我是大狮子的个人主页 - 老虎社区

我是大狮子

我是大狮子

暂无个人介绍

IP属地：广东

163关注

18粉丝

5主题

0勋章

我是大狮子

2022-04-08

$Waitr Holdings Inc.(WTRH)$准备退市……

我是大狮子

2022-03-08

好久没有看到暴涨了[财迷]

ADT Stock Gains After Q4 Results, Guides FY22 Revenue Above Consensus

我是大狮子

2022-02-26

还值得赌吗？

Gevo started with Buy rating at Citi as high-risk but high-reward

我是大狮子

2022-02-25

想讲看法的，不过看来多旧鱼

Unboxing Palantir Technologies - the Business, the Risks, and The Value

我是大狮子

2022-01-28

既然不实，发出来蹭热度吗[弱]

传斗鱼要被腾讯私有化，接近腾讯人士称消息不实

我是大狮子

2022-01-19

$Electrameccanica Vehicles Corp.(SOLO)$迎接一元时代吧

我是大狮子

2022-01-19

为了入货吗？这种股票他也评级[开心]

Home Point Capital double downgraded to underweight from overweight at J.P. Morgan

我是大狮子

2021-12-15

继续买买买

@夜袭女儿国:$小米集团-W(01810)$一年新低[捂脸] [捂脸] [捂脸] [捂脸] 雷老板这回购了那么多，几个意思啊，

我是大狮子

2021-12-03

因为不是华尔街IPO，所以不受待见，因为高层都在抛售，所以没有信心，说完

Palantir, Our Top 2020s Tech Pick, Is A Rare Undervalued Tech Company

我是大狮子

2021-11-22

$Root, Inc.(ROOT)$继续创新低[强] [强]

我是大狮子

2021-11-16

瑜亮之争吗？

知名投资人：现在唱衰Rivian，就像当初做空特斯拉

我是大狮子

2021-11-16

$Home Point Capital Inc.(HMPT)$这个庄家，挺狠的

我是大狮子

2021-11-15

作者貌似不懂什么叫资本主义

马斯克到底占了多少美国便宜才赚得巨额财富？

我是大狮子

2021-11-12

$Palantir Technologies Inc.(PLTR)$市场大多数时候都是对的

Palantir Stock: Teaching The Market A Lesson

我是大狮子

2021-11-12

自己高层不断抛售，你说信心从何而来……

增长前景被低估，是时候趁低买入Palantir了？

我是大狮子

2021-11-12

$Sundial Growers Inc.(SNDL)$感觉今天可以上一元了……毕竟可以避开要合股的要求。

我是大狮子

2021-11-10

$Hyliion Holdings Corp.(HYLN)$小兰，快出来护盘

我是大狮子

2021-11-10

$fuboTV Inc.(FUBO)$太厉害了👍……飞流直下三千尺

我是大狮子

2021-11-09

$Palantir Technologies Inc.(PLTR)$估计净利润还是负的原因，让盘前从涨变跌

我是大狮子

2021-11-09

4000亿，是因为绿钞不值钱了吗

今年最大IPO来了，估值4000亿

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/WTRH\">$Waitr Holdings Inc.(WTRH)$</a>准备退市……","listText":"<a href=\"https://laohu8.com/S/WTRH\">$Waitr Holdings Inc.(WTRH)$</a>准备退市……","text":"$Waitr Holdings Inc.(WTRH)$准备退市……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619734913","isVote":1,"tweetType":1,"viewCount":2044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635066031,"gmtCreate":1646749303932,"gmtModify":1646749303932,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"好久没有看到暴涨了[财迷]&nbsp;","listText":"好久没有看到暴涨了[财迷]&nbsp;","text":"好久没有看到暴涨了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635066031","repostId":"2216486721","repostType":2,"repost":{"id":"2216486721","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by 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was flat at $1.05 billion. Adjusted EBITDA for the CSB segment increased 7% to $553 million due to higher M&amp;S revenue and lower selling and general and administrative expenses.</li>\n<li>Commercial performance improved with revenue growing 8% Y/Y to $284 million, driven by a 13% increase in M&amp;S revenue.</li>\n<li>As of the end of the quarter, recurring monthly revenue<strong><em> </em></strong>(RMR) totaled $359 million, up 5% over the prior year.</li>\n<li><strong>Dividend</strong>: The company declared a cash dividend of $0.035 per share to record holders as of March 17, 2022, payable on April 4, 2022.</li>\n<li>ADT generated cash from operating activities of $1.65 billion in FY21, compared to $1.37 billion a year ago. Adjusted free cash flow was $465 million (-31.1% Y/Y).</li>\n<li><strong>FY22 Outlook: </strong>ADT expects revenue of $6.2 billion - $6.4 billion, well above the consensus of $5.46 billion.</li>\n<li>The company expects adjusted EBITDA of $2.34 billion - $2.44 billion and adjusted free cash flow of $550 million - $625 million.</li>\n<li><strong>Price Action: </strong>ADT shares are trading higher by 6.98% at $7.82 during the premarket session on Tuesday.</li>\n</ul>\n</body></html>","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>ADT Stock Gains After Q4 Results, Guides FY22 Revenue Above Consensus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nADT Stock Gains After Q4 Results, Guides FY22 Revenue Above Consensus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-01 23:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><ul>\n<li><strong>ADT Inc </strong>(NYSE:ADT) reported fourth-quarter sales growth of 5% year-over-year to $1.38 billion, beating the consensus of $1.32 billion.</li>\n<li>Operating income declined to $10 million from $17 million a year ago, and margin contracted 60 bps to 0.7%.</li>\n<li>Adjusted EBITDA was $574 million (+7.7% Y/Y), and the margin expanded by 103 bps to 41.6%.</li>\n<li>Adjusted EPS loss improved to $(0.03) from $(0.12) in 4Q20.</li>\n<li>CSB revenue for the quarter was flat at $1.05 billion. Adjusted EBITDA for the CSB segment increased 7% to $553 million due to higher M&amp;S revenue and lower selling and general and administrative expenses.</li>\n<li>Commercial performance improved with revenue growing 8% Y/Y to $284 million, driven by a 13% increase in M&amp;S revenue.</li>\n<li>As of the end of the quarter, recurring monthly revenue<strong><em> </em></strong>(RMR) totaled $359 million, up 5% over the prior year.</li>\n<li><strong>Dividend</strong>: The company declared a cash dividend of $0.035 per share to record holders as of March 17, 2022, payable on April 4, 2022.</li>\n<li>ADT generated cash from operating activities of $1.65 billion in FY21, compared to $1.37 billion a year ago. Adjusted free cash flow was $465 million (-31.1% Y/Y).</li>\n<li><strong>FY22 Outlook: </strong>ADT expects revenue of $6.2 billion - $6.4 billion, well above the consensus of $5.46 billion.</li>\n<li>The company expects adjusted EBITDA of $2.34 billion - $2.44 billion and adjusted free cash flow of $550 million - $625 million.</li>\n<li><strong>Price Action: </strong>ADT shares are trading higher by 6.98% at $7.82 during the premarket session on Tuesday.</li>\n</ul>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADT":"Adt Inc."},"source_url":"https://www.benzinga.com/news/earnings/22/03/25902953/adt-stock-gains-after-q4-results-guides-fy22-revenue-above-consensus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216486721","content_text":"ADT Inc (NYSE:ADT) reported fourth-quarter sales growth of 5% year-over-year to $1.38 billion, beating the consensus of $1.32 billion.\nOperating income declined to $10 million from $17 million a year ago, and margin contracted 60 bps to 0.7%.\nAdjusted EBITDA was $574 million (+7.7% Y/Y), and the margin expanded by 103 bps to 41.6%.\nAdjusted EPS loss improved to $(0.03) from $(0.12) in 4Q20.\nCSB revenue for the quarter was flat at $1.05 billion. Adjusted EBITDA for the CSB segment increased 7% to $553 million due to higher M&S revenue and lower selling and general and administrative expenses.\nCommercial performance improved with revenue growing 8% Y/Y to $284 million, driven by a 13% increase in M&S revenue.\nAs of the end of the quarter, recurring monthly revenue (RMR) totaled $359 million, up 5% over the prior year.\nDividend: The company declared a cash dividend of $0.035 per share to record holders as of March 17, 2022, payable on April 4, 2022.\nADT generated cash from operating activities of $1.65 billion in FY21, compared to $1.37 billion a year ago. Adjusted free cash flow was $465 million (-31.1% Y/Y).\nFY22 Outlook: ADT expects revenue of $6.2 billion - $6.4 billion, well above the consensus of $5.46 billion.\nThe company expects adjusted EBITDA of $2.34 billion - $2.44 billion and adjusted free cash flow of $550 million - $625 million.\nPrice Action: ADT shares are trading higher by 6.98% at $7.82 during the premarket session on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636260500,"gmtCreate":1645890954450,"gmtModify":1645890954450,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"还值得赌吗？","listText":"还值得赌吗？","text":"还值得赌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636260500","repostId":"2210554339","repostType":2,"repost":{"id":"2210554339","pubTimestamp":1644421163,"share":"https://www.laohu8.com/m/news/2210554339?lang=&edition=full","pubTime":"2022-02-09 23:39","market":"us","language":"en","title":"Gevo started with Buy rating at Citi as high-risk but high-reward","url":"https://stock-news.laohu8.com/highlight/detail?id=2210554339","media":"seekingalpha","summary":"scanrail/iStock via Getty Images  Gevo (NASDAQ:GEVO) sprints to a big early gain after Citi initiate","content":"<html><body><p><figure> <picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/960374702/image_960374702.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>scanrail/iStock via Getty Images</p></figcaption> </figure></p> <p>Gevo <span>(NASDAQ:GEVO)</span> sprints to a big early gain after Citi initiates coverage with a Buy rating and $5 price target, saying<span> the company is \"months away from a potential inflection point in its cash flow generation profile, from negative over the past several years to positive by 2023-24.\"</span></p> <p>Citi says the change is \"driven by planned growth into two of the most promising segments of the renewable hydrocarbon chain... renewable natural gas and sustainable aviation fuel... while the execution risk is high, so is the potential reward.\"</p> <p>The path to Gevo's positive cash flow runs through two projects: Northwest Iowa RNG, which comes fully onstream this year and has a marketing and offtake agreement with BP, and Net-Zero 1, targeted to come onstream in 2024 and which Citi estimates should generate more than $150M in EBITDA through sustainable aviation fuel and value-add protein and vegetable oil co-products.</p> <p>Gevo expects the Northwest Iowa RNG project eventually will produce 355M BTUs of renewable natural gas annually from cow manure from dairy farms.</p></body></html>","source":"seekingalpha","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>Gevo started with Buy rating at Citi as high-risk but high-reward</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGevo started with Buy rating at Citi as high-risk but high-reward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3797889-gevo-started-with-buy-rating-at-citi-as-high-risk-but-high-reward><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>scanrail/iStock via Getty Images  Gevo (NASDAQ:GEVO) sprints to a big early gain after Citi initiates coverage with a Buy rating and $5 price target, saying the company is \"months away from a ...</p>\n\n<a href=\"https://seekingalpha.com/news/3797889-gevo-started-with-buy-rating-at-citi-as-high-risk-but-high-reward\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4207":"综合性银行","BK4534":"瑞士信贷持仓","BK4138":"石油与天然气的炼制和营销","BK4504":"桥水持仓","C":"花旗","BK4566":"资本集团","GEVO":"Gevo Inc."},"source_url":"https://seekingalpha.com/news/3797889-gevo-started-with-buy-rating-at-citi-as-high-risk-but-high-reward","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2210554339","content_text":"scanrail/iStock via Getty Images  Gevo (NASDAQ:GEVO) sprints to a big early gain after Citi initiates coverage with a Buy rating and $5 price target, saying the company is \"months away from a potential inflection point in its cash flow generation profile, from negative over the past several years to positive by 2023-24.\" Citi says the change is \"driven by planned growth into two of the most promising segments of the renewable hydrocarbon chain... renewable natural gas and sustainable aviation fuel... while the execution risk is high, so is the potential reward.\" The path to Gevo's positive cash flow runs through two projects: Northwest Iowa RNG, which comes fully onstream this year and has a marketing and offtake agreement with BP, and Net-Zero 1, targeted to come onstream in 2024 and which Citi estimates should generate more than $150M in EBITDA through sustainable aviation fuel and value-add protein and vegetable oil co-products. Gevo expects the Northwest Iowa RNG project eventually will produce 355M BTUs of renewable natural gas annually from cow manure from dairy farms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636665578,"gmtCreate":1645801104428,"gmtModify":1645801104428,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"想讲看法的，不过看来多旧鱼","listText":"想讲看法的，不过看来多旧鱼","text":"想讲看法的，不过看来多旧鱼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636665578","repostId":"1199467548","repostType":2,"repost":{"id":"1199467548","pubTimestamp":1645752037,"share":"https://www.laohu8.com/m/news/1199467548?lang=&edition=full","pubTime":"2022-02-25 09:20","market":"us","language":"en","title":"Unboxing Palantir Technologies - the Business, the Risks, and The Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1199467548","media":"Simply Wall St.","summary":"Looking at Palantir Technologies Inc. (NYSE:PLTR), some investors might ask themselves if there is a","content":"<html><head></head><body><p>Looking at Palantir Technologies Inc. (NYSE:PLTR), some investors might ask themselves if there is an opportunity to get the stock while it is down some 50% from the last three months. In this article, we attempt to better understand the business and estimate the fundamental worth of the company. This can allow us to evaluate if Palantir is more appropriate for trading or long term investing.</p><h2>The State Of The Business</h2><p>Palantir is sitting on the crossroads between developing for government and commercial clients. The company has about 203 clients (p. 27) in total, and has potentially realized that it may not be able to sustain high client growth in the government sector.</p><p>Currently, they seem to be pushing sales into the commercial sector in order to offset the mentioned declining growth. It seems that finding a niche in the commercial sector will be somewhat more difficult for Palantir, as this sector competes with every other data analytic platform, while on the government side, Palantir may be privy and able to develop restricted technologies. While Palantir offers a valuable analytics platform that integrates with services such as SAP, CRM etc., this field is rapidly evolving, and the said companies are creating their in-house solutions in order to drive off competitors like Palantir and improve their own profitability.</p><p>In order for Palantir to have an edge into this landscape, they must develop high performing proprietary technology that will shield it from competition, while at the moment, their services also rely on public domain statistical technology such as multiple logistic regressions, significance tests, classification models paired with vision AI, etc.</p><p>While it may seem that I am critical of the company, it is not quite true, a heavy use of analytics will drive talent to the company and there is good reason to suspect that they will actually develop the proprietary tech that stands out from the competition. I think that the company is a prime candidate to achieve this, however I don&#39;t feel that they are there yet.</p><h2>The Services</h2><p>Palantir is a bit of a black box for people that have never worked with data analytics, and the company seems to have designed itself to be vague about what it does. One can suspect, that if they explained it in plain words, that they would put their market cap at risk. That is also why we see some heavy visual effects on their promotional videos, and they seem to be targeted at government officials or retail investors that may not be able to distinguish between functionalities of the service and video cosmetics.</p><p>In their latest filing (p. 22), we see that the split between services from government and commercial revenue is 59% to 41%, respectively for the last 9 months ending in Q3 2021.</p><p>As far as services go, Palantir has currently 3 main platforms:</p><p>Foundry - The main analytics service offered commercially</p><p>Gotham - The main analytics service offered to governments</p><p>Apollo - Allows software developers to continuously deploy and update their software that needs to need government security checks such as Europe&#39;s GDPR</p><p>The main approach that Palantir has in developing these analytics platforms is a bold one, especially in the world of &#34;Big Data&#34;. While most platforms prioritize full automatization of machine learning solutions and delivering them via APIs, Palantir seems to prioritize the hybrid approach, where an analyst monitors data and makes sure to act on relevant events. This is more costly than automated analytics, but seems to magnify quality value for clients that overshadows the costs and risk of human error.</p><p>As you can see, I feel that Palantir has a lot to improve and develop, however it already has a foothold in the technology, and is one of the companies that has a good chance to stay ahead in the race.</p><p>I would add, that the main risk I see for the company, are rapid and public technological shifts that will decrease margins and be utilized by competitors.</p><p>In essence, Palantir is a young company (still), that has the potential to deliver high cash flows for investors in the future, but the future seems to be a bit further than one may expect.</p><p>With that, let&#39;s move on to the fundamentals, and see what this means for the stock.</p><h2>Fundamental Overview</h2><p>Shareholders of unprofitable companies usually expect strong revenue growth. Palantir Technologies grew its revenue by 41% over the last year, which is a great performance for a young growth company, but may be too early to be valued via sales multiples.</p><p>The company also has a gross margin of 78%, and positive free cash flows of US$321m. The high gross margin means that the software solutions are cheap (not easy) to distribute, while the company can use the rest to push for more sales and development. The free cash flows are also a validation of the business model and give honest signals that profit should converge up to cash flows and the company has lower risk of bankruptcy. This also allows the company to borrow money while not being profitable yet, and invest the funds into the business.</p><p>The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0590065773b8bc5c84d887566976270a\" tg-width=\"821\" tg-height=\"524\" width=\"100%\" height=\"auto\"/><span>NYSE:PLTR Earnings and Revenue Growth February 23rd 2022</span></p><p>Ultimately, all these figures need to be tied together in a way that helps investors make decisions.</p><p>One way to do that, is to construct a valuation model. The Simply Wall St discounted cash flow model attempts to value the future cash flows in a rough way - the estimates are hard to get right with young companies, so take it with a grain of salt. The intrinsic value comes up to about US$30.7b today, or $15.3 per share - undervalued some 31.6% from the current $10.48 per share.</p><p>Having a potentially undervalued stock, does not automatically mean that the price will jump to value anytime soon. Markets have a mind of their own, and it may take a long time (if ever) before the 2 values converge.</p><p>We should always consider market factors that may impact price swings, such as:</p><ul><li>Depressed market mood, partly resulting from an expected economy contraction</li><li>Prioritizing other investments that are more resistant to expected inflation</li><li>Reduction of liquidity in equity markets</li><li>A price jump resulting from the demand for security services due to a developing geopolitical situation in Eastern Europe and South Asia</li></ul><p>What I hoped to illustrate, is that volatility is still expected to be high, and the stock is still high risk due to it being in its early growth stage. This can be great for short term traders or investors that are willing to hold through volatility for a longer period.</p><p>Being part of the software side of the defense industry can also offer investors some diversification benefits, as companies like this are rare.</p><p>Key Takeaways</p><p>Palantir&#39;s business seems to be a black box by design, which staves off competitors and can intrigue retail investors. The necessary growth avenue for the company is the commercial sector, which is also the largest portion that is at risk of competition.</p><p>The stock seems to be undervalued, however the pace of change in technology and current market sentiment do not necessarily make it a good investment. Alternatively, seasoned traders can exploit price movements by attempting to predict catalyst events in the near future.</p><p>The company has real potential to develop into a differentiated analytics platform for enterprise level companies that have ties to, or must meet, heavy government regulations.</p><p>The stock also offers some diversification qualities as it focuses on the software and analytics side of defense systems.</p></body></html>","source":"lsy1616055508394","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>Unboxing Palantir Technologies - the Business, the Risks, and The Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnboxing Palantir Technologies - the Business, the Risks, and The Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-25 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-pltr/palantir-technologies/news/unboxing-palantir-technologies-nysepltr-the-business-the-ris><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Looking at Palantir Technologies Inc. (NYSE:PLTR), some investors might ask themselves if there is an opportunity to get the stock while it is down some 50% from the last three months. In this article...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-pltr/palantir-technologies/news/unboxing-palantir-technologies-nysepltr-the-business-the-ris\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://simplywall.st/stocks/us/software/nyse-pltr/palantir-technologies/news/unboxing-palantir-technologies-nysepltr-the-business-the-ris","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199467548","content_text":"Looking at Palantir Technologies Inc. (NYSE:PLTR), some investors might ask themselves if there is an opportunity to get the stock while it is down some 50% from the last three months. In this article, we attempt to better understand the business and estimate the fundamental worth of the company. This can allow us to evaluate if Palantir is more appropriate for trading or long term investing.The State Of The BusinessPalantir is sitting on the crossroads between developing for government and commercial clients. The company has about 203 clients (p. 27) in total, and has potentially realized that it may not be able to sustain high client growth in the government sector.Currently, they seem to be pushing sales into the commercial sector in order to offset the mentioned declining growth. It seems that finding a niche in the commercial sector will be somewhat more difficult for Palantir, as this sector competes with every other data analytic platform, while on the government side, Palantir may be privy and able to develop restricted technologies. While Palantir offers a valuable analytics platform that integrates with services such as SAP, CRM etc., this field is rapidly evolving, and the said companies are creating their in-house solutions in order to drive off competitors like Palantir and improve their own profitability.In order for Palantir to have an edge into this landscape, they must develop high performing proprietary technology that will shield it from competition, while at the moment, their services also rely on public domain statistical technology such as multiple logistic regressions, significance tests, classification models paired with vision AI, etc.While it may seem that I am critical of the company, it is not quite true, a heavy use of analytics will drive talent to the company and there is good reason to suspect that they will actually develop the proprietary tech that stands out from the competition. I think that the company is a prime candidate to achieve this, however I don't feel that they are there yet.The ServicesPalantir is a bit of a black box for people that have never worked with data analytics, and the company seems to have designed itself to be vague about what it does. One can suspect, that if they explained it in plain words, that they would put their market cap at risk. That is also why we see some heavy visual effects on their promotional videos, and they seem to be targeted at government officials or retail investors that may not be able to distinguish between functionalities of the service and video cosmetics.In their latest filing (p. 22), we see that the split between services from government and commercial revenue is 59% to 41%, respectively for the last 9 months ending in Q3 2021.As far as services go, Palantir has currently 3 main platforms:Foundry - The main analytics service offered commerciallyGotham - The main analytics service offered to governmentsApollo - Allows software developers to continuously deploy and update their software that needs to need government security checks such as Europe's GDPRThe main approach that Palantir has in developing these analytics platforms is a bold one, especially in the world of \"Big Data\". While most platforms prioritize full automatization of machine learning solutions and delivering them via APIs, Palantir seems to prioritize the hybrid approach, where an analyst monitors data and makes sure to act on relevant events. This is more costly than automated analytics, but seems to magnify quality value for clients that overshadows the costs and risk of human error.As you can see, I feel that Palantir has a lot to improve and develop, however it already has a foothold in the technology, and is one of the companies that has a good chance to stay ahead in the race.I would add, that the main risk I see for the company, are rapid and public technological shifts that will decrease margins and be utilized by competitors.In essence, Palantir is a young company (still), that has the potential to deliver high cash flows for investors in the future, but the future seems to be a bit further than one may expect.With that, let's move on to the fundamentals, and see what this means for the stock.Fundamental OverviewShareholders of unprofitable companies usually expect strong revenue growth. Palantir Technologies grew its revenue by 41% over the last year, which is a great performance for a young growth company, but may be too early to be valued via sales multiples.The company also has a gross margin of 78%, and positive free cash flows of US$321m. The high gross margin means that the software solutions are cheap (not easy) to distribute, while the company can use the rest to push for more sales and development. The free cash flows are also a validation of the business model and give honest signals that profit should converge up to cash flows and the company has lower risk of bankruptcy. This also allows the company to borrow money while not being profitable yet, and invest the funds into the business.The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image).NYSE:PLTR Earnings and Revenue Growth February 23rd 2022Ultimately, all these figures need to be tied together in a way that helps investors make decisions.One way to do that, is to construct a valuation model. The Simply Wall St discounted cash flow model attempts to value the future cash flows in a rough way - the estimates are hard to get right with young companies, so take it with a grain of salt. The intrinsic value comes up to about US$30.7b today, or $15.3 per share - undervalued some 31.6% from the current $10.48 per share.Having a potentially undervalued stock, does not automatically mean that the price will jump to value anytime soon. Markets have a mind of their own, and it may take a long time (if ever) before the 2 values converge.We should always consider market factors that may impact price swings, such as:Depressed market mood, partly resulting from an expected economy contractionPrioritizing other investments that are more resistant to expected inflationReduction of liquidity in equity marketsA price jump resulting from the demand for security services due to a developing geopolitical situation in Eastern Europe and South AsiaWhat I hoped to illustrate, is that volatility is still expected to be high, and the stock is still high risk due to it being in its early growth stage. This can be great for short term traders or investors that are willing to hold through volatility for a longer period.Being part of the software side of the defense industry can also offer investors some diversification benefits, as companies like this are rare.Key TakeawaysPalantir's business seems to be a black box by design, which staves off competitors and can intrigue retail investors. The necessary growth avenue for the company is the commercial sector, which is also the largest portion that is at risk of competition.The stock seems to be undervalued, however the pace of change in technology and current market sentiment do not necessarily make it a good investment. Alternatively, seasoned traders can exploit price movements by attempting to predict catalyst events in the near future.The company has real potential to develop into a differentiated analytics platform for enterprise level companies that have ties to, or must meet, heavy government regulations.The stock also offers some diversification qualities as it focuses on the software and analytics side of defense systems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639276698,"gmtCreate":1643334341119,"gmtModify":1643334341119,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"既然不实，发出来蹭热度吗[弱]&nbsp;","listText":"既然不实，发出来蹭热度吗[弱]&nbsp;","text":"既然不实，发出来蹭热度吗[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639276698","repostId":"1158600956","repostType":2,"repost":{"id":"1158600956","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643334237,"share":"https://www.laohu8.com/m/news/1158600956?lang=&edition=full","pubTime":"2022-01-28 09:43","market":"other","language":"zh","title":"传斗鱼要被腾讯私有化，接近腾讯人士称消息不实","url":"https://stock-news.laohu8.com/highlight/detail?id=1158600956","media":"老虎资讯综合","summary":"1月28日讯，有媒体报道称，腾讯计划与至少一家私募股权投资机构合作，对斗鱼进行私有化。对此，斗鱼和腾讯均表示不予置评。此外，一位接近腾讯内部的人士表示，跟内部团队确认过，消息不实，并无此事。（新浪）","content":"<html><head></head><body><p>1月28日讯，有媒体报道称，腾讯计划与至少一家私募股权投资机构合作，对斗鱼进行私有化。对此，斗鱼和腾讯均表示不予置评。此外，一位接近腾讯内部的人士表示，跟内部团队确认过，消息不实，并无此事。（新浪）</p></body></html>","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>传斗鱼要被腾讯私有化，接近腾讯人士称消息不实</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传斗鱼要被腾讯私有化，接近腾讯人士称消息不实\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-28 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月28日讯，有媒体报道称，腾讯计划与至少一家私募股权投资机构合作，对斗鱼进行私有化。对此，斗鱼和腾讯均表示不予置评。此外，一位接近腾讯内部的人士表示，跟内部团队确认过，消息不实，并无此事。（新浪）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4116d3f96f9c5bee5c1c6052fd44cbf","relate_stocks":{"DOYU":"斗鱼","00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158600956","content_text":"1月28日讯，有媒体报道称，腾讯计划与至少一家私募股权投资机构合作，对斗鱼进行私有化。对此，斗鱼和腾讯均表示不予置评。此外，一位接近腾讯内部的人士表示，跟内部团队确认过，消息不实，并无此事。（新浪）","news_type":1},"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697749525,"gmtCreate":1642604639872,"gmtModify":1642604639872,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOLO\">$Electrameccanica Vehicles Corp.(SOLO)$</a>迎接一元时代吧","listText":"<a href=\"https://laohu8.com/S/SOLO\">$Electrameccanica Vehicles Corp.(SOLO)$</a>迎接一元时代吧","text":"$Electrameccanica Vehicles Corp.(SOLO)$迎接一元时代吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697749525","isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697752744,"gmtCreate":1642603654087,"gmtModify":1642603654087,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"为了入货吗？这种股票他也评级[开心]&nbsp;","listText":"为了入货吗？这种股票他也评级[开心]&nbsp;","text":"为了入货吗？这种股票他也评级[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697752744","repostId":"2204058942","repostType":2,"repost":{"id":"2204058942","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1642594140,"share":"https://www.laohu8.com/m/news/2204058942?lang=&edition=full","pubTime":"2022-01-19 20:09","market":"hk","language":"en","title":"Home Point Capital double downgraded to underweight from overweight at J.P. Morgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2204058942","media":"Dow Jones","summary":"MW Home Point Capital double downgraded to underweight from overweight at J.P. Morgan\n\n\n \n\n\n$(END)$ ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Home Point Capital double downgraded to underweight from overweight at J.P. Morgan\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  January 19, 2022 07:09 ET (12:09 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Home Point Capital double downgraded to underweight from overweight at J.P. Morgan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHome Point Capital double downgraded to underweight from overweight at J.P. Morgan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-19 20:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Home Point Capital double downgraded to underweight from overweight at J.P. Morgan\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  January 19, 2022 07:09 ET (12:09 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HMPT":"Home Point Capital Inc."},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204058942","content_text":"MW Home Point Capital double downgraded to underweight from overweight at J.P. Morgan\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  January 19, 2022 07:09 ET (12:09 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607531112,"gmtCreate":1639559237278,"gmtModify":1639559237278,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"继续买买买","listText":"继续买买买","text":"继续买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607531112","repostId":"607245014","repostType":1,"repost":{"id":607245014,"gmtCreate":1639552741459,"gmtModify":1639552741459,"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>一年新低[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;雷老板这回购了那么多，几个意思啊，","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>一年新低[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;雷老板这回购了那么多，几个意思啊，","text":"$小米集团-W(01810)$一年新低[捂脸] [捂脸] [捂脸] [捂脸] 雷老板这回购了那么多，几个意思啊，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607245014","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601500307,"gmtCreate":1638540799708,"gmtModify":1638540799708,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"因为不是华尔街IPO，所以不受待见，因为高层都在抛售，所以没有信心，说完","listText":"因为不是华尔街IPO，所以不受待见，因为高层都在抛售，所以没有信心，说完","text":"因为不是华尔街IPO，所以不受待见，因为高层都在抛售，所以没有信心，说完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601500307","repostId":"1169940461","repostType":2,"repost":{"id":"1169940461","pubTimestamp":1638517983,"share":"https://www.laohu8.com/m/news/1169940461?lang=&edition=full","pubTime":"2021-12-03 15:53","market":"us","language":"en","title":"Palantir, Our Top 2020s Tech Pick, Is A Rare Undervalued Tech Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1169940461","media":"seekingalpha","summary":"Palantir has been ignored by the market, in a world with Zoom, Tesla, and more, it no longer commands the same hype.The company has a unique market positioning, and it's continued to execute on an impressive value thesis for customers.The company still carries the risk that it's valued based on its future growth abilities.Going forward, we expect Palantir to continue its growth trajectory and drive substantial shareholder returns.Palantiris more than 50% below its 52-week high, with an almost $4","content":"<h4>Summary</h4>\n<ul>\n <li>Palantir has been ignored by the market, in a world with Zoom, Tesla, and more, it no longer commands the same hype.</li>\n <li>The company has a unique market positioning, and it's continued to execute on an impressive value thesis for customers.</li>\n <li>The company still carries the risk that it's valued based on its future growth abilities.</li>\n <li>Going forward, we expect Palantir to continue its growth trajectory and drive substantial shareholder returns.</li>\n</ul>\n<p>Palantir(NYSE:PLTR)is more than 50% below its 52-week high, with an almost $40 billion market capitalization. The companywas our top technology pick for the 2020s, and despite the market's dislike, has continued consistently growing. As we will see throughout this article, the company is a valuable investment worth paying attention to for the long run.</p>\n<h4>Palantir 3Q 2021 Results</h4>\n<p>Palantir drove strong 3Q 2021 results, highlighting the company's continued business strength.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab89cae1c4e0ffc1f4ec3b7a50d8ef0e\" tg-width=\"640\" tg-height=\"281\" referrerpolicy=\"no-referrer\"><span>Palantir 3Q 2021 Results - Palantir Investor Presentation</span></p>\n<p>Palantir has grown its customer count by 135% YoY, highlighting its incredibly strong business. The company added 34 net new customers in 3Q 2021, with 46% QoQ customer growth. Many of these customers are large multi-national companies or government organizations, with the ability to drive numerous $ millions in revenue.</p>\n<p>An example of this is, during the quarter, the company closed 54 deals worth &gt;$1 million, of which, an impressive 18 deals were valued at at least $10 million. Financially, the company's revenue grew by 36% YoY to almost $400 million ($1.6 billion annualized). The company tends to have two substantial growth paths of growing existing customer relations and finding new ones.</p>\n<p>We feel it's hit nowhere near the market saturation or value that its business offers to potential customers.</p>\n<h4>Palantir Building A Long-term Business</h4>\n<p>Putting this growth together and Palantir is focused on building a long-term business.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c66b39efe2ea1f36e4b7159bd5d76681\" tg-width=\"640\" tg-height=\"254\" referrerpolicy=\"no-referrer\"><span>Palantir Long-Term Business - Palantir Investor Presentation</span></p>\n<p>Palantir is focused on growing its business and driving long-term shareholder value. The company has its total remaining deal value at $3.6 billion, representing 50% YoY growth. The company's commercial deal value more than doubled YoY and the company's remaining performance obligation almost tripled.</p>\n<p>That long-term business for the company will help it balance out and drive reliable continued shareholder reviews.</p>\n<h4>Palantir Business Deal Examples</h4>\n<p>Palantir's business deals tend to be large and long-term, highlighting the company's value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a825b717a61cdbc34048a13af5013acf\" tg-width=\"640\" tg-height=\"282\" referrerpolicy=\"no-referrer\"><span>Palantir Deal - Palantir Investor Presentation</span></p>\n<p>In the most recent quarter, Palantir signed a 4-year $87 million contract with the US Department of Veteran Affairs. A primary focus here for the company is to help drive improved healthcare outcomes. Other deals include becoming the sole provider of the Army's Intelligence Data Fabric, and another long-term healthcare deal with the NIH.</p>\n<p>The company is focused on continuing to make deals, using its incredibly unique software offerings to expand deals.</p>\n<h4>Palantir Financial Picture</h4>\n<p>Palantir is focused on significantly improving its financial picture and shareholder returns.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a1964625fa92935e1a9788e6e7e453d\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Palantir Financial Picture - Palantir Investor Presentation</span></p>\n<p>Palantir has increased its FY adjusted FCF guidance to &gt;$400 million based on its incredibly strength recently. YTD the company has seen more than $300 million, a significant improvement on 2020. The company is currently trading at roughly 100x annualized adjusted FCF, meaning the market is proving in significant growth.</p>\n<p>However, the company has been improving in all sectors. It has improved its margins dramatically YoY. The average revenue from its top 10 customers has increased from $31 million to $41 million YoY and its total customer count has increased by 20% QoQ. The company has room to continue increasing its revenue per customer and future growth.</p>\n<p>Going forward, we expect the company to continue both increasing its margins and its total revenue. Its 2021 revenue target was ~40% growth, an increase from previous. The company is forecasting &gt;30% annualized revenue growth over the next 4 with continued expansion of its 26% adjusted FCF margin to revenue.</p>\n<p>From $1.5 billion in 2021 revenue, the company anticipates reaching 2025 revenue at $4.3 billion. We see that as the lower end of its estimate, and assuming it continues its 40% growth, it could see revenue closer to the $5.5-6.0 billion range. For our purposes, we will take a slightly optimistic growth assumption and assume $5 billion in 2025 revenue.</p>\n<p>We will also assume the company continues its 1% annualized margin growth and hits a 2025 adjusted FCF margin of 30% versus 26%. That's because as the company scales revenue with customers, its costs increase by less, with fixed software costs, and its margins increase. That implies 2025 adjusted FCF of $1.5 billion, a 4% FCF yield versus the current 1% FCF yield.</p>\n<p>That 4-year quadrupling in FCF shows the company's impressive ability to continue driving long-term shareholder rewards. Our 2030 forecast is for a FCF based on cost today of &gt;10% given the company's impressive asset portfolio and continued growth. That long-term sustainable growth potential highlights the re-iteration of the company as our top 2020s technology pick.</p>\n<h4>Palantir Risk</h4>\n<p>Palantir's risk is that the company is valued based on its future growth. The company, if its FCF would remain constant, would be heavily overvalued. While we see the company as having significant future growth potential, with its completely unique set of customer offerings, whether it stays true to that growth potential is always a risk.</p>\n<h4>Conclusion</h4>\n<p>Palantir is a unique company in a unique market. The company is one of the few companies focused on massively providing large-scale software support to its corporate and government customers, helping to bring the latest technology into what's historically been a slow to grow field. The company's unique market here means significant long-term potential.</p>\n<p>We expect the company to continue managing costs, rapidly growing existing customer revenue, and signing new customer revenue. That combination is expected to drive rapid and growing FCF, making Palantir very undervalued in our view, and a substantial long-term investment opportunity worth paying close attention to.</p>","source":"seekingalpha","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>Palantir, Our Top 2020s Tech Pick, Is A Rare Undervalued Tech Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir, Our Top 2020s Tech Pick, Is A Rare Undervalued Tech Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4473026-palantir-pltr-top-2020-tech-stock-undervalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir has been ignored by the market, in a world with Zoom, Tesla, and more, it no longer commands the same hype.\nThe company has a unique market positioning, and it's continued to execute...</p>\n\n<a href=\"https://seekingalpha.com/article/4473026-palantir-pltr-top-2020-tech-stock-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4473026-palantir-pltr-top-2020-tech-stock-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169940461","content_text":"Summary\n\nPalantir has been ignored by the market, in a world with Zoom, Tesla, and more, it no longer commands the same hype.\nThe company has a unique market positioning, and it's continued to execute on an impressive value thesis for customers.\nThe company still carries the risk that it's valued based on its future growth abilities.\nGoing forward, we expect Palantir to continue its growth trajectory and drive substantial shareholder returns.\n\nPalantir(NYSE:PLTR)is more than 50% below its 52-week high, with an almost $40 billion market capitalization. The companywas our top technology pick for the 2020s, and despite the market's dislike, has continued consistently growing. As we will see throughout this article, the company is a valuable investment worth paying attention to for the long run.\nPalantir 3Q 2021 Results\nPalantir drove strong 3Q 2021 results, highlighting the company's continued business strength.\nPalantir 3Q 2021 Results - Palantir Investor Presentation\nPalantir has grown its customer count by 135% YoY, highlighting its incredibly strong business. The company added 34 net new customers in 3Q 2021, with 46% QoQ customer growth. Many of these customers are large multi-national companies or government organizations, with the ability to drive numerous $ millions in revenue.\nAn example of this is, during the quarter, the company closed 54 deals worth >$1 million, of which, an impressive 18 deals were valued at at least $10 million. Financially, the company's revenue grew by 36% YoY to almost $400 million ($1.6 billion annualized). The company tends to have two substantial growth paths of growing existing customer relations and finding new ones.\nWe feel it's hit nowhere near the market saturation or value that its business offers to potential customers.\nPalantir Building A Long-term Business\nPutting this growth together and Palantir is focused on building a long-term business.\nPalantir Long-Term Business - Palantir Investor Presentation\nPalantir is focused on growing its business and driving long-term shareholder value. The company has its total remaining deal value at $3.6 billion, representing 50% YoY growth. The company's commercial deal value more than doubled YoY and the company's remaining performance obligation almost tripled.\nThat long-term business for the company will help it balance out and drive reliable continued shareholder reviews.\nPalantir Business Deal Examples\nPalantir's business deals tend to be large and long-term, highlighting the company's value.\nPalantir Deal - Palantir Investor Presentation\nIn the most recent quarter, Palantir signed a 4-year $87 million contract with the US Department of Veteran Affairs. A primary focus here for the company is to help drive improved healthcare outcomes. Other deals include becoming the sole provider of the Army's Intelligence Data Fabric, and another long-term healthcare deal with the NIH.\nThe company is focused on continuing to make deals, using its incredibly unique software offerings to expand deals.\nPalantir Financial Picture\nPalantir is focused on significantly improving its financial picture and shareholder returns.\nPalantir Financial Picture - Palantir Investor Presentation\nPalantir has increased its FY adjusted FCF guidance to >$400 million based on its incredibly strength recently. YTD the company has seen more than $300 million, a significant improvement on 2020. The company is currently trading at roughly 100x annualized adjusted FCF, meaning the market is proving in significant growth.\nHowever, the company has been improving in all sectors. It has improved its margins dramatically YoY. The average revenue from its top 10 customers has increased from $31 million to $41 million YoY and its total customer count has increased by 20% QoQ. The company has room to continue increasing its revenue per customer and future growth.\nGoing forward, we expect the company to continue both increasing its margins and its total revenue. Its 2021 revenue target was ~40% growth, an increase from previous. The company is forecasting >30% annualized revenue growth over the next 4 with continued expansion of its 26% adjusted FCF margin to revenue.\nFrom $1.5 billion in 2021 revenue, the company anticipates reaching 2025 revenue at $4.3 billion. We see that as the lower end of its estimate, and assuming it continues its 40% growth, it could see revenue closer to the $5.5-6.0 billion range. For our purposes, we will take a slightly optimistic growth assumption and assume $5 billion in 2025 revenue.\nWe will also assume the company continues its 1% annualized margin growth and hits a 2025 adjusted FCF margin of 30% versus 26%. That's because as the company scales revenue with customers, its costs increase by less, with fixed software costs, and its margins increase. That implies 2025 adjusted FCF of $1.5 billion, a 4% FCF yield versus the current 1% FCF yield.\nThat 4-year quadrupling in FCF shows the company's impressive ability to continue driving long-term shareholder rewards. Our 2030 forecast is for a FCF based on cost today of >10% given the company's impressive asset portfolio and continued growth. That long-term sustainable growth potential highlights the re-iteration of the company as our top 2020s technology pick.\nPalantir Risk\nPalantir's risk is that the company is valued based on its future growth. The company, if its FCF would remain constant, would be heavily overvalued. While we see the company as having significant future growth potential, with its completely unique set of customer offerings, whether it stays true to that growth potential is always a risk.\nConclusion\nPalantir is a unique company in a unique market. The company is one of the few companies focused on massively providing large-scale software support to its corporate and government customers, helping to bring the latest technology into what's historically been a slow to grow field. The company's unique market here means significant long-term potential.\nWe expect the company to continue managing costs, rapidly growing existing customer revenue, and signing new customer revenue. That combination is expected to drive rapid and growing FCF, making Palantir very undervalued in our view, and a substantial long-term investment opportunity worth paying close attention to.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875079567,"gmtCreate":1637592234007,"gmtModify":1637592234007,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ROOT\">$Root, Inc.(ROOT)$</a>继续创新低[强]&nbsp;[强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ROOT\">$Root, Inc.(ROOT)$</a>继续创新低[强]&nbsp;[强]&nbsp;","text":"$Root, Inc.(ROOT)$继续创新低[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875079567","isVote":1,"tweetType":1,"viewCount":3102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871291371,"gmtCreate":1637072182938,"gmtModify":1637072182938,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"瑜亮之争吗？","listText":"瑜亮之争吗？","text":"瑜亮之争吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871291371","repostId":"1104391547","repostType":4,"repost":{"id":"1104391547","pubTimestamp":1637068885,"share":"https://www.laohu8.com/m/news/1104391547?lang=&edition=full","pubTime":"2021-11-16 21:21","market":"us","language":"zh","title":"知名投资人：现在唱衰Rivian，就像当初做空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1104391547","media":"新浪财经","summary":"该公司尚未产生任何实质性的收入，而且只生产了不到200辆汽车。","content":"<p>美国亿万富翁投资者、人称“查马哥”的查马斯-帕里哈皮蒂亚（Chamath Palihapitiya）近日为电动汽车初创公司Rivian的估值进行了辩护，称投资者认为该公司拥有坚实的产品，而此次IPO的承销商是这方面的专家。</p>\n<p>帕里哈皮蒂亚上周末在自己的播客上表示，批评Rivian市值1100亿美元的人让他想起了一群一直在做空特斯拉的投资者。</p>\n<p>Rivian的估值受到很多投资者的批评，因为该公司尚未产生任何实质性的收入，而且只生产了不到200辆汽车。一些人认为这是股市泡沫的迹象。特斯拉CEO马斯克也曾多次讽刺这家竞争对手的高估值。</p>\n<p>然而，帕利哈皮蒂亚上周末在播客上为该公司辩护，认为投资者看到了并喜欢Rivian的产品，并指出该公司已签署了一项协议，为电商巨头亚马逊提供10万辆电动卡车。</p>\n<p>他说：“我听说这是一辆设计精良的卡车，他们在市场上走了一条非常明智的道路，基本上就是为亚马逊制造这些货运卡车。”</p>\n<p>帕里哈皮蒂亚说，人们不应该仅仅因为主要投资者认为Rivian价值1000亿美元或更多就攻击它。</p>\n<p>帕里哈皮蒂亚驳斥了那些声称自己知道Rivian真正价值的人。</p>\n<p>他说，这样的估计是“肤浅的”，并让他想起了“特斯拉怀疑论者”提出的论点。这群投资者近年来一直在做空特斯拉，随着该公司市值飙升至逾1万亿美元，他们一直在亏损。</p>\n<p><img src=\"https://static.tigerbbs.com/09476eeb9e121c5d355afa08e1da8792\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"XLCJ","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>知名投资人：现在唱衰Rivian，就像当初做空特斯拉</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; 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class=\"title\">\n知名投资人：现在唱衰Rivian，就像当初做空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 21:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-16/doc-iktzqtyu7604590.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国亿万富翁投资者、人称“查马哥”的查马斯-帕里哈皮蒂亚（Chamath Palihapitiya）近日为电动汽车初创公司Rivian的估值进行了辩护，称投资者认为该公司拥有坚实的产品，而此次IPO的承销商是这方面的专家。\n帕里哈皮蒂亚上周末在自己的播客上表示，批评Rivian市值1100亿美元的人让他想起了一群一直在做空特斯拉的投资者。\nRivian的估值受到很多投资者的批评，因为该公司尚未产生...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-16/doc-iktzqtyu7604590.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-16/doc-iktzqtyu7604590.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104391547","content_text":"美国亿万富翁投资者、人称“查马哥”的查马斯-帕里哈皮蒂亚（Chamath Palihapitiya）近日为电动汽车初创公司Rivian的估值进行了辩护，称投资者认为该公司拥有坚实的产品，而此次IPO的承销商是这方面的专家。\n帕里哈皮蒂亚上周末在自己的播客上表示，批评Rivian市值1100亿美元的人让他想起了一群一直在做空特斯拉的投资者。\nRivian的估值受到很多投资者的批评，因为该公司尚未产生任何实质性的收入，而且只生产了不到200辆汽车。一些人认为这是股市泡沫的迹象。特斯拉CEO马斯克也曾多次讽刺这家竞争对手的高估值。\n然而，帕利哈皮蒂亚上周末在播客上为该公司辩护，认为投资者看到了并喜欢Rivian的产品，并指出该公司已签署了一项协议，为电商巨头亚马逊提供10万辆电动卡车。\n他说：“我听说这是一辆设计精良的卡车，他们在市场上走了一条非常明智的道路，基本上就是为亚马逊制造这些货运卡车。”\n帕里哈皮蒂亚说，人们不应该仅仅因为主要投资者认为Rivian价值1000亿美元或更多就攻击它。\n帕里哈皮蒂亚驳斥了那些声称自己知道Rivian真正价值的人。\n他说，这样的估计是“肤浅的”，并让他想起了“特斯拉怀疑论者”提出的论点。这群投资者近年来一直在做空特斯拉，随着该公司市值飙升至逾1万亿美元，他们一直在亏损。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871037579,"gmtCreate":1636993268516,"gmtModify":1636993268516,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HMPT\">$Home Point Capital Inc.(HMPT)$</a>这个庄家，挺狠的","listText":"<a href=\"https://laohu8.com/S/HMPT\">$Home Point Capital Inc.(HMPT)$</a>这个庄家，挺狠的","text":"$Home Point Capital Inc.(HMPT)$这个庄家，挺狠的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871037579","isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873737151,"gmtCreate":1636986260582,"gmtModify":1636986260582,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"作者貌似不懂什么叫资本主义","listText":"作者貌似不懂什么叫资本主义","text":"作者貌似不懂什么叫资本主义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873737151","repostId":"2183702949","repostType":2,"repost":{"id":"2183702949","pubTimestamp":1636977231,"share":"https://www.laohu8.com/m/news/2183702949?lang=&edition=full","pubTime":"2021-11-15 19:53","market":"us","language":"zh","title":"马斯克到底占了多少美国便宜才赚得巨额财富？","url":"https://stock-news.laohu8.com/highlight/detail?id=2183702949","media":"腾讯科技","summary":"如果没有美国政府和纳税人的支持，特斯拉和SpaceX都不可能存活这么长时间。","content":"<p><img src=\"https://static.tigerbbs.com/95f33e5a90e0b16b9265812099a1e5dd\" tg-width=\"1024\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>科技讯 11月15日消息，作为电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和太空探索技术公司SpaceX的双料首席执行官，埃隆·马斯克(Elon Musk)已经拥有近3000亿美元的巨额资产。他可能需要感谢投资者的押注，但美国政府和纳税人的支持也至关重要。</p>\n<p>马斯克到底交了多少税，最近引起了很多关注，甚至在他决定出售价值69亿美元特斯拉股票以履行缴税义务之前，他还在社交媒体上进行了民调。美国国会始终呼吁征收“亿万富翁税”，这将要求马斯克等超富至少支付某种水平的最低限度税款，即使这些人通常几乎没有应税收入。马斯克在社交平台上猛烈抨击了这一想法。</p>\n<p>但马斯克赚得的巨额财富中，到底有多少要归功于他旗下公司获得的美国政府支持，这并不是个容易回答的问题。从某些方面来看，马斯克的财富很少归功于纳税人的支持。但在某些方面，他的几乎所有财富都来自国家扶持。</p>\n<p>马斯克的个人财富基于他旗下公司的价值，其中包括特斯拉和SpaceX。特斯拉是美国历史上第六家市值超过1万亿美元的公司，SpaceX被认为是美国估值最高的私营企业，估值超过1000亿美元。但这些估值主要是基于投资者对其未来销售和利润的信心，而不是这些公司迄今显示的相对较少的财务业绩。例如，特斯拉的销量和收益只占其他老牌汽车制造商的一小部分。</p>\n<p>今年前九个月，特斯拉汽车在全球的销量为62.7万辆，净利润为32亿美元，这两项数据都创下了该公司的纪录。但丰田的全球销量是特斯拉的10倍，净营收为2.3万亿日元(203亿美元)，是特斯拉的六倍多。即便如此，特斯拉市值仍是丰田市值的三倍多，尽管后者是世界上市值第二高的汽车制造商。特斯拉的市值大致相当于全球最大12家汽车制造商的市值总和。</p>\n<p>然而，如果没有美国政府和纳税人的支持，特斯拉和SpaceX都不可能存活这么长时间，投资者也永远不会有机会对这两家公司进行大规模押注。</p>\n<p><b>出售碳积分赚了数十亿美元</b></p>\n<p>在2020年发布的推文中，马斯克亲口承认，就在最近的2019年，特斯拉几乎被迫申请破产。今天看似势不可挡的股价始终处于挣扎状态，投资者有理由担心，该公司面临极度的现金短缺，因为它难以提高Model 3轿车的产量。</p>\n<p>马斯克当时在那条推文中表示：“我们最近濒临破产大约在1个月前。从2017年中期到2019年中期，Model 3的增产坡道在很长一段时间里都处于极端的压力和痛苦之中，生产和物流堪称地狱。”</p>\n<p>然而，马斯克没有提到的是，维持该公司生存的关键之一是向其他汽车制造商出售碳积分。碳积分是加州提出的“零排放汽车”CEV计划，由美国空气资源委员会（CARB）牵头，主要旨在防止机动车污染物排放。环境法规要求不符合排放标准的公司支付罚款或购买符合规定的公司产生的碳积分。</p>\n<p>由于特斯拉专注于生产和出售纯电动汽车，因此其手中拥有大量碳积分。从2008年到2019年上半年，特斯拉依靠销售碳积分获得了超过20亿美元的收入，这笔资金对该公司的生存至关重要。自那以后，汽车销量的增加带来了更多的碳积分。自2019年6月以来，特斯拉的碳积分销售额超过30亿美元。</p>\n<p>这使得该公司能够比没有碳积分的情况下更快地展现出盈利能力，从而提升了股票的价值。事实上，直到今年第二季度，特斯拉公布的净利润才超过碳积分销售收入。</p>\n<p>韦德布什证券公司(WedBush Securities)科技分析师丹·艾夫斯(Dan Ives)如今看涨特斯拉股票，他表示：“实际上，是美国纳税人帮助马斯克度过了最艰难的时期。”2019年，由于特斯拉的处境举步维艰，艾夫斯也对其前景持怀疑态度。他说：“如果没有碳积分，特斯拉就不会成为全球知名品牌，马斯克也不会成为世界首富。”</p>\n<p><b>“其他”数十亿美元变相扶持</b></p>\n<p>碳积分收入并不是特斯拉获得的唯一政府援助。2010年1月，也就是进行首次公开募股(IPO)前几个月，该公司从<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部获得了4.65亿美元的低息贷款，当时该公司急需现金。特斯拉能够利用这笔钱提前偿还贷款，但只能通过2013年额外出售股票的收益来偿还。</p>\n<p>特斯拉还受益于购车者在购买特斯拉或其他插电式汽车时获得的巨额税收抵免。这些税款流向了买家，而不是直接流向公司，但这一激励措施让特斯拉能够对其汽车收取比其他情况下更高的价格。事实上，2019年初，当购买特斯拉汽车的联邦税收抵免从7500美元减半至3750美元时，特斯拉的回应是将汽车价格下调了2000美元，以保持竞争力。</p>\n<p>在2019年底这项福利完全消失之前，特斯拉买家总共获得了价值34亿美元的联邦税收抵免。即使这项措施只允许特斯拉提价一半，这也意味着联邦政府另外向其提供了17亿美元的帮助。而到目前为止，特斯拉已经从碳积分销售中获得了50亿美元收入。</p>\n<p><b>NASA数度出手拯救SpaceX</b></p>\n<p>除了特斯拉，美国政府也对SpaceX数次伸出援手。尽管这家太空公司规模较小，但仍然是马斯克财富的重要来源。纳税人对这个项目的支持更加明显，因为它是以价值数十亿美元的直接政府合同形式提供扶持的。</p>\n<p>根据追踪联邦支出的政府数据库Sam.gov的数据，SpaceX已经与政府机构签署了价值近100亿美元的合同。最重要的是该公司在2008年圣诞节前夕收到的一份合同，当时SpaceX和马斯克几乎已经耗尽现金。这份向国际空间站运送12次补给任务的合同价值16亿美元。</p>\n<p>倡导太空飞行的公共利益组织行星协会(Planar Society)的高级太空政策顾问凯西·德雷尔(Casey Dreier)说，这笔交易至关重要，因为它让SpaceX完成了其发射主力猎鹰9号火箭、以及将搭载补给并最终运送宇航员的载人龙飞船的开发工作。德雷尔表示：“当时SpaceX和马斯克都处于破产的边缘。马斯克曾指出，他们处于危险的边缘，这笔合同帮助拯救了公司。”</p>\n<p>德雷尔还称，国际空间站和其他合同对NASA来说也有很大好处，允许该机构使用SpaceX的技术，而不再依赖俄罗斯运送美国宇航员。</p>\n<p>自那以后，SpaceX已经从NASA、军方和其他美国政府机构获得了大量额外合同。比如，该公司今年赢得了价值近30亿美元的合同，帮助开发下一款运载宇航员到月球表面的飞行器。德雷尔说，SpaceX和其他NASA承包商也受益于该机构的实物支持，包括接触NASA员工和专业知识。（腾讯科技审校/金鹿）</p>","source":"tencent","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>马斯克到底占了多少美国便宜才赚得巨额财富？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克到底占了多少美国便宜才赚得巨额财富？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 19:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111151604447c54bf7b&s=b><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 11月15日消息，作为电动汽车制造商特斯拉和太空探索技术公司SpaceX的双料首席执行官，埃隆·马斯克(Elon Musk)已经拥有近3000亿美元的巨额资产。他可能需要感谢投资者的押注，但美国政府和纳税人的支持也至关重要。\n马斯克到底交了多少税，最近引起了很多关注，甚至在他决定出售价值69亿美元特斯拉股票以履行缴税义务之前，他还在社交媒体上进行了民调。美国国会始终呼吁征收“亿万富翁税...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111151604447c54bf7b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6426349196f3b691e3c2d10e4874e702","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111151604447c54bf7b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2183702949","content_text":"腾讯科技讯 11月15日消息，作为电动汽车制造商特斯拉和太空探索技术公司SpaceX的双料首席执行官，埃隆·马斯克(Elon Musk)已经拥有近3000亿美元的巨额资产。他可能需要感谢投资者的押注，但美国政府和纳税人的支持也至关重要。\n马斯克到底交了多少税，最近引起了很多关注，甚至在他决定出售价值69亿美元特斯拉股票以履行缴税义务之前，他还在社交媒体上进行了民调。美国国会始终呼吁征收“亿万富翁税”，这将要求马斯克等超富至少支付某种水平的最低限度税款，即使这些人通常几乎没有应税收入。马斯克在社交平台上猛烈抨击了这一想法。\n但马斯克赚得的巨额财富中，到底有多少要归功于他旗下公司获得的美国政府支持，这并不是个容易回答的问题。从某些方面来看，马斯克的财富很少归功于纳税人的支持。但在某些方面，他的几乎所有财富都来自国家扶持。\n马斯克的个人财富基于他旗下公司的价值，其中包括特斯拉和SpaceX。特斯拉是美国历史上第六家市值超过1万亿美元的公司，SpaceX被认为是美国估值最高的私营企业，估值超过1000亿美元。但这些估值主要是基于投资者对其未来销售和利润的信心，而不是这些公司迄今显示的相对较少的财务业绩。例如，特斯拉的销量和收益只占其他老牌汽车制造商的一小部分。\n今年前九个月，特斯拉汽车在全球的销量为62.7万辆，净利润为32亿美元，这两项数据都创下了该公司的纪录。但丰田的全球销量是特斯拉的10倍，净营收为2.3万亿日元(203亿美元)，是特斯拉的六倍多。即便如此，特斯拉市值仍是丰田市值的三倍多，尽管后者是世界上市值第二高的汽车制造商。特斯拉的市值大致相当于全球最大12家汽车制造商的市值总和。\n然而，如果没有美国政府和纳税人的支持，特斯拉和SpaceX都不可能存活这么长时间，投资者也永远不会有机会对这两家公司进行大规模押注。\n出售碳积分赚了数十亿美元\n在2020年发布的推文中，马斯克亲口承认，就在最近的2019年，特斯拉几乎被迫申请破产。今天看似势不可挡的股价始终处于挣扎状态，投资者有理由担心，该公司面临极度的现金短缺，因为它难以提高Model 3轿车的产量。\n马斯克当时在那条推文中表示：“我们最近濒临破产大约在1个月前。从2017年中期到2019年中期，Model 3的增产坡道在很长一段时间里都处于极端的压力和痛苦之中，生产和物流堪称地狱。”\n然而，马斯克没有提到的是，维持该公司生存的关键之一是向其他汽车制造商出售碳积分。碳积分是加州提出的“零排放汽车”CEV计划，由美国空气资源委员会（CARB）牵头，主要旨在防止机动车污染物排放。环境法规要求不符合排放标准的公司支付罚款或购买符合规定的公司产生的碳积分。\n由于特斯拉专注于生产和出售纯电动汽车，因此其手中拥有大量碳积分。从2008年到2019年上半年，特斯拉依靠销售碳积分获得了超过20亿美元的收入，这笔资金对该公司的生存至关重要。自那以后，汽车销量的增加带来了更多的碳积分。自2019年6月以来，特斯拉的碳积分销售额超过30亿美元。\n这使得该公司能够比没有碳积分的情况下更快地展现出盈利能力，从而提升了股票的价值。事实上，直到今年第二季度，特斯拉公布的净利润才超过碳积分销售收入。\n韦德布什证券公司(WedBush Securities)科技分析师丹·艾夫斯(Dan Ives)如今看涨特斯拉股票，他表示：“实际上，是美国纳税人帮助马斯克度过了最艰难的时期。”2019年，由于特斯拉的处境举步维艰，艾夫斯也对其前景持怀疑态度。他说：“如果没有碳积分，特斯拉就不会成为全球知名品牌，马斯克也不会成为世界首富。”\n“其他”数十亿美元变相扶持\n碳积分收入并不是特斯拉获得的唯一政府援助。2010年1月，也就是进行首次公开募股(IPO)前几个月，该公司从美国能源部获得了4.65亿美元的低息贷款，当时该公司急需现金。特斯拉能够利用这笔钱提前偿还贷款，但只能通过2013年额外出售股票的收益来偿还。\n特斯拉还受益于购车者在购买特斯拉或其他插电式汽车时获得的巨额税收抵免。这些税款流向了买家，而不是直接流向公司，但这一激励措施让特斯拉能够对其汽车收取比其他情况下更高的价格。事实上，2019年初，当购买特斯拉汽车的联邦税收抵免从7500美元减半至3750美元时，特斯拉的回应是将汽车价格下调了2000美元，以保持竞争力。\n在2019年底这项福利完全消失之前，特斯拉买家总共获得了价值34亿美元的联邦税收抵免。即使这项措施只允许特斯拉提价一半，这也意味着联邦政府另外向其提供了17亿美元的帮助。而到目前为止，特斯拉已经从碳积分销售中获得了50亿美元收入。\nNASA数度出手拯救SpaceX\n除了特斯拉，美国政府也对SpaceX数次伸出援手。尽管这家太空公司规模较小，但仍然是马斯克财富的重要来源。纳税人对这个项目的支持更加明显，因为它是以价值数十亿美元的直接政府合同形式提供扶持的。\n根据追踪联邦支出的政府数据库Sam.gov的数据，SpaceX已经与政府机构签署了价值近100亿美元的合同。最重要的是该公司在2008年圣诞节前夕收到的一份合同，当时SpaceX和马斯克几乎已经耗尽现金。这份向国际空间站运送12次补给任务的合同价值16亿美元。\n倡导太空飞行的公共利益组织行星协会(Planar Society)的高级太空政策顾问凯西·德雷尔(Casey Dreier)说，这笔交易至关重要，因为它让SpaceX完成了其发射主力猎鹰9号火箭、以及将搭载补给并最终运送宇航员的载人龙飞船的开发工作。德雷尔表示：“当时SpaceX和马斯克都处于破产的边缘。马斯克曾指出，他们处于危险的边缘，这笔合同帮助拯救了公司。”\n德雷尔还称，国际空间站和其他合同对NASA来说也有很大好处，允许该机构使用SpaceX的技术，而不再依赖俄罗斯运送美国宇航员。\n自那以后，SpaceX已经从NASA、军方和其他美国政府机构获得了大量额外合同。比如，该公司今年赢得了价值近30亿美元的合同，帮助开发下一款运载宇航员到月球表面的飞行器。德雷尔说，SpaceX和其他NASA承包商也受益于该机构的实物支持，包括接触NASA员工和专业知识。（腾讯科技审校/金鹿）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879504394,"gmtCreate":1636732478029,"gmtModify":1636732478029,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>市场大多数时候都是对的","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>市场大多数时候都是对的","text":"$Palantir Technologies Inc.(PLTR)$市场大多数时候都是对的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879504394","repostId":"1198342851","repostType":2,"repost":{"id":"1198342851","pubTimestamp":1636623624,"share":"https://www.laohu8.com/m/news/1198342851?lang=&edition=full","pubTime":"2021-11-11 17:40","market":"us","language":"en","title":"Palantir Stock: Teaching The Market A Lesson","url":"https://stock-news.laohu8.com/highlight/detail?id=1198342851","media":"seekingalpha","summary":"Summary\n\nPalantir submitted a strong earnings card for the third quarter.\nThe analytics firm is rais","content":"<p>Summary</p>\n<ul>\n <li>Palantir submitted a strong earnings card for the third quarter.</li>\n <li>The analytics firm is raising its revenue and free cash flow forecast for FY 2021 materially due to accelerating business momentum.</li>\n <li>Revenue estimates should continue to go up.</li>\n</ul>\n<p>Shares of Palantir (PLTR) cratered 10% after the submission of the firm's Q3'21 earnings sheet on&nbsp;Tuseday, although the data analytics firm raised its revenue and cash flow outlook. The drop in pricing presents a buying opportunity because revenue growth is accelerating and customer monetization is improving!</p>\n<p><b>Why Palantir is a buy on the drop (again)</b></p>\n<p>With the presentation of Palantir's third-quarter earnings card yesterday, the software and analytics business demonstrates that the market may still be underestimating the firm's potential for revenue growth, especially in the commercial segment which is gaining continual momentum. In the third quarter, Palantir generated revenues of $392.1M, showing an increase of 36% year over year. Third-quarter sales surpassed Palantir's guidance of $385M in revenues and Palantir's commercial business is crushing it. The segment grew commercial customers by 46% year over year and US commercial revenues by 103% compared to the year-earlier period. Government revenues (56% share) contributed $217.8M in sales in the third quarter and the private enterprise segment was responsible for $174.3M in sales (44% revenue share). Palantir's commercial business is getting more important regarding client and revenue growth. The firm's year-to-date revenues are $1.1B, showing 44% growth compared to the year-earlier period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada3b189376589e0db5cd9327e897664\" tg-width=\"1255\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><span>(Source:Palantir)</span></p>\n<p>Palantir is not only growing revenues but also improving monetization of existing customers that sign on to its analytics platform. Palantir added 34 new customers to its client pool in the third quarter and managed to improve customer monetization by generating higher revenues per average customer. The average revenue per top 20 customer grew to $41M in the third quarter... that's equal to a growth rate of 35% year over year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7dc262f8cb5aa1b1fa15ffdc3453619\" tg-width=\"1498\" tg-height=\"568\" referrerpolicy=\"no-referrer\"><span>(Source:Palantir)</span></p>\n<p>Turning to free cash flow.</p>\n<p>Palantir generated free cash flow of $119M in third quarter. This free cash flow, using revenues of $392M, calculates to an impressive and growing margin of 30%. The free cash flow margin in the second quarter was just 13%, so Palantir's profitability is rapidly improving. The third quarter was the fourth straight quarter of positive FCF margins for Palantir…</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5216ead75d7f97bc953ecaa242a8a2\" tg-width=\"1722\" tg-height=\"547\" referrerpolicy=\"no-referrer\"><span>(Source: Palantir)</span></p>\n<p>Because Palantir's software and analytics business is gaining momentum, the firm is raising its full year free cash flow forecast again. The firm expected adjusted free cash flow in excess of$150M in the first quarter, FCF in excess of$300M in the second quarter, and now raised its free cash expectation tomore than $400M for FY 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae68bb14ff450e32e95d2637eba6b04\" tg-width=\"1196\" tg-height=\"562\" referrerpolicy=\"no-referrer\"><span>(Source: Palantir)</span></p>\n<p>Palantir also raised its revenue forecast for FY 2021 from 30% to 40% due to accelerating business growth and better customer acquisition. Since the software firm generated $1.1B in revenues in FY 2020, the new guidance implies revenues of $1.54B and a free cash flow margin of 26% in FY 2021. Because of the raised revenue forecast, I estimate that Palantir's revenues could top $2.0B next year and $5.0B by 2025. A margin of 30% implies free cash flow of $1.5B by 2025, but I consider a 30% FCF margin low. Accelerating customer uptake of Palantir's analytics services and growing revenues per customer show progress in customer monetization, so the free cash flow margin could grow to, say, 40% by 2025. A 40% margin implies free cash flow of $2.0B. Based off of Palantir's Q3'21 FCF guidance for the full year, this estimate represents a 5 X factor increase in free cash flow within four years for Palantir.</p>\n<p>Palantir's sales growth was discounted by 10% yesterday and revenue estimates should continue to rise...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9529e1572da320d87b443aa9f9a45ca6\" tg-width=\"850\" tg-height=\"599\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Because of stronger than expected sales and free cash flow growth, shares of Palantir can power higher. But they dropped 10% drop because Palantir also projected an adjusted operating margin of 22% in the fourth quarter, which is below the 30% margin achieved in Q3'21. What people may forget here: Palantir also guided for a 22% margin in the last quarter (out of caution) and beat its own guidance by 8 PP. The drop in pricing never should have happened...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b407a4b8011c75f1b6ace0675b5f220\" tg-width=\"856\" tg-height=\"560\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p><b>Two problems with Palantir</b></p>\n<p>Palantir has one big problem: The firm spends too much money on executive compensation. Issuing new shares as part of compensation packages for managers dilutes shareholders and their shares of future profits. Since the end of FY 2020, Palantir's share count increased by 11% and will likely continue to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45061d4d1dd4c9eaeacf0bc0efc9f4bb\" tg-width=\"1725\" tg-height=\"301\" referrerpolicy=\"no-referrer\"><span>(Source: Palantir)</span></p>\n<p>Besides dilution, a slowdown in Palantir's revenue and free cash flow growth is a risk for the stock… because it trades chiefly on expectations of sales growth. If Palantir fails to deliver 30% sales growth annually, the stock could revalue lower.</p>\n<p><b>Final thoughts</b></p>\n<p>Palantir's 10% after-earnings drop presents a golden opportunity to buy the firm's robust revenue and free cash flow growth. The Q3'21 earnings card is teaching the market a lesson because it still undervalues the firm's material revenue and free cash flow ramp until FY 2025. While shares of Palantir are not cheap, they should not have dropped yesterday, given the strength of the outlook!</p>","source":"seekingalpha","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>Palantir Stock: Teaching The Market A Lesson</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Teaching The Market A Lesson\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4467867-palantir-q3-earnings-pltr-stock-buy-on-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir submitted a strong earnings card for the third quarter.\nThe analytics firm is raising its revenue and free cash flow forecast for FY 2021 materially due to accelerating business ...</p>\n\n<a href=\"https://seekingalpha.com/article/4467867-palantir-q3-earnings-pltr-stock-buy-on-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4467867-palantir-q3-earnings-pltr-stock-buy-on-drop","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198342851","content_text":"Summary\n\nPalantir submitted a strong earnings card for the third quarter.\nThe analytics firm is raising its revenue and free cash flow forecast for FY 2021 materially due to accelerating business momentum.\nRevenue estimates should continue to go up.\n\nShares of Palantir (PLTR) cratered 10% after the submission of the firm's Q3'21 earnings sheet on Tuseday, although the data analytics firm raised its revenue and cash flow outlook. The drop in pricing presents a buying opportunity because revenue growth is accelerating and customer monetization is improving!\nWhy Palantir is a buy on the drop (again)\nWith the presentation of Palantir's third-quarter earnings card yesterday, the software and analytics business demonstrates that the market may still be underestimating the firm's potential for revenue growth, especially in the commercial segment which is gaining continual momentum. In the third quarter, Palantir generated revenues of $392.1M, showing an increase of 36% year over year. Third-quarter sales surpassed Palantir's guidance of $385M in revenues and Palantir's commercial business is crushing it. The segment grew commercial customers by 46% year over year and US commercial revenues by 103% compared to the year-earlier period. Government revenues (56% share) contributed $217.8M in sales in the third quarter and the private enterprise segment was responsible for $174.3M in sales (44% revenue share). Palantir's commercial business is getting more important regarding client and revenue growth. The firm's year-to-date revenues are $1.1B, showing 44% growth compared to the year-earlier period.\n(Source:Palantir)\nPalantir is not only growing revenues but also improving monetization of existing customers that sign on to its analytics platform. Palantir added 34 new customers to its client pool in the third quarter and managed to improve customer monetization by generating higher revenues per average customer. The average revenue per top 20 customer grew to $41M in the third quarter... that's equal to a growth rate of 35% year over year.\n(Source:Palantir)\nTurning to free cash flow.\nPalantir generated free cash flow of $119M in third quarter. This free cash flow, using revenues of $392M, calculates to an impressive and growing margin of 30%. The free cash flow margin in the second quarter was just 13%, so Palantir's profitability is rapidly improving. The third quarter was the fourth straight quarter of positive FCF margins for Palantir…\n(Source: Palantir)\nBecause Palantir's software and analytics business is gaining momentum, the firm is raising its full year free cash flow forecast again. The firm expected adjusted free cash flow in excess of$150M in the first quarter, FCF in excess of$300M in the second quarter, and now raised its free cash expectation tomore than $400M for FY 2021.\n(Source: Palantir)\nPalantir also raised its revenue forecast for FY 2021 from 30% to 40% due to accelerating business growth and better customer acquisition. Since the software firm generated $1.1B in revenues in FY 2020, the new guidance implies revenues of $1.54B and a free cash flow margin of 26% in FY 2021. Because of the raised revenue forecast, I estimate that Palantir's revenues could top $2.0B next year and $5.0B by 2025. A margin of 30% implies free cash flow of $1.5B by 2025, but I consider a 30% FCF margin low. Accelerating customer uptake of Palantir's analytics services and growing revenues per customer show progress in customer monetization, so the free cash flow margin could grow to, say, 40% by 2025. A 40% margin implies free cash flow of $2.0B. Based off of Palantir's Q3'21 FCF guidance for the full year, this estimate represents a 5 X factor increase in free cash flow within four years for Palantir.\nPalantir's sales growth was discounted by 10% yesterday and revenue estimates should continue to rise...\nData by YCharts\nBecause of stronger than expected sales and free cash flow growth, shares of Palantir can power higher. But they dropped 10% drop because Palantir also projected an adjusted operating margin of 22% in the fourth quarter, which is below the 30% margin achieved in Q3'21. What people may forget here: Palantir also guided for a 22% margin in the last quarter (out of caution) and beat its own guidance by 8 PP. The drop in pricing never should have happened...\nData by YCharts\nTwo problems with Palantir\nPalantir has one big problem: The firm spends too much money on executive compensation. Issuing new shares as part of compensation packages for managers dilutes shareholders and their shares of future profits. Since the end of FY 2020, Palantir's share count increased by 11% and will likely continue to increase.\n(Source: Palantir)\nBesides dilution, a slowdown in Palantir's revenue and free cash flow growth is a risk for the stock… because it trades chiefly on expectations of sales growth. If Palantir fails to deliver 30% sales growth annually, the stock could revalue lower.\nFinal thoughts\nPalantir's 10% after-earnings drop presents a golden opportunity to buy the firm's robust revenue and free cash flow growth. The Q3'21 earnings card is teaching the market a lesson because it still undervalues the firm's material revenue and free cash flow ramp until FY 2025. While shares of Palantir are not cheap, they should not have dropped yesterday, given the strength of the outlook!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879505880,"gmtCreate":1636732411201,"gmtModify":1636732411201,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"自己高层不断抛售，你说信心从何而来……","listText":"自己高层不断抛售，你说信心从何而来……","text":"自己高层不断抛售，你说信心从何而来……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879505880","repostId":"2182906599","repostType":2,"repost":{"id":"2182906599","pubTimestamp":1636635435,"share":"https://www.laohu8.com/m/news/2182906599?lang=&edition=full","pubTime":"2021-11-11 20:57","market":"us","language":"zh","title":"增长前景被低估，是时候趁低买入Palantir了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2182906599","media":"智通财经","summary":"尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不","content":"<p>尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。</p>\n<p>不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。</p>\n<p><b>Palantir为何值得趁低买入?</b></p>\n<p>从Palantir第三季度的财报来看，这家数据公司表明，市场可能仍然低估了其营收增长的潜力，尤其是在持续增长的商业业务方面。</p>\n<p>数据显示，该公司三季度营收同比增长36%至3.92亿美元，高于市场普遍预期的3.85亿美元。其中，商业业务营收同比增长37%至1.74亿美元，美国地区商业营收则同比增长103%;客户方面，三季度净增34个新客户，商业客户数量环比增长46%;年初以来商业业务客户已增长了135%。</p>\n<p>而政府业务营收同比增长34%至2.18亿美元，并被市场认为增速有所放缓。就客户和营收增长而言，Palantir的商业业务正变得越来越重要。</p>\n<p><img src=\"https://static.tigerbbs.com/ad8e107521c62f460433876fe9d70dc8\" tg-width=\"932\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/7e06ef645654f0873fb89933c0dce0a2\" tg-width=\"761\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p>除了营收，Palantir在现有客户上的盈利水平也有所提高：第三季度前20大客户的平均营收增至4100万美元，同比增长35%。</p>\n<p><img src=\"https://static.tigerbbs.com/9f7b2d6935ede1e50ea0ed1a93623f62\" tg-width=\"1115\" tg-height=\"429\" referrerpolicy=\"no-referrer\"></p>\n<p>另一方面，Palantir在第三季度的自由现金流为1.19亿美元，自由现金流利润率高达30%，而二季度这一数字仅为13%。该公司的盈利能力正在迅速提高，第三季度也是该公司连续第四个季度录得自由现金流利润率为正。</p>\n<p><img src=\"https://static.tigerbbs.com/81e3f239308124ab77dff2319fe2987a\" tg-width=\"1280\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>得益于软件及分析业务强劲的增长势头，该公司再次上调了全年自由现金流预期。此前一季度，Palantir预计2021年全年经调整后自由现金流为超过1.5亿美元，二季度则预期为超过3亿美元，此次则进一步将预期上调至超过4亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/945e7c0950ceaa468934588da05a45cb\" tg-width=\"893\" tg-height=\"423\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，Palantir还将2021年全年营收增速由30%上调至40%，原因是业务增长加速、客户获取情况有所改善。Palantir2020年全年营收为11亿美元，新的业绩指引则意味着该公司2021年全年营收将达到15.4亿美元;结合上调预期后的自由现金流和营收，该公司今年的自由现金流利润率将达到26%。</p>\n<p>分析人士预计Palantir明年营收将超过20亿美元，在2025年将达到50亿美元;若自由现金流利润率为30%，则意味着该公司2025年时将拥有高达15亿美元的自由现金流。</p>\n<p>鉴于客户对其分析服务的接受程度和每个客户平均营收的增长，Palantir的盈利能力将不断提高，30%的自由现金流利润率或许都偏比较保守了。因此，该公司2025年时的自由现金流利润率可能会进一步提高至40%、即20亿美元的自由现金流，这意味着这一指标将在4年内增长5倍。</p>\n<p><img src=\"https://static.tigerbbs.com/5111096c6a6cc75cf9df0da798732db0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>在上调了营收和自由现金流指引后，Palantir的股价本该走高。不过，Palantir还预计第四季度经调整后的营业利润率将为22%，低于三季度的30%，其股价因此下跌。不过，Palantir此番操作或许是出于谨慎，该公司二季度财报中同样预计三季度经调整后的营业利润率为22%，而实际数据比自己的预测要高出8个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/612fc3abaff8d7b3a1712f2f6f827dab\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险</b></p>\n<p>Palantir在高管薪酬上花费过大，这是一个问题;此外，发行新股作为经理人薪酬方案的一部分，会稀释股东及其未来利润的份额，自2020年末以来，Palantir的股份已然增加了11%，并且可能会继续增加。</p>\n<p><img src=\"https://static.tigerbbs.com/0cec55123fc26fda52990f9551fef2a8\" tg-width=\"1280\" tg-height=\"225\" referrerpolicy=\"no-referrer\"></p>\n<p>除了股权稀释，营收和自由现金流增长放缓同样是Palantir可能面临的风险之一。如果该公司无法实现每年30%的营收增长，其股价可能会承压。</p>\n<p><b>总结</b></p>\n<p>鉴于营收和自由现金流强劲的增长势头，Palantir在公布财报后的股价下跌实则为投资者提供了绝佳的买入机会。尽管该股并不便宜，但市场明显低估了该公司的增长前景。</p>","source":"stock_zhitongcaijing","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>增长前景被低估，是时候趁低买入Palantir了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n增长前景被低估，是时候趁低买入Palantir了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 20:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/600017.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看，这家数据公司表明，市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/600017.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/600017.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182906599","content_text":"尽管美国数据巨头Palantir交出了一份还算不错的第三季度财报，并且还上调了营收和现金流预期，该股股价依旧承压。Palantir周二下挫9.35%，隔天再跌7.13%，周三收盘报22.52美元。\n不过，在分析人士看来，营收增速的加快以及客户盈利的改善，使得此次股价下跌给投资者提供了一个买入的机会。\nPalantir为何值得趁低买入?\n从Palantir第三季度的财报来看，这家数据公司表明，市场可能仍然低估了其营收增长的潜力，尤其是在持续增长的商业业务方面。\n数据显示，该公司三季度营收同比增长36%至3.92亿美元，高于市场普遍预期的3.85亿美元。其中，商业业务营收同比增长37%至1.74亿美元，美国地区商业营收则同比增长103%;客户方面，三季度净增34个新客户，商业客户数量环比增长46%;年初以来商业业务客户已增长了135%。\n而政府业务营收同比增长34%至2.18亿美元，并被市场认为增速有所放缓。就客户和营收增长而言，Palantir的商业业务正变得越来越重要。\n\n\n除了营收，Palantir在现有客户上的盈利水平也有所提高：第三季度前20大客户的平均营收增至4100万美元，同比增长35%。\n\n另一方面，Palantir在第三季度的自由现金流为1.19亿美元，自由现金流利润率高达30%，而二季度这一数字仅为13%。该公司的盈利能力正在迅速提高，第三季度也是该公司连续第四个季度录得自由现金流利润率为正。\n\n得益于软件及分析业务强劲的增长势头，该公司再次上调了全年自由现金流预期。此前一季度，Palantir预计2021年全年经调整后自由现金流为超过1.5亿美元，二季度则预期为超过3亿美元，此次则进一步将预期上调至超过4亿美元。\n\n此外，Palantir还将2021年全年营收增速由30%上调至40%，原因是业务增长加速、客户获取情况有所改善。Palantir2020年全年营收为11亿美元，新的业绩指引则意味着该公司2021年全年营收将达到15.4亿美元;结合上调预期后的自由现金流和营收，该公司今年的自由现金流利润率将达到26%。\n分析人士预计Palantir明年营收将超过20亿美元，在2025年将达到50亿美元;若自由现金流利润率为30%，则意味着该公司2025年时将拥有高达15亿美元的自由现金流。\n鉴于客户对其分析服务的接受程度和每个客户平均营收的增长，Palantir的盈利能力将不断提高，30%的自由现金流利润率或许都偏比较保守了。因此，该公司2025年时的自由现金流利润率可能会进一步提高至40%、即20亿美元的自由现金流，这意味着这一指标将在4年内增长5倍。\n\n在上调了营收和自由现金流指引后，Palantir的股价本该走高。不过，Palantir还预计第四季度经调整后的营业利润率将为22%，低于三季度的30%，其股价因此下跌。不过，Palantir此番操作或许是出于谨慎，该公司二季度财报中同样预计三季度经调整后的营业利润率为22%，而实际数据比自己的预测要高出8个百分点。\n\n风险\nPalantir在高管薪酬上花费过大，这是一个问题;此外，发行新股作为经理人薪酬方案的一部分，会稀释股东及其未来利润的份额，自2020年末以来，Palantir的股份已然增加了11%，并且可能会继续增加。\n\n除了股权稀释，营收和自由现金流增长放缓同样是Palantir可能面临的风险之一。如果该公司无法实现每年30%的营收增长，其股价可能会承压。\n总结\n鉴于营收和自由现金流强劲的增长势头，Palantir在公布财报后的股价下跌实则为投资者提供了绝佳的买入机会。尽管该股并不便宜，但市场明显低估了该公司的增长前景。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879668275,"gmtCreate":1636718658689,"gmtModify":1636718658689,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>感觉今天可以上一元了……毕竟可以避开要合股的要求。","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>感觉今天可以上一元了……毕竟可以避开要合股的要求。","text":"$Sundial Growers Inc.(SNDL)$感觉今天可以上一元了……毕竟可以避开要合股的要求。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879668275","isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847773316,"gmtCreate":1636556191025,"gmtModify":1636556191025,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HYLN\">$Hyliion Holdings Corp.(HYLN)$</a>小兰，快出来护盘","listText":"<a href=\"https://laohu8.com/S/HYLN\">$Hyliion Holdings Corp.(HYLN)$</a>小兰，快出来护盘","text":"$Hyliion Holdings Corp.(HYLN)$小兰，快出来护盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847773316","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847763267,"gmtCreate":1636554875310,"gmtModify":1636554875310,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>太厉害了👍……飞流直下三千尺","listText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>太厉害了👍……飞流直下三千尺","text":"$fuboTV Inc.(FUBO)$太厉害了👍……飞流直下三千尺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847763267","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844767933,"gmtCreate":1636461961190,"gmtModify":1636461961190,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>估计净利润还是负的原因，让盘前从涨变跌","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>估计净利润还是负的原因，让盘前从涨变跌","text":"$Palantir Technologies Inc.(PLTR)$估计净利润还是负的原因，让盘前从涨变跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/844767933","isVote":1,"tweetType":1,"viewCount":2075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844717237,"gmtCreate":1636460183231,"gmtModify":1636460183231,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"4000亿，是因为绿钞不值钱了吗","listText":"4000亿，是因为绿钞不值钱了吗","text":"4000亿，是因为绿钞不值钱了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844717237","repostId":"1187443455","repostType":4,"repost":{"id":"1187443455","pubTimestamp":1636446655,"share":"https://www.laohu8.com/m/news/1187443455?lang=&edition=full","pubTime":"2021-11-09 16:30","market":"us","language":"zh","title":"今年最大IPO来了，估值4000亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1187443455","media":"天天IPO","summary":"造车运动，依旧轰轰烈烈。今年最大的IPO即将诞生。投资界消息，美国明星车企Rivian将于11月10日登陆纳斯达克，股票代码为RIVN。本次IPO，Rivian计划以每股72-74美元的价格出售1.35亿股，用来筹集接近100亿美元资金。以此计算，Rivian的市值将会超过650亿美元，成为全美历史上第七大IPO。如今，Rivian一跃成为了特斯拉最强劲的对手，也即将迎来IPO敲钟，估值达650亿美元。","content":"<blockquote>\n 造车运动，依旧轰轰烈烈。\n</blockquote>\n<p>今年最大的IPO即将诞生。</p>\n<p>投资界消息，美国明星车企<b>Rivian</b>将于11月10日登陆纳斯达克，股票代码为RIVN。本次IPO，Rivian计划以每股72-74美元的价格出售1.35亿股，用来筹集接近100亿美元资金。以此计算，Rivian的市值将会超过650亿美元，成为全美历史上第七大IPO。</p>\n<p>对于大多数人来说，Rivian显得遥远陌生，但这是特斯拉目前在美国最强劲的对手之一。其故事要从一位80后博士<b>R.J.斯卡林格</b>（简称“R.J.”）说起。他从小就有一个汽车梦，长大后进入麻省理工攻读机械专业硕博学位。2009年，毕业后的R.J.回到家乡创业，几经挫折后创办了Rivian，最后凭借着一款轻型电动卡车爆红。</p>\n<p>Rivian被亚马逊创始人贝索斯寄予了厚望。2019年，亚马逊领投了Rivian的7亿美元A轮融资，自此Rivian开启了融资狂奔之路，迄今至少融资7轮，累计金额超100亿美元，投资方阵容豪华——亚马逊多次押注，福特击败通用拿到份额，黑石也来了，更有一众财大气粗的财团。</p>\n<p>透过Rivian，我们看到了全球造车风起云涌。几乎同一时间，国内造车江湖也迎来了一位极具震撼的玩家——宁德时代，三天内先后官宣投资两只造车独角兽：阿维塔科技和哪吒汽车，都是大手笔。这场造车竞赛，依然轰轰烈烈。</p>\n<p><b>80后麻省理工博士造车</b></p>\n<p><b>凭借电动卡车挑战特斯拉，估值4000亿</b></p>\n<p>这只超级猛兽背后，站着一位80后创始人。</p>\n<p>1983年，R.J.斯卡林格出生于美国佛罗里达州墨尔本的印第安河畔。他打小就是个超级车迷，小时候经常在邻居家车库里帮忙，期间做过许多疯狂的事。譬如，他曾帮助邻居修复对方的保时捷356s，还曾在中学时代自主造过汽车引擎。从那时起，R.J.萌发了创办属于自己汽车品牌的念头。</p>\n<p><img src=\"https://static.tigerbbs.com/72bcca9691b0f30913fbaf14db9c15b4\" tg-width=\"915\" tg-height=\"825\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>怀抱这样的理想，他决心通过学习工程学来圆梦。于是，R.J.从美国伦斯勒理工学院本科毕业后，便前往麻省理工学院久负盛名的斯隆汽车实验室（Sloan Automotive Lab）攻读硕博学位。2009年，R.J.成功获得了机械工程博士学位，同时也掌握了制造自己想象中的汽车所需的技能。也是这一年，<b>26岁的R.J.回到老家创办了一家小型车企Mainstream Motors，后来这家公司更名为Rivian</b>，名字正是源自他童年时代的居住地Indian River。</p>\n<p>Rivian成立前四年，R.J.一直专注于生产高效内燃机，试图打造一款双门四座、平价又省油的跑车R1。不过事与愿违。当时，R.J.没钱、没人、没技术且没生产工厂更没供应商，仅仅依靠自己的麻省理工博士口碑以及家人朋友提供的启动资金，造车这条路走不通了。他曾回忆，“在Rivian早期，我们遇到了一个岔路口，是继续坚持，希望奇迹发生，能够融更多钱扩展？还是放弃，把失败经验应用到新领域？”</p>\n<p>意识到危机，R.J.决定谋求转型。彼时因气候变化，能源危机与环境保护逐渐成为全球热议的论题。R.J.也意识到了其中的危害，他曾说，“我知道我所热爱的东西使得空气变得更脏，并引起了各种各样的问题，从地缘政治冲突到烟雾弥漫再到气候变化，这所有的一切都令人沮丧。”</p>\n<p>于是，他调整了新的发展方向：<b>从专注传统燃油车，转向研发环保的电动车。</b>2012年，Rivian结束了轿跑项目，开始转型走向户外等亲近自然的场所。但是当时美国电动汽车市场被特斯拉占据，一个名不见经传的小车企想要从中开辟自己的天地，难度极高。幸运的是，R.J.和他的团队通过考察美国本土的实际市场发现了特斯拉缺位的新领域——<b>轻型电动卡车</b>。有意思的是，卡车不仅是美国人的挚爱，其市场规模较传统汽车也更大、利润更高。</p>\n<p><img src=\"https://static.tigerbbs.com/7c11bac7e25278dd22761b86190168ce\" tg-width=\"554\" tg-height=\"255\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>确定了新路径，R.J.并未冲动，这一次他选择慢慢来。第一步，R.J.将公司从家乡墨尔本迁移到了美国著名的汽车之都底特律附近的普利茅斯；之后，他在2017年以1600万美元的价格收购了距离芝加哥以南几小时车程的Normal市前三菱工厂。谈及选址原因，他曾说，“因为这里距离汽车制造行业的人才更近。”自此，他开始专注研发。</p>\n<p>一件事成功之前，往往都有着一段长期的沉默期。对于R.J.而言，这个沉默是十年。自2009年创办以来，R.J.带领着Rivian在汽车领域鏖战，鲜少站到聚光灯下。直至2018年，转机悄然到来。</p>\n<p>2018年11月，洛杉矶车展上，一直沉默研发的Rivian破天荒地亮相多款电动卡车与电动SUV，其中就包括今年9月已开始交付的R1T。这之后，相对低调的Rivian瞬间引爆全美，赢得亚马逊、福特公司、Cox等巨头的拥趸，其累计融资金额已超过100亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/44c58cfd252e54ea637c0ece4a179745\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>如今，Rivian一跃成为了特斯拉最强劲的对手，也即将迎来IPO敲钟，估值达650亿美元（4100亿元）。一旦成功上市，Rivian将成为美国过去十年来的第七大IPO，也将成为2021年至今最大的IPO。</p>\n<p><b>两年融资超100亿美元，贝索斯重仓</b></p>\n<p><b>但至今营收为零</b></p>\n<p>很多人对于Rivian依然陌生，它凭什么撑起动辄<b>4000亿</b>估值？</p>\n<p>从官网来看，Rivian是一家致力于电动汽车设计、开发和制造的企业，使命是“让世界永远充满冒险精神”。这是近年来垂直整合程度最高的电动汽车制造商之一，打造了专属的充电基础设施网络，与特斯拉的超级充电站类似。针对C端消费者市场和B端商用市场，Rivian已累计推出高端电动皮卡R1T、SUV R1S和EDV系列商用电动货车。</p>\n<p><img src=\"https://static.tigerbbs.com/a94b83e3fea340a9f6d7ce904e6d8916\" tg-width=\"554\" tg-height=\"179\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>如果从销售数据来看，Rivian的天价估值让人有些难以理解。因为与许多电动车初创企业一样，Rivian目前仍处于交付的初始阶段。招股书披露，Rivian 第一辆R1T电动皮卡于今年9月14日从伊利诺伊州工厂下线，截至10月底，公司生产和交付数据分别仅为<b>180</b>辆和<b>156</b>辆，并且所交付用户几乎全部为公司员工，这与“老大哥”特斯拉相比实在是相差甚远。</p>\n<p>但Rivian的预订数据却颇为亮眼。截至10月底，美国和加拿大用户已经预定了Rivian的R1T皮卡和R1S SUV共计约<b>5.54万</b>辆，公司预计能够在2023年底完全交付。</p>\n<p>据介绍，售价<b>6.7万美元</b>起的R1T，拥有一套全面的车载信息娱乐系统，标配了高级驾驶辅助系统和自动紧急制动、车道保持辅助、高速公路辅助和停车辅助等功能，与特斯拉提供的技术非常接近。并且还独特性的打造了“齿轮通道”功能，在驾驶室和车厢之间设置了储物空间，让用户可以从皮卡外部进入。</p>\n<p>由于Rivian的目标用户是户外运动和休闲爱好者，因此该公司已经在7个州确定了24个“Rivian探险网络”直流快速充电站，以及在30个州确定了145个“Rivian道路点”充电站。</p>\n<p>为了应对生产计划，Rivian位于伊利诺伊州的工厂会将产能在2023年提高到年产20万辆，第二家美国工厂也将于 2024 年投产；同时，Rivian也正在欧洲寻找新的地点，预计从2023年开始在欧洲生产汽车。</p>\n<p>但Rivian在招股书中也坦承，“目前为止尚未获得实质性收入”，并面临着巨额亏损。招股书显示，Rivian在2019年、2020年运营亏损分别为4.09亿美元、10.21亿美元；2021年上半年运营亏损为9.94亿美元且营收为0。</p>\n<p><img src=\"https://static.tigerbbs.com/e2bb76a7f6eca7cd7dcfda9f6017d016\" tg-width=\"554\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>实际上Rivian并不差钱，它背后站着一大批知名投资方。</p>\n<p>据投资界不完全统计，自2019年开启首轮融资计划后，Rivian至今已完成<b>7轮融资</b>，金额总计超过<b>100亿美元</b>，堪称全球最吸金的超级独角兽之一。投资阵容包括了亚马逊、福特和黑石、 T. Rowe Price Group、Soros Fund Management、Fidelity Investments以及Baron Capital Group。</p>\n<p><img src=\"https://static.tigerbbs.com/7ea589bc7e07f8c51fc4d1d2902b99cd\" tg-width=\"554\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>招股书披露，Rivian在2019年2月获得了由亚马逊领投的7亿美元A轮融资，这一年也是Rivian融资最频繁的一年，一口气完成了四轮融资。其中还有一个小插曲，福特与通用汽车均想参与Rivian的融资，双方分别与Rivian展开了多次谈判，最终因为通用汽车的要求过于强势，而让福特成功拿到了份额。</p>\n<p>随后在2020年7月，Rivian宣布完成<b>25亿</b>美元E轮融资，由T.Rowe Price Associates领投，新的投资者还包括 Soros Fund Management LLC、Coatue、Fidelity Management and Research Company、Baron Capital Group，亚马逊和黑石继续跟投。</p>\n<p>今年，Rivian又连续完成了两轮融资，最近的是今年7月的一笔25亿美元融资，领投方为亚马逊、福特、T. Rowe Price和D1 Capital Partners。其他参投方还包括Third Point、富达、Dragoneer Investment Group和Coatue。</p>\n<p><b>值得一提的是，</b>作为最大的机构投资方，亚马逊还从Rivian订购了10万辆商用电动货车，载货空间分别为<b>500、700</b>和<b>900</b>立方英尺，将于今年年底开始交付。众所周知，亚马逊创始人贝索斯与特斯拉创始人马斯克同为老对手，二者在商业航天领域激战正酣。现在，战火又烧到了电动车，贝索斯能否凭借Rivian迎头赶上，值得期待。</p>\n<p><b>全球造车江湖沸腾</b></p>\n<p><b>特斯拉成神话，宁德时代出手凶猛</b></p>\n<p>2021年即将过去，但全球造车依然凶猛。</p>\n<p>这一年，<b>特斯拉的市值狂飙不止，被戏称“宇宙最强”</b>。今年以来，特斯拉股价已经上涨超过70%，并在10月25日成为首家市值突破万亿美元的车企。从1000亿美元来到10000亿美元，特斯拉只用了21个月。截止美股最新收盘，特斯拉市值已经刷新到1.17万亿美元，几乎超过美股全部主要车企的市值总和。</p>\n<p>与此同时，特斯拉中国10月份销量数据也正式出炉，批发销量再次突破5万辆，达到54391辆，同比增长245%。而掌舵人马斯克个人财富也极速暴增至3000亿美元，成为全球首富。</p>\n<p>特斯拉的神话，让人垂涎不已，也搅动了全球造车江湖。围攻特斯拉，开始成为蔚然壮观的一幕。</p>\n<p>先看美国——今年7月，来自美国的造车新势力<b>Lucid Motors</b>通过SPAC方式登陆纳斯达克，最新市值达到743亿美元。这家公司由特斯拉前副总裁兼董事Bernard Tse和甲骨文前高管Sam Weng于2007年创建。公司的12位高管中，有6位都曾在特斯拉工作过，因此<b>Lucid也被称作是 “特斯拉复仇者联盟”</b>。对标特斯拉，Lucid推出的Air Dream版豪华电动轿车也于10月底开始正式交付，截至目前获得了超过13000辆的订单。</p>\n<p>就在Lucid上市的同月，由贾跃亭一手创立的FF，一辆车还没造出来却也成功挂牌纳斯达克，最新市值为27.6亿美元。上市之后的FF也迎来了里程碑，旗下位于汉福德的工厂10月下旬宣布，支持准量产车生产的产线安装完成，将保证FF 91于2022年7月按时交付。就在两天前，贾跃亭还与马斯克在社交平台上相互致敬。马斯克在社交媒体上承认贾跃亭创办的FF是竞争对手，贾跃亭则回应：“我们是人类科学发展历程中的战友而不是竞争对手。”</p>\n<p>而放眼国内，除去蔚来、小鹏、理想等一众新势力，最具震撼力的巨头也开始造车了。</p>\n<p>这便是万亿“宁王”——<b>宁德时代</b>。昨晚（11月8日），宁德时代官宣将参与D2轮融资，战略投资<b>哪吒汽车</b>，并在技术研发和供应链保障领域开启战略合作。按照协议，宁德时代在为哪吒汽车提供配套动力电池之外，还将与哪吒汽车共同研发新能源汽车创新集成技术。</p>\n<p>令人惊讶的是，这距离宁德时代宣布入股造车独角兽<b>阿维塔</b>，仅仅过去三天而已。11月5日，长安汽车旗下子公司阿维塔科技宣布获得首轮24.2亿战略融资，引入的投资方包括：宁德时代、福建闽东、重庆承安、两江西证、南方资产、南方工业基金等，堪称豪华。其交易完成后，宁德时代联合体持股28.99%，将成为阿维塔科技的第二大股东。</p>\n<p>在此之前，宁德时代还曾投资过另一造车新势力——<b>爱驰汽车</b>。今年5月，宁德时代通过全资子公司宁波梅山保税港区问鼎投资有限公司入股爱驰汽车，占股0.3。此外，在8月份，宁德时代还曾与英特尔资本、B站、博裕资本等共同出资了吉利控股集团的新品牌极氪汽车，金额5亿美元。</p>\n<p>似乎没有什么能够挡住大佬造车的脚步。今年，包含李彦宏、雷军甚至是李一男，一众互联网大佬已杀入造车圈，轰轰烈烈。造车向来是一门苦活，但这些早已实现财富自由的大佬，却在中年时毅然投身造车，并非简单调侃一句“人傻钱多”。</p>\n<p>说到底，新能源汽车背后是一场时代之战，可能远远超出了汽车本身。当下，一场关乎关乎人类命运的能源革命呼啸而来，我们幸运地站在了时代交替的节点，而<b>新能源汽车凭借着最大的应用场景成为了“兵家必争之地”</b>。但造车不止于车，这更是一场攸关未来的竞赛，没有一个人愿意掉队。</p>","source":"lsy1628735874644","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n今年最大IPO来了，估值4000亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jentLKgV_XqxZqK1IpswJg><strong>天天IPO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>造车运动，依旧轰轰烈烈。\n\n今年最大的IPO即将诞生。\n投资界消息，美国明星车企Rivian将于11月10日登陆纳斯达克，股票代码为RIVN。本次IPO，Rivian计划以每股72-74美元的价格出售1.35亿股，用来筹集接近100亿美元资金。以此计算，Rivian的市值将会超过650亿美元，成为全美历史上第七大IPO。\n对于大多数人来说，Rivian显得遥远陌生，但这是特斯拉目前在美国最强劲的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jentLKgV_XqxZqK1IpswJg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6bae1528cb334b87a01d5932702db806","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://mp.weixin.qq.com/s/jentLKgV_XqxZqK1IpswJg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187443455","content_text":"造车运动，依旧轰轰烈烈。\n\n今年最大的IPO即将诞生。\n投资界消息，美国明星车企Rivian将于11月10日登陆纳斯达克，股票代码为RIVN。本次IPO，Rivian计划以每股72-74美元的价格出售1.35亿股，用来筹集接近100亿美元资金。以此计算，Rivian的市值将会超过650亿美元，成为全美历史上第七大IPO。\n对于大多数人来说，Rivian显得遥远陌生，但这是特斯拉目前在美国最强劲的对手之一。其故事要从一位80后博士R.J.斯卡林格（简称“R.J.”）说起。他从小就有一个汽车梦，长大后进入麻省理工攻读机械专业硕博学位。2009年，毕业后的R.J.回到家乡创业，几经挫折后创办了Rivian，最后凭借着一款轻型电动卡车爆红。\nRivian被亚马逊创始人贝索斯寄予了厚望。2019年，亚马逊领投了Rivian的7亿美元A轮融资，自此Rivian开启了融资狂奔之路，迄今至少融资7轮，累计金额超100亿美元，投资方阵容豪华——亚马逊多次押注，福特击败通用拿到份额，黑石也来了，更有一众财大气粗的财团。\n透过Rivian，我们看到了全球造车风起云涌。几乎同一时间，国内造车江湖也迎来了一位极具震撼的玩家——宁德时代，三天内先后官宣投资两只造车独角兽：阿维塔科技和哪吒汽车，都是大手笔。这场造车竞赛，依然轰轰烈烈。\n80后麻省理工博士造车\n凭借电动卡车挑战特斯拉，估值4000亿\n这只超级猛兽背后，站着一位80后创始人。\n1983年，R.J.斯卡林格出生于美国佛罗里达州墨尔本的印第安河畔。他打小就是个超级车迷，小时候经常在邻居家车库里帮忙，期间做过许多疯狂的事。譬如，他曾帮助邻居修复对方的保时捷356s，还曾在中学时代自主造过汽车引擎。从那时起，R.J.萌发了创办属于自己汽车品牌的念头。\n\n怀抱这样的理想，他决心通过学习工程学来圆梦。于是，R.J.从美国伦斯勒理工学院本科毕业后，便前往麻省理工学院久负盛名的斯隆汽车实验室（Sloan Automotive Lab）攻读硕博学位。2009年，R.J.成功获得了机械工程博士学位，同时也掌握了制造自己想象中的汽车所需的技能。也是这一年，26岁的R.J.回到老家创办了一家小型车企Mainstream Motors，后来这家公司更名为Rivian，名字正是源自他童年时代的居住地Indian River。\nRivian成立前四年，R.J.一直专注于生产高效内燃机，试图打造一款双门四座、平价又省油的跑车R1。不过事与愿违。当时，R.J.没钱、没人、没技术且没生产工厂更没供应商，仅仅依靠自己的麻省理工博士口碑以及家人朋友提供的启动资金，造车这条路走不通了。他曾回忆，“在Rivian早期，我们遇到了一个岔路口，是继续坚持，希望奇迹发生，能够融更多钱扩展？还是放弃，把失败经验应用到新领域？”\n意识到危机，R.J.决定谋求转型。彼时因气候变化，能源危机与环境保护逐渐成为全球热议的论题。R.J.也意识到了其中的危害，他曾说，“我知道我所热爱的东西使得空气变得更脏，并引起了各种各样的问题，从地缘政治冲突到烟雾弥漫再到气候变化，这所有的一切都令人沮丧。”\n于是，他调整了新的发展方向：从专注传统燃油车，转向研发环保的电动车。2012年，Rivian结束了轿跑项目，开始转型走向户外等亲近自然的场所。但是当时美国电动汽车市场被特斯拉占据，一个名不见经传的小车企想要从中开辟自己的天地，难度极高。幸运的是，R.J.和他的团队通过考察美国本土的实际市场发现了特斯拉缺位的新领域——轻型电动卡车。有意思的是，卡车不仅是美国人的挚爱，其市场规模较传统汽车也更大、利润更高。\n\n确定了新路径，R.J.并未冲动，这一次他选择慢慢来。第一步，R.J.将公司从家乡墨尔本迁移到了美国著名的汽车之都底特律附近的普利茅斯；之后，他在2017年以1600万美元的价格收购了距离芝加哥以南几小时车程的Normal市前三菱工厂。谈及选址原因，他曾说，“因为这里距离汽车制造行业的人才更近。”自此，他开始专注研发。\n一件事成功之前，往往都有着一段长期的沉默期。对于R.J.而言，这个沉默是十年。自2009年创办以来，R.J.带领着Rivian在汽车领域鏖战，鲜少站到聚光灯下。直至2018年，转机悄然到来。\n2018年11月，洛杉矶车展上，一直沉默研发的Rivian破天荒地亮相多款电动卡车与电动SUV，其中就包括今年9月已开始交付的R1T。这之后，相对低调的Rivian瞬间引爆全美，赢得亚马逊、福特公司、Cox等巨头的拥趸，其累计融资金额已超过100亿美元。\n\n如今，Rivian一跃成为了特斯拉最强劲的对手，也即将迎来IPO敲钟，估值达650亿美元（4100亿元）。一旦成功上市，Rivian将成为美国过去十年来的第七大IPO，也将成为2021年至今最大的IPO。\n两年融资超100亿美元，贝索斯重仓\n但至今营收为零\n很多人对于Rivian依然陌生，它凭什么撑起动辄4000亿估值？\n从官网来看，Rivian是一家致力于电动汽车设计、开发和制造的企业，使命是“让世界永远充满冒险精神”。这是近年来垂直整合程度最高的电动汽车制造商之一，打造了专属的充电基础设施网络，与特斯拉的超级充电站类似。针对C端消费者市场和B端商用市场，Rivian已累计推出高端电动皮卡R1T、SUV R1S和EDV系列商用电动货车。\n\n如果从销售数据来看，Rivian的天价估值让人有些难以理解。因为与许多电动车初创企业一样，Rivian目前仍处于交付的初始阶段。招股书披露，Rivian 第一辆R1T电动皮卡于今年9月14日从伊利诺伊州工厂下线，截至10月底，公司生产和交付数据分别仅为180辆和156辆，并且所交付用户几乎全部为公司员工，这与“老大哥”特斯拉相比实在是相差甚远。\n但Rivian的预订数据却颇为亮眼。截至10月底，美国和加拿大用户已经预定了Rivian的R1T皮卡和R1S SUV共计约5.54万辆，公司预计能够在2023年底完全交付。\n据介绍，售价6.7万美元起的R1T，拥有一套全面的车载信息娱乐系统，标配了高级驾驶辅助系统和自动紧急制动、车道保持辅助、高速公路辅助和停车辅助等功能，与特斯拉提供的技术非常接近。并且还独特性的打造了“齿轮通道”功能，在驾驶室和车厢之间设置了储物空间，让用户可以从皮卡外部进入。\n由于Rivian的目标用户是户外运动和休闲爱好者，因此该公司已经在7个州确定了24个“Rivian探险网络”直流快速充电站，以及在30个州确定了145个“Rivian道路点”充电站。\n为了应对生产计划，Rivian位于伊利诺伊州的工厂会将产能在2023年提高到年产20万辆，第二家美国工厂也将于 2024 年投产；同时，Rivian也正在欧洲寻找新的地点，预计从2023年开始在欧洲生产汽车。\n但Rivian在招股书中也坦承，“目前为止尚未获得实质性收入”，并面临着巨额亏损。招股书显示，Rivian在2019年、2020年运营亏损分别为4.09亿美元、10.21亿美元；2021年上半年运营亏损为9.94亿美元且营收为0。\n\n实际上Rivian并不差钱，它背后站着一大批知名投资方。\n据投资界不完全统计，自2019年开启首轮融资计划后，Rivian至今已完成7轮融资，金额总计超过100亿美元，堪称全球最吸金的超级独角兽之一。投资阵容包括了亚马逊、福特和黑石、 T. Rowe Price Group、Soros Fund Management、Fidelity Investments以及Baron Capital Group。\n\n招股书披露，Rivian在2019年2月获得了由亚马逊领投的7亿美元A轮融资，这一年也是Rivian融资最频繁的一年，一口气完成了四轮融资。其中还有一个小插曲，福特与通用汽车均想参与Rivian的融资，双方分别与Rivian展开了多次谈判，最终因为通用汽车的要求过于强势，而让福特成功拿到了份额。\n随后在2020年7月，Rivian宣布完成25亿美元E轮融资，由T.Rowe Price Associates领投，新的投资者还包括 Soros Fund Management LLC、Coatue、Fidelity Management and Research Company、Baron Capital Group，亚马逊和黑石继续跟投。\n今年，Rivian又连续完成了两轮融资，最近的是今年7月的一笔25亿美元融资，领投方为亚马逊、福特、T. Rowe Price和D1 Capital Partners。其他参投方还包括Third Point、富达、Dragoneer Investment Group和Coatue。\n值得一提的是，作为最大的机构投资方，亚马逊还从Rivian订购了10万辆商用电动货车，载货空间分别为500、700和900立方英尺，将于今年年底开始交付。众所周知，亚马逊创始人贝索斯与特斯拉创始人马斯克同为老对手，二者在商业航天领域激战正酣。现在，战火又烧到了电动车，贝索斯能否凭借Rivian迎头赶上，值得期待。\n全球造车江湖沸腾\n特斯拉成神话，宁德时代出手凶猛\n2021年即将过去，但全球造车依然凶猛。\n这一年，特斯拉的市值狂飙不止，被戏称“宇宙最强”。今年以来，特斯拉股价已经上涨超过70%，并在10月25日成为首家市值突破万亿美元的车企。从1000亿美元来到10000亿美元，特斯拉只用了21个月。截止美股最新收盘，特斯拉市值已经刷新到1.17万亿美元，几乎超过美股全部主要车企的市值总和。\n与此同时，特斯拉中国10月份销量数据也正式出炉，批发销量再次突破5万辆，达到54391辆，同比增长245%。而掌舵人马斯克个人财富也极速暴增至3000亿美元，成为全球首富。\n特斯拉的神话，让人垂涎不已，也搅动了全球造车江湖。围攻特斯拉，开始成为蔚然壮观的一幕。\n先看美国——今年7月，来自美国的造车新势力Lucid Motors通过SPAC方式登陆纳斯达克，最新市值达到743亿美元。这家公司由特斯拉前副总裁兼董事Bernard Tse和甲骨文前高管Sam Weng于2007年创建。公司的12位高管中，有6位都曾在特斯拉工作过，因此Lucid也被称作是 “特斯拉复仇者联盟”。对标特斯拉，Lucid推出的Air Dream版豪华电动轿车也于10月底开始正式交付，截至目前获得了超过13000辆的订单。\n就在Lucid上市的同月，由贾跃亭一手创立的FF，一辆车还没造出来却也成功挂牌纳斯达克，最新市值为27.6亿美元。上市之后的FF也迎来了里程碑，旗下位于汉福德的工厂10月下旬宣布，支持准量产车生产的产线安装完成，将保证FF 91于2022年7月按时交付。就在两天前，贾跃亭还与马斯克在社交平台上相互致敬。马斯克在社交媒体上承认贾跃亭创办的FF是竞争对手，贾跃亭则回应：“我们是人类科学发展历程中的战友而不是竞争对手。”\n而放眼国内，除去蔚来、小鹏、理想等一众新势力，最具震撼力的巨头也开始造车了。\n这便是万亿“宁王”——宁德时代。昨晚（11月8日），宁德时代官宣将参与D2轮融资，战略投资哪吒汽车，并在技术研发和供应链保障领域开启战略合作。按照协议，宁德时代在为哪吒汽车提供配套动力电池之外，还将与哪吒汽车共同研发新能源汽车创新集成技术。\n令人惊讶的是，这距离宁德时代宣布入股造车独角兽阿维塔，仅仅过去三天而已。11月5日，长安汽车旗下子公司阿维塔科技宣布获得首轮24.2亿战略融资，引入的投资方包括：宁德时代、福建闽东、重庆承安、两江西证、南方资产、南方工业基金等，堪称豪华。其交易完成后，宁德时代联合体持股28.99%，将成为阿维塔科技的第二大股东。\n在此之前，宁德时代还曾投资过另一造车新势力——爱驰汽车。今年5月，宁德时代通过全资子公司宁波梅山保税港区问鼎投资有限公司入股爱驰汽车，占股0.3。此外，在8月份，宁德时代还曾与英特尔资本、B站、博裕资本等共同出资了吉利控股集团的新品牌极氪汽车，金额5亿美元。\n似乎没有什么能够挡住大佬造车的脚步。今年，包含李彦宏、雷军甚至是李一男，一众互联网大佬已杀入造车圈，轰轰烈烈。造车向来是一门苦活，但这些早已实现财富自由的大佬，却在中年时毅然投身造车，并非简单调侃一句“人傻钱多”。\n说到底，新能源汽车背后是一场时代之战，可能远远超出了汽车本身。当下，一场关乎关乎人类命运的能源革命呼啸而来，我们幸运地站在了时代交替的节点，而新能源汽车凭借着最大的应用场景成为了“兵家必争之地”。但造车不止于车，这更是一场攸关未来的竞赛，没有一个人愿意掉队。","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":697749525,"gmtCreate":1642604639872,"gmtModify":1642604639872,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>双十一老虎送了15次免佣交易，还是不错滴[龇牙]&nbsp;","text":"$老虎证券(TIGR)$双十一老虎送了15次免佣交易，还是不错滴[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/307999529","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861852366,"gmtCreate":1632486334655,"gmtModify":1632486334655,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>这个不赚钱只讲故事股票真是让人呵呵呵呵","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>这个不赚钱只讲故事股票真是让人呵呵呵呵","text":"$荔枝(LIZI)$这个不赚钱只讲故事股票真是让人呵呵呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861852366","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542369136678834","authorId":"3542369136678834","name":"广东荔枝","avatar":"https://static.tigerbbs.com/2635cea973b9f89dd708a59c8df96799","crmLevel":1,"crmLevelSwitch":0},"content":"我们始终坚信声音是社交产品的重要元素之一","text":"我们始终坚信声音是社交产品的重要元素之一","html":"我们始终坚信声音是社交产品的重要元素之一"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886915928,"gmtCreate":1631543332964,"gmtModify":1631543332964,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>这个股票还是延续优良的传统，就是说到做不到，譬如说回购，一直在等待，不过不存在的，洗洗睡吧","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>这个股票还是延续优良的传统，就是说到做不到，譬如说回购，一直在等待，不过不存在的，洗洗睡吧","text":"$Yalla Group(YALA)$这个股票还是延续优良的传统，就是说到做不到，譬如说回购，一直在等待，不过不存在的，洗洗睡吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/886915928","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890154984,"gmtCreate":1628088112548,"gmtModify":1628088112548,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"是不是某些大型拖拉机已经大量扫货入场了，需要人来抬轿了[笑哭]&nbsp;","listText":"是不是某些大型拖拉机已经大量扫货入场了，需要人来抬轿了[笑哭]&nbsp;","text":"是不是某些大型拖拉机已经大量扫货入场了，需要人来抬轿了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890154984","repostId":"2156171189","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394810869,"gmtCreate":1607995414751,"gmtModify":1703850485366,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>四巫日来了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>四巫日来了","text":"$纳斯达克(.IXIC)$四巫日来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/394810869","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","crmLevel":1,"crmLevelSwitch":0},"content":"请问四乌日是什么意思啊","text":"请问四乌日是什么意思啊","html":"请问四乌日是什么意思啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879504394,"gmtCreate":1636732478029,"gmtModify":1636732478029,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>市场大多数时候都是对的","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>市场大多数时候都是对的","text":"$Palantir Technologies Inc.(PLTR)$市场大多数时候都是对的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879504394","repostId":"1198342851","repostType":2,"repost":{"id":"1198342851","pubTimestamp":1636623624,"share":"https://www.laohu8.com/m/news/1198342851?lang=&edition=full","pubTime":"2021-11-11 17:40","market":"us","language":"en","title":"Palantir Stock: Teaching The Market A Lesson","url":"https://stock-news.laohu8.com/highlight/detail?id=1198342851","media":"seekingalpha","summary":"Summary\n\nPalantir submitted a strong earnings card for the third quarter.\nThe analytics firm is rais","content":"<p>Summary</p>\n<ul>\n <li>Palantir submitted a strong earnings card for the third quarter.</li>\n <li>The analytics firm is raising its revenue and free cash flow forecast for FY 2021 materially due to accelerating business momentum.</li>\n <li>Revenue estimates should continue to go up.</li>\n</ul>\n<p>Shares of Palantir (PLTR) cratered 10% after the submission of the firm's Q3'21 earnings sheet on&nbsp;Tuseday, although the data analytics firm raised its revenue and cash flow outlook. The drop in pricing presents a buying opportunity because revenue growth is accelerating and customer monetization is improving!</p>\n<p><b>Why Palantir is a buy on the drop (again)</b></p>\n<p>With the presentation of Palantir's third-quarter earnings card yesterday, the software and analytics business demonstrates that the market may still be underestimating the firm's potential for revenue growth, especially in the commercial segment which is gaining continual momentum. In the third quarter, Palantir generated revenues of $392.1M, showing an increase of 36% year over year. Third-quarter sales surpassed Palantir's guidance of $385M in revenues and Palantir's commercial business is crushing it. The segment grew commercial customers by 46% year over year and US commercial revenues by 103% compared to the year-earlier period. Government revenues (56% share) contributed $217.8M in sales in the third quarter and the private enterprise segment was responsible for $174.3M in sales (44% revenue share). Palantir's commercial business is getting more important regarding client and revenue growth. The firm's year-to-date revenues are $1.1B, showing 44% growth compared to the year-earlier period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada3b189376589e0db5cd9327e897664\" tg-width=\"1255\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><span>(Source:Palantir)</span></p>\n<p>Palantir is not only growing revenues but also improving monetization of existing customers that sign on to its analytics platform. Palantir added 34 new customers to its client pool in the third quarter and managed to improve customer monetization by generating higher revenues per average customer. The average revenue per top 20 customer grew to $41M in the third quarter... that's equal to a growth rate of 35% year over year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7dc262f8cb5aa1b1fa15ffdc3453619\" tg-width=\"1498\" tg-height=\"568\" referrerpolicy=\"no-referrer\"><span>(Source:Palantir)</span></p>\n<p>Turning to free cash flow.</p>\n<p>Palantir generated free cash flow of $119M in third quarter. This free cash flow, using revenues of $392M, calculates to an impressive and growing margin of 30%. The free cash flow margin in the second quarter was just 13%, so Palantir's profitability is rapidly improving. The third quarter was the fourth straight quarter of positive FCF margins for Palantir…</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5216ead75d7f97bc953ecaa242a8a2\" tg-width=\"1722\" tg-height=\"547\" referrerpolicy=\"no-referrer\"><span>(Source: Palantir)</span></p>\n<p>Because Palantir's software and analytics business is gaining momentum, the firm is raising its full year free cash flow forecast again. The firm expected adjusted free cash flow in excess of$150M in the first quarter, FCF in excess of$300M in the second quarter, and now raised its free cash expectation tomore than $400M for FY 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae68bb14ff450e32e95d2637eba6b04\" tg-width=\"1196\" tg-height=\"562\" referrerpolicy=\"no-referrer\"><span>(Source: Palantir)</span></p>\n<p>Palantir also raised its revenue forecast for FY 2021 from 30% to 40% due to accelerating business growth and better customer acquisition. Since the software firm generated $1.1B in revenues in FY 2020, the new guidance implies revenues of $1.54B and a free cash flow margin of 26% in FY 2021. Because of the raised revenue forecast, I estimate that Palantir's revenues could top $2.0B next year and $5.0B by 2025. A margin of 30% implies free cash flow of $1.5B by 2025, but I consider a 30% FCF margin low. Accelerating customer uptake of Palantir's analytics services and growing revenues per customer show progress in customer monetization, so the free cash flow margin could grow to, say, 40% by 2025. A 40% margin implies free cash flow of $2.0B. Based off of Palantir's Q3'21 FCF guidance for the full year, this estimate represents a 5 X factor increase in free cash flow within four years for Palantir.</p>\n<p>Palantir's sales growth was discounted by 10% yesterday and revenue estimates should continue to rise...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9529e1572da320d87b443aa9f9a45ca6\" tg-width=\"850\" tg-height=\"599\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Because of stronger than expected sales and free cash flow growth, shares of Palantir can power higher. But they dropped 10% drop because Palantir also projected an adjusted operating margin of 22% in the fourth quarter, which is below the 30% margin achieved in Q3'21. What people may forget here: Palantir also guided for a 22% margin in the last quarter (out of caution) and beat its own guidance by 8 PP. The drop in pricing never should have happened...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b407a4b8011c75f1b6ace0675b5f220\" tg-width=\"856\" tg-height=\"560\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p><b>Two problems with Palantir</b></p>\n<p>Palantir has one big problem: The firm spends too much money on executive compensation. Issuing new shares as part of compensation packages for managers dilutes shareholders and their shares of future profits. Since the end of FY 2020, Palantir's share count increased by 11% and will likely continue to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45061d4d1dd4c9eaeacf0bc0efc9f4bb\" tg-width=\"1725\" tg-height=\"301\" referrerpolicy=\"no-referrer\"><span>(Source: Palantir)</span></p>\n<p>Besides dilution, a slowdown in Palantir's revenue and free cash flow growth is a risk for the stock… because it trades chiefly on expectations of sales growth. If Palantir fails to deliver 30% sales growth annually, the stock could revalue lower.</p>\n<p><b>Final thoughts</b></p>\n<p>Palantir's 10% after-earnings drop presents a golden opportunity to buy the firm's robust revenue and free cash flow growth. The Q3'21 earnings card is teaching the market a lesson because it still undervalues the firm's material revenue and free cash flow ramp until FY 2025. While shares of Palantir are not cheap, they should not have dropped yesterday, given the strength of the outlook!</p>","source":"seekingalpha","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>Palantir Stock: Teaching The Market A Lesson</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Teaching The Market A Lesson\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-11 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4467867-palantir-q3-earnings-pltr-stock-buy-on-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir submitted a strong earnings card for the third quarter.\nThe analytics firm is raising its revenue and free cash flow forecast for FY 2021 materially due to accelerating business ...</p>\n\n<a href=\"https://seekingalpha.com/article/4467867-palantir-q3-earnings-pltr-stock-buy-on-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4467867-palantir-q3-earnings-pltr-stock-buy-on-drop","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1198342851","content_text":"Summary\n\nPalantir submitted a strong earnings card for the third quarter.\nThe analytics firm is raising its revenue and free cash flow forecast for FY 2021 materially due to accelerating business momentum.\nRevenue estimates should continue to go up.\n\nShares of Palantir (PLTR) cratered 10% after the submission of the firm's Q3'21 earnings sheet on Tuseday, although the data analytics firm raised its revenue and cash flow outlook. The drop in pricing presents a buying opportunity because revenue growth is accelerating and customer monetization is improving!\nWhy Palantir is a buy on the drop (again)\nWith the presentation of Palantir's third-quarter earnings card yesterday, the software and analytics business demonstrates that the market may still be underestimating the firm's potential for revenue growth, especially in the commercial segment which is gaining continual momentum. In the third quarter, Palantir generated revenues of $392.1M, showing an increase of 36% year over year. Third-quarter sales surpassed Palantir's guidance of $385M in revenues and Palantir's commercial business is crushing it. The segment grew commercial customers by 46% year over year and US commercial revenues by 103% compared to the year-earlier period. Government revenues (56% share) contributed $217.8M in sales in the third quarter and the private enterprise segment was responsible for $174.3M in sales (44% revenue share). Palantir's commercial business is getting more important regarding client and revenue growth. The firm's year-to-date revenues are $1.1B, showing 44% growth compared to the year-earlier period.\n(Source:Palantir)\nPalantir is not only growing revenues but also improving monetization of existing customers that sign on to its analytics platform. Palantir added 34 new customers to its client pool in the third quarter and managed to improve customer monetization by generating higher revenues per average customer. The average revenue per top 20 customer grew to $41M in the third quarter... that's equal to a growth rate of 35% year over year.\n(Source:Palantir)\nTurning to free cash flow.\nPalantir generated free cash flow of $119M in third quarter. This free cash flow, using revenues of $392M, calculates to an impressive and growing margin of 30%. The free cash flow margin in the second quarter was just 13%, so Palantir's profitability is rapidly improving. The third quarter was the fourth straight quarter of positive FCF margins for Palantir…\n(Source: Palantir)\nBecause Palantir's software and analytics business is gaining momentum, the firm is raising its full year free cash flow forecast again. The firm expected adjusted free cash flow in excess of$150M in the first quarter, FCF in excess of$300M in the second quarter, and now raised its free cash expectation tomore than $400M for FY 2021.\n(Source: Palantir)\nPalantir also raised its revenue forecast for FY 2021 from 30% to 40% due to accelerating business growth and better customer acquisition. Since the software firm generated $1.1B in revenues in FY 2020, the new guidance implies revenues of $1.54B and a free cash flow margin of 26% in FY 2021. Because of the raised revenue forecast, I estimate that Palantir's revenues could top $2.0B next year and $5.0B by 2025. A margin of 30% implies free cash flow of $1.5B by 2025, but I consider a 30% FCF margin low. Accelerating customer uptake of Palantir's analytics services and growing revenues per customer show progress in customer monetization, so the free cash flow margin could grow to, say, 40% by 2025. A 40% margin implies free cash flow of $2.0B. Based off of Palantir's Q3'21 FCF guidance for the full year, this estimate represents a 5 X factor increase in free cash flow within four years for Palantir.\nPalantir's sales growth was discounted by 10% yesterday and revenue estimates should continue to rise...\nData by YCharts\nBecause of stronger than expected sales and free cash flow growth, shares of Palantir can power higher. But they dropped 10% drop because Palantir also projected an adjusted operating margin of 22% in the fourth quarter, which is below the 30% margin achieved in Q3'21. What people may forget here: Palantir also guided for a 22% margin in the last quarter (out of caution) and beat its own guidance by 8 PP. The drop in pricing never should have happened...\nData by YCharts\nTwo problems with Palantir\nPalantir has one big problem: The firm spends too much money on executive compensation. Issuing new shares as part of compensation packages for managers dilutes shareholders and their shares of future profits. Since the end of FY 2020, Palantir's share count increased by 11% and will likely continue to increase.\n(Source: Palantir)\nBesides dilution, a slowdown in Palantir's revenue and free cash flow growth is a risk for the stock… because it trades chiefly on expectations of sales growth. If Palantir fails to deliver 30% sales growth annually, the stock could revalue lower.\nFinal thoughts\nPalantir's 10% after-earnings drop presents a golden opportunity to buy the firm's robust revenue and free cash flow growth. The Q3'21 earnings card is teaching the market a lesson because it still undervalues the firm's material revenue and free cash flow ramp until FY 2025. While shares of Palantir are not cheap, they should not have dropped yesterday, given the strength of the outlook!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829472746,"gmtCreate":1633540599856,"gmtModify":1633540599856,"author":{"id":"3547462998639937","authorId":"3547462998639937","name":"我是大狮子","avatar":"https://static.tigerbbs.com/34e3e465a5ae67ebf258e772b658451d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>今天你会以跌收盘作为对这个合同的致敬吗[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>今天你会以跌收盘作为对这个合同的致敬吗[龇牙]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$今天你会以跌收盘作为对这个合同的致敬吗[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829472746","repostId":"2173125079","repostType":2,"repost":{"id":"2173125079","pubTimestamp":1633509300,"share":"https://www.laohu8.com/m/news/2173125079?lang=&edition=full","pubTime":"2021-10-06 16:35","market":"us","language":"zh","title":"美股异动 | Palantir Technologies(PLTR.US)盘前涨超10%，获军方价值8.23亿美元合同","url":"https://stock-news.laohu8.com/highlight/detail?id=2173125079","media":"英为财情","summary":"© Reuters. 美股异动 | Palantir Technologies(PLTR.US)盘前涨超10%，获军方价值8.23亿美元合同智通财经APP获悉，10月6日(周三)美股盘前，截至北京时间16:06，Palantir Technologies(PLTR.US)上涨10.12%，报25.56美元/股。消息面上，该公司获得美国军方价值8.23亿美元的合同，将为军方提供覆盖多个安全类别的全球联合情报数据结构和分析平台，以支持世界各地的军方情报用户。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20211006163628448d201w2fopq0fxqu\"/><p>© Reuters. 美股异动 | Palantir Technologies(PLTR.US)盘前涨超10%，获军方价值8.23亿美元合同</p><p>智通财经APP获悉，10月6日(周三)美股盘前，截至北京时间16:06，Palantir Technologies(PLTR.US)上涨10.12%，报25.56美元/股。消息面上，该公司获得美国军方价值8.23亿美元的合同，将为军方提供覆盖多个安全类别的全球联合情报数据结构和分析平台，以支持世界各地的军方情报用户。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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