Delta Air Lines' financial performance has taken off.Delta Air Lines (DAL -1.24%) recently closed the books on a record-setting quarter. The quarter follows a successful 2023 that marked a full return to normal operations following the impacts of the COVID-19 pandemic. Like many consumer-facing businesses, Delta was forced to borrow money to stay in business thanks to pandemic- and shutdown-related pressures. Persistent inflation and economic uncertainty throughout 2022 kept the brakes on Delta's recovery, ...

Among Microsoft, Apple, Nvidia, Alphabet, Amazon, Meta Platforms, and Tesla, there are two Magnificent Seven members prominent billionaires want nothing to do with, and another they keep piling into.You may not realize it, but last week marked one of the most important data releases of the quarter for investors -- and I'm not talking about the highly anticipated April inflation report.May 15 was the deadline for institutional money managers with at least $100 million in assets under management to file Form ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Home Depot. 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 supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

They provide passive income under any circumstances.Inflation, recession, or not, investors are getting more pumped about the economy. The S&P 500 hit a new high last week and is up 11% year to date, and many companies are reporting growth and stability.Home Depot (HD -1.65%) is reporting declining sales, but investors are cheering its resilience despite inflation and getting ready for a rebound. Realty Income (O -2.47%), conversely, is still suffering from negative investor sentiment related to high intere ...

These high-performing companies can help you safely grow your wealth.Contrary to popular belief, stock splits don't alter the value of a business. They just spread its earnings among a greater number of lower-priced shares. It's kind of like slicing up your favorite apple pie. You still have the same amount of gooey goodness. You simply divided it into smaller portions.Still, investors love stock splits. Perhaps they're right to do so. Companies that split their stock are typically firing on all cylinders - ...

The Vanguard Mega Cap ETF is a balanced buy for investors targeting large industry-leading companies.Vanguard exchange-traded funds (ETFs) are some of the most popular, low-cost ways to achieve diversification across different sectors or market themes.The ultra-popular Vanguard S&P 500 ETF (VOO -0.29%) has $1.08 trillion in net assets and just a 0.03% expense ratio. It is one of the cheapest ways to invest in the S&P 500.But there's another low-cost Vanguard Fund that is beating both the S&P 500 and the Nas ...

公司概况 - QuantumScape是一家专注于固态电池研发的公司，于2020年11月通过与特殊目的收购公司（SPAC）合并上市，上市首日股价为24.80美元，随后在一个月内飙升至131.67美元的历史高点 [1] - 公司市值曾达到480亿美元，但尚未实现任何电池的商业化，也未产生有意义的收入，且每年亏损数亿美元 [2] - 由于利率上升、电动汽车市场放缓以及来自其他固态电池制造商的竞争，公司股价迅速下跌，目前股价低于6美元 [3] 技术优势与挑战 - 固态电池使用固态电解质而非液态电解质，具有更高的稳定性、耐高温性以及更快的充电速度 [3] - 固态电池已应用于小型设备如心脏起搏器、可穿戴设备和物联网产品，但由于成本较高，尚未大规模应用于消费电子或电动汽车 [4] - QuantumScape的最新固态电池可为电动汽车提供400至500英里的续航里程，充电时间少于15分钟，而目前大多数锂离子电池的续航里程约为300英里，充电时间为30分钟 [5] 商业化进展与财务表现 - 公司原计划在2024年实现1400万美元的收入，但由于多次延迟，预计将错过这一目标 [6] - 目前计划在2024年晚些时候交付首批样品，分析师预计2025年公司将实现500万美元的收入，远低于最初3900万美元的目标 [7] - 2026年，分析师预计公司收入将增至5800万美元，但公司目前28亿美元的市值已是该预估收入的近50倍 [11] 市场竞争与合作伙伴 - 大众汽车是QuantumScape的主要支持者，双方自2012年起合作开发固态电池，但大众近期与法国固态电池制造商Blue Solutions进行谈判，可能减少对QuantumScape的长期依赖 [8] - 其他主要汽车制造商如丰田和蔚来也在开发自己的固态电池，若它们率先成功，其他汽车制造商可能会选择自主研发而非从QuantumScape采购 [9] 市场前景与估值 - 全球固态电池市场预计在2023年至2030年间以41.5%的复合年增长率增长 [13] - 若QuantumScape在2026年实现5800万美元的收入，并以30%的复合年增长率增长至2030年，预计2030年收入将达到1.7亿美元，但公司目前市值已是该预估收入的16倍 [13] - 公司2023年净亏损为4.45亿美元，预计2024年将扩大至4.65亿美元，2025年进一步扩大至5.28亿美元 [12] - 截至2024年第一季度，公司拥有10.1亿美元的流动性，预计可支撑至2026年下半年，但若未能成功商业化首批电池，资金可能迅速耗尽 [12]

文章核心观点 长期投资优质公司少量资金也能产生巨大收益 巴菲特领导的伯克希尔·哈撒韦年化回报率达20% 其持仓股票为投资者提供潜在投资思路 推荐三只巴菲特支持的股票 总价低于1000美元 [1] 美国运通 - 长期是伯克希尔·哈撒韦投资组合的重要组成部分 20世纪90年代初买入 持有近三十年 回报达17倍且有稳定股息 [2] - 品牌强大 吸引高端客户 推出高端信用卡 如黑卡和白金卡 为高消费客户提供高端品牌奖励等福利 [2] - 虽持有信用卡贷款 但高端客户群能更好应对经济下行 且在数字支付经济中地位良好 适合加入投资组合 [3] 穆迪 - 是全球顶级信用评级机构 在美国信用评级市场占有率32% 仅次于标普全球 品牌知名 市场地位稳固 新进入者难以竞争 [4] - 过去受发行规模不佳影响 穆迪投资者服务部门调整后营业收入两年内下降33% [5] - 发行规模上升 第一季度调整后营业收入6.68亿美元 同比增长51% 受益于债务发行的积压需求 适合长期投资 [5] 花旗集团 - 是美国第四大银行 管理资产1.68万亿美元 业务覆盖全球 但过去几年在关键盈利指标上落后于同行 [6] - 首席执行官自2021年上任后 计划提高效率和盈利能力 宣布逐步关闭或出售14个消费业务部门 其中墨西哥消费业务计划2025年进行首次公开募股 [7] - 股票估值低 较有形账面价值折价25% 而同行富国银行和美国银行分别溢价65%和57% 随着业务好转 有较大上涨潜力 [7]

文章核心观点 - 挪威邮轮控股公司情况好转，新战略及业绩指引获华尔街关注，分析师上调目标价，公司盈利增长前景好，虽有高额净债务但仍可能是长期赢家 [1][2][5] 公司动态 - 挪威邮轮控股公司公布“规划航线”新战略，上调2024年业绩指引并给出2026年增长预测 [1] - 斯提夫尔分析师史蒂文·维琴斯基将挪威邮轮股票目标价上调至每股26美元，预计一年内股价上涨58% [2] 公司业绩预测 - 因邮轮服务需求强劲和行业前景改善，公司预计今年净收益率增长7.2%，调整后每股收益达1.42美元，华尔街预期为1.40美元 [3] - 公司预测到2026年收益再增长72.5%至每股2.45美元，未来三年年化收益增长30% [3] 投资分析 - 自去年盈利以来，公司股票市盈率仅21倍，若未来三年收益年增长30%，股票将显得非常便宜；若今年底收益翻倍，短期看也是划算交易 [4] - 公司净债务达140亿美元，若能兑现承诺并削减债务，股票可能成为长期赢家 [5]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palo Alto Networks. 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 supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...