Truly garbage thesis. "Inflati

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Slipperypizzas
2023-01-19

Truly garbage thesis. "Inflation is decelerating" doesn't mean squat. Prints don't mean squat if rate hike impacts are JUST being felt. Massive layoffs -> increase in unemployment rate. Commods, but still volatile. World bout to dip into a recession and markets roughly bottom out 5 months in. Motley Clowns.

A Bull Market Is Coming: 2 Remarkable Growth Stocks to Buy Hand Over Fist in 2023

The growing popularity of e-commerce and cloud computing should be tailwinds for these growth stocks.

A Bull Market Is Coming: 2 Remarkable Growth Stocks to Buy Hand Over Fist in 2023

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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yinghao94
·2023-01-19
nice sharing
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Sky价值投资
·2023-01-19
[Like]
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Newcomer007
·2023-01-19
like
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1
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MrHuattt
·2023-01-19
ok
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嘞撸虎7
·2023-01-19
阅
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cactuspot
·2023-01-19
👍
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Davekkw
·2023-01-19
Ok
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HongSteve
·2023-01-19
Nice
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Jjjerlyn
·2023-01-19
K
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bb_ray
·2023-01-19
nice
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Bons
·2023-01-19
ok
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changs55
·2023-01-19
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Happy Bear
·2023-01-19
Yaya
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Aoyjai
·2023-01-19
Haha
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Victorhc88
·2023-01-19
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Ah Ling
·2023-01-19
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Desna10
·2023-01-19
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Prints don't mean squat if&nbsp;rate hike impacts are JUST being felt. Massive layoffs -&gt; increase in unemployment rate. Commods, but still volatile. World bout to dip into a recession and markets roughly bottom out 5 months in. Motley Clowns.</body></html>","htmlText":"<html><head></head><body>Truly garbage thesis. \"Inflation is decelerating\" doesn't mean squat. Prints don't mean squat if&nbsp;rate hike impacts are JUST being felt. Massive layoffs -&gt; increase in unemployment rate. Commods, but still volatile. World bout to dip into a recession and markets roughly bottom out 5 months in. Motley Clowns.</body></html>","text":"Truly garbage thesis. \"Inflation is decelerating\" doesn't mean squat. Prints don't mean squat if rate hike impacts are JUST being felt. Massive layoffs -> increase in unemployment rate. Commods, but still volatile. World bout to dip into a recession and markets roughly bottom out 5 months in. Motley Clowns.","highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":17,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9956487631","repostId":1130782670,"repostType":2,"repost":{"id":"1130782670","kind":"news","pubTimestamp":1674115249,"share":"https://www.laohu8.com/m/news/1130782670?lang=&edition=full","pubTime":"2023-01-19 16:00","market":"us","language":"en","title":"A Bull Market Is Coming: 2 Remarkable Growth Stocks to Buy Hand Over Fist in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1130782670","media":"Motley Fool","summary":"The growing popularity of e-commerce and cloud computing should be tailwinds for these growth stocks.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Shopify is the leading provider of e-commerce software, and its platform gives merchants more flexibility than online marketplaces.</li><li>Cloudflare operates the fastest cloud network in the world, and management expects revenue to grow five-fold in the next five years.</li></ul>Last year was exceptionally tough for investors. All three major U.S. stock market indexes slipped into a bear market, and while the Dow Jones Industrial Average has technically entered a new bull market, the S&amp;P 500 and the Nasdaq Composite have not. In fact, the benchmark S&amp;P 500 is still down 16% from its high, and the tech-heavy Nasdaq Composite is still down 31%.Fortunately, investors got some good news last week. The Bureau of Labor Statistics said inflation fell to 6.5% in December, meaning inflation has now decelerated for six consecutive months. Assuming that trend continues, it could help send the S&amp;P 500 and the Nasdaq Composite back into bull market territory in 2023.But even if that doesn&#39;t happen, every past bear market has ended in a bull rally, and there is no reason to believe this one will be any different. That means investors can rest assured the next bull market is indeed on its way. In the meantime, promising growth stocks like Shopify and Cloudflare are trading at must-buy prices.<h2>Shopify: Making e-commerce easier for merchants</h2>High inflation has created problems for Shopify. It has been a headwind to revenue growth (rising prices have caused consumers to spend money more cautiously) and an accelerant for operating expenses. That combination led to disappointing financial results over the past year. Revenue rose just 25% to $5.2 billion, and the company reported negative free cash flow of $200 million.However, shareholders have good reason to believe Shopify can turn things around. The company simplifies virtually every aspect of commerce, helping merchants manage sales across physical and digital storefronts -- meaning online marketplaces, social media networks, and direct-to-consumer (D2C) websites -- from a single platform. It also provides adjacent solutions for payments, financing, and advertising, and it&#39;s building a U.S. fulfillment network to simplify logistics for merchants.Shopify is also pushing upmarket with Shopify Plus, an omnichannel commerce platform built for larger brands. It packs all the same conveniences as other Shopify plans, but it gives brands more flexibility to build customized shopping experiences for consumers. Plus merchants also have access to more sophisticated tools like  machine learning-powered marketing software and business-to-business (B2B) commerce features.So what? Shopify and Shopify Plus are the most popular e-commerce platforms in the world, according to research company G2. The company pairs that competitive advantage with a differentiated business model -- unlike Amazon, Shopify supports physical stores and D2C websites. That attractive value proposition should translate into strong financial results for years to come, especially in a more favorable economic environment.Beyond that, Shopify also benefits from a massive market opportunity that is only getting bigger. Retail e-commerce sales in the U.S. alone are expected to grow at 12% annually to reach $1.7 trillion by 2026, while B2B e-commerce sales are expected grow at 10% annually to reach $2.5 trillion by 2026, according to eMarketer.With that in mind, shares of Shopify trade at 9.5 times sales, an absolute bargain compared to the three-year average of 35. That&#39;s why this growth stock is a screaming buy right now.<h2>Cloudflare: Aiming for five-fold revenue growth in five years</h2>Despite economic headwinds, cloud services company Cloudflare has continued to grow at an impressive clip. Its customer count increased 18% to 156,000 over the past year, and existing customers spent an additional 24% on average during that period. In turn, revenue in the past year soared 52% to $894 million, and the company generated $86 million in cash from operations.For long-term investors, the bull case is straightforward: Cloudflare provides a broad range of cloud services that improve the performance and security of business-critical applications and infrastructure, while eliminating the cost and complexity of on-premise network hardware. Cloudflare also provides developer tools that help businesses build software, websites, and streaming experiences for their own customers. Demand for those products should only increase in the coming years, driven by the never-ending need for digital transformation.Building on that, industry analysts have already recognized Cloudflare as a leading vendor of content delivery network software, web application protection tools, and edge development tools. The company operates the fastest cloud network in the world -- it can deliver content to 95% of internet users within 50 milliseconds -- and its development pipeline is bursting with new products. As an example, Cloudflare recently announced D1 database, a storage solution that will support its developer platform, and CEO Matthew Prince said he expects D1 to &#34;quickly become one of the largest databases in the world.&#34;In short, shareholders have every reason to expect rapid growth in the coming years. In fact, Cloudflare just achieved a $1 billion annual revenue run rate in the most recent quarter, but management says that figure will organically increase five-fold to $5 billion over the next five years. In other words, Cloudflare believes it can deliver annualized revenue growth of 38% through 2027 without building any new products or buying any companies. Of course, Cloudflare will continue to innovate as it has in the past, meaning the company will likely exceed that target of five-fold growth in five years. That makes its current price-to-sales ratio of about 16 look very reasonable, and it&#39;s certainly a discount compared to the three-year average of 41.8 times sales. Investors should take advantage of that buying opportunity.</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>A Bull Market Is Coming: 2 Remarkable Growth Stocks to Buy Hand Over Fist in 2023</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\">\nA Bull Market Is Coming: 2 Remarkable Growth Stocks to Buy Hand Over Fist in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/18/bull-market-coming-2-growth-stocks-to-buy-in-2023/>Motley Fool</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nKEY POINTSShopify is the leading provider of e-commerce software, and its platform gives merchants more flexibility than online marketplaces.Cloudflare operates the fastest cloud network in the world,...\n\n<a href=\"https://www.fool.com/investing/2023/01/18/bull-market-coming-2-growth-stocks-to-buy-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2023/01/18/bull-market-coming-2-growth-stocks-to-buy-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130782670","content_text":"KEY POINTSShopify is the leading provider of e-commerce software, and its platform gives merchants more flexibility than online marketplaces.Cloudflare operates the fastest cloud network in the world, and management expects revenue to grow five-fold in the next five years.Last year was exceptionally tough for investors. All three major U.S. stock market indexes slipped into a bear market, and while the Dow Jones Industrial Average has technically entered a new bull market, the S&P 500 and the Nasdaq Composite have not. In fact, the benchmark S&P 500 is still down 16% from its high, and the tech-heavy Nasdaq Composite is still down 31%.Fortunately, investors got some good news last week. The Bureau of Labor Statistics said inflation fell to 6.5% in December, meaning inflation has now decelerated for six consecutive months. Assuming that trend continues, it could help send the S&P 500 and the Nasdaq Composite back into bull market territory in 2023.But even if that doesn't happen, every past bear market has ended in a bull rally, and there is no reason to believe this one will be any different. That means investors can rest assured the next bull market is indeed on its way. In the meantime, promising growth stocks like Shopify and Cloudflare are trading at must-buy prices.Shopify: Making e-commerce easier for merchantsHigh inflation has created problems for Shopify. It has been a headwind to revenue growth (rising prices have caused consumers to spend money more cautiously) and an accelerant for operating expenses. That combination led to disappointing financial results over the past year. Revenue rose just 25% to $5.2 billion, and the company reported negative free cash flow of $200 million.However, shareholders have good reason to believe Shopify can turn things around. The company simplifies virtually every aspect of commerce, helping merchants manage sales across physical and digital storefronts -- meaning online marketplaces, social media networks, and direct-to-consumer (D2C) websites -- from a single platform. It also provides adjacent solutions for payments, financing, and advertising, and it's building a U.S. fulfillment network to simplify logistics for merchants.Shopify is also pushing upmarket with Shopify Plus, an omnichannel commerce platform built for larger brands. It packs all the same conveniences as other Shopify plans, but it gives brands more flexibility to build customized shopping experiences for consumers. Plus merchants also have access to more sophisticated tools like  machine learning-powered marketing software and business-to-business (B2B) commerce features.So what? Shopify and Shopify Plus are the most popular e-commerce platforms in the world, according to research company G2. The company pairs that competitive advantage with a differentiated business model -- unlike Amazon, Shopify supports physical stores and D2C websites. That attractive value proposition should translate into strong financial results for years to come, especially in a more favorable economic environment.Beyond that, Shopify also benefits from a massive market opportunity that is only getting bigger. Retail e-commerce sales in the U.S. alone are expected to grow at 12% annually to reach $1.7 trillion by 2026, while B2B e-commerce sales are expected grow at 10% annually to reach $2.5 trillion by 2026, according to eMarketer.With that in mind, shares of Shopify trade at 9.5 times sales, an absolute bargain compared to the three-year average of 35. That's why this growth stock is a screaming buy right now.Cloudflare: Aiming for five-fold revenue growth in five yearsDespite economic headwinds, cloud services company Cloudflare has continued to grow at an impressive clip. Its customer count increased 18% to 156,000 over the past year, and existing customers spent an additional 24% on average during that period. In turn, revenue in the past year soared 52% to $894 million, and the company generated $86 million in cash from operations.For long-term investors, the bull case is straightforward: Cloudflare provides a broad range of cloud services that improve the performance and security of business-critical applications and infrastructure, while eliminating the cost and complexity of on-premise network hardware. Cloudflare also provides developer tools that help businesses build software, websites, and streaming experiences for their own customers. Demand for those products should only increase in the coming years, driven by the never-ending need for digital transformation.Building on that, industry analysts have already recognized Cloudflare as a leading vendor of content delivery network software, web application protection tools, and edge development tools. The company operates the fastest cloud network in the world -- it can deliver content to 95% of internet users within 50 milliseconds -- and its development pipeline is bursting with new products. As an example, Cloudflare recently announced D1 database, a storage solution that will support its developer platform, and CEO Matthew Prince said he expects D1 to \"quickly become one of the largest databases in the world.\"In short, shareholders have every reason to expect rapid growth in the coming years. In fact, Cloudflare just achieved a $1 billion annual revenue run rate in the most recent quarter, but management says that figure will organically increase five-fold to $5 billion over the next five years. In other words, Cloudflare believes it can deliver annualized revenue growth of 38% through 2027 without building any new products or buying any companies. Of course, Cloudflare will continue to innovate as it has in the past, meaning the company will likely exceed that target of five-fold growth in five years. That makes its current price-to-sales ratio of about 16 look very reasonable, and it's certainly a discount compared to the three-year average of 41.8 times sales. Investors should take advantage of that buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1018,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":260,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":105608118,"commentId":"105608118","gmtCreate":1674138738553,"gmtModify":1674138751411,"authorId":3571621970938221,"author":{"id":3571621970938221,"idStr":"3571621970938221","authorId":3571621970938221,"name":"yinghao94","avatar":"https://static.tigerbbs.com/4c0658c6f6429df3ea0870cd633bb202","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real 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