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- Strider88Strider88
  ·2021-09-11
  What a dumb article
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- Strider88Strider88
  ·2021-06-18
  Funny how you guys keep posting the same shiz this week
  AMC: Danger Signals For Investors And Speculators
  Summary I stand on the shoulder of giants to guide you on AMC. For investors, the gravitational pul
  AMC: Danger Signals For Investors And Speculators
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- Strider88Strider88
  ·2021-03-18
  Agreed
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- Strider88Strider88
  ·2021-03-18
  Nice
  2 Tech Stocks That Could Make You Rich
  These tech companies are disrupting the status quo -- that could mean big gains for investors. As t
  2 Tech Stocks That Could Make You Rich
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a dumb article","listText":"What a dumb article","text":"What a dumb article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881327742","repostId":"1105230157","repostType":2,"isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166679425,"gmtCreate":1624008672967,"gmtModify":1703826437406,"author":{"id":"3579088932518063","authorId":"3579088932518063","name":"Strider88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579088932518063","idStr":"3579088932518063"},"themes":[],"htmlText":"Funny how you guys keep posting the same shiz this week","listText":"Funny how you guys keep posting the same shiz this week","text":"Funny how you guys keep posting the same shiz this week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166679425","repostId":"1131310015","repostType":2,"repost":{"id":"1131310015","kind":"news","pubTimestamp":1623987347,"share":"https://ttm.financial/m/news/1131310015?lang=en_US&edition=fundamental","pubTime":"2021-06-18 11:35","market":"us","language":"en","title":"AMC: Danger Signals For Investors And Speculators","url":"https://stock-news.laohu8.com/highlight/detail?id=1131310015","media":"seekingalpha","summary":"Summary\n\nI stand on the shoulder of giants to guide you on AMC.\nFor investors, the gravitational pul","content":"<p><b>Summary</b></p>\n<ul>\n <li>I stand on the shoulder of giants to guide you on AMC.</li>\n <li>For investors, the gravitational pull of no earning prospects provides little support to the stock.</li>\n <li>A century-old cautionary tale for speculators counting on a short squeeze.</li>\n <li>Sell before the other speculators do.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dabb985556b9f549dd561bf919495d08\" tg-width=\"768\" tg-height=\"513\"><span>RgStudio/E+ via Getty Images</span></p>\n<p>What are we to make of the meme stock phenomena? I tookone stab at itwith AMC Entertainment Holdings, Inc.(NYSE:AMC)a few weeks ago. I’m back for more, after reading two interesting pieces. As Isaac Newton said in 1676, “<i>If I have seen a little further it is by standing on the shoulders of Giants.</i>” Now I’m no Isaac Newton. For one, I’m far better looking. But like Zeke – a nickname Isaac’s friends probably never used – I too stand on the shoulders of giants. In this case the shoulders of Jason Zweig, a wonderful financial markets writer for<i>The Wall Street Journal</i>, and John Brooks, author of “<i>Business Adventures</i>”, a book recommended by Bill Gates. I will quote liberally from both in this article, then draw the line for you to AMC.</p>\n<p><b>Investor vs. trader vs. speculator</b></p>\n<p>Jason Zweig graphically distinguished between these three types of stock buyers in hisJune 11, 2021<i>Wall Street Journal</i>column:</p>\n<blockquote>\n “\n <i>Whenever you buy any financial asset because you have a hunch or just for kicks, or because somebody famous is hyping the heck out of it, or everybody else seems to be buying it too, you aren’t investing.You’re definitely a trader: someone who has just bought an asset. And you may be a speculator: someone who thinks other people will pay more for it than you did.”“An investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarily whether somebody else will pay more, regardless of fundamental value.”</i>\n</blockquote>\n<p>So why has AMC’s stock price been on a tear? I have one informal data source, namely the 300+ comments on my June 4 AMC article. Earnings, income, growth in the value of assets<i>never</i>came up. What did come up was “short squeeze” and stock charts. So I expect Mr. Zweig would describe AMC’s stock as driven by traders and speculators.</p>\n<p>Mr. Zweig also made me realize that my AMC article left out an earnings forecast. I gave lots of data on historic trends, which only implied a future direction. I correct that omission here.</p>\n<p><b>A 2022 AMC earnings forecast</b></p>\n<p>I start with the key assumptions:</p>\n<p><img src=\"https://static.tigerbbs.com/3f5311cb0ff00c046d122c2c84fc3aea\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"></p>\n<p><i>My time frame for reference</i>&nbsp;is 2017 to 2019. Earlier data is less relevant because AMC made a big acquisition in 2016, and 2020 and 2021 data is even less relevant because of COVID.</p>\n<p><i>The national box office</i>is the major assumption.My June 4 articleshows that movie attendance has been declining since 2002. What will box office be next year? The steady growth in streaming, both in subscribers and content, certainly is a headwind. And COVID logically should increase the shift from offsite (theater) entertainment to home entertainment, as it has for shopping and working. Holding movie attendance near its ’19 level would be a minor miracle. A 10%, or even a 20%, decline is far more likely. As you can see in the table above, I make 2022 AMC EPS forecasts using all three box office assumptions.</p>\n<p><b><i>AMC market share.</i></b>I assume a share increase from AMC’s ’17-’19 level because some competing theaters must have dropped out because of COVID financial pressures.</p>\n<p><b><i>Admissions gross margin.</i></b>This is the profit from ticket sales less the cost of licensing movies from their producers. I hold AMC steady with ’17-’19, but I can also imagine that movie producers seek better terms because AMC has to bid against a growing pool of streaming services desperate for content.</p>\n<p><b><i>Food expenses as a percent of sales.</i></b>I carry forward the shockingly low number. AMC, and presumably its peers, take their food and beverage costs and<i>multiply them by 7 in their pricing to us moviegoers.</i>Smuggle in your own Jujifruits and save a bundle. My best financial advice for the year.</p>\n<p><b><i>Food and beverage sales as a percent of ticket prices.</i></b>I assume that AMC’s trend of modest increases continues.</p>\n<p><b><i>Operating expenses</i></b>are the cost of the theater personnel, utilities, etc. I assume the gradual uptrend in the operating expense ratio continues, for two reasons. One, these operating expenses are largely fixed, and revenues will be under pressure. Second, it seems logical that the current labor shortage will pressure pay levels for low-end theater jobs.</p>\n<p>We’re now ready for my earnings and cash flow models:</p>\n<p><img src=\"https://static.tigerbbs.com/9b8a5ce8ad10adb3336126cdb0a5e598\" tg-width=\"537\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>The ’22 forecasts are set by the assumptions above through the “gross profit” line. My overhead expense forecast assumes that AMC is working hard to limit expenses through its challenging times:</p>\n<ul>\n <li><i>Depreciation/amortization</i>is a combination of accounting expenses for real estate and acquisitions. Write-downs taken during the pandemic should have reduced these expenses.</li>\n <li><i>Interest expense</i>should decline as AMC pays down some debt with the equity it has been raising.</li>\n</ul>\n<p><b>The gravitational pull of earnings</b></p>\n<p>We arrive at the bottom line. The best-case scenario I can see for 2022 EPS is roughly breakeven. More likely is a modest loss. Cash flow should be somewhat worse, because the cash capital spending needed by AMC to keep its theaters attractive to a shrinking audience should exceed its non-cash depreciation/amortization expenses. If capital spending is much lower than I forecast, it is probably because AMC management is conceding that it is in a death spiral and wants to milk what cash it can.</p>\n<p><i>The bottom line - no support for investors.</i>AMC’s book value is negative. It appears incapable of earning any material money post-COVID. Its business is in long-term decline due to technology changes, and its new competitors are monster companies – Netflix, Disney, Comcast, etc. – with huge resources. An investor can only look at AMC’s current $55 stock price and with a shudder say, in the immortal words of<i>Trading Places</i>, “Sell Mortimer, sell!”</p>\n<p><b>The speculative play - a short squeeze: A historical cautionary tale</b></p>\n<p>Millennials did not invent the short squeeze. It has been around almost as long financial markets have existed. The book<i>Business Adventures</i>by John Brooks<i>,</i>published way back in 1969, tells a vivid tale of a short squeeze even farther back, in the early 1920s. Literally a century ago. I’m going to quote from the book to suggest how the story ends for speculations with no investor support. So pour yourself some illegal hooch (we’re heading to the Prohibition Era) and read on. This is the story of Clarence Saunders, the founder of Piggly Wiggly Stores, the first supermarket; the Amazon of his day.</p>\n<p>Shorts went after Clarence’s stock in 1922, driving it from $50 to below $40. Saunders vowed revenge with a short squeeze. Here are excerpts of Mr. Brooks’ recounting of the story:</p>\n<blockquote>\n “\n <i>Saunders…bought 33,000 shares of Piggly Wiggly, mostly from short sellers; within a week he had brought the total to 105,000 – more than half of the 200,000 shares outstanding. The effectiveness of Saunders’ buying campaign was readily apparent; by late January of 1923 it had driven he price up over $60…</i>”\n</blockquote>\n<p>The sole short squeezer of yore has been replaced by herds of “apes” today, and the apes have been far better in driving up prices. By the way, believe it or not, a group of apes is apparently called a “shrewdness”. A group of apes is shrewd – interesting.</p>\n<blockquote>\n “\n <i>He had made himself a bundle and had demonstrated how a poor Southern boy could teach the city slickers a lesson.”</i>\n</blockquote>\n<p>Today we have apes sticking it to hedge funds.</p>\n<blockquote>\n “\n <i>One of the great hazards in the Corner was always that even though a player might defeat his opponents, he would discover that he had won a Pyrrhic victory. Once the short sellers had been squeezed dry, the cornerer might find that the reams of stock he had accumulated in the process were a dead weight around his neck; by pushing it all back into the market, he would drive its price down to zero.</i>”\n</blockquote>\n<p>Something to think about. What was Saunders to do?</p>\n<blockquote>\n “[\n <i>Saunders’] solution was to sell his $55 shares on the installment plan. In his February advertisements, he stipulated that the public could buy shares only by paying $25 down and the balance in three $10 installments</i>.”\n</blockquote>\n<p>Pretty clever, no? No:</p>\n<blockquote>\n “\n <i>At the end of the third day, the total number of shares subscribed for was still under 25,000, and the sales that were made were canceled. Saunders had to admit that the drive had been a failure.”</i>\n</blockquote>\n<p>Uh oh. What now?</p>\n<blockquote>\n <i>“On August 22nd, the New York auction firm of Adrian H. Muller &amp; Son…knocked down 1,500 shares of Piggly Wiggly at $1 a share…The following spring Saunders went through formal bankruptcy proceedings.”</i>\n</blockquote>\n<p>Ouch.</p>\n<p><b>Buyers beware</b></p>\n<p>As Jason Zweig noted above, speculators depend upon finding a buyer at a higher price. Today’s holders of AMC stock certainly have made life painful for many short sellers. But are there really enough new buyers to take out current shareholders above AMC’s present $28 billion market cap? Especially with the gravity of no earnings constantly weighing on the stock?</p>\n<p>AMC shareholders, don’t win Clarence Saunders’ Pyrrhic victory. Take your $55 a share and run. Fast. Before the other speculating holders do so first.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC: Danger Signals For Investors And Speculators</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\">\nAMC: Danger Signals For Investors And Speculators\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435360-amc-stock-danger-signals-for-investors-and-speculators><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI stand on the shoulder of giants to guide you on AMC.\nFor investors, the gravitational pull of no earning prospects provides little support to the stock.\nA century-old cautionary tale for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435360-amc-stock-danger-signals-for-investors-and-speculators\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://seekingalpha.com/article/4435360-amc-stock-danger-signals-for-investors-and-speculators","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131310015","content_text":"Summary\n\nI stand on the shoulder of giants to guide you on AMC.\nFor investors, the gravitational pull of no earning prospects provides little support to the stock.\nA century-old cautionary tale for speculators counting on a short squeeze.\nSell before the other speculators do.\n\nRgStudio/E+ via Getty Images\nWhat are we to make of the meme stock phenomena? I tookone stab at itwith AMC Entertainment Holdings, Inc.(NYSE:AMC)a few weeks ago. I’m back for more, after reading two interesting pieces. As Isaac Newton said in 1676, “If I have seen a little further it is by standing on the shoulders of Giants.” Now I’m no Isaac Newton. For one, I’m far better looking. But like Zeke – a nickname Isaac’s friends probably never used – I too stand on the shoulders of giants. In this case the shoulders of Jason Zweig, a wonderful financial markets writer forThe Wall Street Journal, and John Brooks, author of “Business Adventures”, a book recommended by Bill Gates. I will quote liberally from both in this article, then draw the line for you to AMC.\nInvestor vs. trader vs. speculator\nJason Zweig graphically distinguished between these three types of stock buyers in hisJune 11, 2021Wall Street Journalcolumn:\n\n “\n Whenever you buy any financial asset because you have a hunch or just for kicks, or because somebody famous is hyping the heck out of it, or everybody else seems to be buying it too, you aren’t investing.You’re definitely a trader: someone who has just bought an asset. And you may be a speculator: someone who thinks other people will pay more for it than you did.”“An investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarily whether somebody else will pay more, regardless of fundamental value.”\n\nSo why has AMC’s stock price been on a tear? I have one informal data source, namely the 300+ comments on my June 4 AMC article. Earnings, income, growth in the value of assetsnevercame up. What did come up was “short squeeze” and stock charts. So I expect Mr. Zweig would describe AMC’s stock as driven by traders and speculators.\nMr. Zweig also made me realize that my AMC article left out an earnings forecast. I gave lots of data on historic trends, which only implied a future direction. I correct that omission here.\nA 2022 AMC earnings forecast\nI start with the key assumptions:\n\nMy time frame for reference is 2017 to 2019. Earlier data is less relevant because AMC made a big acquisition in 2016, and 2020 and 2021 data is even less relevant because of COVID.\nThe national box officeis the major assumption.My June 4 articleshows that movie attendance has been declining since 2002. What will box office be next year? The steady growth in streaming, both in subscribers and content, certainly is a headwind. And COVID logically should increase the shift from offsite (theater) entertainment to home entertainment, as it has for shopping and working. Holding movie attendance near its ’19 level would be a minor miracle. A 10%, or even a 20%, decline is far more likely. As you can see in the table above, I make 2022 AMC EPS forecasts using all three box office assumptions.\nAMC market share.I assume a share increase from AMC’s ’17-’19 level because some competing theaters must have dropped out because of COVID financial pressures.\nAdmissions gross margin.This is the profit from ticket sales less the cost of licensing movies from their producers. I hold AMC steady with ’17-’19, but I can also imagine that movie producers seek better terms because AMC has to bid against a growing pool of streaming services desperate for content.\nFood expenses as a percent of sales.I carry forward the shockingly low number. AMC, and presumably its peers, take their food and beverage costs andmultiply them by 7 in their pricing to us moviegoers.Smuggle in your own Jujifruits and save a bundle. My best financial advice for the year.\nFood and beverage sales as a percent of ticket prices.I assume that AMC’s trend of modest increases continues.\nOperating expensesare the cost of the theater personnel, utilities, etc. I assume the gradual uptrend in the operating expense ratio continues, for two reasons. One, these operating expenses are largely fixed, and revenues will be under pressure. Second, it seems logical that the current labor shortage will pressure pay levels for low-end theater jobs.\nWe’re now ready for my earnings and cash flow models:\n\nThe ’22 forecasts are set by the assumptions above through the “gross profit” line. My overhead expense forecast assumes that AMC is working hard to limit expenses through its challenging times:\n\nDepreciation/amortizationis a combination of accounting expenses for real estate and acquisitions. Write-downs taken during the pandemic should have reduced these expenses.\nInterest expenseshould decline as AMC pays down some debt with the equity it has been raising.\n\nThe gravitational pull of earnings\nWe arrive at the bottom line. The best-case scenario I can see for 2022 EPS is roughly breakeven. More likely is a modest loss. Cash flow should be somewhat worse, because the cash capital spending needed by AMC to keep its theaters attractive to a shrinking audience should exceed its non-cash depreciation/amortization expenses. If capital spending is much lower than I forecast, it is probably because AMC management is conceding that it is in a death spiral and wants to milk what cash it can.\nThe bottom line - no support for investors.AMC’s book value is negative. It appears incapable of earning any material money post-COVID. Its business is in long-term decline due to technology changes, and its new competitors are monster companies – Netflix, Disney, Comcast, etc. – with huge resources. An investor can only look at AMC’s current $55 stock price and with a shudder say, in the immortal words ofTrading Places, “Sell Mortimer, sell!”\nThe speculative play - a short squeeze: A historical cautionary tale\nMillennials did not invent the short squeeze. It has been around almost as long financial markets have existed. The bookBusiness Adventuresby John Brooks,published way back in 1969, tells a vivid tale of a short squeeze even farther back, in the early 1920s. Literally a century ago. I’m going to quote from the book to suggest how the story ends for speculations with no investor support. So pour yourself some illegal hooch (we’re heading to the Prohibition Era) and read on. This is the story of Clarence Saunders, the founder of Piggly Wiggly Stores, the first supermarket; the Amazon of his day.\nShorts went after Clarence’s stock in 1922, driving it from $50 to below $40. Saunders vowed revenge with a short squeeze. Here are excerpts of Mr. Brooks’ recounting of the story:\n\n “\n Saunders…bought 33,000 shares of Piggly Wiggly, mostly from short sellers; within a week he had brought the total to 105,000 – more than half of the 200,000 shares outstanding. The effectiveness of Saunders’ buying campaign was readily apparent; by late January of 1923 it had driven he price up over $60…”\n\nThe sole short squeezer of yore has been replaced by herds of “apes” today, and the apes have been far better in driving up prices. By the way, believe it or not, a group of apes is apparently called a “shrewdness”. A group of apes is shrewd – interesting.\n\n “\n He had made himself a bundle and had demonstrated how a poor Southern boy could teach the city slickers a lesson.”\n\nToday we have apes sticking it to hedge funds.\n\n “\n One of the great hazards in the Corner was always that even though a player might defeat his opponents, he would discover that he had won a Pyrrhic victory. Once the short sellers had been squeezed dry, the cornerer might find that the reams of stock he had accumulated in the process were a dead weight around his neck; by pushing it all back into the market, he would drive its price down to zero.”\n\nSomething to think about. What was Saunders to do?\n\n “[\n Saunders’] solution was to sell his $55 shares on the installment plan. In his February advertisements, he stipulated that the public could buy shares only by paying $25 down and the balance in three $10 installments.”\n\nPretty clever, no? No:\n\n “\n At the end of the third day, the total number of shares subscribed for was still under 25,000, and the sales that were made were canceled. Saunders had to admit that the drive had been a failure.”\n\nUh oh. What now?\n\n“On August 22nd, the New York auction firm of Adrian H. Muller & Son…knocked down 1,500 shares of Piggly Wiggly at $1 a share…The following spring Saunders went through formal bankruptcy proceedings.”\n\nOuch.\nBuyers beware\nAs Jason Zweig noted above, speculators depend upon finding a buyer at a higher price. Today’s holders of AMC stock certainly have made life painful for many short sellers. But are there really enough new buyers to take out current shareholders above AMC’s present $28 billion market cap? Especially with the gravity of no earnings constantly weighing on the stock?\nAMC shareholders, don’t win Clarence Saunders’ Pyrrhic victory. Take your $55 a share and run. Fast. Before the other speculating holders do so first.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327170566,"gmtCreate":1616074199055,"gmtModify":1704790548217,"author":{"id":"3579088932518063","authorId":"3579088932518063","name":"Strider88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579088932518063","idStr":"3579088932518063"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327170566","repostId":"1126528554","repostType":4,"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327170170,"gmtCreate":1616074148390,"gmtModify":1704790547729,"author":{"id":"3579088932518063","authorId":"3579088932518063","name":"Strider88","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579088932518063","idStr":"3579088932518063"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327170170","repostId":"1162260876","repostType":4,"repost":{"id":"1162260876","kind":"news","pubTimestamp":1616070584,"share":"https://ttm.financial/m/news/1162260876?lang=en_US&edition=fundamental","pubTime":"2021-03-18 20:29","market":"us","language":"en","title":"2 Tech Stocks That Could Make You Rich","url":"https://stock-news.laohu8.com/highlight/detail?id=1162260876","media":"Motley Fool","summary":"These tech companies are disrupting the status quo -- that could mean big gains for investors.\n\nAs t","content":"<blockquote>\n <b>These tech companies are disrupting the status quo -- that could mean big gains for investors.</b>\n</blockquote>\n<p>As time passes and technology changes, some well-established enterprises will fade from relevance as lesser-known start-ups rise in their place. The tricky part is finding those potentially life-changing investments early on.</p>\n<p>Fortunately, companies that achieve great success tend to havecertain traits in common. For instance, they are often first movers in emerging industries. That could mean developing a new product or tackling an old problem with a novel solution.</p>\n<p>Enterprises like<b>Lemonade</b>(NYSE:LMND)and<b>Arista Networks</b>(NYSE:ANET)check that box. Here's why investing in these two tech companies could make you rich.</p>\n<p><b>1. Lemonade: AI-powered insurance</b></p>\n<p>Lemonade is atech companythat sells insurance. Though its initial focus was on renters and homeowners policies, it entered the pet insurance&nbsp;andterm life insurancemarkets in 2020, and it plans to expand its portfolio again in 2021.</p>\n<p>Lemonade's digital approach to insurance differs dramatically from its rivals. While traditional insurers have agents who sell policies and handle claims, Lemonade automates these processes with AI-powered chatbots. In fact, the company uses artificial intelligence to improve virtually every aspect of its business: Marketing, underwriting, fraud detection, and the customer experience.</p>\n<p>So far, the results are encouraging. Lemonade's loss ratio dropped to 71%&nbsp;in 2020, meaning the company paid out $0.71 in claims for every $1 in earned premiums. That's a big improvement from its 161% loss ratio in 2017. More importantly, it puts Lemonade roughly in line with the top 20 property and casualty (P&amp;C) insurance companies, which have an average loss ratio of roughly 72%&nbsp;in recent years.</p>\n<p>Likewise, Lemonade's sales and marketing expenses actually decreased 9%&nbsp;in 2020, but its customer base grew 56%&nbsp;and its premium per customer grew 20%&nbsp;during the same time period. In other words, Lemonade's AI-powered marketing is becoming more efficient.</p>\n<p>Moreover, the addition of new customers (and the rising premium per customer) have powered impressive growth in gross profit.</p>\n<p><img src=\"https://static.tigerbbs.com/7fe9c0bb388bfcabfac1abcc4df7859f\" tg-width=\"788\" tg-height=\"130\">But Lemonade has one more trick up its sleeve. The company also purchases reinsurance (insurance for insurance companies) to make its business less volatile. While this strategy cuts into Lemonade's top line, it also stabilizes its gross margin -- in fact, management estimates that Lemonade's gross margin will vary by no more than 3%&nbsp;in 95 out of every 100 years. That type of consistency is impressive in an industry that can literally depend on the weather.</p>\n<p>Investors should be aware that Lemonade is much smaller than market-leading rivals like<b>Berkshire Hathaway</b>'s group of insurance brands and<b>Allstate</b>. But the insurance industry is enormous, generating over $5 trillion&nbsp;in annual premiums worldwide. That means Lemonade has a massive opportunity, and capturing even a few percentage points of that market would translate into tens of billions of dollars on the top line. Moreover, the company's AI-powered business should give it a long-term advantage over its rivals.</p>\n<p><b>2. Arista Networks: Software-driven networking</b></p>\n<p>Arista provides networking solutions (switches and software) for data centers and enterprise campus environments. Since its inception, the company's software-driven approach to networking&nbsp;has differentiated it from<b>Cisco</b>and<b>Juniper Networks</b>. For example, rather than selling discrete routers like&nbsp;its&nbsp;rivals, Arista's software allows its R-Series switches to double as advanced routing platforms. This reduces cost&nbsp;and complexity for Arista's clients.</p>\n<p>As part of its enterprise portfolio, Arista launched its 750 series campus switch last November. This new product line offers 400 Gbps (gigabits per second) of total bandwidth -- five&nbsp;times more than the closest competitor -- and helps clients create fast, secure WiFi networks. Like all Arista hardware, these new switches are powered by merchant silicon&nbsp;rather than costly proprietary chips used by rivals.</p>\n<p>Arista's decision to use merchant silicon has been a big advantage for two reasons. First, it allows the company to launch new products quickly while still incorporating the latest chip technology. Second, it makes Arista more efficient than its rivals, because the company doesn't spend money to develop chips in-house. Ultimately, Arista can pass those savings on to customers, meaning its products come at a better price-to-performance ratio.</p>\n<p>Over the last decade, these advantages have helped Arista take significant market share in the high-speed data center switching market (10 Gbps and above). Meanwhile, Cisco's market share has trended downward, though the company is still the leader.</p>\n<p><img src=\"https://static.tigerbbs.com/db8a65fe6051b194a534671172a1615d\" tg-width=\"789\" tg-height=\"171\">In the coming years, the proliferation of connected devices (thinkInternet of Things) and computer-intensive applications (thinkartificial intelligence) will place more demand on data centers. That will create a need for more powerful networking solutions. As theleading providerof 100 Gbps and 400 Gbps switches, Arista is well-positioned to grow its top line quickly and continue taking market share.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Tech Stocks That Could Make You Rich</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\">\n2 Tech Stocks That Could Make You Rich\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/18/2-tech-stocks-that-could-make-you-rich/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These tech companies are disrupting the status quo -- that could mean big gains for investors.\n\nAs time passes and technology changes, some well-established enterprises will fade from relevance as ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/18/2-tech-stocks-that-could-make-you-rich/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMND":"Lemonade, Inc.","ANET":"Arista Networks, Inc."},"source_url":"https://www.fool.com/investing/2021/03/18/2-tech-stocks-that-could-make-you-rich/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162260876","content_text":"These tech companies are disrupting the status quo -- that could mean big gains for investors.\n\nAs time passes and technology changes, some well-established enterprises will fade from relevance as lesser-known start-ups rise in their place. The tricky part is finding those potentially life-changing investments early on.\nFortunately, companies that achieve great success tend to havecertain traits in common. For instance, they are often first movers in emerging industries. That could mean developing a new product or tackling an old problem with a novel solution.\nEnterprises likeLemonade(NYSE:LMND)andArista Networks(NYSE:ANET)check that box. Here's why investing in these two tech companies could make you rich.\n1. Lemonade: AI-powered insurance\nLemonade is atech companythat sells insurance. Though its initial focus was on renters and homeowners policies, it entered the pet insurance andterm life insurancemarkets in 2020, and it plans to expand its portfolio again in 2021.\nLemonade's digital approach to insurance differs dramatically from its rivals. While traditional insurers have agents who sell policies and handle claims, Lemonade automates these processes with AI-powered chatbots. In fact, the company uses artificial intelligence to improve virtually every aspect of its business: Marketing, underwriting, fraud detection, and the customer experience.\nSo far, the results are encouraging. Lemonade's loss ratio dropped to 71% in 2020, meaning the company paid out $0.71 in claims for every $1 in earned premiums. That's a big improvement from its 161% loss ratio in 2017. More importantly, it puts Lemonade roughly in line with the top 20 property and casualty (P&C) insurance companies, which have an average loss ratio of roughly 72% in recent years.\nLikewise, Lemonade's sales and marketing expenses actually decreased 9% in 2020, but its customer base grew 56% and its premium per customer grew 20% during the same time period. In other words, Lemonade's AI-powered marketing is becoming more efficient.\nMoreover, the addition of new customers (and the rising premium per customer) have powered impressive growth in gross profit.\nBut Lemonade has one more trick up its sleeve. The company also purchases reinsurance (insurance for insurance companies) to make its business less volatile. While this strategy cuts into Lemonade's top line, it also stabilizes its gross margin -- in fact, management estimates that Lemonade's gross margin will vary by no more than 3% in 95 out of every 100 years. That type of consistency is impressive in an industry that can literally depend on the weather.\nInvestors should be aware that Lemonade is much smaller than market-leading rivals likeBerkshire Hathaway's group of insurance brands andAllstate. But the insurance industry is enormous, generating over $5 trillion in annual premiums worldwide. That means Lemonade has a massive opportunity, and capturing even a few percentage points of that market would translate into tens of billions of dollars on the top line. Moreover, the company's AI-powered business should give it a long-term advantage over its rivals.\n2. Arista Networks: Software-driven networking\nArista provides networking solutions (switches and software) for data centers and enterprise campus environments. Since its inception, the company's software-driven approach to networking has differentiated it fromCiscoandJuniper Networks. For example, rather than selling discrete routers like its rivals, Arista's software allows its R-Series switches to double as advanced routing platforms. This reduces cost and complexity for Arista's clients.\nAs part of its enterprise portfolio, Arista launched its 750 series campus switch last November. This new product line offers 400 Gbps (gigabits per second) of total bandwidth -- five times more than the closest competitor -- and helps clients create fast, secure WiFi networks. Like all Arista hardware, these new switches are powered by merchant silicon rather than costly proprietary chips used by rivals.\nArista's decision to use merchant silicon has been a big advantage for two reasons. First, it allows the company to launch new products quickly while still incorporating the latest chip technology. Second, it makes Arista more efficient than its rivals, because the company doesn't spend money to develop chips in-house. Ultimately, Arista can pass those savings on to customers, meaning its products come at a better price-to-performance ratio.\nOver the last decade, these advantages have helped Arista take significant market share in the high-speed data center switching market (10 Gbps and above). Meanwhile, Cisco's market share has trended downward, though the company is still the leader.\nIn the coming years, the proliferation of connected devices (thinkInternet of Things) and computer-intensive applications (thinkartificial intelligence) will place more demand on data centers. That will create a need for more powerful networking solutions. As theleading providerof 100 Gbps and 400 Gbps switches, Arista is well-positioned to grow its top line quickly and continue taking market share.","news_type":1,"symbols_score_info":{"LMND":0.9,"ANET":0.9}},"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}