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2021-12-29
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2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022年值得买入的2只不可阻挡的成长型股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696456586,"tweetId":"696456586","gmtCreate":1640753533524,"gmtModify":1640753534598,"author":{"id":3579641974902127,"idStr":"3579641974902127","authorId":3579641974902127,"authorIdStr":"3579641974902127","name":"ivy888","avatar":"https://static.tigerbbs.com/10358949b7fc96b011ec29ca7fd9c9a4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":112,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like </p></body></html>","htmlText":"<html><head></head><body><p>Like </p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696456586","repostId":1159720628,"repostType":4,"repost":{"id":"1159720628","kind":"news","pubTimestamp":1640749541,"share":"https://www.laohu8.com/m/news/1159720628?lang=zh_CN&edition=full","pubTime":"2021-12-29 11:45","market":"us","language":"en","title":"2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022年值得买入的2只不可阻挡的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159720628","media":"Motley Fool","summary":"While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintai","content":"<p>While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintained rapid business growth anyway and that will likely lead to continued success over many years and eventual stock-price recovery. Helping in that recovery is if these companies can develop into market leaders.</p><p><blockquote>尽管许多快速增长的股票在2021年下半年价格陷入困境,但大多数股票无论如何都保持了快速的业务增长,这可能会导致多年来的持续成功并最终股价回升。这些公司能否发展成为市场领导者,有助于经济复苏。</blockquote></p><p> Both <b>Coupang</b>(NYSE:CPNG) and <b>Doximity</b>(NYSE:DOCS)have generated solid growth this year while dominating their respective industries. And yet shares of both stocks are down more than 40% off all-time highs set earlier this year. Now might be a nice buying opportunity to add these two dominant businesses to your portfolio. Let's take a closer look at the reasons why.</p><p><blockquote>两者<b>库邦</b>(纽约证券交易所代码:CPNG)和<b>剂量</b>(纽约证券交易所股票代码:DOCS)今年取得了稳健的增长,同时在各自的行业中占据主导地位。然而,这两只股票的股价较今年早些时候创下的历史高点下跌了40%以上。现在可能是一个很好的买入机会,将这两个占主导地位的业务添加到您的投资组合中。让我们仔细看看其中的原因。</blockquote></p><p> <b>1. Coupang: The customer-centric company</b></p><p><blockquote><b>1.Coupang:以客户为中心的公司</b></blockquote></p><p> While it's unlikely that U.S. readers of this article have experienced Coupang's service, some aspects of what the company has to offer might entice you to move to South Korea. This international e-commerce companymakes <b>Amazon</b>'s two-day delivery look slow. Coupang offers same-day or next-day delivery to nearly all of the orders it gets for free and if you place an order before midnight, you will have it on your doorstep by dawn the next morning.</p><p><blockquote>虽然本文的美国读者不太可能体验过Coupang的服务,但该公司提供的某些方面可能会吸引您搬到韩国。这家国际电子商务公司制造<b>亚马逊</b>两天的交货看起来很慢。Coupang为几乎所有免费订单提供当天或次日送达服务,如果您在午夜前下订单,第二天黎明前就会送货上门。</blockquote></p><p> The company's impressive logistics help it accomplish this. Roughly 70% of South Korean citizens live within seven miles of a Coupang logistics center, making it easy to pick, pack, and ship orders quickly. This incredible level of customer service has enticed roughly one-third of South Korea's population to become active customers, which points to its dominance in the region.</p><p><blockquote>该公司令人印象深刻的物流帮助它实现了这一目标。大约70%的韩国公民居住在Coupang物流中心7英里范围内,因此可以轻松快速地挑选、包装和运送订单。这种令人难以置信的客户服务水平吸引了大约三分之一的韩国人口成为活跃客户,这表明了其在该地区的主导地位。</blockquote></p><p> The company has been around since 2010 but only became a publicly traded stock in March. It competes with <b>eBay</b>'s GMarket and Amazon, but what these companies are unable to achieve is Coupang's edge: unrivaled customer service and speed. With other services like grocery delivery, Coupang is quickly becoming the primary e-commerce and delivery hub for Korean consumers.</p><p><blockquote>该公司自2010年成立以来,但直到3月份才成为公开交易股票。它与<b>eBay</b>的GMarket和亚马逊,但这些公司无法实现的是Coupang的优势:无与伦比的客户服务和速度。凭借杂货配送等其他服务,Coupang正迅速成为韩国消费者的主要电子商务和配送中心。</blockquote></p><p> Coupang's quarterly revenue hit $4.6 billion (a 48% jump year over year), but the company wants to continue growing. It recently launched services in Japan and Taiwan, and there are also rumors that it is planning on competing in Singapore -- squaring up against <b>Sea Limited</b>.</p><p><blockquote>Coupang的季度收入达到46亿美元(同比增长48%),但该公司希望继续增长。它最近在日本和台湾推出了服务,也有传言说它正计划在新加坡展开竞争——与<b>海有限公司</b>.</blockquote></p><p> The high level of competition has forced Coupang to pay up for advertising and other marketing expenses. Those expenses exceeded $1 billion in Q3, and with gross margins of just 16%, the company's balance sheet is definitely in the red right now. Its Q3 net loss was over $323 million, and the expenses will likely rise until it gains market share in these regions. Coupang probably won't see net positive income for a few years as it emphasizes service expansion and gaining market share in its new geographies.</p><p><blockquote>激烈的竞争迫使Coupang支付广告和其他营销费用。这些费用在第三季度超过了10亿美元,而毛利率仅为16%,该公司的资产负债表目前肯定处于亏损状态。其第三季度净亏损超过3.23亿美元,在获得这些地区的市场份额之前,费用可能会上升。Coupang可能在几年内不会看到净正收入,因为它强调服务扩张和在新地区获得市场份额。</blockquote></p><p> With the stock price down from highs set just after its IPO, it would seem that paying just 2.5 times sales for a company with this much dominance in its home market and promising international efforts could be a steal. If Coupang can bring its logistics edge to other countries, its impressive growth should continue for many years to come,making this investment appealing for 2022 and beyond.</p><p><blockquote>随着股价从首次公开募股后创下的高点回落,对于一家在国内市场拥有如此大主导地位并承诺在国际上做出努力的公司来说,只需支付销售额的2.5倍似乎是一笔划算的交易。如果Coupang能够将其物流优势带到其他国家,其令人印象深刻的增长应该会在未来许多年持续下去,使这项投资在2022年及以后具有吸引力。</blockquote></p><p> <b>2. Doximity: A new kind of social media</b></p><p><blockquote><b>2.Doximity:一种新的社交媒体</b></blockquote></p><p> Doximity's online networking service allows doctors and nurses to collaborate with other healthcare providers and patients in a workplace setting. Users also have access to curated medical news as well as telehealth and case collaboration tools that help them stay up to date on the latest drug research and news.</p><p><blockquote>Doximity的在线网络服务允许医生和护士在工作场所与其他医疗保健提供者和患者协作。用户还可以访问精选的医学新闻以及远程医疗和病例协作工具,帮助他们了解最新的药物研究和新闻。</blockquote></p><p> Doximity management says its reach extends to over 80% of doctors and 90% of medical students. High engagement from this demographic has led to advertising space within its various services becoming incredibly valuable -- especially for pharmaceutical companies looking to advertise their products to doctors. While just 600 drug makers advertise on Doximity, one-third of them are spending at least $100,000 annually, and a handful of them are spending at least $1 million annually.</p><p><blockquote>Doximity management表示,其覆盖范围覆盖了超过80%的医生和90%的医学生。这一人群的高参与度使得其各种服务中的广告空间变得非常有价值,特别是对于希望向医生宣传其产品的制药公司来说。虽然只有600家制药商在Doximity上做广告,但其中三分之一每年至少花费10万美元,少数几家每年至少花费100万美元。</blockquote></p><p> While the medical communications site has low switching costs for its users, there are network effects. The more users on the platform, the easier it is for other doctors or medical students to collaborate professionally and expand their professional careers. This decreases the chance of doctors leaving the platform for alternative sources because the community they want to interact with is already on the app. This edge is the primary reason Doximity can charge such premiums for the advertising space on its platforms.</p><p><blockquote>虽然医疗通信站点的用户转换成本较低,但存在网络效应。平台上的用户越多,其他医生或医学生就越容易进行专业协作,拓展职业生涯。这减少了医生离开平台寻找替代来源的机会,因为他们想要互动的社区已经在应用程序上。这种优势是Doximity能够对其平台上的广告空间收取如此溢价的主要原因。</blockquote></p><p> Because Doximity already has strong adoption from healthcare professionals, it does not have to spend as much on marketing and R&D. This, along with the company's 89% gross margins, has allowed it to do things like generating a net income of $36 million on gross revenue of $79.4 million in its most recent quarter.</p><p><blockquote>由于Doximity已经被医疗保健专业人员广泛采用,因此它不必在营销和研发上花费太多。再加上该公司89%的毛利率,使其能够在最近一个季度的总收入为7940万美元,净利润为3600万美元。</blockquote></p><p></p><p> To invest in this dominance and profitability, investors will have to pay up a bit. The company trades at 36.6 times sales and 188 times earnings, and that's despite the stock price being down about 53% from 52-week highs on some concern about a drop in growth expectations. But if the company can keep its users on the platform, advertising revenue will continue to be sold at a premium. Doximity's great products and network effect will be able to retain users long term, meaning advertisers likely won't be leaving either. This should result in impressive success for Doximity in 2022 and beyond.</p><p><blockquote>为了投资于这种主导地位和盈利能力,投资者必须付出一点代价。该公司的市盈率为36.6倍,市盈率为188倍,尽管由于一些人担心增长预期下降,股价较52周高点下跌了约53%。但如果该公司能够将用户留在平台上,广告收入将继续溢价出售。Doximity出色的产品和网络效应将能够长期留住用户,这意味着广告商也可能不会离开。这将为Doximity在2022年及以后取得令人印象深刻的成功。</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>2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022年值得买入的2只不可阻挡的成长型股票</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\">\n2 Unstoppable Growth Stocks To Buy for 2022<blockquote>2022年值得买入的2只不可阻挡的成长型股票</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\">2021-12-29 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintained rapid business growth anyway and that will likely lead to continued success over many years and eventual stock-price recovery. Helping in that recovery is if these companies can develop into market leaders.</p><p><blockquote>尽管许多快速增长的股票在2021年下半年价格陷入困境,但大多数股票无论如何都保持了快速的业务增长,这可能会导致多年来的持续成功并最终股价回升。这些公司能否发展成为市场领导者,有助于经济复苏。</blockquote></p><p> Both <b>Coupang</b>(NYSE:CPNG) and <b>Doximity</b>(NYSE:DOCS)have generated solid growth this year while dominating their respective industries. And yet shares of both stocks are down more than 40% off all-time highs set earlier this year. Now might be a nice buying opportunity to add these two dominant businesses to your portfolio. Let's take a closer look at the reasons why.</p><p><blockquote>两者<b>库邦</b>(纽约证券交易所代码:CPNG)和<b>剂量</b>(纽约证券交易所股票代码:DOCS)今年取得了稳健的增长,同时在各自的行业中占据主导地位。然而,这两只股票的股价较今年早些时候创下的历史高点下跌了40%以上。现在可能是一个很好的买入机会,将这两个占主导地位的业务添加到您的投资组合中。让我们仔细看看其中的原因。</blockquote></p><p> <b>1. Coupang: The customer-centric company</b></p><p><blockquote><b>1.Coupang:以客户为中心的公司</b></blockquote></p><p> While it's unlikely that U.S. readers of this article have experienced Coupang's service, some aspects of what the company has to offer might entice you to move to South Korea. This international e-commerce companymakes <b>Amazon</b>'s two-day delivery look slow. Coupang offers same-day or next-day delivery to nearly all of the orders it gets for free and if you place an order before midnight, you will have it on your doorstep by dawn the next morning.</p><p><blockquote>虽然本文的美国读者不太可能体验过Coupang的服务,但该公司提供的某些方面可能会吸引您搬到韩国。这家国际电子商务公司制造<b>亚马逊</b>两天的交货看起来很慢。Coupang为几乎所有免费订单提供当天或次日送达服务,如果您在午夜前下订单,第二天黎明前就会送货上门。</blockquote></p><p> The company's impressive logistics help it accomplish this. Roughly 70% of South Korean citizens live within seven miles of a Coupang logistics center, making it easy to pick, pack, and ship orders quickly. This incredible level of customer service has enticed roughly one-third of South Korea's population to become active customers, which points to its dominance in the region.</p><p><blockquote>该公司令人印象深刻的物流帮助它实现了这一目标。大约70%的韩国公民居住在Coupang物流中心7英里范围内,因此可以轻松快速地挑选、包装和运送订单。这种令人难以置信的客户服务水平吸引了大约三分之一的韩国人口成为活跃客户,这表明了其在该地区的主导地位。</blockquote></p><p> The company has been around since 2010 but only became a publicly traded stock in March. It competes with <b>eBay</b>'s GMarket and Amazon, but what these companies are unable to achieve is Coupang's edge: unrivaled customer service and speed. With other services like grocery delivery, Coupang is quickly becoming the primary e-commerce and delivery hub for Korean consumers.</p><p><blockquote>该公司自2010年成立以来,但直到3月份才成为公开交易股票。它与<b>eBay</b>的GMarket和亚马逊,但这些公司无法实现的是Coupang的优势:无与伦比的客户服务和速度。凭借杂货配送等其他服务,Coupang正迅速成为韩国消费者的主要电子商务和配送中心。</blockquote></p><p> Coupang's quarterly revenue hit $4.6 billion (a 48% jump year over year), but the company wants to continue growing. It recently launched services in Japan and Taiwan, and there are also rumors that it is planning on competing in Singapore -- squaring up against <b>Sea Limited</b>.</p><p><blockquote>Coupang的季度收入达到46亿美元(同比增长48%),但该公司希望继续增长。它最近在日本和台湾推出了服务,也有传言说它正计划在新加坡展开竞争——与<b>海有限公司</b>.</blockquote></p><p> The high level of competition has forced Coupang to pay up for advertising and other marketing expenses. Those expenses exceeded $1 billion in Q3, and with gross margins of just 16%, the company's balance sheet is definitely in the red right now. Its Q3 net loss was over $323 million, and the expenses will likely rise until it gains market share in these regions. Coupang probably won't see net positive income for a few years as it emphasizes service expansion and gaining market share in its new geographies.</p><p><blockquote>激烈的竞争迫使Coupang支付广告和其他营销费用。这些费用在第三季度超过了10亿美元,而毛利率仅为16%,该公司的资产负债表目前肯定处于亏损状态。其第三季度净亏损超过3.23亿美元,在获得这些地区的市场份额之前,费用可能会上升。Coupang可能在几年内不会看到净正收入,因为它强调服务扩张和在新地区获得市场份额。</blockquote></p><p> With the stock price down from highs set just after its IPO, it would seem that paying just 2.5 times sales for a company with this much dominance in its home market and promising international efforts could be a steal. If Coupang can bring its logistics edge to other countries, its impressive growth should continue for many years to come,making this investment appealing for 2022 and beyond.</p><p><blockquote>随着股价从首次公开募股后创下的高点回落,对于一家在国内市场拥有如此大主导地位并承诺在国际上做出努力的公司来说,只需支付销售额的2.5倍似乎是一笔划算的交易。如果Coupang能够将其物流优势带到其他国家,其令人印象深刻的增长应该会在未来许多年持续下去,使这项投资在2022年及以后具有吸引力。</blockquote></p><p> <b>2. Doximity: A new kind of social media</b></p><p><blockquote><b>2.Doximity:一种新的社交媒体</b></blockquote></p><p> Doximity's online networking service allows doctors and nurses to collaborate with other healthcare providers and patients in a workplace setting. Users also have access to curated medical news as well as telehealth and case collaboration tools that help them stay up to date on the latest drug research and news.</p><p><blockquote>Doximity的在线网络服务允许医生和护士在工作场所与其他医疗保健提供者和患者协作。用户还可以访问精选的医学新闻以及远程医疗和病例协作工具,帮助他们了解最新的药物研究和新闻。</blockquote></p><p> Doximity management says its reach extends to over 80% of doctors and 90% of medical students. High engagement from this demographic has led to advertising space within its various services becoming incredibly valuable -- especially for pharmaceutical companies looking to advertise their products to doctors. While just 600 drug makers advertise on Doximity, one-third of them are spending at least $100,000 annually, and a handful of them are spending at least $1 million annually.</p><p><blockquote>Doximity management表示,其覆盖范围覆盖了超过80%的医生和90%的医学生。这一人群的高参与度使得其各种服务中的广告空间变得非常有价值,特别是对于希望向医生宣传其产品的制药公司来说。虽然只有600家制药商在Doximity上做广告,但其中三分之一每年至少花费10万美元,少数几家每年至少花费100万美元。</blockquote></p><p> While the medical communications site has low switching costs for its users, there are network effects. The more users on the platform, the easier it is for other doctors or medical students to collaborate professionally and expand their professional careers. This decreases the chance of doctors leaving the platform for alternative sources because the community they want to interact with is already on the app. This edge is the primary reason Doximity can charge such premiums for the advertising space on its platforms.</p><p><blockquote>虽然医疗通信站点的用户转换成本较低,但存在网络效应。平台上的用户越多,其他医生或医学生就越容易进行专业协作,拓展职业生涯。这减少了医生离开平台寻找替代来源的机会,因为他们想要互动的社区已经在应用程序上。这种优势是Doximity能够对其平台上的广告空间收取如此溢价的主要原因。</blockquote></p><p> Because Doximity already has strong adoption from healthcare professionals, it does not have to spend as much on marketing and R&D. This, along with the company's 89% gross margins, has allowed it to do things like generating a net income of $36 million on gross revenue of $79.4 million in its most recent quarter.</p><p><blockquote>由于Doximity已经被医疗保健专业人员广泛采用,因此它不必在营销和研发上花费太多。再加上该公司89%的毛利率,使其能够在最近一个季度的总收入为7940万美元,净利润为3600万美元。</blockquote></p><p></p><p> To invest in this dominance and profitability, investors will have to pay up a bit. The company trades at 36.6 times sales and 188 times earnings, and that's despite the stock price being down about 53% from 52-week highs on some concern about a drop in growth expectations. But if the company can keep its users on the platform, advertising revenue will continue to be sold at a premium. Doximity's great products and network effect will be able to retain users long term, meaning advertisers likely won't be leaving either. This should result in impressive success for Doximity in 2022 and beyond.</p><p><blockquote>为了投资于这种主导地位和盈利能力,投资者必须付出一点代价。该公司的市盈率为36.6倍,市盈率为188倍,尽管由于一些人担心增长预期下降,股价较52周高点下跌了约53%。但如果该公司能够将用户留在平台上,广告收入将继续溢价出售。Doximity出色的产品和网络效应将能够长期留住用户,这意味着广告商也可能不会离开。这将为Doximity在2022年及以后取得令人印象深刻的成功。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/28/2-unstoppable-growth-stocks-to-buy-for-2022/\">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":"","relate_stocks":{"DOCS":"Doximity, Inc.","CPNG":"Coupang, Inc."},"source_url":"https://www.fool.com/investing/2021/12/28/2-unstoppable-growth-stocks-to-buy-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159720628","content_text":"While many fast-growing stocks have struggled price-wise in the back half of 2021, most have maintained rapid business growth anyway and that will likely lead to continued success over many years and eventual stock-price recovery. Helping in that recovery is if these companies can develop into market leaders.\nBoth Coupang(NYSE:CPNG) and Doximity(NYSE:DOCS)have generated solid growth this year while dominating their respective industries. And yet shares of both stocks are down more than 40% off all-time highs set earlier this year. Now might be a nice buying opportunity to add these two dominant businesses to your portfolio. Let's take a closer look at the reasons why.\n1. Coupang: The customer-centric company\nWhile it's unlikely that U.S. readers of this article have experienced Coupang's service, some aspects of what the company has to offer might entice you to move to South Korea. This international e-commerce companymakes Amazon's two-day delivery look slow. Coupang offers same-day or next-day delivery to nearly all of the orders it gets for free and if you place an order before midnight, you will have it on your doorstep by dawn the next morning.\nThe company's impressive logistics help it accomplish this. Roughly 70% of South Korean citizens live within seven miles of a Coupang logistics center, making it easy to pick, pack, and ship orders quickly. This incredible level of customer service has enticed roughly one-third of South Korea's population to become active customers, which points to its dominance in the region.\nThe company has been around since 2010 but only became a publicly traded stock in March. It competes with eBay's GMarket and Amazon, but what these companies are unable to achieve is Coupang's edge: unrivaled customer service and speed. With other services like grocery delivery, Coupang is quickly becoming the primary e-commerce and delivery hub for Korean consumers.\nCoupang's quarterly revenue hit $4.6 billion (a 48% jump year over year), but the company wants to continue growing. It recently launched services in Japan and Taiwan, and there are also rumors that it is planning on competing in Singapore -- squaring up against Sea Limited.\nThe high level of competition has forced Coupang to pay up for advertising and other marketing expenses. Those expenses exceeded $1 billion in Q3, and with gross margins of just 16%, the company's balance sheet is definitely in the red right now. Its Q3 net loss was over $323 million, and the expenses will likely rise until it gains market share in these regions. Coupang probably won't see net positive income for a few years as it emphasizes service expansion and gaining market share in its new geographies.\nWith the stock price down from highs set just after its IPO, it would seem that paying just 2.5 times sales for a company with this much dominance in its home market and promising international efforts could be a steal. If Coupang can bring its logistics edge to other countries, its impressive growth should continue for many years to come,making this investment appealing for 2022 and beyond.\n2. Doximity: A new kind of social media\nDoximity's online networking service allows doctors and nurses to collaborate with other healthcare providers and patients in a workplace setting. Users also have access to curated medical news as well as telehealth and case collaboration tools that help them stay up to date on the latest drug research and news.\nDoximity management says its reach extends to over 80% of doctors and 90% of medical students. High engagement from this demographic has led to advertising space within its various services becoming incredibly valuable -- especially for pharmaceutical companies looking to advertise their products to doctors. While just 600 drug makers advertise on Doximity, one-third of them are spending at least $100,000 annually, and a handful of them are spending at least $1 million annually.\nWhile the medical communications site has low switching costs for its users, there are network effects. The more users on the platform, the easier it is for other doctors or medical students to collaborate professionally and expand their professional careers. This decreases the chance of doctors leaving the platform for alternative sources because the community they want to interact with is already on the app. This edge is the primary reason Doximity can charge such premiums for the advertising space on its platforms.\nBecause Doximity already has strong adoption from healthcare professionals, it does not have to spend as much on marketing and R&D. This, along with the company's 89% gross margins, has allowed it to do things like generating a net income of $36 million on gross revenue of $79.4 million in its most recent quarter.\nTo invest in this dominance and profitability, investors will have to pay up a bit. The company trades at 36.6 times sales and 188 times earnings, and that's despite the stock price being down about 53% from 52-week highs on some concern about a drop in growth expectations. But if the company can keep its users on the platform, advertising revenue will continue to be sold at a premium. Doximity's great products and network effect will be able to retain users long term, meaning advertisers likely won't be leaving either. This should result in impressive success for Doximity in 2022 and beyond.","news_type":1,"symbols_score_info":{"CPNG":0.9,"DOCS":0.9}},"isVote":1,"tweetType":1,"viewCount":2171,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696456586"}
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