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tooneychaos · 5 months
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“Hmm…you sure know a lot, AJ…” (suspiciousss)
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hyenacicadas · 7 months
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Misc. OC art
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ask-de-writer · 11 months
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I would like to thank Delightfully
EAGER BINGE READER
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@furislupus​ for READING and LIKING
My whole MASTER STORY INDEX SECTION,
Now he is delving into
MLP Fan Fiction
DEER FRIEND
ROE'S WISH
ON THE BORDER - Iron’s Hearthwarming
PAGEANT
THE GIFT
HUDDLED TOGETHER
THE HERO'S CURSE
A Tail of Two Ponies!
INCIDENT IN A DRAGON'S CAVE
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mutt-the-punk · 2 years
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HAI
My nAme is River, I'm a scemo (Scene & emo)person who luvs new friends (Including you!! <33)
I use tUmblr as a kewl (cool) & fUn way 2 find new friendz and to find peOple whom have the same interEsts as mE (Interests later listed)
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Oh no.. your computer has a virus! I'll help you out but you gotta listen first.
Dni: Homophobic, Transphobic, Racist, Ablelist, pro overturning of Roe V Wade, -12,+21, Andrew Tate watchers, Msi supporters, falling in reverse supporters (basic Dni), Cringe culture, mean, rude, anti tone tagsif you are &/or support any of the following:
* racist, anti-black, against blm, support alm/blue lives matter, against police abolition & acab. xenophobic, antisemitic, islamophobic, nazi, zionist, assadist. don't support land back. alt-right.
* pro-life, anti-abortion. map, nomap. use/say slurs you can't reclaim. aren't critical of interests.
* romanticize or glorify abuse, and/or mental illness. trauma invalidation. think [emotional] neglect isn't a form of abuse.
if you are &/or support any of the following queerphobic beliefs:
* radfem, terf, swerf. transmed, truscum. against neopronouns, against xenogenders. against lesbians who use pronouns outside of she/her, and gays who use pronouns outside of he/him.
* fetishize mlm, fetishize wlw. think mlm are inherently 'less oppressed' by society, oppression olympics in general.
* believe aroace people aren't inherently lgbtq. mistreat transhets due to them being het. think polyamory is inherently sexual, think you can't cheat on your partners in polyam relationships.
* think bisexuality is the 'default' to being mspec, think pansexuality is biphobic, think trans people aren't included in bisexuality. treat pan/omni/ply/etc. as micro-labels under bisexuality.
if you are &/or support any of the following radinclus beliefs:
* pro-ship, anti-anti, pro-fic. think fiction has no effect on reality. pro-para (pedophilia, zoophilia, necrophilia, etc.).*
* mspec 'lesbians', mspec 'gays', and mspec 'straights'. lesboys, turigirls, 'male lesbians', 'gay women'.
* transabled*; endogenic, xeno-origin, any non-traumagenic 'systems' are included. 'systems' caused by disorders outside of DID or OSDD-1, like 'bpd systems', you get the gist; think you can have any trauma disorder without the trauma.
* this doesn't mean the support for the people with disorders that cause these thoughts and feelings. this means the anti-recovery sentiment of identifying as 'pro-paraphilia' & transabled- whether or not you have said disorders- and the worsening of symptoms.
if you are &/or support any of the following ableist beliefs:
*accuse people of faking their disability, also known as fakeclaiming. exclude the experiences of physically disabled people when talking about ableism. dismiss the experiences of chronically ill people due to the fluctuation of severity in symptoms.
* think allistics can say the r slur, think the infinity symbol is for all neurodivergent people rather than just autistics. against informed self diagnosis.
* think people with cluster b personality disorders are inherently abusive, or that people with DID, schizophrenia, psychosis, ASPD, etc. are dangerous or violent. 'narcissistic abuse' truther.
* misuse mental health terms, like naricissistic, psycho[path], psychotic, delusional, schizo, etc., especially in a derogatory fashion.
If you are any of those, I can't help you! Srry, not srry..
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There we are, I just changed your computers oil out!....
Your computer doesn't take oil? Oopsies..
Wellll while you're contacting tech support, let's talk about a few of the things I like!
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Interests: Monster high (Mh), My little pony (mlp), Invader zim (Iv), Ruby gloom (Rb), Waffles (no really, I love them), Tone tags, Swag new friends, Slushies (SO YUMMY!!)
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My favorite characters: Derpy (mlp), Gir (Iv), Discord (mlp) Draculara (Mh), Ruby Gloom (Rb), Skelita (Mh), Sarah Scare (Mh), Clawdeen (Mh), Lagoona (Mh), Bender (Futurama), Ghoulia (Mh), and a few OthErz
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Other: My dms are open but I don't respond often, my notifications are off.
I luv 2015
I REALLLY like neon (Mainly Green & Pink)
I watch REPOSTED Shane Dawson vidz, Markiplier, and Brandon Ferris!!!
LVL 14
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You managed to get on the tech support line but you're on hold? Hm.... let's play my favorite song!!
You finally got ahold of them? SWAG! Well I've gotta go, byeeee
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petersparrish18 · 1 year
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Employing the ecu Culture of Cardiology 0-h/1-h criteria within individuals showing really early on soon after chest pain.
MSCs confronted with DDT proven powerful alterations in self-renewal, spreading, differentiation, as well as gene phrase, which can in part make clear the actual homeostatic difference and improved cancer malignancy occurrence some of those subjected to long-term EDCs.Your experts when compared People Food and Drug Administration (FDA) as well as 9 pharmacologically carefully guided strategies (PGAs; basic allometry, maximum life time prospective [MLP] mental faculties fat, guideline of exponent [ROE], a pair of 2-sp approaches about three one-sp methods) to ascertain the optimum recommended starting up KPT 9274 NAMPT inhibitor measure (MRSD) with regard to first-in-human clinical studies in grown-up healthful adult men employing 12 drugs. The particular ROE approach as advised by simply Mahmood and Balian(A single) presented the best conjecture precision for a pharmacokinetic (PK) pammeter. Valuations produced from settlement have been consistently much better than volume of submission (Vd)-based methods and had decrease underlying suggest sq . problem (RMSE) beliefs. Any pictorial technique evaluation chart was created based on fold errors pertaining to parallel evaluation of numerous techniques. The one-sp method (rat) as well as the All of us FDA approaches gave the best conjecture precision and low RMSE values, and the 2-sp methods gave the smallest amount of forecast accuracy with high RMSE values. The actual ROE method gave much more regular forecasts pertaining to PK details than other allometric techniques. In spite of this, the actual MRSD forecasts just weren't a lot better than Us all Food methods, possibly suggesting that will across-species variance throughout discounted may be higher than variation in zero observed unfavorable influence amount (NOAEL) understanding that PGA techniques may not be consistently better than the particular NOAEL centered methods.Water-insoluble beta-(1-3)-D-glucan singled out through the sclerotium associated with Poria cocos rarely reveals biological action. Consequently, it can be advantageous to create a value-added product via S. cocos. We all taken out the actual beta-(1-3)-D-glucan in the sclerotium associated with S. cocos and produced any carboxymethylated derivative. The architectural and biological properties in the derivative have been researched. The particular carboxymethylation of the polysaccharides was established by simply Fourier transform ir spectroscopy, and the degree of replacing (Nintendo ds lite) along with molecular bodyweight were attained by the potentiometric titration along with teeth whitening gel permeation chromatography (GPC) examination, respectively. The actual carboxymethylation brought on the particular advancement regarding within vitro bile acid solution holding ability from the polysaccharides, which would end up being explained through the increased water solubility and structurel adjustments a result of carboxymethyl with ion. Additionally, within vitro antiradical capacity with the derivative has been seen through the method of 2,2-diphenyl-1-picrylhydrazyl (DPPH).In the identify dexterity polymer bonded, [Fe(C(8-10)H(Some)And(Your five)E(Several))(Only two)](d) or [FeL(2)](n), where HL = 2-[(1H-1,2,4-triazol-1-yl) methyl]-1H-imidazole-4,5-dicarboxylic acid), the Fe(2) ion, positioned on a great inversion middle, can be six-coordinated by simply two A atoms and four N atoms from a couple of L(:) ligands in the out of shape octahedral geometry [Fe-O = 2.
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roe-re-oodles · 4 years
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on the night of the longest day, the stars will aid in her escape...
so huh
that series finale, huh?
i actually haven’t seen it yet, but i have been going through my second rewatch on netflix!
its nice to see twilight back when she was just celestia’s student. the later seasons are still good, but nostalgia, yknow?
anyways, this is a scene redraw. i really like how i did the magic and the window. the rest? im still iffy on
-please dont repost my art! likes and reblogs are appreciated!
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sunflowertea23 · 4 years
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Thanks for the tag @szablarstwo !! 💛
Rules: list your 10 favourite female characters from 10 different fandoms and tag 10 people!
(In no particular order)
1. ATLA - Toph (i was considering Azula for her brilliant character arc but I like Toph for her character more)
2. The Dragon Prince - Claudia
3. She-Ra and the Princesses of Power - Hnnnnnng Catra? Altho I love Scorpia, Perfuma and Mermista, too 🥺
4. Musical theatre - Glinda from Wicked (shes my dream role if I were to ever pursue theatre lol)
5. Steven Universe - Connie!!!
6. Overwatch - Moira (Sombra and Ana are a close second)
7. Disney - Tiana (Princess and the Frog)
8. MLP (yes im embracing my brony days) - Fluttershy
9. Homestuck - Roxy Lalonde
10. Marvel - Ms Marvel/Kamala Khan
Oof that was more difficult than I expected :0
I dont think I have 10 ppl to tag but im tagging @thegrumpyjournalist @leaflens @roe-roe-roe-yourboat @beeskneesbeans @mercy-here !!
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compneuropapers · 6 years
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Interesting Papers for Week 10, 2018
Dynamics of Learning in MLP: Natural Gradient and Singularity Revisited. Amari, S., Ozeki, T., Karakida, R., Yoshida, Y., & Okada, M. (2018). Neural Computation, 30(1), 1–33.
Solving visual correspondence between the two eyes via domain-based population encoding in nonhuman primates. Chen, G., Lu, H. D., Tanigawa, H., & Roe, A. W. (2017). Proceedings of the National Academy of Sciences of the United States of America, 114(49), 13024–13029.
Exploring Feature Dimensions to Learn a New Policy in an Uninformed Reinforcement Learning Task. Choung, O., Lee, S. W., & Jeong, Y. (2017). Scientific Reports, 7, 17676.
Temporal Causal Inference with Time Lag. Du, S., Song, G., Han, L., & Hong, H. (2018). Neural Computation, 30(1), 271–291.
Balancing New against Old Information: The Role of Puzzlement Surprise in Learning. Faraji, M., Preuschoff, K., & Gerstner, W. (2018). Neural Computation, 30(1), 34–83.
Detailed Dendritic Excitatory/Inhibitory Balance through Heterosynaptic Spike-Timing-Dependent Plasticity. Hiratani, N., & Fukai, T. (2017). Journal of Neuroscience, 37(50), 12106–12122.
Statistical Learning Signals in Macaque Inferior Temporal Cortex. Kaposvari, P., Kumar, S., & Vogels, R. (2018). Cerebral Cortex, 28(1), 250–266.
Organization of Orientation-Specific Whisker Deflection Responses in Layer 2/3 of Mouse Somatosensory Cortex. Kwon, S. E., Tsytsarev, V., Erzurumlu, R. S., & O’Connor, D. H. (2018). Neuroscience, 368, 46–56.
Disruption of Perceptual Learning by a Brief Practice Break. Little, D. F., Zhang, Y.-X., & Wright, B. A. (2017). Current Biology, 27(23), 3699–3705.e3.
Collective Behavior of Place and Non-place Neurons in the Hippocampal Network. Meshulam, L., Gauthier, J. L., Brody, C. D., Tank, D. W., & Bialek, W. (2017). Neuron, 96(5), 1178–1191.e4.
Working Memory and Decision-Making in a Frontoparietal Circuit Model. Murray, J. D., Jaramillo, J., & Wang, X.-J. (2017). Journal of Neuroscience, 37(50), 12167–12186.
Why Do Similarity Matching Objectives Lead to Hebbian/Anti-Hebbian Networks? Pehlevan, C., Sengupta, A. M., & Chklovskii, D. B. (2018). Neural Computation, 30(1), 84–124.
Hippocampal oxytocin receptors are necessary for discrimination of social stimuli. Raam, T., McAvoy, K. M., Besnard, A., Veenema, A. H., & Sahay, A. (2017). Nature Communications, 8, 2001.
Peripersonal space representation develops independently from visual experience. Ricciardi, E., Menicagli, D., Leo, A., Costantini, M., Pietrini, P., & Sinigaglia, C. (2017). Scientific Reports, 7, 17673.
Conversion of Continuous-Valued Deep Networks to Efficient Event-Driven Networks for Image Classification. Rueckauer, B., Lungu, I.-A., Hu, Y., Pfeiffer, M., & Liu, S.-C. (2017). Frontiers in Neuroscience, 11, 682.
Electrical stimulation of macaque lateral prefrontal cortex modulates oculomotor behavior indicative of a disruption of top-down attention. Schwedhelm, P., Baldauf, D., & Treue, S. (2017). Scientific Reports, 7, 17715.
Long-term dopamine neurochemical monitoring in primates. Schwerdt, H. N., Shimazu, H., Amemori, K.-I., Amemori, S., Tierney, P. L., Gibson, D. J., … Graybiel, A. M. (2017). Proceedings of the National Academy of Sciences of the United States of America, 114(50), 13260–13265.
Attention modulates trans-saccadic integration. Stewart, E. E. M., & Schütz, A. C. (2018). Vision Research, 142, 1–10.
History-Dependent Odor Processing in the Mouse Olfactory Bulb. Vinograd, A., Livneh, Y., & Mizrahi, A. (2017). Journal of Neuroscience, 37(49), 12018–12030.
Consistency of Spatial Representations in Rat Entorhinal Cortex Predicts Performance in a Reorientation Task. Weiss, S., Talhami, G., Gofman-Regev, X., Rapoport, S., Eilam, D., & Derdikman, D. (2017). Current Biology, 27(23), 3658–3665.e4.
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smartwebhostingblog · 5 years
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Alphabet: 3 Reasons Why You Should Still Buy The Stock
New Post has been published on http://rentts.org/alphabet-3-reasons-why-you-should-still-buy-the-stock/
Alphabet: 3 Reasons Why You Should Still Buy The Stock
We are currently in the process of moving into a larger office space and finding furniture that will give the new office the look and feel we are going for. Naturally, I searched for different design options by googling office furniture using my Chrome Browser. Now, I can’t get rid of all of the office furniture ads that pop up regardless of what website I am visiting. That’s Google at work.
The fact that I now use the word Google as a noun, and that I personally rely on it like I rely on my eyes to see, is a testament to how embedded in our lives Google and googling has become. (I’m not even getting a spelling correction suggestion on the word ‘googling’)
We know the company changed its name to Alphabet (GOOG) (NASDAQ:GOOGL) a few years ago, but Google still makes up the majority of its revenues and profits, despite its alphabet soup of different products and services. Most of the ‘Other Bets’ are long shot investments with lots of idealistic upside potential but most of which will fail or fail to make much of an impact to the overall business. Luckily for Google, they have $100 billion in cash that allows them a few more than three strikeouts per inning as they swing for the fences. Investors that got in early have profited handsomely from its dominance of the search and ad business, but is it too late for anyone that missed the boat the first time?
If you haven’t invested in Alphabet yet and think it might be too late, think again. Here are several reasons why we think the company is still a Buy.
Cash
The company has $100 billion in cash and that can go a long way to finding the ‘next big thing’. It is focusing its efforts on the following:
Research and Development spending alone is more than the market cap of the largest mid-cap company. Last year, the company spent $21 billion in R&D, primarily to capitalize on new trends like virtual reality, artificial intelligence, augmented reality, machine learning, 5G and quantum computing. With $100 billion in cash currently on the balance sheet, it could afford to invest aggressively even if many of the investments fall short of expectations. One home run puts the company on track for another long run.
Hardware – The company is increasing its presence in hardware to manufacture its devices end-to-end, in response to preempt the threat of rising costs from 3rd party hardware manufacturers and ensure a seamless integration between its hardware and software. The Pixel, which is built on a lean, strong, non-bloated, version of Android, is a good machine and could lead to more direct competition with Samsung (OTC:SSNLF), potentially creating an Apple (NASDAQ:AAPL)-like opportunity for Alphabet. Do not discount the possibility that Alphabet gets heavier into hardware and potentially spins out such a company.
Cloud – Google’s huge presence in the cloud industry lets it to tap into the growing markets within the cloud space. The cloud computing market is estimated to be worth $623.3 billion by 2023 and the cloud storage market to be worth $88.91 billion by 2022. It has the opportunity to expand the Google Cloud business in the enterprise market over the next 3 to 5 years. There is an opportunity to capture market share and the market will likely continue to grow to accommodate IoT, edge computing and the “smart everything” world.
Growth
Asia Pacific – According to analyst estimates, the Indian and Southeast Asian e-commerce market is expected to reach $150 billion by 2022 and $240 billion by 2025, respectively. And growth in Indian digital commerce is a huge opportunity for payment processing and the industry is expected to reach $1+ trillion by 2025. Google launched mobile payments platform Tez in India in September 2017. The payments industry is also expected to reach $200 billion in Southeast Asia. With Google having established a presence in these nascent markets, it is well positioned to take advantage of a significant revenue opportunity.
Shared Mobility – Shared mobility market is estimated to be worth $619.51 billion by 2025 with a CAGR of 25.1% (of which Autonomous driving is estimated to be reach $556.67 billion by 2026 with a CAGR of 39.47%). Alphabet is considered to be the market leader with its offerings for autonomous driving and can establish itself as a major player in this space.
Online Search
Online Search and Advertising – Last but not least, Alphabet is still the leader in online advertising, deriving 87% of its revenue from online advertising. This revenue has been growing at a strong double-digit pace, which is driving double-digit earnings growth and is expected to continue to do so for at least five more years. The word Google is now commonly used as a verb when people have a question about something or are debating the facts about a topic. “Let me google it” is the de facto solution – the judge, the correct answer. The company’s 92.2% market share for internet search, including video content through YouTube, mobile OS, and internet search engines, is almost insulting to competitors considering how hard they are trying to steal market share. It has also launched Shopping Actions in an attempt to regain some of its control over product searches that have migrated to platforms like Amazon (NASDAQ:AMZN). Shopping Actions is a tool that integrates the retail experience across Google’s platforms (including mobile, desktop, and voice-powered devices). Early tests suggest that the project is increasing online shopping cart sizes by as much as 30%.
Google search technology is also contracted out to major online services and communications companies, giving it a massive moat that no competitor is close to challenging short term.
YouTube is a popular video viewing site with one billion hours viewed daily. That equates to 115,000 years of videos viewed daily. That large amount of viewership attracts advertisers to the site. And YouTube has entered the pay space which is directed at “cord cutters” and is now generating subscription revenue.
And let’s not forget the company’s database of information on all of us. It is overwhelming and would cost tens or hundreds of billions to replicate and could take years if not decades.
Return on Equity
But wait, there’s more. Many readers are familiar with Warren Buffett and his focus on Return of Equity. After all, if you’re buying the stock, you’re interested in the return you’re getting for investing in the equity of that company, right?
What strikes me as remarkable about the ROE for Alphabet is both it’s sustained level in the mid-teens and the remarkable consistency it has maintained over the last 5-6 years – especially for a mature Technology company. The analysis below indicates that ROE has fluctuated between 13% and 17% over the last 7 years with a only a brief dip into the high single digits in 2017.
The consistency has been pervasive throughout its business, and using the DuPont analysis, we see that all three drivers of ROE have been steady as well. Only profit margin decreased in 2017, which is why the ROE dropped to just over 8%. But other than that, financial leverage has remained in a tight range between 1.2 and 1.31. Asset Turnover has ranged from 0.49 to 0.59. And profit margins are consistently in the low 20s – except for 2017.
Valuation
After a 16% annualized return over the last 5 years, you might think the stock is due for a pause. But EPS is expected to grow by 6% in 2019 and then 17% in 2020. At a normalized PE ratio of 29, the stock would be trading at a price of over $1,325, a 13% gain at the time of this writing. If EPS growth of 17% in 2020 comes to fruition, the price is likely to break through $1,500 – and that is a conservative estimate based on no new home runs playing out in the short term.
According to 43 analysts providing price targets, Google is trading below even the most conservative target of $1,250 and well below the high estimate of $1,435. We rate the stock a strong buy.
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tooneychaos · 4 months
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T E E T H S
AU Dashie showing off some canines/fangs :D
plus 2 alternate versions
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Alphabet: 3 Reasons Why You Should Still Buy The Stock
New Post has been published on http://rentts.org/alphabet-3-reasons-why-you-should-still-buy-the-stock/
Alphabet: 3 Reasons Why You Should Still Buy The Stock
We are currently in the process of moving into a larger office space and finding furniture that will give the new office the look and feel we are going for. Naturally, I searched for different design options by googling office furniture using my Chrome Browser. Now, I can’t get rid of all of the office furniture ads that pop up regardless of what website I am visiting. That’s Google at work.
The fact that I now use the word Google as a noun, and that I personally rely on it like I rely on my eyes to see, is a testament to how embedded in our lives Google and googling has become. (I’m not even getting a spelling correction suggestion on the word ‘googling’)
We know the company changed its name to Alphabet (GOOG) (NASDAQ:GOOGL) a few years ago, but Google still makes up the majority of its revenues and profits, despite its alphabet soup of different products and services. Most of the ‘Other Bets’ are long shot investments with lots of idealistic upside potential but most of which will fail or fail to make much of an impact to the overall business. Luckily for Google, they have $100 billion in cash that allows them a few more than three strikeouts per inning as they swing for the fences. Investors that got in early have profited handsomely from its dominance of the search and ad business, but is it too late for anyone that missed the boat the first time?
If you haven’t invested in Alphabet yet and think it might be too late, think again. Here are several reasons why we think the company is still a Buy.
Cash
The company has $100 billion in cash and that can go a long way to finding the ‘next big thing’. It is focusing its efforts on the following:
Research and Development spending alone is more than the market cap of the largest mid-cap company. Last year, the company spent $21 billion in R&D, primarily to capitalize on new trends like virtual reality, artificial intelligence, augmented reality, machine learning, 5G and quantum computing. With $100 billion in cash currently on the balance sheet, it could afford to invest aggressively even if many of the investments fall short of expectations. One home run puts the company on track for another long run.
Hardware – The company is increasing its presence in hardware to manufacture its devices end-to-end, in response to preempt the threat of rising costs from 3rd party hardware manufacturers and ensure a seamless integration between its hardware and software. The Pixel, which is built on a lean, strong, non-bloated, version of Android, is a good machine and could lead to more direct competition with Samsung (OTC:SSNLF), potentially creating an Apple (NASDAQ:AAPL)-like opportunity for Alphabet. Do not discount the possibility that Alphabet gets heavier into hardware and potentially spins out such a company.
Cloud – Google’s huge presence in the cloud industry lets it to tap into the growing markets within the cloud space. The cloud computing market is estimated to be worth $623.3 billion by 2023 and the cloud storage market to be worth $88.91 billion by 2022. It has the opportunity to expand the Google Cloud business in the enterprise market over the next 3 to 5 years. There is an opportunity to capture market share and the market will likely continue to grow to accommodate IoT, edge computing and the “smart everything” world.
Growth
Asia Pacific – According to analyst estimates, the Indian and Southeast Asian e-commerce market is expected to reach $150 billion by 2022 and $240 billion by 2025, respectively. And growth in Indian digital commerce is a huge opportunity for payment processing and the industry is expected to reach $1+ trillion by 2025. Google launched mobile payments platform Tez in India in September 2017. The payments industry is also expected to reach $200 billion in Southeast Asia. With Google having established a presence in these nascent markets, it is well positioned to take advantage of a significant revenue opportunity.
Shared Mobility – Shared mobility market is estimated to be worth $619.51 billion by 2025 with a CAGR of 25.1% (of which Autonomous driving is estimated to be reach $556.67 billion by 2026 with a CAGR of 39.47%). Alphabet is considered to be the market leader with its offerings for autonomous driving and can establish itself as a major player in this space.
Online Search
Online Search and Advertising – Last but not least, Alphabet is still the leader in online advertising, deriving 87% of its revenue from online advertising. This revenue has been growing at a strong double-digit pace, which is driving double-digit earnings growth and is expected to continue to do so for at least five more years. The word Google is now commonly used as a verb when people have a question about something or are debating the facts about a topic. “Let me google it” is the de facto solution – the judge, the correct answer. The company’s 92.2% market share for internet search, including video content through YouTube, mobile OS, and internet search engines, is almost insulting to competitors considering how hard they are trying to steal market share. It has also launched Shopping Actions in an attempt to regain some of its control over product searches that have migrated to platforms like Amazon (NASDAQ:AMZN). Shopping Actions is a tool that integrates the retail experience across Google’s platforms (including mobile, desktop, and voice-powered devices). Early tests suggest that the project is increasing online shopping cart sizes by as much as 30%.
Google search technology is also contracted out to major online services and communications companies, giving it a massive moat that no competitor is close to challenging short term.
YouTube is a popular video viewing site with one billion hours viewed daily. That equates to 115,000 years of videos viewed daily. That large amount of viewership attracts advertisers to the site. And YouTube has entered the pay space which is directed at “cord cutters” and is now generating subscription revenue.
And let’s not forget the company’s database of information on all of us. It is overwhelming and would cost tens or hundreds of billions to replicate and could take years if not decades.
Return on Equity
But wait, there’s more. Many readers are familiar with Warren Buffett and his focus on Return of Equity. After all, if you’re buying the stock, you’re interested in the return you’re getting for investing in the equity of that company, right?
What strikes me as remarkable about the ROE for Alphabet is both it’s sustained level in the mid-teens and the remarkable consistency it has maintained over the last 5-6 years – especially for a mature Technology company. The analysis below indicates that ROE has fluctuated between 13% and 17% over the last 7 years with a only a brief dip into the high single digits in 2017.
The consistency has been pervasive throughout its business, and using the DuPont analysis, we see that all three drivers of ROE have been steady as well. Only profit margin decreased in 2017, which is why the ROE dropped to just over 8%. But other than that, financial leverage has remained in a tight range between 1.2 and 1.31. Asset Turnover has ranged from 0.49 to 0.59. And profit margins are consistently in the low 20s – except for 2017.
Valuation
After a 16% annualized return over the last 5 years, you might think the stock is due for a pause. But EPS is expected to grow by 6% in 2019 and then 17% in 2020. At a normalized PE ratio of 29, the stock would be trading at a price of over $1,325, a 13% gain at the time of this writing. If EPS growth of 17% in 2020 comes to fruition, the price is likely to break through $1,500 – and that is a conservative estimate based on no new home runs playing out in the short term.
According to 43 analysts providing price targets, Google is trading below even the most conservative target of $1,250 and well below the high estimate of $1,435. We rate the stock a strong buy.
If you enjoyed this article, please click on the “Follow” link at the top of the article.
ROI provides REIT ideas, high return opportunistic investments, and income generating ideas in dividend growth stocks, MLPs, BDCs, baby bonds, ETFs and Closed-end funds.
Detailed articles on some of our best ideas mentioned in this article can be found HERE, and they are updated regularly.
We also provide a number of Excel Spreadsheets such as the ROI Portfolio Dashboard and the Market Dashboard, which provides a daily view of stocks, bonds, commodities, and currencies.
More tools to come.
Try it two-weeks for FREE
Start a free trial now.
Disclosure: I am/we are long GOOG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: This article is meant to identify an idea for further research and analysis and should not be taken as a recommendation to invest. It does not provide individualized advice or recommendations for any specific reader. Also note that we may not cover all relevant risks related to the ideas presented in this article. Readers should conduct their own due diligence and carefully consider their own investment objectives, risk tolerance, time horizon, tax situation, liquidity needs, and concentration levels, or contact their advisor to determine if any ideas presented here are appropriate for their unique circumstances.
0 notes
lazilysillyprince · 5 years
Text
Alphabet: 3 Reasons Why You Should Still Buy The Stock
New Post has been published on http://rentts.org/alphabet-3-reasons-why-you-should-still-buy-the-stock/
Alphabet: 3 Reasons Why You Should Still Buy The Stock
We are currently in the process of moving into a larger office space and finding furniture that will give the new office the look and feel we are going for. Naturally, I searched for different design options by googling office furniture using my Chrome Browser. Now, I can’t get rid of all of the office furniture ads that pop up regardless of what website I am visiting. That’s Google at work.
The fact that I now use the word Google as a noun, and that I personally rely on it like I rely on my eyes to see, is a testament to how embedded in our lives Google and googling has become. (I’m not even getting a spelling correction suggestion on the word ‘googling’)
We know the company changed its name to Alphabet (GOOG) (NASDAQ:GOOGL) a few years ago, but Google still makes up the majority of its revenues and profits, despite its alphabet soup of different products and services. Most of the ‘Other Bets’ are long shot investments with lots of idealistic upside potential but most of which will fail or fail to make much of an impact to the overall business. Luckily for Google, they have $100 billion in cash that allows them a few more than three strikeouts per inning as they swing for the fences. Investors that got in early have profited handsomely from its dominance of the search and ad business, but is it too late for anyone that missed the boat the first time?
If you haven’t invested in Alphabet yet and think it might be too late, think again. Here are several reasons why we think the company is still a Buy.
Cash
The company has $100 billion in cash and that can go a long way to finding the ‘next big thing’. It is focusing its efforts on the following:
Research and Development spending alone is more than the market cap of the largest mid-cap company. Last year, the company spent $21 billion in R&D, primarily to capitalize on new trends like virtual reality, artificial intelligence, augmented reality, machine learning, 5G and quantum computing. With $100 billion in cash currently on the balance sheet, it could afford to invest aggressively even if many of the investments fall short of expectations. One home run puts the company on track for another long run.
Hardware – The company is increasing its presence in hardware to manufacture its devices end-to-end, in response to preempt the threat of rising costs from 3rd party hardware manufacturers and ensure a seamless integration between its hardware and software. The Pixel, which is built on a lean, strong, non-bloated, version of Android, is a good machine and could lead to more direct competition with Samsung (OTC:SSNLF), potentially creating an Apple (NASDAQ:AAPL)-like opportunity for Alphabet. Do not discount the possibility that Alphabet gets heavier into hardware and potentially spins out such a company.
Cloud – Google’s huge presence in the cloud industry lets it to tap into the growing markets within the cloud space. The cloud computing market is estimated to be worth $623.3 billion by 2023 and the cloud storage market to be worth $88.91 billion by 2022. It has the opportunity to expand the Google Cloud business in the enterprise market over the next 3 to 5 years. There is an opportunity to capture market share and the market will likely continue to grow to accommodate IoT, edge computing and the “smart everything” world.
Growth
Asia Pacific – According to analyst estimates, the Indian and Southeast Asian e-commerce market is expected to reach $150 billion by 2022 and $240 billion by 2025, respectively. And growth in Indian digital commerce is a huge opportunity for payment processing and the industry is expected to reach $1+ trillion by 2025. Google launched mobile payments platform Tez in India in September 2017. The payments industry is also expected to reach $200 billion in Southeast Asia. With Google having established a presence in these nascent markets, it is well positioned to take advantage of a significant revenue opportunity.
Shared Mobility – Shared mobility market is estimated to be worth $619.51 billion by 2025 with a CAGR of 25.1% (of which Autonomous driving is estimated to be reach $556.67 billion by 2026 with a CAGR of 39.47%). Alphabet is considered to be the market leader with its offerings for autonomous driving and can establish itself as a major player in this space.
Online Search
Online Search and Advertising – Last but not least, Alphabet is still the leader in online advertising, deriving 87% of its revenue from online advertising. This revenue has been growing at a strong double-digit pace, which is driving double-digit earnings growth and is expected to continue to do so for at least five more years. The word Google is now commonly used as a verb when people have a question about something or are debating the facts about a topic. “Let me google it” is the de facto solution – the judge, the correct answer. The company’s 92.2% market share for internet search, including video content through YouTube, mobile OS, and internet search engines, is almost insulting to competitors considering how hard they are trying to steal market share. It has also launched Shopping Actions in an attempt to regain some of its control over product searches that have migrated to platforms like Amazon (NASDAQ:AMZN). Shopping Actions is a tool that integrates the retail experience across Google’s platforms (including mobile, desktop, and voice-powered devices). Early tests suggest that the project is increasing online shopping cart sizes by as much as 30%.
Google search technology is also contracted out to major online services and communications companies, giving it a massive moat that no competitor is close to challenging short term.
YouTube is a popular video viewing site with one billion hours viewed daily. That equates to 115,000 years of videos viewed daily. That large amount of viewership attracts advertisers to the site. And YouTube has entered the pay space which is directed at “cord cutters” and is now generating subscription revenue.
And let’s not forget the company’s database of information on all of us. It is overwhelming and would cost tens or hundreds of billions to replicate and could take years if not decades.
Return on Equity
But wait, there’s more. Many readers are familiar with Warren Buffett and his focus on Return of Equity. After all, if you’re buying the stock, you’re interested in the return you’re getting for investing in the equity of that company, right?
What strikes me as remarkable about the ROE for Alphabet is both it’s sustained level in the mid-teens and the remarkable consistency it has maintained over the last 5-6 years – especially for a mature Technology company. The analysis below indicates that ROE has fluctuated between 13% and 17% over the last 7 years with a only a brief dip into the high single digits in 2017.
The consistency has been pervasive throughout its business, and using the DuPont analysis, we see that all three drivers of ROE have been steady as well. Only profit margin decreased in 2017, which is why the ROE dropped to just over 8%. But other than that, financial leverage has remained in a tight range between 1.2 and 1.31. Asset Turnover has ranged from 0.49 to 0.59. And profit margins are consistently in the low 20s – except for 2017.
Valuation
After a 16% annualized return over the last 5 years, you might think the stock is due for a pause. But EPS is expected to grow by 6% in 2019 and then 17% in 2020. At a normalized PE ratio of 29, the stock would be trading at a price of over $1,325, a 13% gain at the time of this writing. If EPS growth of 17% in 2020 comes to fruition, the price is likely to break through $1,500 – and that is a conservative estimate based on no new home runs playing out in the short term.
According to 43 analysts providing price targets, Google is trading below even the most conservative target of $1,250 and well below the high estimate of $1,435. We rate the stock a strong buy.
If you enjoyed this article, please click on the “Follow” link at the top of the article.
ROI provides REIT ideas, high return opportunistic investments, and income generating ideas in dividend growth stocks, MLPs, BDCs, baby bonds, ETFs and Closed-end funds.
Detailed articles on some of our best ideas mentioned in this article can be found HERE, and they are updated regularly.
We also provide a number of Excel Spreadsheets such as the ROI Portfolio Dashboard and the Market Dashboard, which provides a daily view of stocks, bonds, commodities, and currencies.
More tools to come.
Try it two-weeks for FREE
Start a free trial now.
Disclosure: I am/we are long GOOG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: This article is meant to identify an idea for further research and analysis and should not be taken as a recommendation to invest. It does not provide individualized advice or recommendations for any specific reader. Also note that we may not cover all relevant risks related to the ideas presented in this article. Readers should conduct their own due diligence and carefully consider their own investment objectives, risk tolerance, time horizon, tax situation, liquidity needs, and concentration levels, or contact their advisor to determine if any ideas presented here are appropriate for their unique circumstances.
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ask-de-writer · 1 year
Text
I would like to thank Delightfully
EAGER BINGE READER
Tumblr media
@furislupus​ for READING and LIKING
My whole MASTER STORY INDEX SECTION,
and read into the MLP Fan Fiction section
THE PRICE OF AMBER : Parts 13 to 23 of 23
ROE'S WISH
ON THE BORDER - Iron’s Hearthwarming
DEER FRIEND
THE HERO'S CURSE
A Tail of Two Ponies!
INCIDENT IN A DRAGON'S CAVE
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hostingnewsfeed · 5 years
Text
Alphabet: 3 Reasons Why You Should Still Buy The Stock
New Post has been published on http://resellerwebhostingproviders.com/alphabet-3-reasons-why-you-should-still-buy-the-stock/
Alphabet: 3 Reasons Why You Should Still Buy The Stock
We are currently in the process of moving into a larger office space and finding furniture that will give the new office the look and feel we are going for. Naturally, I searched for different design options by googling office furniture using my Chrome Browser. Now, I can’t get rid of all of the office furniture ads that pop up regardless of what website I am visiting. That’s Google at work.
The fact that I now use the word Google as a noun, and that I personally rely on it like I rely on my eyes to see, is a testament to how embedded in our lives Google and googling has become. (I’m not even getting a spelling correction suggestion on the word ‘googling’)
We know the company changed its name to Alphabet (GOOG) (NASDAQ:GOOGL) a few years ago, but Google still makes up the majority of its revenues and profits, despite its alphabet soup of different products and services. Most of the ‘Other Bets’ are long shot investments with lots of idealistic upside potential but most of which will fail or fail to make much of an impact to the overall business. Luckily for Google, they have $100 billion in cash that allows them a few more than three strikeouts per inning as they swing for the fences. Investors that got in early have profited handsomely from its dominance of the search and ad business, but is it too late for anyone that missed the boat the first time?
If you haven’t invested in Alphabet yet and think it might be too late, think again. Here are several reasons why we think the company is still a Buy.
Cash
The company has $100 billion in cash and that can go a long way to finding the ‘next big thing’. It is focusing its efforts on the following:
Research and Development spending alone is more than the market cap of the largest mid-cap company. Last year, the company spent $21 billion in R&D, primarily to capitalize on new trends like virtual reality, artificial intelligence, augmented reality, machine learning, 5G and quantum computing. With $100 billion in cash currently on the balance sheet, it could afford to invest aggressively even if many of the investments fall short of expectations. One home run puts the company on track for another long run.
Hardware – The company is increasing its presence in hardware to manufacture its devices end-to-end, in response to preempt the threat of rising costs from 3rd party hardware manufacturers and ensure a seamless integration between its hardware and software. The Pixel, which is built on a lean, strong, non-bloated, version of Android, is a good machine and could lead to more direct competition with Samsung (OTC:SSNLF), potentially creating an Apple (NASDAQ:AAPL)-like opportunity for Alphabet. Do not discount the possibility that Alphabet gets heavier into hardware and potentially spins out such a company.
Cloud – Google’s huge presence in the cloud industry lets it to tap into the growing markets within the cloud space. The cloud computing market is estimated to be worth $623.3 billion by 2023 and the cloud storage market to be worth $88.91 billion by 2022. It has the opportunity to expand the Google Cloud business in the enterprise market over the next 3 to 5 years. There is an opportunity to capture market share and the market will likely continue to grow to accommodate IoT, edge computing and the “smart everything” world.
Growth
Asia Pacific – According to analyst estimates, the Indian and Southeast Asian e-commerce market is expected to reach $150 billion by 2022 and $240 billion by 2025, respectively. And growth in Indian digital commerce is a huge opportunity for payment processing and the industry is expected to reach $1+ trillion by 2025. Google launched mobile payments platform Tez in India in September 2017. The payments industry is also expected to reach $200 billion in Southeast Asia. With Google having established a presence in these nascent markets, it is well positioned to take advantage of a significant revenue opportunity.
Shared Mobility – Shared mobility market is estimated to be worth $619.51 billion by 2025 with a CAGR of 25.1% (of which Autonomous driving is estimated to be reach $556.67 billion by 2026 with a CAGR of 39.47%). Alphabet is considered to be the market leader with its offerings for autonomous driving and can establish itself as a major player in this space.
Online Search
Online Search and Advertising – Last but not least, Alphabet is still the leader in online advertising, deriving 87% of its revenue from online advertising. This revenue has been growing at a strong double-digit pace, which is driving double-digit earnings growth and is expected to continue to do so for at least five more years. The word Google is now commonly used as a verb when people have a question about something or are debating the facts about a topic. “Let me google it” is the de facto solution – the judge, the correct answer. The company’s 92.2% market share for internet search, including video content through YouTube, mobile OS, and internet search engines, is almost insulting to competitors considering how hard they are trying to steal market share. It has also launched Shopping Actions in an attempt to regain some of its control over product searches that have migrated to platforms like Amazon (NASDAQ:AMZN). Shopping Actions is a tool that integrates the retail experience across Google’s platforms (including mobile, desktop, and voice-powered devices). Early tests suggest that the project is increasing online shopping cart sizes by as much as 30%.
Google search technology is also contracted out to major online services and communications companies, giving it a massive moat that no competitor is close to challenging short term.
YouTube is a popular video viewing site with one billion hours viewed daily. That equates to 115,000 years of videos viewed daily. That large amount of viewership attracts advertisers to the site. And YouTube has entered the pay space which is directed at “cord cutters” and is now generating subscription revenue.
And let’s not forget the company’s database of information on all of us. It is overwhelming and would cost tens or hundreds of billions to replicate and could take years if not decades.
Return on Equity
But wait, there’s more. Many readers are familiar with Warren Buffett and his focus on Return of Equity. After all, if you’re buying the stock, you’re interested in the return you’re getting for investing in the equity of that company, right?
What strikes me as remarkable about the ROE for Alphabet is both it’s sustained level in the mid-teens and the remarkable consistency it has maintained over the last 5-6 years – especially for a mature Technology company. The analysis below indicates that ROE has fluctuated between 13% and 17% over the last 7 years with a only a brief dip into the high single digits in 2017.
The consistency has been pervasive throughout its business, and using the DuPont analysis, we see that all three drivers of ROE have been steady as well. Only profit margin decreased in 2017, which is why the ROE dropped to just over 8%. But other than that, financial leverage has remained in a tight range between 1.2 and 1.31. Asset Turnover has ranged from 0.49 to 0.59. And profit margins are consistently in the low 20s – except for 2017.
Valuation
After a 16% annualized return over the last 5 years, you might think the stock is due for a pause. But EPS is expected to grow by 6% in 2019 and then 17% in 2020. At a normalized PE ratio of 29, the stock would be trading at a price of over $1,325, a 13% gain at the time of this writing. If EPS growth of 17% in 2020 comes to fruition, the price is likely to break through $1,500 – and that is a conservative estimate based on no new home runs playing out in the short term.
According to 43 analysts providing price targets, Google is trading below even the most conservative target of $1,250 and well below the high estimate of $1,435. We rate the stock a strong buy.
If you enjoyed this article, please click on the “Follow” link at the top of the article.
ROI provides REIT ideas, high return opportunistic investments, and income generating ideas in dividend growth stocks, MLPs, BDCs, baby bonds, ETFs and Closed-end funds.
Detailed articles on some of our best ideas mentioned in this article can be found HERE, and they are updated regularly.
We also provide a number of Excel Spreadsheets such as the ROI Portfolio Dashboard and the Market Dashboard, which provides a daily view of stocks, bonds, commodities, and currencies.
More tools to come.
Try it two-weeks for FREE
Start a free trial now.
Disclosure: I am/we are long GOOG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: This article is meant to identify an idea for further research and analysis and should not be taken as a recommendation to invest. It does not provide individualized advice or recommendations for any specific reader. Also note that we may not cover all relevant risks related to the ideas presented in this article. Readers should conduct their own due diligence and carefully consider their own investment objectives, risk tolerance, time horizon, tax situation, liquidity needs, and concentration levels, or contact their advisor to determine if any ideas presented here are appropriate for their unique circumstances.
0 notes
infracapmlpetf-blog · 6 years
Text
Types of Partners in MLP Investing
MLP investing is one of the most popular investment platforms in today’s scenario. The way people enquire about PFFR similarly they are equally interested to know about MLP investing also. The investors believe that possessing an MLP Fund can be of a great advantage. Here we are to discuss the Types of Partners in MLP Investing. The working of Master Limited Partnership is basically built of these partners that we are going to list below.
MLP Investing
Ideally not many of us are aware about the fact that there are two diverse types of partners when we talk about Master Limited Partnership. These are general partners and the limited partners. The former ones that is the General partners are responsible to oversee the daily operations that are related and concerned with the Master Limited Partnership. On the other hand, the roe of the limited partners is to simply provide capital to the Master Limited Partnership. It is the limited partners who get the advantage to collect distributions from the cash flow of Master Limited Partnership. However, the limited partners in no case get involved in the operations of Master Limited Partnership.
Roles they play
On the one hand the units of the limited partner are publicly traded, those of general partner are on the other hand not usually traded. While the General partners ideally own the small general partnership stake of the Master Limited Partnership, they can also go in for owning the limited partner units so as to increase their ownership percentage.
All in all, these are the Types of Partners in MLP Investing. Having got a clarity about the partners, their types and the role that they have to play makes it easier to harness keeping the funds to your advantage. There are a lot of hidden advantages that this sort of an investment has in store to offer to you. All that in required in the end of the investors is to thoroughly understand the same and try to make an investment that will help you earn a lot.
Source : https://infracapmlpetf.livejournal.com/346.html
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roe-re-oodles · 4 years
Photo
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“She wears her past like a badge...”
yes i draw and like my little ponies bc i was raised as a girl and i miss for the days where i could just watch pink ponies on tv while eating a sticky grilled cheese sandwich my grandma made for me without worrying about the end of the world dont fucking @ me
idk what this was inspired by? im not entirely ok with how they “redeemed” starlight glimmer but her character design is appealing. it does seem like they constantly have her remind everyone that “oh yeah she was a dictator but shes ok now” and twilight never doubts her like she doubts discord but whatever i was feeling edgy and wanted to try out an experimental piece while practicing my pretty pink ponies
-please dont repost my art! likes and reblogs are appreciated!-
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