電影《沙丘瀚戰》評價兩極,我沒有閱讀過原著小說,完全是一張白紙的狀態入場觀看,說不上很喜歡,但如果推出續集的話是一定願意入場的,畢竟Part One只是序章,用了不少篇幅去建構架空而龐大的迷人世界觀,不至於複雜到難以消化,只是剛步出新手村因此還未沉迷到通宵解任務的地步,不過絕對願意課金買個新手包上路的那種程度。
我比較想談談的是導演Denis Villeneuve最近批評Marvel電影公式化,只是不斷的複製和貼上:
There are too many Marvel movies that are nothing more than a cut and paste of others. Perhaps these types of movies have turned us into zombies a bit.
我不認為Denis Villeneuve是單純的吃不到的葡萄是酸的,他的Arrival是我非常喜歡的作品,看過電影之後還特意去找姜峯楠的原著來讀,也因此更加佩服Denis Villeneuve的能耐。
Arrival的原著《妳一生的預言》算是較難改編成電影的小說,一來它是篇幅只有不到90頁的短篇故事,要擴展成兩小時的電影就需要相當大程度地改寫,二來小說採非線性敘事方式,第一與第二人稱不斷交插敘述,是本像詩篇一樣的科幻小說,但Arrival不止補完小說省去的部分,變成一個結構更完整的故事,也成功用影像呈現出小說溫柔而哀傷的調子。加上《沙丘》也是被稱為史上最難改編的小說,這兩部作品也並非copy and paste可以了事,因此Denis Villeneuve確實一而再地證明了他的才華,也許他的確有批評的資格。
不過有資格去批評,也不代表一定要直斥。
Denis Villeneuve不齒的Marvel曾經瀕臨破產,而其中一個挽狂瀾於既倒的人是在Iron Man飾演Happy的Jon Favreau。
Jon Favreau作為Iron Man的導演,力薦當時因吸毒而事業低迷的Robert Downey Jr.擔綱男主角,結果為Marvel殺出一條血路,也為The Infinity Saga揭開序幕。
Jon Favreau如今沒有再執導Marvel電影,他在Netflix上有一個烹飪節目叫The Chef Show,每集到不同地方邀請名人或廚師一邊煮食一邊聊天,美食固然是賣點,但Jon和每集嘉賓流露的創作甚至人生態度才是這個節目最值得一看的地方。例如其中一集緬懷首位憑食評獲得普立茲獎的傳奇美食評論家Jonathan Gold,Jon回想自己在籌備電影Chef之前曾經拜訪過他,當時Jonathan Gold說了一番頗有意思的話。
Jonathan Gold說他常常到沒有名聲的小餐廳,如果他不喜歡那裡的菜式,他從來不會公開批評一句,因為他不想傷害那些還在努力當中的小店,他之所以比較喜歡幫助一些有潛力的好餐廳吸引更多人注意,全因為「He knew what his spotlight would do」。
當然了,Marvel不是小店,不會因為一句批評就倒下,不過當一個人愈是有能力,說話愈是有份量,那就更加應該謹言慎行,讓自己的影響力發揮正面作用,或者比張口批評來得更有意思。
Marvel的確有些爆谷電影,但優秀的作品也有不少,不說鋪排了十一年的Endgame,就算是我早幾天翻看的Doctor Strange,說的是一個自負好勝的smart ass,在最後甘願放下自我用「不斷輸」的方式來救世,也是相當可敬的不是嗎?
最後,Doctor Strange的導演也retweet了自己以前一則Tweet作為對Denis Villeneuve的回應:
As a director I don’t slag on the work of other directors even when I don’t like something they’ve made. This job is hard enough for all of us, and nobody ever sets out to make a bad movie.
============================⠀⠀
如有興趣看更多小說及文章請訂閱Patreon:
https://www.patreon.com/chanfan
⠀⠀ ⠀⠀
FB:陳煩
IG:annoyingchan
同時也有60部Youtube影片,追蹤數超過13萬的網紅遊戲皮卡嚕 PikaLu,也在其Youtube影片中提到,3D視覺型放置系RPG!女神林依晨代言推薦!冒險者,集結!加入事前預約中,9月23日盛大公測!準備出發!和林依晨一起踏上輕鬆絕美的旅程! 《放置英雄Eureka》預約連結:https://status.woobestgames.com/ad/complex_link/1364419959693848...
i one評價 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻,初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示,在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%,市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金,以及許多對沖基金、養老金管理公司和其他一些投資者,都在SPAC的回落中遭受了衝擊,他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場,所以現在仍坐擁可觀收益。事實上,SPAC市值仍有約2,500億美元,高於一年前的約1,000億美元,反映出這期間股價上漲和新公司上市的影響。
但即便如此,今年年初令人炫目的回報還是讓許多後來者做了接盤俠,扎堆投資所謂穩賺不賠的領域,其永恆的風險可見一斑。在過去的幾個月裡,一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環,因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價,投資者就更有可能這樣做,而許多SPAC的股價現在正處於這樣的水平。目前,在尚未宣布併購交易的空白支票公司中,超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少,讓其更難實現業務目標,並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
i one評價 在 C's English Corner Facebook 的精選貼文
#聞氫哥之亂
#文青的英文怎麼說?
☝️先說明一個概念:
語言之間本來就有很多字、詞語是永遠無法翻譯到百分之百正確,因為很多時候這些詞語都是在某個文化現象下被創造出來,不同國家、民族、地區裡的人很少會有完全一樣的文化,創造出來的字當然不會完全一樣囉!
☝️再想一下,「文青」到底是什麼意思?
我自己也曾經自詡為一個文青的人:
滿愛泡在書店裡、買買書、蒐集電影DVD、逛文創市集,週末再去看場表演,當然還要帶粗框眼鏡,希望別人給自己的評價是:哇你好好有文藝氣息呀!
☝️有了這個文藝青年的「形象」後,可以怎麼表達呢?
I’m kind of interested in Susie. What is she like?
(我對Susie滿有好感的耶,她人怎麼樣啊?)
Well, she’s pretty nice. She loves performing arts and works at Eslite Bookstore.
(她喔,不錯啊,她很喜歡表演藝術類的東西,然後在誠品工作。)
Oh wow, she’s an art lover/enthusiast. 🤔
(喔是喔,這麼文青啊🤔。)
通常我們想要形容一個人的時候,會稍微提到他喜歡、常常做的事情,
有了這些描繪,自然而然就能讓別人瞭解他是什麼風格的人。
所以「文青」常常會喜歡文藝類的東西。
He reads a lot of books.
他很喜歡閱讀。
He’s kind of an artsy person.
他滿走藝術文藝路線的。
She’s a music lover/enthusiast.
她熱愛音樂。
She likes to roam around a flea/secondhand/holiday market.
她喜歡逛手作/二手市集。
She loves photography.
她很喜歡攝影。
A: Which one is Kevin?
(哪一個是 Kevin?)
B: That one. In super skinny jeans and a plaid shirt.
(那個,穿緊身牛仔褲和格子襯衫的。)
A: The one with the horn-rimmed glasses?
(戴粗框眼鏡的嗎?)
B: Yeah, that’s him.
(對!)
A: Oh, he’s such a hipster.
(歐~太文青了吧!)
我們也常常用穿著定義「文青」,對吧?(當然,不是一定要這樣穿的!)
Hipster算是最接近「文青」的字,不過美國文化下的hipster畢竟和台灣的hipster還是會有些不同,但是共同點就是,都有比較文藝、非主流的品味。
Do you want to go to Blueprint Cultural & Creative Park? There are lots of great spots for pictures. I can bring my Canon.
(你想不想去藍晒圖文創園區?那裡很好拍耶,我可以帶我的Canon(單眼)去。)
Nah, too hipster. I just want to have an ultimate food tour in Tainan. 🤣
(不要,太文青了。我只想來趟大吃大喝之旅 🤣)
有時候「文青」也被借來當形容詞來用,不算是最正確的用法,但有時候我們也是會說「這件衣服太文青了吧~」英文要這樣借用一下也是可以的。
你學起來了嗎?
i one評價 在 遊戲皮卡嚕 PikaLu Youtube 的精選貼文
3D視覺型放置系RPG!女神林依晨代言推薦!冒險者,集結!加入事前預約中,9月23日盛大公測!準備出發!和林依晨一起踏上輕鬆絕美的旅程!
《放置英雄Eureka》預約連結:https://status.woobestgames.com/ad/complex_link/1364419959693848576
《放置英雄Eureka》粉絲團連結:https://www.facebook.com/heroes.eureka/
它是款無壓力奇幻風格輕鬆放置手遊,以歐美卡通的畫風
跟法線貼圖技術,呈現出小巧玩偶般的可愛風格
而且和一般放置遊戲不同的是,想要無壓力快速遊玩更方便了
遊戲中有個叫戰鬥切出的便利功能,它能讓你能同時進行多線戰鬥
一次完成好多任務,幫助你成為時間管理高手
#放置英雄Eureka #放置英雄 #Eureka
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
⚔️皮卡軍團✪Discord➔ https://discord.gg/qgt5d9mjBx
⚔️皮卡軍團✪FB➔ https://www.facebook.com/PikaLuGame/
⚔️皮卡軍團✪Twitter➔ https://twitter.com/PikaLu_Game
⚔️皮卡軍團✪微博➔ http://weibo.com/pikalugame
⚔️皮卡軍團✪IG➔ https://www.instagram.com/pikalu_game/
⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
資料Credits連結:
https://docs.google.com/document/d/1EfRez8waMDu21ahC0D6xXQMp-MHNvO0_Go937u1ks34/edit?usp=sharing
BGM:
🎵幼女幻奏
🎵Crash Bandicoot 1 Theme
🎵Undertale OST - Nyeh Heh Heh! (Intro) Bonetrousle
🎵Treasure Trove Cove - Banjo-Kazooie
#遊戲皮卡嚕 #皮卡嚕 #PikaLu
![post-title](https://i.ytimg.com/vi/1l8NRlVy3vw/hqdefault.jpg)
i one評價 在 遊戲皮卡嚕 PikaLu Youtube 的精選貼文
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
⚔️皮卡軍團✪Discord➔ https://discord.gg/qgt5d9mjBx
⚔️皮卡軍團✪FB➔ https://www.facebook.com/PikaLuGame/
⚔️皮卡軍團✪Twitter➔ https://twitter.com/PikaLu_Game
⚔️皮卡軍團✪微博➔ http://weibo.com/pikalugame
⚔️皮卡軍團✪IG➔ https://www.instagram.com/pikalu_game/
⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
資料Credits連結:
https://docs.google.com/document/d/1kXqEqRHGydZcjusgvJkJnrRGx-by_lsiPaqmGjWk0qc/edit?usp=sharing
BGM:
🎵TALES OF ARISE – Official Opening Animation
🎵Tales of Zestiria「スレイのテーマ~導師~」
00:00 開頭
00:43 畫質全面躍升
02:02 嶄新世界觀
02:57 主要角色群
04:53 JRPG?ARPG!?
05:37 戰鬥基礎介紹
06:56 秘奧義哪裡去了?
07:36 改版的小劇場
08:25 更加磅礡的配樂
08:57 DEMO體驗
09:28 該買哪個版本?
#遊戲皮卡嚕 #破曉傳奇#皮卡嚕 #皮卡大排行 #PikaLu
皮卡大排行 值得買嗎 遊戲介紹 購買須知 聊Game 遊戲情報 破曉傳奇 TOAR 時空幻境 萬代 tales of arise PS5 大作消息 遊戲大作 9月必玩
![post-title](https://i.ytimg.com/vi/BmSV877Jr4g/hqdefault.jpg)
i one評價 在 遊戲皮卡嚕 PikaLu Youtube 的最佳貼文
✅現在加入LINE官方帳號「PlayStation Taiwan」的好友
就能獲得免費貼圖 「奧樂雞的遊戲生活」貼圖組
活動日期到8/26號截止哦
下載連結:https://pse.is/3k38lt
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
⚔️皮卡軍團✪Discord➔ https://discord.gg/qgt5d9mjBx
⚔️皮卡軍團✪FB➔ https://www.facebook.com/PikaLuGame/
⚔️皮卡軍團✪Twitter➔ https://twitter.com/PikaLu_Game
⚔️皮卡軍團✪微博➔ http://weibo.com/pikalugame
⚔️皮卡軍團✪IG➔ https://www.instagram.com/pikalu_game/
⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
資料Credits連結:
https://docs.google.com/document/d/1HEZ4WQa0rZyTUPknW9YR022EXtC7wEyodohaWSLQV64/edit
BGM:
🎵Persona 4 Reincarnation_ Specialist
🎵RESIDENT EVIL 2 REMAKE OST - Vs Super Tyrant (Mr.X 2nd Form) Boss Fight Theme Music
🎵忍びの末裔 (ユフィのテーマ) | FFVIIR IG OST - Descendant of Shinobi (Yuffie's Theme)
🎵Undertale OST - sans. Extended
🎵NieR music concert & talk live - Song of the ancients _ Fate
🎵ASGORE THE SHOGUN OF THE MOUNTAIN
🎵Persona 5 ost - Layer Cake
🎵Tales of Zestiria「スレイのテーマ~導師~」
🎵Cyrus, the Scholar -Octopath Traveler
#遊戲皮卡嚕 #對馬戰鬼#卡比嚕 #皮卡大排行 #PikaLu #PlayStation #PlayStationTaiwan
皮卡大排行 遊戲介紹 聊Game 變態難度 恥笑玩家 2021 PS平台 對馬戰鬼 十大遊戲 十大 惡靈古堡8 FINAL FANTASY VII REMAKE INTERGRADE
拉捷特與克拉克:切割分裂 死亡回歸 死亡循環 Deathloop 尼爾:人工生命
Nier 導演版 死亡擱淺 破曉傳奇 地平線 禁忌西域 西方禁地 潛龍諜影5 小島秀夫 Kojima 遊戲10大排行 十大排行 Top 10
![post-title](https://i.ytimg.com/vi/QU8dY4UgdJk/hqdefault.jpg)