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7cs
7cs
·
2021-12-29
Oh
@Pepeflabs：
$Apple(AAPL)$all yhe wayy
$Apple(AAPL)$all yhe wayy
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7cs
7cs
·
2021-12-29
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Some Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote>
Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electr
Some Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote>
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7cs
7cs
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2021-12-21
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7cs
7cs
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2021-12-19
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7cs
7cs
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2021-12-05
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7cs
·
2021-12-03
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3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>
Summary Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that b
3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>
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2021-12-03
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7cs
7cs
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2021-11-30
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7cs
7cs
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2021-11-28
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2021-11-23
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Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>
Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%. Miz
Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>
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trading.Activision Blizzard, Playtika Holding, Zynga and Electronic Arts climbed between 1% and 3%.</p><p><blockquote>一些游戏股在早盘交易中上涨。动视暴雪、Playtika Holding、Zynga 和艺电股价上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eaefc8e1edf986edb1747eb2ba57c451\" tg-width=\"425\" tg-height=\"358\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-28 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electronic Arts climbed between 1% and 3%.</p><p><blockquote>一些游戏股在早盘交易中上涨。动视暴雪、Playtika Holding、Zynga 和艺电股价上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eaefc8e1edf986edb1747eb2ba57c451\" tg-width=\"425\" tg-height=\"358\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149345512","content_text":"Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electronic Arts climbed between 1% and 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608863696","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":3998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601403832,"gmtCreate":1638544732731,"gmtModify":1638544732955,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584307768549747","idStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601403832","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohunote.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象，最近的结果再次显示加速增长。报告发布后，该股立即上涨，但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司，它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中，我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会，因此我想了解一下该公司（目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票，让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多，我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，先有一个小小的警告。我真的不擅长短期评级（我最近的暴发户文章就证明了这一点）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，以及这种抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数，导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人，而且似乎是不可避免的，但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，在正常情况下，收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都有所减速或略有下降，但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节，我不会以本文的形式讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误：</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经跌下悬崖，该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得更多的投资者关注和更低的估值倍数。然而，如果增长保持非常高，它可以弥补这一事实。目前，该公司的远期 EV/S 交易价格为 17.76，我认为对于一家具有这种增长和利润率的公司来说，这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后，该股最初在后市上涨。但到了周三，一切都不再重要了，由于小幅调整、板块轮动或任何你想看涨期权的东西，该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候：你刚刚得到确认，你的公司在增长加速的情况下表现非常好，而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为此付费，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色？看看这些收入增长数据就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束，但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引（通常超过5%），那么它应该会在Q2再次加速同比增长（或至少保持目前60%+的增长率）。最重要的是，本季度看到<b>RPO 增长 98%，以美元计算的净保留率为 125%，自由现金流利润率为 36%</b>换句话说，这项业务正在全力以赴。如果你不知道Zscaler是做什么的，请阅读我2018年12月的文章——从那时起，该股已经上涨了710%，我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票（它于今年 6 月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>（高于上一季度的 94%）。这是一个相当惊人的增长，表明这家公司正在市场上获胜（但也考虑到该公司的年收入运行速度很小，这使得它变得更容易）。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>（613，高于一年前的185）。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期，该公司目前的 TTM EV/S 为 57，2022 年 EV/S 为 38.7。这看起来很丰富，但相对于其他云名称来说并不那么可怕。然而，如果考虑到目前 95% 的同比增长率和 17% 的环比增长率，再加上目前大客户的势头，2022 年 47% 的增长预期似乎相当低。事实上，2022 财年任何低于 70% 的增长都会让我感到惊讶，然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营，我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此，基于云的工作管理解决方案的市场仍然很大，该领域可能会有许多赢家。目前，我很高兴遵循这些数字（看起来棒极了），并希望相对便宜的估值将带来可观的阿尔法，而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到 Datadog (DDOG)，它在 11 月初报告了另一个出色的季度。与 Zscaler 一样，这也是一家增长加速的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住，提到的股票，尽管从相对角度来看可能很有吸引力，但从绝对角度和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于维持（或最好是加速）营收增长的公司，并退出经济放缓的股票。这听起来非常简单，当然，许多其他因素都会影响股票的长期收益，但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd.","UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"ZS":0.9,"UPST":0.9,"MNDY":0.9}},"isVote":1,"tweetType":1,"viewCount":3396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601054822,"gmtCreate":1638462192659,"gmtModify":1638462192842,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584307768549747","idStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601054822","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609624134,"gmtCreate":1638281637497,"gmtModify":1638281637718,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584307768549747","idStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609624134","repostId":"1120422018","repostType":4,"isVote":1,"tweetType":1,"viewCount":3539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600152817,"gmtCreate":1638102665057,"gmtModify":1638102665266,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584307768549747","idStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600152817","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":3875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875448801,"gmtCreate":1637681250144,"gmtModify":1637681266368,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584307768549747","idStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875448801","repostId":"1192119389","repostType":4,"repost":{"id":"1192119389","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637679057,"share":"https://www.laohunote.com/m/news/1192119389?lang=zh_CN&edition=full","pubTime":"2021-11-23 22:50","market":"us","language":"en","title":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192119389","media":"Tiger Newspress","summary":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMiz","content":"<p>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></p><p> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Western Digital Corp</b> to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Micron Technology Inc</b> to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入，目标价为 75 美元，高于 55 美元，意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入，目标价为 95 美元，高于 75 美元，意味着上涨空间为 13.3%。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWestern Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-23 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%，美光科技股价上涨近4%。</blockquote></p><p> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Western Digital Corp</b> to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Micron Technology Inc</b> to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入，目标价为 75 美元，高于 55 美元，意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入，目标价为 95 美元，高于 75 美元，意味着上涨空间为 13.3%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","WDC":"西部数据"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192119389","content_text":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMizuho analyst Vijay Rakesh upgraded Western Digital Corp to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.\n\n\nMizuho analyst Vijay Rakesh upgraded Micron Technology Inc to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.","news_type":1,"symbols_score_info":{"MU":0.9,"WDC":0.9}},"isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}