🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
同時也有50部Youtube影片,追蹤數超過13萬的網紅約書亞樂團 Joshua Band,也在其Youtube影片中提到,#No23 #7月23日全面發行 #約書亞樂團 #讓巨人都倒下 實體樂譜▸https://bit.ly/3ztsmYr 電子樂譜▸https://bit.ly/3f4rGkT 讓巨人都倒下 / All Giants Will Fall Down 詞曲 Lyricist & Composer:趙治...
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one apple on my head 在 Facebook 的最佳貼文
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one apple on my head 在 Miss Tam Chiak Facebook 的最讚貼文
Beach Road Fish Head Bee Hoon nabbed a spot in the Michelin Bib Gourmand 2019 list. The owners wake up every day at 5 am to prepare the ingredients and they open for business at 9am. The Fried Fish Bee Hoon Soup with milk was mild, but just flavourful enough. The milk added a nice creaminess to the soup. The thick bee hoon was so soft and silky that it just glided down my throat. The fried fish remained crispy despite sitting in the soup for a while, it was also flaky and tender on the inside.
The Special Tom Yam Soup was sour but had a tinge of sweetness. The soup, which packed a nice heat, was filled generously with ingredients. It warmed up my stomach immediately after I took a sip. This is certainly one of, if not the best, fish soup that I’ve tried.
Read more at:
https://www.misstamchiak.com/beach-road-fish-head-bee-hoon/
Beach Road Fish Head Beehoon
Address: 91 Whampoa Drive, #01-46 Whampoa Makan Place, Singapore 320090
Close on Wednesday & Saturday.
✅ Get first dibs on our food recommendations the very moment it gets published on our website - join us on our Telegram group: https://t.me/misstamchiak
🎧 Listen to our podcast at https://www.misstamchiak.com/podcast-chiak-podcast/! We are on Spotify and Apple Podcasts too!
one apple on my head 在 約書亞樂團 Joshua Band Youtube 的最讚貼文
#No23 #7月23日全面發行 #約書亞樂團 #讓巨人都倒下
實體樂譜▸https://bit.ly/3ztsmYr
電子樂譜▸https://bit.ly/3f4rGkT
讓巨人都倒下 / All Giants Will Fall Down
詞曲 Lyricist & Composer:趙治達 David Chao、孫立衡 Peter Sun、林芊秀 Fiona Lin、陳明皓 Steven Chen
英譯詞 Translator:熊乃恩 Nathan Hsiung
演唱 Vocal:趙治達 David Chao、林芊秀 Fiona Lin
[Chorus]
看巨人 都覺得不可能
The giants, we feel we have to bow
但我神 說可以祂就能
But my God does not flinch even now
讓讚美 消滅所有恐懼
Let the praise drown out fear’s cry and shout
讓巨人都倒下 Now
Let giants all fall down now
[Tag1]
都倒下 Now
All fall down now
[Verse1]
就算其他人喪膽
Even everyone else flakes
有祢同在不懼怕
You are with me, I’m not scared
讚美是我的武器
Worship is my best weapon
倚靠聖靈 我無敵
Rely on Him , no defeats
[Bridge]
我不再懼怕了Now
I have left fear behind now
疑惑都散去了Now
Confusion all fades out now
已得著勝利了Now
I am victorious now
讓巨人都倒下
Let giants all fall down
[Rap1]
看見那其他人看不見的God
fixing our eyes on the one who is our God
當恐懼偷偷地抓住你說Stop
and when fear be sneakin’ up on ya, say Stop
抬頭勇敢 別怕是祂
pick your head up, it’s Him fear not
我的神萬軍之耶和華最大
My God who reigns over all, he’s Jehovah
我敬畏神就不再懼怕敵人
I don’t fear no one as I only fear God
我信任神就沒有妥協了
I trust my God so I compromise none
看著巨人 其他人都怕了
facing giants, feels like all hopes are gone
看著神 發現祂早就贏了
but look at God, how He’s already won
[Verse2]
就算 (約書亞軍隊的元帥)
Even (army of Joshua’s General)
其他人喪膽 (爭戰時與我們同在)
everyone else flakes (with us whenever we battle)
有你同在 (一歡呼仇敵就潰敗)
You are with me (in one cheer enemies crumble)
不懼怕 (We are on your side)
I’m not scared (We are on your side)
讚美 (大衛他一個人獨幹)
Worship (facing down armies he stands tall)
是我的武器 (五顆石頭就能擊敗)
is my best weapon (five stones alone he is able)
倚靠聖靈 (拿起那巨人的劍來)
Rely on Him (take over the giant’s own sword)
讓巨人都倒下 Now
Let giants all fall down now
-
製作人 Producer / 孫立衡 Peter Sun
配唱製作人 Vocals Producer / 陳州邦 Ben Chen
編曲 Arrangement / 孫立衡 Peter Sun
Keyboard & Synths / 孫立衡 Peter Sun
Electric Guitar / 江天瑋 Wayne Chiang
Bass / 孫立衡 Peter Sun
Drums / 洪德耀 Derek Hung
和聲編寫 Background Vocals Arranger / 陳州邦 Ben Chen
和聲 Background Vocals / 曾晨恩 Yosifu Tseng、芙賽以撒 Fusay Isak
錄音 Recording Engineer / 葉惟恩 Calvin Yeh、李宛叡 Rayya Li 、孫立衡 Peter Sun、陳州邦 Ben Chen
剪輯 Editing Engineer / 孫立衡 Peter Sun
混音 Mixing Engineer / 孫立衡 Peter Sun
錄音室 Studio / 異象工場
執行製作 Executive Producer / 李宛叡 Rayya Li
製作行政統籌 Project Manager / 蔡依純 Anna Cai
-
奉獻 Asia for JESUS/ 約書亞樂團事工
https://goo.gl/5AAgQP
聯繫約書亞樂團:
https://www.joshua.com.tw/web/
-
這裡可以找到我們!
YouTube▸https://bit.ly/3hBNTH5
Apple Music▸https://apple.co/3Au41TK
Spotify▸https://spoti.fi/3As1fi4
KKBOX▸https://bit.ly/3dJyCTz
My Music▸https://bit.ly/2UnIVpA
friDay音樂▸https://bit.ly/2UkxJdm
LINE MUSIC▸https://bit.ly/3fyxAeu
-
異象工場官方商城▸https://shop.asiaforjesus.net/
約書亞樂團官網▸https://www.joshua.com.tw/
約書亞樂團Facebook▸https://www.facebook.com/joshuaband
約書亞樂團Instagram▸https://www.instagram.com/joshua_band/
約書亞樂團微博▸https://weibo.com/joshuaband
約書亞樂團微信▸joshuaband
one apple on my head 在 約書亞樂團 Joshua Band Youtube 的最讚貼文
#No23 #7月23日全面發行 #約書亞樂團 #讓巨人都倒下
實體樂譜▸https://bit.ly/3ztsmYr
電子樂譜▸https://bit.ly/3f4rGkT
讓巨人都倒下 / All Giants Will Fall Down
詞曲 Lyricist & Composer:趙治達 David Chao、孫立衡 Peter Sun、林芊秀 Fiona Lin、陳明皓 Steven Chen
英譯詞 Translator:熊乃恩 Nathan Hsiung
演唱 Vocal:趙治達 David Chao、林芊秀 Fiona Lin
[Chorus]
看巨人 都覺得不可能
The giants, we feel we have to bow
但我神 說可以祂就能
But my God does not flinch even now
讓讚美 消滅所有恐懼
Let the praise drown out fear’s cry and shout
讓巨人都倒下 Now
Let giants all fall down now
[Tag1]
都倒下 Now
All fall down now
[Verse1]
就算其他人喪膽
Even everyone else flakes
有祢同在不懼怕
You are with me, I’m not scared
讚美是我的武器
Worship is my best weapon
倚靠聖靈 我無敵
Rely on Him , no defeats
[Bridge]
我不再懼怕了Now
I have left fear behind now
疑惑都散去了Now
Confusion all fades out now
已得著勝利了Now
I am victorious now
讓巨人都倒下
Let giants all fall down
[Rap1]
看見那其他人看不見的God
fixing our eyes on the one who is our God
當恐懼偷偷地抓住你說Stop
and when fear be sneakin’ up on ya, say Stop
抬頭勇敢 別怕是祂
pick your head up, it’s Him fear not
我的神萬軍之耶和華最大
My God who reigns over all, he’s Jehovah
我敬畏神就不再懼怕敵人
I don’t fear no one as I only fear God
我信任神就沒有妥協了
I trust my God so I compromise none
看著巨人 其他人都怕了
facing giants, feels like all hopes are gone
看著神 發現祂早就贏了
but look at God, how He’s already won
[Verse2]
就算 (約書亞軍隊的元帥)
Even (army of Joshua’s General)
其他人喪膽 (爭戰時與我們同在)
everyone else flakes (with us whenever we battle)
有你同在 (一歡呼仇敵就潰敗)
You are with me (in one cheer enemies crumble)
不懼怕 (We are on your side)
I’m not scared (We are on your side)
讚美 (大衛他一個人獨幹)
Worship (facing down armies he stands tall)
是我的武器 (五顆石頭就能擊敗)
is my best weapon (five stones alone he is able)
倚靠聖靈 (拿起那巨人的劍來)
Rely on Him (take over the giant’s own sword)
讓巨人都倒下 Now
Let giants all fall down now
-
製作人 Producer / 孫立衡 Peter Sun
配唱製作人 Vocals Producer / 陳州邦 Ben Chen
編曲 Arrangement / 孫立衡 Peter Sun
Keyboard & Synths / 孫立衡 Peter Sun
Electric Guitar / 江天瑋 Wayne Chiang
Bass / 孫立衡 Peter Sun
Drums / 洪德耀 Derek Hung
和聲編寫 Background Vocals Arranger / 陳州邦 Ben Chen
和聲 Background Vocals / 曾晨恩 Yosifu Tseng、芙賽以撒 Fusay Isak
錄音 Recording Engineer / 葉惟恩 Calvin Yeh、李宛叡 Rayya Li 、孫立衡 Peter Sun、陳州邦 Ben Chen
剪輯 Editing Engineer / 孫立衡 Peter Sun
混音 Mixing Engineer / 孫立衡 Peter Sun
錄音室 Studio / 異象工場
執行製作 Executive Producer / 李宛叡 Rayya Li
製作行政統籌 Project Manager / 蔡依純 Anna Cai
-
奉獻 Asia for JESUS/ 約書亞樂團事工
https://goo.gl/5AAgQP
聯繫約書亞樂團:
https://www.joshua.com.tw/web/
-
這裡可以找到我們!
YouTube▸https://bit.ly/3hBNTH5
Apple Music▸https://apple.co/3Au41TK
Spotify▸https://spoti.fi/3As1fi4
KKBOX▸https://bit.ly/3dJyCTz
My Music▸https://bit.ly/2UnIVpA
friDay音樂▸https://bit.ly/2UkxJdm
LINE MUSIC▸https://bit.ly/3fyxAeu
-
異象工場官方商城▸https://shop.asiaforjesus.net/
約書亞樂團官網▸https://www.joshua.com.tw/
約書亞樂團Facebook▸https://www.facebook.com/joshuaband
約書亞樂團Instagram▸https://www.instagram.com/joshua_band/
約書亞樂團微博▸https://weibo.com/joshuaband
約書亞樂團微信▸joshuaband
one apple on my head 在 Aisho Nakajima Youtube 的最佳貼文
Aisho Nakajima “Needed”
“Needed” on Spotify : https://open.spotify.com/artist/73TJEwnZTYd2p0qRbn2Pi3
“Needed” on Apple Music : https://music.apple.com/us/artist/aisho-nakajima/1503461433
MV credits
film director - MATHEUS KATAYAMA (W)
director of photography - Yuki Yamaguchi
assistant director - Yui Nogiwa
camera assistant - Ali Yokota
on-set photographer - Haruki Koyama
hair cut/colored - Ryo
hair & makeup - Aisho Nakajima
nails - Aisho Nakajima
wardrobe styling - Aisho Nakajima
Aisho’s Instagram : https://www.instagram.com/aishonakajima/?hl=en
Aisho’s Twitter : https://twitter.com/aishooo74?lang=en
‘Needed’
Written by Aisho Nakajima
Produced by ELI
Recorded/ Mixed by Aisho Nakajima
Mastering by Wax Alchemy
Lyrics -
“Want you”
Skin on skin on crescent moon
I wanna hear you say “I love you”
Why is it so hard to say it, hard to play it
All the private shit I ask why
Whole lot of complicated shit on ur mind
“You can do you”
Needed that from you
Why is everything so secretive
My mind is always over weighted
Tell me how u got me, got me, got me to
Convince me that I’m crazy, crazy.
Tell me how’s the view
The walls you built around me
Tell me why don’t you love me
I’m tired of the separation
it’s time to have this conversation
ohh
Traumatized, you just don’t know it
All my issues, you still don’t get it
Act like ain’t nothing wrong
You made me feel I don’t belong
Ashes, tragic, if you only took in action
Tired of crying
Tired of fighting
Childish games
But I always was the one to blame
It wasn’t worth it
U weren’t just messing around
Whole lot of anxiety
All I wanted was a family
Years without you
Been in my head since u left me
Tell me how u got me, got me, got me to
Convince me that im crazy, crazy.
Tell me how’s the view
The walls you built around me
Tell me why don’t you love me
I’m tired of the separation
it’s time to have this conversation
one apple on my head 在 10 Apples On My Head + More | Kids Songs - YouTube 的推薦與評價
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one apple on my head 在 10 Apples on My Head - YouTube 的推薦與評價
Provided to YouTube by Mattel - Arts Music10 Apples on My Head · Super Simple SongsToodly Doodly Doo & More Kids Songs℗ 2022 Skyship ... ... <看更多>
one apple on my head 在 10 Apples On My Head | Kids Songs | Super Simple Songs 的推薦與評價
Get the Super Simple App! ▻ http://bit.ly/TheSuperSimpleApp10 apples on your head !? Wow! Here's a super simple and super silly song for ... ... <看更多>