Fei2
2021-10-31
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":840828113,"tweetId":"840828113","gmtCreate":1635635980412,"gmtModify":1635635980566,"author":{"id":3564205595315610,"idStr":"3564205595315610","authorId":3564205595315610,"authorIdStr":"3564205595315610","name":"Fei2","avatar":"https://static.tigerbbs.com/31547e7cf82c22e0a1fb334986b7ae6f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":33,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>👌 </p></body></html>","htmlText":"<html><head></head><body><p>👌 </p></body></html>","text":"👌","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/840828113","repostId":1164427432,"repostType":4,"repost":{"id":"1164427432","kind":"news","pubTimestamp":1635575541,"share":"https://www.laohu8.com/m/news/1164427432?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:32","market":"hk","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164427432","media":"Motley Fool","summary":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwi","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li> <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li> <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest周四增持了Twilio、Teladoc Health和Robinhood的头寸。</li><li>自本周早些时候公布财务业绩以来,Twilio和Robinhood一直在下跌。</li><li>Teladoc在发布季度报告后反弹,但今年仍落后于市场。</li></ul><b>Motley Fool发布罕见的“全押”买入警报</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德(Cathie Wood)已成为风险承受型成长型投资者最知名的基金经理。作为ARK Invest的首席执行官、首席投资官和创始人,伍德对挖掘颠覆性股票的爱好使她成为投资者关注的名字。她的交易所交易基金是去年涨幅最大的基金之一,在经历了2021年的艰难开局之后,ARK Invest开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b> (NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说,并非每一个选择都是赢家,但ARK Invest并不害怕购买伍德在遭受打击时相信的股票。周四,她增持了<b>Twilio</b>(纽约证券交易所代码:TWLO),<b>Teladoc健康</b>(纽约证券交易所代码:TDOC),以及<b>罗宾汉市场</b>(纳斯达克:胡德)。Twilio和Robinhood在本周公布季度业绩后遭受重创。Teladoc在报告发布后走高,但交易价格远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>周四,Twilio公布令人失望的财务业绩后,该公司股价暴跌18%,伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度的业绩超出预期,收入增长65%强于预期,亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是,存在一些压力点,在报告发布后,至少有五位分析师将继续大幅削减该股的目标价。Twilio的指导评级的亏损比分析师预测的要大得多,一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以15美元的价格上市以来,Twilio一直是增长之星。该公司的收入同比增长至少40%,而且这一速度还在加速。Twilio的营收去年增长了55%,今年上半年增长了64%,在最新报告中增长了65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而,其最近的增长很大一部分来自收购,第三季度38%的有机收入增长可能会出现问题。这里的一线希望是,该股自峰值以来跌幅如此之大,即使大幅下调的目标价也高于Twilio目前的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们无法去看医生、治疗师、营养师或其他医学专家时,Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc周三下午的财务更新好坏参半。它的损益表两端都超出了预期,但与Twilio一样,其指引也评级了超出分析师预测的亏损。至少有10名分析师将继续下调该股的目标价,但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc的业务仍在增长,该公司预计今年的访问量将超过1450万次。尽管远程医疗市场竞争日益激烈,但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色,但由于该股自2月份触及历史高点以来已下跌一半以上,因此这一消息令人松了一口气。Teladoc仍然是ARK Invest所有ETF中的第二大持股,周四,Wood购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets现在是一次失败的IPO,在发布了一份残酷的季度报告后,其首次公开募股价格跌破了38美元。你可以选择哪些数字让在线交易平台出错。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从35%的收入增长开始,这远低于华尔街预期的60%的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不好。损失只会越来越大,每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets在今年夏天的第五个交易日的交易价格高达85美元,现在它是一个破发的IPO。伍德正在逢低买入,但Robinhood Markets将不得不引入新功能,才能在交易者转向其他地方的环境中脱颖而出。</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 Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入:她刚刚买入的3只股票</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\">2021-10-30 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li> <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li> <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest周四增持了Twilio、Teladoc Health和Robinhood的头寸。</li><li>自本周早些时候公布财务业绩以来,Twilio和Robinhood一直在下跌。</li><li>Teladoc在发布季度报告后反弹,但今年仍落后于市场。</li></ul><b>Motley Fool发布罕见的“全押”买入警报</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德(Cathie Wood)已成为风险承受型成长型投资者最知名的基金经理。作为ARK Invest的首席执行官、首席投资官和创始人,伍德对挖掘颠覆性股票的爱好使她成为投资者关注的名字。她的交易所交易基金是去年涨幅最大的基金之一,在经历了2021年的艰难开局之后,ARK Invest开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b> (NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说,并非每一个选择都是赢家,但ARK Invest并不害怕购买伍德在遭受打击时相信的股票。周四,她增持了<b>Twilio</b>(纽约证券交易所代码:TWLO),<b>Teladoc健康</b>(纽约证券交易所代码:TDOC),以及<b>罗宾汉市场</b>(纳斯达克:胡德)。Twilio和Robinhood在本周公布季度业绩后遭受重创。Teladoc在报告发布后走高,但交易价格远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源:盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>周四,Twilio公布令人失望的财务业绩后,该公司股价暴跌18%,伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度的业绩超出预期,收入增长65%强于预期,亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是,存在一些压力点,在报告发布后,至少有五位分析师将继续大幅削减该股的目标价。Twilio的指导评级的亏损比分析师预测的要大得多,一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以15美元的价格上市以来,Twilio一直是增长之星。该公司的收入同比增长至少40%,而且这一速度还在加速。Twilio的营收去年增长了55%,今年上半年增长了64%,在最新报告中增长了65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而,其最近的增长很大一部分来自收购,第三季度38%的有机收入增长可能会出现问题。这里的一线希望是,该股自峰值以来跌幅如此之大,即使大幅下调的目标价也高于Twilio目前的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们无法去看医生、治疗师、营养师或其他医学专家时,Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc周三下午的财务更新好坏参半。它的损益表两端都超出了预期,但与Twilio一样,其指引也评级了超出分析师预测的亏损。至少有10名分析师将继续下调该股的目标价,但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc的业务仍在增长,该公司预计今年的访问量将超过1450万次。尽管远程医疗市场竞争日益激烈,但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色,但由于该股自2月份触及历史高点以来已下跌一半以上,因此这一消息令人松了一口气。Teladoc仍然是ARK Invest所有ETF中的第二大持股,周四,Wood购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets现在是一次失败的IPO,在发布了一份残酷的季度报告后,其首次公开募股价格跌破了38美元。你可以选择哪些数字让在线交易平台出错。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从35%的收入增长开始,这远低于华尔街预期的60%的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不好。损失只会越来越大,每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets在今年夏天的第五个交易日的交易价格高达85美元,现在它是一个破发的IPO。伍德正在逢低买入,但Robinhood Markets将不得不引入新功能,才能在交易者转向其他地方的环境中脱颖而出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">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/5caed408891c5ae9176e1a31289a0785","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164427432","content_text":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwilio and Robinhood have been falling since reporting financial results earlier this week.\nTeladoc bounced after its quarterly report but is still a market laggard this year.\n\nMotley Fool Issues Rare “All In” Buy Alert\nCathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.\nEvery pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes inTwilio (NYSE:TWLO),Teladoc Health(NYSE:TDOC), andRobinhood Markets(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.\nIMAGE SOURCE: GETTY IMAGES.\nShares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.\nUnfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.\nThere's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.\nHowever, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.\nTelehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.\nTeladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.\nBusiness is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.\nThe quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.\nRobinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.\nWe can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.\nThe trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.\nRobinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.","news_type":1,"symbols_score_info":{"ARKIU":0.9,"JE":0.9}},"isVote":1,"tweetType":1,"viewCount":824,"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":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/840828113"}
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