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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":356004041,"tweetId":"356004041","gmtCreate":1616737757983,"gmtModify":1634524275897,"author":{"id":3556686860609721,"idStr":"3556686860609721","authorId":3556686860609721,"authorIdStr":"3556686860609721","name":"Trader2747","avatar":"https://static.tigerbbs.com/c65c7dffb0ffb07fc49c8c8d10be6be5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Hi</body></html>","htmlText":"<html><head></head><body>Hi</body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/356004041","repostId":1118063017,"repostType":4,"repost":{"id":"1118063017","kind":"news","pubTimestamp":1616736433,"share":"https://www.laohu8.com/m/news/1118063017?lang=zh_CN&edition=full","pubTime":"2021-03-26 13:27","market":"us","language":"en","title":"3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德上周购买的 3 只股票可以让你致富</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118063017","media":"fool","summary":"Cathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment mana","content":"Cathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment managed five flagshipexchange-traded funds(ETFs) that crushed the returns of the broader market last year, with each returning more than 100%. The results aren't too surprising, given Wood's focus on disruptive and emerging technologies that got a boost during the pandemic.<blockquote>凯西·伍德在2020年声名鹊起。ARK Investment 的创始人兼首席执行官管理着五只旗舰交易所交易基金 (ETF)，这些基金去年的回报率超过了大盘，每只基金的回报率都超过 100%。考虑到伍德对颠覆性和新兴技术的关注，这些技术在疫情期间得到了推动，结果并不令人意外。</blockquote> Finding companies that are market leaders in their respective areas, boast significant secular tailwinds, and have large and growing addressable markets can deliver game-changing returns that could make you a fortune. Let's look at three companies that Wood was buying last week that fit the bill.<blockquote>寻找在各自领域处于市场领导者地位、拥有重要的长期推动力、拥有庞大且不断增长的潜在市场的公司，可以带来改变游戏规则的回报，让您大发横财。让我们来看看伍德上周收购的三家符合要求的公司。</blockquote> Twilio: The leader in app- and software-based communication<blockquote>Twilio：基于应用和软件的通信领域的领导者</blockquote> One of the biggest takeaways from 2020 was the need for customers to be able to communicate with businesses quickly and easily without having to track down the right channel. That's whereTwiliocomes in. Real-time text message? Check. In-app customer service chats? Check. One-click phone calls? Check.<blockquote>2020年最大的收获之一是客户需要能够快速轻松地与企业沟通，而无需找到正确的渠道。就在那里特维利奥进来了。实时短信？检查。应用内客服聊天？检查。一键电话评级？检查。</blockquote> While it's not a household name, many customers use the company's tools without ever knowing. The arrival estimates fromUber&nbsp;andLyft? The real-time update that your table is ready now viaYelp? The online chat with yourDell&nbsp;customer service representative? If you've experienced any of those (or a multitude of others), there's a pretty good chance it was the result of Twilio's technology. The company provides thecloud-basedbuilding blocks that help businesses communicate with their customers, all without ever leaving the app.<blockquote>虽然它不是一个家喻户晓的名字，但许多客户在不知情的情况下使用该公司的工具。到达估计来自优步和Lyft?表现已准备就绪的实时更新通过Yelp?与您的在线聊天戴尔客服代表？如果你经历过这些（或许多其他），很有可能这是Twilio技术的结果。该公司提供基于云的构建模块，帮助企业与客户沟通，而无需离开应用程序。</blockquote> The company gained a host of new converts last year. Revenue grew 55%, while adjusted profit climbed 57%. Robust customer acquisitions fueled its growth, as Twilio's total active customers rose 23% to 221,000. Not only is the company attracting new users, but its existing customers are spending more, as evidenced by its dollar-based net expansion rate, which grew to 139%.<blockquote>该公司去年获得了大量新的皈依者。收入增长 55%，调整后利润增长 57%。强劲的客户获取推动了其增长，Twilio 的活跃客户总数增长了 23%，达到 221,000 名。该公司不仅吸引了新用户，而且现有客户的支出也在增加，其美元净增长率增长至 139% 就证明了这一点。</blockquote> Twilio has big ambitions, however, with the goal of becoming the leading customer engagement platform. It's making progress toward that objective, with the recent acquisitions of email communications specialist SendGrid and customer data platform Segment. These expanded the company's already sizable opportunity. Management is now forecasting that Twilio's total addressable market will grow to $87 billion by 2023. The company generated revenue of just $1.76 billion in 2020, which helps illustrate the magnitude of the opportunity ahead.<blockquote>然而，Twilio有着远大的野心，目标是成为领先的客户参与平台。随着最近收购电子邮件通信专家 SendGrid 和客户数据平台部门，该公司正在朝着这一目标取得进展。这些扩大了公司本已相当大的机会。管理层目前预测，到 2023 年，Twilio 的潜在市场总额将增长至 870 亿美元。该公司 2020 年收入仅为 17.6 亿美元，这有助于说明未来机遇的重要性。</blockquote> With all that going for the company, it isn't surprising thatARK InnovationETF andARK Next Generation InternetETF both increased their positions in Twilio last week, now representing 2.45% and 2.3% of their holdings, respectively.<blockquote>随着公司的发展，这并不奇怪方舟创新ETF和方舟下一代互联网ETF 上周均增加了对 Twilio 的持仓，目前分别占其持仓的 2.45% 和 2.3%。</blockquote> Teladoc: The future of medicine<blockquote>Teladoc：医学的未来</blockquote> Another lesson gleaned over the past year has been the ease and utility offered by telemedicine. The ability to see your healthcare provider without ever leaving the comfort of your home has implications that will last far beyond the pandemic. As the leading provider of telehealth services,Teladoc Healthis at the forefront of the digital health revolution.<blockquote>过去一年吸取的另一个教训是远程医疗提供的便利性和实用性。足不出户就能看到你的医疗服务提供者，这种能力的影响将远远超出疫情。作为领先的远程医疗服务提供商，泰拉多克健康处于数字健康革命的最前沿。</blockquote> Bears will submit that once life returns to normal, the need for telemedicine will dwindle, but the evidence suggests otherwise. A survey of 2,700 patients reported that 90% of respondents said the quality of care during digital visits was as good, if not better than, physical office visits, while 60% said they planned to use telehealth solutions even more in the future.<blockquote>熊会认为，一旦生活恢复正常，对远程医疗的需求就会减少，但证据表明并非如此。一项对2700名患者的调查报告称，90%的受访者表示，数字就诊期间的护理质量与实体办公室就诊一样好，如果不是更好的话，而60%的受访者表示，他们计划在未来更多地使用远程医疗解决方案。</blockquote> Teladoc was already generating impressive growth, but the pandemic kicked its results into high gear. Revenue grew 98% year over year in 2020, with robust growth in patient visits that soared 206%. The company's net loss also jumped, affected by a combination of acquisition-related expenses and income tax complications. Backing out those one-time charges resulted in adjustedEBITDAthat increased 298%.<blockquote>Teladoc 已经实现了令人印象深刻的增长，但疫情使其业绩进入了高速增长。2020年收入同比增长98%，患者就诊量强劲增长206%。受收购相关费用和所得税复杂性的影响，该公司的净亏损也大幅增加。取消这些一次性费用导致调整后的借方数据增加了 298%。</blockquote> The company also acquired Livongo Health, the leader in managing chronic conditions via connected devices. There are more than 147 million patients in the U.S. alone who have at least one chronic condition. Providing patients with strategies to help control these conditions is a rare win-win, improving quality of life while lowering the cost of healthcare for those dealing with diabetes, hypertension, weight management, diabetes prevention, and behavioral health.<blockquote>该公司还收购了通过联网设备管理慢性病的领导者Livongo Health。仅在美国就有超过1.47亿患者至少患有一种慢性疾病。为患者提供帮助控制这些情况的策略是一个罕见的双赢，提高了生活质量，同时降低了糖尿病、高血压、体重管理、糖尿病预防和行为健康患者的医疗保健成本。</blockquote> Post-merger, Teladoc's addressable market is estimated at more than $64 billion. Given its full-year revenue of $1.09 billion, there's a long and lucrative road ahead.<blockquote>合并后，Teladoc 的潜在市场估计超过 640 亿美元。鉴于其全年收入为 10.9 亿美元，未来还有一条漫长而有利可图的道路。</blockquote> Wood added to already sizable Teladoc holdings last week, with ARK Next Generation Internet, ARK Innovation, andARK Genomic RevolutionETFs all adding shares. This brought Teladoc to 4%, 6%, and 7% of their holdings, respectively, making it a Top 10 position in all three funds.<blockquote>Wood 上周通过 ARK Next Generation Internet、ARK Innovation 和方舟基因组革命ETF都在增加股票。这使得 Teladoc 分别占其持股的 4%、6% 和 7%，使其成为这三只基金的前 10 名。</blockquote> Zillow: The leader in digital real estate<blockquote>Zillow：数字房地产的领导者</blockquote> Zillowwas a pioneer in digital real estate long before the pandemic reared its ugly head, but there's no denying last year helped raise the company's profile. Many investors may still associate Zillow with its pioneering home value estimates website, which derived the majority of its revenue from real estate-related advertising.<blockquote>齐洛早在疫情抬头之前，它就是数字房地产的先驱，但不可否认的是，去年帮助提高了该公司的知名度。许多投资者可能仍然会将 Zillow 与其开创性的房屋价值评估网站联系起来，该网站的大部分收入来自房地产相关广告。</blockquote> In recent years, however, the company has evolved and now handles digitally enabled real estate transactions and adjacent services. Its technology and app-based services are well-positioned for the future evolution of home buying and selling. Zillow's inventory of homes for sale slumped during the height of the pandemic but has rebounded remarkably in recent months.<blockquote>然而，近年来，该公司已经发展起来，现在处理数字化的房地产交易和相关服务。其技术和基于应用程序的服务为房屋买卖的未来发展做好了充分的准备。Zillow 的待售房屋库存在疫情最严重的时候下降，但最近几个月出现了显着反弹。</blockquote> Despite the negative effect of the pandemic, Zillow grew revenue by 22%, but that doesn't tell the entire story. The company's core internet, media, and technology (IMT) segment -- which still generates the majority of its revenue -- was hardest hit, growing just 14% year over year. At the same time, its homes segment grew revenue by 26%, while its nascent mortgages segment climbed 73%. It's these newer, high-growth businesses that should have investors most excited. Zillow's adjusted EBITDA grew to an all-time high last year, which bodes well for the company's future profitability.<blockquote>尽管受到疫情的负面影响，Zillow 的收入仍增长了 22%，但这并不能说明全部情况。该公司的核心互联网、媒体和技术 (IMT) 部门（仍然产生其大部分收入）受到的打击最大，同比仅增长 14%。与此同时，其住房部门的收入增长了 26%，而新兴抵押贷款部门的收入增长了 73%。正是这些较新的、高增长的业务应该让投资者最兴奋。Zillow 去年调整后的 EBITDA 创下历史新高，这对公司未来的盈利能力来说是个好兆头。</blockquote> By reaching into every corner of the real estate transaction, Zillow hasdramatically expanded its opportunity, as management estimates its total addressable market (TAM) has increased from $19 billion to more than $2.2 trillion. The company generated just $3.3 billion in revenue last year, which highlights the long and lucrative road ahead.<blockquote>通过深入房地产交易的每个角落，Zillow 极大地扩大了其机会，管理层估计其总潜在市场 (TAM) 已从 190 亿美元增加到超过 2.2 万亿美元。该公司去年仅产生了 33 亿美元的收入，这凸显了未来漫长而有利可图的道路。</blockquote> Zillow was in ARK Invest's shopping cart again last week, as ARK Next Generation Internet and ARK Innovation were both scooping up shares.&nbsp;The online realtor now represents 2.36% and 3.46% of the funds' holdings, respectively, and is a Top 10 holding in both funds.<blockquote>Zillow 上周再次进入 ARK Investment 的购物车，因为 ARK Next Generation Internet 和 ARK Innovation 都在买入股票。这家在线房地产经纪人目前分别占这两只基金持股的 2.36% 和 3.46%，并且是两只基金的前 10 大持股。</blockquote> <img src=\"https://static.tigerbbs.com/10684a4d37800257382a1af8f73ca711\" tg-width=\"720\" tg-height=\"469\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> DATA BYYCHARTS<blockquote>数据来源：YCharts</blockquote> The fine print<blockquote>细则</blockquote> Given the striking results of the ARK Invest ETFs last year, it's hard to find fault with Wood's stock picking acumen, but the devil's in the details. With a significant concentration intechnology, only two of the five flagship ETFs are beating theS&amp;P 500&nbsp;so far this year, while three are beating theNASDAQ-- but 2021 is still young.<blockquote>鉴于 ARK Invest ETF 去年取得的惊人业绩，很难对伍德的选股敏锐度挑剔，但细节决定成败。由于高度集中在技术领域，五只旗舰 ETF 中只有两只跑赢了标普500今年到目前为止，虽然有三家公司击败了纳斯达克——但 2021 年还很年轻。</blockquote> It's also worth noting that while all three of these stocks were market-beating investments last year, they're not cheap using traditional valuation metrics. Twilio, Teladoc, and Zillow are selling for 23, 15, and six times sales, respectively -- when a good price-to-sales ratio is generally between one and two.<blockquote>还值得注意的是，虽然这三只股票去年都是跑赢市场的投资，但使用传统估值指标，它们并不便宜。Twilio、Teladoc 和 Zillow 的售价分别是销售额的 23 倍、15 倍和 6 倍，而良好的市销率通常在 1 到 2 之间。</blockquote> That said, investors -- including Cathie Wood -- have been willing to pay up for the cutting-edge technology, secular tailwinds, and massive addressable markets that each of these companies offers.<blockquote>也就是说，包括凯西·伍德在内的投资者一直愿意为这些公司提供的尖端技术、长期顺风和巨大的潜在市场买单。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德上周购买的 3 只股票可以让你致富</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\">\n3 Stocks Cathie Wood Bought Last Week That Could Just Make You Rich<blockquote>凯西·伍德上周购买的 3 只股票可以让你致富</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfool2021-03-26 13:27\n\n</h4>\n</header>\n<article>\nCathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment managed five flagshipexchange-traded funds(ETFs) that crushed the returns of the broader market last year, with each returning more than 100%. The results aren't too surprising, given Wood's focus on disruptive and emerging technologies that got a boost during the pandemic.<blockquote>凯西·伍德在2020年声名鹊起。ARK Investment 的创始人兼首席执行官管理着五只旗舰交易所交易基金 (ETF)，这些基金去年的回报率超过了大盘，每只基金的回报率都超过 100%。考虑到伍德对颠覆性和新兴技术的关注，这些技术在疫情期间得到了推动，结果并不令人意外。</blockquote> Finding companies that are market leaders in their respective areas, boast significant secular tailwinds, and have large and growing addressable markets can deliver game-changing returns that could make you a fortune. Let's look at three companies that Wood was buying last week that fit the bill.<blockquote>寻找在各自领域处于市场领导者地位、拥有重要的长期推动力、拥有庞大且不断增长的潜在市场的公司，可以带来改变游戏规则的回报，让您大发横财。让我们来看看伍德上周收购的三家符合要求的公司。</blockquote> Twilio: The leader in app- and software-based communication<blockquote>Twilio：基于应用和软件的通信领域的领导者</blockquote> One of the biggest takeaways from 2020 was the need for customers to be able to communicate with businesses quickly and easily without having to track down the right channel. That's whereTwiliocomes in. Real-time text message? Check. In-app customer service chats? Check. One-click phone calls? Check.<blockquote>2020年最大的收获之一是客户需要能够快速轻松地与企业沟通，而无需找到正确的渠道。就在那里特维利奥进来了。实时短信？检查。应用内客服聊天？检查。一键电话评级？检查。</blockquote> While it's not a household name, many customers use the company's tools without ever knowing. The arrival estimates fromUber&nbsp;andLyft? The real-time update that your table is ready now viaYelp? The online chat with yourDell&nbsp;customer service representative? If you've experienced any of those (or a multitude of others), there's a pretty good chance it was the result of Twilio's technology. The company provides thecloud-basedbuilding blocks that help businesses communicate with their customers, all without ever leaving the app.<blockquote>虽然它不是一个家喻户晓的名字，但许多客户在不知情的情况下使用该公司的工具。到达估计来自优步和Lyft?表现已准备就绪的实时更新通过Yelp?与您的在线聊天戴尔客服代表？如果你经历过这些（或许多其他），很有可能这是Twilio技术的结果。该公司提供基于云的构建模块，帮助企业与客户沟通，而无需离开应用程序。</blockquote> The company gained a host of new converts last year. Revenue grew 55%, while adjusted profit climbed 57%. Robust customer acquisitions fueled its growth, as Twilio's total active customers rose 23% to 221,000. Not only is the company attracting new users, but its existing customers are spending more, as evidenced by its dollar-based net expansion rate, which grew to 139%.<blockquote>该公司去年获得了大量新的皈依者。收入增长 55%，调整后利润增长 57%。强劲的客户获取推动了其增长，Twilio 的活跃客户总数增长了 23%，达到 221,000 名。该公司不仅吸引了新用户，而且现有客户的支出也在增加，其美元净增长率增长至 139% 就证明了这一点。</blockquote> Twilio has big ambitions, however, with the goal of becoming the leading customer engagement platform. It's making progress toward that objective, with the recent acquisitions of email communications specialist SendGrid and customer data platform Segment. These expanded the company's already sizable opportunity. Management is now forecasting that Twilio's total addressable market will grow to $87 billion by 2023. The company generated revenue of just $1.76 billion in 2020, which helps illustrate the magnitude of the opportunity ahead.<blockquote>然而，Twilio有着远大的野心，目标是成为领先的客户参与平台。随着最近收购电子邮件通信专家 SendGrid 和客户数据平台部门，该公司正在朝着这一目标取得进展。这些扩大了公司本已相当大的机会。管理层目前预测，到 2023 年，Twilio 的潜在市场总额将增长至 870 亿美元。该公司 2020 年收入仅为 17.6 亿美元，这有助于说明未来机遇的重要性。</blockquote> With all that going for the company, it isn't surprising thatARK InnovationETF andARK Next Generation InternetETF both increased their positions in Twilio last week, now representing 2.45% and 2.3% of their holdings, respectively.<blockquote>随着公司的发展，这并不奇怪方舟创新ETF和方舟下一代互联网ETF 上周均增加了对 Twilio 的持仓，目前分别占其持仓的 2.45% 和 2.3%。</blockquote> Teladoc: The future of medicine<blockquote>Teladoc：医学的未来</blockquote> Another lesson gleaned over the past year has been the ease and utility offered by telemedicine. The ability to see your healthcare provider without ever leaving the comfort of your home has implications that will last far beyond the pandemic. As the leading provider of telehealth services,Teladoc Healthis at the forefront of the digital health revolution.<blockquote>过去一年吸取的另一个教训是远程医疗提供的便利性和实用性。足不出户就能看到你的医疗服务提供者，这种能力的影响将远远超出疫情。作为领先的远程医疗服务提供商，泰拉多克健康处于数字健康革命的最前沿。</blockquote> Bears will submit that once life returns to normal, the need for telemedicine will dwindle, but the evidence suggests otherwise. A survey of 2,700 patients reported that 90% of respondents said the quality of care during digital visits was as good, if not better than, physical office visits, while 60% said they planned to use telehealth solutions even more in the future.<blockquote>熊会认为，一旦生活恢复正常，对远程医疗的需求就会减少，但证据表明并非如此。一项对2700名患者的调查报告称，90%的受访者表示，数字就诊期间的护理质量与实体办公室就诊一样好，如果不是更好的话，而60%的受访者表示，他们计划在未来更多地使用远程医疗解决方案。</blockquote> Teladoc was already generating impressive growth, but the pandemic kicked its results into high gear. Revenue grew 98% year over year in 2020, with robust growth in patient visits that soared 206%. The company's net loss also jumped, affected by a combination of acquisition-related expenses and income tax complications. Backing out those one-time charges resulted in adjustedEBITDAthat increased 298%.<blockquote>Teladoc 已经实现了令人印象深刻的增长，但疫情使其业绩进入了高速增长。2020年收入同比增长98%，患者就诊量强劲增长206%。受收购相关费用和所得税复杂性的影响，该公司的净亏损也大幅增加。取消这些一次性费用导致调整后的借方数据增加了 298%。</blockquote> The company also acquired Livongo Health, the leader in managing chronic conditions via connected devices. There are more than 147 million patients in the U.S. alone who have at least one chronic condition. Providing patients with strategies to help control these conditions is a rare win-win, improving quality of life while lowering the cost of healthcare for those dealing with diabetes, hypertension, weight management, diabetes prevention, and behavioral health.<blockquote>该公司还收购了通过联网设备管理慢性病的领导者Livongo Health。仅在美国就有超过1.47亿患者至少患有一种慢性疾病。为患者提供帮助控制这些情况的策略是一个罕见的双赢，提高了生活质量，同时降低了糖尿病、高血压、体重管理、糖尿病预防和行为健康患者的医疗保健成本。</blockquote> Post-merger, Teladoc's addressable market is estimated at more than $64 billion. Given its full-year revenue of $1.09 billion, there's a long and lucrative road ahead.<blockquote>合并后，Teladoc 的潜在市场估计超过 640 亿美元。鉴于其全年收入为 10.9 亿美元，未来还有一条漫长而有利可图的道路。</blockquote> Wood added to already sizable Teladoc holdings last week, with ARK Next Generation Internet, ARK Innovation, andARK Genomic RevolutionETFs all adding shares. This brought Teladoc to 4%, 6%, and 7% of their holdings, respectively, making it a Top 10 position in all three funds.<blockquote>Wood 上周通过 ARK Next Generation Internet、ARK Innovation 和方舟基因组革命ETF都在增加股票。这使得 Teladoc 分别占其持股的 4%、6% 和 7%，使其成为这三只基金的前 10 名。</blockquote> Zillow: The leader in digital real estate<blockquote>Zillow：数字房地产的领导者</blockquote> Zillowwas a pioneer in digital real estate long before the pandemic reared its ugly head, but there's no denying last year helped raise the company's profile. Many investors may still associate Zillow with its pioneering home value estimates website, which derived the majority of its revenue from real estate-related advertising.<blockquote>齐洛早在疫情抬头之前，它就是数字房地产的先驱，但不可否认的是，去年帮助提高了该公司的知名度。许多投资者可能仍然会将 Zillow 与其开创性的房屋价值评估网站联系起来，该网站的大部分收入来自房地产相关广告。</blockquote> In recent years, however, the company has evolved and now handles digitally enabled real estate transactions and adjacent services. Its technology and app-based services are well-positioned for the future evolution of home buying and selling. Zillow's inventory of homes for sale slumped during the height of the pandemic but has rebounded remarkably in recent months.<blockquote>然而，近年来，该公司已经发展起来，现在处理数字化的房地产交易和相关服务。其技术和基于应用程序的服务为房屋买卖的未来发展做好了充分的准备。Zillow 的待售房屋库存在疫情最严重的时候下降，但最近几个月出现了显着反弹。</blockquote> Despite the negative effect of the pandemic, Zillow grew revenue by 22%, but that doesn't tell the entire story. The company's core internet, media, and technology (IMT) segment -- which still generates the majority of its revenue -- was hardest hit, growing just 14% year over year. At the same time, its homes segment grew revenue by 26%, while its nascent mortgages segment climbed 73%. It's these newer, high-growth businesses that should have investors most excited. Zillow's adjusted EBITDA grew to an all-time high last year, which bodes well for the company's future profitability.<blockquote>尽管受到疫情的负面影响，Zillow 的收入仍增长了 22%，但这并不能说明全部情况。该公司的核心互联网、媒体和技术 (IMT) 部门（仍然产生其大部分收入）受到的打击最大，同比仅增长 14%。与此同时，其住房部门的收入增长了 26%，而新兴抵押贷款部门的收入增长了 73%。正是这些较新的、高增长的业务应该让投资者最兴奋。Zillow 去年调整后的 EBITDA 创下历史新高，这对公司未来的盈利能力来说是个好兆头。</blockquote> By reaching into every corner of the real estate transaction, Zillow hasdramatically expanded its opportunity, as management estimates its total addressable market (TAM) has increased from $19 billion to more than $2.2 trillion. The company generated just $3.3 billion in revenue last year, which highlights the long and lucrative road ahead.<blockquote>通过深入房地产交易的每个角落，Zillow 极大地扩大了其机会，管理层估计其总潜在市场 (TAM) 已从 190 亿美元增加到超过 2.2 万亿美元。该公司去年仅产生了 33 亿美元的收入，这凸显了未来漫长而有利可图的道路。</blockquote> Zillow was in ARK Invest's shopping cart again last week, as ARK Next Generation Internet and ARK Innovation were both scooping up shares.&nbsp;The online realtor now represents 2.36% and 3.46% of the funds' holdings, respectively, and is a Top 10 holding in both funds.<blockquote>Zillow 上周再次进入 ARK Investment 的购物车，因为 ARK Next Generation Internet 和 ARK Innovation 都在买入股票。这家在线房地产经纪人目前分别占这两只基金持股的 2.36% 和 3.46%，并且是两只基金的前 10 大持股。</blockquote> <img src=\"https://static.tigerbbs.com/10684a4d37800257382a1af8f73ca711\" tg-width=\"720\" tg-height=\"469\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> DATA BYYCHARTS<blockquote>数据来源：YCharts</blockquote> The fine print<blockquote>细则</blockquote> Given the striking results of the ARK Invest ETFs last year, it's hard to find fault with Wood's stock picking acumen, but the devil's in the details. With a significant concentration intechnology, only two of the five flagship ETFs are beating theS&amp;P 500&nbsp;so far this year, while three are beating theNASDAQ-- but 2021 is still young.<blockquote>鉴于 ARK Invest ETF 去年取得的惊人业绩，很难对伍德的选股敏锐度挑剔，但细节决定成败。由于高度集中在技术领域，五只旗舰 ETF 中只有两只跑赢了标普500今年到目前为止，虽然有三家公司击败了纳斯达克——但 2021 年还很年轻。</blockquote> It's also worth noting that while all three of these stocks were market-beating investments last year, they're not cheap using traditional valuation metrics. Twilio, Teladoc, and Zillow are selling for 23, 15, and six times sales, respectively -- when a good price-to-sales ratio is generally between one and two.<blockquote>还值得注意的是，虽然这三只股票去年都是跑赢市场的投资，但使用传统估值指标，它们并不便宜。Twilio、Teladoc 和 Zillow 的售价分别是销售额的 23 倍、15 倍和 6 倍，而良好的市销率通常在 1 到 2 之间。</blockquote> That said, investors -- including Cathie Wood -- have been willing to pay up for the cutting-edge technology, secular tailwinds, and massive addressable markets that each of these companies offers.<blockquote>也就是说，包括凯西·伍德在内的投资者一直愿意为这些公司提供的尖端技术、长期顺风和巨大的潜在市场买单。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/03/25/3-stocks-cathie-wood-bought-last-week-that-could-j/\">fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/25/3-stocks-cathie-wood-bought-last-week-that-could-j/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118063017","content_text":"Cathie Wood made something of a name for herself in 2020. The founder and CEO of ARK Investment managed five flagshipexchange-traded funds(ETFs) that crushed the returns of the broader market last year, with each returning more than 100%. The results aren't too surprising, given Wood's focus on disruptive and emerging technologies that got a boost during the pandemic.\nFinding companies that are market leaders in their respective areas, boast significant secular tailwinds, and have large and growing addressable markets can deliver game-changing returns that could make you a fortune. Let's look at three companies that Wood was buying last week that fit the bill.\nTwilio: The leader in app- and software-based communication\nOne of the biggest takeaways from 2020 was the need for customers to be able to communicate with businesses quickly and easily without having to track down the right channel. That's whereTwiliocomes in. Real-time text message? Check. In-app customer service chats? Check. One-click phone calls? Check.\nWhile it's not a household name, many customers use the company's tools without ever knowing. The arrival estimates fromUber andLyft? The real-time update that your table is ready now viaYelp? The online chat with yourDell customer service representative? If you've experienced any of those (or a multitude of others), there's a pretty good chance it was the result of Twilio's technology. The company provides thecloud-basedbuilding blocks that help businesses communicate with their customers, all without ever leaving the app.\nThe company gained a host of new converts last year. Revenue grew 55%, while adjusted profit climbed 57%. Robust customer acquisitions fueled its growth, as Twilio's total active customers rose 23% to 221,000. Not only is the company attracting new users, but its existing customers are spending more, as evidenced by its dollar-based net expansion rate, which grew to 139%.\nTwilio has big ambitions, however, with the goal of becoming the leading customer engagement platform. It's making progress toward that objective, with the recent acquisitions of email communications specialist SendGrid and customer data platform Segment. These expanded the company's already sizable opportunity. Management is now forecasting that Twilio's total addressable market will grow to $87 billion by 2023. The company generated revenue of just $1.76 billion in 2020, which helps illustrate the magnitude of the opportunity ahead.\nWith all that going for the company, it isn't surprising thatARK InnovationETF andARK Next Generation InternetETF both increased their positions in Twilio last week, now representing 2.45% and 2.3% of their holdings, respectively.\nTeladoc: The future of medicine\nAnother lesson gleaned over the past year has been the ease and utility offered by telemedicine. The ability to see your healthcare provider without ever leaving the comfort of your home has implications that will last far beyond the pandemic. As the leading provider of telehealth services,Teladoc Healthis at the forefront of the digital health revolution.\nBears will submit that once life returns to normal, the need for telemedicine will dwindle, but the evidence suggests otherwise. A survey of 2,700 patients reported that 90% of respondents said the quality of care during digital visits was as good, if not better than, physical office visits, while 60% said they planned to use telehealth solutions even more in the future.\nTeladoc was already generating impressive growth, but the pandemic kicked its results into high gear. Revenue grew 98% year over year in 2020, with robust growth in patient visits that soared 206%. The company's net loss also jumped, affected by a combination of acquisition-related expenses and income tax complications. Backing out those one-time charges resulted in adjustedEBITDAthat increased 298%.\nThe company also acquired Livongo Health, the leader in managing chronic conditions via connected devices. There are more than 147 million patients in the U.S. alone who have at least one chronic condition. Providing patients with strategies to help control these conditions is a rare win-win, improving quality of life while lowering the cost of healthcare for those dealing with diabetes, hypertension, weight management, diabetes prevention, and behavioral health.\nPost-merger, Teladoc's addressable market is estimated at more than $64 billion. Given its full-year revenue of $1.09 billion, there's a long and lucrative road ahead.\nWood added to already sizable Teladoc holdings last week, with ARK Next Generation Internet, ARK Innovation, andARK Genomic RevolutionETFs all adding shares. This brought Teladoc to 4%, 6%, and 7% of their holdings, respectively, making it a Top 10 position in all three funds.\nZillow: The leader in digital real estate\nZillowwas a pioneer in digital real estate long before the pandemic reared its ugly head, but there's no denying last year helped raise the company's profile. Many investors may still associate Zillow with its pioneering home value estimates website, which derived the majority of its revenue from real estate-related advertising.\nIn recent years, however, the company has evolved and now handles digitally enabled real estate transactions and adjacent services. Its technology and app-based services are well-positioned for the future evolution of home buying and selling. Zillow's inventory of homes for sale slumped during the height of the pandemic but has rebounded remarkably in recent months.\nDespite the negative effect of the pandemic, Zillow grew revenue by 22%, but that doesn't tell the entire story. The company's core internet, media, and technology (IMT) segment -- which still generates the majority of its revenue -- was hardest hit, growing just 14% year over year. At the same time, its homes segment grew revenue by 26%, while its nascent mortgages segment climbed 73%. It's these newer, high-growth businesses that should have investors most excited. Zillow's adjusted EBITDA grew to an all-time high last year, which bodes well for the company's future profitability.\nBy reaching into every corner of the real estate transaction, Zillow hasdramatically expanded its opportunity, as management estimates its total addressable market (TAM) has increased from $19 billion to more than $2.2 trillion. The company generated just $3.3 billion in revenue last year, which highlights the long and lucrative road ahead.\nZillow was in ARK Invest's shopping cart again last week, as ARK Next Generation Internet and ARK Innovation were both scooping up shares. The online realtor now represents 2.36% and 3.46% of the funds' holdings, respectively, and is a Top 10 holding in both funds.\n\nDATA BYYCHARTS\nThe fine print\nGiven the striking results of the ARK Invest ETFs last year, it's hard to find fault with Wood's stock picking acumen, but the devil's in the details. With a significant concentration intechnology, only two of the five flagship ETFs are beating theS&P 500 so far this year, while three are beating theNASDAQ-- but 2021 is still young.\nIt's also worth noting that while all three of these stocks were market-beating investments last year, they're not cheap using traditional valuation metrics. Twilio, Teladoc, and Zillow are selling for 23, 15, and six times sales, respectively -- when a good price-to-sales ratio is generally between one and two.\nThat said, investors -- including Cathie Wood -- have been willing to pay up for the cutting-edge technology, secular tailwinds, and massive addressable markets that each of these companies offers.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2597,"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":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/356004041"}