rising of inflation and slowing growth, partly driven by the COVID-19 pandemic, were weighing on some investors' minds before a war in Europe drove a spike in commodity prices. Even if the fighting resolves, \"there's a risk the damage is already done. Stay defensive and lightly risked,\" Mr. Blonde advised. \n</p>\n<p>\n  The blogger looked at past stagflation episodes as measured by U.S. manufacturing purchasing managers indexes and year/year OECD G-7 core consumer prices dating between 2019 and 1960. He found markets were in this situation 31% of the time. \n</p>\n<p>\n  Mr. Blonde deduced the best relative performances during stagflation were from defensives, such as pharmaceutical healthcare equipment and services, utilities, food and tobacco, and even defensive tech, such as software. \n</p>\n<p>\n  And if we're talking reflation, healthcare equipment and services, food and tobacco, energy and software do well in both those regimes, while automobiles and diversified financials don't. Consumer services, meanwhile, do better than consumer cyclicals during stagflation. \n</p>\n<p>\n  As for stocks, the blogger screened for \"large cap, high profitability, no extreme balance sheet leverage, good growth/momentum with focus on both estimate revisions and price momentum, and reasonable valuations with focus on FCF [free cash flow] yield.\" \n</p>\n<p>\n  The aim is idea generation and a starter for investors looking for longs, he said, but cautioned that some stocks on his list will have \"other issues and idiosyncratic drivers that overwhelm whatever macro regime resilience they may have.\" \n</p>\n<p>\n  The top five are Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (FB), D.R. Horton <a href=\"https://laohu8.com/S/DHI\">$(DHI)$</a>, NVR <a href=\"https://laohu8.com/S/NVR\">$(NVR)$</a> and Genuine Parts <a href=\"https://laohu8.com/S/GPC\">$(GPC)$</a>. You can see the whole list and blog here \n</p>\n<p>\n  The buzz \n</p>\n<p>\n  Comments from Secretary of State Antony Blinken were driving a massive oil-price surge that began late Sunday. Blinken said U.S. and European officials are discussing a potential ban of Russian oil. Some point out how there might have been missteps here: \n</p>\n<p>\n  An estimated 1.5 million people have fled the fighting in Ukraine, as Russia offered a third cease-fire for Monday following two failed attempts over the weekend. But Ukraine has rejected that, as some of those routes lead to Russia and Belarus. Meanwhile, delegates are headed for fresh talks on Monday. \n</p>\n<p>\n  American Express <a href=\"https://laohu8.com/S/AXP\">$(AXP)$</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V), Mastercard <a href=\"https://laohu8.com/S/MA\">$(MA)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, TikTok and KPMG add to the list of companies halting operations in Russia over its invasion of Ukraine and crackdown on the media. \n</p>\n<p>\n  Bed Bath &amp; Beyond <a href=\"https://laohu8.com/S/BBBY\">$(BBBY)$</a> shares are up 38%, on news Chewy <a href=\"https://laohu8.com/S/CHWY\">$(CHWY)$</a> co-founder Ryan Cohen was taking a big stake and pushing for changes \n</p>\n<p>\n  Global COVID-19 deaths have hit six million, with remote islands now suffering infection waves and a war-driven refugee crisis in Europe also posing risks. \n</p>\n<p>\n  The markets \n</p>\n<p>\n  Stock futures are slumping, with European and Asian markets deep in the red, as oil prices  at 2008 highs. The entire commodity sector is climbing, including natural gas  on both sides of the Atlantic, and all-time highs for wheat  and palladium . On the haven front, gold  is above $2,000 an ounce, the dollar  and Swiss franc  are climbing and the euro  is tumbling. \n</p>\n<p>\n  The chart \n</p>\n<p>\n  The tickers \n</p>\n<p>\n  These were the top searched stock tickers on MarketWatch as of 6 a.m. Eastern. \n</p>\n<pre><table><tbody><tr><td>Ticker</td><td>Security name </td></tr><tr><td>TSLA</td><td>Tesla </td></tr><tr><td>GME</td><td>GameStop </td></tr><tr><td>AMC</td><td>AMC Entertainment </td></tr><tr><td>BBBY</td><td>Bed, Bath &amp; Beyond </td></tr><tr><td>NIO</td><td>NIO </td></tr><tr><td>CEI</td><td><a href=\"https://laohu8.com/S/CEI\">Camber Energy</a> </td></tr><tr><td>AAPL</td><td>Apple </td></tr><tr><td>MULN</td><td><a href=\"https://laohu8.com/S/MULN\">Mullen Automotive</a> </td></tr><tr><td>IMPP</td><td>Imperial Petroleum </td></tr><tr><td>INDO</td><td>Indonesia Energy Corp. </td></tr></tbody></table></pre>\n<p>\n  Random reads \n</p>\n<p>\n  Along with a plea for peace, singer Sting revives an 80s hit he hardly ever played. \n</p>\n<p>\n  A trucker \"freedom convoy\" hit the U.S. capital over the weekend. Not everyone was impressed. \n</p>\n<p>\n  Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n</p>\n<p>\n  Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n</p>\n<p>\n  -Barbara Kollmeyer \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  March 07, 2022 07:15 ET (12:15 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4166":"消费信贷","CHWY":"Chewy, Inc.","BBBY":"3B家居","BK4579":"人工智能","BK4550":"红杉资本持仓","GPC":"Genuine Parts Co","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4508":"社交媒体","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4547":"WSB热门概念","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4088":"住宅建筑","BK4514":"搜索引擎","QNETCN":"纳斯达克中美互联网老虎指数","V":"Visa","MA":"万事达","BK4106":"数据处理与外包服务","TSLA":"特斯拉","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4178":"家庭装饰零售","BK4144":"石油与天然气的储存和运输","BK4553":"喜马拉雅资本持仓","BK4108":"电影和娱乐","AXP":"美国运通","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","IMPP":"Imperial Petroleum Inc","BRK.B":"伯克希尔B","BK4555":"新能源车","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","NFLX":"奈飞","BK4159":"经销商","NVR":"NVR Inc","BK4566":"资本集团","BRK.A":"伯克希尔","BK4524":"宅经济概念"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417633","content_text":"MW Warren Buffett says never to hold money during a war. Here's a stagflation playbook for stocks.\n\n\n  By Barbara Kollmeyer \n\n\n  Critical information for the U.S. trading day \n\n\n  The mood is squarely risk-off, with crude and other commodities soaring after U.S. officials raised the possibility of Russian oil sanctions. That's as the world faces an ever-worsening humanitarian crisis in Ukraine, where the Russian invasion has reached day 12 and more than a million people have fled the fighting. \n\n\n  Against the backdrop of unpredictable and dangerous geopolitical upheaval, here is some wartime investing advice from Berkshire Hathaway's (BRKA) Warren Buffett, from an interview in 2014, the last time Russia invaded Ukraine. \n\n\n  \"The one thing you can be quite sure of is if we went into some very major war, the value of money would go down -- that's happened in virtually every war that I'm aware of. The last thing you'd want to do is hold money during a war,\" he said. \n\n\n  Buffett bought his first stock in 1942, when \"macro factors were not looking good,\" but insisted investors would frankly \"be a lot better owning productive assets over the next 50 years\" than pieces of paper. \n\n\n  Read:BCA analysts say a nuclear apocalypse may take us all out, but bet on stocks anyway \n\n\n  His words might seem to find little takers this morning, but for those unafraid to put a few dollars to work, our call of the day from the Stuck in the Middle blogger \"Mr Blonde\" offers up a stagflation playbook. \n\n\n  Fears of rising of inflation and slowing growth, partly driven by the COVID-19 pandemic, were weighing on some investors' minds before a war in Europe drove a spike in commodity prices. Even if the fighting resolves, \"there's a risk the damage is already done. Stay defensive and lightly risked,\" Mr. Blonde advised. \n\n\n  The blogger looked at past stagflation episodes as measured by U.S. manufacturing purchasing managers indexes and year/year OECD G-7 core consumer prices dating between 2019 and 1960. He found markets were in this situation 31% of the time. \n\n\n  Mr. Blonde deduced the best relative performances during stagflation were from defensives, such as pharmaceutical healthcare equipment and services, utilities, food and tobacco, and even defensive tech, such as software. \n\n\n  And if we're talking reflation, healthcare equipment and services, food and tobacco, energy and software do well in both those regimes, while automobiles and diversified financials don't. Consumer services, meanwhile, do better than consumer cyclicals during stagflation. \n\n\n  As for stocks, the blogger screened for \"large cap, high profitability, no extreme balance sheet leverage, good growth/momentum with focus on both estimate revisions and price momentum, and reasonable valuations with focus on FCF [free cash flow] yield.\" \n\n\n  The aim is idea generation and a starter for investors looking for longs, he said, but cautioned that some stocks on his list will have \"other issues and idiosyncratic drivers that overwhelm whatever macro regime resilience they may have.\" \n\n\n  The top five are Alphabet $(GOOGL)$, Meta Platforms (FB), D.R. Horton $(DHI)$, NVR $(NVR)$ and Genuine Parts $(GPC)$. You can see the whole list and blog here \n\n\n  The buzz \n\n\n  Comments from Secretary of State Antony Blinken were driving a massive oil-price surge that began late Sunday. Blinken said U.S. and European officials are discussing a potential ban of Russian oil. Some point out how there might have been missteps here: \n\n\n  An estimated 1.5 million people have fled the fighting in Ukraine, as Russia offered a third cease-fire for Monday following two failed attempts over the weekend. But Ukraine has rejected that, as some of those routes lead to Russia and Belarus. Meanwhile, delegates are headed for fresh talks on Monday. \n\n\n  American Express $(AXP)$, Visa (V), Mastercard $(MA)$, Netflix $(NFLX)$, TikTok and KPMG add to the list of companies halting operations in Russia over its invasion of Ukraine and crackdown on the media. \n\n\n  Bed Bath & Beyond $(BBBY)$ shares are up 38%, on news Chewy $(CHWY)$ co-founder Ryan Cohen was taking a big stake and pushing for changes \n\n\n  Global COVID-19 deaths have hit six million, with remote islands now suffering infection waves and a war-driven refugee crisis in Europe also posing risks. \n\n\n  The markets \n\n\n  Stock futures are slumping, with European and Asian markets deep in the red, as oil prices  at 2008 highs. The entire commodity sector is climbing, including natural gas  on both sides of the Atlantic, and all-time highs for wheat  and palladium . On the haven front, gold  is above $2,000 an ounce, the dollar  and Swiss franc  are climbing and the euro  is tumbling. \n\n\n  The chart \n\n\n  The tickers \n\n\n  These were the top searched stock tickers on MarketWatch as of 6 a.m. Eastern. \n\nTickerSecurity name TSLATesla GMEGameStop AMCAMC Entertainment BBBYBed, Bath & Beyond NIONIO CEICamber Energy AAPLApple MULNMullen Automotive IMPPImperial Petroleum INDOIndonesia Energy Corp. \n\n  Random reads \n\n\n  Along with a plea for peace, singer Sting revives an 80s hit he hardly ever played. \n\n\n  A trucker \"freedom convoy\" hit the U.S. capital over the weekend. Not everyone was impressed. \n\n\n  Need to Know starts early and is updated until the opening bell, but sign up here to get it delivered once to your email box. The emailed version will be sent out at about 7:30 a.m. Eastern. \n\n\n  Want more for the day ahead? Sign up for The Barron's Daily, a morning briefing for investors, including exclusive commentary from Barron's and MarketWatch writers. \n\n\n  -Barbara Kollmeyer \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  March 07, 2022 07:15 ET (12:15 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834828626,"gmtCreate":1629791674865,"gmtModify":1676530132103,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"themes":[],"htmlText":"Must learn from her buy high sell low.. now buy back again","listText":"Must learn from her buy high sell low.. now buy back again","text":"Must learn from her buy high sell low.. now buy back again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834828626","repostId":"1196529782","repostType":2,"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198047119,"gmtCreate":1620915777531,"gmtModify":1704350446335,"author":{"id":"3563196147337980","authorId":"3563196147337980","name":"wanyan","avatar":"https://static.tigerbbs.com/5cd6127ccb204f5f868bc820cb45e234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563196147337980","authorIdStr":"3563196147337980"},"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://ttm.financial/post/198047119","repostId":"2135330629","repostType":2,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}