PeterJames personal page - To The Moon

PeterJames

PeterJames

Follower of Christ ✝️

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13Followers

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2021-07-07

$DraftKings Inc.(DKNG)$Has anyone tried sellingtheir draftkings stocks?

2021-06-18

$Trade Desk Inc.(TTD)$Managed to average down after the split. To the moon!!!

2021-06-16

$Trade Desk Inc.(TTD)$Continue to buy the dip.

2021-06-15

$Square(SQ)$Oh yesshhh… SQ to the moon

2021-06-13

To the moon

@itsniceilike:$DraftKings Inc.(DKNG)$doing good.keep it up

2021-06-13

Dont worry. Apply will rise

@sxtal:$蘋果(AAPL)$唉

2021-06-07

$Square(SQ)$Yes. To the moon

2021-05-30

Sea limited ! This is the stock of the future

2021-05-26

$SEA LTD(SE)$Fly fly fly

2021-05-26

$Sea Ltd(SE)$This stock will hit $300 soon.

2021-05-15

$Trade Desk Inc.(TTD)$Its rebound time! Buy before it flies to the moon.

2021-05-10

$Trade Desk Inc.(TTD)$Why TTD havent report earnings yet???

2021-05-05

$DraftKings Inc.(DKNG)$ Expecting DKNG this quarter result to be better. Lets push to a higher price!

2021-05-05

$Trade Desk Inc.(TTD)$ Today shall be a good day for TTD. Coming Quarterly result will be brilliant!

2021-05-04

Buy the dip!!!

2021-05-04

Waooo

Sorry, the original content has been removed

2021-05-04

Lets pray that the two of them will settle down peacefully

Bill and Melinda Gates are getting divorced. Here are some stocks they owned

2021-05-04

Mmmm shall i sell all my current profitting stocks? Or keep?

Wall Street can't keep up with the market: Morning Brief

2021-04-30

Will SE go lower tonight for another opportunity to buy?

2021-04-27

$SEA LTD(SE)$Wohooo

Go to Tiger App to see more news

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Apply will rise","listText":"Dont worry. Apply will rise","text":"Dont worry. Apply will rise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182801236","repostId":"182172940","repostType":1,"repost":{"id":182172940,"gmtCreate":1623560163280,"gmtModify":1704206204912,"author":{"id":"3582617725420983","authorId":"3582617725420983","name":"sxtal","avatar":"https://static.tigerbbs.com/40a8b35d387b43ef07e289732c2043ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582617725420983","authorIdStr":"3582617725420983"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>唉","listText":"<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>唉","text":"$蘋果(AAPL)$唉","images":[{"img":"https://static.tigerbbs.com/443f8573c95b79147f12273a1425c482","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182172940","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114275498,"gmtCreate":1623077742214,"gmtModify":1704195658246,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Yes. To the moon&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Yes. To the moon&nbsp;","text":"$Square(SQ)$Yes. To the moon","images":[{"img":"https://static.tigerbbs.com/5282d33f4ebe0ca073a00c33f3318e2c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114275498","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137175611,"gmtCreate":1622333804033,"gmtModify":1704183035328,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"Sea limited ! This is the stock of the future","listText":"Sea limited ! This is the stock of the future","text":"Sea limited ! This is the stock of the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137175611","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136069377,"gmtCreate":1621986098699,"gmtModify":1704365396081,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Fly fly fly&nbsp;","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Fly fly fly&nbsp;","text":"$SEA LTD(SE)$Fly fly fly","images":[{"img":"https://static.tigerbbs.com/334bf5f3617e5d5948cecce8798110f1","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136069377","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":136085456,"gmtCreate":1621985892275,"gmtModify":1704365391395,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>This stock will hit&nbsp;$300 soon.&nbsp;","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>This stock will hit&nbsp;$300 soon.&nbsp;","text":"$Sea Ltd(SE)$This stock will hit $300 soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136085456","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196365736,"gmtCreate":1621027312625,"gmtModify":1704352052473,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Its rebound time! Buy before it flies to the moon.&nbsp;","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Its rebound time! Buy before it flies to the moon.&nbsp;","text":"$Trade Desk Inc.(TTD)$Its rebound time! Buy before it flies to the moon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196365736","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190514854,"gmtCreate":1620633682878,"gmtModify":1704345859635,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Why TTD havent report earnings yet???","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Why TTD havent report earnings yet???","text":"$Trade Desk Inc.(TTD)$Why TTD havent report earnings yet???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190514854","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102232136,"gmtCreate":1620216457625,"gmtModify":1704340281622,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> Expecting DKNG this quarter result to be better. Lets push to a higher price!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> Expecting DKNG this quarter result to be better. Lets push to a higher price!","text":"$DraftKings Inc.(DKNG)$ Expecting DKNG this quarter result to be better. Lets push to a higher price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102232136","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102236272,"gmtCreate":1620216360996,"gmtModify":1704340280306,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a> Today shall be a good day for TTD. Coming Quarterly result will be brilliant!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a> Today shall be a good day for TTD. Coming Quarterly result will be brilliant!","text":"$Trade Desk Inc.(TTD)$ Today shall be a good day for TTD. Coming Quarterly result will be brilliant!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/102236272","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106258933,"gmtCreate":1620127208322,"gmtModify":1704338995374,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"Buy the dip!!!","listText":"Buy the dip!!!","text":"Buy the dip!!!","images":[{"img":"https://static.tigerbbs.com/ebd9141513eca7e5d873c39f5247df56","width":"1125","height":"3153"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106258933","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106251553,"gmtCreate":1620127156172,"gmtModify":1704338995046,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"Waooo","listText":"Waooo","text":"Waooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106251553","repostId":"1134605764","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106251826,"gmtCreate":1620127106165,"gmtModify":1704338994390,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"Lets pray that the two of them will settle down peacefully&nbsp;","listText":"Lets pray that the two of them will settle down peacefully&nbsp;","text":"Lets pray that the two of them will settle down peacefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106251826","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","CAT":"卡特彼勒","AMRS":"阿米瑞斯","UPS":"联合包裹","FDX":"联邦快递","CCI":"冠城","SDGR":"Schrodinger Inc.","MSFT":"微软","WCLD":"WisdomTree Cloud Computing Fund","CVAC":"CureVac B.V.","BNTX":"BioNTech SE","WMT":"沃尔玛","KOF":"可口可乐凡萨瓶装","CNI":"加拿大国家铁路","VIR":"Vir Biotechnology, Inc.","WM":"美国废物管理"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106253455,"gmtCreate":1620127061877,"gmtModify":1704338993898,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"Mmmm shall i sell all my current profitting stocks? Or keep?","listText":"Mmmm shall i sell all my current profitting stocks? Or keep?","text":"Mmmm shall i sell all my current profitting stocks? Or keep?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106253455","repostId":"1167630680","repostType":4,"repost":{"id":"1167630680","kind":"news","pubTimestamp":1620122991,"share":"https://ttm.financial/m/news/1167630680?lang=&edition=fundamental","pubTime":"2021-05-04 18:09","market":"us","language":"en","title":"Wall Street can't keep up with the market: Morning Brief","url":"https://stock-news.laohu8.com/highlight/detail?id=1167630680","media":"Yahoo Finance","summary":"Price targets and economic forecasts fall behind\nReaders of the Morning Brief knowinvestor expectati","content":"<p><b>Price targets and economic forecasts fall behind</b></p>\n<p>Readers of the Morning Brief knowinvestor expectations were highahead of earnings season, thatcompanies have topped expectations at a record rate, and that theeconomy is firing on all cylinders.</p>\n<p>And these events have pushed Wall Street strategists back into another theme we've written about in this space for the last few months —trying to keep up with the market.</p>\n<p>Late last week, Credit Suisse chief equity strategist Jonathan Golub raised his price target for the S&amp;P 500 to 4,600 from 4,300, writing that a \"red hot economy\" is fueling corporate earnings beats.</p>\n<p>\"Consensus GDP forecasts call for 6.3% real (8.6% nominal) growth in 2021, the fastest pace in nearly 4 decades,\" Golub writes. \"<b>Every 1% improvement in nominal GDP translates to a 2.5%-3% gain in S&amp;P 500 revenues, and additional improvement in margins, as fixed expenses are amortized over greater sales volumes</b>. While companies might bemoan higher input costs, history shows that rising commodity prices lead to margin upside as companies pass on additional costs.\" (Emphasis ours.)</p>\n<p>Golub also cites operating leverage —which we covered earlier this year— both as a driver for corporate profits this cycle and a factor still under-appreciated by investors. Most simply stated, operating leverage is the ability for companies to earn incremental profits on higher sales. And so if, for example, every dollar of sales cost a company 50 cents, a firm exhibiting high operating leverage would see lower costs on additional revenue, resulting in its bottom line growing at a faster rate than sales.</p>\n<p>At the beginning of economic cycles, Golub notes that higher-than-anticipated operating leverage results in consistent upward revisions to earnings forecasts for potentially two or three years. Seen this way, the strong earnings cycle coming out of the pandemic-induced recession is only just getting started.</p>\n<p>And while Golub's work certainly frames the economy's strength as an upward driver for markets, we'd be remissnot to mention recent work covered by the Morning Brieffrom Goldman Sachs and Deutsche Bank suggesting that economic growth is peaking, a potentially troubling sign for stocks.</p>\n<p>Moreover, while faster-than-expected economic growth is a good problem to have, it seems some parts of the economy are reaching their limits. A dynamic that seems likely to either slow growth, drive inflation, or both. On Monday, thelatest data on manufacturing activityfrom the Institute for Supply Management showed the manufacturing sector grew at a slower pace than expected in April as lead times increased, prices rose, and labor and commodity shortages persisted.</p>\n<p>\"Recent record-long lead times, wide-scale shortages of critical basic materials, rising commodities prices and difficulties in transporting products are continuing to affect all segments of the manufacturing economy,\" said Tim Fiore, chair of Institute for Supply Management manufacturing business survey. \"Worker absenteeism, short-term shutdowns due to part shortages, and difficulties in filling open positions continue to be issues that limit manufacturing-growth potential.\"</p>\n<p><b>What to watch today</b></p>\n<p><b>Economy</b></p>\n<ul>\n <li><p>8:30 a.m. ET:<b>Trade balance,</b>March (-$74.3 billion expected, -$71.1 billion in February)</p></li>\n <li><p>10:00 a.m. ET:<b>Factory orders,</b>March (1.3% expected, -0.8% in February)</p></li>\n <li><p>10:00 a.m. ET:<b>Durable goods orders,</b>March final (0.5% in prior print)</p></li>\n <li><p>10:00 a.m. ET:<b>Durable goods orders excluding transportation,</b>March final (1.6% in prior print)</p></li>\n <li><p>10:00 a.m. ET:<b>Non-defense capital goods orders excluding aircraft,</b>March final (0.9% in prior print)</p></li>\n <li><p>10:00 a.m. ET:<b>Non-defense capital goods orders shipments excluding aircraft,</b>March final (1.3% in prior print)</p></li>\n</ul>\n<p><b>Earnings</b></p>\n<p><b>Pre-market</b></p>\n<ul>\n <li><p>6:30 a.m. ET:<b>CVS Health (CVS)</b>is expected to report adjusted earnings of $1.71 per share on revenue of $68.46 billion</p></li>\n <li><p>6:40 a.m. ET:<b>Marathon Petroleum (MPC)</b>is expected to report adjusted losses of 71 cents per share on revenue of $18.91 billion</p></li>\n <li><p>6:45 a.m. ET:<b>Pfizer (PFE)</b>is expected to report adjusted earnings of 78 cents per share on revenue of $13.71 billion</p></li>\n <li><p>6:55 a.m. ET:<b>Under Armour (UAA)</b>is expected to reported adjusted earnings of 4 cents per share on revenue of $1.13 billion</p></li>\n <li><p>7:00 a.m. ET:<b>ConocoPhillips (COP)</b>is expected to report adjusted earnings of 54 cents per share on revenue of $8.38 billion</p></li>\n <li><p>7:00 a.m. ET:<b>Apollo Global Management (APO)</b>is expected to report adjusted earnings of 59 cents per share on revenue of $550.57 million</p></li>\n <li><p>7:30 a.m. ET:<b>Dominion Energy (D)</b>is expected to report adjusted earnings of $1.08 per share on revenue of $4.21 billion</p></li>\n <li><p>7:30 a.m. ET:<b>Warner Music Group (WMG)</b>is expected to report adjusted earnings of 15 cents per share on revenue of $1.18 billion</p></li>\n</ul>\n<p><b>Post-market</b></p>\n<ul>\n <li><p>4:00 p.m. ET:<b>Caesars Entertainment (CZR)</b>is expected to report adjusted losses of $1.70 per share on revenue of $1.7 billion</p></li>\n <li><p>4:05 p.m. ET:<b>T-Mobile (TMUS)</b>is expected to report adjusted earnings of 58 cents per share on revenue of $18.92 billion</p></li>\n <li><p>4:05 p.m. ET:<b>Virgin Galactic Holdings (SPCE)</b>is expected to report adjusted losses of 29 cents per share on revenue of $500,000</p></li>\n <li><p>4:05 p.m. ET:<b>Zillow Group (ZG)</b>is expected to report adjusted earnings of 26 cents per share on revenue of $1.10 billion</p></li>\n <li><p>4:05 p.m. ET:<b>Activision Blizzard (ATVI)</b>is expected to report adjusted earnings of 71 cents per share on revenue of $1.79 billion</p></li>\n <li><p>4:10 p.m. ET:<b>Match Group (MTCH)</b>is expected to report adjusted earnings of 39 cents per share on revenue of $650.75 million</p></li>\n <li><p>4:10 p.m. ET:<b>Lyft (LYFT)</b>is expected to report adjusted losses of 53 cents per share on revenue of $557.33 million</p></li>\n <li><p>4:10 p.m. ET:<b>McAfee Corp (MCFE)</b>is expected to report adjusted earnings of 36 cents per share on revenue of $732.29 million</p></li>\n</ul>","source":"yahoofinance_sg","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>Wall Street can't keep up with the market: Morning Brief</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; 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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\">\nWall Street can't keep up with the market: Morning Brief\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 18:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/wall-street-cant-keep-up-with-the-market-morning-brief-095713564.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price targets and economic forecasts fall behind\nReaders of the Morning Brief knowinvestor expectations were highahead of earnings season, thatcompanies have topped expectations at a record rate, and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wall-street-cant-keep-up-with-the-market-morning-brief-095713564.html\">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://finance.yahoo.com/news/wall-street-cant-keep-up-with-the-market-morning-brief-095713564.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167630680","content_text":"Price targets and economic forecasts fall behind\nReaders of the Morning Brief knowinvestor expectations were highahead of earnings season, thatcompanies have topped expectations at a record rate, and that theeconomy is firing on all cylinders.\nAnd these events have pushed Wall Street strategists back into another theme we've written about in this space for the last few months —trying to keep up with the market.\nLate last week, Credit Suisse chief equity strategist Jonathan Golub raised his price target for the S&P 500 to 4,600 from 4,300, writing that a \"red hot economy\" is fueling corporate earnings beats.\n\"Consensus GDP forecasts call for 6.3% real (8.6% nominal) growth in 2021, the fastest pace in nearly 4 decades,\" Golub writes. \"Every 1% improvement in nominal GDP translates to a 2.5%-3% gain in S&P 500 revenues, and additional improvement in margins, as fixed expenses are amortized over greater sales volumes. While companies might bemoan higher input costs, history shows that rising commodity prices lead to margin upside as companies pass on additional costs.\" (Emphasis ours.)\nGolub also cites operating leverage —which we covered earlier this year— both as a driver for corporate profits this cycle and a factor still under-appreciated by investors. Most simply stated, operating leverage is the ability for companies to earn incremental profits on higher sales. And so if, for example, every dollar of sales cost a company 50 cents, a firm exhibiting high operating leverage would see lower costs on additional revenue, resulting in its bottom line growing at a faster rate than sales.\nAt the beginning of economic cycles, Golub notes that higher-than-anticipated operating leverage results in consistent upward revisions to earnings forecasts for potentially two or three years. Seen this way, the strong earnings cycle coming out of the pandemic-induced recession is only just getting started.\nAnd while Golub's work certainly frames the economy's strength as an upward driver for markets, we'd be remissnot to mention recent work covered by the Morning Brieffrom Goldman Sachs and Deutsche Bank suggesting that economic growth is peaking, a potentially troubling sign for stocks.\nMoreover, while faster-than-expected economic growth is a good problem to have, it seems some parts of the economy are reaching their limits. A dynamic that seems likely to either slow growth, drive inflation, or both. On Monday, thelatest data on manufacturing activityfrom the Institute for Supply Management showed the manufacturing sector grew at a slower pace than expected in April as lead times increased, prices rose, and labor and commodity shortages persisted.\n\"Recent record-long lead times, wide-scale shortages of critical basic materials, rising commodities prices and difficulties in transporting products are continuing to affect all segments of the manufacturing economy,\" said Tim Fiore, chair of Institute for Supply Management manufacturing business survey. \"Worker absenteeism, short-term shutdowns due to part shortages, and difficulties in filling open positions continue to be issues that limit manufacturing-growth potential.\"\nWhat to watch today\nEconomy\n\n8:30 a.m. ET:Trade balance,March (-$74.3 billion expected, -$71.1 billion in February)\n10:00 a.m. ET:Factory orders,March (1.3% expected, -0.8% in February)\n10:00 a.m. ET:Durable goods orders,March final (0.5% in prior print)\n10:00 a.m. ET:Durable goods orders excluding transportation,March final (1.6% in prior print)\n10:00 a.m. ET:Non-defense capital goods orders excluding aircraft,March final (0.9% in prior print)\n10:00 a.m. ET:Non-defense capital goods orders shipments excluding aircraft,March final (1.3% in prior print)\n\nEarnings\nPre-market\n\n6:30 a.m. ET:CVS Health (CVS)is expected to report adjusted earnings of $1.71 per share on revenue of $68.46 billion\n6:40 a.m. ET:Marathon Petroleum (MPC)is expected to report adjusted losses of 71 cents per share on revenue of $18.91 billion\n6:45 a.m. ET:Pfizer (PFE)is expected to report adjusted earnings of 78 cents per share on revenue of $13.71 billion\n6:55 a.m. ET:Under Armour (UAA)is expected to reported adjusted earnings of 4 cents per share on revenue of $1.13 billion\n7:00 a.m. ET:ConocoPhillips (COP)is expected to report adjusted earnings of 54 cents per share on revenue of $8.38 billion\n7:00 a.m. ET:Apollo Global Management (APO)is expected to report adjusted earnings of 59 cents per share on revenue of $550.57 million\n7:30 a.m. ET:Dominion Energy (D)is expected to report adjusted earnings of $1.08 per share on revenue of $4.21 billion\n7:30 a.m. ET:Warner Music Group (WMG)is expected to report adjusted earnings of 15 cents per share on revenue of $1.18 billion\n\nPost-market\n\n4:00 p.m. ET:Caesars Entertainment (CZR)is expected to report adjusted losses of $1.70 per share on revenue of $1.7 billion\n4:05 p.m. ET:T-Mobile (TMUS)is expected to report adjusted earnings of 58 cents per share on revenue of $18.92 billion\n4:05 p.m. ET:Virgin Galactic Holdings (SPCE)is expected to report adjusted losses of 29 cents per share on revenue of $500,000\n4:05 p.m. ET:Zillow Group (ZG)is expected to report adjusted earnings of 26 cents per share on revenue of $1.10 billion\n4:05 p.m. ET:Activision Blizzard (ATVI)is expected to report adjusted earnings of 71 cents per share on revenue of $1.79 billion\n4:10 p.m. ET:Match Group (MTCH)is expected to report adjusted earnings of 39 cents per share on revenue of $650.75 million\n4:10 p.m. ET:Lyft (LYFT)is expected to report adjusted losses of 53 cents per share on revenue of $557.33 million\n4:10 p.m. ET:McAfee Corp (MCFE)is expected to report adjusted earnings of 36 cents per share on revenue of $732.29 million","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103101673,"gmtCreate":1619752363892,"gmtModify":1704271873397,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"Will SE go lower tonight for another opportunity to buy?","listText":"Will SE go lower tonight for another opportunity to buy?","text":"Will SE go lower tonight for another opportunity to buy?","images":[{"img":"https://static.tigerbbs.com/24d5092a67e88f6634cc1afb6789cf79","width":"1125","height":"2442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103101673","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377923509,"gmtCreate":1619490602901,"gmtModify":1704724817014,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576286113295643","authorIdStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Wohooo","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Wohooo","text":"$SEA LTD(SE)$Wohooo","images":[{"img":"https://static.tigerbbs.com/91aa408fe02df40c6c3e21abf6479f3d","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377923509","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":102236272,"gmtCreate":1620216360996,"gmtModify":1704340280306,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a> Today shall be a good day for TTD. Coming Quarterly result will be brilliant!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a> Today shall be a good day for TTD. Coming Quarterly result will be brilliant!","text":"$Trade Desk Inc.(TTD)$ Today shall be a good day for TTD. Coming Quarterly result will be brilliant!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/102236272","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169619246,"gmtCreate":1623832322785,"gmtModify":1703820800724,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Continue to buy the dip.&nbsp;","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Continue to buy the dip.&nbsp;","text":"$Trade Desk Inc.(TTD)$Continue to buy the dip.","images":[{"img":"https://static.tigerbbs.com/11ba34f65d93aaaa41047f1145f7b937","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169619246","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106251826,"gmtCreate":1620127106165,"gmtModify":1704338994390,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"Lets pray that the two of them will settle down peacefully&nbsp;","listText":"Lets pray that the two of them will settle down peacefully&nbsp;","text":"Lets pray that the two of them will settle down peacefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106251826","repostId":"1141446343","repostType":4,"repost":{"id":"1141446343","kind":"news","pubTimestamp":1620108260,"share":"https://ttm.financial/m/news/1141446343?lang=&edition=fundamental","pubTime":"2021-05-04 14:04","market":"us","language":"en","title":"Bill and Melinda Gates are getting divorced. Here are some stocks they owned","url":"https://stock-news.laohu8.com/highlight/detail?id=1141446343","media":"seeking alpha","summary":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoftfounder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway, Waste Management, Caterpillar, Canadian National, Walmart, EcoLab, Crown Castle, ","content":"<ul><li>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.</li><li>In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).</li><li><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).</li><li>Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.</li><li>The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and <a href=\"https://laohu8.com/S/BCEL\">Atreca</a>(NASDAQ:BCEL).</li><li>Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago.&nbsp;This is how their wealth ended upsplit between them.</li></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill and Melinda Gates are getting divorced. Here are some stocks they owned</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\">\nBill and Melinda Gates are getting divorced. Here are some stocks they owned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned><strong>seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his ...</p>\n\n<a href=\"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","CAT":"卡特彼勒","AMRS":"阿米瑞斯","UPS":"联合包裹","FDX":"联邦快递","CCI":"冠城","SDGR":"Schrodinger Inc.","MSFT":"微软","WCLD":"WisdomTree Cloud Computing Fund","CVAC":"CureVac B.V.","BNTX":"BioNTech SE","WMT":"沃尔玛","KOF":"可口可乐凡萨瓶装","CNI":"加拿大国家铁路","VIR":"Vir Biotechnology, Inc.","WM":"美国废物管理"},"source_url":"https://seekingalpha.com/news/3689813-bill-and-melinda-gates-are-getting-divorced-here-are-some-stocks-they-owned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141446343","content_text":"Though the pairin a statement assuredthe public that they will continue to work together at their foundation despiteending their marriage, the news about the Microsoft(NASDAQ:MSFT)founder and his partner of 27 years may send shockwaves across their projects.In the latest13F filingfrom the Bill and Melinda Gates Foundation Trust for the period ended 12/31/20, top holdings by value in descending order included Berkshire Hathaway(NYSE:BRK.B), Waste Management(NYSE:WM), Caterpillar(NYSE:CAT), Canadian National(NYSE:CNI), Walmart(NYSE:WMT), EcoLab(NYSE:ECL), Crown Castle(NYSE:CCI), Fedex(NYSE:FDX)and UPS(NYSE:UPS).Two stocks in which the foundation has a large stake (more than 10% of shares outstanding) included Schrodinger(NASDAQ:SDGR)and Coca-Cola Femsa(NYSE:KOF).Most of the other holdings were below $1 billion in market value and their ownership consisted of less than 3% of shares outstanding in the associated stock.The Bill and Melinda Gates Foundation, in their latestquarterly filing, disclosed ownership stakes in Amyris(NASDAQ:AMRS), Vir Biotech(NASDAQ:VIR), BionTech(NASDAQ:BNTX), Curevac(NASDAQ:CVAC)and Atreca(NASDAQ:BCEL).Our readers may recall when the world's richest person, Jeff Bezos, and his partner Mackenzie Scottcalled it quits two years ago. This is how their wealth ended upsplit between them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114275498,"gmtCreate":1623077742214,"gmtModify":1704195658246,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Yes. To the moon&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQ\">$Square(SQ)$</a>Yes. To the moon&nbsp;","text":"$Square(SQ)$Yes. To the moon","images":[{"img":"https://static.tigerbbs.com/5282d33f4ebe0ca073a00c33f3318e2c","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114275498","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":102232136,"gmtCreate":1620216457625,"gmtModify":1704340281622,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> Expecting DKNG this quarter result to be better. Lets push to a higher price!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> Expecting DKNG this quarter result to be better. Lets push to a higher price!","text":"$DraftKings Inc.(DKNG)$ Expecting DKNG this quarter result to be better. Lets push to a higher price!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102232136","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166653962,"gmtCreate":1624007525756,"gmtModify":1703826409542,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Managed to average down after the split. To the moon!!!","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Managed to average down after the split. To the moon!!!","text":"$Trade Desk Inc.(TTD)$Managed to average down after the split. To the moon!!!","images":[{"img":"https://static.tigerbbs.com/dd78f2afe1b67192d09d97f132ae3e36","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166653962","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":137175611,"gmtCreate":1622333804033,"gmtModify":1704183035328,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"Sea limited ! This is the stock of the future","listText":"Sea limited ! This is the stock of the future","text":"Sea limited ! This is the stock of the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137175611","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106251553,"gmtCreate":1620127156172,"gmtModify":1704338995046,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"Waooo","listText":"Waooo","text":"Waooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106251553","repostId":"1134605764","repostType":4,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347528144,"gmtCreate":1618502845588,"gmtModify":1704711983223,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"Yessas","listText":"Yessas","text":"Yessas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347528144","repostId":"1125635474","repostType":4,"repost":{"id":"1125635474","kind":"news","pubTimestamp":1618295945,"share":"https://ttm.financial/m/news/1125635474?lang=&edition=fundamental","pubTime":"2021-04-13 14:39","market":"us","language":"en","title":"AppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps","url":"https://stock-news.laohu8.com/highlight/detail?id=1125635474","media":"seekingalpha","summary":"SummaryAppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 mil","content":"<p><b>Summary</b></p><ul><li>AppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 million shares.</li><li>At the high end of the IPO price range, the company is aiming to raise $2.1 billion, and it would be valued at $30.4 billion.</li><li>Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8.</li><li>The company has been a key beneficiary of the surging growth of popular game apps.</li><li>Despite strong sales growth, its operating margins worsened in 2020 due to higher operating expenses.</li></ul><p><b>Investment Thesis</b></p><p>AppLovin<a href=\"https://laohu8.com/S/APP\">AppLovin Corporation</a>  is one of the key beneficiaries of the exploding demand for mobile apps, especially for mobile games. The company's sales growth has been surging in recent years as the company has benefited from both organic growth and has been aggressive in making numerous acquisitions in the past three years.</p><p>Most developers lack access to the marketing, monetization, and data analytics tools required to stand out among the more than 4.8 million mobile apps available on the Apple App Store(NASDAQ:AAPL)and Google Play Store(NASDAQ:GOOG)(NASDAQ:GOOGL). The company's products and services help many app developers to scale up their business and create a successful app that can be sustained long term. This is where the company's capabilities in app development, marketing, and analytics really stand out.</p><p>There are more than 1.3 million mobile gaming apps on the Apple App Store and Google Play Store.Mobile gamingaccounts for 39% of worldwide app downloads and for 72% of all app store consumer spend by value, according to Sensor Tower.</p><p>Although the company's operating margins declined in the past two years mainly due to higher operating expenses, we believe that the company's profit margins will turn around this year due to a combination of higher economies of scale and lower operating expenses as a percentage of revenues.</p><p><b>Comparable Companies Valuation Analysis</b></p><p>In the comparable companies valuation analysis, we used the following companies as comps to AppLovin:</p><ul><li>Unity Software (U)</li><li>Roblox Corp. (RBLX)</li><li>Activision Blizzard (ATVI)</li><li>Zynga (ZNGA)</li></ul><p>Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and implied target price per share of $99.8. This represents 17% upside from the high end of the IPO price range of $85. We have a POSITIVE view of the AppLovin IPO.</p><p>Our base case valuation of AppLovin is based on a 16x EV/S multiple (using 2021 sales estimate), which represents a 10% higher than the average EV/S multiple of the comps. It is also below the EV/S multiple of Unity Software and Roblox which trade at EV/S multiple of 26.8x and 19.2x, respectively.</p><p>The comps' average sales growth in 2020 and 2021 are similar to the sales growth rates of AppLovin in this period. Among the comps, Roblox has the highest sales growth and Activision has the lowest sales growth in 2020 and 2021. Overall, we have assumed higher sales growth for AppLovin versus its peers in 2021 and 2022 and this is one of main reasons why we have applied a 10% higher valuation multiple than the comps.</p><p>However, Roblox is trading at 19.2x EV/S in 2021 and we have applied a 16x EV/S multiple for AppLovin (17% lower valuation multiple than Roblox). We believe the market will attach a slightly higher valuation multiple for Roblox than AppLovin, mainly due to the former company's higher sales growth and operating margins in 2021, and its brand is more recognized worldwide.</p><p><img src=\"https://static.tigerbbs.com/b47032411f633c63c676152889baa874\" tg-width=\"553\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3ea8b356b98201f398b48bd4d57e507a\" tg-width=\"552\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8a2dfe8877740e842bb1e143c157e39c\" tg-width=\"551\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0aec05aa4790c780a95e2527c62896e9\" tg-width=\"554\" tg-height=\"548\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8ee98f1dd0f1c0becb865f331a283068\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/96321e40b2bb290d968a20e0a3832de8\" tg-width=\"554\" tg-height=\"362\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/327d495d893132d12a74cc91d93df055\" tg-width=\"553\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><b>Income Statement Forecast</b></p><p>AppLovin generated sales of $1,451.1 million and an operating loss of $62.1 million in 2020. The company's sales have nearly tripled from 2018 to 2020. The company's operating margins declined from 50.1% in 2018 to 19.5% in 2019 and -4.3% in 2020. The major reasons for the lower operating margins are due to higher cost of sales, sales &amp; marketing, R&amp;D, and other operating expenses as a percentage of sales.</p><p>We estimate AppLovin to generate sales of $2.2 billion (up 51% YoY) and an operating profit of $65.2 million in 2021. From 2020 to 2025, we have assumed the company's sales to grow at a CAGR of 28.6%. We have also assumed the company's operating margin to turn positive to 3% in 2021 from -4.3% in 2020. We estimate its operating margins to improve further to 6.8% in 2022, 10.6% in 2023, and 17.8% in 2025. We estimate AppLovin to have sales of $5.1 billion and an operating profit of $0.9 billion in 2025.</p><p><img src=\"https://static.tigerbbs.com/4e58f808f42f4c3a1e238b587f637063\" tg-width=\"547\" tg-height=\"669\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1026d63d84ac8f26d8391d7e91317b9e\" tg-width=\"547\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b9bf6e155cbc281373a8fac78fd3e08b\" tg-width=\"547\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><b>Company Background</b></p><p>Thecompanyoriginally started its business helping customers to improve the smartphone customer experiences for all the users. In recent years, the company has become a much bigger player in the mobile gaming segment and it also helps developers to grow their users and improve the monetization of their apps.</p><p>According to IDC, the company's totalmarket opportunityis estimated to be $189 billion in 2020, growing to $283 billion in 2024, representing a CAGR of 10.6% in this period. This total market size of $184 billion was derived by adding the worldwide total in-app advertising revenue of $101 billion (including gaming and non-gaming in-app display, video, and other advertising, but excluding in-app search advertising) and worldwide direct game spending of $88 billion for 2020.</p><p>AppLovin has invested about $1 billion in 15 acquisitions and partnerships since 2018. It owns more than 200 free-to-play mobile games from 12 studios.AppLovinlaunched a gaming business unit called Lion Studios in July 2018. It also acquired a company called Max in September 2018. Max provides in-app bidding service, which is a type of advertising where mobile publishers can sell their ad inventory in an auction method). AppLovin also owns and operates gaming studios Machine Zone, Belka Games, PeopleFun and Firecraft Studios.</p><p>In February 2021, AppLovin signed an agreement to purchase Adjust for $1 billion (including $598 million in cash and $352 million in convertible securities, and an assumption of up to $40 million in debt). Adjust is a leading mobile app analytics&amp; marketing products company in Germany. Adjust provides tools to prevent mobile advertising fraud and better measure the user base. This acquisition is expected to close in 1H 2021.</p><p>In the IPO prospectus, the company mentioned that it plans to use $75 million of its Class A common shares for charitable purposes. If the company raises $1 billion in the IPO, this would represent nearly 7.5% of total amount. This is a bit unusual to have this large number of shares allocated for charitable purposes. We applaud this move by the CEO and its senior management. Adam Foroughi, the co-founder and CEO of AppLovin, previously co-founded two advertising technology companies, Lifestreet Media Inc. and Social Hour Inc.</p><p><b>AppLovin (Key Metrics)</b></p><p>The table provides the company's key metrics. There has been a strong increase in the monthly active payers which jumped from 0.3 million in 2018 to 1.0 million in 2019 and 1.5 million in 2020. However, the enterprise clients declined from 192 in 2018 to 172 in 2020. The company defines its enterprise clients as third-party business clients from which it has collected more than $125,000 of revenue in the trailing 12 months. Average revenue per monthly active payer increased from $11 in 2018 to $32 in 2019 and $41 in 2020.</p><p>The company's main businesses comprise of its platform and apps. Its platform business mainly includes AppLovin Core Technologies and AppLovin Software. Its apps consist of over 200 free-to-play mobile games in five genres, run by 12 studios including those owned by the company and also those it partners with. The five major game genres offering by the company include casual, hypercasual, match-three, midcore, and card/casino. No single game of the company contributed more than 16% of its total revenue in 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0638b1ba5528bc65ee975156f3bcfd46\" tg-width=\"605\" tg-height=\"225\" referrerpolicy=\"no-referrer\"><span>Source: Company data</span></p><p>The company collects revenue from two sources including business clients and consumers. In 2020, business clients accounted for 49% of total revenue and consumers represented 51% of total revenue.</p><p><b>Business Clients:</b></p><ul><li>The company has a wide range of business clients including Facebook(NASDAQ:FB), Google, and a number of much smaller companies. It had 1,400 business clients at the end of 2020. Nearly 99% of the company's business revenue came from its 172 enterprise clients as of December 31, 2020. The company also had a solid customer retention rate of 118% in 2020 for its enterprise clients.</li><li>AppLovin Software is a comprehensive suite of tools for developers to get their mobile apps discovered and downloaded by the right users, optimize return on marketing spend, and maximize monetization of engagement. AppLovin Software reaches an audience of over 410 million users per day. The company's software solutions provide tools for mobile app developers to expand their businesses by optimizing and automating the marketing and monetization of their apps. Since inception, the company's platform has driven more than 6 billion mobile app installs.</li><li>The company's main software includes AppDiscovery and MAX. Business clients use AppDiscovery to automate, optimize, and manage their app user acquisition investments. They set marketing and user growth goals, and AppDiscovery optimizes their ad spend in an effort to achieve their return on advertising spend targets and other marketing objectives. AppDiscovery comprises the vast majority of revenue from its software.</li><li>Revenue is generated from the advertisers, typically on a performance-based, cost-per-install basis, and shared with the company's advertising publishers, typically on a cost per impression model. Business clients use MAX to optimize purchases of app ad inventory.</li><li>The Compass Analytics tool within MAX provides insights to manage against key performance indicators, understand the long-term value of users, and help manage profitability. Revenue from MAX is generated based on a percentage of client spend. Business clients that purchase advertising inventory from the company's Apps are able to target highly relevant users from its diverse and global portfolio of over 200 mobile games.</li></ul><p><b>Consumers:</b></p><ul><li>The company has also developed and invested in AppLovin Apps, which consist of a globally diversified portfolio of over 200 free-to-play mobile games. These Apps are accessed by nearly 32 million users every day. Consumer revenue is generated when the user of its apps makes an in-app purchase (IAP).</li><li>The company's apps are mostly free-to-play mobile games and generate consumer revenue through in-app purchase of virtual items which are used to enhance gameplay and improve the probabilities of the mobile game progression opportunities.</li><li>During the three months ended December 31, 2020, the company had an average of 2.1 million monthly active payers (MAPs) across its portfolio of apps. Over that period, the company had an average revenue per monthly active payer of $41.</li></ul><p><img src=\"https://static.tigerbbs.com/17a469e7db2359f56bb1fec2388f2826\" tg-width=\"555\" tg-height=\"454\" referrerpolicy=\"no-referrer\"><b>Major Competitors</b></p><p>In the mobile games and other mobile game app related businesses, the major competitors include Unity Software, Activision Blizzard, Tencent Holdings(OTCPK:TCEHY), and Zynga. In the advertising platform business, the company's major competitors include Facebook, Alphabet, and Amazon (AMZN). Many of these companies are also AppLovin's partners and customers. In addition to these mega companies, the company faces competition from thousands of smaller competitors worldwide.</p><p>Balance Sheet and Cash Flow Analysis</p><p>The company has a leveraged balance sheet. Net debt increased from $0.8 billion at the end of 2019 to $1.3 billion at the end of 2020. Net debt to adjusted EBITDA ratio also rose from 260% at the end of 2019 to 315% at the end of 2020. After KKR invested in the company in 2018, it appears that AppLovin was advised to add more leverage and expand the business more aggressively through numerous acquisitions. Through this IPO, the company's balance sheet will become much stronger.</p><p>The company generated positive cash flow from operations and free cash flow in the past two years. Its cash flow from operations and free cash flow averaged $211 million and $207 million, respectively, in 2019 and 2020.</p><p><b>Conclusion</b></p><p>AppLovin is one of the key beneficiaries of the surging growth of game-related mobile apps. Our base case valuation of AppLovin is EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8, which is about 17% higher than the high end of the IPO price range. In recent months, some of the major game-related IPOs including Roblox and Unity Software have done really well, although their share prices have come down from their recent highs. AppLovin will likely be compared against these stocks.</p><p>Despite AppLovin's decline in operating margins in 2020 due to higher operating expenses, it is more likely that investors will focus on the company's ability to continue to scale up the business and generate higher sales growth. There remains some uncertainty in terms of how quickly the company is willing to focus on the probability at the expense of lower sales growth. In addition, there are some concerns about the recent weakening sentiment on the tech-related IPOs.</p>","source":"seekingalpha","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>AppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps</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\">\nAppLovin: Capitalizing On The Surging Growth Of Mobile Game Apps\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418129-applovin-capitalizing-growth-mobile-game-apps><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 million shares.At the high end of the IPO price range, the company is aiming to raise $2.1 billion, and...</p>\n\n<a href=\"https://seekingalpha.com/article/4418129-applovin-capitalizing-growth-mobile-game-apps\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4418129-applovin-capitalizing-growth-mobile-game-apps","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1125635474","content_text":"SummaryAppLovin announced its IPO price range of $75 to $85 per share. The company is selling 25 million shares.At the high end of the IPO price range, the company is aiming to raise $2.1 billion, and it would be valued at $30.4 billion.Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8.The company has been a key beneficiary of the surging growth of popular game apps.Despite strong sales growth, its operating margins worsened in 2020 due to higher operating expenses.Investment ThesisAppLovinAppLovin Corporation  is one of the key beneficiaries of the exploding demand for mobile apps, especially for mobile games. The company's sales growth has been surging in recent years as the company has benefited from both organic growth and has been aggressive in making numerous acquisitions in the past three years.Most developers lack access to the marketing, monetization, and data analytics tools required to stand out among the more than 4.8 million mobile apps available on the Apple App Store(NASDAQ:AAPL)and Google Play Store(NASDAQ:GOOG)(NASDAQ:GOOGL). The company's products and services help many app developers to scale up their business and create a successful app that can be sustained long term. This is where the company's capabilities in app development, marketing, and analytics really stand out.There are more than 1.3 million mobile gaming apps on the Apple App Store and Google Play Store.Mobile gamingaccounts for 39% of worldwide app downloads and for 72% of all app store consumer spend by value, according to Sensor Tower.Although the company's operating margins declined in the past two years mainly due to higher operating expenses, we believe that the company's profit margins will turn around this year due to a combination of higher economies of scale and lower operating expenses as a percentage of revenues.Comparable Companies Valuation AnalysisIn the comparable companies valuation analysis, we used the following companies as comps to AppLovin:Unity Software (U)Roblox Corp. (RBLX)Activision Blizzard (ATVI)Zynga (ZNGA)Our base case valuation of AppLovin is an EV of $35.1 billion, implied market cap of $35.7 billion, and implied target price per share of $99.8. This represents 17% upside from the high end of the IPO price range of $85. We have a POSITIVE view of the AppLovin IPO.Our base case valuation of AppLovin is based on a 16x EV/S multiple (using 2021 sales estimate), which represents a 10% higher than the average EV/S multiple of the comps. It is also below the EV/S multiple of Unity Software and Roblox which trade at EV/S multiple of 26.8x and 19.2x, respectively.The comps' average sales growth in 2020 and 2021 are similar to the sales growth rates of AppLovin in this period. Among the comps, Roblox has the highest sales growth and Activision has the lowest sales growth in 2020 and 2021. Overall, we have assumed higher sales growth for AppLovin versus its peers in 2021 and 2022 and this is one of main reasons why we have applied a 10% higher valuation multiple than the comps.However, Roblox is trading at 19.2x EV/S in 2021 and we have applied a 16x EV/S multiple for AppLovin (17% lower valuation multiple than Roblox). We believe the market will attach a slightly higher valuation multiple for Roblox than AppLovin, mainly due to the former company's higher sales growth and operating margins in 2021, and its brand is more recognized worldwide.Income Statement ForecastAppLovin generated sales of $1,451.1 million and an operating loss of $62.1 million in 2020. The company's sales have nearly tripled from 2018 to 2020. The company's operating margins declined from 50.1% in 2018 to 19.5% in 2019 and -4.3% in 2020. The major reasons for the lower operating margins are due to higher cost of sales, sales & marketing, R&D, and other operating expenses as a percentage of sales.We estimate AppLovin to generate sales of $2.2 billion (up 51% YoY) and an operating profit of $65.2 million in 2021. From 2020 to 2025, we have assumed the company's sales to grow at a CAGR of 28.6%. We have also assumed the company's operating margin to turn positive to 3% in 2021 from -4.3% in 2020. We estimate its operating margins to improve further to 6.8% in 2022, 10.6% in 2023, and 17.8% in 2025. We estimate AppLovin to have sales of $5.1 billion and an operating profit of $0.9 billion in 2025.Company BackgroundThecompanyoriginally started its business helping customers to improve the smartphone customer experiences for all the users. In recent years, the company has become a much bigger player in the mobile gaming segment and it also helps developers to grow their users and improve the monetization of their apps.According to IDC, the company's totalmarket opportunityis estimated to be $189 billion in 2020, growing to $283 billion in 2024, representing a CAGR of 10.6% in this period. This total market size of $184 billion was derived by adding the worldwide total in-app advertising revenue of $101 billion (including gaming and non-gaming in-app display, video, and other advertising, but excluding in-app search advertising) and worldwide direct game spending of $88 billion for 2020.AppLovin has invested about $1 billion in 15 acquisitions and partnerships since 2018. It owns more than 200 free-to-play mobile games from 12 studios.AppLovinlaunched a gaming business unit called Lion Studios in July 2018. It also acquired a company called Max in September 2018. Max provides in-app bidding service, which is a type of advertising where mobile publishers can sell their ad inventory in an auction method). AppLovin also owns and operates gaming studios Machine Zone, Belka Games, PeopleFun and Firecraft Studios.In February 2021, AppLovin signed an agreement to purchase Adjust for $1 billion (including $598 million in cash and $352 million in convertible securities, and an assumption of up to $40 million in debt). Adjust is a leading mobile app analytics& marketing products company in Germany. Adjust provides tools to prevent mobile advertising fraud and better measure the user base. This acquisition is expected to close in 1H 2021.In the IPO prospectus, the company mentioned that it plans to use $75 million of its Class A common shares for charitable purposes. If the company raises $1 billion in the IPO, this would represent nearly 7.5% of total amount. This is a bit unusual to have this large number of shares allocated for charitable purposes. We applaud this move by the CEO and its senior management. Adam Foroughi, the co-founder and CEO of AppLovin, previously co-founded two advertising technology companies, Lifestreet Media Inc. and Social Hour Inc.AppLovin (Key Metrics)The table provides the company's key metrics. There has been a strong increase in the monthly active payers which jumped from 0.3 million in 2018 to 1.0 million in 2019 and 1.5 million in 2020. However, the enterprise clients declined from 192 in 2018 to 172 in 2020. The company defines its enterprise clients as third-party business clients from which it has collected more than $125,000 of revenue in the trailing 12 months. Average revenue per monthly active payer increased from $11 in 2018 to $32 in 2019 and $41 in 2020.The company's main businesses comprise of its platform and apps. Its platform business mainly includes AppLovin Core Technologies and AppLovin Software. Its apps consist of over 200 free-to-play mobile games in five genres, run by 12 studios including those owned by the company and also those it partners with. The five major game genres offering by the company include casual, hypercasual, match-three, midcore, and card/casino. No single game of the company contributed more than 16% of its total revenue in 2020.Source: Company dataThe company collects revenue from two sources including business clients and consumers. In 2020, business clients accounted for 49% of total revenue and consumers represented 51% of total revenue.Business Clients:The company has a wide range of business clients including Facebook(NASDAQ:FB), Google, and a number of much smaller companies. It had 1,400 business clients at the end of 2020. Nearly 99% of the company's business revenue came from its 172 enterprise clients as of December 31, 2020. The company also had a solid customer retention rate of 118% in 2020 for its enterprise clients.AppLovin Software is a comprehensive suite of tools for developers to get their mobile apps discovered and downloaded by the right users, optimize return on marketing spend, and maximize monetization of engagement. AppLovin Software reaches an audience of over 410 million users per day. The company's software solutions provide tools for mobile app developers to expand their businesses by optimizing and automating the marketing and monetization of their apps. Since inception, the company's platform has driven more than 6 billion mobile app installs.The company's main software includes AppDiscovery and MAX. Business clients use AppDiscovery to automate, optimize, and manage their app user acquisition investments. They set marketing and user growth goals, and AppDiscovery optimizes their ad spend in an effort to achieve their return on advertising spend targets and other marketing objectives. AppDiscovery comprises the vast majority of revenue from its software.Revenue is generated from the advertisers, typically on a performance-based, cost-per-install basis, and shared with the company's advertising publishers, typically on a cost per impression model. Business clients use MAX to optimize purchases of app ad inventory.The Compass Analytics tool within MAX provides insights to manage against key performance indicators, understand the long-term value of users, and help manage profitability. Revenue from MAX is generated based on a percentage of client spend. Business clients that purchase advertising inventory from the company's Apps are able to target highly relevant users from its diverse and global portfolio of over 200 mobile games.Consumers:The company has also developed and invested in AppLovin Apps, which consist of a globally diversified portfolio of over 200 free-to-play mobile games. These Apps are accessed by nearly 32 million users every day. Consumer revenue is generated when the user of its apps makes an in-app purchase (IAP).The company's apps are mostly free-to-play mobile games and generate consumer revenue through in-app purchase of virtual items which are used to enhance gameplay and improve the probabilities of the mobile game progression opportunities.During the three months ended December 31, 2020, the company had an average of 2.1 million monthly active payers (MAPs) across its portfolio of apps. Over that period, the company had an average revenue per monthly active payer of $41.Major CompetitorsIn the mobile games and other mobile game app related businesses, the major competitors include Unity Software, Activision Blizzard, Tencent Holdings(OTCPK:TCEHY), and Zynga. In the advertising platform business, the company's major competitors include Facebook, Alphabet, and Amazon (AMZN). Many of these companies are also AppLovin's partners and customers. In addition to these mega companies, the company faces competition from thousands of smaller competitors worldwide.Balance Sheet and Cash Flow AnalysisThe company has a leveraged balance sheet. Net debt increased from $0.8 billion at the end of 2019 to $1.3 billion at the end of 2020. Net debt to adjusted EBITDA ratio also rose from 260% at the end of 2019 to 315% at the end of 2020. After KKR invested in the company in 2018, it appears that AppLovin was advised to add more leverage and expand the business more aggressively through numerous acquisitions. Through this IPO, the company's balance sheet will become much stronger.The company generated positive cash flow from operations and free cash flow in the past two years. Its cash flow from operations and free cash flow averaged $211 million and $207 million, respectively, in 2019 and 2020.ConclusionAppLovin is one of the key beneficiaries of the surging growth of game-related mobile apps. Our base case valuation of AppLovin is EV of $35.1 billion, implied market cap of $35.7 billion, and target price per share of $99.8, which is about 17% higher than the high end of the IPO price range. In recent months, some of the major game-related IPOs including Roblox and Unity Software have done really well, although their share prices have come down from their recent highs. AppLovin will likely be compared against these stocks.Despite AppLovin's decline in operating margins in 2020 due to higher operating expenses, it is more likely that investors will focus on the company's ability to continue to scale up the business and generate higher sales growth. There remains some uncertainty in terms of how quickly the company is willing to focus on the probability at the expense of lower sales growth. In addition, there are some concerns about the recent weakening sentiment on the tech-related IPOs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347523314,"gmtCreate":1618502646638,"gmtModify":1704711978356,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>alibaba is going to the moon soon","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>alibaba is going to the moon soon","text":"$Alibaba(BABA)$alibaba is going to the moon soon","images":[{"img":"https://static.tigerbbs.com/68f3111088fc02aa2b6af5c1ef0ad7ef","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347523314","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140403394,"gmtCreate":1625667669318,"gmtModify":1703746067072,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>Has anyone tried sellingtheir draftkings stocks?&nbsp;","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>Has anyone tried sellingtheir draftkings stocks?&nbsp;","text":"$DraftKings Inc.(DKNG)$Has anyone tried sellingtheir draftkings stocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140403394","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196365736,"gmtCreate":1621027312625,"gmtModify":1704352052473,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Its rebound time! 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moon","images":[{"img":"https://static.tigerbbs.com/af1d20dc5e17190e6920a5e4fbf2e84e","width":"1242","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187383301","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":136069377,"gmtCreate":1621986098699,"gmtModify":1704365396081,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Fly fly fly&nbsp;","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Fly fly fly&nbsp;","text":"$SEA LTD(SE)$Fly fly 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will hit $300 soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136085456","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190514854,"gmtCreate":1620633682878,"gmtModify":1704345859635,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Why TTD havent report earnings yet???","listText":"<a href=\"https://laohu8.com/S/TTD\">$Trade Desk Inc.(TTD)$</a>Why TTD havent report earnings yet???","text":"$Trade Desk Inc.(TTD)$Why TTD havent report earnings yet???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190514854","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106253455,"gmtCreate":1620127061877,"gmtModify":1704338993898,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"Mmmm shall i sell all my current profitting stocks? Or keep?","listText":"Mmmm shall i sell all my current profitting stocks? Or keep?","text":"Mmmm shall i sell all my current profitting stocks? Or keep?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106253455","repostId":"1167630680","repostType":4,"repost":{"id":"1167630680","kind":"news","pubTimestamp":1620122991,"share":"https://ttm.financial/m/news/1167630680?lang=&edition=fundamental","pubTime":"2021-05-04 18:09","market":"us","language":"en","title":"Wall Street can't keep up with the market: Morning Brief","url":"https://stock-news.laohu8.com/highlight/detail?id=1167630680","media":"Yahoo Finance","summary":"Price targets and economic forecasts fall behind\nReaders of the Morning Brief knowinvestor expectati","content":"<p><b>Price targets and economic forecasts fall behind</b></p>\n<p>Readers of the Morning Brief knowinvestor expectations were highahead of earnings season, thatcompanies have topped expectations at a record rate, and that theeconomy is firing on all cylinders.</p>\n<p>And these events have pushed Wall Street strategists back into another theme we've written about in this space for the last few months —trying to keep up with the market.</p>\n<p>Late last week, Credit Suisse chief equity strategist Jonathan Golub raised his price target for the S&amp;P 500 to 4,600 from 4,300, writing that a \"red hot economy\" is fueling corporate earnings beats.</p>\n<p>\"Consensus GDP forecasts call for 6.3% real (8.6% nominal) growth in 2021, the fastest pace in nearly 4 decades,\" Golub writes. \"<b>Every 1% improvement in nominal GDP translates to a 2.5%-3% gain in S&amp;P 500 revenues, and additional improvement in margins, as fixed expenses are amortized over greater sales volumes</b>. While companies might bemoan higher input costs, history shows that rising commodity prices lead to margin upside as companies pass on additional costs.\" (Emphasis ours.)</p>\n<p>Golub also cites operating leverage —which we covered earlier this year— both as a driver for corporate profits this cycle and a factor still under-appreciated by investors. Most simply stated, operating leverage is the ability for companies to earn incremental profits on higher sales. And so if, for example, every dollar of sales cost a company 50 cents, a firm exhibiting high operating leverage would see lower costs on additional revenue, resulting in its bottom line growing at a faster rate than sales.</p>\n<p>At the beginning of economic cycles, Golub notes that higher-than-anticipated operating leverage results in consistent upward revisions to earnings forecasts for potentially two or three years. Seen this way, the strong earnings cycle coming out of the pandemic-induced recession is only just getting started.</p>\n<p>And while Golub's work certainly frames the economy's strength as an upward driver for markets, we'd be remissnot to mention recent work covered by the Morning Brieffrom Goldman Sachs and Deutsche Bank suggesting that economic growth is peaking, a potentially troubling sign for stocks.</p>\n<p>Moreover, while faster-than-expected economic growth is a good problem to have, it seems some parts of the economy are reaching their limits. A dynamic that seems likely to either slow growth, drive inflation, or both. On Monday, thelatest data on manufacturing activityfrom the Institute for Supply Management showed the manufacturing sector grew at a slower pace than expected in April as lead times increased, prices rose, and labor and commodity shortages persisted.</p>\n<p>\"Recent record-long lead times, wide-scale shortages of critical basic materials, rising commodities prices and difficulties in transporting products are continuing to affect all segments of the manufacturing economy,\" said Tim Fiore, chair of Institute for Supply Management manufacturing business survey. \"Worker absenteeism, short-term shutdowns due to part shortages, and difficulties in filling open positions continue to be issues that limit manufacturing-growth potential.\"</p>\n<p><b>What to watch today</b></p>\n<p><b>Economy</b></p>\n<ul>\n <li><p>8:30 a.m. ET:<b>Trade balance,</b>March (-$74.3 billion expected, -$71.1 billion in February)</p></li>\n <li><p>10:00 a.m. ET:<b>Factory orders,</b>March (1.3% expected, -0.8% in February)</p></li>\n <li><p>10:00 a.m. ET:<b>Durable goods orders,</b>March final (0.5% in prior print)</p></li>\n <li><p>10:00 a.m. ET:<b>Durable goods orders excluding transportation,</b>March final (1.6% in prior print)</p></li>\n <li><p>10:00 a.m. ET:<b>Non-defense capital goods orders excluding aircraft,</b>March final (0.9% in prior print)</p></li>\n <li><p>10:00 a.m. ET:<b>Non-defense capital goods orders shipments excluding aircraft,</b>March final (1.3% in prior print)</p></li>\n</ul>\n<p><b>Earnings</b></p>\n<p><b>Pre-market</b></p>\n<ul>\n <li><p>6:30 a.m. ET:<b>CVS Health (CVS)</b>is expected to report adjusted earnings of $1.71 per share on revenue of $68.46 billion</p></li>\n <li><p>6:40 a.m. ET:<b>Marathon Petroleum (MPC)</b>is expected to report adjusted losses of 71 cents per share on revenue of $18.91 billion</p></li>\n <li><p>6:45 a.m. ET:<b>Pfizer (PFE)</b>is expected to report adjusted earnings of 78 cents per share on revenue of $13.71 billion</p></li>\n <li><p>6:55 a.m. ET:<b>Under Armour (UAA)</b>is expected to reported adjusted earnings of 4 cents per share on revenue of $1.13 billion</p></li>\n <li><p>7:00 a.m. ET:<b>ConocoPhillips (COP)</b>is expected to report adjusted earnings of 54 cents per share on revenue of $8.38 billion</p></li>\n <li><p>7:00 a.m. ET:<b>Apollo Global Management (APO)</b>is expected to report adjusted earnings of 59 cents per share on revenue of $550.57 million</p></li>\n <li><p>7:30 a.m. ET:<b>Dominion Energy (D)</b>is expected to report adjusted earnings of $1.08 per share on revenue of $4.21 billion</p></li>\n <li><p>7:30 a.m. ET:<b>Warner Music Group (WMG)</b>is expected to report adjusted earnings of 15 cents per share on revenue of $1.18 billion</p></li>\n</ul>\n<p><b>Post-market</b></p>\n<ul>\n <li><p>4:00 p.m. ET:<b>Caesars Entertainment (CZR)</b>is expected to report adjusted losses of $1.70 per share on revenue of $1.7 billion</p></li>\n <li><p>4:05 p.m. ET:<b>T-Mobile (TMUS)</b>is expected to report adjusted earnings of 58 cents per share on revenue of $18.92 billion</p></li>\n <li><p>4:05 p.m. ET:<b>Virgin Galactic Holdings (SPCE)</b>is expected to report adjusted losses of 29 cents per share on revenue of $500,000</p></li>\n <li><p>4:05 p.m. ET:<b>Zillow Group (ZG)</b>is expected to report adjusted earnings of 26 cents per share on revenue of $1.10 billion</p></li>\n <li><p>4:05 p.m. ET:<b>Activision Blizzard (ATVI)</b>is expected to report adjusted earnings of 71 cents per share on revenue of $1.79 billion</p></li>\n <li><p>4:10 p.m. ET:<b>Match Group (MTCH)</b>is expected to report adjusted earnings of 39 cents per share on revenue of $650.75 million</p></li>\n <li><p>4:10 p.m. ET:<b>Lyft (LYFT)</b>is expected to report adjusted losses of 53 cents per share on revenue of $557.33 million</p></li>\n <li><p>4:10 p.m. ET:<b>McAfee Corp (MCFE)</b>is expected to report adjusted earnings of 36 cents per share on revenue of $732.29 million</p></li>\n</ul>","source":"yahoofinance_sg","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>Wall Street can't keep up with the market: Morning Brief</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; 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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\">\nWall Street can't keep up with the market: Morning Brief\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 18:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/wall-street-cant-keep-up-with-the-market-morning-brief-095713564.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price targets and economic forecasts fall behind\nReaders of the Morning Brief knowinvestor expectations were highahead of earnings season, thatcompanies have topped expectations at a record rate, and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/wall-street-cant-keep-up-with-the-market-morning-brief-095713564.html\">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://finance.yahoo.com/news/wall-street-cant-keep-up-with-the-market-morning-brief-095713564.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167630680","content_text":"Price targets and economic forecasts fall behind\nReaders of the Morning Brief knowinvestor expectations were highahead of earnings season, thatcompanies have topped expectations at a record rate, and that theeconomy is firing on all cylinders.\nAnd these events have pushed Wall Street strategists back into another theme we've written about in this space for the last few months —trying to keep up with the market.\nLate last week, Credit Suisse chief equity strategist Jonathan Golub raised his price target for the S&P 500 to 4,600 from 4,300, writing that a \"red hot economy\" is fueling corporate earnings beats.\n\"Consensus GDP forecasts call for 6.3% real (8.6% nominal) growth in 2021, the fastest pace in nearly 4 decades,\" Golub writes. \"Every 1% improvement in nominal GDP translates to a 2.5%-3% gain in S&P 500 revenues, and additional improvement in margins, as fixed expenses are amortized over greater sales volumes. While companies might bemoan higher input costs, history shows that rising commodity prices lead to margin upside as companies pass on additional costs.\" (Emphasis ours.)\nGolub also cites operating leverage —which we covered earlier this year— both as a driver for corporate profits this cycle and a factor still under-appreciated by investors. Most simply stated, operating leverage is the ability for companies to earn incremental profits on higher sales. And so if, for example, every dollar of sales cost a company 50 cents, a firm exhibiting high operating leverage would see lower costs on additional revenue, resulting in its bottom line growing at a faster rate than sales.\nAt the beginning of economic cycles, Golub notes that higher-than-anticipated operating leverage results in consistent upward revisions to earnings forecasts for potentially two or three years. Seen this way, the strong earnings cycle coming out of the pandemic-induced recession is only just getting started.\nAnd while Golub's work certainly frames the economy's strength as an upward driver for markets, we'd be remissnot to mention recent work covered by the Morning Brieffrom Goldman Sachs and Deutsche Bank suggesting that economic growth is peaking, a potentially troubling sign for stocks.\nMoreover, while faster-than-expected economic growth is a good problem to have, it seems some parts of the economy are reaching their limits. A dynamic that seems likely to either slow growth, drive inflation, or both. On Monday, thelatest data on manufacturing activityfrom the Institute for Supply Management showed the manufacturing sector grew at a slower pace than expected in April as lead times increased, prices rose, and labor and commodity shortages persisted.\n\"Recent record-long lead times, wide-scale shortages of critical basic materials, rising commodities prices and difficulties in transporting products are continuing to affect all segments of the manufacturing economy,\" said Tim Fiore, chair of Institute for Supply Management manufacturing business survey. \"Worker absenteeism, short-term shutdowns due to part shortages, and difficulties in filling open positions continue to be issues that limit manufacturing-growth potential.\"\nWhat to watch today\nEconomy\n\n8:30 a.m. ET:Trade balance,March (-$74.3 billion expected, -$71.1 billion in February)\n10:00 a.m. ET:Factory orders,March (1.3% expected, -0.8% in February)\n10:00 a.m. ET:Durable goods orders,March final (0.5% in prior print)\n10:00 a.m. ET:Durable goods orders excluding transportation,March final (1.6% in prior print)\n10:00 a.m. ET:Non-defense capital goods orders excluding aircraft,March final (0.9% in prior print)\n10:00 a.m. ET:Non-defense capital goods orders shipments excluding aircraft,March final (1.3% in prior print)\n\nEarnings\nPre-market\n\n6:30 a.m. ET:CVS Health (CVS)is expected to report adjusted earnings of $1.71 per share on revenue of $68.46 billion\n6:40 a.m. ET:Marathon Petroleum (MPC)is expected to report adjusted losses of 71 cents per share on revenue of $18.91 billion\n6:45 a.m. ET:Pfizer (PFE)is expected to report adjusted earnings of 78 cents per share on revenue of $13.71 billion\n6:55 a.m. ET:Under Armour (UAA)is expected to reported adjusted earnings of 4 cents per share on revenue of $1.13 billion\n7:00 a.m. ET:ConocoPhillips (COP)is expected to report adjusted earnings of 54 cents per share on revenue of $8.38 billion\n7:00 a.m. ET:Apollo Global Management (APO)is expected to report adjusted earnings of 59 cents per share on revenue of $550.57 million\n7:30 a.m. ET:Dominion Energy (D)is expected to report adjusted earnings of $1.08 per share on revenue of $4.21 billion\n7:30 a.m. ET:Warner Music Group (WMG)is expected to report adjusted earnings of 15 cents per share on revenue of $1.18 billion\n\nPost-market\n\n4:00 p.m. ET:Caesars Entertainment (CZR)is expected to report adjusted losses of $1.70 per share on revenue of $1.7 billion\n4:05 p.m. ET:T-Mobile (TMUS)is expected to report adjusted earnings of 58 cents per share on revenue of $18.92 billion\n4:05 p.m. ET:Virgin Galactic Holdings (SPCE)is expected to report adjusted losses of 29 cents per share on revenue of $500,000\n4:05 p.m. ET:Zillow Group (ZG)is expected to report adjusted earnings of 26 cents per share on revenue of $1.10 billion\n4:05 p.m. ET:Activision Blizzard (ATVI)is expected to report adjusted earnings of 71 cents per share on revenue of $1.79 billion\n4:10 p.m. ET:Match Group (MTCH)is expected to report adjusted earnings of 39 cents per share on revenue of $650.75 million\n4:10 p.m. ET:Lyft (LYFT)is expected to report adjusted losses of 53 cents per share on revenue of $557.33 million\n4:10 p.m. ET:McAfee Corp (MCFE)is expected to report adjusted earnings of 36 cents per share on revenue of $732.29 million","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103101673,"gmtCreate":1619752363892,"gmtModify":1704271873397,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"Will SE go lower tonight for another opportunity to buy?","listText":"Will SE go lower tonight for another opportunity to buy?","text":"Will SE go lower tonight for another opportunity to buy?","images":[{"img":"https://static.tigerbbs.com/24d5092a67e88f6634cc1afb6789cf79","width":"1125","height":"2442"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103101673","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372782148,"gmtCreate":1619243340284,"gmtModify":1704721779518,"author":{"id":"3576286113295643","authorId":"3576286113295643","name":"PeterJames","avatar":"https://static.tigerbbs.com/25ec31b0ca33b01b5a14c81a6dc3c462","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576286113295643","idStr":"3576286113295643"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Oh yea.. continue up and up. Next target Usd317","listText":"<a href=\"https://laohu8.com/S/SE\">$SEA LTD(SE)$</a>Oh yea.. continue up and up. Next target Usd317","text":"$SEA LTD(SE)$Oh yea.. continue up and up. Next target Usd317","images":[{"img":"https://static.tigerbbs.com/80f4ed6376e1cf94f3a6dd90a8aa4e38","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372782148","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}