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Treesh79
Treesh79
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2022-03-21
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2022-03-16
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2022-03-15
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2022-03-15
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3 Beaten-Down Growth Stocks to Buy Now and Hold for the Next Decade
Technology stocks are down across the board right now, but it's more important than ever for investors to be selective.
3 Beaten-Down Growth Stocks to Buy Now and Hold for the Next Decade
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2022-03-10
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Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month
Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir T
Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month
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2022-03-07
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","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032144049","repostId":"2219027127","repostType":2,"repost":{"id":"2219027127","kind":"highlight","pubTimestamp":1647310870,"share":"https://ttm.financial/m/news/2219027127?lang=en_US&edition=fundamental","pubTime":"2022-03-15 10:21","market":"us","language":"en","title":"3 Beaten-Down Growth Stocks to Buy Now and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2219027127","media":"Motley Fool","summary":"Technology stocks are down across the board right now, but it's more important than ever for investors to be selective.","content":"<div>\n<p>Global stock markets are suffering through a period of uncertainty that kicked off in November 2021. 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A mixture of high inflation, rising interest rates, and geopolitical tensions across Europe has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/14/3-beaten-down-growth-stocks-buy-now-hold-decade/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4528":"SaaS概念","ESG":"FlexShares STOXX US ESG Select Index Fund","DDOG":"Datadog","BK4507":"流媒体概念","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","WK":"Workiva","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/03/14/3-beaten-down-growth-stocks-buy-now-hold-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219027127","content_text":"Global stock markets are suffering through a period of uncertainty that kicked off in November 2021. A mixture of high inflation, rising interest rates, and geopolitical tensions across Europe has suppressed investors' appetite for risk, sending the Nasdaq 100 technology index 20% lower, and into a technical bear market.But it's not all bad news. For patient investors, the recent sell-off could mark a long-term buying opportunity. Three Motley Fool contributors think Workiva (NYSE:WK), Datadog (NASDAQ:DDOG), and Block (NYSE:SQ) are great candidates to buy after their steep declines in stock price. Here's why.Image source: Getty Images.A data unification powerhouseAnthony Di Pizio (Workiva): Setting the steep 41% decline in its stock price aside, Workiva continues to deliver strong operational results for investors. The company's data unification platform is playing a key role in the digital economy, where more organizations are embracing remote work and require innovative tools to maintain smooth workflows.Workiva focuses on aggregating data across dozens of different applications. Whether a team is working in Microsoft Office or Alphabet's Google Cloud, Workiva pulls the data to one central location, providing management with greater visibility over employees who might be in entirely different locations. One use case for this tool is compiling regulatory filings, and Workiva currently supports over 350 Securities and Exchange Commission forms, making it a no-brainer tool for public companies. It's primarily why eight out of the world's 10 largest banks are using it.But the company has also recently made investments in its environmental, social, and governance (ESG) reporting capabilities, as more organizations are demanding tools to help them track their sustainability initiatives.Naturally, Workiva becomes more useful among larger workforces, which is why the company is experiencing the fastest growth among its highest-spending customers. In 2021, the portion of Workiva's customer base that spends $300,000 or more annually grew by 54% compared to 2020, trouncing the 15% growth in its customer base overall. It led to $443 million in full-year revenue, representing 26% growth from 2020, and analysts expect the company to cross the half-billion dollar mark for the first time ever in 2022.Workiva isn't profitable just yet, because it's still investing heavily in its business to build scale. For example, it's spending 40% of its revenue on sales and marketing alone. But the company has the wind at its back when it comes to shifting workplace trends -- more organizations are offering hybrid work arrangements to attract talent, making Workiva's platform increasingly important.In fact, some data suggests 85% of managers expect remote work to become the new normal, and that makes the recent dip in Workiva stock an attractive entry point for the next decade and beyond.Image source: Getty Images.The leader in observability continues to dominateJamie Louko (Datadog): Shares of Datadog have been on a bumpy ride since September 2021. Shares sunk in January, but after a stellar earnings report, the company popped. However, with the stock market seemingly going nowhere but down, shares gave up those gains and are back down 35% from their all-time highs. However, Datadog's infrastructure observability and performance monitoring platform is continuing to get quickly adopted, and that did not change in the fourth quarter.The company reported incredible revenue growth of 84% year over year in Q4 to $326 million, and this was driven by its large customers and expanding customer relationships. Its customers spending over $1 million annually jumped 114% year over year in Q4, likely helped by the fact that one-third of its customers used four or more products at the end of Q4 2021, which grew from 22% in Q4 2020. This increased engagement and usage demonstrates the major long-term tailwinds at Datadog's back with the shift to cloud infrastructure.Another growth opportunity that Datadog has in the future is expansion into the government sector. In Q4, the company got FedRAMP Authorization, meaning it will now be able to sell its products to government entities and public sector businesses. These customers tend to have deep pockets, which means that Datadog's large customer pool could continue growing at a fast rate.Datadog shares still trade at 38 times sales -- a high valuation, especially after the tech sell-off. Other high-growth cloud stocks like Confluent have slid much more: Confluent's price-to-sales multiple was in line with Datadog's in the months before the sell-off, and now its valuation has sunk to 22 times sales. However, that doesn't mean Datadog isn't worth buying today. As the cloud becomes more widespread, security and application performance monitoring will quickly become need-to-haves for businesses and government agencies, and with Datadog's leadership in the space, it will likely benefit immensely over the coming years.Image source: Getty Images.Democratizing financial servicesTrevor Jennewine (Block): Traditionally, businesses that wanted to accept payment cards have worked with banks and other financial institutions to get the necessary hardware, software, and services. But those providers almost always bundle products from different companies, which means those systems can be difficult to implement and maintain, especially for smaller businesses that lack a sizable IT team. That's where Block can make a difference.Its Seller ecosystem is a cohesive, self-service suite of hardware, software, and services, comprising all of the tools needed to manage a business across physical and digital channels. That includes everything from point-of-sale (POS) systems and payroll software to banking products like deposit accounts and loans. Not surprisingly, Block's comprehensive approach to commerce has translated into strong adoption. In fact, sellers using four or more Square products accounted for 38% of gross profit in 2021, up from just 10% in 2016.Block's Cash App ecosystem is built with a similar focus on simplicity, only it's designed to help consumers manage their money. Cash App blends banking and brokerage services, allowing users to send, spend, and invest money, and file their taxes from a single mobile app. In 2021, monthly active users jumped 22% to 44 million, and more than 31% of those people now use the Cash Card (a debit card linked to the mobile app) on a monthly basis, up from 26% in 2020. That's noteworthy because Cash App users generate more gross profit with each additional product they adopt.Last year, strength across both ecosystems helped Block turn in a solid financial performance. Gross profit soared 62% to $4.4 billion, and free cash flow hit $714 million, up from $35 million in 2020. Better yet, Block is well positioned to maintain that momentum. Mid-market sellers (at least $500,000 in annual sales) now account for 37% of gross payment volume, up from 17% in 2016, and that upmarket movement bodes well for the Square ecosystem, evidencing its growing importance in the commerce industry. At the same time, the Cash App ecosystem allows Block to monetize consumers through digital payments and brokerage services for stocks and Bitcoin, and both should be significant tailwinds for the company.Currently, Block is down 63%, and the stock is trading at 2.9 times sales -- its cheapest valuation in the past three years. That's why now looks like a good time to buy a few shares.","news_type":1,"symbols_score_info":{"GOOG":0.9,"SQ":1,"ESG":1,"DDOG":1,"WK":1}},"isVote":1,"tweetType":1,"viewCount":3199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038781237,"gmtCreate":1646917882753,"gmtModify":1676534176720,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038781237","repostId":"1133495712","repostType":4,"repost":{"id":"1133495712","kind":"news","pubTimestamp":1646917591,"share":"https://ttm.financial/m/news/1133495712?lang=en_US&edition=fundamental","pubTime":"2022-03-10 21:06","market":"us","language":"en","title":"Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1133495712","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir T","content":"<div>\n<p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month</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; 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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\">\nCathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 21:06 GMT+8 <a href=https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133495712","content_text":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it was bullish on just over a month ago.Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration & Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.“It's an interesting company .. the technology is super interesting and we're very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.","news_type":1,"symbols_score_info":{"PLTR":0.9,"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031407394,"gmtCreate":1646629805636,"gmtModify":1676534145283,"author":{"id":"3582060276042540","authorId":"3582060276042540","name":"Treesh79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582060276042540","idStr":"3582060276042540"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031407394","isVote":1,"tweetType":1,"viewCount":1622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}