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Traderyt
Traderyt
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2021-06-23
[Surprised]
The 2021 most 'American-made' auto is a first-timer in top spot
MW The 2021 most 'American-made' auto is a first-timer in top spot Rachel Koning Beals Cars
The 2021 most 'American-made' auto is a first-timer in top spot
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2021-06-22
$Coupang, Inc.(CPNG)$
When will it finally be positive
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2021-06-18
Okay
Palantir: The Untold Truth
Summary Palantir is often criticized for its lofty valuation multiples, stagnating customer base an
Palantir: The Untold Truth
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2021-06-17
Will it bounce back?
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2021-06-16
Oh no
Sorry, this post has been deleted
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2021-06-16
$Coinbase Global, Inc.(COIN)$
[Cry]
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2021-06-15
$UiPath(PATH)$
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2021-06-09
$Marathon Digital Holdings Inc(MARA)$
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2021-06-08
$Redfin Corp(RDFN)$
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2021-06-07
$Coinbase Global, Inc.(COIN)$
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","listText":"[Surprised] ","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121042347","repostId":"2145918810","repostType":2,"repost":{"id":"2145918810","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":1624446060,"share":"https://ttm.financial/m/news/2145918810?lang=en_US&edition=fundamental","pubTime":"2021-06-23 19:01","market":"us","language":"en","title":"The 2021 most 'American-made' auto is a first-timer in top spot","url":"https://stock-news.laohu8.com/highlight/detail?id=2145918810","media":"Dow Jones","summary":"MW The 2021 most 'American-made' auto is a first-timer in top spot\n\n\n Rachel Koning Beals \n\n\n Cars","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW The 2021 most 'American-made' auto is a first-timer in top spot\n</p>\n<p>\n Rachel Koning Beals \n</p>\n<p>\n Cars.com's American-Made Index places the Tesla Model 3 atop a list of 90, a first for an all-electric vehicle \n</p>\n<p>\n The most American-made vehicle for 2021 is the Tesla Model 3, according to a long-running index, the first time that an all-electric auto has claimed the top spot. \n</p>\n<p>\n Ford<a href=\"https://laohu8.com/S/F\">$(F)$</a>, Jeep, GM's Chevrolet<a href=\"https://laohu8.com/S/GM\">$(GM)$</a> and Honda nameplates also earned high marks for their U.S.-based production, which remains an important consideration for a rising number of U.S. buyers. \n</p>\n<p>\n The Cars.com American-Made Index, first created in 2006 and released Wednesday, ranks vehicles based on criteria ranging from number of U.S. factory jobs to location of manufacturing plants to parts sourcing. View the complete list . \n</p>\n<p>\n \"Tesla has now cemented itself firmly on Cars.com's American Made-Index, with the Model 3 and the Model Y taking the No. 1 and No. 3 spots, respectively,\" said Kelsey Mays, assistant managing editor at Cars.com. \n</p>\n<p>\n Tesla<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> only recently began supplying the information that needs to be included in the index. \n</p>\n<p>\n Last year, Tesla's EVs took three spots in the top 10 for the first time, out-performing brands like Jeep and Chevrolet which normally dominate the list. In 2020, the Michigan-built Ford Ranger, resurrected for the U.S. market in 2019, ranked first. \n</p>\n<p>\n Barron's : Electric Vehicles Will Rule the World By 2040. The Winners and Losers \n</p>\n<p>\n A total of 90 models qualified for this year's AMI. That's out of 344 cars on the market in 2021. GM led the way with 19 cars on the index, followed by Honda at 13, Toyota with 12 and Ford at 11. \n</p>\n<p>\n Tracking consumer habits, nearly 50% of the vehicles on the index are SUVs, followed by sedans at 28% and pick-up trucks at 17%. \n</p>\n<p>\n According to new research from Cars.com, 72% of shoppers consider a car's U.S. economic impact a significant or deciding factor in their vehicle purchase, up from 70% who indicated the same in 2020. \n</p>\n<p>\n Even as the pandemic threat wanes, a third of respondents in 2021 still say COVID-19 has made them more likely to buy an American-built vehicle. Up from just a quarter of respondents in 2020, 29% this year say that it's \"unpatriotic\" to purchase a non-American made vehicle. \n</p>\n<p>\n The Biden administration has made the push toward EV adoption a priority , part of a broader policy favoring a shift to renewable energy and reaching net-zero emissions by 2050. \n</p>\n<p>\n For now, inventory and parts shortages, as well as the surging price of used vehicles, have been factors in a post-COVID recovery. \n</p>\n<p>\n \"The 2021 AMI arrives against a backdrop of scarce inventory amid a microchip shortage, and heightened consumer demand,\" said Mays. \"Despite this, there remains a high consumer focus on buying American-made vehicles as the economy is still emerging from the effects of the pandemic.\" \n</p>\n<p>\n Parts shortages emerged in Tesla's latest earnings round , reported in April. The Silicon Valley EV maker reported mixed first-quarter earnings then, with sales slightly below Wall Street's expectations though rising 74% to $10.39 billion, from $5.99 billion a year earlier. \n</p>\n<p>\n Tesla's share price is down 11% so far in 2021, just trimming its more than 220% <a href=\"https://laohu8.com/S/AONE\">one</a>-year surge. The S&P 500 is up 13% in the year to date. \n</p>\n<p>\n Read:Why this Tesla taxi fleet won't be allowed to operate in NYC \n</p>\n<p>\n -Rachel Koning Beals; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n June 23, 2021 07:01 ET (11:01 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 2021 most 'American-made' auto is a first-timer in top spot</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\">\nThe 2021 most 'American-made' auto is a first-timer in top spot\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\">2021-06-23 19:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW The 2021 most 'American-made' auto is a first-timer in top spot\n</p>\n<p>\n Rachel Koning Beals \n</p>\n<p>\n Cars.com's American-Made Index places the Tesla Model 3 atop a list of 90, a first for an all-electric vehicle \n</p>\n<p>\n The most American-made vehicle for 2021 is the Tesla Model 3, according to a long-running index, the first time that an all-electric auto has claimed the top spot. \n</p>\n<p>\n Ford<a href=\"https://laohu8.com/S/F\">$(F)$</a>, Jeep, GM's Chevrolet<a href=\"https://laohu8.com/S/GM\">$(GM)$</a> and Honda nameplates also earned high marks for their U.S.-based production, which remains an important consideration for a rising number of U.S. buyers. \n</p>\n<p>\n The Cars.com American-Made Index, first created in 2006 and released Wednesday, ranks vehicles based on criteria ranging from number of U.S. factory jobs to location of manufacturing plants to parts sourcing. View the complete list . \n</p>\n<p>\n \"Tesla has now cemented itself firmly on Cars.com's American Made-Index, with the Model 3 and the Model Y taking the No. 1 and No. 3 spots, respectively,\" said Kelsey Mays, assistant managing editor at Cars.com. \n</p>\n<p>\n Tesla<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> only recently began supplying the information that needs to be included in the index. \n</p>\n<p>\n Last year, Tesla's EVs took three spots in the top 10 for the first time, out-performing brands like Jeep and Chevrolet which normally dominate the list. In 2020, the Michigan-built Ford Ranger, resurrected for the U.S. market in 2019, ranked first. \n</p>\n<p>\n Barron's : Electric Vehicles Will Rule the World By 2040. The Winners and Losers \n</p>\n<p>\n A total of 90 models qualified for this year's AMI. That's out of 344 cars on the market in 2021. GM led the way with 19 cars on the index, followed by Honda at 13, Toyota with 12 and Ford at 11. \n</p>\n<p>\n Tracking consumer habits, nearly 50% of the vehicles on the index are SUVs, followed by sedans at 28% and pick-up trucks at 17%. \n</p>\n<p>\n According to new research from Cars.com, 72% of shoppers consider a car's U.S. economic impact a significant or deciding factor in their vehicle purchase, up from 70% who indicated the same in 2020. \n</p>\n<p>\n Even as the pandemic threat wanes, a third of respondents in 2021 still say COVID-19 has made them more likely to buy an American-built vehicle. Up from just a quarter of respondents in 2020, 29% this year say that it's \"unpatriotic\" to purchase a non-American made vehicle. \n</p>\n<p>\n The Biden administration has made the push toward EV adoption a priority , part of a broader policy favoring a shift to renewable energy and reaching net-zero emissions by 2050. \n</p>\n<p>\n For now, inventory and parts shortages, as well as the surging price of used vehicles, have been factors in a post-COVID recovery. \n</p>\n<p>\n \"The 2021 AMI arrives against a backdrop of scarce inventory amid a microchip shortage, and heightened consumer demand,\" said Mays. \"Despite this, there remains a high consumer focus on buying American-made vehicles as the economy is still emerging from the effects of the pandemic.\" \n</p>\n<p>\n Parts shortages emerged in Tesla's latest earnings round , reported in April. The Silicon Valley EV maker reported mixed first-quarter earnings then, with sales slightly below Wall Street's expectations though rising 74% to $10.39 billion, from $5.99 billion a year earlier. \n</p>\n<p>\n Tesla's share price is down 11% so far in 2021, just trimming its more than 220% <a href=\"https://laohu8.com/S/AONE\">one</a>-year surge. The S&P 500 is up 13% in the year to date. \n</p>\n<p>\n Read:Why this Tesla taxi fleet won't be allowed to operate in NYC \n</p>\n<p>\n -Rachel Koning Beals; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n June 23, 2021 07:01 ET (11:01 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03160":"华夏日股对冲","F":"福特汽车","TSLA":"特斯拉","HMC":"本田汽车","GM":"通用汽车"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145918810","content_text":"MW The 2021 most 'American-made' auto is a first-timer in top spot\n\n\n Rachel Koning Beals \n\n\n Cars.com's American-Made Index places the Tesla Model 3 atop a list of 90, a first for an all-electric vehicle \n\n\n The most American-made vehicle for 2021 is the Tesla Model 3, according to a long-running index, the first time that an all-electric auto has claimed the top spot. \n\n\n Ford$(F)$, Jeep, GM's Chevrolet$(GM)$ and Honda nameplates also earned high marks for their U.S.-based production, which remains an important consideration for a rising number of U.S. buyers. \n\n\n The Cars.com American-Made Index, first created in 2006 and released Wednesday, ranks vehicles based on criteria ranging from number of U.S. factory jobs to location of manufacturing plants to parts sourcing. View the complete list . \n\n\n \"Tesla has now cemented itself firmly on Cars.com's American Made-Index, with the Model 3 and the Model Y taking the No. 1 and No. 3 spots, respectively,\" said Kelsey Mays, assistant managing editor at Cars.com. \n\n\n Tesla$(TSLA)$ only recently began supplying the information that needs to be included in the index. \n\n\n Last year, Tesla's EVs took three spots in the top 10 for the first time, out-performing brands like Jeep and Chevrolet which normally dominate the list. In 2020, the Michigan-built Ford Ranger, resurrected for the U.S. market in 2019, ranked first. \n\n\n Barron's : Electric Vehicles Will Rule the World By 2040. The Winners and Losers \n\n\n A total of 90 models qualified for this year's AMI. That's out of 344 cars on the market in 2021. GM led the way with 19 cars on the index, followed by Honda at 13, Toyota with 12 and Ford at 11. \n\n\n Tracking consumer habits, nearly 50% of the vehicles on the index are SUVs, followed by sedans at 28% and pick-up trucks at 17%. \n\n\n According to new research from Cars.com, 72% of shoppers consider a car's U.S. economic impact a significant or deciding factor in their vehicle purchase, up from 70% who indicated the same in 2020. \n\n\n Even as the pandemic threat wanes, a third of respondents in 2021 still say COVID-19 has made them more likely to buy an American-built vehicle. Up from just a quarter of respondents in 2020, 29% this year say that it's \"unpatriotic\" to purchase a non-American made vehicle. \n\n\n The Biden administration has made the push toward EV adoption a priority , part of a broader policy favoring a shift to renewable energy and reaching net-zero emissions by 2050. \n\n\n For now, inventory and parts shortages, as well as the surging price of used vehicles, have been factors in a post-COVID recovery. \n\n\n \"The 2021 AMI arrives against a backdrop of scarce inventory amid a microchip shortage, and heightened consumer demand,\" said Mays. \"Despite this, there remains a high consumer focus on buying American-made vehicles as the economy is still emerging from the effects of the pandemic.\" \n\n\n Parts shortages emerged in Tesla's latest earnings round , reported in April. The Silicon Valley EV maker reported mixed first-quarter earnings then, with sales slightly below Wall Street's expectations though rising 74% to $10.39 billion, from $5.99 billion a year earlier. \n\n\n Tesla's share price is down 11% so far in 2021, just trimming its more than 220% one-year surge. The S&P 500 is up 13% in the year to date. \n\n\n Read:Why this Tesla taxi fleet won't be allowed to operate in NYC \n\n\n -Rachel Koning Beals; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n June 23, 2021 07:01 ET (11:01 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"HMC":0.9,"03160":0.6,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120102194,"gmtCreate":1624312108118,"gmtModify":1703832983791,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>When will it finally be positive","listText":"<a href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a>When will it finally be positive","text":"$Coupang, Inc.(CPNG)$When will it finally be positive","images":[{"img":"https://static.tigerbbs.com/b3cdf4ebc92b15a3ffb1b1269ec1d2d0","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120102194","isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166075666,"gmtCreate":1623986767055,"gmtModify":1703825746538,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166075666","repostId":"1180977741","repostType":4,"repost":{"id":"1180977741","kind":"news","pubTimestamp":1623981539,"share":"https://ttm.financial/m/news/1180977741?lang=en_US&edition=fundamental","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>\n <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>\n <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p>\n<p>Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p>\n<p><b>Rapid Customer Growth</b></p>\n<p>Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p>\n<p>The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p>\n<p><img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p>\n<p>The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p>\n<p>Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p>\n<p>There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p>\n<ul>\n <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>\n <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>\n <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>\n <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li>\n</ul>\n<p>Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p>\n<p><b>Margin Expansion</b></p>\n<p>Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p>\n<p>But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p>\n<p>The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p>\n<p>Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p>\n<p><b>Government Contract Wins</b></p>\n<p>Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p>\n<p>Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p>\n<p>Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p>\n<p>So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p>\n<p><b>Final Thoughts</b></p>\n<p>Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p>\n<p>However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p>\n<p>So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p>\n<p>Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Untold Truth</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: The Untold Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:58 GMT+8 <a href=https://seekingalpha.com/article/4435125-palantir-the-untold-truth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">Source 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/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163481437,"gmtCreate":1623891302729,"gmtModify":1703822606560,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"Will it bounce back? ","listText":"Will it bounce back? ","text":"Will it bounce back?","images":[{"img":"https://static.tigerbbs.com/28fe63b16e0ad4e6be0f8e372e4e2b0b","width":"750","height":"1857"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163481437","isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":163957487,"gmtCreate":1623858000549,"gmtModify":1703821706320,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163957487","repostId":"2143497767","repostType":4,"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169343010,"gmtCreate":1623818677730,"gmtModify":1703820445816,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>[Cry] ","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>[Cry] ","text":"$Coinbase Global, Inc.(COIN)$[Cry]","images":[{"img":"https://static.tigerbbs.com/8e98e11a2d74085a6bb3955bbe033e19","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169343010","isVote":1,"tweetType":1,"viewCount":2824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184598713,"gmtCreate":1623717978732,"gmtModify":1704209356578,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>[Claw] ","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>[Claw] ","text":"$UiPath(PATH)$[Claw]","images":[{"img":"https://static.tigerbbs.com/feb40db521a87d4334b1e280f2049549","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184598713","isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":180849615,"gmtCreate":1623199685537,"gmtModify":1704198117745,"author":{"id":"3581500003918833","authorId":"3581500003918833","name":"Traderyt","avatar":"https://static.tigerbbs.com/eeaac5f02e2f54fdd524c92c2c82d003","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581500003918833","idStr":"3581500003918833"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>[Cry] ","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>[Cry] ","text":"$Marathon Digital Holdings Inc(MARA)$[Cry]","images":[{"img":"https://static.tigerbbs.com/89dff6d9fb273d0788f9bca5b1b2afae","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/180849615","isVote":1,"tweetType":1,"viewCount":2237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571649630078398","authorId":"3571649630078398","name":"和我在一起就是传奇","avatar":"https://static.tigerbbs.com/9c7bfd7db89f5824a5b6b1797acf60c7","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3571649630078398","idStr":"3571649630078398"},"content":"Me, too. Stop loss. Bitcoin stocks have to wait for 1-2 months to slow down, otherwise it will be too painful to withdraw. By the way, my call has also withdrawn so much","text":"Me, too. Stop loss. Bitcoin stocks have to wait for 1-2 months to slow down, otherwise it will be too painful to withdraw. By the way, my call has also withdrawn so much","html":"Me, too. Stop loss. Bitcoin stocks have to wait for 1-2 months to slow down, otherwise it will be too painful to withdraw. 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