關於 best amazon home products ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻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.

[News / 甜點新聞] Cedric Grolet 主廚的第二本食譜書即將上市‼️ / Cédric Grolet to publish his second recipe book (for English, please click “see more”)

Cédric Grolet 主廚的第二本食譜書《OPÉRA》來了！法文版即將於 11 月 7 日上市！這本食譜書不但揭開了 Cédric 主廚甜點師生涯的另一章，也揭露了 Cédric Grolet Opéra #販售商品的製作方法。

Cédric 主廚在序言中提到，如果說他的第一本書「《FRUITS》展現了極度現代的技巧、是代表未來的甜點，那《OPÉRA》就是 #返璞歸真，#代表過去與現代的甜點」。新書與新店製作的商品，將他從多年在宮殿級酒店 Le Meurice 的工作方法與內容中解放出來，他能夠在另外一個象限創作，進而 #創造一個新的領域。

與第一本食譜書《FRUITS》相較，本書中的食譜 #更加適合一般甜點愛好者在家製作。符合目前甜點界最新的「#自然無添加」、「#回歸本質」、「#減糖」的潮流，Cédric 主廚強調他「#盡其所能地刪減掉繁雜的製作步驟」，希望「#更接近食材的天然質地、#鮮度與味道」，讓人能夠「#立即享受美味」。

雖然食譜簡化，但 Cédric 主廚與團隊並未因此減少分毫努力，仍盡力呈現每一個作品最完美的一面。不管是新書與新店，都是希望能更貼近一般大眾的誠意之作。

本書由 Ducasse Edition 出版，目前已經可以在 Amazon.fr 上預購，11 月 7 日上市之後，Amazon 將會立刻將書寄出：https://tinyurl.com/y29894u7

圖片來源: Fou de Pâtisserie, Amazon.fr, Ducasse Editions

🔖 延伸閱讀：

Cédric Grolet 主廚深度專訪：https://tinyurl.com/y55zyq4a

《FRUITS》繁體中文版審訂序：https://tinyurl.com/y2gtpb8a

「返璞歸真」，看懂當代法式甜點熱潮不可不知的關鍵字：https://tinyurl.com/yxb5fe6z

返璞歸真、注重本質的旗手 Yann Couvreur 主廚深度專訪：https://tinyurl.com/y555d2qy

*****
Cédric Grolet, the world’s best pastry chef is publishing his second recipe book “OPÉRA” on 7th November! This book unveils recipes of pastries that are going to be offered in his new shop Cédric Grolet Opéra and turns a new page of the chef’s career.

The chef mentioned in the forewords that “FRUITS (his first book, ed.) illustrates a resolutely modern technique and pastries of future, “OPÉRA” rather demonstrates pastries of the past and present time that take a step back to the essentials.” The products offered in his new shop and featured in this book actually liberate him from what he’s been doing at Le Meurice for many years. He’s now able to "work on another axis and create a different universe”.

Compared with “FRUITS”, recipes in “OPÉRA” are more accessible for home bakers. No colorants and additives are added, more natural, they echo with the latest trends in pastry industry. Cédric emphasizes that he “eliminates to the maximum extent the steps in terms of method” and make it “as close as possible to the original texture, freshness, and flavours of the ingredients.” By making those pastries and desserts a lot easier and quicker to realize at home, they can be tasted “in an instant”.

Though these recipes are a lot friendlier to the general public and are easier to follow, the chef and his team never stop doing their best. This book and the new shop can be seen as efforts to

“OPÉRA” is published by Ducasse Edition and can now be pre-ordered on Amazon.fr. The book will be shipped right away after it’s officially out on 7th November.

(Photo credit: Fou de Pâtisserie, Amazon.fr, Ducasse Editions)

🔖 Read more on related topics

Interview with Cédric Grolet: https://tinyurl.com/y55zyq4a

Editor’s words on FRUITS traditional Chinese version: https://tinyurl.com/y2gtpb8a

"Getting back to the essentials”, a keyword to the latest trends in French pastry industry: https://tinyurl.com/yxb5fe6z

Interview with Yann Couvreur, leading actor in the “getting back to the essentials” movement of the industry: https://tinyurl.com/y555d2qy

#yingsbookreviews #cedricgrolet #cedricgroletopera

ชาตรามือ คือ สุดยอดการตลาด / โดย เพจลงทุนแมน
สินค้าที่ดูน่าเบื่อ
บางทีก็กลับมาชีวิตชีวาได้.. ถ้าเจ้าของ "ตั้งใจทำ"
กระป๋องยี่ห้อ ชาตรามือ ทุกคนน่าจะเคยเห็น
สินค้าที่ดูโบราณ อยู่ดีๆก็ดังเปรี้ยง...
Continue ReadingHand Tea is the best marketing / by page invest man
Boring products
Sometimes I can come back to life.. If the owner "intends to do it"
A can of tea brand. Everyone should have seen it.
Old-fashioned products are suddenly famous.
Is this a fluke or skillful?

Back to 2468 or almost 100 years ago

The Ancestor of "Ruangrit" across the water across the sea from China. Founded a hot tea shop in yaowarat.

Later, Mr. Dithaphong Ruangrit has established the siam tea factory in 2537 to buy tea leaves from Chiang Rai Province.

Hand Tea is the trade name of tea powder successfully cooked by Siam FB. Cuddle Kor Co Ltd.

60 % domestic sales proportion and export 40 %

And did you know that PTT's "Amazon" Coffee Shop? Order Company Tea for cuddle tons up to 88.5 tons per month..

How much does hand tea earn?

Year 2555 Income 85 million baht
Year 2556 Income 114 million baht
Year 2557 Income 206 million baht
Year 2558 Income 268 million baht
Year 2559 Income 366 million baht

It can see that the company's revenue grows in a leap.

What's behind the scenes to grow income like this?

In addition to focusing on selling tea successfully to drill a group of water seller.

In the past 10 years, hand tea has developed a business with the 3th generation of heir through the opening of "Hand Tea" drink shop to reach the end user directly to sell our raking drinks such as iced tea, Black Tea, cold tea. Now.

Even though beverages are not a major business that make money for the company, opening the store makes hand tea products more known among the drinkers is a great brand awareness.

If you remember at the beginning of the year, the hand tea shop created a phenomenon that is considered talk of the town. That was "Rose Tea" that came out during Valentine's festival.

Based on consumer reviews through social media that spread quickly with the benefits that say drink and excretion until it's gone. Belly is called tea.

People want to try this rose tea drink to make the front row.

It's a great success in creating word of mouth

Now, there are more than 60 branches in Thailand. It is a famous department store, including bts train station. Every branch is an investment of the company.

Also opened a branch in ASEAN REGION THROUGH FRANCHISE SALES IN MALAYSIA, Singapore and Brunei, which has a taste of drinking similar to our home. Recently opened in South Korea.

For foreigners

Mobile Chatra is a souvenir to buy back to my hometown.

By the way of hand tea expanding at airport and attractions, it makes foreigners know more about the brand. It is a trend of mouth to mouth to write in the travel guide that if you come to Thailand, you must try to drink cha-Yen of hand tea.

What makes hand tea come back so popular?

1. Adjust the image to match the era.

Cracking line. Products that are ripped away like soft ice cream. Serve Thai tea and green tea, but still the taste of tea leaves that we are very familiar with.

For an old client is a novelty from what he is accustomed to new clients. That means creating a perception of what a hand tea is.

2. Some products are for sale in a few branches.

That means creating products to find. The more rare items, the more consumers want to try.

Hand Tea understands how to play with consumer feelings very well.

3. Online World Spread the trend

Famous Hand Tea in the online world through customer reviews who actually eat until the hashtag #chatra in the famous online media like twitter and Facebook.

In addition, using influencer from famous pages in the food industry, the more it stimulates the desire for customers.

Everything that says should be the way of business of the new generation, the 3th generation of hand shatra.

Make an old brand that seems to be instantly rected into a brand.

If many people don't notice, they won't understand the change, but when they look into each product, the marketing campaign this brand has done.

I will find out that what the hand tea got is not because of luck, but because of the skill that "brand owner intended to happen"

If you want to invest, man ranked, then hand tea should get the best marketing " position of Thailand this year..Translated

let's connect:
⊹ business - nikki@expandentertainment.co
⊹ instagram - https://www.instagram.com/kkimthai
⊹ subscribe to my food channel - https://www.youtube.com/channel/UC5zak5tqTE3JJFtiIpXyOnA

shop my merch collection:
⊹ https://shopkimthai.com

things mentioned in this video:
⊹ book with the best tattoo artist andrew - https://www.instagram.com/drewface_tattoos/?hl=en
⊹ washable ikea rug - https://www.ikea.com/us/en/p/toerslev-rug-flatwoven-stripe-white-black-80418711/
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my skincare favorites:
Dead Sea Mud Mask: https://amzn.to/3eiFEQ6
Garnier SkinActive Super Hydrating Sheet Mask: https://amzn.to/33an6Lm
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Estee Lauder Advanced Night Repair Serum
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CeraVe Healing Ointment: https://amzn.to/3vGzGyg

my po box:
⊹ attn - kim thai nguyen
po box 1160
huntington beach, ca 92647

music used:
⊹ Music by Naomi - Tidal Wave - https://thmatc.co/?l=91B57992
⊹ Music by Naomi - Tidal Wave via @hellothematic

notes:
⊹ this video is not sponsored.
⊹ amazon links are affiliate links.

Work-from-home seems like the way to go until mankind finds a way around the pandemic. As some of you would know, Roland and I still hold our own full-time jobs. Both of us are working at home most of the time. Just like you, we like our meals to be easy, quick and yet still delicious on a working day. As we try to limit ourselves from going out too often, we usually stock our pantry with long-lasting vegetables, such as potatoes, carrots and onions. We love this Chinese style chicken stew recipe because it's so easy to cook and we have all of the ingredients ready in our pantry. Best of all, it is really yummy. You can have them as is, serve them with some steamed rice or even pasta - really versatile!

See the ingredient list below for your easy reference.

Hope you can recreate this yummy recipe in the comfort of your home. Happy cooking!

Thanks for dropping by our channel. Please subscribe to stay tuned to our home cooking videos.

Stalk us!
Youtube: www.youtube.com/spicenpans
Facebook www.facebook.com/spicenpans/
Instagram www.instagram/spicenpans
Website: www.spicenpans.com
Chat with us! info@spicenpans.com

Thanks for watching!
See you soon.
------------------

Chinese Chicken Stew 中式炖鸡
Ingredients:
3 - 4 pax
-------
4 chicken drumsticks (~600g or 21.16 oz in total)
2 red onions (cut into quarters)
4 potatoes (cut into chunks)
400g or 14.1 oz carrots (cut into chunks)
Enough water to cover the drumsticks
0.5 teaspoon salt
2 tablespoons light soy sauce
2 tablespoons oyster sauce
2 tablespoons premium dark soy sauce
Add more salt to taste (we added 1 teaspoon)
Some cornstarch solution
1 tablespoon sesame oil

===
Don't know where to get the ingredients or don't know how they look like? See the links below.
Light soy sauce https://amzn.to/34nlb6E
Oyster sauce https://amzn.to/3bBQfE7
Dark soy sauce https://amzn.to/3uyIp4J
Cornflour (cornstarch) https://amzn.to/3h3L0QQ
Sesame oil https://amzn.to/3eTG5PW

----------
Looking for similar cooking equipment like the one we used in the video? These might interest you:
Greenpan dutch oven https://www.lazada.sg/products/greenpan-simmerlite-ceramic-lightweight-dutch-oven-cooking-kitchen-pot-with-lid-cover-55qt-slate-grey-gray-cc001929-001-i958672454.html
-------------
Filming equipment: iPhone 11 Pro Max (Get from Amazon https://amzn.to/3eA24tz)

Microphone: Sennheiser AVX digital wireless microphone system

Get Sennheiser wireless microphone in Singapore: https://singapore.sennheiser.com/products/avx-mke2-set-3-uk?_pos=2&_sid=adb86a9d8&_ss=r

Get Sennheiser wireless microphone from Amazon: https://amzn.to/2NILqMR
-----------------------------------
If you like this recipe, you might like these too:

Chicken Mushroom w/ Scallions 嫩滑多汁 香葱蘑菇鸡盖饭 Chinese Chicken Bowl Recipe
https://youtu.be/Xv3vdqG9oG8

One Pot Sesame Oil Chicken Rice 麻油鸡饭 Rice Cooker Chinese Food
https://youtu.be/6FBN-3T7ZZk

2 Easy Ways to Steam Chicken with 7 ingredients 蒸滑鸡
https://youtu.be/n5x_GqeX7Yw

-----------------------------------
Disclaimer: Spice N' Pans is not related to these products and cannot guarantee the quality of the products in the links provided. Links are provided here for your convenience. We can only stand by the brands of the products we used in the video and we highly recommend you to buy them. Even then, preference can be subjective. Please buy at your own risk. Some of the links provided here may be affiliated. These links are important as they help to fund this channel so that we can continue to give you more recipes. Cheers!

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Lookfantastic購物

優惠1 - 購物75折
Referral code：GOBBY
專用連結 - https://tidd.ly/2I3cJlG
（部份品牌除外）

優惠2 - Friends Referral
消費滿HKD$400減HKD$100
專用連結 - https://tidd.ly/3fYWlPN

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Dagne Dover官網購物
新客户消費滿USD$25以上9折優惠
https://share.dagnedover.com/x/cfVGwM

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Everyday Minerals [ Referral Programme ]
經以下連結全單8折
http://937everydaymineral.refr.cc/gobbyhong

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熱門Playlist：

• 「5件最值得 Monthly 5 Best find」
https://www.youtube.com/playlist?list=PL6wamDBsOr3qVIA2oO-UqQ7L-SdmIByfY

• 「大評比 Review」
https://www.youtube.com/playlist?list=PL6wamDBsOr3os1WRIc0OgPtZFjJNsSD7J

• 「遊．記生活 Vlog」
https://www.youtube.com/playlist?list=PL6wamDBsOr3rjWE4QJSh2azqPAR_JVIxq

• 「煮．食 Cooking 」
https://www.youtube.com/playlist?list=PLBAB1D8260E93EA4C

• 「用清清、開箱購物樂 Empties & Haul 」
https://www.youtube.com/playlist?list=PLC28462D11F9C5E73

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有朋友會幫的打字幕嗎？歡迎捐獻字幕！有心者我會把名字放在info box中以表感謝！ 記得開首打左自己名先呀... (e.g. 字幕提供xxx字幕組)

https://www.youtube.com/timedtext_cs_panel?c=UCngc-JNlTr_oewK_riWwj8A&tab=2

WELCOME to submit subtitles to this video!! You would be credited and appreciated in the info box~ Remember to type your name from the very beginning of the subtitles (e.g. Subtitle by xxx) Thank you!!

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