My new friend… the smiling space museum 😊
Not as white as what you see online 😜
It is expected that it will be full of people this weekend 😅😅😅 so you better go there on the weekday 👍🏻👍🏻
@friendswithyou @hkspacem
When? 23 September to 14 October 2021
Where? Hong Kong Space Museum�and the Art Park in West Kowloon Cultural District
#explorehongkong_TsimShaTsui
#explorehongkong_museum
#hk #hongkong #🇭🇰 #香港 #hktravel #hktraveller #hktravelbloggers #hongkongtravel #hktrip #香港旅遊 #香港旅行 #explorehongkong #discoverhongkong #hkstyle #travelgram #香港好去處 #travelasia #museum
同時也有136部Youtube影片,追蹤數超過2,210的網紅DJ Macky Suson,也在其Youtube影片中提到,I stumbled upon this fancy restaurant, Dos Mestizos which you can locate at the Main road, Station 1. Across Seawind Resort. I was fascinated with ho...
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not as expected 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
not as expected 在 hangryjoobert Facebook 的最佳解答
𝙄𝙠𝙪𝙧𝙖 & 𝘼𝙗𝙖𝙡𝙤𝙣𝙚 + 𝙆𝙪𝙧𝙤𝙜𝙚 𝙒𝙖𝙜𝙮𝙪 box from 𝗦𝗵𝗼 𝗞𝗮𝗽𝗽𝗼
🦪🍱𝙃𝙤𝙠𝙠𝙖𝙞𝙙𝙤 𝙄𝙠𝙪𝙧𝙖 & 𝘼𝙗𝙖𝙡𝙤𝙣𝙚 and 🍄🥩𝙄𝙬𝙖𝙩𝙚 𝙆𝙪𝙧𝙤𝙜𝙚 𝙒𝙖𝙜𝙮𝙪 & 𝘽𝙖𝙛𝙪𝙣 𝙐𝙣𝙞 𝙬𝙞𝙩𝙝 𝙏𝙧𝙪𝙛𝙛𝙡𝙚 from Sho Kappo by Hajime for a little celebration at home several days ago.
First of all, the quality of the toppings were nice and fresh. However, the rice underneath was a bit too dense than how I normally like, while the flavor is quite on the mild and subtle side, if you like sushi with bold flavors, some soy sauce might be needed. (note that the delivery to us took almost 1.5 hrs, so maybe the quality was deteriorated with the transit time.)
Overall, an okay from us, not as impressive as we expected, and might be best if consumed immediately
เราสั่ง 🦪🍱𝙃𝙤𝙠𝙠𝙖𝙞𝙙𝙤 𝙄𝙠𝙪𝙧𝙖 & 𝘼𝙗𝙖𝙡𝙤𝙣𝙚 และ 🍄🥩𝙄𝙬𝙖𝙩𝙚 𝙆𝙪𝙧𝙤𝙜𝙚 𝙒𝙖𝙜𝙮𝙪 & 𝘽𝙖𝙛𝙪𝙣 𝙐𝙣𝙞 𝙬𝙞𝙩𝙝 𝙏𝙧𝙪𝙛𝙛𝙡𝙚 จากร้าน 𝗦𝗵𝗼 𝗞𝗮𝗽𝗽𝗼 มาฉลองเล็กๆน้อยๆที่บ้านกันวันก่อน
ก่อนอื่นเลยคุณภาพของท๊อปปิ้งทั้งหลายนี่ถือว่าดีและสดใช้ได้เลย แต่ตัวข้าวด้านล่างคือแน่นมาก แน่นกว่าที่เราชอบไปเยอะอยู่ ส่วนตัวเลยขอหักคะแนนตรงนี้หน่อย ทางด้านรสชาติจะมาแบบอ่อนๆเบาๆ ใครชอบซูชิรสจัดหน่อยอาจต้องแตะโชยุเพิ่ม (เสียดายที่การจัดส่งจากทางร้านล่าช้า ใช้เวลารวมเกือบชม.ครึ่ง กว่าจะมาถึง คุณภาพเลยอาจจะโดนระยะเวลาทำร้ายอยู่พอสมควร)
อย่างไรก็ตาม โดยรวมแล้วก็โอเคแหละ อาจจะไม่ได้ประทับใจเรามากมายอย่างที่คาดหวังไว้ แต่ถ้าได้ทานทันทีหลังจากทำเสร็จคงดีกว่านี้มากอยู่
Food: ❤️❤️❤️1/2
Price:
🦪🍱𝙃𝙤𝙠𝙠𝙖𝙞𝙙𝙤 𝙄𝙠𝙪𝙧𝙖 & 𝘼𝙗𝙖𝙡𝙤𝙣𝙚 1,690 THB
🍄🥩𝙄𝙬𝙖𝙩𝙚 𝙆𝙪𝙧𝙤𝙜𝙚 𝙒𝙖𝙜𝙮𝙪 & 𝘽𝙖𝙛𝙪𝙣 𝙐𝙣𝙞 𝙬𝙞𝙩𝙝 𝙏𝙧𝙪𝙛𝙛𝙡𝙚 1,590 THB
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#shokappobyhajime #omakase #omakasebangkok #omakasesushi #omakasebox #bangkokomakase #omakasebkk #awabi #ikura #kappo #finediningbangkok #ซูชิ #โอมากาเสะ #donburi #aroii #chirashi #chirashidon #sushiporn #eatgoodfood #eatgoodfoodonly #อร่อย
not as expected 在 DJ Macky Suson Youtube 的最佳貼文
I stumbled upon this fancy restaurant, Dos Mestizos which you can locate at the Main road, Station 1. Across Seawind Resort.
I was fascinated with how they seem to always get people to dine in and have drinks. On May 12, 2021, I visited the place and dined in and it was not a pleasant experience as I expected.
I am DJ Macky Suson, and I have been here in Boracay for two weeks. After living in Singapore for 10 years and suffered from mental health disorders, I chose Boracay as my place to recover. I have decided to review the places I go to, to help this beloved island improve on things it offers- food, a place to stay, drinks, activities, price and most importantly, the service.
I was greeted by the owner, if I am not mistaken with warm welcome which I expected as I always see him at the place talking to people. Dos Mestizo’s signature ‘Mestizo’ is traditional Spanish dishes elevated by complementing Filipino flavors and other carefully selected ingredients imported from Europe. The menu was not that comprehensive and all I could see was Paella. And so I thought, that’s probably what they are pushing and that’s their best selling food. I ordered a glass fresh pineapple juice, PAELLA VALENCIANA, small. The price was roughly 30 Singapore Dollars and I was expecting for it to be really good.
There was a complimentary bread that’s served and I actually loved it, specially the sauce. After finishing it, I thought, the paella could be better. It was not the case.
In Barcelona, they have a fast food for paella and most locals there said it’s bad. The truth is, my paella experience at that fast food in Barcelona was a lot way better than in Dos Meztisos.
PAELLA VALENCIANA looked great. I wish it tasted great but it was not the case. It was really dry to begin with. The rice seemed to be hit by El Niño as it was as dry as the season. The overall taste was okay. I mean for 30 Singapore Dollars, it’s unacceptable. The serving was good for 1 adult and one kid. The nightmare happened when I ate a portion of meat which tasted rotten. It seemed like it was placed in the fridge for months and they did not notice. It destroyed the entire experience. But at that time, I wanted to throw up but I could not because the owner was literally in front of me and so with other 3 guests.
This place is probably great for drinking but for food, I would not recommend for people to come here. I am happy I did not have food poisoning.
Next: I went to Ambassador in Paradise and tried their Night in Ambassador Cocktail. Was it great? Follow for the review. "Boracay Videography Service"
"Boracay Videographer"
not as expected 在 DJ Macky Suson Youtube 的最讚貼文
I stumbled upon this fancy restaurant, Dos Mestizos which you can locate at the Main road, Station 1. Across Seawind Resort.
I was fascinated with how they seem to always get people to dine in and have drinks. On May 12, 2021, I visited the place and dined in and it was not a pleasant experience as I expected.
I am DJ Macky Suson, and I have been here in Boracay for two weeks. After living in Singapore for 10 years and suffered from mental health disorders, I chose Boracay as my place to recover. I have decided to review the places I go to, to help this beloved island improve on things it offers- food, a place to stay, drinks, activities, price and most importantly, the service.
I was greeted by the owner, if I am not mistaken with warm welcome which I expected as I always see him at the place talking to people. Dos Mestizo’s signature ‘Mestizo’ is traditional Spanish dishes elevated by complementing Filipino flavors and other carefully selected ingredients imported from Europe. The menu was not that comprehensive and all I could see was Paella. And so I thought, that’s probably what they are pushing and that’s their best selling food. I ordered a glass fresh pineapple juice, PAELLA VALENCIANA, small. The price was roughly 30 Singapore Dollars and I was expecting for it to be really good.
There was a complimentary bread that’s served and I actually loved it, specially the sauce. After finishing it, I thought, the paella could be better. It was not the case.
In Barcelona, they have a fast food for paella and most locals there said it’s bad. The truth is, my paella experience at that fast food in Barcelona was a lot way better than in Dos Meztisos.
PAELLA VALENCIANA looked great. I wish it tasted great but it was not the case. It was really dry to begin with. The rice seemed to be hit by El Niño as it was as dry as the season. The overall taste was okay. I mean for 30 Singapore Dollars, it’s unacceptable. The serving was good for 1 adult and one kid. The nightmare happened when I ate a portion of meat which tasted rotten. It seemed like it was placed in the fridge for months and they did not notice. It destroyed the entire experience. But at that time, I wanted to throw up but I could not because the owner was literally in front of me and so with other 3 guests.
This place is probably great for drinking but for food, I would not recommend for people to come here. I am happy I did not have food poisoning.
Next: I went to Ambassador in Paradise and tried their Night in Ambassador Cocktail. Was it great? Follow for the review. "Boracay Videography Service"
"Boracay Videographer"
not as expected 在 DJ Macky Suson Youtube 的最佳貼文
I stumbled upon this fancy restaurant, Dos Mestizos which you can locate at the Main road, Station 1. Across Seawind Resort.
I was fascinated with how they seem to always get people to dine in and have drinks. On May 12, 2021, I visited the place and dined in and it was not a pleasant experience as I expected.
I am DJ Macky Suson, and I have been here in Boracay for two weeks. After living in Singapore for 10 years and suffered from mental health disorders, I chose Boracay as my place to recover. I have decided to review the places I go to, to help this beloved island improve on things it offers- food, a place to stay, drinks, activities, price and most importantly, the service.
I was greeted by the owner, if I am not mistaken with warm welcome which I expected as I always see him at the place talking to people. Dos Mestizo’s signature ‘Mestizo’ is traditional Spanish dishes elevated by complementing Filipino flavors and other carefully selected ingredients imported from Europe. The menu was not that comprehensive and all I could see was Paella. And so I thought, that’s probably what they are pushing and that’s their best selling food. I ordered a glass fresh pineapple juice, PAELLA VALENCIANA, small. The price was roughly 30 Singapore Dollars and I was expecting for it to be really good.
There was a complimentary bread that’s served and I actually loved it, specially the sauce. After finishing it, I thought, the paella could be better. It was not the case.
In Barcelona, they have a fast food for paella and most locals there said it’s bad. The truth is, my paella experience at that fast food in Barcelona was a lot way better than in Dos Meztisos.
PAELLA VALENCIANA looked great. I wish it tasted great but it was not the case. It was really dry to begin with. The rice seemed to be hit by El Niño as it was as dry as the season. The overall taste was okay. I mean for 30 Singapore Dollars, it’s unacceptable. The serving was good for 1 adult and one kid. The nightmare happened when I ate a portion of meat which tasted rotten. It seemed like it was placed in the fridge for months and they did not notice. It destroyed the entire experience. But at that time, I wanted to throw up but I could not because the owner was literally in front of me and so with other 3 guests.
This place is probably great for drinking but for food, I would not recommend for people to come here. I am happy I did not have food poisoning.
Next: I went to Ambassador in Paradise and tried their Night in Ambassador Cocktail. Was it great? Follow for the review.
not as expected 在 Not as expected在PTT/Dcard完整相關資訊 - 小文青生活 的推薦與評價
提供Not as expected相關PTT/Dcard文章,想要了解更多as expected文法、as expected用法、As expecting有關歷史/文化文章或書籍,歡迎來小文青生活提供您完整相關訊息. ... <看更多>
not as expected 在 Not as expected在PTT/Dcard完整相關資訊 - 小文青生活 的推薦與評價
提供Not as expected相關PTT/Dcard文章,想要了解更多as expected文法、as expected用法、As expecting有關歷史/文化文章或書籍,歡迎來小文青生活提供您完整相關訊息. ... <看更多>