저자: 미상 · 외국인
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캐시 우드의 ARK Invest 포트폴리오 중 Roku와 MercadoLibre를 장기 보유 후보로 소개. Roku는 2024년 2분기 잉여현금흐름 개선·순손실 축소를 근거로 주가 반등 가능성을 주장. MercadoLibre는 GMV 20%(환율 조정 83%), 매출 42% 성장(51억 달러), 순이익 2배 이상 증가를 근거로 성장성 강조. 두 종목 모두 장기 밀리어네어 포트폴리오 편입을 권유하나 고변동성 위험은 인정.
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for more stock news updates remember to press the like button and subscribe with that being said let's get straight into the video Kathy Wood has established herself as a prominent figure in the world of disruptive technology investing her firm Arvest is well known for its commitment to identifying and investing in high growth technology stocks primarily through its exchang traded funds each of these exchange traded funds is designed with a specific Focus AR invest has garnered a reputation for thriving during bullish market conditions where its high growth innovative stock picks tend to outperform however this approach is not without its challenges as the stocks selected often carry a considerable amount of risk while investing in an exchange traded fund generally provides investors with a diversified portfolio that helps mitigate risk this is not always the case when most of the underlying stocks are volatile two of the most promising companies in her portfolio are Roku and Marcato Libre both of which have the potential to be part of a Millionaire Maker portfolio over the long term Roku in particular presents an intriguing opport Unity despite facing a challenging year the stock has continued to decline in value even though the company has reported strong growth and made strides in improving operational efficiency the market appears to be overlooking roku's progress at the moment which presents a unique opportunity for investors to purchase the stock at a bargain price the pandemic has caused many companies to overestimate demand leading to two distinct groups those that have successfully adjusted to changing market conditions and those that have struggled Roku Falls firmly into the first group as demonstrated by its performance in the second quarter of 2024 Roku operates two main business segments that complement each other the first segment is its streaming Hardware division where Roku has established itself as the top device seller in the United States when customers purchase a Roku device they are brought into the Roku ecosystem which provides access to roku's own free streaming channels as well as any other channels the customer subscribes to provided Roku has an agreement with the service the second segment is roku's advertising business which plays a key role in driving revenue for its free channels while the hardware division only accounts for about 15% of roku's total sales and is not profitable on a gross basis it is a critical component of the company's overall business model by selling streaming devices Roku is able to expand its user base which in turn fuels growth in its advertising division this Synergy between the two segments is what allows Roku to continue expanding its reach and improving profitability in the second quarter of 2024 Roku made significant progress in terms of profitability The company generated $37.97 in free cash flow a substantial increase from the $100 million it reported in the same period last year additionally Roku managed to narrow its net loss from $18 million to$ 34 million signaling that the company is on the path to financial sustainability one of roku's most significant long-term growth drivers is the ongoing shift from traditional broadcast television to streaming services in the first quarter of 2024 roku's streaming hours increased by 23% year-over-year while traditional broadcast viewing declined by 133% according to data from neelen roku's ability to maintain its top position in the streaming device Market combined with its ongoing efforts to introduce new and improved devices gives the company a Competitive Edge furthermore Roku has demonstrated its ability to streamline costs without sacrificing growth which is a key indicator of profitable scaling this focus on efficiency has allowed Roku to continue growing its business even in the face of Market challenges despite these positive developments roku's stock has faced significant pressure with its value declining by 40% this year alone the company has struggled to gain Market recognition for its achievements even as it continues to increase sales in both its hardware and advertising segments and moves closer to achieving net profitability if Roku continues to perform well and the company's recent progress suggests that it will the stock is likely to Rebound in the future by purchasing Roku stock today investors may be positioning them eles for significant gains over the long term potentially contributing to their journey toward millionaire status in contrast to Roku Marcato Libra has managed to maintain strong investor confidence thanks to its outstanding growth robust profitability and vast opportunities for future expansion Marcato Libra's stock has risen by approximately 20% this year driven by the continued success of its e-commerce and financial technology businesses despite the challenges posed by global inflation what's more the company's growth rates are accelerating reaching their highest levels since 2021 in the second quarter of 2024 Marcato Libra's e-commerce division has seen gross merchandise volume increased by 20% year-over-year or 83% when adjusted for currency fluctuations meanwhile its Financial technology division has experienced a 36% increase in total payment volume as a result Marcato Libra's overall Revenue grew by 42% to $5.1 billion and its net income more than doubled to 53 1 million despite serving a population of over 500 million people marcata Libra's Revenue represents just 0.3% of Amazon while it's not an exact comparison as both companies operate in multiple sectors Beyond e-commerce this statistic provides a sense of the vast potential Marcato lib has for growth additionally many of the markets Marcato Libra serves are still underpenetrated in terms of e-commerce creating a significant opportunity for long-term expansion Marcato Libra continues to attract new users to e-commerce platform and these Shoppers are becoming increasingly active over time in the financial technology space Marcato Libre offers a wide range of services including digital payments credit cards and investment products positioning itself as the top platform in three of its four largest markets as if its success in e-commerce and financial technology weren't enough marot Libra is also making significant strides in the digital advertising space the company has steadily increased its market share in digital advertising and is now the third largest digital advert ier in the regions it serves Marcato Libra has already delivered substantial returns to its investors but there is still plenty of untapped potential with its strong position in high growth markets and a diverse range of revenue streams Marcato Libra is well positioned to continue generating impressive returns for investors purchasing Marcato lib stock today could be a powerful way to supercharge your Investment Portfolio and help you achieve millionaire status over time in the end Kathy Wood's investment strategy at ARC invest is centered on disruptive Tech technology and high growth sectors leading to both high potential returns and elevated risk while her exchange traded funds might be too volatile for some investors individual stock picks like Roku and Marcato Libre present compelling opportunities Roku is positioned for a rebound as it continues to grow despite Market challenges while Marcato libbre is thriving in e-commerce and financial technology with significant long-term growth potential both stocks offer the possibility of substantial returns making them strong candidates for a wealth building portfolio for more stock news updates remember to press the like button and subscribe with that being said I will see you in the next video
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