Aug 05, 2021 Aug 05, 2021

我不需要你的钱|每日剥皮|8/5/21

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市场快照

收益继续推动股票造成S&Pto fall0.46%while theNasdaq爬了起来0.13%。让我们进入它。

What's Ripe

Robinhood ($HOOD)- 事先表示歉意，因为今天我们将再次开始谈论上帝丹·罗宾性。我的意思是，我们怎么可能？Shares rocketed up 81% midday，最终关闭50.4%。在首次交易日下跌8％之后，股票all time return of 102.1%似乎证实他们在第一天的殴打是纯粹的复仇。既然我们从系统中解脱出来，（IN）高效市场正在接管。

Coursera ($COUR)– This online education company's stock is giving a masterclass on how to go up. Lesson one? Beat earnings and increase projections. With 38% YoY revenue growth and a narrower than expected loss of -$0.05 vs -$0.11, shares soared21.3％。企业收入是增长的主要驱动力，与去年相比增长了69％（尼斯）。虽然大流行肯定有所帮助，但只要大学不断骗美国, this firm could just be entering its prime.

New York Times ($NYT)- 像1873年一样参加聚会的时候 - 报纸回来了。《纽约时报》，又名替代的开发营，昨天收益释放后咆哮着生活7.7％on the day. The big number was 8 million total subscribers, as reported by the NYT...oh wait. Anyway, the company did destroy earnings estimates, despite some lackluster digital user growth numbers. Keep those crosswords coming!

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What's Rotten

Zymergen ($ZY)– You probably don't know Zymergen, and after today's76.3%自由落体，这可能并不重要。合成生物学通常被称为世代相传的财富机会，使像Zymergen这样的公司像去年四月一样将其炒作进入IPO。很遗憾，怀有巨大的期望是基本的期望like making money, which Zymergen has decided to pass on at this time. The company announced that it expects 2022 revenue to be "immaterial", aka nonexistent, which is not something investors generally like.

General Motors ($GM)– It's a tale as old as time. You beat on earnings, but your forward guidance comes up short of expectations so you end up losing almost 1/10th of your company's value. GM is the latest victim of this vicious cycle, falling8.9%昨天。尽管有一些产品召回活动，但该公司的收入为1.97美元，收入为342亿美元，而预期为1.82美元和299亿美元，该公司还是设法提供了一个乐观的季度。但是，全年的收入指导没有分析师的希望，导致了昨天的溃败。

CVS Health（$ CVS）– Not a great call by CVS to follow GM's beat-and-fall strategy, but hey, sh*t happens. The pharmacy / convenience store / health hub knocked earnings out of the park, but their planned investment strategy was not to analyst's liking. For one, the公司正在提高其最低工资to $15/hr, and who would want a company they own to pay workers a living wage? Alongside that disappointment was an increase in forward guidance by only about 2%. shares fell2.9%in response.

宏观猴子说

信用– Much like Ed Sheeran to record labels, businesses are telling banks"我不需要你的钱。”Undrawn credit commitments held at the big boys hit a record, growing 20% since last year to the $1tn mark. What's happening? Basically, businesses are requesting quick draw credit facilities, usually used for inventory or workforce purposes, but they aren't actually using them. These firms are drowning in cash, and not in a good way. Much of the reason they are so loaded up is an inability to spend it due to supply chain and labor issues. But, if and when these macro issues are resolved (largely up to the Delta variant), we could be looking right in the eye of a firehose of spending.

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Food for Thought:

Let Them Eat...Broadband– I'll be honest, I didn't think Uncle Joe knew what the internet is, but I was wrong, $65bn wrong. Studies have confirmed meaningful (and obvious) production and quality of life advantages in areas of the U.S. with wide broadband access vs those without. With this, the internet has become as much of an everyday essential as roads or electricity, hence the hefty price tag in the infrastructure bill. Of that $65bn, $40bn would go to grants for states to pay operators to expand access to underserved regions...*Comcast has entered the chat*. Empowering states to run this operation is expected to yield better results than past attempts with the Feds in charge, so we'll finally be able to see what's going down in Glasgow, Montana or Supai, Arizona.

Wise Investor Says

"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don't work out."

–Peter Lynch

愉快的投资，

帕特里克和每日皮尔团队

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