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2021-03-30
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Cathie Wood Bought 3 High-Growth Tech Stocks That Could Be the Next 10-Baggers<blockquote>凯西·伍德 (Cathie Wood) 购买了 3 只高增长科技股，它们可能成为下一个 10 只大盘股</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":355760325,"tweetId":"355760325","gmtCreate":1617106542267,"gmtModify":1634522638438,"author":{"id":3572495509301287,"idStr":"3572495509301287","authorId":3572495509301287,"authorIdStr":"3572495509301287","name":"river88rat","avatar":"https://static.tigerbbs.com/0e27879bd03708cf8ed8f3d6f035b21d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>G</p></body></html>","htmlText":"<html><head></head><body><p>G</p></body></html>","text":"G","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/355760325","repostId":1154792664,"repostType":4,"repost":{"id":"1154792664","kind":"news","pubTimestamp":1617101926,"share":"https://www.laohu8.com/m/news/1154792664?lang=zh_CN&edition=full","pubTime":"2021-03-30 18:58","market":"us","language":"en","title":"Cathie Wood Bought 3 High-Growth Tech Stocks That Could Be the Next 10-Baggers<blockquote>凯西·伍德 (Cathie Wood) 购买了 3 只高增长科技股，它们可能成为下一个 10 只大盘股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154792664","media":"Motley Fool","summary":"Multibaggers, or stocks that have soared many times past their original investment price, are someth","content":"<p>Multibaggers, or stocks that have soared many times past their original investment price, are something of a holy grail among investors. The rarest of them is the vaunted 10-bagger -- a stock that has increased tenfold from its original cost basis. Stocks with this type ofexplosive growth potentialare elusive.</p><p><blockquote>多袋股票，即已飙升至原始投资价格多倍的股票，是投资者心目中的圣杯。其中最罕见的是吹嘘的 10-bagger——这只股票比原来的成本增加了十倍。具有这种爆炸性增长潜力的股票难以捉摸。</blockquote></p><p>If there's one investor with a knack for finding disruptive stocks that could grow many times their original investment, it's Cathie Wood. The founder and CEO of ARK Investment Management proved her mettle when her five flagshipexchange-traded funds(ETFs) each grew by more than 100% last year, beating the broader markets by a country mile.</p><p><blockquote>如果说有一位投资者擅长寻找颠覆性股票，这些股票的涨幅可能是原始投资的许多倍，那就是凯西·伍德。ARK Investment Management 的创始人兼首席执行官证明了她的勇气，她的五只旗舰交易所交易基金 (ETF) 去年的增长率均超过 100%，比大盘高出一英里。</blockquote></p><p>In recent weeks, Wall Street has temporarilysoured on high-growth equities, pushing the tech-heavy<b>Nasdaq</b>into correction territory. That hasn't stopped Wood from picking up technology stocks that could deliver game-changing results and eventually find themselves in the exclusive 10-bagger club.</p><p><blockquote>最近几周，华尔街暂时减持高增长股票，推高了以科技股为主的股票<b>纳斯达克</b>进入矫正区。但这并没有阻止伍德购买可能带来改变游戏规则结果的科技股，并最终发现自己加入了独家 10 袋俱乐部。</blockquote></p><p><b>Schrodinger: Providing a speedier path to new drug discovery</b></p><p><blockquote><b>薛定谔：为新药发现提供更快的途径</b></blockquote></p><p>Unless you work in the biopharmaceutical industry, you've probably never heard of<b>Schrodinger</b>(NASDAQ:SDGR). The company provides a platform that helps biopharmaceutical companies discover new treatments more quickly than traditional methods. The company'ssoftware-as-a-serviceplatform, which incorporates physics, data analytics, predictive analysis, and artificial intelligence, performs state-of-the-art simulations that lead to quicker and cheaper drug development and the discovery of novel treatment options.</p><p><blockquote>除非你在生物制药行业工作，否则你可能从未听说过<b>薛定谔</b>（纳斯达克股票代码：SDGR）。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台结合了物理学、数据分析、预测分析和人工智能，执行最先进的模拟，从而实现更快、更便宜的药物开发和新治疗方案的发现。</blockquote></p><p>Backed by Bill Gates, Schrodinger went public early last year, and the small company has had an impressive start. In 2020, revenue grew 26% year over year, driven by software revenue that increased 39%. Gross profit grew 29%, which helps illustrate the scalability of the company's model, though it's currently still unprofitable.</p><p><blockquote>在比尔·盖茨的支持下，薛定谔于去年年初上市，这家小公司取得了令人印象深刻的开局。2020年，在软件收入增长39%的推动下，收入同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍不盈利。</blockquote></p><p>Its customer metrics are equally impressive. Last year, the number of customers with $1,000 in annual contract value (ACV) grew 16%, while those with ACV of $100,000 grew at 17%. More importantly, however, is that large customers with ACV of more than $1 million grew by 60%, and customer retention clocked in a 99%. If these trends continue, the company has a bright future.</p><p><blockquote>其客户指标同样令人印象深刻。去年，年合同价值 (ACV) 为 1,000 美元的客户数量增长了 16%，而 ACV 为 100,000 美元的客户数量增长了 17%。然而，更重要的是，ACV超过100万美元的大客户增长了60%，客户保留率达到了99%。如果这些趋势继续下去，该公司将拥有光明的未来。</blockquote></p><p>Wood has been consistently adding to the<b>ARK Genomic Revolution</b>(NYSEMKT:ARKG)ETF's position in Schrodinger. With last week's purchases, the company has become a Top 20 position, representing nearly 2% of the $7.67 billion in assets under management.</p><p><blockquote>伍德一直在增加<b>方舟基因组革命</b>(NYSEMKT:ARKG)ETF 在薛定谔的头寸。随着上周的收购，该公司已跻身前 20 名，占管理资产 76.7 亿美元的近 2%。</blockquote></p><p>Schrodinger is sitting in the catbird seat, at the heart of the digital transformation of drug discovery, and with a market cap of just $5 billion, it's easy to envision a path where Schrödinger could grow tenfold.</p><p><blockquote>薛定谔坐在猫鸟座位上，处于药物发现数字化转型的核心，市值仅为 50 亿美元，很容易想象薛定谔可以增长十倍的道路。</blockquote></p><p><b>Opendoor Technologies: Embracing the changing face of real estate</b></p><p><blockquote><b>Opendoor Technologies：拥抱房地产的变化</b></blockquote></p><p>The real estate industry is also in the midst of a paradigm shift, as it embraces a digital transformation. For example,<b>Opendoor Technologies</b>(NASDAQ:OPEN)developed an app-based platform that makes buying and selling a home a cinch. Homeowners can sell their property directly to Opendoor, which will then renovate and sell the home at a profit, or they can choose to sell to other buyers, all for a flat fee of 5% of the home's value. By eliminating the need for the traditional real estate agent, the company is carving out a growing and profitable niche for itself. Opendoor drew the attention of special-purpose acquisition company pioneer Chamath Palihapitiya's Social Capital Hedosophia Holdings, which brought Opendoor public late last year.</p><p><blockquote>房地产行业也正处于范式转变之中，因为它拥抱了数字化转型。例如，<b>Opendoor技术</b>（纳斯达克股票代码：OPEN）开发了一个基于应用程序的平台，让买卖房屋变得轻而易举。房主可以直接将房产出售给Opendoor，Opendoor将翻新并出售房屋获利，或者他们可以选择出售给其他买家，所有费用均为房屋价值的5%。通过消除对传统房地产经纪人的需求，该公司正在为自己开辟一个不断增长且有利可图的利基市场。Opendoor 引起了特殊目的收购公司先驱 Chamath Palihapitiya 的社会资本 Hedosophia Holdings 的注意，该公司于去年年底将 Opendoor 上市。</blockquote></p><p>Like many real estate companies, Opendoor was initially hit by the pandemic, but it's staging a comeback. While revenue slipped 46% year over year, the company's gross profit margin grew to 8.5% of sales, up from 6.4%. The pandemic-driven housing boom should help Opendoor further scale its business. The company was still unprofitable in 2020, but it cut its net loss by 15%.</p><p><blockquote>与许多房地产公司一样，Opendoor 最初受到了疫情的打击，但它正在卷土重来。尽管收入同比下滑 46%，但该公司的毛利率从销售额的 6.4% 增长至 8.5%。疫情推动的房地产繁荣应该有助于 Opendoor 进一步扩大业务规模。该公司2020年仍未盈利，但净亏损减少了15%。</blockquote></p><p><b>ARK Next Generation Internet</b>(NYSEMKT:ARKW)ETF and<b>ARK Fintech Innovation</b>(NYSEMKT:ARKF)both scooped up shares of Opendoor last week. The company is a significant holding for both funds, representing 2.32% and 2.83%, respectively, of the funds' holdings. The digital revolution is still in the early stages in the real estate industry, and with a market cap of just $13 billion, Opendoor could eventually be a 10-bagger from here.</p><p><blockquote><b>方舟下一代互联网</b>(NYSEMKT:ARKW)ETF 和<b>方舟金融科技创新</b>(NYSEMKT:ARKF)两人上周都买入了 Opendoor 的股票。该公司是两只基金的重要持股，分别占基金持股的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，Opendoor 的市值仅为 130 亿美元，最终可能会成为 10 亿美元的巨头。</blockquote></p><p><b>Skillz: A mobile gaming powerhouse</b></p><p><blockquote><b>Skillz：移动游戏巨头</b></blockquote></p><p><b>Skillz</b>(NYSE:SKLZ)is a relative newcomer to the gaming industry, but it has carved out a growing niche for itself in the area of mobile gaming and esports. The company's platform can turn virtually any mobile game into a competition, where players can accumulate points or compete for cash and prizes. Mobile games have found a large and growing audience over the past year, helping fuel Skillz's popularity.</p><p><blockquote><b>技能</b>（纽约证券交易所股票代码：SKLZ）是游戏行业的相对新手，但它在移动游戏和电子竞技领域为自己开辟了一个不断增长的利基市场。该公司的平台几乎可以将任何手机游戏变成一场比赛，玩家可以积累积分或争夺现金和奖品。在过去的一年里，手机游戏找到了大量且不断增长的受众，这有助于推动Skillz的受欢迎程度。</blockquote></p><p></p><p>For the year ended Dec. 31, revenue grew 92% year over year, while gross profit increased by 91%. The company's net loss worsened by 408%, as Skillz races to add new users. The company has determined that the lifetime value of new members far outstrips the cost of adding them now. This will no doubt increase the leverage of its platform, helping multiply future profits. The strategy is working as new players are flocking to the platform. The number of monthly active users grew 121%, although the average revenue per paying monthly active user slipped by about 12%.</p><p><blockquote>截至12月31日的年度，收入同比增长92%，毛利润增长91%。随着 Skillz 竞相增加新用户，该公司的净亏损恶化了 408%。该公司已经确定，新会员的终身价值远远超过现在添加他们的成本。这无疑将增加其平台的杠杆作用，有助于成倍增加未来的利润。随着新玩家涌向该平台，这一策略正在发挥作用。月活跃用户数量增长了121%，尽管每个付费月活跃用户的平均收入下滑了约12%。</blockquote></p><p>Mobile gaming is the fastest-growing segment of the gaming industry. It's already a $68 billion business, and the market is expected to climb to $150 billion by 2025. Wood is no doubt keenly aware of the growing market opportunity, as Skillz is a Top 20 holding of the ARK Next Generation Internet ETF, at 1.75% of the $5.27 billion in funds under management. With Skillz's market cap of just $7 billion, it isn't hard to foresee a path for the stock to increase by 10 times its current value.</p><p><blockquote>移动游戏是游戏行业增长最快的部分。这已经是一个680亿美元的业务，预计到2025年市场将攀升至1500亿美元。Wood 无疑敏锐地意识到不断增长的市场机会，因为 Skillz 是 ARK Next Generation Internet ETF 的前 20 只持股，占管理基金 52.7 亿美元的 1.75%。Skillz 的市值仅为 70 亿美元，不难预见该股的市值将增长 10 倍。</blockquote></p><p><img src=\"https://static.tigerbbs.com/a6757c78c75e17af9f7503156bd95297\" tg-width=\"729\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>The fine print</b></p><p><blockquote><b>细则</b></blockquote></p><p>For any of these stocks to become 10-baggers, a lot will have to go right, and plenty could still go wrong to trip them up. Simply put, these nascent businesses have a lot to prove if they want to make the grade over the long term. That said, and given the potential for outsize gains, it isn't surprising that Cathie Wood is increasing ARK's exposure to thesenascent companies. As the preceding chart illustrates, they've also become caught up in the broader sell-off that has plagued tech stocks since early February, making them relative bargains by comparison.</p><p><blockquote>对于这些股票中的任何一只要想成为 10 袋股票，很多股票都必须正确，而且很多股票仍然可能出错，从而绊倒它们。简而言之，如果这些新兴企业想从长远来看取得好成绩，他们有很多需要证明的地方。也就是说，考虑到巨额利润的潜力，凯西·伍德增加方舟对这些新兴公司的敞口也就不足为奇了。正如上图表所示，它们也陷入了自 2 月初以来困扰科技股的更广泛抛售，相比之下，它们的价格相对便宜。</blockquote></p><p>It's also important to note that none of these companies is yet profitable, and while they're cheaper than they were, they still carry a frothy sticker price -- at least in terms of traditional valuation metrics. Schrodinger, Skillz, and Opendoor are selling for 36, 19, and 3 times sales, respectively -- when a good price-to-sales ratio for a stock is generally between 1 and 2.</p><p><blockquote>同样重要的是要注意，这些公司都还没有盈利，虽然它们比以前便宜，但它们的标价仍然很高——至少就传统估值指标而言是这样。Schrodinger、Skillz 和 Opendoor 的售价分别是销售额的 36 倍、19 倍和 3 倍，而股票的良好市销率通常在 1 到 2 之间。</blockquote></p><p>However, investors have thus far been willing to pay up for the disruptive technology and the potential to achieve the 10-bagger status that each of these companies offers.</p><p><blockquote>然而，迄今为止，投资者一直愿意为颠覆性技术以及实现这些公司所提供的10袋地位的潜力买单。</blockquote></p><p></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>Cathie Wood Bought 3 High-Growth Tech Stocks That Could Be the Next 10-Baggers<blockquote>凯西·伍德 (Cathie Wood) 购买了 3 只高增长科技股，它们可能成为下一个 10 只大盘股</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Bought 3 High-Growth Tech Stocks That Could Be the Next 10-Baggers<blockquote>凯西·伍德 (Cathie Wood) 购买了 3 只高增长科技股，它们可能成为下一个 10 只大盘股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-30 18:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Multibaggers, or stocks that have soared many times past their original investment price, are something of a holy grail among investors. The rarest of them is the vaunted 10-bagger -- a stock that has increased tenfold from its original cost basis. Stocks with this type ofexplosive growth potentialare elusive.</p><p><blockquote>多袋股票，即已飙升至原始投资价格多倍的股票，是投资者心目中的圣杯。其中最罕见的是吹嘘的 10-bagger——这只股票比原来的成本增加了十倍。具有这种爆炸性增长潜力的股票难以捉摸。</blockquote></p><p>If there's one investor with a knack for finding disruptive stocks that could grow many times their original investment, it's Cathie Wood. The founder and CEO of ARK Investment Management proved her mettle when her five flagshipexchange-traded funds(ETFs) each grew by more than 100% last year, beating the broader markets by a country mile.</p><p><blockquote>如果说有一位投资者擅长寻找颠覆性股票，这些股票的涨幅可能是原始投资的许多倍，那就是凯西·伍德。ARK Investment Management 的创始人兼首席执行官证明了她的勇气，她的五只旗舰交易所交易基金 (ETF) 去年的增长率均超过 100%，比大盘高出一英里。</blockquote></p><p>In recent weeks, Wall Street has temporarilysoured on high-growth equities, pushing the tech-heavy<b>Nasdaq</b>into correction territory. That hasn't stopped Wood from picking up technology stocks that could deliver game-changing results and eventually find themselves in the exclusive 10-bagger club.</p><p><blockquote>最近几周，华尔街暂时减持高增长股票，推高了以科技股为主的股票<b>纳斯达克</b>进入矫正区。但这并没有阻止伍德购买可能带来改变游戏规则结果的科技股，并最终发现自己加入了独家 10 袋俱乐部。</blockquote></p><p><b>Schrodinger: Providing a speedier path to new drug discovery</b></p><p><blockquote><b>薛定谔：为新药发现提供更快的途径</b></blockquote></p><p>Unless you work in the biopharmaceutical industry, you've probably never heard of<b>Schrodinger</b>(NASDAQ:SDGR). The company provides a platform that helps biopharmaceutical companies discover new treatments more quickly than traditional methods. The company'ssoftware-as-a-serviceplatform, which incorporates physics, data analytics, predictive analysis, and artificial intelligence, performs state-of-the-art simulations that lead to quicker and cheaper drug development and the discovery of novel treatment options.</p><p><blockquote>除非你在生物制药行业工作，否则你可能从未听说过<b>薛定谔</b>（纳斯达克股票代码：SDGR）。该公司提供了一个平台，帮助生物制药公司比传统方法更快地发现新的治疗方法。该公司的软件即服务平台结合了物理学、数据分析、预测分析和人工智能，执行最先进的模拟，从而实现更快、更便宜的药物开发和新治疗方案的发现。</blockquote></p><p>Backed by Bill Gates, Schrodinger went public early last year, and the small company has had an impressive start. In 2020, revenue grew 26% year over year, driven by software revenue that increased 39%. Gross profit grew 29%, which helps illustrate the scalability of the company's model, though it's currently still unprofitable.</p><p><blockquote>在比尔·盖茨的支持下，薛定谔于去年年初上市，这家小公司取得了令人印象深刻的开局。2020年，在软件收入增长39%的推动下，收入同比增长26%。毛利润增长了29%，这有助于说明该公司模式的可扩展性，尽管目前仍不盈利。</blockquote></p><p>Its customer metrics are equally impressive. Last year, the number of customers with $1,000 in annual contract value (ACV) grew 16%, while those with ACV of $100,000 grew at 17%. More importantly, however, is that large customers with ACV of more than $1 million grew by 60%, and customer retention clocked in a 99%. If these trends continue, the company has a bright future.</p><p><blockquote>其客户指标同样令人印象深刻。去年，年合同价值 (ACV) 为 1,000 美元的客户数量增长了 16%，而 ACV 为 100,000 美元的客户数量增长了 17%。然而，更重要的是，ACV超过100万美元的大客户增长了60%，客户保留率达到了99%。如果这些趋势继续下去，该公司将拥有光明的未来。</blockquote></p><p>Wood has been consistently adding to the<b>ARK Genomic Revolution</b>(NYSEMKT:ARKG)ETF's position in Schrodinger. With last week's purchases, the company has become a Top 20 position, representing nearly 2% of the $7.67 billion in assets under management.</p><p><blockquote>伍德一直在增加<b>方舟基因组革命</b>(NYSEMKT:ARKG)ETF 在薛定谔的头寸。随着上周的收购，该公司已跻身前 20 名，占管理资产 76.7 亿美元的近 2%。</blockquote></p><p>Schrodinger is sitting in the catbird seat, at the heart of the digital transformation of drug discovery, and with a market cap of just $5 billion, it's easy to envision a path where Schrödinger could grow tenfold.</p><p><blockquote>薛定谔坐在猫鸟座位上，处于药物发现数字化转型的核心，市值仅为 50 亿美元，很容易想象薛定谔可以增长十倍的道路。</blockquote></p><p><b>Opendoor Technologies: Embracing the changing face of real estate</b></p><p><blockquote><b>Opendoor Technologies：拥抱房地产的变化</b></blockquote></p><p>The real estate industry is also in the midst of a paradigm shift, as it embraces a digital transformation. For example,<b>Opendoor Technologies</b>(NASDAQ:OPEN)developed an app-based platform that makes buying and selling a home a cinch. Homeowners can sell their property directly to Opendoor, which will then renovate and sell the home at a profit, or they can choose to sell to other buyers, all for a flat fee of 5% of the home's value. By eliminating the need for the traditional real estate agent, the company is carving out a growing and profitable niche for itself. Opendoor drew the attention of special-purpose acquisition company pioneer Chamath Palihapitiya's Social Capital Hedosophia Holdings, which brought Opendoor public late last year.</p><p><blockquote>房地产行业也正处于范式转变之中，因为它拥抱了数字化转型。例如，<b>Opendoor技术</b>（纳斯达克股票代码：OPEN）开发了一个基于应用程序的平台，让买卖房屋变得轻而易举。房主可以直接将房产出售给Opendoor，Opendoor将翻新并出售房屋获利，或者他们可以选择出售给其他买家，所有费用均为房屋价值的5%。通过消除对传统房地产经纪人的需求，该公司正在为自己开辟一个不断增长且有利可图的利基市场。Opendoor 引起了特殊目的收购公司先驱 Chamath Palihapitiya 的社会资本 Hedosophia Holdings 的注意，该公司于去年年底将 Opendoor 上市。</blockquote></p><p>Like many real estate companies, Opendoor was initially hit by the pandemic, but it's staging a comeback. While revenue slipped 46% year over year, the company's gross profit margin grew to 8.5% of sales, up from 6.4%. The pandemic-driven housing boom should help Opendoor further scale its business. The company was still unprofitable in 2020, but it cut its net loss by 15%.</p><p><blockquote>与许多房地产公司一样，Opendoor 最初受到了疫情的打击，但它正在卷土重来。尽管收入同比下滑 46%，但该公司的毛利率从销售额的 6.4% 增长至 8.5%。疫情推动的房地产繁荣应该有助于 Opendoor 进一步扩大业务规模。该公司2020年仍未盈利，但净亏损减少了15%。</blockquote></p><p><b>ARK Next Generation Internet</b>(NYSEMKT:ARKW)ETF and<b>ARK Fintech Innovation</b>(NYSEMKT:ARKF)both scooped up shares of Opendoor last week. The company is a significant holding for both funds, representing 2.32% and 2.83%, respectively, of the funds' holdings. The digital revolution is still in the early stages in the real estate industry, and with a market cap of just $13 billion, Opendoor could eventually be a 10-bagger from here.</p><p><blockquote><b>方舟下一代互联网</b>(NYSEMKT:ARKW)ETF 和<b>方舟金融科技创新</b>(NYSEMKT:ARKF)两人上周都买入了 Opendoor 的股票。该公司是两只基金的重要持股，分别占基金持股的2.32%和2.83%。数字革命在房地产行业仍处于早期阶段，Opendoor 的市值仅为 130 亿美元，最终可能会成为 10 亿美元的巨头。</blockquote></p><p><b>Skillz: A mobile gaming powerhouse</b></p><p><blockquote><b>Skillz：移动游戏巨头</b></blockquote></p><p><b>Skillz</b>(NYSE:SKLZ)is a relative newcomer to the gaming industry, but it has carved out a growing niche for itself in the area of mobile gaming and esports. The company's platform can turn virtually any mobile game into a competition, where players can accumulate points or compete for cash and prizes. Mobile games have found a large and growing audience over the past year, helping fuel Skillz's popularity.</p><p><blockquote><b>技能</b>（纽约证券交易所股票代码：SKLZ）是游戏行业的相对新手，但它在移动游戏和电子竞技领域为自己开辟了一个不断增长的利基市场。该公司的平台几乎可以将任何手机游戏变成一场比赛，玩家可以积累积分或争夺现金和奖品。在过去的一年里，手机游戏找到了大量且不断增长的受众，这有助于推动Skillz的受欢迎程度。</blockquote></p><p></p><p>For the year ended Dec. 31, revenue grew 92% year over year, while gross profit increased by 91%. The company's net loss worsened by 408%, as Skillz races to add new users. The company has determined that the lifetime value of new members far outstrips the cost of adding them now. This will no doubt increase the leverage of its platform, helping multiply future profits. The strategy is working as new players are flocking to the platform. The number of monthly active users grew 121%, although the average revenue per paying monthly active user slipped by about 12%.</p><p><blockquote>截至12月31日的年度，收入同比增长92%，毛利润增长91%。随着 Skillz 竞相增加新用户，该公司的净亏损恶化了 408%。该公司已经确定，新会员的终身价值远远超过现在添加他们的成本。这无疑将增加其平台的杠杆作用，有助于成倍增加未来的利润。随着新玩家涌向该平台，这一策略正在发挥作用。月活跃用户数量增长了121%，尽管每个付费月活跃用户的平均收入下滑了约12%。</blockquote></p><p>Mobile gaming is the fastest-growing segment of the gaming industry. It's already a $68 billion business, and the market is expected to climb to $150 billion by 2025. Wood is no doubt keenly aware of the growing market opportunity, as Skillz is a Top 20 holding of the ARK Next Generation Internet ETF, at 1.75% of the $5.27 billion in funds under management. With Skillz's market cap of just $7 billion, it isn't hard to foresee a path for the stock to increase by 10 times its current value.</p><p><blockquote>移动游戏是游戏行业增长最快的部分。这已经是一个680亿美元的业务，预计到2025年市场将攀升至1500亿美元。Wood 无疑敏锐地意识到不断增长的市场机会，因为 Skillz 是 ARK Next Generation Internet ETF 的前 20 只持股，占管理基金 52.7 亿美元的 1.75%。Skillz 的市值仅为 70 亿美元，不难预见该股的市值将增长 10 倍。</blockquote></p><p><img src=\"https://static.tigerbbs.com/a6757c78c75e17af9f7503156bd95297\" tg-width=\"729\" tg-height=\"492\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>The fine print</b></p><p><blockquote><b>细则</b></blockquote></p><p>For any of these stocks to become 10-baggers, a lot will have to go right, and plenty could still go wrong to trip them up. Simply put, these nascent businesses have a lot to prove if they want to make the grade over the long term. That said, and given the potential for outsize gains, it isn't surprising that Cathie Wood is increasing ARK's exposure to thesenascent companies. As the preceding chart illustrates, they've also become caught up in the broader sell-off that has plagued tech stocks since early February, making them relative bargains by comparison.</p><p><blockquote>对于这些股票中的任何一只要想成为 10 袋股票，很多股票都必须正确，而且很多股票仍然可能出错，从而绊倒它们。简而言之，如果这些新兴企业想从长远来看取得好成绩，他们有很多需要证明的地方。也就是说，考虑到巨额利润的潜力，凯西·伍德增加方舟对这些新兴公司的敞口也就不足为奇了。正如上图表所示，它们也陷入了自 2 月初以来困扰科技股的更广泛抛售，相比之下，它们的价格相对便宜。</blockquote></p><p>It's also important to note that none of these companies is yet profitable, and while they're cheaper than they were, they still carry a frothy sticker price -- at least in terms of traditional valuation metrics. Schrodinger, Skillz, and Opendoor are selling for 36, 19, and 3 times sales, respectively -- when a good price-to-sales ratio for a stock is generally between 1 and 2.</p><p><blockquote>同样重要的是要注意，这些公司都还没有盈利，虽然它们比以前便宜，但它们的标价仍然很高——至少就传统估值指标而言是这样。Schrodinger、Skillz 和 Opendoor 的售价分别是销售额的 36 倍、19 倍和 3 倍，而股票的良好市销率通常在 1 到 2 之间。</blockquote></p><p>However, investors have thus far been willing to pay up for the disruptive technology and the potential to achieve the 10-bagger status that each of these companies offers.</p><p><blockquote>然而，迄今为止，投资者一直愿意为颠覆性技术以及实现这些公司所提供的10袋地位的潜力买单。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/30/cathie-wood-bought-3-high-growth-tech-stocks-that/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9b7efcf2941c835778d2759c1d7a1b3","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/30/cathie-wood-bought-3-high-growth-tech-stocks-that/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154792664","content_text":"Multibaggers, or stocks that have soared many times past their original investment price, are something of a holy grail among investors. The rarest of them is the vaunted 10-bagger -- a stock that has increased tenfold from its original cost basis. Stocks with this type ofexplosive growth potentialare elusive.If there's one investor with a knack for finding disruptive stocks that could grow many times their original investment, it's Cathie Wood. The founder and CEO of ARK Investment Management proved her mettle when her five flagshipexchange-traded funds(ETFs) each grew by more than 100% last year, beating the broader markets by a country mile.In recent weeks, Wall Street has temporarilysoured on high-growth equities, pushing the tech-heavyNasdaqinto correction territory. That hasn't stopped Wood from picking up technology stocks that could deliver game-changing results and eventually find themselves in the exclusive 10-bagger club.Schrodinger: Providing a speedier path to new drug discoveryUnless you work in the biopharmaceutical industry, you've probably never heard ofSchrodinger(NASDAQ:SDGR). The company provides a platform that helps biopharmaceutical companies discover new treatments more quickly than traditional methods. The company'ssoftware-as-a-serviceplatform, which incorporates physics, data analytics, predictive analysis, and artificial intelligence, performs state-of-the-art simulations that lead to quicker and cheaper drug development and the discovery of novel treatment options.Backed by Bill Gates, Schrodinger went public early last year, and the small company has had an impressive start. In 2020, revenue grew 26% year over year, driven by software revenue that increased 39%. Gross profit grew 29%, which helps illustrate the scalability of the company's model, though it's currently still unprofitable.Its customer metrics are equally impressive. Last year, the number of customers with $1,000 in annual contract value (ACV) grew 16%, while those with ACV of $100,000 grew at 17%. More importantly, however, is that large customers with ACV of more than $1 million grew by 60%, and customer retention clocked in a 99%. If these trends continue, the company has a bright future.Wood has been consistently adding to theARK Genomic Revolution(NYSEMKT:ARKG)ETF's position in Schrodinger. With last week's purchases, the company has become a Top 20 position, representing nearly 2% of the $7.67 billion in assets under management.Schrodinger is sitting in the catbird seat, at the heart of the digital transformation of drug discovery, and with a market cap of just $5 billion, it's easy to envision a path where Schrödinger could grow tenfold.Opendoor Technologies: Embracing the changing face of real estateThe real estate industry is also in the midst of a paradigm shift, as it embraces a digital transformation. For example,Opendoor Technologies(NASDAQ:OPEN)developed an app-based platform that makes buying and selling a home a cinch. Homeowners can sell their property directly to Opendoor, which will then renovate and sell the home at a profit, or they can choose to sell to other buyers, all for a flat fee of 5% of the home's value. By eliminating the need for the traditional real estate agent, the company is carving out a growing and profitable niche for itself. Opendoor drew the attention of special-purpose acquisition company pioneer Chamath Palihapitiya's Social Capital Hedosophia Holdings, which brought Opendoor public late last year.Like many real estate companies, Opendoor was initially hit by the pandemic, but it's staging a comeback. While revenue slipped 46% year over year, the company's gross profit margin grew to 8.5% of sales, up from 6.4%. The pandemic-driven housing boom should help Opendoor further scale its business. The company was still unprofitable in 2020, but it cut its net loss by 15%.ARK Next Generation Internet(NYSEMKT:ARKW)ETF andARK Fintech Innovation(NYSEMKT:ARKF)both scooped up shares of Opendoor last week. The company is a significant holding for both funds, representing 2.32% and 2.83%, respectively, of the funds' holdings. The digital revolution is still in the early stages in the real estate industry, and with a market cap of just $13 billion, Opendoor could eventually be a 10-bagger from here.Skillz: A mobile gaming powerhouseSkillz(NYSE:SKLZ)is a relative newcomer to the gaming industry, but it has carved out a growing niche for itself in the area of mobile gaming and esports. The company's platform can turn virtually any mobile game into a competition, where players can accumulate points or compete for cash and prizes. Mobile games have found a large and growing audience over the past year, helping fuel Skillz's popularity.For the year ended Dec. 31, revenue grew 92% year over year, while gross profit increased by 91%. The company's net loss worsened by 408%, as Skillz races to add new users. The company has determined that the lifetime value of new members far outstrips the cost of adding them now. This will no doubt increase the leverage of its platform, helping multiply future profits. The strategy is working as new players are flocking to the platform. The number of monthly active users grew 121%, although the average revenue per paying monthly active user slipped by about 12%.Mobile gaming is the fastest-growing segment of the gaming industry. It's already a $68 billion business, and the market is expected to climb to $150 billion by 2025. Wood is no doubt keenly aware of the growing market opportunity, as Skillz is a Top 20 holding of the ARK Next Generation Internet ETF, at 1.75% of the $5.27 billion in funds under management. With Skillz's market cap of just $7 billion, it isn't hard to foresee a path for the stock to increase by 10 times its current value.The fine printFor any of these stocks to become 10-baggers, a lot will have to go right, and plenty could still go wrong to trip them up. Simply put, these nascent businesses have a lot to prove if they want to make the grade over the long term. That said, and given the potential for outsize gains, it isn't surprising that Cathie Wood is increasing ARK's exposure to thesenascent companies. As the preceding chart illustrates, they've also become caught up in the broader sell-off that has plagued tech stocks since early February, making them relative bargains by comparison.It's also important to note that none of these companies is yet profitable, and while they're cheaper than they were, they still carry a frothy sticker price -- at least in terms of traditional valuation metrics. Schrodinger, Skillz, and Opendoor are selling for 36, 19, and 3 times sales, respectively -- when a good price-to-sales ratio for a stock is generally between 1 and 2.However, investors have thus far been willing to pay up for the disruptive technology and the potential to achieve the 10-bagger status that each of these companies offers.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":974,"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":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/355760325"}
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