文章核心观点 - 制药公司Eli Lilly在近年来取得了显著的临床和监管进展,其股票也大幅跑赢了整个市场[1][2] - Eli Lilly正在开发一种每周注射一次的胰岛素产品efsitora alfa,这将是一个更好的选择[3][4] - 尽管Eli Lilly在这方面落后于竞争对手Novo Nordisk,但efsitora alfa仍有可能为Eli Lilly带来可观的收入[5][6] 公司概况 - Eli Lilly是胰岛素市场的领导者,一直与Novo Nordisk和Sanofi展开激烈竞争[3] - Eli Lilly的收入在第一季度同比增长26%至88亿美元[7] - Eli Lilly的重要增长驱动因素包括糖尿病药物Zepbound和肥胖药物Mounjaro,这两种药物的活性成分都是tirzepatide[8][9] - 分析师预计Eli Lilly未来5年的每股收益将平均增长近57%[10] 行业概况 - 糖尿病患者中31%使用胰岛素治疗,其中1型糖尿病患者占5%-10%,2型糖尿病患者占90%以上[6][7] - 糖尿病患病率预计将继续上升,这为Eli Lilly的efsitora alfa带来了广阔的市场空间[7]

These companies' investments in artificial intelligence (AI) could help them -- and investors -- win big.The Nasdaq roared to a record high earlier this year, confirming the presence of a bull market. But it didn't stop there. The index continues to climb, just recently reaching yet another new high as investors pile into technology stocks and other growth players. This is great, but if you're looking to buy tech stocks, you might be wondering if valuations have become too lofty.I've got good news for you: ...

文章核心观点 - 在线旅行预订市场持续增长,在线旅行社(OTA)占据近40%的市场份额,尤其是年轻一代消费者更倾向于使用OTA [1][2] - Booking公司是OTA行业的领导者,其业务涵盖机票、酒店、短租等多种旅行服务,为消费者提供一站式服务 [3] - Booking公司的收入和自由现金流在疫情后呈现爆发式增长 [4] 公司层面 - Booking公司大量回购股票,减少了股票总量,提高了每股收益,这对股东更有利 [5][6][7][9][10] - Booking公司于2024年第一季度开始派发现金股利,虽然收益率较低但未来有望提高 [8] - Booking公司的经营利润率和自由现金流率均超过25%,远高于同行Expedia [11][12] - Booking公司的估值水平略高于Airbnb,但其业务模式更加稳健,面临的监管风险较小 [12][13] 行业层面 - 疫情后旅游行业反弹强劲,Booking公司业绩出色 [14] - 年轻一代消费者更倾向于通过OTA预订旅行,Booking公司未来增长空间广阔 [2][14]

文章核心观点 - 大衰退结束近15年,此时买入股票可能获得超额收益,因为股价相对较低,市场乐观情绪尚未完全恢复 [1] - 在大衰退结束时投资25,000美元于本文提到的几只股票,现在价值超过100万美元 [2] - Nvidia、Netflix和Regeneron Pharmaceuticals是过去15年表现最出色的增长股 [2] Nvidia - Nvidia股价在过去15年实现了巨大涨幅,25,000美元投资现值超过820万美元 [4] - 即使在最近人工智能热潮之前,Nvidia也是一只优秀的增长股,15年前投资25,000美元也能获得260万美元的收益 [5] - Nvidia芯片已经成为计算行业的标准,其业绩增长不仅体现在营收上,利润增长更是令人瞩目 [6] - 尽管Nvidia市值已达2.3万亿美元,但考虑到人工智能的机遇,投资该公司仍有潜力 [6] Netflix - 2009年Netflix主要从事DVD租赁业务,在线流媒体业务才刚起步 [7] - 如今在线流媒体已成为Netflix的主要业务,公司经营状况和财务状况也大幅改善 [8][9] - 尽管面临用户不满的涨价和限制密码共享等挑战,但Netflix已建立起可持续盈利的流媒体业务模式 [9] - 虽然未来增长可能较为温和,但Netflix仍是一只值得长期持有的增长股 [10] Regeneron Pharmaceuticals - 15年前Regeneron Pharmaceuticals还是一家亏损且高度依赖合作收入的风险公司 [11][12] - 如今公司业务更加广泛,收入规模大幅增长,其眼科药物Eylea已成为重要的收入来源 [13] - 公司仍有超过35个产品管线,加上强劲的自由现金流,未来增长潜力依然可观 [14]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Applied Materials. The Motley Fool recommends Intel and recommends the following options: long January 2025 $45 calls on Intel and short May 2024 $47 calls on Intel. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that sup ...

行业背景 - 巴西金融科技行业处于快速增长阶段 公司Nu Holdings在该行业中表现突出 尤其是在巴西 墨西哥和哥伦比亚等未充分渗透的市场中 [1][3] 公司概况 - Nu Holdings是一家总部位于巴西的金融科技公司 目前已在巴西 墨西哥和哥伦比亚开展业务 公司拥有9940万客户 比去年增加了2000万 [3] - 公司在巴西的成年人口中拥有54%的市场渗透率 显示出强大的市场影响力 [1] 市场渗透与增长 - 公司在墨西哥和哥伦比亚的市场刚刚起步 但增长迅速 墨西哥第一季度新增150万客户 总客户数达到660万 哥伦比亚拥有90万客户 最近推出了储蓄账户 [3] - 公司通过交叉销售新产品推动增长 现有客户采用更多产品 管理层也在不断推出新产品 进一步扩大增长空间 [4] 盈利能力 - 公司连续六个季度实现净利润增长 第一季度GAAP净利润达到创纪录的379亿美元 较去年的142亿美元大幅增长 [5] - 随着客户使用更多产品 收入增加 而营销和客户获取成本并未增加 第一季度每用户平均收入从860美元增至1140美元 客户服务成本为090美元 较去年的080美元略有上升 但过去三个季度保持稳定 [6] - 公司通过高效的信贷组合推动利润增长 信用卡和个人贷款的总应收款项同比增长52% 生息资产组合同比增长86% 净利息收入增长93% 净息差扩大 [7] 估值与投资机会 - 公司股票的远期市盈率仅为18倍 相对于其高增长和盈利能力 估值较低 与类似金融科技公司SoFi Technologies相比 估值约为其一半 且远低于其增长速度 [9] - 当前是投资该高增长股票的良机 未来有望继续上涨 [10]

Alphabet's bread and butter is search and advertising, but there's so much more to its business.Out of all the "Magnificent Seven," Google parent Alphabet (GOOG -0.86%) (GOOGL -0.83%) seems to be the one that is constantly undervalued. In this video, I will explain why that is.*Stock prices used were from the trading day of May 21, 2024. The video was published on May 22, 2024. ...

Did Nvidia meet investors' expectations?In today's video, I discuss recent updates impacting Nvidia (NVDA -0.46%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of May 22, 2024. The video was published on May 22, 2024. ...

Here are three attractive growth stocks that can help to multiply your money.Investing in stocks is an effective way to help build and grow your wealth to better prepare yourself for retirement. You should pay special attention to growth stocks, as the capital gains you can enjoy from holding them over the long term can greatly accelerate your path toward financial freedom. Such stocks usually do not pay dividends, as the underlying business is reinvesting all of its profits and cash back into growth initia ...

Buffett still likes Apple. But he's investing even more of Berkshire's money elsewhere.Don't be fooled by the fact that Warren Buffett reduced Berkshire Hathaway's stake in Apple by nearly 13% in the first quarter of 2024. The iconic investor still really likes Apple and plans to own the stock for a long time to come. Berkshire's 5.1% stake in Apple is worth over $150 billion. However, the tech giant isn't Buffett's top holding in his Berkshire Hathaway portfolio. Cash is kingTo be sure, Apple remains by fa ...