gwk personal page - To The Moon

gwk

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2024-01-14

[Miser] [Duh] [Grin] [Tongue]

2024-01-13

[Miser] [Miser] [Miser]

2024-01-12

[Miser] [Miser] [Miser]

2024-01-11

[Happy] [What] [Cool]

2024-01-10

[Sly] [Sly] [Sly] [Miser]

2024-01-09

[Tongue] [Tongue] [Tongue]

2024-01-09

[Miser] [Miser] [Miser]

2024-01-08

[Cool] [Cool] [Cool]

2024-01-07

[Tongue] [Grin] [Sly]

2024-01-06

[Miser] [Miser] [Tongue]

2024-01-05

[Miser] [Miser] [Happy]

2024-01-04

[Grin] [Grin] [Grin] [Grin]

2024-01-03

[Heart] [Heart] [Heart]

2024-01-02

New year new chapter [Miser]

2024-01-01

[Love] [Love] [Love] [Heart]

2023-12-31

Like and share to win

2023-12-30

[Miser] [Miser] [Miser] [Happy]

2023-12-29

[Cool] [Cool] [Cool] [Miser]

2023-12-28

Enjoy the game [Grin] [Grin]

2023-12-27

Happy new year!![Miser]

Go to Tiger App to see more news

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year!![Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256453827637248","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9034928717,"gmtCreate":1647763790504,"gmtModify":1676534264330,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Agreed and keep hold!","listText":"Agreed and keep hold!","text":"Agreed and keep hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034928717","repostId":"2220430742","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038367667,"gmtCreate":1646746961294,"gmtModify":1676534157499,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038367667","repostId":"1183643552","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255060124934344,"gmtCreate":1703284043860,"gmtModify":1703284048476,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"[Cool]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"[Cool]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"[Cool] [Miser] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/255060124934344","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565937308470914","authorId":"3565937308470914","name":"susanto63","avatar":"https://community-static.tradeup.com/news/cdc834fc8cd0277f19660ba87916f83e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3565937308470914","authorIdStr":"3565937308470914"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073617463,"gmtCreate":1657333730052,"gmtModify":1676535993640,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"I will prefer more on DIS","listText":"I will prefer more on DIS","text":"I will prefer more on DIS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073617463","repostId":"1138760801","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098035576,"gmtCreate":1643965853352,"gmtModify":1676533876824,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"&nbsp;Like n keep it up!","listText":"&nbsp;Like n keep it up!","text":"Like n keep it up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098035576","repostId":"1194770005","repostType":4,"repost":{"id":"1194770005","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643965741,"share":"https://ttm.financial/m/news/1194770005?lang=&edition=fundamental","pubTime":"2022-02-04 17:09","market":"us","language":"en","title":"Unity Rose Nearly 15% in Premarket Trading as Its Earnings and Revenue Topped Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1194770005","media":"Tiger Newspress","summary":"Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates. It reported","content":"<html><head></head><body><p>Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates.</p><p> <img src=\"https://static.tigerbbs.com/609f043e0281237dc17892a2e523a0da\" tg-width=\"768\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p><p>It reported a Q4 diluted non-GAAP net loss of $0.05 per share, compared with a loss of $0.10 a year earlier.</p><p>Revenue for the quarter was $315.9 million, up from $220.3 million in the year-ago period. Analysts expected $295.7 million.</p><p>For Q1 2022, the company forecasts revenue between $315 million and $320 million. Analysts expect $322.07 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unity Rose Nearly 15% in Premarket Trading as Its Earnings and Revenue Topped Estimates</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\">\nUnity Rose Nearly 15% in Premarket Trading as Its Earnings and Revenue Topped Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-04 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates.</p><p> <img src=\"https://static.tigerbbs.com/609f043e0281237dc17892a2e523a0da\" tg-width=\"768\" tg-height=\"569\" width=\"100%\" height=\"auto\"/></p><p>It reported a Q4 diluted non-GAAP net loss of $0.05 per share, compared with a loss of $0.10 a year earlier.</p><p>Revenue for the quarter was $315.9 million, up from $220.3 million in the year-ago period. Analysts expected $295.7 million.</p><p>For Q1 2022, the company forecasts revenue between $315 million and $320 million. Analysts expect $322.07 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194770005","content_text":"Unity rose nearly 15% in premarket trading as its earnings and revenue topped estimates. It reported a Q4 diluted non-GAAP net loss of $0.05 per share, compared with a loss of $0.10 a year earlier.Revenue for the quarter was $315.9 million, up from $220.3 million in the year-ago period. Analysts expected $295.7 million.For Q1 2022, the company forecasts revenue between $315 million and $320 million. Analysts expect $322.07 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004717543,"gmtCreate":1642690812900,"gmtModify":1676533736146,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004717543","repostId":"1134491773","repostType":2,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998840979,"gmtCreate":1660968626194,"gmtModify":1676536433069,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Lvmh","listText":"Lvmh","text":"Lvmh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998840979","repostId":"2260323630","repostType":2,"repost":{"id":"2260323630","kind":"highlight","pubTimestamp":1660952700,"share":"https://ttm.financial/m/news/2260323630?lang=&edition=fundamental","pubTime":"2022-08-20 07:45","market":"us","language":"en","title":"3 Top Stocks to Buy During a Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2260323630","media":"Motley Fool","summary":"Oracle, General Mills, and LVMH are all good defensive plays.","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains down about 10% year to date -- and rising interest rates could still trigger even steeper declines.</p><p>So instead of going all-in on the market&#39;s wobbly rebound, investors should still keep an eye on defensive stocks that can withstand its next downturn. I believe three resilient stocks fit that description: <b>Oracle</b>, <b>General Mills</b>, and <b>LVMH</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48194a71051ee875b3af642e7fd4455\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Oracle</h2><p>Oracle, the world&#39;s top database management software company, had once been considered an also-ran of the tech sector. Its sales of on-premise software had been cooling off across the saturated market, and cloud-based challengers like <b>Amazon</b> and <b>Microsoft </b>were threatening to disrupt its aging business.</p><p>But instead of sitting still and becoming obsolete, Oracle transformed its on-premise software into cloud-based services. It also expanded that sticky ecosystem with enterprise resource planning (ERP) tools through several big acquisitions. Those efforts were costly, but they enabled Oracle to consistently grow its revenues again and avoid becoming the next <b>IBM</b>.</p><p>Oracle&#39;s revenue growth stalled out in fiscal 2019 and 2020 (which ended in May of the calendar year) as it implemented those turnaround strategies. But its revenue subsequently rose 4% in fiscal 2021 and 5% in fiscal 2022. It expects its cloud revenues to grow 30% organically in fiscal 2023, accelerating from its 22% growth in fiscal 2022, while analysts expect its total revenue (including its recent acquisition of Cerner) to rise 17%.</p><p>Oracle&#39;s earnings per share have also risen consistently, partly driven by buybacks, and analysts expect its earnings (including Cerner) to grow 67% this year. That&#39;s an impressive growth rate for a stock that trades at less than 20 times forward earnings. It&#39;s also reduced its share count by 45% over the past 10 years and pays a decent forward dividend yield of 1.6%.</p><h2>2. General Mills</h2><p>General Mills sells over 100 brands of packaged food products, including Cheerios, Yoplait, Häagen-Dazs, Betty Crocker, Green Giant, and Pillsbury. It also sells premium pet products through its Blue Buffalo subsidiary.</p><p>General Mills is a great stock to own during a downturn for three reasons. First, its business is resistant to inflation, recessions, and other macroeconomic headwinds because people (and their pets) need to eat. For fiscal 2023 (which started this May), General Mills expects its organic sales to increase 4% to 5% and for its adjusted earnings per share (EPS) to grow 0% to 3% in constant currency terms. That stable outlook suggests it can comfortably pass on some of its inflationary costs to consumers with price hikes while protecting its bottom-line growth with tighter cost-cutting measures.</p><p>Second, it&#39;s firmly profitable and pays out nearly half its earnings to fund its forward dividend yield of 2.8%. The company and its predecessor have also paid out uninterrupted dividends for more than a century. Lastly, General Mills&#39; stock is still cheap at 19 times forward earnings. That low valuation arguably makes it more attractive than comparable packaged foods stalwarts like <b>Coca-Cola</b> and <b>PepsiCo</b>, which currently trade at 26 and 27 times forward earnings, respectively.</p><h2>3. LVMH</h2><p>Lastly, high-end luxury stocks are good defensive plays during market downturns because affluent customers are more resistant to macro headwinds. My favorite play in that sector is LVMH, the world&#39;s largest luxury company. The French conglomerate owns 75 houses across five markets -- wines and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and selective retailing -- and its top brands include Louis Vuitton, Dior, Fendi, Loewe, Bvlgari, Tiffany &amp; Co., Hennessy, and Sephora.</p><p>LVMH experienced a slowdown during the pandemic as it temporarily closed many of its stores. But in 2021, its revenue surged 44% as its net profit soared 156%. Relative to 2019 (which skips the pandemic-related disruptions), its revenue and profit rose 20% and 68%, respectively.</p><p>LVMH faces some near-term challenges -- including supply chain disruptions, the Russo-Ukrainian war, and intermittent COVID lockdowns in China -- but inflation shouldn&#39;t pose much of a threat because it can easily pass on its higher costs to its well-heeled consumers.</p><p>That&#39;s why analysts expect LVMH&#39;s revenue and net profit to rise 18% and 17%, respectively, this year. Its stock is reasonably valued at 25 times next year&#39;s earnings -- especially considering that its rival <b>Hermès</b> trades at 50 times forward earnings -- and it pays a decent forward yield of 1.7%.</p></body></html>","source":"fool_stock","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>3 Top Stocks to Buy During a Sell-Off</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\">\n3 Top Stocks to Buy During a Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GIS":"通用磨坊","LVMUY":"路易威登","ORCL":"甲骨文"},"source_url":"https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260323630","content_text":"The S&P 500 has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains down about 10% year to date -- and rising interest rates could still trigger even steeper declines.So instead of going all-in on the market's wobbly rebound, investors should still keep an eye on defensive stocks that can withstand its next downturn. I believe three resilient stocks fit that description: Oracle, General Mills, and LVMH.Image source: Getty Images.1. OracleOracle, the world's top database management software company, had once been considered an also-ran of the tech sector. Its sales of on-premise software had been cooling off across the saturated market, and cloud-based challengers like Amazon and Microsoft were threatening to disrupt its aging business.But instead of sitting still and becoming obsolete, Oracle transformed its on-premise software into cloud-based services. It also expanded that sticky ecosystem with enterprise resource planning (ERP) tools through several big acquisitions. Those efforts were costly, but they enabled Oracle to consistently grow its revenues again and avoid becoming the next IBM.Oracle's revenue growth stalled out in fiscal 2019 and 2020 (which ended in May of the calendar year) as it implemented those turnaround strategies. But its revenue subsequently rose 4% in fiscal 2021 and 5% in fiscal 2022. It expects its cloud revenues to grow 30% organically in fiscal 2023, accelerating from its 22% growth in fiscal 2022, while analysts expect its total revenue (including its recent acquisition of Cerner) to rise 17%.Oracle's earnings per share have also risen consistently, partly driven by buybacks, and analysts expect its earnings (including Cerner) to grow 67% this year. That's an impressive growth rate for a stock that trades at less than 20 times forward earnings. It's also reduced its share count by 45% over the past 10 years and pays a decent forward dividend yield of 1.6%.2. General MillsGeneral Mills sells over 100 brands of packaged food products, including Cheerios, Yoplait, Häagen-Dazs, Betty Crocker, Green Giant, and Pillsbury. It also sells premium pet products through its Blue Buffalo subsidiary.General Mills is a great stock to own during a downturn for three reasons. First, its business is resistant to inflation, recessions, and other macroeconomic headwinds because people (and their pets) need to eat. For fiscal 2023 (which started this May), General Mills expects its organic sales to increase 4% to 5% and for its adjusted earnings per share (EPS) to grow 0% to 3% in constant currency terms. That stable outlook suggests it can comfortably pass on some of its inflationary costs to consumers with price hikes while protecting its bottom-line growth with tighter cost-cutting measures.Second, it's firmly profitable and pays out nearly half its earnings to fund its forward dividend yield of 2.8%. The company and its predecessor have also paid out uninterrupted dividends for more than a century. Lastly, General Mills' stock is still cheap at 19 times forward earnings. That low valuation arguably makes it more attractive than comparable packaged foods stalwarts like Coca-Cola and PepsiCo, which currently trade at 26 and 27 times forward earnings, respectively.3. LVMHLastly, high-end luxury stocks are good defensive plays during market downturns because affluent customers are more resistant to macro headwinds. My favorite play in that sector is LVMH, the world's largest luxury company. The French conglomerate owns 75 houses across five markets -- wines and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and selective retailing -- and its top brands include Louis Vuitton, Dior, Fendi, Loewe, Bvlgari, Tiffany & Co., Hennessy, and Sephora.LVMH experienced a slowdown during the pandemic as it temporarily closed many of its stores. But in 2021, its revenue surged 44% as its net profit soared 156%. Relative to 2019 (which skips the pandemic-related disruptions), its revenue and profit rose 20% and 68%, respectively.LVMH faces some near-term challenges -- including supply chain disruptions, the Russo-Ukrainian war, and intermittent COVID lockdowns in China -- but inflation shouldn't pose much of a threat because it can easily pass on its higher costs to its well-heeled consumers.That's why analysts expect LVMH's revenue and net profit to rise 18% and 17%, respectively, this year. Its stock is reasonably valued at 25 times next year's earnings -- especially considering that its rival Hermès trades at 50 times forward earnings -- and it pays a decent forward yield of 1.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074762530,"gmtCreate":1658412797520,"gmtModify":1676536154921,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Good to read for shareholder&nbsp;","listText":"Good to read for shareholder&nbsp;","text":"Good to read for shareholder","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074762530","repostId":"1146734237","repostType":2,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049937580,"gmtCreate":1655734936240,"gmtModify":1676535694700,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049937580","repostId":"1152907784","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057105502,"gmtCreate":1655474548506,"gmtModify":1676535646956,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"hold","listText":"hold","text":"hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057105502","repostId":"1105210003","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086232701,"gmtCreate":1650460268202,"gmtModify":1676534728455,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"go go go","listText":"go go go","text":"go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086232701","repostId":"1147560605","repostType":4,"repost":{"id":"1147560605","kind":"news","pubTimestamp":1650458944,"share":"https://ttm.financial/m/news/1147560605?lang=&edition=fundamental","pubTime":"2022-04-20 20:49","market":"us","language":"en","title":"Palantir Rises As RBC Upgrades on Russia-Ukraine Tailwinds, Better Risk-Reward","url":"https://stock-news.laohu8.com/highlight/detail?id=1147560605","media":"Seeking Alpha","summary":"Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analyti","content":"<html><head></head><body><p>Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analytics software company, citing several reasons, including Russia&#39;s invasion of Ukraine.</p><p>Analyst Rishi Jaluria raised the rating on Palantir (PLTR) to sector perform from underperform and boosted the price target to $12 from $9, noting that federal spending around the world is likely to increase as a result of the war.</p><p>&#34;We believe as the war drags on, governments around the world are increasing their defense spending (including against cyber-attacks) and we expect Palantir to be a beneficiary of this trend,&#34; Jaluria wrote in a note to clients, though he added it could only be &#34;a short-term tailwind.&#34;</p><p>Palantir Technologies (PLTR) shares rose more than 1% to $13.05 in premarket trading on Wednesday.</p><p>In addition, Jaluria pointed out that Palantir&#39;s (PLTR) management team is likely to stop investing in special purpose acquisition companies, or SPACs, going forward, which had proved &#34;controversial&#34; with investors.</p><p>Lastly, shares have fallen 48% since RBC downgraded the stock in November 2021, compared to a 15% decline in the Nasdaq, making now a good time for investors &#34;to step to the sidelines.&#34;</p><p>There are still concerns, such as lower government spending, increased competition and revenue from SPACs increasing as a percentage, but the short-term benefits of the war &#34;does make Palantir a difficult stock to short in the near-term,&#34; Jaluria conceded.</p><p>On Monday, Palantir Technologies (PLTR) said it extended and expanded its work with the Centers for Disease Control and Prevention,as the government agency continues to modernize its data management.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Rises As RBC Upgrades on Russia-Ukraine Tailwinds, Better Risk-Reward</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Rises As RBC Upgrades on Russia-Ukraine Tailwinds, Better Risk-Reward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 20:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3824698-palantir-rises-as-rbc-upgrades-on-russia-ukraine-tailwinds-better-risk-reward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analytics software company, citing several reasons, including Russia's invasion of Ukraine.Analyst Rishi ...</p>\n\n<a href=\"https://seekingalpha.com/news/3824698-palantir-rises-as-rbc-upgrades-on-russia-ukraine-tailwinds-better-risk-reward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/3824698-palantir-rises-as-rbc-upgrades-on-russia-ukraine-tailwinds-better-risk-reward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147560605","content_text":"Palantir Technologies (NYSE:PLTR) rose on Wednesday as investment firm RBC upgraded the data analytics software company, citing several reasons, including Russia's invasion of Ukraine.Analyst Rishi Jaluria raised the rating on Palantir (PLTR) to sector perform from underperform and boosted the price target to $12 from $9, noting that federal spending around the world is likely to increase as a result of the war.\"We believe as the war drags on, governments around the world are increasing their defense spending (including against cyber-attacks) and we expect Palantir to be a beneficiary of this trend,\" Jaluria wrote in a note to clients, though he added it could only be \"a short-term tailwind.\"Palantir Technologies (PLTR) shares rose more than 1% to $13.05 in premarket trading on Wednesday.In addition, Jaluria pointed out that Palantir's (PLTR) management team is likely to stop investing in special purpose acquisition companies, or SPACs, going forward, which had proved \"controversial\" with investors.Lastly, shares have fallen 48% since RBC downgraded the stock in November 2021, compared to a 15% decline in the Nasdaq, making now a good time for investors \"to step to the sidelines.\"There are still concerns, such as lower government spending, increased competition and revenue from SPACs increasing as a percentage, but the short-term benefits of the war \"does make Palantir a difficult stock to short in the near-term,\" Jaluria conceded.On Monday, Palantir Technologies (PLTR) said it extended and expanded its work with the Centers for Disease Control and Prevention,as the government agency continues to modernize its data management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098283489,"gmtCreate":1644142397247,"gmtModify":1676533894029,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Nvidia","listText":"Nvidia","text":"Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098283489","repostId":"2209347958","repostType":2,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091934350,"gmtCreate":1643762034619,"gmtModify":1676533852089,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Same case just like Netflix..stay calm","listText":"Same case just like Netflix..stay calm","text":"Same case just like Netflix..stay calm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091934350","repostId":"2208359751","repostType":4,"repost":{"id":"2208359751","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1643757904,"share":"https://ttm.financial/m/news/2208359751?lang=&edition=fundamental","pubTime":"2022-02-02 07:25","market":"us","language":"en","title":"PayPal Stock Tumbles 17% as Ebay Impacts Weigh on Earnings Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2208359751","media":"Dow Jones","summary":"PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings ","content":"<html><head></head><body><p>PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.</p><p>The payment-technology company reported fourth-quarter net income of $801 million, or 68 cents a share, down from $1.56 billion, or $1.32 a share, a year prior. On an adjusted basis, PayPal (PYPL) earned $1.11 a share, up from $1.08 a share a year earlier, while the FactSet consensus was for $1.12 a share.</p><p>PayPal&#39;s revenue came in at $6.9 billion for the fourth quarter, matching the FactSet consensus. A year prior, PayPal logged quarterly revenue of $6.1 billion.</p><p>The latest quarterly revenue performance brought PayPal&#39;s annual total to $25.4 billion for 2021, up from $21.5 billion a year earlier.</p><p>The company saw $340 billion in fourth-quarter total payment volume, slightly below the FactSet consensus, which was for $345 billion. The TPV metric captures the dollar value of transactions running through PayPal&#39;s platform.</p><p>PayPal had 426 million active accounts as of the end of 2021.</p><p>Chief Executive Dan Schulman told MarketWatch that PayPal was seeing better-than-expected traction for its redesigned app, which focuses on a broader set of financial-services tools. The new app has helped spur new interest in PayPal&#39;s crypto-buying feature and driven a sharp increase in the number of users who visit a merchant&#39;s site based on seeing a deal offer on PayPal&#39;s shopping hub.</p><p>Shares were off 17% in after-hours trading Tuesday as the company&#39;s outlook came in light of expectations. For the first half of the year, the company sees continued headwinds from eBay Inc. <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a>, which has been migrating volume away from PayPal as part of its own payments evolution.</p><p><img src=\"https://static.tigerbbs.com/af429635e304716052d5647ecef09ae0\" tg-width=\"920\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>&#34;If you can look beyond the eBay transition, which we have five more months to go through... and you look past the lapping of the very high quarters of growth that we had last year, you can see a very consistent and strong story about the core underlying business,&#34; Schulman told MarketWatch.</p><p>Looking to the first quarter, PayPal anticipates revenue growth of about 6%, or 14% when excluding impacts from eBay Inc.</p><p>The FactSet consensus calls for $6.76 billion in quarterly sales, which would be up about 12% from the $6.03 billion that PayPal reported a year earlier.</p><p>The company also projects first-quarter adjusted earnings per share of about 87 cents, while the FactSet consensus is for $1.16.</p><p>For the full year, the company expects growth in total payment volume of 19% to 22% at spot rates as well as revenue growth of 15% to 17%. PayPal also anticipates $4.60 a share to $4.75 a share in adjusted earnings for 2022. The FactSet consensus is for $5.21 in adjusted earnings.</p><p>PayPal expects that its revenue growth will accelerate as the year goes on and Schulman anticipate that the &#34;lapping noises&#34; should go away in the third quarter.</p><p>A look beyond that underscores the &#34;strength of the platform&#34; and &#34;should give a ton of confidence and optimism that we will exit the year at 20%-plus [revenue growth],&#34; he told MarketWatch.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal Stock Tumbles 17% as Ebay Impacts Weigh on Earnings Outlook</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\">\nPayPal Stock Tumbles 17% as Ebay Impacts Weigh on Earnings Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-02 07:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.</p><p>The payment-technology company reported fourth-quarter net income of $801 million, or 68 cents a share, down from $1.56 billion, or $1.32 a share, a year prior. On an adjusted basis, PayPal (PYPL) earned $1.11 a share, up from $1.08 a share a year earlier, while the FactSet consensus was for $1.12 a share.</p><p>PayPal&#39;s revenue came in at $6.9 billion for the fourth quarter, matching the FactSet consensus. A year prior, PayPal logged quarterly revenue of $6.1 billion.</p><p>The latest quarterly revenue performance brought PayPal&#39;s annual total to $25.4 billion for 2021, up from $21.5 billion a year earlier.</p><p>The company saw $340 billion in fourth-quarter total payment volume, slightly below the FactSet consensus, which was for $345 billion. The TPV metric captures the dollar value of transactions running through PayPal&#39;s platform.</p><p>PayPal had 426 million active accounts as of the end of 2021.</p><p>Chief Executive Dan Schulman told MarketWatch that PayPal was seeing better-than-expected traction for its redesigned app, which focuses on a broader set of financial-services tools. The new app has helped spur new interest in PayPal&#39;s crypto-buying feature and driven a sharp increase in the number of users who visit a merchant&#39;s site based on seeing a deal offer on PayPal&#39;s shopping hub.</p><p>Shares were off 17% in after-hours trading Tuesday as the company&#39;s outlook came in light of expectations. For the first half of the year, the company sees continued headwinds from eBay Inc. <a href=\"https://laohu8.com/S/EBAY\">$(EBAY)$</a>, which has been migrating volume away from PayPal as part of its own payments evolution.</p><p><img src=\"https://static.tigerbbs.com/af429635e304716052d5647ecef09ae0\" tg-width=\"920\" tg-height=\"710\" referrerpolicy=\"no-referrer\"/></p><p>&#34;If you can look beyond the eBay transition, which we have five more months to go through... and you look past the lapping of the very high quarters of growth that we had last year, you can see a very consistent and strong story about the core underlying business,&#34; Schulman told MarketWatch.</p><p>Looking to the first quarter, PayPal anticipates revenue growth of about 6%, or 14% when excluding impacts from eBay Inc.</p><p>The FactSet consensus calls for $6.76 billion in quarterly sales, which would be up about 12% from the $6.03 billion that PayPal reported a year earlier.</p><p>The company also projects first-quarter adjusted earnings per share of about 87 cents, while the FactSet consensus is for $1.16.</p><p>For the full year, the company expects growth in total payment volume of 19% to 22% at spot rates as well as revenue growth of 15% to 17%. PayPal also anticipates $4.60 a share to $4.75 a share in adjusted earnings for 2022. The FactSet consensus is for $5.21 in adjusted earnings.</p><p>PayPal expects that its revenue growth will accelerate as the year goes on and Schulman anticipate that the &#34;lapping noises&#34; should go away in the third quarter.</p><p>A look beyond that underscores the &#34;strength of the platform&#34; and &#34;should give a ton of confidence and optimism that we will exit the year at 20%-plus [revenue growth],&#34; he told MarketWatch.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208359751","content_text":"PayPal Holdings Inc. largely matched expectations for its holiday quarter but delivered an earnings forecast that came up shy of expectations.The payment-technology company reported fourth-quarter net income of $801 million, or 68 cents a share, down from $1.56 billion, or $1.32 a share, a year prior. On an adjusted basis, PayPal (PYPL) earned $1.11 a share, up from $1.08 a share a year earlier, while the FactSet consensus was for $1.12 a share.PayPal's revenue came in at $6.9 billion for the fourth quarter, matching the FactSet consensus. A year prior, PayPal logged quarterly revenue of $6.1 billion.The latest quarterly revenue performance brought PayPal's annual total to $25.4 billion for 2021, up from $21.5 billion a year earlier.The company saw $340 billion in fourth-quarter total payment volume, slightly below the FactSet consensus, which was for $345 billion. The TPV metric captures the dollar value of transactions running through PayPal's platform.PayPal had 426 million active accounts as of the end of 2021.Chief Executive Dan Schulman told MarketWatch that PayPal was seeing better-than-expected traction for its redesigned app, which focuses on a broader set of financial-services tools. The new app has helped spur new interest in PayPal's crypto-buying feature and driven a sharp increase in the number of users who visit a merchant's site based on seeing a deal offer on PayPal's shopping hub.Shares were off 17% in after-hours trading Tuesday as the company's outlook came in light of expectations. For the first half of the year, the company sees continued headwinds from eBay Inc. $(EBAY)$, which has been migrating volume away from PayPal as part of its own payments evolution.\"If you can look beyond the eBay transition, which we have five more months to go through... and you look past the lapping of the very high quarters of growth that we had last year, you can see a very consistent and strong story about the core underlying business,\" Schulman told MarketWatch.Looking to the first quarter, PayPal anticipates revenue growth of about 6%, or 14% when excluding impacts from eBay Inc.The FactSet consensus calls for $6.76 billion in quarterly sales, which would be up about 12% from the $6.03 billion that PayPal reported a year earlier.The company also projects first-quarter adjusted earnings per share of about 87 cents, while the FactSet consensus is for $1.16.For the full year, the company expects growth in total payment volume of 19% to 22% at spot rates as well as revenue growth of 15% to 17%. PayPal also anticipates $4.60 a share to $4.75 a share in adjusted earnings for 2022. The FactSet consensus is for $5.21 in adjusted earnings.PayPal expects that its revenue growth will accelerate as the year goes on and Schulman anticipate that the \"lapping noises\" should go away in the third quarter.A look beyond that underscores the \"strength of the platform\" and \"should give a ton of confidence and optimism that we will exit the year at 20%-plus [revenue growth],\" he told MarketWatch.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958987552,"gmtCreate":1673613860777,"gmtModify":1676538864900,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"[Miser]&nbsp;[Happy]&nbsp;","listText":"[Miser]&nbsp;[Happy]&nbsp;","text":"[Miser] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958987552","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920977380,"gmtCreate":1670426720341,"gmtModify":1676538365770,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920977380","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049409043,"gmtCreate":1655822004382,"gmtModify":1676535711841,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049409043","repostId":"1146013913","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031793797,"gmtCreate":1646662997793,"gmtModify":1676534147986,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031793797","repostId":"1110751744","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098609627,"gmtCreate":1644109698313,"gmtModify":1676533890198,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Hold","listText":"Hold","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098609627","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091257166,"gmtCreate":1643882894646,"gmtModify":1676533867550,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Meta!!","listText":"Meta!!","text":"Meta!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091257166","repostId":"1193631380","repostType":2,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093739331,"gmtCreate":1643702971296,"gmtModify":1676533846392,"author":{"id":"4097749975222430","authorId":"4097749975222430","name":"gwk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097749975222430","authorIdStr":"4097749975222430"},"themes":[],"htmlText":"Hope to have good Q4 result","listText":"Hope to have good Q4 result","text":"Hope to have good Q4 result","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093739331","repostId":"1160747349","repostType":2,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}